01.cognos Insight User Guide 10.1.0

Cognos Insight User Guide 10.1.
0
Contents
1. Introduction
2. Getting data
2.1. Getting data quickly
2.2. Importing and mapping dimensions or cubes
2.3. Importing from a relational data source
2.4. Refreshing data
2.5. ransferring in dimensions
3. !naly"ing data
3.1. #$ploring data
3.1.1. #$ploring connections bet%een dimensions
3.1.2. &earching for members
3.1.3. Returning to the original results
3.2. &orting
3.3. 'esting( slicing( and dicing data
3.4. )alculations
3.4.1. !dding a simple calculation
3.4.2. #$ception highlighting
3.4.3. )alculating *ariance
3.4.4. )alculating *ariance percentage
3.4.5. )alculating contribution margin
3.4.+. )hanging ho% totals are displayed for measures
3.4.,. )alculating the highest contribution
3.4.-. )alculating the lo%est contribution
3.4... #diting a calculation
3.4.1/. #diting all calculations
3.5. #$amples0 Rules
3.+. !dding currency symbols to measures
3.,. #ntering data
3.-. 1uplicating a member
3... &preading data
3...1. &preading data equally across cells
3...2. &preading data proportionally across cells
3.1/. 2ree"ing ro%s or columns
3.11. 3iding ro%s or columns
3.12. &uppressing empty ro%s or columns
3.13. #$porting data
3.14. 4rinting
4. 1esigning a %orkspace
4.1. !dding or remo*ing tabs
4.2. !dding a crosstab
4.3. )harts
4.3.1. !dding a chart
4.3.2. )hart types
4.3.3. )hanging the chart type
4.3.4. &ho%ing or hiding the total on a chart
4.3.5. )harting nested data
4.3.+. 5sing the same a$is for all charts
4.3.,. &ho%ing or hiding the *alues on the a$es
4.3.-. &ho%ing or hiding the legend
4.3... &ho%ing or hiding the labels
4.3.1/. 3iding a chart
4.4. #$ample0 1isplaying different data in a crosstab and a chart
4.5. !dding action buttons to na*igate the tabs
4.+. !dding action buttons that run a script
4.,. !dding te$t
4.-. !dding images
4... !dding a %eb page for additional conte$t
4.1/. !pplying themes
4.11. )hanging the colors for all %idgets
4.12. &haring information bet%een %idgets
4.13. 6ocking the %orkspace
5. Restructuring your data
5.1. )reating cubes( dimensions( and measures
5.2. &haring or copying a dimension
5.3. #diting a dimension or measure
5.4. )hanging the format of measures
5.5. !dding members
5.+. 7rgani"ing members into a hierarchy
5.,. #$panding hierarchies to display all members
5.-. 7rgani"ing dimensions into a hierarchy
5... !dding a te$t measure
5.1/. !dding and *ie%ing comments in cells
5.11. 7rgani"ing cubes into folders
5.12. 1eleting an ob8ect
+. &haring( publishing( and distributing
+.1. &haring the %orkspace file
+.2. 4ublishing to a central ser*er
+.3. 4ublishing and distributing
,. )ontributing to a plan
Cognos Insight User Guide 10.1.0 http://pic.dhe.ibm.com/infocenter/ctm1/v10r1m0/advanced/print.jsp?topi...
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,.1. !dding your contribution
,.2. #ntering data
,.3. )ommitting or resetting the data
,.4. &ubmitting your contribution
,.5. Re8ecting a submission
-. 9aintaining ser*er:based %orkspaces
-.1. )onnecting to a )ognos 91 system
-.2. 9aintaining a published application
-.3. 1esigning a contribution e$perience
-.4. )reating a )ognos 4lanning &er*ice archi*e
.. !ccessibility features
..1. ;eyboard shortcuts
..2. 3ighlighting data in a screen reader
..3. I<9 and accessibility
1/. 'otices
1/.1. =
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1. Introduction
>ith I<9? )ognos? Insight( you ha*e the po%er to analy"e data( e$plore scenarios( and influence decisions by creating managed %orkspaces. 5se these
%orkspaces to communicate results to line:of:business managers as interacti*e managed %orkspaces. <ecause )ognos Insight supports %rite:back( you can also
use these %orkspaces to gather and consolidate management targets( commitments( and forecasts.
I<9 )ognos Insight is a*ailable in stand:alone editions as %ell as pro*isioned to you as part of your e$isting role.
4ersonal #dition
@ou can create %orkspaces for personal use.
&tandard #dition
@ou can create %orkspaces and share them %ith others in your %ork area.
If you are a contributor in I<9 )ognos 91?( you can create %orkspaces( contribute to plans( and publish to the enterprise.
If you are an ad*anced business author in I<9 )ognos <usiness Intelligence A<IB( you can create %orkspaces and publish to the )ognos <I ser*er.
Finding information
o find I<9 )ognos product documentation on the %eb( including all translated documentation( access one of the I<9 )ognos Information )enters
Ahttp0CCpublib.boulder.ibm.comCinfocenterCcogicC*1r/m/Cinde$.8spB. Release 'otes are published directly to Information )enters( and include links to the latest
technotes and !4!Rs.
Accessibility features
!ccessibility features help users %ho ha*e a physical disability( such as restricted mobility or limited *ision( to use information technology products. )ognos
Insight has accessibility features. 2or information on these features( see the accessibility section in this document.
I<9 )ognos 396 documentation has accessibility features. 412 documents are supplemental and( as such( include no added accessibility features.
Forward-looking statements
his documentation describes the current functionality of the product. References to items that are not currently a*ailable may be included. 'o implication of any
future a*ailability should be inferred. !ny such references are not a commitment( promise( or legal obligation to deli*er any material( code( or functionality. he
de*elopment( release( and timing of features or functionality remain at the sole discretion of I<9.
am!les disclaimer
he Great 7utdoors )ompany( G7 &ales( any *ariation of the Great 7utdoors name( and 4lanning &ample depict fictitious business operations %ith sample data
used to de*elop sample applications for I<9 and I<9 customers. hese fictitious records include sample data for sales transactions( product distribution( finance(
and human resources. !ny resemblance to actual names( addresses( contact numbers( or transaction *alues is coincidental. 7ther sample files may contain
fictional data manually or machine generated( factual data compiled from academic or public sources( or data used %ith permission of the copyright holder( for
use as sample data to de*elop sample applications. 4roduct names referenced may be the trademarks of their respecti*e o%ners. 5nauthori"ed duplication is
prohibited.
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". Getting data
@ou can quickly import data using the default mapping of the source data. @ou can map dimensions into hierarchies during import. @ou can map dimensions and
measures into cubes during import.
Getting data #uickly
o e$plore and share data quickly( you can use the default mapping of the source data.
Im!orting and ma!!ing dimensions or cubes
>hen the source data includes many columns( e$amine the source data and identify %hich columns should be defined as dimensions( le*els( attributes( or
measures. @ou can choose to import dimensions only or to import both dimensions and measures in a cube. he source data can be a file( a list report( a
cube *ie%( a dimension subset( or a relational data source.
Im!orting from a relational data source
<efore you import data from a relational data source( ensure that you understand your relational data source and ho% to build &D6 queries. #nsure that the
71<) connections ha*e been defined. >hen you are %orking in connected mode( you can use the 71<) relational data sources that are defined on the
ser*er.
$efreshing data
>hen the contents of the data source change( you can import the ne% data.
%ransferring in dimensions
>hen you transfer hierarchies from I<9? )ognos? <usiness Eie%point( the hierarchies become dimensions in I<9 )ognos Insight.
$elated tasks0
!dding a crosstab
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".1. Getting data #uickly
o e$plore and share data quickly( you can use the default mapping of the source data.
&efore you begin
<efore you import( you should be a%are that the source data is mapped in the follo%ing %ays0
)olumns %ith a te$t data type are added as dimensions( and the columns %ith a numeric data type are typically added as measures.
he first ro% of data is used as labels or headers for each column.
! total is added to each dimension.
About this task
If the 9icrosoft #$cel %orkbook contains se*eral %orksheets( only the data on the current %orksheet is imported. 2or e$ample( if you %ant to import the data
that is on %orksheet 3( sa*e the %orkbook %ith %orksheet 3 as the *isible %orksheet. >hen you import from the %orkbook( only the data on %orksheet 3 is
imported. !nother option is to use the Im!ort 'imensions or Im!ort 'ata commands.
(rocedure
)lick Get 'ata F )uick Im!ort. 1.
&elect the file that you %ant to import.
he Im!ort %i"ard appears if the file meets one or more of the follo%ing conditions0
more than 1/ dimensions
more than 1//(/// ro%s for 9icrosoft #$cel %orkbooks
larger than 1/ megabytes for files that contain comma:separated *alues or tab:separated *alues
no header ro%
an inconsistent number of fields in the first 1// ro%s
2.
$esults
he first column in the source file and the measures are displayed in the crosstab. he other columns are a*ailable as dimensions in the o*er*ie% area.
(arent to!ic* Getting data
$elated tasks0
Importing and mapping dimensions or cubes
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".". Im!orting and ma!!ing dimensions or cubes
>hen the source data includes many columns( e$amine the source data and identify %hich columns should be defined as dimensions( le*els( attributes( or
measures. @ou can choose to import dimensions only or to import both dimensions and measures in a cube. he source data can be a file( a list report( a cube
*ie%( a dimension subset( or a relational data source.
&efore you begin
<efore you import( note the follo%ing considerations0
&ome formulas and functions that are used in 9icrosoft #$cel %orkbooks are not imported. he solution is to create a copy of the affected column in the
9icrosoft #$cel %orkbook and to use the 4aste &pecial command to paste the *alues of the column. @ou can also sa*e the %orkbook as a .cs* file and then
import the .cs* file.
Reports must be a simple tabular list report %ith no unresol*ed prompts.
@ou cannot schedule an import of a report %hen in connected mode. @ou must use the Guided $efresh command or the ilent $efresh command.
(rocedure
)omplete one of the follo%ing actions0
If you are importing dimensions only( click Get 'ata F Im!ort 'imensions.
If you are importing dimensions and measures( click Get 'ata F Im!ort 'ata.
1.
able 1. &ource types
Goal Action
Import a 9icrosoft #$cel file
&elect File in the ource ty!e field.
<ro%se for the file that you %ant to import.
#$pand ource details.
&pecify %hether the data is structured as a list or a crosstab.
7ptional0 &pecify the %orksheet( ro%s( and columns to use.
Import a delimited te$t file
&elect File in the ource ty!e field.
<ro%se for the file that you %ant to import.
#$pand ource details.
If you %ant to use the decimal separator and thousands separator for a specific locale(
select that locale from the 'ata source locale field.
&pecify the delimiter( quote character( and separators.
If you are %orking in connected mode and you %ant to schedule running a process that
re:imports data( specify the location of the file to be accessed by the remote I<9?
)ognos? 91? ser*er.
Import report data from a simple tabular list that %as created in
I<9 )ognos <usiness Intelligence and that does not contain
unresol*ed prompts
&elect I&+ Cognos $e!ort 'ata in the ource ty!e field.
&pecify the connection details for the report in the ystem gateway U$I field. @ou
can test the connection.
#nter the location and name of the report that you %ant to import in the $e!ort
,ocation field( or click elect to select the report.
Import a )ognos 91 cube *ie%
&elect I&+ Cognos %+1 Cube -iew in the ource ty!e field.
&elect the cube and *ie% that you %ant to import.
Import a )ognos 91 dimension subset
his option is a*ailable only %hen you use the Im!ort
'imensions command.
&elect I&+ Cognos %+1 'imension ubset in the ource ty!e field.
&elect the dimension and subset that you %ant to import.
@ou can also import from a relational data source. 2or more information( see Importing from a relational data source.
2.
)lick .e/t.
<y default( the columns %ith a te$t data type are added as dimensions( and the columns %ith a numeric data type are added as measures only %hen you are
importing a cube. @ou can change the mapping type to dimension( le*el( attribute( or measure.
! dimension is a broad grouping of related data about a ma8or aspect of your business. 2or e$ample( you ha*e a dimension called 4roducts.
! le*el represents related data %ithin a hierarchy. 2or e$ample( the 4roducts dimension contains le*els called 4roduct 6ine and 4roduct ype.
!n attribute is a characteristic of a member that the business %ants to quantify. 2or e$ample( the 4roducts dimension contains attributes called )olor and
&i"e.
! measure is a performance indicator that is quantifiable and used to determine ho% %ell a business is operating. 2or e$ample( useful measures may be
Duantity &old or Re*enue.
3.
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o customi"e the properties of a dimension( select the heading for the item in the 'ata (re0iew field and complete the follo%ing actions0
#$pand Ad0anced +a!!ing to display all properties. a.
If you are importing a dimension %ith multiple le*els and the member names are not unique( select the )ualify member names check bo$ and specify
a character for the separator.
If member names are all unique( clear the )ualify member names check bo$.
!n e$ample of non:unique members at the same le*el is the @ears dimension. #ach year contains a first quarter and each first quarter contains Ganuary.
!n e$ample of non:unique members at different le*els is the 'orth !merica dimension. 7ntario is listed as a city in )alifornia and 7ntario is listed as a
pro*ince in )anada.
b.
o create a member that displays a total for the dimension( ensure that the Create total element check bo$ is selected. c.
o mo*e the dimension in the structure( change the 'imension Inde/ field.
@ou can also drag the dimension to a ne% location.
d.
&pecify ho% the consolidated members %ill be sorted. e.
&pecify ho% the leaf( or child( members %ill be sorted. f.
&pecify ho% to update the cube. 'e% *alues can be added to e$isting *alues or ne% *alues can replace e$isting *alues. g.
4.
If you are using the Im!ort 'imensions command( select the dimension that is structured as a parent:child hierarchy( select the (arent-Child check bo$(
and complete the follo%ing actions0
9ap the columns in the source that %ill be the parent. a.
9ap the columns in the source that %ill be the child. b.
&pecify ho% to update the target. 'e% members can be appended to e$isting members or ne% members can replace e$isting members. c.
5.
o define a le*el( complete the follo%ing actions0
&elect the heading for the item in the 'ata (re0iew field. @ou can select multiple items and define them all as le*els in one step. a.
)lick ,e0el under +a!!ing %y!e. b.
In the 1wner 'imension field( select the dimension that this le*el belongs to.
2or e$ample( the source lists @ears( Duarters( 9onths( and 1ays as separate columns. #ach column is defined as a separate dimension. o create a
hierarchy %ith @ears at the top and 1ays at the bottom( define Duarters( 9onths( and 1ays as le*els %ith @ears as the le*el at the top.
c.
o mo*e the le*el in the structure( change the ,e0el Inde/ field. d.
+.
o add an attribute to a le*el( complete the follo%ing actions0
&elect the heading for the item in the 'ata (re0iew field. @ou can select multiple items and define them all as attributes in one step. a.
