IBM Cognos Analytics: Author Reports Fundamentals (v11.0)



This course provides professional report authors an opportunity to learn report building techniques using relational data models in IBM Cognos Analytics 11. Techniques to enhance, customize, and manage professional reports will be explored through demonstrations and exercises which will illustrate and reinforce key concepts.


  • Authors
  • This intermediate course is for Professional Report Authors


You should have:

  • Knowledge of your business requirements
  • Experience using the Windows operating system
  • Experience using a Web browser

Learning Objectives

  • Overview of the reporting application
  • List reports
  • Using filters
  • Crosstab reports
  • Presenting graphical data
  • Using prompts
  • Using calculations
  • Report building techniques
  • Conditional formatting
  • Drill-throughs
  • Report layout enhancements�

While class exercises are performed within a Cognos Analytics v11 environment, our expert instructors can provide guidance on all versions and their differences.

Course Outline:

1. Introduction to the Reporting Application

  • Author Reports and its interface
  • Different report types
  • Create a simple, sorted, and formatted report
  • Explore how data items are added queries

2. Create List Reports

  • Format, group, and sort list reports
  • Options for aggregating data
  • Create a multi-fact query
  • Create a report with repeated data

3. Focus Reports Using Filters

  • Create filters to narrow the focus of reports
  • Examine detail and summary filters
  • When to apply filters on aggregated data

4. Create Cross-Tab Reports

  • Format and sort crosstab reports
  • Convert a list to a crosstab
  • Create crosstabs using unrelated data items

5. Present Data Graphically

  • Create charts containing peer and nested columns
  • Present data using different chart type options
  • Add context to charts
  • Create and reuse custom chart palettes
  • Introduction to visualization
  • Present key data in a single dashboard report

6. Focus Reports Using Prompts

  • Identified various prompt types
  • Use parameters and prompts to focus data
  • Search for prompt types
  • Navigate between pages

7. Extend Reports Using Calculations

  • Create expressions using functions
  • Add run-time information to the reports
  • Create expressions using functions

8. Use Additional Report Building Techniques

  • Enhance report design with report objects
  • Reuse objects within the same report
  • Share layout components among separate reports
  • Discuss report templates
  • Choose options to handle reports with no available data

9. Customize Conditional Formatting

  • Create multi-lingual reports
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports
  • Conditionally format one crosstab measure based on another

10. Drill-Through from One Report to Another

  • Let users navigate from a specific report to a target report
  • Pass parameter values to filter the data in drill-through targets
  • Navigate through multiple reports

11. Drill Through Definitions

  • Parameter-driven drill through
  • Dynamic drill through
  • Setup package-based drill through definitions
  • Step scope
  • Use the Drill-Through Assistant

12. Enhance Report Layout

  • Force page breaks in reports
  • Modify existing reports structures
  • Apply horizontal formatting
  • Specify print options for PDF reports
  • Format data and report objects

13. Overview of IBM Cognos Analytics

  • IBM Cognos Analytics and Financial Performance Management (FPM)
  • IBM Cognos Analytics components
  • IBM Cognos architecture at a high level
  • IBM Cognos groups and roles
  • How to extend IBM Cognos Analytics