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Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2010. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.
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Contents
Build an Executive Dashboard Course..................................................................................6 Before You Begin....................................................................................................................7
Audience.........................................................................................................................................................7 Prerequisites....................................................................................................................................................7 Environment Setup..........................................................................................................................................8
Overview.................................................................................................................................9
ShopVision Overview.....................................................................................................................................10
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4 | Build an Executive Dashboard Course Field Mapping Sheet...............................................................................................................................25 Save to Process Set.................................................................................................................................25 Limitations..............................................................................................................................................25 Workshop - Formulate the Executive Query Against the Source BAQ.......................................................27 Create the Base Cube Query............................................................................................................27 Schedule and Name the Query........................................................................................................27 Map the Query Fields Using Microsoft Excel ...............................................................................27 Map the Query Fields Manually........................................................................................................28 Submit and Save the Executive Query..............................................................................................29 Verify the Process Set......................................................................................................................29 Build the BAQ and Executive Query Against Data Dimensions.........................................................................30 Workshop - Build the BAQ Against Data Dimensions..............................................................................31 Copy an Existing BAQ......................................................................................................................31 View the Included Tables.................................................................................................................31 Verify the Query Phrase...................................................................................................................31 Verify the BAQ Fields.......................................................................................................................32 Analyze and Test the BAQ...............................................................................................................32 Workshop - Add the Executive Query Against Data Dimensions..............................................................33 Create the Base Cube Query............................................................................................................33 Schedule and Name the Query........................................................................................................33 Map the Query Fields.......................................................................................................................33 Save the Executive Query to a Process Set........................................................................................34 Verify the Process Set......................................................................................................................34
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TOC | 5 Add the Dimension Details BAQ to the Dashboard...........................................................................42 Add the Data BAQ to the Dashboard...............................................................................................42 Add a Second Grid View for the Data BAQ......................................................................................43 Create the Executive Dashboard Definition......................................................................................43 Adjust the Dimension Grid...............................................................................................................43 Define the Publish and Filter Parameters for the Dimension Query....................................................44 Adjust the Dimension Detail Grid.....................................................................................................44 Adjust the First Data Grid................................................................................................................45 Adjust the Second Data Grid...........................................................................................................46 Define the Publish Parameters for the Dimension Details Query........................................................46 Define the Subscribe and Filter Parameters for the Data Query.........................................................47 Insert a Graph Chart View...............................................................................................................47 Insert a 3D Chart View....................................................................................................................48 Create a Multi-Pane Executive Dashboard View...............................................................................49 Build and Deploy the Executive Dashboard.....................................................................................................50 Workshop - Build and Deploy the Executive Dashboard...........................................................................51
Conclusion.............................................................................................................................52
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Audience
Specific audiences will benefit from this course. Business Analysts System Administrator IT/Technical Staff
Prerequisites
In order to complete the workshops in this course, all necessary modules must be licensed and operating in your training environment. For more information on the modules available, contact your Epicor Customer Account Manager EpicorCAM@epicor.com. It is also important that you understand the prerequisite knowledge contained in other valuable courses. Navigation Course - This course introduces navigational aspects of the Epicor application's user interface. Designed for a hands-on environment, general navigation principles and techniques are available at each of the interface levels in the Epicor application - system, module, and program. Workshops focus on each of these levels and guide you through each navigational principle introduced. Introduction to the Dashboard Course - This course provides an introduction to the dashboard - a personalized information and a command center. Advanced Dashboard Course - This course shows you how to display information through a variety of Dashboard views using advanced techniques. Business Activity Queries Course - This course introduces the Business Activity Query (BAQ) Designer data extraction tool. It discusses data location concepts and provides an overview of query building techniques using the Phrase Builder, the Criteria Wizard, and the Calculated Field Wizard. Database Concepts Course - This course reviews the table and field name identification process using Field Help, Customization Tools, and the Data Dictionary Viewer functionality. It also describes table linking procedures and requirements, Dataset Relationships Tracker features, and join type definitions and specifications. Non-course Prerequisites: Exposure to other database query programs. Fundamental knowledge of relational database concepts such as table relationships, records, and field types. Understanding of the functionality of the current release of the Epicor application.
