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IBM Cognos Business Intelligence
Table of Contents
IBM Cognos Business Intelligence
Credits
Foreword
About the Author
Acknowledgement
About the Reviewers
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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. IBM Cognos Connection
Web-based reporting
The welcome page
Folder structures
My Area
Searching
Running reports
Scheduling reports
Cutting, copying, pasting, and deleting objects
Creating URLs, jobs, and report views
The business case for Cognos
Summary
2. Introducing IBM Cognos Workspace
The self-service dashboard
Adding content and content types
Filtering
Changing the formatting
Sharing the dashboard
The business case for Cognos Workspace
Summary
3. IBM Cognos Active Reports
What MHT files are
How MHT files can be read
Pros and cons
Pros
Cons
The business case for Cognos Active Reports
Interacting with Cognos Active Reports
Opening Cognos Active Reports
Navigating through Cognos Active Reports
Summary
4. IBM Cognos Mobile
Cognos Mobile on BlackBerry phones
New features of IBM Cognos Mobile
Interacting with Cognos Active Reports on mobile devices
The future of IBM Cognos Mobile
The business case for IBM Cognos Mobile
Summary
5. IBM Cognos Query Studio
Who should use Cognos Query Studio?
Accessing Cognos Query Studio
An introduction to metadata
The drag-and-drop interface and the right-click menu
Inserting content in a report
Adding filters
Creating a calculation
Formatting your report
Incorporating charts
Understanding your other buttons
Saving and sharing reports
The business case for Cognos Query Studio
Summary
6. IBM Cognos Analysis Studio
Who should use Cognos Analysis Studio?
Accessing Cognos Analysis Studio
An introduction to multidimensional data
Exploring the drag-and-drop interface and the right-click menu
Inserting dimensions and measures
Adding context filters
Drilling down and expanding data
Replacing the existing dimension
Nesting within the existing dimension
Nesting below an existing dimension
Creating calculations
Incorporating charts
Choosing a chart type
Understanding the other buttons
Saving and sharing Cognos Analysis Studio reports
The business case for Cognos Analysis Studio
Summary
7. IBM Cognos Workspace Advanced
Who should use Cognos Workspace Advanced?
Comparing to Cognos Query Studio and Cognos Analysis Studio
Accessing Cognos Workspace Advanced
Exploring the drag-and-drop interface and the right-click menu
Adding objects to your report
Adding data to your reports
Drilling down
Creating calculations
Understanding the other buttons
Using external data
The business case for Cognos Workspace Advanced
Summary
8. IBM Cognos Report Studio
Who should use Cognos Report Studio
Accessing Cognos Report Studio
Cognos Report Studio report types
The drag-and-drop interface and the right-click menu
Understanding the different areas in Cognos Report Studio
Adding objects to your report
Adding data to your reports and formatting
Exploring your queries with Query Explorer
Setting up conditions
Adding a prompt to filter results
Understanding the other buttons
Building Active Reports
Designing your Active Report
Choosing the Active Report component to use
The business case for Cognos Report Studio
Reporting inside of the organization
Reporting outside of the organization
Summary
9. IBM Cognos Framework Manager
Introduction to metadata
Managing the model design project
Rule 1 – gather information
Rule 2 – learn to dance
Rule 3 – take baby steps
Rule 4 – know your audience
Rule 5 – get buy-in and sign off
Three-tier approach to model design
Designing a database view of your data
Designing a business view of your data
Designing an end user view of your data
Publishing a package
The business case for Cognos Framework Manager
Understanding the problem
Understanding the solution
Summary
10. Administration and Performance Tuning
Deciding who should be an administrator
Navigating the administration interface
Monitoring the system in the Status tab
Performance tuning the system
Designing your security model
The CAF
External security
Cognos BI security
Capabilities
How it all works together
What people can do
What people can see
Adding data source connections
Importing and exporting content
Routing your requests using routing sets
The business case for performance tuning
The business case for administration
Summary
11. Streamlining Common Administrator Tasks
Bulk updating Framework Manager models
Validating report objects
Bulk updating reports
Applying screen tips to report outputs
Managing security
Distributing portal tabs
Standardizing headers and footers
Backing up, restoring, and deploying content
Documenting content, security, and models
Content Documentation
Security Documentation
Model documentation
Versioning content
Archiving content outputs
Retrieving deleted content
The business case for add-on tools
Summary
12. User Adoption
The beginning – executive sponsorship
Building an internal user community
The right development team matters
How to partner with IBM and the partner community
Feedback and its role in the development process
Training is the key to success
The business case user adoption
Summary
Index
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