Drill Through
Drill Through
Drill-through definitions
Unit objectives
• Drill-through from a report to another
• Package-based drill-through
• Discuss parameter-driven drill through
• Set scope
• Use the Drill Through Assistant
• Configure and use dynamic drill through
Unit objectives
Drill through to
target report to
view related data
Parameters from the target report Values from the source report
Demonstration 1
Let users drill-through from a report to another
Demonstration 1:
Let users drill-through from a report to another
Purpose:
You have been asked to create a report that displays revenue by order
method, region and year. Management want to enable users to drill-through
from this report to a report that has more detailed information when required.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the target report
Before you can setup a drill-through access from the high-level report to the
target detailed report, you must create the target report first.
1. On the side panel, click Team content > Samples > Models, then right-click
the GO data warehouse (query) package, and then click Create report.
1. In the Templates and themes dialog, double-click Blank.
2. From the Data \ Source tab, select the following data items:
• Order method: Order method type
• Retailers: Region
• Products: Product line
• Time: Year
• Sales fact: Revenue
3. Drag the data items to the work area, this will create a List containing them.
4. Click the <Order method type> List column body, Shift-click <Product line>
List column body, then from the Toolbar, click Group / Ungroup.
5. Click the <Order method type> List column body, then from the Toolbar, click
More > Headers & footers > Create header.
6. Click the <Order method type> List column body still selected, press Delete.
7. Click the <Revenue> List column body, then from the Toolbar, click
Summarize > Total.
5. On the side bar, click the Toolbox, then from under TEXTUAL, drag Layout
calculation to the right of the Text item in the Page header.
6. In the Report expression dialog, drag OM from the Parameters tab to the
Expression Definition box, then click OK.
7. From the Toolbox, drag a Text item to the right of the Layout calculation, then
type the following in the Text dialog: (add a space) in (add a space), then hit
Enter.
8. From the Toolbox, drag a second Layout calculation to the right of the last
Text item, and in the Report expression dialog, drag region from the
Parameters tab to the Expression Definition box, then click OK.
9. In the Application bar, click Save , then browse to Team content\B6058,
then in the Save as enter: Sales of order method and region, then click Save.
A section of the results appears as follows:
5. Leave the IBM Cognos Analytics portal open for the next demonstration.
Results:
You created a target report that requires two parameters, then you created the
source report that pass these required parameters as context to the target
report from data items that are available in the clicked cell in the source
report.
The user could see a summarized report and navigated to another one that
shows the details of a specific number that grabbed his attention.
Target
Report
* Optional
Drill-through definitions © Copyright IBM Corporation 2018
Values
Source Target
Demonstration 2
Set up and use drill-through access for a package
Demonstration 2:
Set up and use drill-through access for a package
Purpose:
You have been asked to create a drill-through definition to let users navigate
to a detailed product line sales report that is created from reports using the
GO Data Warehouse (query) package. To let users focus on specific areas of
interest, the target report will only display data for the product line from which
users drill through. Finally, you will enable the Drill Through Assistant and
view the values that are passed.
Portal: http://vclassbase/ibmcognos
User/Password: hirschb/Education1 (Branka Hirsch is a Report Administrator)
Package: Team content\Samples_LG_DQ\Models\GO data warehouse
(query)
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the target report
In this task you will open and run an existing report. Be sure you are logged in
as Branka Hirsch (see above) before starting this demonstration.
1. From the Welcome screen, click Team content and then navigate to
Samples_LG_DQ > Models > Go Data Warehouse (query) > Report Studio
Report Samples.
2. Right-click the Total Revenue by Country_DQ report, then click Edit report.
3. On the side bar, click Pages , then click Report.
4. On the Application bar, click Show properties to open the Properties pane.
5. In the Properties pane, under the REPORT section, click the Report styles
property, then from the drop-down list, select 11.4 styles.
6. In the Properties pane, under RUNNING & VALIDATION, set the Run with full
interactivity property to Yes.
7. On the Pages tab, under the Report pages folder, click Page1.
8. Under the Crosstab, click the Block that contains the Chart, then press Delete.
Task 2. Add more parameters to the report
You will add more parameters so that this report will only display data for the
countries and the product line from which the users drill through.
1. Click a cell in the Crosstab, then from the Toolbar, click Filters , then click
Edit Filters.
2. Click Add .
13. For the country parameter, in the Source metadata item column, click Set the
value for country .
14. Navigate to Sales and Marketing (query) > Sales (query) > Retailers.
15. Click Retailer country, and then click OK.
16. For the Product line parameter, in the Source metadata item column, click
Set the value for Product line .
17. Navigate to Sales and Marketing (query) > Sales (query) > Products.
18. Click Product line, and then click OK.
7. On the Application bar, click Run options , then click Run HTML.
You will attempt to drill through to view more data about revenue in Australia.
Task 6. Use the related links feature
8. In the report, in the Australia row, click the Revenue cell 109,299,969.14.
9. In the Toolbar, click Explore , point to Related links, then click Find more
drill-through links.
You get the following message:
It appears that there is no related links for the selected item.
