Creating batches and bursting them in EPM Workspace

In this tutorial, we will create Batches in EPM Workspace which we can schedule to burst as needed. I have divided the tutorial in two parts.

1.       Creating batches.

2.       Scheduling the batches to run

Creating batches

Provided you are logged in to Workspace as an ADMIN user.

File -> New -> Document

Choose the RADIO-BUTTON “Batch Reports for Scheduling.” NEXT (buttom right)

Choose the Financial Reporting Documents (reports) that you would like to include in the batch on the left hand side. You can use SHIFT or CTRL keys to select multiple documents.

When you are done selecting, click the blue arrow (>). The selected reports will move to the “SELECTED ITEMS” window on the right. In this example, there are only Financial reports that are included, however, we can included Books as well. If you would like to include books, click on the “TYPE” drop-down in the above screen and you can choose “Financial Reporting Book.”

Click FINISH. 

SAVE. You can do File -> Save or Save As OR Click the SAVE button.

Scheduling batch(es) to run

Go to the folder where you have the batch file (SAMPLE_BATCH file), in this example. Double-click it.

Edit – Schedule Batch

The following box pops up. Click NEXT

Click NEXT again.

Type in Logon credentials. Click OK

On the following screen, under “Frequency” drop-down, select “Perform Now” or choose the one as per your requirement. Fill other fields accordingly. NEXT.

In the following window, under Destination, you can choose the folder where you would like to output the reports after the burst. If you want to give a path, check the “In another folder” radio button and browse through the folder.

You see the “FILE PERMISSION” tab on the top right corner which can be used to give permission regarding which users are able to view the reports. “EXPORT AS….” Can be chosen as to what types of files you want to create during the burst. Click NEXT.

The following is the last screen that you will see during the process where you can click FINISH in order to finish the process.

In this section, there are fields that you can fill out, such as “If successful, email details to” “in unsuccessful, email details to” etc. You can use these fields as per necessity or your job or organization requirements for notification purposes.