Ibm cognos business intelligence v10 the complete guide pdf


 

Cognos BI V Realize the full This edition applies to Version of IBM Cognos Business Intelligence. .. Complete IBM Business Analytics solution. IBM Cognos Business Intelligence V Intelligence Unleashed .. Business Insight Advanced, you can complete the following tasks: For more information, see the IBM Cognos Business Insight User Guide. .. In addition to reports in PDF format, compare reports in HTML, XML, CSV, Microsoft Excel. management experts guide you on a journey that will take you . IBM Cognos. Business. Intelligence v The Complete Guide. IBM Press, The Run Report menu enables you to specify the report output type, such as PDF, Excel, and more.

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Ibm Cognos Business Intelligence V10 The Complete Guide Pdf

IBM Cognos Business Intelligence v10 - The Complete Guide - Download as PDF File .pdf), Text File .txt) or read online. IBM Cognos Business Intelligence v Description eBook (Watermarked). Pages: ; Edition: 1st; ISBN ; ISBN IBM Cognos 10 is the next generation of the. Maximize the Value of Business Intelligence with IBM Cognos v10 -- Hands-on, from Start to Finish This easy-to-use, hands-on guide brings together all the.

Its core because it is IBMs goal to bring to its clients and business partners tools and technologies that can accelerate the process of gaining greater insights from data to drive better outcomes. We at IBM have been committed to this goal for more than a century, starting with time-recording systems and punched cards to the worlds first magnetic storage systems. The tools have changed but the drive to deliver value to our clients remains, and our commitment to provide the best tools and technologies, along with the services to implement them, drives every IBM employee in the Business Analytics and Optimization group. The book is unique in that it captures techniques and leading practices to successfully implement a Cognos BI solution. It embraces the entire Cognos BI audience and integrates the knowledge required by the different roles people play in a Cognos BI implementation.

Agents can publish details to the portal, deliver alerts by , run and distribute reports based on events, and monitor the status of events. For example, a support call from a key customer or the cancellation of a large order may trigger an event, sending an to the appropriate people.

Chapter 1. Create agents to monitor your data and notify decision-makers in your organization of events as they happen, so that they can make timely and effective decisions. You create agents to perform tasks or deliver alerts when the data meets predefined thresholds. In Metric Studio, you can create and deliver a customized scorecarding environment for monitoring and analyzing metrics throughout your organization.

Users can monitor, analyze, and report on time-critical information by using scorecards based on cross-functional metrics. At a quick glance, decision makers at every level of the organization can see the status of the organization, and then react or plan.

By importing content into Microsoft Excel spreadsheet software, you can work with the data and leverage Microsoft Excel's formatting, calculation, and presentation capabilities. You can also use the formatting and charting features of Microsoft Excel. By importing content into Microsoft PowerPoint and Microsoft Word, you can include reports and charts to enhance your presentations and documents.

In Excel, you can work with and add value to existing IBM Cognos reports, apply calculations, and use your existing Microsoft Excel macros.

When you reconnect to the IBM Cognos server, you can refresh the data to obtain the latest information. Related tasks: Example - Create a Query on page 41 Use IBM Cognos Query Studio to retrieve information from a relational data source when you want to create reports that answer simple business questions.

Also use Query Studio to publish reports for audiences who do not require complex layout or formatting. In Analysis Studio, users can explore, analyze, and compare dimensional data. Analysis Studio provides access to dimensional, OLAP online analytical processing , and dimensionally modeled relational data sources.

Analyses created in Analysis Studio can be opened in Report Studio and used to build professional reports. Related tasks: Example - Create an Analysis on page 44 In IBM Cognos Analysis Studio, you can manipulate items in your data interactively so that you can identify and understand the problems and issues in your business.

You use this component to create a multi-dimensional model: a business presentation of the information in one or more different data sources that share common data.

IBM Cognos Business Intelligence v10 - The Complete Guide

You can deploy these cubes to support OLAP reporting and analysis around the globe. In IBM Cognos Framework Manager, the modeler ensures that metadata is presented in a manner that business users can understand.

Modelers import the metadata from one or more databases, and then add to the model to meet user requirements. In IBM Cognos Metric Designer, the modeler identifies the data items and calculations that form the targets and actual results for each metric. The modeler then publishes and updates packages to IBM Cognos Connection so that authors can use them to create reports, agents, and scorecards. Business users and report authors use the published packages to understand their business data.

Depending on their security permissions, they may be able to simply run and view reports or manage schedules, portal layout, and other users' permissions.

