c360 Forums / Version 4 Products Questions / BI Analytics / Other Products

Data not showing up

Mattpan — Wed, 13 Aug 2008 16:05:24 GMT

I did go in and check the dates for the cube is was 12/31/1999 to 12/13/2015. I have reprocessed the cube serveral times. The data does not appear in the reports.

Any help would be appreciated. Version 4.0 of crm and 4.0 of bi tool.

Why don't I see records past 2003 in my reports?

Tony Bell — Fri, 27 Jun 2008 11:35:28 GMT

When BI Analytics is installed, the default cube that is built only has dates between 1/1/2003 and 12/31/2006. As a result, any records in your CRM system past 12/31/2006 will not be associated with the time dimension in BI Analytics. Those records will appear under "Not Specified".

In order to have them appear correctly, it will be necessary to modify the time dimension in the cube. To do this, simply open the Analysis Server database in SQL Server Business Development Studio (BIDS) and double click on the time dimension. It will look like this:

Notice the CalendarStartDate and CalendarEndDate entries. To make the change, simply click in the CalendarEndDate box and change the end date for the time dimension (see picture below).

Be sure to save your changes and process the cube. Your records should appear correctly in BI Analytics.

How to add custom attributes into the BI Analytics cube

Tony Bell — Fri, 27 Jun 2008 11:28:59 GMT

The cube that is created during the installation of BI Analytics is based on the standard structure of CRM and does not contain any of the custom entities or attributes that may be in your CRM system. In order to get those custom entities and attributes into BI Analytics, you will need to modify the cube after the installation. Below is a link to a document that will show you how to add a custom attribute to CRM, then add that custom attribute into the cube to make it available for your BI Analytics reports and dashboards. It will also show you how to create a custom Time Dimension, which will allow you to make use of the advanced filtering capability of BI Analytics.

Support Guide - Cube Modification:
http://www.box.net/shared/zcd5upasck

CRM 3.0 to 4.0 upgrade with BI Analytics

Tony Bell — Fri, 27 Jun 2008 11:16:57 GMT

Please click the link below to download the upgrade procedure document:

CRM 3.0 to 4.0 Upgrade with BI Analytics

Sever error in 'Analyzer/' application

Tony Bell — Wed, 25 Jun 2008 10:44:23 GMT

'Microsoft.Crm.WebServices.Crm2007.MultipleOrganizationSoapHeaderAuthenticationProvider, Microsoft.Crm.WebServices, Version=4.0.0.0, Culture=neutral,PublicKeyToken=nnnnnnnnnnn' doesn't exist.
Parameter name: Microsoft.Crm.WebServices.Crm2007.MultipleOrganizationSoapHeader/AuthenticationProvider, Microsoft.Crm.WebServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=nnnnnnnnnnnnn

If you are getting the above error while installing BIA, it is most likely the [i]Default Web Site[/i] website does not exist. It is possible that the [i]Default Web Site[/i] has been replaced or renamed. In the screen shot below, as you can see there is only a site called "Default" (compare to original "Default Web Site" in screenshot2).

[b]To fix this issue,[/b] create a Default website that duplicates the original structure of the Default website and then installing BIA properly.

"Divide by zero" error during cube installation

Tony Bell — Wed, 25 Jun 2008 10:31:38 GMT

Occasionally while installing the cube for BI Analytics, you may encounter an error message indicating a "divide by zero" error.

[img]http://s2kaccessories.com/pics/SCC/01.jpg[/img]

This is caused by the entry of 0.00 in the ExtendedAmount column in the OpportunityProductBase table in CRM. The solution to this problem is to convert the zeroes to NULL. You can do this by writing a T-SQL script.

When the error occurs, do not cancel the installation. Instead, simply open the SQL Server Management Studio and use the following script to identify the records that have 0.00 in the ExtendedAmount column:

SELECT * FROM dbo.OpportunityProductBase
WHERE ExtendedAmount = 0

[img]http://s2kaccessories.com/pics/SCC/02.jpg[/img]

Once you have identified the records, use an UPDATE statement to change the 0.00 value to NULL:

UPDATE OPB
SET ExtendedAmount = NULL
FROM OpportunityProductBase OPB
WHERE ExtendedAmount = 0

[img]http://s2kaccessories.com/pics/SCC/03.jpg[/img]

Once you've done this, you can proceed with the cube installation. Just click the Retry button to continue with the cube installation.

[img]http://s2kaccessories.com/pics/SCC/04.jpg[/img]

The cube should process successfully.

[img]http://s2kaccessories.com/pics/SCC/05.jpg[/img]

Configuring BI Analytics for use with a login form

Tony Bell — Wed, 25 Jun 2008 10:28:21 GMT

Many times CRM is accessed from a secure login form to allow users to access CRM from outside the domain (traveling, work from home, etc.). In this case it is necessary to make a modification to the Sitemap in CRM in order for BI Analytics to be accessible.

Here are the changes that need to be made to make BI Analytics accessible from the secure login form:

Click the [b]“Settings”[/b] button in CRM
Click [b]“Customization”[/b] from the list that appears above the buttons
Click [b]“Export Customizations”[/b] in the pane on the right
Scroll down the list and select Site Map
If using CRM 3.0: From the menu, click on [b]“More Actions”[/b], then [b]“Export Selected Customization”[/b]
If using CRM 4.0: From the menu, click on [b]“Export Selected Customization”[/b]
Save the file to the desktop
Only if using CRM 4.0: Unzip the file (right-click on it and select Extract All Files)
Make a copy of the file before editing
Open the file with WordPad and scroll down to the bottom and find the section that begins with: <Area Description="BI Analytics for Dynamics CRM"… (it should look like the code below):

<Area Description="BI Analytics for Dynamics CRM" Icon="http://MOSS:8081/Analyzer/images/crm/analyzer-logo.gif" Id="BIAnalytics" ShowGroups="false" Title="BI Analytics">
<Group Description="BI Analytics Group" Id="BIAGroup" IsProfile="true" Title="BI Analytics Group">
<SubArea Description="Click to access BI Analytics reports" Icon="http://MOSS:8081/Analyzer/images/crm/c360Icon.gif" Id="BIASubarea" Title="BI Analytics" Url="http://MOSS:8081/Analyzer/" />
</Group>
</Area>

Change all references to the machine name to the fully qualified name of the server (using the port address of the BI Analytics website also, if necessary) as in the example below:

<Area Description="BI Analytics for Dynamics CRM" Icon="http://[color=#0000BF]crm.mycompany.com:8081[/color]/Analyzer/images/crm/analyzer-logo.gif" Id="BIAnalytics" ShowGroups="false" Title="BI Analytics">
<Group Description="BI Analytics Group" Id="BIAGroup" IsProfile="true" Title="BI Analytics Group">
<SubArea Client="Web" Description="Click to access BI Analytics reports" Icon="http://[color=#0000BF]crm.mycompany.com:8081[/color]/Analyzer/images/crm/c360Icon.gif" Id="BIASubarea" Title="BI Analytics" Url="http://[color=#0000FF]crm.mycompany.com:8081[/color]/Analyzer/" />
</Group>
</Area>

Save the changes to the file and close it
In CRM Click “Customizations” in the list on the left
Click “Import Customizations”
Click the “Browse” button on the right, select the edited file and click the “Upload” button to import the edited sitemap file back into CRM

You should now be able to access BI Analytics from within CRM after logging in from a secure login form.