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IBM Cognos Report Studio: Author Active Reports (v10.1) : Student Guide

Cognos Active Report

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0% found this document useful (0 votes)

317 views158 pages

IBM Cognos Report Studio: Author Active Reports (v10.1) : Student Guide

Cognos Active Report

Uploaded by

Vikash Singh

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

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IBM Cognos Report Studio:

Author Active Reports (v10.1)

Student Guide
Course Code: B5198

IBM Cognos Report Studio: Author Active

Reports (v10.1)
B5198
ERC: 1.0
Published November 2010

Licensed Materials Property of IBM

Copyright IBM Corp. 2010
US Government Users Restricted Rights Use,
duplication or disclosure restricted by GSA ADP
Schedule Contract with IBM corp.
IBM, the IBM logo, ibm.com and Cognos are trademarks
of international Business Machines Corp., registered in
many jurisdictions worldwide.
Adobe, the Adobe logo, PostScript, and the PostScript
logo are either registered trademarks or trademarks of
Adobe Systems Incorporated in the United States, and/or
other countries.
Intel, Intel logo, Intel Inside, Intel Inside logo, Intel
Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel
SpeedStep, Itanium, and Pentium are trademarks or
registered trademarks of Intel Corporation or its
subsidiaries in the United States and other countries.
Microsoft, Windows, Windows NT, and the Windows logo
are trademarks of Microsoft Corporation in the United
States, other countries, or both.
Java and all Java-based trademarks and logos are
trademarks of Sun Microsystems, Inc. in the United
States, other countries, or both.
Other product and service names might be trademarks of
IBM or other companies.

Contents
INTRODUCTION ........................................................................................INTRO-1
COURSE OBJECTIVES ...............................................................................INTRO-3
COURSE DESCRIPTION .............................................................................INTRO-4
ADDITIONAL TRAINING RESOURCES........................................................INTRO-5
INTRODUCTION TO THE REPORTING APPLICATION......................1-1
OBJECTIVES .....................................................................................................1-3
BUSINESS DRIVERS FOR ACTIVE REPORTS ......................................................1-4
WHAT IS IBM COGNOS ACTIVE REPORT .........................................................1-5
EXAMINE ACTIVE REPORT CONTROLS ............................................................1-6
DESCRIBE ACTIVE REPORT VARIABLES ...........................................................1-7
LANGUAGE SUPPORT IN CONTROLS .................................................................1-8
DEMO 1: CREATE A SIMPLE ACTIVE REPORT USING STATIC AND DATA
CONTROLS ......................................................................................................1-9
DESCRIBE INTERACTIVE BEHAVIOR PROPERTIES ..........................................1-18
DEMO 2: SUMMARIZE ON A FILTERED LIST IN AN ACTIVE REPORT ...............1-19
CONVERT AN EXISTING REPORT TO AN ACTIVE REPORT ..............................1-22
DEBUG AN ACTIVE REPORT FOR DISTRIBUTION ............................................1-23
SAVE AN ACTIVE REPORT FOR DISTRIBUTION ...............................................1-24
DEMO 3: CONVERT AN EXISTING REPORT TO AN ACTIVE REPORT ...............1-25
SUMMARY ......................................................................................................1-30
WORKSHOP 1: CREATE AN ACTIVE REPORT WITH VARIOUS CONTROLS .......1-31

FILTER AND SELECT IN ACTIVE REPORTS.........................................2-1

OBJECTIVES .....................................................................................................2-3
FILTER AND SELECT DATA USING DATA CONTROLS.......................................2-4
EXAMINE DECKS ..............................................................................................2-5
DEMO 1: CREATE AN ACTIVE REPORT USING A STATIC DECK ........................2-6
EXAMINE CARDS IN A DATA DECK ................................................................2-11
CHOOSE PROPER CONTROLS FOR USE IN DATA DECKS .................................2-12
DESCRIBE MORE INTERACTIVE BEHAVIOR PROPERTIES ...............................2-13
DEMO 2: CREATE AN ACTIVE REPORT USING A DATA DECK ........................2-14
MASTER-DETAIL RELATIONSHIPS AND DECKS ..............................................2-20
DEMO 3: SHOW AND HIDE COLUMNS IN A LIST .............................................2-21
SUMMARY ......................................................................................................2-26
WORKSHOP 1: CREATE AN ACTIVE REPORT WITH A DATA DECK AND
CONTROLS ....................................................................................................2-27
USE ADVANCED FEATURES WITH ACTIVE REPORTS .....................3-1
OBJECTIVES .....................................................................................................3-3
DRILL-THROUGH ON AN ACTIVE REPORT........................................................3-4
DEMO 1: CREATE A DRILL-THROUGH REPORT USING AN ACTIVE REPORT
AS A THE SOURCE ...........................................................................................3-5
DESCRIBE MORE INTERACTIVE BEHAVIOR PROPERTIES ...............................3-12
DEMO 2: DRILL UP AND DOWN ON AN ACTIVE REPORT ................................3-13
CASCADE INTERACTIVE CONTROLS ...............................................................3-25
DEMO 3: CREATE AN ACTIVE REPORT WITH CASCADING CONTROLS ...........3-26
SUMMARY ......................................................................................................3-31
WORKSHOP 1: CREATE AN ACTIVE REPORT WITH CASCADING
CONTROLS AND A LIST .................................................................................3-32
END-TO-END WORKSHOP .........................................................................4-1
OBJECTIVES .....................................................................................................4-3
WORKSHOP 1: CREATE A PROFESSIONAL LOOKING ACTIVE REPORT .............4-4
SUMMARY ......................................................................................................4-13

Course Overview
Course Overview
The IBM Cognos Report Studio: Author Active Reports (v10.1) course will
be offered globally as an advanced 1-day instructor-led training course.
Participants will build on their Report Studio experience by using active
report controls to create highly interactive reports that can be consumed by
users. Participants will apply their knowledge through demos and
workshops to author active reports containing pre-packaged data which can
be distributed and viewed by users when a data source is not available.
This course builds on advanced report authoring skills and contains many
independent workshop exercises.

Intended Audience
This course is recommended for professional authors.

Topics Covered

Introduction to IBM Cognos Active Report

Use Filter and Select in Active Reports
User Advanced Features with Active Reports
End-to-End Workshop

Course Prerequisites
Participants should have:
IBM Cognos Report Studio: Author Professional Reports
Fundamentals (v10.1)
IBM Cognos Report Studio: Author Professional Reports Advanced
(v10.1)

Document Conventions
Conventions used in this guide follow Microsoft Windows application
standards, where applicable. As well, the following conventions are
observed:
Bold

Bold style is used in demo and workshop

step-by-step solutions to indicate a user interface
element that is actively selected or text that must
be typed by the participant.

Italic

Used to reference book titles.

CAPITALIZATION

All file names, table names, column names, and

folder names appear in this guide exactly as they
appear in the application.
To keep capitalization consistent with this guide,
type text exactly as shown.

Workshops
Workshop Format
Workshops are designed to allow you to work according to your own
pace. The workshops are structured as follows:
The Business Question Section
The first page of each workshop presents a business-type question
followed by a series of steps. These steps provide additional information
to help guide you through the workshop. Within each step, there may be
numbered questions relating to the step. Solve the tasks by using the
skills you learned in this module and in previous ones. If you need more
assistance, you can refer to the Task Table section that provides more
detailed instruction.
The Task Table Section
The second page of the workshop is a Task Table that presents the
question as a series of numbered tasks to be accomplished. The first
column in the table states the task to be accomplished. The second
column, "Where to Work", indicates the area of the product to work in.
Finally, the third column provides some hints that may help you complete
the workshop. If you need more assistance to complete the workshop,
please refer to the Step-by-Step Instructions at the end of the workshop.
The Workshop Results Section
This section will contain a screen capture(s) of interim or final results
and/or answers to the questions asked in the Business Question section.
The Step-by-Step Section
The Step-by-Step instructions for completing all of the tasks are located
at the end of the workshop following the Workshop Results section. Each
task in the Task Table is expanded into numbered steps, scripted like the
demos.

Your Feedback
Your feedback is important and valuable. We are interested in your
comments or questions.
Please address them to:
Attn: Senior Manager, Customer Education
Email Address: [email protected]

IBM Product Help

Help type

When to use

Location

Taskoriented

You are working in the product and

you need specific task-oriented help.

IBM Product - Help link

Books for
Printing
(.pdf)

You want to use search engines to find

information. You can then print out
selected pages, a section, or the whole
book.

Start/Programs/IBM
Product/Documentation

Use Step-by-Step online books (.pdf) if

you want to know how to complete a
task but prefer to read about it in a
book.
The Step-by-Step online books contain
the same information as the online
help, but the method of presentation is
different.
IBM on the
Web

You want to access any of the

following:

http://www.ibm.com/
Cognos/services

Services and Training Web site

http://www.ibm.com/
Cognos/support

Online support
IBM Web site

Intro

Introduction
IBM Cognos Report Studio (v10.1)

Business Analytics

2009 IBM
Corporation
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IBM

COGNOS

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AUTHOR

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REPORTS

(V10.1)

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This guide contains proprietary information which is protected by copyright. No part of this document may be photocopied, reproduced,
or translated into another language without a legal license agreement from IBM Corporation.

INTRODUCTION

Business Analytics

Course Objectives
At the end of this course, you should be able to:

describe IBM Cognos Active Report

create active reports using active controls and

decks

drill through on a active report

drill up and down on an active report

create cascading prompts in an active report

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Intro-3

IBM

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AUTHOR

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(V10.1)

Business Analytics

IBM Cognos Report Studio: Author Active Reports

(v10.1)

Introduction to IBM Cognos Active Report

Use Filter and Select in Active Reports

Use Advanced Features with Active Reports

End-to-End Workshop

2010 IBM Corporation

IBM Cognos Report Studio: Author Active Reports (v10.1) is an advanced one-day,
instructor-led/instructor-led online course in which students build on their experience
with Report Studio by using active report controls to build highly interactive reports
that can be consumed by users. Participants will apply their knowledge through demos
and workshops to author active reports containing pre-packaged data which can be
distributed and viewed by users when a data source is not available. This course builds
on advanced report authoring skills and contains many independent workshop
exercises.
Intended Audience: Professional report authors who have a need to create reports that
will be consumed by an audience who will consume the reports in an interactive
manner
Prerequisites:
IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.1)
IBM Cognos Report Studio: Author Professional Reports Advanced (v10.1)
Knowledge of your business requirements
Intro-4

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INTRODUCTION

Business Analytics

Additional Training Resources

Bookmark www.ibm.com/cognos/training for details on:
instructor-led training in a classroom or online
self-paced training that fits your needs and schedule
comprehensive curricula and training paths that help
you identify the courses that are right for you
IBM Cognos Certification program
other resources that will enhance your success with
IBM Cognos software

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Intro-5

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Introduction to IBM Cognos

Active Report
IBM Cognos Report Studio (v10.1)

Business Analytics

2009 IBM
Corporation
2010 IBM Corporation

IBM

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INTRODUCTION

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Business Analytics

Objectives
At the end of this course, you should be able to:

discuss the value of active reports

examine an active report and its controls

convert an existing report to an active report

debug and save an active report

explore interactive properties

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Business Drivers for Active Reports

Interact with a rich user interface, and easily
filter data in reports with prompts

Interactivity

Access and work with information without wait

times

Performance

Access and interact with report content while

disconnected from the network

Disconnected

Access reports as attachments in email rather

than through a website

Distribution

Pixel-perfect formatting for reports

Authoring
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INTRODUCTION

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Business Analytics

What is IBM Cognos Active Report?

Active Report is a Report Studio report type whose
output is an MHT file
Report consumers can view and interact with an
active report data without hitting the database

2010 IBM Corporation

MHT files are archived HTML files. MHT files also include the data and images that
are available at runtime in addition to JavaScript, which enables the interactivity.
Since MHT files contain all the report data within the file, a report consumer does not
need to hit the database to view or interact with their report. Consumers can explore
the report by resubmitting different prompt values and rendering new data output.
Since the data is all bundled in the report at creation time, when prompts are resubmitted the data is rendered without going back to the database.

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Examine Active Report Controls

When you create an active report type,
there are controls available for use in
the mht file format.
Controls can be of two types:

static

data driven
Active report
controls on the
Toolbox tab

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Many active report controls are either static or data driven. Static controls allow you to
manually define variables. Data driven controls have values that are determined by the
associated data item.

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Describe Active Report Variables

Active report variables work with controls to add
interactivity and control behavior in reports.

variable

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Through the use of variables, you can define the behavior of controls and other report
objects. You can specify a control's selection behavior or reaction behavior.
Selection Behavior: upon selection of the control, the value of the active report variable
is set to the control selection value
Reaction Behavior: upon selection in one control, the active report variable specifies
how another control will react.
Reaction behavior can be of three types:
select an item in a control
filter an item in a control
enable a control

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Language Support in Controls

Create variables that support multiple language
When the report is run in that language, all text will
appear as translated

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If you want the active report to be viewed in different languages, you will have to
supply the translated text for any text you create in static controls.

