Hi all,

I'm experiencing a couple issues these days when I generate reports and export them to Excel: numbers seem correct in Apptio but when I open the export there is a mismatch.

Has this ever happened to anyone?

Appreciate it if you share your experience, maybe there's a better way to do it =)

Regards

Hi Andres! How are you extracting the data from Apptio? I've experienced this myself, depending on how I've pulled the data.

Thank you for answering Kaitlin,

It's always with report tables, I right click on the table and select "Open in Excel". 

Sometimes when I change fields from rows to columns there is also a small mismatch. And it has always happened with aggregated metrics over time (i.e YTD, etc), never with monthly values for a metric.

If you're largely or only seeing value discrepancies when you're calculating values across time, I would look into the links that @Jenny Franklin has posted below, specifically with regards to enabling all_rows. I've run into similar issues like this in the past and all_rows ("show all-rows in time based query") often resolves the issue. Since then, I've tried to get in the habit of enabling all_rows if I know I may, at some point, use the dimension/metric to calculate across time.

Hopefully this works for you!

Hi again Kaitlin,

I have published the Cost metric as a perspective checking the enable all rows box and indeed the Open in Excel is now working correctly... does this mean I have to create a perspective for all the metrics I use across time?

Thank you!

Hi Andres!

For published metrics, that should be necessary. However, if the field you want to use is not an Apptio-defined "metric" (i.e.: a model or calculated metric that lives in the Metrics section in the Project Explorer instead of the Table section), I'd recommend re-publishing the dimensions (maybe start with the key ones that are already being measure across time, like QTD and YTD. There's likely a better way but I can't think of any off of the top of my head at the moment.

In case you don't have it, here is a Report Studio guide for R12 (Report Studio Guide v12.1) that may be helpful to reference, specifically, page 24 (I still refer to this guide from time to time). While it is a bit out of date, much of the content is still applicable.

Good luck!

Hi again Kaitlin, 

Thank you for the reference, I will be checking/republishing some of the metrics to ensure they show all the rows across time

As for the modeled Apptio metrics, i.e Cost, if I understood correctly do I have to assume those should be working accurately? Because as far as I recall I have also experienced the same issue with these ones (not if I publish them).

Apologies for all the questioning! In any case, knowing about the perspectives my issue is (at least partially) solved for the time being. 

Thank you again!

Regards

Hi @Andres SANTIN!

No apologies necessary! The modeled metrics should work, especially if you enable Value Field Settings; calculated metrics also work (i.e.: using formula with YearToDate(metric)) but you will likely run into issues if you're using a drill. If you'd like more background, this article is pretty helpful albeit used in a slightly different context: https://tbmcouncil.jiveon.com/message/4310?commentID=4310#comment-4310.

How are you calculating a modeled metric across time where you're seeing the discrepancies?

-Kaitlin

Hi Kaitlin,

Thanks for the reference it is very well explained!

Indeed I am using the Value Field Settings to calculate YTD values, hence my concern about the correct exporting of the data. The current workaround I am using is having the YTD Months in the columns field, and use the Cost metric without aggregating it, this way the results come out right. Just FYI, I opened a ticket in Apptio Support about this and they are looking into this issue as they are unsure it is working the way it should be. 

I will let you guys know when I have an answer

Thank you!

Hi @Andres SANTIN! Were you able to get some guidance from the Apptio Support team?

I've encountered this a few times especially if I've filtered on the data within Apptio. We have also seen it happen due to a rounding issue we stumbled across

Thank for your response Julie,

In my case I have not seen a difference between filtered and unfiltered tables. I have indeed seen the rounding issue as well, but it is not what I am referring to at the moment, which is bigger gaps.

Regards

Ahh ok I've not experienced that but will be keeping an eye on this post in case I ever do. Thank you for raising it

Have seen it with the Cost YTD metric, but when using =YearToDate() it would do okay.  Might check one of these two to see if they are causing it, too - just out of curiosity..

https://tbmcouncil.jiveon.com/docs/DOC-6417 
https://tbmcouncil.jiveon.com/message/13914 

Hi Jenny, 

Thank you very much for the links.

Please refer to my answer to Kaitlin Smith =)

Thank you again!