The user interface

You enter IBM® Cognos® Analytics - Reporting by creating a new report or by opening an existing report in the Cognos Analytics portal.

The following table describes where you can find features and functions in Cognos Analytics - Reporting.

Table 1. Cognos Analytics - Reporting function mapping
Cognos Analytics - Reporting icon Description
forward icon and previous icon Applies to version 11.1.0 and subsequent versions unless specifically overridden Navigation menu. See Navigation menu.
sources icon Data sources. See Sources tab.
data items icon Data items. See Data items tab.
toolbox icon Toolbox. See Toolbox tab.
save icon

Save as

Convert to Template

Convert to Active Report

edit icon Toggle between editing the report and viewing the report.
Tip: These two states are referred to as edit mode and view mode.
undo icon redo icon Undo and redo the last change you made to the report
run options icon

Specify run options for the report and run the report. Run options include output format, orientation of the report, how much data to return, language, rows per page, accessibility features, bidirectional support, and performance details. Appears only in edit mode.

run icon

Run the report using the current run options. The data is refreshed (database re queried) only if you change the output format from the last time you ran the report. To change the output format, click the down arrow. Appears only in view mode.

The run option is also available when you are on the Pages tab in a report. You can run an individual page with the output format you require.

refresh icon
Refresh the report using the same prompt values. Appears only in view mode.
Note: To ensure that the data is refreshed, disable the Use local cache property in the properties for the query.
Welcome icon Switch between the Welcome page and other views that you have open in Cognos Analytics
More icon in the application bar

Clear all parameters

lock icon Toggle between locking and unlocking objects on the canvas.
page view, page preview, page structure drop-down list icon

Switch between page design, page preview, or page structure view

more icon

Open report from clipboard

Copy report to clipboard

Visual aids

Find. See Find objects in a report.

Validate report

Validate options

Auto correct

Layout component cache

Manage conditional styles

Show generated SQL/MDX

Add shared set report

Manage Shared Set Reports

Manage Shared Set References

Show specification

Options. See Options in Reporting.

show properties icon

Toggle between showing and hiding the Properties pane for the active object. The properties that are displayed are different, depending on the object. For a list of the available properties for a report, see Properties pane.

On-demand toolbar

The on-demand toolbar (formerly known as the report object toolbar) contains the actions you can perform on an object.

You can disable the on-demand toolbar. For more information, see Disabling the on-demand toolbar.

The following list shows the actions that are available from the on-demand toolbar. The actions that appear depend on the type of object that is active on the canvas:
Pin pin icon, Unpin unpin icon

When the on-demand toolbar is pinned, it stays at the upper left corner of the canvas, regardless of which object is active. When it's unpinned, it floats near the object that is active.

You can also control the display of the on-demand toolbar by setting the Show on demand toolbar on right-click option. Click the More icon more icon. Select Options > View. When the Show on demand toolbar on right-click check box is selected, the on-demand toolbar displays when you right-click an object. When cleared, the on-demand toolbar displays when you click an object. If the on-demand toolbar is pinned, it appears at the top left corner of the canvas, regardless of the setting of the Show on demand toolbar on right-click option.

Applies to version 11.1.0 and subsequent versions unless overridden Cut cut icon, Copy copy icon, Paste paste icon, and Delete delete icon
Cut, copy, paste, or delete an object
24Filters filter icon
Click the down arrow to add, edit, or delete filters or add filter text to the visualization
Swap rows and columns swap rows and columns icon
In a table, switch the row and columns around
Apply style style icon
Apply a custom or default style
Font font icon
Edit the font for an object
Border border icon
Apply a border. You can choose the style, width, and color.
Background color
Apply a background color background color icon
Horizontal alignment
Change the horizontal alignment horizontal alignment icon
Vertical alignment vertical alignment icon
Change the vertical alignment
Style current selection style current selection icon
Create and apply a custom style to the selected object
Apply layout apply layout icon
Select a different layout for the report
Insert table insert table icon
Insert a table
Select ancestor select ancestor icon
Select an ancestor of the current object
More more icon
Other actions that vary, depending on the type of object that is active. For example, for a visualization, you can change the headers and footers. For a table, you can apply a table style. For a table cell, you can build a prompt page.

