Reset the Financial reporting data mart

Článek
05/21/2024

This article explains how to reset the Financial reporting data mart for Microsoft Dynamics 365 Finance. The data mart can be reset in multiple ways, depending on the user's role and access to the client or infrastructure.

You should reset the data mart only when a small amount of processing is occurring on the database. Financial reporting will be unavailable during the reset process.

Note

To confirm that it's necessary to reset your data mart, see When to reset a data mart.

A reset of the data mart doesn't affect any report definitions that define the structure of reports. Nevertheless, it's always a good idea to have a backup of your reports, which you accomplish by exporting them. The steps for exporting report definitions are included at the end of this article in the section titled, Export and import report definitions, later in this article.

Reset the Financial reporting data mart from Report designer

To find the version of report designer, watch this video: How to find the version of Report designer.

To reset the data mart, in Report designer, on the Tools menu, select Reset Data Mart as shown in the following illustration. The dialog box that appears has two sections: Statistics and Reset.

Integration attempts

The Integration attempts grid shows how many times the system has tried to integrate transactions. The system continues to try to integrate data over a period of days if the first few attempts aren't successful. You will know that the data mart must be reset is if the number of attempts is 8 or more, and if there are many Dimension combination or Transaction records. In this situation, the data won't be reported on.

Data status

The Data status grid provides a snapshot of the transactions, exchange rates, and dimension values in the data mart. A large number of stale records indicates that numerous updates to the records have occurred. This situation might increase the time that is required to generate reports.

Misaligned main account categories

If you're using a release that is earlier than Financial reporting release 7.2.1, you might have to reset the data mart if you rename accounts and move accounts between account categories. These actions can cause main account categories to become misaligned. The Misaligned main account categories field shows whether you're experiencing that issue.

Reset the data mart and select a reason

If you determine that a data mart reset is required, select the Reset data mart check box, and then select a reason in the Reason field. The following options are available:

Missing or incorrect data – Based on the statistics, you've determined that data might be missing. Before you continue, we recommend that you work with Support to determine the root cause.
Restore database – The database was restored, but the database for the Financial reporting data mart wasn't restored.
Other – You're resetting the data mart for another reason. If you're concerned that there is an issue, contact Support to identify it.

Note

Verify that all data mart reset tasks have completed an initial load before you begin a reset. You can confirm this by looking for a value in the Last Runtime column by selecting Tools > Integration status.

Clear users and companies

Select the Clear users and companies check box if you restored your database, but then changed users or companies. You should rarely have to select this check box.

When you're ready to start the reset process, select OK. You're prompted to confirm that you're ready to start the process. Note that Financial reporting won't be available during the reset and the initial data integration that occurs afterward.

If you want to review the status of the integration, select Tools > Integration status to see the last time that the integration was run and the status.

Note

The reset is finished when all mappings show a status of RanToCompletion, and an "Integration complete" message appears in the lower-left corner of the Integration Status dialog box.

Reset the Financial reporting data mart for Dynamics 365 Finance + Operations (CHE, LBD and VHD) through SQL Server Management Studio

Note

The following steps are designed for Cloud Hosted Environments (CHE Tier 1 Dev), downloadable VHD images, and LBD On-Premises.

Before getting started, be sure that all users close Report designer and exit the Financial reporting area.

On the database used for Financial reporting (CHE & VHD - ManagementReporter or MRDB; LBD - FinancialReporting), execute the following script. which was last updated April 9, 2020: Reset Datamart Begin.txt

 ------------------------------------------------------------------------------------------
 ------------------------------------------------------------------------------------------
 --setup for servicing mode

 BEGIN TRANSACTION
IF NOT EXISTS(SELECT SCHEMA_NAME FROM INFORMATION_SCHEMA.SCHEMATA WHERE SCHEMA_NAME = 'Servicing')
BEGIN 
    EXEC ('CREATE SCHEMA Servicing') 
END

IF (DATABASE_PRINCIPAL_ID('GeneralUser') IS NULL)
BEGIN
    CREATE ROLE [GeneralUser] AUTHORIZATION [dbo];
END
ALTER AUTHORIZATION ON SCHEMA::Servicing TO [GeneralUser]

