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All Visualizations 6-10-13 - IBM Analytics Communities Visualizations Documentation 2 ... you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator

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Page 1: All Visualizations 6-10-13 - IBM Analytics Communities Visualizations Documentation 2 ... you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator

All Visualizations Documentation

Page 2: All Visualizations 6-10-13 - IBM Analytics Communities Visualizations Documentation 2 ... you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator

All Visualizations Documentation 2

Business Analytics

Copyright and Trademarks Licensed Materials - Property of IBM. © Copyright IBM Corp. 2013 IBM, the IBM logo, and Cognos are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at http://www.ibm.com/legal/copytrade.shtml While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. IBM does not accept responsibility for any kind of loss resulting from the use of information contained in this document. The information contained in this document is subject to change without notice. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.

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Contents 3

Business Analytics

Contents 1 INTRODUCTION—BOXPLOT ........................................................................... 9

1.1 PURPOSE .............................................................................................................. 9 1.2 APPLICABILITY ....................................................................................................... 9

2 ADDING A BOX PLOT VISUALIZATION TO AN ACTIVE REPORT .................. 10

3 PROCEDURE ................................................................................................. 11

4 INTRODUCTION—HEATMAP ........................................................................ 14

4.1 PURPOSE ............................................................................................................ 14 4.2 APPLICABILITY ..................................................................................................... 14

5 ADDING A HEATMAP VISUALIZATION TO AN ACTIVE REPORT .................. 15

6 PROCEDURE ................................................................................................. 16

7 INTRODUCTION—NETWORK DIAGRAM ...................................................... 18

7.1 PURPOSE ............................................................................................................ 18 7.2 APPLICABILITY ..................................................................................................... 18

8 ADDING A NETWORK DIAGRAM TO AN ACTIVE REPORT ............................ 19

9 PROCEDURE ................................................................................................. 20

10 INTRODUCTION—PACKED BUBBLE ............................................................. 22

10.1 PURPOSE ............................................................................................................ 22 10.2 APPLICABILITY ..................................................................................................... 22

11 ADDING A PACKED BUBBLE VISUALIZATION TO AN ACTIVE REPORT ....... 23

12 PROCEDURE ................................................................................................. 24

13 INTRODUCTION—TREEMAP BY CATEGORY ................................................. 27

13.1 PURPOSE ............................................................................................................ 27 13.2 APPLICABILITY ..................................................................................................... 27

14 ADDING A TREEMAP BY CATEGORY VISUALIZATION TO AN ACTIVE REPORT 28

15 PROCEDURE ................................................................................................. 29

16 INTRODUCTION—TREEMAP BY VALUE ........................................................ 31

16.1 PURPOSE ............................................................................................................ 31 16.2 APPLICABILITY ..................................................................................................... 31

17 ADDING A TREEMAP BY VALUE VISUALIZATION TO AN ACTIVE REPORT .. 32

18 PROCEDURE ................................................................................................. 33

19 INTRODUCTION—WATERFALL .................................................................... 35

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Contents 4

Business Analytics

19.1 PURPOSE ............................................................................................................ 35 19.2 APPLICABILITY ..................................................................................................... 35

20 ADDING A WATERFALL VISUALIZATION TO AN ACTIVE REPORT ............... 36

21 PROCEDURE ................................................................................................. 37

22 INTRODUCTION—AREA (SMOOTH) ............................................................. 40

22.1 PURPOSE ............................................................................................................ 40 22.2 APPLICABILITY ..................................................................................................... 40

23 ADDING AN AREA (SMOOTH) VISUALIZATION TO AN ACTIVE REPORT ..... 41

24 PROCEDURE ................................................................................................. 42

25 INTRODUCTION—AREA STACKED (SMOOTH) ............................................. 44

25.1 PURPOSE ............................................................................................................ 44 25.2 APPLICABILITY ..................................................................................................... 44

26 ADDING A STACKED AREA (SMOOTH) VISUALIZATION TO AN ACTIVE REPORT45

27 PROCEDURE ................................................................................................. 46

28 INTRODUCTION—AREA STACKED (STRAIGHT) ........................................... 48

28.1 PURPOSE ............................................................................................................ 48 28.2 APPLICABILITY ..................................................................................................... 48

29 ADDING A STACKED AREA (STRAIGHT) VISUALIZATION TO AN ACTIVE REPORT 49

30 PROCEDURE ................................................................................................. 50

31 INTRODUCTION—AREA (STRAIGHT) .......................................................... 52

31.1 PURPOSE ............................................................................................................ 52 31.2 APPLICABILITY ..................................................................................................... 52

32 ADDING AN AREA (STRAIGHT) VISUALIZATION TO AN ACTIVE REPORT .. 53

33 PROCEDURE ................................................................................................. 54

34 INTRODUCTION—100% STACKED BAR ...................................................... 56

34.1 PURPOSE ............................................................................................................ 56 34.2 APPLICABILITY ..................................................................................................... 56

35 ADDING A 100 PERCENT STACKED BAR VISUALIZATION TO AN ACTIVE REPORT 57

36 PROCEDURE ................................................................................................. 58

37 INTRODUCTION—CLUSTERED BAR ............................................................. 60

37.1 PURPOSE ............................................................................................................ 60 37.2 APPLICABILITY ..................................................................................................... 60

