Version 11.0 IBM Cognos Analytics - Reporting
IBM Cognos Analytics - Reporting
Version 11.0
User Guide
IBM
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Product Information
This document applies to IBM Cognos Analytics version 11.0.0 and may also apply to subsequent releases.
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Contents
Chapter 1. Getting started in IBM Cognos Analytics - Reporting.............................. 1
The user interface........................................................................................................................................ 1
Work in design, structure, or preview view................................................................................................. 6
Report layout and queries............................................................................................................................7
Layout..................................................................................................................................................... 7
Queries....................................................................................................................................................8
Report objects.............................................................................................................................................. 9
Find objects in a report........................................................................................................................ 10
Relational and dimensional reporting styles.............................................................................................10
Options....................................................................................................................................................... 13
Web browser settings................................................................................................................................ 16
Chapter 2. Creating a report.................................................................................19
Templates and themes.............................................................................................................................. 19
Adding data................................................................................................................................................ 19
Inserting a single data item....................................................................................................................... 20
Validating a report......................................................................................................................................21
Running a report........................................................................................................................................ 22
Limited and fully interactive reports....................................................................................................24
Specify Not to Render a Page If It Does Not Contain Data................................................................. 25
Controlling the Rows Per Page for Multiple Containers in HTML and PDF......................................... 25
Producing a Report in CSV Format.......................................................................................................26
Producing a Report in Microsoft Excel Format.................................................................................... 26
Producing a Report in XML Format...................................................................................................... 27
Viewing performance details............................................................................................................... 27
View Lineage Information for a Data Item................................................................................................ 28
The IBM Cognos Analytics lineage tool............................................................................................... 29
Access the IBM InfoSphere Information Governance Catalog................................................................ 30
Support for bidirectional languages.......................................................................................................... 31
Reports for workspaces in Cognos Workspace.........................................................................................32
Prompts in workspaces in Cognos Workspace.................................................................................... 33
Enable filters in workspaces in Cognos Workspace............................................................................ 33
Creating Reports for IBM Cognos for Microsoft Office..............................................................................34
Creating Reports for Mobile Devices......................................................................................................... 35
The IBM Cognos Software Development Kit.............................................................................................35
Chapter 3. Lists................................................................................................... 37
Set list properties.......................................................................................................................................37
Hide columns in list reports.......................................................................................................................38
Creating a scrollable list............................................................................................................................ 38
Using Repeaters......................................................................................................................................... 38
Chapter 4. Crosstabs........................................................................................... 41
Crosstab Nodes and Crosstab Node Members......................................................................................... 41
Set Crosstab Properties............................................................................................................................. 43
Create a Single-Edge Crosstab.................................................................................................................. 44
Create a Nested Crosstab.......................................................................................................................... 44
Creating headers automatically for sets in crosstabs...............................................................................45
Showing crosstab values as percentages................................................................................................. 46
Specify the Default Measure......................................................................................................................47
iii
Swap Columns and Rows...........................................................................................................................47
Indent Data................................................................................................................................................ 47
Change a List into a Crosstab.................................................................................................................... 48
Chapter 5. Charts................................................................................................ 49
Current Default Charts and Legacy Charts................................................................................................ 49
Creating Charts.......................................................................................................................................... 49
Chart Objects........................................................................................................................................49
Chart Types................................................................................................................................................ 53
Choosing a Chart Type and Configuration........................................................................................... 53
Column Charts...................................................................................................................................... 54
Line Charts............................................................................................................................................54
Pie Charts..............................................................................................................................................55
Bar Charts............................................................................................................................................. 56
Area Charts........................................................................................................................................... 56
Point Charts.......................................................................................................................................... 57
Combination Charts..............................................................................................................................57
Scatter Charts.......................................................................................................................................58
Bubble Charts....................................................................................................................................... 59
Quadrant Charts................................................................................................................................... 60
Bullet Charts......................................................................................................................................... 60
Gauge Charts........................................................................................................................................ 61
Pareto Charts........................................................................................................................................62
Progressive Column Charts.................................................................................................................. 62
Microcharts...........................................................................................................................................63
Marimekko Charts................................................................................................................................ 64
Radar Charts......................................................................................................................................... 64
Polar Charts.......................................................................................................................................... 64
Range Indicator Charts........................................................................................................................ 65
