Tips Tricks 11 1 5 Overview Feb 2020

Tips & Tricks 11. 1. 5 Overview Feb 2020

Training Computer To log into the computers in the training room, use the username and password on the East wall of the training room. We will be working in our Training environment for this session. This environment IS ONLY FOR TRAINING and content will not be saved. Content will not be migrated to other environments.

Training Environment https: //cu-datatrn. dev. cu. edu/bi/ • URL will navigate to the Campus login page • Select Campus to see your campus-specific Login page • Enter User ID and Password

Agenda • Summary of recent tickets and failed reports – – – Access Query Studio My Preferences Renew credentials Provide parameter values Database is down • Tips & Tricks – – – Visual aids New Query Options Run Options Group repeating cells (Excel) Additional Resources • What’s New • Security and Access

Recent Tickets: How to Access Query Studio • In CU Data, you will need to use either Firefox or Internet Explorer to access Query Studio. In the bottom left corner, click on the New icon: • In the menu that opens, click "Other. " • A new menu will open at the top left. This menu shows the older studios, including Query Studio. If you click on Query Studio here, you will be able to select a package and build a new report.

Query Studio, cntd.

CU-Data Browser Compatibility IBM's full list of supported functionality by browser for 11. 1. 5 https: //www. ibm. com/software/reports/compatibility/clarityreports/report/html/prereqs. For. Product? deliverable. Id=87 ECD 4 B 031 EF 11 E 8 B 9 DA 1016 CAD 92 E 2 B#! Browser configuration settings https: //www. ibm. com/support/knowledgecenter/en/SSEP 7 J_11. 1. 0/com. ibm. swg. ba. cognos. ug_cra. doc/c_c onfigurewebbrowsers. html

Recent Tickets: Modify My Preferences must be set in each environment (TRN, WRT, QA, PRD).

Failed Reports: Unable to Authenticate Error Details: CM-REQ-4159 Content Manager returned an error in the response header. The error "cm. Authenticate. Failed CM-CAM -4005 Unable to authenticate. Check your security directory server connection and confirm the credentials entered at login. " can be found in the response SOAP header. CM-REQ-4342 An error occurred with the client. Solution: renew credentials Be sure to type in user name and PW values rather than copy/pasting

Failed Reports: Missing Parameter Values Error Details: XQE-QRY-0404 There are parameters or variables that require values. CAFWRN-2082 An error has occurred. Please contact your administrator. The complete error has been logged by CAF with Secure. Error. ID: 2020 -02 -2508: 00: 06. 336 -#753 Solution: Update schedule and add values for required parameters

Failed Reports: Database is Down Error Details: XQE-DAT-0001 Data source adapter error: java. sql. SQLSyntax. Error. Exception: ORA-01031: insufficient privileges Solution: Contact Functional Area lead to determine if data is ready if you do not receive database alerts. Alternately, re-run later. Note: errors starting with “ORA” are Oracle errors, meaning an error against the database, rather than within Cognos.

Tips & Tricks: Visual Aids When editing a report in Reporting, select Settings (the gear icon) report toolbar and mouse over Visual aids. Then select which items to show/hide. I prefer to turn OFF Show Repeating and turn ON Show Hidden Objects.

Tips & Tricks: New Query Options Within Reporting, navigate to Report > Queries. There is a new option next to the Settings icon in the upper right called “All Queries. ” Turning on Projected queries will show which queries in the report link to each reporting object: Show data sources will display the data source for each query: Expand references will show the queries behind joins/unions:

Tips & Tricks: Run Options When editing a report in Reporting, select Run Report from the top Toolbar and click on Show run options: Setting the rows per page in the properties of a list or crosstab will control how many rows appear in all outputs, which can result in MANY tabs when run to excel. Setting this property controls how many rows appear in HTML output for this session and will allow rows per object in Excel to run to default (65 k) before breaking pages.

Tips & Tricks: Group Repeating Cells While adding grouping to a report may increase the readability of the data in HTML output, it can be frustrating in Excel output if users want to filter values. In Reporting, click on Report. Show Properties. Set Group repeating cells- export to Excel to No

Tips & Tricks: Additional Resources • Cognos Query Modes http: //ibmblueview. com/cognos-query-modes/ • Reporting or Dashboards? https: //www. atlanticcognosanalytics. com/post/cognos-reporting-optionswhich-tool-should-you-choose

What’s New Review Fix Lists from 11. 1. 3, 11. 1. 4, and 11. 1. 5 Alerts Recent List/Tiles

What’s New: Icons

Tickets Open with IBM Left Outer Join issue APAR (PH 22265) created and defect escalated List of reports with outer join and impact risk Nabin Dollar amount not matching for two m-Fin reports CA Authentication Error issue

Security and Access IRM (Information Resource Management) Role Maintains security within the Cognos environment to OID groups. Capabilities Folders Packages IAM (Identity Access Management) Role Adds users to security groups.

Upcoming Trainings New Report Developer Training March 19, 2020, 9 a-5 p Zoom and 1800 Grant St, Rm 256 Register online with Skill Soft Auditing Reports Revealed April 2020, 2 hours Effective Testing May 2020, 2 hours Data Modules June 2020, 2 hours

IRM Share. Point Documentation Source to Target Table Mappings • https: //cu 0. sharepoint. com/sites/UIS/teams/databi/Shared%20 Documents/Stakehold er%20 Slides/2020 Requirement Document Template • https: //cu 0. sharepoint. com/sites/UIS/teams/databi/Shared%20 Documents/Template s%20 and%20 Processes/CIW%20 BI%20 Requirement%20 Template. docx? d=w 3 ddc 2 dae 7 f 4644 cb 8 e 1 f 8250 e 4 a 4 eb 2 c Monthly Data and Business Intelligence IRM Stakeholder documentation • https: //cu 0. sharepoint. com/sites/UIS/teams/databi/Shared%20 Documents/Stakehold er%20 Slides/2020

Communication Sites • https: //www. cu. edu/blog/irm-updates – Enhancement/Fix updates – Cognos how-tos – Cognos tips – Go to site and select the option to Subscribe for automatic emails of content updates • https: //content. cu. edu/irm/ – Data documentation by area (internal only) – Completion notification of nightly loads *** Enhancements to these sites are planned for 2020

CIW Environment Overview

CU-DATA (Cognos) Environment Overview

Communication Emails – Multiple distribution lists are used to communicate system downtime and other important Data and BI information – If you are not in one of the distribution lists below, request to be added by sending an email to help@cu. edu • isiswhusers@lists. Colorado. EDU – Users must self subscribe and unsubscribe (see instructions on the next slide) • • ciw_cu-sis_users IRM_Advancement_Users IRM_Finance_Users IRM_Integration_Users IRM_All_Users Era_modadmins UIS_era

How to subscribe isiswhusers@lists. Colorado. EDU • an email distribution list (DL) used by IRM to communicate updates to IRM Stakeholders • IRM Stakeholders can use this DL to communicate across campus or department • This DL contains 80 plus users, anyone can subscribe Instructions to Subscribe or Unsubscribe: Compose an email to sympa@lists. colorado. edu (NOTE: do NOT include IRMHELP@cu. edu) Keep the subject line blank In the email body type: – SUBSCRIBE isiswhusers@lists. Colorado. EDU name or – UNSUBSCRIBE isiswhusers@lists. Colorado. EDU email If you have questions about Email List Manager, please contact the IT Service Center at 303 -735 -4357 (5 -HELP) or help@colorado. edu. Or https: //oit. colorado. edu/services/messaging-collaboration/bulk-messaging/email-list-manager