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Prompt scheduling.

Started by shark1986, 12 Sep 2023 08:21:14 AM

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shark1986

I'm using Cognos 11.1.7.

I have the following situation. I need to create report schedules for one of the clients. To do this, I created a report view for each. However, there are more than 4 thousand customers.

Is there a way to automate this? Otherwise I will spend weeks creating appointments for each of the clients.

The problem is that in each report view I need to choose a customer.

Can anyone help me about this?

dougp

...or one copy of the report.

I assume each client can see only their report view.  So you have a crosswalk of username to the parameter value.

Put the crosswalk in a database table or a spreadsheet.
Include the crosswalk table in the data module for the report.
Create a query that returns only the parameter value for the client using the report.
Create a prompt page.
Create a value prompt that uses the crosswalk query.
Hide the value prompt and use JavaScript to select all values in the value prompt and autosubmit the prompt page.

Now when a client runs the report, they can see the standard set of prompts you have defined, the client-based prompt is invisible, and they get only the data that is appropriate for them.

Alternatively, Have you investigated row-level security for your Framework Manager model?


cognostechie

Quote from: shark1986 on 12 Sep 2023 08:21:14 AM
I'm using Cognos 11.1.7.

I have the following situation. I need to create report schedules for one of the clients. To do this, I created a report view for each. However, there are more than 4 thousand customers.

Is there a way to automate this? Otherwise I will spend weeks creating appointments for each of the clients.

The problem is that in each report view I need to choose a customer.

Can anyone help me about this?

The first thing to do is to spend some time on converting what you 'think in your mind' into proper words so that people can understand what you want. What is the meaning of 'creating appointments' ? You could have said that 'I have a report which will be run by multiple clients and each client should see only their own data'.

Now to answer your question - Yes, there are multiple ways. I have a report which is run by multiple clients and the users of those clients see only their company's data.

In Framework Manager, there is a filter on the query subject which filters the Client Code by checking which Cognos group the user belongs to. There is a Cognos group for each client and there is a parameter map which has the client group and the client code. With this approach there is no need to create copies of the report or to create report views

If your database table has the client code then I can provide the steps.