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IBM Cognos Business Intelligence v10: The Complete Guide

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IBM Cognos Business Intelligence v10: The Complete Guide


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  • Copyright 2013
  • Edition: 1st
  • Book
  • ISBN-10: 0-13-272472-3
  • ISBN-13: 978-0-13-272472-2

Maximize the Value of Business Intelligence with IBM Cognos v10 -- Hands-on, from Start to Finish
This easy-to-use, hands-on guide brings together all the information and insight you need to drive maximum business value from IBM Cognos v10. Long-time IBM Cognos expert and product designer Sangeeta Gautam thoroughly illuminates Cognos BI v10’s key capabilities: analysis, query, reporting, and dashboards.

Gautam shows how to take full advantage of each key IBM Cognos feature, including brand-new innovations such as Active Reports and the new IBM Cognos Workspace report consumption environment. She concludes by walking you through successfully planning and implementing an integrated business intelligence solution using IBM’s best-practice methodologies. The first and only guide of its kind, IBM Cognos Business Intelligence v10 offers expert insights for BI designers, architects, developers, administrators, project managers, nontechnical end-users, and partners throughout all areas of the business—from sales and marketing to operations and lines of business. If you’re pursuing official IBM Cognos certification, you’ll also find Cognos certification sample questions and information to help you with the certification process.

Coverage Includes
• Understanding IBM Cognos BI’s components and open, extensible architecture
• Working with IBM Cognos key “studio” tools: Analysis Studio, Query Studio, Report Studio, and Event Studio
• Developing and managing powerful reports that draw on the rich capabilities of IBM Cognos Workspace and Workspace Advanced
• Designing Star Schema databases and metadata models to answer the questions your organization cares about most
• Efficiently maintaining and systematically securing IBM Cognos BI environments and their objects
• Using IBM Cognos Connection as your single point of entry to all corporate data
• Building interactive, easy-to-manage Active Reports for casual business users
• Using new IBM Cognos BI v10.1 Dynamic Query Mode (DQM) to improve performance with complex heterogeneous data
• Identifying, exploring, and exploiting hidden data relationships
• Creating quick ad hoc queries that deliver fast answers
• Establishing user and administrator roles

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IBM Cognos Business Intelligence v10: Using Query Studio

Sample Pages

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Table of Contents

Foreword     xxxi
Preface     xxxii

Chapter 1  Introduction to Business Analytics and Business Intelligence     3
Business Analytics     3
Actionable Insights Help Answer Business Critical Questions     4
Business Analytics and Optimization     5
How Business Intelligence Fits in Business Analytics?     7
Introduction to Business Intelligence     7
Transactional System Versus Data Warehouse or Data Mart     9
Requirements for Building a Data Warehouse or Data Mart     11
Why Use IBM Cognos Business Intelligence Version 10?     11
    Freedom to Think     12
    Connect with Others     12
    Simply Do     13
Who Can Use IBM Cognos BI?     13

Chapter 2  IBM Cognos 10 BI Architecture and Components     15
Open Architecture     15
Supported Operating Systems     15
Supported Data Sources     16
Global Audience     16
Locales     16
Extendibility     17
Dynamic Query Mode     17
IBM Cognos Security Model     18
IBM Cognos BI Multitiered Architecture     18
    Tier 1: Web Server     19
    Tier 2: Application Tier     20
    Tier 3: Data Tier     24
Examine IBM Cognos BI Components and Studios     24
    Explore the IBM Cognos BI Windows Interface     26
    Cognos Insight     29
    Explore the IBM Cognos BI Web Components     29
Additional New Features and Enhancements in IBM Cognos BI v10     33
    IBM Cognos Active Report     33
    IBM Cognos Analysis for Microsoft Excel     34
    IBM Cognos Collaboration     34
    IBM Cognos Mashup Service     35
    IBM Cognos Mobile     36
    IBM Cognos Real-Time Monitoring     36
    IBM Cognos Statistics     37
    IBM Cognos for Microsoft Office     37
    External Data     38
    Content Archival     38
    IBM Cognos Dynamic Cubes     39
    Multiple Tenant Environments     39
Platform Enhancements     39
    IBM Cognos Lifecycle Manager     39
    IBM Cognos Data Manager     40
    IBM Cognos Virtual View Manager     40
    Integration with SharePoint 2010     40
Globalization: Multilanguage Support     40
In a Nutshell: Reviewing by IBM Cognos BI Audience     41
    Architect Perspective     41
    Project Manager Perspective     42
    Business Analyst Perspective     42
    Developer Perspective     43
    End-User Perspective     43
    IBM Cognos BI Administrator Perspective     44

