dsk_ug.pdf - IBM Cognos Insight Version 2 Release 0 IBM Cognos Insight IBM Note Before you use this information and the product it supports read the

dsk_ug.pdf - IBM Cognos Insight Version 2 Release 0 IBM...

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Unformatted text preview: IBM Cognos Insight Version 2 Release 0 IBM Cognos Insight IBM Note Before you use this information and the product it supports, read the information in “Notices” on page 189. Product Information This document applies to IBM Planning Analytics Version 2.0 and might also apply to subsequent releases. Licensed Materials - Property of IBM © Copyright International Business Machines Corporation 2012, 2017. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Introduction........................................................................................................................ vii Chapter 1. New features........................................................................................................ 1 New features in version 2.0............................................................................................................................................... 1 New features in version 10.3.0..........................................................................................................................................1 New features in version 10.2.2.6...................................................................................................................................... 2 New features in version 10.2.2.5...................................................................................................................................... 2 New features in version 10.2.2.3...................................................................................................................................... 3 Repeat leaves spread now available in consolidated cells ........................................................................................ 3 Dynamically aggregate members in an explore point................................................................................................. 3 New features in version 10.2.2.1...................................................................................................................................... 3 Show alias on grid edge................................................................................................................................................3 Show alias in explore points.........................................................................................................................................3 Action button member parameter search................................................................................................................... 4 Hard lock all widgets.................................................................................................................................................... 4 New features in version 10.2.2..........................................................................................................................................4 Print and export workspaces........................................................................................................................................4 Dynamic values.............................................................................................................................................................4 Emphasize cells by using conditional formatting........................................................................................................ 4 Support for importing ragged and unbalanced hierarchies.........................................................................................4 Undo and redo.............................................................................................................................................................. 6 Data synchronization.................................................................................................................................................... 6 Widgets and tabs in the content pane......................................................................................................................... 6 Multithreaded queries improve performance..............................................................................................................7 Contributor and Reviewer views.................................................................................................................................. 7 Strategy maps can be filtered by metrics.................................................................................................................... 7 Zooming in and out on scorecarding widgets.............................................................................................................. 8 Expanding and collapsing metrics in impact diagrams............................................................................................... 8 Captions in current locale.............................................................................................................................................8 Repeat leaves method of data spreading.................................................................................................................... 8 Chapter 2. Starting Cognos Insight......................................................................................... 9 The Cognos Insight window...............................................................................................................................................9 Cognos Insight preferences.............................................................................................................................................10 Language and cultural preferences........................................................................................................................... 11 Bidirectional language support.................................................................................................................................. 11 Chapter 3. Importing data into Cognos Insight......................................................................13 Before you import data.................................................................................................................................................... 13 Importing delimited text files.......................................................................................................................................... 14 Importing Microsoft Excel files........................................................................................................................................17 Importing from relational data sources.......................................................................................................................... 21 Importing IBM SPSS statistics................................................................................................................................... 24 Importing Cognos TM1 cube views................................................................................................................................. 27 Importing new dimensions into a cube...........................................................................................................................30 Importing Cognos TM1 dimension subsets.................................................................................................................... 33 Adding existing dimensions.............................................................................................................................................36 Refreshing data................................................................................................................................................................ 36 Chapter 4. Data analysis...................................................................................................... 39 Entering data....................................................................................................................................................................39 iii Filtering data.................................................................................................................................................................... 40 Nesting and swapping dimensions in crosstab and charts....................................................................................... 41 Filtering by dimensions and attributes...................................................................................................................... 41 Searching for data...................................................................................................................................................... 42 Searching in the content pane................................................................................................................................... 42 Drilling up and drilling down...................................................................................................................................... 43 Filtering to show top or bottom results..................................................................................................................... 44 Sorting.............................................................................................................................................................................. 44 Calculations......................................................................................................................................................................44 Adding a simple dimension calculation..................................................................................................................... 45 Creating a cube calculation........................................................................................................................................46 Creating a cube calculation that references data from other cubes.........................................................................48 Calculating a subtotal.................................................................................................................................................49 Comparing rows or columns to highlight exceptions................................................................................................ 49 Calculating variance................................................................................................................................................... 49 Calculating variance percentage................................................................................................................................50 Counting the unique elements in a dimension.......................................................................................................... 50 Calculating the average from a total.......................................................................................................................... 51 Banding values during import.................................................................................................................................... 51 Calculating contribution margin.................................................................................................................................52 Changing how totals are displayed for measures......................................................................................................53 Creating time roll-up calculations..............................................................................................................................53 Editing all calculations............................................................................................................................................... 53 Displaying values as percentages................................................................................................................................... 55 Data spreading................................................................................................................................................................. 55 Spreading data using a relative proportion............................................................................................................... 56 Spreading data equally across leaves of a cell.......................................................................................................... 57 Spreading data equally across cells...........................................................................................................................58 Repeating data in cells............................................................................................................................................... 59 Populating cells with a range of values......................................................................................................................60 Spreading data using a growth percentage............................................................................................................... 61 Spreading data using repeat leaves...........................................................................................................................61 Adjusting chart data.........................................................................................................................................................62 Freezing rows or columns................................................................................................................................................63 Hiding rows or columns................................................................................................................................................... 63 Suppressing empty rows or columns.............................................................................................................................. 63 Creating conditional styles.............................................................................................................................................. 64 Chapter 5. Workspace design............................................................................................... 67 Adding or removing tabs..................................................................................................................................................67 Adding crosstabs..............................................................................................................................................................67 Displaying different data in a crosstab and a chart................................................................................................... 67 Adding a data flow diagram............................................................................................................................................. 68 Charts............................................................................................................................................................................... 68 Adding charts..............................................................................................................................................................69 Chart types................................................................................................................................................................. 69 Changing chart types..................................................................................................................................................71 Showing or hiding totals on charts.............................................................................................................................71 Charting nested data.................................................................................................................................................. 72 Using the same axis for all charts.............................................................................................................................. 72 Changing the display of chart axes............................................................................................................................ 72 Showing or hiding the legend.....................................................................................................................................73 Showing or hiding the labels...................................................................................................................................... 73 Hiding charts...............................................................................................................................................................73 Adding action buttons to navigate the tabs.................................................................................................................... 73 Adding action buttons that run a script...........................................................................................................................74 Inserting dynamic values.................................................................................................................................................74 Adding text ...................................................................................................................................................................... 74 iv Adding images..................................................................................................................................................................75 Adding web pages for additional context........................................................................................................................75 Modifying widgets............................................................................................................................................................ 76 Applying themes.............................................................................................................................................................. 76 Customizing backgrounds............................................................................................................................................... 76 Synchronizing widgets..................................................................................................................................................... 77 Protecting workspaces.................................................................................................................................................... 77 Chapter 6. Data modeling.....................................................................................................79 Creating elements in the model...................................................................................................................................... 79 Duplicating cubes............................................................................................................................................................ 80 Sharing or copying dimensions........................................................................................................................................80 Editing dimensions and measures.................................................................................................................................. 80 Searching in large dimensions.........................................................................................................................................81 Changing the format of measures................................................................................................................................... 81 Creating pick lists.................................................................................................
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