course material cognos bi.pptx

7/25/2019 Course material Cognos BI.pptx

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Cognos BI

User Training


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Agenda

Training session Structure of the Cognos Suite

How to nd and log on to the BI portal

Structure of the BI portal

Run a BI report

Make a report view

custoi!e to own needs

Add coent to a report

Schedule a report

Report e"aples


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Concept

One set of gures

One system

Instant data available

Comparable gures

Actuals

Forecasts

Targets

Local ownersip of reporting

!tandardi"ation and optimi"ation

One place for gatering actual data#all companies$

%&' #!A' ( oter$ ) &eporting %nsure !A' supports reporting

re*uirements

From... ...To


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Cognos

TM#

SA$

B%

SA

$&R$

C'(TR'))&R

Core

FA'+

&eportingcube

'lanning,odel

Actual data (-imensions

Actual -ata (-imension

!ubset

&eportin

g .atle

'lan -ata #sales$ toCO'A

*+A$ #Financial Analytic 'ubliser$/0/ real time data e1port fromController to T,/ cube

'lan

data

fo

r

consolidat

io

n

Actual -ata(

-imensions

'lan data (&eported actual

data

Cognos BICognos

Connection

Actual ('lan data

Cognos 2IAdmin

Citri" clients

Controllerclient

T,/ %1cel'erspectives

%e, clients

2I &eportstudio

CognosO3ce

T,/ %1celArcitect

Cognos - solution overview


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Model 'verview . TM#


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/iensions in TM#

+orecast Actualities0

// Forecast 4/ 56/7 #8an 9 -ec ) FC$/5 Forecast 45 56/7 #8an 9 Feb ) AC: ,ar 9-ec ) FC$/7 Forecast 47 56/7 #8an 9 ,ay ) AC: 8un 9-ec ) FC$/; Forecast 4; 56/7 #8an 9 Aug ) AC: !ep 9-ec ) FC$


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Cognos Connection

Open Cognos

Connection viate Cognos 2Ilin< on Insite


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Structure of the portal 1# of 23

Te ,ain page contains=

information from te &eporting !ervices -ept>: eg> new reports:structures: and operational issues

Lin< to Cognos !upport

Lin< to training material etc>


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Structure of the portal 14 of 23

Find te reports according to your function #te dar< blue panes$

and te content of te report #te ligt blue tabs$


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Structure of the portal 12 of 23

,y folders is your personal folder for report views etc>

Tis is your space 9 you can organi"e it as you wis>

?2@ -o not copy reports to ,y folders 9 create a report view@

#!ee instructions under Create a report view$


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Reports in Cognos BI

&eports ready to use in Cognos 2I=

'rot Loss

2alance !eet

%1ternal !ales

Investments

Cas at ban


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Report la7out

'rompt o

TM# cu,e$roptparaeters

Currenc71prop

t3 /efaulteasures8$eriodic9 lastonth9AC9 'B and ):

Reportparaeters

)astonth


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Report paraeters 1# of 23Month1s3 and $eriod t7pe

!elect specic mont#s$ 9 HT- gures only sown for te latest mont


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Report paraeters 14 of 23Measures 1actualities3

!elect specic measures


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Report paraeters 12 of 23Measures

Bse D!ow rows summaryE in order to ide te summation accounts #,AF%%etc>$

?ote@ Te summary line summari"es te Account set>


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/rill up and down 1# of ;3

-rill down #and up$ on underlined items: eg> ?etsales or region

?et sales 0J -etail accounts

&egion 0J Companies


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/rill up and down 14 of ;3

-rill down on account #?et !ales$ to see underlying accounts


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-rill down on region #?A,&%$ to see companies


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&igt0clic< on any company to drill up to te region levelagain>


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/rill up and down 1; of ;3Report paraeter


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&"port to another forat

%1port your output to

'-F

%1cel+

+Bnfortunately: LH gures sometimes disappear wen e1porting te report to%1cel


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>o ,ack to propt page .


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&?&RCIS& #


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&?&RCIS& #

Hou want to analy"e te capacity costs of yourcompany for te last two monts and HT->

/> Open Cognos 2I #via Insite$

5> &un a 'L for your companyGregion for lastmont7> Add previous mont and HT- gures;> -rill down on Capacity cost> Add a total to te underlying capacity costs

accountsM> %1port your report to %1celN> In Cognos: sow #only$ te total of te capacity

costs


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Run with options 1# of @3

Te D&un wit optionsE arrow gives you te ability to=

&un a report directly in T,L: %1cel or '-F format &un a report directly on te screen or to an email

account


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Run with options 14 of @3

Coose=

Format

-elivery metod 'rompt values

and run te report


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Run with options 12 of @3Advanced options

Bse Advanced options

if you want to= run te report later

#specic time$ save an output

version of te report send te report to

oter recipients


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Run with options 15 of @3Advanced options