IF NOT EXISTS(SELECT NAME FROM SYS.TABLES WHERE Name = 'ServicingLock')
BEGIN 
    CREATE TABLE [Servicing].[ServicingLock] ([Name] nvarchar(255) not null, [Value] int not null, [LastServiceTimestamp] datetime null)
END

IF NOT EXISTS(SELECT 1 FROM [Servicing].[ServicingLock])
BEGIN 
    INSERT INTO [Servicing].[ServicingLock] (Name, Value) VALUES ('ServicingLockMode', 0)
END
 COMMIT TRANSACTION


 PRINT 'Entering servicing mode'
 DECLARE @result int;
 EXEC @result = sp_getapplock @DbPrincipal='public', @Resource='ServicingLock', @LockMode='Exclusive', @LockOwner='Session', @LockTimeout=300000;
 IF @result < 0 RAISERROR ('Unable to acquire SQL applock. Result: %d', 16, 1, @result);

 BEGIN TRY
 IF EXISTS(SELECT TOP 1 1 FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_SCHEMA = 'Scheduling' COLLATE DATABASE_DEFAULT AND TABLE_NAME = 'SchedulerRegister' COLLATE DATABASE_DEFAULT AND COLUMN_NAME = 'ServicingMode' COLLATE DATABASE_DEFAULT)
 BEGIN		
 	   UPDATE Scheduling.SchedulerRegister SET ServicingMode = 1 WHERE ServicingMode = 0		
 	   UPDATE [Servicing].[ServicingLock] SET Name = 'SchedulerServicingMode', Value = 1, LastServiceTimestamp = GETUTCDATE() WHERE Value = 0
 END
 PRINT 'Acquired servicing locks'

 --Disable maps
 DECLARE @triggerIds table(id uniqueidentifier, taskTypeId uniqueidentifier)
 INSERT INTO @triggerIds SELECT tr.[Id], tt.[Id]
 FROM [Scheduling].[Task] t with(nolock)
 JOIN [Scheduling].[Trigger] tr ON t.[TriggerId] = tr.[Id]
 JOIN [Scheduling].[TaskState] ts ON ts.[TaskId] = t.[Id]
 LEFT JOIN [Scheduling].[TaskCategory] tc ON tc.[Id] = t.[CategoryId]
 JOIN [Scheduling].[TaskType] tt ON t.[TypeId] = tt.[Id]
 WHERE tt.[Id] IN ('D81C1197-D486-4FB7-AF8C-078C110893A0', '55D3F71A-2618-4EAE-9AA6-D48767B974D8') -- 'Maintenance Task', 'Map Task'
 PRINT 'Disable integration tasks'
 UPDATE [Scheduling].[Trigger] SET IsEnabled = 0 WHERE [Id] in (SELECT id FROM @triggerIds)

 ------------------------------------------------------------------------------------------
 ------------------------------------------------------------------------------------------
 ------------------------------------------------------------------------------------------


 ------------------------------
 PRINT 'Save and Drop Indexes Of FactAttributeValue and DimensionValueAttributeValue'
 ------------------------------

 IF EXISTS(SELECT 1 FROM sys.procedures WHERE object_id = OBJECT_ID('[Datamart].[SaveAndDropAttributeValueIndexes]'))
 BEGIN
 	IF (NOT EXISTS (SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_SCHEMA = 'Datamart' AND  TABLE_NAME = 'AttributeValueIndexesBackUp'))
 	BEGIN
 		--create table to store indexses
 		-- Indexes of different table can have same index_id,but we need unique index id
 		Create table [Datamart].[AttributeValueIndexesBackUp]
 		(
 			IndexID INT not null IDENTITY(1,1) PRIMARY KEY,
 			IndexName NVARCHAR(255),
 			IsUnique BIT,
 			IndexType NVARCHAR(60),
 			FilterDefinition NVARCHAR(max),
 			KeyColumns NVARCHAR(max),
 			IncludedColumns NVARCHAR(max),
 			IndexRetry INT,
 			IndexStatus NVARCHAR(60),
 			AttributeType INT,
 		)
 	END

