Cognos BI Getting Started

Transcription

1 Cognos BI Getting Started This document provides an overview of the IBM Cognos Business Intelligence report Consumer features beginning with how to access the tool. Supported Browsers Cognos BI 10.1 which is used for reporting works best on MS Internet Explorer and is currently only supported on the following so use of one of these browsers is recommended for both applications: Browser Operating System Support Status MS Internet Explorer 9 Windows Active MS Internet Explorer 8 Windows Compatible MS Internet Explorer 7 Windows Compatible MS Internet Explorer 6 SP1 Windows 2000 / 2003 Not Supported MS Internet Explorer 6 SP2 Windows XP Compatible Firefox 4,5, 14 Firefox 3.6 Firefox 3.5 Safari 5 (Cognos Connection and Report Viewer only) Windows, OS X, UNIX, Linux Windows, OS X, UNIX, Linux Windows, OS X, UNIX, Linux OS X, UNIX Active Active Compatible Active Requesting Access Requests for access should be submitted by the division, program, or department s lead administrator. Please forward requests for access to cpmsupport@ucar.edu. Page 1

2 Logging in To access the UCAR IBM Cognos Business Intelligence simply go to the following url below. Some users may be connected directly based on their CIT login (the login name and password for your personal workstation). Others may be prompted to enter their workstation login names and passwords. This will depend on the policies that different IT support groups have defined for browser settings on workstations. If integrated login is deployed as a policy, the login prompt will not be shown. UCAR Cognos Connection Production Site: Page 2

3 Getting Started Once logged in the Welcome Page appears, with links to IBM Cognos Connection (IBM Cognos content) and the IBM Cognos modules available to you. Note that you have the option to uncheck the Show this page in the future box in order to bypass this page and go right to IBM Cognos Connection. Select IBM Cognos Content to access IBM Cognos Connection and the UCAR report folder structure. Page 3

4 Getting Started Understanding IBM Cognos Connection Once you have successfully logged into IBM Cognos, or selected IBM Cognos content from the Welcome Page, the portal appears. This is the primary way to access the standard UCAR reports [and custom reports developed for your lab, program or division to be developed as needed]. Your user name (If you ve authenticated) Your personal workspace Report development interfaces based on security privileges All reports available to more than one person exist here Personalize and manage your reports here If there are more than 15 entries on a page, you ll need to page down to see everything Page 4

5 Navigating IBM Cognos Connection UCAR Report Folder Structure Below is a description of how reports are organized on the UCAR Cognos BI server. For the Pilot we will be focusing on reports in the Analytical Reports folder. UCAR Reports (Production) Analytical Reports - Budget and Forecasting o Forecast Reports - By Period Forecast Trend Analysis - Monthly o Account Key Attributes History Report o Account Key Attributes Report o Detailed Account Key Attributes List Report o Financial Organization o PM - Cost Projection Annual - Drill Through - FY o PM - Cost Projection Annual - Drill Through - Month/Quarter o PM - Cost Projection Annual - Drill Through - YTD o PM - Expense Class by Account o 002b - PM - Account Status with Expanded Budget o Account Keys to Move o MTDC by Fund source - Employee Plan to Actual o PM - Salary Expense by Account and Person - Working Plan vs Actual - DrillDown o PM - Salary Expense by Account and Person - Working Plan vs Forecast - DrillDown o 001- PM - Hours Worked and Non Worked by Pay Period o 001- PM - Hours Worked and Non-worked Working Plan vs Actual by Quarter o 001- PM - Hours Worked and Non-worked Working Plan vs Actual Current YTD o 001- PM - Hours Worked and Salary Expenditures Actuals by Employee by Pay Period o 001- PM - Hours Worked by Pay Period o 001- PM - Hours Worked Working Plan vs Actual by o Quarter 001- PM - Hours Worked Working Plan vs Actual Current YTD - Divisional HR Reports o Payroll Account Allocation Report to be added by 3/3/13 o Account Budget Summary Report to be added by 4/1/13 Page 5