In IBM Cognos Transformer, you can leverage queries in published packages, queries from IBM Cognos BI reports, and personal data sources, such as Microsoft Excel spreadsheet software, to create a unique, focused model of your business. Transformer is IBM Cognos's industry leading OLAP modeling tool, which is designed so that business users can be self-sufficient in modeling a view of the business that suits the needs of their department or specialty.

Report Specifications When authors create a report, they are actually creating a report specification. The report specification is an XML representation of the queries and prompts that are used to retrieve data, as well as the layouts and styles that are used to present the data.

For simplicity, the report specification is called the report. Report specifications can be useful to report authors for troubleshooting. Models and Packages Because stored data is typically designed for storage and not for reporting, a data modeler uses Framework Manager to create metadata models.

Models structure, add to, and manage data in ways that make sense to business users. Models define business rules, data descriptions, data relationships, and business dimensions and hierarchies. Models can be based on the compatible query mode or the dynamic query mode. The compatible query mode supports legacy reports and is required for some data sources. The dynamic query mode provides the following benefits: v It is optimized for complex queries and larger data volumes. IBM Cognos Business Intelligence 7 14 Planning and creating a model is an important task that should be performed by a modeler or a modeling team familiar with both the database structure and the needs of the business users.

After the metadata model is defined, modelers create a package to make metadata available to report authors. Each package must contain all the information that a specific user or group of users needs to create reports.

For example, one package can contain human resources data, and another sales data. When users open an authoring studio, they must select which package to use. Each report can contain data from only one package. The queries can be created directly in Transformer using metadata from any published package.

Business specialists can also design their own model for a more focused analysis, combining metadata from different packages and even including personal data using flat files. That report can then be used to create a data source in Transformer, allowing the business specialist full control over changes to the report, and therefore the query, rather than relying on the Framework Manager administrator for changes. The PowerCube can then be published to IBM Cognos Connection just like any other package, making it available for multi-dimensional analysis and reporting.

Viewing and Organizing Content When you view and run a report, scorecard, or agent, the information that you see comes from data sources, the package, calculations, other properties added by the author, and from IBM Cognos Business Intelligence itself. You can access public content on the Public Folders tab or custom portal pages, and store and access your favorite content on the My Folders tab.

Report and Agent Views If you want to personalize an existing public report or agent, you can create a report or agent view and save the view on the My Folders tab. This allows you to save prompt values, modify the schedule, and change the output format of reports. Report Outputs When a report is run, it contains the latest data from the data source.

However, viewing the most recent data may not always meet your needs. When you want to view older data, you save and view the report output. You can produce report outputs in the following formats: v Hypertext markup language. You can also specify how many report output versions to keep. Drill-through Links A report can contain drill-through links, also known as Go To links, so that you can easily open related content.

A value in the report is linked to more detailed information in another report.

For example, a report includes sales information for each continent. When you click a continent name, a more detailed report about sales for that specific continent opens.

When you drill down, you follow a link from one layer of data to a more detailed layer within the same report. When you drill up, you access a less detailed layer. When users open a report, it automatically opens in the proper language, based on their locale settings.

You can select the language that you prefer for the user interface. If your data and reports are available in multiple languages, you can also select the language that you prefer for the content. There is also support for bidirectional languages such as Hebrew, Arabic, Urdu, and Farsi. Report authors can control the display of native digits and the direction of text, crosstabs, and charts. You use these portal pages to view frequently-used content, to group related reports and folders, and to combine IBM Cognos BI and non-ibm Cognos content within a single page.

If you have the necessary permissions, you can create public pages that other users and groups can access and even use as their own. You can assign security permissions to allow only certain users to access the pages. They can v Define connections to the organization's data sources v Define security permissions for users and groups in the organization v Specify distribution lists, contacts, and printers v Manage servers and dispatchers and fine-tune the performance of IBM Cognos BI v Pre-define links for an entire package that authors can then easily add to their reports v Customize the appearance and functionality of IBM Cognos BI For more information, see the IBM Cognos Administration and Security Guide.

For example, to edit a report using IBM Cognos Report Studio, you must have the appropriate security and licensing permissions. In addition, each entry in IBM Cognos Connection is secured to define who can read, edit, and run the entry. Developers in your organization can use the IBM Cognos Software Development Kit to create custom reports, manage deployment, and integrate security and portal functionality to suit your needs, locale, and existing software infrastructure.

The Software Development Kit uses a collection of cross-platform Web services, libraries, and programming interfaces.