Chapter 3  Explore IBM Cognos Connection     45
IBM Cognos Connection Overview     45
Security in IBM Cognos Connection: Roles and Responsibilities     46
Cognos Reports     47
    Working with Cognos Reports     47
IBM Cognos Connection User Interface     48
    Explore IBM Cognos Connection     50
Getting Ready     59
Examine Options in the Actions Column     60
    Set Properties     60
    Run with Options     66
    Open with Report Studio     67
    Create Report View     68
    Schedule     69
    More...     72
My Inbox     76
    Steps to Create a New Task     77
    Notifications     79
My Watch Items     82
    Set Up Alerts on Saved HTML Report     82
    Enable Watch Rules for a Report     83
Add Comments on Saved Reports     88
My Preferences     89
    General Tab     89
    Personal Tab     92
    Portal Tabs     93
My Activities and Schedules     98
    Current Activities     98
    Past Activities     99
    Upcoming Activities     99
    Schedules     99
Create a New Job     100
Globalization     101
Skin Management     101
In a Nutshell: Reviewing by IBM Cognos BI Audience     102
    Architect Perspective     102
    Project Manager Perspective     102
    Business Analyst Perspective     103
    Developer Perspective     104
    End-User Perspective     104
    IBM Cognos BI Administrator Perspective     105

Chapter 4  Analysis Studio     109
Launch Analysis Studio     109
Analysis Studio High-Level Interface     109
    Application Menu     111
    Toolbar Options     112
Dimensional Data     113
Data Analysis Techniques     114
    Swap Rows and Columns     114
    Replace Measures     114
    Sorting Rows or Columns     114
    Replace Row and Column Values     115
    Nest Rows and Columns     115
    Switch the Nesting Sequence     116
    Drill Down     116
    Nested Values from Different Dimensions     117
    Nested Values from Same Dimension     118
    Change the Display of Measures     119
    View Chart and Crosstab Together     120
    Run Reports     120
    Create Summary Calculations     121
    Create Item-Based Calculations     121
Working with Sets     122
    Detail-Based Set     122
    Custom Sets     122
    Selection-Based Set     123
Apply Filters     124
    Steps to Apply Context Filters     124
    Exclude     125
    Hide Rows and Columns     125
    Keep     126
    Rank     126
    Hold Current Context     126
    Top or Bottom     127
    Suppress     128
    Working with Subtotals     129
    User-Defined Filter     130
    Combine User-Defined Filter     130
Drill-Through     131
Working with Crosstabs     132
    Stacked Crosstabs (Union Set)     132
    Stacked Column     133
    Asymmetric Crosstabs     133
In a Nutshell: Reviewing by IBM Cognos BI Audience     133
    Architect Perspective     134
    Project Manager Perspective     134
    Business Analyst Perspective     134
    Developer Perspective     135
    End-User Perspective     135
    IBM Cognos BI Administrator Perspective     136

Chapter 5  Query Studio     137
Launch Query Studio     137
Query Studio High-Level Interface     138
    Insert Data     138
    Edit Data     139
    Change Layout     140
    Run Report     141
    Manage File     142
Report Types     144
    Relational Style     144
    Dimensional Style     145
Open an Existing Report     146
Create a List Report     147
    Steps to Create a Report     147
Run the Report     148
    Steps to Run the Report     149
Change Layout     150
    Page Breaks     151
    Create Sections     151
Create a Crosstab Report     152
Create Filters     154
    Remove Filters     155
    Create a Complex Filter     156
Summarize Report     158
Sort Data     158
Create Calculations     159
    Steps to Create Calculations     159
    Define Custom Groups     161
Create Charts     163
Define Conditional Styles     164
In a Nutshell: Reviewing by IBM Cognos BI Audience     166
    Architect Perspective     166
    Project Manager Perspective     167
    Business Analyst Perspective     167
    Developer Perspective     168
    End-User Perspective     168
    IBM Cognos BI Administrator Perspective     169

