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Cognos Tutorial: How to Add a Second Line Per Record for Long Fields Using Grouping and Footers

We’re excited to add an educational component to our blog! Our consultants are great informational resources, and we want to share their knowledge with you, our subscribers. We’ll update our blog regularly with various educational posts written by our Business Intelligence team. We hope you find them to be informative and useful.

If you have suggestions for future blog topics, we want to hear them! Email us at marketing@capitalizeconsulting.com with your ideas!

 

IBM Cognos Tutorial

Cognos Tutorial:  How to Add a Second Line Per Record for Long Fields Using Grouping and Footers

For certain longer fields, such as addresses, notes, and comments, you want to format a second line per record.   This tutorial shows you how to create a second line using Grouping and Footers.

Create a List Report and include the Long Field in the List.  In this case, the Long Field will be the Retailer Site Address.

Here is the Current Report Output:

 

Select Retailer Site Address and click the Group/Ungroup button to Group the list by Retailer Site Address.

Select down arrow next to the Headers & Footers button and select “Create Footer”.

Here is the newly added Footer for Retail Site Address:

The Retailer Site Address Field is not needed anymore.  Select the Retailer Site Address Column and cut it from the list, leaving only the Retailer Site Address Footer.

Select the Retailer Site Address Footer and format it so it matches the rest of the list report.

Let’s add a Text Item before the Retailer Site Address so we know what the field is.  Unlock the Report.

Drag over a Text Item in front of the Retailer Site Address Field.

Type in “Site Address:” and click OK.

Bold the Text Item and Relock the Report.

Add a Border under the Footer to separate the records from each other.

Run the Report and see your new two lines per record List Report.

If you have questions or need additional assistance, please contact us at marketing@capitalizeconsulting.com

Upcoming Live Webinar! What’s New in Cognos 11! Attention eSchoolPLUS and eFinancePLUS Users!

What’s New in Cognos 11!

Attention eSchoolPLUS and eFinancePLUS Users!

Monday, October 30, 2017

12:00 – 1:00 pm CDT

Come see what’s new in Cognos 11 and why you should upgrade sooner rather than later.

There are many exciting differences. To name a few…

• Redesigned and modern user interface
• Updated interactive viewer that allows users to sort, filter, group and total without the need for authoring capability
• Ability to create incredibly interactive dashboards and “stories”
• Many new visualizations and mapping enhancements

Watch now

Upcoming Live Webinar! The Chromebook Tracking Solution!

Thursday, November 16th, 2017 12:00 PM – 1:00 PM CDT

Chromebooks in school districts can be amazing assets, but tracking them can be a challenge!
You may think that there is an audit log that tracks usage…and you’re partially right. It will tell you what Chromebooks were accessed. But what doesn’t it tell you?
• When are Chromebooks being used?
• Who’s using them, when, and how often?
• Which Chromebooks aren’t being used much?
• What websites/apps are being accessed, by whom, and when?
• Is anything dangerous or risky happening on your Chromebooks? Who’s doing it and when?

And let’s think about some higher value questions:
1) Which schools and classes are using Chromebooks most?
2) Which teachers use Chromebooks most?
3) How do the test scores of classes with heavy Chromebook use often compare to those who don’t use them?
4) Are Chromebooks an effective tool worth the cost of purchasing and supporting them?

Capitalize Analytics has developed a way to track your Chromebook usage far beyond what the Google log files can currently show. We track every user, who accesses every URL, every click, on which Chromebook, and when. We join that data with your student information system so you know which locations, classes, teachers, and programs are using Chromebooks effectively.

If your district has hundreds or thousands of Chromebooks, you need to be answering these questions!
Let us show you how you can quickly gain insights from your Chromebooks!

Watch now

On Demand (recorded) Webinar! – Breaking Through the K12 Data Silos

This webinar was held on Wed, September 13th, 2017 12:00 PM – 1:00 PM CDT

All this data and all the movement IS overwhelming!
• How can we get data into our systems?
• How do we provide data to other systems?
• How do we blend data together from multiple systems?

In most cases the answer is…manually using excel!

In this webinar, we’ll show you THREE WAYS WE CAN MAKE YOUR LIFE EASIER:

1) We’ll pull student information and assessment information together so we can analyze or share that data with others.
2) We will show you an HR/Payroll example demonstrating how we quickly load dozens of new job codes to hundreds of staff.
3) We will show you how we automate the process of getting data out of the SIS and into a file that can be loaded by the state or another vendor.

Alteryx gives you an incredibly simple way to source, blend, prep, and share information. Whether you want to prepare data for the data visualization “tool du jour” or you need to move data between systems, Alteryx can help!