 	IF (EXISTS (SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_SCHEMA = 'Datamart' AND  TABLE_NAME = 'FactAttributeValue')) 
 	BEGIN
 		--truncate table to increase index drop performance
 		PRINT('TRUNCATE TABLE [Datamart].[FactAttributeValue]')
 		EXEC('TRUNCATE TABLE [Datamart].[FactAttributeValue]')
 		EXEC [Datamart].[SaveAndDropAttributeValueIndexes] 'FACTID','[Datamart].[FactAttributeValue]'
 	END

 	IF (EXISTS (SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_SCHEMA = 'Datamart' AND  TABLE_NAME = 'DimensionValueAttributeValue')) 
 	BEGIN
 		--truncate table to increase index drop performance
 		PRINT('TRUNCATE TABLE [Datamart].[DimensionValueAttributeValue]')
 		EXEC('TRUNCATE TABLE [Datamart].[DimensionValueAttributeValue]')
 		EXEC [Datamart].[SaveAndDropAttributeValueIndexes] 'DIMENSIONVALUEID','[Datamart].[DimensionValueAttributeValue]'
 	END
 End

 ------------------------------
 PRINT 'Drop archive tables'
 ------------------------------
 DECLARE @stagingTableName nvarchar(max)
 DECLARE dropCursor CURSOR LOCAL FAST_FORWARD FOR
 SELECT t.TABLE_NAME as TableName
 FROM INFORMATION_SCHEMA.TABLES t WITH (NOLOCK)
 WHERE t.TABLE_SCHEMA = 'Datamart' and (t.TABLE_NAME like 'FactStaging[0-9]%' or t.TABLE_NAME like 'DimensionCombinationStaging[0-9]%')
 OPEN dropCursor
 FETCH NEXT FROM dropCursor INTO @stagingTableName
 WHILE @@FETCH_STATUS = 0
 BEGIN
 	EXEC('DROP TABLE IF EXISTS [Datamart].' + @stagingTableName)
 	FETCH NEXT FROM dropCursor INTO @stagingTableName
 END
 CLOSE dropCursor
 DEALLOCATE dropCursor

 ------------------------------
 PRINT 'Dropping tables with dynamic columns'
 ------------------------------
 DROP TABLE IF EXISTS [Datamart].DimensionCombinationProcessing
 DROP TABLE IF EXISTS [Datamart].DimensionCombination
 DROP TABLE IF EXISTS [Datamart].DimensionCombinationResolving
 DROP TABLE IF EXISTS [Datamart].DimensionCombinationStaging
 DROP TABLE IF EXISTS [Datamart].DimensionCombinationUnreferenced
 DROP TABLE IF EXISTS [Datamart].DimensionValueAttributeValue
 DROP TABLE IF EXISTS [Datamart].FactAttributeValue
 DROP TABLE IF EXISTS [Datamart].TranslatedPeriodBalance
 DROP TABLE IF EXISTS [Datamart].TranslatedPeriodBalanceChanges

 ------------------------------
 PRINT 'Begin Truncating tables'
 ------------------------------
 DECLARE @tablename nvarchar(200)
 DECLARE @schemaname nvarchar(200)
 DECLARE clear_tables CURSOR
 FOR SELECT TABLE_NAME, TABLE_SCHEMA FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_SCHEMA = 'Datamart' AND TABLE_TYPE='BASE TABLE'
 PRINT 'remove check constraints'
 OPEN clear_tables
 FETCH NEXT FROM clear_tables INTO @tablename, @schemaname
 WHILE @@FETCH_STATUS = 0
 BEGIN
 	IF @tablename <> 'VersionHistory'
 	BEGIN
 		EXEC('ALTER TABLE [' + @schemaname + '].[' + @tablename + '] NOCHECK CONSTRAINT ALL')
 	END
 	FETCH NEXT FROM clear_tables INTO @tablename, @schemaname
 END
 CLOSE clear_tables

