The following demo is an abstract from the IBM Cognos TM1: What's New (V10.1) two-day training course, available in a classroom or online environment. If you would like to know more about this training course or other training courses, click here
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You can import data into IBM Cognos Insight in various ways depending on the source type and how you want to import the data.
Quick import: choose the file, and IBM Cognos Insight maps and imports the data for you.
Guided import: choose the source, and specify how the data will be imported.
The Quick Import functionality applies the same set of rules as the drag and drop import method to interpret and import data from a file.
The Guided Import lets you import from a file, from a relational ODBC source, or from IBM Cognos Report Data. You can import data (dimensions and measures) or just dimensions.
Task 1. Examine the Profitability.csv file.
Task 2. Import the Profitability.csv file.
- On the Desktop, double-click the Profitability.csv file.
The file contains a total of seven columns. The first five columns contain dimensions. The final two columns contain measures. There are two columns that represent time: Fiscal Year and Month. You want to make Month a level of the Fiscal Year dimension rather than importing them as separate dimensions.
- Close the Profitability.csv file without saving changes.
- Close Microsoft Excel.
- On the Desktop, double-click IBM Cognos Insight.
The Getting Started page appears (this may take a few moments). You can use the Get Data menu to import dimensions and data in a variety of ways. If you use the Quick Import, you can select a source file, and Cognos Insight will import the data using the same import rules used when you drag and drop a file onto the workspace. You cannot define how to import the data.
To change how the columns are mapped, you will use the Guided Import.
- Maximize the window, and then from the Get Data menu, click Import Data.
The Guided Import opens with the Import Data - Select Data Source page selected (this may take a few moments). Here you can select your source file and specific its content and properties.
- In the Source Type list, ensure File is selected.
- Beside the File Name and Location box, click Browse.
- Navigate to your Desktop, click Profitability.csv, and then click Open.
The Data Preview pane shows all of the columns that you can import.
- Click the arrow beside Source Details.
You can specify properties about the source file, such as how the data is delimited, whether the data contains column labels and so on. In this case, you can accept the default selections.
- Click Next.
The Import Data - Data Mapping page appears. Here you can specify a name for the cube, update behavior properties, and how the columns should be imported.
You want to import Month as a level of Fiscal Year.
- Click the Month column header, and then under Properties, click Level.
By default, the first column is named as the parent or Owner Dimension. You want the owner to be Fiscal Year.
- In the Owner Dimension list, click Fiscal Year.
The results appear as follows:
Under Advanced Mapping in the right pane, you can see that you now have one time dimension called Fiscal Year that has two levels of detail: Fiscal Year and Month. Notice the icons for Fiscal Year and Month indicate these columns are levels rather than dimensions. All other columns are defined properly as dimensions or measures.
If you are importing a dimension with multiple levels and the member names are not unique, you can select the Qualify member names check box to join member names from different levels together to clarify which member it is. Because each month name already includes the fiscal year, each member is unique. Therefore you will clear this option so that Jan - FY09 does not appear as 2009, Jan - FY09.
- Under Advanced Mapping in the right pane, click the Fiscal Year dimension.
- In the Properties pane, under Advanced, clear the Qualify member names check box.
For many types of analyses, it is useful to include a measure called Count that displays the number of members that make up the measure, excluding null values. However, you do not want this measure for your analysis.
- Under Advanced Mapping, in the right pane, click Profitability Measures, and then in the Properties pane, clear the Generate count measure check box.
- Click Next.
The Import Data - Confirm the Import page appears.
By default, a crosstab and chart will appear when the import completes. If you clear the check box on this page, a cube will be created but the data will not be displayed.
- Click Finish.
The results appear as follows:
The import is complete. A cube named after the source file appears in the Content pane on the right, and the data is displayed as both a crosstab and chart.Task 3. Examine the imported data.
- In the Overview area, drag Fiscal Year on top of Profitability Measures on columns.
The Overview area has 3 sections used to arrange the dimensions in the widget. The first space is for rows, the second is for columns, and the third space is for the context area.
- Maximize Cognos Insight (if necessary).
You can see that there are two levels of detail in this dimension: years and months. You can drill down and up on parent members to see more or less detail.
- In the 2009 column header, click the minus sign (-), and then repeat for 2010.
- In the top right corner of the crosstab and chart widget, click Restore this widget, and then re-size the widget so that all data is showing.
The result appears as shown below:
Only yearly data is displayed. You want to save this analysis for future use.
- In the top left corner, on the menu bar, from the Actions menu click Save as.
- Name the file Analysis 1, and then save the file to your Desktop.
- The .cdd file contains both the layout and the data.
- From the Actions menu, click Close.