Chapter 6  IBM Cognos Active Report     171
Key Features of Active Reports     171
Targeted Active Report Users     172
Active Report for End Users     172
    Prerequisites for Consuming Active Reports     173
    Data Selection Options When Using an Active Report     173
    Active Report Security     174
    Active Report Consumption     174
    Run Active Report     174
    Download Active Report for Offline Consumption     175
Active Report for Report Authors     176
    Creating an Active Report     176
    Reusing an Existing Report Studio Report to Build an Active Report     177
    High-Level Active Report User Interface     177
    Basic Components in Building an Active Report     179
    Connecting Controls     182
    Toolbox Tab Items     184
    Download Active Report as a Report Author     187
    Becoming Familiar with Active Report Toolbox Items     187
    Data Drop-Down Lists     200
    Hiding/Showing Columns in a Report     202
    Drill-Through Reports     204
    Bringing It All Together: Steps to Create an Active Report     205
    Debugging Options     211
    Additional Active Report Properties     211
In a Nutshell: Reviewing by IBM Cognos BI Audience     212
    Architect Perspective     212
    Project Manager Perspective     212
    Business Analyst Perspective     213
    Developer Perspective     214
    End-User Perspective     215
    IBM Cognos BI Administrator Perspective     215

Chapter 7  Event Studio     217
Event Studio Capabilities     217
Launch Event Studio     218
Event Studio High-Level Interface     218
    Application Menu     220
    Toolbar Options     223
Event Studio High-Level Tasks     224
    Define Event Condition     225
    Specify an Event Condition     226
    Create an Event Condition for a Cell or Intersect in a PowerPlay Cube     227
    Create Tasks     229
    Manage Task Execution Rules     235
    Preview     236
    Validate Agent     237
Create Agent Views     238
    Steps to Create Agent Views     238
    Manually Run Agent     238
Bringing It All Together...     240
    Create an Event Condition for a Cell in a PowerPlay Cube     240
Schedule the Agent     243
    Steps to Schedule an Agent     243
    Monitor Agent Status     244
    Reset Event List     244
    Subscribe to Agent Notification Lists     244
    Set Permissions on Agents     244
In a Nutshell: Reviewing by IBM Cognos BI Audience     245
    Architect Perspective     245
    Project Manager Perspective     245
    Business Analyst Perspective     246
    Developer Perspective     247
    End-User Perspective     247
    IBM Cognos BI Administrator Perspective     248

Chapter 8  IBM Cognos Workspace     249
Cognos Workspace Audience/Users     250
Cognos Workspace User Interface     252
    Content Pane     256
    Tabbed Workspace     256
    Global Area     258
    Information Bar     258
    Widget Actions Menu     259
    On Demand Toolbar     259
    Explore Application Bar Options     260
    Explore Additional Options on the Application Actions Menu     268
Widgets and Widget Types     270
    Content Widgets     270
    Active Report Content     274
    Toolbox Widgets     274
    Explore the Widget Actions Menu Options     282
    Widget Toolbar Options     284
Bringing It All Together—Build Your Own Workspace     285
    Working with the Tabs     285
    Implementing Drill Down/Drill Up in a Report     291
    Adjusting Layout and Style...     292
    Editing Workspace Style...     292
    Adding a Widget Title     294
    Sorting Data     294
    Filtering Data     295
    Adding Comments/Annotations     297
    Changing Display Type     298
    Adding Calculations     299
    Grouping/Ungrouping Data     300
    Adding a Select Value Filter Widget to the Workspace     301
    Adding a Slider Filter to the Workspace     303
    Adding a Chart to the Workspace     305
    Changing Display Type and Visual Recommender     306
    Sorting Values in a Chart     308
    Filtering Data in a Chart     308
    Drilling Up and Drilling Down in a Chart     309
    Controlling Widget-to-Widget Communications     310
Do More...     311
    Steps to Enhance a Chart Using Do More...     311
    Advanced Techniques     313
Legacy Go!Dashboard Users     317
Multilingual Support Using Cognos Workspace     318
Integrating Content into Cognos Workspace     318
In a Nutshell: Reviewing by IBM Cognos BI Audience     319
    Architect Perspective     319
    Project Manager Perspective     320
    Business Analyst Perspective     321
    Developer Perspective     322
    End-User Perspective     323
    IBM Cognos BI Administrator Perspective     324