)lick +ember Attribute under +a!!ing %y!e. b.
&pecify the data type for the attribute. c.
&elect the dimension and le*el that this attribute belongs to. d.
7ptional0 1efine the attribute as an alias. !n alias adds data that can be used as an alternate name for a member( such as a name in another language.
#ach alias must ha*e a unique name.
e.
,.
If you are using the Im!ort 'ata command( define measures for the cube by completing the follo%ing actions0
#$pand Ad0anced +a!!ing to display all properties. a.
&elect the heading for the item in the 'ata (re0iew field. @ou can select multiple items and define them all as measures in one step. b.
)lick +easure under +a!!ing %y!e. c.
&pecify the data type for the measure. d.
o mo*e the measure in the structure( change the +easure Inde/ field. e.
-.
If you %ant to e$clude a column from the import( select it in 'ata (re0iew field and click 'o not ma! under +a!!ing %y!e.
@ou can select multiple dimensions and e$clude them from the import in one step.
..
If you %ant to add a calculated column( complete the follo%ing actions0
)lick Add calculated column. a.
&elect the e$pression that is created. b.
ype the e$pression in the 2/!ression field. #$pressions must end %ith a semicolon AHB.
2or e$ample( to add a calculated column for #mployee 'ame that concatenates 6ast 'ame and 2irst 'ame( define the follo%ing e$pression0
v_Expression = v_Last_Name_0 | ',' | v_First_Name_1;
@ou can also use a calculated column to rename members( for e$ample( to ha*e the source match the target names or to remo*e e$traneous characters
from the source.
2or more information about formulas for the e$pression( see the IBM Cognos TM1 Reference Guide that is a*ailable here in the 412 section0 I<9 )ognos
91 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
c.
4re*ie% the results of the e$pression. d.
5se the calculated column to create ne% dimensions( le*els( or attributes( or to map parent or child items in a parent:child hierarchy. e.
1/.
If you are using the Im!ort 'imensions command( click Finish.
If you are using the Im!ort 'ata command and you %ant to display the imported data in a crosstab( click Finish.
If you are using the Im!ort 'ata command and you %ant to display the imported data only in the )ontent pane( click .e/t( clear the 1!en cube
0iewer u!on com!letion check bo$( and click Finish.
11.
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$elated tasks0
Getting data quickly
Importing from a relational data source
Refreshing data
)reating cubes( dimensions( and measures
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".3. Im!orting from a relational data source
<efore you import data from a relational data source( ensure that you understand your relational data source and ho% to build &D6 queries. #nsure that the
71<) connections ha*e been defined. >hen you are %orking in connected mode( you can use the 71<) relational data sources that are defined on the ser*er.
(rocedure
)lick Get 'ata F Im!ort 'imensions.
)lick Get 'ata F Im!ort 'ata
1.
In the ource ty!e field( select $elational data source 41'&C5 and specify the connection details. 2.
&elect an 71<) relational data source from the list that is defined for your system. 3.
7pen the Duery <uilder.
!n alternati*e is to type the &D6 for the query.
4.
o specify the columns to use in the query to get data( click the 'ata -iew tab and drag the columns or tables from the +etadata 2/!lorer field to the
grid.
@ou can add the columns themsel*es or tables. he query uses the columns that you add directly to the grid to get data. he query also uses the columns
that belong to the tables that you add to the grid.
5.
o create 8oins based on relationships bet%een columns in the tables( click the )uery 'iagram tab and do the follo%ing actions0
1rag tables from the +etadata 2/!lorer field to the diagram.
he query uses the tables that you add to the diagram to connect other tables. he query does not use the columns that belong to these tables to get
data.
a.
&elect the items for the relationship and click . b.
&pecify the cardinality for the relationship.
)ardinality is used to a*oid double:counting fact data( to support loop 8oins that are common in star schema models( to optimi"e access to the
underlying data source system( and to identify items that beha*e as facts or dimensions.
c.
2or more information about relationships and cardinality( see the IBM Cognos Framework Manager User Guide that is a*ailable here in the 412 section0
http0CCpublib.boulder.ibm.comCinfocenterCcbiC*1/r1m/Cinde$.8sp.
+.
o edit the &D6 query manually( click the ), -iew tab. he actions that you complete in the 'ata -iew tab or the )uery 'iagram tab are reflected in the
), -iew tab.
,.
If you are satisfied %ith the query( click 16. -.
o pre*ie% the data that is returned by the query that you created manually or in the Duery <uilder( click $efresh. ..
If you %ant to map the dimensions( click .e/t.
2or information on mapping( see Importing and mapping dimensions or cubes.
1/.
If you are satisfied %ith the settings( click Finish. 11.
$elated tasks0
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".7. $efreshing data
>hen the contents of the data source change( you can import the ne% data.
(rocedure
)lick the Content icon and then click 'ata. 1.
Right:click the cube %hose data you %ant to refresh. 2.
)lick one of the follo%ing commands0
ilent $efresh %hen you do not need to change the mappings that you defined earlier. If you imported the same source se*eral times( the ilent
$efresh command uses the last mappings. @ou do not ha*e any more steps to complete.
Guided $efresh %hen you need to define different mappings
3.
If you are using the Guided $efresh command( complete the follo%ing actions0
)lear the target data. a.
&pecify ho% to update the cube. 'e% *alues can be added to e$isting *alues or ne% *alues can replace e$isting *alues. b.
&elect additional columns and define their mapping type. !ny columns that you drag to an e$isting cube can be measures or attributes. @ou cannot
change them to be dimensions or le*els.
2or more information on mapping the source to the target( see Importing and mapping dimensions or cubes.
c.
If you %ant to delete e$isting dimensions( right:click the dimensions and click 'elete. d.
If you %ant to import fact data( or measures( only( map to the leaf le*el of a hierarchy.
@ou can change the mappings for measures. 2or e$ample( you earlier imported a measure called )ost. @ou are no% importing a measure called 5nit )ost
and you %ant the data for 5nit )ost to be in the )ost measure. @ou map the 5nit )ost measure to the )ost measure in the Im!ort %i"ard.
e.
4.
If the names of measures do not match( add a calculated column that renames the source to match the e$isting measures in the target by completing the
follo%ing actions0
)lick Add calculated column. a.
&elect the e$pression that is created. b.
ype the e$pression in the 2/!ression field. #$pressions must end %ith a semicolon AHB.
2or e$ample( to add a calculated column for #mployee 'ame that concatenates 6ast 'ame and 2irst 'ame( define the follo%ing e$pression0
v_Expression = v_Last_Name_0 | ',' | v_First_Name_1;
@ou can also use a calculated column to rename members( for e$ample( to ha*e the source match the target names or to remo*e e$traneous characters
from the source.
2or more information about formulas for the e$pression( see the IBM Cognos TM1 Reference Guide that is a*ailable here in the 412 section0 I<9?
)ognos? 91? 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
c.
4re*ie% the results of the e$pression. d.
5se the calculated column to create ne% dimensions( le*els( or attributes( or to map parent or child items in a parent:child hierarchy. e.
5.
If you %ant to display the imported data in the )ontent pane only( click .e/t( clear the 1!en cube 0iewer u!on com!letion check bo$( and click
Finish.
If you %ant to display the imported data in a crosstab( click Finish.
+.
$esults
If you %ant to schedule a process to refresh the data( see the topics about chores in the IBM Cognos TM1 User Guide that is a*ailable here in the 412 section0
I<9 )ognos 91 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
$elated tasks0
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".8. %ransferring in dimensions
>hen you transfer hierarchies from I<9? )ognos? <usiness Eie%point( the hierarchies become dimensions in I<9 )ognos Insight.
&efore you begin
@ou must be using )ognos <usiness Eie%point *ersion 1/.1.1 or later.
)ognos Insight must be able to find the 5R6 for )ognos <usiness Eie%point.
(rocedure
If a connection has not been set up for )ognos <usiness Eie%point( complete the follo%ing actions0
)lick the Actions menu icon and then click +y (references. a.
In the ystem ty!e bo$( select the type. b.
In the ystem gateway U$I( specify the 5R6. he 5R6 is case:sensiti*e. c.
)lick Add. d.
)lick 16. e.
@ou can also define a connection to )ognos <usiness Eie%point in the I<9 )ognos 91? system.
1.
)lick Get 'ata F %ransfer In.
he command is a*ailable only if you ha*e a connection to )ognos <usiness Eie%point.
2.
&elect one *ersion of a hierarchy along %ith any child subsets. @ou can select multiple hierarchies but you can only select one hierarchy per dimension. 3.
)lick 16. 4.
Re*ie% the selection that you ha*e made and click 16 to continue. 5.
In the ummary page( click 16 to complete the transfer. +.
$elated tasks0
)onnecting to a )ognos 91 system
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3. Analy9ing data
>hen you e$plore( sort( and nest data( you see the information from different perspecti*es and can use your analysis to make better business decisions. 2or
e$ample( you can use a line chart to help you identify trends.
2/!loring data
#$plore the connections bet%een dimensions by dragging dimensions to the can*as. #ach dimension then appears in a separate #$plore 4oint. >hen you
select a member in one #$plore 4oint( members in other dimensions that are associated to it are highlighted %hile members that are not associated to it are
not highlighted. 2or e$ample( one #$plore 4oint sho%s months and another #$plore 4oint sho%s products sold in #urope. >hen you select Guly( you see that
sunglasses are selling but %inter 8ackets are not. @ou can also e$plore a hierarchy by e$panding it to the le*el that you specify.
orting
&orting the range of *alues in an ascending or descending order makes it easier for you to organi"e and analy"e your data.
.esting: slicing: and dicing data
&%ap dimensions in the crosstab to analy"e information from different *ie%points and understand it better.
Calculations
)alculations are important to sol*ing problems and making decisions. hey can help you define the relationships bet%een items of interest. 2or e$ample(
calculations such as *ariance and *ariance percentage can assist %ith your cost:benefit analysis by enabling you to compare costs *ersus re*enues and
actual sales *ersus pro8ected sales.
2/am!les* $ules
Rules let you calculate cell *alues through the use of functions( numeric operations( conditional e$pressions( and inter:cube references. his topic describes
some e$amples of rules.
Adding currency symbols to measures
@ou can assign a currency symbol( such as a euro or dollar sign( to measures.
2ntering data
@ou can enter in your data directly into the crosstab and use commands to perform simple calculation tasks. @ou can also copy and paste into the cells or
import data from a 9icrosoft #$cel %orkbook or a )&E file.
'u!licating a member
>hen performing a %hat:if analysis( you %ant se*eral copies of the same member.
!reading data
@ou can use data spreading to distribute a number e*enly or proportionally to a reference cell.
Free9ing rows or columns
>hen scrolling through a large data set( you can free"e the ro%s or columns so that you do not lose sight of the headings or other rele*ant data.
;iding rows or columns
@ou can hide ro%s or columns that are not needed. 2or e$ample( after creating a calculation( you can hide ro%s or columns that are used in the calculation
but are not needed in the %orkspace.
u!!ressing em!ty rows or columns
@ou can hide an entire ro% or column that contain empty cells. his function is useful %hen adding charts because including empty cells can ske% the results.
2/!orting data
o back up your data to another location( transfer your dimensions from the crosstab to a )&E file. @ou can *ie% and edit the file in a 9icrosoft #$cel
spreadsheet.
(rinting
@ou can print the entire contents of your crosstab. 3o%e*er( sometimes you do not need to print all dimensions and may %ant to print a select portion.
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3.1. 2/!loring data
#$plore the connections bet%een dimensions by dragging dimensions to the can*as. #ach dimension then appears in a separate #$plore 4oint. >hen you select a
member in one #$plore 4oint( members in other dimensions that are associated to it are highlighted %hile members that are not associated to it are not
highlighted. 2or e$ample( one #$plore 4oint sho%s months and another #$plore 4oint sho%s products sold in #urope. >hen you select Guly( you see that
sunglasses are selling but %inter 8ackets are not. @ou can also e$plore a hierarchy by e$panding it to the le*el that you specify.
2/!loring connections between dimensions
@ou %ant to see ho% your dimensions are related as %ell as %here they are not connected. 2or e$ample( you %ant to see %hich customers buy one product
but not a related product. @ou can then promote the related product to these customers.
earching for members
>hen a dimension contains many members( you can use an #$plore 4oint to search for a member.
$eturning to the original results
)lear the selections in the #$plore 4oints to return to the original results. @ou can then use a ne% combination of #$plore 4oints to further analy"e the data
or perform other tasks.
(arent to!ic* !naly"ing data
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3.1.1. 2/!loring connections between dimensions
@ou %ant to see ho% your dimensions are related as %ell as %here they are not connected. 2or e$ample( you %ant to see %hich customers buy one product but
not a related product. @ou can then promote the related product to these customers.
(rocedure
1rag each dimension that you %ant to %ork %ith onto the can*as.
o *ie% #$plore 4oints for all dimensions and measures %ithout dragging them onto the can*as( click 2/!lore F -iew 2/!lore (ane.
9embers that do not contain data are not in bold %hile members that contain data are in bold.
<y default( all #$plore 4oints are flat. @ou can *ie% them as a hierarchy.
2.
&elect one or more members in each #$plore 4oint or in the #$plore pane to e$plore and analy"e the dimensions.
If you select one member in one #$plore 4oint( members that are associated to it are highlighted %hile members that are not associated to it are not
highlighted.
If you select multiple members( data for any of the selected members is highlighted.
2or e$ample( one #$plore 4oint sho%s months( a second #$plore 4oint sho%s products( and a third #$plore 4oint sho%s your stores. If you select Ganuary(
2ebruary( and 9arch( you see %hich stores sold %hich products in any of these months. he products and stores are highlighted only if they contain data for
Ganuary or 2ebruary or 9arch. If you then select t%o products as %ell as these months( you see a further refinement of the data. he stores that are
highlighted must ha*e sold at least one of the t%o products in Ganuary or 2ebruary or 9arch.
If the data in the crosstab is aggregated( selecting members in the #$plore 4oints changes the totals. 2or e$ample( the crosstab sho%s re*enue for all
products for each quarter. If you select a specific product in an #$plore 4oint( the crosstab still sho%s all products in the headings but the total is no% the
total for the product that you selected.
3.
If you do not %ant members to appear at top of the #$plore 4oint( click 2/!lore F 'isable &ubble U! so that the check mark appears. 4.
(arent to!ic* #$ploring data
$elated tasks0
Returning to the original results
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3.1.". earching for members
>hen a dimension contains many members( you can use an #$plore 4oint to search for a member.
(rocedure
If the dimension is not in an #$plore 4oint( drag it to the can*as. 1.
In the title bar of the #$plore 4oint( click the earch icon . 2.
In the te$t bo$ that appears( type a character string. 3.
