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IBM Cognos Express Advisor Version 10.1.0: User Guide

1. Code Meaning N Document Name v View Name S Server Name B Database Name u User Name 0 Offspread f Scaling Factor Value p Page Number n Number of Pages d Short Date D Long Date t Short Time T Long Time 1 New Line For example Company 1 Demo Database will be printed as Company Demo Database When using the code 0 the following additional codes can be printed e o n only the offspread member of the n th offspread dimension is printed where n is a number e o name only the offspread member of dimension name is printed where name is the name of the dimension Procedure 1 Click Print gt Options gt Print Chapter 3 Using IBM Cognos Express Advisor 63 64 2 For each section of the Header and Footer enter the text you want to include Use the pull down menu to insert codes that generate variable data for example Document Name and Page Number Breaking Pages Based on Rows and Columns When you have stacked dimensions in the rows or in the columns you can print the table per group Procedure 1 To specify the level at which column breaks occur in the print job enter the level to use at the Print gt Options gt Print tab gt Column Breaks Level option The pull down menu lists the available levels 2 Select Level 1 to use the first dimension Level 2 for the second and so on For example if Product is your first dimension and you select Column Breaks Level 1
2. GO Americas 143 487 00 122 158 00 265 645 00 GO Asia Pacific 103 275 00 70 001 00 173 276 00 GO Central Europe 89 891 00 122 770 00 212 661 00 GO Northern Europe 59 754 00 143 058 00 202 812 00 GO Southern Europe 16 772 00 123 349 00 140 121 00 Yri e oD al x 1st Half Year 1st Half Year Q1 Q2 mia sabi miman Ea EA al aa 2 3 ial EEEE Peek ac ma a ES wila pane an The new calculation is stored when you save the view and will be available the next time you open the view Calculations are added as members of a dimension but will only appear in this view If you look at the dimension in the Select Members dialog box all calculations will be found at the end All buttons respond to the same keys on your keyboard Pressing the key will make a plus sign appear in the calculator If you move your pointer over the member you can see its calculation in the tooltip You can also view the calculation by right clicking the member and choosing Member Information Nesting operations In the calculator you can use nested operations Using brackets you can nest operations 48 IBM Cognos Express Advisor Version 10 1 0 User Guide Creating a calculation with nested operations As an example the percentage share of the combined regions northern Europe and southern Europe compared to the whole of Europe will be calculated For this calculation we need a formula that looks like this 100 G
3. Alternatively you can click Use All to use all dimensions shown in the list 4 For each dimension that you want to ignore select the dimension name then click Ignore 5 If you want to remove your selections and restore the original used ignore status for each dimension to what it was when you opened the database click Reset All 6 Click Apply to immediately apply your changes to the table Setting offspread dimensions Follow these steps to set offspread dimensions for a table Procedure 1 Right click the table then click Dimensions The Dimensions dialog box displays 2 Click the Offspread tab Chapter 3 Using IBM Cognos Express Advisor 21 22 This tab displays a list of shown and hidden offspread dimensions The shown dimensions appear at the top of the list in the order specified by the user followed by the hidden dimensions X in alphabetical order 3 For each dimension that you want to show in the Offspread area select the dimension name then click Show Alternatively you can click Show All to show all dimensions in the list 4 For each dimension that you want to hide select the dimension name then click Hide 5 To change the position of a shown dimension in the list select the dimension name then click the Up or Down arrow 6 To change the selected member for any Offspread dimension click the dimension name then click Select The Select Offspread Member dialog box appears 7 Choose
4. Forcing a refresh data To reduce network traffic and improve performance Data Entry mode does not immediately refresh calculations when you enter new values When Refresh Data in Entry Mode is on and a value of a cell is changed calculations that depend on this value are also updated You can force the calculations to update Procedure 1 Click the Options icon 2 Click the Data tab 3 Select the Refresh Data in Entry Mode check box Pasting data from the clipboard 84 Data that is copied to the clipboard from another application can be pasted to a view when in Data Entry mode You have the following possibilities e Data on the clipboard can come from the same application or another application e Clipboard data pastes starting from the data entry cursor position If the clipboard data contains more rows or columns of data it is pasted to the right or bottom of the cursor e The values on the clipboard are inserted and the selection rectangle shows the portion of the table affected IBM Cognos Express Advisor Version 10 1 0 User Guide Chapter 5 Tables After you make the preliminary selection of members and dimensions you can refine the data selection and formatting for the table Finding members within a table A member can belong to an extensive list of members The Search for or Compare with features can help locate an exact member or group of members from such a list A member search can
5. Procedure 1 Click the Calculator button on the toolbar or right click a table and choose Calculator 2 To enter a member name in the calculator click the member in the data window 3 To enter a mathematical operator in the calculator click the corresponding operator button 4 To enter a number click the appropriate number button 5 To enter a function click f x and then click the desired function in the drop down menu 6 After entering the entire calculation click to save the calculation and calculate the value Example creating a calculation for the 1st Half Year To illustrate a simple calculation consider a dimension with the members Q1 and Q2 The following steps allow you to create a calculation for 1st Half Year the sum of these members Procedure 1 Click the Calculator button on the toolbar 2 Click in the equation box on the calculator 3 Click member Q1 4 Click the button If you do not press the button or any other of the operator buttons between two members or values a plus sign is added automatically 5 Click member Q2 Chapter 3 Using IBM Cognos Express Advisor 47 6 Change the calculation name to 1st Half Year in the Name field located immediately above the calculation box on the calculator 7 Click the button to add the calculation The calculation is added to your table Anew member called 1st Half Year is added to the columns and shows the sum of Q1 and Q2 CRC
6. Procedure 1 Right click the calculated member and choose Delete 2 You will be asked to confirm the deletion of this member The calculation will be removed from the selection and also deleted from the dimension It will no longer be available If the calculation is used in other calculations these will be removed as well The confirmation will give a list of all those automatically deleted and dependent calculations 58 IBM Cognos Express Advisor Version 10 1 0 User Guide Deleting calculations that are not visible You can delete calculations that are not visible in a view A calculated member can be invisible because it is not selected in the view Procedure 1 Right click the view and choose Calculations The Calculated Members dialog box opens 2 Select the calculated member you want to delete and click Delete 3 You will be asked to confirm the deletion of this member The calculation will be removed from the selection and also deleted from the dimension It will no longer be available If the calculation is used in other calculations these will be removed as well The confirmation will give a list of all those automatically deleted and dependent calculations Printing Views There are many options for printing your views In addition to the typical print options you can preview the printing job work with headers and footers and define page breaks and a variety of other options You can set many print options
7. All members of that combination are shown with an arrow gt in between 54 IBM Cognos Express Advisor Version 10 1 0 User Guide Alternatively you can click a cell in the table The calculator will then insert all members in the table that make up the combination of this cell Managing the calculation sequence When multiple calculations have been added to a view the order in which those calculations are performed may become important It is possible that a result of a calculation influences another calculation Procedure 1 Right click in a view and select Calculations The Calculated Members dialog box appears By default the calculation order is set to the order in which the calculations are added 2 To change the order select a calculation and press the up or down arrow buttons aly 3 Click Close Viewing calculations You can view calculations in several ways The following ways are available e By moving over a calculated member e By right clicking on a calculated member and selecting Member Information The Formula field displays the calculation e If the member is not displayed on the screen or if you want an overview of all calculations use the Calculated Members dialog box Right click in a view and select Calculations The Calculated Members dialog box appears Select the calculation you want to view and select Member Info The Formula field displays the calculation Procedure Move the m
8. As displayed on screen According to Print Range Set the print range by clicking Print Range Note For an explanation about Print Range see Printing the same view for multiple members on page 66 When you have made a DynaSelect and you choose to print According to Print Range the DynaSelect will apply to all members you select For more information see Ranges with DynaSelect on page 68 IBM Cognos Express Advisor Version 10 1 0 User Guide Option Purpose Add The Add section on the Export to Microsoft Excel Workbook dialog box allows you to add the following Table of Contents Adds a table of contents to the spreadsheet Formatting The formatting of the view is transferred to the spreadsheet Offspread The selected offspread dimensions are displayed in the spreadsheet Row and Column Headers Row and column headers are displayed in the spreadsheet Options You can set the following options for the Microsoft Excel spreadsheet Dimension Names This option allows you to show or hide the dimension names from the offspread area when exporting to a Microsoft Excel spreadsheet Repeating Headers This option allows you to repeat the member names in the outer inspread dimensions When dimensions are stacked in the inspread area the names of the members in the outer dimensions are repeated in every row or column in the exported Excel spreadsheet Cop
9. IBM Cognos Express Advisor Version 10 1 0 User Guide tl Note Before using this information and the product it supports read the information in Notices on page 127 Product Information Pen document ge to IBM Cognos Express Version 10 1 0 and may also appl to subse releases To che ions o document visit the IBM Cognos Information Centers http sublibt EOE han com PETES cogic virom0 index jsp Licensed Materials Property of IBM Copyright IBM Corporation 2010 2012 US Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Contents Introduction Chapter 1 System overview System introduction Canvases Views Dimensions Members Folders System requirements IBM Cognos Express Advises dient Chapter 2 Getting started Starting the Express Advisor client Making a new view Changing connections of a view Opening more connections boo Working with views folders and canvases Setting the local views location Making a new view folder or canvas Renaming a view folder or canvas Deleting a view folder or canvas Saving a view or canvas with a different name Copying a view folder or canvas Go back to the last saved view F f Viewing properties of a view folder package o1 or canvas Chapter 3 Using IBM Cognos PARISE Advisor User interface and appearance Toolbar The
10. In the case of dimensions needed to make up the value in the table the default member is used for example if the Time dimension is ignored When hiding a dimension that dimension is not visible on screen The member selection in the hidden dimension still makes up the values in the table together with the visible dimensions Procedure 1 To ignore a dimension click the Dimensions button on the toolbar 2 Click the dimension you want to ignore and click Ignore On the Offspread tab the ignored dimension is no longer listed Chapter 5 Tables 87 3 To show or hide a dimension select the dimension and select either Show or Hide 4 Click Apply Tip The Reset button resets the selection for the dimensions and resets the visibility status Show Hide or Ignore to the status the dimensions had when the database was initially opened The order of dimensions is not reset Suppressing missing rows and columns When all values in a row or a column have the value zero you can automatically suppress these row and columns from your display Procedure 1 From the toolbar click Options 2 Click the Data tab 3 Select the option Missing below Suppress Rows Containing and or Suppress Columns Containing Removing missing values You can choose to remove cells with missing values Procedure 1 To display only the members with data right click the table and select Remove Missing Rows from Selection or Remove Missing Columns
11. lt SERVER LOCATION gt 19300 p2pd servlet dispatch b_action EVService amp ui lang de The possible parameters are ui action The ui action parameter specifies which action has to be performed with an Advisor Object Possible values e Run The ui action run parameter results in a view or package being opened When the ui action run is used an object item must be specified e Edit The ui action edit parameter results in a view or package being opened When the ui action edit is used an object item must be specified e New When the ui action new is used it is possible to specify no ui object A new view will be created ui name This parameter specifies the name that is displayed in the title bar of Express Advisor If there is no name specified the product name will be used ui object Copyright IBM Corp 2010 2012 123 124 This parameter specifies the content store location of the object to be run For Express Advisor this parameter represents the view or folder items that are stored in the Express Content Store If this parameter is not specified Express Advisor will be opened without an active view ui format This parameter specifies the output format The supported format is HTML This means that if this parameter is not specified HTML is used as format uilang This parameter specifies the language of the user interface If the specified language is not supported by Express Advisor the default languag
12. E Difference GO Central Europe GO Northern Europe GO Southern Europe EJ Difference EJ Dynamic Counted Rank 9 198 721 25 3 872 513 43 5 173 502 89 Procedure 1 Open the calculator 2 Click f x 3 Choose Dynamic Max and subtract Dynamic Min The calculation is added showing the difference between the maximum and the minimum value 5 928 388 80 4 272 592 19 7 849 304 05 7 466 610 56 3 603 667 57 10 018 627 85 9 198 721 25 3 872 813 43 5 173 502 89 3 270 332 45 668 904 32 4 845 124 96 4 In the calculator click f x 5 Choose Rank and select the calculation Difference 6 Rename this calculation to Dynamic Counted Rank The Rank is added to the member selection 5 928 388 80 4 272 592 19 7 849 304 05 7 486 610 56 3 603 657 87 10 018 627 85 9 198 721 25 3 672 813 43 5 173 502 89 3 270 332 45 668 904 32 4 845 124 96 2 00 3 00 1 00 When selecting other members these calculations will change accordingly It is possible to make this dynamic rank in one calculation The formula looks like Chapter 3 Using IBM Cognos Express Advisor 51 52 Rank Dynamic Max Dynamic Min Dynamic calculations can be moved to the offspread The calculation will remember the selected inspread members Using relative and absolute members in functions The calculator can also work with relative members as opposed to absolute members This means the calculator will include members based on their position in the row
13. Notes Space on screen to place the notes Audit Report The Audit Report on a printed page Chapter 5 Tables 93 Level 2 Level 3 Level 4 Level 5 Affects Printed Fonts The page header and footer area on printed pages Page Footer The page footer area on printed pages Page Header The page header area on printed pages Procedure 1 Right click in the table and select Formatting gt Styles 2 Select the format options that you want Tip Click Reset All to reset all style formatting options Formatting fonts You can change the font type and style The formatting options are applied to the display and to the printed view It is possible to change the text and background colors Procedure 1 Right click and select one of the following e for a level Formatting gt Levels gt Style e for a member Formatting gt Members gt Style 2 Change the Font type size or style Note The display of Auto in the entry boxes means that the setting is derived from the Style for this member A filled background in the Font Style check box means the font style is derived from the Style for this member 3 To change color click Text color and Back color Formatting members An individual member can be formatted You can also right click in the table and select Formatting gt Members Then select the members you want to format Member formatting overwrites Backg
14. The new members appear in the chart Changing the order of members in a chart You can reorder members To reorder members click a member and use the up and down arrows on the Member Select dialog box to change the position of the member relative to other members When color formats are not set from members the color remains with the order of placement If the first member is blue when you move the first member to the third position the new first member is also blue Chapter 6 Charts 113 Note You can determine the individual color of a chart member For more information see Formatting members in a chart It is not possible to change the order of members in combination with DynaSelect Procedure i In the chart click a member The Select Members dialog box appears Click the Order tab Click the member whose position you want to change and then click the up or down arrows to move the item relative to the other members Click OK Note The order of members can also be changed by moving them in the legend Click the member you want to move and drag it to its new position Formatting members in a chart You can customize the formatting options for a member The following formatting options are available Color Symbol for Line and Radar charts Fill Pattern for bar area pie and map charts Line Width for line and radar charts Symbol Size for Line Scatter and Radar charts The option Sy
15. product and use of those Web sites is at your own risk Copyright IBM Corp 2010 2012 127 128 IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you Licensees of this program who wish to have information about it for the purpose of enabling i the exchange of information between independently created programs and other programs including this one and ii the mutual use of the information which has been exchanged should contact IBM Software Group Attention Licensing 3755 Riverside Dr Ottawa ON K1V 1B7 Canada Such information may be available subject to appropriate terms and conditions including in some cases payment of a fee The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement IBM International Program License Agreement or any equivalent agreement between us Any performance data contained herein was determined in a controlled environment Therefore the results obtained in other operating environments may vary significantly Some measurements may have been made on development level systems and there is no guarantee that these measurements will be the same on generally available systems Furthermore some measurements may have been estimated through extrapolation Actual results may vary Users of this document should verify the applicabl
16. selected the Fill Handle can be dragged in only one direction 3 Release the mouse button Note e If only one cell is selected the content of that cell is copied into all the cells of the new selection rectangle e If more than one cell is selected the trend in the numbers will continue in the newly selected cells For example start with three values 100 110 and 120 you can select these values and use the Fill Handle to drag the selection rectangle so it includes all months When the Fill Handle is released the newly selected area is filled with values that follow the same trend as the initial values The values selected now run from 100 to 170 The numbers increase by 10 IBM Cognos Express Advisor Version 10 1 0 User Guide e If more values are selected and the Fill Handle is dragged while pressing Shift the old selection of values is repeated For example if three cells with values 100 110 and 120 were selected then the new selection is 100 110 120 100 110 120 and so on Transfer data from a view to a Microsoft Excel spreadsheet You can transfer data from a view to a Microsoft Excel spreadsheet You can do this in two ways By exporting to a spreadsheet By copying and pasting to a spreadsheet Microsoft Excel data is stored in Binary Interchange File Format BIFF8 also known as Microsoft Excel 8 0 Format A table in a view is copied in this Microsoft Excel 8 0 format This means that the forma
17. 90 eee Skip Groups for Ranges is selected Chapter 5 Tables 101 Year 2000 g Total company Product 1 Sa See Product 2 15 651 192 87 Product 3 10 614 461 17 Product 4 889 492 62 Product 5 25 459 244 55 Region A Product 1 19 905 209 99 Product 2 2 649 321 89 Product 3 2 352 349 03 Product 4 182 653 54 Product 5 3 070 421 21 Region B Product 1 10 667 795 20 Product 2 9 196 833 29 Product 3 1 871 587 59 Product 4 492 405 17 Product 5 8 129 013 75 Region C Product 1 16 909 208 56 i Product 2 3 805 037 69 Product 3 6 390 524 55 Product 4 214 433 1 Product 5 14 259 809 59 Removing traffic lights If you no longer need a traffic light then you can remove it Procedure 1 Right click the member and select Traffic Lights 2 On the Traffic Light dialog box click Remove Automation The retrieval and selection of data can be automated Retrieving data manually Use this option when navigating through very large outlines or when there is low network performance Under normal conditions automatic data retrieval the default setting is able to retrieve data as quickly as you can navigate through the outline However when the server or network performance causes some delays in the retrieval process switch to manual retrieval and retrieve the data at the end of the navigation process Procedure 1 From the
18. Data that is used as input for analyzing relational data A model definition forms the basis for the OLAP database and 131 contains dimensions that are created from the tables and relationships of a relational database O offspread The area that is outside a table or chart The offspread includes dimensions that are not directly part of the table or chart These dimensions are fixed to one member and specify part of the data that should be viewed P portlet A reusable component that is part of a web application that provides specific information or services to be presented in the context of a portal provider A program that gives catalog security and log functionality to Executive Viewer R R C calculation See row column calculation repository A persistent storage area for data and other application resources row column calculation A calculation that works with relative members rather than absolute members In an R C calculation the members are included based on their position in the dimension selection of rows or columns and not by name S stacked dimension One or more dimensions that are on top of a dimension in a table Dimensions can be stacked in rows as well as columns symmetric selection In stacked dimensions a selection whose members in rows or columns are the same for each group 132 IBM Cognos Express Advisor Version 10 1 0 User Guide traffic light A featu
19. Dynamic Min This function calculates the dynamic mode of the specified members This function dynamically returns the smallest value in a specified range Dynamic Max This function dynamically returns the largest value in a specified range Mathematical functions This section describes the mathematical functions available in the calculator Function Explanation Abs This function makes a value of a specified member absolute This means that negative becomes positive IBM Cognos Express Advisor Version 10 1 0 User Guide Function Explanation Power This function calculates the result of a specified member raised to a power Square Root This function returns the square root value of a specified member Root This function returns the entered root value of a specified member Log This function determines the logarithm of a specified member Adding calculations You can use the calculator in a view to create calculations that return values that are not strictly defined by your cube and dimension structures For example if a dimension includes the members Q1 and Q2 you can create a calculation that sums the values of these members to return a value for 1st Half Year Calculations that you create can be used like any other member They can be formatted moved used in other calculations or used in the offspread Calculations do not have levels
20. Express Advisor 45 46 Function Explanation Note The results of the general functions Percentage of Total Rank Rank Cumulative and Cumulative are derived from values of the Members on the opposite axis Statistical functions This section describes the statistical functions available in the calculator Statistical functions can be either static or dynamic For more information see Creating dynamic functions on page 50 Note Statistical functions are based on a population and not on a probability distribution Function Explanation Average This function calculates the average value of the specified members Median This function calculates the median of the specified members Mode This function calculates the mode of the specified members Min This function returns the smallest value in a specified range Max This function returns the largest value in a specified range Standard Deviation This function calculates the standard deviation of the specified members Statistical Variance This function calculates the statistical variance of the specified members Statistical Z This function calculates the statistical Z of the specified member Dynamic Average This function calculates the dynamic average value of specified members Dynamic Median This function calculates the dynamic median value of the specified members Dynamic Mode
21. Express Advisor checks if a time and a measures or account dimension are available If these dimensions are available the time dimension is placed on the columns and the measures or account dimension is placed on the rows The first level of children of these dimensions is selected If no time and no measures or account dimensions are available the first dimensions in the OLAP database outline order on the rows and the columns are displayed The other dimensions are placed in the offspread area The members selected in these dimensions are the default members 28 IBM Cognos Express Advisor Version 10 1 0 User Guide Depending on the database a default member can be set for a dimension Otherwise the default member is the top level member unless this member is a label In that case the first child member that is not a label will be displayed in the view Selecting individual members You can use the Select Member dialog box to select new dimension members which allows you to change or expand your view of data in the data window Select Members for Products xi Select Order TOTAL PRODUCTS gt GOLF EQUIPMENT MOUNTAINEERING EQUIPMENT OUTDOOR PROTECTION PERSONAL ACCESSORIES Lowest From Select All Expand All Find All Lowest Deselect All Collapse All Number of Selected Members 6 of 27 Cancel Procedure 1 Click a member either inspread or
