Testing IBM Cognos for Microsoft Office

You can test the installation of the client components by starting the application. IBM® Cognos® for Microsoft Office starts automatically when users start Microsoft Excel, Microsoft Word, Microsoft PowerPoint, or when users open a Microsoft Office workbook, document, or presentation. Users can then link to IBM Cognos for Microsoft Office.

Procedure

  1. Start Microsoft Excel, Word, or PowerPoint or open a Microsoft Office workbook, document, or presentation.
  2. Confirm that IBM Cognos appears in the toolbar.

    If IBM Cognos is not in the toolbar, from the View menu, click Toolbars, IBM Cognos for Office.

  3. To show the action pane, click IBM Cognos in the toolbar.

    The Welcome pane appears on the right side of the window. It includes a link to IBM Cognos for Microsoft Office.

  4. Click IBM Cognos for Microsoft Office in the action pane.

    The heading of the action pane changes to IBM Cognos for Microsoft Office. You can switch between action panes by clicking the IBM Cognos Welcome, IBM Cognos Analysis and IBM Cognos for Microsoft Office icons on the action pane.

What to do next

The IBM Cognos Analytics administrator sets access permissions for content. For more information about the access permissions required to work with Cognos Analytics content, see the IBM Cognos for Microsoft Office User Guide.