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Solver BI360 One Stop Reporting Excel Add-In Does not Load

There is an issue with the BI360 OneStop Reporting Excel Add-in by Solver  not creating the correct registry entries during installation. The installer finishes without error but the BI360 OneStop Reporting Excel Add-in does not load when you open Excel. As the BI360 OneStop Reporting Excel Add-In does not load, the OneStop Reporting Tab does not appear in the Excel Ribbon. When you go to Options > Add-ins in Excel the OneStop Reporting Add-In shows as inactive but it is checked as active. The installer is creating the registry keys and values in the wrong location.

Important: This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. The following is provided without warranty.

Copy the following text to notepad or another text editor. Save it as something like OneStop.reg. Right click on the saved file and select merge.

Windows Registry Editor Version 5.00

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node]

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft]

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office]

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Excel]

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Excel\Addins]

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office\Excel\Addins\OneStop.ReportDesigner]
"FriendlyName"="OneStop Reporting 3.7"
"LoadBehavior"=dword:00000003
"Description"="Excel-based reporting like you have never seen it before!"
"Manifest"="file://C:\\Program Files (x86)\\OneStop Reporting\\v3\\OneStop.ReportDesigner.vsto|vstolocal"

[-HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Wow6432Node]

Adding Aggregate Totals to Stacked Charts in Microsoft CRM 2011

How do I add an Aggregate Total on top of Stacked Column or Stacked Bar Charts in Microsoft CRM 2011?

I found the following website to be absolutely helpful in guiding you through the steps to add aggregate totals to multi-series stacked charts: http://crmchartguy.wordpress.com

A helpful tip—If you are using a series defined by “Count”, make sure that when you are adding filters to the series in the fetchcollection that you label aggregate=”countcolumn”. If your aggregate=”count”, your filters will not be applied.

Dynamics GP 2010 Historical AP Aging in SRS

Dynamics GP Historical AP Aging – SRS

 

After spending countless hours searching the internet and finally working with Microsoft – I wanted to share my findings on how to get the Historical AP Aging report in SRS to match what the GP version of the report has for balances.

  • You must be on GP 2010 SP 3 – anything prior to this, the Historical AP Aging has issues and will most likely not balance to your GL or the canned GP report
  • You will notice strange characters in the ‘To’ areas of most of the parameters – you don’t need to change these.  Unless you are specifically trying to exclude something.
  • The SRS report REQUIRES that you enter the from and to date (unlike the GP report that uses the Print/Age as of Date).  If you leave this defaulted to the dates already put in, you will get an aging with all transactions posted through today.

This last point was the one we kept overlooking.  Sometimes the answer is right in front of you!

Dynamics GP 2010 Historical AP Aging in SRS

Dynamics GP Historical AP Aging – SRS

 

After spending countless hours searching the internet and finally working with Microsoft – I wanted to share my findings on how to get the Historical AP Aging report in SRS to match what the GP version of the report has for balances.

  • You must be on GP 2010 SP 3 – anything prior to this, the Historical AP Aging has issues and will most likely not balance to your GL or the canned GP report
  • You will notice strange characters in the ‘To’ areas of most of the parameters – you don’t need to change these.  Unless you are specifically trying to exclude something.
  • The SRS report REQUIRES that you enter the from and to date (unlike the GP report that uses the Print/Age as of Date).  If you leave this defaulted to the dates already put in, you will get an aging with all transactions posted through today.

This last point was the one we kept overlooking.  Sometimes the answer is right in front of you!

Internet Explorer 10 Compatibility Mode

As Microsoft has deployed its latest browser, you may have some problems on some CRM websites. Turning on Compatibility Mode for these sites will allow them to function properly again.

In the browser menu bar, select Tools (If you don’t see the menu bar, tap the ALT key on your keyboard, now you should see all the menu options) then select Compatibility View Settings.

The website you are on will automatically be filled in at the Add this website dialog (if it is not, add the URL for your CRM server). Click the Add button. This will add your site to Compatibility Mode. Click Close and the site you were on should automatically reload in Compatibility Mode and work correctly.

Please refer to this Microsoft http://support.microsoft.com/kb/2743941 article for more details.

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