22. Note When selecting a group of members shared members are selected as well Selection Option Description Select Children Selects members one level below the current member Select Descendents Selects all members without regard to level below the current member Select Lowest Selects the lowest members below the current member Select Ancestors Selects all members above the current member Select Siblings Selects members of level of the current member that share the same parent as the current member Showing member names and aliases Both OLAP server member names and alias names can be displayed in a row or column at the same time Procedure 1 Click the Options button on the toolbar 2 Click the Headers tab on the Options dialog box 3 Select either or both of the following options e Member Names and Aliases in Rows to display both member names and aliases in rows e Member Names and Aliases in Columns to display both member names and aliases in columns 4 Click OK The row and or column headers now display the member names as well as member aliases Subsets A subset is a definition of members for a specific dimension Subsets are used to narrow the number of rows and columns IBM Cognos Express Advisor Version 10 1 0 User Guide Finding subsets You can use the Find Members dialog box to locate and select members based on certain criteria Procedure 1 Click on a member to open
23. Relative Growth Percentage type spreads values to the leaves of a target consolidation cell by applying a percentage adjustment to the leaves of a source or reference cell Relative Growth Percentage increments the values in the leaves of the reference cell by a user specified percentage The resulting values are then spread to the leaves of the consolidation from which you initiated spreading This example changes the value of sales for February to that of January plus 10 The January proportions are also kept Q1 Jan Feb Mar 1 716 873 0000 441 851 0000 954 054 0000 29 343 0000 7 648 0000 3 893 0000 17 802 0000 206 746 0000 31 005 0000 42 614 0000 133 127 0000 92 668 0000 30 102 0000 62 566 0000 249 293 0000 105 527 0000 54 714 0000 89 052 0000 917 975 0000 226 207 0000 195 211 0000 496 557 0000 694 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 The result is as follows Q1 Jan Feb 1 881 941 1000 441 851 0000 486 036 1000 33 862 8000 7 648 0000 8 412 8000 198 237 5000 31 005 0000 34 105 5000 125 780 2000 30 102 0000 33 112 2000 310 658 7000 105 527 0000 116 079 7000 971 591 7000 9 226 207 0000 248 827 7000 694 0000 241 116 2000 41 362 0000 45 498 2000 Procedure 1 Enter Data Entry mode 2 Click the target consolidation cell to which you want the new values to be populated 3 Select Relative Growth Percentage from the Spreading type menu 4 Select one option from the Spreading action
24. This section describes how to drill up Chapter 6 Charts 115 Procedure 1 Right click the member on which to drill 2 From the pop up menu click Drill up Drilling down This section describes how to drill down Procedure i Right click the member on which to drill 2 From the pop up menu click Drill down To include the parent in your chart click Include Children Here instead of Drill down Note You can also Drill up and Drill down by right clicking the legend Adding a background image to a chart You can add an image that is stored in a location available to Express Advisor client as a background image to a chart Note For information about making images available to Express Advisor client see the Managing IBM Cognos Express guide Procedure LP T Right click the chart and then click Format Styles 2 Click the Background tab 3 4 Choose an Image Mode From the Image menu select an image e To display the image in its original size select Normal e To display the image in its original size and repeat it so that it fills the available space in the window select Tile e To stretch the image to fill the window size select Stretch e To stretch the image while maintaining the aspect ratio select Stretch Ratio To move the image set the Image Alignment using the Horizontal and Vertical boxes and corresponding offsets To move the chart set the Chart Margins Tip To pos
25. You can create the following calculations e General e Mathematical e Statistical General functions This section describes the general functions available in the calculator General functions can be either static or dynamic For more information see Creating dynamic functions on page 50 Function Explanation Variance This function calculates the difference between members A B This function verifies whether an expense tag was added In that case A and B are switched Variance This function calculates the difference between members in percentages A B B 100 This function verifies if an expense tag was added If this is the case the formula is B A abs B 100 Growth This function calculates the difference between members A B This function verifies whether an expense tag was added In that case A and B are switched 44 IBM Cognos Express Advisor Version 10 1 0 User Guide Function Explanation Growth This function calculates the difference between members in percentages A B abs B 100 This function does not verify if an expense tag was added Ratio This function divides members A B Round Rounds the value of a specified member which is not the same as changing the number of decimal places When changing the amount of decimals only the display code changes Using the Round function the new value is us
26. a better overview to use the option Same Origin 4 Click OK Results The chart appears with both scales Generating a chart with stacked dimensions If you have stacked dimensions you can create a chart using these stacked dimensions Two stacked dimensions can be merged into one For example if your table contains the dimensions Scenario with members Actual and Prior and a dimension Year with 3 months you can create a chart over all 6 months By merging columns the chart displays the data over two stacked dimensions with 2 times 3 months as if it were one dimension with 6 months Procedure 1 Right click the chart and select Options 2 On the Chart Options tab set the Merge Columns check box and click OK Note On the Options dialog box on the Chart Type tab you can check the option Vertical Labels Swapping the axes for a table or a chart You can swap the x axis and y axis of both the table and the chart either together or separately To swap the x axis with the y axis drag the members and drop them on the other axis Swapping the axes will change the chart from horizontal to vertical If only the chart should change and not the table use Chart Options to set the Flip Data on Axis check box Only the axes in the chart will change not the table Changing the axes for the table and chart This section describes how to change the axes for the table and the chart Procedure 1 In the Table view drag and
27. area of the data type Performance Maps help to visualize the behavior of two members of a dimension relative to members of another dimension The size of the Performance Map areas indicates the relative values of cells in the first column of the table view to the total value of the first column Chapter 6 Charts 111 CAMPING EQUIPMENT ros css OUTDOOR PROTECTION Creating a chart A chart is made from the members that are in the view of a table representation These members are selected using the table view Sort amp Select dialog box When the table has stacked dimensions in rows or in columns the chart is based on the most inner dimensions The outer dimensions are moved to the bottom of the chart pane with the selected members retained If you have multiple rows in a table the chart is based on inner rows You can use the outer rows as additional selection criteria Selecting a chart 112 When you select a chart then you need to make sure that the members in the table view are what you need to display as a chart Procedure 1 Click the Chart View icon on the tool bar 2 Select the chart type 3 To change a member selection click in the chart over the member Hint Place the cursor over the member you want to change If the member details show you can change the member selection 4 In the Select Member dialog box change the member selection Results The table changes when s
28. be used as a filter to select discrete members from a large list of members You can search for an exact member name or part of a member name A member search can be made by using a comparison table You can compare values against values that are greater or less than the search criteria Members can be set with either a property or an attribute as meta data The meta data can be used to find the members You can conduct multiple searches simultaneously For example you could first find all members whose alias name starts with New and then within that group locate all members with the named set Major_Markets by selecting one of the following buttons in the Members section of the Find Members window All e Selected e Last Found Finding members by using search You can find members by searching Procedure 1 Click a member tag in the Table View In the Select Members for dialog box click Find In the Find Members window select Search for from the drop down menu Type the word or part of the word for which you want to search Ol Go Select the first criteria of the search from the Match list e Member name e Alias name e Attributes e Levels e Subsets 6 Select the second criteria of the search from the How list e Containing e Exact match e Starting with e Ending with Copyright IBM Corp 2010 2012 85 7 Click Find Next or Find All 8 Click Keep Found to clear any members that are not part of the search c
29. be used from Procedure 1 Click the Sort Select button on the toolbar The Sort amp Select dialog box displays 2 In the Retrieve Data from section you can specify from what members the data should be used The options are e Selected Members If you select this option the selected members will only change if other criteria on the Sort amp Select dialog box are met e Entire Dimension If you select this option all members in the dimension will be selected e All Lowest Members If you select this option all lowest members in the dimension will be selected Selecting the top or bottom members percentages or values The Top Bottom section in the Sort amp Select dialog box allows you to select the members that meet one certain criteria The following criteria are available e Top or bottom members e Top or bottom percentages e Top or bottom values Procedure 1 Click the Sort Select button on the toolbar The Sort amp Select dialog box displays 2 In the Top Bottom section you can specify the following options from the drop down menu in combination with the value field e Top n Members This option allows you to specify a number of members with the highest values N in the drop down menus is the variable that represents the number of members Bottom n Members This option allows you to specify a number of members with the lowest values N in the drop down menus is the variable that represents the num
30. configurations emphasize different things Chart Type Icon ui we Copyright IBM Corp 2010 2012 105 Chart Type Icon ie char A he ubble char s ball catter char Ps call ge char ge t WN 7 ESE ATA ELE BT fs a g 21 jaj fe 2 A p S 3 v Le 2 t B B erformance map Bar chart Bar charts are useful to show the relative performance of different data series between categories or to show trends over time Bar charts can be either vertical or horizontal The vertical bar chart can be called a column chart The example shows the relative performance of eight sales outlets over four quarters 106 IBM Cognos Express Advisor Version 10 1 0 User Guide 1 500 000 0000 E E E AEE E E E Le SUT O LETS YE SLES E E E EE E E LAG EE E 6 Lesa E E OLEATE ICS 6 0 Lee ie enielie ie AA a EEEE EEEE E 500 000 0000 0 0000 Line chart Line charts show the trend between different data series over a period of time The example shows the sales trend for three different sales outlets over one year 1 000 000 0000 800 000 0000 600 000 0000 400 000 0000 200 000 0000 0 0000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Area chart Area charts are useful for emphasizing the magnitude of change over time The area chart is based on the line graph The example shows the relative sales volume for three d
31. directly from the Print dialog box You can also specify many aspects of printing using the Print tab on the Options menu You can get to the Print tab by using the Options button on the Print dialog box or using the Options icon on the toolbar Using the Print dialog box This section explains how to print a view Procedure 1 Open the view 2 From the toolbar click the print icon 7 The Print dialog box displays Chapter 3 Using IBM Cognos Express Advisor 59 ML Printer settings Printer Adobe PDF on My Documents _pdf Print Landscape Print range Views This View 7 e Member Range as displayed on screen Print Range Add Options M Front Page V Headers and Footers aa M Table of Contents Save as PDF Document Title Great Outdoors E mail as PDF Page preview Preview Close On the Print dialog box you can set the following details about your print job e Printer Settings To change the default printer setting for the selected printer click Change The standard print setup menu displays where you can set any of the usual printer options such as paper size paper source and other properties of the selected printer e Margins To change the margins for the print job click Margins The Paper Margins dialog box displays where you can set the margins or click Default to return to the default margins of 05 inches e Orientation The default orientation is portrait To cha
32. drop members from one axis to the other 118 IBM Cognos Express Advisor Version 10 1 0 User Guide The x axes and y axes have changed position The data on the axes can also be flipped 2 To exchange data on an axis with the legend in the Chart view drag the members from the axis to the legend The table and chart are now changed Changing the axes for the chart only This section describes how to change the axes for the chart Procedure 1 To swap only the chart and not the table right click the chart 2 Click Options and then click the Chart Options tab 3 Set the Flip Data on Axis check box and click OK The selected axes are exchanged Maps One of the most important features of Maps is that a map can be associated with members in your database Your data can overlay either a geographical map or a physical structure An office an aeroplane or a ship are examples of structures The association of a database to a map is done during the installation process in a mapping file Associating data to a map Maps are installed during the setup process To link a table to a map do these steps Procedure 1 Select the members you want to display as a map For example in the rows select market cities and in the columns select the dimension that contains the data such as products that you want to analyze 2 Click the Chart button and then click Map To deselect members from the map right click an item and click
33. entry failed The highlighted cell has been set with the Hold Leaves command A change to the value of the higher consolidation cell has no effect of the value of the held cell Q1 Jan 1 716 873 0000 441 851 0000 320 29 343 0000 7 648 0000 3 893 0000 206 746 0000 31 005 0000 42 614 0000 92 668 0000 30 102 0000 249 293 0000 105 527 0000 54 714 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 The result is as follows Q1 Jan Feb Mar 2 000 000 0000 531 470 2421 320 968 0000 1 147 561 7579 34 504 9431 9 199 2197 3 893 0000 240 036 3749 37 293 6462 42 614 0000 111 463 5576 36 207 4935 288 758 8437 126 930 7079 54 714 0000 1 064 570 9381 272 087 8510 195 211 0000 834 7618 259 830 5808 49 751 3238 24 536 0000 Chapter 4 Data entry 83 Releasing a hold on a cell After protection has been placed on a cell you can release it from protection Procedure 1 Right click the cell with the hold on it 2 Select the level of release you want to use e Release Hold to remove the hold from the current cell only e Release Leaf Holds to release the holds on the leaf level cells in the View e Release All Holds to release all holds in the View regardless of their levels A confirmation displays to verify that you really want to release all the holds in this view 3 The color of the cell changes to indicate that the value in the cell may now be changed as a result of spreading
34. follows Q1 Jan Feb Mar 1 895 905 0000 441 851 0000 500 000 0000 954 054 0000 34 104 5012 7 648 0000 8 654 5012 17 802 0000 199 217 3568 31 005 0000 35 085 3568 133 127 0000 126 731 5192 30 102 0000 34 063 5192 313 993 6896 105 527 0000 119 414 6896 978 740 5622 226 207 0000 255 976 5622 694 0000 242 423 3710 41 362 0000 46 805 3710 Procedure 1 Enter Data Entry mode 2 Click the target consolidation cell to which you want the new values to be populated 3 Select Relative Proportional Spread from the Spreading type menu 4 Select Replace from the Spreading action menu 5 Select Months from the How to Spread menu Note Tip Place the cursor over the header bar of the member you want to change The name of the member type shows 6 Select Displace The Select Data Entry Displacement Member selection box shows 7 Select January from the Select Data Entry Displacement Member selection box to use for the initial values 8 Press OK or click outside the cell 9 Type the value 500000 in the target consolidation cell The value of the target consolidation cell is updated along with the values of the leaves 10 Select Stop Data Entry Mode to exit data entry mode Chapter 4 Data entry 81 Using Relative Growth Percentage The value of a target consolidation cell and the its leaves can be changed by a percentage value in relation to the value of a source consolidation cell and the leaves of that cell The
35. for copy and paste A scaling factor specifies how you want a value to change after a paste For example if the OLAP value is 678 and a scaling factor of 0 01 is applied the displayed value is 6 78 A scaling factor is set in the Member Formatting menu or in the Options gt Number menu For more information see Formatting scaling factor on page 95 The scaling factor is applied when you copy and paste a value in Data Entry mode The scaling factor is also applied if the cell in which the value gets pasted has a scaling factor format When copying and pasting in Microsoft Excel the value 6 78 is pasted independently of the format used for example Microsoft Excel 8 0 Format BIFF8 SYLK Unicode Text Use Edit gt Paste Special in Microsoft Excel to display the different format contents of the clipboard Using drag and drop to copy and paste The Fill Handle is a small square at the bottom of the selection rectangle If you hover over the Fill Handle the cursor changes into a cross When you drag across a selection using the Fill Handle you can either copy or extend the numbers using the selection rectangle Procedure 1 Select a cell or range of cells 2 Select the Fill Handle and drag the Fill Handle in one direction The selection rectangle expands while you drag Note When one cell is selected the Fill Handle can be dragged horizontally and vertically to fill an entire selection at once When multiple cells are
36. from Selection 2 The missing rows or columns are removed from the selection When using the options Remove Missing Rows from Selection or Remove Missing Columns from Selection the members you originally selected are changed and members with missing values are forgotten Suppressing no access rows and columns When you do not have access to certain members you can automatically suppress these members from your display When this option is enabled columns and or rows with no access will always be suppressed automatically The originally selected members are retained In some cases enabling this option can decrease performance In the case of stacked dimensions this option can result in an asymmetric view Procedure 1 From the toolbar click Options 2 Click the Data tab 3 Select the option No Access below Suppress Rows Containing and Suppress Columns Containing Suppressing rows and columns with zero values When all values in a row or a column have the value zero you can automatically suppress these rows or columns from your display 88 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure 1 From the toolbar click Options 2 Click the Data tab 3 Select the option Zero below Suppress Rows Containing and Suppress Columns Containing Including zero values This feature is used to display a list of members that have zero values in the database For example it can be used in your search to include cu
37. from the right hand side of the toolbar 3 Select Advisor Making a new view You can make new view Procedure 1 Click the Views button on the toolbar tab 2 Select the location for the new view Local Views My Folders or Public Folders Click New Select View Type the name of the new view Click Open If you have selected Local Views for the view you must type the server name in the Server field in the Connection Information dialog box NDIY In the Connection Information dialog box click the pa button In the Choose Package dialog box select a package and click OK o w 10 In the Connection Information dialog box select a Database Copyright IBM Corp 2010 2012 5 If there is more than one cube in the package select the cube you want 11 Click OK 12 In the Credentials window enter your IBM Cognos security credentials to access the server and click OK Note Local Views will not be available when you use Express Advisor on Microsoft Windows Vista with Microsoft Internet Explorer 7 running in protected mode Changing connections of a view After you have made a new view you can change the connection to a package and a valid cube for the view Procedure 1 Click the Views button on the toolbar tab 2 Select a view or folder and click Open View If you click Open View when a folder is selected all views in the folder are opened 3 Select a Package from the Database list on the Connectio
38. have enabled hover drill buttons move over an inspread member and click an up arrow to drill up or a down arrow to drill down If you have enabled permanent drill buttons just click a visible arrow on an inspread member The following right click options are also available when easy drilling is enabled e If you right click a hover drill down button the member and the children of a member are included e If you right click a hover drill up button the children of a member disappear e If you right click a hover drill up button on a member with no children the parent member is selected e When right clicking on a level 0 member the member and its siblings will disappear Member information The Member Information dialog box displays the properties or attributes of the member formula from both the database and the view a comment and additional information about the member Additional information can include e Level names e Consolidation types e Original member name IBM Cognos Express Advisor Version 10 1 0 User Guide e Share information e Expense tags e Time Balance information e Number of children and descendants Showing member information You can show information for each member Procedure Right click a member name then click Member Information on the shortcut menu The Member Information dialog box displays showing detailed member information Alternatively you can move the pointer over a member n
39. names The asymmetric selection is displayed Creating an symmetric selection If you want the selection to be asymmetric no group should be selected 24 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure 1 Click the asymmetric group The Select Members dialog box is displayed Only the asymmetric group is selected Click the asymmetric group In the Select Members dialog box the members for the original symmetric selection are selected If you now change the member selection a symmetric selection for all combinations will be made Changing the order of members in an asymmetric selection If you want members in an asymmetric selection to be in a different order than the symmetric selection you can change their order Procedure il Press and hold the Alt key and click the member you want to move in the asymmetric selection Drag the member to the place where you want it to go The following options are available e Move the member between two other members For moving the member your mouse cursor should look like this Ej e Replace the member with another member You have to press both the Alt and the Shift key while dragging the member For replacing the member your mouse cursor should look like this Ep Drill through Drill through allows you to drill through to the relational data sources which are used to populate the multidimensional database Setting drill through options Follow th
40. of intermediate values culminating in a final value An invisible column keeps the increases and decreases linked to the heights of the values of previous columns The example shows how the sales value differs according to the outlet type 300 000 0000 200 000 0000 100 000 0000 0 0000 Golf Shop Warehouse Store Sports Store Department Store Outdoors Shop Products CAMPING EQUIPMENT Months Jan gt Dial chart A dial chart shows one or more values as needles on a circular scale Dial charts are especially suitable for creating visually appealing dashboards 110 IBM Cognos Express Advisor Version 10 1 0 User Guide E Product 1 E Product 2 x Un x UO Q1 Q2 Maps Maps show statistical information over a topological or geographical representation of an area w H S sia B amp Bl amp Undo Redo Calculator Sort Select Views Save Connect Print Both Map Dimensions Products TOTAL PRODUCTS Channels ALL CHANNELS Versions Budget ersion 1 Sales Ple ifa Bar Chart 1 2 Q Q A Line Chart TOTAL COMPANY 10 102 428 00 17 324 582 00 ig Area Chart GO AMERICAS REGION 2 371 521 00 2 512 896 00 GO ASIA PACIFIC REGION 3 113 056 00 3 947 855 00 amp Pie Chart GO EUROPE GMBH 4 617 851 00 10 863 831 00 Radar Chart Bubble Chart Li e Range Chart Performance Map Dial Indicator Performance map In performance maps the data is shown by the
41. right click and select one of the following e for a level Formatting gt Styles e for a member Formatting gt Styles 2 Change the number of decimals in the Decimals entry field Note You can also type a negative value The values in the cell will be rounded off before the comma Formatting scaling factor To improve readability a value can be displayed with a scaling factor For example to display the actual values in units of 1 000 set the scaling factor to 0 001 Values in the database are not changed by the scaling factor The scaling factor only controls the way values are displayed You can also set a scaling factor for each member from the Member Format dialog box Procedure 1 Select Options 2 Enter the scaling factor value Chapter 5 Tables 95 Forcing read only When a cell is read only the cell will be grayed out and cannot be edited when starting data entry The OLAP database security determines if a cell is protected from editing It is also possible to make a member Read Only using formatting Procedure 1 Select one of the following e For a style Formatting gt Styles e For a Level Levels e For a member Formatting gt Members 2 Select Force Read Only Note A filled background in the check box means the Force Read Only style is derived from the style for this member Formatting cell alignment You can change the cell alignment with formatting options Procedure 1 Select one of