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Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience Epicor functionality in action but does not affect data in your live, production environment. The following steps must be taken to successfully complete the workshops in this course. 1. Verify the following or ask your system administrator to verify for you: Your Epicor training icon (or web address if you are using Epicor Web Access) points to your Epicor training environment with the Epicor demonstration database installed. Do not complete the course workshops in your live, production environment. Note It is recommended that multiple Epicor demonstration databases are installed. Contact Support or Systems Consulting for billable assistance. The Epicor demonstration database is at the same service pack and patch as the Epicor application. Epicor's education team updates the Epicor demonstration database for each service pack and patch. If your system administrator upgrades your Epicor application to a new service pack or patch, he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing the course workshops. Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. The Epicor demonstration database comes standard with parts, customers, sales orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users (that is, the database is located on a server and users access the same data, much like your live, production environment) and is not periodically refreshed, unexpected results can occur. For example, if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database, but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database. 2. Log in to the training environment using the credentials manager/manager. If you are logged into your training environment as a different user, from the Options menu, select Change User. From the Main menu, select the company Epicor USA (EPIC03). From the Main menu, select the Main Plant.
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Overview | 9
Overview
The functionality behind the Executive Dashboard employs an Executive Query to analyze a linked Business Activity Query (BAQ) and dimensionally summarize its data. Executive Queries are tied to process sets, which return the data as defined by the underlying BAQ when executed. This returned dataset creates an informational bucket called a cube. This cube is the foundation for creating data groups that are summarized and published using the Executive Dashboard. Executive Dashboard Flow The following diagram outlines this process and shows the three dimensions, or tables, that result in the database, and eventually generate the data displayed on the Executive Dashboard. These are the cube (MFGCub), the definition (MFGDef), and the dimension (MFGDim) tables.
A - A Business Activity Query (BAQ) pulls specific data from the database based on the table and field criteria on the BAQ. B - The BAQ passes the table and field criteria to the Executive Query. C - The Executive Query aggregates the dimension data defined through field mapping and creates three dimension tables, which are the cube (MFGCub), the definition (MFGDef), and the dimension (MFGDim) tables. MFGCub - This table contains the primary data record created by the Executive Query. It stores the dimension pair and all the fields, as defined through the field mapping, that the Executive Query aggregates. MFGDef - This table stores all the MFGCubeID values. It also contains identifier creation dates. MFGDim - This table contains the unique list of the BAQ data dimension fields mapped within the Executive Query. Both the Dimension 1 and Dimension 2 data field values are stored within this table, so you must use a filter to select the appropriate dimension list. These are the values that display in the Dimension ID panel within the Executive Dashboard. This is the unique list of the mapped fields such as Country, Product Group, Customer and so on. Specific data such as Mexico, Fabricated, and Dalton is not contained in this table. D - The dimension results are then queried using another BAQ.
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10 | Build an Executive Dashboard Course E - The BAQs are added to a dashboard and the Executive Queries populate the data that displays on the Executive Dashboard. Executive Dashboard Terms Below is the terminology necessary to understand the Executive Dashboards and Executive Queries creation process. Executive Query - The Executive Query is a query that uses several Business Activity Queries (BAQs) to pull its contents. The BAQs work together to create a unique datasource for display on the Executive Dashboard. Process Set - A Process Set is a collection of tasks and queries that can be combined into the foundation of an Executive Dashboard, or other BAQs. The process set is executed immediately or through an established schedule. Once executed, the process set populates the underlying queries for the Executive Dashboard. Cube - A Cube is the virtual information bank for the Executive Query results. Very similar to the concept of data mining, the Cube populates as a result of the scheduled Process Set, and provides layers of details used to display dimensions on the Executive Dashboard. Dimension - A dimension is a group definition. You can use many dimensions and they are always analyzed in pairs. Dimension Pair - Two dimensions are analyzed and assigned a set number. Dimension 1 is the first group definition that displays data inside an Executive Query and Dashboard. Multiple dimensions are allowed. You cannot use the Date field for a Dimension 1 value, you can only use it as a Dimension 2 value. Field Mapping - This is the data groupings term. Dimension 1 and 2 are paired up to match one set of field mapping. You can use four controls for the field mapping selection: dimension, decimal, integer, and character. You can create nearly an unlimited number of field mapping dimension sets for each BAQ.
ShopVision Overview
The ShopVision module displays strategic data required for critical short-term and long-term decision making. The data displays in a dynamic graphic tool that allows you to sort, group, and view data in a grid, pie chart, bar chart, or graph.
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3. View the Dimension Detail panel. The Dimension Detail panel displays the data contained in the aggregated field that is currently selected within the Dimension ID panel. This list displays the unique records contained within the selected Dimension ID. 4. View summary grids. The Weekly Backlog by Dimension Detail and Daily Backlog by Dimension Detail grids display the data pulled in through the Executive Query. The fields you select for display through the Executive Querys field mapping sheet are shown on this grid. 5. View the chart and the graph. The Dimension Detail Backlog - Chart View and the 3D Chart-Dimension Detail Backlog Breakout are graphical visualizations of data generated by the dimension pair. 6. Exit ShopVision Sales Order Backlog Analysis.
