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Running EOM Reports after fiscal period changes


Running EOM Reports after fiscal period changes

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Chris Schmidt
Chris Schmidt
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I am working on a project to automate our end of month (EOM) reporting. There are multiple SQL's that get manually run and the results are manually being pasted into Excel. I built an SSIS package that populates Excel automatically and this pacakge will be used as the template for the other reports.

I asked the "operations guy" and "gatekeeper" of our team to add the package into the EOM job stream. He pushed back and said that he doesn't want the end of Month Reports running in the EOM job stream because he's afraid the process will take too long. (my first report takes 2 minutes to complete)

Now we have to present to my boss the reasons EOM reports should be run before the fiscal period changes. The other guy will make his arguement for why he wants the EOM reports running after the fiscal period changes.

Intuitively, I feel that the reports should be run for the month they report on. We use currently fiscal period logic and sql's would have to be rewritten and they don't take too long to run.

My question, (finally!): Is there a set of best practices or standards I could refer to to help my case? I had trouble finding any. Also, I would value any othere opinions. I feel strongly I am in the right, but will keep an open mind to other's opinions.

Thank You
J Livingston SQL
J Livingston SQL
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Chris Schmidt (9/27/2012)
I am working on a project to automate our end of month (EOM) reporting. There are multiple SQL's that get manually run and the results are manually being pasted into Excel. I built an SSIS package that populates Excel automatically and this pacakge will be used as the template for the other reports.

I asked the "operations guy" and "gatekeeper" of our team to add the package into the EOM job stream. He pushed back and said that he doesn't want the end of Month Reports running in the EOM job stream because he's afraid the process will take too long. (my first report takes 2 minutes to complete)

Now we have to present to my boss the reasons EOM reports should be run before the fiscal period changes. The other guy will make his arguement for why he wants the EOM reports running after the fiscal period changes.

Intuitively, I feel that the reports should be run for the month they report on. We use currently fiscal period logic and sql's would have to be rewritten and they don't take too long to run.

My question, (finally!): Is there a set of best practices or standards I could refer to to help my case? I had trouble finding any. Also, I would value any othere opinions. I feel strongly I am in the right, but will keep an open mind to other's opinions.

Thank You


I dont know of any "standards"...dependent upon your industry there may be "best practices" or perhaps audit requirements.

As you provide no detail of what these EOM reports are, there is little to go on.

Can you provide some more detail....such as why you feel that your current fiscal logic and tsql will require rewriting......my opinion would be that your code should allow you to run reports for whatever period...irrespective of current period...in the long term I am sure that this will provide better flexibilty.

but at this juncture...only you know...and of course there may well be very valid reasons for supporting your opinion.

kind regards

________________________________________________________________
you can lead a user to data....but you cannot make them think
and remember....every day is a school day

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