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Cognos Tutorial
Cognos Tutorial
Cognos Tutorial
ANALYST
TUTORIAL
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Table of Contents
Introduction 5
Tutorial 3
Table of Contents
Index 65
4 Analyst
Introduction
Audience
This guide is for new Analyst users, familiarity with financial data is helpful, but not required to
complete the tutorial.
Tutorial 5
Introduction
Related Documentation
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other materials to meet the needs of our varied audience. The following documents contain related
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com.
Document Description
Analyst for Microsoft Getting to know Cognos 8 Planning - Analyst for Microsoft Excel®
Excel® Tutorial
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6 Analyst
Introduction
format, solely for the purpose of operating, maintaining, and providing internal training on Cognos
software.
Tutorial 7
Introduction
8 Analyst
Chapter 1: Getting Started
In this tutorial you build a simple Analyst model from start to finish. The model is designed to build
a company budget Profit and Loss. The hypothetical company used in this tutorial has five divisions
(Americas, Northern Europe, Central Europe, Southern Europe, and Asia Pacific). The Northern
Europe division’s overheads budget is entered manually. Sales budget data for all divisions is
imported from an ASCII file.
An Analyst model is a collection of interlinked D-Cubes, which hold all of the model data. D-Cubes
are built from D-Lists. These define the dimensions of a D-Cube. Data is transferred between
D-Cubes and imported into D-Cubes by D-Links.
D-Lists, D-Cubes, and D-Links are all Analyst objects. Starting with chapter two of this tutorial,
you will build Analyst objects. Below is a list of those objects with the chapter number. On the next
page is a model overview with numbered objects that correspond to the chapters of the tutorial.
Americas
Overheads
D-Cube
ProfitandLoss Data
File Map
Tutorial.csv (ASCII file)
ProfitandLoss<ProfitandLossData
ProfitandLoss<AmericasOverheads
1 Divisions
4
1 Profit and Loss
M
on
th
s
-F
isc
al
Profit and Loss
D-Cube
Tutorial 9
Chapter 1: Getting Started
Steps
1. From the Start menu, click Programs, Cognos 8 Planning, Cognos 8 Planning - Analyst.
3. If available, select the Test library to use in this session. Click OK.
If the Test library does not exist, you must select a default library in order to log on. In the
following steps, you will create the Test library where you will save your work.
4. From the File menu, click Administration, Maintain Libraries and Users.
8. Click Browse. Navigate to the Analyst install location, for example: C:\Program Files\Cognos\
c8\samples\<language>\Planning.
9. Click OK, and then close the Maintain Libraries and Users dialog.
You are ready to begin the tutorial
10 Analyst
Chapter 2: Creating the 1 Overheads D-List
In this chapter, you will create the first D-List for this tutorial called 1 Overheads D-List. This
D-List contains overhead types and a subtotal.
What is a D-List?
A D-List is a list of related items that can be put into formulas that proceed down the rows or across
the columns of a D-Cube. D-Lists commonly encountered in a Cognos 8 Planning - Analyst model
include lists of departments, products, customers, months, Profit & Loss line items, balance sheet
line items, and so on.
D-Cubes are built from D-Lists. The D-Lists define the dimensions of the D-Cube, forming the row,
column, and page headers.
The D-Lists that you will create in this tutorial will include a number before the name. The number
represents one of five categories and reflects the order in which the D-Lists should be processed
when creating a D-Cube. When you create a D-Cube, it is best to choose the D-Lists in a set order
to overcome any priority conflicts on formulas at a later date. In general, select D-Lists with the
most calculations first, particularly when the calculations use IF...THEN...ELSE logical operators.
Select the aggregation D-Lists next (divisions, customers, products) then the timescale D-Lists.
Finish with the versions D-List.
Each item in a D-List is referred to by a unique item name. Some D-List items may be calculated
from other D-List items. Calculated items are called formula items; other items are called detail
items.
You can use letters, numbers, punctuation marks, and spaces in D-List item names. However, you
should avoid using the following:
● The semicolon (;) because it is used in special calculation formulas called built-in functions
(BiFs).
● The at sign (@) and braces ({}) because these are used in formulas, built-in functions, and macros.
● The brackets ([ ]) because this naming convention is used to mark D-List formatted items, which
appear as virtual dimensions in the D-Link editor.
Steps
1. From the File menu, click New, D-List.
Tutorial 11
Chapter 2: Creating the 1 Overheads D-List
2. Type the following six item names into the Enter item names section, pressing Enter after typing
each.
