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Calculations
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Express Authoring Mode also contains a limited calculation feature These calculations allow you to apply simple operations to one or more members in your report You can select between predefined calculations or simple custom calculations
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Part III:
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Authoring IBM Cognos 8 Business Intelligence Content
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Apply Predefined Calculations
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With predefined calculations, you can use calculations already established in Cognos 8 Here s how to apply a predefined calculation in Express Authoring Mode: 1 Click or CTRL-click the member(s) to which you want to apply a calculation 2 From the Standard toolbar, click Calculate 3 Select a predefined calculation to apply to the members, as shown here The calculation you chose displays as a row in the report As an alternative, you can right-click a selected member and then mouse over the Calculate icon in the menu that displays, as shown next A submenu displays simple, predefined calculations for the members you selected, and a Custom option The available predefined options are context-sensitive and are adjusted based on the number of members that have been selected
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Custom calculations allow you to apply calculations to a report that specifically meet your needs Here s how to create a custom calculation in Express Authoring Mode: 1 Click or CTRL-click the member(s) to which you want to apply a calculation 2 On the standard toolbar, click Insert Calculation, and then select Custom from the submenu The Insert Custom Calculation dialog displays a variety of operations that you can perform to the members that you selected If you selected more than one member, you can apply those operations to two or more members 3 Optionally, in the Number field, enter a value to apply a number and an operator to the member For instance, you could select the multiply operator and enter 2 in the Number field to multiply the member data by 2 4 Enter a name for the new custom calculation in the Name field 5 Click OK The new calculation displays as a row in the report
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NOTE For more information on calculations, refer to 9
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12:
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Advanced Reporting III
Analyze Intersections in Analysis Studio
Report Studio reports can be used in Analysis Studio to perform a more detailed analysis of the data Here s how to launch Analysis Studio from a report: 1 Right-click an intersection (table cell) in the report 2 From the context menu, click Analyze, as shown next This launches Analysis Studio For more information on Analysis Studio, refer to 11
PART III
TIP As an alternate method of opening Analysis Studio, you can click an intersection, and then
select Analyze from the Tools menu
Drill-Down Capabilities
You can set drill-down capabilities in Express Authoring Mode, but you must configure these options in the Professional Authoring Mode Switch back to Professional Authoring Mode and select Drill Behavior from the Data menu to open the Drill Behavior dialog, shown next, and configure these options Once they are configured, you can return to the Express Authoring Mode For more information on drills, refer to 10
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CHAPTER
Scorecards and Metrics
rganizations embracing the Balanced Scorecard methodology use scorecards to view performance metrics of their organization at different levels Cognos 8 provides the mechanisms for you to gather and load metrics to be used to measure performance To develop a scorecard, you must familiarize yourself with and use both Metric Designer and Metric Studio You use Metric Designer to gather metrics from import sources and prepare them for use in Metric Studio Metric Studio enables users to monitor the business using key metrics and, when necessary, begin to understand more about the performance of the metric by easily reviewing reports created with Report Studio that are linked to the scorecards and metrics You will find information about the Balanced Scorecard methodology in 2 Read this chapter to understand how to load data quickly to begin your journey to creating a balanced scorecard
Introduction to Metric Designer
Cognos 8 Metric Designer exploits the power of the query subjects in the published packages in Cognos Connection, leveraging their design and behavior to generate metrics predictably for the organization You use Metric Designer to gather metrics from your import source to be transferred into Metric Studio This client application is installed on the business manager s (or the person responsible for working with Metric Studio) desktop You interact with Metric Designer using the Metric Extract Wizard The wizard displays several screens used to identify metrics to be extracted, define scorecards and the metrics to be displayed on each scorecard, map time periods, identify default currency, and optionally filter the data
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