Cognos Impromptu 5t1756

Cognos Impromptu The George Washington University Desktop Reference Guide

Cognos Impromptu  Financial Analysis Tool  Enables report authors to create reports drawn from database tables linked to Cognos  Reports can be saved in Excel and PDF formats

System Access  Desktop Version  Cognos EP Series 7  Access to Network Drive  I:\ drive should be mapped to \\Lucy\Data1\Gwu\Iss\Share\Cognos\Disk1  I:\Production\Impromptu\Catalogs\  Sign On Procedures

Cognos Finance Catalogs (CFC)  CFC_Banner  CFC_EAS  Student s

Systems Data within the Catalogs  Banner    

Financial Aid Advancement Payroll Student s

 Oracle – EAS   

General Ledger Supply Chain Grants

Generating Reports

Catalog Query

Query Tabs  Data  Identify what to query  Click and drag

 Filter  Defines criteria  Specifies query range

 Sort  Hierarchy presentation  Ascending or descending order

 istrative  Access  Profile  Client/Server

 Group  Summarized data by group order

General Ledger System Data  Data Elements  Table Format  Balances – Summary information  Lines – Journal entry detail Numeric  Detail and summary  Include calculations 

Descriptive  ing string segment values

Query Data

Sort

Group

Filter

Cognos Filtering Tips  Queries between tables can result in crosswalk errors  Data cannot be extracted from two catalogs to generate one report  Limit the size of the query  Date fields are specific to catalog  Table descriptions correspond to subsystem backend files  Connectors between filtering components  And, Or, Values

Editing a Report

Tool Bar Features Edit features on the toolbar allowed changes to report data after the query has been completed     

Modify existing data Format numerical and date fields Perform calculations Group data Sort columns

Searching for Help  Report Templates 

G:\FIN RPTG\Impromptu

 Extensive Help Screens

 Online Books  Impromptu Desk Reference  Discovering Impromptu  Mastering Impromptu  New Features  ISS Data istration  Cynthia D Gener Telephone No.: 4-8470