Epicor ERP

Advanced Dashboards Course

9.05.606
Disclaimer
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Advanced Dashboards Course Contents

Contents
Advanced Dashboards Course...............................................................................................6
Before You Begin....................................................................................................................7
Audience.........................................................................................................................................................7
Prerequisites....................................................................................................................................................7
Environment Setup..........................................................................................................................................8
Workshop Constraints..............................................................................................................................8
Overview of Advanced Dashboard Techniques.................................................................10
Authorization........................................................................................................................11
Advanced Dashboard Techniques.......................................................................................12
Create New Dashboard..................................................................................................................................12
Dashboard Properties..............................................................................................................................12
Workshop - Create New Dashboard........................................................................................................14
Add PartBin Query...........................................................................................................................14
Change Grid Caption......................................................................................................................15
Publish Fields...................................................................................................................................15
Add Jobhead Query.........................................................................................................................16
Change Grid Caption......................................................................................................................16
Publish Job Number.........................................................................................................................16
Apply Filter to Jobs Grid...................................................................................................................17
Image Columns..............................................................................................................................................18
Workshop - Add Image Column to the Parts Grid...................................................................................18
Add Image Column to Parts Grid.....................................................................................................18
Apply View Rule to Image Column..................................................................................................19
Advanced Searches........................................................................................................................................20
Workshop - Customize a Tracker View....................................................................................................21
Add Tracker View............................................................................................................................21
Test the Advanced Search................................................................................................................21
Workshop - Add Advanced Search with Range.......................................................................................23
Add Groupbox................................................................................................................................23
Add Field 1......................................................................................................................................23
Add Field 2......................................................................................................................................24
Add Label........................................................................................................................................24
Run Search......................................................................................................................................25
Workshop - Modify Dashboard Properties...............................................................................................26
Assign the Like Columns in Dashboard Properties............................................................................26
Verify Results in Part Maintenance...................................................................................................26
Verify Results in Job Entry................................................................................................................26
Dashboard Browse.........................................................................................................................................28
Workshop - Add Dashboard Browse.......................................................................................................28
Add Sheets and Grids....................................................................................................................................30

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Contents Advanced Dashboards Course

Workshop - Add Sheets and Grids..........................................................................................................30

Add Tracker View............................................................................................................................30
Add Blank Sheets............................................................................................................................30
Add Grids to Sheets.........................................................................................................................31
Hide Blank Sheet.............................................................................................................................32
Foreign Key Views..........................................................................................................................................33
Workshop - Create Foreign Key and Sub Table Views..............................................................................34
Create Foreign Key View.................................................................................................................34
Add Sub Table for Job Assembly......................................................................................................34
Add Sub Table for Job Material........................................................................................................35
Add Sub Table for Job Operation.....................................................................................................36
Link New Views to Blank Grids........................................................................................................36
Verify Results of New Views.............................................................................................................37
Gauge View...................................................................................................................................................38
Workshop - Add a Gauge View to the Dashboard...................................................................................38
URL View.......................................................................................................................................................40
Workshop - Add a URL to the Dashboard...............................................................................................40
Dashboard Report Link and View...................................................................................................................41
Workshop - Add a Report View to the Dashboard...................................................................................42
Review Report Options....................................................................................................................42
Design the Crystal Report................................................................................................................42
Select Fields for the Report..............................................................................................................44
Upload Report to the Server............................................................................................................44
Add Report to the Dashboard..........................................................................................................45
Workshop - Add a Report Link to the Dashboard....................................................................................46
Build and Deploy Dashboard..........................................................................................................................47
Workshop - Build and Deploy the Dashboard..........................................................................................47
Updatable Dashboards.........................................................................................................49
Workshop - Create Updatable Dashboard......................................................................................................50
Add Customer Query to Dashboard........................................................................................................50
Modify Customer Grid Properties............................................................................................................50
Add Updatable Query to Dashboard.......................................................................................................51
Modify Contact Grid Properties...............................................................................................................51
Add Tracker View for Contact Query......................................................................................................53
Test Updatable Dashboard......................................................................................................................54
Verify the Created Record.......................................................................................................................54
Add Order Status Query..........................................................................................................................55
Add Chart View for Order Status Query..................................................................................................55
Workshop - Uptake from Excel.......................................................................................................................56
Create a Spreadsheet..............................................................................................................................56
Uptake from Excel..................................................................................................................................57
Verify the Created Record.......................................................................................................................58
Workshop - Use Publish View.........................................................................................................................59
Publish View from Dashboard.................................................................................................................59
Copy Standard Dashboard......................................................................................................................59

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Advanced Dashboards Course Contents

Load Published View...............................................................................................................................60

Mobile Device Dashboards..................................................................................................61
Workshop - Create Mobile Dashboard...........................................................................................................61
Generate Mobile Dashboard...................................................................................................................61
Generate Mobile Application..................................................................................................................62
View Mobile Dashboard..........................................................................................................................63
Epicor SharePoint Publisher.................................................................................................65
Workshop - Create a Dashboard in Microsoft SharePoint...............................................................................66
Create a New Web Part Page..................................................................................................................66
Load the Available Views........................................................................................................................67
Arrange Views Within the SharePoint Page.............................................................................................69
View the ESP Dashboard.........................................................................................................................69
Adjust the ESP Dashboard.......................................................................................................................70
Test the ESP Dashboard..........................................................................................................................71
Use the Web Dasher Utility.....................................................................................................................72
BAQ Zones.............................................................................................................................74
Conclusion.............................................................................................................................75

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Advanced Dashboards Course Advanced Dashboards Course

Advanced Dashboards Course

A dashboard is your personalized information and command center. It is a visualization tool that displays the
current information and processes that help you perform your tasks more efficiently. The data you choose to
display is refreshed periodically, so you are able to act on changes as they occur.
Set up the dashboard to match your needs. Spend some time thinking about the information that is helpful to
you, then set up these queries through one of the available views, and link the processes that relate to this
information. The dashboard becomes an efficient tool, as you are able to both view information and then act on
it from one location.
The advanced dashboard techniques discussed in this course provide flexibility with the way the data displays
and functionality that allows you to access the data you need.
It is expected that users taking this course have previous familiarity with the dashboard. This course does not
review basic elements and functionality of the dashboard but focuses on advanced techniques not discussed in
the Introduction to the Dashboard course.
Upon successful completion of this course, you will be able to:
• Create a new dashboard using existing queries.
• Modify dashboard properties to make it available as an advanced search.
• Add images to a new column in the current grid.
• Create an advanced search page on the dashboard and enable fields for searching.
• Add an advanced search with a range for searching for multiple records.
• Add a Dashboard Browse to the dashboard.
• Add multiple sheets with grids to the dashboard.
• Understand and create foreign key views and sub table views that display information from related tables on
the dashboard.
• Understand basis features of the Report Link and Report View functionality.
• Build and deploy dashboards to the Main menu and Favorites bar.
• Create an updatable dashboard.
• Use the excel uptake and the publish view functionality.
• Create a mobile dashboard.
• Use Microsoft® SharePoint® to display dashboards.

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Advanced Dashboards Course Before You Begin

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

• System Administrator
• IT/Technical Staff
• Project Team Leader
• Department Manager

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 at [email protected]. It is also important 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.
• Introduction to Customization Course - This course covers all aspects of the customization model which
is built into the framework for Epicor 9 and beyond. Users may personalize their environment if given the
authority. This course goes beyond the personalization aspects to allow system administrators to deploy
standard customizations based on their specific business requirements. This includes adding and removing
data elements, modifying component properties, adding VBScript "code points" to run before and after data
field modifications, and much more.
• Business Activity Query Course - This course introduces Business Activity Query (BAQ) Designer data
extraction tool. It provides techniques for creating static Business Activity Queries (BAQs) as well as updatable
BAQs. You can use both queries as the foundation for reports and dashboards, or to review specific details
of your business.
• Crystal Reports Course - This course introduces Crystal Reports®. It discusses how to use Crystal Reports
and the Business Activity Query (BAQ) Report Designer to design and create reports as well as how to modify
existing Crystal Report forms. In addition, this course reviews relational database concept fundamentals such
as tables, table relationships, records, and field types.
• Required Industry Knowledge - Fundamental knowledge of relational database concepts such as table
relationships, records, and field types. An understanding of the functionality of the current release of the
Epicor application.

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Before You Begin Advanced Dashboards Course

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.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main Plant.

Workshop Constraints

All workshops in this course can be performed in a shared database.

Important
To complete the Workshop - Add a URL to the Dashboard, internet access must be established in your
environment.
To complete the Workshop - Add a Report View to the Dashboard and the Workshop - Add a Report
Link to the Dashboard, Crystal Report Designer must be installed and operational in your environment.

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Advanced Dashboards Course Before You Begin

To complete the Workshop - Create Mobile Dashboard, View Mobile Dashboard task, Epicor Mobile
Access™ must be established in your environment.
To complete the Workshop - Create a Dashboard in Microsoft SharePoint, Epicor SharePoint
Publisher, Microsoft® SharePoint® 2007 or Microsoft® SharePoint® 2010 must be installed in your
environment. The Epicor SharePoint Publisher installer a part of the Epicor 9.05 Utilities installer. To use
the context menu functionality within this workshop, Epicor Web Access must be installed and deployed
in your environment.

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Overview of Advanced Dashboard Techniques Advanced Dashboards Course

Overview of Advanced Dashboard Techniques

Dashboards are very flexible and powerful tools that provide easy access to critical information in a real-time
environment. Dashboards can often replace the need for workbenches, shop vision reports, ad hoc reports, and
simple business intelligence reports.
Dashboards display current database information you need to more efficiently perform your tasks.
Dashboards are developed to meet the needs of individual designers. The main features of dashboards include:
• Totally customizable
• Use Business Activity Query (BAQ) as data source
• Provide various views of the BAQ data, such as grids, charts, tracker or Crystal Reports
• Components synchronize with system entry programs using publish and subscribe functionality
• Conditional formatting
• Copy and paste enabled
• Export and import dashboard definitions
• Technical and personal notes
• Process Links
• Download or upload using Crystal Reports
• Design a Crystal Report using a dashboard
• URL/XSLT View
• Gauge View functionality to monitor and display data changes
• Design environment
• Main menu and Favorites bar deployment
• Updatable Dashboard based on updatable BAQs
• Targeted for either Mobile device, or for full size use as Smart Client or Epicor Web Access (EWA) forms
• Microsoft SharePoint environment that displays dashboards as web parts
This course demonstrates how to display information through a variety of dashboard views using advanced
techniques. Workshops are available to provide a hands-on experience throughout this course.
Note Some of the features reviewed in this course utilize the standard customization toolset. You do not
need to have user customization security privileges for any of the features in this course; however, you
must have the Dashboard Developer privilege enabled in User Account Maintenance to complete the
workshops in this course.

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Advanced Dashboards Course Authorization

Authorization

Use User Account Maintenance to enter basic information, security access, and Epicor application privileges
for all users. Anyone who accesses the application must be set up in this program.
Menu Path: System Management > Company Maintenance > User
Important User Account Maintenance is typically only accessible to system administrators. If you do not
have access to this program, contact your system administrator or IT personnel at your company for
assistance.

All users can access a dashboard once it is placed on the menu, but creating a new dashboard, or updating an
existing one, requires a security privilege.
To allow a user to work in the Designer Mode for dashboards, navigate to the Options sheet and select the
Dashboard Developer check box.
Note When you enable this functionality, it becomes available in the Tools menu in the Dashboard
program. This allows a user to toggle the mode on and off as needed.

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Advanced Dashboard Techniques Advanced Dashboards Course

Advanced Dashboard Techniques

The course focuses on advanced techniques and functionality that exist in the dashboard. The section teaches
you how to work with existing queries and display the information using the dashboard.

Create New Dashboard

The first step in the process is to add a Business Activity Query (BAQ) to the dashboard. Use Business Activity
Query Designer to create a query that displays information from a table (or multiple tables) in the database. You
can add multiple queries to the same dashboard to display related information.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard
Before you create a dashboard, it is important to consider what information will be helpful to employees at your
organization. Initial questions may include:
• What is the appropriate format for this information?
• Do you need to display a dashboard using the smart client, web client, as a web dashboard using Microsoft
SharePoint, or would you like to target the dashboard for a mobile device?
• Should it be more graphical in nature?
• Should users be able to search for the data that displays in the dashboard?
• Should users be able to update the data that displays in the dashboard?
• Is there an existing query you can use on the dashboard, or should you create a new one?
Once you obtain this information, begin the process of creating a customized dashboard.
Note Throughout the course your will work with existing queries. For more information on creating queries
from scratch, review the Business Activity Queries course.

Dashboard Properties

Use the General, Titlebar and Advanced Search sheets to set the overall definition for the current dashboard
or specific items within the dashboard.
The main dashboard properties allow you to modify the primary attributes of the current dashboard. You can
define the titles that display on the dashboard window. You can also define the advanced searches that are
available through this dashboard definition; you access these advanced searches through various search programs
throughout the application.
The General sheet and its subsheets display automatically each time you launch the Dashboard program.

General sheet
The following are the fields found on the General sheet:
• Dashboard ID - This is the identifier for the dashboard definition.
• Description - This is the description that displays on the main title bar for the Dashboard.
• Enable Refresh All - When selected, the Refresh All button is added to the Standard toolbar in the dashboard.
The Refresh All button allows you to refresh all query data in the dashboard.

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Advanced Dashboards Course Advanced Dashboard Techniques

Important For customers with large databases, the Refresh All button can cause performance issues
with the dashboard. This button, by design, does not honor filters and returns all rows to the dashboard.

• Include Tree View on Dashboard Assembly - When selected, it allows you to display a tree view in the
dashboard for user navigation between data records in the primary query. Once you run the Deploy Dashboard
deployment process, the tree view displays.
• Target Mobile Device - When you target the dashboard at a mobile device, you can select a mobile profile
which specifies the device dimensions (height and width) and modify the design surface accordingly within
the constraints of the device. When you generate an Epicor Web Access definition for the dashboard, it is
generated in lightweight mobile form if the dashboard is targeted at a mobile device.

Titlebar sheet
The Titlebar sheet displays a summary of the queries publishing information on the dashboard, as well as all the
fields published to the title bar. This window allows you to modify any fields published to the dashboard title bar
in one place, instead of having to access each query individually.
You can use the Title Caption field to enter the text that displays on the title bar.

Advanced Search
To have a dashboard added as an advanced search, you must enable the Advanced Search check box. The
Advanced Search functionality is designed around the concept of Like fields. Similar to the Like fields used in a
BAQ Search, the Advanced Search also uses Like fields; however, the data displays as a Dashboard and opens in
a separate window on your workstation. You can then use the dashboard to search for specific data, select a
record, and retrieve the record back to the original program you were searching from.
Note You can use Advanced Searches wherever you can launch a Search window. To launch an Advanced
Search, use the Search button or a context menu search option.

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Advanced Dashboard Techniques Advanced Dashboards Course

Workshop - Create New Dashboard

In this workshop, create a new dashboard, add several queries, and add different views to the dashboard. Once
the queries are added, modify the views that display and apply publish and subscribe.
Navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Add PartBin Query

When the Dashboard program launches, verify that Developer mode is enabled.

1. If necessary, from the Tools menu, select Developer.

This ensures that you are working in the Developer mode.
Note You can toggle developer mode off and on by selecting the Developer command from the
Tools menu. Users who do not have Dashboard Developer rights do not have this option available to
them. These users can only open existing dashboards, and cannot update or create new dashboards.

2. From the New menu, select New Dashboard.

3. In the Definition ID and Description fields, enter XXX-PartBinWorkBench (where XXX are your initials).

4. Select the Enable Refresh All check box.

Note For customers with large databases, the Refresh All button can cause performance issues with
the dashboard. This button, by design, does not honor filters and returns all rows to the dashboard.

5. Select the Include Tree on Dashboard Assembly check box.

6. Navigate to the Dashboard sheet.

Notice the dashboard is currently blank and you need to add a data source.

7. Navigate to the General sheet.

8. From the New menu, select New Query.

The Dashboard Query Properties window displays.

9. Click the Query ID button.

The Query Search window displays.

10. In the Starting At field, enter EPIC06 and click Search.

11. In the Search Results grid, select EPIC06-PartBin and click OK.
EPIC06-PartBin is a custom query created for the company Epicor Education.

12. In the Dashboard Query Properties window, click OK.

13. On the Standard toolbar, click Save.

The tree view on the left displays two icons - the query and the grid.

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Advanced Dashboards Course Advanced Dashboard Techniques

Change Grid Caption

1. In the dashboard tree view, right-click the grid icon, and select Properties.
The Dashboard Grid Properties window displays.

2. In the Grid Caption field, enter Parts and click OK.

3. On the Standard toolbar, click Save.

4. On the Standard toolbar, click Refresh.

5. View the XXX-PartBinWorkBench (where XXX are your initials) dashboard and the Parts grid that displays
data returned by the query.

Publish Fields
Publish the Part Number field for use as a filter to the additional query views added later in the workshop. Publish
the Part Description field to the title bar of the Dashboard.

1. In the dashboard tree view, right-click the query icon, and select Properties.
The Dashboard Query Properties window displays.

2. On the General sheet, select the Auto Refresh on Load check box.
This refreshes the data automatically when you launch the dashboard.
Note Use caution when enabling this check box, as queries that retrieve many records take more
time to load to the dashboard when it is initially opened.

3. In the Refresh Interval field, accept the default value -1.

A minus one (-1) indicates there is no automatic refresh. In this scenario, data will be refreshed once you
launch the dashboard, but for further dashboard updates, you must use the Refresh or Refresh All buttons
on the Standard toolbar.
Example If you would like to use a two minutes refresh interval, enter 120.

4. Navigate to the Publish sheet.

5. In the Publish Columns section, select the Part.PartNum and Part.PartDescription check boxes.

6. Select the Publish to Title check box.

7. In the field above Title caption, select Part.PartDescription.

8. In the Title caption field, enter Part:, and click OK.

9. On the Standard toolbar, click Refresh and verify the results on the title bar of the dashboard.

10. On the Standard toolbar, click Save.

The Part Description field is now published to the title bar.

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Advanced Dashboard Techniques Advanced Dashboards Course

Add Jobhead Query

Add a second query to the dashboard and change its caption.

1. From the New menu, select New Query.

2. Click the Query ID button.

The Query Search window displays.

3. In the Starting At field, enter z and click Search.

Note Queries that begin with the letter Z are standard queries written by Epicor that are included
with the software. System queries are also identified by the Delivered check box.

4. In the Search Results grid, select zjobhead01 and click OK.

The Dashboard Query Properties window displays.

5. Select the Auto Refresh on Load check box.

6. In the Dashboard Query Properties window, click OK.

7. In the tree view, right-click the zjobhead query icon and select Properties.
The Dashboard Query Properties window displays.

8. In the Caption field, delete the content and enter Job Info.

9. In the Dashboard Query Properties window, click OK.

10. On the Standard toolbar, click Refresh and view the data.

Change Grid Caption

1. In the dashboard tree view, right-click the zjobhead01: Summary grid icon and select Properties.
The Dashboard Grid Properties window displays.

2. In the Grid Caption field, enter Jobs.

3. In the Dashboard Grid Properties window, click OK.

Publish Job Number

1. In the dashboard tree view, right-click the query icon for Job Info, and select Properties.
The Dashboard Query Properties window displays.

2. Navigate to the Publish sheet.

3. In the Publish Columns section, select JobHead.JobNum.

4. Select the Publish to Title check box.

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Advanced Dashboards Course Advanced Dashboard Techniques

5. In the field above Title caption, select JobHead.JobNum.

6. In the Title caption field, enter Job:.

7. In the Dashboard Query Properties window, click OK.

8. On the Standard toolbar, click Refresh and verify the results on the title bar of the dashboard.
Notice the part and job now display in the title bar of the dashboard.

9. On the Standard toolbar, click Save.

Apply Filter to Jobs Grid

A filter that subscribes to a published piece of data can be applied to either the query or the individual views
such as a grid. When a query subscribes to the published data, all views for that query then subscribe to that
same piece of data. However, if you add multiple views such as a grid and a chart, you may only want to filter
the data in the grid, not necessarily on the chart. In this situation, add the filter to the grid view, not the query.

1. In the dashboard tree view, right-click the grid icon for zjobhead01: Summary and select Properties.
The Dashboard Grid Properties window displays.

2. Navigate to the Filter sheet.

3. Select the following information:

Field Data
ColumnName JobHead.PartNum
Condition = (equal sign)
Value EPIC06-PartBin- Part and Bin Information: Part.PartNum

Note
EPIC06-PartBin- Part and Bin Information: Part.PartNum is the Part Number field published from the
EPIC06-PartBin query above.

4. In the Dashboard Grid Properties window, click OK.

5. On the Standard toolbar, click Save.

6. On the Standard toolbar, click Refresh to execute the query and refresh the data.

7. Verify the results by selecting parts from the Parts list and reviewing the jobs that display for that part.
Use the parts DCD-200-ML as an example of parts that have jobs in the database.

8. Remain in the dashboard.

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Advanced Dashboard Techniques Advanced Dashboards Course

Image Columns

An Image Column, when added to a dashboard grid, allows you to add images to a new column in the current
grid. There are many standard images that you can select to display. Once an image column is defined, you can
then create row rules that define when the image is displayed within this column. Each column can be set up so
that it does not have a default image. This allows you to populate it with images when specific rule conditions
are met. To define the rules that determine when the image displays, use the View Rules sheet.
Example
To display an image next to a part when it has a negative on hand quantity:

1. Create an image column and select the appropriate image (graphic) that you want to display.

2. Establish the criteria on the View Rules sheet that defines when the on hand quantity is less than zero,
the column displays the selected image.

You can immediately use this functionality to display any image included within the application. You can also
display your own images through Resource Editor.
The Resource Editor is a tool that allows you to add, edit, and delete the images used within the customized
program or dashboard. It allows you to create a custom resource file that automatically loads when you launch
the application. You can then reference these images within the application.
While you are in Developer Mode for either a customized program or a dashboard, you can selected these images.
When you add a new grid to a dashboard, the Image Column sheet allows you to display your custom images
on the custom grid. This separate utility is available for download from EPICweb at Epicor Downloads. Use this
utility to find, select, and add your own images to the Epicor application.

Workshop - Add Image Column to the Parts Grid

Create a new image column and add it to the dashboard. Apply a rule on the new image column that displays
the image when there is a negative on hand quantity for a part.
If necessary, navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Add Image Column to Parts Grid

1. Verify the XXX-PartBinWorkBench (where XXX are your initials) dashboard created earlier is open.

2. In the dashboard tree view, right-click the EPIC06-PartBin: Summary grid icon and select Properties.
The Dashboard Grid Properties window displays.

