Thursday, December 2, 2010

District Folders: A Place to Share Report Views and Cube Views

Did you know that you can save both Report Views and Cube Views to the District Folders area of the Data Warehouse, so that they can be accessed by others in your district who have Data Warehouse access?

This is especially valuable when one person creates a cube view (like the strands-over-time example described previously) and wants to make it available to his/her colleagues. It's much simpler for those folks to USE the cube view rather than trying to re-create it themselves! It can also be used to easily share district- and school-level reports with colleagues (see note below about sharing student-level reports.**)

To save the output from a pre-defined report (a report view) in District Folders:

  • Click Keep this Version and then Save as Report View
  • From the screen that appears, click on Select another location...
  • Navigate to Cognos > Public Folders > District Folders > [Your District Folder]
  • Note: Reports can be saved in HTML, PDF, or Excel format, depending on how the report was produced.

To save the output from a cube (a cube view) in District Folders:

  • Click the Save button (looks like a floppy disk, in the lower right corner of the cube screen)
  • From the screen that appears, click on Select another location...
  • Navigate to Cognos > Public Folders > District Folders > [Your District Folder]
  • Note: A saved cube view can be easily modified to change things like grade level, year, subgroup, etc.

If you're running reports in the background (which you should be!), you can specify that these reports can be saved to District Folders using similar navigation. You can also create subfolders within District Folders (for different groups of reports.)

**Please be aware that reports or cube views placed in District Folders can be viewed by any of your district's Data Warehouse users (but not users from other districts). Caution should be taken if student-level reports are placed in District Folders, as not all of your district's users may have the legal authority to access this data. There are ways to set various levels of security on subfolders within District Folders although this is beyond the scope of today's post.