Now, Lynn Cope, an Advanced Business User of the GO Americas subsidiary, needs to create two reports that answer the following questions:
Lynn inserts these reports in the Great Outdoors company workspace.
Create a crosstab
To answer the first question, Lynn decides to create a list that shows the bottom ten product sales by region. To create this report, Lynn uses IBM Cognos Business Insight Advanced and follows these steps:
Opening IBM Cognos Business Insight Advanced from IBM Cognos Connection
Welcome window of IBM Cognos Business Insight Advanced
Default report types on IBM Cognos Business Insight Advanced
Flexibility: Even if a you initially selected a List, Crosstab, Chart, or Financial report type, you can include other charts, crosstabs, and lists on the report. IBM Cognos Business Insight Advanced provides a flexible approach to develop reports.
Inserting a report name
Switch to View Metadata Tree
After performing these steps, Lynn has a list of all products with their Quantities.
Crosstab after adding columns and rows
Using Bottom 10 feature
After performing these steps, Lynn is able to see the bottom 10 performing products
Report after Bottom 10 function has been applied
Including accessibility features
Now, Lynn wants to insert a summary text item to be used by screen readers for the crosstab. Using the acessibility features of IBM Cognos Business Intelligence Advanced, she can add the text for objects using the Summary text property.
To include accessibility features:
Adding localized text for internationalization
Now, Lynn can save this report to use it in the Great Outdoors company workspace in IBM Cognos Business Insight Advanced.
Create a chart
Lynn needs too answer the second question asked earlier:
How does the performance of this year compare with the prior year?
She decides to create a chart that shows a line chart, which compares historic information from the current year (2007) and the prior year (2006).
To create this report, Lynn uses IBM Cognos Business Insight Advanced to access a relational data source of Great Outdoors data and follows these steps:
Creating a chart that is based on a list
Selecting a chart type
Move Revenue metric from Default measure (y-axis) to Series (primary axis)
After performing these steps, Lynn has a line chart showing the total Revenue of all Great Outdoors subsidiaries by month
Line chart displaying Revenue by Month
To separate the data by years, Lynn follows these steps:
Placing a data item: You can choose where to place a data item if there is a data item already in the same area. When you place a data item inside one of these areas, the following behaviors are expected:
Adding a child member of Revenue in the Series area
After the report refreshes, it displays the Revenue by Year. With this view, Lynn can easily compare the Revenue trends between the years.
Revenue by Year
To simplify the presentation and because Lynn wants to analyze the differences between the current year and the prior year only, she filters the report as follows:
Setting Year filter
After performing these steps, the report shows the comparison between 2007 (current year) and 2006 (last year), which was the requirement. Lynn also provides flexibility to other users who want to use this report by allowing them to select other years for analysis.
Report showing the Revenue comparison between current and prior years
Set conditional formatting
Lynn needs to create a report to deliver to all Great Outdoors subsidiaries that gives highlights about which product lines match their sales targets for the month and which product lines do not. She decides to create a crosstab that compares Revenue with Sales target, is grouped by Product line and Product type, and is filtered by the current year. To create this report, Lynn uses IBM Cognos Business Insight Advanced to access a Dimensional data source for the Great Outdoors data by following these steps:
Adding multiple dimension members to a crosstab
Adding a member with its children
Adding a child member in the column
Adding a nested member in a column
Total line after inserted Revenue and Sales target metrics.
a. On the top toolbar, click the Suppress icon.
b. Click Suppress Columns Only
Suppress null data
After performing these steps, Lynn has a crosstab report, which displays Revenue and Sales target by Product lines and 2007 quarters but to meet her requirements, she needs to include the metrics’ values for Product type.
To include this new level on the report, Lynn can opt for one of three approaches: Expand members Next Level Down or nest the new column by dragging it to the right of Product line
Using Expand members feature
Using Next Level Down feature
Nesting a column
For this report, Lynn decides to use the Next Level Down approach. To implement this approach, she performs the following steps:
Inserting a Next Level Down
Expand Member: To use the Expand Member approach, select one member in the Rows or Columns area, click the Explore button on the top toolbar, and click Expand Member. This approach expands only one row per click. If you want to expand all five Product lines, click each Product line and follow these steps.
