Troubleshoot Your Data
Is your data not adding up? Here are a couple of things you can do to troubleshoot.
- Teams have an important role in Plecto. If you have added teams to your widgets, dashboards or reports, please verify that there are employees assigned to those teams. Go to Organization > Teams and go through your teams to understand if something is missing.
- Alternatively, you can look at the employee list in Organization > Employees. Sometimes the same employee profile can appear twice – that can happen if you integrate with multiple systems and/or have created employee profiles manually.
- Plecto imports all active employees. However, some systems prevent Plecto from merging employees automatically. If you see that there are duplicate employee profiles, you can do a manual merge. Learn more about merging employees in Plecto.
Is your data source up to date? When integrating Plecto with an external system, Plecto will import one month's worth of data to help you get started. If you want to have all your data in the data source, you should run a manual import.
- Go to Data management > Data sources and open your data source settings.
- Click the Import more data button.
- Choose how much data you want to import by selecting a time period, then click Start import.
SQL data sources also support manual import
You can run a manual data import on SQL data sources. Open the data source settings and click Import historical data. Keep in mind that if you want to import lots of historical data, you should split the imports into multiple sessions. If you import a lot of old data at once, the database might not be able to complete the import.
- Have you renamed your sheet? When Plecto looks for the data, it uses the spreadsheet ID and the sheet name. If you rename the sheet, the automatic imports will stop, so do not rename the sheet.
- You can't import Excel files (.xlsx) even if they are on your Google Drive. This integration only supports Google Sheets files. What you can do is import your Excel file into Google Sheets and use that Google Sheets spreadsheet to integrate with Plecto.
- Check if all the rows in the sheet have external IDs. Plecto will only import those spreadsheet rows that have an external ID. This doesn't apply if you use row numbers as the external ID.
Dashboard not showing data
- Check the default date in the data source settings. If the default date is the Created date (also called Date in the dropdown), you should change it. The Created date updates along with each automatic import, so it's not a reliable data point to measure the KPIs by.
- Can't see your employees? Have you changed the Employee field (also called Use this field as the member in Plecto)? If you don’t change the default member field in the data source settings, all registrations will be associated with an employee called Google Sheets.
All teams have the right employees, and you have imported all of the data... does it seem like something is still not adding up? Go to Data management > Data sources and open your data source settings to see the default date used in formulas.
The default date determines what date field from your data source is used as the basis for your formulas. Say you have two date fields, Created date and Updated at, and you have made 15 new registrations this week but only updated 10. Depending on which of the two is the default date field, the formula will return different values when counting the number of registrations: 15 (Created date) and 10 (Updated at).
- For manual data sources, the default date is usually the Created date.
- Integration data sources have different default date fields, depending on your integration. You can choose which date field to use as default in the data source settings (see the example below).
An example of the "Default date used in formulas" field in integration data source settings.
Tip – add date modifiers to your formulas
If you want the formula to do calculations based on a different date field than the default date, you don't necessarily have to change the default date in the data source settings. You can apply a date modifier instead. Read about the date & history modifiers in Plecto.
Sometimes the issues lie within the formulas. Here is a short checklist of things to verify:
- Make sure your formula is referring to the correct data source.
- Double-check your filters. If you are using any filters in the formulas, make sure they refer to the correct fields in the data source. Filtering is case sensitive, which means that the filters must be spelled exactly the same as they appear in the data source.
- You might have to add a date modifier if you want to use another date field in the formula.
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