Cognos Impromptu

The George Washington University Desktop Reference Guide

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

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

Cognos Finance Catalogs (CFC)

CFC_Banner
CFC_EAS Student Accounts

Systems Data within the Catalogs

Banner

Oracle EAS

Financial Aid Advancement Payroll Student Accounts

General Ledger Supply Chain Grants

Generating Reports

Catalog Query

Query Tabs
Data Identify what to query Click and drag Sort Hierarchy presentation Ascending or descending order Filter Defines criteria Specifies query range Administrative Access Profile Client/Server

Group Summarized data by group order

General Ledger System Data

Data Elements Table Format Balances Summary information Lines Journal entry detail Numeric Detail and summary Include calculations

Descriptive Accounting string segment values

Query Data

Sort

Group

Filter

Cognos Filtering Tips

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

Editing a Report

Tool Bar Features

Edit features on the toolbar allowed changes to report data after the query has been completed

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

Searching for Help

Report Templates

G:\FIN RPTG\Impromptu

Extensive Help Screens

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