001_C8_QUERYSTUDIO

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Cognos 8 Business Intelligence (C8 BI) Query Studio What is C8 BI Query Studio? C8 BI Query Studio provides a powerful and flexible reporti ng environment for querying and viewing data from relational and multidimensional sources. New options are developed for formatting layout component and highlighting exceptional data (conditional formatting). Reports on cubes or dimensional ly modeled relational data can also be enabled for drilling up/down on each dimension al hierarchy. The improved filter t hat allows AND or OR operator and the new feature that allows the user to apply a template provide more flexibility in control and format of report data.

Transcript of 001_C8_QUERYSTUDIO

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Cognos 8 Business Intelligence (C8 BI)

Query Studio

What is C8 BI Query Studio?

C8 BI Query Studio provides a powerful and flexible reporting environment forquerying and viewing data from relational and multidimensional sources. Newoptions are developed for formatting layout component and highlightingexceptional data (conditional formatting). Reports on cubes or dimensionally

modeled relational data can also be enabled for drilling up/down on eachdimensional hierarchy. The improved filter that allows AND or OR operator andthe new feature that allows the user to apply a template provide more flexibility incontrol and format of report data.

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Connecting to C8 Query Studio

For the purposes of this workshop, during a business presentation you are askedfor numbers analyzing the American market performance using Revenue vs.Profit in 2004. Since this is unexpected you will use C8 Query Studio to quickly

create this adhoc report.

1. On the Start page, double-click the C8 Query Studio icon

2. Once the application is finished resetting, a browser will launch with thefollowing URL : http://localhost/cognos8  

3. To logon, the User ID is: Administrator, there is no password, and clickOK 

4. In the main menu bar, click the Query Studio link located at the top right-hand corner

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Creating a Query Studio Report

1. Select the Great Outdoors Company package

2. Expand the dimensional hierarchy Sales Territory/ Sales Territory under

Insert Data/ Great Outdoors Company package

3. Select the Sales territory which is highlighted in the screenshot below,and click the Insert button

4. Select the Sales territory column title, and from the toolbar, select the

Filter icon ( ) 

5. In the Filter (Pick values from a list) frame, check the checkbox for

Americas under the Show only the following selection box

6. Click OK 

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Finishing the List Report

1. In the Great Outdoors Company package in the left-hand panel, expandthe Products dimension

2. From the expanded Products dimension, select the Product line anddrag and drop it over to the right of the Sales territory on the right-hand

panel

3. Under the  dimensional hierarchy Years, expand Years, select Year andclick the Insert button to move it to the right 

4. From the expanded dimensional hierarchy Measures (you may need toscroll down), select Gross margin and click the Insert button 

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5. Select the Year column title, select the Filter icon ( ), check thecheckbox for 2004 and click OK 

• You will now see the Combine filters pane and this is where you can

specify the operator to be used for multiple filters

6. Click OK to confirm the AND operator

7. From the menu on the left, select Change Layout

8. Select the Year column title and from the left-hand menu, click on CreateSections ( )

9. Select the Sales territory column and from the left-hand menu, and clickon Group 

10. Right-click on the data value in the Summary footer, and select theSummarize link

11. Change Summary for footers from Total to Average and click OK 

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Highlight Exceptional Date

1. Select the Gross Margin column header, and from the left menu, selectDefine Conditional Styles 

2. In the New value input box, enter 0.5 and click the Insert button

3. Click the up arrow next to the inserted new value, and in the Style dropdown list next to the new value, change from Default to Excellent 

4. In the New value input box, enter 0.3 and click the Insert button

5. In the Style drop down list next to the new value, change from Default toPoor 

6. Click OK.

Your report should currently look like this:

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Drill Up and Down

Now we want to find out what products in the product line Camping Equipmentmade disappointing profit.

• In the Product line column, click on Camping Equipment 

Your report should currently look like this:

To drill up to Product line, select values of Product type column byclicking on the corner of a cell in the column and click in the top menubar

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Apply Templates

1. In the left menu, select Apply template

2. In the Apply template dialog box, click on Select a template 

3. Click on the Public Folders link at the top, click on the Query StudioTemplates folder, choose QS Template III by checking the radio button,and click OK 

4. Click OK to confirm the selection

Your report should currently look like this:

5. To close the report, from the File menu, select Close 

6. When prompted with message Are you sure you want to navigate awayfrom this page? click OK to navigate away from the page

Congratulations … you have completed this workshop!