[PDF] IBM Cognos Business Intelligence 10: The Official Guide Popular Online

You can choose to automate only a specific task, or you can program the entire process from modeling through to reporting, scheduling, and distribution. The Software Development Kit is available as a separate package. If you want to use this product with the IBM Cognos BI server, you must ensure that both products are the same version. You can also access published Controller data and structures in Framework Manager for custom reporting and analysis.

The cubes and models are upwards compatible and require no migration or upgrade tools. Cognos TM1 IBM Cognos TM1 integrates business planning, performance measurement and operational data to enable companies to optimize business effectiveness and customer interaction regardless of geography or structure.

Cognos TM1 provides immediate visibility into data, accountability within a collaborative process, and a consistent view of information, allowing managers to quickly stabilize operational fluctuations and take advantage of new opportunities.

IBM Cognos Business Intelligence v10: The Complete Guide by Sangeeta Gautam

During that time, data may change and new requirements appear. As the underlying data changes, authors must modify existing content and develop new content. Administrators must also update models and data sources over time. Before you begin In a working application, the technical and security infrastructure and the portal are in place, as well as processes for change management, data control, and so on. For additional information, see the IBM Cognos Solutions Implementation Methodology toolkit, which includes implementation roadmaps and supporting documents.

The following graphic provides an overview of the workflow. Figure 1. Using Cognos Business Intelligence to build applications Procedure 1. Locate and prepare data sources and models. Database connections are created in the Web administration interface, and are used for modeling, for authoring, and for running the application.

To use data for authoring and viewing, the business intelligence studios need a subset of a model of the metadata called a package. The metadata may need extensive modeling in Framework Manager. Build and publish the content. Which studio you use depends on the content, life span, and audience of the report, and whether the data is modeled dimensionally or relationally. Report Studio reports and scorecards are usually prepared for a wider audience, published to IBM Cognos Connection or another portal, and scheduled there for bursting, distribution, and so on.

You can also use Report Studio to prepare templates for self-service reporting. Deliver and view the information. You deliver content from the IBM Cognos portal or other supported portals, and view information that has been saved to portals, or delivered by other mechanisms.

You can also run reports, analyses, scorecards, and more from within the business intelligence studio in which they were created. Complete these examples in any order that you choose. For example, you can start with the Analysis Studio example without doing the previous examples.

Before you experiment with a data source of your own, we recommend that you try these examples using the sample data. The Sample Outdoors Company sells camping and sports equipment directly in retail stores across the world, and through other manufacturers. In this exercise, you will learn how to v Navigate the portal v Run a report v Navigate within a report v Drill through from one report to another v View the report in a different format You are a business analyst for the Sample Outdoors Company.

You are asked to study the percentage of returned products. Returned items reveal important information about the quality of products, especially products that are returned because they are defective or are missing parts. You will drill down to more detailed information in the pie chart, drill back up to the beginning, then drill through to another report using the data shown in your current report as a filter.

Things to notice: v The icon for a report shows the default format and default action of the report. Start your Web browser. In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: 2. Tip: The entry's icon identifies its default action.

Instead, you want to run the report in HTML format in the viewer. Under Actions, click the Run with Options icon next to the report, accept the defaults, and then click Run. The report runs and opens with the latest data about product returns.

You notice that Outdoor Protection products have the highest number of returns. You want to drill down to obtain more detailed information. Click the Outdoor Protection slice in the pie chart to drill down to more detailed information. Tip: You can also drill down by right-clicking or by clicking the legend label. At a quick glance, you notice that insect repellents have the highest number of returns. Drill down on Insect Repellents. You notice that the BugShield Lotion has the highest number of returns.

You want to drill up to go back to where you started in this report. Drill up twice to return to the high-level product returns data. To do so, right-click any area on the pie chart and click Drill Up, then repeat this step to drill up again.

From the Format list, Change the report to a different language. To do so, change the language settings in IBM Cognos Connection or in your Web browser, and then run the report again.

Because the sample data is multilingual, all data will be translated. Under Regional options, change the Product language and the Content language. To see the content language changes, you must run the report. You can schedule entries that are stored in IBM Cognos Connection, such as reports, queries, and agents, so that they run at a time that is convenient for you. In this exercise, you will learn how to v Save a report as a report view v Schedule a report so it runs daily v Use the schedule management tool to view the status of the schedule You are a business analyst for the Sample Outdoors Company.

