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Contents
Contents
Build an Executive Dashboard Course..................................................................................6
Before You Begin....................................................................................................................7
Audience.........................................................................................................................................................7
Prerequisites....................................................................................................................................................7
Environment Setup..........................................................................................................................................8
Overview.................................................................................................................................9
ShopVision Overview.....................................................................................................................................10
Contents
Contents
Define the Publish and Filter Parameters for the Dimension Query....................................................41
Adjust the Dimension Detail Grid.....................................................................................................41
Adjust the First Data Grid................................................................................................................42
Adjust the Second Data Grid...........................................................................................................43
Define the Publish Parameters for the Dimension Details Query........................................................43
Define the Subscribe and Filter Parameters for the Data Query.........................................................44
Insert a Graph Chart View...............................................................................................................44
Insert a 3D Chart View....................................................................................................................45
Create a Multi-Pane Executive Dashboard View...............................................................................46
Build and Deploy the Executive Dashboard.....................................................................................................47
Workshop - Build and Deploy the Executive Dashboard...........................................................................47
Workshop - Disable the Recurring Schedule............................................................................................48
Conclusion.............................................................................................................................49
Audience
Specific audiences will benefit from this course.
Business Analysts
System Administrator
IT/Technical Staff
Prerequisites
To complete the workshops in this course, the 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 EpicorCAM@epicor.com. 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 available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
Introduction to the Dashboard Course - This course provides an introduction to the dashboard - a
personalized information and a command center.
Advanced Dashboard Course - This course shows you how to display information through a variety of
Dashboard views using advanced techniques.
Business Activity Queries Course - This course introduces the Business Activity Query (BAQ) Designer data
extraction tool. It discusses data location concepts and provides an overview of query building techniques
using the Query Builder, the Criteria Wizard, and the Calculated Field Wizard.
Database Concepts Course - This course reviews the table and field name identification process using Field
Help, Customization Tools, and the Data Dictionary Viewer functionality. It also describes table linking
procedures and requirements as well as join type definitions and specifications.
Non-course Prerequisites:
Exposure to other database query programs.
Fundamental knowledge of relational database concepts such as table relationships, records, and field
types.
Understanding of the functionality of the current release of the Epicor application.
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.
Overview
Overview
The functionality behind the Executive Dashboard employs an Executive Query to analyze a linked Business Activity
Query (BAQ) and dimensionally summarize its data. Executive Queries are tied to process sets, which return the
data as defined by the underlying BAQ when executed. This returned dataset creates an informational bucket
called a cube. This cube is the foundation for creating data groups that are summarized and published using the
Executive Dashboard.
Executive Dashboard Flow
The following diagram outlines this process and shows the three dimensions, or tables, that result in the database,
and eventually generate the data displayed on the Executive Dashboard. These are the cube (SysCub), the definition
(SysDef), and the dimension (SysDim) tables.
A - A Business Activity Query (BAQ) pulls specific data from the database based on the table and field criteria
on the BAQ.
B - The BAQ passes the table and field criteria to the Executive Query.
C - The Executive Query aggregates the dimension data defined through field mapping and saves the results
to the database into the cube (SysCub), the definition (SysDef), and the dimension (SysDim) tables.
SysCub - This table contains the primary data record created by the Executive Query. It stores the dimension
pair and all the fields, as defined through the field mapping, that the Executive Query aggregates.
SysDef - This table stores all the SysCubeID values. It also contains identifier creation dates.
SysDim - This table contains the unique list of the BAQ data dimension fields mapped within the Executive
Query. Both the Dimension 1 and Dimension 2 data field values are stored within this table, so you must
use a filter to select the appropriate dimension list. These are the values that display in the Dimension ID
panel within the Executive Dashboard. This is the unique list of the mapped fields such as Country, Product
Group, Customer and so on. Specific data such as Mexico, Fabricated, and Dalton is not contained in this
table.
D - The dimension results are then queried using another BAQ.
E - The BAQs are added to a dashboard and the Executive Queries populate the data that displays on the
Executive Dashboard.
Overview
ShopVision Overview
Use the ShopVision module to display strategic data required for critical short-term and long-term decision
making. The data displays in a dynamic graphic tool that allows you to sort, group, and view data in a variety of
graphic formats such as a pie chart, bar chart, or line chart.
