Transcription
IBM Cognos WorkspaceVersion 11.0User GuideIBM
Product InformationThis document applies to IBM Cognos Analytics version 11.0.0 and may also apply to subsequent releases.CopyrightLicensed Materials - Property of IBM Copyright IBM Corp. 2010, 2016.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.IBM, the IBM logo and ibm.com are trademarks or registered trademarks of International Business Machines Corp.,registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or othercompanies. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” atwww.ibm.com/legal/copytrade.shtml.The following terms are trademarks or registered trademarks of other companies:v Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks ofAdobe Systems Incorporated in the United States, and/or other countries.v Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the UnitedStates, other countries, or both.v Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or itsaffiliates. Copyright IBM Corporation 2010, 2015.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.
ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiChapter 1. Understanding Cognos Workspace . . . . . . . . . . . . . . . . . . . 1Starting Cognos Workspace . . . . . . .Logging on . . . . . . . . . . . .Logging off . . . . . . . . . . . .The user interface. . . . . . . . . . .Getting Started page . . . . . . . . .Application bar . . . . . . . . . .Workspace . . . . . . . . . . . .Content pane . . . . . . . . . . .Widgets . . . . . . . . . . . . .Actions menus. . . . . . . . . . .Features available to different capabilities. . .Specifying the features available to capabilities. 1. 1. 1. 2. 2. 3. 3. 3. 5. 7. 8. 10Chapter 2. Creating workspaces . . . . . . . . . . . . . . . . . . . . . . . . . 13Adding IBM Cognos content . . . . . . . . .Report content . . . . . . . . . . . . .Active Report content . . . . . . . . . . .PowerPlay content . . . . . . . . . . . .Cognos TM1 content . . . . . . . . . . .IBM Cognos Navigator . . . . . . . . . .Searching for content . . . . . . . . . . . .Refining IBM Cognos search results . . . . . .Adding toolbox widgets . . . . . . . . . . .Adding an action button widget . . . . . . .Adding a button filter widget . . . . . . . .Adding an image widget . . . . . . . . . .Adding a My Inbox widget . . . . . . . . .Adding an RSS feed widget . . . . . . . . .Adding a select value filter widget . . . . . .Adding a slider filter widget . . . . . . . .Adding a text widget . . . . . . . . . . .Adding a web page widget . . . . . . . . .Tabbed workspaces . . . . . . . . . . . . .Adding a tab . . . . . . . . . . . . . .Renaming a tab . . . . . . . . . . . . .Seeing all your tabs. . . . . . . . . . . .Removing a tab . . . . . . . . . . . . .Changing the order of tabs . . . . . . . . .Positioning and hiding tabs . . . . . . . . .The global area . . . . . . . . . . . . .Saving workspaces . . . . . . . . . . . . .Save a workspace . . . . . . . . . . . .Save a workspace using a different name or locationEditing widget properties. . . . . . . . . . .Configuring widget communication . . . . . . .Widget to widget communication . . . . . . .Modifying the workspace layout . . . . . . . .Resize individual widgets . . . . . . . . .Set the workspace layout . . . . . . . . . .Workspace style . . . . . . . . . . . . . .Changing the background of the workspace . . .Formatting all widgets in a workspace . . . . . Copyright IBM Corp. 2010, 8383838394040404142444444454546iii
Overriding global settings . . . . .Setting personal preferences . . . . . .Creating accessible workspaces . . . . .Creating multilingual workspaces . . . .Language and locale . . . . . . .Localize fixed content . . . . . . .Localizing filter content . . . . . .Localize report content . . . . . .Prompt controls . . . . . . . . .Enabling support for bidirectional languagesSupport for mobile devices . . . . . .4647484950515253535354Chapter 3. Viewing and interacting with workspaces . . . . . . . . . . . . . . . . 57Opening a workspace . . . . . . . . . . . . . . . . . .Open a workspace from the Getting Started page. . . . . . . .Open a workspace from the application bar . . . . . . . . .Open a workspace from the Actions menu . . . . . . . . . .Open a workspace from the Content tab. . . . . . . . . . .Refreshing workspace widgets . . . . . . . . . . . . . . .Sharing workspaces . . . . . . . . . . . . . . . . . .Displaying data in lists, crosstabs, and charts . . . . . . . . . .Choosing the recommended display type . . . . . . . . . .Exploring and changing display types . . . . . . . . . . .Display types for reports and report parts . . . . . . . . . .Supported chart formats . . . . . . . . . . . . . . . .Interacting with a chart . . . . . . . . . . . . . . . .Sorting and filtering chart content . . . . . . . . . . . . .Change the chart color palette . . . . . . . . . . . . . .Swap rows and columns . . . . . . . . . . . . . . . .Freezing column and row headings . . . . . . . . . . . .Viewing and hiding details for column and row headings in crosstabs.Filtering report data . . . . . . . . . . . . . . . . . .Filtering in the report widget . . . . . . . . . . . . . .Filtering with button filter, slider filter, and select value filter widgets .Filtering with visualizations by