The ability to publish and schedule reports according to one’s profile is an important feature that we have in Business Objects. For example, if I am a plant manager for a the West Region and want to receive a daily report on work quality, it would be very beneficial if I can receive a report in my inbox daily that only contains results for the West Region. This would save me the hassle of manually running a report each day and manually entering in my parameters, which is cumbersome.
Jun 15, 2017 - In SAP BI 4.2 SP5, the following enhancements have been added to Web Intelligence Interactive Viewer. Years in Efashion.mdb span from 2014 to 2016 now;; New Web Intelligence. You can lock a universe in the BI Platform repository. Click Preview to get a few statistics on the sampled dataset.
In this tutorial, we will walk through step by step on how to schedule and burst a Web Intelligence report as well as creating user/group profiles. Part 1 Let’s create a simple cross-tabbed report using the eFashion Universe As you can see we use the months as columns, the states as rows and Sales Revenue as the measure. In addition we will insert a Year Query prompt. I wanted to pop in the Year prompt to highlight 2 very important points that you must be aware of. On our profiles, we can only filter based on selected dimensions. Remember that you cannot create a profile parameter based on a query prompt.
Many people forget this and wonder why their profile parameter isn’t working. When we reach the profile creation step I’ll remind you again. Unfortunately, scheduled reports cannot insert dynamic values into the query prompt.
Hopefully SAP reads this so they can fulfill this long awaited enhancement, since many people I know complain about this limitation. There are ways to work around this issue but is out of our current scope. Part 2 This stage involves setting up the profiles that we will use in our publication. Basically what we want to accomplish here is the following: 2 groups: US West Sales Team - filters report on Western States US East Sales Team - filters report on Eastern States 3 Users: Users will be inside either US West or US East and will filter again depending on what months they should be able to see.
Month1-6East Month7-12East Month1-12West I’ve already setup the users and groups in this example so if you want more information on setting up user/group rights and content management please read the following posts: First let’s create a State profile that filters on your state object. In the CMS, go to the profiles section and click on the Create new profile button. Name the profile “State Profile” Right click on your newly created profile, Select Profile Targets Click the Add button Select the appropriate Efashion Universe and the State object Now we will create the 2 region groups.
First click on Profile Values and then click on the Add button Next click on the Choose button beside the User/Group to select the appropriate user group On the Group selection screen, select “US East Sales Team”, press the “” button. Then press the “OK” button. We can now add all the Eastern States. To do this, type the State name and press the Add button, one at a time until you have the list of all Eastern States built.
When you are finished, press the OK button. Then we need to build the US West Sales Team. Click on the Add button and follow the same steps as what we did for the US East Sales Team group. When we are finished adding the US West Sales Team Profile values, it should look like the image below. Next create a Month profile and set it up the same way as the State profile. Create your Profile Target and add the 3 users and setup the Profile values appropriately At the end, the Profile Targets and Profile Values for the Month Profile should look like the following screenshots.
Part 3 The following section involves setting up the publication. You can either create a publication in CMS or Infoview.
In this example we’ll create it in the CMS. First we’ll navigate to the folder where I’m going to create the publication. It’s best practice to come up with a organized publication structure if you have many different types of publications. Right click on the folder where you want to create the publication. Select New - Publication Name your publication Select the WEBI that we created in Step 1 as the Source Document For the Enterprise Recipients we want to add the US West and US East groups Select the 2 groups and then press the button We can skip the Dynamic Recipients section as this is used mainly for Crystal Reports, which will be covered in a future post. On the Personalization section we want to add the profiles that we created in Step 2 as part of the Global Profiles. Note: We don’t use Local Profiles here, however if we do want to use Local Profiles, you can setup a profile that only has Profile Values and no Profile Target, and use those values here instead.
Also Note: Important reminder that profiles can only filter on dimensions existing in the report and not the Year query filter prompt that we created! In the Format section we can select the type of format we want to distribute the report in. In our example we will distribute the report to our users in PDF format. There are a variety of destinations that we can burst the report to. The most popular options are Business Objects Inbox and Email. In our example we will burst to the Business Objects Inbox.
Now we can setup the scheduling portion by going to the Additional Options section. On the Prompts section we will select 2004 for the Year.
Remember that this can only be a static value unfortunately. Next we will set our report to burst daily at 6am. The last 3 items we will skip, so just click Save & Close. Note: From the advanced section I will be writing a post on Profile Resolution in a later post. Now instead of waiting until 6am next morning, right click on the publication and select Run Now. Note: You’ll notice there’s an option to Subscribe and Unsubscribe from publications.
I’ll be covering the subscribe and unsubscribe conceps in a later post. Verify that each user has the correct bursted report by going to each users’ inbox through the CMC as the Administrator. Great Post David, however, is there any literature that discussing using Profiles for distributing publications through report bursting along with having report or tab filters? For Example, I have a report in which I want to distribute to 4 global World areas and I have configured groups with these profiles to limit by the world area they are in. When I add the profile into the personalization and schedule the report, it does indeed create the reports to the individuals utilizing the World area profile, however it no longer executes the report tabs with the tab filters that are applied. For example one tab is filtered for specific values for some measures and the next tab needs to include these values.
