IBM Cognos 10 Framework Manager - Terry Curran - E-Book

IBM Cognos 10 Framework Manager E-Book

Terry Curran

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Beschreibung

"IBM Cognos 10 Framework Manager" is a complete practical guide to using and getting the best out of this essential tool for modeling your data for use with IBM Cognos Business Intelligence Reporting. With its step-by-step approach, this book is suitable for anyone from a beginner to an expert, complete with tips and tricks for better data modeling."IBM Cognos 10 Framework Manager" is a step by step tutorial-based guide; from importing your data to designing and improving your model, and creating your packages while working with other modelers, every step is presented in a logical process.Learn how to use the best design strategy to design your model, create an import layer, a modeling layer, and a presentation layer to make your model easy to maintain. Do you need to design a DMR model? No problem, this book shows you every step. This book can even make working with other users easier - we will show you the methods and techniques for allowing others to work on the same model at the same time. Need to create dynamic data structures to change the way the data is presented to your users so your French users can see the data in French, your German users in German, and your English users in English? You can do all this with parameter maps."IBM Cognos 10 Framework Manager" continues where the product manuals end, showing you how to build and refine your project through practical, step by step instructions.

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Seitenzahl: 147

Veröffentlichungsjahr: 2013

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Table of Contents

IBM Cognos 10 Framework Manager
Credits
About the Author
Acknowledgement
About the Reviewer
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Getting Started
Configuring Framework Manager
Starting Framework Manager
User interface
The Project Viewer pane
The Explorer tab
The Diagram tab
The Dimension Map tab
The Properties pane
The Tools pane
The Summary tab
The Search tab
The Dependencies tab
Toolbars
Summary
2. Proven Practice
Modeling layers
Data layer
Logical layer
Presentation layer
Dimensional layer
How to create namespaces
How to create folders
Using the Model Advisor
How to use the Model Advisor
Facts identified by cardinality
Query subjects that can behave as facts or dimensions
Query subjects with multiple relationships
Query subjects that join to themselves
Determinants that conflict with relationships
Factors that will override the Minimized SQL setting
Embedded calculations that use the calculated aggregation type
Query subjects that can cause a metadata caching conflict
Summary
3. Importing Data Sources
Importing relational data
Importing from an existing data source
Importing from a new data source
Importing stored procedures
Using prompts with a stored procedure
Importing additional database objects
Importing from the same data source
Importing from additional data sources
Importing OLAP data sources
Combining OLAP and relational data sources
After importing your data sources
Summary
4. Modeling Relational Data
Cardinality
Detecting cardinality during import
Creating relationships and cardinality
Determinants
How to add determinants
Special purpose joins
Role playing dimensions
Reflexive and recursive joins
Where to model the relationships
Summary
5. Modeling Dimensional Data
Regular dimensions
Creating a regular dimension
Dimensions with multiple hierarchies
Creating a multiple hierarchy dimension
Measure dimensions
Creating a measure dimension
Creating aggregation rules for measures
Scope relationships
Creating a scope relationship
Summary
6. Creating the Business and Presentation Layers
Creating the business layer
Renaming columns
Hiding columns
Specifying attribute types
Adding filters
Embedded filters
Creating an embedded filter
Standalone filters
Creating a standalone filter
Adding calculations
Embedded calculations
Creating embedded calculations
Standalone calculations
Creating standalone calculations
Adding prompts
Creating prompts with Macros
Adding formatting
Data formatting properties
Using formatting patterns
Adding formatting
Creating the presentation layer
Grouping data items
Using folders and namespaces
Using shortcuts
Creating shortcuts
Summary
7. Creating and Publishing Packages
Creating a package
Making changes to a package
Publishing a package
Using package versioning
Using externalized query subjects
Creating externalized queries
Using the Dynamic Query Mode
Using package security
Summary
8. Maintaining Projects
Analyzing the impact of changes made to packages
Analyzing publish impact
Showing report dependencies
Showing item dependencies
Remapping an item to a new source
How to remap an item
Reusing a project
Model portability
Moving a model by using the log file
How to play back actions from a log file
Running action logs in batch mode
BmtScriptPlayer syntax
Multiuser modeling in Framework Manager
Merge projects
Segmenting and linking projects
Creating a segment
Creating links
Summary
9. Model Design Accelerator
Model Design Accelerator user interface
Starting Model Design Accelerator
Adding tables to your workspace
Adding joins to your workspace
Generating a Framework Manager model
Summary
10. Parameter Maps
Session parameters
Creating a session parameter
Modifying session parameters
Using session parameters
Parameter maps
How to create parameter maps
Creating a parameter map manually
Basing a parameter map on existing query items
Using parameter maps
Summary
A. Data Warehouse Schema Map
Table definitions
Cognos resources
Installed Cognos manuals
Resources on the Internet
Index

