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New Features in Query Studio Guideline Product(s): IBM Cognos Business Intelligence

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New Features in Query Studio Guideline Product(s): IBM Cognos Business Intelligence
Guideline
New Features in Query Studio
Product(s): IBM Cognos Business Intelligence
Version 8.4
Area of Interest: Reporting
New Features in Query Studio
2
Copyright
Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC
is an IBM Company. While every attempt has been made to ensure that the
information in this document is accurate and complete, some typographical
errors or technical inaccuracies may exist. Cognos does not accept
responsibility for any kind of loss resulting from the use of information
contained in this document. This document shows the publication date. The
information contained in this document is subject to change without notice.
Any improvements or changes to the information contained in this document
will be documented in subsequent editions. This document contains
proprietary information of Cognos. All rights are reserved. No part of this
document may be copied, photocopied, reproduced, stored in a retrieval
system, transmitted in any form or by any means, or translated into another
language without the prior written consent of Cognos. Cognos and the
Cognos logo are trademarks of Cognos ULC (formerly Cognos Incorporated)
in the United States and/or other countries. IBM and the IBM logo are
trademarks of International Business Machines Corporation in the United
States, or other countries, or both. All other names are trademarks or
registered trademarks of their respective companies. Information about
Cognos products can be found at www.cognos.com
This document is maintained by the Best Practices, Product and Technology
team. You can send comments, suggestions, and additions to
[email protected]
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New Features in Query Studio
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Contents
1
INTRODUCTION ............................................................................................ 4
2
SAVE USER PREFERENCES (MY PREFERENCES) ........................................... 4
2.1
2.1.1
2.2
2.2.1
2.3
2.3.1
DEFAULT DATA DISPLAY..........................................................................................4
Applying a Default Data Display Preference ..........................................................4
DEFAULT TEMPLATE ...............................................................................................5
Applying a Default Template ...............................................................................5
DEFAULT FILTER DIALOG FOR VALUE SELECTION ............................................................5
Setting a Default Filter Dialog for Value Selection ..................................................5
3
SORT OR FILTER WITHOUT ADDING A COLUMN.......................................... 6
3.1
3.2
3.3
FILTERING WITHOUT ADDING A COLUMN ......................................................................6
USING THE CONTEXT MENU TO COMBINE FILTERS...........................................................7
USING THE CONTEXT MENU TO SORT ..........................................................................8
4
ENHANCED TEXT FILTERS............................................................................. 9
4.1
4.1.1
4.2
4.2.1
4.2.2
4.2.3
PASTE VALUES FROM THIRD PARTY APPLICATIONS ..........................................................9
Pasting Values from a Word Processor Document..................................................9
ENHANCED TYPE-IN TEXT FILTERS ........................................................................... 10
Exactly Matches............................................................................................... 10
Starts With, Ends With and Contains .................................................................. 10
Matches SQL pattern........................................................................................ 11
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New Features in Query Studio
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1 Introduction
This document discusses the following Query Studio new features available with the
IBM Cognos 8.4 release:
•
•
•
Save User Preferences (My Preferences)
Sort or Filter without Adding a Column
Enhanced Text Filters
2 Save User Preferences (My Preferences)
Found
a:
•
•
•
in the Manage File menu, the new My Preferences option allows users to set
Default data display
Default filter dialog for value selection
Default template
2.1 Default Data Display
The options available here are the same options as displayed under the Run Report
Menu. The difference is that changing it in the Run Report menu only changes it for
one report whereas changing it in the My Preferences section applies the setting to
all reports created after the change. The bullet points below re iterate the available
options.
• Run with All Data – run the report normally
•
Preview with Limited Data – run a preview of the report. This option is
intended to operate with Framework Manager Design Mode Filters which
allow the modeler to define a subset of data for preview.
•
Preview with No Data – do not run the report until the user presses the Run
Report with All Data toolbar button.
If an administrator has configured the default data retrieval at the system level as
outlined in the Administration and Security Guide, the Default Data Display option
will not be available to the Query Studio user. This is by design to ensure that the
default configured by the administrator cannot be overridden by the user.
2.1.1
1.
2.
3.
4.
5.
6.
7.
8.