6 o Other divisional HR reports to be incorporated into Payroll Account Allocation report or added by 4/1/13 pending gap analysis Financial Reports (IFAS tables and/or CPM DB as data source) o Accounts Payable o Accounts Receivable o Contracts POs For Foreign Vendors o Data Source no reports just data packages o Employee Pay Actuals Casuals Paid By Fiscal Year Employees Paid on DOD Accounts o General Ledger o Payroll o SEFA A1-131 SEFA - Federal Awards - Direct SEFA - Federal Awards - Direct w Conract Id SEFA - Federal Awards - PassThru o Travel HR IT security reports Proposal o Budget Summary Additional specific folders tbd Page 6

7 Navigating Folders Group Step-by-Step Exercise Navigate report folder structure 1. Navigate to the Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting 2. Click on the Analytical Reports folder link to navigate back up. 3. Click on the My Folders tab to navigate to your personal work space. 4. Create a personal folder in the My Folders tab. a. Click on the New Folder icon. b. Type Cognos report training in the Name box. c. Click Finish Page 7

8 Folder Tools As you navigate through the Public Folders and My Folders tabs, a Toolbar of available options displays. The Toolbar shows the actions that can be performed in the portal. They are described below. [these may need updating based on app security config] All Users Advanced Users Only Refresh the portal Create a new package - Show entries in a list Show detail information for each entry Create a folder (in My Folders only) Create a URL to an external file or web site Set the properties for the current folder or package Set the order for folders or entries Create a page Create a new dashboard Run multiple reports Cut the selected entries (My Folders only) Copy the selected entries Paste clipboard contents to the current location Delete the selected entries (My Folders only) NOTE These icons vary based on licensing permissions and only appear where they are relevant. On some pages they are not displayed. Group Step-by-Step Exercise Run a Report 1. Navigate to Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting 2. Review the report options available in the Actions menu. Page 8

9 Set/modify properties View the output versions Run with options Create a report view (shortcut) Schedule recurring jobs (advanced users only) All available report options Open the report in Report Studio (advanced users only) 3. Click on the Run with options icon under Actions for Account Key Attributes Report. 4. Select any options needed for this report execution. For now, select HTML and click Run. One time scheduling Distribution options HTML PDF EXCEL 2007 EXCEL 2002 Delimited text (CSV) XML Page 9

10 5. Run the report. 6. Enter an account key in the prompt page. Your report executes and displays the results in the IBM Cognos Viewer, the interface used to display reports. Clicking on the report name itself to view a report may or may not display the most current data. It is more consistent to always Run with options ( ). Clicking on the Report View link to a report allows you to view a report without having to re-input prompt parameters, but again, the data may not be the most current. Page 10

11 IBM Cognos Viewer While viewing a report in IBM Cognos Viewer, you can perform many actions that are available from the Run with options and the Run with advanced options pages. The Keep this version drop-down box provides options to or save the report. Saving the report as a Report View is like creating a shortcut. Run the report again with the blue arrow. Drill down and Drill up allow users to navigate through dimensionally modeled data (Note: This report is not using dimensionally modeled data- thus the buttons are inactive). Drill-thru takes users to a related report. The View options are available in another drop-down box: The Add this report drop-down box allows users to quickly add the report to My Folders or My Bookmarks Page 11

12 You can open the report in Report Studio by clicking on the triangle (advanced users only). Clicking on the arrow returns you to the same folder. This is most common method to return to the folder to run multiple reports. Clicking on Home returns you to IBM Cognos Connection home. Clicking on the Browser s X button Cognos Connection! closes IBM Cognos Viewer and IBM NOTE When using IBM Cognos Viewer in HTML output, always check to see if there is a Page Down option in the bottom left of the report. There may be more data that isn t displayed on the initial page Search for Reports As the UCAR report portfolio grows, you may need to search for a report you are looking for. You can search for a report by its name and description created by the report developer. Group Step-by-Step Exercise Search for Report 1. Click on the Home icon to return to IBM Cognos Connection. 2. In Public Folders, click on the down arrow beside the Search box and select Name field. Page 12

13 3. Type Hours in the Search box and press Enter or click. Note the results. Page 13