applying master filters . . . . . .Sorting data in lists, crosstabs, and charts . . . . . . . . . . .Sorting lists . . . . . . . . . . . . . . . . . . . .Sorting crosstabs. . . . . . . . . . . . . . . . . . .Sorting charts. . . . . . . . . . . . . . . . . . . .Remove sorts with the sort button . . . . . . . . . . . . .Remove sorts using the information bar . . . . . . . . . . .Displaying filter and sort values in the information bar. . . . . . .Changing the prompt values in a report . . . . . . . . . . . .Resetting report content . . . . . . . . . . . . . . . . .Opening a workspace with a new version of a report . . . . . . .Creating simple calculations in lists and crosstabs . . . . . . . .Deleting a calculation . . . . . . . . . . . . . . . . .Grouping identical values that are in a list report. . . . . . . . .Reordering list columns . . . . . . . . . . . . . . . . .Renaming list columns . . . . . . . . . . . . . . . . .Providing quick access to your favorite workspaces and reports . . . .Adding a workspace or report to My Favorites . . . . . . . .Viewing My Favorites . . . . . . . . . . . . . . . . .Opening a workspace or report from My Favorites . . . . . . .Removing a workspace or report from My Favorites. . . . . . .Printing a workspace . . . . . . . . . . . . . . . . . .Creating PDF files from workspace widgets . . . . . . . . . .Exporting report widgets to other formats . . . . . . . . . . .Report widget export formats . . . . . . . . . . . . . .Drilling to view related data. . . . . . . . . . . . . . . .Drilling up or drilling down. . . . . . . . . . . . . . .ivIBM Cognos Workspace Version 11.0: User 84
Automatic synchronization of drill up and drill downGo to another target report . . . . . . . . .Viewing report versions . . . . . . . . . . .Defining alert details for watch rules . . . . . . .Viewing, modifying, or deleting a watch rule . . . .Lineage information for a data item . . . . . . .Viewing lineage information for a data item . . .Viewing information cards . . . . . . . . . .Creating a folder in the Content pane . . . . . .Renaming objects in the Content pane . . . . . .Refreshing reports in the Content pane . . . . . .Deleting objects in the Content pane . . . . . . .Accessing the IBM InfoSphere Business Glossary . . .Embedding a workspace in an iframe to be viewed in an. . . . . . . . . . . . . . . . . . . . . . . . . . .Internet. . . . . . . . . . . . . . . . . . . . . . . . . . .Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 browser in Standards. . . . . . . . . . . . . . . . . . . . . . . . . . .mode .8585868687878889898989909090Chapter 4. Collaborating with Cognos Workspace . . . . . . . . . . . . . . . . . 93Collaborating by using comments . . . . . . . . . .Adding comments . . . . . . . . . . . . . .Viewing comments . . . . . . . . . . . . . .Editing or deleting comments . . . . . . . . . .Collaborating by using IBM Connections activities . . . .Starting a workspace activity . . . . . . . . . .Accessing IBM Connections from Cognos Workspace . .Adding members to an activity . . . . . . . . . .Changing the access for an activity . . . . . . . .Adding sections to an activity . . . . . . . . . .Adding entries to an activity . . . . . . . . . .Working with to-do items in an activity . . . . . .Creating to-do items for an activity . . . . . . . .Marking to-do items as complete . . . . . . . . .Adding comments to an activity . . . . . . . . .Marking activities as complete. . . . . . . . . .Saving an activity as a template . . . . . . . . .Tuning out of or in to an activity . . . . . . . . .Opening a workspace from IBM Connections. . . . .Viewing workspace activities . . . . . . . . . .Using IBM Connections to collaborate outside of a workspace. 93. 94. 95. 95. 96. 96. 98. 98. 99. 99. 100. 101. 101. 102. 102. 103. 103. 104. 104. 104. 105Chapter 5. Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107The Sample Outdoors Company . . . . . . . .Samples in the GO Data Warehouse (analysis) packageEmployee Satisfaction Workspace. . . . . . .Samples in the GO Data Warehouse (query) package .Marketing workspace. . . . . . . . . . .Recruitment workspace . . . . . . . . . .Revenue data workspace . . . . . . . . .Sales By Year workspace . . . . . . . . .Tabbed workspace. . . . . . . . . . . .Interactive samples . . . . . . . . . . . .Sales workspace . . . . . . . . . . . .107107107107108108108108108108108Appendix. Accessibility features . . . . . . . . . . . . . . . . . . . . . . . . 109Accessibility features in Cognos Workspace . . . . . .Keyboard shortcuts . . . . . . . . . . . . .Viewing a workspace in Microsoft Windows high contrastMaking reports accessible to users with disabilities . . . . .mode. .109109118118Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Contentsv
