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Creating Drill downs in Cognos 8

Posted on 2008-10-22
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Last Modified: 2012-05-05
The data is meant to show how many visits a provider has made during a certain period.  It needs to then be separated by location, and finally provide a total count by provider, and then by organization.

The screen shot shows the data I would like to display when the user clicks a particular location to drill down into, then finally again by provider.  I am wanting to establish visits by counting the "Patient_ID" field.

I don't know anything about Cognos and my brain is mush.  Help.

*Note--even though I have said I would like drill-downs, I'd settle for the data to just show location, provider, and then total visits.  My counts are currently way off.
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Question by:IntercareSupport
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welchb123 earned 500 total points
ID: 22786404
Hmmm .. Where to start.  OK first conceptualy,  If you want to create drill through reports you need to think in terms of separate reports.  First you create the individual reports then you connect them via a drill through wich passes a filter value to link the reports

REport one (Provider Report)
So top level report one would be a two column list report showing  providers with Counts of visits.  So to create this report drag prodier onto the screen and then drag Patient_ID onto the screen.  CLick on Patient_ID to select it and go to the properties screen on the right.  Change the "Aggregate Function" to "Count".  Now we can move on to report two, once we have ceraeted all the reports we will come back and add a drill through on Number of visits that will link to report two.  (FYI..you might want to add a filter by provider or date range since you are asking the system to count every patient for every provider in our system.  Might be kinda big if you maintain a large history)  Save this report

Report Two (Location Report
Ok now for report two this report would be a list of locations with a count of how many patients at each.  The total of all locations displayed here is the total from one line of Report one.  Add location to your report and then patient_id as the last column .  Click on Patient_ID to select it and then change the "Aggregate Function" to count as you did before.  In addition we need to add a filter on the provider =?Provider? in a filter the ?variable name? sets up a parameter.  Save this report

You are now ready to link the two report via  a drillthough.  Close report two and reopen report one. Click on the Patient_ID column and then click on the drill through button on the toolbar.  On the drill through dialog box click on the New Drill Through button in the bottom right hadn corner.  In the Target report tab fill in the following values
Report = Report Two
Action = Run the report
Format = probably default is ok but whatever you want
Parameters - click the pencil to add the value to be passed.
  Method = Pass data item balue
   Value = Provider
Clcik on on the Parameter dialog box
Click ok on the Drill though dialog box.

There you go... You now have a drill through.


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Author Closing Comment

by:IntercareSupport
ID: 31508954
You rock.  This worked the very first time.  I greatly appreciate your help yet again.  I'd award more points if I could.
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