IBM Cognos Analytics Getting Started Guide
IBM Cognos Analytics Getting Started Guide
IBM Cognos Analytics Getting Started Guide
Version 11.0.0
IBM
Note
Before using this information and the product it supports, read the information in Notices on page 17.
Product Information
This document applies to IBM Cognos Analytics Version 11.0.0 and may also apply to subsequent releases.
Licensed Materials - Property of IBM
Copyright IBM Corporation 2005, 2015.
US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Get started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Search and find content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Navigation tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
View and interact with content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Subscribing to reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Managing your subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Run variations of reports with report views . . . . . . . . . . . . . . . . . . . . . . . . . 5
View and save report versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Link behavior when you copy, move, or rename . . . . . . . . . . . . . . . . . . . . . . . 6
Self-serve data uploads for dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Hiding and showing hidden entries . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Viewing your permissions for content . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Set properties for entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Scheduling entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Set your preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Language settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Turn UI hints on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Setting the default format for report runs . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Integrating with other Cognos products . . . . . . . . . . . . . . . . . . . . . . . . . . 9
The IBM Cognos Software Development Kit . . . . . . . . . . . . . . . . . . . . . . . . 10
Functionality mapping from Cognos BI to Cognos Analytics . . . . . . . . . . . . . . . . . . . 10
Opening companion apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
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Get started
IBM Cognos Analytics integrates reporting, modeling, analysis, dashboards,
metrics, and event management so you can understand your organization's data,
and make effective business decisions.
After the software is installed and configured, administrators set up security and
manage data sources. Next comes the data. You can get started yourself by
uploading local files and applying visualizations in dashboards. For
enterprise-level data, modelers are next in the workflow. After data modules and
packages are available, report authors can then create reports for business users
and analysts. Administrators maintain the system on an ongoing basis.
Whether you're an analyst, report author, data modeler, or an administrator, you
start by signing in to the Welcome portal from your desktop or mobile device.
There are coach marks in the user interface to help you discover what's where and
you can also find overview information in video form. For videos, see IBM Cognos
Analytics.
Depending on the work you do, you use different areas of the interface. There are
IBM Cognos Analytics capabilities associated with the following areas and you see
only those that you work with:
Welcome portal
Run reports, search for content, view My content, Team content, and
Recent lists, open dashboards and other items, upload files, check your
notifications, set your preferences and home page, and review your
subscriptions.
Delete, copy, move, edit, run as, set properties, set permissions and more,
depending on the type of entry in the content list.
Tap
Reporting
Create and edit a wide range of professional reports. Use templates or
customize your reports with prompts, bursting, advanced charts and
visualizations.
For more information, see the Cognos Analytics - Reporting Guide.
Data modeling
Modelers and administrators shape data, create modules and packages and
make them available to people that create and use reports. You can use the
IBM Cognos Analytics modeling tool to quickly create data modules from
various data sources such as data servers, uploaded files, and previously
saved data modules. The tool is intent-driven and generates a base module
by using terms that you define.
For more information, see the Cognos Analytics Data Modeling Guide.
Dashboards
View, monitor, and communicate data insights and analysis with
dashboards. You can assemble a view that contains visualizations such as
graphs, charts, plots, tables, maps, or any other visual representation of
data. Enrich dashboards with web pages and other content.
Copyright IBM Corp. 2005, 2015
To find items, type keywords and tap the Enter key. You can also search for text
including table or column labels, XML report specifications, URL items, shortcuts,
templates, and more.
Narrow your search with filters
If your search returns too many results, you can tap the filter icon and
select the options you want. The filter option is only available after you do
an initial search.
Save searches
After you search and the results are listed, you can save your search. If
you included filter options in your search, these options are also saved.
The save option is only available after you search.
Search is a quick way to find content, but you can also open your Recent, My
content, and Team content folders. Search doesn't return results for content that's
archived, but you can access this content from a report that's listed in one of your
folders.
Team content
Your organization's content is in the
Team content folder. This is
where you find reports, packages, dashboards, models, and more. Items in
Team content are organized in folders, so searching with keywords is an
easy way to find what you're looking for.
View report output versions and archived versions
For a report in a list, tap
Navigation tips
Tapping around in the IBM Cognos Analytics user interface helps you discover
how things work. Here are a few navigation tips to speed your discovery.
Run a report from the My content or Team content list
Tap the name of a report or tap
Samples
If your administrator configures the samples that come with IBM Cognos
Analytics, you can experiment with the data, metrics, and report templates of the
fictitious Sample Outdoors Company.
The samples help you to learn report design, sharing, and best practices.
Additional samples are available on Analytics Zone.
For more information, see the IBM Cognos Analytics Samples Guide.
v Save as report view. Saves your prompt values and options in a view.
v Save as agent view.
v Set as home.
Get started
Subscribing to reports
If you use an IBM Cognos Analytics report regularly, you can subscribe to it. When
you subscribe, you pick the time, date, format, and where you want it delivered.