Is there a way to use profiling without losing the individual tab filters within the report? These report filters are not prompts which I realize cannot be used but rather just like dropdown filters. Any ideas would be appreciated. David, We are about to go through the efforts of doing a concept of your publication for our 3.1SP5 system. We are an SAP shop and scheduling is somewhat un-usable because they did not setup proper SNC and SSOTRUST between BOE and the Portal and BW.
They aren’t in the same domaiin and we get expiring tokens from portal, if we were SNC/SSOTRUST then this isn’t an issue. But SNC and domain corrections aren’t planned until our rollout of 4.1 mid next year. My question is, does this method and the publication migrate into 4.1 or are we going to have to re-design the publications in 4.1.
I would hate to have to re-invent the wheel twice, but management is pretty adamant that they want to see bursting in our current environment or if it can be done on manual schedules vice recurring where it fails due expiring before the proposed 2am recurring schedules. I have not set any profile. I want to send just one tab form my Webi to a enterprise user(myself for now). Even though it runs and sends me the file but I always get this message: BusinessObjectsPublicationAdminErrorLogInstance7009628 – Publication ID # 7009628 – An exception was caught while fetching dynamic recipients data. Did you properly configure your publication?
(FBE60311) 2013-12-23 05:59:44,802 ERROR pool-4-thread-1 BusinessObjectsPublicationAdminErrorLogInstance7009628 – Publication ID # 7009628 – An exception was caught while fetching dynamic recipients data. Did you properly configure your publication? (FBE60311) 2013-12-23 06:01:37,052 ERROR pool-4-thread-1 BusinessObjectsPublicationAdminErrorLogInstance7009628 – Publication ID # 7009628 – An exception was caught while scheduling the publication. (FBE60203) 1 recipients processed. Why is this?
What have i missed? I believe i have nothing to do in Personalization tab because i am not applying any filters. Hi David, Thanks for the Post, However currently iam trying to create a publication with the report which is having the prompts. It is like Supplier performance scorecard which should be delivered to individual Supplier. When the report executed it will ask the prompts for the Plant and Supplier, based on the selection the scorecard will get generated for the resepcetive plant and the supplier. I need to send this generated report to the supplier using publication through SFTP server in the PDF format. Could you please let me know how i ca achieve this with prompts for dynamic recepients or if you have already addressed this in any of your previous post please let me know.
Thanks and Regards Srikanth. For a recurring scheduled job that waits for the file based event to occur, is there a way to receive a failure notification email if the file that the report is waiting for doesn’t arrive on that day. I have a webi report scheduled to start at say 9 AM every day when a text file is created on the shared drive. Obviously, I’m using a file based event here to trigger the scheduled job. I have enabled the Notification email setting to receive both the success and failure emails. Since this is a recurring job (scheduled the report to run every day for the next 2 years) the report runs everyday at specified time and looks for the file.
If the file arrives in the specified destination the scheduled job runs for that day and send a success notification email. If the file doesn’t arrive for whatever reason on that day then the scheduled report will not run, but I will not receive a failure email notification either because the report never failed since the expiry date on the report is set to 2 years from today. How do I notify the admins/users so that they know that the report failed to run for that day so that they are not waiting for the report to arrive?
My requirement is that when the file doesn’t arrive after certain time on a given day eg:- if the report instance starts at 9 AM and the file doesn’t arrive by 11 AM then I need to send a notification to the users that the report failed to run. Is this possible? I am not that unfamiliar with Publications as I have done this before but this time I am doing it solely based on an EXCEL document for the Datasource. It has three tabs Summary Detail Lookup With this information a report was created so another tab was added to the BO report In order to help break things out via email(need to use dynamic recipients) I created a section within the created BO Report to be sent out. So far it runs but I get 5 emails instead of just 1? I think its because the lookup tab that has the emails of the report has 5 rows. The report that goes out includes all the data for the person outlined but I want the email to consolidated into just one and not as its currently doing.sending out the 5 emails?!
Any ideas or suggestions is greatly appreciated. Adding Profiles and User Groups to my question Hi David, Currently I have one Profile with two Groups that get one report each for America and Europe regions. Now they want reports separated by Country as well. Example: Region (America, Europe) Country (US, Mexico, Brazil, France, Spain, Italy) So each of my profiles would get a report bursted as follows: Group 1 would get one report for America/US Group 1 would get one report for America/Mexico Group 1 would get one report for America/Brazil Group 2 would get one report for Europe/France Group 2 would get one report for Europe/Spain Group 2 would get one report for Europe/Italy Can you please let me know how to burst a report into more than one level?