2016-03-30 - 26159 - Spec - Regional report creation #RegionalReporting
SPECIFICATIONS
26159-Regional report creation
Purpose
Need to regionalize(Emerging APAC and Emerging Latin America) EPM scorecards in local currency.
Admin Info
Purpose
|
Need to create the regional versions for EPM(Emerging Latin America & Emerging APAC).
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Requested By
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Jack Mehltretter
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Spec Created By
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Venkateswara Reddy D
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Spec Created Date
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03/30/2016
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Spec QA by
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Uday Kumar P
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Objects
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All EPM Reports & Corresponding BEx Queries
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Document Status
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Complete
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Estimates
SNo
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Activity
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Estimation in Hours
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1
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Research
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08
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2
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Documentation
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08
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3
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Development/ Config
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30
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4
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Unit test in DEV
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10
|
5
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Unit test in QUA
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10
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6
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Error Fixes
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240
|
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TOTAL
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306
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References
Prior Tickets
None
Documents
The list of reports regionalized is attached here for reference:
EPM Validations.xlsx
Spec Changes
SNo
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Change Details
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Requested By
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Requested On
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Notes if any
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01
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Need to restrict sales org to respective regions to show budget values correctly.
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Saravanan Lakshmanan
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04/12/2016
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Email
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02
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Need to fix the Global & Regional versions for any issues found during detailed validation.
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Saravanan Lakshmanan
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04/20/2016
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Email
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03
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Need to change formula for Japan Region BEx Queries & Description for EMEA Region.
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Saravanan Lakshmanan
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04/27/2016
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Email
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Functional Requirement
Purpose/WHY:
Need to develop regional versions for EPM reports and SA115 regional reports(Emerging Latin America, Emerging APAC).
Need to fix the Global & Regional versions for any issues found during detailed validation.
In Scope:
EPM reports and their regional versions.
Out of Scope:
Reports other than EPM scorecards.
Solution Summary
BEx Query Changes:
1. Need to restrict sales org for both Emerging Markets & Emerging Japac regions to split the budget values.
2. Need to create a new transport request and collect the necessary changes into it.
3. Need to change formula for Japan Region BEx Queries.
4. Need to change description for EMEA Region for Sales Manager & Sales Rep.
Crystal Report Changes:
1. Need to update all EPM reports with corresponding regional BEx Queries.
2. Need detailed validation of EPM Global & Regional reports with BEx queries and fix the issues.
Solution Details
BEx Query Changes:
1. Need to restrict sales org for both Emerging Markets & Emerging Japac Regions to split the budget values.
2. Need to create a new transport request and collect the necessary changes into it.
3. Need to validate BEx queries once queries get moved to production.
4. Need to change formula for Japan Region BEx Queries where currently it is showing YTD Revenue and it should be updated to display MTD Revenue.
5. Need to change description for EMEA Region for Sales Manager & Sales Rep .
6. Need to create a new transport request and collect the necessary changes into it.
Crystal Report Changes:
1. Need to update all EPM reports with corresponding regional BEx Queries.
2. Need detailed validation of EPM Global & Regional reports with BEx queries and fix the issues.
3. Need to do required formatting changes as per report requirement.
4. Need to check with all EPM reports to display their local currency as target currency.
Issues
No Budget data is displayed for Sales Manager and Sales Rep, since the budget is not maintained for these objects.