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How to set some settings in every new report made? Is there some template.

Started by abcuser, 24 Jun 2011 06:32:28 AM

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abcuser

Hi,
using Cognos v8.4.1 Report Studio I always do the following for each report:
1. Menu Suppress | Suppress rows and columns
2. Setting default decimal delimiter.
3. Remove decimal points from number display.
4. Set settings: rows per page 5000
etc.

Is there any way I can set this settings and store them. I would like for each new report this new settings to take effect without the need to set all of this settings manually for each report.
Is there something like templates in Report Studio?

Any idea/tip is very appreciated.
Regards



Thanks

blom0344

Yes, you can take a report example and save this as a template. It is even possible to add the template xml to the servers configuration files and select it when creating a new report from the wizard. The last action is pretty technical with a set of definition files that need to be edited.

However, some settings lie outside report studio in cases. The decimal delimiter should be governed by the language settings. The correct format can be established in the model itself!!

abcuser

Are there any step-by-step instructions available? Is there some info in one of the official documentation, if yes, which one.


abcuser

Hi,
thanks for help. Just for reference if someone else will look at this forum. I did the following:
1. Open Report Studio and selected new crosstab.
2. Set changes to this new report:
- Menu Suppress | Suppress rows and columns
- Setting default decimal delimiter.
- Set settings: rows per page 5000
3. "File | Convert to Template" to convert current report to template structure.
4. Tools | Copy report to Clipboard
5. Paste the text to text editor.
6. On Cognos BI server open file <cognos_install_dir>\c8_64\webcontent\pat\res\template.xml  (create a backup of this file before changing!).
7. Inside template.xml file search for "<template name="Crosstab"> and compare new changes from pasted text (step 5). Do the changes manually and save template.xml file.
8. Restart Cognos BI service to take effect. Effect will be taken on newly created crosstab reports (because we have changed template).

For setting:
- Remove decimal points from number display
1. Open TM1 Architect. (Note: We are using Cognos TM1 v9.5.2 server for cubes).
2. Click on Dimensions to display all dimensions.
3. Right mouse click on measure dimension (you need to change this for every measure dimensions) and select "Edit Element Attributes"
4. Click on data field for measure you would like to change (each measure can have different data format) and press Format button.
5. Select changes and close window.
6. Effect is immediate (no need for republishing package in Framework Manager). Effect has on every report that is using "Format type=(Default)" - right click on column in crosstab report and select Data type from toolbar and new window opens, Format type=(Default) is displayed. Every report (also existing) that is using Format type=(Default) is affected. Because all new reports have this kind of format type all new reports are also effected.

Hope this helps,
Regards

abcuser

Problem solved.