38 ADDING A CLUSTERED BAR VISUALIZATION TO AN ACTIVE REPORT ....... 61

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Contents 5

Business Analytics

39 PROCEDURE ................................................................................................. 62

40 INTRODUCTION—STACKED BAR ................................................................. 64

40.1 PURPOSE ............................................................................................................ 64 40.2 APPLICABILITY ..................................................................................................... 64

41 ADDING A STACKED BAR VISUALIZATION TO AN ACTIVE REPORT............ 65

42 PROCEDURE ................................................................................................. 66

43 INTRODUCTION—CLUSTERED COLUMN ...................................................... 68

43.1 PURPOSE ............................................................................................................ 68 43.2 APPLICABILITY ..................................................................................................... 68

44 ADDING A CLUSTERED COLUMN VISUALIZATION TO AN ACTIVE REPORT 69

45 PROCEDURE ................................................................................................. 70

46 INTRODUCTION—100% STACKED COLUMN ............................................... 72

46.1 PURPOSE ............................................................................................................ 72 46.2 APPLICABILITY ..................................................................................................... 72

47 ADDING A 100 PERCENT STACKED COLUMN VISUALIZATION TO AN ACTIVE REPORT 73

48 PROCEDURE ................................................................................................. 74

49 INTRODUCTION—STACKED COLUMN .......................................................... 76

49.1 PURPOSE ............................................................................................................ 76 49.2 APPLICABILITY ..................................................................................................... 76

50 ADDING A STACKED COLUMN VISUALIZATION TO AN ACTIVE REPORT .... 77

51 PROCEDURE ................................................................................................. 78

52 INTRODUCTION—DONUT ............................................................................ 80

52.1 PURPOSE ............................................................................................................ 80 52.2 APPLICABILITY ..................................................................................................... 80

53 ADDING A DONUT VISUALIZATION TO AN ACTIVE REPORT ...................... 81

54 PROCEDURE ................................................................................................. 82

55 INTRODUCTION—GANTT ............................................................................. 84

55.1 PURPOSE ............................................................................................................ 84 55.2 APPLICABILITY ..................................................................................................... 84

56 ADDING A GANTT VISUALIZATION TO AN ACTIVE REPORT ....................... 85

57 PROCEDURE ................................................................................................. 86

58 INTRODUCTION—GAUGE............................................................................. 88

58.1 PURPOSE ............................................................................................................ 88 58.2 APPLICABILITY ..................................................................................................... 88

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Contents 6

Business Analytics

59 ADDING A SIMPLE GAUGE VISUALIZATION TO AN ACTIVE REPORT .......... 89

60 PROCEDURE ................................................................................................. 90

61 INTRODUCTION—LINE MARKED (STRAIGHT) ............................................ 92

61.1 PURPOSE ............................................................................................................ 92 61.2 APPLICABILITY ..................................................................................................... 92

62 ADDING A LINE (STRAIGHT) WITH CIRCLE MARKERS VISUALIZATION TO AN ACTIVE REPORT ................................................................................................................... 93

63 PROCEDURE ................................................................................................. 94

64 INTRODUCTION—LINE (SMOOTH) .............................................................. 96

64.1 PURPOSE ............................................................................................................ 96 64.2 APPLICABILITY ..................................................................................................... 96

65 ADDING A LINE (SMOOTH) VISUALIZATION TO AN ACTIVE REPORT ........ 97

66 PROCEDURE ................................................................................................. 98

67 INTRODUCTION—LINE (STRAIGHT) ......................................................... 100

67.1 PURPOSE .......................................................................................................... 100 67.2 APPLICABILITY ................................................................................................... 100

68 ADDING A LINE (STRAIGHT) VISUALIZATION TO AN ACTIVE REPORT .... 101

69 PROCEDURE ............................................................................................... 102

70 INTRODUCTION—BUBBLE ......................................................................... 104

70.1 PURPOSE .......................................................................................................... 104 70.2 APPLICABILITY ................................................................................................... 104

71 ADDING A BUBBLE VISUALIZATION TO AN ACTIVE REPORT ................... 105

72 PROCEDURE ............................................................................................... 106

73 INTRODUCTION—PIE ................................................................................ 108

73.1 PURPOSE .......................................................................................................... 108 73.2 APPLICABILITY ................................................................................................... 108

74 ADDING A PIE VISUALIZATION TO AN ACTIVE REPORT .......................... 109

75 PROCEDURE ............................................................................................... 110

76 INTRODUCTION—RADAR .......................................................................... 112

76.1 PURPOSE .......................................................................................................... 112 76.2 APPLICABILITY ................................................................................................... 112

77 ADDING A RADAR VISUALIZATION TO AN ACTIVE REPORT ..................... 113

78 PROCEDURE ............................................................................................... 114

79 INTRODUCTION—SCATTER ....................................................................... 116

79.1 PURPOSE .......................................................................................................... 116

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Contents 7

Business Analytics

79.2 APPLICABILITY ................................................................................................... 116

80 ADDING A SCATTER VISUALIZATION TO AN ACTIVE REPORT .................. 117

81 PROCEDURE ............................................................................................... 118

82 INTRODUCTION—TAG CLOUD ................................................................... 120

82.1 PURPOSE .......................................................................................................... 120 82.2 APPLICABILITY ................................................................................................... 120

83 ADDING A TAG CLOUD VISUALIZATION TO AN ACTIVE REPORT ............. 121

84 PROCEDURE ............................................................................................... 122

85 INTRODUCTION ......................................................................................... 124

85.1 PURPOSE .......................................................................................................... 124 85.2 APPLICABILITY ................................................................................................... 124

86 ADDING A NETWORK WITH BUBBLES VISUALIZATION TO AN ACTIVE REPORT125

87 PROCEDURE ............................................................................................... 126

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Box Plot Visualizations 8

Business Analytics

Box Plot Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Box Plot Visualizations 9

Business Analytics

1 Introduction—Boxplot

1.1 Purpose This document demonstrates how to add box plot extensible visualizations to active reports in Report Studio.

1.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Box Plot Visualizations 10

Business Analytics

2 Adding a box plot visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Box plots show groups of numerical data from a distribution of numbers, such as minimum and maximum values, upper and lower quartiles, median values, and outlying values. This is an example of a box plot visualization:

Before you begin

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Box Plot Visualizations 11

Business Analytics

Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition. For this type of visualization, the following Data Container properties are not applicable:

Drill-Through Tooltips Set Variable Values Container Select Application Drill-Through Show Hover

For the Clickable Regions property, the only applicable option is Visualization as a Whole.

3 Procedure

1. Create a new active report or open an existing active report.

2. From the Toolbox tab , drag a Visualization icon to the work area.

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Box Plot Visualizations 12

Business Analytics

3. From the Visualization Gallery, select the Box plot icon and click OK.

4. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the Categories drop zone. One bar is plotted for each category. c. Under Categories, drag an item to the Series drop zone. All data points in a series are aggregated into a single bar.

5. Add any active controls that you want and run the report.

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13

Business Analytics

Heatmap Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Heatmap Visualizations 14

Business Analytics

4 Introduction—Heatmap

4.1 Purpose This document demonstrates how to add heatmap extensible visualizations to active reports in Report Studio.

4.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Heatmap Visualizations 15

Business Analytics

5 Adding a heatmap visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Heatmaps in IBM Cognos Active Report use shades of color to represent the individual values that are contained in a matrix. Similar to treemaps, you can use heatmaps to identify patterns and exceptions. Unlike treemaps, the sizes of the rectangles are not proportionate to values. This is an example of a heatmap visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have

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Heatmap Visualizations 16

Business Analytics

Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

6 Procedure

6. Create a new active report or open an existing active report.

7. From the Toolbox tab , drag a Visualization icon to the work area. 8. From the Visualization Gallery, select the Heatmap icon and click OK.

9. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure or a single value to define the color shading of the rectangles. b. Under Categories, drag items to the Y Category and X Category. Tip: Ensure that the items in the Y Category and X Category come from different dimensions.

10. Add any active controls that you want and run the report.

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Network Diagram Visualizations 17

Business Analytics

Network Diagram Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Network Diagram Visualizations 18

Business Analytics

7 Introduction—Network Diagram

7.1 Purpose This document demonstrates how to add network diagram extensible visualizations to active reports in Report Studio.

7.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Network Diagram Visualizations 19

Business Analytics

8 Adding a network diagram to an active report

You can add a visualization to an active report to efficiently represent your data. You can add a network diagram in IBM Cognos Active Report. The nodes data container defines the items that you want to link together. The links data container defines relationship between the items that you want to link together. This is an example of a network diagram visualization:

Before you begin Network node drop zones only take numeric data items. Not all data sources have the appropriate data to create a network diagram. Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight.

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Network Diagram Visualizations 20

Business Analytics

About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

9 Procedure

11. Create a new active report or open an existing active report.

12. From the Toolbox tab , drag a Visualization icon to the work area. 13. From the Visualization Gallery, select the Network diagram icon and click OK.

14. From the Source tab , drag items to the appropriate location in the data container:

a. In the Nodes1 data container, drag items to Node (Numeric) and Name. The nodes data container defines the items that you want to link together, such as Employees, defined by an employee code. b. In the Links1 data container, drag items to From node (Numeric) and To node (Numeric). The links data container defines relationship between the items that you want to link together, such as Employees and Managers.

15. Add any active controls that you want and run the report.

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Packed Bubble Visualizations 21

Business Analytics

Packed Bubble Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Packed Bubble Visualizations 22

Business Analytics

10 Introduction—Packed Bubble

10.1 Purpose This document demonstrates how to add packed bubble extensible visualizations to active reports in Report Studio.

10.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Packed Bubble Visualizations 23

Business Analytics

11 Adding a packed bubble visualization to an active report

You can add a visualization to an active report to efficiently represent your data. A packed bubble visualization in IBM Cognos Active Report is similar to a bubble chart in which the bubbles are tightly packed rather than spread over a grid. You can use a packed bubble visualization to display a large amount of data in a small space. This is an example of a packed bubble visualization:

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Packed Bubble Visualizations 24

Business Analytics

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

12 Procedure

16. Create a new active report or open an existing active report.

17. From the Toolbox tab , drag a Visualization icon to the work area. 18. From the Visualization Gallery, select the Packed bubble icon and click OK.

