Cognos 11 step by step to learn

Table of Contents

1)     Data Modelling Overview

a)      Data Module

i)        Creation of Data Server

(1)    DW1 Ds creation procedure

(2)    Cube package publish and cube data source creation

ii)       Creation of Data Module

(1)    Refining a data module

(2)    Source panel

(3)    Data module panel

(4)    Diagram

(5)    Data tray

(6)    Validation tray

(7)    Relationship

(8)    Creating a relationship from scratch

(9)    Validating data module

b)      Data Set

i)        Why data set

ii)       Creation of Data Set

iii)      Refreshing and scheduling data set

c)      Maintenance activities

i)        Scheduling reports and Sending by mails

ii)       Default prompt value set in C11 report

iii)      Access provided report level

iv)     Access provided report folder level

v)      Another alternative way to provide data / license access

vi)     User log in information details

vii)    Activities status running:  reports, jobs, schedule, agent

viii)   Copy or move reports / folder single reports

Document Revision History

Date	Version	Description(Reason for changing the document)	Author
16/02/2017	1.0	Initial version: Data Modelling - Data server, Data module, Data set.	Ranjan Das
17/02/2017	1.1	Create cube package in Cognos analytics 11 using Cognos data source. Page no 9	RanjanDas
22/02/2017	1.2	Data set, section : Introduction, page no : 23	Ranjan Das
09/05/2017	1.3	Maintenance activities	Ranjan Das

Data Modelling Overview

·        Cognos Analytics to access and shape data from data servers or uploaded files.

·        Many sources of data

o   relational databases,

o   Hadoop-based technologies,

o   Microsoft Excel spreadsheets,

o   and text files

·        Refine a data module in many ways.

o   Creating calculations.

o   Defining data filters.

o   Referencing additional tables.

o   Reviewing and updating metadata properties that include aggregation settings and labels.

·        Data modules can be used in both dashboards and reports.

·        A dashboard can beassembled from multiple data modules.

·        Data modeling in Cognos Analytics does not replace Framework Manager, Cube Designer, or Transformer, which remainavailable for more complex modeling.

Intent-driven modeling

You can use intent-driven modeling to add tables into your data module. When possible, the intent-driven modeling proposal is a star or snowflake of tables.

 

 

 

 

Data Module

You can create data modules by combining inputs from up to four types of input sources:

1.      Other data modules

2.      Data servers

3.      Uploaded files

4.      Data sets

When you create a new data module from the home screen of IBM Cognos Analytics. You are presented with five possible input sources in Sources

1.      Data modules

2.      Data servers

3.      Uploaded files

4.      Data sets

5.      Packages

Five possible input sourcesfor Data module

Packages

Packages are created in IBM Cognos Framework Manager and contain dimensions, query subjects, and other data contained in Cognos Framework Manager Projects. You can use packages as sources for a data module.

Uploaded files

Uploaded files are data that are stored with the Upload files facility.

Data servers

Data servers are databases for which connections exist and can be used as source for data modules.

Data modules: Data modules are source objects that contain data from data servers, uploaded files, or other data modules, and are saved.

Data sets

Data sets contain extracted data from a package or a data module.

Creation of data server

·        Click Manage > Data server connections.

·        In the Data server connections panel, click the Create a new connection   icon.

·        Select the data server type.

·        In the Create a new connection to a data server panel, type a unique name for the connection, along with the data server connection details. The data server connection details can vary by data server type. Consult your database administrator for the data server connection details.

·        If applicable, click advanced to specify more connection details. For example, you can specify a Cognos-specific property in the Connection properties field. For information about the supported properties, see the topic about Cognos-specific connection parameters in the IBM Cognos Analytics Administration and Security Guide.

·        Specify the type of sign-on for the connection. You have the following choices.

·        Connect anonymously Choose this option when anonymous connections are allowed to the data server.

