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IBM Cognos 10 Report Studio Cookbook, Second Edition
IBM Cognos 10 Report Studio Cookbook, Second Edition
IBM Cognos 10 Report Studio Cookbook, Second Edition
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IBM Cognos 10 Report Studio Cookbook, Second Edition

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This Cookbook contains step-by-step instructions for Report Studio 10.1 users to author effective reports. The book is designed in a way that you can refer to it chapter by chapter, look at the list of recipes and read them in no particular order. The Cognos 10.1 Report Studio Cookbook is for you if you are a Business Intelligence Developer who is working on IBM Cognos 10 Report Studio and wants to author impressive reports by putting to use what this tool has to offer. It is also ideal you are a Business Analyst or Power User who authors his own reports and wants to look beyond the conventional features of IBM Cognos 10 Report Studio.
LanguageEnglish
Release dateAug 26, 2013
ISBN9781849688215
IBM Cognos 10 Report Studio Cookbook, Second Edition

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    IBM Cognos 10 Report Studio Cookbook, Second Edition - Ahmed Lashin

    Table of Contents

    IBM Cognos 10 Report Studio Cookbook Second Edition

    Credits

    About the Authors

    About the Reviewers

    www.PacktPub.com

    Support files, eBooks, discount offers and more

    Why Subscribe?

    Free Access for Packt account holders

    Instant Updates on New Packt Books

    Preface

    What this book covers

    What you need for this book

    Who this book is for

    Conventions

    Reader feedback

    Customer support

    Errata

    Piracy

    Questions

    1. Report Authoring Basic Concepts

    Introduction

    Summary filters and detail filters

    Getting ready

    How to do it...

    How it works...

    The detail filter

    The summary filter

    There's more...

    Before/after aggregation

    See also

    Sorting grouped values

    Getting ready

    How to do it...

    How it works...

    There's more...

    Aggregation and rollup aggregation

    Getting ready

    How to do it...

    How it works...

    The aggregation property

    The rollup aggregation property

    Multiple aggregation

    There's more...

    Implementing if-then-else in filters

    Getting ready

    How to do it...

    How it works...

    There's more...

    Formatting data – dates, numbers, and percentages

    Getting ready

    How to do it...

    How it works...

    Date format

    Numerical format

    The % margin

    There's more...

    Creating sections

    Getting ready

    How to do it...

    How it works...

    There's more...

    See also

    Hiding columns in crosstabs

    Getting ready

    How to do it...

    How it works...

    There's more...

    Prompts – display value versus use value

    Getting ready

    How to do it...

    How it works...

    There's more...

    2. Advanced Report Authoring

    Introduction

    Adding cascaded prompts

    Getting ready

    How to do it...

    How it works...

    Cascaded source

    There's more...

    Auto-Submit

    See also

    Creating a nested report – defining the master-detail relationship

    Getting ready

    How to do it...

    How it works...

    The master-detail relationship

    There's more...

    See also

    Writing back to the database

    Getting ready

    How to do it...

    How it works...

    There's more...

    Adding conditional formatting

    Getting ready

    How to do it...

    How it works...

    The String variable

    The Boolean variable

    The report language variable

    There's more...

    The style variable property

    The text source variable property

    Formatting negative values

    Getting ready

    How to do it...

    How it works...

    Running Difference

    Showing negative values in red and brackets

    Playing with conditional styles

    Getting ready

    How to do it...

    How it works...

    There's more...

    Using conditional blocks – many reports in one

    Getting ready

    How to do it...

    How it works...

    There's more...

    Defining drill-through from crosstab intersection

    Getting ready

    How to do it...

    How it works...

    Overriding crosstab intersection drill-through definitions

    Getting ready

    How to do it...

    How it works...

    There's more...

    3. Using JavaScript Files – Tips and Tricks

    Introduction

    Defining dynamic default values for prompts

    Getting ready

    How to do it...

    How it works...

    Span

    GetElementsByTagName

    SelectedIndex

    CanSubmitPrompt

    There's more...

    Changing the title of the value prompt

    Getting ready

    How to do it...

    How it works...

    There's more...

    Validating textbox prompts

    Getting ready

    How to do it...

    How it works...

    Showing/hiding prompt controls at runtime

    Getting ready

    How to do it...

    How it works...

    There's more...

    Selecting and submitting values automatically

    Getting ready

    How to do it...

    How it works...

    There's more...

    Manipulating the Date Time control

    Getting ready

    How to do it...

    How it works...

    There's more...

    Creating a variable width bar chart using JavaScript

    Getting ready

    How to do it...

    How it works...

    There's more...

    4. The Report Page – Tips and Tricks

    Introduction

    Showing images dynamically (traffic light report)

    Getting ready

    How to do it...