19. From the Source tab , drag items to the appropriate location in the data container:

a. Drag a measure or a single value to the data container, under Values. b. Under Categories, drag an item to plot as the bubbles. c. Under Series, drag an item to apply as a category. Each item in the category gets a different color from the color palette.

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Packed Bubble Visualizations 25

Business Analytics

20. Add any active controls that you want and run the report.

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Treemap by Category Visualizations 26

Business Analytics

Treemap by Category Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Treemap by Category Visualizations 27

Business Analytics

13 Introduction—Treemap by Category

13.1 Purpose This document demonstrates how to add treemap by category extensible visualizations to active reports in Report Studio.

13.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Treemap by Category Visualizations 28

Business Analytics

14 Adding a treemap by category visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Treemaps show relationships among large numbers of components by using size and color coding in a set of nested rectangles. A treemap by category identifies the level 1 category by color. The sizes of the rectangles represent the values. This is an example of a treemap by category visualization:

Before you begin

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Treemap by Category Visualizations 29

Business Analytics

Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

15 Procedure

21. Create a new active report or open an existing active report.

22. From the Toolbox tab , drag a Visualization icon to the work area. 23. From the Visualization Gallery, select the Treemap by category icon and click OK.

24. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag an item to Size to define the color of the level 1 rectangles b. Under Categories, drag items to the different levels. Each level represents the category within which the subsequent levels are nested. For example, the levels might be Year, Product Line, and Product Type.

25. Add any active controls that you want and run the report.

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Treemap by Value Visualizations 30

Business Analytics

Treemap by Value Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Treemap by Value Visualizations 31

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16 Introduction—Treemap by Value

16.1 Purpose This document demonstrates how to add treemap by value extensible visualizations to active reports in Report Studio.

16.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Treemap by Value Visualizations 32

Business Analytics

17 Adding a treemap by value visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Treemaps show relationships among large numbers of components by using size and color coding in a set of nested rectangles. A treemap by value identifies one of the two measures by the sizes of the rectangles and identifies the other measure by color. This is an example of a treemap by value visualization, where the size of the product type rectangles represents revenue and the color of the product type rectangles represents quantity sold:

Before you begin Your administrator must make the visualizations available in the Visualization

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Treemap by Value Visualizations 33

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Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

18 Procedure

26. Create a new active report or open an existing active report.

27. From the Toolbox tab , drag a Visualization icon to the work area. 28. From the Visualization Gallery, select the Treemap by value icon and click OK.

29. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag items to define the size and color of the rectangles to Size and Color. b. Under Categories, drag items to the different levels. Each level represents the category within which the subsequent levels are nested. For example, the levels might be Year, Product Line, and Product Type.

30. Add any active controls that you want and run the report.

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Waterfall Visualizations 34

Business Analytics

Waterfall Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Waterfall Visualizations 35

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19 Introduction—Waterfall

19.1 Purpose This document demonstrates how to add waterfall extensible visualizations to active reports in Report Studio.

19.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Waterfall Visualizations 36

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20 Adding a waterfall visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Waterfall visualizations are used to show the cumulative effect that a series of positive or negative values have on an initial value. This is an example of a waterfall visualization:

Before you begin Your administrator must make the visualizations available in the Visualization

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Waterfall Visualizations 37

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Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the visualization definition. For this type of visualization, the following Data Container properties are not applicable:

Drill-Through Tooltips Set Variable Values Container Select Application Drill-Through Show Hover

For the Clickable Regions property, the only applicable option is Visualization as a Whole.

21 Procedure

31. Create a new active report or open an existing active report.

32. From the Toolbox tab , drag a Visualization icon to the work area. 33. From the Visualization Gallery, select the Waterfall chart icon and click OK.

34. From the Source tab , drag items to the appropriate location in the data container:

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Waterfall Visualizations 38

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a. Under Values, drag a measure to the Value drop zone. b. Under Categories, drag an item to the Categories drop zone.

35. Add any active controls that you want and run the report.

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Area (Smooth) Visualizations 39

Business Analytics

Area (Smooth) Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Area (Smooth) Visualizations 40

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22 Introduction—Area (Smooth)

22.1 Purpose This document demonstrates how to add area (smooth) extensible visualizations to active reports in Report Studio.

22.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Area (Smooth) Visualizations 41

Business Analytics

23 Adding an area (smooth) visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Area charts are like line charts, but the areas below the lines are filled with colors or patterns. You can use area charts to emphasize the magnitude of change over time. This is an example of an area (smooth) visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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Area (Smooth) Visualizations 42

Business Analytics

You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

24 Procedure

36. Create a new active report or open an existing active report.

37. From the Toolbox tab , drag a Visualization icon to the work area. 38. From the Visualization Gallery, select the Area (smooth) icon and click OK.

39. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the X categories drop zone.

40. Add any active controls that you want and run the report.

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Area – Stacked (Smooth) Visualizations 43

Business Analytics

Area – Stacked (Smooth) Visualizations

Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Area – Stacked (Smooth) Visualizations 44

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25 Introduction—Area Stacked (Smooth)

25.1 Purpose This document demonstrates how to add stacked area (smooth) extensible visualizations to active reports in Report Studio.

