Workshop 1 Working with Cognos Workspace
|
|
- Roland Stevenson
- 7 years ago
- Views:
Transcription
1 An IBM Proof of Technology Workshop 1 Working with Cognos Workspace What is Cognos Workspace? IBM Cognos Cognos Workspace is a web-based tool which allows you to use Cognos content and external data sources to interact, analyze and build sophisticated interactive dashboards that facilitate collaborative decision making. Workshop Objectives In this workshop, you will: Familiarize yourself with the Cognos Workspace interface. Consume and interact with content within Cognos Workspace. Create a new workspace with advanced features 1.1 Getting started 1. If the following home page appears, select My home. Page 6 Workshop 1
2 IBM Software 2. In the Cognos Connection portal, navigate to the sales area by clicking on folders Samples > Models > Cognos Workspace Samples and finally click on the Cognos Workspace Tabbed Workspace. Maximize the window to display the entire workspace if it is not already maximized. Final workspace display should appear as: Experience Business Intelligence with IBM Cognos Page 7
3 An IBM Proof of Technology 1.2 Interacting with content Note the variety of widgets (lists, crosstabs, charts, navigation, and filters) as well as the available interactivity. See the sliding filters on the left hand side for different date ranges. Modify the filter to see how the displayed results change. In the Select a value box on the left, slide the right indicator to Notice how the widgets (ones that contain dates) automatically respond and redisplay based on the selected filtering. 5. To demonstrate additional interactivity, change a chart s color scheme. Click on the Revenue by Product Line chart widget to display widget main menu bar. Select Change Color Palette > Excel Page 8 Workshop 1
4 6. IBM Software Now let s see how we can change the type of a chart. Click on the Revenue Planned vs Actual chart widget and select the Change Display Type > More. Select the ALL tab and note the variety of different chart formats that include (but not limited to) bar, column, gauge and pie. Let s select Table to see the underlying numbers. Click OK The chart then changes to a crosstab view that displays the numbers underlying the chart: v Experience Business Intelligence with IBM Cognos Page 9
5 An IBM Proof of Technology 7. In the prior crosstab view, click to right of the text in the cell with Camping Equipment (do not click directly on the underlined Camping Equipment text as that will execute a drill-down action). Right mouse click to display a context menu of additional options. Note the various other interactions that are available including the following list. Do not select any of these options at this point, just click elsewhere on the workspace to remove the menu. Drill Up/Down Go To (link to another report, drill across) Filter Sort Calculate Swap Rows/Columns Freeze row or column headings Lineage (data derivation) Page 10 Workshop 1
6 8. IBM Software Perform a drill down action within a widget. To see the underlying details that aggregate up to Camping Equipment, simply click directly on the text for Camping Equipment to drill down into the details for that product. 9. Perform a Drill Up action by clicking directly on the Camping Equipment text at the bottom row of the table. 10. We can add a new comment to any widget. You can add a comment by right-clicking a cell, row or column, or an overall widget and selecting Comment. In this example, on the Revenue Planned vs Actual widget select to the right of the column header text January Then the widget s icon and select Add. Enter Example comment and select Done. Once the comment has been added, hover over the red thumbtack symbol in the upper right corner of the Jun/2011 cell to view the comment. 11. You can use in addition to comments for collaboration within Cognos Workspace. You can send the URL of the current workspace by and customize the message or copy the URL to the clipboard so it can be pasted into other documents. Select the main menu icon on the overall workspace (not an individual widget) and select Link or Copy Link to Clipboard. For this step, select Link. When the screen appears, just review the contents then close the window without sending. Experience Business Intelligence with IBM Cognos Page 11
7 An IBM Proof of Technology 12. Swap Rows and Columns in our crosstab. Select the crosstab widget we have been working with and click the icon 13. To see how to print a widget s content, select the crosstab widget we have been working with and its main menu icon, select the Print as PDF option. Page 12 Workshop 1
8 14. IBM Software View the report, then scroll down to the second page which has a full listing of all of the comments for that particular widget. Close the PDF window when you are finished reviewing the content. 15. To see the variety of export formats available for a widget, select the crosstab widget s main menu icon, select Export to to view the list of options, but do not run any of the exports. Experience Business Intelligence with IBM Cognos Page 13
