Please Note: Screen captures and labs in this course are taken from the V10.1 of the product. However, the concepts, procedures, and tasks are all applicable to a V10.2 environment and are suitable for V10.2 user education.

Audience

This course is intended for business authors.

Prerequisites

You should have:

  • Knowledge of your business requirements
  • Experience using basic Windows and Web functionality
  • Experience using a Web browser

Duration

1 Day

Outline for IBM Cognos Query Studio: Build Ad Hoc Reports (V10.1/10.2) Training

Overview of IBM Cognos BI

  • Discuss IBM Cognos and Performance Management
  • Describe IBM Cognos BI components
  • Describe IBM Cognos architecture at a high level
  • Define IBM Cognos BI groups and roles

Introduction to Query Studio

  • List the packages available for reporting
  • Understand report types
  • Add and save data to ad hoc reports
  • View data by using charts

Create Reports in Query Studio

  • Create list, grouped list, and crosstab reports
  • List the charts available and their appropriate use
  • Calculate and sort report data
  • Define a custom group to create your own report
  • Use shared dimensions to create multi-fact queries

Enhance Reports in Query Studio

  • Highlight report items using conditional styles
  • Focus the scope of a report using filters
  • Format report objects
  • Apply a report template

End to End Workshop

  • Create a grouped list report
  • Filter data based on revenue and order year
  • Add a prompt to view sales of selected sales representatives
  • Format the report
  • Create a crosstab report
  • Add a chart to the crosstab report
  • Generate report outputs

Manage Content in IBM Cognos Connection

  • Schedule and manage reports
  • View lineage information
  • Add comments to saved output
  • Personalize and organize content
  • Set alerts and watch rules
  • Design a portal page and dashboard
  • Set permissions using IBM Cognos BI groups and roles