How To Manage Your Visual and Datasource Errors

To ensure that your storyboards are always flawless, your clients always see accurate data, and that it’s easy for you to fix any errors, Optix has a handy error panel in each of your storyboards. Here is how it works 

Where to find your storyboard errors: 

If your storyboard has errors, the affected widgets will turn red and show a generic error message. When this happens, it’s important that you fix your errors quickly to ensure that your clients never see inaccurate data (or missing data) in their storyboards! 

Here are the required steps to fix your errors: 

  1. Click on the “See more details” link inside one of your visuals. This will open the Errors Panel displaying a list of all errors affecting your storyboard. 
  2. Open each error tab and read the error message provided by the system. 
  3. In some cases, you might need to check directly in your platform account in order to find the root cause of the problem before taking any action in your storyboard. 
  4. Once the problem known and/or resolved, follow the instructions in the Errors Panel and click on the button provided beneath the error message. 
  5. Follow the steps: either reauthorize your integration, edit your visual, or refresh your visual. 

Even if your visuals are all working, you can always open your Errors Panel by clicking on your storyboard options icon, then clicking on fix storyboard errors. 

Types of storyboard errors & how to fix them: 

With the error panel open, you’ll notice that your storyboard’s errors are categorized by integration. Here are the 4 types of possible storyboard errors that you can have: 

Authorization error 

An authorization error means that there’s a problem with this integration’s authorization in Optix. This issue can either be caused by an expired access token, an incorrect password, or invalid credentials. 

How to fix it: You’ll need to return to your integration manager in order to reauthorize your integration. Depending on the integration and the nature of the error, you might also need to go into that specific integration’s account to revalidate your credentials or confirm your account for security reasons. 

Source error 

A source error means that there’s a problem with one of this integration’s data sources. This issue is usually caused by having lost your permissions to view a particular page, property, or ad account (depending on integration). In some cases, this issue can also happen when your account has been suspended by the platform for payment or security reasons, or when it has been wrongly set up. 

How to fix it: You’ll need to go into your integration’s account to understand the reason behind the error (determine why you lost your access permissions, why your account has been suspended, or what are the missing settings to make it work). Then, once you’ve gotten your account back on track, you’ll be able to fix all of your storyboard’s affected widgets at once by clicking on refresh. 

Visual error 

A visual error means that your visual isn’t able to request the data you’re looking for. This type of error usually stems from an incompatibility between your visual’s metrics, dimensions, and/or filters. It can also be due to an invalid filter. 

How to fix it: Usually, you’ll just need to edit your visual’s metrics, dimensions, and/or filters. 

API error 

An API error means that the integration is throwing an error on their end. You may have reached your query rate limit, or it can also be due to the integration’s API being temporarily inaccessible for reasons outside of Optix control. 

How to fix it: In the case of a query rate limit, you’ll need to refresh your visuals (although you need to wait a few minutes or hours depending on the particular integration’s specific rate limit). In the case of an inaccessible API, sometimes, all we can do is wait for the integration to fix their issues and come back to your storyboard later. 

Having your storyboard errors all in one place makes fixing them a breeze. But if you still aren’t sure of what to do at any time, you can always drop your product specialist an email. The Optix support team is here to give you a hand at any time

Already an Optix user? Go back to your Optix account here!

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