unit –uis villanova business intelligence cognos training level 1 cletus rickert director -uis
DESCRIPTION
UNIT –UIS Villanova Business Intelligence Cognos Training Level 1 Cletus Rickert Director -UIS. Agenda:. Opening Remarks Purpose of this training Introduction to Cognos Query Studio Demo Questions and Answers. Purpose of this training. - PowerPoint PPT PresentationTRANSCRIPT
www.villanova.edu/unit
UNIT –UISVillanova Business Intelligence
Cognos Training Level 1
Cletus RickertDirector -UIS
www.villanova.edu/unit
Agenda:• Opening Remarks• Purpose of this training• Introduction to Cognos Query Studio• Demo• Questions and Answers
www.villanova.edu/unit
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.
www.villanova.edu/unit
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.
www.villanova.edu/unit
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
www.villanova.edu/unit
Cognos Process Flow
ODS/ED/Other Data Sources
Client Model Tools-Develop Models & Publish Content as Packages
Presentation Layer
www.villanova.edu/unit
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.
www.villanova.edu/unit
Demo• Quick exploration of Query Studio and ( time permitting-
Report Studio)
www.villanova.edu/unit
www.villanova.edu/unit
A list of recently used packages
Additional packages
www.villanova.edu/unit
• Toolbar contains most commonly used functions
• Main menu contains menu options and all functions
www.villanova.edu/unit
Insert Data• Select data from packageEdit Data• Change display of query itemsChange Layout• Edit properties of your reportRun Report• Processing or preview data• Export data in various formatsManage File• Create and save report and view
a report definition
www.villanova.edu/unit
• Package - A logical collection of data tables
www.villanova.edu/unit
• 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
www.villanova.edu/unit
• 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
www.villanova.edu/unit
Meet the Undo Button!!!
• Undo the last several things you’ve done
• Redo available
www.villanova.edu/unit
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)
www.villanova.edu/unit
Note about today’s 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
www.villanova.edu/unit
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.
www.villanova.edu/unit
Next Steps• More training sessions will be organized on a regular basis( most
likely on a bi-weekly basis) every month.
www.villanova.edu/unit
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
www.villanova.edu/unit
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.
www.villanova.edu/unit
Questions?
www.villanova.edu/unit
Thank You