3. Click OK.
The D-List editor appears.
Define a Subtotal
Define the total overheads subtotal as a sum calculation of all overheads.
Steps
1. Select the Total Overheads - Calculation cell.
12 Analyst
Chapter 2: Creating the 1 Overheads D-List
3. Click Paste.
The Select items for calculation dialog box appears with the item name Total Overheads in the
title bar.
4. Click OK. If no selection is made when you click OK, it means all items are selected.
You return to the D-List editor with the requested items pasted into the Calculation field. D-List
items containing more than one word, such as Rent and Rates, are enclosed in braces so they
are treated as a single D-List item. Braces also enclose item names containing arithmetical
operators (+ - / *) and numerals.
5. Click Apply. The word Subtotal appears in the selected cell to indicate that Total Overheads
is defined as a subtotal formula item.
Tutorial 13
Chapter 2: Creating the 1 Overheads D-List
Steps
1. Click Save from the File menu.
3. In the D-List Name field, type 1 Overheads, and then click OK. The title bar of the D-List
editor now displays the Library and D-List name: Test.1 Overheads. The number in the D-List
name, in this case 1, refers to the order the D-List will go when you create the D-Cube.
14 Analyst
Chapter 3: Creating the 4 Months - Fiscal D-List
In this chapter, you will now build your second D-List. This D-List will contain the months of one
financial year (Apr to Mar), together with a subtotal (Full Year). Building the 4 Months - Fiscal
D-List is different from building the 1 Overheads D-List in one important respect: the 4 Months -
Fiscal D-List must be defined as a timescale D-List. After you define a D-List as a timescale D-List,
you can apply growth rates across time and use the timescale D-List in certain Built in Functions
(BiFs).
Steps
1. From the File menu, click New, D-List.
2. Type the following item names in the Enter item names section, pressing Enter after each:
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Full Year
3. Click OK.
Tutorial 15
Chapter 3: Creating the 4 Months - Fiscal D-List
Steps
1. Select the Full Year - Calculation cell.
3. Click Paste. The Select items for calculation dialog box appears.
4. Click OK.
You return to the D-List editor with all items pasted into the Calculation field.
5. Click Apply.
Steps
1. From the D-List menu, click Options.
16 Analyst
Chapter 3: Creating the 4 Months - Fiscal D-List
Steps
1. From the D-List menu, click Options again.
2. In the Mode drop-down list, click Custom. Another column, Length, appears.
3. Enter the length of time in days and the from date for the first month. Press Enter.
The To date is automatically generated.
4. For the remaining months, enter the length of time in days, the From and To dates are
automatically calculated.
Timescale turquoise
Steps
1. Click the D-List Color Indicator (the box next to the clock icon in the upper left corner of the
D-List editor). Select turquoise from the ribbon that appears showing the sixteen available
colors.
Tutorial 17
Chapter 3: Creating the 4 Months - Fiscal D-List
3. Make sure the Test library is selected, enter 4 Months - Fiscal in the D-List Name field, and
then click OK.
The number in the D-List name, in this case 4, refers to the D-List order when you create the
D-Cube.
18 Analyst
Chapter 4: Creating the Americas Overheads
D-Cube
In this chapter, you will first create the Americas Overheads D-Cube using the two D-Lists you
created in the previous chapters. Since the Americas Overheads D-Cube contains only two D-Lists,
it is two dimensional, like a single sheet spreadsheet.
After a brief introduction to the parts of the D-Cube window, you will then prepare a draft overheads
budget. This populates the Americas Overheads D-Cube with data and introduces breakback and
other key Cognos 8 Planning - Analyst data entry techniques.
Finally, you will adjust your overheads budget, which introduces the Analyst commands Hold,
Release, and Reset.
What Is a D-Cube?
A D-Cube is a stored multidimensional table of data. Each dimension of the table is associated with
a D-List. The D-Lists supply the row, column, and page labels used in the table and also supply the
formulas for calculations.
Typically a D-Cube will contain no more than five or six dimensions.
Steps
1. From the File menu, click New D-Cube.
The Create New D-Cube dialog box appears with your two D-Lists shown in the Name section.
2. Click 1 Overheads and click the down arrow to move it to the Object(s) Selected portion of
the screen.
3. Click 4 Months - Fiscal and click the down arrow to move it to the Object(s) Selected portion
of the screen. You also can double-click an item to move it to the Object(s) Selected portion of
the screen.