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INTRODUCTION

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Demo 1: Create a Simple Active Report Using Static and Data

Controls
Purpose:
You want to create a simple active report using static and data
controls. To do this, your report will use data controls to filter a list
on regions. You will add an order method filter using a static
control so that you can name labels using words that the report
consumers use in their business.
Task 1. Create an active report with a list.
1. Start your browser, in the address box, type
http://<servername>:88/ibmcognos, and then press Enter.
2. On the Log on screen, in the User ID box, type brettonf, in the Password
box, type Education1!, and then click OK.
3. On the Welcome page, click Author advanced reports, and then on the
Select a package page, click Samples/Models/GO Sales (analysis).
4. Click Create new, click Active Report, and then click OK.
The template for an interactive report appears in the work area. A header
appears at the top with a title box, and a footer containing date and time
number information appears at the bottom.
5. From the Toolbox tab, drag a List to the report area.

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6. From the Source tab, expand the Sales (analysis) folder, Sales staff
dimension, Sales staff hierarchy, and then drag Country and City level to the
list.
7. Expand Sales measure, and then drag Revenue and Margin to the list.
Task 2. Add a control to filter on regions.
You will add a data button bar to filter the list on Sales regions data item.
1. In the Insertable Objects pane, click Toolbox tab.
2. Drag a Table to the left of the list and clear the Maximize width check box.
3. Click OK.
4. Right-click in the toolbox pane, and then click Active Report Toolbox Items.
Only the Active Report Controls appear in the toolbox.
5. Drag a Data Button Bar object into the left table cell.
6. On the Source tab, under Sales staff hierarchy, drag Sales region to the
button bar drop zone

You want to create a connection between the data button bar and the list so
that as the user clicks a sales region button, the list will filter the data on that
sales region only.
7. Beside the data button bar control, click Interactive Behavior

8. Click Create a New Connection.

Since there are only two objects in the report, this connection is pre-populated
with the correct values to make the connection. On the left is the data button
bar object. In the center is the connection method between the two objects,
which is a filter. On the right is the list object. In the bottom right, Copy Data
Item from Source will add the data item column to the list as hidden. Once this
connection is made, the data button bar selection will filter the list object
through the use of a variable. You will rename the variable.

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9. Under Active Report Variable, rename the new variable as vSalesRegion,

and then click Connect.
The vSalesRegion variable will be set to the value selected in the Sales region
data button bar. Container Select specifies that the Sales region data button bar
will show the value that is selected.
10. Click OK.
Notice that Sales region is now added to the report list as a result of the
connection being created but it is hidden. Sales region must be included in the
list query so that the filter will work.
11. Run the report and select Asia Pacific from the button bar.
The results appear as follows:

12. Close the browser.

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Task 3. Add a control to filter on order method type.

You will add a static button bar control to filter on order method. You will
create button labels that are different than the data item values. The new labels
will be helpful for the report consumers who use terminology that is different
from the data values.
1. In the Insertable Objects pane, click Toolbox tab.
2. Drag a Button Bar object into the right table cell, and then click Buttons
.
Definition
You will be changing the button label names. First you need to create a column
to hold the data item values that will be passed when the user clicks the button.
3. Click New

, type Value, and then click OK.

4. Enter the labels and values as follows:

LABEL

VALUE

E-mail

Fax

Post

Mail

Sales rep

Sales visits

Promo

Special

Phone

Telephone

Web site

Web

Tip: Use New

to create new rows.

5. Click OK.

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You will create the filter connection between the static button bar and the list.
First you must add Order method type to the list so it will be available when
you specify the connection.
6. From the Source tab, expand Order method dimension, Order method
hierarchy, and then drag Order method type level to the end of the list.
7. Beside the button bar control, click Interactive Behavior

8. Click Create a New Connection, and specify the following:

Button Bar 1 Filter List1 (select List1 first, then Filter will appear)
New variable: vOrderMethodType_value
Data Item (left): Value
Data Item (right): Order method type
9. Click Connect, and then click OK.
10. Run the report and select from both controls to filter the list.
The results appear as follows:

11. Close the browser.

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Task 4. Enhance controls and the report.

You will convert the controls to enhance the report appearance. You will
further enhance the report by grouping the Country column and hiding the
Order method type column.
1. Click the data button bar container selector
, and then ensure that the
Properties pane is showing Data Button Bar.
2. In the Properties pane, under General, set Orientation to Vertical.
The data button bar now runs vertically, eliminating the need to scroll right to
access the order method buttons.
3. Right-click the button bar, point to Convert Control, and then click Check
Box Group.
4. Repeat steps 1 and 2 for the check box group so that it appears vertically.
5. Click the check box group container selector.
6. Under Interactive Behavior, double-click Container Select and edit the
existing expression so that Data Item is Value.
By converting the control to a check box group, the user can make multiple
selections to filter the list.
You will populate the controls with default values.
7. Click OK twice.
8. From the Tools menu, click Manage Active Report Variables.
9. With vSales Regions selected, under Default Variable Values, click New,
type Central Europe, and then click OK.

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10. Repeat the previous step to set Web as the default values for
vOrderMethodType_value.
To enhance the report, you will group the Country column, and hide the Order
method type column.
11. In the list report, click Country column, and then on the toolbar, click Group.
12. Click Order method type column, in the Properties pane, under, set Column
Visibility to Hidden.
13. Run the report and select from both controls to filter the list.
The results appear as follows:

14. Close the browser.

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Task 5. Add text for French language support (Optional).

You will create a label in French that will be displayed when the report is run in
French. You will also need to supply the French values for the labels you
change. Lastly, to support the same default values you created earlier, you will
supply the French values as defaults.
1. Beside the check box group, click Check Boxes Definition

2. Under Label, click Web site, and then click the ellipsis.
3. Click Add

, select French, and then click OK.

4. In the Language column, click French, and then click Edit.

5. Type Site Web, and then click OK twice.
You would repeat the above steps for all remaining languages.
6. Repeat steps 1-5 to change Web site to Site Web.
7. Repeat steps 1-5 to change the Values of Web to Site Web.
Note that the value entered here must match what is in the database.
Next, you will add the French values as default values.
8. From the Tools menu, click Manage Active Report Variables.
9. With vSalesRegion selected, under Default Variable Values, click New, type
Europe centrale, and then click OK.
Note that the value entered here must match what is in the database.
10. Repeat the previous step to set Site Web as the default value for
vOrderMethodType_value.
11. Click OK.

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12. On the toolbar, click the arrow beside Run report, and then click Run
Options.
13. Under Language, select French, and then click OK.
14. Run the report.
'Site Web' appears as labels in the check box group. The default values are
'Europe centrale' and 'Site Web'
15. Close the browser.
16. On the toolbar, click the arrow beside Run report, and then click Run
Options.
17. Under Language, select (Default), and then click OK.
Leave Report Studio open for the next demo.
Results:
You created a simple active report containing static and data
controls. You used a static control to be able to use different
business terms than the data values, so that consumers will be
better able to interact with the report.

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Describe Interactive Behavior Properties

Several properties control interactive behavior:

No Values List

Sort

Column Visibility

Summarize measures to aggregate on what is

displayed

Summarize in Output options

2010 IBM Corporation

No Values List specifies a value to show when no value is selected, for example:
<All> can appear at the top of a list. Applies to drop down list and List box only
Sort specify whether users can sort data in a list of an active report
Column Visibility show or hide a column in a list, or a row/column in a crosstab
Summarize in Output - show the summarized value for what is displayed in an active
report

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Demo 2: Summarize on a Filtered List in an Active Report

Purpose:
You will create a report with summarized values at the bottom. You
want to ensure the summarized data accurately reflects what is
selected in the active controls. You will use summary options that
are specific to active reports.
Server:
User/Password:
Studio:
Package:
Report Type:
Namespace:

localhost
brettonf/Education1!
Report Studio
Go Sales (query)
Active Report
Sales (query)

Task 1. Create a list and add an active control.

1. From the File menu, select New, and selecting No when prompted to save the
existing report.
2. From the Insertable Objects pane, click the Toolbox tab, and then drag a
List to the work area.
3. Drag a Data Drop-Down List to the left of the list.
4. From the Source tab, add the following to the list:
Products Product line
Sales Revenue, Quantity
5. Add Products Product line to the data drop-down list drop zone
.

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6. Beside the Data Drop zone, click Interactive Behavior.

7. Click Create a New Connection, and specify the following:
Data Drop-Down List1 Filter List1
New variable: vProductLine
Data Item (left): Product line
Data Item (right): Product line
8. Click Connect, and then click OK.
Task 2. Add a summary row to display aggregated measure
values.
1. Ctrl+click Revenue and Quantity.
2. From the toolbar, click Summarize, and then click Total.
3. Run the report.
Note that the total for Revenue is $4.6B, and for Quantity is 89K.
4. From the drop-down list, select Mountaineering Equipment.
Notice that the totals did not change. The aggregate values being displayed
were calculated at run time and are not reflecting what is being selected.
To achieve the correct results, you will specify an aggregate that is specific to
active reports.
5. Close the browser.
6. Ctrl+click all the summary cells and then click Delete.

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7. Ctrl+click Revenue and Quantity.

8. From the toolbar, click Summarize, and then under Summarize the Output,
click Total.
9. Run the report, and then from the drop-down list, select Mountaineering
Equipment.
The results appear as follows:

The correct summary values are now displayed for Mountaineering Equipment.
10. Close the browser.
Leave Report Studio open for the next demo.
Results:
You created a report with summarized values that reflect accurate
values based on a user's active report control selection.

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Convert an Existing Report to an Active

Report
You can convert an existing report to active report
through a menu selection

active report menu items, objects, and properties

become available in Report Studio

object that are not supported in active reports are

removed

2010 IBM Corporation

When you convert an existing report to an active report, the report author is still
required to modify the report to deliver the full value of an active report to consumers.
For example, a report author may add a Data Check Box Group to be able to filter on
Product data item.
Objects not supported in IBM Cognos Active report are:
prompt controls in report pages
table of contents
table of contents entries
bookmarks

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Business Analytics

Debug an Active Report

There are various debugging options available to help
you troubleshoot an active report in development.

2010 IBM Corporation

You use debugging options to help you troubleshoot active report behavior. For
example, you can track the value of variables while you interact with the report, or reset
the report to the default values.
The debug feature is turned on by default. It is located in the Run menu/Run Options.
When running the report from Report Studio, the debug menu is activated when you
right-click the report.

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Save an Active Report for Distribution

Download the report as MHT output.
Report Studio

2010 IBM Corporation

There are two methods in which you can save the active report as MHT output. Both
methods will prompt you to open or save the report.
From Report Studio, you can Download Active Report from the Run menu
option.
From IBM Cognos Connection, when you run a report.

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Demo 3: Convert an Existing Report to an Active Report

Purpose:
You will create a report that was requested by a client. You will then
convert the report to an active report in hopes that it will exceed the
client's expectations.
Server:
User/Password:
Studio:
Package:
Report Type:
Namespace:

localhost
brettonf/Education1!
Report Studio
Go Sales (analysis)
Active Report
Sales (analysis)

Task 1. Create a list report.

1. From the File menu, click New, select No to saving the existing report, click
List, and then click OK.
2. From the Source tab, expand Sales (analysis), and add the following data
items to the list:
Retailers Retailers Retailer (level)
Order method Order method Order method type (level)
Retailers Retailers Region (level)
Retailers Retailers Retailer Country (level)
Sales Staff Sales Staff Staff name (level)
3. Group Retailers and Order method type.
4. Point to Query Explorer, click Query1, in the Properties pane under
Miscellaneous, and rename the query to List_Query.
5. Point to Page Explorer, and then click Page 1.

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Task 2. Convert Report to Active Report and add Controls.

1. From the File menu, click Convert to Active Report.
Notice that an interactive behavior icon appears to the right of the list. The list
is considered an interactive control. Other menu items, properties and objects
are now available to you for working with an active report.
You will create a data drop-down list control for Retailer and Order method so
that a report consumer can filter the list report based on their selection.
2. From the Toolbox, drag a Table to the left of the list and accept the defaults.
3. Drag a Data Drop-Down List to each of the left and right table cells.
4. From the Source tab, drag Retailer to the left drop-down list drop zone.
5. Repeat step 4 to add Order method type to the right drop-down list.
6. Rename the queries as follows:
Query 1 Retailer_DataDropDownList_Query
Query 2 OrderMethodType_DataDropDownList_Query
Tip: see Task 1, steps 4 and 5.
7. Point to Page Explorer, and then click Page1.
Task 3. Connect the Controls to the List.
1. Beside the Retailer drop-down list, click Interactive Behavior

2. Click Create a New Connection.

3. Specify the following connections:
Data Drop-Down List1 Filter List1
Active report variable vRetailer

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4. Click Connect, and then click OK.

