How do I create and use custom frequencies & calendars in PBRS?

You can create your own scheduling frequencies with "Custom Calendars". This is where the scheduling frequency required doesn't follow an existing standard pattern.

Custom Calendars

  • Go to Custom Calendars.
pbrs custom calendar home
  • Create your own scheduling frequencies with Custom Calendars.
Power BI and SSRS. Custom Calendars in PBRS.

New Calendar

  • To create a calendar:
    • Click New.
    • Type in a name for the new calendar.
    • Click the dates you wish scheduling to occur, click on a date again to remove it from the selection.
    • Click OK to save.
Power BI and SSRS. Adding calendar in Custom Calendars in PBRS.

 

pbrs custom calendar
  • Update Schedules: Use this button to update all schedules which use this calendar. The schedules will be updated with the new calendar information. If this function is not used, the schedules will retain the old calendar information.

Menu tab

Power BI and SSRS. Menu tab of Custom Calendars in PBRS.
  • Edit: Select the calendar you wish to edit and click this button.
  • Import: Use this button to import a calendar.
  • Export: Use this button to export a calendar.
  • Delete: Select the calendar from the list and click this button.

Applying a Calendar to a Schedule

  • In your schedule go to Schedule.
  • Click Custom Calendar
  • Select a calendar from the drop down list.
pbrs schedule custom calendar
  • All schedules in use by a custom calendar are now disabled when the calendar ends. If a user adds more dates to the calendar the option is now available to re-enable all schedules that use the affected calendar.