 ------------------------------
 PRINT 'delete data from tables and rebuild indexes'
 ------------------------------
 OPEN clear_tables
 FETCH NEXT FROM clear_tables INTO @tablename, @schemaname
 WHILE @@FETCH_STATUS = 0
 BEGIN
 	IF @tablename <> 'VersionHistory' and @tablename <> 'AttributeValueIndexesBackUp'
 	BEGIN
 		IF(EXISTS (select TOP 1 1 from sys.foreign_keys where referenced_object_id = OBJECT_ID(@schemaname + '.' + @tablename)) OR
 			EXISTS(SELECT TOP 1 1 FROM sys.sql_expression_dependencies sed
 			INNER JOIN sys.objects o ON sed.referencing_id = o.[object_id]
 			WHERE o.[type] = 'V'
 			AND referenced_schema_name = @schemaname
 			AND referenced_entity_name = @tablename))
 		BEGIN
 			PRINT 'deleting from ' + @tablename
 			EXEC('DELETE FROM [' + @schemaname + '].[' + @tablename + ']')
 		END
 		ELSE
 		BEGIN
 			PRINT 'truncating from ' + @tablename
 			EXEC('TRUNCATE TABLE [' + @schemaname + '].[' + @tablename + ']')
 		END
 	END
 	EXEC('ALTER INDEX ALL ON [' + @schemaname + '].[' + @tablename + '] REBUILD')
 	FETCH NEXT FROM clear_tables INTO @tablename, @schemaname
 END
 CLOSE clear_tables

 ------------------------------
 PRINT 'reenable check constraints'
 ------------------------------
 OPEN clear_tables
 FETCH NEXT FROM clear_tables INTO @tablename, @schemaname
 WHILE @@FETCH_STATUS = 0
 BEGIN
 	IF @tablename <> 'VersionHistory'
 	BEGIN
 		EXEC('ALTER TABLE [' + @schemaname + '].[' + @tablename +'] WITH CHECK CHECK CONSTRAINT ALL')
 	END
 	FETCH NEXT FROM clear_tables INTO @tablename, @schemaname
 END
 CLOSE clear_tables
 DEALLOCATE clear_tables
 ------------------------------
 PRINT 'Complete Truncating tables'
 ------------------------------

 -- Rebuild the tables with dynamic columns
 IF EXISTS(SELECT 1 FROM sys.procedures WHERE object_id = OBJECT_ID('[Datamart].[AddDynamicTables]'))
 	BEGIN
 		EXEC [Datamart].AddDynamicTables
 	END
 ELSE
 	BEGIN
 		---- Basically a copy of sproc AddDynamicTables
 		IF NOT EXISTS (SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME = 'DimensionCombinationStaging' AND TABLE_SCHEMA = 'Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[DimensionCombinationStaging](
 				[Id] [bigint] NOT NULL,
 				[OrganizationId] [int] NULL,
 				[Description] [nvarchar](51) NULL,
 				[SourceKey] [nvarchar](100) NOT NULL,
 				[OrganizationKey] [nvarchar](100) NULL,
 				[FreshnessDate][datetime2] NULL default sysutcdatetime())

 			CREATE STATISTICS [stat_dcs_org] ON [Datamart].DimensionCombinationStaging (OrganizationKey)
 		END

 		IF NOT EXISTS (SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME = 'DimensionCombinationResolving' AND TABLE_SCHEMA = 'Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[DimensionCombinationResolving]
 			(
 				[Id] [BIGINT] NOT NULL,
 				[Description] [NVARCHAR](51) NULL,
 				[SourceKey] [NVARCHAR](100) NULL,
 				[OrganizationId] [INT] NULL
 			)
 		END

 		IF NOT EXISTS(SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME='DimensionCombination' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[DimensionCombination](
 				[Id] [bigint] NOT NULL,
 				[Description] [nvarchar](51) NULL,
 				[SourceKey] [nvarchar](100) NULL,
 				[OrganizationId] [int] NULL
 			)
 		END

 		IF NOT EXISTS(SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME='FactAttributeValue' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[FactAttributeValue](
 				[FactId] [bigint] NOT NULL
 			)
 		END

 		IF NOT EXISTS(SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME='DimensionValueAttributeValue' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[DimensionValueAttributeValue](
 				[DimensionValueId] [bigint] NOT NULL
 			)
 		END