9 An IBM Proof of Technology 1.3 Augmenting workspace with additional content Add additional content to the workspace There are several ways to locate content for use in a workspace. In these steps you will see how to use the built-in search functionality as well as how to browse content to find reports and report parts to place into an existing workspace. 16. First you must open the Content pane. From the toolbar menu at the top of the page, select Insert > Insert Content. This will open a pane on the right-hand side of the page with content that can be placed onto the workspace. Only content that the currently logged in user has access to will be displayed in this content area. This pane can also be viewed/hidden by clicking the blue arrow bar that separates the Content pane from the workspace. in the middle of the 17. To reduce clutter in the workspace in preparation for the next several steps, remove the Crosstab widget we have been working with by selecting the widget s main menu and Remove from Workspace option and select Remove in response to the prompt. Note this is not required. You can place widgets on top of widgets if desired. Page 14 Workshop 1
10 IBM Software 18. Let s see how we can locate content by browsing to relevant reports using a Windows Explorer-like paradigm in the Content pane. Navigate to Public Folders > Samples > Models > GO Sales (analysis) > Report Studio Report Sample > 2011 Sales Summary > Combination Chart Select the Combination Chart11111 report part and drag it onto the workspace where the Crosstab used to be and resize it to fit. Experience Business Intelligence with IBM Cognos Page 15
11 An IBM Proof of Technology 1.4 Create a new workspace using advanced features Up to this point, we have only manipulated an existing workspace adding widgets etc. This section highlights how to create a new workspace using some of the more advanced features of Cognos Workspace. 20. Select the workspace main menu button and select New. (Or if you have skipped the prior sections and are opening Cognos Workspace for the first time, start Cognos Workspace from the Launch menu in Cognos Connection portal OR Page 16 Workshop 1
12 IBM Software 21. A blank workspace will appear with the Content pane expanded. Note the small icon on the left hand side. Select that icon to expand the Global area pane. This is an area that is common to all tabs in the workspace. Here you can keep any object in view as you click through the tabs in the workspace. In addition, this area gives you the flexibility to add filters that apply across all tabs versus just a single tab. This will be covered in more detail in upcoming steps in this exercise. 22. Cognos Workspace provides a variety of ways to customize the aesthetics of the display. You can customize the style and background of your workspace using styles in Cognos located under Layout and Style in the main toolbar across the top of the workspace. For this exercise, we will demonstrate how to add a custom image for the background of the overall workspace. In the main toolbar, select Layout and Style > Edit Workspace Style. Experience Business Intelligence with IBM Cognos Page 17
13 An IBM Proof of Technology 23. In the Edit Workspace Style screen that displays, select the Widgets tab at the top and note the variety of options available to format widgets. 24. Still in the Edit Workspace Style screen, select the Tabs and Global Area tab. Select the color dropdown and select Set Colory. Select a background color and press OK button. You may also use images which demonstrates the flexibility Cognos Workspace offers to use a variety formatting options to make your workspace more consistent with a company s web pages or other user interface standards. Page 18 Workshop 1
14 Add widgets to your custom workspace IBM Software One of the powerful features of Cognos Workspace is the ability to insert entire reports or portions of reports from a variety of different subject areas providing a user-specified consolidated view of data regardless of source. 25. To illustrate, let s first locate some sales content. In the Content pane on the right side of the screen, navigate from Public Folders > Samples > Models > GO Data Warehouse (analysis) > Cognos Workspace Source Files and expand the Employee Satisfaction report. 26. Drag and drop the Employee Survey to the top portion of the workspace and the Employee Satisfaction column chart and Combination Chart to the middle of the workspace. The display should appear like this: Experience Business Intelligence with IBM Cognos Page 19
15 An IBM Proof of Technology 27. Up to this point we have a workspace with just employee data, but suppose you needed to incorporate other information you have access to such as sales data that reside in other reports or areas within IBM Cognos? Navigate to Public Folders > Samples > Models > GO Sales (analysis) > Report Studio Report Samples and expand the 2011 Sales Summary report. Drag and drop the Americas, Asia Pacific and Europe charts (not the entire report) across to the bottom of the workspace. 28. Double click on Tab 1 in the lower left of the display and rename the tab to Employee Satisfaction. Press OK. Page 20 Workshop 1
16 IBM Software 29. Create a new tab by clicking on the main menu button for the overall workspace in the upper left hand corner and select New Tab. Double click on Tab 2 and rename the tab to Regional Performance. Press OK. 30. Locate sales rep performance data. Navigate to Public Folders > Samples > GO Data Warehouse (analysis) > Cognos Workspace Source. Expand the Number of Sales Reps and Sales Data folder. Drag and drop the Number of Sales Reps chart and Revenue Map list report parts onto the Regional Performance tab as illustrated below. Experience Business Intelligence with IBM Cognos Page 21