You want to schedule the Return Quantity by Product Line Chart report because some people in your organization need the data updated daily. You schedule the report to run daily, and then check that it is properly scheduled. Things to notice: v When a report runs according to a schedule, the report output is saved, and appears in the Action column in IBM Cognos Connection.

Chapter 2. Procedure 1. You can also use any one of the IBM Cognos sample reports. Create a report view for a daily view of the report: a. Under Actions, click the Report View icon next to the report. In the Name box, remove the words Report View of from the beginning of the name, type daily at the end of the name, and click Finish. Schedule the report view to run daily: a.

Click the Schedule icon next to the entry.

Under Frequency, click the By Day tab. Accept the default time and other defaults. Enables you to collapse the detail portions of the report and display only the high-level information. Changes the existing rows in the analysis as column values and columns as rows to get another perspective of the same data. Enables you to invoke a related Cognos report for further analysis. Query Subjects are like tables in a database that contain logically related items together. Report Types You can create both relational and dimensional reports using Query Studio.

Enables you to restore the collapsed information in the report. Displays lower levels of detail in dimensional reports. Displays higher levels of detail in dimensional reports.

The sectioned column becomes the header and is removed from the list report. You may either drag and drop an entire Query Subject in to your List report or selected query items. The package type. In the Insert Data menu the metadata tree is organized in Namespaces. Enables you to remove duplicate values in the report and display them as a group. The data tree may appear as shown in Figure 5.

Namespaces are logical or functional groupings of dimensions and measures. Dimensions are logical groupings of descriptive data that aligns with a business function. Levels and members provide detailed information about the dimension. Level defines the position within the dimensional hierarchy that contains information at the same level of detail with common attributes.

Each level has its own set of items that show up as rows or columns in a crosstab report. Members contains members for the hierarchy or level. Before you build your report in Query Studio. These options are also illustrated in Figure 5. This information is derived from the underlying data source.

When working with the dimensional style. Order Method. Dimensions are further made up of levels. Dimensional Style To work with dimensional style reports. Report Types Figure 5. Listed next are objects you can use to build your Query Studio report. Hierarchy is the further grouping of data within the dimension and determines the navigation paths available for the dimension. When working with charts you can choose the chart to be Standard.

You can define Headers. Crosstab reports enable you to enhance the reports and broaden the perspective using nested rows and columns. Crosstab reports are ideal for matrix type reports where you can have data items in rows and columns and numeric value. Use the Group or Ungroup option from the toolbar. You can nest a Crosstab report by adding rows and columns or even measures.

You can also display multiple measures in the same report to provide a comparison between different key performance indicators or metrics. There are many chart types available to you for use. One report type is not better than the other. Clicking the report name or the query sign in the Actions column opens the report in Query Studio. Column and Line. Use Charts to display data graphically. Some of them are discussed later in this chapter.

Query Studio supports Column. These are best-suited for showing key information quickly. Page Up. Page Down. Steps to Create a Report The steps to create a List report are described as follows and illustrated in Figure 5. Select GO Data Warehouse query package.

These links are context-sensitive and are available depending upon where you are in the report. Takes you to the previous page Page down: Takes you to the next page Bottom: Takes you to the last page of the report NOTE: If there is more data than that can fit on a page. Takes you to the first page. You can either drag and drop items from the data tree onto the work area in certain browsers only or use the insert button to add it to the report. When you use the Insert button. For Internet Explorer users.

Group Data Group Data option enables you to group the data in report columns. In the Insert Data menu.

IBM Cognos Business Intelligence v The Complete Guide

You can group one or more columns. Run the Report To see the output of the report or to run the report in another format. Excel To group data. There are repeated rows for Product line.

You noticed that summaries were automatically generated when you added a numeric column to the report. You can also enable or disable the option Automatically Summarize Detail Values. Run the Report When you run the report. Suppressing Duplicates enabled by default. Running the report always displays current data from the database.

You can specify Orientation as Portrait default or Landscape via the radio button and enable or disable the Page scaling option via the check box. Click OK. While designing the report. Steps to Run the Report Figure 5. Click Advanced Options. Lineage and Glossary. You can access most options by right-clicking the report. Additional options are available to you from here. Change Layout Change Layout provides options that enable you to enhance the report format and layout.

This is especially useful if similar data items exist in multiple data sources used in the package or report. Notice that the Summaries are now removed from the report. Click View in PDF. It also enables you to view the filters applied by the data modeler and report author. The Lineage option is available to you only if it has been configured by your Cognos BI Administrator. Lineage is helpful if you want to trace the data item in the report to its source. You can also provide a subtitle for the report here.

