Epicor 9 Build an Executive Dashboard Course

9.05.601

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This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2010. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

ED829905 90521-905-9219-583601 9.05.601 Revision: August 31, 2010

TOC | 3

Contents
Build an Executive Dashboard Course..................................................................................6 Before You Begin....................................................................................................................7
Audience.........................................................................................................................................................7 Prerequisites....................................................................................................................................................7 Environment Setup..........................................................................................................................................8

Overview.................................................................................................................................9
ShopVision Overview.....................................................................................................................................10

Executive Dashboard Layout...............................................................................................11
Sales Order Backlog Analysis..........................................................................................................................11 View the Tracker.....................................................................................................................................11 Schedule the Process Set................................................................................................................................12 Workshop - Schedule a Process Set................................................................................................................13 Workshop - Review the Executive Dashboard Layout......................................................................................14

BAQ and Executive Query Setup.........................................................................................15
Create Schedules...........................................................................................................................................15 Detail......................................................................................................................................................15 Schedules...............................................................................................................................................16 Workshop - Create Schedules.................................................................................................................17 Create a New Schedule...................................................................................................................17 Choose a Schedule Type..................................................................................................................17 Define the Run Dates and Run Times...............................................................................................17 Establish a Process Set....................................................................................................................................18 Workshop - Establish a Process Set.........................................................................................................19 Schedule the Process Set................................................................................................................................19 Workshop - Schedule the Process Set......................................................................................................20 Define the Source Business Activity Query......................................................................................................20 General..................................................................................................................................................20 Phrase Build............................................................................................................................................20 Diagram View..................................................................................................................................21 Tree View........................................................................................................................................21 Additional Tabs...............................................................................................................................22 Display....................................................................................................................................................22 Column Select.................................................................................................................................22 Sort Order.......................................................................................................................................22 Analyze Sheet.........................................................................................................................................22 Where Used............................................................................................................................................22 Workshop - Define the Source BAQ........................................................................................................23 Copy an Existing BAQ......................................................................................................................23 Analyze and Test the BAQ...............................................................................................................23 Formulate the Executive Query Against the Source BAQ.................................................................................24

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4 | Build an Executive Dashboard Course Field Mapping Sheet...............................................................................................................................25 Save to Process Set.................................................................................................................................25 Limitations..............................................................................................................................................25 Workshop - Formulate the Executive Query Against the Source BAQ.......................................................27 Create the Base Cube Query............................................................................................................27 Schedule and Name the Query........................................................................................................27 Map the Query Fields Using Microsoft® Excel® ...............................................................................27 Map the Query Fields Manually........................................................................................................28 Submit and Save the Executive Query..............................................................................................29 Verify the Process Set......................................................................................................................29 Build the BAQ and Executive Query Against Data Dimensions.........................................................................30 Workshop - Build the BAQ Against Data Dimensions..............................................................................31 Copy an Existing BAQ......................................................................................................................31 View the Included Tables.................................................................................................................31 Verify the Query Phrase...................................................................................................................31 Verify the BAQ Fields.......................................................................................................................32 Analyze and Test the BAQ...............................................................................................................32 Workshop - Add the Executive Query Against Data Dimensions..............................................................33 Create the Base Cube Query............................................................................................................33 Schedule and Name the Query........................................................................................................33 Map the Query Fields.......................................................................................................................33 Save the Executive Query to a Process Set........................................................................................34 Verify the Process Set......................................................................................................................34

Executive Dashboard Display Setup....................................................................................35
Produce the Dimension BAQ..........................................................................................................................35 Workshop - Produce the Dimension BAQ ...............................................................................................36 Copy an Existing Query....................................................................................................................36 Verify the BAQ Fields.......................................................................................................................36 Analyze and Test the BAQ...............................................................................................................37 Create the Dimension Details BAQ.................................................................................................................37 Workshop - Create the Dimension Details BAQ.......................................................................................38 Copy an Existing Query....................................................................................................................38 View the Included Tables.................................................................................................................38 Verify the BAQ Fields.......................................................................................................................38 Analyze and Test the BAQ...............................................................................................................39 Design the Data BAQ.....................................................................................................................................39 Workshop - Design the Data BAQ...........................................................................................................40 Copy an Existing Query....................................................................................................................40 View the Included Tables.................................................................................................................40 Verify the BAQ Fields.......................................................................................................................41 Analyze and Test the BAQ...............................................................................................................41 Construct and View the New Executive Dashboard........................................................................................41 Workshop - Construct and View the New Executive Dashboard..............................................................42 Construct the Executive Dashboard.................................................................................................42 Add the Dimension BAQ to the Dashboard......................................................................................42

