Troubleshooting the Business Intelligence Connector Feature

This chapter will help you to diagnose errors which you might encounter when using the Business Intelligence (BI) Connector feature, and offer solutions to help you resolve them.

I can’t see a “Publish reports” role permission when I go to Administration > Global Settings > Users > Roles > [Select a role]

The Publish reports role permission is only available if your company has purchased the use of the BI Connector feature and OpenAir Customer Support has completed the setup for your account.

If you cannot see the Publish reports role permission, first contact your OpenAir account manager and ensure that you have purchased access to this feature.

If you have confirmed that your company should have access to this feature, contact OpenAir Customer Support and confirm that they have finished setting up the feature for your account.

There is no “Publish” icon next to my saved reports.

You won’t be able to publish reports if your company’s administrator hasn’t assigned you the Publish reports role permission.

Confirm that your company’s administrator has assigned you the Publish reports role permission.

My business intelligence tool cannot authenticate my credentials.

Basic Connection settings in the Microsoft Power BI OData feed dialog box showing an authentication error.

If you receive a message from your business intelligence tool saying that it cannot authenticate your credentials, you may have incorrectly typed your OData resource URL, User Name, or password, or you may be using the wrong credentials for your OData feed.

Confirm that you have entered the correct OData resource URL, User Name and Password.

Note:

Pay special attention to the slash between the Company ID and User name. You should use a back slash (\) and not a forward slash (/) between these two IDs.

My credentials and OData resource URL are correct, but I still get an error message from my BI tool.

This problem is known to occur with some versions of Microsoft Excel. It is possible that Excel is trying to connect to your OData feed as a V3 service and not a V4 service, and since V3 services are incompatible with the BI Connector feature, you will receive an error.

Connection error dialog in Microsoft Excel.

If using Microsoft Excel to connect to your OData feed, be sure to select the feed by going to the Data tab, then clicking New Query > From Other Sources > From OData Feed. Selecting any other options for connecting to the feed will result in an error.

Get data from OData feed in Microsoft Excel 2016 for Windows.

My report doesn’t appear in the list of published reports in my BI tool.

Each published report has a unique ID number which identifies it. OpenAir provides this report ID in the OData resource name field when you publish the report. For example, in the screenshot below, the report ID is report54:

Locating the OData resource name from the Publish status summary.

First, confirm that you are looking for the correct report ID. If the report ID is correct, confirm that you have published the report.

If the report is a scheduled report, confirm that it has been published according to its schedule.

My report data appears out of date in my BI tool.

This can occur if your BI tool caches report data.

To be sure that you have the latest report data, use your BI tool’s refresh option to pull the latest data.

Navigator Dialog box in Microsoft Excel 2019 for Windows.

Report data which I could previously see is now gone.

This can happen if a report you previously loaded was deleted.

To see the report’s data, publish the report again and re-load it into your BI tool.