About Bursting

Using Bursting you run a single report or book for more than one member of a single dimension for one data source, and publish output for each member.

When bursting a report or book, you can publish to either PDF or static (not refreshable in Smart View) Excel workbooks

Using Bursting, you can send an email with the published output files attached to a specified recipient list. You can also save the published output files to the Library. You can also both email and save the published output files to the Library.

In Narrative Reporting deployments, the Scheduling feature is not supported via the Narrative Reporting Web User Interface; however, you can perform scheduling tasks via EPM Automate commands.

In Oracle Enterprise Performance Management Cloud deployments, scheduling for bursting definitions is done via the EPM Cloud Platform Job Scheduler.

Let’s consider an example of how Bursting can run a Report or Book for two entities, such as New York and Houston, publishing to output.

• You want to send the output file for the New York location to the specific email recipient [e-mail].

• Similarly, you want to send the output file for the Houston location to the specific email recipient [e-mail].

• You can save the generated output files into the Narrative Reporting Library, and based on the user permissions, you can view or access the published output documents.

You can configure success and failure notification emails to send details of the bursting execution status.

You can use a Targeted Distribution File, which 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:

• Send the output files to system users and groups, as well as external email addresses.

• Set the Library access permissions for the system users and groups.

You can generate the Bursting output in three ways:

• You can use a Targeted Distribution File (CSV) to send separate emails and Library access permissions for each member’s output file.

  
  
  

• You can select the Send all generated reports in a single email option from the Email channel, and the Targeted Distribution File is not used.

  
  
  

• You can define the Bursting POV Dimension to None. This will enable you to send a single output file to email to specified users, and publish the output file to the Library.

  
  
  

Using a Targeted Distribution File with Email Channel Enabled

Let’s consider the first use-case, after selecting the Targeted Distribution File, and choosing the Email only.

The following image is the Targeted Distribution file.

The Bursting POV Dimension has members selected.

A separate Email is sent for each member output.

Using a Targeted Distribution File with Library Channel Enabled

Let’s consider the second use-case, after selecting the Targeted Distribution File, and choosing the Library only.

The following image is the Targeted Distribution file.

The following image shows the Bursting POV Dimension has members selected.

The following image shows the output files in Narrative Reporting Library.

Using a Targeted Distribution File with Both Email and Library Channel Enabled

Let’s consider the last use-case, after selecting the Targeted Distribution File, and choosing both the Email and Library options.

Note: If both Email and Library channels are selected, you can select both Send all generated reports in a single email, and Assign permissions to the generated reports with Distribution List and User List defined, and vice versa.

Option 1: Select both options: Send all generated reports in a single email, and Assign permissions to the generated reports with Distribution List and User List defined.

In Email, select the Send all generated reports in a single email option.

In Library, select the Assign permissions to the generated reports option.

A single email is sent for all members.

The output reports are located in the Narrative Reporting Library.

The user’s permissions are set for all the output files.

Option 2: Select the Assign permissions to the generated reports from the Library channel with Distribution List and User List defined.

You don’t select the Send all generated reports in a single email from the Email channel, but you define all other options such as Attachment Name and Bursting Email.

Option 3: Select Send all the generated reports to all recipients in a single email from the Email channel, and you define the Distribution lists.

You don’t select the Assign permissions to the generated reports from the Library channel, and you define all other options such as Artifact Name, Root Folder, and Users List.

For more information, see the following videos and tutorials.

• Watch this overview video, you’ll learn more about the Bursting.

  -- Overview: Bursting in Narrative Reporting for Targeted Reporting and Distribution.

  This video orients you with bursting, a new capability enabling you to quickly run financial or management report or book for multiple members in the same dimension, publish the output for each member as a PDF, and distribute the PDF to different recipients by email or publication in the library.

• Watch this tutorial video, you’ll learn how to create a Bursting Definition.

  -- Creating Bursting Definitions.

  You learn how to create bursting definitions, which define all the required selections and settings to generate and distribute PDF output of a report or book with the desired POV member selections.