Cognos Query Studio Training material.docx

1、Cognos Query Studio Training materialCognos Query StudioIntroductionThis document introduces you to Cognos Query Studio. Query Studio is a web-based reporting tool that allows you to Create reports using your data. Save and reuse reports. View reports in a variety of formats. Print reports.Prerequis

2、itesTo use this training material effectively, you should be familiar with the web and with your departments data. This training is designed to familiarize you with the Cognos reporting tool; it is not designed to familiarize you with the underlying data in UDs system. The training is based on data

3、in a demonstration database.Important NoteThis training document was designed originally to be used in a class setting. Therefore, the exercises are meant to be followed in a sequence. If you have difficulty working through an exercise, try the first four exercises to familiarize yourself with the b

4、asics.Training ObjectivesThis class was designed using a desktop computer running the Windows XP operating system and using the Internet Explorer (version 6.0.2) browser. If you use a different type of computer, operating system, or browser, some of the screen graphics may appear slightly different

5、from those printed here. However, the function of the screen (page) should remain the same.After you complete the exercises in this training material, you should be able to do the following: Open the COGNOS Connection web page. Create a report. Add data to the report. Save the report. Run the report

6、. View the report. Recognize the types of reports. Change the appearance of reports. Create crosstab reports. Use charts. Filter, sort, and group data. Perform calculations.Table of ContentsThe Cognos Connection Web Site 4 Exercise 1Open the Cognos Connection Web Site.Create a Report 5 Exercise 2Cre

7、ate a Report. Add Data to the Report 7 Exercise 3Add Data to a Report and Save It. Run the Report 8 Exercise 4Run a Report in a Variety of Formats.Types of Reports 11 List Reports 12 Grouped List Reports 12 Exercise 5Create a Grouped List Report. Change the Appearance of Reports 15 Change a Reports

8、Title 15 Exercise 6Change a Reports Title. Reorder Report Items 17 Exercise 7Reorder Items in a Report. Change Report Item Names 17 Exercise 8 Change an Item Name in a Report. Set the Number of Rows per Page 18 Exercise 9Set the Number of Rows on a Report Page. Collapse a Report 19 Exercise 10Collap

9、se a Report. Crosstab Reports 20 Create a Crosstab Report 20 Exercise 11Create a Crosstab Report. Sort a Crosstab Report 21 Exercise 12Sort a Crosstab Report. Exercise 13Sort Crosstab Summaries. Swap Rows and Columns 23 Exercise 14Swap Rows and Columns. Charts 23 Types of Charts 24 Exercise 15Create

10、 a Chart. Exercise 16Create a Chart and Manipulate the Data.Manipulate Data in Reports 28 Filters 28 Exercise 17Filter Measures. Use a Prompt 31 Exercise 18Add a Prompt to a Filter. Custom Groups 33 Exercise 19Create a Custom Group. Data Formats 35 Exercise 20Change Data Formats. Calculations 38 Sum

11、maries 38 Exercise 21Add a Summary to a Report. Advanced Summaries 39 Exercise 22Add an Advanced Summary to a Report. Calculations 40 Exercise 23Perform a Calculation on a Report. Exercise 24Concatenate Two Text Items. More on Summaries and Calculations 45Exit Query Studio 46 Exercise 25Exit the Que

12、ry Studio Program.ConventionsThe following conventions are used throughout the exercises in this material:ItemConventionText you should typeCourier, bold, 10 point fontText you should replaceCourier, bold, italics, 10 point fontKeyboard key namesBold, Uppercase text (e.g., the ENTER key)Menu and Win

13、dow titlesBold, mixed-case letters The Cognos Connection Web siteBefore you can use Query Studio, you must know how to open the Cognos Connection Web Site.Exercise 1Open the Cognos Connection Web SiteNote: Query Studio works only on the Internet Explorer web browser on a computer running the Windows

14、 operating system.1. Open the Internet Explorer web browser.2. To access the Cognos Connection web site, type the following URL in the browsers Address field and then press ENTER: https:/cognos.udel.edu/crn/3. Type your UDel Net ID (UNIX username) in the appropriate field.4. Type your password in th