9.
Applying a Default Data Display Preference
Open Query Studio with the GO Sales (query) package.
Open the Manage File menu.
Select the My Preferences option.
Set the Default data display to Preview with No Data.
Click OK to close the dialog.
Open the Insert Data menu.
Open the Inventory (query) folder.
Open the Inventory query subject.
Insert Opening inventory into the report.
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The report executes and returns data even though the Default data display has
been set to Preview with no data. This is because the actual report was created
before the change to the My Preferences\Default data display.
10. Click the new report toolbar button.
11. Repeat steps 6 through 9.
The report executes and returns a prototype report. In order to run the report
and display the actual data, click the Run Report with All Data toolbar button.
2.2 Default Template
This “My Preferences” option allows a user to select a personal default template.
Setting this option will override the system wide option implemented as per the
Administration and Security Guide, Change the Default Query Studio Template
section.
2.2.1
Applying a Default Template
1.
2.
3.
4.
5.
6.
Open Query Studio with the GO Sales (query) package.
Open the Manage File menu.
Select the My Preferences option.
Check the Apply a Template option.
Click the Select a template link.
Select the Great Outdoors Template located under \Cognos\Public
Folders\Samples\Sample Template\.
7. Click the OK to close the My Preferences pane.
2.3 Default Filter Dialog for Value Selection
In order to provide a user with more control over prompt types, Query Studio now
provides the following four choices for the Default filter dialog for value selection
preference:
• Default
• Pick values from a list
• Search for values
• Type in values
The Default setting will display a pick list unless the Framework Manager model
specifies a different prompt type. If the prompt type has been set in Framework
Manager, the user preference is ignored.
2.3.1
1.
2.
3.
4.
Setting a Default Filter Dialog for Value Selection
Open Query Studio with the GO Sales (query) package.
In the data tree, open the Sales (query) folder.
Open the Product query subject.
Insert Product line into the report.
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New Features in Query Studio
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5. Filter on Product line. The filter dialog is displayed in the pick list style user
interface.
6. Click Cancel.
7. Open the Manage File menu.
8. Select the My Preferences option.
9. In Default filter dialog for value selection, select Search for values.
10. Click OK to close the dialog.
11. Filter on Product line again. The filter dialog is displayed in the search style
user interface.
3 Sort or Filter without Adding a Column
In previous versions of Query Studio, a user could filter or sort on a column not
displayed in the report by adding the column, applying the filter and then removing
the column. The addition of a new context menu in this version of Query Studio now
allows a user to sort or filter via a right click context menu.
3.1
Filtering without Adding a Column
1.
2.
3.
4.
5.
6.
7.
Open Query Studio with the GO Sales (query) package.
In the data tree, open the Sales (query) folder.
Open the Product query subject.
Insert Product line into the report:
Close the Product query subject.
Open the Sales query subject.
Insert Quantity into the report. The report should now display as illustrated
below.
8. In the data tree, close the Sales query subject.
9. Open the Time Dimension query subject.
10. Right click on Year to display the dialog box illustrated below.
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11. Select the Filter for report… and enter the following filter criteria.
12. Click OK. The report runs with the new filter. The report should now display
as per the screen capture below.
3.2
Using the Context Menu to Combine Filters
The context menu can be used in combination with the Combine filters dialog box to
create new filters. With this approach a user can create filters without having to
leave the Combine filters dialog or (if default data display is set to All) run the report.
1. Using the same report, click on the Filter icon in the filter text as illustrated
below to display the Combine filters dialog box.
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New Features in Query Studio
2. With the Combine filters dialog still open, in the data tree, close the Time
dimension query subject.
3. Open the Order methods query subject.
4. Right click on Order Method
5. Select Filter for Report …
6. Select several values and Click OK to close the filter dialog.
3.3 Using the Context Menu to Sort
Sorting works essentially the same as applying a filter form the context menu.
Using the same report from the previous section:
1.
2.
3.
4.
5.
In the data tree, close the Time Dimension query subject.
Open the Product query subject.
Right click on Product line code.
Select the Sort for report…
Sort Descending as illustrated below.
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New Features in Query Studio
6. Click Ok to run the report. When the report completes, it should display as
follows.