Click the Undo icon in the Standard toolbar to undo the page break settings. By default any filter. Creating a section divides the data in the report by the column it is sectioned on. Page Breaks You can specify page breaks in the report to print logically or functionally related data on the same page.

Create Sections The Sections feature displays the data in sections. The sectioned column becomes the section header.. Change Layout Figure 5. Show Sorts. The sectioned column displays as the header and is no longer part of the list. Create a Crosstab Report Crosstab reports provide another perspective on the same data you see in the list report. You can use the Pivot option from the Change Layout menu or use the Pivot icon on the Standard toolbar to create a crosstab report.

Notice in the figure that nested columns provide a wider perspective to the same data. To create a section on the Product line column. All measures are nested. Click the New icon on the Standard toolbar to create a new report. The rows become columns and columns switch to rows. Product type. Click the Insert button.

Click the Swap Rows and Columns icon on the Standard toolbar. Create a Crosstab Report Figure 5. This example uses GO Data Warehouse query package. The measures remain at the intersection. To switch the values currently displayed as rows to columns and columns to rows for another perspective of the data.

The List report is now pivoted to a Crosstab report. The column you select when you choose Pivot becomes the column in the Crosstab.

Click the New option on the Standard toolbar to create a new report. Create Filters You can create filters to display data that is relevant and remove unwanted data from the report. Outdoor Protection. Uncheck Outdoor Protection.

Remove Filters You can remove any filter currently applied to the report. Click the filter link on top of the report. Create Filters 5.

Check the box for Prompt every time the report runs. Select the check box for Mountaineering Equipment. Create a Complex Filter You can create complex filters by combining two or more filters as described in the list that follows. In the Filter window. Select the GO Data Warehouse query package when prompted to select a package. To use this option the Advanced Query Studio capability must be enabled.

Click the New option to create a new report. Product Type. Click Add a filter line. All rows with quantities greater than 5. The example here also displays other options available to you. Create Filters Figure 5. Figure The report does not show the filters applied to the report anymore.

To summarize a report. The Quantity is now averaged. Insert Product line. You can also remove any Sort option currently applied to the report.

This is the default. In the Summarize window. Click New icon on the Standard toolbar to create a new report. Click the Quantity column header. You can also use this option to change how the detail values are calculated in the report. On the Insert Data menu. Sort Data Use the Sort option to display data in ascending or descending order.

You can remove any summary from the report by performing the following steps: To sort data. The Quantity is automatically summarized using the Total function. Navigate to the bottom of the page.

Steps to Create Calculations Figure 5. Create Calculations 5. Create Calculations Use calculations to add derived information to the report that is not available in the database such as Ranking the rows to display the top 5 or bottom 5 performers. In addition. In the Calculate window.

Click the Quantity column in Sales Fact. Click Insert. Click the Calculate icon on the Standard toolbar. You can then create calculation C based on calculation A and calculation B. Create Calculations Calculations cannot be edited. Select GO Data Warehouse query package when prompted to select a package. To create custom groups.

You can create complex calculations by creating multiple calculated items. Define Custom Groups Custom groups enable you to create grouping in data not already defined in the data source. In the Available values box. Golf Equipment. In the Define custom groups window. Outdoor Protection and Personal Accessories. Select the Product line column. In the New group name box. Some points to consider when choosing a chart type are as follows: To create charts. Click the Chart icon on the Standard toolbar.

For Pie charts you can choose from one of the four chart types: For each of the chart types other than Pie and Radar. Create Charts Create Charts Charts enable you to display the data graphically and highlight the trends and relationships in the data that are not clearly visible in a report.

Standard with 3-D Visual Effect. Choose the Chart and table option. Click the New icon on the Standard toolbar.

When working with charts. Query Studio provides options to display the Chart only. You can create Column. It can plot only one data series. Further customization options are available for charts depending upon the chart type selected.

You can swap the rows and columns for either the chart or the list or both default. You can define conditional styles for numeric. The chart was automatically updated.

If you have a Crosstab report. On the toolbar.

You can define thresholds that are meaningful to your business. Define Conditional Styles Conditional styles are used to highlight important information in the report. The report now contains both the Chart and List reports. This quickly highlights the ones that are not doing that well in the report. New: Enables you to create a new Query Studio report, as shown as 1 in Figure 5.

Open: Enables you to open an existing Query Studio report, as shown as 2 in Figure 5. Save: Enables you to save the report that you can use later, as shown as 3 on the Standard toolbar in Figure 5.