17 An IBM Proof of Technology Add action buttons and filtering to the global area on your custom workspace In this section, we will see that a workspace includes an area that is common to all tabs in the workspace. This global area can be optionally displayed or hidden. Within this global area, you can keep any object in view as you click through the tabs. This can include report widgets or other toolbox items such as action buttons and filters. For example, you can add a Territory filter in the global area so that you can have that same filter applied across all tabs, not just a single tab that was demonstrated earlier in the workshop. 31. Be sure the global area on the left hand side of the screen is expanded and visible by clicking on the small arrow icon located in the vertical bar on the left side of the screen. 32. Add two action buttons to the Global area. Under the right side Content pane, select the Toolbox tab located at the bottom of the pane:. Drag and drop an Action button from the Toolbox to the global area pane on the far left side of the page. Leave the Action set to Go To First Tab. Enter Employee Satisfaction as the Customized Label. Press OK. Position the button. Page 22 Workshop 1
18 IBM Software 33. Drag and drop a second Action button from the Toolbox into the global area. Set the Action to Go To Regional Performance. Enter Regional Performance as the Customized Label. Press OK. Position the button as you see below. Experience Business Intelligence with IBM Cognos Page 23
19 An IBM Proof of Technology 34. Let s now see how to easy it is to add a filter to the global area with no programming required. Drag and drop a Select Value Filter from the Toolbox into the global area. In the Select a data item to filter on: area, scroll down until you see Year and select it. Keep all other items at their default values. Note that in the properties of the filter you have numerous options such as values to be used, whether the filter is multi-select, and the display format of the filter (list vs checkbox). Press OK. Position the filter as you see in the screen shot below. Also note that when the Select Value Filter was activated, the system automatically found all the appropriate data items across all of the widgets on all the tabs that were candidates for this type of filter for you. No programming was necessary to create this filter making this a very accessible feature to business users. Note 35. Let s see how these buttons and filters operate. In the Select a Value filter, uncheck 2010 and Select Apply. 36. Click both action buttons to toggle between the two tabs to see that the widgets across both tabs reflect the filtered values. Page 24 Workshop 1
20 IBM Software To review, the content oriented widgets that are available to you in Cognos Workspace include: BI content o Reports and/or report parts o Active Reports o PowerPlay reports o Alerts, Events, Inbox o URL s o Folders (will display as navigation panes similar to Cognos Connection) o Prompts Metric Studio Content o Watch Lists o Scorecards o Strategies o Metric Types o Individual Metrics TM1 Content o TM1 Websheet o TM1 Cube view Cognos for Real Time Content Furthermore, there are several additional toolbox widgets that could be brought into your workspace beyond the ones we have dealt with in this workshop. The complete list is illustrated below: Experience Business Intelligence with IBM Cognos Page 25
21 An IBM Proof of Technology 1.5 Summary IBM Cognos Workspace is a web-based tool that allows you to use IBM Cognos content and external data sources (RSS feeds, web pages etc.) to build sophisticated interactive workspaces that provide insight and facilitate collaborative decision making. Cognos Workspace provides users with a unified workspace that they can view, interact with and personalize in ways that support the unique way that they analyze data and make decisions. Historical information alongside current data and predictive analytics help them to quickly move from insight to decision all from within a single dashboard. In this workshop, you performed the following: Familiarize yourself with the Cognos Workspace interface. Consume and interact with content within Cognos Workspace. Create a new workspace with advanced features Page 26 Workshop 1
22 IBM Software Experience Business Intelligence with IBM Cognos Page 27
University of Rochester
University of Rochester User s Guide to URGEMS Ad Hoc Reporting Guide Using IBM Cognos Workspace Advanced, Version 10.2.1 Version 1.0 April, 2016 1 P age Table of Contents Table of Contents... Error! Bookmark
More informationSAP Business Intelligence (BI) Reporting Training for MM. General Navigation. Rick Heckman PASSHE 1/31/2012
2012 SAP Business Intelligence (BI) Reporting Training for MM General Navigation Rick Heckman PASSHE 1/31/2012 Page 1 Contents Types of MM BI Reports... 4 Portal Access... 5 Variable Entry Screen... 5
More informationMicrosoft Access 2010 handout
Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant
More informationWebSphere Business Monitor V6.2 Business space dashboards
Copyright IBM Corporation 2009 All rights reserved IBM WEBSPHERE BUSINESS MONITOR 6.2 LAB EXERCISE WebSphere Business Monitor V6.2 What this exercise is about... 2 Lab requirements... 2 What you should
More informationElisabetta Zodeiko 2/25/2012
PRINCETON UNIVERSITY Report Studio Introduction Elisabetta Zodeiko 2/25/2012 Report Studio Introduction pg. 1 Table of Contents 1. Report Studio Overview... 6 Course Overview... 7 Princeton Information
More informationSAP Business Intelligence (BI 7) Reporting Training. General Navigation. Created by the Budget Office Bloomsburg University 2/23/2012
2012 SAP Business Intelligence (BI 7) Reporting Training General Navigation Created by the Budget Office Bloomsburg University 2/23/2012 1 Contents Business Intelligence 7.0 (BI) Reports... 4 BI Logon...