3. Navigate to the Image Columns sheet.

4. In the Column Name field, enter NegOH.

5. In the Caption field, enter Neg On Hand.

The caption displays as the title of the column on the dashboard.

6. In the Image Name field, select (None).

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The image selected in this field is used as the default image for all rows in the grid. The purpose of this
workshop is to display the image only when a part has a negative on hand quantity.

7. In the Visible Index field, enter 1.

The number entered in this field determines where the column will display in the grid. The number one
indicates that this is the first column to display in the grid.
Remain in the Dashboard Grid Properties window.

Apply View Rule to Image Column

1. Navigate to the View Rules sheet.

2. Click the New View Rule button.

3. Enter a new rule using the following information:

Field Data
Select Field PartBin.OnhandQty
Rule Condition LessThan
Rule Value 0

4. Click the > blue arrow button to save the rule and move it to the available rules list.

5. Click the New Rule Action button.

6. Enter the following information for the rule action:

Field Data
Select Field NegOH
Image Name Exclamation

7. Click the > blue arrow button to save the rule action and move it to the available actions list.

8. In the Dasboard Grid Properties window, click OK.

9. On the Standard toobar, click Refresh.

10. Review the results in the Parts grid of the dashboard.

Notice the new Neg On Hand column that displays in the first column of the grid. The Warning icon only
displays next to parts that have a negative on hand quantity.

11. Remain in the dashboard.

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Advanced Searches

An Advanced Search allows you to enter criteria to search for specific data within the Dashboard. Also known
as a Tracker View, the Advanced Search uses the Epicor application customization tools to create the view and
enable the fields for data entry.
Not only can you enable certain fields for data entry, you can also set up multiple fields to allow a range to be
entered and data can be filtered.
Example Searching for open sales orders within a specific date range.

Add a Tracker View

When you add a tracker view to a dashboard, it includes the functionality to search the query results for data to
display based on specified criteria. Many of the standard dashboards include this functionality. A tracker view
allows you to find the exact information you are looking for without having to search through all the records in
the dashboard.
To add a tracker view, right-click the query icon in the tree view of the dashboard and from the context menu,
select New Tracker View.

Customize Tracker View

To make the tracker view act as an Advanced Search, you must use application customization tools. To access
the Customization Tools Dialog window, right-click the tracker icon in the tree view, and from the context
menu, select Customize Tracker View.
For additional information on customization, review Introduction to Customization course, Advanced Customization
course, and Application Help.

Advanced Search with Range

An Advanced Search with a range allows you to enter a range to retrieve data from the database based on the
range entered. Date ranges are particularly helpful if you need to search for data for a given period of time.
When you enable the Show Summaries feature, you are able to see subtotals of data based on ranges.
To add the Range functionality, use the customization tools to add additional fields to the tracker view, and link
the fields to a specific query column.

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Workshop - Customize a Tracker View

Add a tracker view as an Advanced Search filter to the dashboard.

If necessary, navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Add Tracker View

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. In the dashboard tree view, right-click the EPIC06-PartBin query icon, and select New Tracker View.
The Dashboard Tracker View Properties window displays.

3. In the Caption field, delete the content and enter Advanced Search.
The text entered here displays in the header of the Tracker View and also in the tree view of the dashboard.

4. Click the Clear All button.

5. In the display columns list, select the Visible and Prompt check boxes for the following columns.
• Part.PartNum
• Part.PartDescription
• Part.TypeCode
• PartBin.WarehouseCode
Note By selecting the Prompt check box, the field changes from read only to enabled for user input.

6. For the Part.PartNum column, in the Condition field, select StartsWith and accept all other defaults.
The Condition field determines how the data entered in each field is used for searching.
Tip By selecting the Embed Grid View check box, the query's grid displays within the Tracker View.
Do not select this option for this example.

7. In the Dashboard Tracker View Properties window, click OK.

The Advanced Search sheet now displays within the dashboard.

8. Drag the Advanced Search pane up and dock it to the EPIC06-PartBin: Summary sheet.
Within the Part and Bin Information pane, there are two sheets at the top of the screen - the
EPIC06-PartBin: Summary sheet and the Advanced Search sheet.

9. On the Standard toolbar, click Save.

Test the Advanced Search

1. Verify the Advanced Search sheet displays.

2. On the Standard toolbar, click Clear.

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3. In the Type field, enter M.

M stands for manufactured parts.

4. Navigate to the EPIC06-PartBin: Summary sheet and click Refresh to view the results.
Notice only manufactured parts display.

5. Navigate to the Advanced Search sheet.

6. On the Standard toolbar, click Clear.

7. In the Part field, enter the letter C.

Recall the condition for this field is set to StartsWith.

8. Navigate to the EPIC06-PartBin: Summary sheet and click Refresh to view the results.
Notice only parts that start with the letter C display.

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Workshop - Add Advanced Search with Range

Add a search range for part numbers to the Advanced Search sheet on the dashboard. Modify the newly created
Advanced Search sheet, add a groupbox, as well as two new Part fields for entry of the range.

Add Groupbox

1. In the dashboard tree view, right-click the Advanced Search tracker view, and select Customize Tracker
View.
The Customization Tools Dialog window displays.

2. Arrange the dashboard and the Customization Tools Dialog windows to see both.

3. In the Customization Tools Dialog window from the Tools menu, select Toolbox.
The Toolbox window displays.

4. In the Toolbox window, click EpiGroupBox.

5. Under the Warehouse field, click in the Advanced Search sheet to add the new groupbox.

6. Resize the box so it fits two text boxes inside for the part range entry fields.

7. Navigate to Customization Tools Dialog > Properties sheet.

8. In the Misc group, in the Text field, delete the content and enter Part Range Search.

9. In the Customization Tools Dialog window, click Save.

Add Field 1
This field is used as the start range parameter for the advanced search.

1. In the Toolbox window, click EpiTextBox.

If necessary, re-launch the Toolbox from the Tools menu in the Customization Tools Dialog window.

2. Inside the previously added groupbox, click on the Advanced Search sheet to add the new field.

3. Resize the box so the data fits in the field.

4. Navigate to the Customization Tools Dialog > Properties sheet.

5. In the Data group, in the Text field, delete the content and leave the field blank.

6. In the Misc group, in the IsTrackerQueryControl field, select True.

Note Setting the IsTrackerQueryControl to True means that the field acts as a control for the search
window.

7. In the Misc group, in the QueryColumn field, select Part.PartNum.

8. In the Dashboard group, in the DashboardCondition field, select GreaterThanOrEqualTo.

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9. In the Dashboard group, in the DashboardPrompt field, select True.

10. In the Customization Tools Dialog window, click Save.

Add Field 2
This field is used as the ending range parameter for the advanced search.

1. In the Toolbox window, click EpiTextBox.

If necessary, re-launch the Toolbox from the Tools menu in the Customization Tools Dialog window.

2. Inside the groupbox under the previously added textbox, click on the Advanced Search sheet.
Leave enough space between both textboxes for adding a label between them in the next workshop.

3. Resize the box so the data fits in the field.

4. Navigate to the Customization Tools Dialog > Properties sheet.

5. In the Data group, in the Text field, delete the content and leave the field blank.

6. In the Misc group, in the IsTrackerQueryControl field, select True.

7. In the Misc group, in the QueryColumn field, select Part.PartNum.

8. In the Dashboard group, in the DashboardCondition field, select LessThanOrEqualTo.

9. In the Dashboard group, in the DashboardPrompt field, select True.

10. In the Customization Tools Dialog window, click Save.

Add Label
Add a label to the search groupbox.

1. In the Toolbox window, click EpiLabel.

If necessary, re-launch the Toolbox from the Tools menu in the Customization Tools Dialog window.

2. Inside the groupbox between the two new EpiTextBox fields, click on the Advanced Search sheet to add
the new label.

3. Navigate to the Customization Tools Dialog > Properties sheet.

4. In the Misc group, in the Text field, delete the content and enter To.

5. Click Save and exit the Customization Tools Dialog window.

6. If necessary, in the Save Confirmation window, click Yes.

7. In the dashboard, on the Standard toolbar, click Save.

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Run Search

1. Navigate to the Advanced Search sheet.

2. On the Standard toolbar, click Clear.

3. In the first part range search field, enter CS-000.

4. In the second part range search field, enter CS-100.

5. Navigate to the EPIC06-Part Bin: Summary sheet.

6. On the Standard toolbar, click Refresh.

7. Review the results.

8. Remain in the dashboard.

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Workshop - Modify Dashboard Properties

Modify the dashboard properties by adding this dashboard to the available advanced searches in the Epicor
application. Identify the Part Number and Job Number as Like columns. As a result, this dashboard is added to
the available advanced searches anywhere a Part search or Job search window is initiated.
If necessary, navigate to Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Assign the Like Columns in Dashboard Properties

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. Navigate to the General > Adv Search sheet.

3. Select the Advanced Search check box.

4. In the Available "Like" columns list, select Part.PartNum, and click the > right blue arrow button.
This moves the selected item to the Advanced Search "Like" columns.

5. In the Available "Like" columns list, select JobHead.JobNum, and click the > right blue arrow button.
This moves the selected item to the Advanced Search "Like" columns.

6. On the Standard toolbar, click Save.

7. Minimize the dashboard.

Verify Results in Part Maintenance

Navigate to Part Maintenance.
Menu Path: Production Management > Job Management > Setup > Part

1. Click the Part button to initiate a part search.

2. Navigate to the Advanced sheet and verify the XXX-PartBinWorkbench (where XXX are your initials)
dashboard displays in the grid.
You could now use the dashboard as an advanced search for Part Maintenance.

3. In the Part Search window, click Cancel.

4. Exit Part Maintenance.

Verify Results in Job Entry

Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry

1. Click the Job button to initiate a job search.

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2. Navigate to the Advanced sheet and verify the XXX-PartBinWorkbench (where XXX are your initials)
dashboard displays in the grid.
You could now use the dashboard as an advanced search for Job Entry.

3. In the Job Search window, click Cancel.

4. Exit Job Entry.

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Dashboard Browse

A Dashboard Browse provides the ability to use a standard search button on the dashboard, along with the
Standard navigational toolbar. The standard search button (indicated by a binoculars icon) allows you to initiate
a standard search for records. The navigational tools area allows you to scroll through selected records, or select
the record from a list of search results.
Use a special filter on the query to add a Dashboard Browse to the query level of a dashboard. To apply a filter,
right-click the query icon in the tree view and select Properties. You must also determine which field to use for
the search. For example, the Part Number field in the Part master file.
A dashboard can contain more than one Dashboard Browse. Each query added to the dashboard can contain its
own dashboard browse, however, one is indicated as the Primary Browse. A Primary Dashboard Browse displays
next to the Standard toolbar at the top of the screen above the contents pane of the dashboard. A Dashboard
Browse not marked as Primary displays in the Contents pane of the dashboard and at the same level as the query
itself.

Workshop - Add Dashboard Browse

In this workshop, add a primary Dashboard Browse to the dashboard.

If necessary, navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. In the dashboard tree view, right-click the EPIC06-PartBin query icon, and select Properties.
The Dashboard Query Properties window displays.

3. Navigate to the Filter sheet.

4. Select the following information:

Field Data
ColumnName Part.PartNum
Condition = (equal sign)
Value Dashboard Browse

The Dashboard Browse Properties window displays.

