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Planview Customer Success Center

Analytics (Cognos) Tips and Tricks

Data Sets & Data Modules

Data Sets & Data Modules (1 hour 17 minutes)

In this Analytics (Daptiv) Introduction training lesson, participants will learn how to create custom Data Sets and Data Modules to achieve faster performance for data-intensive reports and dashboards.

Please download the PDF guide that corresponds to this video:

Data Sets and Data Modules Guide

 

Please also download the sample report for Exercise 6:

Time Compliance Report

 

Project Dashboard Report Viewer

Project Dashboard Report Viewer (16:00)

With the July 17, 2020 update to Daptiv, you can now add a Report Viewer component to your Project Dashboards.  This video demonstrates how to configure the relevant Workspace Role permission and how to add a WorkspaceID prompt to your report.

The Data Model  

The Data Model  (13:39)

The reporting data presentation model is designed to make it easy for you to create meaningful reports using your organization's Daptiv data.  In addition to creating logical groupings for data, the model includes predefined filters and date groupings and translates stored data into user-friendly formats.

Cognos 11 for Cognos 10 Users  

Cognos 11 for Cognos 10 Users  (28:21)

Current users of Report Studio (Cognos 10) who are transitioning to Analytics (Cognos 11) will benefit from this orientation video.

This video highlights the new navigation and report writing interface of Analytics in Daptiv.