More informationLearn About Analysis, Interactive Reports, and Dashboards
Learn About Analysis, Interactive Reports, and Dashboards This document supports Pentaho Business Analytics Suite 5.0 GA and Pentaho Data Integration 5.0 GA, documentation revision February 3, 2014, copyright
More informationMicrosoft Word 2010. Quick Reference Guide. Union Institute & University
Microsoft Word 2010 Quick Reference Guide Union Institute & University Contents Using Word Help (F1)... 4 Window Contents:... 4 File tab... 4 Quick Access Toolbar... 5 Backstage View... 5 The Ribbon...
More informationCreate an Excel BI report and share on SharePoint 2013
2013 Create an Excel BI report and share on SharePoint 2013 Hands-On Lab Lab Manual This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web
More informationTxDMV RTS Training Guide for Working with Cognos Reports
TxDMV RTS Training Guide for Working with Cognos Reports April, 2015 About This Guide This Training Guide introduces the implementation of the Cognos enterprise reporting tool for the TxDMV Registration
More informationWebSphere Business Monitor V7.0 Business space dashboards
Copyright IBM Corporation 2010 All rights reserved IBM WEBSPHERE BUSINESS MONITOR 7.0 LAB EXERCISE WebSphere Business Monitor V7.0 What this exercise is about... 2 Lab requirements... 2 What you should
More informationBI 4.1 Quick Start Java User s Guide
BI 4.1 Quick Start Java User s Guide BI 4.1 Quick Start Guide... 1 Introduction... 4 Logging in... 4 Home Screen... 5 Documents... 6 Preferences... 8 Web Intelligence... 12 Create a New Web Intelligence
More informationIntroduction to SharePoint For Team Site Owner/Administrators. Instructional Guide
Instructional Guide Class Goals: 1. Understanding & Navigating the SP Team Site Structure 2. Using SP to create & maintain a collaborative site for your team: Planning & Design, Lists, Libraries, Web Parts
More informationREUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS COGNOS REPORTS
REUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS COGNOS REPORTS 28-APRIL-2015 TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. USE GET HELP NOW & FAQS... 1 SYSTEM
More informationDataPA OpenAnalytics End User Training
DataPA OpenAnalytics End User Training DataPA End User Training Lesson 1 Course Overview DataPA Chapter 1 Course Overview Introduction This course covers the skills required to use DataPA OpenAnalytics
More informationBI 4.1 Quick Start Guide
BI 4.1 Quick Start Guide BI 4.1 Quick Start Guide... 1 Introduction... 4 Logging in... 4 Home Screen... 5 Documents... 6 Preferences... 8 Setting Up Preferences to Display Public Folders... 10 Web Intelligence...
More informationHistory Explorer. View and Export Logged Print Job Information WHITE PAPER
History Explorer View and Export Logged Print Job Information WHITE PAPER Contents Overview 3 Logging Information to the System Database 4 Logging Print Job Information from BarTender Designer 4 Logging
More information6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field.
Adobe Acrobat Professional X Part 3 - Creating Fillable Forms Preparing the Form Create the form in Word, including underlines, images and any other text you would like showing on the form. Convert the
More informationBusiness Insight Report Authoring Getting Started Guide
Business Insight Report Authoring Getting Started Guide Version: 6.6 Written by: Product Documentation, R&D Date: February 2011 ImageNow and CaptureNow are registered trademarks of Perceptive Software,
More information2) Sharing Projects Made easy by IntelliGantt s Share Wizard, there are three share options to fit the needs of your project.
Introduction TeamDirection IntelliGantt solutions allows you and the rest of your project team to collaborate on your projects together. How you would like work together is up to you. The project manager
More informationSAS BI Dashboard 4.3. User's Guide. SAS Documentation
SAS BI Dashboard 4.3 User's Guide SAS Documentation The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2010. SAS BI Dashboard 4.3: User s Guide. Cary, NC: SAS Institute
More informationIn this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class.
