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Drill Through

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17 views34 pages

Drill Through

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TALHA KHAN
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Drill-through definitions

Drill-through definitions

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018


Course materials may not be reproduced in whole or in part without the written permission of IBM.
Unit 10 Drill-through definitions

© Copyright IBM Corp. 2003, 2018 10-2


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 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

Drill-through definitions © Copyright IBM Corporation 2018

Unit objectives

© Copyright IBM Corp. 2003, 2018 10-3


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Let users navigate to related data in IBM Cognos Analytics

Source Report (Summaries)

Revenue 2011 2012


Click the data item
E-mail 44,318,886.43 23,701,042.57 to drill through

Target Report (Details)

Order method Product line Year Revenue


E-mail Camping Equipment 2012 2,501,787.15
Golf Equipment 2012 1,182,984.1

Drill-through definitions © Copyright IBM Corporation 2018

Let users navigate to related data in IBM Cognos Analytics


Drill-through access lets users navigate between reports to view related data to help
them answer business questions. It helps you to build analytical applications that are
bigger than a single report, so they build a network of linked reports that users can
navigate, retaining their context and focus, to explore and analyze information.
In IBM Cognos Analytics, report authors can set up drill-through access to and from
reports using relational and dimensional data sources.
It is also possible to set up drill-through access to IBM Cognos Analytics targets from
third party sources and to third party targets from Cognos sources. Setting up drill-
through access to and from third-party sources and targets can be accomplished using
URL requests or by using the Software Development Kit (SDK).
In IBM Cognos Analytics, drill-though can be defined in the source report and can be
defined at the package that the source and target reports use (package-based drill-
through).

© Copyright IBM Corp. 2003, 2018 10-4


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Drill-through from a report to a report


• Specify values passed to target parameters:
▪ Pass data item value
▪ Pass parameter value
▪ Don’t use parameter

Source Report Target Report

Drill through to
target report to
view related data

Parameters from the target report Values from the source report

Drill-through definitions © Copyright IBM Corporation 2018

Set up drill-through access from a report


You must create the target report before you can set up drill-through access.
Then you map values that will be mapped to parameters of the target report. If you don’t
specify which values to pass to a target parameter, then when users drill-though, they
will be prompted to select values for any required target parameters.

© Copyright IBM Corp. 2003, 2018 10-5


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Demonstration 1
Let users drill-through from a report to another

Drill-through definitions © Copyright IBM Corporation 2018

Demonstration 1: Let users drill-through from a report to another

© Copyright IBM Corp. 2003, 2018 10-6


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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.

© Copyright IBM Corp. 2003, 2018 10-7


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Unit 10 Drill-through definitions

A section of the results appears as follows:

Task 2. Add parameters to the report


1. From the Toolbar, click Filters, then click Edit Filters.
2. In the Filters dialog, click Add, select Advanced, then click OK.
3. In the Expression Definition box, enter the following expression:
[Order method type]=?OM?
Hint: Drag Order method type from the Data items tab.
4. Click OK.
5. In the Filters dialog, click Add again, select Advanced, then click OK.
6. In the Expression Definition box, enter the following expression:
[Region]=?region?
Hint: Drag Region from the Data items tab.
7. Click OK, then click OK to close the Filters dialog.
Task 3. Display parameters in the header and save the report
1. On the Toolbar, click More > Headers & footers, and click Page header &
footer.
2. Select Header, then click OK.
3. In the Pahe header, click Add then click Text item , and type: Sales of
(then add a space), then hit Enter.
4. Click the Page header, then from the Toolbar, click Font, set Family to Arial,
Size to 16pt, Weight to Bold, and under Effects, check Underline, then click
Foreground Color, then choose Teal and click OK, then click OK.

© Copyright IBM Corp. 2003, 2018 10-8


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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:

Task 4. Create the source report


1. In the side bar, click Home .
2. On the side panel, navigate to Team content > Samples > Models, then right-
click the GO data warehouse (query) package, and then click Create report.
3. In the Templates and themes dialog, double-click Blank.
4. In the page body, click Add, then click Crosstab, and click OK to accept the
defaults.
5. From the Data \ Source tab, drag the following data items onto the Crosstab:

© Copyright IBM Corp. 2003, 2018 10-9


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

• Rows: Order method\Order method type


• Columns: Retailers\Region
• Measures: Sales fact\Revenue
A section of the results appear as follows:

