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COGNOS 8 BICase Study to be used for

Hands-on Sessions

2007, Cognizant Technology Solutions. All Rights Reserved.The information contained herein is subject to change without notice.

C3: ProtectedC3: Protected

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About the Author

Created By: Janarthanan Gopi

ID: 150605

Credential

Information:

2 Years of experience in COGNOS, Published a paper in IBM

COGNOS support link

Version and V.1.0

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Case Study Overview

Introduction:

This case study is developed to ensure that the candidate is exposed to

practical implementation of various reporting techniques in cognos within the

business requirement and specifications provided to them.

The case study is based on a manufacturing company Great Outdoors

that is using cognos as their OLAP reporting tool. The Management requires

reports on various parameters in order to control, forecast and change the

business policies.

Before starting the case study gather good knowledge on the reporting

best practices and coding standards. As there are no design specification like

fonts , Chart types etc. are provided, It is your choice to choose them based on

best interest of the Users.

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Case Study Sales reporting for Great Outdoors

Mr. John, Head of sales and marketing division, Great Outdoors has decided to

provide reports on various parameters to himself and his subordinates

(Managers, Supervisors) in order to streamline the sales division.

A Package called Go Sales and Go Retailers has been published for this

purpose which holds all the enterprise data in the sales division.

Create a job that runs on a Monthly basis which provides reports to officers at 2

levels of mana ement. Schedule this ob in the schedule mana er.

1. Head of the division

2. Middle level manager

rea e a s an a one repor or uperv sors a can e run on e r w s .

Note: Provide date Month prompts and required filters in all the three

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reports

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Business Requirements

Requirement for various levels:

Requirement for the Head of the division:

The Head of the Division will be looking for a comprehensive view of the

operations. Create a multi page PDF report, where each page corresponds to a

particular Product line.

The first page of the report must have a list containing the product line and all

the metrics given below. Place a bookmark on the Product line so that it

traverses to the desired product line page

1. For product types show the trend in Revenue vs Gross profit

2. For roduct t es show the trend in Planned revenue vs Actual revenue

3. Show the Quantity for each product type in each sales territory

4. Show the Revenue for each product type in each sales territory

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. ace a st at t e ottom o t e w t pro uct type an a t e metr cs a ove.

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Requirement for Middle level Managers:

The managers would like to see the data with all the details attached to it.

Main report:

Product type, Order method, Quantity, Revenue, Gross profit.

Place the drill on product type

Page set grouped on product line

Summarize the metric columns

Filter on order method for Email, Telephone and web.

Drill Report:

, , , , .

Summarize the metric columns

Note: Burst the Main report on sales territory and save the output to enable

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t e managers to v ew terr tory spec c ata

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Requirement for Supervisors:

The supervisors would like to see very detailed report on the handling of

.

prompts where the user chooses the product to see its details

Specification:

Prompt page with Month (display user friendly names),Product line and Product

Type as value prompts. The user should be able to select only one product line

and cascade it with the product type so that product type of only the product

ine c osen s ou e isp aye in t e ist ox.

The report page should consist of following columns:

Country, Product Name, Revenue, Quantity and Return Quantity

Group columns that repeat, Sort and summarize accordingly. Place group

headers wherever required.

Highlight the row if a product has return Quantity with red color

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Highlight the revenue column alone with yellow if revenue is less than 1000$

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Allow time for questions from participants

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Summary

On Completion of this case study you will be able to

Implement business requirements as per the specifications

Understand various reporting techniques such as Bookmarks, Drill

through, Conditional formatting, cascading prompts etc.

.

Know how to create and schedule Jobs.

Implement practical ideas in the reports.

Understand the best practices and coding standards.

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References

Cognos Support site

ognos e orms

Official guides for report studio and other studios

White papers published by IBM Cognos

Disclaimer: Parts of the content of this course is based on the materials available from the Web sites andbooks listed above. The materials that can be accessed from linked sites are not maintained byCognizant Academy and we are not responsible for the contents thereof. All trademarks, service marks,

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an ra e names n s course are e mar s o e respec ve owner s .

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