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This document applies to Cognos 8 Version 8.1 and may also apply to subsequent releases. To check for newer versions of this document,
visit the Cognos support Web site (http://support.cognos.com).
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Copyright (C) 2005 Cognos Incorporated.
Portions of Cognos(R) software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188
B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2.
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Table of Contents
Introduction 7
Chapter 1: Overview of New Features 9
Chapter 2: Open Data Access 11
Any Studio, Any Data 11
Dimensionally Modeled Relational Data 11
Dimensional Modeling of Relational Data Sources in Framework Manager 11
Analysis of Dimensionally-modeled Relational Databases 11
Support for OLAP Data Sources 11
Enhanced OLAP Data Access 12
Reporting on Cognos Enterprise Planning and Cognos Finance Data 12
High-quality Presentation and Enterprise Distribution for OLAP Reports 12
Support for Data Source by Studio 12
Chapter 3: Web-based Analysis 13
Analysis of Relational Data 13
Features for Analyzing Large Data Sets 13
Managing the Amount of Data Retrieved 13
Summarizing Your Results 13
Support for Dimensional Attributes 14
Controlling When Data is Retrieved 14
Overview Area 14
Advanced Analysis for Comparison 14
Top or Bottom Filters 14
Flexible Filtering 15
Multilevel Ranking 15
Statistical Functions and Compound Expressions 15
Custom Sets 15
Flexible Data Insertion and Layout 15
Chapter 4: Managed Reporting 17
Report Authoring on OLAP Sources 17
Improved Report Authoring 17
Multidimensional Expressions 17
Class Styles 17
Reusable Layout Components 17
Drag-and-drop Creation of Union Crosstabs 18
More Powerful Reports 18
Model Joins in Queries 18
Conditional Rendering of Objects in Reports 18
Dashboard Support 18
Maps 18
Charting 19
Simplified Chart Authoring 19
Drill Capabilities in Charts 19
Formatting for Chart Elements 19
Support for Data-driven Baselines, Markers, and Notes 19
Multiple Queries for Multi-part Charts 20
Additional Chart Types 20
New Chart Options 20
New Features 3
Chapter 5: Self-service Reporting 21
Queries on OLAP Sources 21
Templates 21
More Powerful Self-service Reports 21
Formatting Features 21
Conditional Formatting 21
Improved Filtering 22
Support for Hierarchies 22
Chapter 6: Event Lifecycle Management 23
Open Data Access 23
Event Detection, Qualification, and Escalation 23
Event Tasks 23
Chapter 7: Performance Management using Scorecarding and Metrics 25
Integration with Other Components of Cognos 8 25
Support for Multiple Metric Applications 25
Improved Calendar 25
Objectives and the Status of Groups 25
Enhanced Diagrams 26
Projects and Actions 26
End User Edits 26
Chapter 8: Enhanced Portal Capabilities and Integration 27
Integration With Enterprise Portals 27
Support for Plumtree Corporate Portal 27
Lightweight, URL-based Portal Integration 27
Portal Pages and Portlets in Cognos Connection 27
Using Portlets Inside of Cognos Connection 27
Sharing Portal Pages 27
Improved Communications Between Cognos Portlets 28
Other Cognos Connection Enhancements 28
Access to Styles Controlled Through User Preferences 28
User-defined Home Page and a Customizable Welcome Page 28
Connect to Cognos Contributor from Cognos Connection 28
Chapter 9: Enterprise Administration 29
Secure and Easily Scalable Architecture 29
Open Data Access 29
Integrated Installation and Configuration 29
Common Open API 29
Extended Metadata and Data Support and Functionality 29
Dimensional Modeling of Relational Sources 29
Ability to Model Conformed Dimensions Stored as Separate Tables 30
Native Metadata Support for OLAP Sources 30
Importing System Tables 30
Improvements to Third-party Metadata Imports 30
Support for Additional SQL 99 Data Types 30
Customizing Functions Listed in a Package 30
Generating a Model Report 30
Improvements to Context Explorer 31
Viewing Dependencies for a Model Query Subject 31
Dimension Information Replaced by Determinants 31
Improved Application Administration 31
Server Affinity 31
Increased Scheduling 31
Connection Testing 31
Model-based Drill-through Support 31
Graduated User Interface Capabilities 31
4
Enhanced User Account Management 32
Index 33
New Features 5
6
Introduction
This document summarizes the new features introduced in Cognos 8 Business Intelligence.
