A Reporting Requirements Template can be created easily in Excel 2007 using the “New” option. It is important to note that if you have not already created a template in this application, you will have to do this first. This is because it cannot be done from the previous versions as there are many different document types for reporting. You must choose the correct document type or KPI. This means that you have to identify the data sources.
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In most cases, the data sources can be the KPI’s or the business intelligence reports of your organization. In order to create a reporting requirement template, you need to select the necessary data sources in the drop down menus. After this, the other options for the customization should be selected such as colors and style. To finish this, click on the “Save to Report” button to finalize your report.
Now that you have created the template, it is important to test it out first by creating a simple test report. In order to do this, select “Show All Notes” in the drop-down menu of the “Data Sources” in the Reporting Requirements Template. If everything goes well, then it is recommended to create a final report which will be used by all business users for reporting requirements gathering. Once all users have access to the final report, the information contained in your Excel 2007 report will be automatically replicated in the KPI’s and business intelligence reports of your organization.
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After the testing phase, see whether the information you reported in the Excel report is accurate. You can do this by using the “Forecast” option from the main menu of Excel. By activating the “Forecast” function, you will be able to see whether the forecast data was able to match the current information that was entered in the Data Warehouse. Also, you will be able to see whether the forecast data was able to match the historical data that was in the Data Warehouse.
The third stage of testing is to compare the accuracy of the predicted result against the actual one. For this, you need to open a new file and copy all the required columns for your business intelligence requirements functional requirements document template. Now copy the columns that are used in the business intelligence reports that you create for reporting. After this, right click on the column that is linked to the user interface data source. You will see a drop down menu. Choose “requisition id” and you will get the user id for the requisition.
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Open the new file and enter the values that are required in the Requisition ID column. Save the file as a normal text file and then convert it to an Excel format file. Compare the predicted value with the actual one. You will now be able to view the differences between the two data sets. You should also make sure that there are no other errors in the data warehousing requirements.
The fourth stage is to analyze the collected data. The users will not be able to do this if they cannot access the file that they need. The users will be able to access the file if they can upload the file through an internet connection. There are many websites that allow the end users to upload the files online. The users can collect business intelligence data warehouse that is required for reporting requirements.
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Open the Microsoft Dynamics GP Project and click on the button called “reporting”. Now select the column in the data source and click on “next”. If the text box of the report contains any cell formatting options, use the ones that are available. For more help on understanding the data source and the report requirements, the users can take the help of the web-based Microsoft Dynamics GP project management tool.
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