D365 Finance & Operations and Dynamics AX Forum

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Hi Nazim,

Have you run the "Refresh cached financial data" routine under the tools menu in MR?? 

After that the first thing I would check is the source data. Are there any entries for April?? If not MR has no data to present.

Next look at the column definition set up and check what is populated under:

• Book code/ attribute category
• Period
• Period covered
• Attribute filters.

Make sure these settings relate to the budgets you have in the system.

If all else fails as your technical team to reset the data mart in MR.

Kind Regards

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth
------------------------------

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Mark

refreshed cached financial data. 

Checked column definition,  Book code/ attribute category, Period, Period covered, Attribute filters.

Please can you advise steps to reset Data mart or any other suggestion

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Original Message:
Sent: May 02, 2019 06:11 AM
From: Mark Bailey
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi Nazim,

Have you run the "Refresh cached financial data" routine under the tools menu in MR??

After that the first thing I would check is the source data. Are there any entries for April?? If not MR has no data to present.

Next look at the column definition set up and check what is populated under:

• Book code/ attribute category
• Period
• Period covered
• Attribute filters.

Make sure these settings relate to the budgets you have in the system.

If all else fails as your technical team to reset the data mart in MR.

Kind Regards

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Hi Nazim,

In AX2012 R3 the refresh of the data mart is done from the SQL server DB. 

Kind Regards

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth
------------------------------

Original Message:
Sent: May 02, 2019 07:33 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Mark

refreshed cached financial data.

Checked column definition,  Book code/ attribute category, Period, Period covered, Attribute filters.

Please can you advise steps to reset Data mart or any other suggestion

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst


Original Message:
Sent: May 02, 2019 06:11 AM
From: Mark Bailey
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi Nazim,

Have you run the "Refresh cached financial data" routine under the tools menu in MR??

After that the first thing I would check is the source data. Are there any entries for April?? If not MR has no data to present.

Next look at the column definition set up and check what is populated under:

• Book code/ attribute category
• Period
• Period covered
• Attribute filters.

Make sure these settings relate to the budgets you have in the system.

If all else fails as your technical team to reset the data mart in MR.

Kind Regards

Mark

------------------------------
Mark Bailey
Application Consultant
Annata
Portsmouth

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

​I think the budget has to be in completed status (not draft) before Management Reporter will show the numbers.

------------------------------
Katrina Breedlove
Systems Analyst
Seminole Electric Cooperative
FL
------------------------------

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

​Look on your column definition and verify that the book code/attribute category is set to pull the budget model name you uploaded for April.

I personally prefer to set up a top level budget model that I reference in Management Reporter and then add any additional budget models as submodels underneath that one. That ensures I don't have to update MR column definitions when loading the budget for a new year, for example.

------------------------------
Steve Latta
Accountant
Ortec, Inc.
Easley SC
------------------------------

Original Message:
Sent: May 02, 2019 09:04 AM
From: Katrina Breedlove
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

​I think the budget has to be in completed status (not draft) before Management Reporter will show the numbers.

------------------------------
Katrina Breedlove
Systems Analyst
Seminole Electric Cooperative
FL

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Hi Steve
Column definition is good. When column definition checked and compared  with Budget V1 and Budget V2, its same. Budget V1 numbers are  showing in MR and Budget V2 not.

budget V1 was uploaded in Feb 2019, where as Budget V2 uploaded in AX in April, not showing in MR

Any thoughts to trouble shoot, please advise

Thanks and kind regards

​

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Original Message:
Sent: May 02, 2019 09:33 AM
From: Steve Latta
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

​Look on your column definition and verify that the book code/attribute category is set to pull the budget model name you uploaded for April.

I personally prefer to set up a top level budget model that I reference in Management Reporter and then add any additional budget models as submodels underneath that one. That ensures I don't have to update MR column definitions when loading the budget for a new year, for example.

------------------------------
Steve Latta
Accountant
Ortec, Inc.
Easley SC

Original Message:
Sent: May 02, 2019 09:04 AM
From: Katrina Breedlove
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

​I think the budget has to be in completed status (not draft) before Management Reporter will show the numbers.

------------------------------
Katrina Breedlove
Systems Analyst
Seminole Electric Cooperative
FL

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------

Hello!
Did you manage to get the data? I am struggling with the same problem at the moment

------------------------------
miguel Devezas
KKCCTT
------------------------------

Original Message:
Sent: May 02, 2019 07:30 PM
From: Najeem JanatAli
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi Steve
Column definition is good. When column definition checked and compared  with Budget V1 and Budget V2, its same. Budget V1 numbers are  showing in MR and Budget V2 not.

budget V1 was uploaded in Feb 2019, where as Budget V2 uploaded in AX in April, not showing in MR

Any thoughts to trouble shoot, please advise

Thanks and kind regards

​

------------------------------
Nazim Lalji
Dynamics AX Analyst


Original Message:
Sent: May 02, 2019 09:33 AM
From: Steve Latta
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

​Look on your column definition and verify that the book code/attribute category is set to pull the budget model name you uploaded for April.

I personally prefer to set up a top level budget model that I reference in Management Reporter and then add any additional budget models as submodels underneath that one. That ensures I don't have to update MR column definitions when loading the budget for a new year, for example.

------------------------------
Steve Latta
Accountant
Ortec, Inc.
Easley SC

Original Message:
Sent: May 02, 2019 09:04 AM
From: Katrina Breedlove
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

​I think the budget has to be in completed status (not draft) before Management Reporter will show the numbers.

------------------------------
Katrina Breedlove
Systems Analyst
Seminole Electric Cooperative
FL

Original Message:
Sent: May 01, 2019 02:27 PM
From: Nazim Lalji
Subject: Budget column not showing numbers in Management Reporter, AX 2012 R3

Hi All

In 2019, uploaded  2 budgets one in Jan and another in Apr. While running the comparative report (actual vs budget), MR pulls data for actual as well as Jan budget.  However when changed to Apr budget it appears blank. Any suggestion to trouble shoot this issue

Thanks and kind regards

------------------------------
Nazim Lalji
Dynamics AX Analyst

------------------------------