meeta Archives - Caldere Associates

Years 2000 and 2500 Incorrectly Shown in Power BI Report

By | Act!, Power BI, Support, Tips and Tricks | No Comments
By Meeta Gargav

We came across an unusual situation in which incorrect years (2000 and 2500) were shown in the X-axis of a Power BI report. Our questions about this issue weren’t specifically answered no matter how much Internet searching we did. We did find a workaround, and we’re describing it in this blog post in the hope that it saves someone else tearing their hair out!

Incorrect Years 2000 and 2500

We created a Power BI report using data from the Act! Opportunity module. This simple report shows the count of opportunities won (Y-axis) over the time period (X-axis).  The slicer in this report is the actual close year.  The report works as expected when we select multiple years.

year 2500 glitch (1)

However, we noticed issues with the report when we selected only a single year. Instead of the selected year (2015 in the example), the X-axis displayed the year 2000, which we did not select, even though it displayed the appropriate data for 2015. It also added 2500, a year that did not correspond with any data, and that did not even appear in the list.

Showing 2500 in X-axis

We get quite a few hits when we run a search on power bi displaying the wrong year.  Some of them are listed at the end of the post, but my workaround is different from the recommendations I found on Google.

Our Workaround

When the issue is present and we select X-Axis in the Format section, we notice the Type drop-down is set to Continuous. Type allows us to choose either Continuous or Categorical.

Most of the resources I found on the Internet say that in a report like ours, the Year should be set to Continuous and the Scale Type to Linear. I found that this setting didn’t work in the case at issue. But when we change Type to Categorical, the report appears as we expect.

Wrong Year Issue Corrected

Here’s a closeup of the corrected report:

Corrected report

The other workaround that I have found is to create another Year column and make it a text field. We would then use the decimal Year for the slicer, and the text Year for the X-axis. However, the reason I don’t use this as my default is that we would then be bulking up our Power BI report with extra columns.

I am really interested in what you think of my workaround, so please leave a comment.

View a YouTube demonstration of the issue and workaround by clicking this link!


Here are a few of the search results that I examined:

https://community.powerbi.com/t5/Desktop/shows-wrong-year/td-p/27652
https://www.mrexcel.com/forum/power-bi/894525-correct-date-wrong-display-powerbi.html
https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-data-types/

Time Management (and Tomatoes)

By | Act!, CRM, Tips and Tricks, Training | One Comment
By Meeta Gargav

It’s October, which means it’s supposedly a time of mists and mellow fruitfulness. I’m not sure about the mists, and as for the mellow fruitfulness, all I can say is that my greenhouse tomatoes are still looking decidedly green and unappetising. I had such hope for them when I sowed the seeds back in March. Ah well, there’s always chutney as a standby – again.

So, what else does October have in store? Of course, Bake Off is already back on TV (sadly without any recipes for what to do with a ton of green tomatoes!). In terms of events to plan for, we’ve got Diwali just a few weeks away, followed by half-term at the end of the month, then Halloween and then Bonfire Night.

After that little lot all attention switches to the big event that happens every year in December. Don’t worry, I’m not going to name it, but it’s a shocking revelation to realise that there’s just a little over 10 weeks until the big day. Seems like an age but you know it’s going to be on top of us before we know it. One lesson I’ve learned from previous years is to start planning as soon as possible to give yourself as big a head-start as you can, and that, with everything else going on, requires some pretty good time management.

My planning arrangements for Christmas (there, I’ve said it) can just as equally be applied to the office environment, where time management is even more critical to meeting deadlines. Any tools that can assist in achieving targets have to be regarded as a good thing. This reminded me of some recent findings I saw published by Forrester Research. They showed that:

24% of respondents are NOT using any CRM system … and of those that do use CRM, up to 60% fail to meet expectations.

So, to summarise, one in four people aren’t using a CRM system. If we save 15 minutes a day, we are saving a full day every month. Think about the time we spend looking for emails or setting up activities:

The minutes add up faster than you think!

Some of the benefits to be gained from using a CRM system include the following key point: Act! is fully integrated with Microsoft Outlook, which means we can send emails straight from Act! Think of how much time that could save.

In order to do this, you’ll need to set it up as follows.

  • From the Contact List View, highlight the contact name that you want to email. Right click on that name.

Highlight the contact name that you want to email. Right click on that name.

  • This will bring up the shortcut menu where you need to select Write -> Email. This will then open up a ready addressed email for you to write.

This will then open up a ready addressed email for you to write.

  • Once you have finished writing the email, click Send and, hey presto, you will automatically be returned to your Act! database.

E-mail shown in Contact History

What’s more, the email you have just written and sent will be attached to the contact card within the Act! database. Nothing could be simpler.

There are a few other ways to access email from Act!.

  • From the Contact Detail View, click on the email address within the E-mail field:

 From the Contact Detail View click on the email address within the “E-mail” field:

  • From the Contact Detail View, right click your mouse on a blank area. This will bring up the shortcut menu where you can then select Write -> E-mail:

 From the Contact Detail View right click your mouse on a blank area. This will bring up the shortcut menu where you can then select Write -> E-mail:

  • Within the Contact Detail View, go to the top menu bar and select Write ->Email Message:

 Within the Contact Detail View go to the top menu bar and select Write ->Email Message:

Try each of them and see which one you prefer. Hope it helps you save a little time.

Meanwhile, I need to start preparing myself for Diwali. Oh, and maybe I should think about planting my tomatoes a little earlier next year.

Now then where did I put my recipe for green tomato chutney?

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