Chapter 9  IBM Cognos Workspace Advanced     325
Cognos Workspace Advanced Audience/Users     326
Data Sources and Content     326
    Launching Cognos Workspace Advanced     327
Working with Cognos Workspace Advanced Packages and Reports     327
Reporting Styles and Layouts     329
    Reporting Styles     329
    Relational Style     329
    Dimensional Style     330
Report Layouts     332
Opening an Existing Report     333
Exploring the Cognos Workspace Advanced User Interface     333
    Properties Pane     338
    Toolbox Tab     339
    Standard Toolbar Options     341
Creating a New Report     343
Working with Relational Style Reports     344
    Steps to Create a New Report     344
    Modifying Item Properties     345
    Group/Ungroup Data in the Report     346
    Displaying Summary in a Grouped Report     347
    Creating Custom Groups     348
    Creating Sections     350
    Creating Calculations     351
    Creating Custom Calculations Using Query Calculation from Toolbox     353
    Formatting Report Data Using the Properties Pane     355
    Style     357
    Filtering Data     359
    Inserting a Chart in Your Report     365
    Using the Page Layout Option     367
    Swapping Rows and Columns     368
    Suppressing Empty Cells in a Report     369
    Enabling/Disabling Page Header and Footer     370
    Running Reports     371
    Drill Options     372
    Using the Pivot List to Crosstab Option     373
    Summarizing Report Data     374
    Showing Content When No Data Is Available     375
    Sorting Report Data     376
    Lineage     378
Working with Dimensional Style Reports     379
    Creating a Dimensional Report     379
    Nesting Rows     382
    Nesting Columns     383
    Replacing Current Row/Column Values     384
    Suppressing Empty Cells     384
    Filtering Data     385
    Inserting Children     388
    Explore     389
    Style     402
    Run     402
    Tools     402
    Summarizing Data in a Dimensional Report     403
    Group/Ungroup     404
    Inserting Calculations     405
    Pivot List to Crosstab     405
    Section/Unsection     405
    Automatically Create Crosstab Headers for Sets     406
    Table Style Inheritance     407
    Copying Cognos Workspace Advanced Data to Excel     409
    Swap Rows and Columns     409
    Insert Chart     409
    Page Layout     410
    Create Page Layers     410
Working with External Data     411
    Publishing the Package     414
    Creating a New Report Using External Data Package     419
    Editing External Data     420
    Deleting External Data     420
    Lineage Information for Data Items     420
    Drill-Through Options     420
Financial Reporting     421
Working with Charts     422
    Chart Types     422
    Chart Objects     425
    Creating a Chart     426
    Creating a Dashboard Report     428
    Choosing Report Style: Cognos 8.x or Cognos 10.x     430
In a Nutshell: Reviewing by IBM Cognos BI Audience     430
    Architect Perspective     430
    Project Manager Perspective     431
    Business Analyst Perspective     431
    Developer Perspective     432
    End-User Perspective     433
    IBM Cognos BI Administrator Perspective     434

