Cognos Finance Tips & Techniques Part I Aimee Sousa Cognos.
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Transcript of Cognos Finance Tips & Techniques Part I Aimee Sousa Cognos.
Cognos Finance Tips & Techniques
Part I
Aimee Sousa
Cognos
CF Security
• Master Password – C8 security– Access Manager security
• V7.4 MR1 integrated with Cognos8– Add groups, roles, users to CF– http://server_name/cognos8/cgi-bin/cognos.cgi– No backward capability
Dimension Attributes
• All dimensions can have user-defined attributes
• Can sometimes replace a component dimension• Can be used in Account calculations -
@IN(DIMNAME.ATTRNAME “ID1” “ID2”)– replaces CT and CLASS in account calcs
• Can provide greater flexibility and information in reports
@IN Calculation
Reporting on Attributes
• Attributes can be used in reporting for analysis with the use of system defined filter functions:
• @ATEXT
• @LIST
• @GROUP
• @TOTLIST
• @TOTAL
Item Selection
• Exchange
• Attributes
• Dependencies
• Libraries– Loaded/Embedded– Static/Dynamic
Dependencies
• Increases the efficiency of maintaining reports
• Updates reports automatically when new items added to database
• CF remembers item relationships better than the report author remembers
Saving Libraries
• Done on any Item selection screen– Saves selections and calculations– Can be loaded on any item selection screen that
allows multiple selections
• Done from Select Option– Row libraries– Column libraries– Saves selections, calculations and formatting
Loading Libraries
Embedding Libraries
• Retrieve the current version of the library selections each time the report is loaded
• Only valid for row, column, and page libraries
Static v. Dynamic
• Static – does not change – Items loaded once– Selections remain as they were when loaded until
manual intervention
• Dynamic – changes– library contents, and therefore selected items, can
change based on changes in Define Items (hierarchy or attributes)
Load v. Embed
• Reading/Retrieving library– Load = Define / create
• Can be dynamic– Dependencies
– Embed = Runtime• Can be dynamic
– Dependencies
– Links
Linked
• References the name of a library– Allocation table– Extract module
• Interpreted at runtime (dynamic)
Allocation Libraries
Cognos Finance, moving forward.
Q & A