Task 5. Set up the drill-through access


1. Click the Crosstab intersection cells, then from the Toolbar, click More.
You don’t see the Drill-through Definitions item; because it does not apply for
the current object type (Crosstab intersection).
2. In the Toolbar, click More, then click Select Fact Cells.
3. In the Toolbar, click More, then click Drill-Through Definitions.
4. In the Drill-through definitions dialog, click New Drill-through Definition .
5. Double-click in the Report box, then browse to Team content\B6058\Sales of
order method and region, then click Open.
It is important to create a logical name for each drill-through definition that
describes the contents of the drill-through target report. This helps organize drill-
through definitions.
Now you need to map values to the parameters of the target report.
6. Under Parameters, click Edit .
The Parameters dialog opens, and lists parameters found in the target report,
indicating the type of each of them, and whether it is required or not. You can
see that all parameters are required because they are used in required filters.
7. Beside the OM parameter, set Method to Pass data item value, then under
Value select Order method type
8. Beside the region parameter, set Method to Pass data item value, then under
Value select Region.
the results appear as follows:

9. Click OK t close the Parameters dialog.


10. On the Application bar, click Save, then browse to Team content\B6058, then
in the Save as enter: Source Report, then click Save.

© Copyright IBM Corp. 2003, 2018 10-10


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Task 6. Test the drill-through definition


You will test this drill-through definition by running the source report.
1. On the Application bar, click Run options , then click Run HTML.
The report runs and the Crosstab has hyperlinks to indicate the drill-through.

2. Click 898,483.93 (the intersection of Special with Southern Europe).


IBM Cognos Analytics navigates to the target report and passes the [Order
method type] and [Region] data item values of the clicked cell to the target
report.
You can validate the mapping from data item values to parameters in the title of
the target report.
You can also validate that the grand total of the target List report matches the
number that was in the cell that you clicked in the source report.
The results appear as follows:

© Copyright IBM Corp. 2003, 2018 10-11


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

3. Close the rendered report tab.


4. In the Application bar, click the report dropdown menu, then click Remove
to the right of report names to close them. Then click OK to confirm your action.

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.

© Copyright IBM Corp. 2003, 2018 10-12


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Package-based drill through

Sources using the GO Data Warehouse (analysis) package

Cognos Analytics Event Studio 3rd party 3rd party


report agent using URL using SDK

Target
Report

Using a drill-through definition created for the same package

Drill-through definitions © Copyright IBM Corporation 2018

Package-based drill through


Another way of defining the drill-through, is to define it for the package.
The source reports do not need to be created when you create the drill-through
definition. This lets you set up drill-through access to the target report, and then later,
report authors can create as many source reports as required.
Each package drill-through definition can have only one target. You can create multiple
drill-through definitions for a package.
In the slide example, a drill-through definition has been created for the GO Data
Warehouse (analysis) package. Users can drill through to the target report from a
variety of sources created using the same package.
You can set permissions properties for target reports to determine which users will be
able to open them when they attempt to drill through. You can also set permissions
properties for drill-through definitions to determine which users have access to these
drill-through definitions.

© Copyright IBM Corp. 2003, 2018 10-13


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Specify the values passed to target parameters

Package-based drill-through definition

Drill-through definitions © Copyright IBM Corporation 2018

Specify the values passed to target parameters


When you set up drill-through access, you must map the values that the source report
will pass to the target parameters.
If you do not specify which values to pass to target parameters, then when users drill
through they will be prompted to select values for any required target parameters.
When dealing with dimensional sources, you can also select which property of the
member you would like to pass to the target report (for example: Member Unique Name
(MUN), Member Caption, or Business Key). It is important to know which values are
common between the source report and the target report data sources.

© Copyright IBM Corp. 2003, 2018 10-14


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Steps to set up a package-based drill-through definition

1. Create the target 2. Create the drill- 3. Drill through to


report. through definition. the target report.

Create the target Select the package Create a report,


report* using the source
package
Limit the data items
Add a parameter to from which users
the target report* can drill through* Drill through to
view related data in
the target report
Save the target Select the target
report report
The target report
Hide the target appears and
Map the parameter
report* displays filtered
values passed to
data
the target report if
needed, or specify
dynamic filtering of
target*

* Optional
Drill-through definitions © Copyright IBM Corporation 2018

Steps to set up a package-based drill-through definition


Before you can set up drill-through access for a package, you must have a target report
created.
Next, create a drill-through definition that lets users navigate to the target report from
reports created using the package.
To let users drill through from a report using a package drill-through definition, you must
enable this drill behavior in the source report.
When you set up drill through for a package, the following steps are optional:
• Create the target report (may be done by a different report author)
• Add a parameter to the target report.
• Limit the data items from which users can drill through, by setting a Scope for the
drill-through definition.
• Map the parameter values passed to the target report.