5. Beside the Order method type drop-down list, click Interactive Behavior

6. Click Create a New Connection.

7. Specify the following connections:
Data Drop-Down List2 Filter List1
Active report variable vOrderMethodType
8. Click Connect, and then click OK.
9. Run the report and select from the controls as shown below.
The results appear as follows:

10. Right-click the report to access the debugging menu.

You can use debug features to help you troubleshoot your report. For example,
you can view variable values and reset the default values of controls.
11. Click Show Variables to see the current variable values, and then close the
window.
12. Right-click the report, and then click Reset Variables.
The variables are reset to default settings, which is no values. You can confirm
there are not variable values by repeating step 11.
13. Close the browser.

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Task 4. Define interactive properties.

You want to hide the Retailer column. You want to add the ability to sort on
Region and Retailer Country columns. You want to add the default option of
<All> to the Order method type drop-down list.
1. In the list, select Retailer column, in the Properties pane, under Interactive
Behavior, set Column Visibility to Hidden.
Next, you will set the Region and Retailer Country columns to allow sorting.
2. In the list, Ctrl+click Region and Retailer country list body, in the Properties
pane, under Interactive Behavior, set Allow Sorting to Yes.
Next you will define a default value of <All> for the Order method type list.
3. Click the container selector for the Order method type drop-down list.
4. In the Properties pane, for the No Value List Item property, click Show.
The properties for No Value List Item appear.
5. In the Properties pane, double-click the Label property.
6. In the Default text box, type <All>, and then click OK.
You will accept the default position in list of First Item.
7. Run the report and select from the controls.

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8. Click Retailer country column header to sort in ascending order.

The results appear as follows:

Note that the results may not be identical because the Order method type
column is not sorted.
9. Close the browser.
Task 5. Save the report as an MHT File.
1. From the Run menu, click Download Active Report.
At the prompt, save the file as MHTML format to C:\Edcognos\B5198.
Leave Report Studio open for the next workshop.
Results:
You created a report that was requested by a client. You then
converted the report to an active report in hopes that it would
exceed the client's expectations.

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Summary
At the end of this course, you should be able to:

discuss the value of active reports

examine an active report and its controls

convert an existing report to an active report

debug and save an active report

explore interactive properties

2010 IBM Corporation

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INTRODUCTION

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Workshop 1: Create an active report with various controls

As the BI report author, you have been asked to create an active report that shows
revenue for different product types across different Retailer types. You need to show
this information for each region.
To accomplish this:
Add a Tab Control:
Label: List
Label: Crosstab
Add List to List Tab:
Product line, Product type, Retailer type, Revenue, Branch region
Add Data Drop-down List to left of list
Add Product line to Data Drop-Down List
Connect the controls to filter the list
Create default value of Camping Equipment

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Add Crosstab to Crosstab Tab:

Product line, Product type in rows
Branch region, Retailer type in columns
Revenue in measures
Add Data Drop-down List to left of crosstab
Add Product line to Data Drop-Down List
Connect the controls to filter the crosstab
Create default value of Camping Equipment
Add Data Radio Button Group to the left of Tab Control
Add Product line to Data Drop-Down List
Connect the controls to filter the list
Connect the controls to filter the crosstab
Create default value Americas
For more detailed information outlined as tasks, see the Task Table section.
For the final results, see the Workshop Results section that follows the Task Table
section.

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Workshop 1: Task Table

Task 1: Create an active report with a Tab Control
Where to Work
Hints
Insertable Objects \ Toolbox

Tab Control

Tab Definitions

'List'
'Crosstab'
Delete Tab Label 3

Task 2: Add objects to the List tab

Where to Work
Hints
Insertable Objects \ Toolbox

List to the List tab

Insertable Objects \ Source,

Sales and Marketing (query),
Sales (query)

Product Product type

Retailer type Retailer type
Sales fact Revenue

Insertable Objects \ Toolbox

Data Drop-Down List to the left of the list

Insertable Objects \ Source

Products Product Line to data drop-down

list drop zone

Query Explorer

Rename Query1 to List_Query

Rename Query2 to
DataDropList_PL_List_Query

Data Drop-Down List Interactive

Behavior / New Connection
Tools / Manage Active Report
Variables

Data Drop-Down List2 Filter List1

Variable: vProductLine_List
Camping Equipment as default for
vProductLine_List

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Task 3: Add objects to the Crosstab tab

Where to Work
Hints
Insertable Objects \ Toolbox

Crosstab to the Crosstab tab

Insertable Objects \ Source, Sales

and Marketing (query), Sales
(query)

Products Product Line, Product type to

Rows
Employee by region Branch region to
Columns
Retailer type Retailer type to Columns
(nested below)
Sales fact Revenue to Measures

Insertable Objects \ Toolbox

Data Drop-Down List to left of the crosstab

Insertable Objects \ Source

Products Product Line to data drop-down

list drop zone

Query Explorer

Rename Query1 to Crosstab_Query

Rename Query2 to
DataDropList_PL_Crosstab_Query

Data Drop-Down List Interactive

Behavior / New Connection
Tools / Manage Active Report
Variables

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Data Drop-Down List2 Filter Crosstab1

Variable: vProductLine_Crosstab
Camping Equipment as default for
vProductLine_Crosstab

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Task 4: Add a Data Radio Button Group to filter the list and crosstab
Where to Work
Hints
Insertable Objects pane \ Toolbox Data Radio Button Group
tab
Insertable Objects \ Source, Sales
and Marketing (query), Sales
(query)

Employee by region Branch region to

Columns to radio button group drop zone

Query Explorer

Rename Query1 to
DataRadioButton_Region_Query

Data Radio Button Group,

Interactive Behavior, New
Connection

Data Radio Button Group1 Filter List1

Data Radio Button Group,

Interactive Behavior, New
Connection
Tools / Manage Active Report
Variables

New variable: vBranchRegion

Data Radio Button Group1 Filter
Crosstab1
Existing variable: vBranchRegion
Americas as default for vBranchRegion

If you need more information to complete a task, see the Step-by-Step instructions at
the end of the Workshop.

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Workshop 1: Results
The results at the end of workshop appear as follows:

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Workshop 1: Step-by-Step Instructions

Server:
User/Password:
Studio:
Package:
Report Type:
Folder:
Namespace:

localhost:88
brettonf/Education1!
Report Studio
Go Data Warehouse (query)
Active Report
Sales and Marketing (query)
Sales (query)

Task 1. Create an active report with a Tab Control.

1. In the Insertable Objects pane, on the Toolbox tab, drag a Tab Control to
the active report.
2. Click Tabs Definitions and enter labels for List and Crosstab.
3. Delete Tab Label 3.
Task 2. Add objects to the List tab.
1. From the Toolbox tab, drag a List onto the List tab.
2. On the Source tab, drag the following query items to the list:
Products Product type
Retailer type Retailer type
Sales fact Revenue
3. From the Toolbox tab, Data Drop-Down List to the left of the list.

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4. On the Source tab, under Products query subject, drag Product line to the
data drop-down list drop zone.
5. Point to Query Explorer, click Query1, in the Properties pane under
Miscellaneous, and rename the query to List_Query.
6. Point to Query Explorer, click Query2, in the Properties pane under
Miscellaneous, and rename the query to DataDropList_PL_List_Query.
7. Point to Page Explorer and click on Page1.
8. Beside the data drop-down list control, click Interactive Behavior

9. Click Create a New Connection, and specify the following:

Data Drop-Down List1 Filter List1
New variable: vProductLine_List
Data Item (left): Product line
Data Item (right): Copy Data Item from Source
10. Click Connect, and then click OK.
11. From the Tools menu, click Manage Active Report Variables.
12. With vProductLine_List selected, under Default Variable Values, click
New, type Camping Equipment, and then click OK.

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Task 3. Add objects to the Crosstab tab.

1. In the Insertable Objects pane, on the Toolbox tab, drag a Crosstab to the
onto the Crosstab tab.
2. On the Source tab, drag the following query item to the crosstab:
Products Product line, Product type to Rows
Employee by region Branch region to Columns
Retailer type Retailer type to Columns (nested below)
Sales fact Revenue to Measures
3. From the Toolbox tab, drag a Data Drop-Down List to the left of the
crosstab.
4. On the Source tab, under Products query subject, drag Product line to the
data drop-down list drop zone.
5. Point to Query Explorer, click Query1, in the Properties pane under
Miscellaneous, and rename the query to Crosstab_Query.
6. Point to Query Explorer, click Query2, in the Properties pane under
Miscellaneous, and rename the query to
DataDropList_PL_Crosstab_Query.
7. Point to Page Explorer and click on Page1.
8. Beside the data drop-down list control, click Interactive Behavior

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9. Click Create a New Connection, and specify the following:

Data Drop-Down List2 Filter Crosstab1
New variable: vProductLine_Crosstab
Data Item (left): Product line
Data Item (right): Product line
10. Click Connect, and then click OK.
11. From the Tools menu, click Manage Active Report Variables.
12. With vProductLine_Crosstab selected, under Default Variable Values, click
New, type Camping Equipment, and then click OK twice.
Task 4. Add a Data Radio Button Group to filter the list and
crosstab.
1. From the Toolbox tab, Data Radio Button Group to the left of the tab
control.
2. On the Source tab, under Employee by region query subject, drag Branch
region to the data radio button group drop zone.
3. Point to Query Explorer, click Query1, in the Properties pane under
Miscellaneous, and rename the query to DataRadioButton_Region_Query.
4. Point to Page Explorer and click on Page1.
5. Beside the data radio button group control, click Interactive Behavior

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6. Click Create a New Connection, and specify the connection with the
following settings:
Data Radio Button Group1 Filter List1
New variable: vBranchRegion
Data Item (left): Branch region
Data Item (right): Copy Data Item from Source
7. Click Connect, and then click OK.
8. Repeat steps 5 - 7 and specify the following:
Data Radio Button Group1 Filter Crosstab1
Existing variable: vBranchRegion
Data Item (left): Branch region
Data Item (right): Branch region
9. Click Connect, and then click OK.
10. From the Tools menu, click Manage Active Report Variables.
11. With vBranchRegion selected, under Default Variable Values, click New,
type Americas, and then click OK twice.
12. Run the report.
The report renders with the default variable values. You can interact with the
report to choose other values from the controls.
13. Close the browser.

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2010, IBM Corporation

Filter and Select in Active

Reports
IBM Cognos Report Studio (v10.1)

Business Analytics

2009 IBM
Corporation
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(V10.1)

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FILTER

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Business Analytics

Objectives
At the end of this course, you should be able to:

distinguish between filter and select

examine decks and cards

explore properties to use in active reports

examine master-detail relationships and decks

2010 IBM Corporation

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Business Analytics

Filter and Select Data Using Data Controls

You can filter target controls based on selections in a
source control.
You can select target controls based on selections in a
source controls.

2010 IBM Corporation

Filter and select seem self-explanatory from the definitions on the slide. However, it is
important to understand the distinction between them before you start working with
decks and cards.

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Examine Decks
Decks allow you to show cards containing different
objects or data based on user selection in a control.

Static Deck

Show a crosstab on one card,

and chart on another.

Bar chart shows a different

Product line (data item) on each card

Data Deck
2010 IBM Corporation

You can include objects such as a lists, crosstabs, or charts on a deck. Data values are
added to a deck. The data values specified in the deck will define the cards that are
created.
In static decks, you define the number of cards you want and insert the object you want
on each card.
In data decks, the cards are defined by a data container or data items inserted in the
deck. A data item(s) determines which card appears.

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Demo 1: Create an Active Report Using a Static Deck

Purpose:
You want to create a report that can display either a horizontal or
vertical bar chart. To do this, you will create a button bar to select
which bar chart to display. You will create a deck to display the bar
charts.
Server:
User/Password:
Studio:
Package:
Report Type:
Namespace:

localhost:88
brettonf/Education1!
Report Studio
Go Sales (analysis)
Active Report
Sales (analysis)

Task 1. Create an active report with a button bar to display

different charts.
You will create two buttons to control the display of a horizontal bar chart and
a vertical bar chart.
1. From the Toolbox tab, drag a Button bar to the work area.
2. Click Buttons Definition

3. Create two labels as follows:

Horizontal Bar
Vertical Bar

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4. Delete Button Label 3.

5. Click New

, type Icon and then click OK.

6. Select the Icon check box, and then from the drop-down list, click Icon.
7. Beside values for Icon:
Beside Horizontal Bar: http://localhost:88/ibmcognos/pat/images/
chart/chart_bar_clustered.gif
Beside Vertical Bar: http://localhost:88/ibmcognos/pat/images/
chart/chart_column_clustered.gif
The results appear as follows:

8. Click OK.

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Task 2. Create a deck to display the charts.