    How it works...

    There's more...

    Handling the missing image issue

    Getting ready

    How to do it...

    How it works...

    There's more...

    Dynamic links to an external website (a Google Maps example)

    Getting ready

    How to do it...

    How it works...

    There's more...

    Alternating drill links

    Getting ready

    How to do it...

    How it works...

    Render Variable

    There's more...

    Showing tooltips on reports

    Getting ready

    How to do it...

    How it works...

    There's more...

    See also

    Merged cells in Excel output

    Getting ready

    How to do it...

    How it works...

    Worksheet name in Excel output

    Getting ready

    How to do it...

    How it works...

    There's more...

    Conditional column titles

    Getting ready

    How to do it...

    How it works...

    5. Working with XML

    Introduction

    Changing drill targets quickly

    Getting ready

    How to do it...

    How it works...

    There's more...

    Copying and pasting drill links

    Getting ready

    How to do it...

    How it works...

    There's more...

    Removing references to old packages or items

    Getting ready

    How to do it...

    How it works...

    A hidden gem in XML – row level formatting

    Getting ready

    How to do it...

    How it works...

    There's more...

    See also

    6. Writing Printable Reports

    Introduction

    Controlling the container size and rows per page

    Getting ready

    How to do it...

    How it works...

    There's more...

    Eliminating orphan rows

    Getting ready

    How to do it...

    How it works...

    There's more...

    Defining page orientation and size (and overriding them for one page)

    Getting ready

    How to do it...

    How it works...

    Avoiding page title repetition

    Getting ready

    How to do it...

    How it works...

    There's more...

    Horizontal pagination

    Getting ready

    How to do it...

    How it works...

    There's more...

    Page numbering with horizontal pagination

    Getting ready

    How to do it...

    How it works...

    Choosing the output format from a prompt

    Getting ready

    How to do it...

    How it works...

    There's more...

    Choosing the right colors

    Getting ready

    How to do it...

    How it works...

    There's more...

    Defining page sets

    Getting ready

    How to do it...

    How it works...

    Cautions about HTML items and JavaScript files

    Getting ready

    How to do it...

    How it works...

    Displaying the report name in a footer

    Getting ready

    How to do it...

    How it works...

    7. Working with Dimensional Models

    Introduction

    List report or crosstab report

    Getting ready

    How to do it...

    How it works...

    Filtering rows or columns

    Getting ready

    How to do it...

    How it works...

    There's more...

    Filtering a whole report

    Getting ready

    How to do it...

    How it works...

    There's more...

    Adding a prompt into Slicer and its limitations

    Getting ready

    How to do it...

    How it works...

    There's more...

    More Info

    Achieving zero suppression

    Getting ready

    How to do it...

    How it works...

    There's more...

    Aggregation versus preaggregated values

    Getting ready

    How to do it...

    How it works...

    There's more...

    The roleValue() function

    Getting ready

    How to do it...

    How it works...

    There's more...

    Swapping dimensions using MUN manipulation

    Getting ready

    How to do it...

    How it works...

    See also

    8. Working with Macros

    Introduction

    Adding data-level security using the CSVIdentityMap macro

    Getting ready

    How to do it...

    How it works...

    There's more...

    Using the Prompt macro in native SQL

    Getting ready

    How to do it...

    How it works...

    There's more...

    Making prompts optional

    Getting ready

    How to do it...

    How it works...

    Optional_defaultValue

    Pure_Optional

    There's more...

    Adding a token using macros

    Getting ready

    How to do it...

    How it works...

    Using the prompt() and promptmany() macros in query subjects

    Getting ready

    How to do it...

    How it works...

    Showing the prompt values in a report based on security

    Getting ready

    How to do it...

    How it works...

    String operations to get it right

    Getting ready

    How to do it...

    How it works...

    There's more...

    Showing a username in the footer

    Getting ready

    How to do it...

    How it works...

    There's more...

    9. Using Report Studio Efficiently

    Introduction

    Using Report Studio's environmental options

    Getting ready

    How to do it...

    How it works...

    View | Visual Aids

    Structure | Create Crosstab Nodes

    Tools | Options | View | Reuse IBM Cognos Viewer window

    Tools | Options | Report

    There's more...

    Copying and pasting partial or full reports

    Getting ready

    How to do it...

    How it works...

    Upgrading report specifications

    Getting ready

    How to do it...

    How it works...

    Setting the execution timeout

    Getting ready

    How to do it...

    How it works...

    There's more...

    Setting the maximum row limit

    Getting ready

    How to do it...

    How it works...

    Handling slow report validation

    Getting ready

    How to do it...

    How it works...

    There's more...

    Capturing a query

    Getting ready

    How to do it...

    How it works...

