Fixing Base Period On Management Reporter Sample Company Reports

Microsoft Dynamics GPI did a couple of posts a while ago on fixing the sample company reports (the first post fixed the Row and Column Definitions and the second the Reporting Tree Definitions), but there has been another issue with them that has been bugging me for a while.

The reports are configured to run for periods around the current system date, which means dates in 2013. But the Fabrikam sample company is in 2017 so the reports return no data. With Management Reporter storing its reports and configuration information on a SQL Server database, it is possible to tweak the reports to run for 2017.

I checked each of the reports to see how what Base period they were using and then worked out what I needed to update to set the reports to run for similar periods in 2017.

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Management Reporter Incorrect Figures Caused By Lower Case

Microsoft Dynamics GPA client reported a problem with Management Reporter returning incorrect figures when a link to the Financial Dimensions on the Row Definition had been entered in lower case.

The reports in question had been created in FRx which was rather more forgiving that Management Reporter is for these things. The client had quite a large number of reports which may, or may not, have had segments entered in lower case so the client didn’t want to have to check and update manually.

I again delved into the Management Reporter SQL database and updated the ControlRowCriteria table to capitalise the Low and High values of the link to financial dimensions using the script below:

UPDATE
   ControlRowCriteria
SET
   Low = UPPER(Low)
WHERE
   LEN(Low) > 0
GO

UPDATE
   ControlRowCriteria
SET
   High = UPPER(High)
WHERE
   LEN(High) > 0
GO

Once the update had been run, the client checked their reports and confirmed that they were now returning the correct figures.