42. the inspread area When dragging a dimension to the inspread area the previous member selection in that dimension displays You can move dimensions without losing member selections When you drag a dimension from one location in a view and drop it directly on top of another dimension the two dimensions switch positions in the view You can also drag and drop dimensions in a chart Procedure 1 Click the dimension that you want to move 2 Drag and drop the dimension to a different location in the view The swap icon CJ appears next to your mouse pointer Stacking dimensions In a view you can display multiple dimensions on either the rows or columns This is called stacking dimensions Stacking dimensions allows you to see greater detail in a view as each stacked dimension can display multiple members Note For asymmetric selections see the section Asymmetric selection on page Stacking dimensions Follow these steps to stack multiple dimensions in a view Procedure 1 Click the dimension that you want to stack 2 As you move your pointer over the current dimension the mouse cursor changes and a line appears showing where the dimension will be inserted You can move the cursor until the line appears in the desired position 3 Release the mouse button to drop and stack the dimension Renaming dimensions If you want to change the display name of a dimension you can rename it You can change only the display name
43. the Select Members dialog box gt Find 2 In the Find Members dialog box click Subsets If subsets are available for a dimension the Subsets option is enabled 3 Click the pull down menu and select the subset you want to search gt Click Find to locate the first member in the selected subset 5 Click Find again to locate the next member in the selected subset You can also click Find All to find all members in the subset at once Note Only subsets that contain members from a single dimension are searched for Drill up and down Members can consist of parents children ancestors or siblings In order to analyze the data in a view you can choose to display less or more members of the inspread members This is called drill up or drill down In a view you can use the Easy Drilling arrows to drill up and down on members This increases the speed of changing the displayed members Drilling down Drill down on a member to display the children of an inspread member Procedure 1 Right click the inspread member 2 Click Drill Down Drilling up Drill up on a member to display the parent of an inspread member Procedure 1 Right click the inspread member 2 Click Drill Up Easy drilling Easy drilling allows you to drill up or drill down on an inspread member with a single mouse click Enabling easy drilling In order to use easy drilling you have to enable it in the Options dialog box Procedure 1 Open the Option
44. the calculation and click Open The calculation will now appear in the calculator and can be changed 3 When you are ready with your changes to the calculation you can e Activate the changes by clicking the button e Clear the calculation by clicking the C button e Close the calculator by clicking the X button Note You can also change the calculations using your keyboard All buttons of the calculator will respond to the corresponding keys on your keyboard including the Backspace key Using multiple arguments in the Rank function The Rank function in the calculator allows you to assign an order within a specified member It is possible to use multiple arguments in the Rank function This allows you to rank multiple members at once in the order that they are specified Example one argument in the Rank calculation This example shows how to use one argument in the Rank calculation The screenshot shows one ranked member Quantity IBM Cognos Express Advisor Version 10 1 0 User Guide Quantity Rank 1 is calculated from the cell values of member Quantity and the shown camping gear Because the value 20 appears three times rank 1 is applied three times The value 10 appears two times and is therefore applied two times starting at rank 4 Example multiple arguments in the Rank calculation This example shows how to use two arguments in the Rank calculation The screenshot shows the situation where two membe
45. the member you want then click OK to set the member and close the Select Offspread Member dialog box 8 If you want to discard your selections and restore the original show hide status for each dimension to what it was when you opened the database click Reset All Note Reset All does not reset the order of dimensions 9 Click Apply to immediately apply your changes to the table Undoing previous actions You can undo and redo multiple actions in a view You should be aware of the following limitations when using the Undo and Redo features e The Undo and Redo buttons do not apply to changes made in a dialog box such as creating a calculation or changing options on the Options dialog e Undo and Redo operations are lost when reconnecting to a different database To undo or redo more steps in one action use the pull down arrows next to the Undo and Redo buttons A list of the last ten actions is shown By clicking the appropriate action you undo or redo multiple actions Procedure 1 To undo the most recent action click Undo 2 To reapply an undone action click Redo 3 To undo or redo multiple actions click the pull down arrow next to either the Undo or Redo button then click the desired action All actions that appear above the selected action will also be undone redone Asymmetric selection When dimensions have been stacked it is possible to make an asymmetric selection See Stacking dimension
46. to manually select the options 7 Click OK Results The chart displays with the options you set for label orientation and scaling Setting the origin of a chart to zero For a line dial radar or bubble chart you can set the origin of the scale to zero Note When setting the primary scale to Zero Origin and the secondary scale to Same as Primary the secondary scale will have a zero origin as well Procedure 1 Right click a table or chart and click Options 2 On the Chart Type tab set the Scale Type to Zero Origin Generating a chart with two scales If you need to plot two members with different scales such as absolute figures and a percentage a chart with two scales two y axes can be created Chapter 6 Charts 117 Procedure 1 To enable the second scale right click the chart and select Options 2 On the Chart Type tab under Secondary Chart set the Enable check box The settings of the second scale as well as the settings for the primary chart can be adjusted Tip If you use the pull down list with the second scale you can also choose to make the second scale identical to the primary scale or for both scales to have the same origin 3 When you have a second scale and you want more members beyond the last member on the second scale adjust the Last rows used option on the Chart Type tab Tip When the values of the second scale are very different from the values of the primary scale it might give
47. to the same data source You can specify synchronization between panels after changes in the offspread the inspread or in both You can select the panels that synchronize with each other by specifying a channel The default channel is called Default If you have more than two panels and you want to prevent the synchronization from always using the same channel then you must specify another channel Procedure 1 Ina panel click the Show all open Views arrow button and then click Panel Options 2 On the Selections tab select the trigger to synchronize e Synchronize Offspread Selections e Synchronize Inspread Selections 3 In the Using Channel box specify the channel for the communication between the panels Note You must specify the same synchronization options in all panels that you want to synchronize Chapter 3 Using IBM Cognos Express Advisor 17 18 Display options You can change the look and feel of both the canvas and the panels For example e You can specify whether you want the offspread or tab bar to display in the panels e You can specify that the panels inherit the display options e You can specify the color of the background or a background image for the canvas Display Components Use this option to select or clear the respective display component The following components are available e Offspread e Table Row Headers Column Headers Splitters Data Entry Panel e
48. upper value limits that you want to use 4 Select how to display the traffic light You can choose any combination of the following options e Text Color e Back Color e Symbols You can use the available color and symbol templates or set your own combinations The next example shows a traffic light with colored text and symbols Year 2000 f Region A Product 1 19 905 209 99 Product 2 2 649 321 89 gt Product 3 2 352 349 03 E Product 4 182 653 54 Product 5 3 070 421 21 Setting data bars When you apply a traffic light to a member you can enable Data Bars Data Bars are shown in each cell of the member The length of the data bar represents the value of that cell relative to the minimum and to the maximum value within the cells Procedure 1 Set the traffic light according to the procedure Setting traffic lights for 2 On the Options tab select Enable Data Bars 3 You can specify the color of the data bars with the Use Custom Color menu Chapter 5 Tables 99 100 Swapping members that contain traffic lights You can set traffic lights for offspread members just as you do for inspread members Traffic lights that are set for offspread members apply to the entire table Procedure 1 Swap a member that has the traffic light condition with an offspread member 2 If you do not want the traffic light condition for offspread members to apply to the entire table then
49. which you want to apply a proportional spread Enter the value to spread for example 1000 in the cell Press Enter or click outside the cell The 1000 value is spread to the selected cells in proportion to the original values Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code P1000 Using Repeat The Repeat option copies the value you type and pastes it to all the selected cells The values in the leaves of consolidation cells are changed in proportion to their initial value This example replaces the highlighted cells with a value of 1000 The value is also spread proportionally across the leaves of each cell Chapter 4 Data entry 75 Q1 Jan Feb Mar 1 716 873 0000 441 851 0000 320 968 0000 954 054 0000 29 343 0000 7 648 0000 3 893 0000 17 802 0000 31 005 0000 42 614 0000 133 127 0000 30 102 0000 62 566 0000 105 527 0000 54 714 0000 89 052 0000 917 975 0000 226 207 0000 195 211 0000 496 557 0000 694 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 The result is as follows Q1 Jan Feb Mar 1 171 166 0000 276 115 1088 224 065 5943 670 985 2969 29 343 0000 7 648 0000 3 893 0000 17 802 0000 1 000 0000 149 9666 1 000 0000 324 8371 1 000 0000 423 3051 219 4767 917 975 0000 226 207 0000 195 211 0000 496 557 0000 694 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 Procedure 1 Enter Data Entry mode 2 Select Repea
50. 000 000 Inspread members The inspread members are the members that show directly in the visible table For example if the members for time and product show the inspread members can be month plotted against product type Offspread members The offspread members are those members to be evaluated If month and product type show directly in the table as inspread members the offspread member can be a location For example if Germany is the offspread member the table will show time against product sales for the member Germany If the offspread member is changed to Italy the table shows time against product sales for Italy Levels The members of a dimension are organized according to level The most discrete member is at level 0 The example illustration shows tea and coffee sales rice and pasta sales and breakfast cereal sales at level 0 It shows total dry goods sales and total fruit and vegetable sales at level 1 and total sales at level 2 IBM Cognos Express Advisor Version 10 1 0 User Guide Total sales Total dry goods sales Tea and coffee sales Rice and pasta sales Breakfast cereals sales Total fruit and vegetable I Fruit sales Vegetable sales Level 2 Level 1 Level 0 Level 0 Level 0 Level 1 Level 0 Level 0 Alias tables The Advisor server can use unique member names for the members of an OLAP database The member nam
51. 41 41 43 44 44 44 46 46 47 48 250 sol 52 199 200 s99 als 56 06 58 59 e109 59 61 62 66 68 68 68 69 69 69 Payal 71 Peay 72 83 84 84 84 85 Finding members within a table Finding members by using search Finding members by using compare with Finding members by using attributes or properties Finding members by using multiple search Sorting dimensions Missing data Ignoring dimensions Suppressing missing rows and columns Removing missing values Suppressing no access rows and columns Suppressing rows and columns with zero values Including zero values Table formatting Disabling format options Formatting header options Formatting header width and height Formatting backgrounds Formatting styles Formatting fonts Formatting members Formatting a cell Formatting prefix and display odes F Formatting decimal numbers Formatting scaling factor Forcing read only Formatting cell alignment Formatting column and row size Displaying names Quick formatting of rows Formatting borders and lines Formatting precedence Formatting white space Formatting number separators Formatting numbers Traffic lights Setting traffic lights Tor members Setting data bars Swapping members that contain traffic lighis Changing traffic light settings Setting traffic light options Removing traffic lights Automation Retr
52. 75 0000 226 207 0000 195 211 0000 496 557 0000 694 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 The result is as follows Q1 Jan Feb Mar 1 357 166 0000 338 217 0000 286 640 0000 732 309 0000 29 343 0000 7 648 0000 3 893 0000 17 802 0000 63 000 0000 21 000 0000 21 000 0000 21 000 0000 63 000 0000 21 000 0000 21 000 0000 21 000 0000 63 000 0000 21 000 0000 21 000 0000 21 000 0000 917 975 0000 226 207 0000 195 211 0000 496 557 0000 694 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 Procedure 1 Enter Data Entry mode 2 Select Repeat Leaves from the Spreading type menu 3 Select Replace from the Spreading action menu 4 To enter the value to all leaves of a consolidation cell select the All Leaves option from the Spreading Action menu To enter the value to only those leaves that originally contained a value leave All Leaves deselected 5 Select the consolidation cell or range of consolidation cells to which you want to repeat the same value 6 Enter the value to repeat for example 1000 in the cell 7 Press Enter or click outside the cell The value 1000 is written to all leaves in the offspread of the selected cells 8 Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code LR 1000 Using Straight Line The Straight Line option populates selected cells by linear interpolation between a start value and an end value Chapter 4 Data en
53. Chart Bar e Drill Through Bar e Notes e Tab Bar Border Use this option to specify the size and style of the border panel The following border options are available e Padding e Adornment Background Use the background options to specify the background color or an image for the canvas The following background options are available e Color e Image e Image Mode Image Alignment Use the image alignment options to set the position of the image The following image alignment options are available e Horizontal e Vertical e Offset IBM Cognos Express Advisor Version 10 1 0 User Guide Setting the display options for the canvas The display options that you set for the canvas is applied to all panels on the canvas Except for the image and background color because these only apply to the canvas You can change the display options of each panel individually Procedure 1 On the toolbar click the Views arrow button I and then click Canvas Options 2 On the Display tab set the display options for the canvas Setting the display options for the panels The display options that you set for the canvas are applied to all panels on the canvas You can change the display options of each panel individually Procedure 1 Ina panel click the Show all open Views arrow button 3 7 and then click Panel Options 2 On the Display tab set the display options for the panel Adding a background image to a canvas You can ad
54. Deselect Results A map is now shown focused on the members that were selected in rows of the table The column members are shown as a pie chart Placing a chart on a map A map can display data either as a label a chart Pie or Bar or as a Traffic Light condition Procedure 1 Click the Options button 2 To display data as a chart select the overlay type from the Options dialog box Chart Type tab When initially viewing a Map the data is displayed as a Pie chart Chapter 6 Charts 119 3 Click the Options button in the tool bar or right click the map and click Options 4 On the Chart Type tab select Bar Chart as the overlay You can also control additional settings for the chart such as Display Total 3D Look Legend and Outlined 5 Set other chart options and click OK Results Every shape that has a corresponding member in the table now shows a bar chart with the data in the columns displayed as Bar charts Tip When choosing None as the overlay type on the Chart Type tab of the Options dialog box the data will be displayed as a label when you check the option Display Total Viewing traffic light conditions on a map Traffic Light conditions in a table can be viewed in a map The shapes in the map are colored either using the text color or the background color of the Traffic Light condition Procedure 1 In the Options dialog box select the Chart Type tab and set Traffic Light as the overlay typ
55. Europe i GO Central Europe GO Southern Europe Mayo Bubble chart Bubble charts like scatter charts use data points and bubbles to plot measures along a scale The size of the bubble represents a third measure The example shows the relative sales of three outlets over four quarters The X axis represents one outlet the Y axis a second and the size of the bubble represent the third The symbols in a bubble chart can be changed for more information see Formatting members in a chart on page 114 1 600 000 0000 1 400 000 0000 1 200 000 0000 1 000 000 0000 800 000 0000 600 000 0000 0 0000 50 000 0000 100 000 0000 150 000 0000 200 000 0000 Chapter 6 Charts 109 Scatter chart In a scatter chart the data is displayed as a collection of points each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis In the example the sales of two different products are compared for each month The Y axis represent one product and X axis the other Each dot represent a store outlet for a particular month The symbols in a scatter chart can be changed for more information see Formatting members in a chart on page 114 15 000 0000 10 000 0000 5 000 0000 0 0000 0 0000 50 000 0000 100 000 0000 150 000 0000 Range chart A range chart shows how an initial value increases by a series
56. Note e R C calculations are able to deal with positions beyond the number of selected members The positions beyond the number of selected members for that dimension will be taken as missing values e If you have created an invalid calculation because the calculation includes itself the calculation displays error e R C calculations can be moved to the offspread The calculation will remember the selected inspread members Creating cross dimensional calculations Calculations can also use member combinations rather than single members This allows cross dimensional calculations to be made Chapter 3 Using IBM Cognos Express Advisor 53 An example of such a calculation is a percentage of total market calculation Here you need to divide a certain member by a member for Market Procedure 1 In the calculator click f x 2 Select the Ratio function 3 Click the member GROSS SALES REVENUE 4 Click the member GROSS SALES REVENUE again 5 Click the member GO EUROPE GMBH 6 Change the name to of market 7 Click The calculation should look like this of market Ratio 2 GROSS SALES REVENUE GROSS SALES REVENUE gt GO EUROPE GMBH Results The result will be a column or row with the percentages compared to the total market Following the steps above you can see that if you click a member and immediately after you click a member of another dimension you can start specifying a combination
57. ROPE GMBH 4 617 851 00 10 863 951 00 E GO AMERICAS REGION E GO ASIA PACIFIC REGION Gl GO EUROPE GMBH E Great Outdoors iq Tab Table Chart Toolbar The toolbar has buttons with which you can perform actions Button Purpose Manage views via the views dialog Save a view or canvas Open the connection dialog to manage the connection to the data source Copyright IBM Corp 2010 2012 11 12 Button Purpose iB Print a view e mail a view as a PDF or a save a view as a PDF a Undo the last action or actions fe Redo the last action or actions a Create calculations in a view Sort and select members le View the data as a table Mm View the data as a chart Y Cm Set the dimensions the offspread af members and the print range for the offspread members Set the options Q Display the on line help Changing the toolbar layout You can change the appearance of the toolbar Procedure 1 Right click the toolbar 2 Select or deselect the options Large Buttons or Text on Buttons Theme settings You can change the way a view looks by either manually changing the individual items for example colors and fonts that are used or by specifying a theme A theme offers a predefined set visual settings There are several themes from which to choose from You change t
58. Settings Displays a currency symbol for values in the drill through section The following values are possible None No currency symbol is shown Auto If you select the value Auto then the regional settings of the system on which the client software runs are applied The name of a region If you specify a region then the currency of that region is displayed for values in the drill through section Using drill through This feature allows you to drill through to relational data Procedure Right click a cell in the data table then click Cell Actions gt Drill Through A drill through pane appears showing the table of this relational data A drill through script can be selected Only Relational scripts will work when using Drill Through View scripts will not work Drilling through relational data Drilling through relational data allows you to display a drill through pane that shows the table of the relational data The drill through pane gives you information about how values in the view are derived from the relational data Procedure 1 Right click a cell then click Actions gt Drill Through IBM Cognos Express Advisor Version 10 1 0 User Guide The Drill Through table displays in the location set by the Show Drill Through option 2 Click any cell in the data table to view the associated relational data in the Drill Through table 3 To view the next or previous cell for a particular member click the a
59. a hierarchy The Default style is the highest level All other styles use the setting from the Default style Settings in a lower level style overwrites higher level styles Auto style uses the setting from the higher level style as the default The available styles are Level 2 Level 3 Level 4 Level 5 Affects Cell All table cells Zero Cells with zero values Positive Cells with positive values Negative Cells with negative values Text Cells with text Missing Cells with missing values Chapter 5 Tables 91 92 Level 2 Level 3 Level 4 Level 5 Affects No access Cells the user has no access to due to security settings in the OLAP database server Error Cells displaying an error code from the OLAP database server Label Cells with members marked as labels in the database outline Data entry All cells on screen when in data entry mode Read Only Cells the user has read only access to due to security settings in the OLAP database server Atomic Cells at the lowest level No other cells are used to create the value in this cell Aggregate Cells that are an aggregation of Atomic cells Values from Atomic cells make up the value in this cell Changed Value Cells for which the user can change the value during data entry Hold Cells that are put on hold Header The inspread row and column h
60. a member You can select colors icons or data bars to apply traffic lights For example you can assign the color red to a range of values that indicates the need for action yellow to a range of values that indicates the need for further investigation and green to a range of values that indicates that all is well You can set the traffic lights based on e Values The traffic lights are based on the absolute values of the cells e Percentages The traffic lights are based on the relative values compared to the maximum value of the cells e Standard deviation The traffic lights are based on both their absolute values and on standard deviation 98 IBM Cognos Express Advisor Version 10 1 0 User Guide Setting traffic lights for members You can apply traffic lights to all members both offspread members and inspread members including members that you created with the calculator You can specify how the traffic light displays when the value is lower in between or higher than a specified value Procedure 1 Right click the member gt Traffic Lights 2 From the Based on menu select how the traffic light is calculated You can choose from e Value Specify values that are in the range of the values for the member e Percentage Specify values between 0 and 100 e Standard Deviation Specify values that are based on normally distributed data For example 1 and 1 3 In the Less than and More than fields enter the lower and
61. a view to a Microsoft Excel spreadsheet Exporting a view to a Microsoft Excel workbook Copying and pasting data to a spreadsheet Pasting special formats in Microsoft Excel 8 0 format Calculations General functions Statistical functions Mathematical functions Adding calculations Nesting operations Creating dynamic functions Combining dynamic functions Using relative and absolute members in finctionis Creating cross dimensional calculations Managing the calculation sequence Viewing calculations Editing calculations that are visible Editing calculations that are not visible Using multiple arguments in the Rank function Deleting calculations that are visible Deleting calculations that are not visible Printing Views Using the Print dialog box Using the Print Preview Using the Print tab on the options dialog box Printing the same view for multiple members Page Numbering in Wide Views Printing an audit report Using Print Ranges with DynaSelect Chapter 4 Data pies Entering data Spreading General spreading procedure Pick lists Spreading options E Examples of data spreading Protecting cells from change Releasing a hold on a cell Forcing a refresh data Pasting data from the clipboard Chapter 5 Tables iv IBM Cognos Express Advisor Version 10 1 0 User Guide 28 29 30 30 30 ool s92 99 34 939 35 8D 38 39 40 40 40
62. acing a chart on a map a Viewing traffic light conditions on a map Performance maps Creating a performance map Setting the performance map options Setting coloring for performance maps Appendix Using the IBM Cognos Express Advisor URL API Parameters for the IBM Cognos Express Advisor URL API Notices Glossary lt HORYVOZLZ TU Index Vi IBM Cognos Express Advisor Version 10 1 0 User Guide JT 112 112 113 113 113 113 114 114 114 115 115 115 115 116 116 116 117 117 118 118 118 119 119 119 119 120 120 121 chow 122 123 123 127 131 lt 131 131 131 131 131 132 132 132 132 132 132 133 Introduction This user friendly software provides a powerful tool to access information and analyze data When IBM Cognos Express Advisor is installed on your computer you will be able to understand data in new ways You will view information from different perspectives as often as you like with the latest up to date figures You can analyze information in many ways and focus on key result areas of your own choice With growing familiarity you will be able to customize your own reports or have Express Advisor do dynamic analyses of results important to your decision making Data is made available in views that are organized in a folder structure Depending on the security set by your system admin