 		IF NOT EXISTS(SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME='PeriodExchangeRate' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[PeriodExchangeRate]
 			(
 				[PeriodId] INT NOT NULL,
 				[FromUnitOfMeasureId] INT NOT NULL,
 				[CurrencyMethod] TINYINT NOT NULL,
 				[ExchangeRateTypeId] INT NOT NULL,
 				CONSTRAINT [PK_PeriodExchangeRates] PRIMARY KEY ([FromUnitOfMeasureId], [PeriodId], [CurrencyMethod], [ExchangeRateTypeId])
 			)
 		END

 		IF NOT EXISTS(SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME='TranslatedPeriodBalance' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[TranslatedPeriodBalance](
 				[PeriodId] [INT] NOT NULL,
 				[DimensionsId] [BIGINT] NOT NULL,
 				[ScenarioId] [INT] NOT NULL,
 				[FactType] [SMALLINT] NOT NULL,
 				[PostingLayerId] [INT] NULL
 			)
 		END

 		IF NOT EXISTS(SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE ='BASE TABLE' AND TABLE_NAME='TranslatedPeriodBalanceChanges' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].TranslatedPeriodBalanceChanges(PeriodId bigint, DimensionsId bigint, ScenarioId int, PostingLayerId int null, FactType smallint,
 					constraint [IDX_BC1] unique Clustered (PeriodId, DimensionsId, ScenarioId, PostingLayerId, FactType DESC))
 		END

 		IF EXISTS (SELECT 1 FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_NAME = 'DimensionCombinationArchive' AND TABLE_SCHEMA='Datamart')
 		BEGIN
 			IF EXISTS (SELECT TOP 1 * FROM [Datamart].[DimensionCombinationArchive])
 			BEGIN
 				-- move archived combinations from the obsolete DimensionCombinationArchive table to a new table in the archive
 				-- and set its generation to 5, so it will run in 4 hours (which is how long the archived combinations were attempted originally before moving to the archive table).
 				DECLARE @archiveId INT = 0
 				INSERT INTO [Datamart].[Archive] (Generation, NextAttempt) VALUES (5, DATEADD(MINUTE, POWER(3, 5), SYSUTCDATETIME()))
 				SET @archiveId = SCOPE_IDENTITY()

 				DECLARE @comboArchiveTableName nvarchar(100) = 'DimensionCombinationStaging' + CAST(@archiveId as nvarchar(10))
 				EXEC sp_rename 'Datamart.DimensionCombinationArchive', @comboArchiveTableName

 				DECLARE @factArchiveTableName nvarchar(100) = 'FactStaging' + CAST(@archiveId as nvarchar(10))
 				EXEC ('select top 0 * into Datamart.' + @factArchiveTableName + ' from Datamart.FactStaging')
 			END
 			ELSE
 			BEGIN
 				DROP TABLE [Datamart].[DimensionCombinationArchive]
 			END
 		END

 		IF NOT EXISTS (SELECT * FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE='BASE TABLE' AND TABLE_NAME = 'DimensionCombinationUnreferenced' and TABLE_SCHEMA ='Datamart')
 		BEGIN
 			CREATE TABLE [Datamart].[DimensionCombinationUnreferenced]
 			(
 				[Id] [bigint] NOT NULL,
 				[Description] [nvarchar](51) NULL,
 				[SourceKey] [nvarchar](100) NULL,
 				[OrganizationId] [int] NULL
 			)

 			DECLARE @columnIndex int
 			DECLARE @idColumn nvarchar(128)
 			DECLARE columnCursor CURSOR LOCAL FAST_FORWARD FOR SELECT DISTINCT ColumnIndex FROM [Datamart].DimensionDefinition ORDER BY ColumnIndex
 			OPEN columnCursor
 			FETCH NEXT FROM columnCursor INTO @columnIndex
 			WHILE (@@FETCH_STATUS <> -1)
 			BEGIN
 				SET @idColumn = 'Dimension' + CAST(@columnIndex as nvarchar(3)) + 'Id'
 				EXEC [Datamart].AddColumn @schemaName = 'Datamart', @tableName = 'DimensionCombinationUnreferenced', @columnName = @idColumn, @columnType = 'bigint NULL'
 				FETCH NEXT FROM columnCursor INTO @columnIndex
 			END
 			CLOSE columnCursor
 			DEALLOCATE columnCursor


