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Retrieve data from BIW in Business Performance Director

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Most data can be retrieved from the BIW database (i.e. Balance file). The values for Actual and Base are calculated according to the formula for the component, unless values were entered manually.

Tip: If a summary level exists on Originating company, performance will increase dramatically.

Before retrieving data, you have the option to change/define the rules for the data retrieval by making selections.

Note: Predefined selections have been connected to the balance types used in Business Performance Director. It is important that you review these selections to ensure that they fit with your company’s data. E.g., Employee costs and Net assets are two selections that have been attached to the System currency amounts balance type.

Note: The Originating company key must be included in every new selection you make. If you are running from a parent (corporate) company and you do not want to retrieve data for the entire company group, make the applicable selections.

Example of selection

Depending on the data you want to retrieve, there may not be a dedicated balance type

If you are measuring employee costs, these costs are more than likely booked on a separate account in the G/L instead of on system level. For the System currency balance type, you would make an employee cost selection instructing the system from which account part the costs should be retrieved.

To retrieve the data, do as follows:

  1. Select Options/Retrieve data from Business Information Warehouse…
  2. On the Retrieve data from business information warehouse window define the following:
    3. Retrieve data for year range
    Enter the from/to range for the Actual and Base data that is to be retrieved. The Base values are those before the investment, while the Actual values are those after investment. The retrieved values are calculated according to the component formulas defined.
    Previously retrieved data outside year range
    Select the applicable choice (i.e. delete any previously deleted data outside of the select year range or keep it).
    Run mode
    Choose between Batch and Interactive.

    Click Start to retrieve the data, or change/add selections. See instructions below.

Defining the rules for data retrieval

The data retrieved depends on the balance type/selection criteria combination, which will later be referred to and used in the component formulas. The system comes preloaded with predefined selections necessary for the components that are also preloaded.

If you want to change or make a new selection on any balance type before initiating the retrieval do as follows:

  1. Click Selections on the bottom of the Retrieve data from business information warehouse window.

    2. To change an existing selection:

    Note: Changing any of the predefined selections will affect all balance types (and ultimately formulas) in which the selection is referred.

  2. On the Object Manager, Balance selections window, select the applicable balance type.
  3. On the Edit balance selection window, click Manage.
  4. On the Object manager, Balance selections window, select the applicable code.
  5. On the Edit balance selection window, select the applicable key(s) from the Available key list and make your from/to selections. Click OK and then Save.

    6. To make a new selection:

  6. On the Object Manager, Balance selections window, click the New icon.
  7. On the Edit balance selection window, select the applicable Balance type, from the drop down list, for which you want to make a selection. Choose a Selection from the drop down list. IF the selection you want does NOT exist, click Manage (and continue reading from step 8).
  8. On the Object manager – Balance selections window, click New.
  9. Enter the Code and Description.
  10. Select that applicable from within the Available keys list and click Add selection.
  11. You are prompted with a Selection view window. Enter the from/to values manually or click the Find button and select from the list. Click OK.
  12. Repeat steps 10 and 11 for the mandatory key Originating company.
  13. Save your information.
  14. On the Edit balance selection window, select the Balance type and Selection from the drop down lists and Save.

Retrieve data

The next time you retrieve data from the BIW, (by clicking Start from the Retrieve data from business information warehouse window), this data will be retrieved for this new balance type/selection combination.

You can browse all retrieved data by clicking the Browse retrieved data button or from the menu bar (Options/Browse retrieved data).

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