63. ademark information at www ibm com legal copytrade shtml The following terms are trademarks or registered trademarks of other companies e Microsoft Windows Windows NT and the Windows logo are trademarks of Microsoft Corporation in the United States other countries or both Notices 129 130 IBM Cognos Express Advisor Version 10 1 0 User Guide Glossary The following cross references are used in this glossary e See refers you from a term to a preferred synonym or from an acronym or abbreviation to the defined full form e See also refers you to a related or contrasting term To view glossaries for other IBM products go to iwww ibm com software globalization terminolog D O V on page 132 O on page 132 A asymmetric selection In stacked dimensions a selection in whose members in rows or columns can be different for each group An asymmetric selection can be made manually or can be the result of a sort action or a result of removing missing value D data entry A mode that allows a user to navigate through the database and add or change stored data in the OLAP database dimension A broad grouping of descriptive data about a major aspect of a business such as products dates or locations Each dimension may include different levels of members in one or more hierarchies and an optional set of calculated members or special categories dimensions di
64. ally over the selected cells and the values in the leaves also change 7 Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code S1000 Using Equal Leaves Spread The Equal Leaves Spread option distributes a specified value equally across all leaves of a consolidation cell Chapter 4 Data entry 73 This example replaces the highlighted cells with a value of 1000 and spreads the value equally to the leaves of each cell Q1 Jan Feb 1 716 873 0000 441 851 0000 320 968 0000 29 343 0000 7 648 0000 3 893 0000 00 31 005 0000 42 614 0000 30 102 0000 62 566 0000 105 527 0000 54 714 0000 89 052 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 Q1 Jan 694 0000 1 171 166 0000 9 276 217 0000 224 640 0000 670 309 0000 29 343 0000 7 648 0000 3 893 0000 17 802 0000 1 000 0000 333 3333 333 3333 333 333 1 000 0000 333 3333 333 3333 333 333 1 000 0000 333 3333 333 3333 333 333 917 975 0000 226 207 0000 195 211 0000 496 557 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 Feb Mar Procedure L a e oN NO 8 Enter Data Entry mode Select Equal Leaves Spread from the Spreading type menu Select Replace from the Spreading action menu Select the All Leaves option from the Spreading Action menu Select the cell or range of cells to which you want to apply an equal leaves spread Enter the value to s
65. alog A dialog that allows a user to change the order and the selections in both the Offspread and the Print Range dimensions Dimensions can be shown hidden or ignored drill down In a multidimensional representation of Copyright IBM Corp 2010 2012 data to access information by starting with a general category and moving downwards through the hierarchy of information for example from Years to Quarters to Months drill through To view the details linked to the data in a report cube or macro For example the user can drill through a value to view the detailed sales transactions for a particular customer Any filtering of information in the original object is automatically applied DynaSelect A user function that makes a record of frequently used actions Used to record opening printing or other actions on a particular view H hover drill button A button that facilitates the ability to drill down on members Hover drill buttons can be permanently visible or visible only when hovering with the mouse pointer over a member It is also possible not to show hover drill buttons inspread The header area of a table Inspread dimensions make up a table and are allowed to have more than one member in a selection item A data element that is stored in the repository Items can be folders views databases data sources images or shortcuts member A node in a dimension structure model definition
66. alue and the percentage change to use when spreading separated by a colon For example to start the range of values at 41 362 and to change by 10 enter 41362 10 6 Press Enter or click outside the cell The values begin at the initial value and are changed by the percent amount and spread over the specified cells based on the action you chose 7 Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code GR41362 10 Using Relative Proportional The value of a target consolidation cell together with its leaves can be changed in proportion to the values of a source consolidation cell and the leaves of that cell The Relative Proportional Spread type populates values into the leaves of a consolidation cell in proportion to the values of a source or reference cell The source cells can be in another part of the cube but must have the same consolidation of members as the target cells to which you want the new values to be populated 80 IBM Cognos Express Advisor Version 10 1 0 User Guide This example changes the value of sales for February to 500 000 but keeps the same proportions as the January sales figures Q1 Jan 1 716 873 0000 441 851 0000 320 96 29 343 0000 7 648 0000 3 893 0000 206 746 0000 31 005 0000 42 614 0000 92 668 0000 30 102 0000 249 293 0000 105 527 0000 54 714 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 The result is as
67. ame to view a tooltip containing member information The order of members The default order by which the members are displayed are determined by the outline In a view you can change the order of members Changing the order of members by dragging and dropping You change the order of members by moving the members from the initial location to a new location Procedure 1 Click and hold a member 2 Drag the member to the place where yOu want it to go The following options are available e Move the member between two other members For moving a member your mouse cursor should look like this Ej e Replace the member with another member You have to press either the Ctrl key or the Shift key while dragging the member For replacing a member your mouse cursor should look like this Ep Changing the order of members by using the Select Members dialog box You can change the order of members by using the Select Members dialog box Procedure 1 Click a member The Select Members dialog box displays 2 Click the Order tab 3 Click the member that you want to move Click the up or down arrow buttons lr to move the selected member to its new position You can select multiple members and change their order Note Changing the order of members is not possible in combination with a DynaSelect Chapter 3 Using IBM Cognos Express Advisor 33 34 Sorting the order of members There are several ways to sort the order of
68. and not the actual name of the dimension Procedure 1 Open the Dimensions dialog box by clicking the Dimensions button af on the toolbar 2 Identify the dimension you want to rename and click Rename 20 IBM Cognos Express Advisor Version 10 1 0 User Guide The Change Dimension Display Name dialog box opens 3 Change the dimension name and click OK In the Dimensions dialog box the new display name precedes the actual name of the dimension renamed display name actual dimension name If you want to remove the display name and thus only show the actual name of the dimension click remove while the Change Dimension Display Name dialog box is open Showing and hiding dimensions You can use the Dimensions dialog box to determine which dimensions are visible on your screen Opening the dimensions dialog box Procedure Right click the table then click Dimensions The Dimensions dialog box displays This dialog box contains three tabs e Dimensions shows all used and ignored dimensions e Offspread shows all offspread dimensions e Print Range is used to configure printing See the section for more information Setting used and ignored dimensions Follow these steps to set used and ignored dimensions for a table Procedure 1 Right click the table then click Dimensions The Dimensions dialog box displays 2 Click the Dimensions tab 3 For each dimension that you want to use select the dimension name then click Use
69. ated tasks feature along with the Print options to automatically prepare views for printing When you use the According to the Print Range print option the DynaSelect applies to all the members you select IBM Cognos Express Advisor Version 10 1 0 User Guide Chapter 4 Data entry Data entry gives you the ability to do data modeling and forward planning based on actual data Data entry is subject to the security set for the database You can enter data to the cells allowed by the OLAP server All other cells are grayed out and cannot be edited Entering data Data entry is available when the required members are selected and Data Entry mode is active In data entry mode the following restriction apply e Values are not updated directly to the OLAP database when sandboxing is enabled the user must explicitly send the data This is the default setting e Data Entry mode is subject to the database security e You cannot edit a greyed out cell Either editing is not allowed or it is not a stored value Only white cells can be edited e In Data Entry mode you can still change the selections in the table and navigate through your data Note See Spreading for more information about entering data automatically To enter data directly into the server database Procedure 1 Open the view in table mode 2 Right click the table 3 Select Start Data Entry from the shortcut menu This action puts you in data en
70. ats do not overwrite previous formats set in styles and levels but appends the format style For example in the styles format an area of cell can have a negative format defined as s If you format a member as a percentage with s the result is 10 Chapter 5 Tables 89 90 Traffic Lights allow you to set the color of cells based on their value For example Negative cells can be set to red and positive cells to green Colors defined here overwrite all the colors defined in previous layers Disabling format options You can disable the formatting options Procedure 1 On the toolbar click the Options button 2 Click the Format tab 3 Choose to enable or disable the Cell Formatting Offspread Formatting Header Formatting and Level Formatting for Cells Formatting header options You can set several options to control the display of row headers and column headers These options are in addition to the Styles and Member formatting options Procedure 1 In the Options window click the Headers tab 2 Set the following options The options are e Member Names and Aliases in Rows Displays the member name followed by its alias in the row headers e Member Names and Aliases in Columns Displays the member name followed by its alias in the column headers e Indent Row Headers Displays the outline structure in the row headers By default a full stop and a space is used for this option You can replace the defaults with a sy
71. aves Examples of data spreading The following examples of spreading will help you formulate the appropriate spreading measures for your data Using No spreading The No spreading type disables spreading Spreading is not applied to the leaves of a consolidation cell IBM Cognos Express Advisor Version 10 1 0 User Guide Using Equal spread The Equal Spread type distributes a specified value equally across selected cells The values in the leaves of consolidation cells are changed in proportion to their initial value This example replaces the highlighted cells with a value of 1000 spread equally across the cells Q1 Jan Feb 1 716 873 0000 441 851 0000 320 968 0000 7 648 0000 3 893 0000 31 005 0000 42 614 0000 30 102 0000 105 527 0000 54 714 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 Q1 Jan Feb 1 169 166 0000 275 516 3696 223 781 8648 29 343 0000 7 648 0000 3 893 0000 333 3333 49 9889 68 7059 333 3333 108 2790 333 3333 141 1017 73 1589 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 Procedure Enter Data Entry mode Select Equal Spread from the Spreading type menu Select Replace from the Spreading action menu Select the cell or range of cells to which you want to apply equal spread Type the value to spread for example 1000 OP 0 e ON Press Enter or click outside the cell The value 1000 is divided equ
72. ay the Sort amp Select dialog box Procedure There are two ways of displaying the Sort amp Select dialog box e Click the Sort Select button on the toolbar e Right click in a view and choose Sort and Select If you right click an inspread member the Sort amp Select dialog box will be displayed with the member you right clicked on selected in the Member field Otherwise the Member field will display lt No Selection gt If the Member field displays lt No Selection gt you can click an inspread member to select a member Sort and select options The Sort amp Select dialog box offers several options to sort and select the members you want to analyze in a view Chapter 3 Using IBM Cognos Express Advisor 35 36 The following options are available e Sort e Options e Retrieve Data from e Top Bottom e Range Setting the way to sort members The Sort section in the Sort amp Select dialog box allows you to specify how the members are sorted Procedure 1 To open the Sort amp Select dialog box click the Sort Select button on the toolbar 2 In the Sort section specify how you want the selected members to be sorted The option are e None e Ascending e Descending Setting sort options The Options section on the Sort amp Select dialog box allows you to set certain options Procedure 1 To open the Sort amp Select dialog box click the Sort Select button on the toolbar 2 In the Options section
73. ber of members e Top n This option allows you to specify the top members that together make up the specified percentage of the total value of all members N in the drop down menus is the variable that represents the percentage Bottom n Chapter 3 Using IBM Cognos Express Advisor 37 This option allows you to specify the bottom members that together make up the specified percentage of the total value of all members N in the drop down menus is the variable that represents the percentage e Top n Value This option allows you to specify the top members that together make up at least the specified value N in the drop down menus is the variable that represents the value e Bottom n Value This option allows you to specify the bottom members that together make up at least the specified value N in the drop down menus is the variable that represents the value Specifying the range of values for selecting members The Range section on the Sort amp Select dialog box allows you to specify the range of values for the members to be selected Procedure 1 Click the Sort Select button on the toolbar The Sort amp Select dialog box displays 2 Enable the Range option and specify the range using the from and to fields Example sorting and selecting The purpose of this example is to explain how you can use sorting and selecting The following screen capturer defines the starting situation in a view Sales Plan Measures Quan
74. d the Express Advisor dispatcher returns an HTML page This parameter represents the control ID of the ActiveX object and allows the user to set the control id of this HTML object If there is no ea controlid specified the ID of the control will be set to EVObject IBM Cognos Express Advisor Version 10 1 0 User Guide Notices This information was developed for products and services offered worldwide IBM may not offer the products services or features discussed in this document in other countries Consult your local IBM representative for information on the products and services currently available in your area Any reference to an IBM product program or service is not intended to state or imply that only that IBM product program or service may be used Any functionally equivalent product program or service that does not infringe any IBM intellectual property right may be used instead However it is the user s responsibility to evaluate and verify the operation of any non IBM product program or service This document may describe products services or features that are not included in the Program or license entitlement that you have purchased IBM may have patents or pending patent applications covering subject matter described in this document The furnishing of this document does not grant you any license to these patents You can send license inquiries in writing to IBM Director of Licensing IBM Corporation North Castl
75. d an image that is stored in a location available to Express Advisor client as a background image to a canvas Note For information about making images available to Express Advisor client see the Managing IBM Cognos Express guide Procedure 1 On the toolbar click the Views arrow button and then click Canvas Options 2 Click the Display tab From the Image menu select an image w 4 Choose an Image Mode e To display the image in its original size select Normal e To display the image in its original size and repeat it so that it fills the available space in the window select Tile e To stretch the image to fill the window size select Stretch e To stretch the image while maintaining the aspect ratio select Stretch Ratio 5 To move the image set the Image Alignment using the Horizontal and Vertical boxes and corresponding offsets Results The canvas appears with a background image Navigation There are many ways in which you can navigate through your data in a view You can switch between dimensions and change the order of dimensions Chapter 3 Using IBM Cognos Express Advisor 19 You can modify a view by dragging and dropping dimensions from one location to another in a view Swapping dimensions You can drag a dimension from the inspread area and drop it on the offspread area The member that you move remains selected Similarly you can drag a dimension from the offspread area and drop it on
76. dded the value of the Dynamic Total will be ignored when calculating the Dynamic Max Be aware of the order of calculations when using dynamic functions It may be necessary to adjust the order in which the calculations are performed See Managing the calculation sequence on page 55 When making a dynamic calculation the inspread dimension to which the calculation should be added has to be chosen Procedure 1 Open the calculator Choose a dynamic function for example Dynamic Total Click Select a dimension in the Select Dimension dialog box PON Click OK to confirm the chosen dimension 50 IBM Cognos Express Advisor Version 10 1 0 User Guide Combining dynamic functions GO Central Europe GO Northern Europe With the dynamic functions many combinations can be made In this section you see an example of this A customized Dynamic Rank is created using the functions Dynamic Min Dynamic Max and Rank The market for which the Sales values are most unequally spread will give Rank 1 as a result The market for which the Sales values are most equally spread will give the highest rank as result For this example we assume you have a view open that shows the children of Europe vertically and the Net Sales Revenue of three months horizontally 5 926 388 60 4 272 592 19 7 849 304 05 7 466 610 56 3 603 667 87 10 018 627 65 GO Southern Europe GO Central Europe GO Northern Europe GO Southern Europe
77. distribution finance and human resources Any resemblance to actual names addresses contact numbers or transaction values is coincidental Other sample files may contain fictional data manually or machine generated factual data compiled from academic or public sources or data used with permission of the copyright holder for use as sample data to develop sample applications Product names referenced may be the trademarks of their respective owners Unauthorized duplication is prohibited IBM Cognos Express Advisor Version 10 1 0 User Guide Chapter 1 System overview IBM Cognos Express Advisor and the IBM Cognos Express Data Advisor together are intuitive and powerful tools Express Data Advisor creates a model definition that is based on your relational tables With this model definition Express Advisor Server generates an OLAP database and view for analysis of the data Express Advisor allows you to understand this data in new ways and from different perspectives Express Advisor can also receive information in other ways in order to focus on key result areas of your choice You can customize reports or have Express Advisor do dynamic analyses of results that are important to the decision making process System introduction IBM Cognos Express Advisor has the following components or items to display information in either graphical or tabular formats e Views display the requested data that is stored in the OLAP database
78. e 2 Make sure Use Background Color is selected in the Traffic Light options 3 Click OK Performance maps 120 A performance map is a chart that presents data by using different sizes and colors for performance map areas Performance maps visualize the behavior of two members of a dimension relative to members of another dimension A performance map is defined by the rows and the first two columns in a view Each row identifies a performance map area The first column defines the size of the performance map area The second column defines the color of the performance map area The size of the performance map areas indicates to what extent the values of cells in the first column contribute to the total value of the cells in the first column If the performance map option Fixed Text Size is not enabled the size of the text in the performance map areas corresponds to the size of the performance map areas The colors of performance map areas are used to identify values of cells This identification can be defined in two ways e By using the Cell Text Color or Cell Background Color via either Traffic Lights or Formatting e By specifying the Lower Bound and Upper Bound via either Fixed Values or Standard Deviation IBM Cognos Express Advisor Version 10 1 0 User Guide Creating a performance map Create performance maps to visualize the behavior of two members of a dimension relative to the members of another dimension Perf
79. e English will be used The following languages are supported Value of the ui lang parameter Language in the user interface en English default cs Czech da Danish de German es Spanish fr French hu Hungarian hr Croatian it Italian ja Japanese ko Korean nl Dutch pl Polish pt Portuguese ro Romanian ru Russian tr Turkish zh cn Chinese zh tw Chinese traditional ea controlid This parameter specifies the Express Advisor ea control id property When the dispatcher is called the Express Advisor dispatcher returns an HTML page This IBM Cognos Express Advisor Version 10 1 0 User Guide parameter represents the control ID of the ActiveX object and allows the user to set the control id of this HTML object If there is no ea controlid specified the ID of the control will be set to EVObject ea toolbar This parameter specifies the Express Advisor ea toolbar property The possible values are true or false By default if no ea toolbar parameter is specified the toolbar will be enabled ea tabbar This parameter specifies the Express Advisor ea tabbar property The possible values are true or false By default if no ea tabbar parameter is specified the tabbar will be enabled ea viewsbutton This parameter specifies the Express Advisor ea viewsbutton property The possible values are true or false By default if no ea viewsbutton parame
80. e Canvases contain panels The panels contain views that can communicate with each other enabling you to create dashboard applications e Dimensions group related data together in a View e Members are single types of data Members are grouped together in a Dimension Canvases Canvases contain panels The panels contain views that can communicate with each other enabling you to create dashboard applications Views The view is the work space that is defined by the user The view is the primary place that data is made available and resolved into purposeful information A view is a collection of dimensions Many related views share common dimensions for example time intervals is the unique dimension that gives purpose to the view The OLAP database is represented by a cube The cube is a subset of the data in the OLAP database The view shows the data from the cube that is stored in the OLAP database A view connects to a database A database connects to a data source Views can be organized in folders and stored in the repository where the data source items and database items are stored as well as locally on your own system It is also possible to export views to a workbook in Microsoft Excel spreadsheet software There are various printing and formatting options for views Copyright IBM Corp 2010 2012 1 2 Warnings A warning is shown in a view when Express Advisor encounters a problem or when important items have chan
81. e Drive Armonk NY 10504 1785 U S A For license inquiries regarding double byte DBCS information contact the IBM Intellectual Property Department in your country or send inquiries in writing to Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd 1623 14 Shimotsuruma Yamato shi Kanagawa 242 8502 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you This information could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the publication IBM may make improvements and or changes in the product s and or the program s described in this publication at any time without notice Any references in this information to non IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites The materials at those Web sites are not part of the materials for this IBM
82. e data for their specific environment Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources IBM has not tested those products and cannot confirm the accuracy of performance compatibility or any other claims related to non IBM products Questions on the capabilities of non IBM products should be addressed to the suppliers of those products All statements regarding IBM s future direction or intent are subject to change or withdrawal without notice and represent goals and objectives only This information contains examples of data and reports used in daily business operations To illustrate them as completely as possible the examples include the names of individuals companies brands and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental If you are viewing this information softcopy the photographs and color illustrations may not appear IBM Cognos Express Advisor Version 10 1 0 User Guide Trademarks IBM the IBM logo ibm com Express and Cognos are trademarks or registered trademarks of International Business Machines Corp registered in many jurisdictions worldwide Other product and service names might be trademarks of IBM_or other companies A current list of IBM trademarks is available on the Web at Copyright and tr
83. e or position click the Views arrow button on the toolbar and then click Lock Panels e To change the position of the panel click and drag the handle sam of the panel e To change the size of the panel click and drag the borders of the panel e To automatically arrange the panels click the Views arrow button on the toolbar and then click Auto Arrange Panels Saving a canvas Use the following instructions to save the canvas 16 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure You can either e Save the canvas with its current name by clicking the Save Canvas button e Save the canvas with a different name by clicking the Views arrow button 3 on the toolbar and then clicking Save Canvas As Adding panels To add more panels to the canvas you must create or open views Procedure 1 Create or open a view on the canvas For more information see Starting the Express Advisor client on page 5 2 Right click on the view tab and then click Move View to New Panel Closing a panel on the canvas You can close an unwanted panel Procedure In the unwanted panel click the Show all open Views arrow button 3 and then click Close Panel Synchronization between panels You can synchronize views in different panels For example you can synchronize between a table and charts that are based on the same data on different panels Note To synchronize views between panels the panel views must connect