25.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Area – Stacked (Smooth) Visualizations 45

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26 Adding a stacked area (smooth) visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Area charts are like line charts, but the areas below the lines are filled with colors or patterns. You can use area charts to emphasize the magnitude of change over time. Stacked area charts are used to show the relationship of parts to the whole. This is an example of a stacked area (smooth) visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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Area – Stacked (Smooth) Visualizations 46

Business Analytics

You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

27 Procedure

41. Create a new active report or open an existing active report.

42. From the Toolbox tab , drag a Visualization icon to the work area. 43. From the Visualization Gallery, select the Area – Stacked (smooth) icon and click OK.

44. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the X categories drop zone. c. Under Categories, drag an item to the Series drop zone.

45. Add any active controls that you want and run the report.

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Area – Stacked (Straight) Visualizations 47

Business Analytics

Area – Stacked (Straight) Visualizations

Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Area – Stacked (Straight) Visualizations 48

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28 Introduction—Area Stacked (Straight)

28.1 Purpose This document demonstrates how to add stacked area (straight) extensible visualizations to active reports in Report Studio.

28.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Area – Stacked (Straight) Visualizations 49

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29 Adding a stacked area (straight) visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Area charts are like line charts, but the areas below the lines are filled with colors or patterns. You can use area charts to emphasize the magnitude of change over time. Stacked area charts are used to show the relationship of parts to the whole. This is an example of a stacked area (straight) visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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Area – Stacked (Straight) Visualizations 50

Business Analytics

You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

30 Procedure

46. Create a new active report or open an existing active report.

47. From the Toolbox tab , drag a Visualization icon to the work area. 48. From the Visualization Gallery, select the Area – Stacked (smooth) icon and click OK.

49. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the X categories drop zone. c. Under Categories, drag an item to the Series drop zone.

50. Add any active controls that you want and run the report.

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Area (Straight) Visualizations 51

Business Analytics

Area (Straight) Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Area (Straight) Visualizations 52

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31 Introduction—Area (Straight)

31.1 Purpose This document demonstrates how to add area (straight) extensible visualizations to active reports in Report Studio.

31.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Area (Straight) Visualizations 53

Business Analytics

32 Adding an area (straight) visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Area charts are like line charts, but the areas below the lines are filled with colors or patterns. You can use area charts to emphasize the magnitude of change over time. This is an example of an area (straight) visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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100% Stacked Bar Visualizations 54

Business Analytics

You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

33 Procedure

51. Create a new active report or open an existing active report.

52. From the Toolbox tab , drag a Visualization icon to the work area. 53. From the Visualization Gallery, select the Area (straight) icon and click OK.

54. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the X categories drop zone.

55. Add any active controls that you want and run the report.

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100% Stacked Bar Visualizations 55

Business Analytics

100% Stacked Bar Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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100% Stacked Bar Visualizations 56

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34 Introduction—100% Stacked Bar

34.1 Purpose This document demonstrates how to add 100 percent stacked bar extensible visualizations to active reports in Report Studio.

34.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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100% Stacked Bar Visualizations 57

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35 Adding a 100 percent stacked bar visualization to an active report

You can add a visualization to an active report to efficiently represent your data. 100% stacked bar charts use horizontal data markers to compare values as a percentage. Bar charts are preferred over column charts when category names are long. 100 percent stacked charts are useful for comparing proportional contributions across all categories. They plot the relative contribution of each data series to the total as a percentage. This is an example of a 100 percent stacked bar visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight.

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100% Stacked Bar Visualizations 58

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About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

36 Procedure

56. Create a new active report or open an existing active report.

57. From the Toolbox tab , drag a Visualization icon to the work area. 58. From the Visualization Gallery, select the Bar – 100 Percent Stacked icon and click

OK.

59. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the Y categories drop zone. c. Under Categories, drag an item to the Series drop zone.

60. Add any active controls that you want and run the report.

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Clustered Bar Visualizations 59

Business Analytics

Clustered Bar Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Clustered Bar Visualizations 60

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37 Introduction—Clustered Bar

37.1 Purpose This document demonstrates how to add clustered bar extensible visualizations to active reports in Report Studio.

37.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Clustered Bar Visualizations 61

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38 Adding a clustered bar visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Bar charts use horizontal data markers to compare individual values. You can use bar charts to compare discrete data or show trends over time. Use clustered bar charts to compare values across multiple categories. This is an example of a clustered bar visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones.

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Stacked Bar Visualizations 62

Business Analytics

Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

39 Procedure

61. Create a new active report or open an existing active report.

62. From the Toolbox tab , drag a Visualization icon to the work area. 63. From the Visualization Gallery, select the Bar – Clustered icon and click OK.

64. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the Categories drop zone. c. Under Categories, drag an item to the Series drop zone.

65. Add any active controls that you want and run the report.

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Stacked Bar Visualizations 63

Business Analytics

Stacked Bar Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Stacked Bar Visualizations 64

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40 Introduction—Stacked Bar

40.1 Purpose This document demonstrates how to add stacked bar extensible visualizations to active reports in Report Studio.

40.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Stacked Bar Visualizations 65

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41 Adding a stacked bar visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Bar charts use horizontal data markers to compare individual values. You can use bar charts to compare discrete data or show trends over time. Bar charts are preferred over column charts when category names are long. Stacked charts are useful for comparing proportional contributions within a category. They plot the relative value that each data series contributes to the total. This is an example of a stacked bar visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items.

