Use business case steps to retrieve, build, approve, and refresh related reporting.
Example: Build investment case from existing estimates
Scenario: Finance team needs revised draft for infrastructure migration without changing already approved case.
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Read existing case into
bc. Keep existing estimate lines and metrics where relevant; map new rows from an earlier table if updates required. -
Write case using distinct draft name and required objective, description, and dates. Name collision updates draft with same name.
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Place Wait for approval before Business case status if reviewer must approve. Choose Approve only on approved path.
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Verify case fields and metric associations in business case view. Check reporting again only after any queued cube refresh completes.
Read business case
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Add Read business case.
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Select case from list. Dropdown includes draft and approved cases.
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Set Store as variable, e.g.
bc.
Later steps can use bc.name, bc.status, bc.total, bc_year_totals, bc_items, and bc_metrics as displayed in Builder.
Create or update draft
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Add Write business case.
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Set Build or update case.
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Enter required Business case name, Description, Start date, End date, and Objective.
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Optional: Supply estimate item sources from tables and metrics from catalog or variables.
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Set output variable, e.g.
bc_new.
Matching name updates existing draft instead of creating duplicate. Only draft cases change. Estimate rows can be mapped from tables; leave year unmapped to write line into every year of case. All changes in step written together or not at all.
Change status
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Add Business case status.
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Select case by name, ID, or variable.
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Choose Approve, Cancel, or Back to draft.
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Save and test.
Status changes are separate from Write business case. Run Refresh cubes if reporting needs updated case values. Refresh is queued and not awaited.