•Suppressing Warning Messages
•Scheduling a BI Query
•Report Formats
You can schedule saved BI queries to run once on a specific date/time or on a daily, weekly or monthly basis.
Suppressing Warning Messages
Warning and information messages that are generated during the BI process can prevent the scheduled results from being emailed.
For example, when executing a BI query where more than one row will be displayed in the result output, warning Message #4276: The members you have selected (listed below) can return more than one row. To have only one row returned you will have to select a primary member. Continue? appears.
Because the message prompts the user to either accept or decline the action and no response can/will be given, the scheduled query will not execute. You can prevent the pop-ups by suppressing Warning Message #4276 for the role that is used to run the scheduled BI.
Scheduling a BI Query
To schedule the run of a saved BI query:
1.Open Business Intelligence and Reports from the Desktop.
2.Select the Business Intelligence tab.
The Business Intelligence|Search page appears.
3.Search for and select the business intelligence (BI) query that you want to work with.
The Business Intelligence|Results page appears.
4.Expand the Save Lists and Extracts section.
5.Expand the Schedule Saved BI section.
6.Select an output type from the 'Target' dropdown:
Email
Email the report/extract to multiple recipients in multiple formats at once.
a.Email Address: Enter the email address of the recipient.
b.Email Subject / Email Message: Enter a subject and message, respectively.
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Information
When emailing an HTML report links and images will not function.
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c.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to a specified server.
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
d.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display  instead, allowing you to verify the URL
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Print the report/extract to a local or network printer.
a.Printer: Select a printer.
b.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to an FTP site with secured/encrypted delivery (SFTP).
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display instead, allowing you to verify the URL.
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7.Select when you want the query to be run:
Execute Now
The 'Scheduled Time' and 'Start Date' fields appear.
a.Scheduled Time: Select the hour and minute that you want the query to be run.
b.Start Date: Click  to select a date when you want the query to be run. |
The 'Scheduled Time', 'Start Date' and 'End Date' fields appear.
a.Scheduled Time: Select the hour and minute that you want the query to be run.
b.Start Date: Click to select a date when you want the query to start running.
c.End Date: Click to select a date when you want the query to stop running. |
The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Week' fields appear.
a.Scheduled Time: Select the hour and minute that you want the query to be run.
b.Start Date: Click to select a date when you want the query to start running.
c.End Date: Click to select a date when you want the query to stop running.
d.Day of Week: Select the specific day of the week that you want to run the query on. |
The 'Scheduled Time', 'Start Date', 'End Date' and 'Day of Month' fields appear.
a.Scheduled Time: Select the hour and minute that you want the query to be run.
b.Start Date: Click to select a date when you want the query to start running.
c.End Date: Click to select a date when you want the query to stop running.
d.Day of Month: Select the specific day(s) of the month that you want to run the query on.
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Information
To execute the query on the last day of the month, select Last.
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8.Click 'Update Changes'.
A window confirms that the query was updated.
9.Click 'OK'.
Report Formats
While selecting a report’s output, you can also choose the report’s format:
•AVDOC: Formats the report as a PDF (portable document format).
•CSV: Formats the report as comma separated values (CSV). This allows you to view the report in programs like Microsoft Excel.
•HTML: Formats the report as hypertext markup language (HTML), the standard markup language for creating website and applications.
•application/JSON: Formats the report as JavaScript. This allows you to more easily consume report data for dashboards, data warehouses or other sites or system functions.