5. In the Drop Down Columns list, hold the Ctrl key and select PartDescription and PartNum.

6. Click the > blue arrow to add the fields to the selected fields list.

7. If the PartNum field is not listed first, select the PartNum field, and click the ^ up arrow to move it to the
top of the list.

8. Select the Primary Browse check box.

9. In the Dashboard Browse Properties window, click OK.

10. In the Dashboard Query Properties window, click OK.

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11. On the Standard toolbar, click Save.

12. View the Dashboard Browse on the toolbar.

13. Click the binoculars icon to launch the Part Search.

14. In the Starting At field, enter DCD and click Search.

15. In the Search Results grid, highlight all DCD parts and click OK.

16. Use the standard navigational tools in the Dashboard Browse to navigate through the selected records.

17. Remain in the dashboard.

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Add Sheets and Grids

Once you create a dashboard, you can add a custom sheets with user-defined grids. This allows you to determine
the information that displays in the grid format. All grids contain the same basic functionality such as cut, copy,
paste, print selected, Group By, and Summarize options.

Workshop - Add Sheets and Grids

Add three new sheets to the dashboard that display job assembly, job material, and job operation information.
Later in the course, add grids to each sheet to display the related job information.
If necessary, navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Add Tracker View

Use a tracker view to add a blank panel (and sheet) to the dashboard.

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. In the dashboard tree view, right-click the Job Info query, and select New Tracker View.
The Dashboard Tracker View Properties window displays.

3. In the Caption field, delete the content and enter Job Details.

4. Click the Clear All button and click OK.

5. On the Standard toolbar, click Save.

Add Blank Sheets

1. In the dashboard tree view, right-click the Job Details tracker view, and select Customize Tracker View.
The Customization Tools Dialog window displays.

2. Arrange the Dashboard and Customization Tools Dialog windows to see both.

3. In the Customization Tools Dialog window, navigate to the Wizards > Sheet Wizard sheet.

4. Click the New Custom Sheet button.

5. In the Dockable Sheets list, select the available option.

6. Enter the following information:

Field Data
Name JobAsmbl
Text Job Asmbl
Tab Text Job Assembly

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7. Click the > blue arrow to add the sheet to the Custom Sheets list.

8. In the Customization Tools Dialog window, click Save.

9. Use steps 4 through 8 to add two additional custom sheets.

Field Data
Name JobMatl
Text Job Matl
Tab Text Job Material

Field Data
Name JobOper
Text Job Oper
Tab Text Job Operations

10. In the dashboard, in the Job Details pane, view the new sheets.

Add Grids to Sheets

1. In the dashboard, navigate to the Job Assembly sheet.

2. In the Customization Tools Dialog window from the Tools menu, select ToolBox.
The ToolBox window displays.

3. In the ToolBox window, click EpiUltraGrid.

4. Click on the Job Assembly sheet to add the new grid to the sheet.
Resize the box so the grid spans the length and height of the Job Assembly sheet. You may have to move
the Customization Tools Dialog window out of the way so you can add the grid.

5. In the Customization Tools Dialog window, navigate to the Properties sheet.

Verify the object in focus is (C)epiUltraGrid1.

6. In the Appearance group, change the Text field to Job Assembly.

7. Click Save.

8. Navigate to the Job Material sheet.

9. In the Customization Tools Dialog window, from the Tools menu, select ToolBox.

10. In the ToolBox window, click EpiUltraGrid.

11. Click on the Job Material sheet to add the new grid to the sheet.
Resize the box so the grid spans the length and height of the Job Material sheet.

12. In the Customization Tools Dialog window, navigate to the Properties sheet.

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Verify the object in focus is (C)epiUltraGrid2.

13. In the Appearance group, change the Text field to Job Material.

14. Click Save.

15. Navigate to the Job Operations sheet.

16. In the Customization Tools Dialog window, from the Tools menu, select ToolBox.

17. In the ToolBox window, click EpiUltraGrid.

18. Click on the Job Operations sheet to add the new grid to the sheet.
Resize the box so the grid spans the length and height of the Job Operations sheet.

19. In the Customization Tools Dialog window, navigate to the Properties sheet.
Verify the object in focus is (C)epiUltraGrid3.

20. In the Appearance group, change the Text field to Job Operations.

21. Click Save.

22. Exit the Customization Tools Dialog window.

23. In the dashboard, on the Standard toolbar, click Save.

Hide Blank Sheet

1. Navigate to the Job Details sheet.

2. Right-click the sheet name and select Hide.

The Job Details sheet disappears.

3. On the Standard toolbar, click Save.

4. Remain in the dashboard.

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Foreign Key Views

A foreign key is a link to a separate or foreign table that contains logically similar data. Foreign keys allow these
related tables to be linked together to display the desired information. Access these views using customized
sheets, or display them within the dashboard.
This functionality provides a powerful tool that enables the setup of numerous table combinations. You can
create one view and link it to another sub-view, another sub-view linked to that sub-view, and so on. As long as
a logical connection is established between the parent and child columns, you can display the data through a
combination of views.
The Custom Data Dialog option from the Tools menu of the Customization Tools Dialog window allows you to
create and edit custom data views. This customization tool uses foreign keys to link fields in separate but related
tables. Fields that link to foreign key fields in other tables must share the Like property. The Like property defines
which foreign keys can link to the selected field. You can create foreign key views for any query result or data
view that has a field that allows the user to search by its record (GetByID) identifier. You can then create a view
based on this field's value.
Example Order Entry has the PartNum field in the data view, which allows you to create a foreign element
that links the part information to Order Entry.

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Workshop - Create Foreign Key and Sub Table Views

Create a foreign key view and three sub table views to use in the dashboard. The foreign key view establishes
the Job Number from the Job Header as the key field and as the adaptor. Create three sub table views that allow
you to see job assembly, job material, and job operation information as each job is selected in the dashboard.
After you create the views, link the blank grids on your dashboard (created in the previous workshop) to these
views to display the related job information.
If necessary, navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Create Foreign Key View

Create a foreign key view for job number.

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. In the dashboard tree view, right-click the Job Details tracker icon, and select Customize Tracker View.
The Customization Tools Dialog window displays.

3. In the Customization Tools Dialog window, from the Tools menu, select Data Tools.
The Custom Data Dialog window displays.

4. In the Custom Data Dialog window, click the New Custom View button.

5. Enter custom view details.

Field Data
View Name Job
Parent View Name TrackerQueryView
Column Name JobHead.JobNum

6. Click the Add button.

7. To the Foreign Key View Succeeded message, click OK.

8. In the Custom Data Dialog window, click OK.

9. In the Customization Tools Dialog window, click Save.

Add Sub Table for Job Assembly

1. In the Customization Tools Dialog window, from the Tools menu, select Data Tools.
The Custom Data Dialog window displays.

2. In the Custom Data Dialog window, click the New Custom View button.

3. In the View Name field, enter JobAsm.

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4. Enter custom view details.

Field Data
Parent View Name Job
View Type Sub Table View
Sub Table Name JobAsmbl
Parent View Columns JobHead.JobNum
Child View Columns JobNum

5. Under the Parent and Child View fields, click the Add button.

6. At the bottom of the window, click the Add button.

In the Custom Views list, STV:JobAsm displays.

7. In the Custom Data Dialog window, click OK.

8. In the Customization Tools Dialog window, click Save.

Add Sub Table for Job Material

1. In the Customization Tools Dialog window, from the Tools menu, select Data Tools.
The Custom Data Dialog window displays.

2. In the Custom Data Dialog window, click the New Custom View button.

3. In the View Name field, enter JobMatl.

4. Enter the following custom view details:

Field Data
Parent View Name JobAsm
View Type Sub Table View
Sub Table Name JobMtl
Parent View Columns AssemblySeq
Child View Columns AssemblySeq

5. Under the Parent and Child View fields, click the Add button.

6. At the bottom of the window, click the Add button.

In the Custom Views list, STV:JobMatl displays.

7. In the Custom Data Dialog window, click OK.

8. In the Customization Tools Dialog window, click Save.

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Add Sub Table for Job Operation

1. In the Customization Tools Dialog window, from the Tools menu, select Data Tools.
The Custom Data Dialog window displays.

2. In the Custom Data Dialog window, click the New Custom View button.

3. In the View Name field, enter JobOper.

4. Enter the following custom view details.

Field Data
Parent View Name JobAsm
View Type Sub Table View
Sub Table Name JobOper
Parent View Columns AssemblySeq
Child View Columns AssemblySeq

5. Under the Parent and Child View fields, click the Add button.

6. At the bottom of the window, click the Add button.

In the Custom View list, STV:JobOper displays.

7. In the Custom Data Dialog window, click OK.

8. In the Customization Tools Dialog window, click Save.

Link New Views to Blank Grids

1. Move the Customization Tools Dialog window so you can see the Job Assembly grid on the dashboard.

2. Navigate to the Job Assembly sheet and click inside the grid.

3. In the Customization Tools Dialog window, navigate to the Properties sheet.

4. In the EpiControl group, locate the EpiBinding field.

5. In the EpiBinding field, select JobAsm and click Save.

6. Move the Customization Tools Dialog window so you can see the Job Material grid on the dashboard.

7. Navigate to the Job Material sheet and click inside the grid.

8. In the Customization Tools Dialog window, navigate to the Properties sheet.

9. In the EpiControl group, locate the EpiBinding field.

10. In the EpiBinding field, select JobMatl and click Save.

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11. Move the Customization Tools Dialog window so you can see the Job Operations grid on the dashboard.

12. Navigate to the Job Operations sheet and click inside the grid.

13. In the Customization Tools Dialog window, navigate to the Properties sheet.

14. In the EpiControl group, locate the EpiBinding field.

15. In the EpiBinding field, select JobOper and click Save.

16. Exit the Customization Tools Dialog window.

17. In the dashboard, click Save.

Verify Results of New Views

1. Navigate to the Advanced Search sheet.

2. On the Standard toolbar, click the Clear icon.

3. Navigate to the EPIC06-PartBin: Summary sheet.

4. On the Standard toolbar, click the Refresh icon.

5. In the Parts sheet, select the part number DCD-200-ML.

6. Navigate to the Job Details sheet and review the Job Assembly, Job Material, and Job Operations
sheets for several jobs listed in the dashboard.
Note You may need to click the Refresh icon for each sheet to populate the data.

7. Remain in the dashboard.

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Gauge View

Use the Gauge View functionality to create a gauge graphic that updates when selected data changes within
the query it monitors.
This tool allows you to visualize data you monitor so you can act on changes as they occur. There are several
gauge types available, allowing you to select the type that meets your needs.

Workshop - Add a Gauge View to the Dashboard

In this workshop, use the Job Info query as the data source for a gauge view that monitors the production activity
of individual jobs. Use the basic digital gauge type to display the information.

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. In the dashboard tree view, right-click the Job Info query icon, and select New Gauge View.
The Dashboard Gauge Properties window displays.

3. Click the Gauge Type button.

The Open window displays.

4. Select BasicDigital02.xml and click Open.

5. In the MarkerBinding field, select JobHead.ProdQty.

Note This gauge type only displays the data column which defines the marker on the gauge. Different
gauge types may allow you to select the StartValueBinding and EndValueBinding fields.

The StartValueBinding field defines the column from the current query used as the beginning gauge value.
When the gauge evaluates where to place its marker, the StartValueBinding value is evaluated against the
EndValueBinding value.
The EndValueBinding field defines the column from the current query used as the final value on the gauge.
Tip If you want to reuse this gauge view elsewhere, select the Publish View check box. In this
example, do not select this check box.

