Troubleshoot the EasyTerritory Territory Visual for Power BI

Overview:

In this article, you’ll learn how to troubleshoot issues concerning:

• EasyTerritory Territory Visual
• EasyTerritory Power BI Connector

EasyTerritory Territory Visual:

Issues importing the latest version of the EasyTerritory visual into Power BI Desktop.

Check to make sure you are on an updated version of Power BI desktop.

We recommend you are on the latest version of Power BI Desktop because you can run into compatibility issues with trying to import an updated version of the EasyTerritory visual on a previous versions of Power BI desktop

EasyTerritory visual version 4.1.0- must be on Power BI Desktop August release or later.

EasyTerritory visual version 4.0.56- must be on Power BI Desktop July release or later.

Not seeing field values (or seeing repeated values) from another table in tooltip.

If you are trying to display fields in the tooltip from a table other than the ‘EZT Hierarchy’ table, make sure have correctly configured the relationship between your related table and the ‘EZT Hierarchy’ table. To do this, go to Power BI toolbar and under ‘Modeling’, select ‘Manage relationships’. In the ‘Edit relationship’ dialog confirm that you have highlighted the correct related fields in both tables and selected the correct ‘cardinality’ for your specific use case. Most times you will need to set the ‘Cross filter directions‘ to ‘both’. Lastly, make sure the ‘Make relationship active’ checkbox is selected.

If you have done this and are not seeing the correct field value in the EasyTerritory visual tooltips it could be something concerning the type of modeling view that you have configured in Power BI desktop. We recommend, if possible, using the star schema design when building your data models with the ‘EZT Hierarchy’ table to avoid unexpected and hard to diagnose issues.

EasyTerritory Power BI Connector:

EasyTerritory Connector not showing as a data source in the ‘Get Data’ dialog within Power BI Desktop

Make sure you have correctly side-loaded the EasyTerritory Connector in Power BI Desktop.

To side-load the connector follow these instructions to create the path in your desired users folder that Power BI Desktop will  pull from. This needs to be your default ‘Documents’ folder on your C drive, don’t create a new folder named ‘Documents’

[Documents]\Power BI Desktop\Custom Connectors

If the folder doesn’t exist, create it and drop the EasyTerritoryConnector.mez file in that location.

Further support:

If you need any assistance, want to give suggestions, or overall feedback, please email us at support@easyterritory.com