UNIT –UIS Villanova Business Intelligence Cognos Training Level 1 Cletus Rickert Director -UIS

Agenda: Opening Remarks Purpose of this training Introduction to Cognos Query Studio Demo Questions and Answers

Purpose of this training To introduce users to the new campus-wide reporting tool-Cognos Suite To acquaint users with the “look and feel” of Cognos To show users how to create simple reports in Query Studio.

What is not covered in this Training: This training is designed to familiarize you with the Cognos reporting tool. This session will explore Query Studio –It is not designed to familiarize you with the underlying data in ODS/EDW system How to interpret the content of the reports/ Functionality of the reports.

What is Cognos? Web Based Reporting Tool-Zero foot print( has a few client based components like Office plug-in) Allows user to create, modify, and distribute reports to user community. Allows user to schedule and burst reports We are licensed to run a few Cognos products of which these will be heavily used based on the User Role: –Query Studio – allow you to create simple list reports, for casual or novice users –Report Studio – allows you to create more complex reports (prompts, advanced formatting, advanced charting, etc) –Analysis Studio- multi dimensional analysis. Interfaces with the ODS/EDW system

Cognos Process Flow ODS/ED/Other Data Sources Client Model Tools- Develop Models & Publish Content as Packages Presentation Layer

Access to Cognos Portal: Cognos has dual environments at Villanova: Test : Production: To log in use Domain Account id and password to log in.

Demo Quick exploration of Query Studio and ( time permitting- Report Studio)

A list of recently used packages Additional packages

Toolbar contains most commonly used functions Main menu contains menu options and all functions

Insert Data Select data from package Edit Data Change display of query items Change Layout Edit properties of your report Run Report Processing or preview data Export data in various formats Manage File Create and save report and view a report definition

Package - A logical collection of data tables

Query Subject - A single table that holds multiple Query Items Query Item - A field in the Query Subject table (Entity UID, ID, Name, etc.) Measure – Quantitative data such as revenue or quantity

Insert –Single-click a query item and click the Insert button –Double-click a query item –Click and drag a query item –Click and drag a query subject to add all of its query items CTRL+Click to select multiple items

Meet the Undo Button!!! Undo the last several things you’ve done Redo available

Data Element Dictionary Helpful resource available to users Structure mirrors data package hierarchy Data Packages = highest level of data organization Query Subjects (equivalent to database table) Query Items (equivalent to database field)

Note about today’s session: After you complete the exercises in this training material, you should be able to: Create a report Add data to the report Save the report Run the report View the report Recognize the types of reports

Summary: Identify Query Studio interface elements Assemble a query using filters and other features Add a chart to visualize the data Run a query Export query data to a multiple formats.

Next Steps More training sessions will be organized on a regular basis( most likely on a bi-weekly basis) every month.

Lab 1- Query Studio Create a Report Add Data to a Report Run a Report Types of Reports Change the Appearance of Reports Reorder Report Items Change Report Item Names Create a Crosstab Report/Chart

Lab 2 - Query Studio to Report Studio Create a report in Query Studio Open it in Report Studio Add Dynamic Prompting. If time permits, explore Drill –Thru functionality.

Questions?

Thank You