Unlock the Power of Costpoint Enterprise Reporting By Rich Hardin Principle Data Scientist, VSE CORP

What to know and how it will translate… Studio Basics What to know and how it will translate…

Report Studio vs. Query Studio Both Report Studio and Query Studio can be accessed from within the Cognos Connection web portal. Report Studio is used to create sophisticated reports and charts with complex prompts and filters Query Studio is used to create ad hoc queries and simple reports and charts vs.

Basic Features of Report Studio Basic Overview of Queries Filters Basic Formatting Summarizing Prompt Pages

Queries Building block(s) of your report Created in query explorer One report can contain multiple queries Queries can be joined or unioned together in one report Drag and drop Best Practices Use descriptive names to keep track of your queries Try to limit your queries to use only the items you need Keep query items limited within the same namespace Demo – Create a basic query; Use projects package – keep it simple! Projects basic info If they don’t know where data items come from make a note about Costpoint Help Screen while we demo. VERY IMPORTANT – very briefly explain where the information is coming from. Talk about FM Model and packages. “The way that this tool works is that it is coupled with a data modeling tool called FM. FM groups the data into packages based on functional areas. The key to writing reports is to familiarize yourself with these packages/tables” DPM 3.0 xls – load this onto the environment so we can show it if we have to.

Filters Add a filter expression to focus a report and minimize processing time by excluding unwanted data Detail filters are those that apply to individual rows in the report Summary filters are those that apply to summarized values in a group footer (e.g., project totals) The filter expression can contain functions, summaries, and operators Function – Substring(account_id, 1, 2) = ‘50’ Summary – Total(amt) > 0 Operators – Amt >= 50,000 Filters can also use parameters passed from the prompt page Fiscal_Year = ?Fiscal_Year? And Period = ?Period? Detail Rows are usually the white rows on your report Summary Filters are for the colored rows Use query built from previous slide and add filters. Sample: Projects that start with “1”. Use a function, summary, operator Function substring(project_id, x, x) to extract project type (for our grouping example later on)

Basic Formatting Format your report to make it more readable and to reflect company standards Organization Headers and footers – Based on items that at grouped Tables – position particular items in and out of normal area Grouping and Sorting – remove duplicated values and associate like objects Presentation Text Font Data format Colors Images Conditional formatting 3 places you can format – Toolbar Button, Right Click, Properties Box Make sure they know all three places are interchangeable. Demo – keep adding to our example. Change fonts/colors/Page/headers and footers

Summaries Add a summary to provide an overview of data in a report An example of a summary is the total amount billed on an invoice Summary Description Total Adds all existing values Minimum Selects the smallest existing value Maximum Selects the largest existing value Average Adds all existing values and then divides by the count of existing values Count Counts all existing values Calculated Specifies that the summary is defined within the expression that is used to populate the column Custom Summarizes data based on the expression you define Recreate chapter 20 of report studio guide. This will come from the billing package. Get with Penny to recreate. Recreate this in the CP DPM image as a canned report.

Prompt Pages Way to run the report for specific data (project, employee id, etc.) Limits the amount of data shown on a report Open ended reports can lead to performance issues Data is passed from the prompt page to the report through “parameters” Best Practices Create separate queries for your prompts Use tables to format your prompt pages Create useful parameter names for prompts

Prompt Pages (cont.) Prompt Control Retrieves data based on…. Most Commonly Used Prompts Prompt Control Retrieves data based on…. Text Box Prompt a value that you type Value Prompt values that you select from a list Search and Select Prompt search criteria that users specify—data is then retrieved based on values users select from the search results Date Prompt a date that you select

Studio Exercise Quick Tips and Tricks

Cognos Workspace Advanced 02 Cognos Workspace Advanced

The CWA User Interface Content Pane Properties Pane Work Area Tool Bar Page Navigation Costpoint Enterprise Reporting recommends that you use a screen resolution of at least 1024 by 768 pixels. In Internet Explorer the following settings are required: Allow Cookies Active Scripting Allow META REFRESH Run ActiveX controls and plug-ins Script ActiveX controls marked safe for scripting Binary and Script Behaviors Allow Programmatic clipboard access Enable Pop-ups for the Costpoint Enterprise Reporting Server A full list of supported software environments and settings can be found on the ibm.com website. You can move the Content Pane to the left hand side by selecting The Tools menu, choose Options, and then uncheck the Position pane on the right (requires restart) option. © 2015 Deltek, Inc. All rights reserved.

When in doubt mouse over an icon to see a screen tip for it CWA Tool Bar When in doubt mouse over an icon to see a screen tip for it Can you find buttons that will allow you to do the following: Group /Ungroup Sections Pivot tables Filter Aggregates Why are some icons grayed out? The toolbar represents properties that are most commonly set by authors – nearly anything you can set with a toolbar button you can set or change using the property sheet too. © 2015 Deltek, Inc. All rights reserved.