84. e their content see Using the Print Preview To suppress these additional pages clear these boxes e Print When the print options are complete select Print to initiate the printing e Save as PDF To save the print job as a PDF file indicate the members print range and any additional settings such as Table of Contents and Document Title to be included and click Save As PDF e Email as PDF To e mail PDF files click the Email as PDF button on the print menu e Page Preview The Page Preview area on the Print menu shows a visual representation of the available views e Preview Click the Preview button on the Print menu to see a sample of how your print job will look See Using the Print Preview for more information Using the Print Preview The print preview toolbar has buttons Purpose Click the Print button to specify the number of pages to print the number of copies to print and to initiate printing Click the PDF button to save a view as a PDF or send the PDF as an e mail To send the print preview to the clipboard in EMF format click the Copy button To return to the Print dialog box click the Setup button Click the Full page to display the entire page oS ee E Chapter 3 Using IBM Cognos Express Advisor 61 Button Purpose A In print preview click the magnifying glass to continually zoom in Right click the magnifying glass anywhere
85. eader areas Row The row header area Inspread Column The column header area Inspread Offspread The area above the header in the chart The dimensions that define the basis of the inspread members are not directly part of the table or chart IBM Cognos Express Advisor Version 10 1 0 User Guide Level 2 Level 3 Level 4 Level 5 Affects Chart Graphic display of data Charts available are Bar Line Area Pie Radar Bubble Scatter Range and Map Chart Area Space on screen to place a chart Plot Area Space in a chart specifically showing data values Axis Related to a category X axis or value Y axis Grid Lines within a plot area showing the relation and intersection of data values Maps Geographic representation of location data Shapes Parts that make up maps for example countries or regions Lines Lines can be available in a shape file representing rivers roads or railroads Points Points can be available in a shape file representing cities or other points of interest offices customers etc Labels Feature names for charts and maps or dimension values related to a chart or charts Title Name for chart Legend Identifies the members displayed in a chart or map Drill Through Space on screen to place the Drill Through table
86. ed In this example the value is rounded to 1 decimal place It is allowed to use a negative number of decimals Count This function counts the number of members entered in the function Count 10 20 30 3 Missing values are not counted Distinct Count This function counts the number of distinct values in the function Count 10 20 20 2 Percentage of Total see note below This function calculates the percentage by which the selected members contribute to the selected Dimension Rank see Note below This function assigns an order within a specified member Rank see note below This function assigns an order from 1 100 within a specified member The rank is expressed as a percentage of the highest rank Cumulative see note below This function counts the cumulative values of a specified member Cumulative see note below This function counts the cumulative values of a specified member expressed as a percentage of the final total Dynamic Total This function counts the total number of members If the selection changes the dynamic total will change as well Dynamic Count This function counts dynamically the number of members entered in the function Count 10 20 30 3 Dynamic Distinct Count This function counts dynamically the number of distinct values in the function Count 10 20 20 2 Chapter 3 Using IBM Cognos
87. electing new members for the chart Note You can select other members in the offspread dimensions when you have a chart on screen The same chart can be used for different member combinations IBM Cognos Express Advisor Version 10 1 0 User Guide Changing a chart type You can change the type of chart by right clicking the chart and choosing a style that better suits the data The chart type can be changed on the Chart Type tab on the Options dialog box Procedure 1 Right click the chart and click Options 2 From the Chart Type tab click the required chart type 3 Click OK Changing member properties for charts You can change settings for the symbol color shape and fill pattern for members depending on the chart type The chart symbols can be changed on the Chart tab on the Member Formatting dialog box Procedure 1 Right click the member on the chart or table and click Formatting 2 From the Chart tab click the required color symbol or fill pattern 3 Click OK Selecting members in a chart You can select or change members in a chart by clicking the members and making selections in the Member Select dialog box Procedure 1 In the chart click a member The Select Members dialog box appears 2 Make the selection of members select items in the hierarchical list and then click OK You can also go back to the table view by using the Table button on the toolbar to select other members Results
88. en selecting another offspread member Procedure 1 Right click the table and click DynaSelect gt Teach DynaSelect A red DynaSelect icon indicates that the DynaSelect is recording 2 To stop recording right click Dynaselect gt Stop Teaching 3 To remove a DynaSelect right click Dynaselect gt Forget DynaSelect A DynaSelect can be removed while it is recording or after Viewing DynaSelect Dynamic views are automatically documented for you The actions of a DynaSelect can be viewed by using the View DynaSelect option Procedure 1 Right click Dynaselect gt View DynaSelect 2 The View DynaSelect window displays all tasks that the view will perform Tip If you pause your pointer over the DynaSelect icon you will also see all tasks happen when the DynaSelect is applied Chapter 5 Tables 103 104 Applying Dynaselect You can run a DynaSelect at several occasions A DynaSelect can be run when e Opening a view e Changing an Offspread member e Printing the View with a Print Range e On demand by pressing F5 Procedure 1 From the toolbar select Options 2 On the Data tab click Apply DynaSelect on Load and or Apply DynaSelect on Offspread Changes 3 To apply a DynaSelect on demand press F5 Results When a DynaSelect is recorded the complete table and or chart layout including the calculations is stored When applying a DynaSelect this initial layout is restored first After that the recorded act
89. es shown in Express Advisor do not have to be the same as these unique member names An alias table tells the Express Advisor server how to match the member names in the database to the member names shown in Express Advisor Folders Folders are used to organize items in a structure for example views Folders can be stored in the repository where the data source items and database items are stored as well as locally on your own system A folder can contain child items of all defined item types to organize views and other items in the repository Chapter 1 System overview 3 System requirements IBM Cognos Express Advisor client The client system for IBM Cognos Express Advisor should meet the requirements 4 Requirement Specification Operating System One from the list is required All operating systems should have installed the latest service pack and all current updates Microsoft Windows XP Professional Microsoft Windows Server 2003 Standard Edition Microsoft Windows Server 2003 Standard x64 Edition Microsoft Windows Server 2003 Enterprise Edition Microsoft Windows Server 2003 Enterprise x64 Edition Microsoft Windows Server 2008 Microsoft Windows Server 2008 x64 Edition Microsoft Windows Vista Business or higher Microsoft Windows Vista x64 Edition Business or higher Required software Microsoft Internet Explorer 6 0 service pack 2 ActiveX enabled Di
90. ese steps to enable drill through and set several options that determine the appearance and behavior of a drill through Procedure 1 Click the Options button on the toolbar 2 Click the Layout tab on the Options dialog box 3 Select the Show Drill Through option 4 Using the adjacent pull down menu select the location where you want the Drill Through table to appear on the screen 5 Click the Actions tab 6 Set the Drill Through options as described below 7 Click OK Option Description Highlight Active Cell Highlights the active cell the cell for which the drill through data is shown in the main table Chapter 3 Using IBM Cognos Express Advisor 25 26 Option Description Color Alternating Rows Applies a background color to alternating rows in the drill through table to improve readability When you select this option you must also specify the number of adjacent rows to which background coloring should be applied Limit Rows Limits the number of rows to display in the drill through table When you select this option you must also set a maximum row value Print All Combinations If this option is selected all combinations of the data for every cell in the table will be printed Limit Rows Printed Limits the number of drill through table rows that can be printed When you select this option you must also specify the maximum number of rows that can be printed Currency
91. et in the Sort amp Select dialog box e Only the top 2 members which fall in the specified range are displayed e Also the member with a missing value is displayed GO Accessories GmbH GO Central Europe 89 891 00 GO Northern Europe 59 754 00 Copying and pasting data Data copied to the clipboard can be pasted to other applications or from one area on the table to another area When you copy data you can choose to include or exclude the header information Procedure 1 Right click the data 2 Select Extras from the shortcut menu e To copy data without headers select Copy to Clipboard e To copy data and include headers select Copy with Headers The result changes depending on whether you are in Data Entry mode e When you are not in Data Entry mode the entire table is copied to the clipboard For more information on Data Entry see Chapter 4 Data entry e When you are in Data Entry the selection rectangle defines which area is copied Note After copying data you can immediately paste it to another location Chapter 3 Using IBM Cognos Express Advisor 39 40 Selecting the copy and paste area You can create the copy paste selection in several ways Use one of these methods to make the copy paste selection area e Use the shift key arrow keys e Use the mouse to highlight the area e Hold the Shift key and click the top left cell and then on the bottom right cell Specifying the scaling factor
92. ews location 7 M maps 105 111 creating 119 placing charts on 119 viewing traffic lights 120 members 2 28 113 aliases 30 attributes 85 bottom 37 compare 85 find 85 formatting 114 generation 85 group selection 30 hierarchy 34 individual selection 29 information 32 initial selection 28 inspread 2 last found 85 level 85 names 30 offspread 2 order 33 ordering 114 properties 85 sort and select 35 sorting 34 top 37 value 35 value range 38 Microsoft Excel 41 export 42 paste special 44 missing data 87 missing values remove 88 N names 97 note 2 notes add 15 display 15 print 65 O offspread 2 overstacked dimensions 118 P panel add 17 close 17 synchronization 17 performance maps 105 112 coloring 122 creating 121 options 122 pick list 71 print audit report 68 color 66 dialog box 59 dynaselect 68 fit on one page 64 fit to pages 64 multiple members 66 numbering 68 on options dialog box 62 options 65 orientation 66 page break 64 preview 62 ranges 68 views 59 properties 9 purpose of document vii R rank function 56 read only 96 redo 22 refresh data 84 requirements 4 retrieve data 37 revert view 9 S scales 118 setting options performance maps 122 sort and select example 38 sorting 87 spreading codes 72 example 72 general 71 options 71 spreadsheet 43 styles 94 subsets 31 finding 31 suppressing no access rows and columns 88 suppressing rows and column
93. fault Use the setting made on the Print menu If the Print Landscape option is selected use Landscape for this View If it is cleared use Portrait e Portrait Use Portrait for this view only e Landscape Use Landscape for this view only Printing the same view for multiple members You can print the same view for more than one offspread member Procedure 1 Click the Print button 2 At the Member Range option select According to Print Range By default the selected members are the same as the offspread selection In this way the print range selection changes when a member in the offspread selection is changed 3 To select the members click Print Range IBM Cognos Express Advisor Version 10 1 0 User Guide a Dimensions 5 x Dimensions Offspread Print Range amp Months Usage Same as Offspread Jan Show e Versions C Hide Same as Offspread Budget Version 1 amp Channels Show All io Same as Offspread ALL CHANNELS amp Subsidiaries Order Same as Offspread GO Americas Pa Selection Select Number of combinations in Table 1 Cancel Apply Define the dimensions to use and the way to print them using these options e To reveal all dimensions click Show All e To print a dimension select it and click Show e To prevent a dimension from printing select it and click Hide e To specify the order for printing dimensions use the up and down arrow a buttons lr to arra
94. for all leaves of the cell Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code P 10 Using Growth Percentage The Growth Percentage spreading type uses an initial value and a growth percentage value to sequentially increment the initial value over a range of cells This example adds a growth value of 10 to the initial value of 41 362 and increments this value in the highlighted cells Chapter 4 Data entry 79 Q1 1 716 873 0000 29 343 0000 206 746 0000 92 668 0000 249 293 0000 917 975 0000 694 0000 220 154 0000 Jan Feb Mar 441 851 0000 320 968 0000 954 054 0000 7 648 0000 3 893 0000 17 802 0000 31 005 0000 42 614 0000 133 127 0000 30 102 0000 105 527 0000 54 714 0000 226 207 0000 195 211 0000 The result is as follows 1 1 888 560 3000 32 277 3000 227 420 6000 101 934 8000 274 222 3000 1 009 772 5000 763 4000 242 169 4000 Jan Feb Mar 486 036 1000 353 064 8000 1 049 459 4000 8 412 8000 4 282 3000 19 582 2000 34 105 5000 46 875 4000 146 439 7000 33 112 2000 68 822 6000 116 079 7000 60 185 4000 97 957 2000 248 827 7000 214 732 1000 546 212 7000 763 4000 41 362 0000 45 498 2000 50 048 0200 Procedure 1 Enter Data Entry mode 2 3 4 5 Select Growth Percentage from the Spreading type menu Select Replace from the Spreading action menu Select the range of cells to which you want the spread to apply Enter the initial v
95. g a value of for example 3 by 2 and the table fits on one page the print will consist of only one page Apart from the table the print will in this case consist of a maximum of three pages wide and two pages long Note IBM Cognos Express Advisor Version 10 1 0 User Guide e It is not necessary to enter a number in both fields When entering for example only 3 in the first field the report will have a maximum width of three pages The length is automatically calculated by the number of pages needed e The Fit To X by Y option does not work for charts Printing the notes of a view If the view you are printing has notes then you can print the notes For more information see Adding notes to a view on page 15 When view notes are printed on the same page the formatting is also printed background and font formatting When view notes are printed before or after a page only the font type size and styles are printed Procedure 1 Click Print gt Options gt Print tab gt Print View Notes 2 Specify the position where you want the note to print e Before View e After View e On Same Page The option On Same Page is available only when Fit To Page is also selected or when the Fit to option is set to 1 by 1 Specifying Table Headings Offspread Backgrounds and Alignment in print jobs You can specify the way table and offspread headings display in your print job Procedure 1 Click Print gt Options gt Pri
96. g notes to a view A view has a note if there is a paperclip icon in the top right corner of your screen Procedure 1 To add view or change notes on your view right click in the table and click Extra gt Notes 2 Type your comments about this view 3 To see the note click the Properties button on the Views window You can also read the note by moving your pointer over the paperclip icon 4 To delete a note remove the contents of the note and close it 5 Optionally right click the table and click Options and then click the Layout tab to change the layout of a note 6 Optionally right click the table and click Options and then click Format to change the font type size and style as well as the text and background color 7 To include notes when printing a view click the Print tab in the Options window and select Print View Notes Enabling audit reports You can keep an audit report in a view in order to see a description of the actions performed to achieve the current member selection The audit report gives an explanation of the current view It is not meant to be a log file of the actions performed in a view It allows you to verify the interpretation of the report Initially the following information is shown e Database Server and User including date and time e Inspread and offspread selections as well as hidden dimensions e Date and time of data retrieval e Relevant options such as group size decimal separa
97. ged For example when the connection to the server is lost or when dimensions have been added to or removed from the database Warnings can be saved and displayed later Notes The OLAP administrator can add database notes to the OLAP database When a view is on screen any information that is relevant to the view can be displayed as a note A note can be used to provide information about the status of the database and the contents There are various printing and formatting options for notes Dimensions A dimension contains the related items that describe either the context of a fact or a measure of a fact Context dimensions can include time product person and location Measure dimensions can include quantity and value Dimensions can form a hierarchical structure for example the dimension location can include country or region city building and floor The maximum number of dimensions is 256 If dimensions contain more than 8 000 000 members then the maximum number of dimensions is decreased with one for each of these dimensions Members A dimension is subdivided into members A list of members in the same hierarchy form a dimension For example the months January February March are members that belong to the member Quarter 1 Quarters 1 2 3 and 4 are aggregated into the member year All are part of the time dimension Members are divided into inspread members and offspread members The maximum number of members is 16
98. hat takes precedence when both rows and columns are formatted The default setting is that columns take precedence over rows Procedure il 2 3 Choose Options from the toolbar Select the Format tab Select Apply Rows before Columns for rows to take precedence over columns Select Apply Columns before Rows for columns to take precedence over rows Chapter 5 Tables 97 Formatting white space You can improve the readability in the row or column area by adding white space before or after dimension members Tip You can format the space around a member by selecting Color Cell Spacing on the Format tab of the Options window Procedure 1 Select the Headers tab in the Options window 2 Under Automatic Group Spacing type a value and select a unit of measure Formatting number separators You can change the characters used to display the decimal separator and the thousands separator The default setting is derived from your Microsoft Windows setting Procedure 1 Select the Numbers tab in the Options window 2 Type the characters that you want to use for the Decimal Separator and Thousand Separator Formatting numbers With the Group Size value you can control where to display the thousand separator Procedure 1 Click Options gt Numbers 2 From the Group Size menu select where you want the thousand separator to be placed Traffic lights You can set traffic lights to indicate the level of values for
99. he theme by specifying it via the IBM Cognos Express Advisor Dispatcher IBM Cognos Express Advisor Version 10 1 0 User Guide Setting the data window The number of rows and columns that appear in the table depend on the selected members of the inspread dimensions In order to enhance the performance of a view the number of rows and columns can be set to a maximum The default values are 1000 rows and 250 columns If there are more rows or columns to be shown than the specified rows and columns arrows that indicate there are still more rows and columns 8 546 00 8 490 00 7 337 00 216 390 29 216 500 00 186 471 27 91 047 85 90 800 00 78 656 36 Changing the data window You can change the data window by using the arrows on screen Procedure 1 Click the arrows to expand the rows or columns by the specified amount 2 Shift click the arrows to show all rows or columns The number of rows and columns now depends on the selected members of the inspread dimensions Note When printing or exporting to MicrosoftExcel the data window setting is ignored All rows and columns are processed Setting the number of rows and columns for the data window You can specify the number of rows and columns that are displayed Procedure 1 Open the Options dialog box 2 Click the Data tab 3 In the Data Window section of the tab enter the number of rows and columns that you want visible in the Data Window table If you want to displa
100. hildren are sorted underneath their parents In the result the dimension hierarchy is still intact Sorting members by value Members can be sorted in ascending or descending order according to the values in rows or columns IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure 1 To sort row members according to values in a specific column right click the column then click Sort Ascending or Sort Descending 2 To sort column members according to values in a specific row right click the row then click Sort Ascending or Sort Descending Sort and select members To display the data in a view you want to analyze you can select the members If you only want to sort members in an ascending or descending way please see Sorting members by value In addition to sorting members in ascending or descending order you can use the sort and select functionality in a view Sorting and selecting data is done in the Sort amp Select dialog box Sort amp Select Member lt No Selection gt OK Sort Retrieve Data from Apply None Selected Members Ascending C Entire Dimension Cose C Descending C All Lowest Members Options l Top Z Bottom T Include Missing Values Top n Members fs F Retain Current Selection r Range Sort within Hierarchy from to Add Total at End em J Use Dynamic Total Sorting and selecting members If you want to sort and select members then you must displ
101. ially increased to all cells by the specified growth percentage Relative Proportional Spread A specified input value for a consolidation cell is distributed across the leaves of the consolidation cell The distributed values are in proportion to the leaves of a referenced consolidation cell Relative Growth Percentage Populates the leaves of a consolidation cell from a percentage change input value for the consolidation cell The change to the values of the leaves is in proportion to the leaves of a referenced consolidation cell IBM Cognos Express Advisor Version 10 1 0 User Guide The second part of the Spreading Options menu lists the Spreading Actions you can take when applying spreading e Replace The entered data replaces the existing data e Add The entered data is added to the existing data e Subtract The entered data is subtracted from the existing data e All Leaves Only available for Types Equal Leaves Spread and Repeat Leaves The value is distributed to all leaves of the consolidation instead of only to those that contain values General spreading procedure The general procedure for spreading data is the same for each spreading type Note The spreading type can also be set by the database spreading shortcut codes directly into a cell See Data spreading codes on page 72for more information Procedure 1 Open the view in table mode 2 Enter Data Entry mode 3 Select the consolidation cell or range
102. ieving data manually Dynamic selection Setting DynaSelect Viewing DynaSelect Applying Dynaselect Chapter 6 Charts Chart types Bar chart Line chart Area chart Pie chart Radar chart Bubble chart Scatter chart Range chart Dial chart Maps 85 85 86 86 87 87 87 87 88 88 88 88 89 89 90 90 90 9d 91 94 94 94 95 95 95 96 96 96 96 97 97 97 98 98 98 98 99 99 100 100 100 102 102 102 103 103 103 104 105 105 106 107 107 108 108 109 110 110 110 111 Contents Vv Performance map Creating a chart Selecting a chart Changing a chart type Changing member properties for charts Selecting members in a chart s Changing the order of members in a dhait Formatting members in a chart Combining a chart with a table Adding a chart to the current table view Adding a table to the current chart view Changing the legend in a chart Drilling up or drilling down in a chart Drilling up Drilling down Adding a background i image to a chart Customizing the axes of a chart Setting the origin of a chart to zero Generating a chart with two scales Generating a chart with stacked dimensions Swapping the axes for a table or a chart Changing the axes for the table and chart Changing the axes for the chart only Maps x Associating data to a map Pl
103. ifferent sales outlets over one year Chapter 6 Charts 107 150 000 0000 100 000 0000 50 000 0000 0 0000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Pie chart Pie charts show the total for the data series in proportion to each other Pie charts use segments of a circle to show the relationship of parts to the whole To highlight actual values use another chart type such as a stacked area chart Pie charts plot a single data series To avoid multiple charts when plotting multiple data series use a 100 percent stacked chart The example shows the relative sales of six different product outlets for one year GO Accessories GmbH GO Central Europe E GO Accessories GmbH GB GO Central Europe DG GO Northern Europe E GO Southern Europe GO Northern Europe GO Southern Europe otal Year 4 741 128 0000 Radar chart Radar charts are useful as a comparative tool for charts that only have a few data series Radar charts integrate multiple axes into a single radial figure Data is plotted on each axis and joined to adjacent axes by connecting lines The example shows the sales for six product outlets over one year All product outlets show the same sales trend for October 108 IBM Cognos Express Advisor Version 10 1 0 User Guide Jan 400 000 0000 i 300 000 0000 lt os gt 200 000 0000 a Nov 100 000 0000 _ GO Accessories GmbH Oct GO Northern
