Budget and performance report

building reports webintelligence
1

Hi,

I’m new to webi.
Please tell me the most suitable approach for comparing budget and performance on webi report.
Each approach has good points and bad points?

Environment : BO XI 3.1 webi
Requirement : Comparison of budget and performance on one report.
Precondition : Data granularities of budget and performance are different. Budget is monthly data. Performance is daily data.
Comparison is executed with budget and summarized monthly performance data.

#Approach1:
-DB layer
create each fact table of budget and performance

-Universe layer
create one universe from above fact tables.

-Report layer
create webi report from universe (summarize performance to monthly data)

#Approach2:
-DB layer
create each fact tables of budget and performance on database
create view or one table from above fact tables on database (summarize performance to monthly data)

-Universe layer
create universe from above view or table

-Report layer
create webi report from universe

#Approach3:
-DB layer
create each fact tables of budget and performance on database

-Universe layer
create derived table from budget and performance (summarize performance to monthly data)

-Report layer
create webi report from universe

Thanks,

hirohiro (BOB member since 2009-06-22)

2

Hi,

Approach 2 looks optimal in the current scenario.
As the data is to be shown at month granularity and summarized Performance data will be kept in database, so a significant time will be saved while refreshing the BO report.

Thanks,
Feroz

Feroz (BOB member since 2007-03-28)

3

hi!

I suggest try to use Crosstab Report on webi with that scenario.

row will be------------------[M_O_N_T_H_]
columns are [dimension]–| [measure] | [measure] |
…---------------|\\\\\\\| //////////////|
…---------------|\\\\\\\|///////////////|

with this you can compare the budget and performance.
BTW: the granularity of performance data will be automatically aggregated monthly…so you will have the summarized monthly performance data.

Hope this can help :mrgreen:

Thanks and Regards!
MeZ :wave:

mez19 (BOB member since 2009-08-10)