10/11/2016

Have you ever tried reordering your Cognos Planning E-list and wondered, ”What the Heck is going on?” For years, I have told clients the E-list in Cognos Planning is the spine of your Cognos Planning Contributor model. Furthermore, you can avoid having surgery by reordering it. But sometimes you just have to reorder the E-List so that the data rolls up properly for the reviewers. So, here are your secrets to reordering your Cognos Planning E-list.

In our example, we notice that location 0695.00.00 Rockingham NC is in the original E-list but it rolls up to 0001- FS1- System Improvement and therefore to Direct Projects. We need 0695.00.00 Rockingham NC to roll up to 0000- Corporate instead of to Direct Projects.

You will notice that 0695.00.00 Rockingham NC already has some data entered and we don’t want to lose the data the end users entered. Notice data entered and saved Employee Hours Cube Budget Version.

When we look at the Cognos Planning D-List in Analyst, we see our 0695.00.00 Rockingham NC is in the middle of the list.

However, we see 0695.00.00 Rockingham NC is included in the calculation for 0001- FS1 System Improvement. We will need to fix that because we want it to roll up to the 0000- COR -Corporate node instead.

Note that the Calculation Order is important. See how 0695 is at the top of the 0001 calculation above. The order of the calculation determines the Contributor E-List order as you can see below.

We determined earlier that we needed to move 0695.00.00 Rockingham NC so that it rolls up to 0000- COR – Corporate. So let’s go look again at the calculations in the D-List in Cognos Planning Analyst. We will need to remove 0695.00.00 Rockingham NC from the 0001 Calculation by deleting it from the calculation and click Apply then Save.

Now we need to add 0695.00.00 Rockingham NC to 0000 calculation. Once it’s added manually, move it to assure the item will be in the order you want it in the calculation because that’s the order that will be displayed in the Cognos Planning Contributor. Remember to save your work. See below.

You will need to complete the Go To Production Process (GTP) in the Cognos Planning Admin. Make sure you see only changes and no deletions, no destructive changes!

Finally, you will see that as we open 0695.00.00 Rockingham NC, the data still exists. Due to our previous steps, you'll see we didn’t lose the work already completed by the end users.

So, that’s the secret to reordering your Cognos Planning E-list and not losing data. Hopefully this information will help save you time and frustation with Cognos Planning.