cognos_development_guidelines_and_standards v1.2

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COGNOS Development Standards and GuidelinesVersion : 1.2

TCS Confidential

Table of Contents1 Naming Conventions........................................................................................................4 1.1 Impromptu Catalog....................................................................................................4 1.2 Impromptu Reports....................................................................................................4 1.3 PowerPlay Models and Cubes...................................................................................5 1.4 Visualizer...................................................................................................................5 1.5 KPI Business Pack.....................................................................................................5 1.6 Upfront.......................................................................................................................5 1.7 Access Manager.........................................................................................................5 1.8 Environment...............................................................................................................5 1.8.1 Developer Workstation Directory Structure.......................................................5 1.8.2 Server Directory Structure..................................................................................6 1.9 Visual consistency.....................................................................................................6 1.10 Formating.................................................................................................................6 2 Impromptu.........................................................................................................................8 2.1 Catalog.......................................................................................................................8 2.1.1 Dimension Folders..............................................................................................8 2.1.2 Fact Folders.........................................................................................................9 2.2 Drill Through Reports..............................................................................................10 2.2.1 Report Components..........................................................................................11 3 PowerPlay.......................................................................................................................12 3.1 Data Sources............................................................................................................12 3.1.1 Dimensions.......................................................................................................12 3.1.2 Facts..................................................................................................................12 3.2 Models......................................................................................................................12 3.2.1 Level Properties................................................................................................14 3.2.2 Number of Dimensions.....................................................................................15 3.2.3 Number of Levels/Categories...........................................................................15 3.2.4 Number of Measures.........................................................................................15 3.2.5 Incremental Build..............................................................................................15 3.2.6 Compressed Cubes............................................................................................15 3.2.7 Cross-Tab Caching ...........................................................................................15 3.2.8 Cube Groups (Detail & Summary)...................................................................15 3.2.9 Data Source Properties......................................................................................15 4 Visualizer........................................................................................................................16 5 KPI Business Pack..........................................................................................................17 6 Upfront............................................................................................................................18 7 Access Manager..............................................................................................................19 8 Design Guidelines...........................................................................................................20 8.1 Common Dimensions...............................................................................................20 8.1.1 Required Dimensions........................................................................................20 8.1.2 Optional Dimension..........................................................................................21 8.2 Performance.............................................................................................................21 9 Miscellaneous Tips & Techniques..................................................................................22 9.1 Nth Percentile Calculation.......................................................................................22 -2TCS Confidential

9.1.1 Quartile in MS-Excel........................................................................................22 9.1.2 Implementation in Impromptu..........................................................................23 9.2 V% / Vprime Calculation.........................................................................................25 9.3 Cumulative Trends...................................................................................................25 9.4 Alerts........................................................................................................................25 9.5 Partitioning...............................................................................................................25 9.6 Oracle ......................................................................................................................28 9.6.1 Fetch Settings ...................................................................................................28 9.6.2 Numeric Formats .............................................................................................29 9.7 General.....................................................................................................................29 9.7.1 Currency Conversion........................................................................................29 9.7.2 Fiscal Calendar..................................................................................................29 9.7.3 Dimension Hierarchy........................................................................................30 9.7.4 Modality............................................................................................................31 9.7.5 Company...........................................................................................................32

-3TCS Confidential

1 Naming ConventionsIn order to be able to leverage the excellent features of Cognos suite, a strict naming convention needs to be adhered to. This will allow for optimal drill across and drill thru to functionality. All file names should be in lowercase (with _ separator) to simplify the UNIX case sensitivity issues. All other names (i.e. Impromptu Folders, Dimension Levels) should be Mixed Case with a space separator.

1.1 Impromptu CatalogBelow are the naming convention used for existing Catalogs. General naming convention is to use project prefix to all the objects Genesis projects should use the following names for the catalogs: genap genar genbom gengl geninv genmfg genom genpo genwip Accounts Payable Accounts Receivable Bills of Material General Ledger Inventory Manufacturing/Finance Order Management Purchase Orders Work in Progress

Any additional catalogs will have the same convention, , followed by 2-3 characters that descript the functional area the catalogs are designed for.

1.2 Impromptu ReportsReport names should use the following convention: genap_aaaa_dim Where the Dim signifies a dimension or structural query for eventual use in building a PowerPlay model. The aaaa is a description corresponding to the dimension. Examples could be Modality or Product. genap_aaaa_fact Where the Fact signifies a transactional query for even eventual use in building a PowerPlay model. The aaaa is a description corresponding to the transaction data. Examples could be Orders or Sales. Above two naming convention are used for IMR files used to generate iqds genap_aaaa_drill Where the Drill signifies a drill through report. The aaaa is an description corresponding to the function of the report. Impromptu Query Definition files should always be created from and IMR and use the same naming conventions. Under no circumstances are .iqd files to be edited independently from the Impromptu .imr source file./Framwork query subject -4TCS Confidential

Impromptu Query Definition files are created using Report Net Framework Manager model for all new Projects. If Reportnet Framework Manager cannot support any requirements which was supported in Impromptu. BI Operations team will investigate and take up this with Cognos Support

1.3 PowerPlay Models and CubesModels will follow this naming convention. Use the module name as above (project name), followed by an alpha name that will briefly describe the intended audience. Edw_ar_agingGENAP_BAL Balances Owed. which would be for Genesis Accounts Payable,

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