Cognos Workspace Advanced Ability to turn on or off the automatic summarize and grouping

Properties Pane ANCESTOR BUTTON PROPERTY SHEET The ancestor button allows you to select a particular object and review its properties. The report objects are hierarchical in nature The Properties pane lists the properties that you can set for an object in a report. When you specify a value for a property, press Enter, click another property, or save the report to ensure that the value is saved. ANCESTOR BUTTON PROPERTY SHEET © 2015 Deltek, Inc. All rights reserved.

Insertable Objects The Content Pane contains two tabs: Source Tab - Shows the contents of the package selected for the report Toolbox Tab - Shows the tools that are available for use (i.e. objects for use on a page) You add objects to a report by dragging them from the insertable objects pane to the work area.

Basic Steps to Create a Report Creating a report involves the following basic steps: Specify the data package Lay out the report From scratch, or Choose a basic report layout template, or Start with a similar report Add Data Validate the report Save the report Run the report Interactively On a Schedule Costpoint Enterprise Reporting Workspace Advanced includes several basic report layouts that include report objects, such as lists, crosstabs, maps, repeaters, and headers and footers. You can also choose to start with a blank report or open an existing report. Always validate your report to ensure it contains no errors. A common mistake is to assume that your report is correct if it runs with no errors. You should always know what your expected report results are and verify that your report generates those results. Save your report to preserve the modifications you made. Reports are saved to the Costpoint Enterprise Reporting server. You can save a report in two primary locations: Public Folders: If you have permission, you can save report definitions to this tab, or to a folder contained within this tab. Reports saved here are visible, usable and updatable by multiple users (depending on permissions). My Folders: This is a private collection of objects visible and usable only by you. To share a report you’ve written and saved to you’re my Folders you will need to copy it to a location in the Public Folders.

Cognos Workspace Advanced Ability to automatically create crosstab headers for sets Note: Works only with dimensional model

Cognos Workspace Advanced (cont.) Table style will be passed off when drilling up or down from an initial crosstab Creating a custom filter to bring values from Excel or other sources

Cognos Workspace Advanced (cont.) All data inside Cognos Workspace Advanced can be copied into Excel – no longer copies the xml Report Spec

Workspace Advance Walkthrough

03 Cognos Workspace

Cognos Workspace: Multi Tab and Global Area Allows content to be organized on multiple tabs in a single workspace A tabbed workspace contains a global area common to all tabs. Global area will contain filter, action buttons, report prompts.

Action Buttons Action buttons identical to those found in IBM Cognos Insight are now part of the Cognos Workspace application Use Action buttons to navigate between tabs on a workspace

Cognos Workspace Tabs: How to? Very intuitive interface! To add delete or rename a tab, go to the action menu, or right click on the workspace area. To add a Filter: Drag filter object from Toolbox to global area Filtering on a column will impact all reporting widgets that include that column Action buttons: Drag from the toolbox to the workspace, then select the Actions from the menu

Cognos Workspace: Freeze/Unfreeze; Expand/collapse Ability in lists and crosstabs to freeze row and column headers to keep them in view while scrolling In a crosstab, column and row headings can be expanded to show details. i.e Expand region heading to show related countries

Cognos Workspace: Visual Recommender “Change display type‟ will now list most recommended display type based on the graph's data. Selecting the More… option explains the choice reasoning

Cognos Workspace: Chart Interaction User can interact with charts or chart parts: Filter chart content Sort chart content Drill up/down

Graduated Capabilities Access to functions and features in Cognos Workspace can now be controlled by the IBM Cognos administrator. This functionality is controlled by the following capabilities: Consume Interact Assemble

Graduated Capabilities: How to assign these capabilities? Cognos Administration  Security  Capabilities  Executive dashboard Author: User groups assigned to 'User groups in Advanced dashboard Features' Interact: User Groups assigned to 'Use Interactive dashboard Features' Consume: Every body else.

Workspace Walkthrough

What you need to know for the next level of BI What’s Next: Cognos Analytics What you need to know for the next level of BI

What is Cognos Analytics? Key Features There are many features that are unique to the next level of IBM Cognos Analytics that allow the solution to deliver new value to the customer(s). Some of the solution's key features include: Trusted and Fast Analytics Anywhere Data analysis for everyone Enhanced reporting and visualization

Cognos Analytics…. WHAT’S NEW? Redesigned users interface Reporting available in front screen Dashboards can be created using drag and drop Automatic recommendation of the best visualizations per the data Templates and styles let you format reports instantly On-demand menus for access to full capabilities

What can Cognos Analytics do? Smart Search reporting? Instant Graph?

Data Modeling for Cognos Analytics? Data modeling features A complete web-based interface Easy upload of personal and external data Direct reporting from data sources Effortlessly combine data sources Automatic data model generation based on keywords

Data Modeling for Cognos Analytics?

Q & A