15、e appropriate field. You should see a window similar to the following:The Cognos Connection Web Site gives you access to the ReportNet suite of reporting tools: Query Studio and Report Studio. Query Studio allows you to create ad hoc reports from an existing data source. You can edit and save the re

16、ports, add features to make them more understandable, print them and more. Report Studio allows offers more options for creating complex reports.End of ExerciseCreate a ReportIn this class, you will use Cognos Query Studio to create several reports. A newly created report contains no data. You will

17、insert data to add content to your report.Exercise 2Create a Report1. In the Cognos Connection Web Site window, click the Public Folders tab. You should see a window similar to the following: 5. Click Go Sales and Retailers.Note: Before you can create a report, a UD Cognos administrator must create

18、a package that contains the data you will work with. You will learn the name of the package that contains UD data from the UD Cognos administrator at a later date. (Anyone can create a report using the Go Sales and Retailers training package.)You will see a window similar to the one below with a lis

19、t of the reports that have been created using the Go Sales and Retailers data:2. At the top right of the window, click the Query Studio link to open a report: Query StudioYou should see a window similar to the one below:At the top of the left pane is the Query Studio Menushaded in bluewhich lists th

20、e commands you can use.Below the menu is a tree structure containing items in the package you are using (in this case, in the GO Sales and Retailers package). To see the items in each category, click the plus sign to expand the category. The following table explains the icons you will see in the exp

21、anded tree structure:IconItemDefinitionPackage (in this case, GO Sales and Retailers)A collection of data tables created by an administrator.Query SubjectA table in the database, for example, “Orders.”Query ItemA column of qualitative data in the database, for example, “Retailer names.”Measure or Fa

22、ctA column of quantitative data in the database, for example, “Unit Price.”FilterA mechanism for reporting on a subset of data.End of ExerciseAdd Data to the ReportWhen you first create a report, it contains no data. To add data you will select items from the package you are using and insert them in

23、to the report. The items you select appear in the right window pane.In the following exercise, you will use the window you already have open to add data to your report. The report will show the retailers in the Go Sales and Retailers package and how many of each product each retailer sold.Exercise 3

24、Add Data to a Report and Save It3. In the Go Sales and Retailers package pane, expand the Orders item by clicking the plus sign.4. Click Retailer name.5. Hold down the CTRL key; click Product name and then Quantity.6. Click the Insert button at the bottom of the left pane to insert the data into you

25、r Report. You will see the report item columns in the right window pane:7. Click the Save As button on the toolbar.You will see a window like the one below:6. Type a name for your report. For the purposes of this class, type your initials followed by Retailer Sales.7. You may add a description of th

26、e report if you wish.8. Make sure the Option Button next to “Public Folders GO Sales and Retailers” is selected and click OK. You may have to scroll down to see the OK button.Note: Category columns appear in the order in which you select them. There are two other ways to insert data into your report

27、: Double-click each item to insert it into the report. Click an item or CTRL+Click multiple items and drag the highlighted item(s) into the report.End of ExerciseRun the ReportThere are several options for running your report depending upon the use you want to make of it.Note: When you run a report,

28、 you receive the most recently updated data from the database being used for your package. This means that if you run a report and rerun it at a later date, your data will not be the same if someone has updated the database.In the following exercise, you will run the report in three ways to see the

29、options for viewing your data. First, you will run the report with all data. Then you will preview the report with limited data. Finally, you will preview it with no data.Exercise 4Run a Report in a Variety of Formats.1. To run a report, click Run Report on the Query Studio menu. You will see a list

30、 of options like the one below:The following table explains the options for running your report: Run with All DataUses all the data for the items you selected. This can take a long time if your data source is large.Run with PromptsAsks you to enter information to define the reports content (discussed later in this class).Preview with Limited DataTo save time, you can run your report with limited data to determine if the results are what you were expecting. A torn border appears at the top and bottom of the repo