Analyst Sign In

Follow the below steps to start the add-in component of Reporting Intelligence for Analyst ledgers:

Note: If a user's Reporting Intelligence Settings are set to start Reporting Intelligence during Excel startup, step 2 is not applicable. If unattended (auto) sign in is enabled, steps 3 and 4 are not applicable.

1. Open Excel.
2. In Excel, from the Reporting Intelligence Ribbon, select Disabled (or, click the down arrow under the Disabled button, and click Enable). The Sign On to Reporting Intelligence dialog box appears.


3. Various methods are available for signing into Reporting Intelligence, based on the connection protocol being used:

iSeries or SQL Server

In the Sign On to Reporting Intelligence dialog box, specify the following fields:

• Host Name or IP Address: the iSeries system name or IP address that hosts the database.
• Database Library: the name of library or catalog containing the GL data.
• User Name: the iSeries or SQL Server user name.
• Password: the iSeries or SQL Server password.

Oracle Direct Connect

1. In the Sign On to Reporting Intelligence dialog box, select the Direct check box.
2. Specify the following fields:
• Host Name or IP Address: the host or IP Address that hosts the database.
• Service: the Oracle Service Name indicating where the database is located.
• Port: the port number.
• User Name: defaults to the user name assigned to the user in Application Configurator.
• Password: only required if a password was created for the user in Application Configurator.

Oracle Client

1. In the Sign On to Reporting Intelligence dialog box, do not select the Direct check box.
2. Specify the following fields:
• Oracle Service Name: the Oracle Service Name configured through Oracle Net Manager.
• User Name: defaults to the user name assigned to the user in Application Configurator.
• Password: only required if a password was created for the user in Application Configurator.
4. Click OK.

See Sign In, Control Panel, Disable or Enable Formula Calculations, and Reset Host Server Connection for more information.