Report Studio Professional Authoring User Guide

Cognos? 8 Business Intelligence

REPORT STUDIO PROFESSIONAL AUTHORING USER GUIDE

Product Information

This document applies to Cognos? 8 Version 8.3 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos Global Customer Services Web site ().

Copyright

Copyright ? 2007 Cognos Incorporated.

Portions of Cognos? software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2; 6,995,768 B2; 7,062,479 B2; 7,072,822 B2; 7,111,007 B2; 7,130,822 B1; 7,155,398 B2; 7,171,425 B2; 7,185,016 B1;7,213,199 B2.

Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies.

While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document.

This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to either the product or the document will be documented in subsequent editions.

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Table of Contents

Introduction 37

Chapter 1: What's New? 39 New Features in Version 8.3 39 Professional and Express Authoring Modes 39 Enhanced User Interface When Working With Dimensional Data Sources 39 Enhanced Conditional Styles 40 Extended Crosstab Indentation 40 Customizable Data Tree 40 Table of Contents in PDF Reports 40 No Data Handling 40 Simplified Report Style 41 Enhanced Report Expressions 41 Singleton Results in Layout 42 PDF Horizontal Pagination 42 Page-by-Page PDF Page Layout 43 Zooming on Chart Region 43 Other New Features 43 Changed Features in Version 8.3 44 Product Behavior After Upgrade 44 Special Cell Values Shown Differently 44 Slicer Filters Now Affect All Edge Values 44 Default Calculation Position 45 Changes to Default Data Formats for OLAP Data Sources 45 Summaries on Non-Additive Measures Give Incorrect Results for SAP BW 46 FOR Aggregate is No Longer Context-dependent for OLAP 46 Rounding with Equality Filters for MSAS Cubes 47 Essbase Calculations on Missing Facts 47 Changes to the Data Tree for SAP BW 47 Deprecated Features in Version 8.3 48 Excel 2000 Format 48

Chapter 2: Report Studio 49 Planning Reports 49 Building Cognos 8 Applications 49 Working in Report Studio 50 The User Interface 51 Basic Report Structure 54 Working with Objects 56 Set Options 57 Web Browser Settings 61 Authoring Modes 61 Creating a Report 62 Specify the Package 62

Professional Authoring User Guide 3

Table of Contents

Choose a Report Template 63 Add Data to a Report 64 Save a Report 66 Run a Report 66 Set PDF Page Options 73 Creating Your Own Report Templates 74 Convert a Report to a Template 74 Create a New Template 75 Techniques for Creating Accessible Reports 75 Techniques for Creating Reports for Cognos 8 Go! Office 76 Managing Your Reports 77 The Cognos 8 SDK 78

Chapter 3: Types of Reports 79 List Reports 79 Group Data 80 Set the Group Span for a Column 81 Format Lists 84 Crosstab Reports 85 Crosstab Nodes and Crosstab Node Members 86 Create a Single-Edge Crosstab Report 87 Create a Nested Crosstab Report 88 Format Crosstabs 89 Indent Data 91 Change a List into a Crosstab 91 Example - Add Aggregate Data to a Crosstab Report 92 Example - Create a Discontinuous Crosstab 93 Charts 94 Example - Create a Column Chart to Plot Order Trends 95 Customize a Chart 96 Customize the Colors of a Chart 99 Change a Chart Background 101 Add a Baseline to a Chart 102 Customize the Lines in a Chart 105 Add a Marker to a Chart 106 Add a Note to a Chart 107 Specify the Chart Label Text and Value Text Shown 111 Specify Custom Label Text 111 Specify the Properties of a Gauge Chart 112 Create a Drill-up and Drill-down Chart 112 Example - Show Values in the Chart Legend 113 Define Query Context When Customizing Legend Entries, Legend Titles, or Axis Labels 115 Example - Customize the Axis Titles 115 Example - Create a Conditional Palette 117 Maps 119 Example - Create a Map Report 120 Example - Define Data Values for the Region Layer 121 Ignore Data with no Features 122 Match Data Values to Names in the Map File 122

4 Report Studio

Define Data Values for the Point Layer 123 Add Another Color to the Region or Point Layer 124 Specify the Size of Points 124 Add Titles, Subtitles, Footers, and Axis Title 125 Add Legend Titles 125 Add a Note to a Map 126 Customize a Map 126 Drill Through to Another Report From a Map 128 Edit a Map 129 Additional Maps 129 Location Intelligence 129 Repeaters 130 Convert a List into a Repeater 130 Example - Create Mailing Labels 131

Chapter 4: Formatting a Report 133

Recommendation - Laying Out a Report 134 Report Layout Guidelines 134

The Page Structure View 134 Add a Header or Footer 135 Add Borders 137 Add Text 137 Specify the Font 138 Add Color 138 Copy and Reuse Formatting 139 Insert an Image 139

Insert a Background Image 139 Create a Table of Contents 140 Add a Bookmark 141 Insert Other Objects 143

Elements Supported in Rich Text Items 145 Example - Add a Multimedia File to a Report 146 Align an Object 147 Use Tables to Control Where Objects Appear 147 Apply a Table Style 147 Apply Padding 148 Set Margins 148 Reuse a Layout Object 149 Change a Reused Object 150 Update Reused Objects 151 Add a Page 151 Create Page Sets 152 Join Nested Page Sets 153 Example - Preparing a Product List Report 154 Reorder Rows and Columns 155 Rename a Row or Column 156 Swap Columns and Rows 157 Insert Page Numbers 157 Setting Object Properties 158

Table of Contents

Professional Authoring User Guide 5

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