1. Cognos Analytics v.11.1.3 For Report Viewers
Introduce Yourself – Princeton, CeDAR
Cognos Analytics is a web-based reporting solution that allows data consumers to create and run reports. Our data comes from the IW. The warehouse is current as of the close of the prior business day.
For Report Viewers
Center for Data, Analytics and Reporting (CeDAR)
Authored by: Leah Targon

2. Cognos Analytics v11.1.3 Go-Live Date Monday, Oct 28, 2019
Time to upgrade
Cognos Analytics v11.1.3
Go-Live Date
Monday, Oct 28, 2019
The upgrade to Cognos Analytics a few years ago introduced a new interface to the user.
There was a learning curve with major enhancements, for users to grow comfortable with the new environment.
This upgrade we anticipate to be virtually seamless. There are a few changes and enhancements to functionality. However, the user will recognize the interface, toolbars and functionality. This session will highlight most of the changes you’ll notice when using Cognos Analytics.

3. overview
CeDAR’s goal is to assist report viewers/consumers in transitioning from Cognos Analytics v to Cognos Analytics v
You can still do what you’ve always done – with a few changes we’ll highlight now.
We’ll introduce you to the enhancements and improvements in functionality you’ll notice in this updated version.

4. Browsers Internet Explorer Firefox Chrome Safari Now supported:
Microsoft Edge
Microsoft Edge is not supported in the current version With the upgrade Microsoft Edge will now be supported.

5. Supported web browsers – v11.1.3
Internet Explorer and Chrome are the recommended browsers.
We encourage you to use IE or Chrome as your browser.
There has been no negative feedback about Safari.
There may be small things that are not reliable like “enabling pop ups” or “adding trusted sites” etc. Any issues, call. Resources (sending links to PDFs)
Drill-through PDF to PDF should use IE.

6. VPN went into effect earlier this year. You will still have to VPN in.
Working Remotely?
Anyone using Cognos to run reports from home? Off Campus?
Cognos should perform as expected if you are VPNed in from a remote location.
VPN went into effect earlier this year. You will still have to VPN in.

7. PRIME Financials Reporting Tile
How Do You Enter the IW?
External Links
PeopleSoft
STRIPES
PRIME Financials Reporting Tile
CeDAR Website
You will enter the Information Warehouse the same way you do now.

8. Enter through PRIME PORTAL
For those of you who log into the warehouse using the Prime Portal
you will still access your financial reports via the Reporting tile.

9. Enter through the Cedar website
Production:
For those of you who log into the warehouse via the CeDAR website
you will still access your reports this way.

10. Staying the Same Reports Data Prompts Schedules Content in My Folders
Report Names
Folder Directories
Run Formats
Security
There is much that remains the same.
Before we talk about the differences that you’ll notice, let’s talk about the things that won’t change.

11. Redesigned user interface
Cognos Analytics, V
The Welcome info at the top has changed.
Quick reference list on the right is removed.
The user interface Welcome page has been cleaned up a bit.
The Welcome info at the top has changed.
The quick reference link on the right is gone.

12. Redesigned user interface
Cognos Analytics, V11.1.3
The Welcome info now includes a Princeton image.
A Princeton image has been added to the Welcome info at the top of the page canvas.
The left navigation bar still contains the Home, Search, My Content, Team Content, and Recent icons.
The most recent reports that you’ve worked on still appear on the Welcome page when you log in.

13. Folders remain the same
My Content and Team Content folders remain the same
and are located on the left navigation bar.

14. Running a report with prompts
Click on a report to run it. The first time you run the report you will be asked to select your prompt(s).
Running a report with prompts.
Click on a report to run it.

15. Running a report with prompts
After you run the report the prompts you have selected will now be the report default setting(s).
To change your prompt selections use the Run as drop down menu to select the Reset prompts and run option.
Running a report with prompts.
Click on a report to run it.

16. Run as button new location
The “Run as” button has been moved from the Run button drop-down menu in the orange toolbar to the More (…) button, to the right of the report name.
Cognos Analytics still uses the fly out windows to keep your working area cleaner.
You’ll open content from the left navigation bar to find action items.
The More (3-dot ellipse) button is still found to the right of your report names. If you’re not sure where to find action items check the More button.
One change you’ll notice is the “Run as” button has been moved to the More button drop down menu, to the right of your report name.

17. Run as new button location
The “Run as” button is at the top of the More (…) drop down menu.

18. Run in background option
The “Run as” window now offers a “Run in background” feature. The default setting is Off.
The default print setting is to html.
The Prompt me button default setting is active, so that users will be prompted if a reports contains prompts.

19. Run in background selected
When the “Run in background” button is active the Advanced feature button appears at the bottom of the window.

20. Advanced Options
The Advanced options window includes:
Running your reports Now or Later
Languages options
Report Delivery options
And…

21. Return of the Classic view
Enough customers expressed concern that they preferred the Run with options page in the pre-Cognos Analytics versions and your concerns were heard. So with the upgrade the Classic View version is again available to users.

22. Classic view window
When you open the Classic View window you’ll recognize the Run with options page from the pre-Cognos Analytics version 10.

23. improved search functionality
The Search feature allows you to search within packages and folders.
Very Effective Search Functionality
Search functionality greatly improved with the first Cognos Analytics upgrade. This feature is still easy and effective in helping you find those reports that you just can’t seem to locate.

24. Run with options functions
In the Run with options window you can:
Select your report format: html, .pdf, Excel, etc.
Enable accessibility
Set delivery and printer options
Select prompt values options

25. improved search functionality
As you begin typing a key word in the search field a drop down window appears showing you the available packages and reports that match your key word.

26. Subscriptions
Subscriptions allow a report consumer to receive a report on a regular basis. While Schedules distribute a report to one or more consumers on a scheduled basis, subscriptions are intended for one report consumer.
Run a report from Team Content. The Subscribe option is available in the More button pull-down menu.

27. Subscriptions
When the Subscribe window opens you can:
Select the days or days you want the report to run.
Select the run time.
Select a report format.
Select your delivery options.
View the report prompts
Remember to click Create when done.

28. subscriptions Subscribe Feature
After you have run a report, you can schedule the report to run automatically. Subscribe is located under the More button in the orange toolbar.
This a “personal” schedule that you create for yourself.
When you subscribe to a report, the subscription includes all your prompt and parameter values. You can pick the time, date, format, output types and where you want it delivered – but again, it is a PERSONAL subscription, so you cannot have it delivered to anyone else.

29. subscriptions
The Subscribe functionality includes:
Selecting the day or days to run the report.
The time to run the report.
The format to use.
And your delivery options.

30. Helpful links & Resources

31. Helpful links and resources
We in CeDAR are here to answer any questions you may have. Here are some links that should prove to be useful.
Resource
Link/
CeDAR Website
OIT Support and Operations (SOC)
Prime Portal
Financial Service Center (FSC)
Employee Learning Center
Information Warehouse (Production)
Will be shared/updated on 10/30/2019

32. questions
Questions

33. Thank you