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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Management Reporter Li...
Microsoft Dynamics SL (Archived)

Management Reporter Linked to Excel

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Posted on by Gary Waylander 345
I have a Management Reporter financial report that has volume information in certain rows (which is obtained from an Excel spreadsheet with a tab for each entity in the reporting tree) and financial information in other rows of the report.  In the row definition the volume rows have a link to external worksheet defined in column” J” with the cell links defined in column “K”.  The column definition has a column type of FD.  In the Reporting Tree the worksheet link is defined in column “G”, the workbook path is in column “H”(the path is a mapped network drive) and the worksheet name is defined in column “I” for each entity in the tree.
When I run the report I get the following error:
”The report definition you have selected is linked to an Excel file M:\MR Files\Units.xls that could not be found.  The folder does not exist.”
I tried putting the spreadsheet in different locations, such as the “C” drive on the computer and the Management Reporter default file location with no luck.  What am I missing?  The help, training and examples I have been able to locate were of little use.

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  • CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Management Reporter Linked to Excel

    Dear Brenda,

    I think they mean the location of the folder for Excel spreadsheet or export. Put the Service user with read/write or just use "Everyone" group.

    Best Regards,

    Jana MacDonald

  • Brenda Willey Profile Picture
    Brenda Willey 2,510 on at
    RE: Management Reporter Linked to Excel

    How to i find what the MR process service user has access to?

  • Bfor Profile Picture
    Bfor 15 on at
    RE: Management Reporter Linked to Excel

    Hi,

    We are encountering the same problem.  The user had full access to the location but after giving access to everyone/ domain users it worked.  Do you know which account we need to provide access to, for example the management reporter service account?

    Thanks

  • Suggested answer
    Bill Degnan Profile Picture
    Bill Degnan 650 on at
    RE: Management Reporter Linked to Excel

    I had to delete and recreate the lines in the reporting tree if any part of the path to the spreadsheet changed. Try to delete and recreate the lines in the reporting ttree.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Management Reporter Linked to Excel

    Once I used a unc path it worked for me.

  • lmaykot Profile Picture
    lmaykot 15 on at
    RE: Management Reporter Linked to Excel

    I am having the same problem. I already tried using the UNC path, still same error. Now I am stuck, entering the data manually after the report is run. So much for automation.

    Why is it so hard for Microsoft to make something user-friendly? Every new step I make with MRS, I find another thing that is not necessarily as easy as the instructions say.

  • Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Management Reporter Linked to Excel

    Jacob,

    Since you think it isn't rights, is it by chance that someone has the Excel workbook open? a poorly formed or misspelled filename in the report? DNS name resolution?

    Look for anything that makes the file not locatable from the view of the user that is running the process service.

    ...b

  • jac_rod Profile Picture
    jac_rod 1,299 on at
    RE: Management Reporter Linked to Excel

    Anyone figure this out?  I'm running into exactly the same problem.  I'm pretty sure it's not rights, because a differnet error shows up if the process service doesn't have access to the folder (The current user does not have access to this folder).

    After saving the Excel file to the local drive that the MR installation is on, the report processes just fine.

  • Suggested answer
    cgust Profile Picture
    cgust on at
    Re: Management Reporter Linked to Excel

    If you need to designate a specific tab, there is a field in Management Reporter where you also can do that.  It doesn't go in the file path.

  • Suggested answer
    cgust Profile Picture
    cgust on at
    Re: Management Reporter Linked to Excel

    The Excel file needs to be in a location  where the MR Process service user has access to read it though - this could be the MR server, but other servers also might meet this criteria, depending upon how the server is set up.

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