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create list, grouped list, and crosstab reports ... Create a list report to show information in a list, such as products or customers. ... – PowerPoint PPT presentation

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Title: Sample Slide


1
Create Reports in Query Studio
Cognos 8 BI
2
Objectives
  • In this module, we will
  • create list, grouped list, and crosstab reports
  • list the charts available and their appropriate
    use
  • calculate and sort report data
  • define a custom group to create your own report
    item

3
Create an Ad Hoc Report
  • You can create a new report by inserting items
    from a package into an empty report.

4
Display Data with List Reports
  • Create a list report to show information in a
    list, such as products or customers.
  • A list report shows data in rows and columns.

5
Create Grouped List Reports
  • Group a list report to suppress duplicate values.
  • You can organize the grouped data by row headings
    or section headings.

Data Grouped by Section Headings
Data Grouped by Row Headings
6
Sort Data in Ad Hoc Reports
  • You can sort your data in either ascending or
    descending alphabetical or numeric order.
  • When sorting grouped data, you can choose to sort
    the detail values or you can sort the summary
    values in the footers.

7
Demo 1
  • Create, Sort and Group an Ad Hoc Report

8
Specify Column Order in Ad Hoc Reports
  • You can delete one or more columns from a report.
  • You can re-order columns in a report by using cut
    and paste functionality.

9
Expand and Collapse Data Groups
  • You can expand or collapse grouped data in a
    report to show more or less detail.

Fully expanded grouped report
Grouped report collapsed one level
Grouped report collapsed three levels
Grouped report collapsed two levels
10
Display Crosstab Reports
  • Create a crosstab report to present data more
    clearly.
  • You create a crosstab report by rotating the
    values in a selected column of a list report to
    produce column headers.
  • A crosstab report shows a summary value at the
    intersection of each row and column.

List Report Before Pivoting
Crosstab Report after Pivoting on District Name
Column
11
Demo 2
  • Create an Ad Hoc Crosstab Report

12
Display Data Graphically with Charts
  • Create a chart to present information
    graphically.
  • Charts are useful for seeing patterns and trends
    in data.

13
Specify a Chart Type
  • Consider what you want the chart to illustrate
    before you choose a chart type.

Use a pie chart to highlight proportions rather
than actual values.
Use a column chart to show how data changes over
time.
Use a bar chart to place less emphasis on time
and focus on comparing values.
14
Specify a Chart Type (Contd)
  • Consider what you want the chart to illustrate
    before you choose a chart type.

Use a column line chart to compare two different
measures in the same chart.
Use a line chart to plot many measures.
Use an area chart to show how much the value of a
measure changes over time.
Use a radar chart to compare measures using a
radial figure.
15
Enhance the Display of Charts
  • Consider what you want the chart to illustrate
    before you choose a chart variation.

Use the standard variation to distinguish each
measure by a differently colored data marker.
Use the stacked and 100 stacked variations to
distinguish the value of each measure by a
differently colored section in each stack. In
the 100 stacked variation, the top of each stack
represents 100.
Use the 3D display to enhance the chart with a
three-dimensional visual effect.
16
Add Calculations to Reports
  • You can perform many types of calculations in
    Query Studio. For example, you can
  • add calculated columns
  • add a summary row to the footer
  • Calculation results are not stored in the
    underlying data source. Instead, Query Studio
    runs the calculation each time you run the
    report.
  • You can create calculations directly in an ad hoc
    report, or add predefined calculations from the
    package.

17
Create Calculated Columns
  • You can add value to your analysis by inserting
    calculations that derive numeric, text, and date
    values from your report items.

18
Add Summarized Data to Ad Hoc Reports
  • You can use predefined summaries to calculate
    values in individual report items.

On average, each order in 2004 contained 140,426
items.
19
Create New Report Items with Custom Groups
  • Create custom groups to produce new report items
    that contain values that are meaningful to you.

20
Demo 3
  • Calculate Data in an Ad Hoc Report

21
Examine Dimensional Data
  • In Query Studio, when working with dimensional
    data, a metadata view of the dimensional model
    appears in the data tree.

Hierarchy
Level
Dimension
Measures Dimension
22
Change the Focus of a Report
  • When working with dimensional data, you can drill
    up and drill down within a report.

After Drill Down
Before Drill Down
Drill Down on 2004
23
View Related Data
  • You can navigate from a Query Studio report to
    another target to view additional information
    about related data.

Query Studio Report
Query Studio Report
Target Containing Related Data
Go to
24
Demo 4
  • Navigate Dimensional Data

25
Demo 5
  • Insert a Calculated Column and Display a Chart

26
View Data in Ad Hoc Reports
  • You can open a report in Cognos Viewer to look at
    the most recent data from the data source.
  • You can also look at the most recent data while
    you are editing the report in Query Studio.

PDF Report
HTML Report
27
Print Ad Hoc Reports
  • Print your report to obtain a paper copy.
  • You can print a report directly from Query
    Studio, or from the web browser.

28
Summary
  • In this module, we have
  • created list, grouped list, and crosstab reports
  • listed the charts available and their appropriate
    use
  • calculated and sorted report data
  • defined a custom group to create your own report
    item
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