This document outlines requirements for a business intelligence (BI) project to ensure it meets the diverse needs of different business units and job functions. It includes requirements for data queries, analysis, reporting, security, and accessibility. Example requirements include the ability to perform ad hoc queries, scheduled reports, integration of external data sources, forecasting, segmentation analysis, and controlling access at the database, table, and field levels.

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