Setting the _as_of_date global parameter

You can set up the global parameter _as_of_date, and make it available to all system and tenant roles. The on-premises administrators can customize this parameter for specific user roles.

Procedure

  1. Go to Manage > Customization, and select the Parameters tab.
  2. Depending on the version of Cognos® Analytics, perform one of the following steps:
    • In version 11.1.4 and later, click the New link, and type _as_of_date in the space provided. Press Enter on the keyboard. Alternatively, click the Import link, and import the _as_of_date parameter from the sample Global parameter date picker report. This report is located in Team content > Calendars > Tools.
    • In version 11.1.3 and earlier, click the Import link, and import the _as_of_date parameter from the sample Global parameter date picker report. This report is located in Team content > Samples > Relative dates > Tools.
  3. From the _as_of_date parameter context menu Vertical actions menu icon, click Properties.
  4. Optional: Specify a custom label for the parameter. To specify a language-specific label, next to Languages, click Set. You can also add a description of the parameter, or disable it.
  5. Select the Applied to all roles checkbox.

    When you select this property, all system and tenant user roles can use this parameter.

    If you are a Cognos Analytics on-premises user, and want to customize this parameter for specific roles, don't select the Applied to all roles checkbox. Instead, proceed to step 6.

  6. Customize the as_of_date parameter for specific roles in the following way:
    1. In Manage > People, select the Accounts tab.
    2. Locate the role for which you want to customize this parameter, and in the role Properties panel, select the Customization tab.
    3. Next to Parameters, click Settings.
    4. Select the checkbox next to the _as_of_date parameter that you specified in step 2.

      Click OK to finish setting this parameter without changing the default date, which is the current date. To set a specific date, select the Set values link, select the date, and click Apply.

    5. If needed, repeat steps b to d for other roles. The date that you select can be different for different roles.
  7. Log out, and log back in.

Results

All users in the system or tenant can now see the My Parameters dialog box, and the _as_of_date parameter is available to users when they run reports or dashboards that include the relative date filters and measures. The users can customize this parameter for their needs. For more information, see Customizing the reference date.