Category Actions in Diagrams

You can set category actions in the diagram.

Exclude

The Exclude action Icon eliminates categories and their descendants. The Cognos® Transformer diagram shows categories and hides their descendants. Report users can drill down only to the parent of the excluded category.

You can apply the Exclude action at the dimension level of the category viewer, in a dimension view, and in a custom view.

Use caution when excluding categories from a dimension that contains alternate drill-down paths. If you exclude categories from one drill-down path, the data is excluded from all such paths.

Cloak

The Cloak action Icon eliminates categories and their descendants, but rolls up their values for representation in the parent category. The Cognos Transformer diagram shows categories and hides their descendants. Report users can drill down only to the parent of the cloaked category.

You can apply the Cloak action in a dimension view and a custom view. You can remove an alternate drill-down path from a cube by cloaking the associated drill category.

You cannot cloak special categories or categories in a convergence level of an alternate drill-down path.

Suppress

The Suppress action Icon eliminates categories, maintaining links from the parent to the child categories. The Cognos Transformer diagram shows categories. Report users bypass the suppressed category when they drill down.

You can apply the Suppress action at the dimension level of the category viewer and in a dimension view, but not in a custom view.

You cannot suppress root categories. In dimensions with alternate drill-down paths, the drill category in the primary drill-down path is suppressed by default. However, you can reverse this suppression.

Apex

Selecting the category and then clicking the Apex toolbar button Icon makes this the highest-level category. The Cognos Transformer diagram suppresses all ancestor categories and hides all siblings (and the ancestors of all siblings) of the apexed category. Report users see only the apex category and its descendants.

You can apply the Apex action in a dimension view and a custom view.

You cannot use the apex function on a union with an alternate drill-down path and you cannot apex special categories. In an apexed dimension, any special categories that refer to regular visible categories become children of the apexed category. You can reverse this action by reapplying apex to the root category.

Summarize

The Summarize action Icon eliminates descendants, but rolls up their values for representation in the selected category. The Cognos Transformer diagram shows categories. Report users can drill down only to the summarized category. They cannot see any of the category descendants.

You can apply the Summarize action in a dimension view and a custom view.

You cannot summarize special categories.