Cognos10 for Beginner's Part I

8/4/2019 Cognos10 for Beginner's Part I

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Creating Sales Analysis Model

Cognos 10 BI Framework Manager

Beginners Guide Part I

Provided By: BISP Created By: Mitesh Agrawalhttp://bispsolutions.wordpress.com Reviewed By: Amit Sharmahttp://learncognosreports.wordpress.com/ Team BISP

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Cognos 10 BI Framework Manager Beginners Guide Part I| http://learncognosreports.wordpress.com | BISP

This is another document from Cognos for Beginners Series. The documents

briefs about basic of Cognos Framework Manager and the steps to build the Data

Model for Sales Analysis reports in Framework manager. Join our professional

training program to learn from the experts.
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Table of Contents Overview of Framework Manager.....4 Introduction to Framework Manager.5 Planning Your Metadata....7 Contents of Framework Manager .8

o Project .9o Metadata Model10o Namespaces11o Data Sources...12o Query Subject..13o Query Item..14o Relationship....15o Package...16

Architecture to Framework Manager..17 Design and create Project18 Create a project...19 Framework Manager : View...32

o Physical View32o Business View..37o Presentation View.46

Create Relationship..50 Adding Business Rules in Framework Manager..........52 Modeling Relational Metadata..60 Creating Dimension Objects For OLAP- Style Reporting.........66

o Create a Regular Dimension...66o Create a Measure Dimension.....84

Create and Publish Package........87

Validation to Data Model....94 Apply Security in IBM Cognos Framework Manager...100

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Cognos 10 Framework Manager: Overview

Framework Manager (FM) explains how we can create a project, data source

connection and publishing a package.

Framework Manager (FM) is the metadata modeling tool for creating and

managing business-related metadata for use in reporting and analysis.

Cognos 10 Framework Manager: Introduction

Introduction to Framework Manager- Framework Manager is a metadata modeling tool for

managing access to all existing data sources and creating a common business model for the

entire organization. Using Cognos Framework Manager, the metadata modeler ensures the

BI system delivers consistent information across the enterprise for all BI capabilities.

What is Framework Manager-

Framework Manager is a Metadata Modeling Tool. A Model is a business representation of the information in one or more data sources. A model is the metadata layer, that is imported from one or more data sources. Framework Manager is used to create packages, which are used for reporting and

analysis of business requirement.Cognos 10 Framework Manager: Welcome Screen Page

Features of Framework Manager-

Represents both relational and dimensional data. Provides a dimensional representation for relational data sources. Governs data for any BI capability, from simple ad hoc reporting to deep

multidimensional analysis.



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Allows modelers to create conditional SQL syntax.

Planning your Metadata: Do you and the report authors agree on the reporting requirements? Does the data source contain the data and metadata that you need? Does the same data exist in more than one source? Which data source tables are the fact tables, which are the dimensions, and which

are both fact table and dimension? What are the keys and attributes of each dimension? Which relationships are required? Do any required tables contain embedded dimension information other than

foreign keys? Are there multiple relationship paths between tables?

Cognos 10 Framework Manager: Contents

For work in Framework Manager, you should know the following entities-

Project Metadata Model Namespaces Data Sources Query Subject Query Item Packages

This Screen shows different objects of Framework Manager, which is specified through rectangular

box.



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What is Project-

A project is a set of data models, packages and related information. It is designed in Framework Manager to organize the metadata. It contains objects for reporting according to business rules. A single project can span many data sources or tables.

What is Project Files- A project folder contains the project files (.cpf ) and .xml file that define the project.

Examine the Project Files Location-

:\ProgramFiles\IBM\CognosDeveloper\webcontent\samples\models\oracle\great_outd

rs_sales

What is Metadata Model-

A Metadata Model is a collection of metadata that is imported from a database.



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A Metadata model describes the query subject ( i.e; tables) ,query item ( i.e;columns) within query subject, other objects and relationship in the database.

It provides a business view of the information in the data source, so report authorsand query users create reports and generate queries.

Metadata Model: Workflow

What is Namespace-

Namespaces are containers like folders. A namespace uniquely identifies query items, query subjects and other objects. You import different databases into separate namespaces to avoid duplicate names.

You can create a namespace in Framework Manager if you want to have two objectsthat have the same name in a project.

What is Data sources-

A data source supplies the information that is helpful to connect to a database. The data source connection specifies the parameters that is needed to connect to a

database. Data Source must be defines before create data models and import metadata. A data source defines the one or more physical connection to a database. Data sources are stored in the Cognos namespaces and must have unique names.

