Delete BI Manager from Multiple Users

[shanyce]

Hello,

Does anyone know how I can delete a BI Manager from multiple users?  In theory, I could go in one-by-one to each user, delete the BI Manager and save it... but looking for a way to do this at a mass level.

Cheers,

Shanyce

[PoojaKumatkar · Accepted solution]

Hi @shanyce ,

To remove the BI Manager using imports, follow these steps:

1. Use the 305 Employee Import Record: Start with the 305 employee import template.
2. Update Required Fields: Fill in all necessary fields in the template. Currently you can populate only fields: 305, Employee id, Login id, Email address, Ledger code, Active (Y/N), BI manager field as '$BLANK$'.
3. Set BI Manager Field: In the 'BI Manager Employee ID' field (Column no: 77), provide the value $BLANK$.
4. File Format: Convert the file into .txt format and ensure it is UTF-8 encoded.
5. Add Import Settings: Include the import settings at the beginning of the file: 100 imports settings.
6. Upload the File: Navigate to:
   Administration > Company > Tools > Import/Extract Monitor > Imports > Employee Import
   Click on upload, browse for the file, and upload it.

Following these steps will successfully remove the BI Manager for the specified employees. 

Sample file:

Below is the sample file which i have tested in our sandbox. It worked for me.

For you, I would suggest you to first try with 1 record and if it works then try for remaining records. 

If this answers your query, then please marks solution as accepted.

[shanyce]

This worked! Thank you so much!

Do you know if there is any way to search if someone is a BI Manager and who they are listed for?

[cjmarimo]

Hello @shanyce 

In the report "Employee Details", for each employee there is a field called "BI Manager Id" and "BI Manager".

BR,

cj

[PoojaKumatkar]

Hi @shanyce ,

@cjmarimo is referring to Cognos standard "Employee Details" report which is available under "Administration" folder. There you will get BI Manager name and ID.

For your easy reference, find below screenshot: