Module 210 - Data not showing on Expense Planning Screen for the UK

Adetola Morgan
Adetola Morgan Employee
Name Dropper First Comment
edited January 20 in Academy

Hello,

I can see this was an issue for previous users but the steps in those discussions have not worked for me.

After configuring the layout for the table, and applying the toolbar selectors, no data pulls through when I choose the UK. However, it works fine when I select Italy.

image.png
image.png

My data procedure was adjusted as advised and I have run this again on the back-end:

image.png

I also re-ran the data readers this morning as I noticed that as a potential fix in a previous discussion:

image.png

As mentioned, when I run for Italy, the data comes through:

image.png

Please advise on how I can fix so I can proceed. Thank you

Accepted Answer

  • Mika
    Mika Active Partner
    First Answer Name Dropper First Comment
    Answer ✓

    @Adetola Morgan I have fixed the issue on my side, here is the solution in case it would work for you :

    The error was on the Data Reader side, caused by a weird bug. My "ACT - Expenses" Data reader would not work properly because the file which it's supposed to be connected to (UK_Expense_Data.csv) would change automatically to "UK_Sales_Data.csv" every time after the connection or mapping.

    I had to manually correct the file source before running again the Data Reader without editing the actual Data reader itself.

    The other data readers work fine, but this one is glitched out for some reason, and maybe this is what has happened on your side too.

    image.png
    image.png

    Hope this helps !

Answers

  • John Williams
    John Williams Employee
    10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board

    Hello Adetola,

    I understand that after configuring the layout for the table and applying the toolbar selectors, no data is displayed when selecting the UK, while it works correctly for Italy.

    Let’s walk through a few steps to investigate and resolve this issue:

    1. DataReader Verification:
      Since you mentioned running the DataReader this morning, could you confirm which DataReader was executed? Additionally, please verify if the DataReader is returning valid records after execution, as shown in the image below.
      210 - DataReader.png
    2. Account Entity and Item Numbers:
      Please check whether the Item Numbers for the Account entity (and all other entities you have created) match the example provided in the screenshot below.
      210 - Entity.png
    3. Relationship Setup:
      Can you confirm whether the relationship for the account entity has been correctly configured? Refer to the attached screenshot and ensure the relationship setup aligns with the provided example.
      210 - Relationship.png
    4. Dynamic Selection Check:
      Finally, after applying a dynamic selection based on the Cube BUD - DF - Expenses LC, can you click on Currency and confirm if GBP is displayed as shown in the image below?
      210 - GBP.png

    Please review these points and let us know if anything requires further clarification or assistance. We appreciate your cooperation and look forward to your response.

  • Adetola Morgan
    Adetola Morgan Employee
    Name Dropper First Comment

    Hi John,

    Thanks for responding. Yes, I have double-checked and all my screenshots match the data in yours. Please see below, in case I am missing anything.

    1. Data readers: All of the data readers were run again this morning as I stopped working on module 209 on Friday and picked up with module 210 today.
      image.png

    2. Account entity and item numbers:

    image.png

    3. Relationship:

    image.png

    4. Dynamic currency check:

    image.png


    Please let me know if I've missed something or any further data I can provide.

  • Adetola Morgan
    Adetola Morgan Employee
    Name Dropper First Comment
    https://community.board.com/discussion/comment/19497#Comment_19497

    Hi @John Williams when looking at my data again, I notice that when I select the UK both currency options are selected. This is not the case for Italy. Could this be the problem?

    Screenshot shown below

    image.png
    image.png
    image.png

  • John Williams
    John Williams Employee
    10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board

    @Adetola Morgan

    I believe you might have missed a step where you need to enable dynamic selection based on a cube for the "Currency" Entity, as shown in the screenshot below.

    When I removed my dynamic selection, I could see both currencies, similar to the screenshot you shared.

    Please try enabling dynamic selection for the "Currency" Entity, and let me know if that resolves the issue.

    210 - dynamic.png

  • Adetola Morgan
    Adetola Morgan Employee
    Name Dropper First Comment
    edited January 21

    Hi @John Williams
    I do have the dynamic currency enabled

    image.png

    and it is fine for Italy

    image.png

    But doesn't seem to work for the United Kingdom

    image.png

  • John Williams
    John Williams Employee
    10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board

    @Adetola Morgan

    Could you please confirm if the selectors on the Sales Planning screen are working as expected for you? While you check this, I will actively discuss your issue internally to help ensure a quick resolution.

  • Adetola Morgan
    Adetola Morgan Employee
    Name Dropper First Comment

    Hi @John Williams

    Yes, no issues with the selectors on the Sales Planning screen.

  • Mika
    Mika Active Partner
    First Answer Name Dropper First Comment

    I've got the exact same issue as Adetola Morgan and have double-checked everything but to no avail. I can't find an explanation for this.

  • Adetola Morgan
    Adetola Morgan Employee
    Name Dropper First Comment

    @Mika Thank you Mika. I also ran my expense data reader again for both countries and both of these steps seem to have fixed the problem

  • Mika
    Mika Active Partner
    First Answer Name Dropper First Comment

    Nice, glad it worked !

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