Chart Configurations............................................................................................................................ 65
Convert Charts From One Type to Another............................................................................................... 68
Convert Legacy Charts to Current Default Charts..................................................................................... 69
Limitations When Converting Legacy Charts....................................................................................... 69
Customizing chart properties.................................................................................................................... 70
Resize a Current Default Chart.............................................................................................................73
Resize a Legacy Chart...........................................................................................................................74
Customizing the Color Palette of a Chart.............................................................................................74
Creating a Conditional Color Palette in a Chart................................................................................... 76
Change a Chart Background in a Current Default Chart...................................................................... 79
Change a Chart Background in a Legacy Chart....................................................................................80
Add background effects to a chart object in a legacy chart................................................................ 80
Add Colored Regions in a Current Default Chart................................................................................. 81
Specify Custom Label Text................................................................................................................... 82
Customizing the Axes of a Chart.......................................................................................................... 83
Showing Gridlines in a Chart................................................................................................................ 86
Customize the Legend in a Current Default Chart............................................................................... 87
Customize the Items in the Legend of a Legacy Chart........................................................................ 88
Adding a note to a chart....................................................................................................................... 89
Adding a baseline to a chart.................................................................................................................90
Adding markers to charts..................................................................................................................... 92
Display Trendlines in Current Default Charts...................................................................................... 95
Display Regression Lines in Legacy Scatter or Bubble Charts............................................................ 96
Showing data labels or values in current default charts..................................................................... 97
Showing data values in current default pie and donut charts.............................................................98
Define Query Context When Customizing Legend Entries, Legend Titles, or Axis Labels.................. 98
Summarize Small Slices, Bars, or Columns in Current Default Charts............................................... 98
Customizing lines and data points in a line chart................................................................................ 99
iv
Customize a Current Default Combination Chart.............................................................................. 100
Create a Matrix of Current Default Charts......................................................................................... 101
Customize a Current Default Gauge Chart.........................................................................................103
Customize a Legacy Gauge Chart...................................................................................................... 104
Defining color by value in current default scatter or bubble charts................................................. 104
Specify the Bubble Size in a Current Default Bubble Chart.............................................................. 105
Set the Position of the First Slice in a Current Default Pie Chart...................................................... 106
Creating a Donut Chart from a Current Default Pie Chart................................................................. 106
Pull Out Pie Slices in a Current Default Pie Chart..............................................................................107
Define the Cumulation Line in a Current Default Pareto Chart......................................................... 108
Define the Cumulation Line in a Legacy Pareto Chart....................................................................... 109
Insert a Microchart into a Crosstab................................................................................................... 109
Customize a Current Default Bullet Chart......................................................................................... 109
Changing the number of hotspots in a chart...........................................................................................110
Create a drill-up and drill-down chart.....................................................................................................110
Chapter 6. Extensible visualizations...................................................................113
Adding a visualization to a report............................................................................................................113
Example - Adding a treemap visualization ....................................................................................... 114
Example - Adding a heatmap visualization ...................................................................................... 115
Example - Adding a packed bubble visualization .............................................................................117
Example - Adding a network diagram............................................................................................... 118
Visualization properties...........................................................................................................................119
Choosing where visualizations are rendered.......................................................................................... 119
Resizing a visualization............................................................................................................................120
Changing the nesting order .................................................................................................................... 120
Specifying the range values that are displayed...................................................................................... 121
Summarizing data in a visualization........................................................................................................122
Populating a visualization with data from the visualization definition...................................................123
Updating visualizations............................................................................................................................123
Converting visualizations from one type to another............................................................................... 123
Sorting a category field by a measure in visualizations..........................................................................124
Chapter 7. Maps................................................................................................127
Adding a map to a report......................................................................................................................... 127
Using latitude and longitude location information in a map.................................................................. 128
Setting up Mapbox to work with IBM Cognos Analytics......................................................................... 129
Using custom point or region information from Mapbox in a map visualization in a report..................130
Geospatial data........................................................................................................................................133
Ambiguous data.......................................................................................................................................133
Chapter 8. Active Reports.................................................................................. 135
Active Report Controls.............................................................................................................................135
Active Report Variables........................................................................................................................... 136
Convert an Existing Report to an Active Report......................................................................................136
Specify Active Report Properties............................................................................................................ 136
Adding Interactivity to a Report.............................................................................................................. 137
Create and Manage Active Report Variables..................................................................................... 137
Adding Controls to a Report...............................................................................................................139
Add Data to a Control......................................................................................................................... 143
Define a Connection Between Controls.............................................................................................145
Specify the Selection Behavior of a Control...................................................................................... 146
Specify the Reaction Behavior of a Control....................................................................................... 147
Set the No Value List Item................................................................................................................. 148
Show or Hide a Column or Row......................................................................................................... 149
Sort Data in a List............................................................................................................................... 149
Recommendation - use master detail relationships when authoring decks....................................150
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