Scheduling Batch-Bursting Options

In Workspace, create a batch with multiple reports. The reports should have at least one common dimension from the same data source in the user POV to enable bursting.

In this example, you create a batch with 2 sample reports for the Sample:Basic database connection. Both reports have the Market and Product dimensions in the user POV. You can use one of these dimensions for bursting.

With the batch open in the editor, select Edit, and then Schedule Batch.

In the Schedule Batch dialog box, enter a batch name, and click Next.

In the repository list, select the batch, and click Next.

Enter your logon credentials, and click OK.

Schedule the batch to run at a later time, and select the dimension for bursting.

a. Select the Perform Once frequency, and specify a date and time.

b. Select the Run Batch for multiple members in the dimension check box, and in the drop-down list, select the dimension for bursting. You can select one dimension from the batch
POV for bursting.

In this example, you select to run the batch at 7 PM. You select to burst the batch for the Market dimension. The Market dimension in the POV is then grayed out.

In the Bursting Options area, click the lookup icon to select the bursting members from the Market dimension.

In the Preview User Point of View dialog box, select the bursting members, and click OK.
In this example, you select East, West, and Central.

In the next Schedule Batch dialog box, select the destinations for the batch output.

In this example, you save the reports as snapshots in the /Bursted Output repository folder, and you export the reports to an external directory as PDF files. Before you can specify an external PDF directory, you must define it in JConsole in the Export Folder attribute for Financial Reporting.

Note: Snapshots are a batch destination option, but have added processing overhead, as access permissions in Workspace are set when the snapshot reports are processed.

In the Bursted Output Labels area, click the function icon to add text functions for the object or subfolder labels. The definitions for folder and file names are globally applied to all bursted members.  You can override the global naming setting by defining the names for each bursted member in the batch-bursting list file. 

In this example, you position the cursor in the Object Label area, and select the Date function.

The Date function is displayed in the Object Label area. In this example, you also delete the <<MemberName()>> function in the SubFolder Label area.

The subfolder and object labels are for the folders and objects that batch scheduler creates for snapshot reports and for PDF output. For this example, if you have two reports, Rep1 and Rep2, which you run for the Central, East, and West members, batch scheduler creates the following snapshot output in the repository:

Root
    Bursted Output (folder designated for snapshot output)
        Rep1 (subfolder label)
            <date>-Rep1-Central
            <date>-Rep1-East
            <date>-Rep1-West
       Rep2 (subfolder label)
            <date>-Rep2-Central
            <date>-Rep2-East
            <date>-Rep2-West

However, if you specify the Subfolder Label as <<FinancialReportingObjectName()>>-<<MemberName()>>, batch scheduler creates the following snapshot output in the repository:

Root
    Bursted Output (folder designated for snapshot output)
        Rep1-Central (subfolder)
            <date>-Rep1-Central (snapshot report)
        Rep1-East
            <date>-Rep1-East
        Rep1-West
            <date>-Rep1-West
       Rep2-Central
            <date>-Rep2-Central
        Rep2-East
            <date>-Rep2-East
        Rep2-West
            <date>-Rep2-West

As you run the batch on different dates, reports are added to each subfolder.

In the next Schedule Batch dialog box, add the email addresses for sending batch details.

These email addresses notify administrator users of the batch status. The email addresses do not specify standard end-user batch recipients.

At the bottom of the Schedule Batch dialog box, click Preview Bursting List.
The Preview Bursting List dialog box displays your bursting options. You can scroll to the right to see all of the options.

In the Preview Bursting List dialog box, click Export to save the bursting list as a CSV file. You can modify the batch-bursting list file and use it for scheduling future batches.

The File Download dialog box is displayed.

You also save the bursting list if you want to change the email recipients so that output for each market is sent to different users. This topic is covered later in the tutorial.

Click Save. In the Save As dialog box, enter the file name, and click Save.

In this example, you save it as Regions.csv.

Click Close to close the Preparing Files dialog box.

Click OK to close the Preview Bursting List dialog box.

Click Finish to exit the Schedule Batch dialog box.

After the batch start time has elapsed, verify that the batch status is Successful.
Select Navigate, then Schedule, and then Batch Scheduler.

After the batch completes, check the batch details.

Right-click the batch name and select Show Details.

The Show Details dialog box is displayed. Review the batch details, and click Close.

Check the batch output.

When you scheduled the batch, you specified snapshot reports as one of the batch output destinations. You selected the Bursted Output folder for the destination location.

In Workspace, select the Bursted Output folder, and verify that snapshot reports were created.

Batch Scheduler created two folders below the Bursted Output folder. Select the Full Year Estimate folder. It contains the Full Year Estimate snapshot reports for each market, Central, East, and West. The report names include the date.

The second folder, Profit and Loss Variance, contains the Profit and Loss Variance snapshot reports for each market.

When you scheduled the batch, you specified PDF files as one of the batch output destinations. You selected the external directory, PDF_Export, for the destination location.

In Windows Explorer, select the PDF_Export directory, and verify that the PDF files were created.

Two directories were created below the PDF_Export\Bursted Output directory. One directory, Full Year Estimate, contains the PDF files for the Full Year Estimate reports for each market, Central, East, and West. The report names include the date.

The second directory, Profit and Loss Variance, contains the PDF files for the Profit and Loss Variance reports for each market.

In Excel, open the batch-bursting list file that you saved earlier. The file displays your bursting options.

Modify the file to add email addresses and access definitions.

a. In the email_list column, add user and group email addresses for each market member. This option enables you to define which users receive the batch output for each market. In this example, for the East member, you add mgrE, user1, and groupE to the email lis.

b. Define the groups, roles, and user names that receive Read access to snapshot reports created by the batch output. In this example, for the West market, the D1028 group and anyone with the Report Designer role are assigned Read access to the snapshot reports.

Modify the file to add a Market member.

In this example, you make a copy of row 4. In row 5, you change the Market member name to South, and you change the access and email address for the output.

Save the file, and exit Excel.

You must import the file into the repository before you can apply it to a scheduled batch to define the batch bursting options.

In Workspace, select File, then Import, and then File.

Browse for the file, and click Finish.

The file is listed in the repository.

Select Navigate, then Schedule, and then Batch Scheduler to display the Batch Scheduler window.

Right-click the batch name, and select Duplicate and Edit Properties.

In the Schedule Batch dialog box, enter the batch name, and click Next.

Select the batch from the repository, and click Next.

If needed, enter the logon credentials, and click OK.

In the Schedule Batch dialog box, select the start time.

In the Bursting Options area, click the ellipses to select a batch-bursting list file from the repository.

Select the batch-bursting list file that you created earlier, and click OK. In this example, you select the Regions.csv file.

To copy the Market members from the selected batch-bursting list file to the Select Members box, click Copy Members. In this example, the South member is now included in the Select Members box.

Click Next to proceed to the next Schedule Batch dialog box. Select the same destinations and output labels as before.

If you schedule the batch for the same members and with the same output naming conventions, Batch Scheduler overwrites the previous output files.

Click Next, and then Finish to close the Schedule Batch dialog box and submit the batch to Batch Scheduler.

After the batch start time has elapsed, verify that the batch status is Successful.

Select Navigate, then Schedule, and then Batch Scheduler.

After the batch completes successfully, check the batch output. When you scheduled the batch, you specified snapshot reports in the Bursted Output folder as one of the batch output destinations.

In Workspace, select the Bursted Output folder, and verify that snapshot reports were created.

Batch Scheduler created two folders below the Bursted Output folder. One folder, Full Year Estimate, contains the Full Year Estimate snapshot reports for each market, Central, East, West, and South. The report names include the date.

The second folder, Profit and Loss Variance, contains the Profit and Loss Variance shapshot reports for each market.

When you scheduled the batch, you specified PDF files as one of the batch output destinations. You selected the external directory, PDF_Export, for the destination location.

In Windows Explorer, select the PDF_Export directory, and verify that the PDF files were created.

Two directories were created below the PDF_Export\Bursted Output directory. One directory, Full Year Estimate, contains the PDF files for the Full Year Estimate reports for each market, Central, East, West, and South. The report names include the date.

The second directory, Profit and Loss Variance, contains the PDF files for the Profit and Loss Variance reports for each market.