Tips for Beginning Cognos Report Studio Authors

March 19, 2015

Cognos 10, Report Authoring

Live Demos of Techniques

Beginning Cognos Report Studio Authors

Learn the fundamentals of professional report authoring with IBM Cognos Report Studio. This webinar is perfect for those just getting started with the platform, or for colleagues new to the team who need to get up to speed on building reports for your organization.

Albert Valdez, Vice President of Learning Solutions for Senturus, provides a number of live demonstrations using the latest Cognos version 10.2.2*:

  • How to use templates and predefined data items to build various types of reports
  • Working with the layout framework in Report Studio to create freeform reports
  • Building user-friendly reports with interactive prompts and drill-through reports

*Techniques shown are applicable to all versions of Cognos BI.

Recommended Audience

BI Report Authors, BI Report Consumers, BI Power Users (Developers, Support Staff), BI Managers, IT Managers, IT / BI Executives (CTO), Business Executives (CEO), Financial Analysts, Marketing Analysts, Marketing Managers / Directors


IBM COGNOS BI, Cognos Workspace Advanced, Cognos Report Studio, Cognos Active Report


Albert Valdez
Vice President of Learning Solutions
Senturus, Inc.

Albert has spent the last 15 years as a technical trainer focused on business intelligence and performance management. Before joining Senturus, he was a Senior Education Specialist at Cognos for five years. He is an IBM Cognos Certified Trainer and has his lifetime CTT and certification from CompTIA. Since 2007, Albert has acted as a Senior Consultant, Solutions Architect and Director of Education for Senturus.


What is IBM Cognos Report Studio?

  • Browser-based Professional Authoring Tool
  • Supports Sophisticated Report Design
    • Advanced Layouts (Dashboard-style Reports)
    • Interactive Reports (Sophisticated Prompting and Drill-Through)
  • Supports Advanced Data Manipulation
    • Full Access to Common, Database, Macro, and Dimensional Functions
    • Advanced Query Design (Joins, Sets, Query References)
  • It doesn’t have to be complicated.
    • Drag-and-drop Graphical User Interface
    • The base of most reports is usually pretty straight forward.
  • What Resources are Available?

Live Demonstration of Fundamental Report Authoring Techniques

  • Buidling a report with prompts
  • Creating a job/scheduling reports
  • Report bursting
  • Detail filter expressions
  • Use templates and predefined data items
  • Create reports with freeform layout.
  • Build user-friendly reports with interactive prompts and drill-through
  • Rapidly Adaptive Visualization Engine (RAVE)
    • Currently only available for Active Reports.
    • The RAVE technology is not based upon pre-defined chart types, but rather on a visualization language(vis JSON). It uses the Grammar of Graphics approach to describe and define new visualizations.
    • New visualizations are available through a simple download from the new Extensible Visualization Community on IBM AnalyticsZone.
      • Report authors can browse through a continually increasing range of visualization options in the community.
      • Cognos Administrators download visualization files from the community.
    • Extensible visualizations that have been uploaded into the BI system will appear as new visualization types in Report Studio.
    • Using an extensible visualization in an Active Report provides a number of advantages over the existing static charts that are used today.
      • Data can be filtered and/or selected based on actions that the user does in the Active Report.
      • Animation from filtering the data in the visualization using a variety of transition effects provides a visual cue to the user of the change that occurred.
    • Extensible visualizations in Active Reports does not replace the existing static charts that are in use today.

      • Both can be used in an Active Report.
  • Active Reports Target Audience
    • Executives
      • Easy-to-use high level information while in the office or remote.
    • Remote Professionals
      • Access to critical business information while on the road.
    • Internal Consumers
      • Where responsiveness is inconsistent or slow, Active Reports can serve as interactive Dashboards and as drill-through sources to additional information.
  • IBM Cognos Active Report Authoring
    • What skills are required to create Active Reports?
      • Experienced Professional Report Authors
    • Leverages the same Report Studio authoring interface.
      • However, also requires new skills to leverage new features.
    • Significant, compelling new interactive controls available in Active Reports that are NOT possible with standard reports.
    • Awesome Resource: Active Reports Cookbook
      • http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html
  • IBM Cognos Active Reports For Mobile Consumers
    • Active Reports are an effective way to deliver content to Mobile users.
      • The Active Reports can reside on the device for disconnected access.
      • New Active Report controls in Report Studio are designed specifically for iPad interface (Iterator controls support “swipe” gestures).


Demonstrate New Visualization Capabilities for Active Reports: The 10.2.2 RAVE Engine

  • Business Analytics and Professional Authoring
    • Report Studio is a professional authoring tool that leverages a metadata package, allowing us to create reports.
    • Metadata is produced using IBM Cognos Framework Manager, and is based on one or more physical data sources.
    • A well-designed architecture makes authoring more effective and less labor-intensive.
      • Less data manipulation.
      • Easier to identify and understand.
      • Better query performance.
      • More stable and reliable results.
  • Good Data Architecture = More Effective Reporting
  • Business Process Dimensional Model – Example
    • Orders Fact
      • Customer Dimension
      • Product Dimension
      • Territory Dimension
      • Date Dimension

Cognos Training Options: Senturus Education Solutions

  • Cognos Training Options
    • We offer 20 live instructor-led online Cognos training.
    • Senturus offers private training that can be tailored to your needs.