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PBCS - automate the download of FR reports or of dataforms

User_KJ78AMar 12 2020 — edited Mar 13 2020

Dear All,

I'm working on PBCS and my purpose is to automate (via epmautomate) the download (pdf,excel) of a pre-built Reporting Studio report or of a dataform.

Let me try explaining it in a better way.

  1. On a monthly basis, Data are extracted from HFM (on premise) in a txt/csv file. After that, with a powershell script data are uploaded into PBCS via epmautomate. EPM automate runs a load rule in Data Management. Some clear and aggregations run as well.
  2. Once data are in PBCS, I would like to check that what I've uploaded matches with what I have in HFM. I know that here are some reports I can extract from Data Management but they don't have the format I need.
  3. I need to check not only the leaf members that I have uploaded but also some aggregated amounts.

In order to check data, I'm thinking to build a Reporting Studio report or a simple data form. However, it would be great If i could extract the Reporting Sudio report or the data form within the same procedure I described you above. The extraction should follow the uploading process.

Possible solution I've found so far:

  • Regarding reporting studio I haven't found nothing that allows me to download reports via epmautomate; there's only the batch via workspace but my need isn't to schedule the export. I want to get it after the upload.
  • Regarding data forms, I think I could try something with VBA, start a connection there, open the form and then retrieve data and then via powershell save the excel file. But, could I start the VBA connection via powershell?
  • a third way (that I don't like at all) is: 1) extract a data file with dataexport and then upload the csv into excel and after run a macro VBA to clean the excel file removing the dimension that I don't need in the report.

Do you have any comments or ideas on how to achieve this result? Am I looking for something not feisable?

Thank you in advance guys

Bye

Maurizio

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