Tutorial 19
Chapter 4: Creating the Americas Overheads D-Cube
Now you have the two D-Lists selected in the correct order (1 Overheads then 4 Months -
Fiscal).
4. Click OK
5. Type Americas Overheads in the D-Cube Name field, and then click OK. The Select dialog box
appears, which allows you to select a portion of the D-Cube to open. To open the entire cube,
click OK.
You have successfully created your first D-Cube.
20 Analyst
Chapter 4: Creating the Americas Overheads D-Cube
To select a range of cells, click the first cell of the range and drag to include the other cells. You
also can press the Shift key in conjunction with any of the keyboard shortcuts.
You can change the active cell using keyboard shortcuts. The most useful keyboard shortcuts are
as follows:
To change the contents of a cell, select the cell, change the contents, and press Enter. To cancel any
cell changes, press ESC rather than Enter.
Analyst has a standard color coding convention to show changed and unchanged data.
This color coding extends to the row and column labels. This means you can see which items contain
changed data even if you cannot see the changed data itself.
Unprocessed data appears in green.
To view the formula associated with a cell (formula items only), select the cell and press F7.
After you complete and check each overhead item, save the D-Cube by clicking Save from the File
menu. If, at any stage, your results are different from the expected results, restore the last saved
version of the D-Cube by clicking Reset from the File menu and try the overhead item again.
Tutorial 21
Chapter 4: Creating the Americas Overheads D-Cube
Steps
1. In the Americas Overheads D-Cube, select the Full Year - Salaries cell and type 3,000,000.
2. Press Enter.
Analyst performs a breakback because you typed a number in a formula item (the Full Year
subtotal). The 3,000,000 you typed in Full Year allocates evenly over the months.
3. If the Full Year - Salaries cell is 3,000,000 and all the months are 250,000, save the D-Cube.
Otherwise reset it and then repeat from step 1.
The Saving dialog box appears.
4. Repeat from step 3, typing the following data into the appropriate Months cell. This is the
travel profile that you will use to allocate the travel budget for the entire year.
22 Analyst
Chapter 4: Creating the Americas Overheads D-Cube
Month Data
Jun 5
Jul 6
Aug 5
Sep 4
Oct 3
Nov 2
Dec 1
Jan 0
Feb 1
Mar 2
Note: If you make a mistake when typing, you can reset an unprocessed (green) number to its
previous value by selecting the cell and pressing ESC. You also can change an unprocessed
number by typing a new value over it.
6. If the total number of trips in the Full Year - Travel cell is 36, save the D-Cube.
Otherwise, reset the D-Cube and try again.
3. If the Full Year - Travel cell is 160,000 and the Jun - Travel cell is 22,222 then save the D-Cube.
Otherwise, reset the D-Cube and try again.
Tutorial 23
Chapter 4: Creating the Americas Overheads D-Cube
4. Press Enter.
The remaining months increase 10% until the end of the year.
The Grow command only works with timescale D-Lists. This command can be entered as grow
or abbreviated to gr or g.
3. If the Full Year - Electricity cell is 48,000 and each month is 4,000, save the D-Cube.
Otherwise, reset the D-Cube and try again.
Copy Data
Data can be copied using the following copying commands.
24 Analyst
Chapter 4: Creating the Americas Overheads D-Cube
^ Copy up
| Copy down
: Break
These commands can be combined. For example, 4K>| copies the number 4,000 right and down.
You do not have to include the number to be copied with the copy command. For example, if you
type 4K and press Enter, you could copy this number to the right by typing only > in the cell and
pressing Enter.
Note: Copy commands are terminated when they find another command or a colon. Copy
commands also are terminated by unprocessed numbers.
The graphic below shows the unprocessed commands in your D-Cube.
6. Press Enter.
Analyst decreases the initial $4,000 by 5% or 10% as requested.
Tutorial 25
Chapter 4: Creating the Americas Overheads D-Cube
Add a add to
Multiply m multiply by
Steps
1. Select the Apr - Rent and Rates cell.
To implement the increase, you could type inc20> in Jul - Rent and Rates. However, another
way of accessing D-Cube commands is illustrated in the next step.
3. Select the range of cells: Jul - Rent and Rates to Mar - Rent and Rates.
4. Right-click within the selected range of cells and click Apply Commands.
6. Type 20 directly after increase in the text box to the right of the list, and then click OK.
Each cell in the selected range increases by 20% to 19,200.
Commands can also be applied to multidimensional D-Cube selections. This is done by using
Commands on the D-Cube menu and making D-Cube selections.
