The User Interface

The IBM® Cognos® Report Studio user interface has two panes, an explorer bar, and a work area to help you create reports.
the Report Studio user interface

We recommend that you use a screen resolution of at least 1024 by 768 pixels.

Content Pane

The content pane contains objects that you can add to a report. You add objects to a report by dragging them to the work area. The content pane contains these tabs:

  • The Source tab source tab contains items from the package selected for the report, such as data items and calculations.
  • The Data Items tab data items tab describes the queries created in the report.
  • The Toolbox tab toolbox tab contains a variety of objects that you can add to the report, such as text and graphics.
    Tip: Click the icons below the Toolbox title bar to view toolbox items as icons or as a list, to sort items, and to filter items by different groups. To add a toolbox item to the favorite toolbox items group, right-click the item and click Add to Favorite Toolbox Items.
  • The Search tab search tab contains the results when you perform a search for members. You can insert the members found in a search directly into a report.
  • If you are authoring an active report, the Active Report Controls tab Active Report Controls tab shows the controls and active report variables inserted in a report and their relationships to one another. You can click a control in this tab to quickly locate the control in the report as well as set default values for variables.
  • If you are authoring an active report, the Active Report Variables tab Active Report Variables tab shows the active report variables defined in a report. Use this tab to create new variables and set default values.

Properties Pane

The Properties pane lists the properties that you can set for an object in a report.

You can obtain additional information about a property by selecting it and pressing F1. For example, you can view the list of objects that use each property.

When you specify a value for a property, press Enter, click another property, or save the report to ensure that the value is saved.

Tip: To view a description of the currently selected property at the bottom of the pane, from the View menu, click Property Descriptions.

Explorer Bar

Pause the pointer over the following buttons on the Explorer bar to work with different parts of a report:

  • the page explorer button page explorer icon

    You use Page Explorer to view or create new report pages and prompt pages or to create and modify classes.

  • the query explorer button queries explorer icon

    You use Query Explorer to create or modify queries in relational reporting or dimensional reporting and to perform complex tasks, such as defining union joins and writing SQL statements.

  • the condition explorer button condition explorer icon

    You use Condition Explorer to work with variables to define conditions in a report.

The Explorer bar also contains icons for the different views in which you can author reports.

  • page design view Page design view icon

    The page design view shows you what the report will look like after you run it.

  • page structure view Page structure icon

    The page structure view shows you an overview of all objects in the report in a tree structure.

  • Active Report preview Active Report preview icon

    When you are authoring an IBM Cognos Active Report, the Active Report Preview view shows you live data as you format the report.

Page Layers Area

Use the Page layers area to create sections, or page breaks, in a report to show values for each member on a separate page. For example, you can drag Northern Europe sales territory from the Source tab source tab to the Page layers area. The report is broken into a separate page for each territory within northern Europe. Each page's context appears in the report header.

For more information, see Create Page Layers.

Context Filter Area

When working with dimensional data, use the Context filter area to filter your report to show values, or context, for only a specific data item. This technique is also known as a slicer filter. For example, you can drag Sales Territory from the Source tab source tab to the Context filter area. When you click a specific territory from the list, the values in the crosstab change to represent data for that territory.

For more information, see Create a Context Filter.

Visual Aids Button

The visual aids button visual aids icon provides the following options to help you when you are designing reports in the layout.

Option

Description

Show Boundary Lines

Shows all boundary lines around objects.

Force Boundary Lines

Overrides boundary lines around objects.

Show Repeating

Repeats objects when you insert them. For example, when you insert a data item in a crosstab, the data item appears in each row or in each column of the crosstab.

Show Page Header & Footer

Shows the page header and page footer.

Show Drag & Drop Padding

Shows drag-and-drop zone when the Padding property for an object is set to 0. If the Padding property is set to a value that is greater than the minimum padding that IBM Cognos Report Studio uses to show drag-and-drop zones, only the minimum padding is shown.

Show Hidden Objects

Shows objects for which the Box Type property was set to None or for which the Visible property was set to No.

Show Sorting

Shows the sorting icon for data items for which a sort order was specified. For more information about sorting data, see Sorting Relational Data or Sorting Dimensional Data.

Show Grouping

Shows the grouping icon for grouped data items.

Show Source Type

Shows the icon for the source type of objects, such as layout calculation.

Show Data Item Type

Shows the icon for the type of data item, such as query item, member, or measure.

Show Drill-through Definitions

Shows data items for which the drill-through definition was defined as a hyperlink.

Show Table of Contents Entries

Shows table of contents entries inserted in the report.

Show Bookmarks

Shows bookmarks inserted in the report.

Show Master Detail Relationships

Shows master detail relationships defined in the report.

Tip: Pausing the pointer over the master detail relationship icon shows the relationship.

Show No Data Contents Tab Control

Shows tabs if the data container's No Data Contents property is set to Yes.

Show Repeater and Singleton Containers

Shows repeater and singleton containers inserted in the report.

Show Interactive Object Controls

Shows controls in the top right corner of active report application objects. For more information about active reports, see Active Reports.

Show Flyout Drop Zones

When in Page Design view, shows drop zones as flyouts that appear only when you hover your mouse over the data container. When this visual aid is not enabled, the drop zones are always displayed.

Show Container Selectors

Shows a small selector (three orange dots) in the top left corner of the following container objects and allows you to select all the objects within them: list, crosstab, repeater table, table of contents, table, and active report application objects.

Show Empty Extra Item Drop Zones

When you are creating a visualization, this visual aid shows empty drop zones for extra items that you can insert. The extra drop zones are displayed only when data items are inserted in all required drop zones.