IBM Cognos Analysis for Microsoft Excel - IBM Cognos

IBM Cognos Analysis for Microsoft Excel offers enhanced value as a Microsoft Office based authoring and analysis tool that can share resulting work back to a common business intelligence portal and can improve the user experience for financial analysts who work with a variety of data sources.

In this, we introduce the features and a use case for IBM Cognos Analysis for Microsoft Excel.

Features of IBM Cognos Analysis for Microsoft Excel

This section introduces the features of IBM Cognos Analysis for Microsoft Excel.


Calculations are now supported for explorations and lists, which enables you to create and maintain reports using advanced functions in an easy-to-use environment with drop zones. You can add business calculations, such as totals and percentage change between years. You can use the calculation function without converting to formulas.

In addition, you can convert an exploration to a formula. When you convert your exploration, you have the option of converting data on the current worksheet, copying and moving the data to a new worksheet, or specifying the location for the converted data.

Cell formatting

Additional custom styles are available for formatting cells. You can gain access to IBM Cognos Analysis Studio styles, such as IBM Cognos - Calculated RowName or IBM Cognos - Measure Summary, through the Microsoft Excel function by clicking Style from the Format menu. The IBM Cognos styles are listed along with default Microsoft Excel styles. You can modify attributes, such as font and alignment, and then save the changes to a template to use again.

After items are placed in the cells of a worksheet, you can rename column and row headings, and you can reorder items.

Publish Microsoft Excel reports

You can publish explorations and lists directly to IBM Cognos Connection. You can save an exploration as a web report, which enables Microsoft Excel users to author reports in Microsoft Excel and distribute them as secured web reports without the additional step of using a studio package, such as IBM Cognos Analysis Studio. You can open these Microsoft Excel reports using IBM Cognos Business Insight Advance, IBM Cognos Report Studio, and IBM Cognos Analysis Studio.

User-defined rows and columns

You can add user-defined rows and columns in the middle of explorations and lists to add calculations. You can create Microsoft Excel calculations for the entire row, column, or block. You can also add blank rows and columns in the middle of explorations or lists to enhance readability.


You can add and preserve user comments and values. If you refresh the data in a Microsoft Excel sheet, these comments and values are not deleted.


A streaming data mode for list-oriented queries supports large volumes of data requests with speed. You can change the format of data that is received from the IBM Cognos BI server to CSV. Receiving the data as unformatted data can speeds processing time.

IBM Cognos Analysis for Microsoft Excel use case

Lynn Cope is an Advanced Business User who wants to create a sales summary report in Microsoft Excel. To allow users to use the IBM Cognos Analysis for Microsoft Excel feature:

  1. Create a sales report. First, create a crosstab report with IBM Cognos Analysis for Microsoft Excel. Then, create an exploration, and insert Product to row, Time to column, Revenue to data in [GO Data Warehouse(analysis)]-[Sales and Marketing(analysis)]-[Sales]
  2. Create an exploration

    Create an exploration

  3. Add a calculation. First, add a column to show the difference of revenue between 2006 and 2007. Then, press Ctrl while you click the 2007, 2006 cell, click the calculation button, and select 2007 - 2006 as
  4. Add a calculation

    Add a calculation

    Figure shows a new column that reports the difference between 2007 revenue and 2006 revenue.

    Calculated column

    Add a calculation

  5. Change the new column name to Latest Difference. Then, order the columns by right-clicking the year cell (for example 2004) and clicking IBM CognosAnalysis Reorder / Rename
  6. Change name and order

    Change name and order

    You can change the cell format by clicking the Camping Equipment cell and clicking Format Style Modify You can reflect the cell attribute to other cells by selecting the appropriate Style name in the Style window.

    Cell formatting

    Cell formatting

  7. Add rows and columns by clicking the Insert User Row / Column icon, and changing cell attributes, text, and create formula.
  8. User-defined column

    User-defined column

  9. Add comments to appropriate cells
  10. Add comment

    Add comment

  11. Publish the Microsoft Excel report to IBM Cognos Connection



Figure shows the published Microsoft Excel report in IBM Cognos Connection.

Published Microsoft Excel report in IBM Cognos Connection

Published Microsoft Excel report in IBM Cognos Connection

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