Starting IBM Cognos Office

When you first open one of the supported Microsoft Office applications, an IBM® Cognos® Office toolbar appears. To view the commands and icons that you need to work in the IBM Cognos Office environment, you must make the IBM Cognos pane and the IBM Cognos Office toolbar available.

When the IBM Cognos Office toolbar is available, you can set your preferences , define the IBM Cognos Analytics gateway addresses of the data sources, and log on to an IBM Cognos Business Intelligence server.

After starting IBM Cognos Office, you may decide to resume work on non-IBM Cognos Office workbooks or documents, and want to show only the commands and buttons that you use. You can hide the IBM Cognos toolbar or the IBM Cognos action pane in your work area.

Procedure

  1. On the IBM Cognos Office ribbon, click the IBM Cognos icon IBM Cognos icon is shown.

    If the IBM Cognos ribbon is not available or the IBM Cognos icon IBM Cognos icon is shown does not appear on the ribbon, see The Cognos Office interface fails to initialize in Microsoft Office.

  2. From the Tools menu, click Customize.
  3. On the Toolbars tab, choose whether to show or hide the IBM Cognos pane or the IBM Cognos toolbar:
    • To show or hide the IBM Cognos pane, select or clear the IBM Cognos check box.
    • To show or hide the IBM Cognos toolbar, select or clear the IBM Cognos for Microsoft Office check box.

Results

The IBM Cognos pane appears in the application work area, and buttons are made available from the IBM Cognos toolbar. You can now set your preferences for IBM Cognos Office and installed applications.