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

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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

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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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