New to Cognos- Please Assist

[krobert1]

Helllo!

I am new to Cognos. Very excited after my initial training, and have already started to play around with it. However, I have hit some road blocks. Hoping somone on here may help.

1) I need to filter "New DDA" within a certain period of time
I have searched my DDA Master & have found nothing. Any tips?

2) Once I can find "New DDA", I will need to filter my results for "New to Product", "New to Customer", & "Additional for Customer". Could Cognos have pre-scrubbed filters, or would I need to somehow insert another criteria to do that?

3) Are there any coding "cheat sheets", other than what I got in my training? The topics covered were very limited.

4) What coding may I use in my filtering to ask the report to only pull the last 7 days? I'd prefer it to be general, so that I may have my weekly report preset to arrive on it's own on s recurring basis with the most current results.

I apologize if my inquiries are trivial to any Cognos veterans here. New fish in the Cognos water, and just looking to learn.

Thanks in advance!

[MFGF]

Helllo!

I am new to Cognos. Very excited after my initial training, and have already started to play around with it. However, I have hit some road blocks. Hoping somone on here may help.

1) I need to filter "New DDA" within a certain period of time
I have searched my DDA Master & have found nothing. Any tips?

2) Once I can find "New DDA", I will need to filter my results for "New to Product", "New to Customer", & "Additional for Customer". Could Cognos have pre-scrubbed filters, or would I need to somehow insert another criteria to do that?

3) Are there any coding "cheat sheets", other than what I got in my training? The topics covered were very limited.

4) What coding may I use in my filtering to ask the report to only pull the last 7 days? I'd prefer it to be general, so that I may have my weekly report preset to arrive on it's own on s recurring basis with the most current results.

I apologize if my inquiries are trivial to any Cognos veterans here. New fish in the Cognos water, and just looking to learn.

Thanks in advance!

It's exciting to get let loose on a shiny new product - hope you enjoy getting to know Cognos!!

So - some questions for you...

Are you using a relational package (ie do you see query subjects and query items in your package)? I'm assuming so, but we need to know for sure.
Is "New DDA" a value you see reported in a specific query item, or is it a concept (ie you want to see DDA rows that class as being new)?
Is there a date item within DDA Master? If so, what do the dates refer to? Are they suitable for you to use in a filter for this requirement? eg [your DDA date item] >= _add_days(current_date,-7) would return rows with a date seven days ago or newer.
What are "New to Product", "New to Customer" and "Additional for Customer"? Are they values in a query item, or are they concepts? If the latter, how would each be defined based on the data items you have?

No need for apologies - and your inquiries are certainly not trivial :)

MF.

[krobert1]

It's exciting to get let loose on a shiny new product - hope you enjoy getting to know Cognos!!

So - some questions for you...

Are you using a relational package (ie do you see query subjects and query items in your package)? I'm assuming so, but we need to know for sure.
Is "New DDA" a value you see reported in a specific query item, or is it a concept (ie you want to see DDA rows that class as being new)?
Is there a date item within DDA Master? If so, what do the dates refer to? Are they suitable for you to use in a filter for this requirement? eg [your DDA date item] >= _add_days(current_date,-7) would return rows with a date seven days ago or newer.
What are "New to Product", "New to Customer" and "Additional for Customer"? Are they values in a query item, or are they concepts? If the latter, how would each be defined based on the data items you have?

No need for apologies - and your inquiries are certainly not trivial :)

MF.

Thank you! You are very kind!

Yes, I do have Queries, but none with any relation to "New DDA" or "New Accounts"( which i could then filter for DDA description ).

Did not see an "Open date" anywhere to filter. Thank you for the date tip!! That is very helpful!!!

The "New to Product" would be a customer who has opened a product they did not have prior. Wondering if they would need to specifically code this, or if i can somehow filter it?

They are Silverlake data queries. If I call Jack Henry, will they be able to provide custom queries to suit my needs?

Thanks!



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[MFGF]

Thank you! You are very kind!

Yes, I do have Queries, but none with any relation to "New DDA" or "New Accounts"( which i could then filter for DDA description ).

Did not see an "Open date" anywhere to filter. Thank you for the date tip!! That is very helpful!!!

The "New to Product" would be a customer who has opened a product they did not have prior. Wondering if they would need to specifically code this, or if i can somehow filter it?

They are Silverlake data queries. If I call Jack Henry, will they be able to provide custom queries to suit my needs?

Thanks!



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Hmmm. If you don't have a descriptive item to filter on (for "New DDA" or "New Accounts") and there's no date column you can use either, we're somewhat stuck. We need to understand the rules for how new accounts are defined, so we can then advise on an approach for you to use. Is there someone you can ask who understands the data?

I'm not sure I follow the reference to Silverlake - I just googled it and it returns a wealth of hits, including a scrap merchant and a private equity firm :) Oh, hold on. Adding Jack Lake to the search seems to show it's a banking application? I've not heard of it before, sorry, so I can't advise on how it might store data, or what data you are being given access to.

Given that you're using Report Studio, someone must have created a Framework Manager package pointing to the data, or else you wouldn't have anything to use in a report. Do you know who this was? Was it a person in your organization? If so, you should make friends with them/buy them dinner/take them to a movie/invite them over for Christmas dinner/all of the preceding - they will be your absolute best source of information on how your reporting data is defined. :)

Cheers!

MF.

[krobert1]

Hahaha great advice!! Thank you! :-)

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[krobert1]

Okay! I have more details now! Yayyy!

I have Types, Opening Dates, Closing Dates, New Accounts, & Customer ID #s.

Question #1- I need to be able to filter all New Accounts for "New" customers. However, "new" refers to a customer who may have had a long standing Customer ID #, but has not had one specific "type" opened within the past six months. Drawing a blank on how to filter that data without basing it ont he creation date of the Customer ID #, which would provide an incorrect entry. Any thoughts? There are no preset options for this one.

Question #2- I have to filter a customer who is new to a  specific"type", but may have other "types" open. Right now, I have set it up to pull the new "type" open, and check the Customer ID # to filter for only quantities of 1. That was assuming they would not have additional opened previously. However, that may be an issue if they open more than one "type" at the same time. They still need to get credit for one "type". Thoughts?

I hope this is detailed enough, but please let me know if you need further information. Thanks! :-)