Creating a Pie Graph Step-by-step directions In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. 1. Enter Data A. Open
More informationCOGNOS 8 Business Intelligence
COGNOS 8 Business Intelligence QUERY STUDIO USER GUIDE Query Studio is the reporting tool for creating simple queries and reports in Cognos 8, the Web-based reporting solution. In Query Studio, you can
More informationBasic Microsoft Excel 2007
Basic Microsoft Excel 2007 The biggest difference between Excel 2007 and its predecessors is the new layout. All of the old functions are still there (with some new additions), but they are now located
More informationDecision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide
Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence
More informationQuest Web Parts for SharePoint
Quest Web Parts for SharePoint Quest Web Parts for SharePoint enables you to build line-of-business applications on the SharePoint Platform while overcoming the limitations of SharePoint forms, lists,
More informationMicroStrategy Desktop
MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from
More informationCOGNOS Query Studio Ad Hoc Reporting
COGNOS Query Studio Ad Hoc Reporting Copyright 2008, the California Institute of Technology. All rights reserved. This documentation contains proprietary information of the California Institute of Technology
More informationWeb Intelligence User Guide
Web Intelligence User Guide Office of Financial Management - Enterprise Reporting Services 4/11/2011 Table of Contents Chapter 1 - Overview... 1 Purpose... 1 Chapter 2 Logon Procedure... 3 Web Intelligence
More informationBuild Your First Web-based Report Using the SAS 9.2 Business Intelligence Clients
Technical Paper Build Your First Web-based Report Using the SAS 9.2 Business Intelligence Clients A practical introduction to SAS Information Map Studio and SAS Web Report Studio for new and experienced
More informationExcel 2007 - Using Pivot Tables
Overview A PivotTable report is an interactive table that allows you to quickly group and summarise information from a data source. You can rearrange (or pivot) the table to display different perspectives
More informationMicrosoft PowerPoint 2008
Microsoft PowerPoint 2008 Starting PowerPoint... 2 Creating Slides in Your Presentation... 3 Beginning with the Title Slide... 3 Inserting a New Slide... 3 Slide Layouts... 3 Adding an Image to a Slide...
More informationTask Card #2 SMART Board: Notebook
Task Card #2 SMART Board: Notebook Objectives: Participants will learn how to utilize the SMART Notebook. Table of Contents: Launching The SMART Notebook Page 1 Entering Text Page 1 Top Toolbar Page 2
More informationBID2WIN Workshop. Advanced Report Writing
BID2WIN Workshop Advanced Report Writing Please Note: Please feel free to take this workbook home with you! Electronic copies of all lab documentation are available for download at http://www.bid2win.com/userconf/2011/labs/
More informationVersion 10.1.0 Getting Started
IBM Cognos Business Intelligence Version 10.1.0 Getting Started Product Information This document applies to IBM Cognos Version 10.1.0 and may also apply to subsequent releases. To check for newer versions
More informationWebFOCUS BI Portal: S.I.M.P.L.E. as can be
WebFOCUS BI Portal: S.I.M.P.L.E. as can be Author: Matthew Lerner Company: Information Builders Presentation Abstract: This hands-on session will introduce attendees to the new WebFOCUS BI Portal. We will
More informationMicrosoft Office PowerPoint 2003. Creating a new presentation from a design template. Creating a new presentation from a design template
Microsoft Office PowerPoint 2003 Tutorial 2 Applying and Modifying Text and Graphic Objects 1 Creating a new presentation from a design template Click File on the menu bar, and then click New Click the
More informationUser Guide for TeamDirection Dashboard
User Guide for TeamDirection Dashboard Table Of Contents Introduction...1 Learning TeamDirection Dashboard...1 New in Dashboard...3 Getting Started...4 Dashboard Features...5 Folders...5 Projects View
More informationORACLE BUSINESS INTELLIGENCE WORKSHOP
ORACLE BUSINESS INTELLIGENCE WORKSHOP Creating Interactive Dashboards and Using Oracle Business Intelligence Answers Purpose This tutorial shows you how to build, format, and customize Oracle Business
More informationSAS VISUAL ANALYTICS AN OVERVIEW OF POWERFUL DISCOVERY, ANALYSIS AND REPORTING
SAS VISUAL ANALYTICS AN OVERVIEW OF POWERFUL DISCOVERY, ANALYSIS AND REPORTING WELCOME TO SAS VISUAL ANALYTICS SAS Visual Analytics is a high-performance, in-memory solution for exploring massive amounts
More informationWorkspaces Creating and Opening Pages Creating Ticker Lists Looking up Ticker Symbols Ticker Sync Groups Market Summary Snap Quote Key Statistics
Getting Started Workspaces Creating and Opening Pages Creating Ticker Lists Looking up Ticker Symbols Ticker Sync Groups Market Summary Snap Quote Key Statistics Snap Report Price Charts Comparing Price
More informationReceivablesVision SM Getting Started Guide
ReceivablesVision SM Getting Started Guide March 2013 Transaction Services ReceivablesVision Quick Start Guide Table of Contents Table of Contents Accessing ReceivablesVision SM...2 The Login Screen...
