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Bettina Schmoll
bettina.schmoll@bi4controlling.solutions
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OneDesk - Supportsystem
Published May 13th, 2025 by Bettina Schmoll
Inquiries should be sent via email to our support address support@bi4controlling.solutions . An internal ticket will be created in our support system for each email. You will also receive a response with a brief overview and the ticket number created. Access to our new support system: You can also log in directly to our new support system to view
User setup
Published May 13th, 2025 by Bettina Schmoll
1.GENERAL The permissions for analysis on the Web Client can be set over 2 levels. 2. PERMISSIONS for REPORT SELECTION 2.1 Basic concept Multiple reports can be grouped into a report group. (e.g., reports 1 and 2 belong to report group A.) A report can only be assigned to one report group. Each user can be assigned any number of roles. (e.g.,
allocations
Published May 13th, 2025 by Bettina Schmoll
1. General Allocations can generally be made in actual figures, in special cases in budget figures or in data tables, and are usually posted in the financial postings. It should be noted at the outset that each allocation is primarily a posting in the Controlling module, i.e. the allocation is generally not posted back to the financial accountin
Creation of input reports
Published May 13th, 2025 by Bettina Schmoll
BI4-Controlling Creation of simple input reports Table of contents 1. General . 3 2. Requirements . 3 2.1. Decision-making for storage . 3 3. Creating an input report/data table . 4 3.1. Display rows for all master data . 6 3.2. Show columns for empty outline areas . 7 3.3. Application example “Recording
Using Flex parameters
Published May 13th, 2025 by Bettina Schmoll
1.General In the system, Flex.Parameters represent a cross between a data table and a dimension. Depending on their use, data can be stored in them and then read out at a later time – similar to a data table – for further calculations. On the other hand, the data can represent certain master data – similar to a dimension – that can also be retriev
Placeholder for date functions
Published May 13th, 2025 by Bettina Schmoll
1.General For labeling rows and columns, as well as for displaying different date ranges, the system contains various variables that serve as placeholders for the respective date. These are listed here according to their return value. Columns and rows can also be combined to label them. Please note that all placeholders enclosed in square brackets [
Column and row groups
Published May 13th, 2025 by Bettina Schmoll
What are column and row groups used for? Column and row groups can be used to accomplish various tasks: Create different views of the same report Make certain data in the report accessible only to a limited group of users Linking multiple columns for a common structure Column groups Settings in the Column Groups section The column groups are defined
Expert Settings Quick Reports
Published May 13th, 2025 by Bettina Schmoll
1. Create columns/rows: Under Configuration in the Web Client, you'll find the following menu. Clicking the Report Design button takes you to an overview where you can create amount types/formulas and dimensions. The amount types appear in the Quick Report as a selection for columns and the dimensi
Alias Group
Published May 13th, 2025 by Bettina Schmoll
Where should the planning versions be set: To set up report versions, go to the configuration and click on the Template Definitions button: In this overview you will always find two related entries for setting the versions and display in the report → e.g. BUD-FC and BUD-FC-DEFAULT: The versions with all settings are stored under BUD-FC and the
Dimension mapping
Published May 12th, 2025 by Bettina Schmoll
1.Dimension setup In the WebClient you will find the Configuration button. After you click on Configuration, the following overview window opens: If you click on Dimensions here, you'll be taken to the dimension overview . Here you can select the dimension you want to assign to.First click on the dimension row and then on Dimension Entries. Now
Use of batch jobs
Published May 13th, 2025 by Bettina Schmoll
1. General Batch jobs are the easiest way to run tasks according to a specific pattern. This could involve importing data from different tables in a specific order, or completely automating recurring tasks, such as creating and sending a specific report at a specific time. Such a batch job can therefore take on many different tasks. The name batch
Report formatting Web & Excel
Published May 13th, 2025 by Bettina Schmoll
1.General To ensure the report data is presented attractively on the web and in Excel, there are various independent formatting settings. These can be entered per column, per row, and even per individual cell. Since the desired result – especially with Excel export – is not always achieved on the first attempt, a check in Excel is essential. 2. Fo
Dynamic structure
Published May 13th, 2025 by Bettina Schmoll
BI4-Controlling short documentation on dynamic structuring Setting the dynamic structure in the report schema To get a dynamic outline, you must first define the outline in the report schema under Display in the Dynamic Outline Index Definition field. MAIN is used here for the main level / main group -> 5. Personnel expenses MAIN.SUB is u
Formula collection
Published May 13th, 2025 by Bettina Schmoll
BI4-Controlling formula and reporting functions Generally For calculating, transforming, and manipulating values and text, as well as implementing logic sequences, several functions, many of which can also be found in Excel, have been incorporated into the system. These are listed below according to their functional purpose. Multiple functions c
Data import basic info
Published May 12th, 2025 by Bettina Schmoll
1.General When analyzing and evaluating data, it may be necessary to access data from other systems. This can be data from other databases or retrieved via Excel files, text files, and XML files. This data is imported in the same way as data transfer from an SQL database and stored in the corresponding data tables. 1.1 Where can the data imports b
Creation of dimensions, data tables and extended amount types
Published May 12th, 2025 by Bettina Schmoll
1.General The most fundamental elements of any BI system are the fact tables and the dimensions. The fact tables contain the data to be prepared and analyzed. The dimensions, on the other hand, are, if you can call them that, the properties assigned to a data set and based on which the data sets can be evaluated. Without them, the data tables would
Quick reports
Published May 12th, 2025 by Bettina Schmoll
1.New Quick Report 1.1 Getting started with the configuration: In the configuration you can create a new report directly via the menu item Report Design by clicking on the button New Quick Report 1.2 Access via the web client: If you are in the Web Client, you can create a new report directly using the New Quick Report button. Or if you ar
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