Publishing a Microsoft Office document to IBM Cognos Connection

Publish your IBM® Cognos® Office documents to IBM Cognos Connection to share them with other users in a secure and centrally managed way. Users can refresh the data based on their user authentication privileges in IBM Cognos Analytics.

You can also automate this task by using the Publish method. For more information, see Publish.

If IBM Cognos Analytics users do not have IBM Cognos Office installed, they can view the document and its contents, but they cannot refresh the data or update the contents.

Before you begin

For Microsoft Word documents, you must first save the document before publishing the document to IBM Cognos Connection. Word must have a file to which to save the document before it can be published. For Excel and PowerPoint, the worksheet or slide is saved to a temporary file before it is published.

Procedure

  1. Open the document.
  2. Choose whether you want to save your document with recent data:
    • To save the document with the most up-to-date data, on the IBM Cognos toolbar, click the Refresh All Data button Refresh All Data icon.
    • To save the document as a template without data, on the IBM Cognos Office toolbar, click the Clear All Data button Clear All Data icon.
  3. On the IBM Cognos Office toolbar, click the Publish button Publish icon.
  4. If prompted, click your namespace and type your user name and password.
  5. In the Look in box, click the IBM Cognos Analytics server where you want to publish the document.
  6. Choose the type of folder in which you want to save the document:
    • To save the document in public folders, click Public Folders.
    • To save the document to your content, click My Folders.
  7. In the Name box, type the name of your document.
  8. If you want, in the Description box, type a description for the document.
  9. Click Publish.

Results

The document is published to IBM Cognos Connection.