More informationExcel for Data Cleaning and Management
Excel for Data Cleaning and Management Background Information This workshop is designed to teach skills in Excel that will help you manage data from large imports and save them for further use in SPSS
More informationCreating a Patch Management Dashboard with IT Analytics Hands-On Lab
Creating a Patch Management Dashboard with IT Analytics Hands-On Lab Description This lab provides a hands-on overview of the IT Analytics Solution. Students will learn how to browse cubes and configure
More informationHandout: Word 2010 Tips and Shortcuts
Word 2010: Tips and Shortcuts Table of Contents EXPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 IMPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 USE THE FORMAT PAINTER... 3 REPEAT THE LAST ACTION... 3 SHOW
More informationSQL Server 2005: Report Builder
SQL Server 2005: Report Builder Table of Contents SQL Server 2005: Report Builder...3 Lab Setup...4 Exercise 1 Report Model Projects...5 Exercise 2 Create a Report using Report Builder...9 SQL Server 2005:
More informationCustom Reporting System User Guide
Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe
More informationNAVIGATION TIPS. Special Tabs
rp`=j~êëü~ää=påüççä=çñ=_ìëáåéëë Academic Information Services Excel 2007 Cheat Sheet Find Excel 2003 Commands in Excel 2007 Use this handout to find where Excel 2003 commands are located in Excel 2007.
More informationMicroStrategy Tips and Tricks
MicroStrategy Tips and Tricks 1. If a prompt is required, it will have a red (Required) note. 2. If a prompt has been answered, it will have a green flag on the left-hand side of the screen. 3. You can
More informationBusiness Analytics Enhancements June 2013
Business Analytics Enhancements June 03 Enhancement Summary June 03 Item # Site Location Enhancement Welcome Page New style - Fonts and colors have changed as a result of the enhanced reporting engine
More informationUF Health SharePoint 2010 Introduction to Content Administration
UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours
More informationORACLE BUSINESS INTELLIGENCE WORKSHOP
ORACLE BUSINESS INTELLIGENCE WORKSHOP Integration of Oracle BI Publisher with Oracle Business Intelligence Enterprise Edition Purpose This tutorial mainly covers how Oracle BI Publisher is integrated with
More informationMICROSOFT OUTLOOK 2010 WORK WITH CONTACTS
MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6
More informationWhat Do You Think? for Instructors
Accessing course reports and analysis views What Do You Think? for Instructors Introduction As an instructor, you can use the What Do You Think? Course Evaluation System to see student course evaluation
More informationSalient Dashboard Designer 5.75. Training Guide
Salient Dashboard Designer 5.75 Training Guide Salient Dashboard Designer Salient Dashboard Designer enables your team to create interactive consolidated visualizations of decision support intelligence,
More informationMicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy
MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy ACTION Enter User name and Password. Keep default selection of LDAP
More informationIntroduction to Microsoft Access 2010
Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:
More informationBusiness Objects Version 5 : Introduction
Business Objects Version 5 : Introduction Page 1 TABLE OF CONTENTS Introduction About Business Objects Changing Your Password Retrieving Pre-Defined Reports Formatting Your Report Using the Slice and Dice
More informationIntroduction To Microsoft Office PowerPoint 2007. Bob Booth July 2008 AP-PPT5
Introduction To Microsoft Office PowerPoint 2007. Bob Booth July 2008 AP-PPT5 University of Sheffield Contents 1. INTRODUCTION... 3 2. GETTING STARTED... 4 2.1 STARTING POWERPOINT... 4 3. THE USER INTERFACE...