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IntroductionThis information is intended for use with IBM Cognos Workspace. It providesstep-by-step procedures and background information to help you createworkspaces. Cognos Workspace is a web product for creating interactiveworkspaces using IBM Cognos content, as well as external data sources, accordingto your specific information needs.Different access to Cognos Workspace featuresThe appearance of the user interface, the features that are available to you, and thefunctions that you are able to perform in IBM Cognos Workspace, depend on acapability that is set for you.For example, a user with the capability to assemble a workspace can createworkspaces and add widgets, whereas the user with the capability to consume aworkspace does not see these features. This functionality is controlled by thefollowing capabilities:v Consumev Interactv AssembleThese capabilities are set by an IBM Cognos administrator.For more information, see “Features available to different capabilities” on page 8.Finding informationTo find product documentation on the web, including all translateddocumentation, access IBM Knowledge Center sibility featuresAccessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products. CognosWorkspace has accessibility features. For information on these features, see“Accessibility features,” on page 109.IBM Cognos HTML documentation has accessibility features. PDF documents aresupplemental and, as such, include no added accessibility features.How-to videosTo help you get the most value from Cognos Workspace, IBM providesinstructional videos that you can access through the product. Depending onfeedback from you and other customers, we may choose to expand, or reduce therole of videos in future releases. These videos are hosted on the Internet and mightnot be available; for example, your Internet access might be blocked, or the hostingserver might be temporarily unavailable. All of the topics explained in these videosare also covered in the online product documentation. Copyright IBM Corp. 2010, 2015vii
Forward-looking statementsThis documentation describes the current functionality of the product. Referencesto items that are not currently available may be included. No implication of anyfuture availability should be inferred. Any such references are not a commitment,promise, or legal obligation to deliver any material, code, or functionality. Thedevelopment, release, and timing of features or functionality remain at the solediscretion of IBM.Samples disclaimerThe Sample Outdoors Company, Great Outdoors Company, GO Sales, anyvariation of the Sample Outdoors or Great Outdoors names, and Planning Sampledepict fictitious business operations with sample data used to develop sampleapplications for IBM and IBM customers. These fictitious records include sampledata for sales transactions, product distribution, finance, and human resources.Any resemblance to actual names, addresses, contact numbers, or transactionvalues is coincidental. Other sample files may contain fictional data manually ormachine generated, factual data compiled from academic or public sources, or dataused with permission of the copyright holder, for use as sample data to developsample applications. Product names referenced may be the trademarks of theirrespective owners. Unauthorized duplication is prohibited.viiiIBM Cognos Workspace Version 11.0: User Guide
Chapter 1. Understanding Cognos WorkspaceIBM Cognos Workspace is a web-based tool that allows you to use IBM Cognoscontent and external data sources to build sophisticated interactive workspaces thatprovide insight and facilitate collaborative decision making.Starting Cognos WorkspaceTo get started with the product, you can open IBM Cognos Workspace in severalways.Tip: To return to the previous application after you start Cognos Workspace, clickthe Return iconin the application bar.You can start Cognos Workspace with the following methods:v From the Companion applications menu in IBM Cognos Analytics by clickingNew Other Workspace.v From the IBM Cognos Software Welcome page by clicking Create workspaceson the web.v In a web browser by entering the URL for Cognos Workspace. The default URLis http://computer name/ibmcognos/cgi-bin/cognos.cgi?b action icd.Alternatively, you might be required to enter a URL that your administratorprovides.Logging onIBM Cognos software supports authenticated and anonymous user access. To useIBM Cognos software as an authenticated user, you must successfully log on.Before you beginDuring the logon process, you must provide your credentials, such as user ID andpassword, as required by your organization. Anonymous users do not log on.Procedure1. On the application bar, click the Actions Menu buttonOn.and select Log2. If the namespace Log on page appears, in the Namespace box, select thenamespace you want to use.3. Type your user ID and password, and click OK.ResultsYour session starts.Logging offYou log off to end your session. Even if you used multiple namespaces in thesession, you log off only once.If you close your web browser without logging off, your session ends. Copyright IBM Corp. 2010, 20151
Procedure1. On the application bar, click the Actions Menu buttonand select LogOff.You are now logged off of all the namespaces that you were using.2. Choose whether to log on again:v If you do not want to log on again, close your web browser.v If you want to log on as an authenticated user, click Log on again.v If you want to log on as an anonymous user, click Open a session as ananonymous user. This is available only if your administrator set it up.The user interfaceThe IBM Cognos Workspace user interface has a Getting Started page, anapplication bar, a workspace layout area, a content pane, a global area, tabs, andwidgets.Figure 1. The Cognos Workspace user interfaceGetting Started pageThe Getting Started page displays when you launch IBM Cognos Workspace.From the Getting Started page you can perform the following tasks:v View and open your favorite workspaces and reportsv Create a new workspacev Open an existing workspacev View how-to videos that provide an overview to Cognos Workspace2IBM Cognos Workspace Version 11.0: User Guide
