Generate Reports from Microsoft Excel

Reports can be generated from IBM® Cognos® Controller or Microsoft Excel. From IBM Cognos Controller you can choose to generate several reports at the same time by choosing several parameters. But in Excel you generate one report at the time. To generate a report from Excel:

Procedure

  1. In Microsoft Excel click Controller > Reports > Open ReportOpen report.
  2. In Microsoft Excel click Controller > Reports > Run ReportRun report. The Run Reports window opens.
  3. Enter the actuality, period and forecast actuality for which you want to generate the report.
  4. Enter the consolidation type and company for which you want to generate the report.
  5. Enter the currency type for which you want to generate the report. This can be the local currency (LC) or the converted currency according to the group's common currency in the company structure, for example LE.
  6. Enter the currency code you want to use, for example ER. This field is only mandatory if you are processing a report with multi currency company codes ($M) as currency type.
  7. Enter the extended dimension for which you want to generate the report. If no dimension is entered the total will be used.
  8. Enter the closing version/journal type for which you want to generate the report. REP is used as default. Use the check box to toggle between Closing Version and Journal Type.
  9. Enter the contribution version/automatic journal type for which you want to generate the report. Use the check box to toggle between contribution version and automatic journal type.
  10. Enter the account, the form, the movement extension and the counter company for which you want to generate the report.
  11. Click OK and the Excel sheet will expand in rows/columns filled with values.

    You can now make changes to the report layout in Excel or enter Cognos Controller Report functions or IBM Cognos Controller Link for Microsoft Excel functions.

  12. In Microsoft Excel click Controller > Reports > Save ReportSave report. When you click the Office Button/Save As (Microsoft Excel 2007) converts the report to an Controller Link worksheet.

Results

  • You can only generate one report at a time. For example you cannot choose more than one period at the same time. To do this you need to generate the report from Controller/Reports/Run.
  • The layout of the report determines which parameters are applicable when generating a report. For example if a certain company is defined in the column definition in the report, selecting another company at Reports Run will have no effect on the report. For more information on creating reports, see Create Reports.
  • See the Cognos Controller Functions tables for more information on entering functions and their specific parameters.