Watch this video to learn about scheduling the documents.
When defining a schedule, you can move to specific sections through two tabs and the corresponding menus:
- The General tab contains the generic sections that define a schedule, like the schedule’s destinations and recurrence, its attached events,…
- The Report Features tab contains the sections specific to a Web Intelligence document. Formats, Prompts and Delivery Rules are available.
General: Destinations
You can schedule a document instance to be sent to a specific destination:
- BI Inbox
- FTP Server
- File System
- Google Drive
- Microsoft OneDrive
General: Recurrence
The recurrence pattern defines how often you want the SAP BI Platform to run a document:
| Option | Description |
|---|---|
| Now | Immediately runs the document once. |
| Once | Runs the document once at a specified time. If you schedule a document with events, it will run once if the event is triggered between the start and end times. |
| Hourly | Creates an instance every N hours and X minutes between the interval of dates you specify. |
| Daily | Runs the document once every N days between the interval of dates you specify. The first instance will be created at the specified start time, and instances will be created every N days at that time until the document stops running at the specified end time. |
| Weekly | Runs the document each week on selected days between the interval of dates you specify. The first instance will be created at the specified start time, and instances will be created each week on those days at that time until the document stops running at the specified end time. |
| Business Hours | Runs the document at a specific interval, every N hours, between a start and end time. You can also specify whether you want the document to run every day of the week, or on specific days, and set dates between which the document you run regularly (between February 13th 2020 and June 12th 2020 for instance). |
| Monthly | Runs the document once every N months between the interval of dates you specify. The first instance will be created at the specified start time, and instances will be created every N months at that time until the document stops running at the specified end time. |
| Specific Day of a Month | If set to Day of the month, creates an instance each month on the specified day, at the specified start time. The first instance will be created at the specified start time, and instances will be created on the specified day of each month at that time until the document stops running at the specified end time. If set to Week-day of the month, you can select a specific day the of week in the month (for example, the first tuesday of the month, the third monday of the month and so on). |
| Calendar | Creates an instance on each calendar date you specify at a specified start time. |
Report Features: Formats
When you schedule a document you can save an instance in the following formats:
- Web Intelligence: .WID
- Microsoft Excel - Data: .XLSX
- Microsoft Excel - Reports: .XLSX
- Adobe Acrobat: .PDF
- Comma Separated Values (CSV) - Data: .CSV
- Comma Separated Values (CSV) Archive - Reports: .ZIP
- Plain text: .TXT
- HTML archive: .ZIP
Procedure: To Schedule a Document
Follow these steps to schedule a document:
- Browse to the document you want to schedule using either the Recent Documents tab, the Documents tile, or the Folders tile.
- Choose More Actions.
- Choose Schedule.
The Schedule screen appears.
- Select the options as appropriate on both the General and Report Features tabs.
- When you have entered all the required information, choose Schedule.
