Loading data into Excel objects from Cognos Controller

You can import data in an Excel object in IBM®® Cognos®® Disclosure Management from IBM Cognos Controller.

Before you begin

A data query must be defined before you can load data. When the query is defined, it must be associated with a report.

About this task

Users with the appropriate permissions can do this task. You need permission to create and associate queries and to load data into an Excel object.

Cognos Controller uses the IBM Cognos Controller Link for Microsoft Excel. Data from Cognos Controller, cannot update automatically if the source data changed. You must click the Refresh button on the add-in to update the data.

Note: Dynamic refreshing is not supported in Cognos Disclosure Management when you use data from the IBM Cognos Controller Link for Microsoft Excel.

Cognos Disclosure Management can directly access an OLAP or relational data source and retrieve data from the source into the report. Data can also be imported from an Excel file into Cognos Disclosure Management.

Multiple ranges, for example A1:B20, C10:F30, can be imported from the same file. As well, Cognos Disclosure Management dynamically refreshes the data directly from the source file. You can also add specific named ranges. When data is retrieved from the underlying data source, it is imported into the default Database worksheet in the Excel object.

In Cognos Disclosure Management, one worksheet can have multiple data sources that are contained in it, for example, an OLAP source and a relational source. After the data is retrieved, it can then be referenced by any other Microsoft Word or Microsoft Excel object in the report by using variables.
Note: Depending on how your security is set up, you might need to select a namespace and specify credentials.

Procedure

  1. Install IBM Cognos Controller client.
  2. In IBM® Cognos® Disclosure Management, open the report that you want to work with.
  3. Open and check out the report object that you want to edit.
  4. Click the Section View Mode icon on the status bar of the application window.
  5. On the Add-ins tab, click Controller > Log on.
  6. Select the data query that you want to insert in the report object.
  7. Specify the name of the worksheet that contains the query.
  8. If you want to override report object query variables in the query, specify the variables, the values, and a comment if necessary.
  9. Save your changes to the Excel object.
  10. Click the Default View Mode icon on the status bar of the application window.
  11. Save your changes to the report and check in the Excel object.