Helpful Hints and User Guides

COGNOS HELPFUL HINTS

You can begin using Cognos by following some simple hints:

  • Get your browser ready – Before you begin, you'll need to get your internet browser ready for interactive reporting. You can do so by enabling your browser to trust Cognos. Keep in mind that while Cognos can be used in most browsers, Query Studio only supports the use of Internet Explorer 11.
  • Get started with Cognos – Learn about the features of Cognos as well as how to navigate the application by following the steps outlined in our Cognos 11 Navigation instructions. You can also learn how to set up a report to be run automatically on a regular basis in Scheduling Reports in Cognos 11.
  • Familiarize yourself with Query Studio – Complete with screenshots and step-by-step instructions, our Helpful Hints for Cognos Query Studio documentation outlines basic techniques for creating your own ad-hoc reports.
  • Fiscal year end processing – Learn more about the FYE Processing Phases.

So, what are you waiting for? Log into Cognos at https://cdw.qdb.ucla.edu and get reporting!

Connecting to QDB Database

Step One - Configure the SQL Server Driver

You will first need to make a one-time change to your workstation. This change will add the QDB Production SQL Server as a System Data Source in your Control Panel and will configure the SQL Server Driver.  This only needs to be done the first time you connect to QDB; if you have already done this step, skip ahead to Step Two.

Step Two - Using Excel to Get Data