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UNIT –UISVillanova Business Intelligence

Cognos Training Level 1

Cletus RickertDirector -UIS

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Agenda:• Opening Remarks• Purpose of this training• Introduction to Cognos Query Studio• Demo• Questions and Answers

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Purpose of this training

• To introduce users to the new campus-wide reporting tool-Cognos Suite

• To acquaint users with the “look and feel” of Cognos

• To show users how to create simple reports in Query Studio.

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What is not covered in this Training:

• This training is designed to familiarize you with the Cognos reporting tool. This session will explore Query Studio– It is not designed to familiarize you with the underlying

data in ODS/EDW system

• How to interpret the content of the reports/ Functionality

of the reports.

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What is Cognos?

• Web Based Reporting Tool-Zero foot print( has a few client based components like Office plug-in)

• Allows user to create, modify, and distribute reports to user community.

• Allows user to schedule and burst reports

• We are licensed to run a few Cognos products of which these will be heavily used based on the User Role:

– Query Studio – allow you to create simple list reports, for casual or novice users

– Report Studio – allows you to create more complex reports (prompts, advanced formatting, advanced charting, etc)

– Analysis Studio- multi dimensional analysis.

• Interfaces with the ODS/EDW system

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Cognos Process Flow

ODS/ED/Other Data Sources

Client Model Tools-Develop Models & Publish Content as Packages

Presentation Layer

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Access to Cognos Portal:

• Cognos has dual environments at Villanova:

Test : http://cognosqa.villanova.edu/cognos10/

Production: http://cognop.villanova.edu/cognos10/

• To log in use Domain Account id and password to log in.

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Demo

• Quick exploration of Query Studio and ( time permitting-Report Studio)

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A list of recently used packages

Additional packages

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• Toolbar contains most commonly used functions

• Main menu contains menu options and all functions

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Insert Data• Select data from packageEdit Data• Change display of query itemsChange Layout• Edit properties of your reportRun Report• Processing or preview data• Export data in various formatsManage File• Create and save report and view

a report definition

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• Package - A logical collection of data tables

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• Query Subject - A single table that holds multiple Query Items

• Query Item - A field in the Query Subject table (Entity UID, ID, Name, etc.)

• Measure – Quantitative data such as revenue or quantity

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• Insert

– Single-click a query item and click the Insert button

– Double-click a query item

– Click and drag a query item

– Click and drag a query subject to add all of its query items

CTRL+Click to select multiple items

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Meet the Undo Button!!!

• Undo the last several things you’ve done

• Redo available

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Data Element Dictionary• Helpful resource available to users• Structure mirrors data package hierarchy• Data Packages = highest level of data organization• Query Subjects (equivalent to database table)• Query Items (equivalent to database field)

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Note about today’s session:• After you complete the exercises in this

training material, you should be able to:• Create a report

• Add data to the report• Save the report• Run the report• View the report• Recognize the types of reports

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Summary:• Identify Query Studio interface elements• Assemble a query using filters and other

features• Add a chart to visualize the data• Run a query• Export query data to a multiple formats.

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Next Steps

• More training sessions will be organized on a regular basis( most likely on a bi-weekly basis) every month.

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Lab 1- Query Studio• Create a Report• Add Data to a Report• Run a Report• Types of Reports• Change the Appearance of Reports• Reorder Report Items• Change Report Item Names• Create a Crosstab Report/Chart

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Lab 2 - Query Studio to Report Studio

• Create a report in Query Studio• Open it in Report Studio• Add Dynamic Prompting.• If time permits, explore Drill –Thru

functionality.

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Questions?

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Thank You