The Getting Started page disappears when you click the Create New or OpenExisting buttons, open an existing workspace or report from the favorites list, orselect the New or Open menu options in the Actions Menu.If you do not want the Getting Started page to display every time you launchCognos Workspace, you can disable it from the My Preferences menu option.If you want to return to the Getting Started page from a workspace, open the Helpmenu by clicking the arrow icon beside the Help icon and select Show the GettingStarted Page.Application barThe application bar displays the name of the current workspace and icons to useCognos Workspace.Move the mouse over the icons to display short descriptions.WorkspaceUse a workspace to combine data from various sources and gain insight into yourbusiness. A workspace is a collection of widgets that typically display tables orcharts of data, text, images, HTML pages, or RSS feeds.Dotted guidelines appear when you insert, move, or resize widgets. They providea visual aid to assist you in aligning widgets.To assist with content formatting, IBM Cognos Workspace has two layout actionsthat automatically arrange the widgets on the workspace:vFit All Widgets to WindowvArrange All Widgets to Fit ContentFor more information on these layout actions, see “Modifying the workspacelayout” on page 44.Content paneThe Content pane is available on-demand and displays the objects that you canadd to the workspace.When you launch the Getting Started page, the Content pane is collapsed. You canexpand the Content pane in the following ways:v On the Getting Started page, click the Create New button.v On the far right or left edge of the Getting Started page, click the Expand orCollapse iconin the middle of the collapsed Content pane.v On the application bar, click the new button.The Content pane contains two tabs: Content and Toolbox. The Content tabdisplays IBM Cognos content that you can add to the workspace. The Toolbox tabdisplays widgets that access other types of content such as, images and web pages,and widgets that control the data on the workspace. You insert objects by draggingthem from the Content and Toolbox tabs to the workspace.Chapter 1. Understanding Cognos Workspace3
Tip: In the Content pane, you can also right-click objects to insert them on theworkspace, or select the object and use the keyboard shortcut Ctrl Shift Enter.Content tabThe Content tab displays the IBM Cognos content that can be added to aworkspace and workspaces that can be opened.There are two expandable folders:My Folders contains your personal content and workspaces.vvPublic Folders contains entries that are of interest to and can be viewed bymany users.Within the Content tab, you can create new folders by clicking the new folder icon. For more information, see “Creating a folder in the Content pane” on page89.Also within the Content tab, you can enable and disable the display of informationcards by clicking the information card button“Viewing information cards” on page 89. For more information, seeThe Content tab displays content in one of the following views:v Thumbnailv Listv TreeWithin each of these views, you can filter the content. The available filters areaccessed from the All Content drop-down list at the top of the Content tab. Thename of the list changes as you select a new item from the list. You can filter byusing the following criteria:vAll Content displays all content in the content store, excluding any content thatis not supported in Cognos Workspace. This is the default setting.vMy Favorites displays workspaces and reports that have been marked asfavorites.vvMy Folders displays only the content in your My Folders folder.Search Results displays content based on search results. You must first performa search, otherwise this filter is not available.You can refresh the selected content in the tree view or the visible content in thethumbnail view and list view by clicking the refresh button.Toolbox tabThe Toolbox tab displays additional widgets provided by Cognos Workspace. Theslider filter and select value filter widgets allow you to filter report content. Theother toolbox widgets allow you to add more report content to the workspace,such as HTML content, images, RSS feeds, and rich text. For a list of toolboxwidgets, see “Toolbox widgets” on page 6.4IBM Cognos Workspace Version 11.0: User Guide
