Bulk Managing Broadcast Reports

Hello Dennis Tuttle,

My name is Ankit Asati from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:

Ticket Number: #33103
Case Title: Bulk Managing Broadcast Reports

Next Steps and Workarounds:

Please allow us some time while fetch you an appropriate information/solution for your query.

Sincerely,

Ankit Asati

Yellowfin Technical Support Engineer

Hello Dennis Tuttle

Thank you for your patience,

We are still in process of reviewing the details we would like to clarify if by broadcast set to inactive status you mean the status set to paused in the Schedule management page?

Thank you,

Ankit Asati

Yellowfin Technical Support

Yes and no.

Consider this real-world situation:

We get an email from Accounting that the month end close has been finished, they would like EOM reports pushed the next day.

We then edit 50+ schedules to enable delivery for the next day. Not having the schedule editing done in a single location makes the task more difficult, but with proper documentation (checklist) we manage.

The next day after the reports have run we again edit 50+ schedules to pause because we don't know on what day the following month the reports will need to be run.

It would be preferable to have a single action that just does a 'run now' on those 50+ schedules the morning after close.

Then we aren't editing 50+ schedules. Twice.

If that single action sets 50+ schedule status to paused = false, then another single action could set those same 50+ schedule status to pause = true, that would be great. My thought was a SQL script where we could either list the reports by name or have a table of report names to use in a join and update the pause status in that script.

I have the Github sources and access to the Repository now, so I expect I will soon find this answer. If you are able to offer some guidance that would be helpful too.

Thanks,

Dennis

Hello Dennis Tuttle

Thank you for the clarification.

Please allow us some time while we review and update you with the feedback.

Thank you,

Ankit Asati

Yellowfin Technical Support

Hi Dennis,

I’m thinking we could approach this scenario as follows:

1. Configure the broadcast schedules to run daily at midnight, but keep them initially paused. This way, when a schedule is resumed, it will execute on any day, regardless of when the EOM close actually occurs.

2. We can then resume a schedule (or multiple schedules) on required day directly from the config db using a query like:

UPDATE TaskSchedule SET ScheduleIsOn = 1 Where ScheduleUnitId=101442

Here, ScheduleIsOn = 0 will pause the schedule, and ScheduleIsOn = 1 will resume it.

You can adjust this query to update multiple schedules by supplying the corresponding Broadcast IDs as ScheduleUnitId.

3. Once all the broadcasts are sent, we can then pause the schedules so they won’t run again until we resume them the following month.

However, changes made directly to the configuration db are not fully supported. Therefore, I recommend taking a full backup of both the Config db and the root folder of yellowfin before proceeding. After applying the changes, please ensure the application is tested thoroughly.

Please let me know if that helps.

Thanks,

Deepak

Hi Dennis,

Hope you're having a good week.

Just wanted to check-in and see how it's all going. Is there anything you are needing from me to help get this resolved?

Kind regards,

Deepak Chaganti

Hi Dennis,

Hope you're having a good week.

Just wanted to check-in and see how it's all going. Is there anything you are needing from me to help get this resolved?

Kind regards,

Deepak Chaganti

Hello Deepak,

A step in the right direction but I still haven't found how to tie the records in public.TaskSched to each scheduled job. The table include the scheduleunitid and scheduleuuid fields that I believe should point me to another table that identifies each schedule with more descriptive detail.

For example, I will need a single dashboard on multiple schedules, where each schedule will have different distribution and filters. Looking at the schedule management, there is no naming convention to differentiate. I must see the distribution and filters to know which is which.

I have this article that explains adding the filter detail to the email title, so linking to this detail would allow more visibility to which schedule tasks should be included in each query that toggles the ScheduleIsOn status. We have had issues in the past where all or part of the list would have to be resent. Sometimes that is delivery issues or the business realizes they needed to include/exclude transactions and have asked us to resend after corrections were made. They also want the email subject to include the additional text ' -revised' or '-corrected', which currently forces us to edit all the schedules in the system we use now (twice - to add, and then remove afterwards.)

https://wiki.yellowfinbi.com/space/yfcurrent/2204985/Broadcast#Broadcast-BroadcastaDashboard

I have exported the data from many tables and will be working through the details to understand the table linked fields.

I downloaded DbSchema to review the PostgreSQL database and am still learning my way around this tool. It gives basic table diagrams but I don't see yet how to view the relational tables via linked fields.

Would you suggest a different database tool?

I'm also open to a call if you want to get into the weeds with me on this.

Thanks,

Dennis

Hi Dennis,

Re: the database tool: In the past, I have personally tried using DBeaver and DbVisualizer.

But unfortunately, the current business requirement to alter or update multiple different columns/tables is not supported, as manually updating the tables can break data integrity or cause irreversible issues.

However, we can try updating schedules using the API services, as outlined here: https://developers.yellowfinbi.com/dev/api-docs/current/#operation/updateSchedule

Kindly let me know if there is anything else with which I may assist you.

Thanks,

Deepak