The following is the list of available ShopVision dashboards along with suggested refresh intervals:
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Dashboard
Description
Suggested
Refresh
Cash Flow
Displays the weekly cash flow of a selected book. You can this
Once a day
tracker to analyze where cash is moving; it divides the cash data
into different buckets like Open AR, Available Cash, Open Orders,
and so on.
Customer Shipping
Performance
Site Performance
Once a day
Supplier Performance
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The Dimension Detail panel displays the data contained in the aggregated field that is currently selected
within the Dimension ID panel. This list displays the unique records contained within the selected Dimension
ID.
5. View summary grids.
The Weekly Backlog by Dimension Detail and Daily Backlog by Dimension Detail grids display the
data pulled in through the Executive Query. The fields you select for display through the Executive Querys
field mapping sheet are shown on this grid.
6. View the chart and the graph.
The Dimension Detail Backlog - Chart View and the 3D Chart-Dimension Detail Backlog Breakout
are graphical visualizations of data generated by the dimension pair.
7. Exit ShopVision Sales Order Backlog Analysis.
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BAQ Against Data Details - This is the base BAQ used to pull the data from the database. The related
Executive Query aggregates the data details.
2.
BAQ Against Data Dimensions - Run this BAQ to define the dimensions that are used against the data,
like Country, Salesperson, and so on. The related Executive Query aggregates the data dimensions.
3.
Dimension BAQ - This BAQ is used to pull the dimension data from the first Executive Query.
4.
Dimension Details BAQ - This BAQ defines the dimension options you can select from the Executive
Dashboard.
5.
Data BAQ - This BAQ is used to pull the data from the first Executive Query. It locates the SysCube data
that displays on the Executive Dashboard.
You can use the Business Activity Query to both update existing BAQs and to create custom BAQs. These queries
are the building blocks for your custom Executive Dashboard.
14
Create Schedules
Use System Agent Maintenance to establish recurring schedules and control all automatic transactions that
occur throughout the Epicor application. Create schedules that occur during specific intervals, such as seconds,
minutes, days, weeks, and months, as well as define the first run date and time for the schedule.
Once you define schedules, you can link tasks such as processes, reports, and Executive Queries to these schedules.
When the system clock activates a schedule, all the tasks assigned within this schedule run.
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1. Click New.
2. In the Process Set ID field, enter XXX-OrderBackLog (where XXX are your initials).
3. In the Description field, enter XXX-Sales Order Backlog Status (where XXX are your initials).
4. Click Save.
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Notice that the Process Set Tasks grid is currently blank, as no tasks have been added to it. You will add
tasks in later workshops, as well as attach this process set to a schedule.
5. Exit Process Set Maintenance.
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General
Use the General sheet to create your query. You define the querys identifier and description here. You also
indicate whether or not this query should be made available to the entire company.
Query Builder
Use the Query Builder sheets to design a Business Activity Query.
The Phrase Build sheet is where you select the tables and fields you wish to include in the query. Use this sheet
to set up everything from basic queries with a single table to complex joins between multiple tables.
Five sheets are available at the bottom of the Phrase Build sheet. Use these sheets to indicate how tables are
linked together, define the relation between the tables, and specify the selection criteria for the query.
The Display Fields sheets define which columns display and in what order they display in the query. It You can
also create and display a special calculated field you need within the current business activity query and indicate
if you want to sort BAQ results through any combination of columns.
The SubQuery Options sheet is where define subquery properties. When you construct a BAQ, use this sheet
control what data displays in the SQL output by selecting an appropriate subquery type. You also have the ability
to control the SQL results set. For example, you can construct an SQL text to only display top 50% of rows from
the retrieved results set.
The SubQuery List sheet displays the read-only information of all subqueries created within the BAQ. All
subqueries are ordered by the sequence number. Using this sheet, you can change the order of subqueries to
define how partial query texts are concatenated in the final SQL statement.
Update
Besides using BAQs to display custom views of data, you can also create updatable business activity queries.
These updatable queries have business object methods connected to them, so users can create and edit records
- updating the database through the query itself.
Important Before you can create updatable BAQs, you must have both BAQ Advanced User and BPM
Advanced User rights. Because updatable BAQs require business process management (BPM) methods
to run, you need access to these rights as well. You activate both advanced BAQ and BPM rights within
User Account Maintenance.
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Furthermore, in order to use BPM Update Processing via UpdateExt and Advanced BPM Processing (design,
import/export and copy), the BusinessProcessManagement module must be licensed in your Epicor ERP
installation. The BPM license is not required for database updates through Epicor Service Connect workflows.
