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Automate report specfic period

Automate report specfic period

(OP)
Hi All,

Using CR 2008 and BO CMC XI R3, oracle

  We follow a fiscal calender instead of a regular calender. How can I auto schedule my report every fiscal month end which is different from the calender month end?

For ex: fiscal month ends on 25 feb 2012. I need to automate to run the report on 26 feb 2012.

Appreciate any advises or ideas!

TIA,
RR

RE: Automate report specfic period


Create a custom calendar in the Central Management Console and schedule the report based on the calendar.



 

RE: Automate report specfic period

(OP)
Briangriffn, Could you please redirect where I could follow the step to create a custome calendar in CMC?

This is what I tried to do...but i missing something somewhere...

I have Store procedure in oracle to load data into the temp table and calling the SP in report so I can create a report to run on the specific custom month end to load the data. I created a trigger event on schedule when the load is success.

user requested data/info is built into the another report where it use the temp table which has been loaded and this report is scheduled based on the wait event of the load report.

Hope it make sense what I trying to say... or can't figure a better way to explain

TIA,
RR

RE: Automate report specfic period


It sounds like you have two things you're waiting for:

1. The custom fiscal month end date.
2. The data to be loaded into a table before the report can run.

You can schedule the stored procedure from within BOE as a program object. I'm not sure what the Oracle syntax would be, but it would ultimately end up in a batch file.

Then create a schedule event that looks for the success of the SP, in which case the report runs.

Schedule the report based on the custom calendar. This will take some testing to get the sequencing and timing right, but it will do what you are asking.

 

RE: Automate report specfic period

(OP)
Thanks for the reply briangriffin. Your comments-
"This will take some testing to get the sequencing and timing right, but it will do what you are asking."
gives me hope, but where do I start or even what steps I would need to take.

Appreciate you elaborating!

Thanks again,
RR

RE: Automate report specfic period


The first hurdle is "at what point is the data ready for the reports to run?".

That would seem to be the point at which your SP finishes populating the table, right?

So you have two options - modify your SP to produce a result file upon successful completion. BOE will look for the appearance of that file, then the report will fire. This takes a little more work.

Instead, I'd schedule the SP from a batch file scheduled in BOE. It would look something like this:

SP - scheduled to run based on custom calendar.

SP runs and fires off schedule based event on success.

Report is looking for successful schedule event, and runs when that event fires.

You have to make sure that the report is scheduled to run before the SP:

7 am: Report scheduled to run, based on SP event.

7:05: SP runs, then fires event.

7:06 Report runs


If the report scheduled time is after the SP schedule time it won't work. This is a little counterintuitive, since the report has to run after the SP.

If you take this approach your first step will be to create a batch file (or .exe) that runs the SP.



 

RE: Automate report specfic period

(OP)
This is what I did.
1.Created report which will call the SP and  just show me that the data load completed.

2. Created another report based on command using the temp table which was loaded thru step 1.

3. Now in BOE:

a. I schedule the step 1 report by custom calendar and trigger event when this is complete.

b. Schedule the step 2 report based on the waiting event of the above step 3a.

This also worked.

Is there a way we could dynamic the custom calender with the calendar table we have. This is some I have to do manually every year changes.... or any other alternative I could do from the SP, which I am unable to think of.

I tried to pass a variable for rundate in SP which will store the date I need dynamically and check in the report to see sysdate/current passed in BOE matches to the rundate the report should kick off...

Thanks,
RR






 

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