1. From the Toolbox tab, drag a Deck to the right of the Button Bar control.
2. Click Deck Cards Definition

3. Create two labels as follows:

Horizontal Bar
Vertical Bar
Note that you are creating the same labels on the cards as you did in the button
bar because you will be making a connection between the button bar and the
deck that will allow for the correct card to be selected based on label.
4. Delete Card 3 and then click OK.
The results appear as follows:

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5. In the deck drop down list, click Horizontal Bar, and then click in the space
below the Deck control.
The Properties pane now shows the properties for the Current Card:
Horizontal Bar Chart.
The space below the deck behaves much like a conditional block. This is the
card associated with Horizontal Bar. You will add the horizontal bar chart to
this card block that will be displayed when the user clicks on Horizontal Bar
button.
6. In the Toolbox tab, drag a Chart to the card block, under Bar click Clustered
Bar with 3D-Effects

, and then click OK.

7. From the Source tab, expand Sales (analysis), Sales fact, and then drag Gross
profit to Default measure.
8. Expand Retailers dimension, Retailers hierarchy, and then drag Region to
Categories.
9. Repeat steps 5-8 to add a Column with 3D Effects
Vertical Bar.

column chart for the

Task 3. Connect the control to the deck.

1. Beside the button bar control, click Interactive Behavior

2. Click Create a New Connection.

Note that the connection method between the button bar and the deck is
Selected.
3. Create a new variable called vBarChartLabel, click Connect, and then click
OK.

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4. Run the report and select the Vertical Bar button.

The results appear as follows:

The button bar functions as expected

5. Close the browser.
Leave Report Studio open for the next demo.
Results:
You created an active report that allows users to display either a
horizontal or a vertical bar chart.

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FILTER

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Business Analytics

Examine Cards in a Data Deck

Cards are driven by the data values in the data deck.
The card displayed depends on the data item
selection.
Product lines

Camping Equipment

Golf Equipment

Mountaineering Equipment

Outdoor Equipment

Personal Accessories

Years

2004

2005

2006

2007

= 20 cards

2010 IBM Corporation

The number of cards in a data deck is determined by the number of data values in the
deck's data item(s).

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Choose Proper Controls for use in Data Decks

Use single select controls.
Be aware of impact of multi-select controls:

Complex logic is required to display the card.

Number of values
on 2nd control

Number of cards
generated on a deck

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Single select controls, such as drop-down lists, radio buttons, button bars, and so on,
will result in a maximum number of cards being generated on a deck that is manageable
to display.
With multi-select controls, such as a check box control, the different combinations of
that data that can result in a card are 2 to the power of n, where n=the number of
values in the data item used in the data control.
The logic required to display the different combinations of card data is very difficult to
create with the AND, OR, NOT.

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Business Analytics

Describe More Interactive Behavior

Properties
There are several properties that control interactive
behavior

Hover

Slide Animation Direction

2010 IBM Corporation

Hover - specifies whether to highlight the areas in a chart that can be selected. This
property applies to a report container such as a list, crosstab, or chart.
Slide animation direction specifies the direction from which a new card will appear on
the report. This property is applied to a deck.

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Demo 2: Create an Active Report Using a Data Deck

Purpose:
You are required to create a column chart showing quantity by
region. Being an active report, the user will be able to view different
charts depending on the region they select. You will use a data
deck to create the various charts that can be displayed.
Server:
User/Password:
Studio:
Package:
Report Type:
Folder:
Namespace:

localhost:88
brettonf/Education1!
Report Studio
Go Data Warehouse (query)
Active Report
Sales and Marketing (query)
Sales (query)

Task 1. Create an active report with a data radio button group

control.
1. From the Toolbox tab, drag a Table to the report area and accept the defaults.
2. Drag a Data Radio Button Group to the left table cell.
3. From the Source tab, expand Retailers, and drag Region to the data radio
button group drop zone

4. Right-click the data radio button group, and then click Go to Query.
5. Rename the query to RegionDataRadioButtonGroup_Query.
6. Point to Page Explorer, and then click Page1 to return to the report layout.
7. Select the data radio button group, and then in the Properties pane, under
General, set Orientation to Vertical.

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Task 2. Create a data deck with a column chart.

You will use the new charting engine in Cognos 10 to apply a conditional
palette to the chart you create.
1. From the Tools menu, click Options.
2. Click the Advanced tab, clear the Use legacy chart authoring check box.
3. Click OK.
4. Drag a Data Deck to the right table cell
5. Drag a Clustered Column with 3-D Effects
zone.

chart to the data deck drop

6. From the Source tab, drag Region to the data deck Values drop zone.
Region is the data item that drives the data deck.
7. Drag Region to Categories in the column chart.
8. Expand Sales fact, and then drag Quantity to Default measure in the
column chart.
9. Right-click the data deck and the list, click Go to Query, and then rename the
queries as follows:
Query1 DataDeck_Query
Query2 RegionColumnChart_Query
10. Point to Page Explorer, and then click Page1.

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Task 3. Add a conditional palette to the chart.

You want to highlight the bar of the region that is selected and gray out all the
other region bars.
1. Right-click the column chart, and then click Conditional Palette.
2. Point to New Conditional Palette Entry, and then click New Advanced
Condition

3. Click New Advanced Condition, and then create the following expression:
[DataDeck_Query].[Region] <>
[RegionColumnChart_Query].[Region]
4. Click OK, and then under Palette Entry, change the color to Silver, from the
Named Colors tab.
5. Repeat steps 3-4 using the following:
[DataDeck_Query].[Region] =
[RegionColumnChart_Query].[Region]

Color Blue

6. Close all dialog boxes.

Task 4. Create a connection between the radio button group
control and the data deck.
By creating this connection, you will be specifying which card to display when
the user makes a selection.
1. Beside the data radio button group, click Interactive Behavior
click Create a New Connection.

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2. Specify the connection with the following entries:

Data Radio Button Group 1 Select Data Deck 1
New variable: vRegion
Data Item (left): Region
Data Item (right): Region
3. Click Connect, and then click OK.
4. Beside the column chart, click Interactive Behavior (not the data deck
Interactive Behavior).
You want to specify that when a user clicks a column in the chart, the
corresponding region will be selected in the radio button group.
5. Ensure the control selected is Combination Chart 1, and then under Behavior
on Select, click Edit.
6. Set vRegion to Region in the Value column, and then click OK twice.
7. From the Tools menu, click Manage Active Report Variables, and then for
vRegion create a default value of Americas.
8. Click OK.

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9. Run the report and select Northern Europe from the radio button control.
The results appear as follows:

The report functions correctly. Hover the cursor over a grey bar and observe
how it is highlighted.
10. Close the browser.
Task 5. Enhance the active report.
The legend shows the conditional palette you created. This does not add value,
so you will delete the legend.
1. Select the chart.
2. In the Properties pane, under Chart Annotations, double-click Legend.

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3. Clear the Show legend check box and then click OK.
You will also add an animation effect to the report by specifying the slide
direction for the card to appear on the screen. To ensure the animation is
rendered correctly, you will specify that the chart and the deck are the same size.
4. Select the Data Deck, and then in the Properties pane, under General,
double-click the Slide Animation, and then click Auto Vertical.
5. Under Positioning, double-click the Size & Overflow and set Height and
Width to 300 px each.
6. Select the chart and repeat step 5.
7. Run the report and select a region from the radio control button.
The chart reflects the selection you made using the slide animation direction
you specified.
8. Close the browser.
Results:
You created an active report using a data deck. You observed the
hover property and defined a selection behavior on the chart.

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Business Analytics

Master-Detail Relationships and Decks

Master-Detail relationships are used to section a data
report object within a data deck.
Master (deck)

Active
controls are
connected
to the deck

Detail (chart/card)

2010 IBM Corporation

Master-Detail Relationships can be used to define a relationship between a deck and

the object contained within the deck. The purpose of the relationship is to define what
data will be shown on the specific card within the deck. The same technique can be
used in a data tab.

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Demo 3: Show and Hide Columns in a List

Purpose:
You have requests from users to create a list report with different
measures. To satisfy all users with one report, you will create a list
that allows the selection of measures they want to see.
Server:
User/Password:
Studio:
Package:
Report Type:
Folder:
Namespace:

localhost:88
brettonf/Education1!
Report Studio
Go Data Warehouse (query)
Active Report
Sales and Marketing (query)
Sales (query)

Task 1. Create an active report with a list inside a data deck.

1. From the Toolbox tab, drag a Table to the report area and clear the
Maximize width check box.
2. Drag a Data Deck to the right table cell, and then add a List onto the Data
Deck.
3. From the Source tab, expand Products, and drag Product line query item to
the data deck's Values drop zone.
4. From the Source tab, drag the following query items to the list:
Products Product line, Product type, Product
Sales_Fact Quantity, Unit cost, Unit price, Revenue, Product cost

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5. Point to Query Explorer and rename the queries in the Properties pane as
follows:
Query1 DataDeck_Query
Query2 List_Query
6. Point to Page Explorer, and then click Page1 to return to the report layout.
Task 2. Add a data radio button group to select product line.
1. From the Toolbox tab, drag a Data Radio Button Group to the left of the
table.
2. From the Source tab, expand Products and drag Product line to the data
radio button group drop zone.
3. Right-click the data radio button group, click Go to Query, and then rename
Query1 as DataRadioButtonGroup_Query.
4. Point to Page Explorer, and then click Page1 to return to the report layout.
5. Beside the data radio button group, click Interactive Behavior, and then click
Create a New Connection.
6. Specify the connection with the following entries:
Data Radio Button Group 1 Select Data Deck 1
New variable: vProductLine
Data Item (left): Product line
Data Item (right): Product line

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7. Click Connect, and then click OK.

8. Click anywhere in the list, and then from the Data menu, click Master Detail
Relationship and create a new link between the data deck and the list based on
Product line.
Task 2. Add a check box group to select measures.
1. From the Toolbox tab, drag a Checkbox Group to the left table cell.
2. Click Check Boxes Definition, and then create five labels as follows:

Quantity

Unit cost

Unit price

Revenue

Product cost

3. Click OK.
4. Select the checkbox group, and then in the Properties pane, under General,
set the Orientation to Vertical.
5. Select the left table cell, and then from the toolbar, click Top and Left.
This will align the check box control to the top left corner of the table.
Task 4. Control the visibility of columns with a variable.
1. From the Tools menu, click Manage Active Report Variables.
2. Under Active Report Variables, click New.
3. Type vColumnCheck and then click OK twice.

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4. In the list, right-click Quantity column and click Column Visibility.

5. Select Visible based on condition, and then click Edit Condition.
6. Under Value, type Quantity, and then under Item select vColumnCheck.
7. Click OK three times.
8. Repeat steps 4-8 for Unit cost, Unit price, Revenue and Product cost.
Task 5. Specify behavior of check box group.
You will specify the selection and reaction behaviors for the check box groups
so that the check box appears as selected and the variable is set to the user
selection.
1. Beside the check box group, click Interactive Behavior.
2. Under Behavior on Select/Set Variable Values, click Edit.
3. Beside vColumnCheck, from the Value list, select Label, and then click OK.
4. Under Reaction Behavior/Container Select, click Edit.
5. Under Data Item, select Label, and then under Active Report Variable,
select vColumnCheck, and then click OK three times.

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6. Run the report, and then select Mountaineering Equipment, Quantity,

Revenue and Product cost.
The results appear as follows:

The controls behave as expected.

7. Close the browser.
Leave Report Studio open for the next workshop.
Results:
You created an active report that allows users to select the
measures they want to see in a list using a condition for column
visibility and a master-detail relationship within a deck.

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Business Analytics

Summary
At the end of this course, you should be able to:

distinguish between filter and select

examine decks and cards

explore properties to use in active reports

examine master-detail relationships and decks

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Workshop 1: Create an Active Report with a Data Deck and

Controls
You have a request to create a revenue report that will be viewed when disconnected
from the enterprise network. The report should filter on Product line and Order year,
and display Order method in a pie chart.
You will create a drop-down list containing Product Line, a radio button group
displaying all Order year and display revenue by Order method
To accomplish this:
Create an active report in the GO Data Warehouse (query) package.
Create a data drop down list containing Product line
Create a data radio button group containing Year
Create a list with the following items as visible: Product type, Revenue, Planned
Revenue
Create a deck:
Add a Pie with 3-D Effects and Flat Bevel
Default measure: Revenue
Series: Order method
Add deck values of Product line Year.
Create the appropriate connections and master-detail relationships
For more detailed information outlined as tasks, see the Task Table section.
For the final query results, see the Workshop Results section that follows the Task
Table section.

