Saturday, 1 July 2017

Mapping out OCI 7.3 DWH GUIs: Part 3: IBM Cognos Report Studio

In this post we explore the OnCommand Insight 7.3 Data Warehouse’s IBM Cognos Report Studio. Report Studio is a very powerful product, this post is only going to touch the surface.

IBM Cognos Report Studio

Access Report Studio via the Launch drop down in IBM Cognos Connection.

Report Studio: Select a package

Commonly ‘Inventory’ is selected.

Image: Report Studio - Select A Package

IBM Cognos Report Studio Splash Screen

Select any of -
Create New
Open Existing
New from Template
- to continue.

Image: IBM Cognos Report Studio Splash Screen

In this instance I click on ‘Create New’ which gives the following options:
Blank, List, Crosstab, Chart, Map, Financial, Repeater Table, Blank Active Report, Report Template, From Template

Image: Report Studio - Create New

In this instance I clicked on ‘List’.

Report Studio Main Menus and Buttons

Image: Report Studio Main Menus and Buttons (click to see bigger)

Menu Bar

File
- New...
- Open...
- Save
- Save As...
- Convert to Template
- Convert to Active Report
- PDF Page Setup...
- Conditional Layouts...
- Burst Options...
- Report Package...
- Report Properties...
- Clear Parameter Values
- Upgrade Information...
- Log On...
- Log Off
- Exit

Edit
- Undo
- Redo
- Cut
- Copy
- Paste
- Paste To...
- Find...
- Delete

View
- Report Pages
- Prompt Pages
- Queries
- Variables
- Classes
- Page Design
- Page Structure
- Toolbars
- Panes
- Visual Aids

Structure
- Group / Ungroup
- Swap Rows and Columns
- Set Page Break
- Set Page Break User Master/Detail
- Section / Unsection
- Section Using Master/Detail
- Headers & Footers
- Pivot List to Crosstab
- Convert List to Repeater Table
- Convert Chart...
- Convert Visualization...
- Insert Table of Contents Entry
- Lock Page Objects
- Create Crosstab Nodes

Table
- Insert
- Delete
- Select
- Merge Cells
- Split Cell
- Apply Table Style...

Data
- Filters
- Suppress
- Sort
- Summarize
- Calculate
- Insert Children
- Master Detail Relationships...
- Drill Behavior...
- Default Data Formats...

Run
- Run Report - HTML
- Run Report - PDF
- Run Report - Excel 2007
- Run Report - Excel 2007 Data
- Run Report - Excel 2002
- Run Report - Delimited Text (CSV)
- Run Report - XML
- Run Options...
- View Tabular Data

Tools
- Validate Report
- Validate Options...
- Auto Correct...
- Show Generated SQL/MDX
- Show Specification
- Show Specification (Selection)
- Open Report from Clipboard
- Copy Report to Clipboard
- Update Visualizations
- Style References
- Manage Conditional Styles...
- Layout Component Cache...
- Manage Shared Set References...
- Manage External Data...
- Build Prompt Page
- Options

Help
- Help (F1)
- Contents
- IBM on the Web
- About IBM Cognos Report Studio

Tool Bars

{Not listed here}

Left Panes

Source / Data Items / Toolbox Pane*
Properties Pane

*More below.

Center Column Buttons

Page Explorer
Query Explorer
Condition Explorer

Page Design and Page Structure

Missing from the image above (space limitations) are the buttons that allow you to toggle between ‘Page Design’ and ‘Page Structure’; these are also on the Center Column (beneath ‘Condition Explorer’).

Image: Page Design and Page Structure buttons

Report Studio: Source / Data Items / Toolbox Panes

The 3 panes are toggled by the 3 tab buttons at the bottom of the pane.

Image: Report Studio: Source / Data Items / Toolbox Panes

Source pane
Buttons: Change Report Package / Manage External Data / Refresh
Content: Source data (from the Data Warehouse)

Data Items pane
Content: SQL Queries (mostly)

Toolbox pane:
Buttons: Icon View / List View / Sort / Filter Toolbox
Content: Tools (see below)

Report Studio: Toobox

The Report Studio Toolbox contains the following tools.

Image: Report Studio: Toolbox

Tools
- As of Time Expression
- Block
- Bookmark
- Chart
- Conditional Blocks
- Crosstab
- Crosstab Space
- Crosstab Space (with fact cells)
- Date
- Date & Time Prompt
- Date Prompt
- Field Set
- Generated Prompt
- HTML Item
- Hyperlink
- Hyperlink Button
- Image
- Interval Prompt
- Layout Calculation
- Layout Calculation Reference
- List
- Map
- Metric Studio Diagram
- Page Number
- Prompt Button
- Query Calculation
- Repeater
- Repeater Table
- Rich Text Item
- Row Number
- Select & Search Prompt
- Singleton
- Table
- Table of Contents
- Table of Contents Entry
- Text Box Prompt
- Text Item
- Time
- Time Prompt
- Tree Prompt
- Value Prompt
- Visualization

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