Management Reporter Linked to Excel

(0) Share

Report

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.

*This post is locked for comments

I have the same question (0)

All responses (13)

Answers (0)

cgust on at

Like (0)

Report

What version of Management Reporter are you using?

Was this reply helpful? Yes No
Flyerguy 30 on at

Like (0)

Report

Gary,

I was advised by a consultant that the file path has to be a UNC file path. UNC can be mapped by selecting "Network" on the Select Worksheet File pop up window. This new UNC path avoids the error, but I am still trying to get the pull from the file to still work.

Matt

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi all,

We just migrated from FRx to MR and are having a similar issue, getting the message:

'The worksheet file must have an .xls or .xlsx extension'

We used the format [\\SEA2\MicrosoftDynamics\RootFiles\Sub\Target.xlsx]Tab Name

and I moved the file to the same server as Management Reporter (& Dynamics SL) is installed on.

Any other ideas?

Was this reply helpful? Yes No
Suggested answer

cgust on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

cgust on at

Like (0)

Report

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.

Was this reply helpful? Yes No
jac_rod 39 Moderator on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Butch Adams 4,763 on at

Like (0)

Report

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

Was this reply helpful? Yes No
lmaykot 15 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Once I used a unc path it worked for me.

Was this reply helpful? Yes No
Suggested answer

Bill Degnan 660 on at

Like (0)

Report

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.

Was this reply helpful? Yes No