Creating and running the KPI Variables Update workflow

This procedure is optional. Alternatively, you can assign values to variables by creating and running a workflow.
  1. Open Infor OS Portal’s navigation menu.
  2. In the Applications, select Birst.
  3. Select Admin > Orchestration.
  4. Create a new workflow.
    1. In Workflows, click the Create Workflow icon to create a workflow.
    2. Name the workflow KPI Variable Update.
  5. Add a new step.
    1. Add a task by clicking the Add task to step icon.
    2. Select Set Variable as the task type.
    3. Select <Tenant>-CSF-Consumer as the space.
    4. Select a variable from the list. For example, FSM_ALL_KPI_SUMMARY_ACCT_CHART.
    5. Specify Variable Value. For example, CP_FIN.
  6. Repeat step 4 for the rest of the variables listed in the table.
  7. Run the workflow.
    Variable Description
    FSM_ALL_KPI_SUMMARY_ACCT_CHART Assigns the Chart of Account Structure to be used for CFO dashboards
    FSM_ALL_KPI_SUMMARY_ACCT_REVENUE Assigns the revenue summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT Assigns the Net profit summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_TAXES Assigns the Taxes summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP Assigns the Interest Expense summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_OPER_EXP Assigns the Operating Expense summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_GROSS_PROFIT Assigns the Gross Profit summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_SALARIES Assigns the Salaries summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_HIRING_COSTS Assigns the Hiring Cost summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_CURRENT_ASSETS Assigns the Current Assets summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_CURRENT_LIABILITIES Assigns the Current Liabilities summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable
    FSM_ALL_KPI_SUMMARY_ACCT_COGS Assigns the Cost of Goods Sold summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable