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Budget column not showing numbers in Management Reporter, AX 2012 R3

  • 1.  Budget column not showing numbers in Management Reporter, AX 2012 R3

    TOP CONTRIBUTOR
    Posted 24 days ago
    Edited by Nazim Lalji 24 days ago
    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

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


  • 2.  RE: Budget column not showing numbers in Management Reporter, AX 2012 R3

    Posted 23 days ago
    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
    ------------------------------



  • 3.  RE: Budget column not showing numbers in Management Reporter, AX 2012 R3

    TOP CONTRIBUTOR
    Posted 23 days ago
    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

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



  • 4.  RE: Budget column not showing numbers in Management Reporter, AX 2012 R3

    Posted 18 days ago
    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
    ------------------------------



  • 5.  RE: Budget column not showing numbers in Management Reporter, AX 2012 R3

    SILVER CONTRIBUTOR
    Posted 23 days ago
    ​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
    ------------------------------



  • 6.  RE: Budget column not showing numbers in Management Reporter, AX 2012 R3

    TOP CONTRIBUTOR
    Posted 23 days ago
    ​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
    ------------------------------



  • 7.  RE: Budget column not showing numbers in Management Reporter, AX 2012 R3

    TOP CONTRIBUTOR
    Posted 23 days ago
    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

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



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