You create updatable BAQs in a similar way to display only BAQs by adding tables, filter criteria, display columns,
and so on. You have some extra steps, however, as you need to define which table contains the updatable fields
and also make sure the business object methods are correctly linked to the updatable fields.
Just like a read-only BAQ, you can link as many tables in relationships as you need. Multiple tables accessed by
each BAQ can be updatable, however, so you can construct updatable BAQs that contain as many updatable
fields as you need. The one limitation is that only one business object involved in each process can contain an
updatable BAQ, but because multiple updatable table combinations are possible , you should be able to create
an updatable BAQ that matches your needs.
You can place updatable BAQs on smart client dashboards. After you add these dashboards to the Main Menu,
they become custom data entry programs users can launch to both review current data and make any updates
they need. Optionally, you can also use updatable BAQs on mobile device dashboards. Once you create a mobile
dashboard that contains an updatable BAQ, users run this custom entry program on an iPhone, Blackberry, or
other supported mobile device. Users enter data through the mobile device, directly updating the database
wherever they may be. In order to build mobile device dashboards, you must purchase a mobile device dashboard
license from Epicor.
To complete this functionality, you can monitor the data users enter by creating Business Process Management
(BPM) directives. As users enter data through an updatable BAQ, you can set up Updatable BAQ methods that
validate whether the data being entered is correct, send email alerts, or cause other processes to run.
Analyze
Use the Analyze sheet to both analyze and test your query for any possible problems before you use it in the
live application.
Run the data controls on this sheet to verify that the data results you need populate on this grid. If you are not
seeing the results you want, you can return to the Query Builder sheets to modify the query and then test the
results again.
Additionally, the Analyze sheet contains the functionality you use to verify and updatable BAQ can pull in (get)
data, update records, and add new records. You can also use this sheet to test a custom Business Process
Management (BPM) method against the updatable BAQ. After you verify the updatable BAQ can perform all of
the functions successfully, you are ready to place it on smart client and mobile device dashboards. Users can then
enter and update the data they need through this query.
Important BAQ Designer allows testing update operation on records belonging to current company only.
Where Used
Use the Where Used sheets to review all the items that use the current query. The information on these sheets
helps you decide if you should re-design the current query, delete the query, or create a new query.
The information on these sheets helps you decide if you should modify the current query or create a new query.
Be careful if you decide to modify the query, for any changes impact other applications that use this query
If you attempt to delete a query that is in use, a warning message displays verifying whether you want to continue
deleting the query. Typically you should not delete any query in use unless the BAQ is obsolete or no longer
needed. After you delete the query, you should then remove or update the dashboard, BAQ report, or other
items that previously used it.
19
Tip If several user dashboards use the current query, you should not change it, but rather create a new
shared query that contains the changes you need. Other users can then decide if they want to use your
new query in their dashboards, reports, and other items.
BAQ Search
Use the BAQ Search sheet to select data in your query that you want to make available to users searching for
related data.
20
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The important fields and sections found within the Selection sheet are as follows:
Base Cube Query
The Cube ID identifies the purpose of the Executive Query and is the first thing you should identify. This value
is used to identify the Task of a query within a process set. You also use the BAQ ID to find and select the source
BAQ to which you attach this Executive Query.
Delete Action
You must define the Delete Action method for each Executive Query. The query uses this method to refresh its
data each time it is activated by the process set:
22
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Note Executive Queries can summarize, or aggregate logical data combinations, but they cannot create
averages. Because of this, the query results represent a sum of the values between the dimension pair. For
example, you can aggregate a character column against a date or numerical column. Selecting two similar
character values can cause blank query results.
Limitations
Important limitations on Executive Queries include the following:
You can only analyze and store two dimensions with each Executive Query. You define these dimensions on
the Field Mapping sheet. You can use any field from the selected BAQ as a dimension.
Formulas do not evaluate through Executive Queries. However, any formulas you define for the selected BAQ
or report query are always evaluated.
The Executive Query only aggregates data to calculate summaries by totaling numeric values and counting
character BAQ columns. It cannot calculate averages.
You can map only one BAQ column to a specific data value field. You cannot merge field columns through
an Executive Query.
You can display only the data of the current company through the Executive Query. If you need to consolidate
data between multiple companies, you must run the specific BAQ report.
