Simple Steps for Creating a Bursting Definition
Table 13-1 How to create a Bursting Definition
Tasks | Perform these Sub Tasks | For More Information |
---|---|---|
Creating a new Bursting Definition |
You can create a new Bursting Definition in three ways:
|
Creating a new Bursting Definition |
Selecting a Bursting Artifact |
You can select either a Report or Book. |
Selecting a Bursting Artifact |
Setting the Bursting Point of View |
You can set the Bursting POV Dimension for a Report or Book. To set the Bursting POV:
|
Setting the Bursting Point of View |
Using the Targeted Distribution File |
The Targeted Distribution File is a Comma Separated Value (CSV) file that defines the list of members to burst on, along with corresponding Email addresses and users or groups for Library permissions. Using the Targeted Distribution File, you can do any of the following:
|
Selecting the Targeted Distribution File |
Using the Legacy Distribution File |
Using the Legacy Distribution CSV file, you can utilize a Legacy bursting CSV file that was previously used in the Financial Reporting. From the Use Legacy Distribution File in the bursting definition, you can upload a Legacy CSV file from Local file system. |
Setting the Legacy Distribution File For more information on the Financial Reporting bursting CSV file, refer to the Hyperion Financial Reporting User's Guide. |
Selecting a Distribution Format |
When bursting a report, you can publish to PDF or static (not refreshable in Smart View) Excel workbooks. You specify a Distribution Format of either Excel or PDF. |
|
Defining Success Notifications |
You can use the Success Notification to notify specific recipients of the successful execution of the Bursting Definition.
|
Defining Success Notifications |
Defining Failure Notifications |
You can use the Failure Notification to notify specific recipients of the execution failure of the Bursting Definition.
|
Defining Failure Notifications |
Configuring the Email Channel for Bursting Definition |
To Email the generated output files, perform these steps:
|
Configuring the Email Channel |
Configuring the Library Channel for Bursting Definition |
To publish the output file to the Library, perform these steps:
|
Configuring the Library Channel |
Managing Users |
In the following configuration settings, you can add or remove the system users, and groups:
Note: For Library channel, you cannot provide an external email address. |
Managing Users |
Saving the Bursting Definition |
Review all settings, make any necessary changes, and then click Save. |
Saving the Bursting Definition |
Working with Bursting Definition Action Menus |
|
Working with the Bursting Definition Actions Menu |
Using Prompts with a Bursting Definition |
You can use a Report or Book that contains prompts. |
Using Prompts with a Bursting Definition |
Using a Bursting Definition with Multiple Data Sources |
You can create a Bursting Definition for a Report or Book that contains multiple data sources. Any common dimensions across data sources are combined so that a single POV selection can affect the different data sources. |
Using a Bursting Definition with Multiple Data Sources |
Reviewing the Sample Bursting Definition Files |
Use the samples as a guideline to create your own Bursting Definition Files. |
Reviewing the Sample Bursting Definition Files |
Set Access Permissions for Bursting Definition |
You can set roles and access for the Bursting Definition. |
Setting Access Permissions for a Bursting Definition |