IBM Cognos 10 Framework Manager

IBM Cognos 10 Framework Manager

Copyright © 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: May 2013

Production Reference: 1150513

Published by Packt Publishing Ltd.

Livery Place

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ISBN 978-1-84968-576-4

www.packtpub.com

Cover Image by Gareth J (<[email protected]>)

Credits

Author

Terry Curran

Reviewers

Larry D. Bob

Ramesh Parcha

Gnaneshwar

Acquisition Editor

Joanne Fitzpatrick

Lead Technical Editor

Susmita Panda

Technical Editors

Prasad Dalvi

Saumya Kunder

Worrell Lewis

Amit Ramdas

Project Coordinator

Amey Sawant

Proofreader

Aaron Nash

Indexer

Tejal Soni

Graphics

Ronak Dhruv

Production Coordinator

Prachali Bhiwandkar

Cover Work

Prachali Bhiwandkar

About the Author

Terry Curran gained an interest in computers while studying for his first degree in Biological Chemistry at the University of Kent. He went on to work as a computer operator for a national supermarket company.

After working for several years as a computer operator, he went to Brighton Polytechnic, leaving with a Higher National Diploma in Computer Studies. Upon completion of his studies, he worked as a computer advisor at the City of London Polytechnic, assisting staff and students with their computer problems, and providing support for the various database systems in use across the Polytechnic. After taking voluntary redundancy from this post, he proceeded to the University of Stirling where he gained an MSc in Software Engineering.

After graduating from the University of Stirling, Terry commenced working for a software consultancy company. While working for this company, Terry assisted with the writing of a software package for the publishing industry using Cognos PowerHouse. While working for this company, Terry gained experience in Business Intelligence Reporting tools, being asked to familiarize himself with Cognos Impromptu and PowerPlay in order to promote the use of these tools to clients.

After this company ceased trading, Terry embarked on a career as a freelance computer consultant and contractor, using his experience with Cognos PowerHouse, various computer systems and databases, and Cognos Impromptu and PowerPlay, and later Cognos 8 and Cognos 10.

Terry continues to work as a freelance Cognos Business Intelligence consultant and contractor, making use of his extensive knowledge and experience of IBM Cognos Business Intelligence Reporting. During the past 15 years, Terry has worked for a range of different industries including aviation, pharmaceuticals, insurance, logistics, and manufacturing to name a few.

Terry is currently working for Ultra Electronics Command and Control Systems as a freelance Cognos consultant.

Terry Curran was a technical reviewer for the book IBM Cognos 8 Report Studio Cookbook, Packt Publishing.

Acknowledgement

I would like to thank Packt Publishing for offering the opportunity to write this book.

I would like to thank my wife Joyce, and my sons Francis and Alexander for encouraging me to write this book.

I would also like to thank Julie Jones for putting up with me for the past year while we have been working together at Ultra Electronics.

About the Reviewer

Larry D. Bob is an Enterprise Business Intelligence Architect with The Boeing Company, supporting the Finance Organization. He has over 15 years of technical and consulting experience in the design and development of BI applications, five of those years as a Cognos consultant. He was awarded the Cognos CIO Leadership Award in 2005, the Cognos Performance Leadership Award in 2007, and the TDWI Best Practices Award in 2008. Larry became a TDWI-certified Business Intelligence Professional in 2011 and is currently leading projects using Text Natural Language Processing and Predictive Analytics.

Ramesh Parcha graduated in Mechanical Engineering from Gulbarga University and he has been working in the IT industry for over 13 years. Presently he is working at NTTDATA as a Project Manager.

He has been working with IBM Cognos BI Products since 2006.

Earlier he has worked with SETKHAM, SIS Inoftech, Dataformix Technologies, USA, and Marketstrat, USA.