104. ions are re played The only change to the initial layout can be in the offspread area When the option Apply DynaSelect on Offspread Changed is enabled the new offspread layout is applied to the initial layout IBM Cognos Express Advisor Version 10 1 0 User Guide Chapter 6 Charts Charts are a graphical way of presenting information Use charts to reveal trends and relationships that are not evident in tabular reports For example you can create a chart to visualize how actual sales compare to projected sales or to discover whether sales are falling or rising over quarterly periods Use maps to display chart data geographically For example create a map to show sales data for regional sales offices by city Use performance maps to visualize the behavior of two members of a dimension relative to members of another dimension This chapter uses two elements data series and category The chart below describes these two elements 1 500 000 0000 1 000 000 0000 500 000 0000 0 0000 2 Data Series A group of related data points plotted in a chart Each series has a unique color or pattern and is described in the legend Category Groups of related data from the data series plotted on the x axis Categories of multiple data series are shown together using clustered and stacked data markers Chart types To choose a chart type consider what you want the chart to illustrate Different chart types and
105. istrator it is possible to create new folders and views You can keep folders and views to yourself or make these available to others It is possible to create exception reports and customize these with colors to focus attention and trigger action You can quickly generate calculations using timely up to the minute data make charts drill up or down to investigate your financial or operational information or drill through to your relational data You can then save or discard these as you wish Express Advisor client is available as an ActiveX edition and contains the current version of Express Advisor client to display views A view item is displayed in Express Advisor client showing the data stored in the OLAP database This document is intended for use with Express Advisor Express Advisor provides you with a powerful tool to improve business results Your systems administrator or supervisor will give you access to one or more sources of your data residing in the database of your organization Audience Express Advisor is meant for users who are familiar with the Microsoft Windows environment but not interested in programming or working up detailed spreadsheet calculations Finding information To find IBM Cognos product documentation on the web including all translated documentation access one of the IBM Cognos Information Centers http publib boulder ibm com infocenter cogic v1lr0m0 index jsp Release Notes are published directly
106. ition the image next to the chart set the top and left margin of the chart to higher values Click OK Results The chart appears with a background image Customizing the axes of a chart For a bar line area or radar chart you can set the amount of ticks and labels on the x axis to improve the readability of the x axis For a bubble or a scatter chart you can set the y axis as well as the x axis 116 IBM Cognos Express Advisor Version 10 1 0 User Guide For a dial chart you can set the amount of ticks on the axis to improve the readability There are two scaling options Automatic and Custom The Automatic option sets the y axis to the lowest and highest integer value in the chart The Custom options are e Number of Labels e Number of Gridlines e Maximum Value e Minimum Value Note For the Number of Gridlines option to be active Vertical Grid or Horizontal Grid must be enabled on the Chart Type tab of the Options dialog box Procedure 1 Click the Options icon on the tool bar 2 Select the Chart Type tag 3 To change the orientation of labels from horizontal to vertical set the Vertical Labels check box 4 To reduce the number of labels on the chart increase the value of the Label every box 5 To reduce the amount of ticks on the chart increase the value of the Tick every box 6 Select Scaling options e Click Automatic to set the y axis to the nearest integer value in the chart e Click Custom
107. maps 122 connections 6 copy and paste 39 area selection 40 drag and drop 40 scaling factor 40 creating 118 performance maps 121 122 D dashboard 16 data analyzing 115 data bars 99 data entry 69 equal 69 equal leaves 69 growth percentage 69 no change in cell 83 no spreading 69 percentage change 69 relative growth 69 relative proportional 69 releas a hold on a cell 84 repeat 69 repeat leaves 69 send data 69 spreading 69 spreading options 69 start 69 straight line 69 data window 13 description of product vii dimensions 2 dialog box 21 hide 21 ignored 21 ignoring 87 offspread 21 rename 20 show 21 sorting 87 stack 20 swap 20 used 21 133 drill down 31 drill through 25 columns 27 copying 27 formatting table 27 options 25 relational data 26 using 26 drill up 31 drilling down 115 drilling up 115 DynaSelect 103 applying 104 viewing 103 E easy drilling 31 options 32 using 32 folder 4 folders 6 formats background image 116 formatting 89 borders 97 cell 94 cell alignment 96 column 96 disable 90 display prefix codes 95 fonts 94 header 90 lines 97 members 94 number seperators 98 numbers 95 98 precedence 97 quick 97 row 96 scaling factor 95 white space 98 G getting started 5 glossary 131 H headers and footers 63 images 19 116 inspread 2 L legends 115 levels 3 134 IBM Cognos Express Advisor Version 10 1 0 User Guide local vi
108. mbers behind the stacked member will open the Select Members dialog box Chapter 3 Using IBM Cognos Express Advisor 23 Total Year Cooking Gear 1 152 019 00 Sleeping Bags Select Members for Products x Tents cua elec GOASIA Cooking Gear Order REGIAS Lanterns TOTAL PRODUCTS Packs CAMPING EQUIPMENT Sleeping Bags gt o Cooking Gear Lanterns gt Packs gt GOLF EQUIPMENT MOUNTAINEERING EQUIPMENT OUTDOOR PROTECTION PERSONAL ACCESSORIES Tents fe Ep Lowest From Select All Expand All Find All Lowest Deselect All Collapse All Number of Selected Members 3 of 27 Cancel 2 You can change the member for which you want to create the asymmetric selection by clicking on that member The member that will have an asymmetric selection is indicated by a different color See the image above 3 In the Select Members dialog box change the selected members to create the asymmetric selection 4 Click OK The asymmetric selection is displayed Creating an asymmetric selection by drilling up and down on members while holding the Alt key You can create an asymmetric selection by drilling up and down on members while holding the Alt key Procedure 1 Identify the stacked dimension for which you want to create an asymmetric selection 2 Hold the Alt key and click either the up or the down arrow to the right of the member
109. mbol of your choice e Show Icons in Headers Displays the Label Calculator Attribute Dimensions Dynamic Time Series and Virtual Dimensions symbols in the headers e Indent Headers for Icons Indents the headers to allow the display of icons e Auto Size Headers Automatically resizes the headers to create an exact fit If this option is selected the splitter is disabled e Show Splitter Displays or hides the splitter Formatting header width and height You can set the header width and height to resize automatically The width and height are set for the specific dimension If you move the dimension to the Offspread area and back to the Inspread area the width and height are set to the values you have specified for that dimension IBM Cognos Express Advisor Version 10 1 0 User Guide Tip The header height and width can manually be set by dragging the width and height indicators Procedure 1 In the Options window click the Headers tab 2 Select Auto Size Headers Formatting backgrounds You can change the formatting of backgrounds areas You can change the color of background areas such as Offspread Columns Rows Table Chart Drill Through Procedure 1 Right click the screen area that you want and click Background from the Formatting menu 2 Select the color that you want Note This color becomes the default for the Styles or Member formats Formatting styles Styles are organized in
110. mbol on Lines must be checked in the Chart Type tab of the Options dialog box Label Text The option Display Values must be checked in the Chart Type tab of the Options dialog box Label Back Display Label sets or suppresses a label to one or more points in the chart A solid background in this check box means the setting is derived from a formatted row columns or from the level formatting Procedure i 2 3 Right click the symbol in the chart and click Formatting Click the Chart tab Select formatting options and click OK Note You can select the option Same As Table from the drop down menu to apply the table formatting to the chart member Combining a chart with a table Both a table and chart can be visible on screen at the same time Adding a chart to the current table view You can add a chart to the current table view 114 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure 1 On the toolbar click Both 2 To resize the chart drag the splitter in the middle of the window Adding a table to the current chart view You can add a table to the current chart view By default the chart is shown on the right side of your screen You can change this in the Options dialog box Layout tab Select the place where you want the chart to be placed on screen You can choose to see the chart on the top left right or bottom side of the screen Procedure 1 Right click the chart and then click View A
111. me settings Setting the data window Choosing Alias Tables Changing the order of stacked alias tables Changing the backgrounds of headers and cells Changing the zoom percentage Displaying database notes Adding notes to a view Enabling audit reports Dashboards Creating a canvas Saving a canvas Adding panels Closing a panel on the canvas Synchronization between panels Display options Navigation 5 Swapping dimensions Stacking dimensions Renaming dimensions Showing and hiding dimensions Undoing previous actions Asymmetric selection Drill through Canceling long running processes toa an IBM Cognos TMI 9 5 database Members ai 2 amp Boe Copyright IBM Corp 2010 2012 Vii PBWONNFPR RP OMMDDAMANNADAUH OI 11 el 13 13 13 14 14 14 pam 15 15 16 16 eZ s 17 17 18 s19 20 20 20 ol 22 s 2A do 28 28 iii Initial member selection Selecting individual members Selecting members by group Showing member names and aliases Subsets Drill up and awit Member information The order of members Sorting the order of members Sort and select members i Sorting and selecting members Sort and select options Example sorting and selecting Copying and pasting data Selecting the copy and paste area Specifying the scaling factor for copy and paste Using drag and drop to copy and paste Transfer data from
112. members All sorting options are available in the Select Members dialog box Procedure 1 Click a member in the data window The Select Members dialog box displays 2 Click the Order tab 3 To sort members alphabetically click the Sort button 4 To apply a different sort order click the down arrow on the Sort button and select one of the available options 5 Click OK Option Description Outline Order Sorts members according to the outline order in the OLAP database Reverse Outline Order Sorts members in a reverse way according to the outline order in the OLAP database Sort Sorts members alphabetically Reverse Sort Sorts members in reverse alphabetic order Sort within Hierarchy Reverse Sort within Hierarchy Sort members in ascending or descending order while respecting the dimension hierarchy Members are sorted in reverse alphabetical order within their hierarchies Sorting members within a hierarchy Sort within hierarchy means it is possible to sort a dimension in ascending or descending order while respecting the dimension hierarchy The Sort within hierarchy option is only available while sorting in ascending or descending order Procedure 1 Click the Sort Select button on the toolbar The Sort amp Select dialog box displays 2 Click Sort within Hierarchy when performing a sort action 3 Click OK If the dimension is sorted the c
113. menu Replace Add or Subtract 5 Select the same member type as the target consolidation cell from the How to Spread menu Note Tip Place the cursor over the header bar of the member you want to change The name of the member type shows 82 IBM Cognos Express Advisor Version 10 1 0 User Guide 6 Select Displace The Select Data Entry Displacement Member selection box shows 7 Select the source member to use for the initial values 8 Press OK or click outside the cell 9 Type the percentage value to use for the target consolidation cell 10 Press Enter or click outside the cell 11 Select Stop Data Entry Mode to exit data entry mode Protecting cells from change Cells can be protected from being edited when in data entry mode The color of the cell changes to indicate a protected cell The value of the cell does not change if it is in the selection of cells during Data Spreading A single cell without any leaves can be set to Hold a consolidation cell can be set to Hold Leaves Note The Hold Leaves option protects the leaf cells at the lowest level leaf level cells Only the leaf level cells change color to indicate that the values will not change during data entry To see leaf level cells ensure that the lowest members for all Dimensions are selected in both the offspread and inspread Note A consolidation cell cannot be set with the Hold command Any data change results in a data entry warning that indicates that data
114. n Information window and click OK If there is more than one cube in the package select the cube Note Local Views will not be available when you use Advisor on Microsoft Windows Vista with Microsoft Internet Explorer 7 running in protected mode 4 In the Credentials window enter your IBM Cognos security credentials to access the server and click OK Opening more connections You can connect to a different cube or package from the Express Advisor client Procedure 1 On the toolbar click the Connection button to connect to a different cube or package 2 On the Connection Information window select the cube or package to change the connection to the server 3 To clear the credentials including passwords for the server click Forget Credentials Working with views folders and canvases 6 Views folders and canvases can be stored either on your own computer or on the server in the content store For information about canvases see Dashboards on page 15 You can create rename and delete views folders and canvases on the Views dialog box The Views dialog box contains four tabs e Local Views These are views and canvases that are stored locally on your client system e My Folders These are folders available to you on the server You can access views and make new views here e Public Folders IBM Cognos Express Advisor Version 10 1 0 User Guide These are the shared folders stored in the server rep
115. nge dimensions from the top prints first to the bottom prints last e To select multiple members as selected in the offspread selection click the member and click Select e Use the Reset button to set the print range to the selected members in the offspread dimensions e To sort the members click the Order tab See Sorting the order of members on page 34 The number of combinations of Print Range members displays at the bottom of the Dimensions dialog To print a document with multiple pages per view use the Print Range gt According to Print Range option on the individual views to set their individual print options The Page preview shows that the view will be printed with multiple pages Page preview Chapter 3 Using IBM Cognos Express Advisor 67 Page Numbering in Wide Views When a view is wider than one page the page numbering is adjusted first across then down If for example your view is six pages wide and four pages long the numbering starts on the top left page and proceeds in a horizontal and successively in a vertical way until the last page is reached as shown here 68 Printing an audit report If an audit report is available for your view you can print it See Enabling audit reports on page 15 Procedure 1 Click the Options button on the toolbar 2 Click the Print tab gt Print Audit report Using Print Ranges with DynaSelect You can use the DynaSelect autom
116. nge the orientation for all views to landscape select Print Landscape To define a specific orientation for specific views see Printing the same view for multiple members on page 66 e Print range To specify the amount of material to print use the Print Range options on the Print menu You can specify the material to print based on the views or using the members Views To print the current view select This View When This View is selected the Options button becomes available so you can set specific print options for this view that are distinct from the rest of the table views To specify more than one view select Some Views To print all views select All Views 60 IBM Cognos Express Advisor Version 10 1 0 User Guide Member Range By default the members included in the print job are those defined by the Print Range views When According to the Print Range is selected click Print Range to specify the members to use for the print job See the same view for multiple members on page 66 for more information To override the According to the Print Range and use the members defined by the_preview select As displayed on the screen and click Preview See Using the Print Preview for more information Add The Add options specify when a Front Page Table of Contents Headers and Footers or a Document Title are added to the print job When these options are selected they are generated at print time To defin
117. nt tab gt Options 2 You can select the following options e Repeat Table Headings By default the row and column headers repeat on all pages of a printed view To prevent the rows from repeating and having only the first page display column and row headers clear the Repeat Table Heading option e Repeat Offspread By default offspread members are repeated on larger views To prevent offspread members from being repeated across all pages clear the Repeat Offspread option e Print Background By default the background of the table is formatted and printed To prevent the background formatting from being included when you print clear this option e Center Table By default the table is center aligned when printed To align the table to the left instead clear this option Indicating color You can select the hue for printing jobs Chapter 3 Using IBM Cognos Express Advisor 65 66 Procedure 1 Click Print gt Options gt Print tab gt Color Settings 2 You can select the following options e Color e Gray Scale e Black and White Specifying the view orientation By default all views print in Portrait mode To change the default orientation for all views select the Print Landscape option on the Print menu Procedure 1 To specify a different orientation for a specific view open the view and set the Print Range gt Views to This View 2 Click the Options and select the orientation for this view only e De
118. o Northern Europe Go Southern Europe GO EUROPE GMBH The function Ratio is available and gives the same result but is not used for the sake of this example See the section General functions on page 44 for an explanation In this example the calculated member was formatted with a sign Procedure 1 Ina view open the calculator Click 1 0 and 0 to enter 100 Click Click Click the member Go Northern Europe Click Click the member Go Southern Europe Click 9 Click 10 Click the member GO EUROPE GMBH 11 Change the name to N S of Europe 12 Click The calculation is added GN Aap wo ND 13 Click x to close the calculator Your table and its calculation look like this Chapter 3 Using IBM Cognos Express Advisor 49 GO EUROPE GMBH 30 023 605 08 70 212 157 14 GO Central Europe 16 217 404 98 22 149 167 43 GO Northern Europe 10 780 331 93 25 809 363 60 gt Southern Europe 3 025 868 18 22 253 625 91 E N 5 of Europe 45 98 68 45 Tit te CD x N S of Europe N S Zof Europe 100 GO Northern Europe GO Southern Europe GO EUROPE GMBH Creating dynamic functions General and statistical functions can be either static or dynamic These calculations automatically change if the member selection changes The static functions do not change once a function is made Dynamic functions are aware of each other If for example a Dynamic Total and a Dynamic Max are a
119. of cells on which you want to perform the data spreading 4 Select one option from the Spreading type menu and one from the Spreading action menu 5 Enter the new data to be spread 6 Exit Data Entry mode Pick lists If you want to perform data entry with predefined values then use pick lists Pick lists are not available by default You have to set up the Xcelerator cube to support pick lists For more information see the IBM Cognos TM1 Developer Guide Procedure 1 Create a view and select dimensions and inspread and offspread members in such a way that you have cells in your view that support pick lists 2 Right click on a cell gt Data Entry 3 Click the pick list menu button and select a predefined value from the list Spreading options There are two methods you can use to spread data across cells and leaves e Type the spreading control codes also called data spreading syntax expressions or shortcuts directly into a cell e Use the Spreading Types and Spreading Action menus from the Spreading Options menu Chapter 4 Data entry 71 72 Data spreading codes Each data spreading control code consists of the following components a method code a data action optional direction indicators and method parameter The letters are abbreviations and indicate the spreading types The signs are optional and indicate the spreading action Consider the following when using spreading control codes e If
120. offspread in the data window A The Select Members dialog box displays showing the parent dimension of the member that you clicked Selected members are highlighted 2 To select a member click its name When you click a member that has children then click the symbol next to the member name all children of the member are automatically selected Click the icon to collapse children of the member under the icon Click Expand All to expand the children of all members Click Collapse All to collapse the children of all members 3 Click Select All to select all members of the dimension Click Deselect All to clear all selections 4 Click All Lowest to select all the lowest leaf members of the dimension 5 To select all the lowest members below a specific parent member click the desired parent member then click Lowest From Chapter 3 Using IBM Cognos Express Advisor 29 Note When using the Select All All Lowest and Lowest From buttons to select members shared members are not selected Selecting members by group If you want to select all members that have similarities you can select those members by group Procedure ie Click a member in the Data Window The Select Members dialog box displays showing the parent dimension of the member that you clicked Right click a member in the Select Members dialog box Select a group by clicking one of the selection options as described in the following table
121. on the Options tab of the Traffic Light dialog box select Exclude when in Offspread Changing traffic light settings You can change the traffic light settings and values Procedure Right click a member name and select Traffic Lights Setting traffic light options You can set several options that change the look and feel of traffic lights Procedure 1 In the Traffic Light dialog box click the Options tab 2 Select the options that you want e Traffic Light Enabled Select this option to enable the selected traffic light condition When traffic light conditions are set clearing this option only removes the traffic light display e Exclude when in Offspread Select this option to not apply traffic light conditions to the inspread area when you drag the member with the traffic light condition to the offspread area e Exclude Calculations Select this option to exclude from traffic light conditions any values that you computed using the calculator e Treat Missing As Zero Select this option if missing values should equal zero e Create Color Ranges Select this option to use colors to indicate the distance of the cell value between the upper and lower value the cell value is e Skip Groups for Ranges When you have stacked dimensions the members of the outer dimensions group the cells in your view In either option the traffic lights affected are based on percentage or standard deviation and data bars If Skip Grou
122. ormance maps enable you to present data by using different sizes and colors The layout of performance maps can be customized to your needs There are several options available All options are available on the Chart Type tab on the Options dialog box Some commonly used options can also be selected by right clicking the performance map Procedure 1 Place two members of a dimension in the first two columns of a table The member in the first column determines the size of the areas of the performance map The member in the second column determines the color of the areas on the performance map 2 Place a dimension in the rows Note Only the first two columns are taken into account when you create a performance map 3 After you have set up the table click Chart gt Performance Map You can now set options for the performance map including options that are specific to performance maps such as Display Caption Fixed Text Size Ordered and Add Hierarchy 4 To display captions for member node items set the Display Captions check box 5 To display uniform text size for all items set the Fixed Text Size check box 6 To display members in the same order as they appear in the rows of the table set the Ordered check box 7 To group items according to the hierarchical structure set the Add Hierarchy check box 8 After you have finished setting options including coloring options click OK Results The performance map a
123. ository You can open a view but you cannot make a new view or save an open view in the Public Folders area unless you have the correct permissions Open Views These are all the views that are currently open The Views dialog box shows the following icons Icon Description Folder icon 5 Package icon EB Open view icon Closed view icon Canvas icon Setting the local views location To change the address of the default folder for Local Views do these steps Procedure 1 2 3 4 5 Click the Views button Click the Location button on the Local Views tab The location is the directory on your PC or on your network where your Folders and Views are stored by default the location is C Documents and Settings lt user name gt My Documents My IBM Cognos Express Advisor Views Change the location as required Click OK Click Close Making a new view folder or canvas You can make a new views folders or canvases Procedure 1 2 Click on the Views button Select where you want to save the view folder or canvas in either My Folders or Public Folders Note You can only make a new view in the My Folders location Click New Choose between e View e Folder e Canvas Chapter 2 Getting started 7 5 6 Type the new name for the item This is the final step to make a view folder canvas You can click on the pull down arrow next to Views button on
124. ouse cursor over a calculated member The tooltip displays the calculation Editing calculations that are visible After creating a calculation you can edit it To change a calculation you will need to open it in the calculator This section explains editing a calculation of a calculated member that is displayed on screen Procedure 1 Right click the calculated member for which you want to change the calculation 2 Choose Calculator The calculation will now appear in the calculator and can be changed 3 When you are ready with your changes to the calculation you can e Activate the changes by clicking the button e Clear the calculation by clicking the C button Chapter 3 Using IBM Cognos Express Advisor 55 56 e Close the calculator by clicking the X button Note You can also change the calculations using your keyboard All buttons of the calculator will respond to the corresponding keys on your keyboard including the Backspace key Editing calculations that are not visible After creating a calculation you can edit it To change a calculation you need to open it in the calculator This section explains editing a calculation of a calculated member that is not displayed on screen A calculated member can be not visible because it is not selected in the view Procedure 1 Right click the view and choose Calculations The Calculated Members dialog box opens 2 Select the calculated member for which you want to change
