Personal Data Sets

IBM Cognos BI 10.2.2

IBM Cognos Business Intelligence

Individual business users can use the My Data Sets feature to create IBM Cognos reports that are based on their personal data without engaging a professional report author. The users can import data from a CSV, XLS or XLSX file, create a stand-alone
package for the data in IBM Cognos Connection, and generate reports from that data.
Users can import large spreadsheets, with hundreds of thousands of rows, and publish
the package to any location in IBM Cognos Connection for which they have write permissions.

Personal Data Sets

Users can see only their personal data sets and can delete any packages or data sets
that they created using this functionality. They can grant other users access to their personal data by sharing the corresponding packages.

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Personal Data Sets

Creating the repository connection

When users import their data, it gets stored in a database created by the BI and Database system administrators. For this workshop, a DB/2 database has been configured with a database
called INSIGHT_PDS. The following steps show how to create the database connection in
Cognos Administration.
1. From the IBM Cognos BI welcome page, click Administer IBM Cognos content.
2. Click the Configuration tab.
3. Press the New Data Source (

) button.

4. Type Insight 2014 PDS under name. Click Next.

5. Under Type select My Data Sets Repository. Click Next.
6. In the JDBC URL section modify:
jdbc:db2://<host>:<port>/<database-name>
to
jdbc:db2://localhost:50000/PDS

7. Under Signon, select Signons, select the Password check box.

8. For User ID enter csdemo
9. For the Password enter Education1!

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Personal Data Sets

10. Click Finish

The connection to the repository database has been created and is ready for users to use personal data sets.

Importing a Personal Data set

1. In the top banner bar, click the My Area (
Sets.
2. Click the Import Data (

) options button and select My Data

) button in the top right corner.

3. At the top click the Browse button.

4. In the File Upload window go to c:\Techforum\PDS folder and select Personal_Data_set.xls. Click Open.
Once the file has been imported, you will see the following staging area. This is where the
metadata can be modified before publishing a package.

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Personal Data Sets

5. On the left side, clear the Product Cost check box. This column will not be imported to
the repository.
6. Beside Unit Price, change the Default Summary from Sum to Average by clicking the
Change Value (

) link. This will change the default summary to average in the studios.

7. Click the Publish button in the bottom left corner.

By default, the Publish at window will default to My Folders.
8. Keep the name Personal_Data_set. Click Publish.
A relational package has been creating that you can now report from.

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Personal Data Sets

The My Data Sets window now shows the imported data set that you just imported. The user
will be able to add multiple personal data sets but the BI Administrator can control how many
data set a user can import.
If you need to make any changes to the package, you can click the Edit Data Set ( ) button
under Actions, which will take you back to the staging area, make changes and then re-publish
your package.
9. From the Launch menu, click Report Studio.
10. In the Select a package window, select Cognos > My Folders. Then select Personal_Data_set.

11. At Report Studios welcome window, click the Create New button.

12. Select List and then OK.

You are now free to create a relational report like you would against any other relational package.

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Personal Data Sets

Time to log off

Close down the browser window.

Congratulations!!
You have completed this workshop.

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