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IBM Cognos Analytics - Author Reports Essentials and Advanced

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3 Days
LAG-COG-v1
Classroom Training
LearnQuest IBM Cognos BI Authoring Professional Reports: Fundamentals
IBM Business Partner

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Course Description

Overview

This BM Cognos Analytics - Author Reports Essentials and Advanced course is designed to provide professional report authors an opportunity to learn report building techniques using relational data models. Techniques to enhance, customize, and manage professional reports will be explored. Demonstrations and exercises will illustrate and reinforce key concepts during this learning opportunity. This course also teaches Professional Report Authors about advanced report building techniques using relational data models, and ways of enhancing, customizing, and managing professional reports.

The course builds on topics presented in the Fundamentals course. Attendees will participate in interactive demonstrations and exercises that illustrate key concepts while learning how to use advanced features in the product builds on topics learned in the Fundamentals course.


 

Objectives


 

Audience

  • Report Authors

Prerequisites

    • Experience using the Windows operating system
    • Experience using a Web browser

Topics

B6058G: Unit 1 - Introduction to the Reporting Application
  • Examine Author Reports and its interface
  • Explore different report types
  • Create a simple, sorted, and formatted report
  • Explore how data items are added queries
Unit 2 - 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
Unit 3 - Focus Reports Using Filters
  • Create filters to narrow the focus of reports
  • Examine detail and summary filters
  • Determine when to apply filters on aggregated data
Unit 4 - Create Corsstab Reports
  • Format and sort crosstab reports
  • Convert a list to a crosstab
  • Create crosstabs using unrelated data items
Unit 5 - Present Data Graphically
  • Create charts containing peer and nested columns
  • Present data using different chart type options
  • Add context to charts
  • Create and reuse custom chart palettes
  • Introduction to visualization
  • Present key data in a single dashboard report
Unit 6 - Focus Reports Using Prompts
  • Identified various prompt types
  • Use parameters and prompts to focus data
  • Search for prompt types
  • Navigate between pages
Unit 7 - Extend Reports Using Calculations
  • Create expressions using functions
  • Add run-time information to the reports
  • Create expressions using functions
Unit 8 - Use Additional Report Building Techniques
  • Enhance report design with report objects
  • Reuse objects within the same report
  • Share layout components among separate reports
  • Discuss report templates
  • Choose options to handle reports with no available data
Unit 9 - Customize Conditional Formatting
  • Create multi-lingual reports
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports
  • Conditionally format one crosstab measure based on another
Unit 10 - 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
  • Navigate through multiple reports
Unit 11 - Drill Through Definitions
  • Discuss parameter-driven drill through
  • Discuss dynamic drill through
  • Setup package-based drill through definitions
  • Step scope
  • Use the Drill-Through Assistant
Unit 12 - Enhance Report Layout
  • Force page breaks in reports
  • Modify existing reports structures
  • Apply horizontal formatting
  • Specify print options for PDF reports
  • Format data and report objects
Appendix A - Overview of IBM Cognos Analytics (Shared module)
  • Describe IBM Cognos Analytics and Financial Performance Management (FPM)
  • Describe IBM Cognos Analytics components
  • Describe IBM Cognos architecture at a high level
  • Define IBM Cognos groups and roles
  • Explain how to extend IBM Cognos Analytics
B6059G: 1: Unit 1 Create query models
  • Build query models and then connect them to the report layout
  • Edit an SQL statement to author custom queries
  • Add filters and prompts to a report using the query models
2: Unit 2 Create reports based on query relationships
  • Create reports by joining queries
  • Combine data containers based on relationships from different queries
3: Unit 3 Create advanced dynamic reports
  • Filter reports on session parameter values
  • Navigate a briefing book using a table of contents
  • Create dynamic headers and titles that reflect report data
  • Create a customer invoice report
4: Unit 4 Design Effective Prompts
  • Control report displays using prompts
  • Specify conditional formatting values using prompts
  • Specify conditional rendering of objects based on prompt selection
  • Create sorted and filtered reports based on prompt selection
5: Unit 5 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 with tabbed pages. - New
6: Unit 6 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
7: Unit 7 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 the IBM Cognos Analytics portal
8: Unit 8 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
9: Unit 9 - End-to-end workshop
  • Report 1: Burst a sales report by country
  • Report 2: Create a report letting users choose top and bottom number of product types
  • Report 3: Let users choose a chart type to display with a crosstab
Appendix A - Explore the Prompt API (Optional)
  • Describe the Prompt API
  • Describe the uses of the Prompt API
  • Describe the primary objects, methods and properties used in the Prompt API
  • Review prompt values
  • Explore the enhancement of prompts in reports with the Prompt API Unit 2 - Create List Reports

Recognition

When you complete the Instructor-Led version of this course, you will be eligible to earn a Training Badge that can be displayed on your website, business cards, and social media channels to demonstrate your mastery of the skills you learned here.

Learn more about our Data Reporting Badge Program →
Report Studio Foundation IBM Digital Badge

This course is eligible for the LearnQuest IBM Cognos BI Authoring Professional Reports: Fundamentals

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