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You can use the Business Activity Query to both update existing BAQs and to create custom BAQs. These queries are the building blocks for your custom Executive Dashboard.
Create Schedules
Use System Agent Maintenance to establish recurring schedules and control all automatic transactions that occur throughout the Epicor application. Create schedules that occur during specific intervals, such as seconds, minutes, days, weeks, and months, as well as define the first run date and time for the schedule. Once you define schedules, you can link tasks such as processes, reports, and Executive Queries to these schedules. When the system clock activates a schedule, all the tasks assigned within this schedule run.
Detail
Use the Detail sheet to review and update the details of the system agent. Use this sheet to refine the system agent settings. Tip You can set up the system agent to run the processes on one server and the System AppServer on a different server. For example, you can run the System AppServer through one server, and run the Task AppServer though another server. By dividing the processes between these two machines, you can improve performance on both servers.
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Schedules
Use the Schedules > Detail sheet to add schedules to a system agent. The schedule identifies how often the tasks linked to the schedule run. You can create as many schedules as you need. You can then assign reports and processes to run during a specific schedule. Example You can create one schedule that runs every week on Wednesday and another schedule that runs every night at 2 am. You can link tasks to these schedules you want to run during these different times. The schedules you create and save on this sheet automatically display on Schedule lists throughout the Epicor application. You find Schedule lists on both reports and process programs. When you select a schedule for a program, the report or process becomes a task within the schedule. Each time the system clock launches the schedule, all tasks linked to this schedule run as well.
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General
Use the General sheet to create your query. You define the querys identifier and description here. You also indicate whether or not this query should be made available to the entire company.
Phrase Build
Use the Phrase Build sheet to design a query using the visual representation of the query. The Phrase Build sheet provides a visual presentation of the query you are creating. Two types of visual representations are available: diagram view and tree view.
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BAQ and Executive Query Setup | 21 A special sheet is provided for each query creation mode. When you switch from the diagram view to the tree view, your query is also transformed to the tree view. When you switch from the tree view to the diagram view, the existing tree query is converted to the diagram query. Note that not all queries can be transformed from the diagram view to the tree view. If your diagram contains table joins that cannot be reflected on the tree view, they are discarded. Three sheets are available at the bottom of the Phrase Build sheet. Use these sheets to indicate how tables are linked together, define the relation between the tables, and specify the selection criteria for the query.
Diagram View
In the diagram view, the tables, of which the query is composed, display as diagram blocks, and the parent-child relations between the tables as arrows from child to parent table. On the Diagram View sheet, in the left pane, the table palette is situated. It allows selecting tables and dragging them on the canvas in the center pane (or double-clicking them). Initially, all tables from the database show in the palette. The Filtering edit box helps to show only the table names, starting with the specified letters. If the Connected Only check box is selected, the palette displays only the tables that have relations, described in system tables, with the table selected on the canvas. The right pane contains the description and list of the columns on the selected table. The Filtering edit box allows viewing only the columns, with names that start with specified letters. The toolbar state buttons provide the following data display options for the table columns: sort column names (alphabetically or in database order) and show or hide the user-defined fields. The center of the form contains the canvas where tables are dropped.
Tree View
In the tree view, the tables, of which the query is composed, display as a tree. The root of the tree is the first table in the query and the remaining tables display as child nodes according to the specified order. If you select the Tree view sheet when the diagram on the Diagram view sheet contains no table, the standard search dialog shows with the list of all tables in the database. You can select the root table of the query. The tree is built based on the information on table relations in the system tables. If you select the Tree view sheet when a diagram already exists on the Diagram view sheet, this diagram transforms to the tree query (using the defined table order). In this case, not all table joins transform. The path from the root node to the currently selected table defines the list of the tables in the query. If connection between some tables does not exist in system tables, it is added to the tree and marked bold red to identify the user-defined join. The path selected in the tree shows in the edit line below the tree. This line is not read-only and allows manual entry in the table list, divided by slashes. An edit line has a context menu which shows all existing tables. Tables, connected with the current table in the system tables, display in the other color. This method allows you to create the query quickly.
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Additional Tabs
Three sheets are available at the bottom of the Phrase Build sheet. Use these sheets to organize table order, define the relation between the tables, and specify the selection criteria for the query.
Display
The Display sheet consists of two sub sheets: Column Select and Sort Order. On the Display sheet, you can define the columns that display on your query, how the data is sorted within the query, and set the display names for the columns.
