Understanding navigation in Cognos Analytics

A

Hamburger Menu

The Hamburger Menu has now replaced the Navigation Panel. You can find all your folders and tools in a more user-friendly way.

B

Quick Launch

Use the Quick Launch menu to quickly upload a data file, create a data module, or exploration. You can also quickly create a dashboard, report, or story.

C

Get Started/Recent tabs

The Get started tab is where you can access sample reports and additional resources. The Recent tab displays the titles representing your most recently modified content.

D

Home

The Home button appears at the top-left corner of the navigation panel. You can return to this homepage at any time by clicking this button.

E

New

Click on the New button to create a new Report, Dashboard, Story, Data Module, Exploration etc.

F

Upload Data

Click on Upload Data to upload a data file.

G

Content

Access the My Content or Team Content folder by clicking on Content in the hamburger menu. The Team Content folder contains all the published enterprise and shared content that you have permissions to view. The My Content folder provides you with direct access to the content you've saved. This is content owned by you and may only be viewed by you. 

H

Recent

The Recent button shows you the most recently used list of content, up to 2 objects (reports, dashboards, data modules, etc.). Objects appear in order based on most recently used. Once an object is viewed, it will move to the top of the list. Click Recent to see what, if any, are the most recently used objects in your environment. Hover your mouse over the icon to the left of each object to identify the type of object. Click outside the Recent panel to close it. 

I

Manage

The Manage button will only appear if you are a Cognos Admin. This allows admins to manage accounts, licenses, activity, connections, etc.

J

Switcher Menu

The Switcher menu in the center of the application toolbar provides a drop down button that allows you to easily move between the different objects you've worked with during your current session, without opening additional browser windows. The Switcher menu will display the name of the object currently active in the canvas. 

K

Search

The smart Search provides a modernized search engine that uses a smart, intent-driven search algorithm to assist you. Click Search to open the search panel. Type any keywords in the search dialog box. As you type, an auto-fill feature will launch and render search suggestions for related terms. Click outside of the Search panel to close it. 

L

Northwestern Resources

Northwestern Resources provides the links to various helpful videos and job aids (Knowledge Base (KB) articles).

M

Community

Directs you to the dedicated Cognos Analytics community directly from the new UI. The community provides forums where you can consult with peers and technical experts as well as find resources, videos, and news. Click Support under Quick Reference, then on Community. A new browser tab will open. Scroll through the page to see the various resources available.

N

Notifications

You can subscribe to Cognos Analytics content and receive notifications when that content has been updated and is ready for review. An indicator is provided to notify you with the number of new notifications. Click the Notifications button to open a listing of all unread notifications.

O

Personal Menu

The Personal Menu allows you to change personal preferences and manage your subscriptions. Click the Personal Menu to see the capabilities available. Click outside the Personal Menu to close it. 

From the Personal Menu users can access the following:

• Settings related to you as the user.
• Profile and Settings (See section below for details).
• User's Schedule and Subscription Management UI.
• Sign Out option.