 			DECLARE @dcColumnList nvarchar(max) = ''
 			DECLARE @rowsCopied bigint
 			DECLARE @columnName nvarchar(100)
 			DECLARE columnNameCursor cursor local fast_forward for select distinct Name from sys.columns c where c.object_id = OBJECT_ID('DimensionCombination')
 			OPEN columnNameCursor
 			FETCH NEXT FROM columnNameCursor INTO @columnName
 			WHILE (@@FETCH_STATUS <> -1)
 			BEGIN
 				IF @dcColumnList <> ''
 					SET @dcColumnList = @dcColumnList + ', '

 				SET @dcColumnList = @dcColumnList + @columnName
 				FETCH NEXT FROM columnNameCursor INTO @columnName
 			END
 			CLOSE columnNameCursor
 			DEALLOCATE columnNameCursor

 			if @dcColumnList <> ''
 			BEGIN
 				exec ('
 					insert into [Datamart].DimensionCombinationUnreferenced (' + @dcColumnList + ')
 					select ' + @dcColumnList + ' from [Datamart].DimensionCombination dc
 					where dc.Id not in (Select distinct DimensionsId from [Datamart].Fact)')

 				SET @rowsCopied = @@ROWCOUNT
 				IF @rowsCopied > 0
 				BEGIN
 					DECLARE @comboCount bigint
 					EXEC [Datamart].GetRowCount 'DimensionCombination', @comboCount

 					IF (@rowsCopied * 2) > @comboCount
 					BEGIN
 						-- most of the combinations in the combination table were unreferenced, so it would be faster to move the referenced out, truncate the table, then move back
 						SELECT * INTO #referencedCombos from [Datamart].DimensionCombination dc
 						WHERE dc.Id NOT IN (SELECT Id from [Datamart].DimensionCombinationUnreferenced)

 						TRUNCATE TABLE [Datamart].[DimensionCombination]

 						INSERT INTO [Datamart].[DimensionCombination]
 						SELECT * FROM #referencedCombos

 						DROP TABLE #referencedCombos
 					END
 					ELSE
 					BEGIN
 						-- we didn't find many unreferenced combinations, so delete them
 						DELETE FROM [Datamart].[DimensionCombination] WHERE Id in (SELECT Id FROM [Datamart].[DimensionCombinationUnreferenced])
 					END
 				END
 			END
 		END
 	END



 -- Rebuild dropped indexes that are dynamic
 EXEC [Datamart].ConfigureIndexesAndConstraints

 EXEC sys.sp_releaseapplock @Resource='ServicingLock', @LockOwner='Session'
 END TRY
 BEGIN CATCH
 EXEC sys.sp_releaseapplock @Resource='ServicingLock', @LockOwner='Session'
 ;THROW;
 END CATCH

(Optional) On the database used for Financial reporting, execute the following script, which was last updated February 25, 2020: ResetUsersAndCompanies.txt

Note

Do not run this script unless you need to delete all users and companies. This script will remove user references from previously generated reports, and remove users from their assigned security groups. This step isn't required in most cases.

-- Attempt to delete integrated users
	DECLARE @userId nvarchar(max)
	DECLARE removeUserCursor CURSOR LOCAL FAST_FORWARD FOR
	select UserID from Reporting.SecurityUser where UserID <> '00000000-0000-0000-0000-000000000002'
	OPEN removeUserCursor
	FETCH NEXT FROM removeUserCursor INTO @userId
	WHILE @@FETCH_STATUS = 0
	BEGIN
		BEGIN TRY
		   exec Reporting.SecurityUserDeleteRelatedEntities @userId
		   delete from Reporting.SecurityGroupUser where UserID = @userId
		   delete from Reporting.SecurityUser where UserID = @userId
		END TRY
		BEGIN CATCH
		-- Just skip if we cannot delete a user, integration should take care of it
		END CATCH
		FETCH NEXT FROM removeUserCursor INTO @userId
	END
	CLOSE removeUserCursor
	DEALLOCATE removeUserCursor