·        IBM Cognos Windows Service credentials Choose this option to use the credentials of the Windows domain account that is running the IBM® Cognos® Analytics service. This option is only applicable to Microsoft data servers. Prompt for the user ID and password Choose this option when the user must be prompted for database credentials with each use. Use the IBM Cognos Analytics credentials

·        Choose this option to use the credentials that are stored in Content Manager for a user, instead of the credentials stored for a sign-on. Use the following saved credentials Choose this option to store a user name and password for any user to connect to the data server.

·        Click Test to verify that the data server connection works.

Data server connections are created in Manage >Data servers Connections

Click on + sing  to create new data server connections

Select required data source type

DW1 DS Connection details

Cube package publish and cube data source creation

·        Create data source as same as Cognos 10 procedure.

·        One you click finish at final stage of data source creation below screen will appear

·        Just check this option “Create a package” then ok

·        Provide package name  here is “CUBE Advance Booking History C8 - Demo - pkg”

·        Then Next

·        Then Finish

·        Now you see cube data source and cube package

Data source	Package

Creation of data module

Procedure

·        In the IBM Cognos Analytics welcome screen, click New → Data module.

·        In Sources, select Data servers.

·        In Data servers, select great_outdoors_warehouse.

·        In great_outdoors_warehouse, check GOSALESDW/gosalesdw.

·        In Selected sources, click Start.

·        In Intent, type sales revenue and then click Go. A proposed model is displayed in Intent

·        In Intent, click Add this proposal A base module is created and displayed.

·        You can now explore the model. For example, click an item in Data module,and then clickto view and modify the properties of the item.

·        To save the model, click Save ( ).

·        To create a report from your data module, click Try it. A new tab opens in your browser with IBM Cognos Analytics - Reporting open within it. Yourdata module is shown in Source Data items.

·        Drag Product Line Code from Sls Product Dim and Quantity from Sls SalesFact into the report.

·        Click Run options ( ) to select an output format, and then click RunHTML to run the report and view the output as a web page.

Data module creation process:

>> Click on new

>> Data module

>> Data servers (great_outdoors_warehouse)

>> GOSALESDW (cheked)

>> Click on start

In Intent, type sales revenue testing and then click Go. A proposed model is displayed in Intent

In Intent, click Add this proposal A base module is created and displayed

You can now explore the model. For example, click an item in Data module, and then click to view and modify the properties of the item.

To save the model, click Save ().

To create a report from your data module, click Try it. A new tab opens in your browser with IBM Cognos Analytics - Reporting open within it. Your data module is shown in Source Data items.

Drag Product Line Code from Sls Product Dim and Quantity from Sls Sales Fact into the report.

Click Run options () to select an output format, and then click Run HTML to run the report and view the output as a web page.

Refining a data module

The initial data module that you create manually or using intent modeling mightcontain data that is not required for your reporting purposes.

You can refine your data module by applying the following modifications:

·        Add or delete tables.

·        Edit or create new relationships between tables.

·        Change column properties.

·        Create basic and custom calculations.

·        Define filters.

·        Group data.

·        Clean the text data.

·       Hide tables and columns.

·       Undoand redoactions up to 20 times

Source panel

·        The source panel shows the sources of data that were selected when the data module was created. Data servers, uploaded files, and other data modules.

·        Drag tables onto the data module panel or onto the diagram to add them to the data module.

Data module panel

·       The data module tree shows the tables and columns of data that is included in the data module.

·       Click the context menu iconfor the module, table creating filters and calculations, or renaming and deleting items.

Diagram

·        The diagram is a graphical representation of table relationships in a data module.

·       Relationships, edit the data module, andview the cardinality information for the relationships

·       Right-click a table : creating joins or filters, renaming the table, viewing the table properties, or removing it from the module

·       Click the change view icon  The diagram now shows the cardinality relationships between different tables in your data module. Move the Degrees of separation slider. diagram shows different distances of relationships between tables.

Data tray

·       Click on  to view the actual data in table columns and rows.

·       Navigate row

·       Navigate columns

·       To close the data tray, click its icon again

Validation tray

You can use the validation tray to view errors that are identified by the validation process. Validate operation anywhere in the modeling user interface, and the failed validation icon.