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3.1.3. $eturning to the original results
)lear the selections in the #$plore 4oints to return to the original results. @ou can then use a ne% combination of #$plore 4oints to further analy"e the data or
perform other tasks.
(rocedure
)omplete one or more of the follo%ing actions0
If you %ant to clear the selections in one #$plore 4oint( click 2/!lore F Clear !ecific 2/!lore (oint.
If you %ant to clear the selections in all #$plore 4oint( click 2/!lore F Clear All 2/!lore (oints.
1.
If you %ant to hide the #$plore pane( click 2/!lore F ;ide 2/!lore (ane. 2.
$elated tasks0
#$ploring connections bet%een dimensions
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3.". orting
&orting the range of *alues in an ascending or descending order makes it easier for you to organi"e and analy"e your data.
(rocedure
&elect the entire ro% or column you %ant to sort. 1.
Right:click the header and click ort. 2.
&pecify if you %ant to sort by *alue or label and then click ort Ascending or ort 'escending. 3.
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3.3. .esting: slicing: and dicing data
&%ap dimensions in the crosstab to analy"e information from different *ie%points and understand it better.
(rocedure
o nest a dimension under another dimension or to change %hich dimensions appear in the ro%s( columns( or conte$t( drag a dimension from one ro%(
column( or conte$t to another.
1.
o change the conte$t( click the arro% of the dimension in the o*er*ie% area to display the list and select the le*el of detail that you %ant. 2.
o change the *ie% of the data( click the wa! icon . 3.
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3.7. Calculations
)alculations are important to sol*ing problems and making decisions. hey can help you define the relationships bet%een items of interest. 2or e$ample(
calculations such as *ariance and *ariance percentage can assist %ith your cost:benefit analysis by enabling you to compare costs *ersus re*enues and actual
sales *ersus pro8ected sales.
'ote the follo%ing considerations0
If you are using a number that is greater than "ero but less than one( preface the number %ith a leading "ero. 2or e$ample( /.1/.
5se single quotes and square brackets around names. 2or e$ample( IJbudget*ersion2JK.
#nd each calculation %ith a semicolon AHB.
@ou can use spaces to impro*e clarity.
@ou can use both uppercase and lo%ercase letters. he synta$ is not case:sensiti*e.
Adding a sim!le calculation
@ou can use other ro%s( columns( or numbers to add( subtract( multiply( or di*ide ro%s or columns. @ou can also create a custom calculation.
2/ce!tion highlighting
@ou can compare t%o ro%s or columns to identify information that may need further e$ploration.
Calculating 0ariance
@ou can find the difference bet%een the data in any t%o columns or ro%s by calculating the *ariance.
Calculating 0ariance !ercentage
@ou can find the percentage difference bet%een t%o ro%s or columns by calculating the *ariance percentage. he *ariance percentage calculation is the
difference bet%een t%o numbers( di*ided by the first number( then multiplied by 1//.
Calculating contribution margin
)ontribution margin sho%s %hich products are the most profitable( %hich ones are breaking e*en( and %hich ones are costing you more than they earn in
re*enue. @ou can use this information %hen planning sales forecasts and sales incenti*es as %ell as the product mi$ for ne$t year. @ou can also add
measures to allocate additional costs that are not included in the unit cost( such as o*erhead. @ou can spread these additional costs proportionally( and
include them in your contribution margin calculation.
Changing how totals are dis!layed for measures
@ou can change ho% to display the summaries( or totals( for measures only.
Calculating the highest contribution
>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate the highest contribution.
Calculating the lowest contribution
>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate helpful to locate the lo%est contribution.
2diting a calculation
@ou can make changes to a calculation at any time.
2diting all calculations
@ou can *ie% and edit all the calculations that are defined in a %orkspace.
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3.7.1. Adding a sim!le calculation
@ou can use other ro%s( columns( or numbers to add( subtract( multiply( or di*ide ro%s or columns. @ou can also create a custom calculation.
&efore you begin
he data that you %ant to use in the calculation must appear in the ro%s or columns.
(rocedure
&elect one or more ro%s or columns for the calculation. 1.
Right:click the ro%s or columns and click Calculate. 2.
&elect one of the calculation commands0 add( subtract( multiply( di*ide( or Custom. 3.
If you select Custom( complete the follo%ing actions0
In the 2/!ression field( enter the calculation. !fter you enter [( a list appears that you can use to select items. a.
&pecify %hether the total for the arguments is summari"ed first or the arguments are applied first. b.
)lick 16. c.
4.
o rename the ne% ro% or column( highlight it and type a ne% name. 5.
(arent to!ic* )alculations
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3.7.". 2/ce!tion highlighting
@ou can compare t%o ro%s or columns to identify information that may need further e$ploration.
(rocedure
&elect the t%o ro%s or columns that you %ant to compare. 1.
2rom the Calculate list ( click Com!are.
! ne% ro% or column sho%s a green circle for e$cellent or 1/ percent higher than e$pected( a yello% diamond for a*erage ( and a red square for poor
or 1/ percent lo%er than e$pected.
2.
o rename the ne% ro% or column( highlight it and type a ne% name. 3.
o change %hat is identified as e$cellent( a*erage( or poor( complete the follo%ing actions0
)lick Calculate F 2dit this calculation. a.
o change the definition for e$cellent( change the 1.1. b.
o change the definition for poor( change the /... c.
4.
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3.7.3. Calculating 0ariance
@ou can find the difference bet%een the data in any t%o columns or ro%s by calculating the *ariance.
About this task
he steps use forecast re*enue and actual re*enue for each product line as e$ample data.
(rocedure
&elect the ro%s or columns that you %ant to use. 1.
2rom the Calculate list ( select one dimension minus another dimension.
In our e$ample( click Forecast $e0enue - Actual $e0enue.
2.
o rename the ne% ro% or column that contains the calculation( highlight it and type Variance. 3.
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3.7.7. Calculating 0ariance !ercentage
@ou can find the percentage difference bet%een t%o ro%s or columns by calculating the *ariance percentage. he *ariance percentage calculation is the
difference bet%een t%o numbers( di*ided by the first number( then multiplied by 1//.
About this task
he steps use forecast re*enue and actual re*enue for each product line as e$ample data.
(rocedure
Right:click the ro%s or columns and click Calculate F Custom. 2.
In the 2/!ression field( enter an opening parenthesis( one dimension minus another dimension( and a closing parenthesis. hen di*ide by the second
dimension and multiply by 1//.
In our e$ample( enter the follo%ing synta$ into the 2/!ression field0
([actualrevenue'] - [forecastrevenue']) / [forecastrevenue'] * 100
!fter you enter [( a list appears that you can use to select !ctual Re*enue instead of typing it manually. If you use the list( ensure that the quotation marks
and brackets are added properly.
3.
5nder Calculation order( ensure that ummari9e first: then a!!ly the calculation is selected. 4.
In the .ame field( type Variance Percentage. 5.
)lick 16. +.
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3.7.8. Calculating contribution margin
)ontribution margin sho%s %hich products are the most profitable( %hich ones are breaking e*en( and %hich ones are costing you more than they earn in
re*enue. @ou can use this information %hen planning sales forecasts and sales incenti*es as %ell as the product mi$ for ne$t year. @ou can also add measures to
allocate additional costs that are not included in the unit cost( such as o*erhead. @ou can spread these additional costs proportionally( and include them in your
contribution margin calculation.
About this task
he steps use unit price and cost of goods listed for each product as an e$ample. @ou %ant to calculate the contribution margin for each product.
(rocedure
2rom the Calculate list ( click one dimension minus another dimension.
In our e$ample( select 5nit 4rice : )ost of Goods.
2.
o rename the ne% ro% or column that contains the calculation( highlight it and type Contribution Margin. 3.
o see %hich products contribute the most( right:click the )ontribution 9argin heading( and click ort. 4.
&pecify if you %ant to sort by *alue or label and then click ort Ascending or ort 'escending. 5.
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3.7.<. Changing how totals are dis!layed for measures
@ou can change ho% to display the summaries( or totals( for measures only.
(rocedure
Right:click the cell of the measure or right:click the heading for the measure that you %ant to change. 1.
)lick $ollu! and select one of the follo%ing commands0
ummary to display the total for the members that make up the measure
A0erage to display the a*erage *alue of the members that make up the measure
+inimum to display the minimum *alue of the members that make up the measure
+a/imum to display the ma$imum *alue of the members that make up the measure
Count to display the number of members that make up the measure( e$cluding null *alues
2.
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3.7.=. Calculating the highest contribution
>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate the highest contribution.
About this task
he steps use re*enue listed for each product line by month as e$ample data. @ou %ant to disco*er %hich month contributes the most re*enue so that you can
plan larger shipments for that month.
(rocedure
&elect one or more measures.
In our e$ample( select the 9onths column.
1.
Right:click the measures and click $ollu! F +a/imum. 2.
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3.7.>. Calculating the lowest contribution
>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate helpful to locate the lo%est contribution.
About this task
he steps use re*enue listed for each product line by month as e$ample data. @ou %ant to disco*er %hich month contributes the least re*enue so that you can
plan additional sales promotions for that month.
(rocedure
&elect one or more measures.
In our e$ample( select the 9onths column.
1.
Right:click the ro% or column and click $ollu! F +inimum. 2.
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3.7.?. 2diting a calculation
@ou can make changes to a calculation at any time.
(rocedure
Right:click the calculation that you %ant to edit. 1.
)lick Calculate F 2dit this calculation. 2.
9ake the required changes. 3.
&pecify %hether the total for the arguments is summari"ed first or the calculation applied first. 4.
)lick 16. 5.
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3.7.10. 2diting all calculations
@ou can *ie% and edit all the calculations that are defined in a %orkspace.
&efore you begin
<efore editing the calculations( ensure that you understand %hat can be changed in the calculation. 2or more information about rules( see the IBM Cognos TM1
Reference Guide that is a*ailable here in the 412 section0 I<9? )ognos? 91? 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenter
Cctm1C*1/r1m/Cinde$.8spB.
(rocedure
)lick the @idget actions icon and click et Cube $ules. 1.
9ake the required edits to the calculations. 2.
>hen you are done( click 16. 3.
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3.8. 2/am!les* $ules
Rules let you calculate cell *alues through the use of functions( numeric operations( conditional e$pressions( and inter:cube references. his topic describes some
e$amples of rules.
>hen you use the Calculate options in I<9? )ognos? Insight( rules that perform the desired comparison or calculations are automatically generated. @ou can
click the et Cube $ules command from the @idget actions icon to re*ie% or edit the rules.
2/am!le* Com!aring two members
>hen you select t%o members and use the Com!are command from the Calculate list ( each member is e*aluated against a rule that is generated for you.
@ou see a ne% ro% or column that sho%s a green circle for e$cellent or 1/ percent higher than e$pected( a yello% diamond for a*erage ( and a red square
for poor or 1/ percent lo%er than e$pected.
he generated rule statement that dri*es this graphic display is sho%n belo%. his rule statement indicates that for the Compare Forecast Revenue vs. Actual
Revenue member in the Measures dimension( if the *alue of Forecast Revenue is less than ./L of Actual Revenue( then the *alue of the Compare Forecast
Revenue vs. Actual Revenue member is :1. If the if the *alue of Forecast Revenue is greater than 11/L of Actual Revenue( then the *alue of the Compare
Forecast Revenue vs. Actual Revenue member is 1. 7ther%ise( the *alue of Compare Forecast Revenue vs. Actual Revenue member is /.
['Measures':'Compare Forecast Revenue vs. Actual Revenue'] = IF(['Measures':'Forecast Revenue'] < ['Measures':'Actual Revenue']*0.9,
-1,
IF(['Measures':'Forecast Revenue'] > ['Measures':'Actual Revenue']*1.1,
1,
0
)
);
In this case( a *alue of :1 for Compare Forecast Revenue vs. Actual Revenue displays a green circle. ! *alue of 1 for Compare Forecast Revenue vs.
Actual Revenue displays a red square. ! *alue of / for Compare Forecast Revenue vs. Actual Revenue displays a yello% diamond.
@ou can edit the rule statement to modify the thresholds at %hich these *isual indicators appear. 2or e$ample( if you %ant the green circle to appear %hen
Actual Revenue e$ceeds Forecast Revenue by 2/L( and you %ant the red square to appear %hen Actual Revenue falls short of Forecast Revenue by 2/L(
you %ould modify the statement as follo%s0
['Measures':'Compare Forecast Revenue vs. Actual Revenue'] = IF(['Measures':'Forecast Revenue'] < ['Measures':'Actual Revenue']*0.8,
-1,
IF(['Measures':'Forecast Revenue'] > ['Measures':'Actual Revenue']*1.2,
1,
0
)
);
2/am!le* (ercentage of total
! crosstab lists the number of employees in each department. @ou %ant to see %hat the percentage of the total headcount is in each department( such as the
percentage of employees in 3uman Resources or Research and 1e*elopment. @ou can accomplish this %ith a manually created rule statement similar to the
follo%ing0
['% of Total']= ['Headcount'] / ['Headcount','Total'];
his rule statement requires that your dimension includes a member named % of Total. 2or any gi*en department( the *alue of the % of Totalmember is
calculated by di*iding the headcount of the current department by total headcount for all departments. o display correctly( the % of Total member should be
formatted as a percentage.
+ore information about rules
2or a complete description of rules( including a comprehensi*e e$ample of de*eloping a comple$ application %ith rules( see the IBM Cognos TM1 Rules Guide.
2or descriptions of all the functions that can be used in rules( see the IBM Cognos TM1 Reference Guide.
hese guides are a*ailable in the 412 section on the information center0 I<9 )ognos 91? 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenter
Cctm1C*1/r1m/Cinde$.8spB.
30 of 104 26-09-2014 11:05
3.<. Adding currency symbols to measures
@ou can assign a currency symbol( such as a euro or dollar sign( to measures.
(rocedure
Right:click the measure that you %ant to edit( and click 2dit and +o0e. 1.
Right:click the .ame label in the header and click Format. 2.
1ouble:click a cell under the Format field to display the Format dialog bo$ %here you can make the required format changes. 3.
&elect the .umber format style. 4.
)lick the Ad0anced tab and enter the currency symbol of your choice in the (refi/ fields. 5.
)lick 16 and then click Close. +.
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3.=. 2ntering data
@ou can enter in your data directly into the crosstab and use commands to perform simple calculation tasks. @ou can also copy and paste into the cells or import
data from a 9icrosoft #$cel %orkbook or a )&E file.
(rocedure
o change the *alues in a cell( double:click the cell( type the ne% *alues( and press #nter or use the arro% keys.
>hen you press #nter( the data is displayed in blue. his indicates that the data you ha*e entered is different than the original *alues on the I<9? )ognos?
