Scheduling Recurring Jobs using Calendars

Objectives

After completing this lesson, you will be able to:

  • Schedule complex recurring jobs using calendars

Calendar-Based Scheduling

You can address most of your organization's content scheduling tasks with the available recurrence patterns. For example, while there is not a preset recurrence pattern for quarterly, you can easier accomplish this by setting the value for N in the available Monthly option to 3. Sometimes you might need multiple schedules. For example, to run payroll reports semi-monthly on the 15th and final days of each month, you can create one schedule using the Nth Day of Month option and a second one using Last Day of Month.

Calendars make it easy for you to schedule complex recurring jobs efficiently. Calendars allow you to run a scheduled job based on a custom set of dates that are not available with standard scheduling options.

Calendars are useful when you want to run a recurring job on an irregular schedule. Calendars also allow you to create more complex processing schedules, combining special scheduling dates with recurring ones.

For example, to have a report object run every business day except for public holidays, you create a calendar with the holidays marked as "non-run" days. The report object doesn't run on those "non-run" days. The BI platform will run the job every day you've specified as a "run" day in your calendar.

You can set up as many calendars as you want in BI platform. When you apply the calendar to a job, BI platform runs the job on the run dates as scheduled. You can apply calendars to any object that can be scheduled, including report objects, program objects, and publications.

Calendar Date Selection

You can add dates to a calendar using several different formats. You can choose specific dates using a yearly, quarterly, or monthly view of the calendar. Or, you can choose recurring dates using general formats based on the day of the month or week.

Specific Dates

To add a specific date to a calendar, use the Yearly, Quarterly, and Monthly formats.

The Yearly format displays the run schedule for the entire year. The Quarterly format displays the run dates for the current quarter. You can also view the Monthly format for the calendar, which displays the run dates for the current month. In all three formats, you can change the displayed time range by choosing the previous and next buttons.

You can add specific dates in any calendar format by choosing the day that you want to add. If you wish to add an entire week, choose > in the row header for that week. If you want to run the object for an entire column of time, choose the column title.

For example, if your company ships products according to an irregular schedule, you can create a list of these dates in a "Shipping dates" calendar. The Shipping department can now check the inventory after each shipment by calender-based scheduled reports.

Recurring Dates

You can add recurring days based on the day of the week or the day of the month. To view existing run dates, use the Yearly, Quarterly, or Monthly format; the generic formats are used to add recurring dates to the calendar. To add the recurring days, choose By day of month or By day of week and select the days that you wish to add or remove.

Although you can set a recurring schedule that uses the standard scheduling options, calendars allow you to specify several different recurring run patterns at once. You can also run instances on dates that don't follow the pattern by adding individual days to a calendar.

You can create several calendars that give more calendar-based scheduling options.

Create and Apply a Calendar

Log in to track your progress & complete quizzes