Chapter 10  IBM Cognos Report Studio     435
Launch Report Studio     435
Templates     436
Report Studio User Interface     437
    Application Menu     438
    Standard Toolbar     440
    Style Toolbar     440
    Work Area     440
    Insertable Objects pane     440
    Explorer Bar     441
    Properties Pane     441
Creating a Simple Report     441
Running Reports     442
Report Building Techniques     443
    Steps to Creating a Report     443
Building Crosstab Reports     452
    Steps to Create a Crosstab Report with Unrelated (Discontinuous) Data     452
Creating Calculations     454
    Steps to Create Query Calculation     455
Filters and Summaries     458
    Detail Filters     459
    Summary Filters     462
Conditional Highlighting     464
Prompts and Parameters     466
    Creating Prompts Using Parameters     468
    Creating Value Prompts     469
    Creating a Cascading Prompt     471
Queries     473
Conditional Blocks     477
Drill-Through Reports     479
    Drill-Through from a Report     479
    Drill Through from a Package     483
Burst Reports     485
    Burst Reports Step 1: Identify and Define Burst Recipients     485
    Burst Reports Step 2: Specify Burst Group     486
    Burst Reports Step 3: Set Burst Options in Report Studio     486
    Burst Reports Step 4: Enable Bursting in Cognos Connection     487
    Steps to Burst a Report     487
Working with Charts     489
    Steps to Create a Column Chart     490
    Exploding a Pie Slice in a Pie Chart     493
    Summarizing Small Items     496
    Bullet Charts     497
External Data     499
Working with Dimensional Reports     499
    Understand Members, Member Unique Names, Sets, and Tuples     499
    Working with Set Functions     500
    Filtering Dimensional Data     501
    Filter Using Prompts     504
    Commonly Used Dimensional Functions     505
    Drill-Through Reports     506
Maps     509
    Steps to Create a Map Report     511
    Add Custom Maps to Use in Cognos Report Studio     515
IBM Cognos Statistics     516
In a Nutshell: Reviewing by IBM Cognos BI Audience     519
    Architect Perspective     519
    Project Manager Perspective     520
    Business Analyst Perspective     520
    Developer Perspective     521
    End-User Perspective     522
    IBM Cognos BI Administrator Perspective     522

Chapter 11  IBM Cognos Framework Manager     527
Understanding Client Requirements and Environments     527
Analyzing Data Requirements     528
Supported Data Sources     529
General Modeling Terms     529
    Fact Tables     530
    Dimension Tables     530
    Hierarchy—Dimensional Hierarchy     532
    Cardinality     533
    Relationships     534
    Determinants     534
Framework Manager Workflow     536
Framework Manager User Interface and Objects     536
    Framework Manager User Interface     537
    Framework Manager Object Types     543
Modeling Recommendations     545
Create a Project     545
    Model Design Accelerator     546
    Model Design Accelerator User Interface     549
    Add Additional Items to the Model     552
    Manually Creating the Star Schema Using Model Design Accelerator     553
    Creating the Star Schema Using the Automated Process     566
    Additional Tips     569
    Steps to Manually Create a New Project     572
Preparing the Model to Build Sample Outdoor Company Reports     575
    Identify All Data Sources and Define Data Access Strategy     575
    Reporting Requirements Are Complete and Part of the Approved Project Plan     576
    Data Mapping Document for the Reports in Scope     576
    Create Data Source Connection     577
    Importing the Identified Table/Procedures or Other Objects Required for Reporting     578
    Verifying the Relationship Between the Imported Objects Is Accurate for Reporting and Validating the List of Imported Tables     580
    Adding Additional Tables/Objects: Reviewing Imported Objects and Importing Missing or Additional Ones     586
    Validating Query Item Properties and Preparing Metadata     588
    Customizing Metadata for Runtime     592
    Specifying Determinants as Required for Reporting     598
    Creating a Star Schema Grouping for Presentation View     600
Creating and Publishing Packages     601
    Creating a Package     602
Verifying a Package or a Model     604
Modifying a Package     605
Deleting a Package     605
Publishing a Package     606
Analyzing Publishing Impact     607
Running Model Advisor     609
Dimensional Modeling     610
    Dimensionally Modeled Relational (DMR) Model     610
    Creating a Regular Dimension     612
    Creating a Measure Dimension     617
    Scope Relationships     618
    Creating a Star Presentation View     621
    Working with Member Unique Names (MUN)     621
Set Up Drill-Through Parameters in Framework Manager     622
Multilingual Options     622
Durable Models     625
Governors     625
Framework Manager External Repository Control     625
    Checking in Framework Manager Project Files for External Repository Control     626
    Model Synchronization and Log files     626
    Segmented Projects     627
Creating Model Documentation     627
Framework Manager Security     627
    Using Package Level Security     628
    Using Object Level Security     633
    Using Data Level Security     636
    Deleting Package Security     637
Implementing Multitenancy in Framework Manager     637
In a Nutshell: Reviewing by IBM Cognos BI Audience     638
    Architect Perspective     638
    Project Manager Perspective     639
    Business Analyst Perspective     640
    Developer Perspective     640
    End-User Perspective     641
IBM Cognos BI Administrator Perspective     641