Cognos 8 Business Intelligence is an integrated enterprise solution built on the proven Web
services architecture developed for ReportNet. It provides secure, easy-to-deploy, zero footprint
reporting, analysis, monitoring, and scorecarding to all users in your enterprise. Cognos 8
combines major upgrades from ReportNet, PowerPlay Web Explorer, Metrics Manager, and
DecisionStream, and further integrates these components. It includes new versions of Report
Studio, Query Studio, and Cognos Connection. PowerPlay Web is replaced by Analysis Studio,
Metrics Manager is replaced by Metric Studio, DecisionStream is replaced by Data Manager, and
Event Studio is added to provide event lifecycle management.
This guide does not include the new features in Data Manager. For more information, see Data
Manager New Features.
For more information about using this product, visit the Cognos support Web site
(http://support.cognos.com).
The following documents contain related information, and may be referred to in this document.
Note that the availability of the studios described in these documents depends on your licensing
permissions. To change your licensing permissions, see your administrator.
Document Description
Cognos Connection User Using Cognos Connection to publish, find, manage, organize, and
Guide view Cognos content, such as scorecards, reports, analyses, and
agents
Report Studio User Guide Authoring reports that analyze corporate data according to specific
needs
Event Studio User Guide Creating and managing agents that monitor data and perform tasks
when the data meets predefined thresholds
Metric Studio User Guide Authoring scorecard applications and monitoring the metrics within
for Authors them
Cognos 8 Administration Managing servers, security, reports, and Cognos Portal Services;
and Security Guide setting up Cognos samples; and customizing Cognos 8
Map Manager Installing and using Map Manager to import and manage maps that
Installation and User are used to create map reports
Guide
New Features 7
Introduction
From within the online help, you can click the following link to open a printable version of this
document (PDF).
Our documentation includes user guides, tutorial guides, reference books, and other materials to
meet the needs of our varied audience.
You can also read the product readme files and the installation guides directly from Cognos
product CDs.
Online Help
All information is available in online help. Online help is available from the help button in a Web
browser, or the Help menu and help button in Windows products. You can also download the
online help from the Cognos support Web site (http://support.cognos.com).
8
Chapter 1: Overview of New Features
Cognos 8 Business Intelligence provides an open data strategy that makes information visible
across your organization. You can use all parts of the powerful business intelligence capabilities of
Cognos 8 on both your relational and multidimensional data assets.
Depending on the package you purchased, you may not have all the components mentioned in this
guide. The following table lists the components included with each Cognos 8 package.
Cognos 8 Cognos
Business Cognos Cognos Metrics Cognos Data
Component Intelligence ReportNet PowerPlay Manager Manager
Cognos
Connection
Cognos Viewer
Query Studio
Report Studio
Analysis Studio
Event Studio
Metric Studio
Metric Designer
Data Manager
Framework
Manager
Composite
Transformer
PowerPlay
Windows
Map Manager
For more information about using this product, visit the Cognos support Web site
(http://support.cognos.com).
New Features 9
Chapter 1: Overview of New Features
Answering business questions is now easier with Analysis Studio. It provides enhanced top or
bottom filtering, dynamic subtotals, more ways to insert data, and enhanced data access. Flexible
filtering and intelligent data management make analyzing large amounts of data more efficient.
PowerPlay Web Explorer, the previous version of Analysis Studio, supported analysis on
industry-standard OLAP data sources, including PowerCubes. In Analysis Studio, data access is
extended to include features unique to those OLAP data sources as well as to data stored in
dimensionally-designed relational databases.
Due to the open data access architecture of Cognos 8, both Query Studio and Report Studio can
now be used for building reports from multidimensional data sources.
New features in Report Studio facilitate the building of dashboards. These features include maps
and gauge charts, greater control over chart coloring and layout, and the ability to define and
control drill-down interactivity in reports.
When creating reports in Query Studio, you can now control layout elements such as fonts and
colors. You can also apply a template created in Report Studio to achieve a standard corporate
look.
Event Studio is a new component that delivers complete event lifecycle management. You can
define event-driven agents that notify users of key operational or performance events that affect
your business.