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TOC | 5 Add the Dimension Details BAQ to the Dashboard...........................................................................42 Add the Data BAQ to the Dashboard...............................................................................................42 Add a Second Grid View for the Data BAQ......................................................................................43 Create the Executive Dashboard Definition......................................................................................43 Adjust the Dimension Grid...............................................................................................................43 Define the Publish and Filter Parameters for the Dimension Query....................................................44 Adjust the Dimension Detail Grid.....................................................................................................44 Adjust the First Data Grid................................................................................................................45 Adjust the Second Data Grid...........................................................................................................46 Define the Publish Parameters for the Dimension Details Query........................................................46 Define the Subscribe and Filter Parameters for the Data Query.........................................................47 Insert a Graph Chart View...............................................................................................................47 Insert a 3D Chart View....................................................................................................................48 Create a Multi-Pane Executive Dashboard View...............................................................................49 Build and Deploy the Executive Dashboard.....................................................................................................50 Workshop - Build and Deploy the Executive Dashboard...........................................................................51

Conclusion.............................................................................................................................52

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• Learn the specific building terms of Executive Dashboards and Executive Queries. This course uses the ShopVision Sales Order Backlog Analysis system dashboard to demonstrate the Executive Dashboard construction process. Epicor Software . and Dimension Details Business Activity Queries (BAQs). Executive Queries. Dimension. Upon successful completion of this course. • Construct a Business Activity Query (BAQ) to query the cubes. • Run the Executive Query to populate the cubes. • Understand how to create a process flow and data displaying process within an Executive Dashboard. • Create and view the data on the Executive Dashboard. Create complex data views using the Executive Dashboard functionality. and process sets building processes necessary for Executive Dashboard data organization and data visualization. you will be able to: • Understand the purpose of the Executive Dashboard. • Build and deploy the Executive Dashboard to the Main menu for general use.6 | Build an Executive Dashboard Course Build an Executive Dashboard Course This course explores the Business Activity Queries (BAQ). • Design and produce Data. • Define the dimensions of the cube information buckets. • Establish an initial Executive Query to schedule cube builds. Workshops throughout the course demonstrate the Executive Dashboard creation processes. The Executive Dashboard gives you a visual representation of any aspect of your company's performance based on current application data. • Build a source Business Activity Query (BAQ) to query application data. which display through multiple dimensions in both grid and graph formats.

all necessary modules must be licensed and operating in your training environment. It discusses data location concepts and provides an overview of query building techniques using the Phrase Builder. contact your Epicor Customer Account Manager EpicorCAM@epicor. and the Data Dictionary Viewer functionality. and the Calculated Field Wizard. and program. and join type definitions and specifications. and field types. • Understanding of the functionality of the current release of the Epicor application.This course reviews the table and field name identification process using Field Help. Audience Specific audiences will benefit from this course. • Navigation Course .This course introduces the Business Activity Query (BAQ) Designer data extraction tool. Customization Tools. • Database Concepts Course . Dataset Relationships Tracker features. • Introduction to the Dashboard Course .05. It is also important that you understand the prerequisite knowledge contained in other valuable courses. • Non-course Prerequisites: • Exposure to other database query programs. • Business Activity Queries Course .Before You Begin | 7 Before You Begin Read this topic for information you should know in order to successfully complete this course. the Criteria Wizard.This course introduces navigational aspects of the Epicor application's user interface. Workshops focus on each of these levels and guide you through each navigational principle introduced. Epicor 9 | 9.601 .com. records.This course shows you how to display information through a variety of Dashboard views using advanced techniques. module.a personalized information and a command center. • Business Analysts • System Administrator • IT/Technical Staff Prerequisites In order to complete the workshops in this course. For more information on the modules available. • Advanced Dashboard Course .This course provides an introduction to the dashboard . Designed for a hands-on environment. It also describes table linking procedures and requirements. general navigation principles and techniques are available at each of the interface levels in the Epicor application . • Fundamental knowledge of relational database concepts such as table relationships.system.