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Clustered Column Visualizations 66

Business Analytics

When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

42 Procedure

66. Create a new active report or open an existing active report.

67. From the Toolbox tab , drag a Visualization icon to the work area. 68. From the Visualization Gallery, select the Bar – Stacked icon and click OK.

69. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the Y categories drop zone. c. Under Categories, drag an item to the Series drop zone.

70. Add any active controls that you want and run the report.

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Clustered Column Visualizations 67

Business Analytics

Clustered Column Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Clustered Column Visualizations 68

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43 Introduction—Clustered Column

43.1 Purpose This document demonstrates how to add clustered column extensible visualizations to active reports in Report Studio.

43.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Clustered Column Visualizations 69

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44 Adding a clustered column visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Column charts use vertical data markers to compare individual values. You can use column charts to compare discrete data or show trends over time. Use clustered column charts to compare values across multiple categories. This is an example of a clustered column visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones.

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Clustered Column Visualizations 70

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Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

45 Procedure

71. Create a new active report or open an existing active report.

72. From the Toolbox tab , drag a Visualization icon to the work area. 73. From the Visualization Gallery, select the Column – Clustered icon and click OK.

74. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the Categories drop zone. c. Under Categories, drag an item to the Series drop zone.

75. Add any active controls that you want and run the report.

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100 Percent Stacked Column Visualizations 71

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100 Percent Stacked Column Visualizations

Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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46 Introduction—100% Stacked Column

46.1 Purpose This document demonstrates how to add 100 percent stacked column extensible visualizations to active reports in Report Studio.

46.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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47 Adding a 100 percent stacked column visualization to an active report

You can add a visualization to an active report to efficiently represent your data. 100% stacked column charts use vertical data markers to compare values as a percentage. 100 percent stacked charts are useful for comparing proportional contributions across all categories. They plot the relative contribution of each data series to the total as a percentage. This is an example of a 100 percent stacked column visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

48 Procedure

76. Create a new active report or open an existing active report.

77. From the Toolbox tab , drag a Visualization icon to the work area. 78. From the Visualization Gallery, select the Column – Stacked icon and click OK.

79. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the X categories drop zone. c. Under Categories, drag an item to the Series drop zone.

80. Add any active controls that you want and run the report.

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Stacked Column Visualizations 75

Business Analytics

Stacked Column Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Stacked Column Visualizations 76

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49 Introduction—Stacked Column

49.1 Purpose This document demonstrates how to add stacked column extensible visualizations to active reports in Report Studio.

49.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Stacked Column Visualizations 77

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50 Adding a stacked column visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Column charts use vertical data markers to compare individual values. You can use column charts to compare discrete data or show trends over time. Stacked charts are useful for comparing proportional contributions within a category. They plot the relative value that each data series contributes to the total. This is an example of a stacked column visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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Stacked Column Visualizations 78

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You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

51 Procedure

81. Create a new active report or open an existing active report.

82. From the Toolbox tab , drag a Visualization icon to the work area. 83. From the Visualization Gallery, select the Column – Stacked icon and click OK.

84. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the X categories drop zone. c. Under Categories, drag an item to the Series drop zone.

85. Add any active controls that you want and run the report.

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Donut Visualizations 79

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Donut Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Donut Visualizations 80

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52 Introduction—Donut

52.1 Purpose This document demonstrates how to add donut extensible visualizations to active reports in Report Studio.

52.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Donut Visualizations 81

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53 Adding a donut visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Donut visualizations use segments of a ring to show the relationship of parts to the whole. You can use donut visualizations to highlight proportions. This donut visualization has a legend and title. This is an example of a donut visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear

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Donut Visualizations 82

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for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

54 Procedure

86. Create a new active report or open an existing active report.

87. From the Toolbox tab , drag a Visualization icon to the work area. 88. From the Visualization Gallery, select the Donut icon and click OK.

89. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone to define the size of each segment. b. Under Categories, drag an item to the Series drop zone to define the number of segments in the donut.

90. Add any active controls that you want and run the report.

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Gantt Visualizations 83

Business Analytics

Gantt Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Gantt Visualizations 84

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55 Introduction—Gantt

55.1 Purpose This document demonstrates how to add Gantt extensible visualizations to active reports in Report Studio.

55.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Gantt Visualizations 85

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56 Adding a Gantt visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Gantt charts are bar charts that illustrate a project schedule by showing activities displayed against time. This is an example of a Gantt visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear

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Simple Gauge Visualizations 86

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for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

57 Procedure

91. Create a new active report or open an existing active report.

92. From the Toolbox tab , drag a Visualization icon to the work area. 93. From the Visualization Gallery, select the Gantt icon and click OK.

94. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Start date drop zone. b. Under Values, drag a measure to the End date drop zone. c. Under Categories, drag an item to the Categories drop zone. d. Under Categories, drag an item to the Series drop zone.

95. Add any active controls that you want and run the report.

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Simple Gauge Visualizations 87

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Simple Gauge Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Simple Gauge Visualizations 88

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58 Introduction—Gauge

58.1 Purpose This document demonstrates how to add simple gauge extensible visualizations to active reports in Report Studio.