Sources tab

The Sources tab sources icon contains items from the package selected for the report, such as data items and calculations. When you drag an item to the canvas, the visualization recommender chooses a visualization to represent the data. If you don't like the visualization, you can change it.

Search through the sources by typing a value in the Find field. As you type, the items that match your search string appear in the tab.

Data items tab

The Data Items tab Data items tab shows the queries in the report.

Toolbox tab

The Toolbox tab Toolbox icon contains various objects that you can add to a report, such as visualizations, text, layout objects, and prompts. You can also add advanced objects such as custom controls and hyperlinks. Depending on the type of object, you can drag it from the Toolbox to the canvas or double-click it to open a window in which you define values for the object. When the object is placed on the canvas, its properties are displayed in the Properties pane.

Search through the objects by typing a value in the Find field. As you type, the items that match your search string appear in the tab.

Toolbox items are organized into groups. Click expand icon to show all of the items available in each group or collapse icon to collapse the groups. Click type of view icon to toggle between a list view or a tree view of the items in the groups.

Add items that you use often to the PINNED group. Items in the PINNED group appear in the Add circular menu icon Add circular menu icon on the canvas when you create a new report. To add a toolbox item to the PINNED group, right-click the item and click Add to pinned toolbox items. To remove an item from the PINNED group, right-click the item and click Remove from pinned toolbox items.

Active reports

If you are authoring an active report, you can use the following features:
Active report controls Active Report controls icon
Shows the controls and active report variables inserted in a report and their relationships to one another. You can click a control in this tab to quickly locate the control in the report and set default values for variables.
Active report variables Active Report variables icon
Shows the active report variables defined in a report. Use this tab to create new variables and set default values.

Navigation menu

Applies to version 11.1.0 and subsequent versions unless overridden You can quickly navigate through the pages, prompt pages, queries, classes, and variables in a report by selecting an item in the navigation menu.

The following diagram shows an example of the navigation menu:
navigation menu
Select an item in the navigation menu to see a navigation drop-down menu. Select an object in the navigation drop-down to see the properties for the object on the canvas. For example, click Report to see the report pane. The following diagram shows an example of the navigation drop-down:
navigation drop-down
Tip: Another way to access the objects in a report is to click forward icon or previous icon to navigate through the last objects you viewed.

Report overview pane

Click report object icon in the navigation drop-down to see the following information:
  • A description of the report
  • Data sources used in the report
  • The parameters used in the report
  • Number of report objects
  • Number of page objects
Click Validate report to validate the report specification.

Pages pane

Click pages object icon to view or create new report pages and prompt pages, and to create and modify classes. You can insert a page, a set of pages, or a reference to a report from the pages pane.

Queries pane

Click queries object icon to create or modify queries in relational reporting or dimensional reporting and to perform complex tasks, such as defining joins, unions, intersects, excepts, and writing SQL and MDX statements.

Click a specific query to add a calculation, detail or summary filter, or a set expression.

Classes pane

Click classes object icon to define a style. For example, you can define a style for the title of an axis. You can then apply the style to all axis titles in the report.

Variables panes

Click variables object icon to add a variable that has values in a different language, values as strings, and values in boolean.

Filters pane

The Filters Filter icon in the application bar pane is available in View mode. It displays all filters that are created by the report consumer on the report output. When you click a filter in this pane, all data containers that use the selected filter are automatically highlighted in the report. When a data container is selected, the filter pane is updated instantly to display only filters that are applied to the selected data container. You can edit or delete the filter directly in the pane.

You can resize the filter pane, and pin or unpin the pane depending on the screen resolution. Report authors can also make an authored filter visible to report consumers so that they can interact with it in this pane.

The pane cannot be used to create or view low-level filter expressions that are manually created in the expression editor. By default, interactive filtering is disabled for filters that were created in earlier versions of Cognos Analytics.

This feature is not available for active reports.

Properties pane

The properties pane lists the properties that you can set for an object in a report or for the entire report. The properties that are displayed vary depending on the type of object. When you specify a value for a property, press Enter, click another property, or save the report to ensure that the value is saved. Click show properties icon to show or hide the properties pane.