26 Analyst
Chapter 4: Creating the Americas Overheads D-Cube
If the Full Year - Rent and Rates cell is 220,800 and the Full Year - Total Overheads total is
3,747,364 then save the D-Cube. Otherwise, reset the D-Cube and try again.
You now have finished your first draft budget.
Hold Salaries
You know you are committed to the salary levels you have budgeted, so you plan to hold the salaries
figure and impose the budget restriction.
Holds on cells prevent them from being changed by breakback. However, you can enter or edit
data in a held cell as usual. Held cells are indicated by a light blue background.
You can hold the value of a cell using one of the following methods:
● On the D-Cube menu, select Commands. This is useful for holding multidimensional sections.
You can release the hold on a cell by using one of the following methods:
● On the D-Cube menu, select Release All Holds. This command releases all holds within the
D-Cube.
Steps
1. Select the Full Year - Salaries cell.
Steps
1. Select the Full Year - Total Overheads cell.
Tutorial 27
Chapter 4: Creating the Americas Overheads D-Cube
Steps
1. Select the Full Year - Total Overheads cell.
Steps
1. Select the Apr - Rent and Rates cell.
Steps
1. On the D-Cube menu, click Release All Holds.
28 Analyst
Chapter 4: Creating the Americas Overheads D-Cube
Your budget now is complete. You have seen how to use Hold and Release in conjunction with
breakback, and you have been introduced to the Reset command.
Tutorial 29
Chapter 4: Creating the Americas Overheads D-Cube
30 Analyst
Chapter 5: Creating the 2 Divisions D-List
In this chapter, you will build your third D-List. This D-List will contain a list of divisions within
the company (Americas, Northern Europe, Central Europe, Southern Europe and Asia Pacific) with
a subtotal (Total Company).
Steps
1. From the File menu, click New, D-List.
2. Type the following names into the Enter item names section, pressing Enter after each:
Americas
Northern Europe
Central Europe
Southern Europe
Asia Pacific
Total Company
3. Click OK.
The D-List editor appears with the six items listed.
Steps
1. Select the Total Company - Calculation cell.
3. Click Paste.
4. In the Select items for calculation dialog box, click OK to select all the items.
Remember that selecting nothing means to select all.
5. Click Apply.
Tutorial 31
Chapter 5: Creating the 2 Divisions D-List
Steps
1. Click the D-List Color Indicator.
Steps
1. From the File menu, click Save.
2. In the D-List Name field, enter 2 Divisions, and then click OK.
32 Analyst
Chapter 6: Creating the 1 Profit and Loss D-List
In this chapter, you will build your fourth and last D-List--a simplified Profit and Loss (P&L)
statement.
Steps
1. From the File menu, click New, D-List.
Units Sold
Unit Price
Sales
Margin %
Margin
Overheads
Profit
Profit %
3. Click OK.
The D-List editor appears with the eight items listed.
Steps
1. Select the Sales - Calculation cell.
Tutorial 33
Chapter 6: Creating the 1 Profit and Loss D-List
3. Click Paste.
Tip: You also can double-click an item to move it. It is placed after the first selected item. If
no item is selected, it is placed at the end of the list.
6. Click OK.
The D-List editor calculation field now should contain +{Units Sold} and +{Unit Price} as shown
below.
7. Replace the plus sign (+) in front of {Unit Price} with an asterisk (*).
The calculation field now should contain the following:
+{Units Sold}
*{Unit Price}
8. Click Apply.
The Sales Calculation cell now contains an equal sign (=) to show that it is a formula.
34 Analyst
Chapter 6: Creating the 1 Profit and Loss D-List
Steps
1. Select the Margin - Calculation cell.
2. Click Paste.
4. Click Move>> to transfer these items to the Items included section, and then click OK.
The D-List editor calculation field now should contain +Sales and +{Margin %} as shown
below.
5. Replace the plus sign (+) in front of {Margin %} with a percent sign (%).
The calculation field now should contain the following:
+Sales
%{Margin %}
Tutorial 35
Chapter 6: Creating the 1 Profit and Loss D-List
6. Click Apply.
Steps
1. Select the Profit - Calculation cell.
2. Click Paste.
4. Click Move>> to transfer these items to the Items included section, and then click OK.
The calculation field now should contain the following:
+Margin
+Overheads
5. Replace the plus sign (+) in front of Overheads with a minus sign (-).
The calculation field now should contain the following:
+Margin
-Overheads
6. Click Apply.
2. Click Paste.
36 Analyst
Chapter 6: Creating the 1 Profit and Loss D-List
2. Click the up arrow so Profit appears before Sales, and then click OK.
The calculation field now should contain the following:
+Profit
+Sales
Tip: You can reorder items by using the arrow keys or by using Sort. Sort allows you to sort
alphabetically, reverse alphabetically, or in the original D-List order. To sort items, you must
select them first.
