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 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, but with some systems, it cannot automatically merge them. 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 installing a data source in Plecto from one of our integrations, Plecto will import one month 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 on the "Import more data" button.
- Choose how much data you want to import by selecting a time period, then click "Start import."
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 KPIs. 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.
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.