At the report level, you can set the following properties:
Burst options
Specifies the data item on which to burst reports. Specify recipients.
Run with full interactivity
Enable users to change the report
Apply local and global styles from another report
Specifies the language package
Name of the report, specified when you save it
Report styles
Specifies the product classes used to format objects. You can select between ReportNet, 8.x, 10.x, 11.x, and simplified styles.
Page break for interactive HTML
For reports with multiple data containers, specifies whether to render the default number of rows of each data container on each page.
View pages as tabs
In HTML output, specifies whether to show each report page in its own tab, and the location where the tabs appear in the browser.
Paginate saved HTML output
Specifies whether to create multiple pages or one scrollable page
Use 1.x CSV export
For Cognos ReportNet, specifies whether to create CSV report output.
Group repeating cells - export to Excel
Group repeating cells - export to Excel
PDF page setup
Sets PDF page options
Conditional layouts
Add layouts to a report based on conditions
Data formats
Specifies the default data format properties for each type of data
Package-based drill-through source
Enable or disable the report to be used as the source during a package drill-through. This property can also be set in the Basic tab of the Advanced drill behavior property.
Dynamic filtering
When the report is a drill-through target, specifies whether to apply more filtering when names from the context in the source report match names of items in the target report. This property can also be set in the Basic tab of the Advanced drill behavior property.

For other types of objects, like containers, you can set conditional styles, queries, pagination, margins, color and background, font and text, and many other properties.

Visual aids

Visual aids include the following options to help you when you are designing reports in the layout. You can enable and disable visual aids by accessing the Visual aids menu item from the More icon more icon in the toolbar. You must be in Page design or Page preview mode.



Show Boundary Lines

Shows all boundary lines around objects

Show Repeating

Repeats objects when you insert them. For example, when you insert a data item in a crosstab, the data item appears in each row or in each column of the crosstab.

Show Page Header & Footer

Shows the page header and page footer

Show Drag & Drop Padding

Shows drag-and-drop zone when the Padding property for an object is set to 0. If the Padding property is set to a value that is greater than the minimum padding that IBM Cognos Analytics - Reporting uses to show drag-and-drop zones, only the minimum padding is shown.

Show Hidden Objects

Shows objects for which the Box Type property was set to None or for which the Visible property was set to No.

Show Sorting

Shows the sorting icon for data items for which a sort order was specified. For more information about sorting data, see Sorting Relational Data or Sorting Dimensional Data.

Show Grouping

Shows the grouping icon for grouped data items

Show Source Type

Shows the icon for the source type of objects, such as layout calculation

Show Data Item Type

Shows the icon for the type of data item, such as query item, member, or measure

Show Drill-through Definitions

Shows data items for which the drill-through definition was defined as a hyperlink

Show Table of Contents Entries

Shows table of contents entries inserted in the report

Show Bookmarks

Shows bookmarks inserted in the report

Show Master Detail Relationships

Shows master detail relationships defined in the report

Tip: Pausing the pointer over the master detail relationship icon shows the relationship

Show No Data Contents Tab Control

Shows tabs if the data container's No Data Contents property is set to Yes

Show Repeater and Singleton Containers

Shows repeater and singleton containers inserted in the report

Show Deck Controls

Show the deck controls for active reports. For more information, see Adding Controls to a Report and Recommendation - use master detail relationships when authoring decks.

Show Container Selectors

Shows a small selector (three orange dots) for the following container objects: list, crosstab, repeater table, table of contents, table, and active report application objects. You can click to select all the objects within a container.

Show Empty Text

Shows empty text item objects that were inserted in the report

Show Insertion Icons

Shows the Add circular menu Add circular menu icon

Page layers area

When you are working with dimensional data, use the page layers area to create sections, or page breaks, in a report to show values for each member on a separate page. For example, you can drag Northern Europe sales territory from the Sources tab sources icon to the Page layers area. The report is broken into a separate page for each territory within northern Europe. Each page's context appears in the report header.

For more information, see Create page layers.

Context filter area

When you work with dimensional data, use the Context filter area to filter your report to show values, or context, for only a specific data item. This technique is also known as a slicer filter. For example, you can drag Sales Territory from the Source tab Source tab to the Context filter area. When you click a specific territory from the list, the values in the crosstab change to represent data for that territory.

For more information, see Create a context filter.