Audience

This intermediate course is intended for Professional Report Authors.

Prerequisites

This offering is intended for professional report authors who have a knowledge of their business requirements, experience using the Windows OS and a web browser, and have also taken the IBM Cognos BI for Consumers (10.2) WBT.

Duration

3 Days

Outline for IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.2) Training

Overview of IBM Cognos BI 

  • Describe IBM Cognos BI and Financial Performance Management
  • Describe IBM Cognos BI components
  • Describe IBM Cognos BI architecture at a high level
  • Define IBM Cognos groups and roles
  • Explain how to extend IBM Cognos

Introduction to the Reporting Application

  • Examine Report Studio and its interface
  • Explore different report types
  • Create a simple, sorted, and formatted report
  • Explore how data items are added to queries

Create List Reports

  • Format, group, and sort list reports
  • Describe options for aggregating data
  • Create a multi-fact query
  • Create a report with repeated data

Focus Reports Using Filters

  • Create filters to narrow the focus of reports
  • Examine detail and summary filters
  • Determine when to apply filters on aggregate data

Create Crosstab Reports

  • Format and sort crosstab reports
  • Convert a list to a crosstab
  • Create crosstabs using unrelated data items
  • Create complex crosstabs using drag and drop functionality

Present Data Graphically

  • Create charts containing peer and nested items
  • Add context to charts
  • Create and reuse custom chart palettes
  • Present key data in a single dashboard report

Focus Reports Using Prompts

  • Identify various prompt types
  • Use parameters and prompts to focus data
  • Search for prompt items
  • Customize prompts to facilitate users' choices
  • Navigate between pages
  • Display users' prompt selections in the report

Extend Reports Using Calculations

  • Create calculations based on data in the data source
  • Add run-time information to the reports
  • Create expressions using functions

Present Data Using Maps

  • Present data using map reports
  • Navigate to another level within a map

Use Additional Report Building Techniques

  • Reuse objects within the same report
  • Share layout components among separate reports
  • Discuss report templates
  • Add pages to a report
  • Choose options to handle reports with no available data

Customize Reports with Conditional Formatting

  • Create multi-lingual reports
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports

Drill-Through From One Report to Another

  • Let users navigate from a specific report to a target report
  • Pass parameter values to filter the data in drill-through targets

Drill-through Definitions

  • Enable users to navigate to related data in IBM Cognos BI
  • Parameter-driven drill through vs. dynamic drill through
  • Steps to enable drill-through access for a package
  • Limit the items that users ca drill through from (set scope)
  • Set a measure as the scope
  • Drill Through Assistant

Enhance Report Layout

  • Force page breaks in reports
  • Modify existing report structures
  • Apply horizontal formatting
  • Specify print options for PDF reports
  • Combine data containers displaying data from different queries
  • Format data and report objects