Cognos Analytics v.11.1.3 For Report Viewers Introduce Yourself – Princeton, CeDAR Cognos Analytics is a web-based reporting solution that allows data consumers to create and run reports. Our data comes from the IW. The warehouse is current as of the close of the prior business day. For Report Viewers Center for Data, Analytics and Reporting (CeDAR) Authored by: Leah Targon

Cognos Analytics v11.1.3 Go-Live Date Monday, Oct 28, 2019 Time to upgrade Cognos Analytics v11.1.3 Go-Live Date Monday, Oct 28, 2019 The upgrade to Cognos Analytics a few years ago introduced a new interface to the user. There was a learning curve with major enhancements, for users to grow comfortable with the new environment. This upgrade we anticipate to be virtually seamless. There are a few changes and enhancements to functionality. However, the user will recognize the interface, toolbars and functionality. This session will highlight most of the changes you’ll notice when using Cognos Analytics.

overview CeDAR’s goal is to assist report viewers/consumers in transitioning from Cognos Analytics v11.0.10 to Cognos Analytics v11.1.3. You can still do what you’ve always done – with a few changes we’ll highlight now. We’ll introduce you to the enhancements and improvements in functionality you’ll notice in this updated version.

Browsers Internet Explorer Firefox Chrome Safari Now supported: Microsoft Edge Microsoft Edge is not supported in the current version 10.0.8. With the upgrade Microsoft Edge will now be supported.

Supported web browsers – v11.1.3 Internet Explorer and Chrome are the recommended browsers. We encourage you to use IE or Chrome as your browser. There has been no negative feedback about Safari. There may be small things that are not reliable like “enabling pop ups” or “adding trusted sites” etc. Any issues, call. Resources (sending links to PDFs) Drill-through PDF to PDF should use IE.

VPN went into effect earlier this year. You will still have to VPN in. Working Remotely? Anyone using Cognos to run reports from home? Off Campus? Cognos should perform as expected if you are VPNed in from a remote location. VPN went into effect earlier this year. You will still have to VPN in.

PRIME Financials Reporting Tile How Do You Enter the IW? External Links PeopleSoft STRIPES PRIME Financials Reporting Tile CeDAR Website You will enter the Information Warehouse the same way you do now.

Enter through PRIME PORTAL https://prime.princeton.edu For those of you who log into the warehouse using the Prime Portal you will still access your financial reports via the Reporting tile.

Enter through the Cedar website Production: https://cedar.princeton.edu For those of you who log into the warehouse via the CeDAR website you will still access your reports this way.

Staying the Same Reports Data Prompts Schedules Content in My Folders Report Names Folder Directories Run Formats Security There is much that remains the same. Before we talk about the differences that you’ll notice, let’s talk about the things that won’t change.

Redesigned user interface Cognos Analytics, V11.0.10 The Welcome info at the top has changed. Quick reference list on the right is removed. The user interface Welcome page has been cleaned up a bit. The Welcome info at the top has changed. The quick reference link on the right is gone.

Redesigned user interface Cognos Analytics, V11.1.3 The Welcome info now includes a Princeton image. A Princeton image has been added to the Welcome info at the top of the page canvas. The left navigation bar still contains the Home, Search, My Content, Team Content, and Recent icons. The most recent reports that you’ve worked on still appear on the Welcome page when you log in.

Folders remain the same My Content and Team Content folders remain the same and are located on the left navigation bar.

Running a report with prompts Click on a report to run it. The first time you run the report you will be asked to select your prompt(s). Running a report with prompts. Click on a report to run it.

Running a report with prompts After you run the report the prompts you have selected will now be the report default setting(s). To change your prompt selections use the Run as drop down menu to select the Reset prompts and run option. Running a report with prompts. Click on a report to run it.

Run as button new location The “Run as” button has been moved from the Run button drop-down menu in the orange toolbar to the More (…) button, to the right of the report name. Cognos Analytics still uses the fly out windows to keep your working area cleaner. You’ll open content from the left navigation bar to find action items. The More (3-dot ellipse) button is still found to the right of your report names. If you’re not sure where to find action items check the More button. One change you’ll notice is the “Run as” button has been moved to the More button drop down menu, to the right of your report name.

Run as new button location The “Run as” button is at the top of the More (…) drop down menu.

Run in background option The “Run as” window now offers a “Run in background” feature. The default setting is Off. The default print setting is to html. The Prompt me button default setting is active, so that users will be prompted if a reports contains prompts.

Run in background selected When the “Run in background” button is active the Advanced feature button appears at the bottom of the window.

Advanced Options The Advanced options window includes: Running your reports Now or Later Languages options Report Delivery options And…

Return of the Classic view Enough customers expressed concern that they preferred the Run with options page in the pre-Cognos Analytics versions and your concerns were heard. So with the upgrade the Classic View version is again available to users.

Classic view window When you open the Classic View window you’ll recognize the Run with options page from the pre-Cognos Analytics version 10.

improved search functionality The Search feature allows you to search within packages and folders. Very Effective Search Functionality Search functionality greatly improved with the first Cognos Analytics upgrade. This feature is still easy and effective in helping you find those reports that you just can’t seem to locate.

Run with options functions In the Run with options window you can: Select your report format: html, .pdf, Excel, etc. Enable accessibility Set delivery and printer options Select prompt values options

improved search functionality As you begin typing a key word in the search field a drop down window appears showing you the available packages and reports that match your key word.

Subscriptions Subscriptions allow a report consumer to receive a report on a regular basis. While Schedules distribute a report to one or more consumers on a scheduled basis, subscriptions are intended for one report consumer. Run a report from Team Content. The Subscribe option is available in the More button pull-down menu.

Subscriptions When the Subscribe window opens you can: Select the days or days you want the report to run. Select the run time. Select a report format. Select your delivery options. View the report prompts Remember to click Create when done.

subscriptions Subscribe Feature After you have run a report, you can schedule the report to run automatically. Subscribe is located under the More button in the orange toolbar. This a “personal” schedule that you create for yourself. When you subscribe to a report, the subscription includes all your prompt and parameter values. You can pick the time, date, format, output types and where you want it delivered – but again, it is a PERSONAL subscription, so you cannot have it delivered to anyone else.

subscriptions The Subscribe functionality includes: Selecting the day or days to run the report. The time to run the report. The format to use. And your delivery options.

Helpful links & Resources

Helpful links and resources We in CeDAR are here to answer any questions you may have. Here are some links that should prove to be useful. Resource Link/email CeDAR Website https://cedar.princeton.edu OIT Support and Operations (SOC) helpdesk@princeton.edu Prime Portal https://prime.princeton.edu Financial Service Center (FSC) finance@princeton.edu Employee Learning Center www.princeton.edu/training Information Warehouse (Production) Will be shared/updated on 10/30/2019

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