Sage 100

I'm doing my first conversion from FRx to SI. Any insights you have are helpful. 

1. Reporting tree data
The client has about 145 Reporting Tree Units. Most of them work as expected and return data.
But about 30% of the reporting units return the text "Reporting Tree" to the cells instead of numbers. 
When I look up those reporting units in the manage reporting trees dialog, they display accounts at the bottom of the window as expected. 


2. Reporting Tree Unit in report title
Is there any built in method for showing the reporting tree unit in the report title, like FRx?
The cell with the function for the reporting tree shows a long path name that is not very friendly for the end user.
If not a built in method, what work arounds do you use to show the reporting tree unit in a friendly manner?

3. Reporting Tree path length
I've found that rptg tree units with a long path string will truncate the path in the function's cell and paste the rest of the string in the cell below.
The result being the rptg tree path does not work

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Clark Walliser
Senior Consultant
DSD Business Systems
San Jose CA
Clark
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HI
#1 - I would try selecting the tree branch and sliding it over to the cell and see if that refreshes the link.
#2 - ​​I use a Mid function: 
use the mid function to find > in a tree
=MID($A$1,FIND(">",$A$1,1)+1,25)
 ​

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Nancy Hanson
Blytheco LLC
Eagan MN
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1. Have done that multiple times, including switching to another unit, the switching back to one of the problem units.
2. Most of these units are multiple levels deep, so there might be 3 or for ">" characters in the string.
But I think I see what you are saying, do a formula to find the last ">" in the string, then do the mid function from that point on.

Thanks!

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Clark Walliser
Senior Consultant
DSD Business Systems
San Jose CA
Clark
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Original Message:
Sent: 01-17-2019 12:48
From: Nancy Hanson
Subject: Sage Intelligence Reporting Tree - not returning data when run

HI
#1 - I would try selecting the tree branch and sliding it over to the cell and see if that refreshes the link.
#2 - ​​I use a Mid function:
use the mid function to find > in a tree
=MID($A$1,FIND(">",$A$1,1)+1,25)
 ​

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Nancy Hanson
Blytheco LLC
Eagan MN
------------------------------

I think I found the problem.
BEWARE OF NON-PRINTING CHARACTERS WHEN YOU COPY / PASTE!

I had to manually transfer the reporting tree from FRx print screens/pdf. No direct access to FRx.
Apparently some of the copied data included non-printing characters. Hard to see those critters.
I manually re-entered the unit name, and Shazam! there was data. 

Now to manually type 63 reporting units....

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Clark Walliser
Senior Consultant
DSD Business Systems
San Jose CA
Clark
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Copy / paste from Excel always comes with baggage.  We've run into this from multiple directions (like customers creating ItemCodes with CRLF at the end).

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Kevin Moyes
Technical Systems Analyst, Munjal-White Consulting
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 01-18-2019 09:55
From: Clark Walliser
Subject: Sage Intelligence Reporting Tree - not returning data when run

I think I found the problem.
BEWARE OF NON-PRINTING CHARACTERS WHEN YOU COPY / PASTE!

I had to manually transfer the reporting tree from FRx print screens/pdf. No direct access to FRx.
Apparently some of the copied data included non-printing characters. Hard to see those critters.
I manually re-entered the unit name, and Shazam! there was data.

Now to manually type 63 reporting units....

------------------------------
Clark Walliser
Senior Consultant
DSD Business Systems
San Jose CA
Clark
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