from the Options menu. he or she must also download the corresponding Epicor demonstration database from EPICweb > Support > Epicor > Downloads and install it. and so on. Contact Support or Systems Consulting for billable assistance. but a different user already completed this workshop and the Epicor demonstration database was not restored (refreshed). Note It is recommended that multiple Epicor demonstration databases are installed. production environment. • The Epicor demonstration database is at the same service pack and patch as the Epicor application. enables you to experience Epicor functionality in action but does not affect data in your live. If your system administrator upgrades your Epicor application to a new service pack or patch. unexpected results can occur when completing the course workshops. already defined. customers. Epicor Software .8 | Build an Executive Dashboard Course Environment Setup The environment setup steps and potential workshop constraints must be reviewed in order to successfully complete the workshops in this course. If you are logged into your training environment as a different user. 4. If the Epicor demonstration database is shared with multiple users (that is. For example. sales orders. select the company Epicor USA (EPIC03). The following steps must be taken to successfully complete the workshops in this course. if a course workshop requires you to ship a sales order that came standard in the Epicor demonstration database. in which the Epicor demonstration database is found. select the Main Plant. much like your live. then you will not be able to ship the sales order. select Change User. Do not complete the course workshops in your live. The Epicor demonstration database comes standard with parts. unexpected results can occur. Epicor's education team updates the Epicor demonstration database for each service pack and patch. Your Epicor training environment. 2. production environment. From the Main menu. • Your system administrator restored (refreshed) the Epicor demonstration database prior to starting this course. 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. production environment) and is not periodically refreshed. From the Main menu. but Epicor cannot prevent users from manipulating the data in your installation of the Epicor demonstration database. 1. 3. the database is located on a server and users access the same data. Log in to the training environment using the credentials manager/manager. Epicor's education team has written the course workshops to minimize situations like this from occurring. If this is not performed.

601 . These are the cube (MFGCub). These are the values that display in the Dimension ID panel within the Executive Dashboard.The BAQ passes the table and field criteria to the Executive Query. This is the unique list of the mapped fields such as Country.This table contains the primary data record created by the Executive Query. Epicor 9 | 9.This table stores all the MFGCubeID values. • A . Specific data such as Mexico. and Dalton is not contained in this table. Both the Dimension 1 and Dimension 2 data field values are stored within this table.The Executive Query aggregates the dimension data defined through field mapping and creates three dimension tables. It stores the dimension pair and all the fields. as defined through the field mapping. or tables. Product Group. • D . This returned dataset creates an informational bucket called a cube.05. that result in the database. Executive Dashboard Flow The following diagram outlines this process and shows the three dimensions. • MFGCub . This cube is the foundation for creating data groups that are summarized and published using the Executive Dashboard. Fabricated. so you must use a filter to select the appropriate dimension list. that the Executive Query aggregates. It also contains identifier creation dates. and the dimension (MFGDim) tables. and eventually generate the data displayed on the Executive Dashboard. • MFGDim .A Business Activity Query (BAQ) pulls specific data from the database based on the table and field criteria on the BAQ. the definition (MFGDef). the definition (MFGDef). Executive Queries are tied to process sets.Overview | 9 Overview The functionality behind the Executive Dashboard employs an Executive Query to analyze a linked Business Activity Query (BAQ) and dimensionally summarize its data. which are the cube (MFGCub). • C . Customer and so on. • B . • MFGDef . which return the data as defined by the underlying BAQ when executed.The dimension results are then queried using another BAQ.This table contains the unique list of the BAQ data dimension fields mapped within the Executive Query. and the dimension (MFGDim) tables.