After Lynn performs these steps, the report shows Product line and Product type in the Rows area,
To make the analysis for the executives easier, Lynn decides to add a calculated column that shows the percentage between current Revenue totals and Sales targets. She can easily include this column by using the calculation features that are included in IBM Cognos Business Insight Advanced and by following these steps:
Notice that the formulas that are shown use your data and reflect the formula that IBM Cognos Business Insight Advanced creates
Inserting a calculated column using pre-built calculations
Lynn also performs the same steps for the 2007 column. After Lynn performs these steps, the report is displayed with Revenue, Sales target, and the percentage calculation between these two columns by Product line and Product type
Report after adding calculations
Executives need to make decisions and give answers quickly. To improve the readability of this report, Lynn decides to configure conditional formatting for the percent column, which helps executives to differentiate good and bad performance quickly.
To implement this conditional formatting, Lynn follows these steps:
Setting a new conditional style for % (Revenue, Sales target) metric
Condition style options: Users can use the pre-built styles or create their own styles for a condition. To change the style, click the pencil icon on the right side of the style drop-down list box.
Add intervals to a Conditional Style
Example of one Product line’s values after applying a conditional style
To improve the readability of the report, Lynn wants to change the label of the new percentage columns. She follows these steps for the percent columns under the quarters and the total columns:
Changing the label of a column
Now, Lynn needs to deliver this report to the six Great Outdoors subsidiaries with a clear separation between the performance of each region. To separate the information for each subsidiary, she drags the Organization member to the Page layers area,
Adding a member on the Page layers area
Finally, she renames the report to Sales Revenue x Target.
After all these steps, Lynn can deliver reports comparing the current revenue and sales targets for 2007 for each subsidiary
Report to be delivered to GO Accessories subsidiaries
Report to be delivered to GO Americas subsidiaries
Analyze the execution query path
The Lineage feature of IBM Cognos makes it easy for report authors and business analysts to examine the origin of the data that is used in the reports and their query paths.
Lynn Cope, an Advanced Business User, wants to understand how the Planned Revenue metric is calculated. She uses the Lineage feature to help her identify what calculation was applied to create the metric and if there is a filter applied for it. To analyze the execution query path:
Lineage feature: You can use the Lineage feature when executing a report on IBM Cognos Viewer.
Selecting the Lineage feature
The Business View window opens. In this view, you can see an overview of the data’s definition
Lineage: Technical View
On the Technical View, users can click each item in the diagram to see its metadata and definition. Clicking the Planned revenue metric, Lynn notices that it is calculated based on the formula Unit price * Quantity.
Lineage: Planned revenue formula
Render output in various formats and print content
IBM Cognos supports various types of output formats, such as HTML, PDF, Microsoft Excel 2007, Microsoft Excel 2002, delimited text (CSV), and XML. All of these formats are available in IBM Cognos Business Insight Advanced.
Ben Hall, an Analyst for the Great Outdoors company, wants to export Microsoft Excel and PDF formats for the Sales Revenue x Target report that Lynn Cope created.
Render in Microsoft Excel format
To render the report in Microsoft Excel format, on the top menu, click Run RunReport Excel 2007
Selecting Run option
IBM Cognos generates a new Excel file, with the same name as the report and splits the content of the pages into tabs in Microsoft Excel
Report rendered in Microsoft Excel: First page
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Ibm Cognos Tutorial
Introduction To Ibm Cognos Business Intelligence
Overview Of The Ibm Cognos Business Intelligence Architecture
Business Scenario And Personas Used In This
Create Reporting Packages With Ibm Cognos Framework Manager
Business Intelligence Simplified: An Overview
Individual And Collaborative User Experience
Self Service Interface For Business Users
Actionable Analytics Everywhere
Enterprise Ready Performance And Scalability
Ibm Cognos System Administration
Integrating Ibm Cognos Bi With Ibm Cognos Business Analytics Solutions
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