Home > General - Builders > Help, My SmartList loaded zero records! (No data)

Help, My SmartList loaded zero records! (No data)

Have you every had it happen to you?  You build a SmartList and then go to load it and it says “Completed 0 (Zero) Records”.  Ug!  Here is some advice on how to not have it happen to you:

First, and foremost, check your work as you go.  My #1 piece of advice on SmartList Builder it to check your List after each step:

  • Start your List and put on your first table.  Save and load the changes on SmartList. Check your data.  (It is a good idea to know how many records you expect.  If is it a large data set, know how many records you should load for a period of time or a certain range of data.)
  • Add your second table.  Save and load the changes on SmartList. Check your data. (and so on for additional tables)
  • Add your first restriction. Save and load the changes on SmartList. Check your data. (and so on for additional restrictions) 
  • Add your calculated fields.  In GP10, press the Validate button for on each calculated field.   Save and load the changes on SmartList. Check your data. (I will explain below why you can add all calculated fields together.)

Notice a theme?  It is much faster to check your work after each step then to figure out which table join, restriction or calculated field “broke” your List.  This goes for too few or too many records (“Duplicate records”) also.  That is why I recommend knowing how many records your list should load at each step.

OK, so you didn’t check your work with each step, now what?  You might have to take each piece off one-by-one to discover when it “works” again.  But first – check these things:

  • Calculated Fields – generally, if you do not show the “bad” calculated field as a column, the SmartList will load data. So take off all of your Calculated field Columns and re-add them one-by-one in SmartList. 
  • SQL data – do you have a SQL table or view? 
    • Will it load data for sa?  If so, check the following:
      • In SQL, make sure you have permission to select the data:  GRANT SELECT ON SQLVIEWNAME TO DYNGRP
      • In security, make sure the user has rights to view SQL data in SmartList Builder Rights
    • For multiple companies, verify that the “Use Company database” box is checked
  • Restrictions – remember that the data has to pass thru ALL restrictions to show on the List. 

These steps should help with many issues.  Of course, table joins are a huge part of getting the correct number of records, but that will be the subject of a future post.

Happy Building!
Devon

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