Column Select
The Column Select sheet allows you to define the columns that display on your query. Use this sheet to set up the order in which these columns display on the Dashboard. On the Column Select sheet, you can also configure the display names for each column and create a calculation for a selected field. The display names display on the query instead of the default column name.
Sort Order
Use the Sort Order sheet to define how the data results display when the query runs. You can sort your data through any combination of columns. You can also select whether the data displays in ascending or descending order.
Analyze Sheet
Use the Analyze sheet to both analyze and test your query for any possible problems before you use it in the live environment. The Analyze button checks the syntax of the query, including any calculations. The Test button executes the query and retrieves data from the database. The Test button helps to identify if there are issues with the joins created in the Phrase Builder tool. Review the data carefully to determine if the query displays the correct information in the correct format.
Where Used
Use the Where Used sheets to review all the dashboards that have access to the current query. The information on these sheets helps you decide if you should re-design the current query or create a new one. Tip If several user dashboards use the current query, you should not change it, but rather create a new shared query. This allows your users to decide if they want to use your new query.
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BAQ and Executive Query Setup | 25 Note You can select the Summarize by BAQ and Summarize by Date check boxes in combination with any of the previous Delete Actions. These options give you flexibility for the results in the MFGCube table. If you do not select the Summarize by BAQ or the Summarize by Date check boxes, the Delete Pair By Summarization option works in the same way as the Delete Dimension Pair action. Query Schedule Use the Schedule field to define when you want this query to refresh its data. The default value is Now, but if you select a schedule other than Now, the Recurring check box becomes available. Select this check box to indicate that this Executive Query should run repeatedly. You do not need to select a schedule within this program. Instead, you can add this Executive Query to a process set and then schedule the process set.
Limitations
Important limitations on Executive Queries include the following: You can only analyze and store two dimensions with each Executive Query. You define these dimensions on the Field Mapping sheet. You can use any field from the selected BAQ as a dimension. Formulas do not evaluate through Executive Queries. However, any formulas you define for the selected BAQ or report query are always evaluated.
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26 | Build an Executive Dashboard Course The Executive Query only aggregates data to calculate summaries by totaling numeric values and counting character BAQ columns. It cannot calculate averages. You can map only one BAQ column to a specific data value field. You cannot merge field columns through an Executive Query. You can display only the data of the current company through the Executive Query. If you need to consolidate data between multiple companies, you must run the specific BAQ report. You cannot synchronize Executive Query processes between multiple companies. You must schedule these processes within the company.
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If you are taking this course as an embedded course launched from your Epicor 9 application, you can map the fields using a Microsoft Excel spreadsheet. If you are using the pdf version of the course, skip to the next task Map the Query Fields Manually. 1. Navigate to the Field Mapping > List sheet. 2. Highlight the row and on the Standard toolbar, click Delete. The Field Mapping Sets grid is now blank. 3. Click the Data Entry link at the bottom of the page. Microsoft Excel opens. 4. Highlight rows 1 - 23, right-click, and select Copy. 5. In the Field Mapping > List sheet, right-click anywhere in the blank grid and select Paste Insert. Notice that the data loads into the grid. Field mapping of your first Executive Query is complete. 6. Close the Microsoft Excel spreadsheet. 7. Review the Field Mapping Sets grid. Epicor 9 | 9.05.601
28 | Build an Executive Dashboard Course 8. Skip the next task Map the Query Fields Manually and continue with the following task Submit and Save the Executive Query.
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Mapping Dimension 1 Set 11 12 13 14 15 16 17 18 19 20 21 22 23 State/Prov Cust. ID Customer Customer Group Plant Project ProductGroup Warehouse Region Description Country State/Prov Project
Dimension 1 Text State CustID Customer CustGroup Plant Project ProdGroup Warehouse Region Territory Country State Project
Dimension 2 Need By NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek ProdGrpID
Dimension 2 Text Need By Date WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy ProdCode
Character 1
TerritoryID
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30 | Build an Executive Dashboard Course The first Executive Query displays as a task on the Process Set Tasks grid. 3. Exit Process Set Maintenance.
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Field Character 4 Character 9 Character 10 This Executive Query has only one field map set. 4. Delete the information in other fields. 5. On the Standard toolbar, click Submit.
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Full Name MfgCube.Company MfgCube.CubeID MfgCube.Dimension1 MfgCube.Dimension1ID MfgCube.GroupDetail MfgCube.ShortChar01 MfgCube.ShortChar02 MfgCube.ShortChar09 MfgCube.ShortChar10
Label Company Cube ID Dimension 1 Dimension 1 ID Group ShortChar01 ShortChar02 Dimension Description Dimension Detail
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Executive Dashboard Display Setup | 43 4. Select EPIC03-XXX-OrdBLogData (where XXX are your initials) and click OK. 5. In the Dashboard Query Properties window, click OK.
