Skip to Content

When you create your own analytical objects such as reports or data sources, you may encounter content issues i.e. the content of your report / data source is not the expected result.

This blog outlines what checks can be done to find the cause for this, and also what information to provide to the support team in case you need to open an incident (see points 2 and 3 below).

The content of this blog is:

  1. The Purpose of Troubleshooting
  2. Checks Before Sending to Support
  3. Incident Templates
  4. Knowledge Resources

 

1. The Purpose of Troubleshooting

In many cases, wrong results in customized analytical objects are caused by the modelling of that particular object. Depending on how complex the setup is and how many layers of data sources are involved, it can be difficult to pinpoint the exact cause of the issue. For example, you could have a setup like below, where it is unclear which of the data sources are responsible for the wrong display in the report:

The purpose of troubleshooting is to determine where exactly (which layer and which data source) the issue happens. Please perform the below checks to find the cause of the issue – however if the cause is still not clear, please provide your results to support via your incident.

 

2. Checks before Sending to Support

a) Custom Report on Standard Data Source

When you open a preview of the data source, is the data shown the same way? Please preview the data source via the Business Analytics work center, view Design Data Sources. Search for the data source and click on ‘Preview’.

  • If the data is wrong in the data soure as well, please check the case documents listed below and perform a solution search. If no solution is found, please report an incident.
  • If the data is correct in the data source but wrong in the report, please go to the work center Business Analytics, view Design Reports. Edit the report with the report wizard and check the following settings:
    • Step 1: Have you checked the “Only for Master Data” check box? This will disable all key figures in this report.
    • Step 4: Have you set fixed value selections? Please make sure that the data you are missing is not excluded here.
    • Step 4: Have you checked the “Show Master Data Value” check box? This setting will make sure that all values for a characteristic are listed, whether or not there are key figure values for it. See also case document 1982957 (listed below).

 

b) Custom Report on Custom Data Source

When you open a preview of the data source, is the data shown the same way? Please preview the data source via the Business Analytics work center, view Design Data Sources. Search for the data source and click on ‘Preview’.

  • If the data is correct in the data source preview but wrong in the report, please check the settings listed under 2a.
  • If the data source preview shows the wrong data as well, please check the following:
    • For combined data sources, please see the case document 2488796 (listed below)
    • For joined data sources, please check the join conditions: Edit the data source and click on ‘Check’. Any inconsistency has to be adjusted.
    • If you have several layers of custom data sources as described above, please trace the the field with the wrong data through the layers of data source. Open a ‘Preview’ of every involved data source to find out in which layer the issue occurs for the first time. Once you have found the data source where the issue happens:
      • If it is custom, please check the join conditions. A common cause is that the join conditions exclude the desired data, so it cannot be passed on to the top-level data source and the report. For information on data source joins and join conditions, please see the help document called ‘Types of Data Sources’ (C4C) or ‘Data Sources’ (ByD).
      • If it is standard, please check the case documents listed below and perform a solution search. If no solution is found, please report an incident.

 

3. Suggested Incident Templates

The purpose of using a template in incidents is to make sure that all required information is provided. This will help the support team to troubleshoot the issue and avoid additional questions being asked. However templates have limitations of course, and cannot always be applied to every issue. Please feel free to modify the template so that it suits your scenario, but also try to provide as much information as possible.

The technical ID of reports and data sources can be made visible in the Business Analytics work center, via the ‘Personalize’ feature.

 

Technical Details:

Report name:

Report ID:

Data Source ID:

Report Field with wrong / missing data:

 

Issue Details:

Please provide at least one example of wrong / missing data in the data source / report, and state what data you would expect instead.

 

Troubleshooting Results

Please provide the results of the checks outlined in point 2, such as:

  • Issue happens on the report level / data source level (choose relevant option)
  • The field with wrong data comes from the standard data source XYZ (name data source)
  • If several data source layers are present, the first time this issue happens is in the custom data source ABC (name data source)
  • The join conditions were checked and are compatible.

 

4. Knowledge Resources

Case Documents:

Help Articles:

  • Custom Financial Reports (ByD)
  • Types of Data Sources (C4C) / Data Sources (ByD)
To report this post you need to login first.

Be the first to leave a comment

You must be Logged on to comment or reply to a post.

Leave a Reply