MAY 2019 COGNOS-6-Grouping & Sorting-HR | SWOCA

MAY 2019 COGNOS-6-Grouping & Sorting-HR

Jim Spence and Carolyn Giuffre 1 05/16/2019

Open up the report: Employee List—Simple

From the eFinanceplus Main Menu →Click on eforms & tools→Click on COGNOS reporting→sign on

→Click on the Report Studio Icon to open up the report

→We will now save the report with a new name so we can keep this original as a backup before making any changes.

→Name the new report: Employee List—Grouping and Sorting→be sure you are in the correct folder→click save



→As you look at the top left of your screen, (may be in a tab) you will see that the report you are currently going to editis: Employee List—Grouping and Sorting

GROUP/UNGROUP

To improve readability of a report, you can group items by using the group/ungroup tool →For this exercise, we will click on Department

→Click on the group/ungroup tool



→run the report to the screen→As you can see below, the information is now sorted by Department, and within the department the employees are ina random last name order

→To make the report more readable, you can drag the Department column to the far left→notice the indicator which shows that the report will be grouped by the Department

→re-run the report



SORTING Although we now have the report grouped, we notice that the employees within each department are not sorted. In this exercise, we will sort them.

→Click on Last Name column→Click on the Sort tool icon; then click on Edit Layout Sorting

→on the left side of the screen; you will see all the data items→Department will already be on the right side of the screen because we are grouping by that data.→Click on the Detail Sort List folder to add the rest of the data we will sort→Double click on the following fields to add them to the sort:

Last Name First Name Middle Name Employee Number

→click ok to save



→run the report→notice that within each department, the names are now in alphabetical order

→exit the viewer→you can always change the sort order of the names or ID by going back to the Edit Layout Sorting→click on the Last Name data item on the right-hand side→click on the sort icon at the bottom→notice that the Last Name has been changed to descending→click on ok

→Exit the viewer



→rerun the report→now the last names are in descending order within each department

→exit the viewer→Notice on the report page that all sorting is indicated in the column heading

→Save the report before exiting

MAY 2019 COGNOS-6-Grouping & Sorting-HR | SWOCA

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