3. Replace the plus sign (+) in front of Sales with a forward slash mark (/).
The calculation field now should contain the following:
+Profit
/Sales
5. Click Apply.
Steps
1. From the File menu, click Save.
2. Type 1 Profit and Loss in the D-List Name field and click OK.
Tutorial 37
Chapter 6: Creating the 1 Profit and Loss D-List
38 Analyst
Chapter 7: Creating the Profit and Loss D-Cube
In this chapter, you create a second D-Cube named Profit and Loss. The Profit and Loss D-Cube
contains three D-Lists (1 Profit and Loss, 2 Divisions, and 4 Months - Fiscal).
You already have used the 4 Months - Fiscal D-List in the Americas Overheads D-Cube, and you
will use it again in the Profit and Loss D-Cube. Sharing D-Lists in this way is a key strength of
Cognos 8 Planning - Analyst. Any changes you make to a D-List are reflected in all D-Cubes that
use the D-List. For example, if you add quarterly subtotals to your 4 Months - Fiscal D-List, they
immediately become available in both the Profit and Loss and the Americas Overheads D-Cubes.
Steps
1. From the File menu, click New, D-Cube.
3. Select 1 Profit and Loss and click the down arrow key to move it to the Object(s) Selected
section.
4. Repeat step 2 for 2 Divisions and then for 4 Months - Fiscal, and then click OK.
5. Type Profit and Loss in the D-Cube Name field, and click OK.
Tutorial 39
Chapter 7: Creating the Profit and Loss D-Cube
For any D-Cube with three or more dimensions, the D-Cube window has one rows D-List and one
columns D-List. Each of the remaining D-Lists are pages D-Lists. Later in the Tutorial, after you
have populated the D-Cube with data, you will see how to view data in a three-dimensional D-Cube.
You have successfully created the Profit and Loss D-Cube. Leave the Profit and Loss D-Cube open.
40 Analyst
Chapter 8: Creating the
ProfitAndLoss<AmericasOverheads D-Link
In this chapter, you will transfer the Americas division’s Total Overheads from the Americas
Overheads D-Cube into the Profit and Loss D-Cube. To do this, you create and execute a D-Link.
You also will see how to use drill down to trace data that was transferred using a D-Link. You will
drill down on Americas division’s Overheads, which opens the Americas Overheads D-Cube.
This section also deals with limited and saved selections of D-Cubes. This facility allows you to
hide certain rows, columns, or pages and save this selection for later use.
What Is a D-Link?
D-Links transfer data between D-Cubes or between external sources and D-Cubes. External sources
include ASCII files and sources that have an ODBC driver such as SQL databases, dBase files, MS
Access, and Excel. For information on importing data using ODBC, see the Cognos Planning -
Analyst online help.
Steps
1. Make sure that Profit and Loss D-Cube is open.
Note: The target for this D-Link automatically defaults to the Profit and Loss D-Cube because
this D-Cube is open and active.
Tutorial 41
Chapter 8: Creating the ProfitAndLoss<AmericasOverheads D-Link
The Allocation Table allows you to specify any pairing of source and target items. Allocation tables
support many-to-one allocations, in which many source items are consolidated into one target item
and one-to-many allocations, in which one source item is allocated to more than one target item.
Match Descriptions automatically matches D-List items with the same name. If one D-List is used
in both the source and target D-Cubes, the source D-List and the target D-List are paired
automatically.
After pairing the D-Lists, you frequently are left with unpaired D-Lists. You must select the required
items from unpaired D-Lists. In an unpaired source D-List, you select the item containing the data
you require. If you select more than one item, data from all the selected items is consolidated when
the D-Link is executed. In an unpaired target D-List, you select the items into which you want to
put the data.
In our example, the source D-List Americas Overheads and the target D-List Profit and Loss will
be paired using a simple Allocation Table. You are pairing these two D-Lists because they are both
calculation (white) D-Lists. Generally, source and target D-Lists belonging to the same class are
paired.