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Workshop 1: Task Table

Task 1: Create an Active Report
Where to Work
Hints
Active report

GO Data Warehouse (query)

Insertable Objects /
Toolbox tab

Block

Query Explorer

List below the block

Rename Query1 to List_Query

Insertable Objects pane / Products Product type to the list

Source tab, Sales and
Marketing (query), Sales Sales fact Revenue, Planned Revenue to the list
(query)
Task 2: Add a drop-down list to filter the list on Product line
Where to Work
Hints
Insertable Objects /
Toolbox

Drag Data drop-down list to the block

Insertable Objects /
Source tab

Products Product line to the data drop-down list

Query Explorer

Rename Query1 to PL_DropDownList_Query

Data Drop-Down List,

Interactive Behavior

Create a New Connection between the drop-down list and

the list

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Task 3: Add radio buttons to filter the list on Year

Where to Work
Hints
Toolbar

Drag Data Radio Button Group to the right of the dropdown list

Insertable Objects /
Source tab /Sales and
Marketing (query), Sales
(query)

Time Year to the radio button group

Query Explorer

Rename Query1 to Yr_RadioButtonGroup_Query

Data Radio Button

Group, Interactive
Behavior

Create a New Connection between the radio button

group and the list
o New variable: vYear

Task 4: Join the two controls to filter the list on both data values
Where to Work
Hints
List / Interactive
Behavior / Create a
Connection

Container Filter: Year in vYear

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Task 5: Set defaults and display values for control variables

Where to Work
Hints
Toolbar / Tools / Manage
Active Report Variables

Default value of Golf Equipment for vProductLine

Default value of 2005 for vYear

Data Radio Button Group / Container Select: Year in vYear

Interactive Behavior
Query Explorer

Rename Query1 to Yr_RadioButtonGroup_Query

Data Radio Button Group / Create a New Connection between the radio button
Interactive Behavior
group and the list
Task 6: Add a pie chart to the report and control its display with a deck
Where to Work
Hints
Insertable Objects /
Toolbox
Insertable Objects / Source
tab

Drag a Table to the left of the list; drag list to left cell
Drag a Data Deck to the right cell
Products Product line to deck values
Time Year to deck values

Toolbox

Drag a Chart, Pie with 3-D Effects and Flat Bevel to

the data deck.

Query Explorer

Rename Query1 to DataDeck1

Query2 to PieChart1

Insertable Objects / Source

tab / Sales and Marketing
(query) / Sales (query)

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Sales fact Revenue to Default measure

Order method Order method type to Series

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Task 7: Create chart filters and define master-detail relationship

Where to Work
Hints
Chart / Filters

Default value of Golf Equipment for vProductLine

Default value of 2005 for vYear

Create master detail relationship between the chart

and the data deck by linking on Product line and
Year
Task 8: Connect the pie chart to the Product line and Year controls
Where to Work
Hints
Toolbar / Data / Master
Detail Relationships

Data Radio Button Group / Container Select: Product line in vProductLine

Interactive Behavior
Container Select: Year in vYear
Chart Properties

Legend - Align Top Center

Left Table Cell

Align: Top, Left

Size & Overflow = 400 Width

Run report

Select a Product line

Select a Year

If you need more information to complete a task, see the Step-by-Step instructions at
the end of the Workshop.

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Workshop 1: Workshop Results

After Task 2, Step 3, the results appear as follows:

After Task 2, Step 8, the results appear as follows:

After Task 4, Step 4, the results appear as follows:

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After Task 6, Step 10, the results appear as follows:

After Task 8, Step 12, the results appear as follows:

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Workshop 1: Step-by-Step Instructions

Server:
User/Password:
Studio:
Package:
Report Type:
Folder:
Namespace:

localhost:88
brettonf/Education1!
Report Studio
Go Data Warehouse (query)
Active Report
Sales and Marketing (query)
Sales (query)

Task 1. Create an active report.

1. Double-click the title box and type Revenue by Product Line and Order
Year.
2. From the Toolbox tab, drag a Block to the report area.
3. Drag a List below the block.
4. Right-click the list, click Go to Query, and then rename the query to
List_Query.
5. Point to Page Explorer
layout.

, and then click Page1 to return to the report

6. From the Source tab, expand Products, and then drag Product type to the
list.
7. Expand Sales fact, and then drag Revenue and Planned revenue to the end
of list.

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Task 2. Add a drop-down list to filter the list on Product line.

1. Click the Toolbox tab, right-click in the toolbox pane, and then click Active
Report Toolbox Items.
2. Drag a Data Drop Down List object into the block.
A data drop down list is used because you will add the data item Product line
that users can access from the drop down list.
3. On the Source tab, under Products, drag Product line to the drop-down list
control box.
You will rename the query associated with the drop down list.
4. Right-click the Product list drop down list, click Go to Query, and then rename
the query to PL_DropDownList_Query.
Point to Page Explorer, and then click Page1 to return to the report layout.
5. Beside the drop-down list control, click Interactive Behavior

6. Click Create a New Connection.

7. Rename the new variable as vProductLine, and then click Connect.
8. Run the report and select a value from the drop-down list.
The list is now being filtered on the drop-down list selection.
9. Close the browser window.

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Task 3. Add radio buttons to filter the list on Year.

1. From the Toolbox tab, drag a Data Radio Button Group object into the
block to the right of the drop-down list.
2. From the Source tab, expand Time, and then drag Year to the radio button
control drop zone.
You will connect the radio button group to the list using the properties pane.
This is the manual way to create the connection between the radio button
control and the list.
3. Right-click the radio button group, click Go to Query, and then rename
Query1 to Yr_RadioButtonGroup_Query.
4. Point to Page Explorer, and then click Page1.
5. Click the radio button container selector and then in the Properties pane,
under Interactive Behavior, double-click Set Variable Values.
6. Click Manage Active Report Variables, and then under Active Report
Variables, click New.
7. Type vYear, as the variable name, and then click OK twice.
8. Beside vYear, click the value list, select Year, and then click OK.
To filter the list on Year, you will add that data item to the list, but will hide it.
9. Under Time, drag Year to the end of the list.
10. Click the Year column, and then in the properties pane, under Interactive
Behavior, set Column Visibility to Hidden.

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11. Run the report by selecting Golf Equipment and 2004.

The report does not filter on year. You need to add year to the list filter that is
already working with Product line.
12. Close the browser.
Task 4. Join the two controls to filter the list on both data
values.
1. Click the list container selector, and then and then in the properties pane, under
Interactive Behavior, double-click Container Filter.
You see the Product line filter already exists.
2. Click New Condition.
3. In the Data Item list, select Year, in the Active Report Variable list, select
vYear, and then click OK.
You see that the container filter is now set to both Product line and Year.
4. Click OK, and then run the report by selecting Camping Equipment and
2004.
The report runs correctly.
5. Close the browser.

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Task 5. Set defaults and display values for control variables.

You will populate the controls with default values so that the report filters
immediately. You will also have these default values display in the controls so
that the report indicates what is filtered.
1. From the Tools menu, click Manage Active Report Variables.
2. With vProductLine selected, under Default Variable Values, click New.
3. Type Golf Equipment, and then click OK.
4. Click vYear, and then under Default Variable Values, click New.
5. Type 2005, and then click OK twice.
You will specify that the year be selected based on the variable value.
6. Click the radio button container selector, and then in the Properties pane,
under Interactive Behavior, double-click Container Select.
7. Click New.
8. Under Data Item, select Year, and then under Active Report Variable, select
vYear.
9. Click OK twice, and then run the report.
Both controls are now populated with default values filtered at report runtime.
10. Close the browser.

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Task 6. Add a pie chart to the report and control its display
with a deck.
You can create static charts in a report. You cannot have charts filter on the
client as you can with lists and crosstabs.
For active reports, you need to take a different approach and segment the data
to match the filter criteria. This is done through the use of decks. The concept
is similar to a deck of cards, where each card contains info tied to different data.
1. From the Toolbox tab, drag a Table to the left of the list, and accept the
defaults.
Note: Right click in the Toolbox and select All Toolbox Items.
2. Select the list and drag it into the left table cell.
3. From the Toolbox tab, drag a Data Deck into the right table cell.
You want to create a chart (card) for each Product line/Year combination. To
do this, you will add Product line and Year to the deck.
4. Right-click the data deck, click Go to Query, and then rename Query1 to
DataDeck1.
5. Point to Page Explorer, and then click Page1 to return to the report layout.
6. From the Source tab, expand Sales and Marketing (query), Sales (query),
and add the following to the Values drop zone of the deck:
Products -> Product line
Time -> Year
Now you will add a chart to the deck.

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7. From the Toolbox tab, drag a Chart to the data deck, to the left of Values.
8. Click Pie, Donut, and then on the right, click Pie with 3-D Effects and Flat
.
Bevel
The work area is very crowded with objects and their drop zones. You will set
the object's components to only show when you need them.
9. Right-click the pie chart, click Go to Query, and then rename Query1 to
PieChart1.
10. Point to Page Explorer, and then click Page1 to return to the report layout.
11. From the Tools menu, click Options, click Edit, select Use flyouts in Design
View, and then click OK.
12. Click the pie chart.
The flyout options appear.
13. From the Source tab, under Sales (query), add the following query items to
the chart:
Sales fact Revenue to Default measure
Order method Order method type to Series

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Task 7. Create chart filters and define master-detail

relationship.
You will add filters to the chart to match the filters in the list. Then you will
define a master-detail relationship between the deck (master) and the chart
(detail) so that as a user filters the data using the controls, the list will be filtered
and the corresponding card containing the filtered chart will also appear.
1. Click the chart, on the toolbar, click Filters, and then click Edit Filters.
2. Click Add, select Advanced, and then click OK.
3. In the Expression Definition pane, create the following expression:
[Sales (query)].[Products].[Product line]=?PL? and [Sales
(query)].[Time].[Year]=?Yr?
4. Click OK.
5. With the chart still selected, from the Data menu, click Master Detail
Relationships.
6. Create the following links:
Product line PL
Year Yr
The master-detail relationship now gives us a card for each Product line/Year
combination (5 x 4 = 20).
7. Click OK.

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Task 8. Connect the pie chart to the Product line and Year
controls.
You will create a conditioned select that will select the correct card to display.
1. Click Interactive Behavior
table.

for the data deck at the far right column of the

2. Beside Container Select, click Edit

3. Accept the default of Product line in vProductLine by clicking OK.

4. Click New, create another select condition of Year in vYear, and then click
OK three times.
You created a container selection because you are using a data deck. Container
filters are more appropriate for lists, crosstabs, list controls, and so on.
5. Run the report.
6. Select various Product line/Year combinations and observe the filtering in the
list and the selected card that displays the chart.
You may notice that as you filter on different data, the report objects jump
around. You will correct this by aligning the objects.
7. Close the browser.
8. Select the chart, in the Properties pane, under Chart Annotations, doubleclick Legend.
9. Under Preset, click Align Top Center
and then click OK.
The legend will now appear at the top of the chart.
10. Select the left table cell, and then on the toolbar, click Top, and the
click Left

11. With the left table cell still selected, in the Properties pane, under Positioning,
set Size & Overflow property to 400 Width.
12. Run the report to observe the corrected alignment.
13. Close the browser and Report Studio.
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Use Advanced Features with

Active Reports
IBM Cognos Report Studio (v10.1)

Business Analytics

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Business Analytics

Objectives
At the end of this course, you should be able to:

drill through on an active report

drill up and down on an active report

create cascading prompts in an active report

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Business Analytics

Drill-Through on an Active Report

Source report can be mht file
Target report must be Cognos 10 report
Drill Through Capabilities with Active Reports
Source Report

Target Report

Relational data source

Dimensionally-modeled
relational data source

Relational data source

Cube data source

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When using a relational data source as the source report, it is the caption that is passed
as a string to a target relational report.
When using a dimensionally-modeled relational data source as the source report, it is
the caption that is passed as a string to a target relational report.
When using a cube data source as the source report, it is the MUN (business key value)
that is passed to a cube report.

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WITH

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REPORTS

Demo 1: Create a Drill-Through Report Using an Active

Report as the Source
Purpose:
You have a request to build an active report that will include a
product line filter and will drill through to a detailed report on
product type. You will build an active report with various controls to
filter and allow for other interactive behavior. You will create a
drill-through definition to drill to a detailed list report.
Server:
User/Password:
Studio:
Package:
Report Type:
Folder:
Namespace:

localhost
brettonf/Education1!
Report Studio
Go Data Warehouse (query)
List
Sales and Marketing (query)
Sales (query)

Task 1. Create the target report.

1.
2.
3.
4.
5.
6.