6. In the Dashboard Gauge Properties window, click OK.

The gauge view displays at the bottom of the screen.

7. In the dashboard, click the zjobhead01 : Gauge sheet and move it up towards the Job Details sheet.

8. When the grey tab displays at the bottom of the box, release the sheet.
The Job Details sheet and the zjobhead01 : Gauge sheet now display at the same level.

9. Navigate to the Advanced Search sheet.

10. On the standard toolbar, click the Clear button.

11. Navigate to the EPIC06-PartBin: Summary sheet.

12. In the Parts grid, select one of the recors for DCD-200-ML.

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13. In the zjobhead01 : Summary grid, select different jobs and view the production quantity value that displays
on the gauge view.
The following image displays the created Gauge View.

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URL View

The URL/XSLT View allows you to display a website using a URL address or an XSLT Style sheet that displays data
on your dashboard.
When you enter a file name that ends in .xslt in the Web Address field, additional fields become available for
you to further define the Style Sheet details.
There are many different uses for a URL/XSLT link:
• Simple URL link to a defined website.
• URL link to website that is published from a query.
• Link to standard web part such as Microsoft Outlook® Inbox, or Calendar.
• Display dashboard data through an XSLT stylesheet.

URL View
To add a URL to the dashboard you simply enter the caption and website address in the Dashboard URL/XSLT
Properties window. You can optionally link to a website that is published from a query on the dashboard using
the Publisher field.

Workshop - Add a URL to the Dashboard

Create a URL view and link the URL to Epicor's website.

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. From the New menu, select New URL/XSLT View.

The Dashboard URL/XSLT Properties window displays.

3. In the Caption field, enter Epicor Website.

4. In the URL/XSLT Address field, verify Epicor's website www.epicor.com displays.

5. In the Dashboard URL/XSLT Properties window, click OK.

View the site Epicor Website sheet at the bottom of the dashboard.

6. Click the Epicor Website sheet and move it up towards the Part and Bin Information sheet.

7. When the grey tab displays at the top of the box, release the sheet.
The Part and Bin Information and Epicor Website sheets now display at the same level.

8. On the Standard toolbar, click Save.

9. Remain in the dashboard.

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Dashboard Report Link and View

The Dashboard Report Link and Dashboard Report View allow you to display a Crystal Report® on your dashboard.
This allows you to view the report with current data, refreshing the report as often as you need. You can also
navigate to different areas within the report, as well as export and print the report.
The New Report View option displays a report directly on your dashboard, while the New Report Link option
displays a report within its own window.
The New Report View option displays a report within a dashboard and you cannot use the System Agent to run
it regularly. Instead, the report updates each time you refresh the data on the dashboard.
Important
Crystal Report Designer must be installed and operational in your environment to use the Dashboard
Report Link and Dashboard Report View functionality.

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Workshop - Add a Report View to the Dashboard

Create a simple report using the Epic06-PartBin query as a data source and add it to the dashboard.

Review Report Options

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. From the Tools menu, select Report Tools > Report Options.
The Report Options window displays.

3. Verify the Crystal Report Executable field displays the path to your Crystal Reports application.
If necessary, contact your system administrator for help.
Tip You can enter this path directly or click the ... (Ellipse) button to navigate to the executable file.

4. Verify the Sample Data Directory field displays the path to the sample data folder on your workstation.
This directory stores sample data (.xml files) generated for the report. After you create the report within
Crystal Reports, use this sample data to test the layout.
Example C:\_BAQReports\SampleData

5. Verify the Local Reports Directory field displays the path to the reports folder on your workstation.
This directory contains your Crystal Reports .rpt files. After you save .rpt files in this location, you can launch
Crystal Reports to create and modify your report.
Example C:\_BAQReports\Reports

6. View the Server Reports Directory field.

This is an informational field you cannot edit. The path which displays in this field is determined by the Epicor
application install process; it displays the location of the .rpt files on your server.
Example \\<server name>\Epicor\Epicor905\Server\reports\CustomReports

Tip Once your report is ready, upload the report to this directory. Other users interested in the report
can download it for display within their custom dashboards.

7. In the Report Options window, click Apply.

Design the Crystal Report

1. From the Tools menu, select Report Tools > Design Crystal Report.
The Sample data saved window displays.
The Epicor application first saves the sample data from the dashboard to an .xml file in the Sample Data
directory.

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2. To the message, click OK.

Crystal Reports automatically launches for you to design the report.

3. When working with Crystal Reports 2008, from the Start a New Report section, select Report wizard.
When working with Crystal Reports XI R2, from the New Reports section, select Standard Report
Wizard.
The Standard Report Creation Wizard window displays.

4. In the Available Data Sources pane, expand the Create New Connection node.

5. Next to the ADO.NET (XML) node, click the + (plus) icon to expand it.
The ADO.NET (XML) window displays.

6. In the File Path field, search for or enter the path to the .xml file using the path defined in the SampleData
directory.
Example C:\_BAQReports\SampleData\XXX-PartBinWorkBench (where XXX are your
initials)

7. In the ADO.NET (XML) window, click Finish.

The NewDataSet node contains the datasets from the dashboard.

8. In the NewDataSet node, select EPIC06-PartBin_Summary.

9. Click the > right blue arrow to move it to the Selected Tables list.

10. In the Standard Report Creation Wizard window, click Next.

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Select Fields for the Report

1. In the Available Fields pane, hold the Ctrl key and select the following fields:

Part.PartDescription
Part.PartNum
Part.BinNum
Part.OnhandQty

2. Click the > right blue arrow to move selected fields to the Fields to Display list.

3. In the Standard Report Creation Wizard window, click Next.

4. In the Available Fields pane, in the Report Fields node, select EPIC06_PartBin_Summary.Part.PartNum.

5. Click the > right blue arrow to move the field to the Group By list.

6. In the Standard Report Creation Wizard window, click Finish.

The report displays.
Note This example demonstrates a very simple Crystal report. With Crystal, you can create a much
more complex report with multiple groupings, subtotals, and charts.

7. In Crystal Reports, from the File menu, select Save As.

The Save As window displays.

8. Navigate to the location you specified for the Local Reports Directory folder.
Example C:\_BAQReports\Reports

9. In the File name field, enter XXX_report.rpt (where XXX are your initials) and click Save.

10. Exit Crystal Reports and navigate back to the dashboard.

Upload Report to the Server

1. From the Tools menu, select Report Tools > Upload Report.
The Upload Report window displays.

2. Navigate to the Reports folder and select the XXX_report.rpt (where XXX are your initials) file you created.
Example C:\_BAQReports\Reports\XXX_report.rpt

3. In the Upload Report window, click Open.

The Upload Report displays the message that the report is successfully uploaded to the server.

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4. To the message, click OK.

Add Report to the Dashboard

1. From the New menu, select New Report View.

The Dashboard Report View Properties window displays.

2. In the Caption field, enter PartBin Summary Report.

3. Next to the Report File field, click the ... (Ellipse) button to navigate to the CustomReports folder.
Example \\<server name>\Epicor\Epicor905\Server\reports\CustomReports

4. In the CustomReports folder, select XXX_report.rpt (where XXX are your initials) and click Open.

5. Select the Generate on Refresh All check box.

This means the report refreshes each time you click the Refresh All icon.

6. In the Dashboard Report View Properties window, click OK.

The report displays as a new sheet at the bottom.

7. Drag the PartBin Summary Report sheet and move it up towards the XXX-PartBinWorkBench (where
XXX are your initials) sheet.

8. When the grey box displays, release the sheet.

The PartBin Summary Report is now on same level as the Part and Bin Information grid and Epicor
Website.

9. On the Standard toolbar, click the Refresh All icon and view the report.
Tip Another option to refresh the report is to right-click in the report area and select Generate
Report.

10. On the Standard toolbar, click Save.

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Workshop - Add a Report Link to the Dashboard

The process for adding a Report Link is the same as for adding a Report View. Add the report you created as a
Report Link and display it within a separate window.

1. Verify the XXX-PartBinWorkbench (where XXX are your initials) dashboard created earlier is open.

2. From the New menu, select New Report Link.

The Dashboard Report Link Properties window displays.

3. In the Caption field, enter PartBin Report Link.

4. Next to the Report File field, click the ... (Ellipse) button to navigate to the CustomReports folder.
Example \\<server name>\Epicor\Epicor905\Server\reports\CustomReports

5. In the CustomReports folder, select XXX_report.rpt (where XXX are your initials) and click Open.

6. In the Dashboard Report Link Properties window, click OK.

Notice that the new Report Link icon displays in the tree view.

7. From the Actions menu, select PartBin Report Link.

The report displays as a new window.

8. Exit the PartBin Report Link window.

9. On the Standard toolbar, click Save.

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Build and Deploy Dashboard

After you design a dashboard, you must build and deploy it so other users can access it. Use the Tools > Deploy
Dashboard option to compile the dashboard definition into a User Interface (UI) finished assembly and then
deploy it to the server.
When the dashboard definition is compiled, deploy it to the Main menu and the Favorites bar so all users can
access it.

Workshop - Build and Deploy the Dashboard

Build and deploy the dashboard as the UI application and make it available to all users.

1. From the Tools menu, select Deploy Dashboard.

The Deploy Dashboard window displays.

2. Click the Test Application button.

The dashboard displays in a new window that users can see once you deploy it.

3. Exit the preview dashboard window.

4. In the Deploy Dashboard window, select the Deploy Smart Client Application, Add Menu Tab and
Add Favorite Item check boxes.

5. Click the Deploy button.

Note Building the dashboard assembly process may take few moments.

6. Once the process is complete and the status pane displays Finished, click OK.

7. In the dashboard, on the Standard toolbar, click Save.

8. Exit the dashboard.

9. On the Main menu, navigate to the Favorites sheet.

10. Click the Dashboard Assemblies group and in the list, verify the XXX-PartBinWorkBench (where XXX
are your initials) dashboard displays.
View the dashboard is also embedded on the Main menu as a new sheet.

11. From the Options menu, select Developer Mode.

Important You must be in the Developer Mode to perform any changes to the Main menu.

12. Click the Menu Groups sheet and navigate to Production Management > Job Management > General
Operations

13. Verify the Menu Items sheet displays the content of the General Operations folder.

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14. Navigate to the Favorites sheet.

15. Right-click the XXX-PartBinWorkBench (where XXX are your initials) dashboard, and drag and drop it to
the contents pane on the right.
The Copy Menu Item window displays.

16. To the message, click OK.

The dashboard is now available to all users.

17. From the Options menu, select Developer Mode.

This disables the Developer Mode.

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Advanced Dashboards Course Updatable Dashboards

Updatable Dashboards

The Updatable Dashboard is an extension to the standard dashboard capabilities. Use the updatable dashboard
functionality to place updatable Business Activity Queries (BAQs) on either a client dashboard or a mobile device
dashboard.
When you configure the dashboard with updatable Business Activity Queries (BAQs), the dashboard behaves like
a standard Epicor form allowing you to review and update data right from the form you create.
Examples of updatable dashboards may include:
• A form consisting of one updatable BAQ which displays Detail and List sheets. Users would use this updatable
dashboard to enter and edit simple records.
• A complex dashboard which contains multiple views, graphs, URL pages and so on. Some of the sheets or
panels on this complex dashboard are updatable.
• A mobile application which is sized appropriately for a specific mobile device. One or more sheets can be
updated, and these sheets are either tabbed or sequentially paged to organize the flow of data entry.
• A simple or complex application which has sheets and panels that support multiple dirty rows. You can then
make a number of changes to a record, like selecting a series of check boxes across different rows, before
you save all of these records to the database.
Throughout the following workshops, you will work with existing updatable BAQs. For more information on the
process of creating updatable BAQs, review Business Activity Queries course.
Note To create updatable BAQs, you must have both the BAQ Advanced User and the BPM Advanced
User priviliges set up in the User Account Maintenance > Security sheet. For more information, contact
your system administrator.

