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Cognos Training ManualFor UD Financial UsersContentsLevel I – Run Existing ReportsLogin to Cognos Connection 3Tour of Cognos Connection 4Run in browser 5-7Run with Options 8Download to Excel 9-10Email a report 11-15Schedule a report16Schedule a recurring report 17-20My Area 21-23Other Actions 24-25Level II – Basic Report WritingList ReportsLogin to Report Studio and choose package 1Five main components of Report Studio 2A1. Add fields 2A2. Use pre-written prompts 3A3. -A5. Add filters 3-4A7. Save in My Folders 5B1. Rename / Save as 5B2. Remove fields 5B3. Sort 5B4. Change column order 5-6B5. Group 6B7. Add an Aggregate for subtotals and totals 7B9. Add row numbers 6B10. Format a number for number of decimal points 6-7B11. Change date/time format 7B12. Add a calculated field for percentage 7-8B13. Create report title 8B14. Create dynamic title 8-9B15. Add text to footer 9B16. Download to Excel 9B17. Create a prompt 10Crosstab reportsAreas of a Crosstab report 2A1. Add fields 2A2. Sort fields 2A3. Use Pre-written prompts 3A5. Add filters 3A6. Format numbers for decimal points 3A9. Swap rows and columns 3A10. Add totals 4A11 Change names of row and column 4B. Change a List report into a Crosstab report 4-5C. Create Drill Through 5-7Repeater tablesRepeater Table defined 11. Convert a List report to a Repeater Table 22. Create a Repeater Table from scratch 3-52. l. Add a simple prompt 52. m. Add a border to a Repeater 53. Add a Repeater Table to a List 8Charts A. Chart Groups and Types 1B. Pie Chart 1C. Column Chart added to a Crosstab report 4D. Convert a chart to a different type 6Prompts A. Add a pre-written prompt 1B. Add a simple prompt with a filter Expression 2C. Add a Text Box Prompt 2D. Add a Value Prompt 5E. Create a Cascading Prompt page 6Advanced TopicsJoins using Query Explorer A. Simple report, starting with List1-9 Run menu item / View Tabular Data4 Join Relationship / Cardinality 5 Adding a Query Calculation8 BONUS - Add another field to the report9 BONUS - Add another report to verify your data9 B. Join with different queries10Master-Detail17 BONUS – Master-Detail with Drill Through21Report Templates23 Header/Footers23 Borders28Conditional Formatting31 Exceptional Data – Conditional Styles button 31 Alternating color on rows – Condition Explorer38Expressions 1-7.General Information 18. IF-THEN-ELSE and CASE WHEN 49. Function tab to help write expressions 510. Warning about Auto-aggregate feature 6Complex Report Join 4GL Dept Detail Tree 3Expression 3Repeater 4Master/Detail 7Tips & Hints1. URLs for Cognos 12. Join Cognos mail list 13. Email for questions/problems 14. Two ways to run reports 15. Unrecognized SOAP error 26. Delete vs. Cut 27. Singleton data element and how to avoid 39. Hints for Filters / Writing Expressions 410. Validate Report 511. Write report in DEV and copy to PROD 5 12. Write report in DEV/PROD and copy to same DB 513. Two ways to open report in Report Studio 614. Sort – how to view or change sort order in List 615. Use My Area/My Preferences - customize the “look” 716. No Data Content option 817. Browser will show when report needs to be saved 818. More about Filter Expressions 919. Crosstabs – adding rows, columns, measures1020. Pickup Style/Apply Style to copy text formatting1121. IF THEN ELSE expression12 ................
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