Create Categories Manually; Creating Calculated Categories - IBM Cognos User Manual

Version 10.1.1
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5. For each intermediate category required in the manual level, create a category
manually. For more information about manual categories, see "Create
Categories Manually."
6. Connect the categories created in Step 5 to the appropriate child source
categories in the next lowest level.
Example - Adding a Manual Level to Provide Logical Subgroups
You can add a manual level to subdivide the information for easier analysis by
report users.
Suppose your staffing model contains a dimension with 14 categories at the
country or region level. You want to subdivide the Region dimension so your users
can analyze the data more easily.
Procedure
You add a manual level that groups each set of countries or regions by
geographical region. You add the categories Americas, Europe, and AsiaPacific to
this level. You link USA and its child categories to the Americas region. You then
link the remaining country or region categories to their appropriate regional
categories.

Create Categories Manually

You can manually add categories to either source or manual levels in any
dimension by using the category viewer in the right pane of the Categories
diagram.
If you create a category in a dimension that does not yet contain a level for it,
Cognos Transformer automatically creates a new level and opens the property
sheet of the new category.
Procedure
1. Open the Categories diagram for the dimension in which you want to create a
category.
2. Expand the category viewer (right pane of the diagram) as required to show
the parent of the category to be added and position the pointer over the right
side of the parent category.
The pointer changes to a crosshair.
3. Drag the crosshair to the right and release the mouse button under the level
that is to contain the category.
Cognos Transformer creates a new category and opens its property sheet.
4. In the Category code box, type a name that uniquely identifies the category in
the dimension.
5. If the category is in a source level, enter the name of the associated source
column in the Source value box.
For the category in the model to be matched accurately, the category name
must be unique among all the source categories owned by the parent.
6. Set other properties for the category as required and click OK.

Creating Calculated Categories

You can use calculated categories to add commonly requested calculations to your
model, such as month-by-month percent growth or market share. Because the
Chapter 4. Structuring Your Data Into Dimensions
63

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