From the Tools menu, click Options, click Edit, clear Use flyouts in Design
View checkbox and then click OK.
From the Toolbox tab, drag a Block to the left of the list.
Drag a Singleton into the block.
Select the singleton, and then in the Properties pane, set Query to Query1.
From the Source tab, expand Products, drag Product type to the singleton.
Select the block and set the Padding property as follows:
Top - 20px
Bottom - 10 px
Left - 20 px

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From the Source tab, expand Products, and add Product, Product size,
Product brand, Product color, and Product description to the list.
8. Click the list, from the toolbar, click Filter, and then click Edit Filters.
9. Click Add, select Advanced, and then click OK.
10. In the Expression Definition box, create the following expression:
[Sales (query)].[Products].[Product type] in ?PT?
11. Validate the expression to ensure the syntax is correct, and then click OK twice.
12. Save the report in Public Folders as B5198/Mod3 Demo1 Drill Through
Target.
Tip: You will need to create the B5198 folder.
Task 2. Create an active report with active controls.
1.
2.
3.
4.

From the toolbar, click New, click Active Report, and then click OK.
From the Toolbox tab, drag a Block to the report area.
Drag a Data Drop-Down List into the block.
Select the block and set the Padding property as follows:
Top - 20px
Bottom - 20 px
Left - 150 px

5.
6.
7.

3-6

From the Source tab, expand Products, and drag Product line to the data
drop-down list drop zone.
From the Toolbox tab, drag a Data Deck to the right of the block.
Drag a Table to the data deck, clear the Maximize width check box, and then
click OK.

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USE

8.
9.

ADVANCED

FEATURES

WITH

ACTIVE

REPORTS

From the Source tab, drag Product line to the data deck's Values drop zone.
Point to Query Explorer, and then rename the queries as follows:
Query1 - DataDropDownList_Query

Query2 - DataDeck_Query
10. Point to Page Explorer, and then click Page1 to return to the report layout.
11. Beside the data drop-down list, click Interactive Behavior, and then click
Create a New Connection.
12. Specify the connection with the following entries:
Data Drop-Down List1 Select Data Deck 1
New variable: vProductLine
Data Item (left): Product line
Data Item (right): Product line
13. Click Connect, and then click OK.
14. From the Tools menu, click Manage Active Report Variables.
15. Click vProductLine, and then create a default variable of Camping
Equipment.
Task 3. Add a chart to the data deck.
1.

From the Toolbox tab, drag a Chart to the left cell of the table inside the data
deck.

Click Clustered Column

chart, and then click OK.

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From the Source tab, add the following query items to the chart:
Products Product type to Categories
Sales fact Revenue to Default measure

4.
5.

6.
7.

8.
9.
10.
11.
12.
13.

3-8

Point to Query Explorer, and then rename Query1 to ColumnChart_Query.

From the Source tab, drag Product line to the Data Items pane.
You added Product line to the chart query's data items because the master-detail
relationship link on this data item.
Point to Page Explorer, and then click Page1 to return to the report layout.
Select the chart, and then from the Data menu, click Master Detail
Relationship, and then create a link between the data deck and the list based
on Product line.
You will create a variable to control behavior of interacting with the product
type values.
From the Tools menu, click Manage Active Report Variables.
Under Active Report Variables, click New.
Type vProductType, and then click OK.
Beside the chart, click Interactive Behavior, and then under Behavior on
Select/Set Variable Values, click Edit.
Beside vProductType, from the Value list, select Product type, and then click
OK twice.
Select the left cell, and then Top and Left align the list within the cell.

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Task 4. Add a list to the data deck.

1.
2.
3.
4.

5.
6.

7.
8.
9.

From the Toolbox tab, drag a List to the right cell of the table inside the data
deck (between the two Interactive Behavior controls.
From the Source tab, drag Product type and Product to the list.
Point to Query Explorer, and then rename Query1 to List_Query.
From the Source tab, drag Product line to the Data Items pane.
You added Product line to the list query's data items because the master-detail
relationship link on this data item.
Point to Page Explorer, and then click Page1 to return to the report layout.
Select the list, and then from the Data menu, click Master Detail
Relationship, create a link between the data deck and the list based on
Product line.
Beside the list, click Interactive Behavior, under Reaction
Behavior/Container Filter, click Edit, and then click New.
Under Data Item, select Product type, and under Active Report Variable,
select vProductType, and then click OK three times.
Select the right cell, and then Top and Left align the chart within the cell.

Task 5. Define the drill-through definition on product type.

1.
2.

In the list, click Product type column body.

From the toolbar, click Drill-Through Definitions, and then click New DrillThrough Definition

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On the Target Report tab, click the ellipsis, navigate to Public

folders/B5198/Mod3 Demo1 Drill Through Target, and then click Open.

4.
5.
6.
7.
8.
9.

.
Under Parameters, click Edit
Under Method, select Pass data item value.
Under Value, select Product type, and then click OK twice.
Run the report.
From the product line drop-down list, select Personal Accessories.
From the column chart, click Binoculars.
The results appear as follows:

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10. In the list on the right, click Binoculars to drill through to the target report.
The results appear as follows:

11. Close the browser.

Leave Report Studio open for the next demo.
Results:
You built an active report that drills through to a detailed list report
based on the product type the user selected.

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Business Analytics

Describe More Interactive Behavior

Properties
There are several properties that control interactive
behavior

Default card

Enable a control

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Default card - the card to display when no other card matches the current variable state.
Enable a control defines when a control becomes active based on user selection in
another control

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Demo 2: Drill Up and Down on an Active Report

Purpose:
You have a request to create a report that allows users to drill up
and down on details. You will build an active report to drill down on
details Product line and Product type to view Product name details.
Server:
User/Password:
Studio:
Package:
Report Type:
Folder:
Namespace:

localhost
brettonf/Education1!
Report Studio
Go Data Warehouse (query)
Active Report
Sales and Marketing (query)
Sales (query)

Task 1. Create deck to display product line data.

1.
2.
3.
4.
5.

The first deck is a static deck and will not be driven by any data. It will contain
a list that displays Product line and other data. Users will be able to drill down
on product line.
From the Toolbox tab, drag a Table to the work area with 3 columns and 1
row.
Drag a Deck to the first table cell.
Drag a Table to the deck and accept the default settings.
Drag a Text Item to the left table cell, type the text Context: and set the font
to 11 pt.
Select the Table in the deck, and then from the Properties pane, under
Positioning, double-click Size & Overflow and then set Height to 60px and
delete the width.

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Drag a List to the right of the table in the deck.

You may want to select the deck to ensure the list was placed inside the deck.
Rename query1 to List_Query and then return to Page1.
From the Source tab, add the following query items to the list:
Products Product line

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12.
13.
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15.

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17.
18.
19.

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Sales fact Revenue, Planned revenue

Beside the list, click Interactive Behavior.
Click Manage Active Report Variables, and create a new active report
variable called vProductLine.
Click OK.
Under Behavior on Select, beside Set Variable Values, click Edit.
From the Value list select Product line, and then click OK twice.
Beside the deck, click Interactive Behavior.
Under Reaction Behavior, beside Container Select, click Edit.
When vProductLine is empty, such as when the report is just run, the Product
line list is shown.
Under Item, select Empty Variable, and then click OK three times.
Click Deck Cards Definition, type Starting List as the first card label, and
then delete remaining cards.
Click OK.
Select the deck, and then from the Properties pane, under Conditional, set
Default Card to Yes.

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20. Click the Deck tab

to see the contents of the default card.
The results appear as follows:

21. Run the report.

The results appear as follows:

You can use the debug feature to show the variable for vProductLine, as you
click the different product lines in the list.
22. Close the browser.

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Task 2. Create data deck to display product type data.

1.
2.
3.
4.

5.
6.

Drag a Data Deck to the middle table cell.

Drag a Table to the deck and accept the default settings.
Drag a Text Item to the left table cell, type the text Context: and set the font
to 11 pt.
Select the Table in the deck, and then from the Properties pane, under
Positioning, double-click Size & Overflow and then set Height to 60px and
delete the width.
Drag a List to the right table cell.
Drag another List below the table, within the deck.
You may want to select the data deck to ensure the list was placed inside the
data deck.
Rename queries as follows:
Query1 to PT_DataDeck_Query
Query2 to PT_ContextVar_Query
Query3 to PT_List_Query

8.
9.
10.
11.
12.

In Query Explorer, click PT_ContextVar_Query.

From the Toolbox tab, drag a Data Item to the Data Items pane.
Type 'Drill Context' in the Expression Definition pane, and then click OK.
Rename Data Item1 as Drill Context Item, and then return to Page1.
Click the top list in the right table cell, and then from the Data Items tab,
under PT_ContextVar_Query, drag Drill Context Item to the list.
13. From the Toolbox tab, drag a Variable Text Item to the list in the table.
The product line variable will be displayed as the context for the list below.

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14. Select Variable Text Item column title, and then from the Properties pane,
under Box, set Box Type to None.
15. Select <%vProductLine%> column, and then from the Properties pane,
under Font & Text, set Font to Bold 11 pt.
16. Right-click Drill Context Item column, click Column Visibility, select
Hidden, and then click OK.
Only the vProductLine value will display from this list.
17. From the Source tab, add the following query items to the bottom list:
Products Product type
Sales fact Revenue, Planned revenue
18. Drag Products Product line to the Deck/Values section

Task 3. Define interactive behavior on product type data

deck.
1.
2.
3.
4.

5.
6.

Set the product type list interaction to show the product type that is selected.
Beside the product type list, click Interactive Behavior.
Click Manage Active Report Variables, and create a new active report
variable called vProductType.
Under Behavior on Select, beside Set Variable Values, click Edit.
For vProductType, from the Value list select Product type, and then click
OK twice.
Set the context list interaction to set Product line to empty when a user clicks
on the text to drill up.
Beside the context list in the right table cell, click Interactive Behavior.
Under Behavior on Select, beside Set Variable Values, click Edit.

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Beside vProductLine, from the Value list select Set to Empty and then click
OK twice.
Set the data deck interaction to show the selected Product line and set Product
type to empty.
8. Beside the data deck list, click Interactive Behavior.
9. Under Reaction Behavior, beside Container Select, click Edit.
10. Ensure the defaults are Product line in vProductLine, and then clear the
Drop this condition if the variable is empty check box.
This condition is saying that if vProductLine is populated, then show the
product type list. Otherwise, if it is empty, show the product line list.
11. Click OK, and then click New Condition

12. Under Item, select Empty Variable, and then on the right, under Item select
Active Report Variable as vProductType.
13. Click OK.
The results appear as follows:
Product line in vProductLine AND vProductType is empty
14. Click OK twice.
15. Select the data deck, and then from the Properties pane, under Conditional,
set Default Card to Yes.

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16. Click the Data Deck tab

to see the contents of the default card.
The results appear as follows:

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Task 4. Create a master detail relationship in the data deck.

1.
2.
3.
4.

5.
6.
7.

Select the Product type list at the bottom of the data deck.
From the toolbar, click Filters, and then create a new filter as follows:
[Sales (query)].[Products].[Product line]=?PL?
Ensure the top list is selected, and then click Data, Master Detail
Relationships.
Click New Link, create a link between Product line and PL, and then
click OK.
The master detail relationship will filter the card to show only the product types
that belong to the product line selected.
Run the report and select a product line on which to drill down.
Click the product line that is displayed above the table to drill up.
Close the browser.

Task 5. Create data deck to display product name data.

1.
2.
3.

4.
5.

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From the Toolbox tab, drag a Data Deck to the third table cell.
Drag a Table to the deck with 4 columns and 1 row.
Select the Table, and then from the Properties pane, under Positioning,
double-click Size & Overflow, and then set Height to 60px and delete the
width.
Drag a Text Item to the first column table cell, type the text Context: and set
the font to 11 pt.
Drag a Text Item to the third column table cell, type >> and set the font to
11 pt.

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Drag a List to the second column table cell.

Drag a second List to the fourth column table cell.
Drag a third List to the right of table.
Rename queries as follows:
Query1 to Prod_DataDeck_Query
Query2 to Prod_PLContextVar_Query
Query3 to Prod_PTContextVar_Query
Query4 to Prod_List_Query

10. Click Prod_PLContextVar_Query, and follow the steps from

Task 2, steps 9-16 to create the list as shown below:

11. In Query Explorer, click Prod_PTContextVar_Query, and follow the steps

from Task 2, steps 9-16 to create the list as shown below:

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12. From the Source tab, add the following query items to the bottom list:
Products Product
Sales fact Revenue, Planned revenue
13. Drag Products Product type to the Deck/Values section.
Task 6. Define interactive behavior on product data deck.
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Set the product type list interaction to show the product type that is selected.
Beside the product line context list, click Interactive Behavior.
Under Behavior on Select, beside Set Variable Values, click Edit.
Beside vProductLine, from the Value list select Set to Empty.
Beside vProductType, from the Value list select Set to Empty.
Click OK twice.
Beside the product type context list, click Interactive Behavior.
Under Behavior on Select, beside Set Variable Values, click Edit.
Beside vProductType, from the Value list select Set to Empty.
Click OK twice.
Beside the product data deck, click Interactive Behavior.
Under Reaction Behavior, beside Container Select, click Edit.
Specify the condition of Product type in vProductType, and then clear the
Drop this condition if the variable is empty check box.
Click OK three times.
Select the product data deck, and then from the Properties pane, under
Conditional, set Default Card to Yes.