Metric Studio, an upgrade from Metrics Manager, helps you manage the performance of your
organization by monitoring and analyzing metrics. With Metric Studio you can create integrated
plans, forecasts, reports, analyses, and scorecards that show how your organization is performing,
why it is performing that way, and what you can do to improve performance.
Due to enhancements to Cognos Connection and Cognos portlets, you can now use
industry-standard portlets inside of Cognos Connection, and use content from Cognos
Connection in other portals. Portal pages are new objects that provide a visual arrangement of
multiple reports and other content. They can be shared across users and deployed as content.
The architecture of Cognos 8 Business Intelligence, now provides better security and scalability.
New features help you to deploy and manage an efficient Web-based business intelligence
environment.
10
Chapter 2: Open Data Access
Cognos 8 Business Intelligence provides full business intelligence capabilities regardless of how
your data is stored. Building on the success of ReportNet and PowerPlay, it provides advanced
enterprise reporting and analysis capabilities for both relational and OLAP sources.
New Features 11
Chapter 2: Open Data Access
12
Chapter 3: Web-based Analysis
Analysis Studio is a major upgrade from PowerPlay Web Explorer for Cognos Series 7. It provides
zero footprint Web-based analysis and includes enhancements for improved analysis of large data
sets and support for more complex views of the data.
New Features 13
Chapter 3: Web-based Analysis
Overview Area
The Dimension bar in PowerPlay Web is enhanced in Analysis Studio and now provides an
interactive overview area that improves readability in cubes containing many dimensions. The
overview area, at the top of the work area, is a convenient place to explore and change the
contents of the crosstab quickly. In the overview area you can see which groups of items have
filters and sorting applied, swap individual groups of rows and columns, and drill up or down. It
provides context for the values shown in the crosstab.
For more information, see the Analysis Studio User Guide.
14
Chapter 3: Web-based Analysis
By clicking the Top or Bottom button on the toolbar you can select a set and define criteria for the
filter.
For more information, see the Analysis Studio User Guide.
Flexible Filtering
Multiple filter rules may be specified and then combined using AND or OR to create a complex
filter. These filters can be combined with top or bottom and zero suppress filters, allowing you to
focus on the most critical data. In addition, specific individual items may be excluded where
anomalies or special cases are detected.
For more information, see the Analysis Studio User Guide.
Multilevel Ranking
Analysis Studio incorporates the ranking calculations of quartile, quantile, percentile, and rank as
provided by the ReportNet architecture. Rank has been enhanced so that you can answer
questions such as, "What is the rank of tents relative to other camping equipment?" or, "What is
the rank of products within each year?" You can also specify options to control the scope of the
analysis.
The new ranking features are accessed by clicking the Calculate button and clicking Custom. For
more information, see the Analysis Studio User Guide.
Custom Sets
When you need to save a step of your analysis for future use, you can use a custom set to save the
filter rules, calculations, and sort criteria that define a set created in Analysis Studio. This ability
to preserve the entire definition allows you to return to a previous step in your analysis without
any loss of work.
Custom sets are created using the Save as Custom Set button on the toolbar. They are shown in the
Analysis Items tab of the Insertable Objects pane and can be reused within an analysis.
For more information, see the Analysis Studio User Guide.
New Features 15
Chapter 3: Web-based Analysis
When sets are stacked, you can create different nesting layouts for each set. This allows some
areas within a single analysis to show more details than other areas.
For more information, see the Analysis Studio User Guide.
16
Chapter 4: Managed Reporting
Managed professional reports are created in Report Studio. The new version of Report Studio
provides report authors with increased flexibility and control when creating reports from
relational or multidimensional sources.
Multidimensional Expressions
In addition to support for OLAP data and dimensional analysis in RDBMS data, Cognos 8
Business Intelligence supports multi-dimensional expressions. OLAP features, such as time-based
queries on both OLAP and RDBMS-based data, are supported.
For more information, see the Report Studio User Guide.
Class Styles
Class styles store a combination of formatting characteristics, such as font, font size, and border.
They are similar to Styles in Microsoft Word. When you apply a class style, all of the formatting
instructions in that class style are applied at one time. This saves you time when creating reports
and encourages the visual consistency of reports throughout your organization. Class styles can be
created for the current report only. To change the layout for all reports you must modify the
default layout style sheet.