Steps to Pair the Americas Overheads and Profit and Loss D-Lists With an Allocation
Table
1. Select the source D-List 1 Overheads.
42 Analyst
Chapter 8: Creating the ProfitAndLoss<AmericasOverheads D-Link
Note: Allocation Table pairings are indicated by red and green arrows. Match Descriptions
pairings are indicated by a yellow arrow.
Note: To delete an Allocation Table entry, drag over the source and target D-List items and
then press Delete.
Because there is no source D-List to pair with the target D-List 2 Divisions, the target items of
this D-List must be selected. The Profit and Loss D-Cube contains Profit and Loss data for all
five divisions in the company. This D-Link is bringing in the Americas division’s Overheads
budget. This data belongs in the Americas division’s Profit and Loss only. Therefore, you should
select only Americas as the target item in the 2 Divisions D-List.
Note: If Americas is not in the Selected items field, highlight Americas on the right, and click
the left arrow to move it to the Selected items field.
The D-Link editor now should now have Americas listed under Selected item(s).
2. Type ProfitAndLoss<AmericasOverheads in the D-Link Name field, and then click OK.
Tutorial 43
Chapter 8: Creating the ProfitAndLoss<AmericasOverheads D-Link
3. You are asked if you want to add this link to the Update Link table of the target D-Cube. Click
Yes and click OK in the Update List box.
Execute a D-Link
Execute the D-Link to transfer the Americas Overheads data into the Profit and Loss D-Cube.
Steps
1. From the D-Cube menu, click D-Links, Run.
3. If the Overheads Total is 3,700,000 and the Profit is (3,700,000), save the Profit and Loss
D-Cube.
You also can execute an open and active D-Link directly. On the D-Link menu, click Execute.
The target D-Cube does not need to be open to execute a D-Link this way. Use this method
also when you want to run a D-Link only once and not save it.
You have transferred data successfully from Americas Overheads to Profit and Loss.
Steps
1. Select the Apr, May, and Jun- Overheads cells.
Note: You can open a D-Cube in full or take a limited selection. A limited selection includes
only some of the items from the D-Lists of the D-Cube. For example, the Americas Overheads
D-Cube, which was opened by Drill Down, was opened as a limited selection.
44 Analyst
Chapter 8: Creating the ProfitAndLoss<AmericasOverheads D-Link
To illustrate, look at the current selection of the open Americas Overheads D-Cube.
Steps
1. From the D-Cube menu, click Selections, Reselect.
The Reselect dialog box appears. On the Overheads page, note that all the items are in the
Items included list.
3. Select Jul, then click Move>> to transfer it to the Items included list, and then click OK.
The Americas Overheads D-Cube selection now includes July data.
4. This selection can now be saved for reuse. To do this, on the D-Cube menu, point to Selections
and click Save current. Under Selection Name, type Americas Overheads Selection, and click
OK.
Tutorial 45
Chapter 8: Creating the ProfitAndLoss<AmericasOverheads D-Link
46 Analyst
Chapter 9: Creating the Profit and Loss Data File
Map
In this chapter, you will create a file map for an ASCII file. A sample ASCII file named Tutorial.csv
is provided. The Tutorial.csv file is usually located in the TutorialGO folder of your Cognos 8
Planning - Analyst directory. For example, if Analyst is installed on the C:\ drive, the file is located
in the C:\Program Files\Cognos\c8\samples\<language>\Planning\TutorialGO folder.
Steps
1. From the File menu, click New, File Map.
3. Because the Tutorial.csv file is comma delimited, make sure that Delimited is selected, and then
choose Comma.
4. Because the first row of this file contains column headings, click Use row as column names.
Note: Do not change the row number from the default setting of 1 since the column headings
in this example are in row 1.
The Map dialog box now should look like the following:
Tutorial 47
Chapter 9: Creating the Profit and Loss Data File Map
5. Click Next.
You now see the second Map dialog box, which indicates where the breaks were inserted
between each column of data.
7. Select the Use Regional Settings check box to respect settings for the thousand and decimal
separators.
Steps
1. Click the Version column heading.
3. Click the Apr column heading and drag to Mar, selecting all of the months columns.
48 Analyst
Chapter 9: Creating the Profit and Loss Data File Map
Steps
1. From the File menu, click Save.
2. Type Profit and Loss Data in the File Map Name field, and then click OK.
Tutorial 49
Chapter 9: Creating the Profit and Loss Data File Map
50 Analyst
Chapter 10: Creating the
ProfitAndLoss<ProfitAndLossData D-Link
In this chapter, you will import data from the Tutorial.csv ASCII file. This file contains the sales
data (Units Sold, Unit Price, and Margin %) for all five divisions.
