IBM Cognos 10 Report Studio Cookbook, Second Edition
By Ahmed Lashin and Abhishek Sanghani
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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
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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
Arshad Sopariwala
Venitha Cutinho
Proofreader
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Indexers
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Monica Ajmera Mehta
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,