125. pasting in the Microsoft Excel 8 0 format Changed column width or row height in a view is not supported in the Microsoft Excel 8 0 format Exporting a view to a Microsoft Excel workbook You can export a view to a Microsoft Excel workbook Procedure 1 Right click in a table and click Extra gt Export to Microsoft Excel Workbook The Export to Microsoft Excel Workbook dialog box opens Chapter 3 Using IBM Cognos Express Advisor 41 Export To Excel Workbook 42 Views This View Member Range As displayed on screen Print Range Add Options J Table of Contents IV Dimension Names IV Formatting Repeating Headers IV Offspread MV Row and Column Headers Close 2 Set the options you prefer For an explanation of all the options you can set see Options for exporting to a Microsoft Excel workbook 3 Click Export By default the Microsoft Excel spreadsheet is saved in the My Documents folder The name of the Microsoft Excel Workbook is the same as the name of the view Options for exporting to a Microsoft Excel workbook In the Export to Microsoft Excel Workbook dialog box you can set options Option Purpose Views The Views menu allows you to export This View Some Views If you select this option the Select Views to Print is displayed Select the views you want to export and click OK All Views Member Range The Member Range menu allows you to export the views
126. ppears Setting the performance map options The layout of Performance Maps can be customized to your needs There are several options available All options are available on the Chart Type tab on the Options dialog box Some commonly used options can also be selected by right clicking on the Performance Map The options that are specific to Performance Maps are e Display Captions The Display Captions option determines whether captions are displayed when Parents or Ancestors of the members are selected e Fixed Text Size The Fixed Text Size option changes the size of the text that is shown in the Performance Maps areas to one size With this option turned on the text size is no longer dependent on the size of the areas in the Performance Map For optimal clarity display the captions when you choose Fixed Text Size Chapter 6 Charts 121 122 e Ordered The Ordered option determines in what order the areas in a performance map are displayed By default the chart areas are displayed using an algorithm that makes the areas as square as possible If you select the option Ordered the areas are displayed in the same order as the members in the rows starting at the top left and ending at the bottom right e Add Hierarchy The Add Hierarchy option adds areas around child members if a child member and its ancestor are selected and if the parent of that same child is not selected Procedure 1 Right click the chart and click Option
127. pread for example 1000 in the consolidation cells Press Enter or click outside the cell The value 1000 is entered into the selected cells and divided equally to all leaves of that cell Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code LS 1000 Using Proportional Spread The Proportional Spread option distributes a specified value across selected cells in proportion to the original value This example replaces the highlighted cells with a value of 1000 spread proportionally across the cells and to the leaves of the cells 74 IBM Cognos Express Advisor Version 10 1 0 User Guide Q1 Jan Feb 1 716 873 0000 441 851 0000 320 968 0000 29 343 0000 7 648 0000 3 893 0000 31 005 0000 42 614 0000 30 102 0000 105 527 0000 54 714 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 The result is as follows a1 Jan 694 0000 Feb Mar 1 169 166 0000 275 520 6848 223 817 3770 669 827 938 29 343 0000 7 648 0000 3 893 0000 17 802 0000 376 7876 56 5056 77 6626 242 619 168 8843 54 8599 114 02 454 3281 192 3194 99 7144 162 294 917 975 0000 226 207 0000 195 211 0000 496 557 0000 220 154 0000 41 362 0000 24 536 0000 154 256 0000 Procedure Enter Data Entry mode og ron 7 Select Proportional Spread from the Spreading type menu Select Replace from the Spreading action menu Select the range of cells to
128. product of that multiplication can then replace be added to or be subtracted from the existing cell values This example increases the value of the highlighted cell and all leaves of the consolidation cell by 10 78 IBM Cognos Express Advisor Version 10 1 0 User Guide 29 343 0000 206 746 0000 92 668 0000 249 293 0000 917 975 0000 694 0000 220 154 0000 1 888 560 3000 32 277 3000 227 420 6000 101 934 8000 274 222 3000 1 009 772 5000 763 4000 242 169 4000 Jan Feb Mar 441 851 0000 320 968 0000 954 054 0000 7 648 0000 3 893 0000 17 802 0000 31 005 0000 42 614 0000 133 127 0000 30 102 0000 105 527 0000 54 714 0000 226 207 0000 195 211 0000 41 362 0000 24 536 0000 154 256 0000 Jan Feb Mar 486 036 1000 353 064 8000 1 049 459 4000 8 412 8000 4 282 3000 19 582 2000 34 105 5000 46 875 4000 146 439 7000 33 112 2000 68 822 6000 116 079 7000 60 185 4000 97 957 2000 248 827 7000 214 732 1000 546 212 7000 763 4000 45 498 2000 26 989 6000 169 681 6000 Procedure 1 af wo 7 Enter Data Entry mode Select Percentage Change from the Spreading type menu Select Add from the Spreading action menu Select the consolidation cell for which you want the increase to occur Type the percentage to use when spreading for example to increase the values by 10 enter 10 Press Enter or click outside the cell The value is increased by the percent value for the consolidation cell and
129. ps for Ranges is cleared then the range of values that are found within each individual group of cell derive the traffic lights If Skip Groups for Ranges is selected then the range of values found across all groups of cells derive the traffic lights e Data Bars IBM Cognos Express Advisor Version 10 1 0 User Guide Select this option to enable data bars You can specify the color of the data bars e Symbol Position Set the position of the symbol to the left or right of the value in the cell You can also choose to only show a symbol instead of the value e Use Text Color for Use this option to specify whether the text color also applies to the symbol Example skip groups The next examples show how the option Skip Groups for Ranges affects the traffic lights Skip Groups for Ranges is cleared Year 2000 k Total company Product 1 Product 2 Product 3 Product 4 Product 5 Region A Product 1 Product 2 Product 3 Product 4 Product 5 Region B Product 1 Product 2 Product 3 Product 4 Product 5 Region C Product 1 Product 2 Product 3 Product 4 Product 5 OEN 15 651 192 87 10 614 461 17 8389 492 62 25 459 244 55 DDE 2 649 321 89 2 352 349 03 182 653 54 Hae 3 070 421 21 eee O ea 1 871 587 59 Si 492 405 17 Ms O my 3 805 037 69 A 6 390 524 55 J 214 433
130. r with your secondary mouse button and choose Change Display Name from the pop up menu Click Remove to remove the display name Note To reset all display names to the original OLAP database outline names right click the window and choose Display Names gt Remove All Quick formatting of rows This is an option that controls how the row heights are calculated Be aware though with large tables performance may be inhibited without using this option Procedure 1 2 Right click and choose Options On the Format tab de select Quick Row Formatting Note The height of the entire row is adjusted to accommodate a single changed cell When changing the vertical alignment for individual cells this option should be unchecked Formatting borders and lines Borders can be added to rows columns and cells Borders can be set to all areas in your View The orientation of borders stays the same when you move members on your screen Horizontal borders stay horizontal vertical borders stay vertical Lines and white spaces can also be added To add lines and white space right click a member and select Formatting Procedure ih 2 Right click and click Formatting For a level select Levels For a member select Members Do one of the following e On the Borders tab select the border options that you want e On the Lines tab select the line and white space options that you want Formatting precedence You can control w
131. re that allows a user to apply a color to cells or shapes based on their value view An area within a table or chart including rows columns an offspread area and optionally a drill through pane It shows the data that is stored in the OLAP database Index A Advisor client start 5 alias tables 3 choosing 13 order 14 asymmetric selection 22 audience of document vii audit report 15 automation 102 dynamic selection 103 retrieving data 102 axes 117 118 swapping 118 background 91 cell 14 header 14 background formats 116 C calculations 44 absolute member 52 adding 47 combining dynamic functions 51 cross dimensional 54 delete 58 59 dynamic functions 50 edit visible 55 editing not visible 56 example 47 general functions 44 mathematical functions 46 nesting operations 49 relative member 52 sequence 55 statistical functions 46 viewing 55 Canceling process 28 canvas 1 background image 19 create 16 display options 18 save 17 canvases 6 charts 105 area 107 bar 106 buble 109 changing legends 115 changing types 113 create 112 creating with a table 114 customizing 118 customizing axes 117 118 dial 111 line 107 Copyright IBM Corp 2010 2012 charts continued maps 119 120 on maps 119 overstacked dimensions pie 108 radar 108 range 110 scales 118 scatter 110 selecting 112 selecting members 113 types 105 understanding 105 clipboard paste 39 44 84 coloring performance
132. riteria 9 Click Select to keep the selection 10 Click Close 11 Click OK Results The members that meet the search criteria are shown in the table Finding members by using compare with You can find members by using compare with Procedure 1 Click a member tag in the Table View 2 In the Select Members for window click Find 3 In the Find Members window click Compare with 4 Type the word or part of the word for which you want to search 5 Select the first criteria of the search from the Match list e Member name e Alias name Attributes e Levels e Subsets 6 Select the second criteria of the search from the How list e lt All member names less than the search criteria e lt All member names less than or equal to the search criteria e gt All member names greater than or equal to the search criteria e gt All member names greater than the search criteria 7 Click Find Next or Find All 8 Click Keep Found to clear any members that are not part of the search criteria 9 Click Select to keep the selection 10 Click Close 11 Click OK Finding members by using attributes or properties You can find members by using attributes or properties Procedure AL 2 Click Select Members gt Find In the Find Members window select Search for This option is disabled if there are no properties for the dimension Select Attributes or Properties The options are disabled if there are no attributes or p
133. roperties for this dimension 86 IBM Cognos Express Advisor Version 10 1 0 User Guide 4 Click Find Find Next or Find All Finding members by using multiple search You can find members by using multiple search Procedure 1 Create your first search 2 Select the found members for which you want to search 3 Click Find All Sorting dimensions You can sort a dimension in ascending or descending order while respecting the hierarchy of the dimensions Procedure 1 Click Sort Select from the toolbar 2 Click Sort within Hierarchy If the dimension is sorted the children are sorted underneath their parents 3 To sort within a hierarchy e Click a member to open the Select Members window e Select the Order tab and click the Sort button e Click Sort and select an option When sorting the members in reverse alphabetical order while respecting the hierarchy choose Reverse Sort within Hierarchy from the pop up menu Note Reverse Sort within Hierarchy does not create the exact reverse order of Sort within Hierarchy but sorts the members in reverse order within their parent members Missing data Often data is missing from a table There can be various reasons for this and depending on the reason you can choose to either ignore the missing data or include the missing data as a zero value Ignoring dimensions When ignoring a dimension the influence of this ignored dimension depends on the type of dimension
134. round Style or Level formatting Procedure 1 Right click the member you want to format and select Formatting 2 Select the formatting options that you want Formatting a cell An individual cell can be formatted Procedure 1 Right click the member you want to format and select Formatting gt Members 2 Select the formatting options that you want 94 IBM Cognos Express Advisor Version 10 1 0 User Guide Formatting prefix and display codes You can determine how cell values are displayed The Prefix is left aligned and can be used for such things as currency symbols etc The Display Code can be used to display negative values between brackets or to add a percent sign to the cell values Procedure 1 Right click a member and select Formatting gt Members Note The Display Code can be changed for a style level and or a member The Prefix is only available for member formatting 2 Type the codes that you want The default Prefix is empty Auto and the default Display Code is Auto s To display a percent sign next to the cell value enter the Display Code s To display negative values between brackets enter the Display Code s To add a dollar currency symbol in the prefix enter in the Prefix field Results The formatting options are applied to the displayed view and the printed view Formatting decimal numbers The number of decimal places can be set with formatting options Procedure 1 Fora style
135. rrow buttons To view the next or previous cell for all members click the arrow buttons lt gt on the bottom right of the drill through table 5 GO AMERICAS REGION Products Lanterns T Months Q1 previous next cell previous next cell previous next combination of cells Formatting the drill through table You can change the way the drill through table is displayed by changing its format Procedure 1 Right click the Drill Through table then click Formatting gt Styles 2 Click Drill Through 3 Set formatting options for font type background color borders and so on Modifying columns in the drill through table You can change the position of columns in the drill through table and set display properties for columns Procedure 1 To change the position of a column in the drill through table click the column heading then drag and drop the heading to a new position 2 To set display properties for columns click the Columns button on the drill through table The Drill Through Columns dialog box displays 3 Use the options on the dialog box to e Rename a column e Change the alignment e Change the order of the columns e Show all columns e Hide all columns e Reset all columns 4 Click OK Copying data from the Drill Through table You can copy the rows with relational data to the clipboard Procedure 1 To copy all rows of relational data to the clipboard click the Copy button without selecting any ro
136. rs are ranked Quantity and Return and Allowances Quantity Returns and Allowances E The values of the calculation Rank 2 are determined by the following 1 First the cell values of member Quantity are ranked Chapter 3 Using IBM Cognos Express Advisor 57 2 For the values of member Quantity that are equal for the shown camping goods a second order that uses the member Return and Allowances is made Although the value 10 appears twice for the member Quantity and the shown camping goods these values 10 rank differently This is because the ranking of the member Return and Allowances influences the ranking of the values of the member Quantity This is similar for the value 20 Example multiple arguments in the Rank calculation with changed sign This example shows how to use multiple arguments in the Rank calculation The screenshot show the situation when two members are ranked Quantity and Return and Allowances Quantity Returns and Allowances E Rank 3 Cooking Gear Sleeping Bags Tents ank Quantity Returns and Allowances ve The values of the member Return and Allowances and the shown camping gear have changed their signs from positive to negative The reason for this could be that you want the best selling camping gear with the lowest number of returns to appear high in the ranking Deleting calculations that are visible You can delete calculations that are visible in a view
137. s on page 20 for an explanation of stacked dimensions An asymmetric selection allows you to show only those members in which you are interested IBM Cognos Express Advisor Version 10 1 0 User Guide GO AMERICAS REGION GO ASIA PACIFIC REGION For example if you want to change the products that are shown only for a region you create an asymmetric selection Cooking Gear Lanterns Packs Sleeping Bags Tents Cooking Gear Lanterns Packs Sleeping Bags Tents symmetrical selection Total Year 1 152 019 00 2 276 321 00 Total Year 646 254 00 GO Cooking Gear 1 152 019 00 AMERICAS 3 625 119 00 REGION Sleeping Bags 625 119 00 1 136 221 00 Tents 1 136 221 00 666 976 00 GO ASIA Cooking Gear 666 976 00 PACIFIC 1 116 305 00 REGION Lanterns 1 116 305 00 272 113 00 Packs 272 113 00 195 706 00 Sleeping Bags 195 706 00 356 904 00 Tents 356 904 00 asymmetrical selection There are several ways to create asymmetric selections e Using the Select Members dialog box e Drilling up and down on members while holding the Alt key Using the Select Members dialog box to create an asymmetric selection You can create an asymmetric selection by using the Select Members dialog box Procedure 1 Click the stacked dimension for which you want to create an asymmetric selection The Select Members dialog box is displayed Double clicking or pressing the Alt key when clicking on any of the me
138. s 2 On the Chart Options tab set the performance map options and click OK Results The performance map options appear Setting coloring for performance maps You can change the color options for a Performance Map with the Coloring Mode The Lower Bound and Upper Bound values allow you to specify an interval by using fixed values The Create Color Range option lets you choose to create a blended color range Procedure 1 Click the Options button Select the Chart Type tab Check the Fixed Values option Use the side scroll bar to access the color options GPO UN Change the color options for the Lower Bound Color Mean Color and Upper Bound Color 6 Click OK IBM Cognos Express Advisor Version 10 1 0 User Guide Appendix Using the IBM Cognos Express Advisor URL API Express Advisor Dispatcher enables you to make URL calls that contain parameters in order to open views folders or packages This section provides information about using IBM Cognos Express Advisor Dispatcher If the IBM Cognos Express Service is started you can open IBM Cognos Express Advisor by entering the following URL http lt SERVER LOCATION gt 19300 p2pd servlet dispatch b_action EVService Parameters for the IBM Cognos Express Advisor URL API It is possible to add parameters to the request URL This is done by adding the following to the URL API call amp lt parameter name gt lt parameter value gt For example http
139. s 88 suppressing rows and columns with zero values 89 swapping axes 118 symmetric selection 25 system introduction 1 overview 1 T table 85 theme 12 toolbar 11 traffic lights 98 120 creating 99 data bars 99 options 100 percentage 99 removing 102 settings 100 standard deviation 99 swapping members 100 value 99 U undo 22 URL API parameters 123 using 123 user interface 11 V view 1 connections 6 general description 1 navigation 20 new 5 view folder canvas copying 8 deleting 8 new 7 renaming 8 save 8 views 6 W warning 2 X x axis 117 118 Y y axis 117 118 Z zero values 89 zoom 14 Index 135
140. s Table and Chart 2 To resize the table drag the splitter in the middle of the window Changing the legend in a chart By default a legend is displayed in the chart You can hide or reposition the legend You can also add a title to the legend Tip To hide the legend right click the chart and deselect the Legend option or from the pop up menu click Options and on the Chart Type tab deselect Legend Procedure 1 Right click the chart and then click Options 2 On the Chart Options tab in the Legend Position drop down box click the position of the legend 3 To add a title in the Legend box type a title Click OK to close the dialog box 5 To change the appearance of the legend right click the legend and select the Format Styles tab A 6 Change the legend styles such as font type size and style text and background color and borders 7 After you have finished updating the legend options click OK The legend appears with a title Drilling up or drilling down in a chart You can drill up and drill down to change the focus of your analysis by moving between levels of information Drill up to compare results For example you can examine revenue for a single product and then drill up to see revenue for the entire product line for comparison Drill down to see more detail For example you can drill down to the lowest level item to examine the impact of a single aspect of your business Drilling up
141. s dialog box 2 Click the Headers tab 3 Click one of these Easy Drilling options e No Drill Buttons removes the drill buttons from the inspread members Easy drilling is disabled Chapter 3 Using IBM Cognos Express Advisor 31 32 e Hover Drill Buttons displays drill buttons on members only when you move the pointer over a member name This is the default setting e Permanent Drill Buttons permanently displays drill buttons on inspread members 4 Click OK Options for easy drilling You can specify whether easy drilling expands up or to parents only You can set the following additional options for easy drilling e Expand Up By default when you right click a hover drill button to drill down the children of the member are inserted after the parent member With the option Expand Up selected the children of the parent will be inserted before the parent member instead of after when you right click on the hover drill button button to drill down e Drill Up To Parent Only By default when drilling up on a member the selection one level higher than the level that is selected is displayed With the option Drill Up To Parent Only checked you can drill up to the single parent member of a selection on screen when clicking the hover drill button to drill up Using easy drilling When Easy Drilling is enabled an up and or down arrow displays next to inspread members indicating that you can drill up or down Procedure If you
142. s or columns and not by name Before clicking on a member to insert it into the calculation first switch on the R C button in the calculator This will enable the row column mode Members are inserted relatively until the R C button is clicked again and the row column mode is turned off In the next example a ratio between two products is made The two products to be compared are the first two products in the columns In this example Cooking Gear and Lanterns Procedure In the calculator click R C Click the column Cooking Gear Click Click the column Lanterns Change the name to Compare aah on gt To add the calculation click The added calculation looks like this Products 1 Products 2 IBM Cognos Express Advisor Version 10 1 0 User Guide Cooking Gear Lanterns E Compare 9 828 759 97 12 152 123 14 5 254 369 47 10 315 224 09 9 561 707 89 10 890 318 19 13 484 907 03 21 100 451 76 Tite oD Compare Products 1 Products 2 Results The Calculation shows relative members based on position When changing the products in the columns to Packs and Sleeping Bags the calculation will automatically show the comparison between Packs and Sleeping Bags The selected members change and the calculation automatically shows new results The calculation itself does not have to be changed The view will automatically adapt the calculation to this new selection and display the correct results
143. sk space 10MB Memory 512MB Processor Pentium 4 or higher Color depth 16 bit color or higher IBM Cognos Express Advisor Version 10 1 0 User Guide Chapter 2 Getting started This section tells how to first start IBM Cognos Express Advisor Express Data Advisor is used to produce a model definition from a relational database and Express Advisor is used to analyze the definition For more information about Express Data Advisor see the IBM Cognos Express Data Advisor User Guide Maps can be installed at this time or be installed at a later date Maps give further understanding to geographical or topological data Graphics can be installed for use as background images Graphics can give more emphasis to the information values Starting the Express Advisor client The IBM Cognos Express Advisor client can either be started from the IBM Cognos Express Data Advisor or from a URL link If starting from a URL link each view must be connected to a package and a cube before it can be used Note When you run Express Advisor on Microsoft Windows Server 2008 x64 Edition R2 then you can get the following message An add on for this website failed to run Check the security settings in Internet Options for potential conflicts To solve this you have to add the IBM Cognos Express Server URL to the trusted sites in your internet browser Procedure 1 Select the Welcome to IBM Cognos Express page 2 Select Launch
144. specify how you want the selected members to be sorted The options are e Include Missing Values Use this option to display a list of members that have missing values in the database For example it can be used in your search to include customers who did not buy products or products that did not sell in a given period e Retain Current Selection This option allows you to sort on a member and keep your current selection at the same time e Sort within Hierarchy This option allows you to sort a member in ascending or descending order while respecting the hierarchy of the dimension If the member is sorted the children are sorted underneath their parents In the result the hierarchy of the dimension is not changed Note The Sort within Hierarchy option is only available when sorting in Ascending or Descending order e Add Total at End Use Dynamic Total If you want to display the static total for all members select this option Select the Use Dynamic Total if you want the total to change when the selected members change If the selection contains stacked dimensions the added total has to be dynamic IBM Cognos Express Advisor Version 10 1 0 User Guide Note When you perform a new sort action the total at end will be replaced If you want to keep the calculation rename it Specifying where to retrieve data from The Retrieve Data from section in the Sort amp Select dialog box allows you to specify from what members the data should
145. stomers who did not buy products or products that did not sell in a given period Procedure From the toolbar click Sort Select Click the inspread member you want to sort Select either Ascending or Descending from the Sort field Select the Include Missing Values from the Options field Select the option from the Retrieve Data From field Click OK og oN gt Table formatting Data can be formatted and displayed in many ways Formatting is set in layers that are processed in a specific order from low level general format rules to high level specific rules Every rule in a higher layer concatenates and appends with the rules in lower layers Formatting can be done at the following levels Themes lowest level A theme is a setting with several pre defined colors that changes the look of the client system e Backgrounds Backgrounds are the colors of different areas By default Microsoft Windows background colors are used as set in the Display settings in the Control Panel e Levels Level formatting definitions are concatenated with the formatting defined in Styles Styles Styles define the look of the different areas of a table or chart e Member Formatting Level formatting definitions are concatenated with the formatting defined in Styles e Traffic Lights highest level The next layer is Member formatting where you can specifically point to one or more members and change their formatting options Multiple form
