Workflows

Workflows define a flow of steps and tasks within a step that are run in sequence. Infor-provided workflows for M3 Analytics use these task types:
  • Set Variable

    This type is used to assign a value to a variable in a space.

  • Extract

    This type is used to extract data from tables through a connection to the Data Lake.

  • Process

    This type is used to process data sources in a space.

Aside from the main workflow that processes data in spaces, several workflows are provided that allow customers with no Birst Admin access to set variable values.M3 Analytics comes with these workflows which are accessed in Admin > Orchestration:

  • M3A Initial Setup

    This workflow is used to set extraction-related variables, Company, and M3 Custom Time Company variable filters, and initialize the Extensibility Dimension in the Model Extensions space. It is also used to set up variables for White Space source, Sales Budget leaf level dimension, and Budget Version data set.

  • M3A Model Configuration

    This workflow is used to set variables used in ETL scripts to align with M3 configuration, for example, period type and costing type identifiers.

  • M3A Report Configuration

    This workflow is used to set report and dashboard variables to customize reporting behavior.

  • M3A Main

    This workflow is used to extract and process data in spaces and handle incremental loading.

  • M3 Main - Opportunity Management

    This workflow is used to extract and process data in spaces, including the Opportunity Management space, and handle incremental loading.

Running the Model and Report Configuration workflow is optional. If there are any adjustments in the model configuration workflow, then you should reload the data for the change to take effect and not corrupt the data. You must run both workflows if there are changes to the variables. Workflows should be run once after each change.

You cannot change the Infor-provided workflows. To make changes, you must clone the workflow and make changes in your own copy. Running your modified workflow will set the variables to the values you specified. To set the variables back to the Infor default values, you can run the Infor-provided workflow.