More informationMicrosoft Excel Basics
COMMUNITY TECHNICAL SUPPORT Microsoft Excel Basics Introduction to Excel Click on the program icon in Launcher or the Microsoft Office Shortcut Bar. A worksheet is a grid, made up of columns, which are
More informationGoogle Sites: Site Creation and Home Page Design
Google Sites: Site Creation and Home Page Design This is the second tutorial in the Google Sites series. You should already have your site set up. You should know its URL and your Google Sites Login and
More informationAppendix A How to create a data-sharing lab
Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,
More informationfor Sage 100 ERP Business Insights Overview Document
for Sage 100 ERP Business Insights Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered
More informationemarketing Manual- Creating a New Email
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
More informationIntellect Platform - Tables and Templates Basic Document Management System - A101
Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System
More informationHow To Create A Powerpoint Intelligence Report In A Pivot Table In A Powerpoints.Com
Sage 500 ERP Intelligence Reporting Getting Started Guide 27.11.2012 Table of Contents 1.0 Getting started 3 2.0 Managing your reports 10 3.0 Defining report properties 18 4.0 Creating a simple PivotTable
More informationIntroduction to Microsoft Access 2013
Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:
More informationMicrosoft Office System Tip Sheet
The 2007 Microsoft Office System The 2007 Microsoft Office system is a complete set of desktop and server software that can help streamline the way you and your people do business. This latest release
More informationContent Author's Reference and Cookbook
Sitecore CMS 6.5 Content Author's Reference and Cookbook Rev. 110621 Sitecore CMS 6.5 Content Author's Reference and Cookbook A Conceptual Overview and Practical Guide to Using Sitecore Table of Contents
More informationInstructions for Formatting APA Style Papers in Microsoft Word 2010
Instructions for Formatting APA Style Papers in Microsoft Word 2010 To begin a Microsoft Word 2010 project, click on the Start bar in the lower left corner of the screen. Select All Programs and then find
More informationAIM Dashboard-User Documentation
AIM Dashboard-User Documentation Accessing the Academic Insights Management (AIM) Dashboard Getting Started Navigating the AIM Dashboard Advanced Data Analysis Features Exporting Data Tables into Excel
More informationCal Answers Analysis Training Part III. Advanced OBIEE - Dashboard Reports
Cal Answers Analysis Training Part III Advanced OBIEE - Dashboard Reports University of California, Berkeley March 2012 Table of Contents Table of Contents... 1 Overview... 2 Remember How to Create a Query?...
More informationWHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT
WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT The Ribbon... 2 Default Tabs... 2 Contextual Tabs... 2 Minimizing and Restoring the Ribbon... 3 Customizing the Ribbon... 3 A New Graphic Interface... 5 Live
More informationGoogle Sites. How to create a site using Google Sites
Contents How to create a site using Google Sites... 2 Creating a Google Site... 2 Choose a Template... 2 Name Your Site... 3 Choose A Theme... 3 Add Site Categories and Descriptions... 3 Launch Your Google
More informationNV301 Umoja Advanced BI Navigation. Umoja Advanced BI Navigation Version 5 1
NV301 Umoja Advanced BI Navigation Umoja Advanced BI Navigation Version 5 Last Copyright Modified: United 08-August-13 Nations 1 Agenda Course Introduction Module 1: Analysis Workspaces Module 2: Define
More informationMail Chimp Basics. Glossary
Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application
More informationIFAS Reports. Participant s Manual. Version 1.0
IFAS Reports Participant s Manual Version 1.0 December, 2010 Table of Contents General Overview... 3 Reports... 4 CDD Reports... 5 Running the CDD Report... 9 Printing CDD Reports... 14 Exporting CDD Reports
More informationStudent Manager s Guide to the Talent Management System
Department of Human Resources 50 Student Manager s Guide to the Talent Management System 1 Table of Contents Topic Page SYSTEM INTRODUCTION... 3 GETTING STARTED... 4 NAVIGATION WITHIN THE TALENT MANAGEMENT
More informationINFOASSIST: REPORTING MADE SIMPLE
INFOASSIST: REPORTING MADE SIMPLE BRIAN CARTER INFORMATION BUILDERS SUMMIT 2010 USERS CONFERENCE JUNE 2010 Presentation Abstract: InfoAssist, WebFOCUS' browser-based ad hoc reporting tool, provides a single
More informationCreate a Poster Using Publisher
Contents 1. Introduction 1. Starting Publisher 2. Create a Poster Template 5. Aligning your images and text 7. Apply a background 12. Add text to your poster 14. Add pictures to your poster 17. Add graphs
More informationGoogle Docs Basics Website: http://etc.usf.edu/te/
