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COGNOS(R) ENTERPRISE BI SERIESC O G N O S R E P O R T N E T

(TM)

DRILLING THROUGH TOCOGNOS REPORTNET USERGUIDE

THE NEXT LEVELOF PERFORMANCE

TM

Drilling Through to Cognos ReportNet User Guide

DD-MM-YYYY

please update with product version as defined in Trakker

Table of Contents

Type the text for the HTML TOC entry

Drill Through to ReportNet User Guide

ReportNet 1.0

Version 1.0

Drilling Through to Cognos ReportNet


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Product Information

This document applies to ReportNet 1.0 and may also apply to subsequent releases. To check for newer versions of this document, visit theCognos support Web site (http://support.cognos.com).

This edition published 2003.

Copyright

Copyright (C) 2003 Cognos Incorporated

While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors ortechnical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained inthis document.

This document shows the publication date. The information contained in this document is subject to change without notice. Anyimprovements or changes to either the product or the document will be documented in subsequent editions.

U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, ordisclosure by the Government is subject to the restrict ions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Softwareclause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at48CFR52.227-19, as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803.

This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of thissoftware is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system,transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos Incorporated.

Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names aretrademarks or registered trademarks of their respective companies.

Information about Cognos Products and Accessibility can be found at www.Cognos.com
http://support.cognos.com/http://support.cognos.com/


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Drilling Through to Cognos ReportNet User Guide 3

Introduction 5

Additional Materials 7

Chapter 1: Setting Up Drill-Through from PowerPlay Web 9

Prepare the Transformer Model and Cube 9

Create a Folder for the Target Report 10

Enable the Cube for Drill-Through to ReportNet 10

Decide Which Filters to Create in the Target Report 11

Create the Target Report 12

Disable the Drill Through Assistant 13

Chapter 2: Setting Up Drill-Through from Visualizer 15

Prepare Visualizer for Drill-Through to ReportNet 15Create a Folder for the Target Report 15

Specify a ReportNet Target Report 16




Chapter 3: Setting Up Drill-Through from Third Party Cubes 19

Prepare the Cube 19

Create a Folder for the Target Report 19

Enable the Cube for Drill-Through to ReportNet 20




Index 23

Table of Contents


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4 Cognos ReportNet(TM)


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Introduction

This document is available as online help and as an online book. For information about relateddocuments, see "Additional Materials" (p. 7).

ReportNet

ReportNet is a Web product for creating ad hoc and managed reports.

User Guide

This document gives instructions on how to set up drill-through from Cognos PowerPlay Web,Cognos Visualizer, and third party cubes to ReportNet.

To use this guide effectively, you should be familiar with

creating models and cubes using PowerPlay Transformer

creating visualizations using Visualizer setting up cubes from OLAP servers in PowerPlay Connect

building and publishing models using Framework Manager

creating folders and modifying report properties in Cognos Connection

creating reports using Report Studio


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Introduction


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Additional Materials

In this guide, we refer to other documents.

Topic Document

How to create models and cubesusing PowerPlay Transformer

Cognos TransformerStep-by-Step Transformer

How to insert and modify cubes inPowerPlay Enterprise Server

Cognos PowerPlay EnterpriseServer Guide

How to build visualizations inVisualizer

Cognos Visualizer User Guide

How to set up a third party cube inPowerPlay Connect

Cognos PowerPlay ConnectOnline Help

How to create and publish modelsusing Framework Manager

Framework Manager User Guide

How to create folders in CognosConnection

ReportNet User Guide

How to modify report properties inCognos Connection

ReportNet User Guide

How to use the ReportNet

software development kit

ReportNet Developer Guide

How to create reports in ReportStudio

Report Studio User Guide


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Additional Materials


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Chapter 1: Setting Up Drill-Through fromPowerPlay Web

Setting up drill-through from PowerPlay Web to ReportNet involves

preparing the Transformer model and cube for drill-through

creating a folder for the target report in Cognos Connection

enabling the cube for drill-through to ReportNet

deciding which filters to create in the target report

creating the target report

disabling the Drill Through Assistant

Prepare the Transformer Model and CubePrepare the Transformer model and cube for drill-through.

The Transformer model and cube must already exist. For information about creating models andcubes in Transformer, consult your Transformer documentation.

Steps

1. In PowerPlay Transformer, open the model you want.

2. In the PowerCubes window, right-click the cube you will be using for drill through and clickProperties.

3. In the Output tab, click the Browse button and save the cube in the location you want.

Save the cube in another location to keep the original cube unchanged.

