COGNOS USER GROUP July 24, 2019 Agenda BICC Updates- Kelsie - - PowerPoint PPT Presentation

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COGNOS USER GROUP July 24, 2019 Agenda BICC Updates- Kelsie - - PowerPoint PPT Presentation

Sep 29, 2023 9 likes •319 views

COGNOS USER GROUP July 24, 2019 Agenda BICC Updates- Kelsie Newberry New Position Overview Zach Yater Boiler Insight Metadata HR and Finance - Monique Rawles Hardcoded filters for over 1,000 Sue Wilder Cognos How

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COGNOS USER GROUP

July 24, 2019

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Agenda

  • BICC Updates- Kelsie Newberry
  • New Position Overview – Zach Yater
  • Boiler Insight Metadata HR and Finance - Monique Rawles
  • Hardcoded filters for over 1,000 – Sue Wilder
  • Cognos How To - Josh Newberry
  • Data Cookbook Cognos Portal – Sarah Bauer
  • Q&A
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BICC Updates

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Cognos Resources

  • Upcoming Cognos Tool Trainings
  • COG 301 - Cognos Analytics Authoring Lite - 8/27
  • COG 101 - Cognos Analytics Navigation - 9/9
  • COG 401 - Cognos Analytics Authoring - 10/7 & 10/8
  • COG 111 - Cognos Analytics Scheduler - 10/21
  • Cognos Resources Page
  • Prompt Blank Row Workaround
  • Creating a Cognos Schedule Video
  • Located on the Cognos reporting tool training page
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WHO DO I CONTACT?

Boiler Insight

Data Questions/Issues: Data-related questions/issues should first be directed to your supervisor. Email: Finance: treasreporting@purdue.edu GM: spsrept@lists.purdue.edu HR: HR Data Request Form

Student

Data Questions/Issues: Data-related questions/issues should first be directed to your supervisor. Email:

CognosStudentHelp@purdue.edu

BICC

Reporting Tool Questions/Issues: Cognos tool issues - error messages, unexpected behavior, etc. Email:

BICC@purdue.edu

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New Features Security Best Practice

  • Best Practices Document
  • Creating reports, dashboards, or stories using new

features

  • Example - uploading a file to use in a data module and

then building a report from that module

  • Reference for how to secure “new features” content that

contains upload file, data set, and/or data module

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BI Consultant

Zach Yater

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TECHNICAL SKILL ENGAGEMENT INSIGHTS

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How to accomplish?

Build Skills

▪ Help with onboarding ▪ Provide resources – Videos, Articles, Best Practices

Develop Community

▪ Involved in user groups and advisory ▪ Communication & Resources

Improve Infrastructure

▪ Usage Statistics ▪ Testing methodology ▪ Database modifications

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What are my goals?

▪ Content Expert – Cognos – Tableau ▪ External Engagement – Evangelize Purdue Data – Bring outside knowledge in

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Boiler Insight Metadata

HR & Finance

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Boiler Insight Metadata HR and Finance

  • Field Metadata
  • HR updated - June, 2019
  • Finance updated - June, 2019 (more to come)
  • Metadata Report - standard report (Team content > Boiler Insight >

Standard Content)

  • Content Metadata
  • HR and Finance updated - June, 2019
  • BI Content Catalog - standard report (Team content > Boiler Insight

> Standard Content)

  • HR Data Training
  • Documentation published on the Cognos Resource page
  • Finance Data Training
  • Documentation - coming soon
  • Other Resources
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Hardcoded filters for

  • ver 1,000
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THE BASICS: HARD CODE 1,000+

[Student Detail].[Student].[ID] in (‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’) Or [Student Detail].[Student].[ID] in (‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’) Or [Student Detail].[Student].[ID] in (‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’, ‘123456789’)

  • Individual unit is '123456789',
  • Each group <1000
  • Note: These are plain quotes, remove autocorrect for smart quotes
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EXCEL CELL FORMAT TO ADD PUNCTUATION

"'"000000000"', "

  • Double Quote, Single Quote, Double Quote
  • Zero = Placeholder for Numbers(s)
  • Double Quote, Single Quote, Semicolon, SpaceBar,

Double Quote

  • Remove autocorrect for smart quotes, these need to

be plain quotes

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IN EXCEL AFTER FORMAT CHANGE

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CHANGE LIST TO PARAGRAPH IN WORD

  • Paste as text
  • Replace ^p with nothing. (Removes hard return)
  • This is case sensitive.
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PARAGRAPH FORMAT IN WORD

'123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789',

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FINALIZE FORMAT IN WORD

  • Add Package/Table/Column info
  • Add 'in', 'or', and parenthesis
  • Use Word Count in to keep groups <1000

[Student Detail].[Student].[ID] in ('123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789') Or [Student Detail].[Student].[ID] in ('123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789') Or [Student Detail].[Student].[ID] in ('123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789', '123456789')

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PASTE TO COGNOS FILTER AND CHECK FORMAT

If problems, check for matching and correct

  • Parenthesis ( )
  • 'or', 'in'
  • Quotes (straight quotes, not smart quotes)
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TIME SAVER

  • Add file description at top of file
  • Save
  • If same group is needed at another time:
  • If same package and table, just cut and paste
  • Use word Replace function to replace current source information with

new source

  • i.e., replace 'Student' table with 'Academic' table to use same list

against an academic table

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Cognos How To

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Visually Grouping Without Using Grouped Columns

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Through Use of Count/MOD function and Conditional Formatting

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Count Vs Count Distinct

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Running-Count Vs Running-Count Distinct

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All Counts Together

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MOD Function

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Data Cookbook Cognos Portal

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Community Feedback

Questions?

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THANK YOU

Sue Wilder Monique Rawles Leslie Rody Sabrina Tanner Julie Jang Katie Hendryx Kelsie Newberry