Chapter 12  Securing IBM Cognos BI Environment and Its Objects     645
Introduction     646
Initial Security     647
Things to Do Before You Set Up Security     648
IBM Cognos Security Model     648
    Encryption     649
    Certificate Authority     649
    Cognos Application Firewall     651
    Authentication     653
    Authorization     662
    Built-In Groups and Roles     667
    External Namespace Users, Groups, and Roles     695
Securing the Data Source Sign-Ons     719
Securing the Content Store     720
Managing Users in an IBM Cognos BI Environment     722
    Removing Users from the Content Store     722
    Automate Deletion of User Profiles     723
Trusted Credentials or Proxy     727
    Create Trusted Credentials     728
In a Nutshell: Reviewing by IBM Cognos BI Audience     731
    Architect Perspective     731
    Project Manager Perspective     732
    Business Analyst Perspective     732
    Developer Perspective     733
    End-User Perspective     733
    IBM Cognos BI Administrator Perspective     733

Chapter 13  Maintaining Your IBM Cognos BI Application     737
Administration Process Flow     737
    Plan: Requirements, Scope, Performance Variables, Multilingual Requirements     738
    Install: Install Options, Single Server, Multiple Server     738
    Configure: Cognos Application (Cognos Configuration), Servers, Security     739
    Administer: Servers, Backup and Recovery, Activities, Schedule and Monitoring, Data Source Connections, Deployments, Security, and Manage BI Content     739
Launch IBM Cognos Administration     739
Explore High-Level Cognos Administration Portal     740
    Status     740
    Security     742
    Configuration     743
    Index Search     744
    PowerPlay     745
System Monitoring     745
    Understanding Performance Metrics     746
    Dynamic Cube Monitoring     748
    Dynamic Cube Tuning     749
Scheduling     750
Audit     752
    Steps to Configure an Audit Database     752
    Audit Levels     753
Automatic Credential and Sign-On Renewals     754
Creating Data Source Connections     754
Manage Own Data Source Sign-Ons     756
Backup and Recovery Options     756
Deployment     758
    Deploy Process     759
    Defining a Deployment Strategy     760
    Deploying the Entire Content Store     761
    Deploying Specific Content     762
    Exporting Content from the Source Environment     762
    Deploying in Multitenant Environment     766
    Importing a Deployment Archive File in the Target Environment     767
    Modifying an Existing Deployment Specification     768
    Advanced Deployment Options     768
    Upgrading Report Specifications     769
    Working with Content IDs     770
    Deploying Human Task and Annotation Services     770
    Deploying IBM Cognos Workspace Comments     772
Dynamic Query Mode     773
    In-Memory Caching     775
    Optimized Master-Detail Relationships     776
    Enhanced Null Suppression     776
    Query Visualizations     776
    Configuring Dynamic Query Mode     776
    Administering the Query Service     779
    Disabling the Query Service     783
    Dynamic Query Analyzer     784
    Launching IBM Cognos Dynamic Query Analyzer     785
    Running the Report in Dynamic Query Analyzer     785
    Working with the Log Files     786
Content Archival (FileNet): Archiving Saved Report Output to External Repositories FileNet     787
    Archiving Content After Installing Content Archival Software     787
    Creating Repository Connections for New Packages and Folders     788
    Creating a Connection to the External Repository Data Source     789
    Setting Up an External Repository for Report Output     792
    Creating a Content Archive via New Content Maintenance Task option     793
    Creating a Retention Rule Update Maintenance Task     794
    Working with Content in the External Repository     796
Administering an Index Search     796
    Creating an Index Update     796
    Running an Index Update     798
    Restricting a Content Search     799
    Refining the Scope of the Index     799
    Data Collection Options     800
    Limiting Index by Language     801
    Suggesting Content     801
    Including Access Control Information in the Index     801
    Collect Index Statistics     802
Multitenancy     802
    Defining Tenancy     803
    Enabling Multitenancy     804
    Assign Tenant IDs to Existing Content     806
    Impersonating a Tenant     807
    Setting a Tenant ID for Public Content     807
Dynamic Cubes     807
    Dynamic Cube Lifecycle     808
    IBM Cognos Cube Designer     809
    Get Metadata     811
    Model Cube     811
    Optimize Using Aggregate Advisor     818
    Dynamic Cube Security     818
Upgrading to IBM Cognos V10 from IBM Cognos 8     820
    Creating an Upgrade Plan     820
    Upgrade Process     821
Lifecycle Manager: Report Testing and Validation     823
    Supported Versions     824
    Launch Lifecycle Manager     825
    Lifecycle Manager High level Tasks     827
    Configure Lifecycle Manager     827
    Validate in Source     831
    Run in Source     832
    Validate in Target     833
    Run in Target     834
    Output Comparison     834
    Tasks Summary     836
    Multiversion Coexistence     837
    Lifecycle Manager Backup     839
    Securing Lifecycle Manager Content     839
Cognos Configuration Validation Tool     839
In a Nutshell: Reviewing by IBM Cognos BI Audience     840
    Architect Perspective     840
    Project Manager Perspective     841
    Business Analyst Perspective     842
    Developer Perspective     843
    End-User Perspective     843
    IBM Cognos BI Administrator Perspective     843

