This course is not currently offered by Global Knowledge. Information here is provided for reference only.

IBM Cognos Report Studio: Author Professional Reports (V10.1) is a five-day, instructor-led course combining the Report Studio Fundamentals and the Report Studio Advanced courses.

In this course, professional report authors will learn report building techniques using relational data models and ways to enhance, customize, and manage professional reports. You will participate in hands-on demos and workshops that illustrate key concepts while you learn how to use the product.

The second part of this course, the Advanced section, builds on topics learned in the Fundamentals section.

We've enhanced this instructor-led course to include unlimited online access to over 100 titles from our Custom Books Collection for one year. Some of our most popular titles include:

• IBM Cognos 8 Business Intelligence: The Official Guide
• IBM Cognos Planning: A Practical Guide to Developing and Deploying Planning Models for Your Enterprise
• WebSphere Application Server V7.0 Security Guide
• WebSphere Application Server V7.0 Administration and Configuration Guide
• HTML for the Business Developer: with JavaServer Pages, PHP, ASP.NET, CGI, and JavaScript

What You'll Learn

• Report building techniques using relational data models
• Enhancing, customizing, and managing professional reports

Who Needs to Attend

This intermediate course is intended for professional report authors.

Prerequisites

• Knowledge of your business requirements
• Experience using the Windows operating system
• Experience using a web browser

Follow-On Courses

There are no follow-ons for this course.

Course Outline

Fundamentals

1. Overview of IBM Cognos BI

• IBM Cognos BI and Financial Performance Management
• IBM Cognos BI components
• IBM Cognos BI architecture at a high level
• IBM Cognos groups and roles
• Extend IBM Cognos

2. Introduction to the Reporting Application

• Report Studio and its interface
• Different report types
• Create a simple, sorted, and formatted report
• How data items are added to queries

3. Create List Reports

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

4. Focus Reports Using Filters

• Create filters to narrow the focus of reports
• Detail and summary filters
• When to apply filters on aggregate data

5. Create Crosstab Reports

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

6. 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

7. Focus Reports Using Prompts

• 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

8. Extend Reports Using Calculations

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

9. Present Data Using Maps

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

10. Analyze Data Using Statistical Reports

• Statistical report types
• Descriptive statistics
• Statistical charts

11. Use Additional Report Building Techniques

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

12. Customize Reports with Conditional Formatting

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

13. 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

14. 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 can drill-through from (set scope)
• Set a measure as the scope
• Drill-Through Assistant

15. 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

Advanced

1. Create Query Models

• Build query models and connect them to the report layout
• Add filters and prompts to a report using the query model
• Edit a SQL statement to author custom queries

2. Create Query Reports Based on Relationships

• Create reports by merging query results
• Create reports by joining queries
• Combine data containers based on relationships from different queries
• Create query containers containing a single data value

3. Distribute Reports Through Bursting

• Distribute reports using bursting
• Create burst keys
• Identify report recipients and data items using burst tables
• Distribute reports using e-mail and IBM Cognos Connection

4. Create Advanced Dynamic Reports

• Filter reports on session parameter values
• Navigate a briefing book using a table of contents
• Create dynamic headers and title that reflect report data
• Let users navigate to specific locations in reports
• Create a customer invoice report

5. Design Effective Prompts

• Control report displays using prompts
• Specify conditional formatting values using prompts
• Create a report that formats based on prompts selection
• Create a sorted and filtered report based on prompt selection

6. Enhance User Interaction with HTML

• Create tool tips that clarify report data
• Create a pop-up window that contains prompts
• Send e-mails using links in a report

7. Create Additional Advanced Reports

• Create a report that displays summarized data before detailed data
• Highlight alternate rows in a list report
• Create a report using an external data file
• Use single data items to summarize report information
• Create a report using external data
• Save reports to server file system

8. Examine the Report Specification

• Report specification structure
• Save and edit reports locally
• Considerations for modifying a report specification
• Adding custom toolbox objects and custom template options

9. End-to-End Workshop

• Various managers have requested a number of reports to answer business questions pertaining to their areas of interest
• You have been provided with the requirements for each report

10. Introduction to Event Studio (Optional)

• Role of Event Studio in Performance Management
• Benefits of Event Studio
• Add tasks to an agent
• Run an agent

11. Build Agents with Event Studio (Optional)

• Create agents
• Use calculations and parameters in Event Studio
• Add tasks (e-mail, report, database update, agent)
• Manage task execution rules
• Test an event through its lifecycle
• Schedule an agent

Labs

You will participate in hands-on exercises throughout the class.