91? ser*er. If other cells are related to the cell %here you entered data( pressing #nter results in these cells turning blue to indicate that their *alues are
also different than the original *alues on the )ognos 91 ser*er.
>hen you use the arro% keys to mo*e to another cell( the data is displayed in green if you are contributing to a plan. his indicates that the data in the cell
has changed and that the change is pending. Recalculations are not performed and related cells are not updated. If you are %orking %ith personal data( the
data is displayed in blue until you sa*e the %orkspace.
>hen you commit your changes( the changed *alues are sa*ed on the )ognos 91 ser*er. he data is then displayed in black to indicate that others can see
the changes to the data.
1ata that %ill appear in a chart must be in the follo%ing range0 /.////////1 to ..(...(...(...(...(...(...(...(...(...(....
If you are %orking in distributed mode and delete data( the data is still a*ailable on the ser*er until you submit the data. his is because the data is stored
locally in distributed mode.
1.
7ptional0 5se the follo%ing commands to enter data in a cell. hese commands are processed %hen you press #nter and can be applied only to the current
crosstab. hese commands are not case:sensiti*e.
able 1. )ommands for entering data
Command 'escri!tion
;
#nters the *alue in thousands.
2or e$ample( 5; results in 5/// being entered in the cell.
9
#nters the *alue in millions.
2or e$ample( 1/9 results in 1/(///(/// being entered in the cell.
!dd( M
!dds a number to the cell *alue.
2or e$ample( !dd5/ adds 5/ to the cell *alue.
&ub
&ubtracts a number from the cell *alue.
2or e$ample( &ub5/ subtracts 5/ from the cell *alue.
Increase( Inc( F
Increases the cell *alue by a number used as a percentage.
2or e$ample( inc+ or +F increases the cell *alue by +L.
1ecrease( 1ec( N
1ecreases the cell *alue by a number used as a percentage.
2or e$ample( 1ec+ or +N decreases the cell *alue by +L.
3old( 3ol 3olds the cell *alue from data spreads.
Release( Rel Releases held cells.
9ultiply( 9ul
9ultiplies the cell *alue by a number.
2or e$ample( 9ul5/ multiplies each cell *alue by 5/.
1i*ide( 1i*
1i*ides each cell *alue by a number.
2or e$ample( 1i*5/ di*ides each cell *alue by 5/.
Gro%
!pplies compound gro%th to the percentage that you enter.
2or e$ample( Gro%5 adds 5L to e*ery member in a dimension.
4o%er( 4o%
Raises the number of one cell to the po%er that you enter.
2or e$ample( the number in the cell is 1/. #ntering 4o%3 raises 1/ to 1///.
F )opies the *alue to the right to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.
N )opies the *alue to the left to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.
O )opies the *alue do%n to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.
P )opies the *alue up to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.
0 A a colonB &tops copying.
2.
32 of 104 26-09-2014 11:05
o change the heading for a ro% or column( double:click the heading( type in the ne% name( and press #nter. 3.
(arent to!ic* )ontributing to a plan
$elated tasks0
!dding your contribution
33 of 104 26-09-2014 11:05
3.>. 'u!licating a member
>hen performing a %hat:if analysis( you %ant se*eral copies of the same member.
(rocedure
Right:click the member that you %ant to duplicate( and click 'u!licate +ember.
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3.?. !reading data
@ou can use data spreading to distribute a number e*enly or proportionally to a reference cell.
@ou cannot use data spreading in an #$plore 4oint if you ha*e selected multiple members.
!reading data e#ually across cells
@ou can use data spreading to e*enly distribute a number across a range of empty cells. @ou can e$clude cells from the data spread so that the data in the
selected cells does not change.
!reading data !ro!ortionally across cells
@ou can use data spreading to distribute a number across cells proportional to a reference cell. he reference cell must share the same consolidations as the
cell from %hich you initiate spreading. @ou can e$clude cells from the data spread so that the data in these cells does not change.
35 of 104 26-09-2014 11:05
3.?.1. !reading data e#ually across cells
@ou can use data spreading to e*enly distribute a number across a range of empty cells. @ou can e$clude cells from the data spread so that the data in the
selected cells does not change.
About this task
2or e$ample( you %ant to distribute the number +/ across 12 cells. >ith equal spreading( each cell contains the number 5.
(rocedure
If you %ant to e$clude cells from the data spread( right:click the cells and click ;old.
o include the cells( right:click them and click $elease or $elease All.
1.
&elect the aggregate cell( such as the total( for the cells %here you %ant to enter data. 2.
#nter the number that you %ant to spread across these cells and click #nter.
2or information on commands to use %hen entering data in a cell( see #ntering data.
3.
In the 'ata !read dialog bo$( click 2#ual !read. 4.
)lick 16. 5.
(arent to!ic* &preading data
$elated tasks0
&preading data proportionally across cells
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3.?.". !reading data !ro!ortionally across cells
@ou can use data spreading to distribute a number across cells proportional to a reference cell. he reference cell must share the same consolidations as the cell
from %hich you initiate spreading. @ou can e$clude cells from the data spread so that the data in these cells does not change.
About this task
2or e$ample( in the first quarter of the year( your organi"ation hired 1// ne% employees in <ra"il0 1/ %ere hired in Ganuary( 2/ in 2ebruary( and ,/ in 9arch.
!rgentina hired 4// ne% employees in the same proportions as <ra"il. >hen you use relati*e proportional spreading( the *alue 4// is spread across the quarter
this %ay0
Ganuary contains 4/( %hich is 1/L of 4//
2ebruary contains -/( %hich is 2/L of 4//
9arch contains 2-/( %hich is ,/L of 4//
(rocedure
If you %ant to e$clude cells from the data spread( right:click the cells and click ;old.
o include the cells( right:click them and click $elease or $elease All.
1.
&elect the aggregate cell( such as the total( for the cells %here you %ant to enter data. 2.
#nter the number that you %ant to spread across these cells and click #nter.
2or information on commands to use %hen entering data in a cell( see #ntering data.
3.
In the 'ata !read dialog bo$( click $elati0e (ro!ortional !read( and select the member to use as the reference cell. 4.
)lick 16. 5.
(arent to!ic* &preading data
$elated tasks0
&preading data equally across cells
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3.10. Free9ing rows or columns
>hen scrolling through a large data set( you can free"e the ro%s or columns so that you do not lose sight of the headings or other rele*ant data.
(rocedure
)lick the cell %here you %ant to free"e the ro%s or columns. 1.
)lick the @idget actions icon and click Free9e (anes. 2.
&croll through the data. 3.
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3.11. ;iding rows or columns
@ou can hide ro%s or columns that are not needed. 2or e$ample( after creating a calculation( you can hide ro%s or columns that are used in the calculation but
are not needed in the %orkspace.
(rocedure
Right:click one or more ro%s or columns and click ;ide. 1.
o sho% the hidden items( right:click a ro% or column and click how all hidden. 2.
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3.1". u!!ressing em!ty rows or columns
@ou can hide an entire ro% or column that contain empty cells. his function is useful %hen adding charts because including empty cells can ske% the results.
&efore you begin
@ou must ha*e a null ro% or column.
(rocedure
2rom the u!!ress em!ty cells list ( click $ows or Columns.
'ote that "eros are not suppressed %hen you use this command because "eros are *alues.
2or information about changing the default *alue in the cube( see the topic about the UNDEFVALS function in the IBM Cognos TM1 Reference Guide that is
a*ailable here in the 412 section0 I<9? )ognos? 91? 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
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3.13. 2/!orting data
o back up your data to another location( transfer your dimensions from the crosstab to a )&E file. @ou can *ie% and edit the file in a 9icrosoft #$cel
spreadsheet.
(rocedure
In the crosstab( click the @idget actions icon and click 2/!ort F 2/!ort to C- File. 1.
#nter a file name( and click a0e. 2.
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3.17. (rinting
@ou can print the entire contents of your crosstab. 3o%e*er( sometimes you do not need to print all dimensions and may %ant to print a select portion.
(rocedure
In the crosstab( click the @idget actions icon and click (rint. 1.
1o one of the follo%ing actions0
If you %ant to print the entire dimension( click Finish.
If you %ant to print a portion of your dimension( specify the parts of the dimension that you %ant to print( click .e/t( and then click Finish.
2.
)lick (rint. 3.
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7. 'esigning a works!ace
!dd %idgets to the can*as to create attracti*e data layouts for yourself or others.
Adding or remo0ing tabs
abs make it easy to organi"e and bro%se through a %orkspace that contains a lot of information. 2or e$ample( you could pro*ide an o*er*ie% on one tab
and details on another.
Adding a crosstab
5se a crosstab to *ie% dimensions and perform basic analysis on your data. <y default( a chart is also displayed.
Charts
)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers. o choose the appropriate type of chart( first define %hat
you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose. 2or e$ample( you can use a line chart to sho% trends.
2/am!le* 'is!laying different data in a crosstab and a chart
@ou can use t%o %idgets to display different data perspecti*es in a crosstab and a chart that use the same cube. @ou can ha*e changes in the data in one
%idget be reflected in the other %idget( or you can ha*e the t%o %idgets remain independent of each other. 2or e$ample( you ha*e a chart on the can*as
that sho%s products by year and a crosstab that sho%s products by region. If you focus on a particular region and hide all other regions on the crosstab( the
chart %ill also sho% the products for the selected region.
Adding action buttons to na0igate the tabs
o guide users through the analysis that you pro*ided in the %orkspace( use action buttons to go from tab to tab. 2or e$ample( on the o*er*ie% tab( pro*ide
buttons to go to the details on the other tabs. @ou can also use an image for the button.
Adding action buttons that run a scri!t
@ou can add a button to run an I<9? )ognos? 91? urboIntegrator script that %as created by the Import %i"ard or by your administrator. 5se a script
that %as created by the Import %i"ard to re:import data %ith the click of a button. If you use a script that the administrator added to the ser*er( you must be
authori"ed to connect to the ser*er.
Adding te/t
5se te$t to create a title or to add e$planatory te$t that describes the assumptions behind your analysis. @ou can change the font( style( color( and si"e of
your te$t.
Adding images
Images add a *isual impact to the %orkspace. he image types .gif( .8peg( .bmp( and .png are supported.
Adding a web !age for additional conte/t
4ro*ide %eb content for additional information or conte$t to the data sho%n in the %orkspace. he %eb page %idget is opaque so you cannot *ie% %idgets
that are behind or on top of it.
A!!lying themes
&tyles or themes personali"e your %orkspace by ha*ing different color schemes( font styles( and designs.
Changing the colors for all widgets
@ou can specify the background color for all %idgets in the %orkspace.
haring information between widgets
>hen you share information bet%een %idgets( changes made in one %idget are reflected in %idgets of the same type in the same %orkspace. 2or e$ample( if
you filter a dimension in one crosstab( the changes also appear in other crosstabs.
,ocking the works!ace
@ou can control the format of the %orkspace %hen it is published by pre*enting your users from mo*ing %idgets on the can*as and by hiding the toolbar on
the %idgets. @ou can add a pass%ord to the %orkspace.
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7.1. Adding or remo0ing tabs
abs make it easy to organi"e and bro%se through a %orkspace that contains a lot of information. 2or e$ample( you could pro*ide an o*er*ie% on one tab and
details on another.
(rocedure
o add a ne% tab( click the Actions menu icon and then click .ew %ab. 1.
Right:click the tab and click $ename.
If you %ant to include an ampersand AQB as part of the tab name( enter t%o ampersands. 2or e$ample( to name a tab Re*enue Q #$penses( enter Re*enue
QQ #$penses.
2.
o add the ability to na*igate to the tab by using a character that is in the tab name( add an ampersand AQB immediately before the character. he character
is then underlined.
2or e$ample( if you name a tab Q#$penses( you can later use !ltM# to na*igate to the #$penses tab.
3.
o remo*e a tab( right:click the tab and click $emo0e %his %ab. 4.
(arent to!ic* 1esigning a %orkspace
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7.". Adding a crosstab
5se a crosstab to *ie% dimensions and perform basic analysis on your data. <y default( a chart is also displayed.
(rocedure
)lick Insert F .ew Crosstab.
If you kno% %here you %ant to place the crosstab on the can*as( right:click the location and click Insert @idget F .ew Crosstab.
If you ha*e imported data( drag a cube from the )ontent pane or select it from the Crosstab and Chart submenu.
1.
#nter your data. 2.
o specify the background color for this %idget( click the @idget actions icon and click 2dit @idget tyle. 3.
o ha*e this %idget appear behind other %idgets( click the @idget actions icon and click end to &ack. 4.
o pre*ent the %idget from being mo*ed and to hide the toolbar( click the @idget actions icon and click ,ock @idget.
@ou can also right:click the can*as and click ,ock All @idgets.
5.
$elated conce!ts0
Getting data
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7.3. Charts
)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers. o choose the appropriate type of chart( first define %hat you
%ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose. 2or e$ample( you can use a line chart to sho% trends.
Adding a chart
)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers.
Chart ty!es
here are many types of charts for presenting your data in a %ay that is meaningful to you and your users.
Changing the chart ty!e
o choose the appropriate type of chart( first define %hat you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose.
2or e$ample( you can use a line chart to sho% trends.
howing or hiding the total on a chart
@ou can display or hide the summary item in the chart.
Charting nested data
If the data in the table is nested( you ha*e additional options %hen adding a chart.
Using the same a/is for all charts
If the charts use the same proportions( using the same a$is makes it easier to compare ro%s and columns in the charts. 3o%e*er( if the charts use different
proportions( such as gross profit margin and gross margin percentage( do not share the a$is so that you ha*e impro*ed *isibility into trends and *ariance in
the charts.
howing or hiding the 0alues on the a/es
he chart a$es correspond to the ro%s and columns displayed in the table. he series a$is plots the data in the columns and the category a$is plots the data
in the ro%s.
howing or hiding the legend
he legend pro*ides useful information and a conte$t for the chart. 3o%e*er if the conte$t is a*ailable else%here( you can hide the legend to conser*e space.
howing or hiding the labels
@ou can hide the labels that appear on the hori"ontal and *ertical a$es of the chart.
;iding a chart
@ou can hide the chart by displaying only the numbers in the crosstab.
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7.3.1. Adding a chart
)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers.
(rocedure
)lick the %idget that you %ant to add a chart to. 1.
2rom the Change dis!lay list ( click one of the follo%ing commands0
Chart to display only a chart
!lit -iew to display both the chart and the crosstab
2.
If the crosstab and chart contain more than 5/ series and 5/ categories( na*igate to the ne$t set of data points by using the arro%s in the chart.
o hide the na*igation controls( from the Change chart list( click -iew 1!tions F Always ;ide the 'ata (agination Control.
3.
