How do I create a data entry form that recurs monthly? (PerformancePoint Server)

You can use PerformancePoint Add-in for Excel to design forms that contributors can use to submit data to your organization's financial databases. Then, after you create the form, you can use process scheduling in PerformancePoint Planning Business Modeler to create and track data-submission with an assignment. You can even define a recurring cycle (daily, weekly, monthly, and so on) for the assignment so that it automatically recurs on a regular basis.

The first step is to create a data entry form in PerformancePoint Add-in for Excel. Next, create a cycle using Planning Business Modeler. Then create an assignment in Planning Business Modeler.

Create a data entry form

About forms and reports

You can use PerformancePoint Add-in for Excel to design reports and forms in Microsoft Office Excel that provide access to your financial databases.

Important considerations to remember when you design forms and reports include the following:

  • A PerformancePoint Add-in for Excelreport is an Excel spreadsheet that presents data from PerformancePoint Planning Server databases. Users can only view the report; they cannot enter data into the report.

  • A PerformancePoint Add-in for Excelform is the same as a report, except that users who have appropriate permissions can enter data into the spreadsheet, and then submit that data back to the Planning Server databases.

  • By default, PerformancePoint Add-in for Excel is configured to create and view a report. This topic explains how to create and publish that report as a form.

  • Each user has data access permissions that determine which data appears in a form or report. Different users might see different data when they open an assignment.

  • Users can view the forms that you design and create in PerformancePoint Add-in for Excel by using Excel. When users open the form, it connects to Planning Server and loads the appropriate data from the financial databases into a standard Excel spreadsheet.

Create a data entry form

Use the Authoring pane of PerformancePoint Add-in for Excel to create a data entry form.

Create a cycle

What is a cycle?

Managers use process management cycles to define a particular set of related business processes that occur within a particular span of time and use a particular slice of data in a model. When you associate a cycle with a model, the cycle restricts the data that is submitted to the selected model. To further restrict the scope of the data entry, you can specify a Time range and a Scenario users must adhere to when they enter data. The data entry scope of a given cycle restricts all assignments and jobs within that cycle.

A cycle might be a one-time occurrence, or it might be scheduled to recur repeatedly. Recurring cycles can run at predefined intervals over a span of time or for a specific number of instances. Any assignments or jobs in the cycle definition run with each occurrence.

You can configure the CurrentPeriod model property to make your cycles dynamic with respect to Time. When you create the cycle, you can use CurrentPeriod references to determine the range of Time that users can enter data. Each time the cycle occurs, the software checks the value of CurrentPeriod at that time and opens the correct range of Time for users to enter data. This enables you, as the modeler, to control the data entry scope for one or more cycles by changing the value of the CurrentPeriod model property instead of modifying or recreating the cycles.

When you use the CurrentPeriod property, you can express the start and end dates of the cycle as a value relative to CurrentPeriod. For example, you might choose the CurrentPeriod as the start of your cycle and CurrentPeriod + 3 for the end of the cycle. If the CurrentPeriod of the model is set to September, then users could enter data from September through December.

Note: The value of CurrentPeriod is determined by the lowest level of granularity in the Time view that is associated with the model. For example, if a model’s lowest level of granularity is one month, then the value of CurrentPeriod is one month, and“CurrentPeriod + 1” would represent CurrentPeriod + one month.

Before you create a cycle

Before you can define a cycle, make sure that you complete the following tasks:

  • Prepare the data that the cycle requires. For example, run business rules to seed and allocate.

  • Define the security role for each user who will participate in the cycle.

  • Gather the following information:

    • The name of the model that accepts data from the cycle.

    • The name of the Scenario dimension member that accepts data from the cycle.

    • The members of the Time dimension that the cycle submits to the model.

    • The start date and time that users must begin to submit data.

    • The end date and time that users must stop submitting data.

    • The data entry forms that participants will use in the cycle.

    • The user names or business roles associated with each functional role: contributor, reviewer, and approver.

Create a recurring cycle

Use the Create a cycle wizard in Planning Business Modeler to create a recurring cycle as explained in the Create a recurring cycle topic.

Create an assignment

What is an assignment?

An assignment is a data entry task within a cycle that is assigned to one or more users. A user's assignment task might be to contribute data by using a data entry form or to review and/or approve the data that contributors submit. Planning Server form assignments appear as worksheets in PerformancePoint Add-in for Excel. The software routes the assignments to the appropriate users who add the requested information and submit it to the computer that is running Planning Server. Each assignment has a start date, submission and approval deadlines, and a submission, review, and approval process. Together, assignments, jobs, and processing requirements are called a cycle.

Create an assignment

Use the Create an assignment definition wizard in Planning Business Modeler to create an assignment as explained in the Create an assignment topic.

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