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Dashboard View Problem in Dynamics 365 Finance & Operations

Dashboard View Problem in Dynamics 365 Finance & Operations

In Dynamics 365 for Operations, users can obtain real-time data for running analytical reports. The data is saved in a comprehensive ‘Star schema’, containing a number of dimensions that can be used in reports. The data is aggregated with reference to these dimensions. This schema provides a very convenient approach to aggregated data.

In some cases in Dynamics 365 for Operations, the user is unable to view his dashboard. This happens when the data is being fetched from the Entity Store for viewing reports or displaying in a form. In this case, the user cannot see a single artifact on his form and the following error is displayed:

Background

In the February 2016 release, Microsoft enabled real-time in-memory aggregate measurements. In the Entity Store, data is placed in the form of Star schema. New aggregated models can be created or existing aggregate models can be customized as a star schema within Application Explorer. Once this is done, the aggregated data can be used to create reports. Sometimes we need to create different dimensions to view the reports with different perspectives.

In the May 2016 release, the aggregate measurements were allowed to be staged in the Entity Store. All the data once created, is stored as data entities and is exposed using OData endpoints. The issue occurs because the data being used for the reports is not up to date. The data being used for the reports is not synchronized with the data present in the Store. There is a difference in the schemas of both platforms.

Solution

User would have already created aggregated data measurements in the entity store for his task. In order to make the form available to the user, the data measurements need to be synchronized with the store. For this, a data refresh may need to be scheduled by following these steps:

Step 1: Open Visual Studio (integrated with D365 tools).

 

Step 2: Open Application Explorer (AOT) and go to the ‘Aggregate Measurements’ node.

 

Step 3: Now select the measurements that are being used in your project one by one and verify that their Usage property is set to ‘StagedEntityStore’.

 

Step 4: The next step is to schedule a refresh using the Entity Store form. To do this, go to the System Administration node and open the Setup menu and click Entity Store.

 

This will open the Entity Store form from which the data refresh can be scheduled.

Step 5: From the list of measurements, choose the ones that are being used in your work and click the Refresh button on top.

 

Step 6: In the form that appears, set your desired preferences for the refresh and a batch job will be scheduled for the refresh.

 

Once all the steps are executed as mentioned, the batch job will start running as per the mentioned schedule. Once the job is complete, the data shall be synchronized with the Entity Store and the user shall be able to user shall be able to view the analytical reports based on the real-time data.

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Moiz Nasir's picture
Muhammad Moiz Nasir is currently working as an Associate Software Engineer in ERP Implementation Systems at Systems Limited. He graduated from FAST-NUCES.

Disclaimer: The views expressed here are solely those of the author in his private capacity and do not in any way represent the views of Systems Limited, or any other entity related to Systems Limited.

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