-- Attempt to delete integrated companies
	DECLARE @companyId nvarchar(max)
	DECLARE removeCompanyCursor CURSOR LOCAL FAST_FORWARD FOR
	select cc.ID from Reporting.ControlCompany cc join Reporting.ControlCompanyIntegration cci on cc.ID = cci.ID
	OPEN removeCompanyCursor
	FETCH NEXT FROM removeCompanyCursor INTO @companyId
	WHILE @@FETCH_STATUS = 0
	BEGIN
		BEGIN TRY
		   delete from Reporting.ControlCompany where ID = @companyId
		END TRY
		BEGIN CATCH
		-- Just skip if we cannot delete a company
		END CATCH
		FETCH NEXT FROM removeCompanyCursor INTO @companyId
	END
	CLOSE removeCompanyCursor
	DEALLOCATE removeCompanyCursor

On the database for Dynamics 365 Finance, which is referred to as AXDB, clear the financial reporting related tables with the following script, which was last updated February 25, 2019: Reset Datamart AXDB.txt

IF EXISTS (SELECT 1 FROM [INFORMATION_SCHEMA].[TABLES] WHERE [TABLE_SCHEMA] = 'dbo' and [TABLE_NAME] = 'FINANCIALREPORTS') 
BEGIN 
    TRUNCATE TABLE [dbo].[FINANCIALREPORTS] 
END 
IF EXISTS (SELECT 1 FROM [INFORMATION_SCHEMA].[TABLES] WHERE [TABLE_SCHEMA] = 'dbo' and [TABLE_NAME] = 'FINANCIALREPORTVERSION') 
BEGIN 
    TRUNCATE TABLE [dbo].[FINANCIALREPORTVERSION] 
END

On the database used for Financial reporting, re-enable the integration and end servicing mode with the script below, which was last updated clear the financial reporting related tables with the script below, which was last updated February 25, 2019: Reset Datamart END.txt

DECLARE @triggerIds table(id uniqueidentifier, taskTypeId uniqueidentifier)
INSERT INTO @triggerIds SELECT tr.[Id], tt.[Id]
FROM [Scheduling].[Task] t with(nolock)
JOIN [Scheduling].[Trigger] tr ON t.[TriggerId] = tr.[Id]
JOIN [Scheduling].[TaskState] ts ON ts.[TaskId] = t.[Id]
LEFT JOIN [Scheduling].[TaskCategory] tc ON tc.[Id] = t.[CategoryId]
JOIN [Scheduling].[TaskType] tt ON t.[TypeId] = tt.[Id]
WHERE tt.[Id] IN ('D81C1197-D486-4FB7-AF8C-078C110893A0', '55D3F71A-2618-4EAE-9AA6-D48767B974D8') -- 'Maintenance Task', 'Map Task'
------------------------------------------
------------------------------------------
PRINT 'Reset the map tokens'
UPDATE [Connector].[Map] SET InitalLoad = 0, ReaderToken=NULL, LastQuerySuccess='1900-01-01' WHERE MapId IN (SELECT t.[Id]
FROM [Scheduling].[Task] t with(nolock)
JOIN [Scheduling].[Trigger] tr ON t.[TriggerId] = tr.[Id]
JOIN [Scheduling].[TaskState] ts ON ts.[TaskId] = t.[Id]
LEFT JOIN [Scheduling].[TaskCategory] tc ON tc.[Id] = t.[CategoryId]
JOIN [Scheduling].[TaskType] tt ON t.[TypeId] = tt.[Id]
WHERE tt.[Id] = '55D3F71A-2618-4EAE-9AA6-D48767B974D8')
PRINT 'Reset the tasks'
UPDATE [Scheduling].[TaskState] SET StateType = 0, Progress = 0.0, LastRunTime = NULL, NextRunTime = NULL WHERE TaskId IN (SELECT ts.[TaskId]
FROM [Scheduling].[Task] t with(nolock)
JOIN [Scheduling].[Trigger] tr ON t.[TriggerId] = tr.[Id]
JOIN [Scheduling].[TaskState] ts ON ts.[TaskId] = t.[Id]
LEFT JOIN [Scheduling].[TaskCategory] tc ON tc.[Id] = t.[CategoryId]
JOIN [Scheduling].[TaskType] tt ON t.[TypeId] = tt.[Id]
WHERE tt.[Id] IN ('D81C1197-D486-4FB7-AF8C-078C110893A0', '55D3F71A-2618-4EAE-9AA6-D48767B974D8'))
PRINT 'Enable integration tasks, RunImmediately'
UPDATE [Scheduling].[Trigger] SET IsEnabled = 1, RunImmediately = 1, StartBoundary = '1900-01-01' 
WHERE Id in (SELECT [id] from @triggerIds WHERE taskTypeId = '55D3F71A-2618-4EAE-9AA6-D48767B974D8')
PRINT 'Enable the Maintenance Task'
UPDATE [Scheduling].[Trigger] SET IsEnabled = 1, RunImmediately = 0, StartBoundary = GETDATE() WHERE Id in
(SELECT [id] from @triggerIds WHERE taskTypeId = 'D81C1197-D486-4FB7-AF8C-078C110893A0')
------------------------------------------
------------------------------------------