Save As: Enables you to save the report with a new name and reuse the work done earlier, as shown as 4 on the Standard toolbar in Figure 5. Report Definition: Enables you to troubleshoot report problems. It has two options: Report Definition: Displays the expression for each report item. Query Information: Displays the query information for each report item. Using this option you can view the XML definition of the report; it is useful when troubleshooting with Cognos Support. My Preferences: Enables you to specify the default settings for your session.

Changes you make here are valid for your session only and do not impact other users. Use this option to change the settings for the following: Default data display: Run with All Data default Preview with Limited Data Preview with No Data Query Studio High-Level Interface Default template: Apply a template Select a template Default filter dialog for value selection: Default default Pick values from a list Search for values Type in values Advanced Run-time Options: Query Options: Automatically generates footer summaries for measures Automatically summarizes detail values, suppressing duplicates Drill Options: Enables drill up and drill down in the report output Enables drill through from a package in the report output Standard Toolbar Options The Standard toolbar contains icons for frequently performed actions for easy access.

These options are also available via the Menu pane and are discussed there. Standard toolbar options are demonstrated in Figure 5. Options New shown as 1 in Figure 5. Filter: Enables you to define a filter for the report to remove unwanted data. Suppress: Enables you to suppress row with Zero values, Divide by zero, Missing values, and Overflow values from the report. Sort: Specifies sort options as ascending or descending. Calculate: Creates a calculation for one or more columns. Options available depend upon the number of rows or columns selected.

You can drill down in the report until you reach the lowest level. Drill-Up: Displays higher levels of detail in dimensional reports. You can use drill up until you reach the highest level in the report. Go To: Enables you to invoke a related Cognos report for further analysis. Group: Enables you to remove duplicate values in the report and display them as a group. Pivot: Creates a Crosstab report. Ungroup: Enables you to ungroup the column you grouped using Group.

Create Sections: Enables you to divide the report based on a column on which you create a section. The sectioned column becomes the header and is removed from the list report.

A section is created for each distinct value of the sectioned column. Swap Rows and Columns: Changes the existing rows in the analysis as column values and columns as rows to get another perspective of the same data. Collapse Group: Enables you to collapse the detail portions of the report and display only the high-level information. You can collapse only those reports that have a measure and do not have custom groups.

Expand Group: Enables you to restore the collapsed information in the report. This option is applicable to reports that have a measure and do not contain custom groups. Report Types You can create both relational and dimensional reports using Query Studio.

You should choose to create a relational report if you do not require drill-up and drill-down capability. Dimensional reports are appropriate if you need to drill up and drill down the data. The package type, relational or dimensional, is designed by the metadata modeler for you.

Relational Style Relational style reports use relational data sources. You can create List, Crosstab, and Charts using relational data. In the Insert Data menu the metadata tree is organized in Namespaces, which contain Query Subjects, as shown in Figure 5.

Query Subjects are like tables in a database that contain logically related items together. Query Subjects are made of one or more Query Items. You can compare Query Items to columns in a table. You may either drag and drop an entire Query Subject in to your List report or selected query items. Report Types Figure 5. Dimensional Style To work with dimensional style reports, you should work with dimensionally modeled relational data sources or an OLAP data source. When working with the dimensional style, the Insert Data menu shows in the data tree: dimensions and members.

Before you build your report in Query Studio, you should become familiar with the objects available to you in the dimensional model. Listed next are objects you can use to build your Query Studio report. These options are also illustrated in Figure 5. Namespaces are logical or functional groupings of dimensions and measures.

Dimensions are logical groupings of descriptive data that aligns with a business function, for example, Branch, Order Method, Products, as demonstrated in Figure 5.

Dimensions are further made up of levels, members, and hierarchy. Levels and members provide detailed information about the dimension. Hierarchy is the further grouping of data within the dimension and determines the navigation paths available for the dimension. Members contains members for the hierarchy or level. Level defines the position within the dimensional hierarchy that contains information at the same level of detail with common attributes.

Each level has its own set of items that show up as rows or columns in a crosstab report. This information is derived from the underlying data source. The data tree may appear as shown in Figure 5. One report type is not better than the other; the choice is typically guided by the preference of the report audience and purpose of the report.

List, Crosstab, and Chart Reports A List report is a good option when you want to display detailed information in a tabular format. By default, repeated information displays multiple times until you group the data on one or more repeated columns as needed for your reports.

Use the Group or Ungroup option from the toolbar.

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