This is because you limited the scope of the drill-through definition to the
Product line data item. The Australia row does not have a specific product line
as its context.
10. Close the browser tab.
11. From the Data tab on the side bar, expand Products, then drag Product
line to the left of the Revenue column.
12. Click the <Retailer country> List column body, then from the Toolbar, click
Group / Ungroup.
Task 7. Test the drill through definition
1. On the Application bar, click Run options , then click Run HTML.
2. In the report, click 41,935,932.19 in the Revenue cell that is beside Australia
and Camping Equipment row.
3. In the Toolbar, click Explore , point to Related links, then click Find more
drill-through links.
Now you can see the Total Revenue by Country Definition.
4. In the Related links dialog, expand the Advanced section.
The Drill Through Assistant displays the items and values that will be passed to
the target report.
5. Click OK to accept navigation to the drill-through definition.
IBM Cognos drills through to the Total Revenue by Country target report.
The report contains data for only Australia, and for only the Camping Equipment
product line.
The results appear as follows:
Dynamic drill-through
• Dynamic drill through matches source model item names to either:
▪ target model item name
▪ target report data item name
• If no match, source item is ignored
Dynamic filter
created for target report at run time
Source Target
Report [Region] = "Americas"
Report
[Country] = "Mexico"
Results filtered
on Mexico
Dynamic drill-through
Dynamic filtering eliminates the need for pre-authored drill-through prompts and
parameters, if reports have common items with conformed values.
You can use dynamic drill through alone, or combine with parameterized drill through
when reports expect parameters. Non-parameterized items would be filtered
dynamically, whereas the parameterized items would be predefined.
In the example, the source and the target reports contain different data items, but the
data items are renamed locally in the reports to unify the names. For example, Branch
region is renamed to Region, and Retailer country is renamed to Country.
First, IBM Cognos Analytics tries to match model item names.
But if both the source and target reports had items called Product line, renaming
Product line in the target report to something else would still work since the model
names match.
If no match is found for the model or report data item name, then the item is ignored for
the drill-through.
Demonstration 3
Configure and use dynamic drill-through
Demonstration 3:
Configure and use dynamic drill-through
Purpose:
You have been asked to configure a package to enable dynamic drill-through
from source reports based on a package to a target report that provides
revenue details of a region and country from another perspective.
Portal: http://vclassbase/ibmcognos
User/Password: hirschb/Education1
Application: IBM Cognos Analytics - Reporting
Package: Team content\Samples_LG_DQ\Models\GO data warehouse
(query)
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the target report
In this task you will start with the report from Demonstration 2:
Set up and use drill-through access for a package.
1. If the report from Demonstration 2 is not still open, open it for editing by
navigating to Team content > B6058, then right-click Total Revenue by
Country and Product line, then click Edit report .
2. In the Crosstab, click <Retailer country>.
3. From the Toolbar, click Filters, then click Remove All Filters.
4. From the Application bar, click Show properties.
5. In the Properties pane, under the DATA ITEM section, change the Name
property from Retailer country to Country.
You changed the data item name so that when you use dynamic drill-through it
will match any data item called Country, either country of a branch or retailer.
6. In the Application bar, click arrow beside Save , then click Save As.
7. Click Team content > B6058.
8. In the Save as box, type Demonstration 3 Target, then click Save.
Task 2. Create a drill-through definition
You will create a drill-through definition with dynamic filtering, and use it to drill
through to the target report.
1. From the side bar, click New > Other.
2. From the Companion applications list, click Drill-Through Definitions.
3. Click Samples_LG_DQ > Models > GO Data Warehouse (query).
4. From the top right corner in the Toolbar, click New Drill-through Definition .
5. In the Name box, type Total Revenue by Region, Country, or Product Line,
then click Next.
You will not set any scope on this drill-through definition. Users will be allowed
to drill through from any report that uses the package.
6. Click Set the target, and then navigate to Team Content > B6058.
7. Select the Demonstration 3 Target report, then click OK, then click Next.
8. From the Action list, select Run the report using dynamic filtering.
Notice that there are no parameters under Parameter mapping because the
target report has no parameters. If the target report did have parameters, you
would need to map those parameters, but could still leverage dynamic filtering
on other common, non-parameterized items. In other words, you can combine
the two methods if required.
The Drill Through Assistant displays the items and values that will be passed as
context to the target report.
6. Click OK to accept navigation to the drill-through definition.
IBM Cognos drills through to the target report, Demonstration 3 Target.
The report contains data for branches in Americas region, in Brazil.
The results appear as follows:
8. In the Application bar, click the report dropdown menu, then click Remove
to the right of New report to close it. Then click OK to confirm your action.
9. Leave the IBM Cognos Analytics portal open for the next exercise.
Results:
By configuring a dynamic drill-through definition and ensuring that the
common item names in the source and target reports matched, you were able
to achieve a dynamic drill-through.
Unit summary
• Drill-through from a report to another
• Package-based drill-through
• Discuss parameter-driven drill through
• Set scope
• Use the Drill Through Assistant
• Configure and use dynamic drill through
Unit summary