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44 | Build an Executive Dashboard Course 5. Click OK. At the top of the Executive Dashboard, view the Dimension ID grid.
Define the Publish and Filter Parameters for the Dimension Query
To make this Executive Dashboard act like the model ShopVision Sales Backlog Analysis Executive Dashboard, you must define what is being published and subscribed to on the dashboard through each query, and filter the grid data. 1. In the tree view, right-click the EPIC03-XXX-OrdBLogDimension: XXX Backlog Dimension Cube Query (where XXX are your initials) query and select Properties. The Dashboard Query Properties window displays. 2. In the Caption field, enter Dimension. 3. Navigate to the Publish sheet. 4. In the Publish Columns section, select MfgCubeDim.DimensionID and DimID_Format15. DimID_Format15 is a calculated field that gets the first fifteen characters from the MfgCubeDim.DimensionID field. 5. Select the Publish to Title check box. This check box indicates that the title of the query displays specific information from a selected column. 6. In the field under the Publish to Title check box, select MfgCubeDim.DimensionID. 7. In the Title caption field, enter DimID. 8. Navigate to the Filter sheet. 9. In the ColumnName field, select MfgCubeDim.CubeID. 10. In the Condition field, select =. 11. In the Value field, enter XXXCubeBackLogOrders (where XXX are your initials). This is the first Cube ID you created. 12. Click OK to exit the Dashboard Query Properties window.
Executive Dashboard Display Setup | 45 6. In the ColumnName field, select MfgCube.ShortChar09. 7. In the Condition field, select =. 8. In the Value field, select EPIC03-XXX-OrdBLogDimension- Dimension: DimID_Format15. This is the field published from the first query. 9. Click OK to exit the Dashboard Grid Properties window. 10. View the Executive Dashboard. 11. In the Dimension ID grid, select CustID and view the customer list that displays in the Dimension 1 grid.
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Executive Dashboard Display Setup | 47 5. Select the Publish to Title check box. 6. In the field under the Publish to Title check box, select MfgCube.ShortChar10. 7. In the Title caption field, enter Dimension Detail:. 8. Click OK to exit the Dashboard Query Properties window. 9. Click the Refresh All icon. View the Dashboard title. It now displays Dimension Detail: and the information you selected in the Dimension Detail grid.
Define the Subscribe and Filter Parameters for the Data Query
1. In the tree view, right-click the EPIC03-XXX-OrdBLogData: XXX Backlog Data Cube Query (where XXX are your initials) and select Properties. The Dashboard Query Properties window displays. 2. In the Caption field, delete the content and enter Sales Backlog Cube Data. 3. Navigate to the Filter sheet. 4. In the ColumnName field, select MfgCube.Dimension1ID. 5. In the Condition field, select =. 6. In the Value field, select EPIC03-XXX-OrdBLogDimension- Dimension: MfgCubeDim.DimensionID (where XXX are your initials). This field is published from the Dimension query. 7. Click OK to exit the Dashboard Query Properties window. 8. On the Standard toolbar, click Save.
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48 | Build an Executive Dashboard Course 8. In the Condition field, select =. 9. In the Value field, enter Daily and press Tab. You can now add a second condition. 10. In the ColumnName field, select MfgCube.Dimension1. 11. In the Condition field, select =. 12. In the Value field, select EPIC03-XXX-OrdBLogDimDtls- Sales Backlog Dimension Details: MfgCube.ShortChar10 (where XXX are your initials). This field is published from the Dimension Details query. This Chart View displays daily information based on data selected in the Dimension Details query. 13. Click OK. At the bottom of the Dashboard, the Dimension Detail Backlog Chart View displays. 14. On the left side of the Chart View, click Settings. If necessary, scroll down to see the entire Settings pane, or move the Dimension Detail Backlog Chart View upward in the Dashboard. You can also adjust the size of other grids to see the Chart View properly. 15. In the Chart Type field, select LineChart. 16. In the Settings pane, click the Refresh icon. 17. On the Standard toolbar, click Save.
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Executive Dashboard Display Setup | 49 12. In the Settings pane, click the Refresh icon. 13. On the Standard toolbar, click Save.
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Conclusion
Congratulations! You have completed the Build an Executive Dashboard course. Please take a moment to let Epicor know how to serve you better by completing a course evaluation at http://www.keysurvey.com/survey/191084/2e21/ or by clicking the Course Evaluation link below. Your feedback provides the guidelines for the future direction of Epicor education.
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