topic 40 Excel Reports to produce in Product Forum

40 Excel Reports to produce

BernardTheroux — Wed, 17 Feb 2021 20:58:00 GMT

Hi there,

I have 40 reports to produce in Excel with Exact same process just the name of the file to call change.

Some of them are weekly other, daily, etc...

Should I create 40 Schedules? Or get 1 schedule and put all the reports parameters (name of file, schedule (daily, weekly) in a table.

That table would be connect to a loop in a process that would make all the reports for that day and manage all the scheduling of the different reports in a table in a database?

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Bernard Theroux
Programmer
Bell
Montreal
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RE: 40 Excel Reports to produce

SusheelMaurya — Thu, 18 Feb 2021 06:46:00 GMT

Hi Bernard,

Creating 40 schedules is not a good practice. You should create one scheduler and use a business logic in your process to execute the reports according to your schedule type.
Refer to the below table for a sample.
Steps:

Create a master excel file of reports
Get one by one report to loop
Use the business logic based on schedule type, compare the current day value with the "Execution On" value. (refer below table)
If it matches then generate the report else skip

Hope it will help you.

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Susheel Maurya
Team Leader - Process Excellence
Metlife
Noida
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RE: 40 Excel Reports to produce

AndreyKudinov — Thu, 18 Feb 2021 15:28:00 GMT

Blueprism built-in scheduler is just bad and I'd put that logic inside a process itself, but whatever works for you.

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Andrey Kudinov
Project Manager
MobileTelesystems PJSC
Europe/Moscow
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RE: 40 Excel Reports to produce

John__Carter — Thu, 18 Feb 2021 17:25:00 GMT

I wouldn't create 40 schedules either. Using a bespoke calendar (ie days when the report should run) is a possibility to consider. Depending on the complexity and maintainability of the data, you could also adapt Susheel's suggestion by housing the table as structured text (eg CSV or XML or JSON) within an environment variable.

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John Carter
Professional Services
Blue Prism
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