4 Enhanced Text Filters
This version of Query Studio adds two very handy new filter options. These are:
• Paste values from third party applications
• Enhanced type-in text prompts
4.1 Paste Values from Third Party Applications
Users often have data values, product names, stock ticket symbols and other
information stored in third party applications such as Word documents and
Spreadsheets. The new Query Studio type-in filter user interface now makes it
possible to use the paste functionality to provide these third party values to the
Query Studio filter.
4.1.1 Pasting Values from a Word Processor Document
1. Open a Word Processor and enter the following values each on a separate
line in the document:
• Dante
• Edge Extreme
• Hibernator
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New Features in Query Studio
•
2.
3.
4.
5.
6.
7.
8.
10
Maximus
Select these values and Copy them to the Windows clipboard.
Open Query Studio with the GO Sales (query) package.
Create a new report with \Sales\Product\Product name.
Select Product name in the report.
Press the Filter toolbar button.
Select Type in values.
Paste the values into the left hand text entry control as illustrated by the
following screen capture.
9. Click on the Insert button.
10. Click OK to run the report.
4.2
Enhanced Type-In Text Filters
To allow the Query Studio maximum flexibility in creating type-in text filters, the filter
user interface has been greatly enhanced. The following options are now available
for type-in text filters:
• Exactly matches
• Starts with
• Ends with
• Contains
• Matches SQL pattern
4.2.1 Exactly Matches
This option functions much like Query Studio type-in filters in previous releases and
is equivalent to an equals or in ( ) filter. The only new option is the ability to paste
values from third party applications which was discussed earlier in this document.
4.2.2 Starts With, Ends With and Contains
These options function as per their label. Starts With filters data that starts with the
criteria. Ends With filters data that ends with the criteria and Contains filters data
that contains the criteria.
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1.
2.
3.
4.
5.
Open Query Studio with the GO Sales (query) package.
Create a new report with \Sales (query)\Product\Product name.
Select Product name in the report.
Press the Filter toolbar button.
Select the Type in values link located at the top right hand side of
Filter(Search for values) dialog box.
6. Within the Operations drop down box, select Starts with.
7. Enter a (in lower case) as the Value.
8. Click OK to run the report. No data is returned as the filters are case
sensitive.
9. Change the filter to Start with A.
10. Run the report. All Product names which start with A are returned.
4.2.3 Matches SQL pattern
This feature leverages the pattern matching capabilities of the Relational Database
Management System (RDBMS) engines by allowing users to utilize the SQL standard
Like operator and wildcard meta-characters % (percent sign) to match 0, 1 or more
characters and _ (underscore) to match any single character. Unlike the SQL Like
operator, Query Studio allows you to specify multiple patterns, sort of a like/in
combined.
1.
2.
3.
4.
5.
6.
Open Query Studio with the GO Sales (query) package.
Create a new report with \Sales(Query)\Product\Product name.
Select Product name in the report.
Select Type in values.
Select the Operation Matches SQL pattern.
Enter the following values:
• A%
• B%a
• %C%y%
• F_r%
7. Run the report. The table below displays the data returned and the filter
matching criteria.
Product name
Filter Matching Criteria
Aloe Relief
A% matches any string that:
• starts with <A> followed by
• <any number of characters>
Astro Pilot
Auto Pilot
Bella
B%a matches any string that:
• starts with <B> followed by
• <any number of characters>
followed by <a>
Canyon Mule Carryall
%C%y% matches any string that:
• starts with <any number of
characters> followed by
• <C> followed by
Canyon Mule Climber Backpack
Canyon Mule Cooler
Canyon Mule Extreme Backpack
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Canyon Mule Journey Backpack
Canyon Mule Weekender
Backpack
Cat Eye
Firefly 2
Firefly 4
Firefly Charger
Firefly Climbing Lamp
Firefly Extreme
Firefly Lite
Firefly Mapreader
Firefly Multi-light
Firefly Rechargeable Battery
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•
•
•
<any number of characters>
followed by
<y> followed by
<any number of characters>
F_r% matches any string that
• Stars with <F> followed by
• <Any single character>
followed by
• <r> followed by
• <any number of characters>
Fly UP