© Copyright IBM Corp. 2003, 2018 10-15


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Unit 10 Drill-through definitions

Limit the items that users can drill through from


• Package drill-through definitions control where users can start drill
through in source reports.
• To do this, set a data item in the source package as the scope of the
drill-through definition.

Quantity 2004 2005 2006

Cooking Gear 2,905,120 3,501,329 4,060,635

Eyewear 4,066,410 5,180,407 6,354,258


Product type
First Aid 450,978 186,317 133,692
values
Golf Accessories 613,311 791,935 963,013

Insect Repellents 2,864,588 1,806,770 808,715

With scope set to Product type, users can drill through to


the target report from any of the fact cells in this report.

Drill-through definitions © Copyright IBM Corporation 2018

Limit the items that users can drill through from


If a target report contains one parameter, it makes sense to limit the scope of the drill-
through definition to the item that must be passed to this parameter. This ensures that
users will not be prompted to select a parameter value when they drill through.
Once you have set the scope of a drill-through definition to a particular data item, users
can drill through from a cell in source reports only if its context includes this item.
If you do not set the scope of a drill-through definition for a package, users can drill
through from any cell in any report created using the package.
It is useful to set the scope of drill-through access to limit the number of possible target
reports users see when they drill through. If you have created many drill-through
definitions for a package and you do not set the scope, users may be presented with an
overwhelming number of possible target reports when they drill through.

© Copyright IBM Corp. 2003, 2018 10-16


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Drill Through Assistant


• The Drill Through Assistant lets you see the values that are passed
from the source report to the target report.

Values
Source Target

Drill Through Assistant

Drill-through definitions © Copyright IBM Corporation 2018

Drill Through Assistant


IBM Cognos includes a debugging functionality, called the Drill Through Assistant,
which you can use to troubleshoot your drill-through definitions created in
the IBM Cognos Analytics portal. It can also help you understand how the drill-through
functionality works, especially across different types of data sources.
The Drill Through Assistant is especially useful for Report Authors and Report
Administrators. By default, no user, group, or role can use the Drill Through Assistant
until the capability is granted.
For more information about the Drill Through Assistant see the
Administration and Security guide.

© Copyright IBM Corp. 2003, 2018 10-17


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Demonstration 2
Set up and use drill-through access for a package

Drill-through definitions © Copyright IBM Corporation 2018

Demonstration 2: Set up and use drill-through access for a package

© Copyright IBM Corp. 2003, 2018 10-18


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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 .

© Copyright IBM Corp. 2003, 2018 10-19


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

3. Enter and validate the following expression:


[Retailer country] in ?country?
Hint: Drag Retailer country from the Data items tab.
Validate using any countries from the list.
4. Click OK to close the Detail filter expression dialog box.
5. Click Add again.
6. Enter and validate the following expression:
[Product line] = ?Product line?
Hint: Drag Product line from the Data items tab.
Validate using any product line from the list.
7. Click OK to close the Detail filter expression dialog box.

8. Click OK to close the Filters dialog box.


Task 3. Make prompt selections and save the report
1. On the Application bar, click Run options , then click Run HTML.
2. For Retailer country, select Australia, and for Product line, select Camping
Equipment, and then click OK.

© Copyright IBM Corp. 2003, 2018 10-20


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Unit 10 Drill-through definitions

The results appear as follows:

3. Close the rendered report tab.


4. Click the down arrow next to Save .
5. Click Save as, and then browse to Team content\B6058.
6. In the Save as box, type Total Revenue by Country and Product line.
7. Click Save.
8. In the Application bar, click Remove beside the report name to return to the
Welcome page.
Task 4. Create a drill-through definition for the
GO Data Warehouse (query) package
You will create a drill-through definition so that users can drill through to this
report from reports that are created with the same package.
1. In the side bar, click New , and then click Other .
2. In 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 Country Definition, then click Next.
It is important to create a logical name for each drill-through definition that
describes the contents of the drill-through target report. This helps you organize
drill-through definitions.
Your target report has a Product line parameter; therefore, you want to limit the
scope of this drill-through definition so that users can drill through only from cells
in source reports that have Product line as their context.
6. Click Set the scope.
7. Navigate to Sales and Marketing (query) > Sales (query) > Products.