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Workshop - Create Updatable Dashboard

Create a new dashboard using updatable BAQs that will present customers and related contacts. The dashboard
will allow you to select a customer record, and then create new contacts or update existing contacts for the
customer selected.
Navigate to the Dashboard.
Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

Add Customer Query to Dashboard

Create a new dashboard and add the standard system query that displays customer information.

1. From the New menu, select New Dashboard.

2. In the Definition ID field, enter XXX-CustContUpdate (where XXX are your initials).

3. In the Description field, enter Customer Contact Update.

4. Navigate to the Dashboard sheet.

Notice the dashboard is currently blank and you need to add a data source.

5. Navigate back to the General sheet.

6. From the New menu, select New Query.

The Dashboard Query Properties window displays.

7. In the Query ID field, search for and select zCustomer01.

8. Navigate to the Publish sheet.

9. In the Publish Columns section, select the Customer.Company, Customer.Name and Customer.CustNum
check boxes.

10. In the Titlebar Subscriber section, select the Publish to Title check box.

11. In the field above Title caption, select Customer.Name.

12. In the Title caption field, enter Customer: and click OK.

13. Navigate to the Dashboard sheet.

14. On the Standard toolbar, click Refresh and view the grid that displays customer information.

Modify Customer Grid Properties

1. In the tree view, right-click the zCustomer01 grid icon and select Properties.
The Dashboard Grid Properties window displays.

2. In the Caption field, delete the content and enter Customer List.

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3. In the Dashboard Grid Properties window, click OK.

The new caption displays in the tree view and grid header.

Add Updatable Query to Dashboard

1. From the New menu, select New Query.

The Dashboard Query Properties window displays.

2. In the Query ID field, search for and select the EPIC06-UpdateCustContacts query.

3. Navigate to the Filter sheet.

4. Enter the following information:

Field Data
Column Name CustCnt.Company
Condition = (equal sign)
Value zCustomer01- CustomerTrackerQuery: Customer.Company

This condition states the company information must be equal for both queries.

5. Press Enter to add the second condition:

Field Data
Column Name CustCnt.CustNum
Condition = (equal sign)
Value zCustomer01- Customer Tracker Query: Customer.CustNum

This condition matches customer numbers for both queries.

When you select a customer from the Customer List grid, the related contacts for that customer display in
the grid below.

6. In the Dashboard Query Properties window, click OK.

7. On the Standard toolbar, click Save.

Modify Contact Grid Properties

1. In the tree view, right-click the EPIC06-UpdateCustContacts grid icon and select Properties.
The Dashboard Grid Properties window.

2. In the Caption field, delete the content and enter Customer Contacts.

3. Select the Updatable check box.

When you select this check box, in the General sheet, the Prompt check boxes display for each field,
allowing you to select the fields you want to make updatable in the dashboard.

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4. Click the Clear All button.

5. Select the Visible and Prompt check boxes for the following columns:

Field
CustCnt.LastName
CustCnt.FirstName
CustCnt.Name
CustCnt.ContactTitle
CustCnt.EmailAddress
CustCnt.PhoneNum
CustCnt.FaxNum
CustCnt.State
CustCnt.Company
CustCnt.ConNum
CustCnt.CustNum
CustCnt.ShipToNum

6. Navigate to the Updatability sheet.

The Multi Dirty Row and Allow Add New check boxes are settings that you establish in the Business
Activity Query Designer, when you create an updatable BAQ. These fields control whether you can add or
update multiple rows of data at one time. For more information on these fields, review Business Activity
Queries course.
Tip You can define custom Actions, which will become available in the dashboard's Actions menu.
Use the Business Activity Query Designer to define actions and use them with Business Process
Management Method Directives to run a specific method. For more information on Updatable BPM
Directives, review Business Process Management course.

7. Navigate to the Add New Subscribers sheet.

8. Click the Add Line icon.

9. Enter the following information:

Field Data
Add New Subscriber Column CustCnt.State
Publish From Query Customer Tracker Query
Publish Column Customer.State

This example shows how to add a new subscriber, that will default the Contact State from the Customer
State (zCustomer01 query), when you add a new contact record.

10. In the Dashboard Grid Properties window, click OK.

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Add Tracker View for Contact Query

You can use tracker views as an advanced search mechanism, and to create new or update updating existing
records.

1. In the tree view, right-click the EPIC06-UpdateCustContacts query icon an select New Tracker View.
The Dashboard Tracker View Properties window displays.

2. In the Caption field, delete the content and enter Advanced Search.

3. Select the Updatable check box.

4. Click the Clear All button.

5. Select the Visible and Prompt check boxes for the following columns:

Field
CustCnt.LastName
CustCnt.FirstName
CustCnt.Name
CustCnt.ContactTitle
CustCnt.EmailAddress
CustCnt.PhoneNum
CustCnt.FaxNum
CustCnt.State
CustCnt.Company
CustCnt.ConNum
CustCnt.CustNum

6. In the Dashboard Tracker View Properties window, click OK.

7. In the dashboard, drag the Advanced Search sheet up and reposition it to the left of the Customer
Contacts grid.

8. On the Standard toolbar, click Save.

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Test Updatable Dashboard

1. From the Tools menu, select Deploy Dashboard.

2. In the Deploy Dashboard window, click the Test Application button.

The dashboard displays for testing.

3. On the Standard toolbar, click Refresh.

4. In the Customer Tracker Query pane, select the record for Dalton.
The Customer Contacts grid populates with all contacts for this customer.

5. In the Customer Contacts grid, select any record and view the information that displays in the Advanced
Search tracker.

6. In the E-Mail Address field, enter your email address.

7. On the Standard toolbar, click Save.

The next step is to add a new contact record.

8. In the Customer Tracker Query pane, select the record for Clarke.

9. Navigate to the Customer Contacts sheet.

10. On the Standard toolbar, click New.

In the Customer Contacts grid, the new blank row displays.

11. View the State/Prov field displays the state code.

This is a result of the Add New Subscriber functionality that populates the column with the customer state
information.

12. In the Name field, enter your full name.

13. On the Standard toolbar, click Save.

You are created as the new contact with the next following contact number for the customer Clarke.
Remain in the testing dashboard.

Verify the Created Record

1. In the Customer Tracker Query pane, in the Cust. ID column, right-click the record for Clarke and select
Open With > Customer Display.
Customer Display for the customer Clarke displays.

2. Navigate to the Contacts > List sheet and verify the grid displays your name.

3. Exit Customer Display.

4. Exit the testing dashboard.

5. In the Deploy Dashboard window, click Cancel.

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6. In the Customer Contact Update dashboard, on the Standard toolbar, click Save.
Remain in the dashboard.

Add Order Status Query

Add the zSalesOrderStatus query to the dashboard. The query provides data source to a simple chart that displays
summary of all open order values for each customer. You add this chart view as a web part to the SharePoint
site in later workshop.

1. From the New menu, select New Query.

The Dashboard Query Properties window displays.

2. In the Query ID field, search for and select zSalesOrderStatus.

3. In the Dashboard Query Properties window, click OK.

4. In the dashboard, drag the Sales Order Status sheet up and reposition it to the left of the Customer
Tracker Query grid.

5. Notice the Customer Tracker Query and Sales Order Status are on the same level.

6. On the standard toolbar, click the Refresh button to populate the data.

Add Chart View for Order Status Query

1. In the tree view, right-click the zSalesOrderStatus query icon an select New Chart View.
The Dashboard Chart View Properties window displays.

2. In the Chart By (X axis) field, select Customer.CustID.

3. In the Chart On (Y axis) field, select Open Value.

4. In the Dashboard Chart View Properties window, click OK.

5. In the dashboard, drag the Chart View for zSalesOrderStatus sheet and reposition it to the right of the
zSalesOrderStatus: Summary sheet.

6. In the Chart View for zSalesOrderStatus sheet, click the Settings tab.

7. In the Chart Type field, select PyramidChart3D.

8. In the Settings tab, click the Refresh button and view the chart.

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Updatable Dashboards Advanced Dashboards Course

Workshop - Uptake from Excel

The Uptake from Excel functionality allows you to add new records or update existing ones using a Microsoft®
Excel® spreadsheet.
The Uptake from Excel functionality uses an Open XML, which is an XML-based file format developed by Microsoft.
It is the default document format for saving applications in Microsoft® Office® starting with Office 2007.
To perform any data transactions using Uptake from Excel, the Excel spreadsheet needs to be saved in Office
2007 format (*.xlsx).
Important If you use previous versions of Microsoft Office, install the Microsoft Office Open XML
compatibility pack.
http://office.microsoft.com/en-us/products/HA101686761033.aspx

Uptake from Excel supports multithreaded updates. Use this function to specify how many threads to use at a
time to make updates. You can specify up to 10 submission threads.
Example You can take 100 rows to update with a batch size of 20 using 5 threads. This would mean that
the client would use 5 threads to send 20 records at a time to the server. You can also select to update
the entire collections of rows at once.

In the following example, create a spreadsheet that will add new ship-to contact record in the Customer Contact
Update dashboard.

Create a Spreadsheet
The first step in using the Excel Uptake is to create the spreadsheet.

1. In the Customer Contacts Update dashboard, navigate to the Customer List grid.

2. In the grid, select the record for the customer Dalton.

3. Navigate to the Customer Contacts grid.

The grid displays the current contact(s) for the customer Nothern.

4. Select the record for Jim Shipler.

5. Right-click the record and select Copy Selection Include Labels.

Note View other copy options, including Copy To Excel. You can use this option to launch Microsoft
Excel and copy all data from the grid into a spreadsheet. If you apply any Group By settings in the
grid, these will be retained in the spreadsheet. This functionality is available on all grids except in
Dashboard runtime.

6. Launch Microsoft Excel.

7. In the Sheet1, select the A1 column.

8. Right-click and select Paste.

The contact information displays in the spreadsheet.

9. Right below the second row, enter the following information:

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Field Data
Name your full name
E-Mail Address your email address
Contact Num enter the next following contact number (2)
Customer 9
Ship To Plant2

10. In Microsoft Excel, click Save.

The Save As window displays.

11. In the Save as type field, select Excel Workbook (*.xlsx)

12. In the Save in panel, select Desktop.

13. In the File name field, enter XXX-contact (where XXX are your initials) and click Save.

14. Exit Microsoft Excel.

Uptake from Excel

1. In the dashboard, from the Tools menu, select Deploy Dashboard.

2. In the Deploy Dashboard window, click the Test Application button.

The dashboard displays for testing.

3. On the Standard toolbar, click Refresh.

4. In the Customer Tracker Query pane, select the record for Dalton.
The Customer Contacts grid populates with all contacts for this customer.

5. Click in the Customer Contacts grid to activate the Uptake from Excel option.

6. From the Actions menu, select Uptake from Excel.

The Excel Uptake Properties window displays.