Tip: You can also change the name of the cube.

4. In the Drill Through tab, select the Allow Drill Through for This PowerCube check box.

5. Click Add.

6. Click the Files of All Types box and click All files (*.*).

7. In the File Name box, type .crr.

The name of the target report you create in Report Studio must be identical to the name youtype here.


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Chapter 1: Setting Up Drill-Through from PowerPlay Web

8. Click Open.

9. Click OK.

10. From the Run menu, click Create PowerCubes.

Create a Folder for the Target ReportCreate a folder in Cognos Connection that will contain the target report.

Steps

1. In Cognos Connection, click the Public Folders or My Folders link.

2. Click the New Folder button.

3. In the Name box, type the name of the folder and click Finish.

4. Click the Set Properties button for the folder.

5. Click the View the Search Path link.

6. Copy the search path to the clipboard and click Close.

You will need the search path when enabling the cube for drill-through to ReportNet.

Enable the Cube for Drill-Through to ReportNetUse PowerPlay Enterprise - Server Administration to enable the cube for drill-through toReportNet.

Steps

1. If Configuration Manager is started, close it.

2. Open the cer3.ini file in a text editor.

The file is located in the \bin directory where Cognos Series 7 is installed.

3. Scroll down to the [NGC] section and change the value for Drill_enable to 1.

4. Save the file.

5. Start Configuration Manager.


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6. In the Start tab, click the Open the Current Configuration button.

7. In the Explorer pane, right-click the highest level object and click Apply Selection.

8. Exit Configuration Manager and start PowerPlay Enterprise - Server Administration.

9. From the Insert menu, click Cube.

10. In the General tab, click the ellipsis button beside the Cube Source box and add theTransformer cube (p. 9).

11. Click the Settings tab.12. Expand the Drill Through folder.

13. Click the Cognos ReportNet box and click Enabled.

14. In the Cognos ReportNet Server box, type the URL to ReportNet.

15. In the Cognos ReportNet Folder box, paste the Cognos Connection folder search pathfrom the clipboard.

16. Click OK.

Decide Which Filters to Create in the Target ReportUse the Drill Through Assistant to help you decide which parameterized filters to create in thetarget report.

The Drill Through Assistant is an administrative tool that allows you to see what parameters andvalues are being passed to a report when you drill through to the report. You need thisinformation to correctly set up parameterized filters in the report.

Steps

1. In PowerPlay Enterprise - Server Administration, right-click the cube and click Properties.

2. In the Settings tab, expand the Drill Through folder.

3. Click the Cognos ReportNet Assistance box and click Enabled.

4. Click OK.

5. With the cube selected, from the Tools menu, click Open with Browser.

The cube opens in PowerPlay Web Explorer, and the dimensions appear as hyperlinks.


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6. Click the dimension you want to drill through. Repeat as necessary to reach the level ofdetail you want.

7. Click the Drill Through button.

The Assist Drill Through Web page appears.

The PowerPlay Cube Metadata section lists the items in the cube that are available fordrill-through. The items you want to use for drill-through must also exist in the ReportNetpackage. Using these items, the Drill Through Assistant provides the parameterized filters in theReportNet Filter Expressions section that you can create in the target report. When youcreate the target report, ensure that the names of the filters you decide to add are identical tothe parameter names listed in the Assist Drill Through Web page.

Tip: For each parameterized filter listed, the Drill Through Assistant also provides parametervalues so report authors can see what values PowerPlay supplies.

After you are finished viewing the Assist Drill Through Web page, click Cancel to return toPowerPlay. When you have created the target report and the filters you want, click OK to launchthe target report and observe the effects of the drill-through parameter values on the report.

Create the Target ReportIn Report Studio, create the target report to which you want drill through.

Before you can create the target report, you must create and publish a Framework Managermodel. The model must contain the metadata items listed in the Drill Through Assistant (p. 12)that you want to use for drill-through, or contain items that are mapped to those metadata items.

Steps1. Start Report Studio and create a new report.

2. Add the query items and other objects you want.

3. From the Data menu, click Filters.

4. Click the add button.

5. In the Tabular Model Filter dialog box, create the parameterized filter you want by typingthe filter expression in the Expression Definition box.

The parameter name must be identical to one of the parameter names listed in the AssistDrill Through Web page (p. 12).

6. Click OK.


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7. In the Usage box, click Optional.

If you do not make the filter optional, a prompt page will appear when you drill through to thereport.

