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

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

3. 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.

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

5. 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.

6. 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)

7. 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

8. 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.

9. 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

10. 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

11. Studio Exercise Quick Tips and Tricks

12. Cognos Workspace Advanced02
Cognos Workspace Advanced

13. 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.

14. 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.

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

16. 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.

17. 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.

18. 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.

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

20. 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

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

22. Workspace Advance Walkthrough

23. 03
Cognos Workspace

24. 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.

25. 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

26. 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

27. 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

28. 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

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

30. 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

31. 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.

32. Workspace Walkthrough

33. 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

34. 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

35. 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

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

37. 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

38. Data Modeling for Cognos Analytics?

39. Q & A