UNIT UIS

Villanova Business Intelligence

Cognos Training Level 1

Cletus Rickert
Director -UIS

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Agenda:

Opening Remarks
Purpose of this training
Introduction to Cognos Query Studio
Demo
Questions and Answers

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Purpose of this training

To introduce users to the new campus-wide reporting
tool-Cognos Suite
To acquaint users with the look and feel of Cognos
To show users how to create simple reports in Query
Studio.

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What is not covered in this Training:

This training is designed to familiarize you with the
Cognos reporting tool. This session will explore Query
Studio
It is not designed to familiarize you with the underlying
data in ODS/EDW system
How to interpret the content of the reports/ Functionality
of the reports.

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What is Cognos?

Web Based Reporting Tool-Zero foot print( has a few client based
components like Office plug-in)

Allows user to create, modify, and distribute reports to user community.

Allows user to schedule and burst reports

We are licensed to run a few Cognos products of which these will be

heavily used based on the User Role:
Query Studio allow you to create simple list reports, for casual or
novice users
Report Studio allows you to create more complex reports
(prompts, advanced formatting, advanced charting, etc)
Analysis Studio- multi dimensional analysis.

Interfaces with the ODS/EDW system

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Cognos Process Flow

Presentation
Layer

Client Model ToolsDevelop Models &

Publish Content as
Packages
ODS/ED/Other
Data Sources

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Access to Cognos Portal:

Cognos has dual environments at Villanova:
Test : http://cognosqa.villanova.edu/cognos10/
Production: http://cognop.villanova.edu/cognos10/

To log in use Domain Account id and password to log in.

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Demo
Quick exploration of Query Studio and ( time permittingReport Studio)

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A list of recently used

packages

Additional packages

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Toolbar contains most commonly used

functions
Main menu contains menu options and all
functions

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Insert Data
Select data from package
Edit Data
Change display of query items
Change Layout
Edit properties of your report
Run Report
Processing or preview data
Export data in various formats
Manage File
Create and save report and view
a report definition

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Package - A logical collection of

data tables

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Query Subject - A single table

that holds multiple Query Items
Query Item - A field in the Query
Subject table (Entity UID, ID,
Name, etc.)
Measure Quantitative data
such as revenue or quantity

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 Insert
Single-click a query item
and click the Insert button
Double-click a query item
Click and drag a query
item
Click and drag a query
subject to add all of its
query items

CTRL+Click to
select multiple items

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Meet the Undo Button!!!

Undo the last several things

youve done
Redo available

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Data Element Dictionary

Helpful resource available to users

Structure mirrors data package hierarchy
Data Packages = highest level of data organization
Query Subjects (equivalent to database table)
Query Items (equivalent to database field)

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Note about todays session:

After you complete the exercises in this
training material, you should be able to:
Create a report

Add data to the report

Save the report
Run the report
View the report
Recognize the types of reports

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Summary:
Identify Query Studio interface elements
Assemble a query using filters and other
features
Add a chart to visualize the data
Run a query
Export query data to a multiple formats.

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Next Steps

More training sessions will be organized on a regular basis( most

likely on a bi-weekly basis) every month.

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Lab 1- Query Studio

Create a Report
Add Data to a Report
Run a Report
Types of Reports
Change the Appearance of Reports
Reorder Report Items
Change Report Item Names
Create a Crosstab Report/Chart

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Lab 2 - Query Studio to Report Studio

Create a report in Query Studio

Open it in Report Studio
Add Dynamic Prompting.
If time permits, explore Drill Thru
functionality.

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Questions?

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Thank You

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