(arent to!ic* )harts
$elated conce!ts0
)hart types
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7.3.". Chart ty!es
here are many types of charts for presenting your data in a %ay that is meaningful to you and your users.
o choose the appropriate type of chart( first define %hat you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose.
able 1. ypes of charts
(ur!ose of the chart %y!e of chart to use
#mphasi"e the magnitude of change o*er time !rea chart
&ho% trends o*er time )olumn chart( line chart( point chart
)ompare data <ar chart( column chart
&ho% the relationship of parts to the %hole 4ie chart
&ho% the parts that contribute to the total and compare change o*er time &tacked column chart
&ho% groups of related data <ar chart( column chart
3ighlight proportions 4ie chart
@ou can select the follo%ing formats for the chart types0
standard
&tandard charts compare specific *alues and represent discrete data( such as data for different regions or indi*idual employees.
stacked
&tacked charts compare the proportional contributions %ithin a category( sho%ing the relati*e *alue that each data series contributes to the total. he top of
each stack represents the accumulated totals for each category.
1// percent stacked
1// percent stacked charts compare the proportional contributions across all categories( sho%ing the relati*e contribution of each data series to the total.
his format highlights proportions. >hen actual *alues are important( use another format.
three:dimensional
hree:dimensional charts are a *isually effecti*e display for presentations. >hen e$act *alues are important( such as for control or monitoring purposes( use
another format. he distortion in three:dimensional charts can make them difficult to read accurately.
Area charts
!rea charts are useful for emphasi"ing the magnitude of change o*er time. &tacked area charts are also used to sho% the relationship of parts to the %hole.
!rea charts are like line charts( but the areas belo% the lines are filled %ith colors or patterns.
@ou can select the follo%ing formats0 stacked( 1// percent stacked( or three:dimensional.
&ar charts
<ar charts are useful for plotting many data series.
<ar charts use hori"ontal data markers to compare indi*idual *alues.
@ou can select the follo%ing formats0 standard( stacked( 1// percent stacked( or three:dimensional.
Column charts
)olumn charts are useful for comparing discrete data or sho%ing trends o*er time.
)olumn charts use *ertical data markers to compare indi*idual *alues.
@ou can select the follo%ing formats0 standard( stacked( 1// percent stacked( or three:dimensional.
,ine charts
6ine charts are useful for sho%ing trends o*er time and comparing many data series.
6ine charts plot data at regular points connected by lines.
@ou can select the follo%ing formats0 standard( stacked( or three:dimensional.
(ie charts
4ie charts are useful for highlighting proportions.
hey use segments of a circle to sho% the relationship of parts to the %hole. o highlight actual *alues( use another chart type( such as a stacked chart.
4ie charts plot a single data series. If you need to plot multiple data series( use a 1// percent stacked chart.
@ou can select the follo%ing formats0 standard or three:dimensional.
(oint charts
4oint charts are useful for sho%ing quantitati*e data in an uncluttered fashion.
4oint charts use multiple points to plot data along an ordinal( or non:numeric( a$is. ! point chart the same as a line chart %ithout the lines. 7nly the data points
are sho%n.
@ou can select the standard format.
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$elated tasks0
!dding a chart
)hanging the chart type
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7.3.3. Changing the chart ty!e
o choose the appropriate type of chart( first define %hat you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose. 2or
e$ample( you can use a line chart to sho% trends.
About this task
o choose a chart type( consider %hat you %ant the chart to illustrate. 1ifferent chart types emphasi"e different things.
(rocedure
)lick the %idget that contains the chart you %ant to %ork %ith. 1.
2rom the Change chart list ( click one of the follo%ing commands0
&elect Area( &ar( Column( ,ine( (ie( or (oint.
)lick -iew All to select a different format for a chart( such as a stacked column chart.
2.
If the crosstab and chart contain more than 5/ series and 5/ categories( na*igate to the ne$t set of data points by using the arro%s in the chart.
o hide the na*igation controls( from the Change chart list( click -iew 1!tions F Always ;ide the 'ata (agination Control.
3.
$elated conce!ts0
)hart types
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7.3.7. howing or hiding the total on a chart
@ou can display or hide the summary item in the chart.
(rocedure
2rom the Change chart list ( select how ummaries in Charts to sho% the total. o hide the total( clear how ummaries in Charts. 2.
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7.3.8. Charting nested data
If the data in the table is nested( you ha*e additional options %hen adding a chart.
(rocedure
<y default( the nested ro%s and nested columns are displayed in separate charts. o display them in one chart( clear +atri/ Charts from the Change chart
list .
o display one chart for each nested ro% or nested column( select +atri/ Charts.
If se*eral ro%s or columns are nested( the outer ro% or column is displayed in the chart. 2or e$ample( you ha*e three dimensions nested as ro%s0 @ears(
Regions( and 4roducts in this order. <y default( @ears is displayed in the chart so there is one chart for each year.
2.
o hide the label for the nested ro%s( from the Change chart list( click -iew 1!tions and clear how $ow ;eaders. 3.
o hide the label for the nested columns( from the Change chart list( click -iew 1!tions and clear how Column ;eaders. 4.
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7.3.<. Using the same a/is for all charts
If the charts use the same proportions( using the same a$is makes it easier to compare ro%s and columns in the charts. 3o%e*er( if the charts use different
proportions( such as gross profit margin and gross margin percentage( do not share the a$is so that you ha*e impro*ed *isibility into trends and *ariance in the
charts.
(rocedure
2rom the Change chart list ( select hare A/is Across Charts. 2.
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7.3.=. howing or hiding the 0alues on the a/es
he chart a$es correspond to the ro%s and columns displayed in the table. he series a$is plots the data in the columns and the category a$is plots the data in
the ro%s.
(rocedure
2rom the Change chart list ( click -iew 1!tions F how eries to sho% the *alues on the a$is that is plotting the columns in the table. o hide the
*alues( clear how eries.
2.
o sho% the *alues on the a$is that is plotting the ro%s in the table( click -iew 1!tions F how Category. o hide the *alues( clear how Category. 3.
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7.3.>. howing or hiding the legend
he legend pro*ides useful information and a conte$t for the chart. 3o%e*er if the conte$t is a*ailable else%here( you can hide the legend to conser*e space.
(rocedure
2rom the Change chart list ( click -iew 1!tions F how ,egends. o hide the legend( clear how ,egends. 2.
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7.3.?. howing or hiding the labels
@ou can hide the labels that appear on the hori"ontal and *ertical a$es of the chart.
(rocedure
2rom the Change chart list ( click -iew 1!tions F how eries to sho% the labels on the hori"ontal a$is. o hide the labels( clear how eries. 2.
o sho% the labels on the *ertical a$is( click -iew 1!tions F how Category. o hide the labels ( clear how Category. 3.
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7.3.10. ;iding a chart
@ou can hide the chart by displaying only the numbers in the crosstab.
(rocedure
)lick the %idget that contains the chart you %ant to hide. 1.
2rom the Change dis!lay list ( click Crosstab to hide the chart. 2.
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7.7. 2/am!le* 'is!laying different data in a crosstab and a chart
@ou can use t%o %idgets to display different data perspecti*es in a crosstab and a chart that use the same cube. @ou can ha*e changes in the data in one %idget
be reflected in the other %idget( or you can ha*e the t%o %idgets remain independent of each other. 2or e$ample( you ha*e a chart on the can*as that sho%s
products by year and a crosstab that sho%s products by region. If you focus on a particular region and hide all other regions on the crosstab( the chart %ill also
sho% the products for the selected region.
(rocedure
1rag a cube from the )ontent pane or select it from the Crosstab and Chart submenu.
<y default( the data is displayed in both a crosstab and a chart.
1.
2rom the Change dis!lay list ( click Crosstab to hide the chart. 2.
1rag a different cube or the same cube from the )ontent pane or select it from the Crosstab and Chart submenu. 3.
2rom the Change dis!lay list( click Chart to hide the crosstab. 4.
)hange %hich dimensions appear in the chart and in the crosstab. 5.
o create a ne% cube that contains only the dimensions you %ant to keep( click Create a new cube( specify %hether data is copied or referenced( and click
16. If the data is referenced( changes made in one cube are automatically made in the other cube.
+.
@hat to do ne/t
@ou can also create a copy of a cube and delete dimensions from the copy. )hanges made to data in the original cube are reflected in the copy( and *ice *ersa.
$elated tasks0
&haring or copying a dimension
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7.8. Adding action buttons to na0igate the tabs
o guide users through the analysis that you pro*ided in the %orkspace( use action buttons to go from tab to tab. 2or e$ample( on the o*er*ie% tab( pro*ide
buttons to go to the details on the other tabs. @ou can also use an image for the button.
(rocedure
)lick Insert F Action &utton.
If you kno% %here you %ant to place the action button on the can*as( right:click the location and click Insert @idget F Action &utton.
1.
&elect the Go %o %ab action and specify %hich tab to na*igate to. 2.
o change the label or image for the action button( click the tyle tab. 3.
)lick 16. 4.
o edit the action button( click the @idget actions icon and click 2dit (ro!erties. 5.
o ha*e this %idget appear behind other %idgets( click the @idget actions icon and click end to &ack. +.
,.
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7.<. Adding action buttons that run a scri!t
@ou can add a button to run an I<9? )ognos? 91? urboIntegrator script that %as created by the Import %i"ard or by your administrator. 5se a script that
%as created by the Import %i"ard to re:import data %ith the click of a button. If you use a script that the administrator added to the ser*er( you must be
authori"ed to connect to the ser*er.
(rocedure
)lick Insert F Action &utton.
If you kno% %here you %ant to place the action button on the can*as( right:click the location and click Insert @idget F Action &utton.
1.
&elect a script to run. 2.
&et the parameters by completing each field. 3.
o change the label or image for the action button( click the tyle tab. 4.
)lick 16. 5.
o edit the action button( click the @idget actions icon and click 2dit (ro!erties. +.
o ha*e this %idget appear behind other %idgets( click the @idget actions icon and click end to &ack. ,.
-.
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7.=. Adding te/t
5se te$t to create a title or to add e$planatory te$t that describes the assumptions behind your analysis. @ou can change the font( style( color( and si"e of your
te$t.
(rocedure
1o one of the follo%ing actions to add the te$t %idget0
1ouble:click the can*as %here you %ant to place the te$t %idget.
)lick Insert F %e/t
1.
&elect the te$t that you entered and format it. 2.
4.
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7.>. Adding images
Images add a *isual impact to the %orkspace. he image types .gif( .8peg( .bmp( and .png are supported.
(rocedure
)lick Insert F Image.
If you kno% %here you %ant to place the image on the can*as( right:click the location and click Insert @idget F Image.
1.
<ro%se for the image and click 1!en.
o replace the image( delete it and add a ne% one.
2.
4.
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7.?. Adding a web !age for additional conte/t
4ro*ide %eb content for additional information or conte$t to the data sho%n in the %orkspace. he %eb page %idget is opaque so you cannot *ie% %idgets that
are behind or on top of it.
(rocedure
)lick Insert F @eb (age.
If you kno% %here you %ant to place the %eb page on the can*as( right:click the location and click Insert @idget F @eb (age.
1.
<ro%se for the %eb page on your hard dri*e or type in the 5R6( and click 16. 2.
In the message about accessing the Internet( select (ermit Always and click 16.
>hen e$ploring the %eb page( use !ltM6eft arro% and !ltMRight arro% to na*igate back and forth in the %eb page.
3.
o change %hich %eb page is displayed( click the @idget actions icon and click 2dit (ro!erties. 4.
+.
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7.10. A!!lying themes
&tyles or themes personali"e your %orkspace by ha*ing different color schemes( font styles( and designs.
(rocedure
)lick the Actions menu icon and then click A!!ly @orks!ace %heme. 1.
&elect an e$isting theme or bro%se to a theme that you ha*e created. 2.
)lick 16. 3.
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7.11. Changing the colors for all widgets
@ou can specify the background color for all %idgets in the %orkspace.
(rocedure
)lick tyle F 2dit @orks!ace tyle. 1.
)hange the background color for all %idgets. 2.
)lick 16. 3.
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7.1". haring information between widgets
>hen you share information bet%een %idgets( changes made in one %idget are reflected in %idgets of the same type in the same %orkspace. 2or e$ample( if you
filter a dimension in one crosstab( the changes also appear in other crosstabs.
(rocedure
In the crosstab( click the @idget actions icon and select ,isten to All @idgets.
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7.13. ,ocking the works!ace
@ou can control the format of the %orkspace %hen it is published by pre*enting your users from mo*ing %idgets on the can*as and by hiding the toolbar on the
%idgets. @ou can add a pass%ord to the %orkspace.
(rocedure
o pre*ent your users from mo*ing the %idgets and to hide the toolbar from them( right:click the can*as and click ,ock All @idgets. 1.
o add a pass%ord for your users to enter in order to use the %orkspace( click the Actions menu icon and then click (rotect @orks!ace. 2.
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8. $estructuring your data
@ou can complete simple modeling tasks to prepare data to be shared %ith others. his data can be your personal data or it can be in an editable application on a
ser*er and you are in connected mode.
Creating cubes: dimensions: and measures
In addition to importing( you can create a cube( dimension( or measure.
haring or co!ying a dimension
&hare a dimension to ha*e changes in one crosstab reflected in the other crosstabs. he result is your analysis is synchroni"ed across the crosstabs. !nother
option is to create a copy of the dimension in both crosstabs.
2diting a dimension or measure
>hen editing a dimension or measure( you can edit its attributes( change the order of members( create a hierarchy of members( or add members. @ou can
also change ho% the data in a dimension is displayed.
Changing the format of measures
@ou can change the number of decimal places( remo*e the decimal places for a measure( add a percentage sign( or add a currency symbol.
Adding members
@ou can add members at the same le*el as the member that you select in the dimension.
1rgani9ing members into a hierarchy
In a hierarchy( members are organi"ed into a tree structure( %ith each member ha*ing one or more parent members and an arbitrary number of child
members.
2/!anding hierarchies to dis!lay all members
In a hierarchy( members are organi"ed into a tree structure in the crosstab( %ith each member ha*ing one or more parent members and an arbitrary number
of child members. @ou can display or hide all le*els of the hierarchy( or you can display only the members at a specified le*el.
1rgani9ing dimensions into a hierarchy
1imensions can be organi"ed into a hierarchical structure( %ith each dimension representing a different le*el of the hierarchy. 2or e$ample( you ha*e
separate dimensions for days( months( and quarters. @ou group them into a dimension called year.
Adding a te/t measure
5se a te$t measure to describe a measure or add other comments about the measure. 2or e$ample( you add a te$t measure to e$plain the significance of
the *ariance bet%een forecast re*enue and actual re*enue for each product line.
Adding and 0iewing comments in cells
5se comments to note for others the significance of the cell *alue( such as %hy the *ariance bet%een forecast re*enue and actual re*enue for a product is
high. @ou can *ie% all comments that %ere added to a cell. @ou can also bro%se all comments that %ere added to all cells in the selected crosstab.