8. Repeat steps 4 to 7 for other parameterized filters you want to add.

9. Save the report.

The report name must match the target report name you typed in the Transformer model.

For more information about creating reports and filters, see the Report Studio User Guide.

Disable the Drill Through AssistantAfter you have created the target report and tested the drill-through to ensure you are gettingthe results you want, we recommend that you disable the Drill Through Assistant.

Steps



3. Click the Cognos ReportNet Assistance box and click Disabled.

4. Click OK.


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Chapter 2: Setting Up Drill-Through fromVisualizer

Setting up drill-through from Visualizer to ReportNet involves

preparing Visualizer for drill-through to ReportNet


specifying a ReportNet target report




Prepare Visualizer for Drill-Through to ReportNetBefore you can drill through from Visualizer to ReportNet, you must prepare Visualizer to acceptReportNet-specific information.

If you have previously set up drill-through from PowerPlay Web to ReportNet (p. 9), Visualizer isalready prepared.

Steps





4. Save the file.




8. Exit Configuration Manager.


Steps

1. In Cognos Connection, click the Public Folders or My Folders link.






You will need the search path when specify a ReportNet target report.


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Chapter 2: Setting Up Drill-Through from Visualizer

Specify a ReportNet Target ReportIn Visualizer, specify the ReportNet target report to which you want to drill through.

Steps

1. Open the visualization you want.

2. From the File menu, click Properties.

3. In the Drill Through tab, click Add and then click Cognos ReportNet.

4. In the New Cognos ReportNet Target dialog box, add the following information:

5. Click OK.


Steps

1. Start Visualizer and open the visualization you want.


3. In the Drill Through tab, click the target report and then click Properties.

4. Select the Assist Drill Through check box and click OK twice.

Property Description

Report name The name of the target report.

When you create the target report in ReportStudio, the name of the report must be

identical to name specified here.

Report foldersearch path

Search path of the folder you created inCognos Connection.

Label The label for the target report you wantusers to see in the Visualizer Drill Throughwindow.

CRN GatewayURL

The URL to the ReportNet server.


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5. Save the visualization.

6. Start Cognos Server Administration and click Visualizations.

The Server Administration - Cognos Visualizer Web Edition window appears.

7. From the File menu, click Add Visualization.

8. Add the visualization you just saved.

9. For the visualization you added, click Client Processor, and then click Connect to

Visualization.The visualization opens in Cognos Visualizer Web Edition.

10. Click the dimension you want to drill through.

11. From the Data menu, click Drill Through, and then click the target report label.

12. In the Drill Through Settings window, choose whether to drill through in a new browserwindow or in an existing window, and click OK.


The Visualizer Metadata section lists the items in the cube that are available for drill-through.These items must also exist in the ReportNet package. Using these items, the Drill ThroughAssistant provides the parameterized filters in the ReportNet Filter Expressions section thatyou can create in the target report. When you create the target report, ensure that theparameter names you decide to add are identical to the parameter names listed in the AssistDrill Through Web page.

Tip: For each parameterized filter listed, the Drill Through Assistant also provides parametervalues so report authors can see what values Visualizer supplies.

After you are finished viewing the Assist Drill Through Web page, click Cancel to return to

Visualizer. When you have created the target report and the filters you want, click OK to launchthe target report and observe the effects of the drill-through parameter values on the report.

Create the Target ReportIn Report Studio, create the target report to which you want to drill through.


Steps

1. Start Report Studio and create a new report.



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5. In the Tabular Model Filter dialog box, create the parameterized filter you want by typingthe filter expression in the Expression Definition box.

The parameter name must be identical to one of the parameter names listed in the AssistDrill Through Web page (p. 17).

6. Click OK.




9. Save the report.

The report name must match what you specified in the New Cognos ReportNet Targetwindow (p. 16).



Steps

1. In Visualizer, open the visualization you want.


3. In the Drill Through tab, click the target report and then click Properties.

4. Clear the Assist Drill Through check box and click OK twice.


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Chapter 3: Setting Up Drill-Through from ThirdParty Cubes

Setting up drill-through from a third party cube to ReportNet involves

preparing the cube for drill-through


enabling the cube for drill-through to ReportNet




Prepare the CubePrepare the cube for drill-through.

You must already have set up the cube using PowerPlay Connect. For more information, see thePowerPlay Connect online help.

Steps

1. Create a file and name it .

You can create the file using any application, such as Notepad.

The name of the target report you create in Report Studio must be identical to the name youtype here.