58.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Simple Gauge Visualizations 89

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59 Adding a simple gauge visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Gauge charts, also known as dial charts or speedometer charts, show information as a reading on a dial. This gauge chart is only valid with one category. The value is a percentage and must be between 0 and 1. This is an example of a simple gauge visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure

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Line – Marked (Straight) Visualizations 90

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drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

60 Procedure

96. Create a new active report or open an existing active report.

97. From the Toolbox tab , drag a Visualization icon to the work area. 98. From the Visualization Gallery, select the Radar icon and click OK.

99. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag an item to the Size drop zone. The item must be a value between 0 and 1. For example, the item can be a calculation that gives a result between 0 and 1.

b. Under Categories, drag an item to the Category drop zone.

100. Click the data item that you inserted in the Size drop zone. 101. In the Properties pane, double-click the Value Range property. 102. Click the Specified radio button, type 0 in the Minimum box, 1 in the

Maximum box, and then click OK. 103. Add any active controls that you want and run the report.

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Line – Marked (Straight) Visualizations 91

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Line – Marked (Straight) Visualizations

Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Line – Marked (Straight) Visualizations 92

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61 Introduction—Line Marked (Straight)

61.1 Purpose This document demonstrates how to add line (straight) with circle markers extensible visualizations to active reports in Report Studio.

61.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Line – Marked (Straight) Visualizations 93

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62 Adding a line (straight) with circle markers visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Line charts plot data at regular points connected by lines. You can use line charts to show trends over time and compare many data series. This is an example of a line (straight) with circle markers visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones.

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Line – Marked (Straight) Visualizations 94

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Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

63 Procedure

104. Create a new active report or open an existing active report.

105. From the Toolbox tab , drag a Visualization icon to the work area. 106. From the Visualization Gallery, select the Line – Marked (straight) icon and

click OK.

107. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the Categories drop zone. c. Under Categories, drag an item to the Series drop zone.

108. Add any active controls that you want and run the report.

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Line (Smooth) Visualizations 95

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Line (Smooth) Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Line (Smooth) Visualizations 96

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64 Introduction—Line (Smooth)

64.1 Purpose This document demonstrates how to add line (smooth) extensible visualizations to active reports in Report Studio.

64.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Line (Smooth) Visualizations 97

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65 Adding a line (smooth) visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Line charts plot data at regular points connected by lines. You can use line charts to show trends over time and compare many data series. This is an example of a line (smooth) visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items.

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Line (Straight) Visualizations 98

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When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

66 Procedure

109. Create a new active report or open an existing active report.

110. From the Toolbox tab , drag a Visualization icon to the work area. 111. From the Visualization Gallery, select the Line (smooth) icon and click OK.

112. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the Categories drop zone. c. Under Categories, drag an item to the Series drop zone.

113. Add any active controls that you want and run the report.

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Line (Straight) Visualizations 99

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Line (Straight) Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Line (Straight) Visualizations 100

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67 Introduction—Line (Straight)

67.1 Purpose This document demonstrates how to add line (straight) extensible visualizations to active reports in Report Studio.

67.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Line (Straight) Visualizations 101

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68 Adding a line (straight) visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Line charts plot data at regular points connected by lines. You can use line charts to show trends over time and compare many data series. This is an example of a line (straight) visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items.

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Line (Straight) Visualizations 102

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When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

69 Procedure

114. Create a new active report or open an existing active report.

115. From the Toolbox tab , drag a Visualization icon to the work area. 116. From the Visualization Gallery, select the Line (straight) icon and click OK.

117. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the Categories drop zone. c. Under Categories, drag an item to the Series drop zone.

118. Add any active controls that you want and run the report.

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Bubble Visualizations 103

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Bubble Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Bubble Visualizations 104

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70 Introduction—Bubble

70.1 Purpose This document demonstrates how to add bubble extensible visualizations to active reports in Report Studio.

70.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Bubble Visualizations 105

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71 Adding a bubble visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Bubble charts use data points and bubbles to plot measures anywhere along a scale. One measure is plotted along each axis. The size of the bubble represents a third measure. You can use bubble charts to represent financial data or any data where measure values are related. This is an example of a bubble visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones.

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Bubble Visualizations 106

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Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

72 Procedure

119. Create a new active report or open an existing active report.

120. From the Toolbox tab , drag a Visualization icon to the work area. 121. From the Visualization Gallery, select the Bubble icon and click OK.

122. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the X-axis drop zone. b. Under Values, drag an item to the Y-axis drop zone. c. Under Values, drag an item to the Size drop zone to define the size of each bubble. d. Under Categories, drag an item to the Color drop zone to define the color of the bubbles.

123. Add any active controls that you want and run the report.

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Pie Visualizations 107

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Pie Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Pie Visualizations 108

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73 Introduction—Pie

73.1 Purpose This document demonstrates how to add pie extensible visualizations to active reports in Report Studio.

73.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Pie Visualizations 109

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74 Adding a pie visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Pie visualizations are useful for showing the relationship of parts to the whole. This is an example of a pie visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items.

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Radar Visualizations 110

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When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

75 Procedure

124. Create a new active report or open an existing active report.

125. From the Toolbox tab , drag a Visualization icon to the work area. 126. From the Visualization Gallery, select the Pie icon and click OK.

127. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag an item to the Size drop zone to define the size of each segment. b. Under Categories, drag an item to the Series drop zone to define the number of slices in the pie.