1rgani9ing cubes into folders
>hen you organi"e the cubes into folders( you make it easier to find and understand the data.
'eleting an obAect
If you delete a member( measure( or dimension that is shared in se*eral cubes( it is deleted from all cubes. @ou can also delete the entire cube. @ou cannot
undo deletions. @ou must keep a minimum of t%o dimensions or one dimension and one measure. @ou can also create copies of a cube %ith each copy
containing different dimensions.
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8.1. Creating cubes: dimensions: and measures
In addition to importing( you can create a cube( dimension( or measure.
About this task
Cube
! cube is a store of data %ithin a model. It is multidimensional and contains ro%s( columns( and any number of pages. @ou use one or more cubes to
create an application.
5nlike a spreadsheet( cubes can be sliced so that any pair of dimensions can comprise the ro%s and columns %hile additional dimensions comprise the
pages. >hile a cube can contain any number of dimensions( the only practical limitation is the amount of memory on the ser*er. ypically a cube %ill
contain no more than fi*e or si$ dimensions. ! cube must contain at least t%o dimensions( similar to a flat spreadsheet. !lternati*ely( a cube can ha*e
three dimensions( in %hich case it resembles a three:dimensional %orksheet consisting of se*eral flat sheets stacked behind one another. ! four or
fi*e:dimensional cube can be considered the same as a cross bet%een a three:dimensional spreadsheet and a set of query reports from a relational
database. 2or e$ample( a typical four:dimensional cube could contain the follo%ing dimensions0 4rofit and 6oss( 1i*isions( 9onths( and Eariance.
'imension
! dimension is a broad grouping of related data about a ma8or aspect of your business. 2or e$ample( you ha*e a dimension called 4roducts.
+easure
! measure is a performance indicator that is quantifiable and used to determine ho% %ell a business is operating. 2or e$ample( useful measures may be
Duantity &old or Re*enue.
(rocedure
If you %ant to create a cube( from the .ew list ( select &lank Cube. 2.
If you %ant to create a dimension( from the .ew list( select 'imension. 3.
If you %ant to create a measure( from the .ew list( select +easure. Right:click the measure and click .ew F +easure. 4.
(arent to!ic* Restructuring your data
$elated tasks0
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8.". haring or co!ying a dimension
&hare a dimension to ha*e changes in one crosstab reflected in the other crosstabs. he result is your analysis is synchroni"ed across the crosstabs. !nother
option is to create a copy of the dimension in both crosstabs.
(rocedure
#$pand the cube that contains the dimension you %ant to copy. 2.
1rag the dimension to the other cube. 3.
&pecify %hether the dimension is shared bet%een the cubes or a copy of the dimension is created. 4.
$elated tasks0
#$ample0 1isplaying different data in a crosstab and a chart
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8.3. 2diting a dimension or measure
>hen editing a dimension or measure( you can edit its attributes( change the order of members( create a hierarchy of members( or add members. @ou can also
change ho% the data in a dimension is displayed.
(rocedure
Right:click the dimension or measure that you %ant to edit( and click 2dit and +o0e. 1.
If you %ant to edit the system:defined attributes( right:click the .ame label in the header and select the attribute.
he follo%ing system:defined attributes are a*ailable( depending on %hether you selected a dimension or measure0
(ick ,ist is used to define a drop:do%n list of *alues for the measure. !pplicable to measures only.
Format is used to define the format of a measure. !pplicable to measures only.
Ca!tionB'efault is the caption that is used for the member.
@eight is a factor applied usually of minus 1 to change a positi*e *alue to a negati*e *alue. 2or e$ample( if the unit price for a product is 5/ euros and
the discount is 5 euros( a %eight of :1 applied to the discount keeps an addition result logical.
Inde/ defines the order of the members in the dimension. If you change the order of a member( the inde$ *alue changes to reflect the ne% order.
In0ariant .ame is the system name for the member.
2.
If you %ant to define a ne% attribute( right:click the header and click Add a new attribute. 'ame the ne% attribute and define %hether its type is numeric(
te$t( or alias.
!n alias adds data that can be used as an alternate name for a member( such as a name in another language.
3.
If you %ant to change the order of members( use the +o0e icons . 4.
If you %ant to nest members under other members( use the (romote and 'emote icons . 5.
If you %ant to rename a member in the dimension( double:click it and type a ne% name. +.
)lick Close. ,.
If you %ant to change ho% the data for the dimension is displayed( right:click the dimension( click how 'imension( and then click one of the follo%ing
commands0
how as Flat ,ist to *ie% the members as a flat list
how %otals ,eading to display totals at the start of a group and to *ie% the members as a hierarchy that you can collapse and e$pand
how %otals %railing to display totals at the end of a groupH this is useful for financial data
'onCt how %otals to hide the members that display a total
-.
$elated tasks0
)hanging the format of measures
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8.7. Changing the format of measures
@ou can change the number of decimal places( remo*e the decimal places for a measure( add a percentage sign( or add a currency symbol.
(rocedure
Right:click the measure that you %ant to edit( and click 2dit and +o0e. 1.
Right:click the .ame label in the header and click Format. 2.
1ouble:click a cell under the Format field to display the Format dialog bo$ %here you can make the required format changes. 3.
&elect the format style and options for the measure0
able 1. 2ormat styles and options for measures
Format
style 1!tions
'umber
5nder the &imple tab( you can specify the number of decimal places( set the use of a thousands delimiter( choose to sho% a negati*e number
in brackets( and select to sho% a "ero *alue as blank.
5nder the !d*anced tab( you can type a prefi$ or suffi$ to be sho%n %ith the *alue. 2or #$ample you can %rite #5R in the prefi$ to sho% #5R
in front of the number *alue.
1ateCime @ou can use change the date time format for e$ample 1ate0 dd mm yy( ime0 hh mm( 1ate and ime0 ddCmmCyy hh0mm !9.
e$t e$t is a string format and the member type is set to string. 'o other choices are a*ailable.
)ustom @ou can use a customer defined template.
2or more information about formats( see the IBM Cognos TM1 Performance Modeler User Guide that is a*ailable here in the 412 section0 I<9? )ognos?
91? 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
4.
)lick Close. 5.
$elated tasks0
#diting a dimension or measure
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8.8. Adding members
@ou can add members at the same le*el as the member that you select in the dimension.
(rocedure
Right:click the member %here you %ant to add a ne% member. 1.
o insert a member at the same le*el as the member that you selected( click Insert +ember.
@ou can also add a child member or a parent member.
2.
o rename the ne% member( highlight it and type a ne% name. 3.
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8.<. 1rgani9ing members into a hierarchy
In a hierarchy( members are organi"ed into a tree structure( %ith each member ha*ing one or more parent members and an arbitrary number of child members.
(rocedure
o *ie% the members as a hierarchy that you can collapse and e$pand( right:click a member or dimension and click how 'imension F how %otals
,eading.
1.
1o one or more of the follo%ing actions0
o group members under a parent member( )trlMright:click the members and click Insert (arent.
o add a child member( right:click the member that you %ant to be the parent member and click Insert Child +ember.
2.
If you %ant to rename a ne% member( right:click it and click $ename +ember. 3.
$elated tasks0
#$panding hierarchies to display all members
7rgani"ing dimensions into a hierarchy
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8.=. 2/!anding hierarchies to dis!lay all members
In a hierarchy( members are organi"ed into a tree structure in the crosstab( %ith each member ha*ing one or more parent members and an arbitrary number of
child members. @ou can display or hide all le*els of the hierarchy( or you can display only the members at a specified le*el.
(rocedure
If the dimension is not *ie%ed as a hierarchy in the crosstab( right:click the dimension and click how 'imension F how %otals ,eading. 1.
If you %ant to display the members under one parent member( click the plus sign ne$t to the parent member.
2or e$ample( you %ant to see the months under the first quarter of the year.
2.
o display all members( right:click the dimension and click 2/!and to ,e0el and then select the le*el that you %ant to display.
2or e$ample( you %ant to see all months under all quarters( not 8ust for one quarter. If you %ant to see all days of the year( you e$pand to the lo%est le*el in
the dimension.
3.
$elated tasks0
7rgani"ing members into a hierarchy
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8.>. 1rgani9ing dimensions into a hierarchy
1imensions can be organi"ed into a hierarchical structure( %ith each dimension representing a different le*el of the hierarchy. 2or e$ample( you ha*e separate
dimensions for days( months( and quarters. @ou group them into a dimension called year.
(rocedure
Right:click the cube that contains the dimensions you %ant to organi"e into a hierarchy and click Grou! 'imensions. 2.
#nter a name for the grouped dimension. 3.
&elect the dimensions that you %ant to include in the grouped dimensions.
he order of the dimensions defines the order of the hierarchy.
4.
&pecify %hether data is copied from the original cube or %hether data is referenced from the original cube. 5.
)lick 16. +.
$elated tasks0
7rgani"ing members into a hierarchy
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8.?. Adding a te/t measure
5se a te$t measure to describe a measure or add other comments about the measure. 2or e$ample( you add a te$t measure to e$plain the significance of the
*ariance bet%een forecast re*enue and actual re*enue for each product line.
(rocedure
In the crosstab( right:click the measure %here you %ant to add the te$t measure( and click Insert %e/t +easure. 1.
!dd te$t to the cells. 2.
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8.10. Adding and 0iewing comments in cells
5se comments to note for others the significance of the cell *alue( such as %hy the *ariance bet%een forecast re*enue and actual re*enue for a product is high.
@ou can *ie% all comments that %ere added to a cell. @ou can also bro%se all comments that %ere added to all cells in the selected crosstab.
About this task
If you are %orking in distributed mode or connected mode and ha*e taken o%nership of a node( you can add comments to cells but the comments are not *isible
to e*eryone %ho has access to that cell until you commit all your changes.
If you are %orking in distributed mode or connected mode and someone else has taken o%nership of a node( you can add comments to cells and your comments
are immediately *isible to e*eryone %ho has access to that cell.
(rocedure
Right:click the cell %here you %ant to add a comment and click Comment F Add Comment. 1.
ype the comment in the field. 2.
)lick 16. 3.
o *ie% the comments in one cell( pause the pointer o*er the cell. 4.
o *ie% all comments( right:click any cell and click &rowse All Comments. 5.
If you %ant to delete a comment( in the &rowse All Comments dialog bo$( select the comment( and click 'elete.
In order to delete comments( the %orkspace must not be published and you must be %orking in personal mode( that is( not in connected mode or distributed
mode.
+.
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8.11. 1rgani9ing cubes into folders
>hen you organi"e the cubes into folders( you make it easier to find and understand the data.
(rocedure
2rom the .ew list ( select Folder. 2.
!dd cubes to the folder. 3.
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8.1". 'eleting an obAect
If you delete a member( measure( or dimension that is shared in se*eral cubes( it is deleted from all cubes. @ou can also delete the entire cube. @ou cannot undo
deletions. @ou must keep a minimum of t%o dimensions or one dimension and one measure. @ou can also create copies of a cube %ith each copy containing
different dimensions.
(rocedure
)omplete one or more of the follo%ing actions0
able 1. 1eleting a member( dimension( measure( or cube
Goal Action
Remo*e a member from
a dimension
Right:click the member in the crosstab and click 'elete from 'imension.
1elete a measure
)lick the measure in the )ontent pane and click the 'elete icon .
1elete a cube )lick the cube in the )ontent pane and click the 'elete icon.
1elete a dimension
In the )ontent pane( click the dimension and click the 'elete icon.
If you %ant to delete more dimensions( add them to the $emo0ed 'imensions field in the $emo0e 'imensions from Cube
dialog bo$.
&pecify the *alue to keep for each deleted dimension. 2or e$ample( you are creating a dimension for each sales region. @ou remo*e
the sales regions that are not applicable but you keep the total for all sales regions.
o delete the selected dimensions from the current cube( click A!!ly changes to current cube and click 16.
o create a ne% cube that contains only the dimensions you %ant to keep( click Create a new cube( specify %hether data is
copied or referenced( and click 16.
If you are %orking in distributed mode and delete data( the data is still a*ailable on the ser*er until you submit the data. his is because the data is stored
locally in distributed mode.
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<. haring: !ublishing: and distributing
@ou can share or publish your findings for others to %ork %ith.
haring the works!ace file
>ith this option( you share the %orkspace %ith colleagues by using I<9? )ognos? )onnection to control access to the %orkspace. >hen your colleagues
access the %orkspace from )ognos )onnection( I<9 )ognos Insight is automatically installed for them if they do not ha*e it already.
(ublishing to a central ser0er
>ith this option( you publish a %orkspace that users can access from the I<9 )ognos !pplication portal. he underlying data is stored on an I<9 )ognos
91? ser*er and I<9 )ognos Insight is used to connect to the ser*er.
(ublishing and distributing
>ith this option( you publish a %orkspace to an I<9 )ognos 91 ser*er that users can access by using I<9 )ognos <usiness Intelligence. ! data source(
package( and reports %ill be created.
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<.1. haring the works!ace file
>ith this option( you share the %orkspace %ith colleagues by using I<9? )ognos? )onnection to control access to the %orkspace. >hen your colleagues access
the %orkspace from )ognos )onnection( I<9 )ognos Insight is automatically installed for them if they do not ha*e it already.
(rocedure
)lick the Actions menu icon and then click hare. 1.
In the I&+ Cognos system U$, field( specify the )ognos <usiness Intelligence A<IB system that you %ant to use. 2.
6og in as !nonymous or as another user. 3.
&pecify the name and location for the %orkspace document. 4.
)lick .e/t to re*ie% %hat %ill be shared. 5.
)lick Finish %hen you are ready to share the %orkspace. +.
(arent to!ic* &haring( publishing( and distributing
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<.". (ublishing to a central ser0er
>ith this option( you publish a %orkspace that users can access from the I<9? )ognos? !pplication portal. he underlying data is stored on an I<9 )ognos
91? ser*er and I<9 )ognos Insight is used to connect to the ser*er.
(rocedure
)lick the Actions menu icon and then click (ublish. 1.
)lick the (ublish option. 2.
In the I&+ Cognos %+1 system U$, field( specify the )ognos 91 system that you %ant to use. 3.
#nter your credentials for the specified )ognos 91 system.
If the )ognos 91 !pplication ser*er uses )ognos !ccess 9anager( you can log in as !nonymous or as another user.
4.
&pecify the name of the )ognos application that you %ant to create. 5.
If you %ant to publish a responsibility application type( select the dimension that %ill control access to data. If you %ant to publish a central application type(
do not select a dimension.
! responsibility application type is based on a reporting structure( such as the structure of your business. It does not ha*e a defined end date( such as rolling
forecasts or continuous planning processes. @ou cannot lock this application.