You cannot synchronize Executive Query processes between multiple companies. You must schedule these
processes within the company.
24
Tip Recall this option displays completely new data when you refresh the information.
3. In the User Description field, enter XXX Sales Order Backlog Status (where XXX are your initials).
4. Remain in Cube Maintenance.
If you are taking this courseas an embedded course launched from your Epicor ERP application, you can map
the fields using a Microsoft Excel spreadsheet.
If you are using the pdf version of the course, skip to the next task Map the Query Fields Manually.
Important The following lists the key features and rules of Field Mapping:
Field Mapping is the data groupings term.
The Dimension 1 and 2 are paired up to match one set of field mapping.
You can use four controls for the field mapping selection:
Control
Description
Dimension
The Dimension 1 value is the first required definition used to measure the BAQ
data.
The Dimension 2 is an optional value. This dimension can be a Date field.
Decimal
All the fields from the selected BAQ appear on this list, so typically you select fields
that display decimal values. You can display up to 10 decimal values.
Integer
Use integers to display numeric fields that do not use decimals in the executive
query. All the fields from the selected BAQ appear on this list, so typically you select
fields that display integer values, or the results may not be what you want. You
can display up to five integer values.
Character
Use characters to display alphanumeric values you want to display within the
executive query. You can display up to 10 character values. Character fields do not
aggregate, but if you use a field that contains the same information on all records
for the dimension pair, it can be useful for the executive query to pull in these
results, too.
25
3. Within the spreadsheet, highlight rows 1 - 23, right-click, and select Copy.
4. On the Mapping List sheet, right-click anywhere in the blank grid and select Paste Insert.
Notice that the data loads into the grid. Field mapping of your first Executive Query is complete.
5. Close the Microsoft Excel spreadsheet.
6. Review the Mapping List grid.
Example
7. Skip the next task Map the Query Fields Manually and continue with the following task Submit and
Save the Executive Query.
26
Important Remember to click Save after you define each mapping set.
Mapping Dimension 1
Set
Dimension 1 Text
Dimension 2
Dimension 2 Text
Customer_Name
Customer_Name
OrderRel_NeedByDate
OrderRel_NeedByDate
CustGrup_GroupDesc
CustGrup_GroupDesc
OrderRel_NeedByDate
OrderRel_NeedByDate
Plant_Name
Plant_Name
OrderRel_NeedByDate
OrderRel_NeedByDate
Project_Description
Project_Description
OrderRel_NeedByDate
OrderRel_NeedByDate
ProdGrup_Description
ProdGrup_Description
OrderRel_NeedByDate
OrderRel_NeedByDate
OrderRel_NeedByDate
SalesTer_RegionCode
SalesTer_RegionCode
OrderRel_NeedByDate
OrderRel_NeedByDate
SalesTer_TerritoryDesc
SalesTer_TerritoryDesc
OrderRel_NeedByDate
OrderRel_NeedByDate
10
ShipTo_Country
ShipTo_Country
OrderRel_NeedByDate
OrderRel_NeedByDate
11
ShipTo_State
ShipTo_State
OrderRel_NeedByDate
OrderRel_NeedByDate
12
Customer_CustID
Customer_CustID
Calculated_NeedByDateWeek Calculated_NeedByDateWe
13
Customer_Name
Customer_Name
Calculated_NeedByDateWeek Calculated_NeedByDateWe
14
CustGrup_GroupDesc
CustGrup_GroupDesc
Calculated_NeedByDateWeek Calculated_NeedByDateWe
15
Plant_Name
Plant_Name
Calculated_NeedByDateWeek Calculated_NeedByDateWe
16
Project_Description
Project_Description
Calculated_NeedByDateWeek Calculated_NeedByDateWe
17
ProdGrup_Description
ProdGrup_Description
Calculated_NeedByDateWeek Calculated_NeedByDateWe
18
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SalesTer_RegionCode
SalesTer_RegionCode
Calculated_NeedByDateWeek Calculated_NeedByDateWe
20
SalesTer_TerritoryDesc
SalesTer_TerritoryDesc
Calculated_NeedByDateWeek Calculated_NeedByDateWe
21
ShipTo_Country
ShipTo_Country
Calculated_NeedByDateWeek Calculated_NeedByDateWe
22
ShipTo_State
ShipTo_State
Calculated_NeedByDateWeek Calculated_NeedByDateWe
23
Project.Description
Project.Description
OrderDtl_ProdCode
OrderDtl_ProdCode
13. Navigate to the Mapping > Mapping List sheet and review your mappings.
27
4. Click OK.
5. Exit Executive Query.
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1. In the Query ID field, search for and select zMfgCubeBLogDimCube and click OK.
