How to Avoid Common Catalyst, Excel, and Data Issues

1. Data or Access Availability Issues

• Submit All Required Files on Time
  Missing files can delay or stop data processing. Implement a process to ensure all required files are submitted on time and in the designated location.

• Maintain Network Connectivity
  Network issues may block our access to your systems. Set up an internal process to monitor network connectivity and notify us of any outages.

• Keep Permissions Consistent
  Changes to access permissions can block data integration. Notify us before making any changes to your permissions to avoid disruptions.

• Ensure the Integration Runtime is Running Consistently
  If the Integration Runtime is not running, it can stop the data flow. Internally monitor the Runtime and inform us of any issues.

• Keep Database Permissions Stable
  Altering database permissions can disrupt access. Communicate with us about any planned changes before implementation.

• Ensure Database Server Availability
  Your database server needs to stay accessible for continuous data processing. Notify us of any planned outages.

• Stabilize Your Network
  A stable network is crucial for uninterrupted data transfer. Monitor your network internally and communicate any potential interruptions.

• Notify EBM of ERP Migrations: Inform EBM at least four weeks before migrating to a new ERP system to ensure seamless data integration and uninterrupted service. Read more

• Communicate Server Changes Promptly: Engage EBM at least three weeks prior to any server changes or migrations to maintain data integrity and integration success. Read more

• Set Up a Distribution List for Catalyst Alerts: Create a distribution list in your email system to centralize alert management, making it easy to add or remove recipients without contacting Catalyst support. Read more

2. File or Structure Changes

• Maintain File Layouts
  Changes to your file layout can cause compatibility issues. Notify us before making any layout changes so we can test them.

• Avoid Altering Column Names or Order
  Modifying column names or rearranging them can disrupt data processing. Communicate any changes to us in advance for testing.

• Ensure Data Matches Expected Types
  Data that doesn’t match expected types can cause integration failures. Verify your data matches the required formats before submission.

• Avoid Performance-Degrading Changes
  Some changes may negatively affect system performance. Consult with us to evaluate any potential impacts before making changes.

• Keep File Naming Conventions Consistent
  Changes to file naming conventions can cause errors. Establish a consistent naming system and coordinate with us before making any adjustments.

3. Catalyst Best Practices

• Set Up New Companies in Catalyst
  If you are adding a new company in your source ERP system, make sure to set up the new company profile in Catalyst to avoid any data ingestion failures. Notify us if you need assistance.

• Avoid Modifying Automated Hierarchies
  Changes to automated hierarchies can cause inconsistencies and data failures. Consult with us before making any hierarchy adjustments or if you’re unsure which hierarchies are automated.

• Create New Scenarios for Annual Data
  Make sure to create new scenarios and calendars for annual data beyond the current and upcoming year, as the next year’s actuals scenario is generated automatically.

For more Catalyst best practices, please visit Catalyst Best Practices.

4. Excel Best Practices

• Ensure Files Are Not Locked or Password-Protected
  Locked or password-protected files prevent access and data processing. Ensure all files submitted are accessible and unlocked. Read more

• Remove Unauthorized Data Connections or Queries
  Unauthorized data connections or queries can cause issues. Remove them before submission or let us know if external data connections are required. Read more

• Optimize File Sizes
  Files that exceed size limits or contain redundant connections can slow down or block data integration. Reduce file sizes and optimize them before submission. Read more

• Trusted Locations
  Microsoft may require files that contain external data connections be saved and opened from a trusted location. Be sure to set these up and open all your EBM-connected files from these designated folders.

• EBM Excel Add-in
  Depending on your version of Catalyst, the installation of the EBM Excel Add-in may be required on your local machine for EBM-connected Excel files to connect and function properly. Be sure this is installed on all machines where such files are utilized.

• Resolve Repeated Login Prompts in Excel: Address repeated login prompts when accessing EBM cubes by clearing Excel’s cache, removing outdated credentials, and ensuring only one Microsoft account is signed in. If unresolved, involve your IT team to review Azure AD and Single Sign-On configurations. Read more

For more Excel best practices, please visit Optimizing Excel Files for Improved Performance.

Need Help?
We’re here to help! If you have questions or need assistance with any of these items, feel free to reach out at support@ebmsoftware.com. We also offer self-service options through our help center, and regular updates on best practices are shared through email campaigns and training sessions.