IBM Cognos BI is a web-based report development tool designed to create anything from simple list reports to complex multi-page dashboards across multiple databases.
Create any report your organization requires from visualizations to EDI feeds to third parties, all with one tool.
By the end of this course, users will be able to take the practical examples used in the videos and apply them to their own environment. Learning Cognos is like learning a foreign language, so continual immersion is needed. Practice a few times a week to become familiar with the interface, your data, your organization's requirements, and your reporting style.
About the Author
With involvement in both manufacturing and service industries across multiple sectors, Aaron has 20+ years of BI, financial system, accounting, and business intelligence experience. His depth of experience from IT & MIS demands continual process improvement and automation within departmental operations as well as zero tolerance for inaccuracies in management systems. Aaron is currently a consultant for Aronson LLC, a firm based in Rockville, MD.
Specialties: Cognos Business Intelligence (BI): Query Studio, Workspace Advanced, Report Studio, Framework Manager. Cognos Impromptu. Deltek Costpoint, Deltek GCS Premier, QuickBooks, MS Dynamics NAV/Navision, Ross Systems, Crystal Reports, MS Access, SQL Server, MySQL, Oracle, Adobe Creative Suite, Joomla, WordPress, X-Cart, and so on.
New to Cognos? Ok! Let’s take a look around to get the hang of the interface.
There are report templates for most items you will need, or start with a blank slate and create your own.
Adding fixed filters can help reduce data returned on a report during development, and later on we will see how filters will secure the data.
Prompts are a great way to build in dynamic filters into the report.
We will put finishing touches to our report in this video. Always be sure to save formatting for the last step!
Prompt pages are a great design means to put all prompts together into one or multiple pages. We can even make the prompts dynamic to make the report behave as a web application.
Conditional formatting and variables are great ways to show data outliers or hide unneeded fields in a report. Combine these with prompts for a truly dynamic report experience.
Not all joins can be perfected in the framework. In this video, we’ll go through creating custom joins and unions in Report Studio.
Let’s turn that simple report into a dashboard in this video. We will mix numerical with graphical data for a simple dashboard that can be easily enhanced.
While everyone loves charts and graphs in their report, they often lead to many questions. In this video, we will use drill through reports so that users can drill into the details behind their graphical data.
Active reports are a great way to deploy automated reports and dashboards without the users requiring to be connected to Cognos or the database behind it.
Create Cognos specific groups and add users or AD groups to facilitate rolling out Cognos security.
Too many reports to secure? No problem, let’s go ahead and secure some directories.
Sometimes securing a report isn’t enough. In this video, you will learn how to restrict sensitive data from viewers by hard coding some filters into a report.
Macros aren’t often used but have great dynamic options, such as only allowing a consumer to see product lines that they manage.
Need to change packages after you have already started development? No problem!
Keep development simple using fewer queries to drive more report objects. If a report page has a chart and list that use the same date, have them both use the same query.
Page Breaking on Groups helps present data to keep like data together, for example, by product line or region.
Facilitate prompting and overall user experience by enabling cascading prompts, where what you select with one prompt will lead to options available on the next prompt.
Whether you have complex datasets or just a quick requirement to extract data using SQL instead of framework modifications is a great way to get the data exactly how you need it.
More databases are taking advantage of using BLOB or CLOB fields. Here’s how to handle those in your reports to prevent errors from displaying.
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