2. Start PowerPlay Connect.

3. From the Tools menu, click Drill-Through.

4. Click Add and add the file you previously created.

5. Click OK.

6. Save the cube.


Steps1. In Cognos Connection, click the Public Folders or My Folders link.






You will need the search path when enabling the cube for drill-through to ReportNet.


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Chapter 3: Setting Up Drill-Through from Third Party Cubes

Enable the Cube for Drill-Through to ReportNetUse PowerPlay Enterprise - Server Administration to enable the cube for drill-through toReportNet.

Steps





4. Save the file.




8. Exit Configuration Manager and start PowerPlay Enterprise - Server Administration.

9. From the Insert menu, click Cube.

10. In the General tab, click the ellipsis button beside the Cube Source box and add the thirdparty cube (p. 19).

11. Click the Settings tab.

12. Expand the Drill Through folder.

13. Click the Cognos ReportNet box and click Enabled.

14. In the Cognos ReportNet Server box, type the URL to ReportNet.

15. In the Cognos ReportNet Folder box, paste the Cognos Connection folder search pathfrom the clipboard.

16. Click OK.



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The Drill Through Assistant is an administrative tool that allows you to see what parameters andvalues are being passed to a report when you drill through to the report. You need thisinformation to correctly set up parameterized filters in the report.

Steps



3. Click the Cognos ReportNet Assistance box and click Enabled.

4. Click OK.

5. With the cube selected, from the Tools menu, click Open with Browser.

The cube opens in PowerPlay Web Explorer, and the dimensions appear as hyperlinks.

6. Click the dimension you want to drill through. Repeat as necessary to reach the level ofdetail you want.

7. Click the Drill Through button.


The PowerPlay Cube Metadata section lists the items in the cube that are available fordrill-through. The items you want to use for drill-through must also exist in the ReportNetpackage. Using these items, the Drill Through Assistant provides the parameterized filters in theReportNet Filter Expressions section that you can create in the target report. When youcreate the target report, ensure that the names of the filters you decide to add are identical tothe parameter names listed in the Assist Drill Through Web page.

Tip: For each parameterized filter listed, the Drill Through Assistant also provides parametervalues so report authors can see what values PowerPlay supplies.

After you are finished viewing the Assist Drill Through Web page, click Cancel to return toPowerPlay. When you have created the target report and the filters you want, click OK to launchthe target report and observe the effects of the drill-through parameter values on the report.

Create the Target ReportIn Report Studio, create the target report to which you want drill through.



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Steps

1. Start Report Studio and create a new report.




5. In the Tabular Model Filter dialog box, create the parameterized filter you want by typing

the filter expression in the Expression Definition box.The parameter name must be identical to one of the parameter names listed in the AssistDrill Through Web page (p. 21).

6. Click OK.




9. Save the report.

The report name must match the name of the file you created when you prepared the cube.



Steps



3. Click the Cognos ReportNet Assistance box and click Disabled.

4. Click OK.


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Symbols.crr files, 9, 19

AAssist Drill Through Web page, 11, 16, 20

Ccopyright, 2creating

filters, 12, 17, 21folders, 10, 15, 19

target reports, 12,17,21cubes

enabling for drill-through, 10, 20preparing for drill-through, 9,19

Ddeciding

which filters to create, 11, 16, 20disabling

Drill Through Assistant, 13, 18, 22document

version, 2Drill Through Assistant

definition, 11,16,20disabling, 13, 18, 22enabling, 11,16,20

drill-throughenabling cubes, 10, 20setting up from PowerPlay Web, 9-13setting up from third party cubes, 19-22setting up from Visualizer, 15-18

Eenabling

cubes for drill-through, 10,20Drill Through Assistant, 11, 16, 20

Ffilters

creating, 12, 17,21deciding which ones to create, 11, 16, 20

folderscreating, 10, 15,19

Mmetadata items, 11, 16, 20

PPowerPlay Web

setting up drill-through, 9-13

preparing for drill-throughcubes, 9, 19third party cubes, 19Transformer models, 9Visualizer, 15

productversion, 2

Ssearch path, 10,16,20

viewing, 10, 15, 19

Ttarget reports

creating, 12, 17, 21deciding which filters to create, 11, 16, 20specifying in Visualizer, 16

third party cubespreparing for drill-through, 19setting up drill-through, 19-22

Transformer modelspreparing for drill-through, 9

Vversion

product, 2viewing

search path, 10, 15, 19Visualizer

preparing for drill-through, 15setting up drill-through, 15-18specifying target reports, 16

Index


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Index

drill through to crn

Documents