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15. Click the Data Deck tab

to see the contents of the default card.
The results appear as follows:

Note that the data deck value of Product type is not shown in the image above.
Task 7. Create a master detail relationship in the data deck.
1.
2.
3.

Select the Product list at the bottom of the data deck.

From the toolbar, click Filters, and then create a new filter as follows:
[Sales (query)].[Products].[Product type]=?PT?
Ensure the list is selected, and then click Data, Master Detail Relationships.

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Click New Link, create a link between Product type and PT, and then
click OK.
The master detail relationship will filter the card to show only the products that
belong to the product type selected.
Run the report and select Outdoor Protection product line and Sunscreen
product type on which to drill down.
The results appear as follows:

Click Sunscreen, and then Outdoor Protection to drill up.

Close the browser.

Results:
You created an active report using decks to enable drill up and
down on data items in an active report.

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Business Analytics

Cascade Interactive Controls

Default No
Value property
Enabled only
once Product
type is selected

Set controls to defaults

whenever a new
selection is made
Filter controls based on
previous selection
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When you cascade interactive controls, you must control the behavior of each object to
behave in sync with its parent and child control:
Set controls to defaults based on new selections
Filter controls based on parent data item selection
Disable controls until parent data item control is selected
Define No Value property (All as a static list item)

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Demo 3: Create an Active Report with Cascading Controls

Purpose:
You want to create an active report that lets users select product
line, product type and product. Since these data items have a
hierarchical relationship, you will need to specify that these controls
have a cascading behavior.
Server:
User/Password:
Studio:
Package:
Report Type:
Namespace:

localhost
brettonf/Educa4tion1!
Report Studio
Go Sales (query)
Active report
Sales (query)

Task 1. Add controls and data to the active report.

1.
2.
3.
4.
5.
6.

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From the Toolbox tab, drag a Table to the work area.

Change Number of columns to 1 and Number or rows to 4, and then clear
the Maximize width check box.
Drag a Data Drop-Down List to the first, second, and then third cell in the
table.
Drag a List to the last cell in the table.
Right-click the list, click Go to Query, and then rename Query4 as
List_Query.
Point to Page Explorer, and then click Page 1.
All of the objects can use the same query. You will rename the objects and
have each of them point to the same query.

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Rename the objects as follows:

Default object name

FEATURES

New object name

Query

Data Drop-Down List1

PL_Data Drop-DownList1

List_Query

Data Drop-Down List2

PT_Data DropDownList2

List_Query

Data Drop-Down List3

Prod_Data DropDownList3 List_Query

List1

List1 (no change)

List_Query

On the Source tab, expand Products and add data items as follows:
Product line to first data drop-down list
Product type to second data drop-down list
Product to third data drop-down list

From the Data Items tab

Product to the bottom list.

, add Product line, Product type, and

Task 2. Connect the data drop- down lists to the list.

1.
2.

Beside the Product line drop-down list control, click Interactive Behavior.
Click Create a New Connection, and specify the following:
PL_Data Drop-Down List1 Filter List1
New variable: vProductLine
Data Item (left): Product line
Data Item (right): Product line

Repeat steps 1 and 2 for Product type and Product data drop-down lists and
name the variable vProductType and vProduct respectively.

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Task 3. Add interactive behaviors on the Product line dropdown list.

1.
2.
3.
4.
5.

Upon selection of a product line, you want the product type and product dropdown lists to default to empty.
Beside the Product line drop-down list control, click Interactive Behavior.
Under Behavior on Select/Set Variable Values, click Edit.
Beside vProductType, select Set to Empty.
Beside vProduct, select Set to Empty.
Click OK twice.

Task 4. Add interactive behaviors on the Product type dropdown list.

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2.
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4.

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Upon selection in the product line drop-down list, you want the product type
list to be filtered on the values that belong to the product line selected. You will
add product line to the query so the filter can be defined.
From the Data Items tab, drag Product line to the Product type/Values
drop zone.
Beside the Product type drop-down list control, click Interactive Behavior.
Under Reaction Behavior /Container Filter, click Edit.
Under Data Item, select Product line, under Active Report Variable, select
vProductLine, and then click OK twice.
In addition, you want the product drop-down list to default to empty.
Under Behavior on Select/Set Variable Values, click Edit.
Beside vProduct, select Set to Empty, and then click OK twice.

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Task 5. Add interactive behaviors on the Product drop-down

list.
Upon selection in the product type drop-down list, you want the product list to
be filtered on the values that belong to the product type selected. You will add
product type to the query so the filter can be defined.
In addition, you want the product drop-down list to only be enabled once a user
selects a product line.
1. From the Source tab, under Products, drag Product type to the
Product/Values drop zone.
2. Beside the Product drop-down list control, click Interactive Behavior.
3. Under Reaction Behavior /Container Filter, click Edit.
4. Under Data Item, select Product type, and then under Active Report
Variable, select vProductType.
5. Click OK twice.
6. Under Reaction Behavior/Control Enable, click Edit.
7. Under Item, select Empty Variable.
8. Under Active Report Variable, select vProductType.
9. Click OK, and then click NOT.
10. Click OK twice.
Task 6. Create default values for data drop-down lists.
1.

2.
3.

Select the Product type drop-down list, and then in the Properties pane,
under Interactive Behavior, set No Value List Item to Show.
The No Value List Item Properties appear.
Double-click Label, and then in the Default text text box, type All.
Repeat steps 1 and 2 for Product drop-down list.
Next, you want to specify a product line default value.

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From the Tools menu, click Manage Active Report Variables.

With vProductLine_List selected, under Default Variable Values, click
New, type Camping Equipment, and then click OK.
Run the report, select Cooking Gear as product type and TrailChef Cup as
product.
The results appear as follows:

Close the browser.

Leave Report Studio open for the next workshop.

Results:
You created an active report with cascading controls to select
product line, product type, and product.

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Business Analytics

Summary
At the end of this course, you should be able to:

drill through on an active report

drill up and down on an active report

create cascading prompts in an active report

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Workshop 1: Create an Active Report with Cascading Controls

and a List
As the BI report author, you have been asked to create an active report that shows
revenue and planned revenue for each sales person in the chosen geographical area.
You will need to give the user the ability to select which geographical area they want to
view.
To accomplish this:
Add a table containing:
3 data drop-down lists: Sales region, Country, Province-State
List: City, Staff name, Revenue, Planned revenue
Filter on Year = '2006'
Group on City, Sort on Staff name
Cascade all three data drop-down lists
Have each data-drop down list filter the list
Add a Clustered Line chart to the list
Revenue to Measures
Month to Categories
Create Master-Detail Relationship on Staff name
Sort on Month (numeric)
Filter on Year = '2006'
Hide all list columns on the condition that the Country variable is not
empty
For more detailed information outlined as tasks, see the Task Table section.
For the final results, see the Workshop Results section that follows the Task Table
section.
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Workshop 1: Task Table

Task 1: Add controls and data to the active report
Where to Work
Hints
Active report

GO Sales (query)

Insertable Objects / Toolbox

Drag a Table, 1 column, 4 rows, clear Maximize

width check box
Drag a Data Drop-Down List to each of the
top three cells
Drag a List to the last cell

Properties pane

Rename each object and query appropriately

(each object will have a separate query)

Insertable Objects / Source tab

Sales Staff Sales Region, Country, ProvinceState to each of the data drop-down lists
respectively

Insertable Objects / Source tab

Sales Staff City, Staff name to the list

Sales Revenue, Planned revenue to the list

Toolbar / Group

City

List / Staff name column /

Properties

Allow Sorting: Yes

List / Filter

[Sales (query)].[Time].[Year]='2006'

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Task 2: Connect the data drop-down lists to the list

Where to Work
Hints
Sales region data drop-down list /
Interactive Behavior

Create a New Connection between the data

drop-down list and the list
o New variable: vSalesRegion
Repeat this step for Country and ProvinceState data drop-down lists
o New variables: vCountry, vProvState

Task 3: Add interactive behaviors on the Sales region drop-down list

Where to Work
Hints
Region data drop-down list /
Interactive Behavior

Behavior on Select/Set Variable Values:

o Set vCountry to empty
o Set vProvState to empty

Task 4: Add interactive behaviors on the Country drop-down list

Where to Work
Hints
Insertable objects / Source tab
Country data drop-down list /
Interactive Behavior

Drag Sales region to Country/Values drop

zone
Reaction Behavior / Container Filter:
o Sales Region in vSalesRegion
Behavior on Select / Set Variable Values:
o Set vProvState to empty

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Task 5: Add interactive behaviors on the Province-State drop-down list

Where to Work
Hints
Insertable objects / Source tab

Drag Country to Province-State/Values drop

zone

Province-State data drop-down list

/ Interactive Behavior
Reaction Behavior / Container Filter:
o Country in vCountry
Reaction Behavior / Control Enable:
o NOT(vCountry is empty)
Task 6: Create default values for data drop-down lists
Where to Work
Hints

Country - Data Drop Down List / No value List Item: Show

Properties
o Label: All
Province-State data drop-down list
Repeat for Province-State data drop-down lists
/ Interactive Behavior
Tools / Manage Active Report
Variables

vSalesRegion - Default value: Americas

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Task 7: Add a line chart to the list

Where to Work
Hints
Insertable objects / Toolbox tab

Insertable objects / Source tab

Drag a Clustered Line chart to the end of the

list
Sales Revenue to Default measure
Time Month to Categories

Query Explorer

Rename Query5 to Chart_Query

Detail Filters - Year = '2006'
Time Month (numeric) to Data Items
Sales Staff Staff name to Data Items

Page Explorer / Chart

Toolbar / Data / Master Detail
Relationships

Link the chart and list using Staff name

Chart / Categories / Properties

(Chart Node Member)

Sorting: add Month (numeric) to the Sort List

Chart / Properties

Size and Overflow: 50 height, 130 width

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Task 8: Hide columns and filter the list

Where to Work
Hints
Rename the column to 2006 Revenue
List / Chart Column Header
List / Column Visibility

Insertable objects / Source tab

Show the columns below based on the

condition of NOT(vCountry is empty):
o City
o Staff name
o Revenue
o Planned Revenue
o 2006 Revenue

Toolbar / Run report

Select United States

Select Florida

If you need more information to complete a task, see the Step-by-Step instructions at
the end of the Workshop.

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Workshop 1: Results
The results at the end of workshop appear as follows:

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ACTIVE

REPORTS

Workshop 1: Step-by-Step Instructions

Server:
User/Password:
Studio:
Package:
Report Type:
Namespace:

localhost
brettonf/Education1!
Report Studio
Go Sales (query)
Active report
Sales (query)

Task 1. Add controls and data to the active report.

1.
2.
3.
4.
5.

From the Toolbox tab, drag a Table to the left of the list.
Change Number of columns to 1 and Number or rows to 4, and then clear
the Maximize width check box.
Drag a Data Drop-Down List to the first, second, and then third cell in the
table.
Drag a List to the last cell in the table.
Rename the objects as follows:
Default object
name

New object name

Query name

Data Drop-Down
List1

SalesRegion_DropDownList

DropDownList_Region_Query

Data Drop-Down
List2

Country_DropDownList

DropDownList_Country_Query

Data Drop-Down
List3

ProvState_DropDownList

DropDownList_ProvState_Query

List1

List

List_Query

2010, IBM Corporation

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On the Source tab, expand Sales Staff and add data items as follows:
Sales region to first data drop-down list
Country to second data drop-down list
Province-State to third data drop-down list

Drag the following to the list:

Sales Staff City, Staff name
Sales Revenue, Planned revenue

8.
9.

Group City, and then Allow Sorting on Staff name.

Crete a filter on the list: [Sales (query)].[Time].[Year]='2006'

Task 2. Connect the data drop-down lists to the list.

1.
2.

Beside the Sales region drop-down list control, click Interactive Behavior.
Click Create a New Connection, and specify the following:
SalesRegion_DropDownList Filter List
New variable: vSalesRegion
Data Item (left): SalesRegion
Data Item (right): Copy Data Item from Source

3-40

Repeat steps 1 and 2 for Country and Province-State data drop-down lists and
name the variable vCountry and vProvState respectively.

2010, IBM Corporation

USE

ADVANCED

FEATURES

WITH

ACTIVE

REPORTS

Task 3. Add interactive behaviors on the SalesRegion dropdown list.