Relationship

·       You can create / modify / delete relationships

·       You can use the diagram to examine the relationships, create and edit the joins, orview the join cardinality.

·       Right click on join and edit

Define jon type

Add new join

Table

Column

Cardinality

Creating a relationship from scratch

Relationships can be created between tables from the same source and from different sources.

·        In the data module tree or in the diagram then click on join

·       To view or edit all relationships defined for a table, go to the Relationships tab in the table properties.

Calculations

Grouping data

Cleaning data

Creating custom calculations

Creating navigation groups

Filtering data

Hiding tables and columns

Validating data module

In the data module tree, click the data module context menu icon, and click Validate

Save the data module

Data set

Introduction

·        You can create data set that can contains selected tables and rows from saved data modules.

·        A data set contains data stored as a single table in a columnar format.

·        The data in a data set is extracted from a package or a data module.

·        One you have saved a data set, you can schedule regular refreshes of the data by creating schedule in the properties of the data set.

·        Cognos Analytics introduces a new type of gateway to data – they are called data sets.

·        Define a data set by choosing one or more items (columns) from a package or data module, and apply filters to reduce the data

·        Data sets can be used to gather a customized collection of items that you use frequently.

Why data set

Because the data is cached, data sets can improve query performance and reduce the workload on your database(s). Here’s some reasons to use a data set.

·        improve query performance if your database is slow

·        reduce the load on an overworked database (especially during peak periods)

·        retain a version of the data at a specific time

Data Sets capability introduced in IBM Cognos Business Intelligence v10.2.2

The administrator must first grant you access to these two Cognos Connection components:

·        a Data Sets repository

·        the My Data Sets page

Creation of data set

·        From Team content Navigate to your package / data module click on the ellipsis next to your package name and choose "Create data set".

·        Populate the data set by choosing which columns you would like in your data set.

Drag data item which you wants to include in Data set like product line, sales total.

You have the option to summarize detailed values, suppressing duplicates.

Refreshing/Scheduling your Data Set

Through the Cognos Analytics portal, you can change a data set’s columns and filters anytime you want. You can also update its data either on-demand or schedule the refreshes to occur automatically including weekly, daily, hourly or every X minutes.

Team content >> Data set >> refresh

Team content >> Data set >> properties >> schedule

Click on Get Started Now

Click on IBM Cognos analytics

Searchcontents of the portal

My content: is like My folder Cognos 10

Team Content:  is Public folder in Cognos10

·        Create reports

·        Dashboards

·        Models : Called “Data Module” as Framework manager in Cognos 10

Recent: capture you’re recent activates

New

·        Create Reports : Its similar to report studio, however lots of GUI, Layout changes

·        Dashboard : It’s like Business Insight in Cognos 10

·        Data module: Framework manager, now framework manager no longer stand alone client tool. Directly you build model on web

Notification: Cognos objects run success / failed notification

Manage:

Data Servers:It’s like Data source in Cognos10

Create new data source / Data servers, so many data sources supported to Cognos 11.

Administration console: Same as Cognos Administration

You can see configuration tab

Welcometo switch view when developing report

Create New Data Module / FM

Ø  Click on New

Ø  Click on data module

Ø  Click on data servers / data source

Ø 

Ø  Click on uploaded files

Ø  Click on check box

Ø  Selected Sources will appears

Ø  I can click start :

Ø  After click starts csv file/ table will appear with given columns. Its lie 3 layer.

Ø  Create new data module and rename this (Middle)

Ø  Save this data module to my content folder

You can drag and drop tables from selected sources to Data module

Maintenance activities

Scheduling reports and Sending by mails:

Default prompt value set in C11 report:

Access we can control by as same as C10 however when we need report or folder level access control use below.

Access provided report level:

Public Folder path >> … Report properties >> Permission

Access provided report folder level:

Public Folder path >> … Report folder properties >> Permission

Another alternative way to provide data / license access:

Here is example of “Capco Admin” group how to add user. Same way we can add other groups as well.

User log in information details:

Activities status running:  reports, jobs, schedule, agent

Copy or move reports / folder single reports:

Difficulties is copy multiple reports