Building a universe so the output is used as the distribution.

[dfroggatt]

Hi

I have a report that run once a week for 150 schools in one database. And have been advised that it can be done better and been give the following details on how to do this.

- Create a copy of the report as is with the filters.
- Hide all non-essential parts of the report so that only the school name and email address are visible.
- schedule this report to output to a local file share (ideally on the BI server) daily ahead of the Publication runtime
- Build a Universe over the top of the file location (Excel output)
- As the Excel output will be overwritten each run-time, the Universe will then only display data for those schools that have triggered
- Create a WebI report using this Universe which can then be scheduled also, after the initial output has been created
- Use the WebI report as the distribution list for personalisation of the report publication/burst
- You should then have a publication that only sends to the schools that have been triggered.

Can anyone help with detail instruction on how to do this I have completed all the steps up to creating the universe.

[amitrathi239 · Accepted solution]

You can achieve through this single report.Follow below steps to generate report for schools where data is available.If there is no data for some schools then report will not generate for them.

1)Open the report and in Document summary-> select the option "refresh on open".

2) Purge the data in the report and save it.

3) Create Publication and select the report in source document.

4) in the Dynamic recipients->select the report again and in "recipient identifier required" select School object.Select the option"use entire list".

5) in the Personalization-> select School object in report field and again select School field in dynamic recipient mapping drop down.

6) Select report format in Format tab and destination details in "destination tab.

7) Schedule the Publication and check the files.

With above steps individual school output files will generate only for those have data available.If there is no data available then file will not generate.

[amitrathi239]

I don't understand why you will create universe on top of webi report excel output file.My understanding from your question is you want to burst the main report based on the webi excel output (school name and email address).If this is the case then you can achieve through publication.

If my understanding is wrong then please higlight.

[dfroggatt]

I have been asked to deal with this so my understanding is that the report runs once a week against all 150 schools but in that week only some schools have data for the report so instead of running against all schools we just want to run 1 one report that looks for changes for that week and then list only the schools that have changes and then another report that pulls only the all the change from the schools listed in the first report. If that makes sense.