1. Creating Analytics for Risk Management
  2. An Example of Creating an Analysis in the BI Catalog

An Example of Creating an Analysis in the BI Catalog

Suppose you want to track overdue assessments.

You need to select columns that identify records of assessments. You also need columns that that provide values to filter those records, so that your analysis includes only incomplete assessments with due dates before the current date.

Create this analysis in the BI catalog because it enables you to specify a relative date. That enables the analysis to add records of assessments that become overdue at any point up to the date you view it.

  1. Open the BI catalog: Navigate to Tools > Reports and Analytics. Click the Browse Catalog button. In the catalog, click New > Analysis.

  2. Under Select Subject Area, select the Risk Management Cloud - Assessment Results Real Time subject area. The analysis opens with the Criteria tab selected by default.

  3. In the Subject Areas list, expand the Assessment Results Real Time > Assessment Details folder. From it, select three columns: Assessment Name, Assessment Batch State, and Assessment Result Due Date. Drag each column to the Selected Columns area, and drop it there.

  4. Hide the Assessment Batch State column: Click its menu (it looks like a gear) and select Column Properties. Select the Column Format tab, click the Hide check box, and click OK.

    You need the Assessment Batch State column so that you can filter by state to include only assessments that are still being worked on. But you can hide the column because viewers of the analysis don't need to see the state values. The purpose of the analysis is to show overdue assessments, so viewers can take for granted that all assessments are at an incomplete state.

  5. Create filters:

    • Click the menu for the Assessment Batch State column, and click its Filter option. In the Operator field of a New Filter dialog, select is not equal to/is not in. In the Value field, insert Rejected; Closed; Completed; Canceled. Then click OK to close the dialog.

      Note that in the Value field, you can expand a list and select values from it. However, some values may be missing from the list. You can also type values directly into the Value field. Use a semicolon as the value delimiter. (For state and status definitions, see State and Status of Records in Advanced Controls and State and Status of Records in Financial Reporting Compliance.)

    • Click the menu for the Assessment Result Due Date column, and click its Filter option. In the New Filter dialog, select is less than or equal to in the Operator field. Expand the Add More Options list and select SQL Expression. A SQL Expression field appears; in it, type CURRENT_DATE. Click OK to close the dialog.

  6. Sort the analysis to arrange records from the oldest overdue assessments to the most recent. Click the menu for the Assessment Result Due Date column. Then select Sort > Sort Ascending.

  7. Click the Save Analysis icon. In a Save As dialog, enter a name, Overdue Assessments, in the Name field and select the folder in which you want to save the analysis. Then click OK.

  8. Click the Results tab to see your analysis. You should see that the assessment name and due date columns are visible but the state column isn't, that assessments appear in date order, and that all due dates are earlier than the current date.