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Reporting Tips and Techniques

Reporting Tips and Techniques. Doug Kirk Cognos. Topics. Cognos Finance Reporting Tips Selected @ functions Boolean logic / Edit Checks Drill Down vs. Drill Through New reporting features Report Performance Options. &Macro and @Functions. @AV2 @AVG @AVL @AVT @ CEL @ CELA @CUM

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Reporting Tips and Techniques

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  1. Reporting Tips and Techniques Doug Kirk Cognos

  2. Topics Cognos Finance Reporting Tips • Selected @ functions • Boolean logic / Edit Checks • Drill Down vs. Drill Through • New reporting features • Report Performance Options

  3. &Macro and @Functions • @AV2 • @AVG • @AVL • @AVT • @CEL • @CELA • @CUM • @DCM • @FILL • @GROUP • @IN • @LIST • @MRATE • @NEG • @RATE • @SUM • @TOTAL • @TOTLIST • @CTD • @CUB • @CWA • @DAY • @DCZ • @DFP • @DNZ • @ELB • @ELL • @ELM • @ELW • @EXTERNAL • @FDAY • @PY • @RANGE • @WTA • @XRT • @ZDC • @ZPF • - • + • * • / • ! • % • ABS • BW • IDX • IDV • INT • MAX • MIN • P • V • > • > • = • AND • GEQ • IN • LEQ • LIKE • NEQ • NOT • OR • &MTH • &QTR • CLASS • CT • SELFIF • WT • &ACCT • &ATEXT • &COLOR • &DATE • &sdate • &ldate • &time • &Parent • &pgbreaktext • &RPTFULLNAME • &RPTNAME • &SCALE • &SWITCH • &PY • &CY • &NY • &[Pointer period] CF has many specialized functions and operators to make reporting easier

  4. @RATE and @MRATE • @RATE - Apply a Rate. Use to create calculated data items for accounts. Applies a given rate against one or more accounts. For example, use to determine revenue for a product when the price charged for the product changes per period. • @MRATE - Multiple Rates. Use to create calculated data items for accounts. @MRATE applies multiple rates (ratios) against a single account to determine the value of a second account.

  5. @CEL and @CELA • @CEL-Value in a Cell. Use to create a row or column that gets its value from a specific cell or cells by referencing row/column ranges. • @CELA -Value in a Cell. Use to create a row or column that gets its value from a specific cell or cells by referencing row/column ranges. @CELA is the same as @CEL except it sums the multiple rows or multiple columns in the argument.

  6. Examples • Link to @RATE & @CEL Example • Link to @MRATE & @CELA Example

  7. @RATE & @CEL ExampleScreenshot

  8. @MRATE & @CELA ExampleScreenshot

  9. &MTH • Used to insert the integer value of the current month into calculations. Very useful in making reports dynamic and preparing averages based on current period. Link to &MTH Example

  10. &MTH ExampleScreenshot

  11. Drill Through from CF From Cognos Finance to: Relational Database Web Page Another Cognos Finance System Program SQL Query

  12. Drill Down/Through • Configured in the File Processing GL Module • Link to Drill Through1 • Link to Drill Through2

  13. New Reporting Features • Dynamic Sorting (Link) • Extended Thresholds and Operators • Report Properties • @Range

  14. Dynamic SortingScreenshot

  15. @Range

  16. Reporting Performance • Turn off cache pages • Avoid page calculations • Watch dependencies Link to Report Example Note – if report is too large, CF will automatically engage report paging for efficiency.

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