A Process Set is a collection of tasks and queries that can be combined into the foundation of an Executive Dashboard. The process set is executed immediately or through an established schedule. You can use many dimensions and they are always analyzed in pairs. you can only use it as a Dimension 2 value. integer. Multiple dimensions are allowed. Once executed. You can create nearly an unlimited number of field mapping dimension sets for each BAQ. group. The BAQs work together to create a unique datasource for display on the Executive Dashboard. Dimension 1 is the first group definition that displays data inside an Executive Query and Dashboard. the process set populates the underlying queries for the Executive Dashboard.10 | Build an Executive Dashboard Course • E . the Cube populates as a result of the scheduled Process Set. You can use four controls for the field mapping selection: dimension. Executive Dashboard Terms Below is the terminology necessary to understand the Executive Dashboards and Executive Queries creation process. You cannot use the Date field for a Dimension 1 value.A Cube is the virtual information bank for the Executive Query results. and view data in a grid.The BAQs are added to a dashboard and the Executive Queries populate the data that displays on the Executive Dashboard.A dimension is a group definition. Dimension 1 and 2 are paired up to match one set of field mapping. and character. • Field Mapping . pie chart. • Cube . Epicor Software . • Process Set . The data displays in a dynamic graphic tool that allows you to sort. or other BAQs. and provides layers of details used to display dimensions on the Executive Dashboard. ShopVision Overview The ShopVision module displays strategic data required for critical short-term and long-term decision making. • Executive Query . decimal.The Executive Query is a query that uses several Business Activity Queries (BAQs) to pull its contents. bar chart. or graph.Two dimensions are analyzed and assigned a set number. Very similar to the concept of data mining.This is the data groupings term. • Dimension Pair . • Dimension .

A tree view for the tracker is also available in Developer Mode. Epicor 9 | 9. but they must be scheduled to run.05. Tip Before you use any tracker. You cannot add or edit records in trackers. Data displays in color-coded graphs. you can add dashboard elements such as queries. To populate the dashboard. View the Tracker When you first open the ShopVision Sales Order Backlog Analysis dashboard. Tip If you are set up with Dashboard Designer rights in your user account. such as customer and plant. Inform your system administrator of the type of information you wish to view on the dashboard. order. plant. review the Tracker Overview topic in the Application Help to learn about its general program functionality. you can access all dashboard capabilities for the tracker by selecting Developer from the Tools menu. These dashboards display current information on shipping performance. plant performance. you already have several Executive Dashboards available for review. and sales territory. and tables. In Developer Mode. This enables the dashboard to retrieve data from existing executive queries. A dashboard is a special type of tracker. and so on.Executive Dashboard Layout | 11 Executive Dashboard Layout If your company uses the ShopVision module. Use the ShopVision dashboards as examples for building your own Executive Dashboards.601 . part. and grids to the tracker. These summaries allow executives to monitor open orders by different parameters. as well as how to best search for specific records. click the Refresh button on the toolbar. The overview topic explains the tracker interface. Unlike the Sales Order Backlog Status Tracker. to extract data from the database and return aggregated data to a special table in the Epicor application. Process sets for ShopVision Executive Queries are delivered in the standard product. The system administrator usually is responsible for scheduling process sets. ship-to. the ShopVision Sales Order Backlog Analysis dashboard displays high-level data summaries. The topic also contains definitions of concepts and terms. Sales Order Backlog Analysis ShopVision Sales Order Backlog Analysis displays aggregated order backlog data in a dashboard format. which displays details such as sales order number. and modify the properties of existing elements. You can also change the sheet layout of the tracker and save your layouts for the next time you launch the tracker. Tip The dashboard cannot display data if ShopVision Executive Queries have not been scheduled to run as process sets. An Executive Query is a special query that uses another query. Scheduling a process set to run a ShopVision Executive Query takes a few minutes. called the Business Activity Query. refer to the Dashboard Overview topic in the Application Help. an Executive Query needs to be scheduled to run as a process set. For more information on dashboards and dashboard capabilities. Review the ShopVision Sales Order Backlog Analysis Executive Dashboard before you create queries and the dashboard itself. Once created. and can be filtered by parameters such as customer. it is blank. This topic contains links to other dashboard topics that explain how to personalize and customize dashboards. URLs. charts. and identify trends over various periods. analyze performance.

it pulls data from the database and displays it within a dashboard.12 | Build an Executive Dashboard Course Schedule the Process Set Use Schedule Process Set to schedule when a process set runs on the System Monitor. if an Executive Query is assigned to a process set. When you run a process set. For example. A process set is a record that contains tasks. that have been assigned to it through other programs. you also run all the tasks associated with that process set. Epicor Software . such as queries and other processes.

