How do I create an agent to deliver the results of an OTBI analysis?

Introduction, title, and music.

In this video, you will learn how to create an agent that will deliver results of a query.

To begin, open an existing Birthday E-mail Analysis.

Start on the Home page in OTBI.

Click the Catalog tab.

Expand My Folders.

Click the Birthday E-mail Analysis.

This lists all of the managers, the employees in their teams, and their upcoming birthdays. In this case, “upcoming” means all employees who have birthdays in the following month. You do not want to send a list of all employee birthdays to all managers. Each manager needs to get the list of workers for their team only.

Highlight each field as they're mentioned in the narration.

To create this agent, return to the catalog and create a schedule.

Click the Catalog tab.

On Birthday Email Analysis, In the More field select Schedule.

Schedule the agent to run on the first day of every month.

Click the Schedule tab.

In the Frequency field select Monthly.

In the On field select Day 1.

Select all 12 months.

You can create a Condition, then test to make sure that the default condition, which tests whether or not there are birthdays for the current month, is true. This works fine.

Click the Condition tab.

Highlight the fields as they're mentioned in the narration.

Click Test.

Click the Deliver Content tab.

Now choose the delivery contents. You can change the format if you want to, but we will leave the device default and move on.

In the Subject field, enter Manager Team Birthday List.

Click the Format drop-down field.

Click to close the Format drop-down field.

We only want to include managers, so remove any recipients and select Get Recipients from the Analysis Used in the Agent Condition. We will use the Manager User Name. We could select a second column containing recipients, but we only want the Managers user name. The user name is pulled from the manager's Connections entry. We only want to see rows that are relevant to the user who is running the agent.

Click the Recipients tab.

If there are user names in the Recipient box, select and delete them using the X icon.

In the Analysis Used in the Agent Condition field select Get Recipients.

In the Column Containing Recipients field select Manager User Name.

Click Only Return Rows Relevant to the User Running the Agent.

Save the Agent.

Click Save.

In the Name field enter Birthday E-mail Agent.

In the Description field enter Birthday E-mail Agent.

Click OK.

This Agent will now run on the first day of every month and deliver the list of birthdays to the managers. Thanks for watching.