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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / GP Excel Refreshable I...
Finance | Project Operations, Human Resources, ...
Answered

GP Excel Refreshable Inventory Dashboard

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Posted on by Community Member

Hi:

All of the deployed Excel Refreshable Reports are reporting data accurately for the live company that they were deployed for.

But, the Inventory Dashboard report is showing data from Fabrikam, unless the end user keeps clicking "Refresh All" in Excel.  When he does this, the data "gradually" (literally) shows data from the live company depending on how many times he clicks!

How can we get this one report to display data from the live company database, rather than from the sample company database (TWO)?

Thanks!

John

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Microsoft Dynamics GP
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  • Suggested answer
    Justin Sutton Profile Picture
    Justin Sutton on at
    RE: GP Excel Refreshable Inventory Dashboard

    Hello John,

    That is quite odd!

    When the reports are deployed they are separated into folders for each company.

    If you follow the first 6 steps here, what company is showing in the "Initial Catalog" field?:

    community.dynamics.com/.../getting-more-advanced-with-excel-refreshable-reports

    If it is wrong, you should be able to update it to the right company and go about your day!

    It is possible that the sheet may have multiple connections, in that case just remove the one for the wrong company.

    I am not sure how this would happen, I have deployed lots of reports, but I have seen weirder things.

    Have a great weekend!

  • Community Member Profile Picture
    Community Member on at
    RE: GP Excel Refreshable Inventory Dashboard

    Hi There, Justin!

    There is no file for the Inventory Dashboard workbook in the Data Connections folder, in fact.

    But, I did not think about checking the connections in the Excel workbook itself.  I'll check and see if I can update it, like you said.

    Thank you, Justin!  You have a good weekend, yourself!

    John

  • Community Member Profile Picture
    Community Member on at
    RE: GP Excel Refreshable Inventory Dashboard

    Hi Justin:

    I looked over all data connections in the workbook and its data connections .odc files.  They are all pointing to the live database and not TWO.

    On the Inventory Dashboard workbook, it is one chart on the first tab and a tab called "ItemQuantities" with an .odc file called "ItemQuantities" that is pulling from TWO instead of live.

    Any thoughts?

    John

  • Suggested answer
    Justin Sutton Profile Picture
    Justin Sutton on at
    RE: GP Excel Refreshable Inventory Dashboard

    Hi John,

    I forgot that we had a known issue with the Dashboards (all of them) pointing to the TWO company. I was using a second company named TWO2, and didn't notice the incorrect pointers (next time I need to use a better second company database!).

    You would have to review all of the connections to see if any of them are hard-coded to the TWO database. This includes both the connection string, and the actual SQL script being ran at the bottom of the Connection Properties window where it says Command Text.

    Thanks!

  • Verified answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: GP Excel Refreshable Inventory Dashboard

    Hi Justin,

    The various Excel Dashboards that are provided by GP are all wrong.. they were all coded with the TWO (or TWO2) company in the connection string and are not dynamically adjusted when you deploy them.

    I've tried and tweaked some of those dashboards for customers who wanted them and it was quite daunting to go thru all the code, as some of the query even have the company ID hard-coded in it..

    When QA is doing their testing, they should try to deploy those reports to other entities than just Fabrikam, no matter how the DB is called..

    With Power BI Desktop now being more and more popular, this has become less of interest, but still not fixed since the GP 2010 / 2013 days when they were released.

  • Community Member Profile Picture
    Community Member on at
    RE: GP Excel Refreshable Inventory Dashboard

    Hi All:

    Thank you, for the responses!

    Yes, in the Inventory Dashboard, the two pieces that are pointing to TWO are the "ItemQuantities" tab and the chart displaying the top sales items returned.

    So, since the refreshable reports already have an Item Quantities spreadsheet, I deleted this tab.  And, since the data in the chart does not match the ItemReturns pivot table in the "ItemSales" tab, I removed the chart.  

    In fact, the chart is not even pointing to anything.  It simply contains sample data!

    Also, none of the connection strings reference this tab.

    Very interesting...

    Thanks!

    John

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