! central application type is used by a small group of users %ho equally share the task of performing central planning or analysis.
2or more information about application types( see 9aintaining ser*er:based %orkspaces.
+.
)lick .e/t to re*ie% %hat %ill be published. ,.
)lick Finish %hen you are ready to publish the %orkspace. -.
$elated conce!ts0
9aintaining a published application
$elated tasks0
)reating a )ognos 4lanning &er*ice archi*e
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<.3. (ublishing and distributing
>ith this option( you publish a %orkspace to an I<9? )ognos? 91? ser*er that users can access by using I<9 )ognos <usiness Intelligence. ! data source(
package( and reports %ill be created.
(rocedure
)lick the (ublish D 'istribute option. 2.
In the I&+ Cognos %+1 system U$, field( specify the )ognos 91 system that you %ant to use. 3.
#nter your credentials for the specified )ognos 91 system.
If the )ognos 91 planning ser*ice uses )ognos !ccess 9anager( you can log in as !nonymous or as another user.
4.
&pecify the name of the )ognos application that you %ant to create.
@ou can change the name of the application that is published to the )ognos 91 system.
5.
If you %ant to publish a responsibility application type( select the dimension that %ill control access to data. If you %ant to publish a central application type(
+.
)lick .e/t. ,.
In the I&+ Cognos system U$, field( specify the )ognos <usiness Intelligence A<IB system that you %ant to use. -.
6og in as !nonymous or as another user. ..
)lick .e/t to re*ie% %hat %ill be published.
@ou can change the names of the reports or change the location of the package that contains the reports.
@ou can change the credentials for the )ognos <I system by using the ad0anced o!tions.
1/.
)lick Finish %hen you are ready to publish the %orkspace. 11.
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=. Contributing to a !lan
>hen your administrator distributes an enterprise:%ide plan( you re*ie%( analy"e( and update the portion of the plan that %as assigned to you.
here are different modes that can be used %hen contributing to a plan( and different application types that are a*ailable. he administrator %ill determine the
application type and connection modes a*ailable.
'istributed mode
!dministrators use distributed mode %hen there are large numbers of users( each %orking on separate parts of the plan. 1ata is copied from the shared
I<9? )ognos? 91? ser*er on request. @ou %ork %ith the copy that is stored locally on your computer. he data is automatically and regularly updated
by the )ognos 91 ser*er. >hen you are finished( you commit and submit your changes to the )ognos 91 ser*er.
Connected mode
!dministrators use connected mode %hen there is a large *olume of data %ith small amounts of data being updated frequently. 1ata is kept on the ser*er.
@ou cannot sa*e data locally on your computer.
@hat you can do in either mode
!naly"e data by sorting( s%apping ro%s and columns( suppressing empty cells( resi"ing cells( and %orking %ith charts.
Run scripts from action buttons( if action buttons ha*e been pro*ided.
5se #$plore 4oints to analy"e data.
)ontribute to the slice of the plan that you ha*e been granted access to.
1elete data. If you are %orking in distributed mode and delete data( the data is still a*ailable on the ser*er until you submit the data. his is because
data is stored locally in distributed mode.
@hat you cannot do in either mode
1esign the %orkspaceH you can na*igate( minimi"e( and ma$imi"e the %idgets that the administrator has prepared for you unless the administrator has
locked the %idgets( but you cannot add ne% content of your o%n.
Import data( unless the administrator has pro*ided an action button for you to do so.
Restructure your data. 5nless the administrator has pro*ided you %ith an action button to restructure the data( the shared logic and metadata of the
model cannot be altered.
7nly the administrator can perform these tasks. 'ote that if you are contributing to a central application type( contributors ha*e administrator rights.
Adding your contribution
@ou need to contribute data to the part of a plan that you ha*e access to. #ach part of the plan is kno%n as a node. ypical e$amples are &ales 1i*ision(
9arketing 1i*ision( 1e*elopment 1i*ision( and )ost )enter. In connected mode( you can take o%nership from any le*el. In distributed mode( you can take
o%nership at the child( or leaf( le*el only.
2ntering data
@ou can enter in your data directly into the crosstab and use commands to perform simple calculation tasks. @ou can also copy and paste into the cells or
import data from a 9icrosoft #$cel %orkbook or a )&E file.
Committing or resetting the data
o share your contribution %ith others %hile continuing to make changes( commit your contribution. )ommit enables you to take your personal changes that
are highlighted in blue and make them part of the base data. @our colleagues %ho ha*e access to the plan can *ie% your contribution. If you %ant to re*ert
your changes to the last committed data( reset all data.
ubmitting your contribution
>hen the administrator has deployed an appro*al application( you enter data and then submit your contribution as final. &ubmit locks the data.
$eAecting a submission
! submission is ready to be re*ie%ed. !s a re*ie%er( you can *ie% the latest committed changes. If you do not appro*e of certain data( you can re8ect the
submission. his means another user can take o%nership of the submission and make the necessary corrections.
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=.1. Adding your contribution
@ou need to contribute data to the part of a plan that you ha*e access to. #ach part of the plan is kno%n as a node. ypical e$amples are &ales 1i*ision(
9arketing 1i*ision( 1e*elopment 1i*ision( and )ost )enter. In connected mode( you can take o%nership from any le*el. In distributed mode( you can take
o%nership at the child( or leaf( le*el only.
(rocedure
)lick the %ake 1wnershi! icon . 1.
#$plore and analy"e the data. 2.
#nter or select data.
he administrator may ha*e defined a list of *alues for you to select from.
he administrator may ha*e pro*ided more information about the *ie%s included in the plan in I<9? )ognos? 91? 4erformance 9odeler. o *ie% this
information( click ;el! F -iew ;el!. If the administrator did not add help te$t in )ognos 91 4erformance 9odeler( the -iew ;el! dialog bo$ is empty.
3.
$elated tasks0
#ntering data
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=.3. Committing or resetting the data
o share your contribution %ith others %hile continuing to make changes( commit your contribution. )ommit enables you to take your personal changes that are
highlighted in blue and make them part of the base data. @our colleagues %ho ha*e access to the plan can *ie% your contribution. If you %ant to re*ert your
changes to the last committed data( reset all data.
(rocedure
o share your contribution %ith others %hile continuing to make changes( click the Commit icon .
he Commit icon is enabled only if you ha*e changed or entered data.
1.
o re*ert to the last committed data( click the @idget actions icon and click $eset All 'ata. 2.
$elated tasks0
&ubmitting your contribution
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=.7. ubmitting your contribution
>hen the administrator has deployed an appro*al application( you enter data and then submit your contribution as final. &ubmit locks the data.
(rocedure
>hen you are finished %ith your contribution( click the ubmit icon .
he ubmit icon is enabled only if all changes ha*e been committed.
$esults
he re*ie%er can no% take o%nership of your contribution and re*ie% it.
$elated tasks0
)ommitting or resetting the data
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=.8. $eAecting a submission
! submission is ready to be re*ie%ed. !s a re*ie%er( you can *ie% the latest committed changes. If you do not appro*e of certain data( you can re8ect the
submission. his means another user can take o%nership of the submission and make the necessary corrections.
(rocedure
7pen the submission to re*ie%. 1.
#$plore and analy"e the data that %as submitted to you. 2.
If you do not appro*e of the submitted changes( click . 3.
89 of 104 26-09-2014 11:05
>. +aintaining ser0er-based works!aces
<y default( I<9? )ognos? Insight applications are editable( %hich means that you can change the layout and the data. If the modeler has defined *ie%s in I<9
)ognos 91? 4erformance 9odeler or in I<9 )ognos 91 !rchitect and you publish an editable application( all *ie%s in the )ognos 91 ser*er are included as
part of the application. If the application is not editable( you can change the layout only.
2or more information about editable applications( see the IBM Cognos TM1 Performance Modeler User Guide that is a*ailable here in the 412 section0 I<9
)ognos 91 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
Connecting to a Cognos %+1 system
)onnect to an I<9 )ognos 91 system %hen you %ant to import dimensions or cubes( publish a %orkspace( or contribute to a plan. !ll *ie%s and
applications that %ere created in )ognos 91 !rchitect and I<9 )ognos 91 4erformance 9odeler are displayed. 7nly administrators can connect to a
system.
+aintaining a !ublished a!!lication
!fter publishing an application( you ha*e a number of options to maintain it.
'esigning a contribution e/!erience
!fter an application is created in I<9 )ognos 91 4erformance 9odeler( you can enhance it in I<9 )ognos Insight for your contributors and re*ie%ers.
Creating a Cognos (lanning er0ice archi0e
@ou can create an archi*e of the data directory and layout %hen you %ant to mo*e the I<9 )ognos 91 ser*er to another machine.
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>.1. Connecting to a Cognos %+1 system
)onnect to an I<9? )ognos? 91? system %hen you %ant to import dimensions or cubes( publish a %orkspace( or contribute to a plan. !ll *ie%s and
applications that %ere created in )ognos 91 !rchitect and I<9 )ognos 91 4erformance 9odeler are displayed. 7nly administrators can connect to a system.
(rocedure
)lick the Actions menu icon and then click Connect to I&+ Cognos %+1. 1.
In the I&+ Cognos %+1 system gateway U$,( specify the 5R6. he 5R6 is case:sensiti*e. 2.
#nter your credentials for the specified system. 3.
)lick .e/t. 4.
)hoose a planning ser*er and application. 5.
)lick Finish. +.
(arent to!ic* 9aintaining ser*er:based %orkspaces
$elated tasks0
ransferring in dimensions
91 of 104 26-09-2014 11:05
>.". +aintaining a !ublished a!!lication
!fter publishing an application( you ha*e a number of options to maintain it.
&chedule a process that imports data. 2or more information( see the topics about chores in the IBM Cognos TM1 User Guide that is a*ailable here in the 412
section0 I<9? )ognos? 91? 1/.1./ Information )enter Ahttp0CCpublib.boulder.ibm.comCinfocenterCctm1C*1/r1m/Cinde$.8spB.
)onnect to the )ognos 91 ser*er to make changes on the ser*er. hese changes are made immediately on the ser*er and cannot be undone.
!dd or remo*e cubes( dimensions( measures( le*els( or attributes. hese changes are made immediately on the ser*er and cannot be undone.
!dd or remo*e data. hese changes are made immediately on the ser*er and cannot be undone.
9ake changes to the layout of the %orkspace. If you make changes to the layout( you must republish the %orkspace because layout changes are not made
immediately on the ser*er.
$elated tasks0
4ublishing to a central ser*er
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>.3. 'esigning a contribution e/!erience
!fter an application is created in I<9? )ognos? 91? 4erformance 9odeler( you can enhance it in I<9 )ognos Insight for your contributors and re*ie%ers.
Re*ie% the different application types and then use the procedures to design a contribution e$perience.
A!!lication ty!es
>hen designing the application in I<9 )ognos 91 4erformance 9odeler( the modeler defines the application type.
$es!onsibility
he responsibility application type is based on a reporting structure( such as the structure of your business( department( or enterprise. )hanges can be
made %ithout ha*ing to be submitted and appro*ed. he responsibility application type is used for rolling forecasts or continuous planning processes %here
there is no defined end date.
Central
he central application type is used by a small group of users %ho equally share the task of performing central planning or analysis. aking o%nership is an
option( not enforced as in the other application types. )hanges cannot be locked. he central application type cannot be deployed to a distributed client.
A!!ro0al
he appro*al application type is based on a reporting structure( such as the appro*al or reporting structure of your business( department( or enterprise.
!fter a change has been submitted( the application is locked for any ne% changes until the appro*ing person has re8ected the change.
!pplications that are created in )ognos Insight can be either a responsibility application type or a central application type. @ou cannot create an appro*al
application type in )ognos Insight but you can use )ognos Insight to enhance one that %as created in )ognos 91 4erformance 9odeler.
(rocedure
)onnect to an I<9 )ognos 91 application and log on as the administrator. 1.
#$plain your plan and detail each indi*idualJs responsibilities on the first tab to help them contribute to the plan.
he administrator may ha*e pro*ided more information about the *ie%s included in the plan in I<9 )ognos 91 4erformance 9odeler. o *ie% this
information( click ;el! F -iew ;el!. If the administrator did not add help te$t in )ognos 91 4erformance 9odeler( the -iew ;el! dialog bo$ is empty.
2.
4resent your findings as starting points to a deeper analysis. !dd your requirements for contributors to e$plain e$ceptions that are highlighted in the data. 3.
!dd additional tabs that are required for your plan and include action buttons to guide users through the different tabs or to run processes. 4.
!dd te$t( images( and %eb pages that pro*ide additional conte$t to the plan or analysis.
If your users %ill be %orking in multiple languages( include te$t %idgets and %eb pages in each language.
5.
o pre*ent your users from mo*ing the %idgets and to hide the toolbar from them( right:click the can*as and click ,ock All @idgets. +.
4ublish the %orkspace. ,.
$esults
2or all application types( your users can do the follo%ing actions0
!naly"e data by sorting( s%apping ro%s and columns( suppressing empty cells( resi"ing cells( and %orking %ith charts.
Run scripts from action buttons( if you pro*ided them %ith these buttons.
)ontribute to the slice of the plan that you ha*e granted them access to.
5se #$plore 4oints to analy"e data.
2or the central application type( your users can also do the follo%ing actions0
1esign the %orkspaceH you can na*igate( minimi"e( and ma$imi"e the %idgets that the administrator has prepared for you unless the administrator has
locked the %idgets( but you cannot add ne% content of your o%n
Import data.
Restructure data.
2or the appro*al and responsibility application types( your users cannot do the follo%ing actions0
1esign the %orkspaceH they can na*igate( minimi"e( and ma$imi"e the %idgets that you ha*e prepared for them unless you ha*e locked the %idgets( but
they cannot add ne% content of their o%n.
Import data( unless you pro*ide them %ith an action button to do so.
Restructure data( unless you pro*ide them %ith an action button to do so.
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>.7. Creating a Cognos (lanning er0ice archi0e
@ou can create an archi*e of the data directory and layout %hen you %ant to mo*e the I<9? )ognos? 91? ser*er to another machine.
About this task
%o archi*e files are created %hen you create an archi*e0
! data directory file for the system administrator to transfer to another machine and to start a )ognos 91 process against it.
!n application file that can be imported into the )ognos 91 !pplication portal.
(rocedure
)lick I&+ (lanning er0ice Archi0e. 2.
In the 'estination directory field( specify the location %here the archi*e %ill be stored. 3.
&pecify the name of the )ognos 91 application that you %ant to create. 4.
If you %ant to archi*e a responsibility application type( select the dimension that %ill control access to data. If you %ant to archi*e a central application type(
5.
)lick .e/t to re*ie% %hat %ill be archi*ed. +.
)lick Finish %hen you are ready to create the t%o archi*e files. ,.
