WEBVTT 00:00:00.000 --> 00:00:04.000 music 00:00:04.000 --> 00:00:08.000 music 00:00:08.000 --> 00:00:12.000 Hi. I'm Max Chartier with computing services, and this is Cognos basics. 00:00:12.000 --> 00:00:16.000 In this video, you'll learn a little bit about what Cognos is, 00:00:16.000 --> 00:00:20.000 how to navigate within Cognos, and how to run a report. 00:00:20.000 --> 00:00:24.000 Let's get started. 00:00:24.000 --> 00:00:28.000 Training workbooks are available on our website, at 00:00:28.000 --> 00:00:32.000 wou.edu/datawarehouse. What is Cognos? 00:00:32.000 --> 00:00:36.000 Cognos is a web-based reporting tool from IBM. 00:00:36.000 --> 00:00:40.000 With Cognos, we can create and run reports using the data 00:00:40.000 --> 00:00:44.000 from the data warehouse. Currently, our data warehouse is populated 00:00:44.000 --> 00:00:48.000 with information from Banner. Every night at midnight, a process 00:00:48.000 --> 00:00:52.000 runs that pulls all the new information from Banner into the data warehouse. 00:00:52.000 --> 00:00:56.000 Information such as new students, course registrations, and 00:00:56.000 --> 00:00:60.000 financial transactions. Cognos uses the same security structure as 00:01:00.000 --> 00:01:04.000 Banner, so if you can see student data in Banner, you can see it in Cognos. 00:01:04.000 --> 00:01:08.000 If you try running a Cognos report that contains data that you don't have 00:01:08.000 --> 00:01:12.000 access to, you'll receive an error message. If you don't already have access 00:01:12.000 --> 00:01:16.000 to Cognos, you'll need to request to have an account created for you through the 00:01:16.000 --> 00:01:20.000 business office. Let's get into Cognos. 00:01:20.000 --> 00:01:24.000 If you have Banner access, you should already 00:01:24.000 --> 00:01:28.000 have a Cognos button on your Portal homepage. 00:01:28.000 --> 00:01:32.000 Mine's up here in the top bar. 00:01:32.000 --> 00:01:36.000 Click on the Cognos button. 00:01:36.000 --> 00:01:40.000 Cognos will open in a separate tab, or window, 00:01:40.000 --> 00:01:44.000 depending on what browser you're using. If you don't see the projection data warehouse on 00:01:44.000 --> 00:01:48.000 this initial Cognos screen, that means you don't have access to Cognos yet. 00:01:48.000 --> 00:01:52.000 Cognos works just like any other website. Links and 00:01:52.000 --> 00:01:56.000 menus. Click on the Production Data Warehouse 00:01:56.000 --> 00:01:60.000 to get into production. There's an existing library of reports 00:02:00.000 --> 00:02:04.000 organized in folders by department or functional area. 00:02:04.000 --> 00:02:08.000 In the upper right hand corner of this list 00:02:08.000 --> 00:02:12.000 you'll see blue arrows. This is letting me know there are additional pages. 00:02:12.000 --> 00:02:16.000 If I just click on this right arrow, I can see more folders. 00:02:16.000 --> 00:02:20.000 Then I can go back by clicking on the left arrow. 00:02:24.000 --> 00:02:28.000 As I mentioned, reports are organized into folders. I can just 00:02:28.000 --> 00:02:32.000 click on a folder, say, finance, and now I'm in the finance folder. 00:02:32.000 --> 00:02:36.000 Folders can have sub-folders, as you can see at the top of the list here. 00:02:36.000 --> 00:02:40.000 These items at the bottom are reports. 00:02:40.000 --> 00:02:44.000 You can see this little icon with the letters 00:02:48.000 --> 00:02:52.000 create websites. Because Cognos is web-based, reports display 00:02:52.000 --> 00:02:56.000 as web pages, so this icon is just telling me that this is a report. 00:02:56.000 --> 00:02:60.000 Above the listing here, is what we call a 'bread crumb trail'. 00:03:00.000 --> 00:03:04.000 It tells me what folder I'm in, then I can follow 00:03:04.000 --> 00:03:08.000 these bread crumbs out, back to the Production Data Warehouse. 00:03:08.000 --> 00:03:12.000 So if I click on 'Production' here, I'm back at the top 00:03:12.000 --> 00:03:16.000 level folder. 00:03:16.000 --> 00:03:20.000 Let's run a report. 00:03:20.000 --> 00:03:24.000 For this demonstration, I'm going to use a tutorial data warehouse, so I don't 00:03:24.000 --> 00:03:28.000 show any student information on the video. 00:03:28.000 --> 00:03:32.000 So I'm going to click on the 'Academic Affairs' folder, to get into that 00:03:32.000 --> 00:03:36.000 folder. Then I'm just going to click 00:03:36.000 --> 00:03:40.000 on the report 'Class Roster by CRN'. 