Course Description
IBM Cognos Report Studio: Author Professional Reports (V10.1) is a five-day, instructor-led course combining the Report
Studio Fundamentals course and the Report Studio Advanced course.
This course is designed for professional report authors to learn report building techniques using relational data models, and ways of enhancing and customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product. The second part of this course builds on topics learned in the Fundamentals section. The Advanced section is designed to teach advanced report building techniques using relational data models, and ways of enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.
Abstract
IBM Education Advantage Program Eligibility:
Yes - Education Pack - online account
Audience
This intermediate course is intended for Professional Report Authors.
Pre-requisites
Students should have:
Knowledge of your business requirements
Experience using the Windows operating system
Experience using a Web browser
IBM Cognos BI for Consumers (10.1) WBT (recommended)
Course Outline::B5160 ::
Course Objective
Please refer to course overview.
Key topics
FUNDAMENTALS PART OF COURSE
Overview of IBM Cognos BI
Describe IBM Cognos BI and Financial Performance Management
Describe IBM Cognos BI components
Describe IBM Cognos BI architecture at a high level
Define IBM Cognos groups and roles
Explain how to extend IBM Cognos
Introduction to the Reporting Application
Examine Report Studio and its interface
Explore different report types
Create a simple, sorted, and formatted report
Explore how data items are added to queries
Create List Reports
Format, group, and sort list reports
Describe options for aggregating data
Create a multi-fact query
Create a report with repeated data
Focus Reports Using Filters
Create filters to narrow the focus of reports
Examine detail and summary filters
Determine when to apply filters on aggregate data
Course Outline::B5160 ::
Create Crosstab Reports
Format and sort crosstab reports
Convert a list to a crosstab
Create complex crosstabs using drag and drop functionality
Create crosstabs using unrelated data items
Present Data Graphically
Create charts containing peer and nested items
Add context to charts
Create and reuse custom chart palettes
Present key data in a single dashboard report
Focus Reports Using Prompts
Identify various prompt types
Use parameters and prompts to focus data
Search for prompt items
Customize prompts to facilitate users' choices
Navigate between pages
Display users' prompt selections in the report
Extend Reports Using Calculations
Create calculations based on data in the data source
Add run-time information to the reports
Create expressions using functions
Present Data Using Maps
Present data using map reports
Navigate to another level within a map
Analyze Data Using Statistical Reports
Discuss statistical report types
Examine descriptive statistics
Explore statistical charts
Course Outline::B5160 ::
Use Additional Report Building Techniques
Reuse objects within the same report
Share layout components among separate reports
Discuss report templates
Add pages to a report
Choose options to handle reports with no available data
Customize Reports with Conditional Formatting
Create multi-lingual reports
Highlight exceptional data
Show and hide data
Conditionally render objects in reports
Drill-Through From One Report to Another
Let users navigate from a specific report to a target report
Pass parameter values to filter the data in drill-through targets
Drill-through Definitions
Enable users to navigate to related data in IBM Cognos BI
Parameter-driven drill through vs. dynamic drill through
Steps to enable drill-through access for a package
Limit the items that users ca drill through from (set scope)
Set a measure as the scope
Drill Through Assistant
Enhance Report Layout
Force page breaks in reports
Modify existing report structures
Apply horizontal formatting
Specify print options for PDF reports
Combine data containers displaying data from different queries
Format data and report objects
Course Outline::B5160 ::
ADVANCED PART OF COURSE
Create Query Models
Build query models and then connect them to the report layout
Add filters and prompts to a report using the query model
Edit an SQL statement to author custom queries
Create Query Reports Based on Relationships
Create reports by merging query results
Create reports by joining queries
Combine data containers based on relationships from different queries
Create query containers containing a single data value
Distribute Reports Through Bursting
Distribute reports using bursting
Create burst keys
Identify report recipients and data items using burst tables
Distribute reports using email and IBM Cognos Connection
Create Advanced Dynamic Reports
Filter reports on session parameter values
Navigate a briefing book using a table of contents
Create dynamic headers and title that reflect report data
Let users navigate to specific locations in reports
Create a customer invoice report
Design Effective Prompts
Control report displays using prompts
Specify conditional formatting values using prompts
Create a report that formats based on prompts selection
Create a sorted and filtered report based on prompt selection
Enhance User Interaction with HTML
Create tooltips that clarify report data
Create a popup window that contains prompts
Send emails using links in a report
Course Outline::B5160 ::
Create Additional Advanced Reports
Create a report that displays summarized data before detailed data
Highlight alternate rows in a list report
Create a report using an external data file
Use single data items to summarize report information
Create a report using external data
Save reports to server file system
Examine the Report Specification
Examine the report specification structure
Save and edit reports locally
Discuss considerations for modifying a report specification
Discuss adding custom toolbox objects and custom template options
End-to-End Workshop
Various managers have requested a number of reports to answer business questions pertaining to their areas of interest
You have been provided with the requirements for each report
Introduction to Event Studio (Optional)
Examine the role of Event Studio in Performance Management
List the benefits of Event Studio
Add tasks to an agent
Run an agent
Build Agents with Event Studio (Optional)
Create agents
Use calculations and parameters in Event Studio
Add tasks (email, report, database update, agent)
Manage task execution rules
Test an event through its lifecycle
Schedule an agent
Programme scope, delivery arrangements and suitability are confirmed during enquiry.