support 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/

Act!-Outlook Integration Support: A Case Study

By | Act!, Administrative, Support, Tips and Tricks, Training | No Comments

Have you ever had trouble with your Act!-Outlook integration? Here’s how Caldere helped a client with a difficult issue.

The Client

One of our longstanding Act! clients uses a complex system of several databases and has a few dozen users in total. Their data administrator is what IT support people consider a “superuser”, someone who has more experience and authority than most other people in her company who use the program. She’s smart, and has become knowledgeable enough to train new users and to deal with many common problems on her own. So when she calls us with an issue, as she did not long ago, we know it’s going to be an interesting one!

Act!-Outlook integration supportThe Support Issue

When Act!-Outlook integration is set up and functioning properly, an Act! user can access e-mail from within contact records. They can start an e-mail with a contact by clicking within the contact’s record, the e-mail itself should show in contact history, and so forth. One staff member had lost the ability to use that Act!-Outlook integration functionality.

The data admin knew the usual things to do, of course. First she made sure the staff member had the right permissions. She looked to see whether they were accessing the right database files in the right way, and she asked them whether Outlook itself had had any issues. She checked the staff member’s Act! Preferences to make sure the e-mail settings were correctly set as Caldere had recommended. But then she was surprised to see that E-mail System Setup didn’t show the check boxes for selecting either Outlook or Act! e-mail. The field where the options were normally shown was quite blank. All she could do was close Act! and call us for support.

Diagnosing the Act!-Outlook Issue

We contacted the data admin, and she sat with the staff member to consult while we set up a remote support session on the user computer. First we checked the data admin’s work to make sure we understood what she had seen and done. We confirmed that the options were not appearing in E-mail System Setup, and we made sure all the easiest fixes had been tried (it’s always best to try those first!).

Then we moved on to intermediate-level diagnostics. We verified that the user was running compatible versions of Outlook and Act!, and that there were no known conflicts between the Act! plugin for Outlook and any other Outlook plugins. The user’s Outlook profile looked fine. There were no identifiable compatibility issues between Act! or Outlook and any other software installed on the computer.

How We Solved It

We moved on to the more advanced-level fixes. These can involve fixing damaged programs, editing the registry, or as a last resort uninstalling and reinstalling Act! itself, so they would not have been things the data admin would have tried by herself. One problem that is known to cause the E-mail SystemFinding the way through Setup to show blank is related to Microsoft Visual C++. Since C++ is a Microsoft product, not part of Act!, only limited assistance is available from the Act! vendor’s customer support. We wound up removing the suspected problem redistributable and reinstalling it from a verified good download. We then downloaded and ran a complex batch file that reset several functions and ensured the newly reinstalled redistributable was operating properly.

After applying that fix, we rebooted the user computer and checked to make sure the options appeared in E-mail System Setup (they did, and everyone cheered). We verified that Act! worked as expected once the preferences were set according to our usual operating standards. Then we opened Outlook and verified that the add-ins had been properly installed and were working correctly with Act!. We made sure that the data admin and the staff member understood the issue and that they were happy with the solution, then we ended the support session and let them get back to work.

What We Can Do for You

At Caldere, our tech support team has been working with Act! for many years. We combine our unusual depth of experience and intelligent grasp of systems with a willingness to go the extra mile in identifying and resolving the problems that stop you from being productive. Call us if you’d like us to be your first line of defense when unexpected things happen.


More details about the solution we successfully applied in this case study can be found in the Act! Knowledgebase.

Great Power BI Updates for the New Year!

By | Power BI | No Comments

Just before the new year Microsoft made some great Power BI updates, especially to their Power BI mobile apps. These new updates include:

  • New capability to share an annotated report by adding inking, text or symbols to a snapshot of any dashboard tile. This update has improved the menu and user experience to make it even easier and quicker to annotate and share. We can add a call to action on a specific metric and share the annotated snapshot over email, text or any other social apps. In addition, when we share a snapshot via email, Power BI will also generate a deep link to the tile or report. For example, Act! users viewing their closed-lost opportunities will be able to make annotations on the diagram.
  • Geofiltering for reports on Android devices.
    Earlier this year Power BI introduced the ability to filter reports based on the user’s current location for the iOS app. Now we can also use our Android device to filter reports by our current location. When using this app, we can filter our data by our country, state or city. As long as we are using the app, the filter will remain in effect in the reports to which we applied it. Act! users will now be able to section their Act! contact list data within Power BI.
  • Improvements to existing features:
    • Visual Links
    • Apple Watch integration
    • Offline background refresh adjustment to reduce mobile data consumption.