Positioning the Content paneYou can customize the position of the Content pane. The default location of theContent pane is to the right of the workspace. You can move the Content pane tothe left side if you prefer.Procedure1. On the application bar, click the Actions Menu iconPreferences.and click My2. Then, in the Set Preferences window, clear the Position pane on the rightcheck box, and click OK.Tip: The default position of the global area is opposite the position of theContent pane. However, after you change the position of the Content pane, theglobal area is displayed beside it until you restart IBM Cognos Workspace.WidgetsObjects you add from the Content pane to the workspace are displayed in widgets.Widgets are containers that allow you to interact with and manipulate the contentcontained within them.Widgets have an on-demand toolbar that is displayed when the widget is selectedor in focus. The available toolbar options depend on the type of widget and thecontent displayed in the widget. Slider filters and select value filters do not have atoolbar. To access the widget actions on a slider filter or select value filter,right-click on the widget.Widgets can also communicate with other widgets. For example, you can use aselect value filter widget to control what data is dynamically filtered in a reportwidget.Maximizing widgetsYou can maximize a widget to view the report content in more detail or to viewthe content that exceeds the size of the widget. Maximizing is useful for viewingreport content in large complex tables and detailed charts that cannot be fullydisplayed in the widget within the constraints of the other workspace objects.To maximize a widget, on the widget toolbar, click the Maximize This Widget icon. To restore the widget and view the workspace again, click the Restore ThisWidget icon.Tip: You can also modify the number of rows to display in a widget. For moreinformation, see “Setting report widget properties” on page 17.Content widgetsThe following widgets are used when content objects are added to the workspacefrom the Content tab.Report widget:When a report object (report or report part) is added to a workspace, it isdisplayed in a report widget. Report objects include reports created in IBM CognosReporting, IBM Cognos Query Studio, and IBM Cognos Analysis Studio.Chapter 1. Understanding Cognos Workspace5
Report views and saved report output versions are also viewed in a report widget.For more information on report widget content, see “Report content” on page 13.IBM Cognos Navigator widget:You can add an IBM Cognos Navigator widget to the workspace by dragging afolder item from the Content tab to the workspace. Folder items include contentfolders and packages. Use this widget to browse a list of links that open publishedIBM Cognos reports and other entries in IBM Cognos Viewer or the associatedstudio.For more information, see “IBM Cognos Navigator” on page 22.PowerPlay widget:When a IBM Cognos PowerPlay report is added to a workspace, it is displayed inHTML in a PowerPlay widget or as a PDF in a widget.For more information, see “PowerPlay content” on page 18.TM1 widget:When IBM Cognos TM1 Websheets or TM1 Cube views are added to aworkspace, they are displayed in HTML in TM1 widgets.For more information, see “Cognos TM1 content” on page 20.Toolbox widgetsYou can add toolbox widgets to the workspace from the Toolbox tab.Tip: If any toolbox widgets are missing, it might be because your systemadministrator has removed access to them.Action button widgetThe action button widget is used to create buttons that are used to navigate tabs.For more information, see “Adding an action button widget” on page 26.Button filter widgetThe button filter widget creates buttons that filter data in reports. For moreinformation, see “Adding a button filter widget” on page 27.Image widgetThe image widget is used to display images. For more information, see “Addingan image widget” on page 29.My Inbox widgetThe My Inbox widget is used to show a Really Simple Syndication (RSS) feed ofyour secure approval requests, ad-hoc tasks, and notification requests from MyInbox. For more information, see “Adding a My Inbox widget” on page 30.6IBM Cognos Workspace Version 11.0: User Guide
RSS feed widgetThe RSS feed widget is used to display RSS news feeds. For more information, see“Adding an RSS feed widget” on page 31.Select value filter widgetThe select value filter widget is used to filter the data in other widgets; you selector deselect the data items you want to display or remove. For more information,see “Adding a select value filter widget” on page 32.Slider filter widgetThe slider filter widget is used to filter the data in other widgets; you display orremove data items using a range slider filter. For more information, see “Adding aslider filter widget” on page 34.Text widgetThe text widget is used to enter, format, and display text. For more information,see “Adding a text widget” on page 36.Web page widgetThe web page widget is used to display HTML-based content. For moreinformation, see “Adding a web page widget” on page 36.Actions menusAn actions menu is available for the workspace and for each widget on theworkspace. The items available in each menu depend on user permissions and thetype of widget selected.Actions menuThe available actions at the application level include the following menu options:v New creates a new workspace.v Open opens an existing workspace.v Save saves changes to a workspace.v Save As saves a workspace with a new file name or new location.v Share Workspace sends the URL
Introduction This information is intended for use with IBM Cognos W orkspace. It pr ovides step-by-step pr