Classes are created in the Page Explorer. For more information, see the Report Studio User Guide.
New Features 17
Chapter 4: Managed Reporting
Dashboard Support
A dashboard is a style of report that shows a wide variety of data in a single interface. It usually
provides a high-level graphical view of company performance indicators. A compact presentation
of information is achieved through the use of maps, advanced charts, and interactivity.
Dashboards can be created in Report Studio as a single complex report. Alternatively,
enhancements in Cognos Connection enable consumers to assemble their own dashboard as a
Web page combining many small reports.
The ability to create effective dashboards in Report Studio is enhanced by the following new
features:
• access to data from a variety of sources including OLAP data sources.
• additional charts, including gauges, horizontal progress charts, and combination charts.
• drill-down capabilities that provide interactive reports
For more information, see the Report Studio User Guide.
Maps
Maps can be used to represent any data that can be displayed spatially. A map may show such
things as a geographical area, a floor plan in a building, seats in an airplane, or parts of the human
body. Sample maps are provided.
Data can be plotted against a map using feature names such as city or country. Regions, such as
countries, can be colored to represent data that you select. For example, all countries with annual
revenue over 20 million dollars may be colored red, while countries with revenue between 15 and
20 million dollars are colored blue, and so on. Points, such as cities, can be shown in different
sizes and colors to represent values from your data.
18
Chapter 4: Managed Reporting
Administrators and modelers use a Windows utility named Map Manager to import maps and
update labels for maps in Report Studio. For map features such as country and city names,
administrators and modelers can define alternative names to provide multilingual versions of text
that appears on the map.
A map is created in the same way as any other report, such as a chart report. When you create a
new a report you select Map from the New dialog box. For more information, see the Report
Studio User Guide.
Charting
New charting features in Report Studio make it easier to create presentation-quality charts with
informational overlays such notes, baselines, and markers. Additional chart types are included
with this release.
New Features 19
Chapter 4: Managed Reporting
20
Chapter 5: Self-service Reporting
Self-service reports can be created in Query Studio. The new version is improved to provide a
more flexible and powerful environment for querying and viewing data from relational or
multidimensional sources.
Templates
Query Studio can now use templates that are authored in Report Studio. Templates may include
layout components in headers and footers. You can customize the data presentation in lists and
crosstabs by using class styles. Templates make it easy to convert queries to corporate-standard
layouts and color schemes. They reduce the effort required to maintain reports.
The Apply Template command in the Change Format menu allows you to select and apply a
template to a Query Studio report.
For more information, see the Query Studio User Guide.
Formatting Features
Query Studio has new formatting features that provide more control over fonts, colors, borders,
headers, and footers. There is also improved support for multilingual titles and texts.
The new formatting features are accessible from the Change Format menu in Query Studio.
For more information, see the Query Studio User Guide.
Conditional Formatting
Query Studio provides conditional styles that let you format values based on conditions. For
example, you can specify that a value be highlighted in red if revenue is less than a specified
number.
The Define Conditional Styles command is available from the Change Format menu in Query
Studio.
For more information, see the Query Studio User Guide.
New Features 21
Chapter 5: Self-service Reporting
Improved Filtering
Query Studio now allows you to create complex filters by using the operators AND or OR to
combine filters. You can do this by clicking Combine Filters on the Edit Data menu.
For more information, see the Query Studio User Guide.
22
Chapter 6: Event Lifecycle Management
With Event Studio, a new component in Cognos 8 Business Intelligence, you can automatically
notify users of key operational or performance events that may affect your business. You create
agents to define conditions that identify events and the tasks used to handle them. You can qualify
events, escalate actions if they continue, or close the loop as an event completes.
Event Tasks
Events can trigger the following tasks:
• Email alerts can be sent to users notifying them of significant events.
• Messages can be sent to Web portals.
Messages might include headlines along with links to detailed reports.
• One or more reports can be run.
Prompts can use values from the event to generate conditional reports. After reports are run,
an agent can send all the outputs attached to a single email message.
• Agents can run other agents to create an automated workflow of tasks.
Data from different Framework Manager models can be accessed and correlated.
• Agents can run database stored procedures and Web services, passing them values from the
event.
For more information, see the Event Studio User Guide.