When you subscribe to a report, the subscription includes all your prompt and
parameter values.
Procedure
1. Run a report.
2. In the application bar, tap
3. Select your subscription options, and then tap Create. Your subscription is
created. To view and modify your subscriptions, tap your user name, and then
tap My subscriptions.
Procedure
1. Tap your user name, and then tap
2. For an entry in the list, tap
My subscriptions.
Notifications
Notifications help you stay on top of important data. If you subscribe to a report
or report view, you are notified every time your subscription is delivered. If you
view saved output and you want to know when there's a new version of the
report, you can tap the Notify me button.
The Notify me button
is available in the application bar when you view a
saved output version of a report. If you request notification and then someone
runs that report, you get a notification with a link to the updated version.
When you subscribe, if you choose the Save the report on the system delivery
option, you receive a notification with a link to the new report version. To see all
your notifications, tap
View versions.
Get started
You also have the Save as option of saving the report output under a
different name or in a different location.
Procedure
1. For an entry in a list, tap
2. On the General tab of the Properties panel, tap Advanced. You see the
Permission property and your permission value for the entry.
Get started
Scheduling entries
Report analysts can subscribe to reports and receive them on a regular basis, but
there are additional scheduling tasks that are typically done by administrators.
While administrators can view schedules in the Manage part of the user interface,
schedules for entries can also be accessed from the Properties panel for the entry.
Procedure
1. For the item, tap
Language settings
You can select the language that you prefer for the IBM Cognos Analytics user
interface. If your data and reports are available in multiple languages, you can also
select the language that you prefer for the content. Make your selections in My
preferences.
To change the language setting, close all your open items first, select the language
in My preferences, close My preferences, and refresh your browser. The new
language setting takes effect.
There is also support for bidirectional languages such as Hebrew, Arabic, Urdu,
and Farsi. Report authors can control the display of native digits and the direction
of text, crosstabs, and charts.
For more information, see the IBM Cognos Analytics Administration and Security
Guide, and the IBM Cognos Analytics - Reporting User Guide.
Turn UI hints on
When you first sign in to IBM Cognos Analytics, you can see hints that help you
navigate the user interface. If you turn the hints off, but want to show them again,
select the Show hints check box in My preferences.
Procedure
1. Tap your user name, then tap
My preferences.
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Cognos Connection
Welcome portal
Cognos Viewer
Report Studio
Cognos Administration
Workspace Advanced
Drill-through definitions
, then Other
My Inbox
, then Other
Get started
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Analysis Studio
, then Other
.
Query Studio
, then Other
.
Workspace
Framework Manager
Framework Manager
Procedure
1. To see My Inbox and My Watch Items, in the Welcome portal, tap your user
name.
2. To see Create new job, in the Welcome portal navigation bar, tap Manage.
3. To see all other companion applications, in the Welcome portal navigation bar,
tap
12
, then
Get started
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Accessibility features
Accessibility features help users who have a physical disability, such as restricted
mobility or limited vision, to use information technology products successfully. For
information on accessibility features in Cognos Analytics, see the Cognos Analytics
Accessibility Guide.
Forward-looking statements
This documentation describes the current functionality of the product. References
to items that are not currently available may be included. No implication of any
future availability should be inferred. Any such references are not a commitment,
promise, or legal obligation to deliver any material, code, or functionality. The
development, release, and timing of features or functionality remain at the sole
discretion of IBM.
Samples disclaimer
The Sample Outdoors Company, Great Outdoors Company, GO Sales, any
variation of the Sample Outdoors or Great Outdoors names, and Planning Sample
depict fictitious business operations with sample data used to develop sample
applications for IBM and IBM customers. These fictitious records include sample
data for sales transactions, product distribution, finance, and human resources.
Any resemblance to actual names, addresses, contact numbers, or transaction
values is coincidental. Other sample files may contain fictional data manually or
machine generated, factual data compiled from academic or public sources, or data
used with permission of the copyright holder, for use as sample data to develop
sample applications. Product names referenced may be the trademarks of their
respective owners. Unauthorized duplication is prohibited.
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Notices
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Index
A
add folders 3
agent views 5
Analysis Studio 12
automating
IBM Cognos Analytics
permissions
set 7
view 7
preferences 8
product description
10
copy or move
effect on links
Query Studio
12
E
entries
hiding 7
showing hidden
report views 5
reports
managing 3
personalize 5
reportsview archives
outputs 5
save outputs 5
versions 5
view versions 5
G
get started overview
H
hiding entries
I
IBM Cognos Software Development Kit 10
integrating
other IBM Cognos products with IBM Cognos Analytics
L
learn the product 3
links and copy or move operations
samples 3
scheduling 8
select entries 3
set default report format 9
set preferences 8
showing hidden entries 7
subscribe to reports 4
subscriptions 4
T
6
Team content
managing
reports 3
My content 3
My subscriptions
Workspace
12
N
navigation tips 3
notifications 5
O
organizing
entries in the portal
21