Spend one hour with us and you’ll walk away with strategies to simplify the data challenges at your district!

Watch now

On Demand (recorded) Webinar – BusinessPLUS Webinar | See the combined power of BusinessPLUS with Cognos

Many BusinessPLUS customers have been asking for a way to more easily access and share information from HR, Payroll, GL, etc. Our partnership with IBM gives you access to the most powerful reporting and analytics tools available for a fraction of the retail cost.
During this webinar, we review exactly how Cognos works with BusinessPLUS. Some of the highlights are:
• Easily access data from BusinessPLUS to create reports and dashboards.
• Combine data from any source with what you have in BusinessPLUS
• Quickly distribute reports to large audiences with the click of a button.
• See how reports you build can be utilized on dashboards, mobile devices, and within Microsoft Office.
This webinar shows how you can get Cognos up and running at your district NOW. Including:
• Licenses and Installation
• Training – Get your team up to speed quickly.
• Mentoring – We’ll work together on the first couple requests.
• Analyst on Demand – If you get stuck…give us a call!
It also includes a guest speaker, Jennifer Mancuso, Programmer/Analyst, from Columbia Public Schools.
Cognos will change the way you access and engage with BusinessPLUS.

Watch now

On Demand (recorded) Webinar – Cognos for eSchoolPLUS and eFinancePLUS

Cognos for eSchoolPLUS and eFinancePLUS

Capitalize and PowerSchool hosted this webinar August 9th, 2017.

This webinar highlights how using eFinancePLUS and eSchoolPLUS with Cognos empowers district employees to more easily access and share relevant financial and HR data.

The combined power of eFinancePLUS and eSchoolPLUS also helps district leaders make strategic decisions quickly.

Watch now

Upcoming Live Webinar – Use IBM Cognos Event Studio to notify you about ANYTHING!

Use IBM Cognos Event Studio to notify you about ANYTHING! (Live Webinar) 

Wed, August 30th, 2017 10:00 AM – 11:00 AM CST 

With data coming in from every direction, sometimes the biggest challenge is knowing WHAT to pay attention to! You may have hundreds of reports, dashboards, etc. available but which one should you look at today? With IBM Cognos Event Studio, you can easily set up alerts to notify you that something has happened. This works across every system you have!

Examples we’ve seen: 
“Alert me if any project is within 90% of budget.”
“Alert the store manager if inventory drops below X.”
“Alert the contract administrator if a contract is set to expire within 90 days.”
“Alert me if a new order is placed.” 
“Run a database job to delete access if a user is removed from Active Directory.” 
“Call a web service to add a user to a system if we have a new hire.” 


Let us show you how you can use IBM Cognos Analytics to be alerted about ANYTHING that happens within your systems!!

Register

Upcoming Live Webinar – Expand Beyond Core for 360-View of Customer – We hope you are able to join us!

Expand Beyond Core for 360-View of Customers – Overcome Core Limitations with Cognos Analytics (Live Webinar)

Wed, July 26, 2017 12:00 PM – 1:00 PM CST

Across the banking industry analyst struggle to leverage existing reporting environments to examine customer behavior.  The right data analytic environment can provide vital insights into customer demographics and spending patterns by aggregating transactions and providing self-service capabilities to your front-line staff.

Join this interactive webinar with Capitalize Analytics and IBM to learn how data analysts in the banking industry are unleashing their data to:

  • Improve customer retention by offering better customer service
  • Analyze all customer data from a single interface
  • Use visual data discovery to identify trends and outliers

We look forward to speaking with you on July 26th.

Register

Alteryx Inspire Conference June 5-7th, 2017

Alteryx Inspire 2017-2Alteryx Inspire Conference

Alteryx Inspire Conference June 5-7th, 2017 @ ARIA Resort & Casino, Las Vegas. Alteryx Inspire 2017 user conference celebrated these iconic achievements, learned from peers, and pushed the boundaries of what’s possible with data. Armed with tools that make insights more accessible to everyone, we all have the power to become Icons of Analytics!

 


Waterfield Sixth Annual User Group Event

Waterfield Energy Sixth Annual User Group 2017

We hope you were able to join us for the Sixth Annual Waterfield Energy User Group Meeting! We provided attendees with an overview of Waterfield’s strategic direction and review cross-functional product enhancements made in the last year. We appreciate your feedback on future production direction, and look forward to enhancements for 2018.
June 15-16, 2017 at the Hilton Dallas/Rockwall Lakefront, 2055 Summer Lee Drive, Dallas, TX 75032