New Features 23
Chapter 6: Event Lifecycle Management
24
Chapter 7: Performance Management using
Scorecarding and Metrics
Metric Studio helps you manage the performance of your organization by monitoring and
analyzing metrics at all levels of your organization. You can create integrated plans, forecasts,
reports, analyses, and scorecards that show how your organization is performing, why it is
performing that way, and what you can do to improve performance.
Metric Studio, a major upgrade from Cognos Metrics Manager, is fully integrated into Cognos 8.
It includes new and enhanced features for improved power, flexibility, and ease of use.
Improved Calendar
With the improved calendar you can see metric types of different granularities on the same
scorecards. For example, daily values are now supported in the same way as monthly values and
can be combined on the same scorecards.
Previous versions of Metrics Manager supported only rollups to months, quarters, and years.
Metrics Studio now supports a virtually unlimited number of levels so that calendars can be
customized to meet all your organization’s scorecarding requirements.
New Features 25
Chapter 7: Performance Management using Scorecarding and Metrics
Enhanced Diagrams
Metric Studio provides improved diagrams for creating more effective scorecards. Major
improvements include the following:
• Richer diagrams that support group status, more object types, and more information on each
object.
• Inherited diagrams.
• Explorable Impact Diagrams. More than one diagram can be associated with each metric and
scorecard.
• Support for complex diagrams such as strategy maps without the need for external drawing
tools
• Diagram templating for rapid rollout of diagrams to multiple scorecards.
26
Chapter 8: Enhanced Portal Capabilities and
Integration
Enhancements in this release provide increased flexibility within Cognos Connection and
improved integration of Cognos 8 content into other portals.
New Features 27
Chapter 8: Enhanced Portal Capabilities and Integration
28
Chapter 9: Enterprise Administration
Cognos 8 Business Intelligence provides features that help you to deploy and manage an effective
Web-based business intelligence environment across your enterprise. More platforms are
supported and APIs are provided for reporting, analysis, and event management. Cognos 8 is
designed to meet the conformance and localization requirements of global enterprises including
support for Linux operating systems and internationalization standards.
New Features 29
Chapter 9: Enterprise Administration
30
Chapter 9: Enterprise Administration
Server Affinity
With report server affinity, you define a subset of servers in a Cognos 8 distributed installation
that can serve content initiated by specified users and groups or associated with a particular
metadata package. This is particularly useful if you have servers that different departments pay
for, or servers that do not have access to all the data sources.
Increased Scheduling
Deployment imports and exports can now be regularly scheduled. Metric Studio packages can be
scheduled to refresh metrics information.
Connection Testing
In Cognos 8, you can test Content Store, Audit Database, External Namespace, and Notification
Mail Server configuration settings entered in Cognos Configuration to ensure that each works
prior to starting the product.
New Features 31
Chapter 9: Enterprise Administration
32
Index
New Features 33
Index
O S
objectives in Metric Studio, 25 scheduling, 31
OLAP scorecarding, 25
authoring reports, 17 self-service reporting, 21
data access, 12 server affinity, 31
native metadata support, 30 show attributes, 14
presentation and distribution, 12 skins
queries, 21 user preferences, 28
open data access, 11 SQL 99 data types, 30
overview area in Analysis Studio, 14 statistical functions in Analysis Studio, 15
styles, 17
P user preferences, 28
performance management, 25 subtotals in Analysis Studio, 13
Plumtree portal, 27 summarizing results in Analysis Studio, 13
Portal Services, 27 system tables, 30
portals
inside Cognos Connection, 27 T
Plumtree, 27 tasks, 23
sharing portal pages, 27 templates in Query Studio, 21
URL-based integration, 27 testing
portlets connections, 31
communication between Cognos portlets, 28 top or bottom filters in Analysis Studio, 14
projects and actions in Metric Studio, 26
U
Q
user account management, 32
Query Studio, 21 user interface
conditional formatting, 21 graduated, 31
filtering, 22 user-defined sets or groups, 15
formatting, 21
queries on OLAP, 21
templates, 21 V
version
R document, 2
ranking in Analysis Studio, 15
relational data W
analysis, 13 welcome page, 28
relational databases, 11
Report Studio, 17
baselines markers and notes in charts, 19
chart types, 20
charting, 19
class styles, 17
conditional rendering, 18
34