Finding the Right People: Cognos Report Studio Subqueries and Master/Detail Relationships OPEN 2 BLANK LIST REPORTS Database Specialist Institutional Advancement Cognos report writing for IA My examples are from IA but you should be able to take these concepts and apply them to your areas/packages. Feel free to ask questions as we go! Presented by Paula Anderson Graceland University June 2, 2012
Why Use Subqueries and Master/Detail Relationships? Simplifies reports Easier to understand Easier to update Who here . . . Can do a manual join? Likes to do a manual join? Have gotten stung by a manual join? Many times you can avoid using manual joins by using . . . In cognos. Not all the time. Not only does it help avoid manual joins . . .
Subqueries – When to use? In a group Don’t need to see the data in your report. Person a football player? Person an alumni?
Example Football players (Involvement) People (Constituent Status) No Mail or Solicitation Holds (Holds) Gift to Football (Gifts) View Tabular Data Data Items – only the field that you’re comparing to DEMO Football Players Report Data query ID, First Name only Involvement = ‘FOOT’ People Add to Report Data Category/Group, Don’t need to see the data in report Subquery ID IN subquery Simplifies the report, easier to read, easier to make changes, copy & paste No Mail or Solicitation Holds Category/Group, Don’t need to see the data – Subquery ID IN . . . Football Player OR Made a Gift to Football Status = P, Designation = ‘FOOT’ View Tabular Data Only ID # or the field that your comparing to ID # IN . . . Player OR Gift – this will AND them together Player – Category/Group, Don’t need to see any data – Subquery Create Player subquery Change filter in Report Data to OR
Subquery Process Create the subquery Add “ID in (new query)” to Page Query Page Query Subqueries
Which group are they in? Are they a Football Player? Are they a Football Donor? Add Query calculation Subqueries work great when you don’t need to see any data from that group – you just need to know if they do or do not belong to that group. What if you do want to see some data from that group??
Master/Detail Relationships Can view some data from the subquery 1-2 columns Limited access in report May be able to manipulate it in Excel
Example Date and amount of gifts Add date and amount of gifts Subquery -- Add Date & Amount to Subquery’s Data Items Page Add a List Select the List Assign the Subquery Assign Master Detail Relationship Specify “No Data Contents” Hide “Column Titles” Drag in fields you want to see Give a Column Heading Multiple gifts per person Can’t work with it in Excel Get it down to 1 record per person (maximum receive date or gift amount) Can work with it in Excel
Process Subquery – Add fields to Data Items Football Donor Subquery Added fields
Process On the Page, Add a List from the Toolbox Select the List List
Process Under Properties, edit: Query Master Detail Relationships Subquery name Master Detail Relationships Add a New Link No Data Contents (optional) “No Content” Column Titles (recommended) “Hide”
Process Drag in fields from subquery Column Heading Subquery Data Items
Review Subqueries Master/Detail Relationships Benefits In a group Don’t need to see the data from the group Master/Detail Relationships Can view some data from the subquery Limited access in report May be able to manipulate it in Excel Benefits Simplifies reports Easier to understand Easier to update
Questions???
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