UPDATE [Servicing].[ServicingLock] SET [Value] = 0 WHERE [Value] = 1
IF EXISTS(SELECT TOP 1 1 FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_SCHEMA = 'Scheduling' COLLATE DATABASE_DEFAULT AND TABLE_NAME = 'SchedulerRegister' COLLATE DATABASE_DEFAULT AND COLUMN_NAME = 'ServicingMode' COLLATE DATABASE_DEFAULT)
BEGIN
       UPDATE Scheduling.SchedulerRegister SET ServicingMode = 0
END

After the reset, you can manually verify the data reload by running the following query against the Financial reporting database.
```
select ReaderObjectName, WriterObjectName, LastRunTime, StateType from Connector.MapsWithDetail with (nolock)
```

Confirm that all rows have a LastRunTime value, and that StateType is set to 5. A StateType value of 5 indicates that the data was successfully reloaded. A value of 7 indicates a faulted state. Sometimes, the Organization Hierarchy map has this state the first time that it runs. However, the default state but should be automatically resolved.

Export and import report definitions

Although a reset of the data mart doesn't affect any report definitions, some data movement activities can cause report definitions to be lost. Be very careful when you perform a data movement activity such as overwriting a user acceptance testing (UAT) test environment with a copy of the production environment if new reports were being created in the UAT environment. Exporting report definitions can provide a backup in the event that it becomes necessary to restore your definitions.

Export report definitions

First, follow these steps to export the report designs from Report designer.

In Report designer, select Company > Building Block Groups.
Select the building block group to export, and then select Export.

Note

For finance and operations, only one building block group is supported: Default.
Select the report definitions to export:
- To export all your report definitions and the associated building blocks, select Select All.
- To export specific reports, rows, columns, trees, or dimension sets, select the appropriate tab, and then select the items to export. To select multiple items on a tab, press and hold the Ctrl key while you make your selections. When you select reports to export, the associated rows, columns, trees, and dimension sets are also selected.
Select Export.
Enter a file name, and select a secure location to save the exported report definitions in.
Select Save.

You can copy or upload the file to a secure location.

Warning

Be aware of the behavior of drive D on Microsoft Azure virtual machines (VMs). Don't permanently store your exported building block groups on drive D. For more information about temporary drives, see Understanding the temporary drive on Windows Azure Virtual Machines.

Import report definitions

Next, import your report designs from Report designer by using the file that was created during export.

In Report designer, select Company > Building Block Groups.
Select the Default building block, and then select Import.
Select the file that contains the exported report definitions, and then select Open.
In the Import dialog box, select the report definitions to import:
- To import all the report definitions and the associated building blocks, select Select All.
- To import specific reports, rows, columns, trees, or dimension sets, select them.
Select Import.

Other resources

What are the estimated Data Mart integration intervals?

Sdílet prostřednictvím

Reset the Financial reporting data mart

Reset the Financial reporting data mart from Report designer

Integration attempts

Data status

Misaligned main account categories

Reset the data mart and select a reason

Clear users and companies

Reset the Financial reporting data mart for Dynamics 365 Finance + Operations (CHE, LBD and VHD) through SQL Server Management Studio

Export and import report definitions

Export report definitions

Import report definitions

Other resources

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