Diew te report nowE or D&un in tebac

&un in te bac


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Run with options 1; of @3Advanced options . Send ,7 eail

Bse D%dit te optionsE to=

Add a comment in te email !end te report to anoter user>

It may be a good idea to sendte report to yourself rst 9 andforward it to oter recipientsfrom your mail

Always DAttac te reportE9 do not Dinclude a lin


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Run with options 1@ of @3Advanced options

Coose format

If you ave saved prompt values on your report view teywill be your default prompt values 9 but tey can becanged for tis run>


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&"cercise 4

Hou want to send a balance seet #as a '-Fle$ to your boss> Te gures are updatedtomorrow at /=66 pm were you will be sittingin your car>>>

ow will you send an updated version of tebalance seet wit te updated guresP


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Create a Report view 14 of @3%hat

A report view is a linkto te public report #not a

copy@$

0J any canges in te original report will bere.ected in te report view


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Create a Report view 15 of @3Save in M7 +olders

!ave te report view in ,yFolders>!elect anoter location inorder to create a folder witin,y Folders


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Create a Report view 1; of @3

!pecify name #anddescription$ of te newfolder


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Create a Report view 1@ of @3


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Set properties on a report view 1# of 53

Te report as been placed in your own folder and isnow your version 0 ready for your customi"ation

Tis DwindowE icon indicates tat tis is areport view of an T,L report

Bse D!et propertiesE to customi"e te reportaccording to your wises


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Set properties on a report view 14 of 53The >eneral ta,

On te eneral tab you can=

-ecide number of reportoutput versions

!ee te source report at teeneral tab>


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5> Coose format #T,L: %1cel or

'-F$

Set properties on a report view 12 of 53The Report view ta,

7> !et prompt valuesQeg specic regionGcompany#ies$and currency

/> &un te report= updated gures every time te

report is runiew most recent report= opens an already saved output

7 important stepson te &eport iew tab


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Set properties on a report view 15 of 53

en you ave set your properties on tereport view: te report will be run according toyour settings=

&un te report 9 updated gures Format 'rompt values

If you want to run te report wit otersettings: use te &un wit options arrow


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Add coents on a report 1# of ;3

It is possible to add comments on a 2I report>

To do so: you ave to= %nable comments in saved output versions !et te number of report output versions you

want to save !ave te report 9 T,L format

Hou can only add comments on T,L reports tat

you save in Cognos 2I>Hou can always go bac< and modify or deleteadded comments>Comments are personal 9 cannot be viewed byoters>


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Add coents on a report 14 of ;3Set properties on the report view


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Add coents on a report 12 of ;3Save the report output

ow to save te reportoutput in Cognos 2I=

&un wit options !ave te report

also available underAdvanced options


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Add coents on a report 15 of ;3iew the report output

Te output versions are located ere=


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Add coents on a report 1; of ;3Add9 odif79 delete


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&?&RCIS& 2


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&?&RCIS& 2

Add a comment on a report

&emember to enable comments and

set number of output versions>


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To save time@ &eceive an updated report 9 in your mailbo1

-ecide ow often and wen you want anupdated report

eavy reports can run in te bacduring te nigt$ and be sent to your mailbo1 9

ready to use

Scheduling a report 1# of 53%h7


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'lease note@

,any of te reports on te portal are?OT suitable for sceduling=

reports wit dynamicGanalysisoptions#unless you want to scedule tereport wit its default formatQ last

mont: periodic: all measures$ eg> 'rot Loss 9 AC: O2: LH

Scheduling a report 14 of 53


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Scheduling a report 12 of 53How

A scedule is made on a report view in your personal folder>

Te ,ontly reporting pac


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Scheduling areport 15 of 53%hen

Options= !pecic time %very day: once a wee


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The tool ,ar

Hour user name

Bse te D&efresE button to refresGupdate te page

!earc bar 9 various searc

D,y area optionsE = overview of activities and scedules>


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M7 activities and schedules

Cec< your activities #current: past and upcoming$


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M7 activities and schedules

et an overview of your scedules

Test your scedule using &un te scedule once> From ereyou can also modify or disable te scedule or set properties onit>


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'ther functions in M7 folder

List view #rater tan -etails view$

Create a new folder

Create a Sob #used for gatering sceduled reports$

Cut: copy: paste: delete

Order folder and entries


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&?&RCIS& 5


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&?&RCIS& 5

!et up a scedule on te report &eportingpac

Create a report view !et properties !cedule te report

Cec< te scedule


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SU$$'RT

S t


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Support

ia te Cognos 2I portal=


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Support

Or via rundfos Insite=


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Support

rundfos Insite J Cognos eb 'ortal

S t


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Support

If you cannot access Cognos !upport fromneiter Cognos 2I nor rundfos Insite=

%mail= Cognossupportgrundfos>com

'one= &eporting !ervices Team
mailto:[email protected]:[email protected]


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C'MM&(TS DU&STI'(S

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