2. 1. This BI Checklist provides a framework for gathering user
requirements for BI projects
2. BI requirements must account for the diversity of all
business & job function requirements
3. Users from different areas have different requirements
Marketing users: segmentation
Finance users: computations, reporting

3. o Data Queries and Manipulation
o Data Analysis
o Reporting
o Data Security
o Data Portability & Accessibility

4. Requirement Description
• Ad Hoc real time queries Execute a query containing simple sums,
counts, averages grouped by specific
values
• Computed data queries Calculated data in added computed
columns
• Prompted Ad Hoc and scheduled Execute queries at predetermined times or
data extracts at predetermined business events
• Integration of external sources Integration of data from outside the Data
of data Warehouse: spreadsheet, catalogs, vendors
data, VSAM files, IMS databases, etc.
• Aggregated data Aggregated by predetermined level of
information, ex. Sales by region
• Detailed pre-analyzed data Data presented and analyzed at detailed
level, ex. transactions

5. Requirement Description
• Custom forms presentation View and update data using custom forms
• Spreadsheet view View data in columns and rows
• Interactive updates Real time data updates
• Data Warehouse write back Save & update changes made back into
the Data Warehouse

6. Requirement Description
• Forecasting, Budgeting, etc.
• Time series analysis Time based analysis
• What If scenarios, business Models that reflects possible outcomes
modeling
• Goal Seeking Evaluation of factors to achieve a goal
• Regression analysis Variables affecting an outcome and predict
data series
• Statistical functions
• Financial functions
• Segmentation Group based analysis

7. Requirement Description
• Report type Columnar, cross-tab or pivoted, banded
• Aggregation Create totals and sum duplicate rows of information
• Computed columns Calculated columns form queried data
• Complex calculations Ex. Percent of total, Rolling sums, period comparisons
• Drill up and drill down Ex. Drill from country to region, to district, to city
• Mixed text and graphics Produce reports with text and graphics
• Database publishing Create documents driven by report data, ex. Catalogs
• Exception reporting Create reports on specific business problems; ex.
Product sales drop by 10%; customers with late payments
• Controlled calculation Control over the calculation used to standardize use of
formulas
• Report templates Create custom template reports
• Prompted reports Create reports that prompts teams for content and
constraints
• Reporting preferences Set preferences for constraints or content

8. Requirement Description
• Database level Protect access to the database
• Table level Protect which tables can be accessed
• Field level Protect which field on a table can be
accessed
• Field content Protect data according to the content of
the data

9. Requirement Description
• Task automation Automate frequently used tasks (macros)
• Advanced automation Fully automate a business function
requiring various analytical steps
• Scheduled automation Common tasks executed at predetermined
times or according to Business Events

10. Requirement Description
• Remote access VPN
• Stand alone access to BI tolls Use the tools when not connected to the
network
• External collaboration Send BI reports to people outside the
company
• External access External resource can use the BI
applications, ex. Suppliers checking
inventory level, vendors checking returns