IBM Cognos 10 Report Studio Cookbook, Second Edition


IBM Cognos 10 Report Studio Cookbook, Second Edition
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Learn advanced techniques to produce real-life reports that meet business demands
  • Learn tricks and hacks for speedy and effortless report development
  • Peek into the best practices used in industry and discover ways to work like a pro

Book Details

Language : English
Paperback : 364 pages [ 235mm x 191mm ]
Release Date : August 2013
ISBN : 1849688206
ISBN 13 : 9781849688208
Author(s) : Ahmed Lashin, Abhishek Sanghani
Topics and Technologies : All Books, Big Data and Business Intelligence, Cookbooks, Enterprise, IBM

Table of Contents

Preface
Chapter 1: Report Authoring Basic Concepts
Chapter 2: Advanced Report Authoring
Chapter 3: Using JavaScript Files – Tips and Tricks
Chapter 4: The Report Page – Tips and Tricks
Chapter 5: Working with XML
Chapter 6: Writing Printable Reports
Chapter 7: Working with Dimensional Models
Chapter 8: Working with Macros
Chapter 9: Using Report Studio Efficiently
Chapter 10: Working with Active Reports
Chapter 11: Charts and New Chart Features
Chapter 12: More Useful Recipes
Chapter 13: Best Practices
Appendix: Recommendations and References
Index
  • Chapter 1: Report Authoring Basic Concepts
    • Introduction
    • Summary filters and detail filters
    • Sorting grouped values
    • Aggregation and rollup aggregation
    • Implementing if-then-else in filters
    • Formatting data – dates, numbers, and percentages
    • Creating sections
    • Hiding columns in crosstabs
    • Prompts – display value versus use value
    • Chapter 2: Advanced Report Authoring
      • Introduction
      • Adding cascaded prompts
      • Creating a nested report – defining the master detail relationship
      • Writing back to the database
      • Adding conditional formatting
      • Formatting negative values
      • Playing with conditional styles
      • Using conditional blocks – many reports in one
      • Defining drill-through from crosstab intersection
      • Overriding crosstab intersection drill-through definitions
      • Chapter 3: Using JavaScript Files – Tips and Tricks
        • Introduction
        • Defining dynamic default values for prompts
        • Changing the title of the value prompt
        • Validating textbox prompts
        • Showing/hiding prompt controls at runtime
        • Selecting and submitting values automatically
        • Manipulating the Date Time control
        • Creating a variable width bar chart using JavaScript
        • Chapter 4: The Report Page – Tips and Tricks
          • Introduction
          • Showing images dynamically (traffic light report)
          • Handling the missing image issue
          • Dynamic links to an external website (a Google Maps example)
          • Alternating drill links
          • Showing tooltips on reports
          • Merged cells in Excel output
          • Worksheet name in Excel output
          • Conditional column titles
          • Chapter 5: Working with XML
            • Introduction
            • Changing drill targets quickly
            • Copying and pasting drill links
            • Removing references to old packages or items
            • A hidden gem in XML – row level formatting
            • Chapter 6: Writing Printable Reports
              • Introduction
              • Controlling the container size and rows per page
              • Eliminating orphan rows
              • Defining page orientation and size (and overriding them for one page)
              • Avoiding page title repetition
              • Horizontal pagination
              • Page numbering with horizontal pagination
              • Choosing the output format from a prompt
              • Choosing the right colors
              • Defining page sets
              • Cautions about HTML items and JavaScript files
              • Displaying the report name in a footer
              • Chapter 7: Working with Dimensional Models
                • Introduction
                • List report or crosstab report
                • Filtering rows or columns
                • Filtering a whole report
                • Adding a prompt into Slicer and its limitations
                • Achieving zero suppression
                • Aggregation versus preaggregated values
                • The roleValue() function
                • Swapping dimensions using MUN manipulation
                • Chapter 8: Working with Macros
                  • Introduction
                  • Adding data-level security using the CSVIdentityMap macro
                  • Using the Prompt macro in native SQL
                  • Making prompts optional
                  • Adding a token using macros
                  • Using the prompt() and promptmany() macros in query subjects
                  • Showing the prompt values in a report based on security
                  • String operations to get it right
                  • Showing a username in the footer
                  • Chapter 9: Using Report Studio Efficiently
                    • Introduction
                    • Using Report Studio's environmental options
                    • Copying and pasting partial or full reports
                    • Upgrading report specifications
                    • Setting the execution timeout
                    • Setting the maximum row limit
                    • Handling slow report validation
                    • Capturing a query
                    • Browsing values from the data expression window
                    • Viewing the page structure
                    • Picking up and applying styles
                    • Using the "grab them all" practice
                    • Using Default Data Formats
                      • Chapter 11: Charts and New Chart Features
                        • Introduction
                        • Chart formatting options
                        • Converting a chart to another chart type
                        • Working with pie charts
                        • Getting started with bullet charts
                        • Getting started with scatter charts
                        • Chapter 12: More Useful Recipes
                          • Introduction
                          • Timing report execution
                          • Missing values versus zero values
                          • Overriding data formatting using patterns
                          • Setting up conditional drill-throughs
                          • Dynamically switching between reports using an iFrame
                          • Freezing column titles
                          • Chapter 13: Best Practices
                            • Introduction
                            • Reducing the number of query items
                            • Highlighting hidden items
                            • Using relative paths for images
                            • Controlling JavaScript file execution
                            • Customizing classes for report-wide effect
                            • Creating templates
                            • Regression testing
                            • Commenting the code
                            • Naming data containers (lists, crosstabs, and charts) for use in Cognos Workspace
                            • Enabling a larger worksheet size for Excel 2007
                            • Appendix: Recommendations and References
                              • Introduction
                              • Version controlling
                              • Recommendations for prompt types
                              • Cognos Mashup Service
                              • SDK and third-party tools for Cognos
                              • IBM Cognos Analysis For Excel (CAFE)
                              • IBM Cognos for Microsoft Office
                              • IBM Cognos Workspace
                              • IBM Cognos Workspace Advanced
                              • IBM Cognos Cloud

                              Ahmed Lashin

                              Ahmed Lashin is a highly motivated Information Technology (IT) professional with more than nine years of experience, most of it in the Business Intelligence and data warehousing domains. His core skills include a full set of BI tools, ETL, and data warehousing tools such as IBM Cognos, IBM DataStage, SAP BusinessObjects, Microsoft SQL Server BI SSIS, SSAS, and SSRS. Through his experience, he has been exposed to many industries such as banking and finance, oil and gas, education, and the automotive industry. Currently, Ahmed is working as a Business Intelligence Lead in one of IBM's major global partners. He is also an IBM Certified Cognos Solution Expert. This is Ahmed's first technical book. He is maintaining a technical blog at http://www.alashin.net. You can get in touch with him at ahmed@alashin.net.

                              Abhishek Sanghani

                              Abhishek Sanghani was born in India and attended Mumbai University, where he majored in Computer Engineering. He began his career in 2004 as a Business Intelligence and Cognos Consultant, and has worked with leading IT and financial services companies since then. He pursued Finance Management along with his work in the field of Cognos and BI, successfully progressing and winning awards and certifications year-on-year. Presently, he is working in the United Kingdom, utilizing his skills of Cognos, SQL, BI, and data warehousing. In his free time, he writes technical blogs and also provides training/seminars on demand. He first authored Packt Publishing's book IBM Cognos 8 Report Studio Cookbook, which was well received worldwide. He has recently composed a video course called IBM Cognos 10 Report Studio Fundamentals, which is available on the www.packtpub.com website for download as well as online streaming.
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                              What you will learn from this book

                              • Learn basic and advanced options around sorting, filtering, and aggregation of data
                              • Explore the powerful features of Report Studio—Conditional Formatting, Cascaded Prompts, Master-Detailed queries, and more
                              • Learn how to build and use Active Reports
                              • Achieve real business demands such as dynamic drill-though links, showing tooltips, minimum column width, prompt manipulation, and merged cells
                              • Learn to edit reports outside Report Studio using XML editing
                              • Develop sophisticated printer friendly reports
                              • Introduce best practices such as inserting comments, regression testing, and version controlling in your reports
                              • Enhance the features of Report Studio by using macros and Work with dimensional models (DMRs and Cubes)

                              In Detail

                              IBM Cognos Report Studio is widely used for creating and managing business reports in medium to large companies. It is simple enough for any business analyst, power user, or developer to pick up and start developing basic reports. However, this book is designed to take the reader beyond the basics and into the world of creating more sophisticated, functional business reports.

                              IBM Cognos 10 Report Studio Cookbook, Second Edition helps you understand and use all the features provided by Report Studio to generate impressive deliverables. It will take you from being a beginner to a professional report author. It bridges the gap between basic training provided by manuals or trainers and the practical techniques learned over years of practice.

                              Written in a recipe style, this book offers step-by-step instructions for IBM Cognos Report Studio users to author reports effectively, allowing a reader to dip in and out of the chapters as they desire.

                              You will see a new fictional business case in each recipe that will relate to a real-life problem and then you will learn how to crack it in Report Studio.

                              This book covers all the basic and advanced features of Report Authoring. It introduces the fundamental features useful across any level of reporting. Then it ascends to advanced techniques and tricks to overcome Studio limitations. Develop excellent reports using dimensional data sources by following best practices that development work requires in Report Studio. You will also learn about editing the report outside the Studio by directly editing the XML specifications. You will discover how to build and use Cognos Active Reports, a new addition in IBM Cognos 10.

                              Provide richness to the user interface by adding JavaScript and HTML tags and using the different chart types introduced in IBM Cognos 10. The main focus is on the practical use of various powerful features that Report Studio has to offer to suit your business requirements.

                              Learn numerous techniques and hacks that will allow you to make the best out of your IBM Cognos 10 Report Studio.

                              Approach

                              This Cookbook contains step-by-step instructions for Report Studio 10 users to author effective reports. The book is designed in a way that you can refer to it chapter by chapter, look at the list of recipes and read them in no particular order.

                              Who this book is for

                              The Cognos 10 Report Studio Cookbook is for you if you are a Business Intelligence Developer who is working on IBM Cognos 10 Report Studio and wants to author impressive reports by putting to use what this tool has to offer. It is also ideal you are a Business Analyst or Power User who authors his own reports and wants to look beyond the conventional features of IBM Cognos 10 Report Studio.

                              This book assumes that you are familiar with the architecture of IBM Cognos 10. You should also have basic knowledge of IBM Cognos Report Studio and can do the basic report authoring tasks.

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