How to create Portal tabs in Cognos 11?



In IBM Cognos Cloud, we don’t have access to Extension and Views creation. We can use Theme customization for a role to get similar effects of having Portal Tabs.
  • Create Role and provide require Capabilities. Add groups and members. –> Manage/Accounts Area
  • In  Team Content, create separate dummy folder with no content in it. Purpose is to restrict folder navigation for users in designated role to dummy empty folder.
  • Create Wrapper Report with one html item per page. Use Report properties to show page as Tab. Embed Main Portal Report link ( copying from Property menu – Embed). Modify frame property to have no border and width- Height to be 100%
  • Update Theme to have logo and color of Navigation and app bar to make them transparent . You can download default theme spec.json and update navigation and application bar's color, logo path to return blank, Name of Theme. 
  • In Manage – Select Role Properties – Customization
    • Add Dummy Folder be the folder User can navigate
    • Update Home Default to be report
    • Update Theme to be updated theme.

When Users assigned to the role log on, they will see Tabbed report with embedded multiple report links.

You can further customized wrapper report to show objects in the way you need and since it's a report, dynamic content can be displayed based on user information.

Please note that Dashboard can't be used since it doesn't accept HTML items.


Popular posts from this blog

Cognos Excel Text Wrapping Issue - Row Merge and Column Merge

Below are the properties to set to keep column size and width with text wrapping: Column Merge issue  http://www-01.ibm.com/support/docview.wss?uid=swg21674298 Set the advanced server property RSVP.EXCEL.XLS2007_COLUMN_WIDTH_CONTROL to TRUE for both BatchReportService and ReportService services.        Row Merge issue http://www-01.ibm.com/support/docview.wss?uid=swg21440556 RSVP.EXCEL.XLS2007_ALLOW_WRAPPING_SINGLE_CELL also to be set to TRUE  for both BatchReportService and ReportService services.   Once done, you can set any column width to be fixed and see same result in Excel as well as HTML. Please note that above properties will not be honored if you have unchecked Grouping repeating cells Report property in Report Properties menu. 
Read more

Cognos: How to replace an existing report without breaking links?

Below IBM document explains behavior of copy/move or overwriting impact of objects:- https://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/com.ibm.swg.ba.cognos.wig_cr.doc/c_gtstd_copy_move_items.html If you copy and overwrite an existing report, the copied report ID and links replace those of the existing report. In this case, you might need to update links, such as links to job schedules. If you move and overwrite an existing report, the existing report ID and links are maintained. In this case, references to the moved entry are broken. However, this doesn't work in all cases and we see drill through links broken in some cases. Best approach in such case is to use cognos deploy method where you update reports in separate folder in same environment and import it to destination location. You can create single export and import tasks to use for all such updates.
Read more

How to change package for a report in IBM Cognos Analytics (ICA)?

In Cognos 10.x and 8.x , this was the simple to handle on Cognos Connection or via Repot Studio interface.  In Cognos 11.0.6, You  need to load classic view (Cognos Connection) to go back to this interface to change the package. In Cognos Cloud environment, we have single environment for Development and UAT. In such cases, when we move content from Dev folder to UAT area, we need to switch to classic mode to change the package.
Read more