1.
2.
3.
4.
5.

Upon selection of a sales region, you want the country and province-state dropdown lists to default to empty.
Beside the Sales region drop-down list control, click Interactive Behavior.
Under Behavior on Select/Set Variable Values, click Edit.
Beside vCountry, select Set to Empty.
Beside vProState, select Set to Empty.
Click OK twice.

Task 4. Add interactive behaviors on the Country drop-down

list.

1.
2.
3.
4.
5.
6.
7.
8.

Upon selection in the region drop-down list, you want the country list to be
filtered on the values that belong to the region selected. You will add region to
the query so the filter can be defined.
From the Source tab, under Sales staff, drag Sales region to the
Country/Values drop zone.
Beside the Country drop-down list control, click Interactive Behavior.
Under Reaction Behavior / Container Filter, click Edit.
Under Data Item, select Sales region, and then under Active Report
Variable, select vSalesRegion.
Click OK twice.
In addition, you want the province-state drop-down list to default to empty.
Under Behavior on Select/Set Variable Values, click Edit.
Beside vProvState, select Set to Empty.
Click OK twice.

2010, IBM Corporation

3-41

IBM

COGNOS

REPORT

STUDIO:

AUTHOR

ACTIVE

REPORTS

(V10.1)

Task 5. Add interactive behaviors on the Province-State dropdown list.

Upon selection in the country drop-down list, you want the province-state list
to be filtered on the values that belong to the country selected. You will add
country to the query so the filter can be defined.
In addition, you want the province-state drop-down list to only be enabled once
a user selects a region.
1. From the Source tab, under Sales staff, drag Country to the ProvinceState/Values drop zone.
2. Beside the Province-state drop-down list control, click Interactive Behavior.
3. Under Reaction Behavior /Container Filter, click Edit.
4. Under Data Item, select Country, and then under Active Report Variable,
select vCountry.
5. Click OK twice.
6. Under Reaction Behavior/Control Enable, click Edit.
7. Under Item, select Empty Variable.
8. Under Active Report Variable, select vCountry.
9. Click OK, and then click NOT.
10. Click OK twice.

3-42

2010, IBM Corporation

USE

ADVANCED

FEATURES

WITH

ACTIVE

REPORTS

Task 6. Create default values for data drop-down lists.

1.
2.
3.
4.
5.

Select the Country drop-down list, and then in the Properties pane, under
Interactive Behavior, set No Value List Item to Show.
Double-click Label, and then in the Default text text box, type All.
Repeat steps 1 and 2 for Province-State drop-down list.
Next, you want to specify a product line default value.
From the Tools menu, click Manage Active Report Variables.
With vSalesRegion selected, under Default Variable Values, click New, type
Americas, and then click OK.

Task 7. Add a line chart to the list.

1.
2.

You will add a chart within the list to display the revenues graphically.
From the toolbox tab, drag a Chart to the end of the list, click Line, click
Clustered Line, and then click OK.
From the Source tab, drag the following to the chart:
Sales Revenue to Default measure

3.
4.
5.

Time Month to Categories

Point to Query Explorer, click Query5, and then rename as Chart_Query.
From the Source tab, under Time, drag Year to the Detail Filters box and
filter on 2006.
Drag the following to the Data Items box:
Time Month (numeric)
Sales Staff Staff name

2010, IBM Corporation

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6.
7.

Point to Page Explorer, and then click Page1.

With the chart still selected, from the Data menu click Master Detail
Relationships, and then create a New Link between the chart and list using
Staff name.
The master detail relationship will ensure the chart shows revenue at the level of
staff member.
8. In the chart, under Categories, click Month and ensure Chart Node Member
is showing in the Properties pane title.
9. In the Properties pane, under Data, double-click Sorting, and then drag
Month (numeric) to the Sort List pane.
10. Click OK.
11. Click the chart, and then in the Properties pane, under Positioning, set Size
& Overflow to 50 height, 130 width.
Task 8. Hide columns in the list.

1.
2.
3.
4.
5.
6.
7.
8.

3-44

You don't want the list to be visible until the user selects a Country. You will
create the condition to show the column when Country is not empty.
Double-click the Combination Chart column header and rename the column
as 2006 Revenue.
In the list, right-click City column header and click Column Visibility.
Select Visible based on condition, and then click Edit Condition.
Under Item, select Empty Variable, and then under Item select vCountry.
Click OK, click NOT, and then click OK twice.
Repeat steps 2-5 for Staff name, Revenue, and Planned revenue and 2006
Revenue.
Run the report, select United States as country and Florida as Province-State.
The sales staff information for Miami appears.
Close the browser, and then close Report Studio.

2010, IBM Corporation

End-to-End Workshop
IBM Cognos Report Studio (v10.1)

Business Analytics

2009 IBM
Corporation
2010 IBM Corporation

IBM

4-2

COGNOS

REPORT

STUDIO:

AUTHOR

ACTIVE

REPORTS

(V10.1)

2010, IBM Corporation

END-TO-END

WORKSHOP

Business Analytics

Objectives
At the end of this course, you should be able to:

create an active report with active controls and

formatting that results in a polished look and feel

2010 IBM Corporation

2010, IBM Corporation

4-3

IBM

COGNOS

REPORT

STUDIO:

AUTHOR

ACTIVE

REPORTS

(V10.1)

Workshop 1: Create a Professional Looking Active Report

You have a request to create a report that will be used by executives to present to their
sales teams. The report will contain two tabs: the first will be an overview of Sales in
Australia; the second will focus on geographical market sales.
For more detailed information outlined as tasks, see the Task Table section.
For the final query results, see the Workshop Results section that follows the Task
Table section.

4-4

2010, IBM Corporation

END-TO-END

WORKSHOP

Workshop 1: Task Table

Task 1: Add a Control to the Active Report
Where to Work
Hints
Active Report

Package: GO Sales (query), Namespace: Sales (query)

Insertable Objects pane \

Toolbox tab

Block \ Properties

Drag a Block
Padding: ? 10px ? 10px
Margin: ? ? 15px ?
Background effects:

The blue is a Custom color - 99CCFF

Size & Overflow: 125 height, 1000, width
Insertable Objects pane \ Drag a Table into the block, 1 row, 1 column
Toolbox tab
Drag a Data Radio Button Group into the table
Center the data radio button group
Table \ Properties

Size & Overflow: 40 px height

Insertable Objects pane \ Products Product line to the Data Radio Button
Group drop zone
Source tab

2010, IBM Corporation

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REPORTS

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Task 2: Display key metrics

Where to Work
Hints
Insertable Objects pane \ Drag a List below the table in the block
Toolbox tab
Insertable Objects pane \ Sales Revenue, Planned revenue, Quantity, and Gross
Toolbox tab
profit to the list
List Column Body \
Properties (Ctrl+click
each list column body)

Border: None
Font: : Bold 20 pt, Foreground Color: Blue
Horizontal Alignment: Center
Size & Overflow: 250 px width

List \ Properties

Column Titles: Hide

Toolbar \ Edit Filters

[Sales (query)].[Retailers].[Retailer Country]='Australia'

[Sales (query)].[Time].[Year]='2007'

List Column Body \

Properties (Ctrl+click
Revenue, Planned
revenue, Gross profit)

Data Format:
Format type: Currency
No. of Decimal Places: 0
Scale: -6
Pattern: $### M

List Column Body \

Properties (click
Quantity)

Data Format:
Format type: Number
Scale: -3
Pattern: ### K

4-6

2010, IBM Corporation

END-TO-END

WORKSHOP

Insertable Objects pane \ Drag a Table below the list, 4 columns, 1 row
Toolbox tab
Table \ Properties

Margin: 15px ? ? ?
Drag a Text item into each cell and type as follows:
Revenue
Planned revenue
Quantity
Gross profit

Table cell \ Properties

(Ctrl+click each table
cell)

Font: Bold, 12pt, Foreground color: White

Horizontal Alignment: Center
Size & Overflow: ? 250px

Data Radio Button

Group \ Interactive
Behavior \ Create a
Connection

Data Radio Button Group1 Filter List1

New variable: vProductLine
Data Item (left): Product line
Data Item (right): Copy Data Item from Source

Tools \ Manage Active

Report Variable

vProductLine - Default Variable Values: Personal

Accessories

Toolbar

Run report

2010, IBM Corporation

4-7

IBM

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ACTIVE

REPORTS

(V10.1)

Task 3: Add charts to the Report

Where to Work
Hints
Insertable Objects pane \ Drag a Data Deck below the block
Toolbox tab
Drag a Table with 2 columns, 2 rows, below the data
deck
Drag a Text Item to the top left table cell
Type: 2007 Revenue by Retailer Type
Drag a Text Item to the top right table cell
Type: 2007 Margin by Retailer Type
Table cell \ Properties
(Ctrl+click each table
cell)

Font: 10 pt, Foreground color: Custom Color: 336699

Horizontal Alignment: Left

Insertable Objects pane \ Drag a Chart (Clustered Cylinder) to the bottom left cell
Toolbox tab
Insertable Objects pane \ Sales Revenue to Measure
Source tab
Time Quarter to Categories
Retailer type Retailer type to Series
Combination Chart \
Properties
Toolbar \ Edit Filters

Legend - Clear Show Legend check box

Size & Overflow: 350 height, 350 width
[Sales (query)].[Retailers].[Retailer country]='Australia'
[Sales (query)].[Time].[Year]='2007'
[Sales (query)].[Products].[Product line]=?PL?

4-8

2010, IBM Corporation

END-TO-END

WORKSHOP

Insertable Objects pane \ Drag a Chart (Clustered Cylinder Bar) to the bottom
Toolbox tab
right cell
Insertable Objects pane \ Sales Margin to Measure
Source tab
Time Quarter to Categories
Retailer type Retailer type to Series
Combination Chart \
Properties
Toolbar \ Edit Filters

Legend - Clear Show Legend check box

Size & Overflow: 350 height, 350 width
[Sales (query)].[Retailers].[Retailer Country]='Australia'
[Sales (query)].[Time].[Year]='2007'

[Sales (query)].[Products].[Product line]=?PL?

Task 4: Specify interaction on the data deck
Where to Work
Hints
Insertable Objects pane \ Products Product line to the data deck drop zone
Source tab

Data Radio Button

Group \ Interactive
Behavior \ Create a
Connection

Data Radio Button Group1 Select DataDeck1

Existing variable: vProductLine
Data Item (left): Product line
Data Item (right): Product line

Combination Chart \
Properties (Column
Cylinder chart)

Master Detail Relationships: Query3/Product line

Link Query4/?PL?
Repeat for Clustered Cylinder Bar *(Query3 and
Query5)

2010, IBM Corporation

4-9

IBM

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AUTHOR

ACTIVE

REPORTS

(V10.1)

Task 5: Create custom legend

Where to Work
Hints
Insertable Objects pane \ Drag a Table below the data deck
Toolbox tab
16 columns, 1 row, clear Maximize width check box
Page Explorer \ Classes \ Drag a Class to Local Classes
Class
Label: Legend Label
Padding: ? 10px ? 2px
Font: 10 pt
Page Explorer \ Page1\
Table Cells (2, 4, 6, 8, 10,
12, 14, 16) \ Properties

Classes: Legend Label

Insertable Objects pane \ Drag a Text Item to cells 2, 4, 6, 8, 10, 12, 14, and 16,
Toolbox tab
and type the following in each:

4-10

Department Store
Direct Marketing
Equipment Rental Store
Eyewear Store
Golf Shop
Outdoors Shop
Sports Store
Warehouse Store Quantity

2010, IBM Corporation

END-TO-END

WORKSHOP

Page Explorer \ Classes \ Drag a Class to Local Classes

Class
Label: Legend Color
Background Image:
Image URL:../reportstyles/images/silver_grad.png
Size & Overflow: Width: 12 pt
Page Explorer \ Page1\
Table Cells (1, 3, 5, 7, 9,
11, 13, 15) \ Properties

Classes: Legend Color

Table Cell \ Properties

Set Background Color (custom colors) to each table cell

listed below:

Toolbar

58 76 AE
CD 85 4E
6C 7F 56
AF B8 85
52 5E 7E
B0 E2 E5
79 40 67
BB 72 BC

Run report

2010, IBM Corporation

4-11

IBM

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(V10.1)

Workshop 1: Workshop Results

After Task 2, the results appear as follows:

After Task 5, the results appear as follows:

4-12

2010, IBM Corporation

END-TO-END

WORKSHOP

Business Analytics

Summary
At the end of this course, you should be able to:

create an active report with interactive controls

and formatting that results in a polished look and
feel

2010 IBM Corporation

2010, IBM Corporation

4-13

IBM

4-14

COGNOS

REPORT

STUDIO:

AUTHOR

ACTIVE

REPORTS

(V10.1)

2010, IBM Corporation

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