Daily Business Intelligence Setup Document

Common Setup for Daily Business Intelligence:

Navigation: Daily Business Intelligence Administrator>>Setup: Global

Set Parameters:

Enable Content:

Click on The Functional Area required.

Click on Implement against the Dashboards to be implemented.

Click Apply.

Disable KPIs :

Deselect Key Performance Indicators not to be used.

Click Apply.

Change Bucket Set Range:

Select the Bucket Set Report to be used.

Add new ranges by using Insert Before or Insert After.

Click Apply.

Create Request Sets:

Click on Generate Request Set.

Give a Name and an Internal Name to the Request Set.

For the Request Set to load the data first time, select CLEAR AND LOAD ALL SUMMARIES. For daily loading of data, select INCREMENTAL LOAD.

NOTE: Create Separate Request Sets for initial load and daily load.

Click on Add Content to add the dashboards to be loaded.

Financials DBI Setup:

Navigation: Daily Business Intelligence Administrator>>Financials: Setup

Select the Dimensions to be mapped to the Master Value sets in GL.

Click on Update.

Enable the Dimension and select the Master Value Set.

Click on Apply to save changes.

Select Ledgers:

Click on Add Ledger Assignments.

Select the Set of Books to be used for Reporting and the Balancing segment if any.

To include all journals, click on Include all Journals.

Click Apply to save changes.

Dimension Mappings:

For each Dimension Mapping Set, select the Segment to be mapped to.

To specify the hierarchy for the dimensions, click on Values and Hierarchies.

For each specified mapping, create or edit the hierarchy for the elements in it.

Specify the top most parent value as Top Node.

For Financial Category mapping, specify the type for the Natural Account Code.

Setup for Manager Reporting in Financials DBI:

Creation of DBI Organization Hierarchy in HR:

Navigation: Global HRMS Manager>>Work Structures: Organization>>Description

Create a Placeholder Organization to generate the Hierarchy as per the Line of Business Hierarchy specified.

Select the following classifications for the Placeholder Organziation:

a)      Company Cost Center

b)      HR Organization

Click on Others.

Select GL Company Cost Center.

Select the Company Value Set and the Company Segment.

Run the request Set Synchronize GL Company Cost Center with HR.

Create the HR Organization Hierarchy for the Organizations generated from the request as per the Line of Business Hierarchy.

For each HR Organization created assign a Manager responsible for reporting.

Select the HR Organization.

Click on Company Cost Center Classification and select Others.

Choose Reporting Information and assign a Manager.

Click Ok when done.

Setup for HR DBI:

Enable Dynamic Triggers:

Navigation: Global HRMS Manager>>Other Definitions>>Dynamic Triggers

Select the Triggers to be enabled and click on Generated and Enabled.

Enable Triggers for all Business Groups:

Navigation: Global HRMS Manager>>Other Definitions>>Functional Area

Select Functional Area as INCIDENT REGISTER.

For all the triggers enable the Business Group.

Purchasing Commodities Setup:

Navigation: Purchasing Super User>>Setup: Items: Commodities

Click on Create Commodity.

Assign the Purchasing Categories to be grouped under the commodity.

Assign the people who are responsible for the commodities.

Click Apply.