7. Click the Browse button.

8. In the Open window, select Desktop.

9. Select the XXX-contact (where XXX are your initials) file you created and click Open.

10. In the Excel Uptake Properties window, select the Skip Header Row check box and click OK.
The Customer Contacts grid populates with the information from the spreadsheet.
Note In the grid, you may see identical rows. This is because you copied the information from the
grid and then pasted it back. As long as these rows contain the same contact and customer numbers,
once you click Save, they will not create separate records in the database.

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11. On the Standard toolbar, click Save.

12. The Uptake from Excel window displays.

13. Click the Start button.

14. Once data is processed, click Close.

Verify the Created Record

1. In the Customer Tracker Query pane, in the Cust. ID column, right-click the record for Dalton and select
Open With > Customer Display.
Customer Display for the customer Dalton displays.

2. Navigate to the Ship To > List sheet.

3. In the List sheet, highlight the record for Plant2.

4. Navigate to the Ship To > Contacts > List sheet.

5. Verify the record you created displays in the grid.

6. Exit Customer Display.

7. Exit the testing dashboard.

8. In the Deploy Dashboard window, click Cancel.

9. In the Customer Contact Update dashboard, on the Standard toolbar, click Save.
Remain in the dashboard.

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Workshop - Use Publish View

Use the publish views functionality to publish views from one dashboard and make them available on another
dashboard. The published view displays in the Available Views panel on any dashboard. This feature gives you a
convenient way to display any view for reuse on another dashboard.

Publish View from Dashboard

1. In the tree view, right-click the Customer List grid icon and select Publish View.
Tip Another way to publish a view is to navigate to the Dashboard Grid Properties window and
select the Publish View check box.

2. From the View menu, select Published Views.

At the bottom of the tree view, the Available Views panel displays the list of all published views within
the Epicor application.

3. In the Available Views panel, verify Customer List displays.

4. On the Standard toolbar, click Save.

5. On the Standard toolbar, click Close All to clear the dashboard.

6. To the warning message, click OK.

7. Remain in the dashboard.

Copy Standard Dashboard

To use the published view functionality and add it to another dashboard, create a copy of a standard application
dashboard.
Note You cannot modify standard application dashboards.

1. In the Definition ID field, search for and select QuoteStatus.

2. To the System Dashboard Warning message, click OK.

The Opportunity/Quote Status Dashboard displays.

3. From the File menu, select Copy Dashboard.

The Copy Dashboard window displays.

4. In the Definition ID field, enter XXX-QuoteStatus (where XXX are your initials)

5. In the Copy Dashboard window, click OK.

6. On the Standard toolbar, click Save.

You can now make changes to the dashboard.

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7. On the Standard toolbar, click Refresh to run the query and populate the dashboard data.
Notice the Available Views panel displays the previously published Customer List view.

Load Published View

1. In the Available Views panel, select Customer List and click the Load Published View icon.
The Customer List displays in the tree view of the current dashboard.
Tip Another way to load the published view is drag and drop the view from the Available Views panel
to the tree view of the dashboard.

The next step is to synchronize the information displayed by both queries using the publish and subscribe
functionality.

2. In the tree view, right-click the zQuoteStatus query icon and select Properties.
The Dashboard Query Properties window displays.

3. Navigate to the Publish sheet.

4. In the Publish Columns section, select QuoteHed.CustNum.

5. In the Dashboard Query Properties window, click OK.

6. In the tree view, right-click the zCustomer01 query icon and select Properties.
The Dashboard Query Properties window displays.

7. In the Dashboard Query Properties window, navigate to the Publish sheet.

8. If necessary, in the Publish Columns section, for the Customer.CustNum column, clear the check box.

9. Navigate to the Filter sheet and select the following information:

Field Data
ColumnName Customer.CustNum
Condition = (equal sign)
Value zQuoteStatus- Opportunity Status: QuoteHed.CustNum

10. In the Dashboard Query Properties window, click OK.

The information from both queries is now synchronized.

11. Navigate to the Open sheet and select quote lines for different customers.
The Customer List grid below displays the information for the selected customer.

12. On the Standard toolbar, click Save.

13. On the Standard toolbar, click Close All to clear the dashboard.

14. To the warning message, click OK and remain in the dashboard.

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Advanced Dashboards Course Mobile Device Dashboards

Mobile Device Dashboards

The Epicor Everywhere Framework™ supports mobile dashboards which are rendered as web applications that
may run on a number of mobile devices including BlackBerry® and iPhone™.
Since the mobile dashboards that support Epicor Mobile Access are built using the dashboard technology and
Updatable BAQ technology, it is simple to create web applications that implement business functionality on
mobile devices.
For a complete list of supported devices, review Application Help or contact your Epicor Customer Account
Manager.

Workshop - Create Mobile Dashboard

Learn how to create and deploy a mobile dashboard.

In this workshop, use the previously created Customer Contact Update dashboard and create its mobile version.
Tip To create a new mobile dashboard from scratch, create a new dashboard definition and on the General
sheet, select the Target Mobile Device check box.

Generate Mobile Dashboard

1. In the Definition ID field, search for and select the XXX-CustContUpdate (where XXX are your initials)
dashboard.
The dashboard displays.

2. From the Tools menu, select Generate Mobile Dashboard.

The Generate Mobile Dashboard window displays.

3. In the New Definition ID field, enter XXX-MobileDashboard (where XXX are your initials).

4. Select the Show in Designer check box and click OK.

The Generate Mobile Dashboard message displays.

5. To the message, click OK.

6. Navigate to the General sheet.

7. In the Description field, enter XXX-Customer Update Dashboard (where XXX are your initials).

8. Navigate to the Mobile sheet.

View the environment similar to a mobile device.

9. Click the Refresh button to populate the data.

10. Use the navigation buttons at the bottom to display the Customer List grid, the Customer Contacts grid,
the Advanced Search tracker and the SalesOrderStatus grid.

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11. Navigate to the General > Mobile Navigation > Flow sheet.
This sheet displays the flow of forms that will display on a mobile device.
Tip If you display more forms on your dashboard, you can use this sheet to set up a desired flow to
better navigate in your dashboard.

12. Navigate to the General > Mobile Navigation > Jumps sheet.
This sheet allows you to set up available jumps between all forms in your dashboard.
Tip If you display more forms on your dashboard, you can set up more complex jump scenarios.

13. On the Standard toolbar, click Save.

Generate Mobile Application

The following steps explain how to deploy the dashboard to a mobile site.

1. From the Tools menu, select Deploy Dashboard.

The Deploy Dashboard window displays.

2. Select the Generate Mobile Application and Available for Mobile Menu check boxes.

3. Click the Deploy button.

The dashboard's metadata is built into the Internet Information Services server in your environment.

4. Once the process is finished, click OK.

5. On the Standard toolbar, click Save.

6. Exit the dashboard.

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View Mobile Dashboard

Important To display a mobile dashboard, Epicor Mobile Access must be installed and operational in your
environment. For more information, contact your system administrator.

The images below display Epicor's Mobile Access on an iPhone® simulator (www.testiphone.com).

1. In the Main Menu, select Mobile Menu.

2. In the Mobile Menu pane, select the XXX-Customer Update Dashboard you created.
The dashboard form displays.

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3. In the Customer List grid, select Addison.

4. Use the navigation buttons to navigate to the Advanced Search form.

The tracker displays the first contact for the customer Addison.
Tip You can also use the combo box to jump to the form directly.

5. Click the Edit button.

Since the mobile dashboard uses the updatable query as the datasource, you can use it to upload your
customer contacts.

6. In the Phone field, enter the phone number of your choice.

7. Click the Save button.

The contact is now updated.
Tip You can also use the New button to create a brand new contact for the customer.

8. Click Log Off and exit the mobile access environment.

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Advanced Dashboards Course Epicor SharePoint Publisher

Epicor SharePoint Publisher

Epicor SharePoint Publisher (ESP) supports the creation of SharePoint web parts that directly link to Epicor 9 BAQs.
Use this functionality to create SharePoint pages, that function as Epicor dashboards, supporting publish and
subscribe between views. ESP supports updatability and links to Performance Canvas for embedded EEPM
functionality. This capability replaces the need to use Epicor Portal and supports all functionality available in the
portal.
Important To use ESP, Microsoft® SharePoint® 2007 or Microsoft® SharePoint® 2010 must be installed
and operational in your environment. To create a link between the Epicor application and Microsoft
SharePoint, use the Epicor 9.05 Utilities Setup window to install the 32 or 64 bit version of Epicor
SharePoint Publisher. For more information, contact your system administrator.

The main ESP features include:

• WinClient identical data render.
• Data updatability supported.
• Connection information and properties set up in Edit mode.
• OrderBy and GroupBy functionality in grids.
• "Open with" functionality (Epicor Web Access must be installed and deployed in your environment ).
• Links between Grid-Tracker-Chart-Gauge.
• Grid View data export using context menu.
• DSP (Epicor Performance Canvas) integration.
• Customizable web part settings.
• Support of URL/XSLT views (the path to an XSLT file must be a hyperlink to public accessible resource).
• Customized Tracker views.
• Single Sign-On for Windows machines in domain.
• Asynchronous Grid/Chart/Gauge update.
• A single click dashboard deployment (autoconnect feature).
• ESP suppports all modern browsers (Microsoft® Internet Explorer®, Safari®, Mozilla Firefox®, Google Chrome™
).
• Web Dasher utility allowing you to manipulate SharePoint pages and web parts.
The following options are available, when adding a Web Part:
• Epicor Publisher Chart View
• Epicor Publisher Gauge View
• Epicor Publisher Grid View
• Epicor Publisher Tracker View
• Epicor Publisher URL/XSLT View
• Epicor Publisher Top Navigator
• Epicor Publisher OLAP Chart
• Epicor Publisher OLAP Grid
• Epicor Publisher OLAP Filter

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Workshop - Create a Dashboard in Microsoft SharePoint

In this workshop, create a dashboard in Microsoft SharePoint site. The dashboard you create displays the grids,
the tracker view and the chart view from the XXX-CustContUpdate dashboard you created earlier.
Web Parts are an integrated set of controls for creating web sites that enable end users to modify the content,
appearance, and behavior of web pages directly from a browser. All dashboard web parts access the Epicor
application server directly; no web services or other intermediate layers are used.
The following graphic shows the dashboard created in Microsoft SharePoint, when it is complete.

Create a New Web Part Page

Navigate to the Microsoft SharePoint web site.
Example http://<server name>/default.aspx

Note The following steps apply to Microsoft SharePoint 2007 environment.

1. Click Site Actions and select Create.

2. Under Web Pages, click Web Part Page.

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3. In the Name field, enter XXX-dashboard (where XXX are your initials).

4. In the Choose a Layout Template box, select Header, Footer, 3 Columns.

5. In the Document Library field, select the document library where you want the Web Part Page to be saved.

6. Click the Create button.

The Web Part Page displays in Edit Mode.

Load the Available Views

In this task, establish the connection to the customer contact update dashboard you created previously. Explore
the available SharePoint web part settings and options. Use the single click dashboard deployment functionality
to load all availabe views at once.

1. In the Header section, click the Add a Web Part button.

The Add Web Parts window displays.

2. From the All Web Parts list, select the Epicor Publisher Grid View check box and click Add.
Epicor Dashboard Grid View displays at the top of the page and it needs to be defined.