    There's more…

    Why make filters mandatory?

    Query formatting

    Capturing the query for the database

    Browsing values from the data expression window

    Getting ready

    How to do it...

    How it works...

    There's more...

    Viewing the page structure

    Getting ready

    How to do it...

    How it works...

    Picking up and applying styles

    Getting ready

    How to do it...

    How it works...

    Using the grab them all practice

    Getting ready

    How to do it...

    How it works...

    See also

    Using Default Data Formats

    Getting ready

    How to do it...

    How it works...

    10. Working with Active Reports

    Introduction

    Building tabbed reports

    Getting ready

    How to do it...

    How it works...

    There's more...

    Working with Decks

    Getting ready

    How to do it...

    How it works...

    There's more...

    Working with the Data Deck

    Getting ready

    How to do it...

    How it works...

    Filtering data using Data Check Box Group

    Getting ready

    How to do it...

    How it works...

    There's more...

    11. Charts and New Chart Features

    Introduction

    Chart formatting options

    Getting ready

    How to do it...

    How it works...

    Chart Palette Presets

    Background Effects Presets

    There's more...

    Converting a chart to another chart type

    Getting ready

    How to do it...

    How it works...

    Working with pie charts

    Getting ready

    How to do it...

    How it works...

    The Summarize Small Slices property

    The First Slice Angle property

    The Exploded Slices property

    Getting started with bullet charts

    Getting ready

    How to do it...

    How it works...

    There's more...

    Getting started with scatter charts

    Getting ready

    How to do it...

    How it works...

    12. More Useful Recipes

    Introduction

    Timing report execution

    Getting ready

    How to do it...

    How it works...

    The report view

    Scheduling

    There's more...

    Missing values versus zero values

    Getting ready

    How to do it...

    How it works...

    There's more...

    Overriding data formatting using patterns

    Getting ready

    How to do it...

    How it works...

    Setting up conditional drill-throughs

    Getting ready

    How to do it...

    How it works...

    There's more...

    Dynamically switching between reports using an iFrame

    Getting ready

    How to do it...

    How it works...

    There's more...

    Freezing column titles

    Getting ready

    How to do it...

    How it works...

    There's more...

    13. Best Practices

    Introduction

    Reducing the number of query items

    Getting ready

    How to do it...

    How it works...

    Alias member unique name

    Delete unreferenced query objects

    Dragging items from the Data Items pane

    Highlighting hidden items

    Getting ready

    How to do it...

    How it works...

    Using relative paths for images

    Getting ready

    How to do it...

    How it works...

    There's more...

    Controlling JavaScript file execution

    Getting ready

    How to do it...

    How it works...

    Customizing classes for report-wide effect

    Getting ready

    How to do it...

    How it works...

    Creating templates

    Getting ready

    How to do it...

    How it works...

    Regression testing

    Getting ready

    How to do it...

    How it works...

    There's more...

    Commenting the code

    Getting ready

    How to do it...

    How it works...

    Naming data containers (lists, crosstabs, and charts) for use in Cognos Workspace

    Getting ready

    How to do it...

    How it works...

    There's more...

    Enabling a larger worksheet size for Excel 2007

    Getting ready

    How to do it...

    How it works...

    There's more...

    A. Recommendations and References

    Introduction

    Version controlling

    Recommendations for prompt types

    Cognos Mashup Service

    SDK and third-party tools for Cognos

    IBM Cognos Analysis For Excel (CAFE)

    IBM Cognos for Microsoft Office

    IBM Cognos Workspace

    IBM Cognos Workspace Advanced

    IBM Cognos Cloud

    Index

    IBM Cognos 10 Report Studio Cookbook Second Edition


    IBM Cognos 10 Report Studio Cookbook Second Edition

    Copyright © 2013 Packt Publishing

    All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

    Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

    Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

    First published: May 2010

    Second edition: August 2013

    Production Reference: 1200813

    Published by Packt Publishing Ltd.

    Livery Place

    35 Livery Street

    Birmingham B3 2PB, UK.

    ISBN 978-1-84968-820-8

    www.packtpub.com

    Cover Image by Vivek Sinha (<vs@viveksinha.com>)

    Credits

    Authors

    Ahmed Lashin

    Abhishek Sanghani

    Reviewers

    Ramesh Parcha

    João Patrão

    Acquisition Editor

    Joanne Fitzpatrick

    Lead Technical Editor

    Dayan Hyames

    Technical Editors

    Jalasha D'costa

    Menza Mathew

    Zafeer Rais

    Amit Ramadas

    Project Coordinators

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    Proofreader

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    Indexers

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    Production Coordinator

    Shantanu Zagade

    Cover Work

    Shantanu Zagade

    About the Authors

    Ahmed Lashin is a highly motivated Information Technology (IT) professional with more than nine years of experience, most of it in the Business Intelligence and data warehousing domains. His core skills include a full set of BI tools, ETL, and data warehousing tools such as IBM Cognos, IBM DataStage, SAP BusinessObjects, Microsoft SQL Server BI SSIS, SSAS, and SSRS. Through his experience, he has been exposed to many industries such as banking and finance, oil and gas, education, and the automotive industry.