These new Power BI updates allow us to make sure our dashboards are always up to date, just by marking them as favorites.

A Holiday Message from Caldere

By | Administrative | No Comments

Our message to you

One of the real joys this holiday season is the opportunity for us at Caldere to thank our clients for their trust and their custom, and our collaborators for their generosity and professionalism. We wish every one of you the very best.

Let’s all look forward to a happy and peaceful new business year filled with professional camaraderie, mission growth, exciting opportunities, and financial prosperity.

david-brooks-quotation-holiday-post

(David Brooks)

Holiday operating hours

Caldere will be operating with full support staff available through December 16. We will be operating with reduced availability through December 20.

From December 21 to January 2 our office will be closed.

If you are a client who requires support assistance on an emergency basis during that time, please contact us using the Contact Us form, or email us directly at support@caldere.com. We will get in touch soon.

We will resume normal business hours on January 3.

All of us at Caldere wish you a happy Christmas and a wonderful New Year’s Day!

Final Upgrade Notice for Act! v16 Users

By | Act!, Maintenance | No Comments

Support centerSwiftpage support is being discontinued for Act! v16!

Beginning in December 2016, Act! v16 customers will be unable to purchase additional licenses for Act! v16. Swiftpage will stop supporting this version. As we approach this date, users of Act! v16 should consider this the right time to upgrade to Act! v18 and take advantage of better functionality, resolutions of known issues, and continued Swiftpage support.

What’s in the new upgrade?What's New

  • Increased compatibility with platforms we use every day, such as Windows 10 and Office 2016.
  • New features and enhancements introduced in later versions.
  • Connection to hundreds of business-critical tools and applications, including PayPal, using Act! Connect.
  • Numerous improvements to performance and usability, introduced to increase efficiency and enhance your user experience.

Upgrade now!To discuss the best upgrade options for your business, contact us now!

Limited time loyalty pricing ends November 30, 2016. Flexible pricing and deployment options are available.

Please call +44 (0)118 945 6220, email info@caldere.com, or use the message form to contact us via the site.

Caldere and Salesforce Are Partners!

By | CRM, Salesforce, Salesforce Partnership, Using Salesforce | No Comments

Did you know that Caldere Associates are also Salesforce Consulting Partners? Let us help you think about how to use this flexible, complete success platform to not only manage, but also to take full advantage of, your customer relationships and your valuable marketing data.

Salesforce The Customer Success Platform logo

What is Salesforce?

Salesforce is the world’s leading CRM software and enterprise cloud ecosystem, suitable for businesses of any size in any industry, from large industrial enterprises to small non-profits. Because it runs completely in the cloud, it is independent of software and hardware. This means nothing to set up, no tether to a certain machine… you can work from anywhere you have an Internet connection with any device that can access the Internet (phone, laptop, tablet). It is designed to handle all of your interactions with prospects and customers, with integrated solutions that help you with marketing, sales, and support. Connections with communications media from e-mail to social websites give you the ability to personalise and deliver targeted marketing campaigns. Built-in business intelligence capability gets you started on analysing and understanding your data and generating sophisticated, meaningful conclusions. Best of all, a strong cloud app development platform gives you thousands of options to customise your Salesforce experience and to interface with other programs you already use without additional infrastructure.

Get to know the power of Salesforce

We’re excited about the comprehensive and integrated functionality in Salesforce, and about its ability to make sense of business data and help you profit from it. If you would like to explore how Caldere can help you use Salesforce to take care of your sales, support, marketing, communication, and analytics requirements, or to talk about how to take advantage of Salesforce’s powerful tools to bring a fresh perspective to new ways of being successful, please contact us at 0118 9456 220 or info@caldere.com.

How Can We Help?

Find out how Caldere can help you to build a more successful business:
Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

Contact us!