© Copyright IBM Corp. 2003, 2018 10-21


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

8. Click Product line, and then click OK.


Now you will define the target report of the drill-through definition.
9. Click Set the target.
10. In the navigation path at the top, click Cognos, and then click Team Content,
then click B6058.
11. Select the Total Revenue by Country and Product line report, then click OK.
The results appear as follows:

12. Click Next.


The Specify the target details page appears, and displays the Product line and
Retailer country parameters from the target report, as follows:

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.

© Copyright IBM Corp. 2003, 2018 10-22


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Unit 10 Drill-through definitions

19. Click Finish.


20. Close the Drill-through Definitions tab, and return to the Welcome screen.
Task 5. Test the drill-through definition
You will test this drill-through definition by drilling through from a report created
which uses the same package.
1. Click Team content, then navigate to Samples_LG_DQ > Models.
2. Right-click Go Data Warehouse (query) then click Create report.
3. In the Templates and themes dialog, double-click the Blank template.
4. From the Data pane, expand Sales and Marketing (query) > Sales (query).
5. Ctrl-click the following data items:
• Retailers: Retailer country
• Sales fact: Revenue
6. Drag the selected items to the page body to add them to a List.

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.

© Copyright IBM Corp. 2003, 2018 10-23


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Unit 10 Drill-through definitions

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:

© Copyright IBM Corp. 2003, 2018 10-24


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Unit 10 Drill-through definitions

The drill-through definition works as expected.


6. Close the rendered report tab.
7. Keep the authoring tab open for the next demonstration.
Results:
You created a drill-through definition for the GO Data Warehouse (query)
package to let users drill through to a target report containing detailed
information about sales of each product line. To let users focus on specific
areas of interest, you set up drill-through access so that when users drill
through, they will see details for only the product line they are interested in.
Finally, you used the Drill Through Assistant and viewed the values that were
passed.

© Copyright IBM Corp. 2003, 2018 10-25


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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

Drill-through definitions © Copyright IBM Corporation 2018

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.

© Copyright IBM Corp. 2003, 2018 10-26


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

Demonstration 3
Configure and use dynamic drill-through

Drill-through definitions © Copyright IBM Corporation 2018

Demonstration 3: Configure and use dynamic drill-through

© Copyright IBM Corp. 2003, 2018 10-27


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Unit 10 Drill-through definitions

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).

© Copyright IBM Corp. 2003, 2018 10-28


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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.

9. Click Finish, then close the Drill-through Definitions tab.


Task 3. Create the source report
1. From the side bar, click Home
2. Click Team content > Samples_LG_DQ > Models.
3. Right-click the Go Data Warehouse (query) package, then click Create report.

© Copyright IBM Corp. 2003, 2018 10-29


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

4. In the Templates and themes dialog, double-click Blank.


5. From the Data \ Source tab, select the following data items:
• Employee by region: Branch region
• Employee by region: Country
• Time: Year
• Sales fact: Revenue
6. Drag the data items to the work area, this will create a List containing them.

7. From the Application bar, click Show properties.


8. Click <Branch region>, then in the Properties pane, under the DATA ITEM
section, change the Name property from Branch region to Region.
You changed the data item name so that when you use dynamic drill-through it
will match any data item called Region, either region of a branch or retailer.
9. Click <Region>, Ctrl-click <Country>, then from the Toolbar, click
Group / Ungroup .
10. Click <Region>, then from the Toolbar, click More > Headers & footers >
Create header.
11. Click the < Region> List column body still selected, press Delete.
12. Click <Revenue>, then from the Toolbar, click Summarize > Total.

© Copyright IBM Corp. 2003, 2018 10-30


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

The result appears as follows:

Task 4. Run the source report and use the drill-through


definition
1. On the Application bar, click Run options , then click Run HTML.
Now you want to see more information about retailers in the region Americas
and country Brazil, and how much revenue they generated in each product line.
2. Click 2010 that is beside Brazil.
3. In the Toolbar, click Explore , point to Related links, then click Find more
drill-through links.
4. The available drill-through definition appears in the List.
Note that the old drill-through definition created in Demonstration 2:
Set up and use drill-through access for a package is not displayed; because its
scope (Product line) does not exist in the current report.

© Copyright IBM Corp. 2003, 2018 10-31


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

5. In the Related links dialog, expand the Advanced section.

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:

7. Close the rendered report tab.

© Copyright IBM Corp. 2003, 2018 10-32


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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.

© Copyright IBM Corp. 2003, 2018 10-33


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Unit 10 Drill-through definitions

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

Drill-through definitions © Copyright IBM Corporation 2018

Unit summary

© Copyright IBM Corp. 2003, 2018 10-34


Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

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