He has worked as a reviewer on a Video course on IBM Cognos 10 Report Studio and the book IBM Cognos 8 Report Studio Cookbook by Packt Publishing.

It was great pleasure reviewing this book and I would like to thank Susmita Panda and Amey Sawant.

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Preface

IBM Cognos Framework Manager is a modeling tool for creating and managing business related metadata available in all Cognos Business Intelligence applications. It allows modelers to model relational data dimensionally, apply hierarchies to allow drill behaviors, apply member functions, and query any of the supported data sources (relational database with SQL or OLAP with MDX).

The main users of Framework Manager are data warehouse developers and data modelers. Report authors use the metadata information, which is set up using Framework Manager when creating new reports.

It is not a standalone product, but a core backend tool used to build a foundation for Query Studio, Report Studio, and Analysis Studio.

What this book covers

Chapter 1, Getting Started, provides an overview of the configuration of Framework Manager, including details of how to run Framework Manager, and the main features of the user interface.

Chapter 2, Proven Practice, covers the proven practices to use when you are designing a new data model in Framework Manager.

Chapter 3, Importing Data Sources, covers the details of the different types of data sources that Framework Manager can import, and how to import your data sources.

Chapter 4, Modeling Relational Data, covers the modeling of the relationships between the data tables. After importing your metadata you must ensure it meets your users' reporting requirements.

Chapter 5, Modeling Dimensional Data, covers the use of Dimensional Modeling – more correctly Dimensionally Modeled Relational data (DMR).

Chapter 6, Creating the Business and Presentation Layers, covers the creation of the Business and Presentation layers. The Business layers are layers where we add business rules to our model to make it more user friendly. The Presentation layer is what your report authors will see in Report Studio, Query Studio, and Analysis Studio.

Chapter 7, Creating and Publishing Packages, covers the creation and publishing of your packages. Once all the layers of the model have been created we have to present the model to your report authors for them to use.

Chapter 8, Maintaining Projects, covers the techniques for ensuring that changes to the data sources are reflected in your model. This chapter also covers the techniques to allow multi-user modeling.

Chapter 9, Model Design Accelerator, covers Model Design Accelerator, which simplifies the creation of relational star schema models. It will assist both novice and expert modelers to build Framework Manger models without needing extensive experience and training.

Chapter 10, Parameter Maps, covers Parameter Maps, which can be used to create conditional query subjects that allow for substitutions when a report is run.

Appendix, Data Warehouse Schema Map, shows details of the Schema Map for the Data Warehouse used in Chapter 9, Model Design Accelerator.

What you need for this book

To use the examples in this book you will need a copy of IBM Cognos Framework Manager, and this software is only available as a Microsoft Windows program.

All examples have been developed using IBM Cognos Framework Manager 10.1.1.

The examples in Chapter 9, Model Design Accelerator, will only work with IBM Cognos Framework Manager 10, since this was a new feature in IBM Cognos 10.

All other examples should work with any version of IBM Cognos Framework Manager.

To function correctly, Framework Manager requires a suitably configured IBM Cognos Business Intelligence Server. Many of the examples make use of the IBM Cognos Business Intelligence Samples, so the following software is also required:

IBM Cognos Business Intelligence Server – this needs to be the same version as Framework Manager.A suitable webserver for example, Apache Webserver or Microsoft IIS.IBM Cognos Business Intelligence Samples – any version but preferably the same version as Framework Manager.SQL Server 2008 – to load the data used in Chapter 9, Model Design Accelerator, and as a suitable database for loading IBM Cognos Business Intelligence Samples.

Who this book is for

This book will be useful to all developers, both novice and expert, who use IBM Cognos Framework Manager to build packages for use by Report Studio, Query Studio, and Analysis Studio reports.

Readers are expected to have a basic understanding of reporting in IBM Cognos and are advised to get some hands-on experience of one or more Cognos studios. This book will only cover IBM Cognos Framework Manager.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: "Common session parameters that you may see include account.personalInfo.email, account.personalInfo.firstname, and account.personalInfo.surname."

A block of code is set as follows:

SELECT "product_name_lookup"."product_number" AS "PRODUCT_NUMBER",

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Go to Start | All Programs | IBM Cognos 10 | IBM Cognos Configuration."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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Questions

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Chapter 1. Getting Started

IBM Cognos Framework Manager is the metadata modeling development environment for IBM Cognos BI. It is available only as a