IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.

2)

Demo 2

 Explore Data Aggregation

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 CREATE LIST REPORTS

Demo 2: Explore Data Aggregation

Purpose:
You have been asked by management to create a report that
compares how different order methods are performing for each
product line. This report should display the revenue that individual
order methods generate for each product line and the average
revenue all order methods generate for each product line. You will
create this report and examine the underlying query model at
various stages.
Portal: http://localhost:88/ibmcognos
User/Password: brettonf/Education1
Studio: Report Studio
Package: Public folders\Samples\Models\GO Data Warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a basic report and examine the query model.
1. From the toolbar, click New without saving the previous report.
2. Add the following query items to a new list template:
• Products: Product line
• Order method: Order method type
• Sales fact: Revenue

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or translated into another language without a legal license agreement from IBM Corporation.
IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

3. Point to Query Explorer, and then click Query1.

Notice the three data items in the Data Items pane. Each data item corresponds
to an item in a column in the list report.
4. In the Data Items pane, click Revenue.
In the Properties pane notice that the Aggregate Function property is set to
Total. When the query groups and summarizes data at the lowest level of detail,
the query will summarize data by calculating the total revenue generated at the
lowest level of detail. In our report, the lowest level of detail is Revenue
generated by each Order method type.
You have not yet added any aggregate revenue values for grouped data items in
report layout. Therefore, the Rollup Aggregate Function property for Revenue
is set to Automatic.
5. On the toolbar, click Run Report.
A section of the results appear as follows:

You can examine the revenue generated by each product line using each order
method.
6. Close IBM Cognos Viewer.

This material is meant for IBM Academic Initiative use only. NOT FOR RESALE
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This guide contains proprietary information which is protected by copyright. No part of this document may be photocopied, reproduced,
or translated into another language without a legal license agreement from IBM Corporation.
 CREATE LIST REPORTS

Task 2. View individual records rather than data grouped and

summarized at the lowest level of detail.
You would like to review the amount of revenue generated by each order made
using a particular Order method type for each product line. To achieve this result,
you will set the Auto Group & Summarize property for this query to No.
1. Point to Query Explorer, click Queries, and then click Query1.
2. In the Properties pane, click the Auto Group & Summarize property, and
then in the list, click No.
3. On the toolbar, click Run Report.
A section of the results appear similar to the following:

The report no longer displays a single row for the total revenue generated by all
sales of each product line using a specific order method type. Instead, it displays
individual rows containing the revenue generated by each individual sale that
used a specific order method type for each product line.
For example, a row in the report displays data for a golf equipment sale made
by telephone. This sale generated $41,958.76 in revenue.
If you wanted to display these individual records in your final report, you would
group and sort this data to make it easier to read. However, you decide you would
prefer to have this data grouped and summarized at the lowest level of detail.
4. Close IBM Cognos Viewer.
5. In the Properties pane for Query1, click the Auto Group & Summarize
property, and then in the list, click Yes.

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IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

Task 3. Group query items, add aggregate data, and observe

the results in the query.
As requested, you will now group this data by product line and add aggregate
data to display the average revenue generated by all order method types for each
product line.
1. On the Explorer bar, point to Page Explorer, and then click Page1.
2. In the list, click the <Product line> list column body, and then on the toolbar,
click Group / Ungroup.
The product line column is grouped and you can now include aggregate data at
a higher level of detail. You want to see the average revenue generated by all
order method types for each product line, and for all product lines.
3. In the list, click <Revenue> list column body.
4. On the toolbar, click Summarize, and then click Average.
You will examine how the aggregation you specified has changed the Rollup
Aggregate Function for the Revenue data item in this query.
5. On the Explorer bar, point to Query Explorer, click Query1, and then in the
Data Items pane click Average(Revenue).
In the Properties pane, notice that the Aggregation Method property for
Average Revenue is now set to Average. This is because you have specified that
revenue for grouped items in the report be aggregated to display the average
revenue generated.

This material is meant for IBM Academic Initiative use only. NOT FOR RESALE
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This guide contains proprietary information which is protected by copyright. No part of this document may be photocopied, reproduced,
or translated into another language without a legal license agreement from IBM Corporation.
 CREATE LIST REPORTS

6. On the toolbar, click Run Report.

A section of the result appears as shown below:

In this report, data is grouped by product line. Below each product line row is
an aggregate row displaying the average revenue generated by all order method
types for that product line.
You can see that for all product lines, revenue generated by the Web method far
exceeded those of other order methods.

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or translated into another language without a legal license agreement from IBM Corporation.
IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2.2)

7. Close IBM Cognos Viewer.

8. From the Run menu, click View Tabular Data .
9. Click OK in the warning message.
Notice that although you grouped the Product line data item in the report
layout, in the tabular data retrieved for the query, product line data is still
ungrouped. This option retrieves the data without any grouping or formatting.
10. Close IBM Cognos Viewer.
11. Leave Report Studio open for the next demo.
Results:
You created a list report displaying revenue generated by each
order method for each product line and the average revenue all
order methods generate for each product line. You also specified
that the query should display individual data records instead of
grouped and summarized data, and you then compared the results.

This material is meant for IBM Academic Initiative use only. NOT FOR RESALE
2-32 © 2003, 2015, IBM Corporation
This guide contains proprietary information which is protected by copyright. No part of this document may be photocopied, reproduced,
or translated into another language without a legal license agreement from IBM Corporation.