Types Of Data Sources- Microsoft SQL Server Data Sources. Microsoft Analysis Services Data Sources. ODBC Data Sources. Oracle Data Sources. IBM DB2 OLAP and Hyperion Essbase Data Sources. Native Metadata (refer to objects such as models, packages and queries that are

based on an OLAP Data Source). IBM Cognos cubes. XML Data Sources .



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What is Query Subject-

A query subject is the basic building block in Framework Manager. A query subject is a set of query items that have an inherent relationship. Each query subject that is based on relational metadata is defined by an SQL

statement that describes how to retrieve data from the data source. Each query subject that is based on multidimensional metadata represents a

hierarchy in the data source. You can use Framework Manager to modify query subjects to optimize and

customize the data that they retrieve.Query Item

What is Query Item

Query items are contained within a query subject or dimensions. For report authors, query items are the most important objects for creating reports. A Query Item is the smallest piece of the Model that can be placed in a report. Query Item represents the each column in the table. Query Item represents a single characteristic such as a date, product name, and

region name etc.

What is Relationship-

A relationship describes how to create a relational query for multiple objects, such asdimensions and query subjects. Without relationships, these objects are isolated setsof data.

Relationship exist between two query subjects.

Types of Relationship-

One-to-one - one-to-one relationship occurs when one instance of data in a querysubject relates to exactly one instance of another. For example ,each student has onestudent number.

One-to-many or zero-to-many - one-to-many or zero-to-many relationship occurswhen one instance of data in a query subject relates to many instances of another.For example , each teacher has many students.

Many-to-many - many-to-many relationship occurs when many instance of data in aquery subject relates to many instances of another. For example ,many students havemany teachers.



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Cardinality-

The cardinality of a relationship is the number of related rows for each of the twoquery subjects. The rows are related by the expression of the relationship; usually refers to theprimary and foreign keys.

Detecting Cardinality from the Data Source

When importing from a relational data source, cardinality is detected based on a set of rulesspecified by the modeler. The available options are:

Use primary and foreign keys.

Use matching query item names that represent uniquely indexed columns.

Use matching query item names.

Packages

A package is a subset of the query subjects and other objects defined in theproject.

A package contains query subjects, whose SQL defines the query items andrelationships that the package retrieves.

To create and manage packages, you can:

Modify a Package select, hide, unselect.

Specify Languages what languages will the report authors be able to see.

Set Governors set data retrieval limits. Explore packagesidentify what is hidden, selected/unselected in a package.

View package inclusion select an object and identify which package (s) it hasbeen included in,

Publish the package to the Cognos BI portal, so that report authors can use the

metadata for creating reports and ad hoc querying.

We can create a several packages from the same project, with each package meeting

different reporting requirements.

Architecture to Framework Manager



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Design and Create object

Know your data and the structure of the data sources.

Work with report authors to understand business reporting requirements.

Identify project structure.

Create

Create a project .

Import the required metadata.

Organize-

Organize objects to create a physical view of the metadata.

Crate a Project

Steps to create a Project-

Go to StartAll ProgramsIBM Cognos BI Developer EditionIBM Cognos

Framework Manager



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Type User ID and Password in the corresponding block for authentication. If you

provided password during the installation, then write password here , otherwise keep it

blank and click OK.

In the selected language page, select the design language for the project and click

OK.



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Import Metadata: Workflow

Import metadata from relational database.

To import Meta Data, select Meta Data source and click Next on Metadata Wizard

Page.



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Select a data source connection, if you have created previously and click next. If you

didnt create data source connection then, create a new data source connection by click on

New button.

New data source wizard page appear, it helps you to create a new data source and click

Next.

Specify a name and location and click Next. The description and screen tips are optional.



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Specify a Type for the connection of this new data source.

Now from Type: drop down list will appear, select the Microsoft SQL Server (SQL 2005

Native Client) database and for Isolation level, click the default object gateway check box

and click Next.

Specify a server name (which is same as full computer name) ,Data base name.

NOTE- To see the Server Name, follow the steps given below-

Go to Start->My Computer->Properties->Computer Name.



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Now select a Sign on check box and type the User ID= sa and Password, then click on

Test the connection.

Click on Test, for make up the database connection.



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If the path specified here is correct and the status is succeeded, then Press Close.

Following screen will be display the database connection, now Press Close.

Press Finish.

Select the data source for creating metadata model and press Next button.



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Select the check boxes for the object, which you want to import and click Next.

The Metadata Wizard Page will appear, it will help you to create different relationship

between the tables, which you have selected .Select criteria for create relationship and click

import.



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The Metadata Wizard Page will show you that the import process has been completed, now

press Finish button.

Cognos10 for Beginner's Part I

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