BAI Dashboard Configuration

Set up the BAI Dashboard to preview BAI files before adding them to workflows.

Data Source

BAI Parser Solution uses a Connector Data Source. Navigate to Application > Data Collection > Data Sources to set up the source.

  1. Select or create a data source.

  2. Under Connector Settings, set Connector Name to BAI_Connector.

  3. In the Connector Uses File drop-down menu, select True.

  4. Click the Save icon.

  5. Set the Data Type for Scenario and click the Save icon.

  6. Set the Data Type for Time and click the Save icon.

  7. Select Amount > Connector Settings.

  8. Set the Source Field Name to a Connector Field such as AH_Amount and click the Save icon.

    NOTE: Scenario, Time, and Amount must be configured. All other settings are optional.

Workflow Setup

Finalize workflow setup by navigating to Application > Workflow > Workflow Profiles.

  1. Select or create a workflow profile to be used with BAI files.

  2. Click Import.

  3. In the Profile Properties tab expand Integration Settings.

  4. Set Data Source Name to the name of the data source you created.

  5. Set Import Dashboard Profile Name to BAI File Preview (BAI).

  6. Click the Save icon.

NOTE: Using the BAI Dashboard Preview is optional. Use Load and Transform to import BAI files without using the BAI dashboard.