OrgPublisher – Data Errors – Resolving Reporting Relationship Problems
Applicable Product:
- OrgPublisher
Applicable Release:
- All Releases
Summary:
OrgPublisher helps you clean your data and keep it clean. OrgPublisher identifies orphan records and other broken relationships. This is most common with Reports-to hierarchies. As you bring data into OrgPublisher, the relationships/hierarchy in the Parent Box ID and Box ID are evaluated. If problems exist, warning messages appear.
If you open a chart that contains incomplete or invalid reporting relationships:
| ACTIVATE ERROR MESSAGE DISPLAY | |
| OrgPublisher V11.x: | OrgPublisher V21 and later: |
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To activate the display of warning and error messages, open OrgPublisher. Then, click on Options. If a check mark appears beside Messages, the warnings will display. If not, click on the word Messages. This will activate the check mark and close the Options display.
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To view data error in OrgPublisher V21 and later, open the Data Source and click on ‘Validate’. |
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Click on ‘Copy List to Clipboard’ and paste it into Excel. |
Click on ‘Copy to Clipboard’, paste it into a text editor, save it and then open it in Excel.
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| Solving Data issues are not dependent on the version of OrgPublisher below are the types of errors you might see. | |
| ORPHANS | |
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In the examples below, April Mennt shows that they report to ParentBox ID (Supervisor or Manager Employee ID) 263. OrgPublisher is indicating that there is not a record with the Box ID 263. Karen Smith, Box ID 26 does not have a Parent Box ID. Neither does Russell Heis. One record is incorrect. OrgPublisher has selected Russell Heis as the top of the organization. Karen Smith is incorrect, HR should update their HR system with Karen Smith’s Manager ID. |
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| RECURSIVE RELATIONSHIPS | |
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The following example shows 3 sets of recursive relationships. · John Minder and Gail Springfield report to each other. · Greg Pink, Paul Melbram and Amy Stepp report to each other. · Lou Ramos reports to himself. All of these data errors must be corrected for the chart to draw and function properly.
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| DUAL REPORTING RELATIONSHIP FOR A RECORD | |
| OrgPublisher V11.x: | OrgPublisher V21 and later: |
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This error indicates that a Box ID is used for more than one record. You are told in the error message the Parent Box ID‟s effected, as well as the Box ID that is duplicated. Please note: If this is intentional, you do not need to correct the error. But this warning will continue to display and will stop you from automatically publishing your charts. Also, if there are other records that are duplicated, their errors will appear as you correct the proceeding error. |
In OrgPublisher V21 and later this type of error is included in the Orphan records.
Please note: If this is intentional, you do not need to correct the error. But this records will continue to display as orphans but it will not stop the chart from displaying.
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Keywords:
Data Error
Orphan
Recursive
Created : Melanie Culp
Reviewed: Alvin Ee 08 June, 2023