$elated tasks0
4ublishing to a central ser*er
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?. Accessibility features
!ccessibility features help users %ho ha*e a physical disability( such as restricted mobility or limited *ision( to use information technology products.
6eyboard shortcuts
&tandard 9icrosoft >indo%s na*igation keys are used in addition to application:specific keys.
;ighlighting data in a screen reader
@ou can specify that colored te$t in the crosstab is displayed %ith *isual cues. he data that you enter %ill then be highlighted in the crosstab and %hen you
use a screen reader.
I&+ and accessibility
&ee the I<9? !ccessibility )enter Ahttp0CC%%%.ibm.comCableB for more information about the commitment that I<9 has to accessibility.
95 of 104 26-09-2014 11:05
?.1. 6eyboard shortcuts
&tandard 9icrosoft >indo%s na*igation keys are used in addition to application:specific keys.
@ou can use keyboard shortcuts to na*igate through the application and perform tasks. If you are using a screen reader( you might %ant to ma$imi"e your
%indo% so the keyboard shortcut table is completely e$panded and accessible. @ou might %ant to turn high contrast on in your operating system so the lines in
diagrams and charts in the application are more *isible.
'ote0 he follo%ing keyboard shortcuts are based on 5.&. standard keyboards.
able 1. ;eyboard shortcuts
Action hortcut keys
9o*e from the Actions menu to the icons on the toolbar to
the )ontent pane to the tabs
ab or )trlMab
9o*e from the tabs to the )ontent pane to the icons on the
toolbar to the Actions menu
&hiftMab or &hiftM)trlMab
!cti*ate a menu from the toolbar &pace bar
'a*igate a menu 5p and 1o%n arro%s
!cti*ate a command #nter
Resi"e the product %indo% in increments of one pi$el
In the menu for the product %indo%( 1o%n arro% to the i9e command
)trlMarro% keys to resi"e the %indo%
4ress #nter to confirm the ne% si"e
Resi"e the product %indo% in increments of se*eral pi$els
In the menu for the product %indo%( 1o%n arro% to the i9e command
!rro% keys to resi"e the %indo%
9o*e the product %indo% in increments of one pi$el
In the menu for the product %indo%( 1o%n arro% to the +o0e command
)trlMarro% keys to mo*e the %indo%
4ress #nter to confirm the ne% location
9o*e the product %indo% in increments of se*eral pi$els
In the menu for the product %indo%( 1o%n arro% to the +o0e command
!rro% keys to mo*e the %indo%
'a*igate bet%een the tabs in the %orkspace 6eft and Right arro%s or ab or &hiftMab
'a*igate bet%een the tabs in the crosstab. he tabs appear
in the crosstab if you connect to a central I<9? )ognos?
91? application rather than to a local application
6eft and Right arro%s or ab or &hiftMab
9o*e the current tab to the right &hiftM4age 5p
9o*e the current tab to the left &hiftM4age 1o%n
Rename a tab
)trlMab to the tab that you %ant to rename.
6eft arro% or Right arro% to select the tab.
22 to edit the name of the tab.
ype a ne% name.
o add the ability to na*igate to the tab by using a character that is in the tab name( add an
ampersand AQB immediately before the character. he character is then underlined. 2or e$ample(
if you name a tab Q#$penses( you can later use !ltM# to na*igate to the #$penses tab.
Go to the first %idget ab or )trlMab
Go to the ne$t %idget 6eft arro%
Go to the pre*ious %idget Right arro%
!cti*ate the @idget actions icon &pace bar
'a*igate to the toolbar for the %idget and to the icon that
you used last
ab
'a*igate from icon to icon in the toolbar 6eft and right arro%s
'a*igate from the toolbar for the %idget to the contents of
the %idget
ab or )trlMab
'a*igate from the contents of the %idget to the toolbar for
the %idget
&hiftMab
!cti*ate a conte$t menu &hiftM21/
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Action hortcut keys
!cti*ate the toolbar for a %idget &hiftMab
2ormat te$t
ab to the toolbar for the te$t %idget
ab to the formatting icons
#nter to acti*ate the formatting icon that you %ant
ab to the te$t input area
ype te$t
Eie% the a*ailable fonts in the font family bo$
ab to the font family bo$
#nter to acti*ate the font family bo$
5p arro% and 1o%n arro% to na*igate the a*ailable fonts
Eie% the a*ailable font si"es in the font si"e bo$
ab to the font si"e bo$
#nter to acti*ate the font si"e bo$
5p arro% and 1o%n arro% to na*igate the a*ailable si"es
'a*igate from the te$t %idget toolbar to the te$t %idget
contents
)trlMab
9o*e back in the %eb page that appears in a %eb page
%idget
!ltM6eft arro%
9o*e for%ard in the %eb page that appears in a %eb page
%idget
!ltMRight arro%
Resi"e the %idget in increments of one pi$el
In the @idget Actions menu( 1o%n arro% to the $esi9e command
)trlMarro% keys to resi"e the %idget
Resi"e the %idget in increments of se*eral pi$els
In the @idget Actions menu( 1o%n arro% to the $esi9e command
!rro% keys to resi"e the %idget
9o*e the %idget in increments of one pi$el
In the @idget Actions menu( 1o%n arro% to the +o0e command
!rro% keys to mo*e the %idget
9o*e the %idget in increments of se*eral pi$els
In the @idget Actions menu( 1o%n arro% to the +o0e command
!rro% keys to mo*e the %idget
!cti*ate the )ontent pane ab to the )ontent pane and press #nter to acti*ate it
9o*e bet%een 1ata and oolbo$ in the )ontent pane &hiftMab
4erform actions on a cube in the )ontent pane
5p arro% or 1o%n arro% to na*igate to the cube that you %ant to %ork %ith.
4ress )onte$t 9enu button to display a menu of supported actions. hese actions include insert(
cut( copy( paste( delete( rename( and group( among others.
4erform actions on a dimension in a cube in the )ontent
pane
5p arro% or 1o%n arro% to na*igate to the dimension that you %ant to %ork %ith.
4ress )onte$t 9enu button to display a menu of supported actions. hese actions include insert(
cut( copy( paste( delete( rename( and group( among others.
Insert an #$plore 4oint on the can*as
ab to the )ontent pane.
5se the arro% keys to na*igate the cubes and dimensions.
5p arro% or 1o%n arro% to na*igate to the dimension that you %ant.
4ress #nter to place the selected dimension as an #$plore 4oint on the can*as.
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Action hortcut keys
'a*igate the list of members for an #$plore 4oint 5p arro% or 1o%n arro%
&elect a ne% member item in an #$plore 4oint.
#$plore 4oints allo% filtering members in a dimension( and
sho% the members that are related to selected members in
another #$plore 4oints.
5p arro% or 1o%n arro% to na*igate to the member in the #$plore 4oint.
&pace bar to filter on the selected member.
!dd another member to filter on in an #$plore 4oint
5p arro% or 1o%n arro% to na*igate to the member in #$plore 4oint.
&pace bar to select the member.
4re*ious selections %ill remain selected.
)lear the selection of a member in an #$plore 4oint
5p arro% or 1o%n arro% to na*igate to the selected member in an #$plore 4oint.
&pace bar to clear the selection.
&pecify the data source type for the data source columns in
the Im!ort data %i"ard or in the Im!ort dimension %i"ard
&hiftM21/
9o*e bet%een the tabs and panes in the Duery <uilder )onte$t 9enu key and select the tab or pane that you %ant.
!dd data from relational data sources in the Duery <uilder
!rro% keys to na*igate the tables in the 9etadata #$plorer.
5p arro% or 1o%n arro% to select a table.
4ress )onte$t 9enu key for the menu item list for table.
&elect Add to )uery.
&elect a *ie% in the 'ata -iew tab in the Duery <uilder )onte$t 9enu key( elect -iew
1elete a column from the 'ata -iew tab in the Duery
<uilder
)onte$t 9enu key( 'elete Column
&elect a table in the list of tables in the )uery 'iagram tab
in the Duery <uilder
)onte$t 9enu key( elect %able
&elect a connection in the list of connections in the )uery
'iagram tab in the Duery <uilder
)onte$t 9enu key( elect Connection
Eie% a specific le*el of detail in the )uery 'iagram tab in
the Duery <uilder
)onte$t 9enu key( ,e0el of 'etail
4erform a tree layout for the selected table in the )uery
)onte$t 9enu key( %ree ,ayout for elected %able
4erform a star layout for the selected table in the )uery
)onte$t 9enu key( tar ,ayout for elected %able
)reate a 8oin in the )uery 'iagram tab in the Duery <uilder )onte$t 9enu key( Create Eoin
'a*igate the contents of the Create .ew Eoin dialog bo$
ab to na*igate in the dialog bo$( starting %ith the able area of the dialog bo$.
ab to na*igate into the area( such as the first ro% in the able area.
4ress #nter to select the first ro%.
ab to na*igate the columns in the ro%.
4ress #nter a second time to clear the selection of the ro%.
ab to continue na*igating in the dialog bo$.
)hange the conte$t element of a dimension in the crosstab
!rro% keys to mo*e to the dimension that you %ant in the o*er*ie% area in the crosstab.
!ltM1o%n arro% to *ie% the members in the selected dimension.
1o%n arro% to na*igate to the member that you %ant.
4ress #nter to change the conte$t of the crosstab to the selected member.
&elect se*eral ro%s or columns in the crosstab &hiftM)trlM1o%n arro%
Replace the e$isting dimension in the ro%s %ith the selected
dimension
)trlMr
Replace the e$isting dimension in the columns %ith the
selected dimension
)trlMc
Replace the e$isting dimension in the conte$t %ith the
selected dimension
)trlMt
9o*e the selected dimension to the left )trlM6eft arro%
9o*e the selected dimension to the right )trlMRight arro%
98 of 104 26-09-2014 11:05
Action hortcut keys
!utomatically e$pand the members in the selected dimension In the conte$t menu for the selected dimension( 1o%n arro% to the 2/!and to le0el command
and select the le*el that you %ant to display
#$pand or collapse a parent in a dimension #nter
#$pand a member in the tree of the 2dit 'imension dialog
bo$
)trlMRight arro%
)ollapse a member in the tree of the 2dit 'imension dialog
bo$
)trlM6eft arro%
'a*igate %ithin the crosstab
!rro% keys or &hiftMab
'ote that the standard table shortcut keys do not %ork in the crosstab.
&elect discontiguous cells
&hiftM2- to enable you to use the arro% keys to select discontiguous cells.
!rro% keys to the cells that you %ant to select.
)lick the mouse to select each cell.
&hiftMarro% keys or )trlMarro% keys to stop selecting cells.
&pecify that colored te$t in the crosstab is displayed %ith
*isual cues
In the Actions menu( 1o%n arro% to the +y (references command.
4ress #nter to open the dialog bo$.
1o%n arro% to the Add 0isual cues to colored te/t check bo$.
4ress #nter to select the check bo$.
)hange the member caption in the crosstab
!rro% keys to na*igate to the member in header area of the crosstab.
ype the ne% *alue.
)hange cells *alues in the crosstab ype the ne% *alue.
#nter the *alue as thousands
;
2or e$ample( 5; results in 5/// being entered in the cell.
#nter the *alue as millions
9
2or e$ample( 1/9 results in 1/(///(/// being entered in the cell.
!dd a number to the cell *alue
M( !dd
2or e$ample( M5/ adds 5/ to the cell *alue.
&ubtract a number from the cell *alue
&ub
2or e$ample( &ub5/ subtracts 5/ from the cell *alue.
Increase the cell *alue by a number used as a percentage
Increase( Inc( F
2or e$ample( inc+ or +F increases the cell *alue by +L.
1ecrease the cell *alue by a number used as a percentage
1ec( 1ecrease( N
2or e$ample( 1ec+ or +N decreases the cell *alue by +L.
3old the cell *alue from data spreads 3old( 3ol
Release held cells Release( Rel
9ultiply the cell *alue by a number
9ultiply( 9ul
2or e$ample( 9ul5/ multiplies each cell *alue by 5/.
1i*ide each cell *alue by a number
1i*ide( 1i*
2or e$ample( 1i*5/ di*ides each cell *alue by 5/.
!pply compound gro%th to the percentage that you enter
Gro%
2or e$ample( Gro%5 adds 5L to e*ery member in a dimension.
Raises the number of one cell to the po%er that you enter
4o%er( 4o%
99 of 104 26-09-2014 11:05
Action hortcut keys
2or e$ample( the number in the cell is 1/. #ntering 4o%3 raises 1/ to 1///.
)opy the *alue to the right to all children( or lea*es( of the
consolidation or only to those children that contain non:"ero
*alues
F
)opy the *alue to the left to all children( or lea*es( of the
*alues
N
)opy the *alue do%n to all children( or lea*es( of the
*alues
O
)opy the *alue up to all children( or lea*es( of the
*alues
P
&top copying 0
(arent to!ic* !ccessibility features
100 of 104 26-09-2014 11:05
?.". ;ighlighting data in a screen reader
@ou can specify that colored te$t in the crosstab is displayed %ith *isual cues. he data that you enter %ill then be highlighted in the crosstab and %hen you use
a screen reader.
(rocedure
)lick the Actions menu icon and then click +y (references. 1.
o specify that colored te$t in the crosstab %ill be highlighted %hen you use a screen reader( select the Add 0isual cues to colored te/t check bo$. 2.
)lick 16. 3.
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?.3. I&+ and accessibility
&ee the I<9? !ccessibility )enter Ahttp0CC%%%.ibm.comCableB for more information about the commitment that I<9 has to accessibility.
102 of 104 26-09-2014 11:05
10. .otices
his information %as de*eloped for products and ser*ices offered %orld%ide.
I<9 may not offer the products( ser*ices( or features discussed in this document in other countries. )onsult your local I<9 representati*e for information on the
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product( program( or ser*ice may be used. !ny functionally equi*alent product( program( or ser*ice that does not infringe any I<9 intellectual property right
may be used instead. 3o%e*er( it is the userJs responsibility to e*aluate and *erify the operation of any non:I<9 product( program( or ser*ice.
I<9 may ha*e patents or pending patent applications co*ering sub8ect matter described in this document. he furnishing of this document does not grant you
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he follo%ing paragraph does not apply to the 5nited ;ingdom or any other country %here such pro*isions are inconsistent %ith local la%0 I'#R'!I7'!6
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he licensed program described in this document and all licensed material a*ailable for it are pro*ided by I<9 under terms of the I<9 )ustomer !greement( I<9
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significantly. &ome measurements may ha*e been made on de*elopment:le*el systems and there is no guarantee that these measurements %ill be the same on
generally a*ailable systems. 2urthermore( some measurements may ha*e been estimated through e$trapolation. !ctual results may *ary. 5sers of this document
should *erify the applicable data for their specific en*ironment.
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10.1. (roduct Information
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