Cognos BI V10.2.2: Report Authoring Jumpstart Training in Canada

Professional report authors who have knowledge of their business requirements and experience using the Windows OS and a web browser.

• Overview of the reporting application
• Creating list reports
• Using filters
• Creating crosstab reports
• Presenting data graphically
• Using prompts
• Using calculations
• Report building techniques
• Customize reports
• Drill-Throughs
• Drill-through definitions
• Report layout enhancements
• Creating query models
• Creating query reports
• Advanced dynamic reports
• Effective prompts
• Advanced reports
• Report specifications
• Bursting
• User Interaction with HTML

1. Introduction to the Reporting Application

• Examine Report Studio and its interface
• Explore different report types
• Create a simple, sorted and formatted report
• Explore how data items are added to queries

2. Create List Reports

• Format, group and sort list reports
• Options for aggregating data
• Create a multifact query
• Create a report with repeated data

3. Focus Reports Using Filters

• Create filters to narrow the focus of reports
• Examine detail filters and summary filters
• Determine when to apply filters on aggregate data

4. Create Crosstab Reports

• Format and sort crosstab reports
• Convert a list to a crosstab
• Create crosstabs using unrelated data items
• Create complex crosstabs using drag and drop functionality

5. Present Data Graphically

• Create charts containing peer and nested items
• Add context to charts
• Create and reuse custom chart palettes
• Add RAVE visualizations
• Present key data in a single dashboard report

6. Focus Reports Using Prompts

• Identify various prompt types
• Use parameters and prompts to focus data
• Search for prompt items
• Customize prompts to facilitate users' choices
• Navigate between pages
• Display users’ prompt selections in the report

7. Extend Reports Using Calculations

• Create calculations based on data in the data source
• Add run-time information to the reports
• Create expressions using functions

8. Use Additional Report-building Techniques

• Reuse objects within the same report
• Share layout components among separate reports
• Report templates
• Add pages to a report
• Choose options to handle reports with no available data

9. Customize Reports with Conditional Formatting

• Create multilingual reports
• Highlight exceptional data
• Show and hide data
• Conditionally render objects in reports

10. Drill through from One Report to Another

• Let users navigate from a specific report to a target report
• Pass parameter values to filter the data in drill-through targets

11. Drill-through Definitions

• Enable users to navigate to related data in IBM Cognos BI
• Parameter-driven drill through versus dynamic drill through
• Steps to enable drill-through access for a package
• Limit the items that users can drill through from (set scope)
• Set a measure as the scope
• Drill-Through Assistant

12. Enhance Report Layout

• Force page breaks in reports
• Modify existing report structures
• Apply horizontal formatting
• Specify print options for PDF reports
• Combine data containers displaying data from different queries
• Format data and report objects

13. Create Query Models

• Build query models and then connect them to the report layout
• Edit an SQL statement to author custom queries
• Add filters and prompts to a report using the query model

14. Create Query Reports Based on Relationships

• Create reports by merging query results
• Create reports by joining queries
• Combine data containers based on relationships from different queries

15. Create Advanced Dynamic Reports

• Filter reports on session parameter values
• Navigate a briefing book using a table of contents
• Create dynamic headers and title that reflect report data
• Let users navigate to specific locations in reports
• Create a customer invoice report

16. Design Effective Prompts

• Control report displays using prompts
• Specify conditional formatting values using prompts
• Specify conditional rendering of objects based on prompt selection
• Create sorted and filtered reports based on prompt selection

17. Create Additional Advanced Reports

• Create a report that displays summarized data before detailed data
• Highlight alternate rows in a list report
• Create a report using an external data file
• Use single data items to summarize report information

18. Examine the Report Specification

• Examine the report specification structure
• Modify a report specification
• Add custom toolbox objects and custom template options

19. Distribute Reports through Bursting

• Distribute reports using bursting
• Create burst keys
• Identify report recipients and data items using burst tables
• Distribute reports using email and IBM Cognos Connection

20. Enhance User Interaction with HTML

• Create tooltips that clarify report data
• Send emails using links in a report