Chapter 14  Manage IBM Cognos Project: An Overview     847
IBM Cognos BI Product Roadmap and Versions     848
    IBM Cognos Series 7 Roadmap     849
    IBM Cognos BI Roadmap     850
High-Level Flow of a BI Application     852
Thinking Dimensionally     853
High-Level Data Flow in a BI Application     855
BI Application Development: Agile/Iterative Approach     856
Types of BI Implementation     856
    New Implementation     857
    Conversion of a Legacy Non-IBM BI System to an IBM Cognos BI System     857
    Upgrading from One Version of IBM Cognos BI to a Later Version     858
    Migrating from Previous Versions of IBM Cognos BI to Later/Current Versions of IBM Cognos BI     859
Product Migration Guidelines     860
Managing an IBM Cognos BI Project     862
BI Project Phases: Overview     863
    Plan/Analyze Phase     864
    Design Phase     864
    Configure/Build Phase     865
    Deploy Phase     865
    Operate Phase     865
Project Phases and Associated Tasks/Work Breakdown Structure (WBS)     865
    Analyze Phase     865
    Design     869
    Configure/Build     874
    Deploy     878
    Post Launch Activities     881
    Operate     882
BI User Community     885
BI Project Execution Team: Resource List Versus Task List     886
Reporting Requirements, Cognos Tools, and Resource Map     887
BIG Data: Impact, Considerations, Tools, and Resources     889
    Why Big Data?     889
    What Is Big Data?     890
    Analyzing Big Data with IBM Business Analytics     891
    BI Big Data Architecture for Data at Rest     892
    BI Big Data Architecture for Data in Motion     893
In a Nutshell: Reviewing by IBM Cognos BI Audience     894
    Developer Perspective     894
    Architect Perspective     895
    Project Manager Perspective     895
    Business Analyst Perspective     896
    End-User Perspective     896
    IBM Cognos BI Administrator Perspective     897

Appendix A  Chapter 9 Project External Data File     901
Appendix B  IBM Cognos v10 BI Certification: Sample Exam Questions     903
Appendix C  Project Plan     909
Appendix D  Sample Reports Requirements Template     925

Index     931


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InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information

To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.


Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.


If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information

Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.


This site is not directed to children under the age of 13.


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information

If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information

Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents

California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure

Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact

Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice

We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020