2. From the Actions menu, select Copy Query.
The Copy Query window displays.
3. In the Query ID field, enter XXX-OrdBLogDim1 (where XXX are your initials).
4. In the Description field, enter XXX Order Backlog Dimension One (where XXX are your initials) and click
OK.
5. Select the Shared check box.
6. Click Save.
29
Important Recall this is the Cube ID of the first Executive Query you created.
Label
MfgCube_Company
Company
MfgCube_CubeID
Cube ID
MfgCube_Dimension1
Dimension 1
MfgCube_Dimension1ID
Dimension 1 ID
Calculated_GroupDetail
Group
MfgCube_ShortChar01
ShortChar01
MfgCube_ShortChar02
ShortChar02
Calculated_PerfEntity
PerfEntity
Calculated_GroupDtl1
GroupDtl1
Calculated_Dim1Descr
Dim1Descr
Calculated_DimDtl
DimDtl
Calculated_DimDescription
DimDescription
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Data
Dimension 1
Calculated_DimDtl
Dimension 1 Text
Calculated_DimDtl
Dimension 2
Calculated_DimDescription
31
Field
Data
Dimension 2 Text
Calculated_DimDescription
Character 1
MfgCube_Company
Character 2
MfgCube_CubeID
Character 3
MfgCube_ShortChar01
Character 4
MfgCube_ShortChar02
Character 9
MfgCube_Dimension1
Character 10
Calculated_Dim1Descr
4. Click Save.
5. On the Standard toolbar, click Submit.
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Label
MfgCubeDim_DimensionID
Dimension ID
MfgCubeDim_CreatedBy
Created By
MfgCubeDim_CreatedDate
CreatedOn
MfgCubeDim_CubeID
Cube ID
MfgCubeDim_DimNum
Dimension Number
MfgCubeDim_Company
Company
Calculated_Dimension1
Load Group
Calculated_DimID_Format15
DimID
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Full Name
Label
MfgCube_Company
Company
MfgCube_CubeID
Cube ID
MfgCube_Dimension1
Dimension 1
MfgCube_Dimension1ID
Dimension 1 ID
Calculated_GroupDetail
Group
MfgCube_ShortChar01
ShortChar01
MfgCube_ShortChar02
ShortChar02
MfgCube_ShortChar09
Dimension Description
MfgCube_ShortChar10
Dimension Detail
36
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Label
MfgCube_Company
Company
MfgCube_CubeID
Cube ID
MfgCube_Dimension1
Dimension 1
MfgCube_Dimension1ID
Dimension 1 ID
MfgCube_Dimension2
Dimension 2
MfgCube_Dimension2Date
Dimension 2 Date
MfgCube_Dimension2ID
Dimension 2 ID
MfgCube_ValueInt01
Release Count
Calculated_DateBucket
Date Bucket
Calculated_OpenValue
Open Qty
Calculated_OpenQty
Open Value
38
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1. In the tree view, right-click the XXX-OrdBLogData: XXX Backlog Data Cube Query (where XXX are your
initials) and select New Grid View.
The Dashboard Grid Properties window displays.
2. In the Dashboard Grid Properties window, click OK.
At the bottom of the dashboard, notice the two identical grids display.
40
2. In the Caption field, delete the content and enter Dimension ID.
3. Click the Clear All button.
4. In the Display Columns list, select MfgCubeDim_DimensionID.
This grid displays a single column.
5. Click OK.
At the top of the Executive Dashboard, view the Dimension ID grid.
Define the Publish and Filter Parameters for the Dimension Query
To make this Executive Dashboard act like the model ShopVision Sales Backlog Analysis Executive Dashboard,
you must define what is being published and subscribed to on the dashboard through each query, and filter the
grid data.
1. In the tree view, right-click the XXX-OrdBLogDimension: XXX Backlog Dimension Cube Query (where
XXX are your initials) query and select Properties.
The Dashboard Query Properties window displays.
2. In the Caption field, delete the existing content and enter Dimension.
3. Navigate to the Publish sheet.
4. In the Publish Columns section, select MfgCubeDim.DimensionID and Calculated_DimID_Format15.
DimID_Format15 is a calculated field that gets the first fifteen characters from the SysCubeDim.DimensionID
field.