128. Add any active controls that you want and run the report.

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Radar Visualizations 111

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Radar Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Radar Visualizations 112

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76 Introduction—Radar

76.1 Purpose This document demonstrates how to add radar extensible visualizations to active reports in Report Studio.

76.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Radar Visualizations 113

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77 Adding a radar visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Radar charts integrate multiple axes into a single radial figure. For each figure, data is plotted along a separate axis that starts at the center of the chart. This is an example of a radar visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items.

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Scatter Visualizations 114

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When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

78 Procedure

129. Create a new active report or open an existing active report.

130. From the Toolbox tab , drag a Visualization icon to the work area. 131. From the Visualization Gallery, select the Radar icon and click OK.

132. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Values drop zone. b. Under Categories, drag an item to the Categories drop zone. c. Under Categories, drag an item to the Spokes drop zone.

133. Add any active controls that you want and run the report.

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Scatter Visualizations 115

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Scatter Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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Scatter Visualizations 116

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79 Introduction—Scatter

79.1 Purpose This document demonstrates how to add scatter extensible visualizations to active reports in Report Studio.

79.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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Scatter Visualizations 117

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80 Adding a scatter visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Scatter charts use data points to plot two measures anywhere along a scale, not only at regular tick marks. You can use scatter charts to explore correlations between different measures. This is an example of a scatter visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones.

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Scatter Visualizations 118

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Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

81 Procedure

134. Create a new active report or open an existing active report.

135. From the Toolbox tab , drag a Visualization icon to the work area. 136. From the Visualization Gallery, select the Scatter icon and click OK.

137. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the X-axis drop zone. b. Under Values, drag a measure to the Y-axis drop zone. c. Under Categories, drag an item to the Categories drop zone. d. Under Categories, drag an item to the Series drop zone.

138. Add any active controls that you want and run the report.

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Tag Cloud Visualizations 119

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Tag Cloud Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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82 Introduction—Tag Cloud

82.1 Purpose This document demonstrates how to add tag cloud extensible visualizations to active reports in Report Studio.

82.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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83 Adding a tag cloud visualization to an active report

You can add a visualization to an active report to efficiently represent your data. Tag clouds show a list of words with their size and color intensity determined by a given measure. This is an example of a tag cloud visualization:

Before you begin Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear

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for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

84 Procedure

139. Create a new active report or open an existing active report.

140. From the Toolbox tab , drag a Visualization icon to the work area. 141. From the Visualization Gallery, select the Tag cloud icon and click OK.

142. From the Source tab , drag items to the appropriate location in the data container:

a. Under Values, drag a measure to the Size drop zone. b. Under Categories, drag an item to the Categories drop zone.

143. Add any active controls that you want and run the report.

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Network with Bubbles Visualizations Product: IBM® Cognos® Active Report

Area of Interest: Reporting

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85 Introduction

85.1 Purpose This document demonstrates how to add network with bubbles extensible visualizations to active reports in Report Studio.

85.2 Applicability To perform the tasks in this document, you must use IBM Cognos Business Intelligence 10.2.1 with visualizations imported by the administrator and made available to users.

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86 Adding a network with bubbles visualization to an active report

You can add a visualization to an active report to efficiently represent your data. You can add a network with bubbles visualization in IBM Cognos Active Report. Network with bubbles charts use nodes and links to show the relationships between entities or items. Bubbles vary in size and color according to different measures. The nodes data container defines the items that you want to link together. The links data container defines relationship between the items that you want to link together. This is an example of a network with bubbles visualization:

Before you begin Network node drop zones (From node, To node, Node) only take numeric data items. Not all data sources have the appropriate data to create a network with bubbles visualization. Your administrator must make the visualizations available in the Visualization Gallery. If you use Microsoft Internet Explorer to view visualizations, you must have Microsoft Silverlight 5 installed on your computer. Firefox or iPad users do not need Silverlight. About this task

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You add data to a visualization by inserting data items in drop zones. Visualizations will not run until all of the required drop zones contain data items. When all the required drop zones contain data items, additional drop zones appear for extra categories or values. You can use extra categories and extra values to filter data or set variables. Extra items are not visible in the visualization. When working with dimensional data sources, if the visualization does not contain a measure against which to plot data, you must provide one. For example, if you add a single member to the values drop zone, such as '2012', the default measure drop zone appears in which you must insert a measure. Attention: The supported properties for a visualization are determined by the

visualization definition.

87 Procedure

144. Create a new active report or open an existing active report.

145. From the Toolbox tab , drag a Visualization icon to the work area. 146. From the Visualization Gallery, select the Network with Bubbles icon and click

OK.

147. From the Source tab , drag items to the appropriate location in the data container:

a. In the links data1 data container, drag items to From node and To node. The links data container defines the relationship between the items that you want to link together, such as Employees and Manager.

b. In the Node data1 data container, drag measures to the Node value1 and Node value2 drop zones.

The nodes data container defines the items that you want to link together, such as Employees, defined by an employee code. Node value1 is the measure that determines the size of the bubbles, and Node value2 is the measure that determines the color of the bubbles.

c. In the Node data1 data container, drag items to the Node and Name drop zones. Node is the numeric field that uniquely identifies the nodes to plot, and Name is the label that appears in each node.

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148. Add any active controls that you want and run the report.