Now that you have mapped this ASCII file, you can create a D-Link with the Profit and Loss Data
file map as the source, and the Profit and Loss D-Cube as the target. You must create this D-Link
and then execute it.
Finally, you will see how you can use drill down to look at the source data in a mapped ASCII file.
Steps
1. Make sure the Profit and Loss D-Cube is open in Full mode.
3. Click Source.
Tutorial 51
Chapter 10: Creating the ProfitAndLoss<ProfitAndLossData D-Link
Steps
1. Select the source dimension DATA.
The Data and 4 Months - Fiscal dimensions now are paired by Match descriptions, as indicated
by the yellow arrow.
Pair the P&L Line dimension with the 1 Profit and Loss D-List
Pair the P&L Line dimension with the 1 Profit and Loss D-List to allocate source and target data
dimensions.
Steps
1. Click the source dimension P&L Line to select it.
52 Analyst
Chapter 10: Creating the ProfitAndLoss<ProfitAndLossData D-Link
In the D-List details section, a blank allocation table appears. You must specify the
correspondence of items. In the following steps, you will allocate the items from the source
D-Cube to the target D-Cube.
● Select Units Sold from the target dimension 1 Profit and Loss.
● Select Unit Price from the target dimension 1 Profit and Loss.
Steps
1. Select the source dimension DIVISION.
The D-Link dialog box now should look like the following:
Tutorial 53
Chapter 10: Creating the ProfitAndLoss<ProfitAndLossData D-Link
Steps
1. From the D-Link menu, click Execute.
2. The Profit and Loss D-Cube now should display the new data brought in from the Tutorial.csv
file.
Note: The Profit and Loss D-Cube still should be open on the Northern Europe page.
Steps
1. Select the Apr - Margin cell.
54 Analyst
Chapter 10: Creating the ProfitAndLoss<ProfitAndLossData D-Link
Steps
1. Click the D-Link window to make it active.
3. Type ProfitAndLoss<ProfitAndLossData in the D-Link Name field, and then click OK.
4. You are asked if you want to add this link to the Update Link table of the target D-Cube. Click
Yes and then OK.
Tutorial 55
Chapter 10: Creating the ProfitAndLoss<ProfitAndLossData D-Link
56 Analyst
Chapter 11: Revisiting the Profit and Loss D-Cube
Steps
1. Make sure the Profit and Loss D-Cube is open.
Tip: Use your keyboard arrows to move up and down to the next item in the pages D-List.
Tutorial 57
Chapter 11: Revisiting the Profit and Loss D-Cube
4. Drag and position the arrow over the 4 Months - Fiscal D-List group box.
3. Drag and position the arrow over the Northern Europe column heading and release the mouse.
Profit and Loss now appears with 4 Months - Fiscal as columns and Northern Europe as the
pages.
To open this D-List from the open Profit and Loss D-Cube, right-click the 1 Profit and Loss
D-List group box (Units Sold) and click Edit D-List.
58 Analyst
Chapter 11: Revisiting the Profit and Loss D-Cube
Note: In the P1 Profit and Loss D-List, Sales is calculated from Unit Price multiplied by Units
Sold. You can rearrange the relationship between these items to be {Unit Price} = Sales / {Units
Sold}. Therefore, Unit Price should be weighted by Units Sold. In the equation A = B / C; A is
always weighted by C.
6. Click Apply.
The D-List editor should now look like the following:
Note: Margin is calculated as Margin = Sales % {Margin %}. This could be rearranged as
Margin % = {Margin} / Sales * 100. Therefore, Margin % should be weighted by Sales.
4. Click Apply.
Tutorial 59
Chapter 11: Revisiting the Profit and Loss D-Cube
Note: Profit % is calculated as Profit % = Profit / Sales * 100. Therefore, Profit % should be
weighted by Sales.
4. Click Apply.
Tip: If a D-List is open but not visible, on the Window menu, select the name of the D-List.
2. Double-click the Unit Price - Format cell or click Change item attributes.
5. Click Apply.
Notice that Numeric appears in the D-List editor to indicate that a numeric format is set for
Unit Price.
4. In the Negative Suffix field, type a percent sign (%) before the bracket.
60 Analyst
Chapter 11: Revisiting the Profit and Loss D-Cube
2. Type Percent 2dp in the Saved Format Name field, and then click OK.
You return to the D-List editor. The saved format name appears at the top of the bottom half
of the D-List editor.
After you save a format, you can use it in any D-List. Click Load on the format screen of the
D-List editor to load a saved format.
Do not apply the saved format yet. You could click Apply now, and the saved format would
be applied to the item Margin %, however, let’s apply this format to both Margin % and Profit
% also.
You now are in the D-List editor. Notice that the Saved Format is applied to both the Margin
% - Format cell and the Profit % - Format cell.
Tutorial 61
Chapter 11: Revisiting the Profit and Loss D-Cube
● Use the Cumulative Built-in Function (BiF) to calculate the Cumulative Profit figure in the 1
Profit and Loss D-List. This cannot be done using standard D-List calculations since a time lag
is involved.
● Adjust the time totaling for the Cumulative Profit item so the Full Year gives the correct result.
4. In the Where drop-down box, click Bottom, and then click OK.
You return to the D-List editor. Cumulative Profit appears at the end of the item list.
2. Make sure the Attribute form is still open. If not, click Change item attributes.
3. Click BiF.
5. Click Next.
62 Analyst
Chapter 11: Revisiting the Profit and Loss D-Cube
8. Click Finish.
You now exit from the Function Wizard and return to the D-List editor. The Calculation field
should contain @Cumul(Profit).
9. Click Apply.
The Cumulative Profit Calculation cell now contains BiF, indicating that the Built-in Function
was set up successfully.
Steps
1. Make sure the 1 Profit and Loss D-List is active.
3. Make sure the Attribute form is still open. If not, click Change item attributes.
6. Click Apply.
Tutorial 63
Chapter 11: Revisiting the Profit and Loss D-Cube
9. Close the 1 Profit and Loss D-List and the Profit and Loss D-Cube.
You have completed the Cognos 8 Planning - Analyst Tutorial.
64 Analyst
Index
creating, 19
A defined, 19
Allocation Table option, 41, 52 drill-down, 44
arithmetic D-Cube commands, 26 holding cells within, 27
keyboard shortcuts, 20
B limited selections, 44
best practices, 5 limited selections, saving, 44
breakback, 22 paging, 57
selecting D-List pages, 57
C slicing, 57
three-dimensional, 39
cells
D-Cube window, 20
color coding, 20
three-dimensional, 39
editing, 20
D-Links
holding, 27
creating, 41
selecting, 20
defined, 41
viewing formulas, 20
executing, 44
cell selection, 20
D-Lists
closing D-Lists, 14
color coding, 17, 32
color coding, 17
creating, 11
cells, 20
defined, 11
D-Lists, 32
detail items, 11
column types, defining in file maps, 48
editing, 11
commands, applying to multidimensional D-Cube
formats, 60
selection, 26
formulas, 11
compound growth, 24
naming, 14
Copy command, 24
numeric formats, 60
copying D-Cube data, 24
order of, 19
copyright material
pairing in D-Links, 41
printing, 6
percentage formats, 60
subtotals, defining, 12
D
time averages, 63
D-Cube commands
timescale, 15, 24
arithmetic, 26
weighted averages, 58
Copy, 24
drill-down, 44
Grow, 24
drilling down
Hold, 27
to a mapped ASCII file, 54
Reset, 28
D-Cubes
E
cell manipulation, 20
editing cells, 20
cell selection, 20
Tutorial 65
Index
executing D-Links, 44 M
mapped ASCII files
F drilling down to, 54
file maps Match Descriptions option, 41, 52
column types, defining, 48
creating, 47 N
defined, 47 naming D-Lists, 14
finding information, 6 numeric formats, 60
formats
in D-Lists, 60 P
numeric, 60
paging in D-Cubes, 57
percentages, 60
percentage formats, 60
saving, 61
printing copyright material, 6
formulas
defining, 33
R
viewing, 20
related documentation, 6
Reset command, 28
G
Global Customer Services Web site, 6 S
Grow command, 24
saving
D-Lists, 14
H
formats, 61
help
slicing
getting, 6
D-Cubes, 57
Hold command, 27
subtotals in D-Lists, 12
holding cells, 27
holds
T
removing, 27
time averages, 63
timescale D-Lists, 15, 24
I
defining, 16
information
time totals, adjusting, 63
finding, 6
U
L
unprocessed numbers
limited selections, saving, 44
changing, 23
linear growth, 24
resetting, 23
lists
formulas, 33
W
weighted averages, 58
66 Analyst