146. t from the Spreading type menu 3 Select Replace from the Spreading action menu 4 Select the cell or range of cells for which you want the same value repeated 5 Enter the value to repeat for example 1000 in the cell 6 Press Enter or click outside the cell The 1000 value is written to all the selected cells 7 Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code R1000 Using Repeat Leaves The Repeat Leaves option copies a specified value to all the leaves of a consolidation cell If the All Leaves spreading type is left unchecked Repeat Leaves updates only those leaves that initially contain a value To force the values into all leaves of a consolidation regardless of their initial value use the All Leaves option The Repeat Leaves option populates all leaves including all members of the offspread This example enters a value to all leaves of a consolidation cell even if the leaf is not visible 76 IBM Cognos Express Advisor Version 10 1 0 User Guide Note In the example the consolidation cells have 21 offspread members that do not show The value of 1000 populates all 21 members and therefore the value 21 000 shows in the leaves of the consolidation cell Q1 Jan Feb Mar 1 716 873 0000 441 851 0000 320 968 0000 954 054 0000 7 648 0000 3 893 0000 17 802 0000 31 005 0000 42 614 0000 133 127 0000 30 102 0000 62 566 0000 105 527 0000 54 714 0000 89 052 0000 917 9
147. ter is specified the views button will be enabled Please note that the view button is available on the toolbar This parameter will only have effect on the user interface if the toolbar is enabled ea theme This parameter specifies the Express Advisor theme property If no theme is specified by Express Advisor the default theme Express will be used Currently the following values are supported e Classic e Ocean e Desert e Forest e Olive e Silver e Sky e Cognos e CognosUI e Express default ea width This parameter determines the width of the IBM Cognos Advisor Control Can be specified in pixels or in percentage If you specify as a percentage make sure the correct URL Encoding is applied For example 50 width is specified as ea width 50 25 If you specify it in pixels enter the number of pixels For example 250 pixels width is specified as ea width 250 ea height Appendix Using the IBM Cognos Express Advisor URL API 125 126 This parameter determines height of the IBM Cognos Advisor Control Can be specified in pixels or in percentage If you specify as a percentage make sure the correct URL Encoding is applied For example 50 width is specified as ea height 50 25 If you specify it in pixels enter the number of pixels For example 250 pixels width is specified as ea height 250 ea controlid This parameter specifies the Express Advisor ea control id property When the dispatcher is calle
148. the data you entered does not start with one of the spreading control codes the Spreading Options menu determines the way in which data is updated When two numbers are needed separate the numbers using a colon e If the entered data starts with a valid spreading control code all options set in the Spreading Options menu are overruled Spreading Control Code Spreading Menu Option Example S lt n gt Equal Spread S 100 LS lt n gt Equal Leaves Spread LS 100 P lt n gt Proportional Spread P100 R lt n gt Repeat R100 LR lt n gt Repeat Leaves LR 100 P lt n gt Percentage Change P 10 Keep lt n gt Percentage of original value keep 90 Increase Inc lt n gt Increase by n percentage change Inc 10 Decrease Dec lt n gt Decrease by n percentage change Dec 10 SL lt n1 n2 gt Straight Line SL100 200 GR lt n1 n2 gt Growth Percentage GR20 80 RP lt n gt Relative Proportional Spread RP100 R lt n gt Relative Growth Percentage R 5 Operands Equivalent spreading action None Replaces original value with specified value lt n gt k Multiplies specified value by 1000 lt n gt m Multiplies specified value by 1 000 000 Add lt n gt Adds a specified value n to the original value Subtract Sub lt n gt Subtracts a specified value n from the original value asterisk All Leaves Valid only when using Equal Leaves Spread or Repeat Le
149. the following e For a style Formatting gt Styles e For a Level Levels e For a member Formatting gt Members 2 Set the horizontal cell alignment to Left Center or Right 3 Set the vertical cell alignment to Top Center or Bottom When changing the vertical alignment for individual cells the option Quick Row Formatting on the Format tab of the Options dialog box should not be checked Formatting column and row size You can change the cell size by column or by row size with the formatting options Procedure 1 Select one of the following e For a style Formatting gt Styles e For a Level Levels e For a member Formatting gt Members 2 Change cell width or height to adjust the column or row The unit of measure can be changed to characters inches or centimeters Note The height of a row must always be high enough to display one line of all the different fonts and sizes in that row Note Using characters will ensure that columns are sized proportionally when the font or font size is changed Displaying names You can change the member name as it is displayed on screen without changing the actual member or alias name in the outline of the OLAP database 96 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure 1 2 Right click a member and choose Change Display Name Type the new display name Note To remove the display name and show the member or alias name again right click the membe
150. the pages will be divided in a page per group based on the most outer dimension that is each product has its own page Follow the same procedure to set the Row breaks for printing using the Row Breaks option on the Options gt Print tab Note When the groups are larger than one page use the Fit to Page option to make each group have its own page Fitting a print job to one page You can force your print job to fit onto a single page When you have a table and a chart on screen the Fit To 1 Page option puts the table and the chart on one page Procedure 1 Select the Print gt Options gt Print tab Fit To Page option When this option is not selected the view uses the number of pages it needs 2 This option must be set for each view By default when a table and chart display on a screen the printed version puts the table and chart on separate pages To force the table and screen onto the same page select Fit To Page Fitting to X by Y pages You can specify the total number of pages to use You do this with the Fit to X by Y option The first value entered is the width in number of pages to use The second value is the length in number of pages Procedure 1 When both the Fit X by Y option is selected and Row or Column Breaks are specified the Row and Column breaks are applied first Then the Fit to X by Y number of pages is used 2 When printing a view as few pages as possible are printed This means when enterin
151. the toolbar to see which views are open views that have changed since they were opened or saved can be recognized by an asterisk Click on a view name to activate the View Renaming a view folder or canvas You can rename views folders or canvases Procedure 1 Click the Views button 2 Select which view folder or canvas you want to rename 3 4 Type the new name for the item Click Rename Deleting a view folder or canvas You can delete views folders or canvases Procedure A 2 3 Click the Views button Select which view folder or canvas you want to delete Click Delete Saving a view or canvas with a different name You can save a view or canvas with a different name Procedure BDO OL PB ONS Click the Views button Select the view or canvas and click open Click the Open Views tab Select the view or canvas to save Click Save As Type the new name of the view or canvas Click OK Copying a view folder or canvas You can copy views folders or canvases Procedure 1 oR wo N Click the Views button Select which view folder or canvas you want to copy Click Copy Select where you want to save the view folder or canvas Click Paste Go back to the last saved view You can always return to the view as it appeared when it was last saved 8 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure 1 Click the Views button 2 Select the view
152. tings for alias tables Note Express Advisor uses unique member names The unique member names are displayed when all alias tables are moved to the Available Alias Tables list Changing the backgrounds of headers and cells You can use gradient backgrounds to change the appearance in headers and cells The headers are the areas in the view that show the names of the dimensions and members The cells show the actual data Procedure 1 Open the Options dialog box 2 Click the Format tab 3 In the Background section you can choose whether you want the cells and headers to use gradient colors Changing the zoom percentage In order to enlarge the view you can set the zoom percentage Only data in the cells can be zoomed into Charts are not affected by changing the zoom percentage The zoom factor is independent of the formatting applied for example the font size Procedure 1 Open the Options dialog box 2 Click the Layout tab 3 Set the Zoom Percentage You can use values from 10 to 400 The default value is 100 Displaying database notes Database notes can be used to display information about the status of the database and its contents The OLAP administrator or supervisor can add database notes to the OLAP Database 14 IBM Cognos Express Advisor Version 10 1 0 User Guide Procedure Right click in a view and choose Extra gt Database Notes The database notes and description will be displayed Addin
153. tity Versions Budget Yersion 1 Channels ALL CHANNELS Products Packs SS ee GO Americas F 143 487 00 GO Asia Pacific 103 275 00 GO Central Europe 89 891 00 GO Northern Europe 59 754 00 GO Southern Europe 16 772 00 In this example we want to include the top two regions for the product packs in the first quarter from the months dimension We are interested only in those regions that sell between 50000 and 90000 dollars In addition we would like to show missing values Procedure 1 Click the Sort Select button on the toolbar The Sort amp Select dialog box displays 2 Specify the following in the Sort amp Select dialog box e Set the Sort option to None e Set the Options to Include Missing Values e Set the Retrieve Data from option to Entire Dimension e Set the Top Bottom option to Top n Members Specify a value of 2 e Specify a Range from 50000 to 90000 38 IBM Cognos Express Advisor Version 10 1 0 User Guide The Sort amp Select dialog box should look like this x Sort Retrieve Data from Apply None C Selected Members C Ascending Entire Dimension Chose C Descending C All Lowest Members Options V Top Bottom IV Include Missing Values Top n Members x 2 4 7 Retain Current Selection V Range Sort within Hierarchy f 50000 t 90000 Add Total at End oe J Use Dynamic Total 3 Click OK The selection of members in the view changes to meet the criteria that we s
154. to Information Centers and include links to the latest technotes and APARs You can also read PDF versions of the product release notes and installation guides directly from IBM Cognos product disks Accessibility features Accessibility features help users who have a physical disability such as restricted mobility or limited vision to use information technology products This product has accessibility features For information on these features see the accessibility section in this document Copyright IBM Corp 2010 2012 Vii Viii IBM Cognos HTML documentation has accessibility features PDF documents are supplemental and as such include no added accessibility features Forward looking statements This documentation describes the current functionality of the product References to items that are not currently available may be included No implication of any future availability should be inferred Any such references are not a commitment promise or legal obligation to deliver any material code or functionality The development release and timing of features or functionality remain at the sole discretion of IBM Samples disclaimer The Great Outdoors Company GO Sales any variation of the Great Outdoors name and Planning Sample depict fictitious business operations with sample data used to develop sample applications for IBM and IBM customers These fictitious records include sample data for sales transactions product
155. to zoom out Use the drop down menu to select a set zoom percentage Go to the First Page in the print preview Go to the Previous Page in the print preview I lt lt q gt Go to the Next Page in the print preview gt l Go to the Last Page in the print preview Close the print preview Using the Print tab on the options dialog box The Options menu contains many tabs for different parts of IBM Cognos Express Advisor The Print tab provides options for defining how to print a View Data Numbers Layout Format Headers Chart Type Chart Options Actions Print Headers and Footers Header Footer Layout I Column Breaks Level fi J Row Breaks Level fi 3 Options V Repeat Table Headings IV Repeat Offspread IV Print Background IV Center Table J Print Audit Report I Fit To Page Fit To 1 Page FitTo fi by fi Color Settings Print in Color Print in Gray Scale Print in Black amp White 62 IBM Cognos Express Advisor Version 10 1 0 User Guide fitd Ht gt gt Page tp ofin gt f IV Print View Notes Before View C After View On Same Page Paper Orientation Default Portrait Landscape Defining Headers and Footers This section explains how to define headers and footers You can insert codes that generate variable data for example Document Name and Page Number
156. toolbar select Options 2 Click the Data tab 3 The default setting is Automatically Retrieve Data De select this option to manually retrieve data 4 Click Get Data 102 IBM Cognos Express Advisor Version 10 1 0 User Guide Dynamic selection A DynaSelect is designed to automate tasks With a dynamic view a View with a DynaSelect tasks can be performed automatically Dynamic views can be used to do such tasks as e Checking sales persons who are behind budget alerts monitoring e Selecting markets with sales values over a certain value value based filters e Printing views listing only products behind budget for each region exception monitoring e Setting up a view that displays the correct data entry cells in the case of forecast or budget entry e Setting up advanced member selections for example all cities with a population of more than 1 million All available functions can be incorporated into a dynamic view Calculations in a dynamic view can be created and deleted again if needed Members can be selected by value Members can be moved from the Offspread area and back Setting DynaSelect There is no programming involved in setting up a dynamic view You can teach views to perform tasks by recording your actions When you have taught your view everything it needs to do you can perform these tasks at the following times e On demand F5 e When opening a view e When printing a view with a Print Range e Wh
157. tor and Thousand separator All information that is necessary to understand the way the current view was created is added to the audit report Procedure 1 On the Data tab of the Options window select Audit Report 2 To view the audit report right click the table and click Extra gt Audit Report The Audit Report dialog box is displayed 3 To reset the audit report click the Reset button on the Audit Report dialog box The list of Undo actions are also reset Dashboards A dashboard is built on a canvas that contains panels The panels contain views that can communicate with each other enabling you to create dashboard applications Chapter 3 Using IBM Cognos Express Advisor 15 The following illustrations shows a dashboard with four panels that contain views L o a 10100 35 732 547 59 10200 15 420 652 45 E 10100 10300 10 284 559 71 18 E 10200 10400 24 693 135 40 E 10300 12 E 10400 fee Ek tex Sil 42 692 882 59 20 016 265 25 E 10100 13 349 003 35 19 E 10200 28 382 714 90 B 10300 13 E 10400 GE t 4 Creating a canvas This section explains you how to create a canvas Procedure 1 On the toolbar click the Views arrow button and then click Create Canvas The new canvas contains one panel For information on how to add more panels to the canvas see Adding panels on page 17 2 You can do the following e To prevent the panel from changing siz
158. try 77 This example replaces the highlighted cells with a straight line range of values Q1 Jan Feb Mar 1 716 873 0000 441 851 0000 320 968 0000 954 054 0000 29 343 0000 7 648 0000 3 893 0000 206 746 0000 31 005 0000 92 668 0000 30 102 0000 249 293 0000 105 527 0000 54 714 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 The result is as follows Q1 Jan Feb Mar 1 511 327 0000 411 146 0000 278 754 0000 821 427 0000 29 343 0000 7 648 0000 3 893 0000 17 802 0000 1 200 0000 300 0000 400 0000 92 668 0000 30 102 0000 249 293 0000 105 527 0000 54 714 0000 917 975 0000 226 207 0000 195 211 0000 694 0000 220 154 0000 41 362 0000 24 536 0000 Procedure 1 Enter Data Entry mode 2 Select Straight Line from the Spreading type menu 3 Select Replace from the Spreading action menu 4 Select the range of cells to which you want the spread to apply 5 Type the start and end values separated by a colon For example to enter a spread that starts at 300 and ends with 500 type 300 500 6 Press Enter or click outside the cell The values from the start to the end values are spread over the leaves of the selected cells The consolidated cell is updated 7 Select Stop Data Entry Mode to exit data entry mode Data spreading code Spreading code SL300 500 Using Percentage Change The Percentage Change option changes the current cell values by a specified percentage The
159. try mode You can still change the selections in the table and navigate through your data 4 Type either a new value directly in any editable cell or press F2 or Enter to make the cursor active in a cell and type the new value Note e Cells that have changed values because of data entry are indicated with a color 5 Click Send Data Spreading Spreading is a process that distributes entered values across a range of selected cells This distribution occurs according to the spreading option that is set Spreading is performed while in Data Entry mode and provides a quick and clear view of how new data affects the values in cells The following spreading options are available e No Spreading Copyright IBM Corp 2010 2012 69 70 Data can only be entered at the lowest level Spreading can not be applied to the cells of a consolidated cell Equal Spread A specified input value to one consolidation cell is distributed to the leaves of the consolidation cell The distributed values are in proportion to the initial value of the leaves A specified input value for a range of cells is distributed equally across the range A specified input value for a range of consolidation cells is distributed equally across the range The values of the leaves of the consolidation cell are changed in proportion to their initial value Equal Leaves Spread A specified input value for one consolidation cell is distributed equall
160. tting of cells members and styles is applied when pasting a table from a view in Microsoft Excel Please note the following when copying a table from a view to an Microsoft Excel spreadsheet Spacing used in member formatting or in the Automatic Group Spacing option on the Headers tab of the options dialog box is not applied when pasting in the Microsoft Excel 8 0 format Microsoft Excel has 32 colors When colors used in the formatted view are not supported in Microsoft Excel these colors will be approximated from the Microsoft Excel color palette when pasting in the Microsoft Excel 8 0 format 3D Borders or 3D lines used in member or style formatting in a view are represented as thin lines when pasting in the Microsoft Excel 8 0 format Icons used in a view are not supported in the Microsoft Excel 8 0 format A drill through pane in a view is not supported in the Microsoft Excel 8 0 format However a drill through pane can be copied and pasted separately The default border styles none and dashed in a view are displayed as default Microsoft Excel borders Members formatted with border style none are displayed with default Microsoft Excel borders Members formatted with the border style dashed are displayed with dashed borders when pasting in the Microsoft Excel 8 0 format An Microsoft Excel Workbook sheet contains a maximum of 256 columns and 65536 rows When a scaling factor is used in a view the scaled values are applied when
161. ws in the table 2 To copy specific rows to the clipboard press and hold the Ctrl key and click each row you want to copy then click the Copy button Chapter 3 Using IBM Cognos Express Advisor 27 Canceling long running processes to an IBM Cognos TM1 9 5 database A cancellation of process is made available for IBM Cognos Executive Viewer when used with IBM Cognos TM1 9 5 About this task IBM Cognos TM1 version 9 5 has a cancel feature that can cancel long running processes During a process in IBM Cognos Executive Viewer the following notice can appear Please wait while the operation is in process To cancel the operation press the Escape key Procedure To cancel the operation press the Escape key Members The selected members determine the data that is displayed The charts also are dependent on the selected members Initial member selection When a database is initially opened one dimension is placed on the columns and one dimension is placed on the rows This is referred to as the inspread selection All other dimensions are placed in the offspread area In the following image the members CAMPING EQUIPMENT and Total Year are part of the inspread selection The dimension Sales Plan Measures Quantity is part of the offspread area w B S views Save View Connect Sales Plan Measures Quantity Total Year CAMPING EQUIPMENT 5 635 934 00 When a database is opened IBM Cognos
162. y all available rows and columns in the data Window table enter 0 for both Rows and Columns Choosing Alias Tables You can choose between available alias tables in a view You do this via the Choose Alias Tables dialog box Procedure 1 To open the Choose Alias Tables dialog box either e Right click the view tab and choose Database gt Choose Alias Tables or e Right click a cell in the view and choose Extra gt Choose Alias Tables 2 In the Choose Alias Tables dialog box move the alias tables from the Available Alias Tables list to the Selected Alias Tables list Changing the order of stacked alias tables If there are multiple alias tables available in the database you can change the order in which the alias tables are used Chapter 3 Using IBM Cognos Express Advisor 13 The following rules apply for the assignment of aliases to member names e The order in which the tables in the Selected Alias Tables list are used is from top to bottom e If an alias table has no alias defined for a member the next alias table in the Selected Alias Table list will be used e The member name is used if there is no alias for that member in any of the selected alias tables Procedure 1 Open the Choose Alias Tables dialog box 2 Use the up and down buttons to change the order in which the alias tables are used This enables you to use combinations of alias tables to assign aliases to member names 3 Click OK to confirm the set
163. y to the leaves of the consolidation cell The distributed values are spread equally across the leaves A specified input value for a range of consolidation cells is repeated across the range The distributed values are spread equally across the leaves for each consolidation cell Repeat A specified input value for a range of cells is copied to all cells across the range A specified input value for a range of consolidation cells is copied to all cells across the range The values of the leaves of the consolidation cell are changed in proportion to their initial value Repeat Leaves A specified input value for a consolidation cell is copied to all leaves of the consolidation cell The specified value can be either copied to all leaves of the consolidation cell or to only those leaves that contain values by using the All Leaves spreading action Percentage Change The initial cell value is multiplied by the specified percentage The product of that multiplication can then replace be added to or be subtracted from the existing cell value Straight Line A range of cells is populated by a linear interpolation between a start value and an end value If applied to a range of consolidation cells then the interpolation happens on the consolidation cells The leaf cells are changed in proportion to their initial value Growth Percentage A range of cells is populated by a percentage change interpolation The initial value is sequent
164. ying and pasting data to a spreadsheet You can copy and paste from a view to Microsoft Excel Procedure 1 Right click a table in a view 2 Click Extra gt Copy to Clipboard if you only want the data to be copied If you also want the member names and the names of the set dimensions to be copied click Copy with Headers 3 In Microsoft Excel do one of the following e Click Edit gt Paste to paste the table in Microsoft Excel 8 0 format while retaining the formatting e Click Edit gt Paste Special then select the desired format to paste the table without formatting Note When pasting in Microsoft Excel 8 0 format only the displayed offspread dimensions are pasted When pasting in a different format all dimensions visible hidden and ignored are pasted Chapter 3 Using IBM Cognos Express Advisor 43 Pasting special formats in Microsoft Excel 8 0 format You can paste the contents of the clipboard in another format For example if you do not want the Express Advisor formatting to be applied select Edit gt Paste Special and select the SYLK format Note that when pasting in Microsoft Excel 8 0 format only the displayed Offspread dimensions are pasted When pasting in a different format all dimensions visible hidden and ignored are pasted Calculations The calculator enables you to create calculations The basic functions include multiplication division addition and subtraction
165. you want to reload and click Reload 3 After clicking Reload the view gets reloaded Viewing properties of a view folder package or canvas You can view properties of views folders packages or canvases Procedure 1 Click the Views button 2 Select the view folder package or canvas of which you want to view the properties 3 Click Properties Chapter 2 Getting started 9 10 IBM Cognos Express Advisor Version 10 1 0 User Guide Chapter 3 Using IBM Cognos Express Advisor In this section you will find information about using IBM Cognos Express Advisor User interface and appearance The user interface consists of a toolbar an inspread and offspread section and an area where the table and the chart are displayed To switch between views you can use the tab bar You can change the appearance by setting gradients or by zooming in on data You can change the appearance of IBM Cognos Express Advisor by setting e The theme e Gradient backgrounds Toolbar ms k roy H HUIS sia E ei ie Offspread Views Save View Connect Print Undo Redo Calculator Sort Select Table Bar Dimensions Options roducts TOTAL PRODUCTS Channels ALL CHANNELS Versions Budget ersion 1 Sales Plan Measures Quantity Q1 Q2 Inspread Totar company 10 102 428 00 17 324 647 00 GO AMERICAS REGION 2 371 521 00 2 512 961 00 O ASIA PACIFIC REGION 3 113 056 00 3 947 855 00 EE TOTAL COMPANY GO EU

IBM Cognos Express Advisor Version 10.1.0: User Guide

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