Website: http://etc.usf.edu/te/ Google Docs is a free web-based office suite that allows you to store documents online so you can access them from any computer with an internet connection. With Google
More informationWEBTrader. User Guide
WEBTrader User Guide Table of Contents Creating a Demo account How to log in Main Areas of the WebTrader Market Watch Favorites Adding Favorites Spot Panes Charts Adding New Chart Using Charts Chart Options
More informationCreating a Poster in PowerPoint 2010. A. Set Up Your Poster
View the Best Practices in Poster Design located at http://www.emich.edu/training/poster before you begin creating a poster. Then in PowerPoint: (A) set up the poster size and orientation, (B) add and
More informationHRS 750: UDW+ Ad Hoc Reports Training 2015 Version 1.1
HRS 750: UDW+ Ad Hoc Reports Training 2015 Version 1.1 Program Services Office & Decision Support Group Table of Contents Create New Analysis... 4 Criteria Tab... 5 Key Fact (Measurement) and Dimension
More informationStep One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013)
USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) This guide was created to allow agencies to set up the e-data Tech Support project s Microsoft Access template. The steps below have been
More informationIBM Cognos Business Intelligence Version 10.2.0. Getting Started Guide
IBM Cognos Business Intelligence Version 10.2.0 Getting Started Guide Note Before using this information and the product it supports, read the information in Notices on page 51. Product Information This
More informationInstructions for Formatting MLA Style Papers in Microsoft Word 2010
Instructions for Formatting MLA Style Papers in Microsoft Word 2010 To begin a Microsoft Word 2010 project, click on the Start bar in the lower left corner of the screen. Select All Programs and then find
More informationMicrosoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.
Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.
More informationAppspace 5.X Reference Guide (Digital Signage) Updated on February 9, 2015
Appspace 5.X Reference Guide (Digital Signage) Updated on February 9, 2015 1 TABLE OF CONTENTS 2 What is Appspace For Digital Signage... 4 3 Access Appspace... 4 4 Best Practices and Notes... 4 5 Appspace
More informationMitigation Planning Portal MPP Reporting System
Mitigation Planning Portal MPP Reporting System Updated: 7/13/2015 Introduction Access the MPP Reporting System by clicking on the Reports tab and clicking the Launch button. Within the system, you can
More informationIntroduction to IBM Digital Analytics Michigan.gov
Introduction to IBM Digital Analytics Michigan.gov Revised: October 17, 2013 Table of Contents Overview... 3 Accessing Digital Analytics... 3 System Requirements... 3 Main Page... 3 Top Navigation... 4
More informationExcel 2013 - Using Pivot Tables
Overview A PivotTable report is an interactive table that allows you to quickly group and summarise information from a data source. You can rearrange (or pivot) the table to display different perspectives
More informationMonthly Payroll to Finance Reconciliation Report: Access and Instructions
Monthly Payroll to Finance Reconciliation Report: Access and Instructions VCU Reporting Center... 2 Log in... 2 Open Folder... 3 Other Useful Information: Copying Sheets... 5 Creating Subtotals... 5 Outlining
More informationInternet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source
Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand
More informationMICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS
MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...
More informationBusiness Objects 4.1 Web Intelligence introduction
Computing Services IT Literacy Business Objects 4.1 Web Intelligence introduction Document Information Author Revised By Lydia Maskell Lydia Maskell with input from Steve Wyatt Date 05/07/2016 Version
More informationUSER GUIDE. Unit 5: Tools & Modules. Chapter 3: Forms & Surveys
USER GUIDE Unit 5: Tools & Modules Chapter 3: Schoolwires Centricity Version 4.0 TABLE OF CONTENTS Introduction... 1 Audience and Objectives... 1 Major Components of a Form or Survey... 2 Overview... 2
More informationVirto SharePoint Gantt Chart App for Office 365 Release 1.0.3. User and Installation Guide
Virto SharePoint Gantt Chart App for Office 365 Release 1.0.3 User and Installation Guide 2 Table of Contents OVERVIEW... 3 FEATURES LIST... 3 SYSTEM/DEVELOPER REQUIREMENTS... 3 OPERATING SYSTEM... 3 SERVER...
More informationMigrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1
Migrating to Excel 2010 - Excel - Microsoft Office 1 of 1 In This Guide Microsoft Excel 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key
More informationOutlook Web Access. PRECEDED by v\
Outlook Web Access Logging in to OWA (Outlook Web Access) from Home 1. Login page http://mail.vernonct.org/exchange 2. To avoid these steps each time you login, you can add the login page to your favorites.
More information