00:03:44.000 --> 00:03:48.000 Most reports require input, or parameters, in order to 00:03:48.000 --> 00:03:52.000 continue. This allows the report to filter down to 00:03:52.000 --> 00:03:56.000 exactly the information that you want to see. 00:03:56.000 --> 00:03:60.000 This report has two input parameters: 'term', and 'CRN'. 00:04:00.000 --> 00:04:04.000 For 'term', I'm going select 00:04:12.000 --> 00:04:16.000 Cognos was thinking just then, because it's filtering the CRN list by 00:04:16.000 --> 00:04:20.000 only CRNs that are applicable to that term. 00:04:20.000 --> 00:04:24.000 So now if I toggle the CRN drop-down box, 00:04:24.000 --> 00:04:28.000 I'm going to select the CRN of '11037'. 00:04:28.000 --> 00:04:32.000 Now that I've selected my input 00:04:32.000 --> 00:04:36.000 parameters, I'm going to go down to the bottom of the page, and click the 'Finish' 00:04:36.000 --> 00:04:40.000 button. 00:04:48.000 --> 00:04:52.000 Here's our class roster. 00:04:52.000 --> 00:04:56.000 In the bottom left-hand 00:04:56.000 --> 00:04:60.000 corner of the page, you'll notice two links: 'page down' 00:05:00.000 --> 00:05:04.000 and 'bottom'. This is telling me there's more information 00:05:04.000 --> 00:05:08.000 to this report. Additional pages of students. 00:05:08.000 --> 00:05:12.000 So if I click 'page down' 00:05:12.000 --> 00:05:16.000 there's more students on the class roster. 00:05:16.000 --> 00:05:20.000 Now, if I wanted to print this class roster 00:05:20.000 --> 00:05:24.000 I'd have to print each page individually. 00:05:24.000 --> 00:05:28.000 Cognos makes this a little bit easier. 00:05:28.000 --> 00:05:32.000 In the upper right-hand corner of the page, we'll see that HTML icon again. 00:05:32.000 --> 00:05:36.000 If I click on that, it opens up a drop-down menu. 00:05:36.000 --> 00:05:40.000 The second option on that list is 00:05:44.000 --> 00:05:48.000 that, Cognos re-runs the report, with the same 00:05:48.000 --> 00:05:52.000 input parameters, but instead of displaying it 00:05:52.000 --> 00:05:56.000 as a web page, it'll display it as a PDF. 00:06:00.000 --> 00:06:04.000 You can see here, I have a three-page PDF that I can print. 00:06:08.000 --> 00:06:12.000 I can also run this report directly 00:06:12.000 --> 00:06:16.000 to an Excel spreadsheet. 00:06:16.000 --> 00:06:20.000 Again, in the upper right-hand corner 00:06:20.000 --> 00:06:24.000 of the page, we have our PDF button which replaced the 00:06:24.000 --> 00:06:28.000 HTML button. If I click that PDF, it opens the drop-down 00:06:28.000 --> 00:06:32.000 menu again, and the very bottom option on that list 00:06:32.000 --> 00:06:36.000 is 'View in Excel Options', which opens up an additional 00:06:36.000 --> 00:06:40.000 level to the drop-down menu 00:06:40.000 --> 00:06:44.000 and I'm going to select the second option, which is 00:06:48.000 --> 00:06:52.000 Again, Cognos is going to run the report with those input parameters 00:06:52.000 --> 00:06:56.000 and create an Excel spreadsheet. Depending on 00:06:56.000 --> 00:06:60.000 your browser, you might get a notification at the bottom of the screen, like I did 00:07:00.000 --> 00:07:04.000 here, asking me if I want to open it. Chrome 00:07:04.000 --> 00:07:08.000 will have a tab at the bottom of the screen 00:07:08.000 --> 00:07:12.000 where the file has already been downloaded. So if I click 'open' 00:07:12.000 --> 00:07:16.000 here's my class roster in an Excel spreadsheet. 00:07:20.000 --> 00:07:24.000 From here, I can save the spreadsheet, remove columns, add 00:07:24.000 --> 00:07:28.000 calculations, etcetera. If I minimize 00:07:28.000 --> 00:07:32.000 Excel, I can still see the report in PDF format. 00:07:32.000 --> 00:07:36.000 If I want to get back to the 00:07:36.000 --> 00:07:40.000 academic affairs folder, I can either hit this arrow 00:07:40.000 --> 00:07:44.000 at the top right-hand corner of the screen, or just the back button on my browser. 00:07:44.000 --> 00:07:48.000 And then I'm ready to run another report. 00:07:48.000 --> 00:07:52.000 This concludes Cognos basics. 00:07:52.000 --> 00:07:56.000 If you have any questions, or need additional assistance, please contact 00:07:56.000 --> 00:07:60.000 a member of the Data Warehouse Team. Future training videos 00:08:00.000 --> 00:08:04.000 will teach you how to build your own ad-hoc reports in Cognos. 00:08:04.000 --> 00:08:08.000 Thank you for watching WOU Tech TV. 00:08:08.000 --> 00:08:12.000 music 00:08:12.000 --> 00:08:13.000 music