Download a workbook from IBM Cognos Connection

You can download a Microsoft Excel workbook from IBM® Cognos® Connection if it was published in one of the IBM TM1 applications, such as IBM Planning Analytics for Microsoft Excel.

You can download documents created in Microsoft Excel, Microsoft PowerPoint, and Microsoft Word. The default action for any Microsoft Office document is to download it.

For more information, see the IBM Cognos Analytics Administration and Security Guide.

Before you begin

You must have read and traverse permissions to access Microsoft Office documents in IBM Cognos Connection.

Procedure

  1. In IBM Cognos Connection, locate the workbook that you want to open.
  2. Click more on the actions toolbar next to the document that you want to download.

    The IBM Cognos Connection Actions page opens.

  3. For a Microsoft Excel workbook, click View most recent document in Excel View most recent document in Excel icon.

    The File Download window appears.

  4. Click Save and follow the prompts that appear.

    You must save the workbook before using it with IBM Planning Analytics for Microsoft Excel.

Results

You can now perform the same actions that you would perform for any workbook.