    Currently, Ahmed is working as a Business Intelligence Lead in one of IBM's major global partners. He is also an IBM Certified Cognos Solution Expert.

    This is Ahmed's first technical book. He is maintaining a technical blog at http://www.alashin.net. You can get in touch with him at .

    I would like to thank my beloved wife Esraa for all the encouragement and support she has given me. I would also like to thank my mother and my family.

    I would like also to thank my partner Abhishek for his great work and his valuable comments. With your work, Cognos is much more fun.

    A special thanks to Packt Publishing for their efforts. I am sure that I wouldn't have been able to complete this book without their support.

    Abhishek Sanghani was born in India and attended Mumbai University, where he majored in Computer Engineering. He began his career in 2004 as a Business Intelligence and Cognos Consultant, and has worked with leading IT and financial services companies since then.

    He pursued Finance Management along with his work in the field of Cognos and BI, successfully progressing and winning awards and certifications year-on-year. Presently, he is working in the United Kingdom, utilizing his skills of Cognos, SQL, BI, and data warehousing. In his free time, he writes technical blogs and also provides training/seminars on demand.

    He first authored Packt Publishing's book IBM Cognos 8 Report Studio Cookbook, which was well received worldwide. He has recently composed a video course called IBM Cognos 10 Report Studio Fundamentals, which is available on the www.packtpub.com website for download as well as online streaming.

    I would like to thank Ahmed for giving a new life and avatar to my Cookbook, making it suitable for Cognos v10.x. I am sure, this new book with its new content, easy-to-understand recipes, real-life examples, and v10 sample codes, will prove very useful to Report Studio users, project managers, developers, and business analysts.

    I would also like to thank the whole Packt Publishing team for all the hard work and support. On a personal note, I would also like to thank my loving wife Dolly for the encouragement and for putting up with my IT nonsense at the dinner table.

    About the Reviewers

    Ramesh Parcha graduated with a degree in Mechanical Engineering from Gulbarga University and has been working in the IT industry for over 13 years now. He is presently working in NTTDATA as a Project Manager.

    He has been working with IBM Cognos BI products since 2006.

    Earlier in his career, he worked for SETKHAM, SIS Inoftech, and Dataformix Technologies, USA. He has worked on a few other books such as IBM Cognos Framework Manager, Video Course on IBM Cognos 10 Report Studio, and IBM Cognos 8 Report Studio Cookbook.

    It was a great pleasure reviewing this book and I would sincerely like to thank Dayan and Arshad.

    João Patrão is a technology leader with expertise in mobile development, application integration aligned with business and strategic goals, multi-disciplinary team management, and project delivery. As the IT Director of SUMA, he has built a responsive and proactive IT organization, with improvements to service delivery, standardization, and business/systems performance.

    With a strong orientation to strategic and business objectives, he always looks for innovation and integration of different methods and technologies to create new solutions that can maximize the talent and the resources of the organization.

    He has a background in Engineering and Computer Science at Instituto Superior Técnico (IST Lisbon) and has an Executive MBA from EGP-University of Porto Business School.

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    Preface

    IBM Cognos Report Studio is widely used for creating and managing business reports in medium to large-scale companies. It is simple enough for any business analyst, power user, or developer to pick up and start developing basic reports. However, when it comes to developing more sophisticated, fully functional business reports for wider audiences, report authors will need guidance.

    This book helps you to understand and use all the features provided by the new version of IBM Cognos 10 Report Studio to generate impressive deliverables. It will take you from being a beginner to a professional report author. It bridges the gap between the basic training provided by manuals or trainers and the practical techniques learned over years of practice.

    What this book covers

    Chapter 1, Report Authoring Basic Concepts, introduces you to some fundamental components and features that you will be using in most of the reports. This is meant to bring all readers on the same page before moving on to advanced topics. It covers filters, sorting, aggregations, formatting and conditional formatting, and so on.

    Chapter 2, Advanced Report Authoring, introduces you to the advanced techniques required to create more sophisticated report solutions that meet demanding business requirements. It covers cascaded prompts, master-detail queries, conditional blocks, defining drill links, and overriding the drill links. The most distinguishing recipe in this chapter is Writing back to the database.

    Chapter 3, Using JavaScript Files – Tips and Tricks, explains how to manipulate the default selection, titles,

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