5. Select the Publish to Title check box.
This check box indicates that the title of the query displays specific information from a selected column.
6. In the field under the Publish to Title check box, select MfgCubeDim_DimensionID.
7. In the Title caption field, enter DimID.
8. Navigate to the Filter sheet.
9. In the ColumnName field, select MfgCubeDim_CubeID.
10. In the Condition field, select =.
11. In the Value field, enter XXXCubeBackLogOrders (where XXX are your initials).
This is the first Cube ID you created.
12. Click OK to exit the Dashboard Query Properties window.
41
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Define the Subscribe and Filter Parameters for the Data Query
1. In the tree view, right-click the XXX-OrdBLogData: XXX Backlog Data Cube Query (where XXX are your
initials) and select Properties.
The Dashboard Query Properties window displays.
2. In the Caption field, delete the content and enter Sales Backlog Cube Data.
3. Navigate to the Filter sheet.
4. In the ColumnName field, select MfgCube_Dimension1ID.
5. In the Condition field, select =.
6. In the Value field, select XXX-OrdBLogDimension- Dimension: MfgCubeDim_DimensionID (where
XXX are your initials).
This field is published from the Dimension query.
7. Click OK to exit the Dashboard Query Properties window.
8. On the Standard toolbar, click Save.
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1. In the tree view, right-click the XXX-OrdBLogData: Sales Backlog Cube Data (where XXX are your initials)
query and select New Chart View.
The Dashboard Chart View Properties window displays.
2. In the Caption field, delete the content and enter Dimension Detail Backlog.
3. In the Chart By: (X-axis) field, select MfgCube_Dimension2Date.
4. In the Chart On: (Y-axis) section, select Calculated_OpenQty and Calculated_OpenValue.
5. In the Group By: (Z-axis) section, select MfgCube_Dimension1.
6. Navigate to the Filter sheet.
7. In the ColumnName field, select Calculated_DateBucket.
8. In the Condition field, select =.
9. In the Value field, enter Daily and press Tab.
You can now add a second condition.
10. In the ColumnName field, select MfgCube_Dimension1.
11. In the Condition field, select =.
12. In the Value field, select XXX-OrdBLogDimDtls- Sales Backlog Dimension Details:
MfgCube_ShortChar10 (where XXX are your initials).
This field is published from the Dimension Details query. This Chart View displays daily information based
on data selected in the Dimension Details query.
13. Click OK.
At the bottom of the Dashboard, the Dimension Detail Backlog Chart View displays.
14. On the left side of the Chart View, click Settings.
If necessary, scroll down to see the entire Settings pane, or move the Dimension Detail Backlog Chart View
upward in the Dashboard. You can also adjust the size of other grids to see the Chart View properly.
15. In the Chart Type field, select LineChart.
16. In the Settings pane, click the Refresh icon.
17. On the Standard toolbar, click Save.
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2. In the Caption field, delete the content and enter Dimension Detail Backlog Breakout.
3. In the Chart By: (X-axis) field, select MfgCube_Dimension1.
4. In the Chart On: (Y-axis) section, select Calculated_OpenValue.
5. Navigate to the Filter sheet.
6. In the ColumnName field, select Calculated_DateBucket.
7. In the Condition field, select =.
8. In the Value field, enter Daily.
9. Click OK.
10. On the left side of the Dimension Detail Backlog Breakout Chart View, click Settings.
11. In the Chart Type field, select PieChart3D.
12. In the Settings pane, click the Refresh icon.
13. On the Standard toolbar, click Save.
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9. Position the Dimension Detail Backlog Breakout Chart View to display on the same panel as the
Dimension Detail Backlog Chart View.
These two Chart Views now display next to each other on the same panel.
10. From the Tools menu, select Layouts > Save Layouts As Default.
11. On the Standard toolbar, click Save.
12. On the Standard toolbar, click Refresh All.
13. Verify the dashboard functionality. Select items in Dimension grids and view the data on the other grids and
charts.
You can compare the layout to the ShopVision Sales Order Backlog Analysis Dashboard.
Menu Path: Executive Analysis > ShopVision > Sales Backlog Analysis
14. Remain in the Dashboard.
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Conclusion
Conclusion
Congratulations! You have completed the Build an Executive Dashboard course.
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