Tips and Tricks for Upgrading FRx to Management Reporter

Recently, we upgraded a client's FRx to Management Reporter using the upgrade wizard. While I was disappointed by the lack of magic tricks involved in the process, it was fairly easy to use. As long as the how-to guide provided by Microsoft is followed step-by-step, the conversion should not take more than an hour or two and will result in functioning Management Reporter reports (assuming that the client's FRx is properly configured). The procedure is easy to follow, but there are some differences between FRx and Management Reporter that may cause MR reports to not generate. With a basic understanding of Management Reporter, these problems can be fixed in no time at all.

The first error that I ran into involved how calculated fields are written in MR. When attempting to run the client's report I received the following error: "__ is not a valid row code. Ranges require valid from and to row code references." An intimidating error message, right? Luckily, it has a quick fix. In FRx, when calculating fields in your row definition, you can write the summations and subtractions by just referencing the different rows that you need added and subtracted. MR allows you to do this as well, but it requires the "@" symbol to be placed before each row included in your calculation, pictured below.

Presto! You can now save your row definition and generate the impacted reports.

Another problem that I ran into after I ran the upgrade wizard involved using the description function in the row definitions. In the client's FRx row definition, the description referred to its own row. Despite the circular logic, FRx still allowed the reports that used that row definition to be generated.

The same cannot be said for Management Reporter. You will not be able to generate your desired report with this error in your row definition. To fix this, simply replace the destination row in the function to the row that actually contains your description. Abracadabra! Your report will now generate and you can get back to looking at your company's financials.

The upgrade from FRx to Management Reporter can feel a little overwhelming at first, but with Microsoft's how-to guide in hand and these few tricks in your repertoire, your conversion will go smoothly.

The Microsoft how-to guide can be found here.

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