Excercise -1

The Cognos Connection Web site

Before you can use Report Studio, you must know how to open the Cognos Connection web site.

 Exercise 1—Open the Cognos Connection Web Site

 Note: Report Studio works only on the Internet Explorer web browser on a computer running the Windows operating system.

1.      Open the Internet Explorer web browser.

2.      To access the Cognos Connection web site, type the following URL in the browser’s Address field and then press ENTER:

   https://cognos.udel.edu/crn/

3.      Type your UDelNet ID in the appropriate field.

4.      Type your password in the 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. Report Studio allows you to author complex reports based on your business needs. Reports can contain multiple report objects: lists, charts, and crosstabs as well as images, logos, and other elements.

End of Exercise

Table of Contents

 Cognos Connection Website
           Exercise 1—Open the Cognos Connection Web Site.

Open Report Studio        
           Exercise 2—Open Report Studio and Begin a New Report.

The Report Studio Window      

Report Terminology    

Add Data to a Report      
            Exercise 3—Add Data to a Report and Save It.

Run the Report    
             Exercise 4—Validate and Run the Report.

Types of Reports                                                                              
List Reports        
Grouped List Reports      
            Exercise 5—Create a Grouped List Report and Set the Level Span

Create Repeated Form Frames from a List      
             Exercise 6—Create Repeated Form Frames from a List

Crosstab Reports                                                                                                                    Exercise 7—Create a New Crosstab Report.
             Exercise 8—Create a Crosstab Report from an Existing Report.

Charts                                                                                                                  
             Exercise 9—View the Types of Report Studio Charts.
Create a Chart    
             Exercise 10—Create a Column Chart.
             Exercise 11—Create a Combination Chart.

Manipulate Data in Reports                                                                    
Filters        
             Exercise 12—Add a Filter.

Filter on Details and Summaries      
             Exercise 13—Filter on Details
             Exercise 14—Create a Summary Filter.

Filter Groups      
             Exercise 15—Filter Groups.
Filter Crosstabs    
            Exercise 16—Filter a Crosstab Report.

Prompts      
            Exercise 17—Add a Prompt.
            Exercise 18—Use the “Build Prompt Page” Tool.

Cascading Prompts      
            Exercise 19—Build a Cascading Prompt.
            Exercise 20—Create a Single-Value Cascading Prompt.
            Exercise 21—Create a Multiple-Value Cascading Prompt.

Optional Prompts    
             Exercise 22—Add an Optional Prompt.
Drill Throughs    
            Exercise 23—Create a Target Report.
            Exercise 24—Create a Parent Report with a Drill Through.

Report Layouts                                                                                            
            Exercise 25—Create a Report Layout.
            Exercise 26—Create a Crosstab Report from Scratch.

Advanced Techniques                                                                                              
            Exercise 27—Change the Organization of a List Report.
            Exercise 28—Add Styling at a Higher Level.
            Exercise 29—Add an Image or Annotate a Crosstab Report.

Report Studio Queries                                                                                  
            Exercise 30—Explore the Report Studio Tabular Model.
            Exercise 31—Work with the Report Studio Cube Definition.

Master-Detail Reports                                                                                              
            Exercise 32—Create a Master-Detail Report.
            Exercise 33—Add a Filter to a Master-Detail Report.

Parent-Child Report                                                                                  
          Exercise 34—Create a Parent-Child Report.

Create an Invoice                                                                                                    
            Exercise 35—Create a Query for an Invoice.
            Exercise 36—Build the Invoice Page Header.
            Exercise 37—Create the Invoice Page Body.
            Exercise 38—Add Data to the Invoice.
            Exercise 39—Add a List Footer to the Report.

Create a Template                                                                                                  
            Exercise 40—Create a  Report Template.

Cognos Introduction

Cognos Report Studio

Introduction

This document introduces you to Cognos Report Studio. The Report Studio and Query Studio reporting tools are two parts of  the Cognos ReportNet web application that allows you to create ad hoc and managed reports. With Query Studio, you created ad hoc reports. Report Studio lets you create and manage complex reports, define layouts and styles, and much more. It offers more  flexibility in calculating and in formatting report data. With Report Studio you can

·        Author complex reports using your data.

·        Save and reuse reports.

·        Run reports in a variety of formats.

·        Print reports.

·        Create report templates.

·        Manage reports.

Note: You can open a Query Studio report in Report Studio and edit it as a Report Studio report. However, you cannot open a Report Studio report in Query Studio

Prerequisites

To use this training material effectively, you should be familiar with producing ad hoc reports using Query Studio. Some exercises in this class build on skills you acquired in the Query Studio class. You should also be familiar with your department’s data. This training is designed to familiarize you with the Cognos Report Studio reporting tool; it is not designed to familiarize you with the underlying data in UD’s system. The training is based on data in a demonstration database.

Important Note

This 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 basics.

Training Objectives

This class was designed using a desktop computer running the Windows 10 operating system and using the Internet Explorer (version 10) browser. If you use a different type of computer or operating system, some of the screen graphics may appear slightly different 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.

·        Open Report Studio.

·        Create a report.

·        Choose the package for the report.

·        Choose a template for the report.

·        Add query items to the report.

·        Save the report.

·        Run the report.

·        Recognize the types of reports.

·        Change the appearance of reports.

·        Create crosstab reports.

·        Use charts.

·        Filter, sort, and group data.

·        Add prompts.

·        Perform calculations.

·        Create Drill-Through reports.

·        Create reports from scratch.

·        Add styling and images.

·        Understand how reports are structured.

·        Create a Master-Detail report.

·        Create a Parent-Child report.

·        Create a report template.