3. Click the No dashboard selected, please setup webpart information.

The Epicor DashBoard Grid View properties window displays at the right of the page.
Use this window to set up all necessary controls for the web part.
Note All Web Parts share a common set of properties that control their appearance, layout, and
advanced characteristics.

4. Click the + sign next to the Appearance group to expand it.

Use the Appearance settings to change title name, height, width, and to control the way the web part
displays on the page.

5. In the Title field, delete the content and enter Customer List.

6. Collapse the Appearance group and expand the Layout group.

7. View the following settings:

• Hidden - Specifies whether the Web Part is visible when a user opens the Web Part Page.
• Direction - Specifies the direction of the text in the Web Part content.
• Zone - Specifies the zone on the Web Part Page where the Web Part is located.
• Zone Index - Specifies the position of the Web Part in a zone when the zone contains more than one
Web Part.

8. Collapse the Layout group and expand the Advanced group.

9. View the following settings:

• Allow Minimize - Specifies whether the Web Part can be minimized.
• Allow Close - Specifies whether the Web Part can be removed from the Web Part Page.
• Allow Hide - Specifies whether the Web Part can be hidden.

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• Allow Zone Change - Specifies whether the Web Part can be moved to a different zone.
• Allow Connections - Specifies whether the Web Part can participate in connections with other Web
Parts.
• Allow Editing in Personal View - Specifies whether the Web Part properties can be modified in a
personal view.
• Export Mode - Specifies the level of data that is permitted to be exported for this Web Part.
• Title URL - Specifies the URL of a file containing additional information about the Web Part.
• Description - Specifies the ScreenTip that displays when you rest the mouse pointer on the Web Part
title or Web Part icon.
• Help URL - Specifies the location of a file containing Help information about the Web Part.
• Help Mode - Specifies how a browser will display Help content for a Web Part.
• Catalog Icon Image URL - Specifies the location of a file containing an image to be used as the Web
Part icon in the Web Part List.
• Title Icon Image URL - Specifies the location of a file containing an image to be used in the Web Part
title bar.
• Import Error Message - Specifies a message that displays if there is a problem importing the Web Part.

10. Collapse the Advanced group.

11. In the Epicor Server : Port fields, verify or enter your application server address and a port number.
If necessary, contact your system administrator for help.

12. View the Enable Single Sign-On option.

Single sign-on (SSO) is a property of access control of multiple, related, but independent software systems.
With this property a user logs in once and gains access to all systems without being prompted to log in
again at each of them.

13. In the Epicor Login / Password fields, verify or enter an appropriate credentials used to access the Epicor
application.
When the Single Sign-On is enabled, Epicor Login / Password fields are hidden.

14. Click Apply.

15. In the Current company field, verify or select a company, for example Epicor Education.

16. In the Dashboards to display section, click the Switch Dropdown / Textbox button.

17. From the Dashboards to display list, select XXX-CustContUpdate (where XXX are your initials) dashboard
you created.
Important Notice the available dashboard views display below the selected dashboard. Here, you
have an option to select (load) one or more views to display within the web part you modify. In the
example that follows, load all available views at once and then, arrange them on the SharePoint page
using the drag and drop functionality. This example shows how to deploy a SharePoint quickly, without
having to modify each web part individually.

18. Verify all check boxes next to available views are selected.

19. Click the More settings link.

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20. View the Epicor Web Access address.

This field enables browser-based access to the Epicor application directly from Microsoft SharePoint. Epicor
Web Access functionality allows you to right-click a field and use the "Open With" functionality to access
related web forms.

21. Click OK.

Notice that all available views display within the Header section. You may need to scroll down to view the
entire SharePoint page. In the following task, use the drag and drop functionality to move the views into
the appropriate sections within the page.

Arrange Views Within the SharePoint Page

1. While in the Edit Mode, scroll down to see the three middle sections and the footer section of the page.

2. Click the zSalesOrderStatus: Summary web part box and move it down towards the Footer section.

3. When the red line displays in the Footer section, below the Add a Web Part control, release the mouse.
The view is now a part of the footer section of the SharePoint page.
Tip You may use the graphic found within the Workshop - Create a SharePoint Dashboard topic for
a reference.

4. Use steps 2 - 3 to move the Customer Contacts grid to the Left Column section of the page.

5. Use steps 2 - 3 to move the Advanced Search grid to the Middle Column section of the page.

6. Use steps 2 - 3 to move the Chart View for zSalesOrderStatus grid to the Right Column section of the
page.

7. Once complete, the layout of the page is as follows:

Section View Name

Header Customer List
Left Column Customer Contacts
Middle Column Advanced Search
Right Column Chart View for zSalesOrderStatus
Footer zSalesOrderStatus: Summary

8. In the top - right corner, click Exit Edit Mode to switch to a standard view.

View the ESP Dashboard

1. View the XXX-dashboard (where XXX are your initials) dashboard in Microsoft SharePoint.

2. Notice the following changes must be performed to make the dashboard more user friendly and to correctly
display data:
• The Customer List grid occupies a big portion of the screen and it needs to be shrinked.

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• The zSalesOrderStatus: Summary grid needs to be shrinked and data can be grouped by customer.

Adjust the ESP Dashboard

To change any web part settings, navigate back to the Edit Mode.

1. Click Site Actions and select Edit Page.

The dashboard displays in Edit Mode.

2. In the Customer List box, click Edit and select Modify Shared Web Part.

3. Click the + sign next to the Paging settings group to expand it.

4. Select the Use paged render of grid check box.

Tip In many situations, the paging feature improves performance. This functionality stores result sets,
or pages, in a temporary directory on the server. You define how many records are included in each
page. After the cached pages are stored in this directory, the data request process can then move
through each page instead of processing all of this information at once.

5. In the Records per page field, enter 5.

This value defines how many records are saved together in one page (result set).

6. Click Apply.

7. In the zSalesOrderStatus:Summary box, click Edit and select Modify Shared Web Part.

8. Click the + sign next to the Paging settings group to expand it.

9. Select the Use paged render of grid check box.

10. In the Records per page field, enter 5.

11. Click More settings.

12. In the Group results by field, select Cust. ID.

13. Click Apply.

14. In the Customer List box, click Edit and view Connections > Send Baq DashBoard Data To > Customer
Contacts.
This connection means the Customer List provides the information to the Customer Contacts grid below,
using the publish and subscribe functionality.
Important All relationships between views are properly placed and defined without any extra user
efforts. All these relationships have already been defined in the customer update dashboard created
in the win client.

15. In the Customer Contacts box, click Edit and view Connections > Get Baq DashBoard Data From >
Customer List.

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This is the opposite part of the previous connection where the Customer Contact grid receives data from
the Customer List grid. The publish and subscribe functionality synchronizes data in the Customer Contacts
grid to only display contacts for the customer selected on the Customer List grid.

16. In the Customer Contacts box, click Edit and view Connections > Send Baq Data Row To > Advanced
Search.
This connector displays the individual row selected on the Customer Contacts grid within the Advanced
Search tracker.

17. In the Advanced Search box, click Edit and view Connections > Get Baq Data Row From > Customer
Contacts.
This is the opposite part of the previous connection.

18. Under the Site Actions button, click Exit Edit Mode and view the web dashboard.
Tip If the dashboard is too wide to fit on screen, navigate back to the Edit Mode and use the
Appearance group to modify width of web parts.

Test the ESP Dashboard

Important To use the context menu functionality within this task, Epicor Web Access must be installed
and deployed in your environment.

1. View the information that displays on the SharePoint dashboard.

2. In the Customer List, select Addison.

3. Under the Customer Contacts grid, click the Add Contact button.
The blank row displays at the bottom of the grid.
Note The Get List, Add Contact and Update buttons that display under the Customer Contacts
relate to the "Allow New Records" control selected on the updatable BAQ that provides the data
source. If an updatable BAQ has this control selected, adding new records is enabled within the win
client and SharePoint environment.

4. Notice the State/Prov populates.

Recall this is a result of the Add New Subscriber functionality that populates the column with the customer
state information.

5. Enter the following information:

Field Data
Last Name Enter your last name.
First Name Enter your first name.
Name Enter your full name.
E-Mail Address Enter your email address.
Contact Num 3
Customer 2

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6. Click Save.

7. In the Customer Contact grid, select the record you created and view details in the Epicor DashBoard
Tracker View.

8. In the Customer List grid, in the Cust. ID column, right-click Addison and select Open With Customer
Entry.

9. In the Login window, enter your User ID and the Password, for example, manager/manager.
The Epicor Web Access form for Customer Entry displays.

10. Navigate to the Contacts > List sheet and view the record you created.

11. Exit Customer Entry web form.

12. Exit Microsoft SharePoint.

Use the Web Dasher Utility

The Web Dasher utility allows you to manipulate SharePoint Web Parts. Use this tool to retarget Web Parts to a
different server, port, change user credentials and so on.
This tool is a part of the Epicor SharePoint Publisher installation.

1. From the Start menu, select All Programs > Epicor Software >Epicor Administrative Tools > Web
Dasher.
The Web Dasher window displays.

2. In the Sharepoint field, enter your Microsoft SharePoint web site address.
Example http://<yourservername>:<your port number>

3. Click the Connect button to establish the connection to a server.

4. On the left side of the screen, view the Tree View that displays all available pages with Epicor Publisher web
parts.

5. In the Tree View, select pages and/or web parts you wish to modify.

6. Use the following fields to change settings:

• App Server - Use this field to modify an application server name.
• App Port - Use this field to modify a port number.
• Company - Use this field to change a target company within you Epicor application.
• Login / Password - Use these fields to modify credentials used to access the Epicor application.
• EWA - Use this field to modify an Epicor Web Access address.

7. Click the Change settings button.

Note To apply changes, make sure the check box next to a field you wish to modify is selected. If
the check box next to a field is clear, settings for this field will not be changed.

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Tip The following demonstrates a typical example of using a Web Dasher utility.
Epicor consultant first creates a set of SharePoint web pages that expose Epicor dashboards using a
local installation. Then, a backup of SharePoint site(s) is created using the stsadm.exe command line
utility or PowerShell extensions.

Example
• stsadm -o backup -url <URL of the site collection> -filename <Name of the backup file>
• stsadm -o restore -url <URL of the site collection> -filename <Name of the backup file>
For more information on backup procedures, view the available Microsoft SharePoint documentation.

Afterwards, Epicor consultant restores SharePoint sites on customer's site. The Web Dasher utility is then
used to redirect Web parts to the customer's Epicor installation, to apply customer's security settings and
so on.

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BAQ Zones Advanced Dashboards Course

BAQ Zones

A BAQ (Business Activity Query) zone is an embedded query you can link to a specific field on a program interface.
When you activate a BAQ zone, it displays as a linked tool tip window. The data that populates this window
depends on both the business activity query and current value, if any, within the linked field.
You create and modify business activity queries within the Business Activity Query Designer. Use this custom
query tool to select and join tables. You then define what columns from the selected tables display in the results.
Through this functionality, you can also create calculated fields that run an expression against the query results
to return unique values. These custom queries display the data you want; you can then link these queries as BAQ
zones.
After you create or modify the BAQ you will use for the BAQ zone, you then link the BAQ to a specific field by
either using Extended Property Maintenance, Context Menu Maintenance or embedding the BAQ zone in
a customization. When a BAQ zone is linked to a field, a zone indicator displays on a program interface during
Rune Mode. These zone indicators display as arrow buttons next to the field.

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Conclusion

Congratulations! You have completed the Advanced 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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 Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.