Menu Path: Executive Analysis > Business Activity Management > General Operations > Schedule Process Set 1. 3. select zSVSalesOrderBacklog . On the Standard toolbar. Navigate to Schedule Process Set. schedule the process set to view and to use the Executive Dashboard. click Submit. Exit Schedule Process Set. 5. 4.601 . In the User Description field. 2.EPIC03. In the Process Set field. Epicor 9 | 9. In the Schedule field.Schedule a Process Set In this workshop. enter Refresh Sales Backlog Executive Dashboard. select Now.05.Executive Dashboard Layout | 13 Workshop .

3. 4. 6. This list displays the unique records contained within the selected Dimension ID. such as Country. Exit ShopVision Sales Order Backlog Analysis. State. or aggregated. 2. The Dimension Detail panel displays the data contained in the aggregated field that is currently selected within the Dimension ID panel. View the Dimension Detail panel. You will re-build a similar dashboard throughout the following workshops. Epicor Software . may be a Dimension ID. Any BAQ calculated field can also be a Dimension ID. 5. review the Executive Dashboard. click the Refresh All icon. On the Standard toolbar. The fields you select for display through the Executive Query’s field mapping sheet are shown on this grid. The Dashboard populates with data. Note Any database field. The Dimension Detail Backlog . by the Executive Query as one of the dimension pairs. Navigate to ShopVision Sales Order Backlog Analysis. The Weekly Backlog by Dimension Detail and Daily Backlog by Dimension Detail grids display the data pulled in through the Executive Query. View the Dimension ID panel.14 | Build an Executive Dashboard Course Workshop . Product Group. Use this panel to select the dimension detail list you wish to view. View the chart and the graph. View summary grids. Menu Path: Executive Analysis > ShopVision > Sales Backlog Analysis 1. and so on.Chart View and the 3D Chart-Dimension Detail Backlog Breakout are graphical visualizations of data generated by the dimension pair. The Dimension ID panel displays the original BAQ field name that is summarized. Many dimension fields are available to create your complex data view.Review the Executive Dashboard Layout In this workshop.

days.05.This BAQ is used to pull the data from the first Executive Query. You must also build multiple Business Activity Queries (BAQs) and Executive Queries. so careful consideration of what tables and fields to display is crucial. Data BAQ . weeks.This BAQ defines the dimension options you can select from the Executive Dashboard. By dividing the processes between these two machines. 2. and Executive Queries to these schedules. Dimension Details BAQ . you can improve performance on both servers. Create schedules that occur during specific intervals. minutes. Tip You can set up the system agent to run the processes on one server and the System AppServer on a different server.This BAQ is used to pull the dimension data from the first Executive Query. The multiple BAQs and Executive Queries you create define how data is aggregated on your Executive Dashboard. 4. The BAQs and Executive Queries you build are based on the system queries that make up the ShopVision Sales Order Backlog Analysis dashboard. The related Executive Query aggregates the data dimensions. Salesperson. Dimension BAQ . These queries are the building blocks for your custom Executive Dashboard. you must set up both a schedule and a process set. such as seconds. The related Executive Query aggregates the data details. Use this sheet to refine the system agent settings.BAQ and Executive Query Setup | 15 BAQ and Executive Query Setup Prior to creating your custom Executive Dashboard. BAQ Against Data Details . Once you define schedules. and run the Task AppServer though another server. Detail Use the Detail sheet to review and update the details of the system agent. Create Schedules Use System Agent Maintenance to establish recurring schedules and control all automatic transactions that occur throughout the Epicor application. When the system clock activates a schedule.Run this BAQ to define the dimensions that are used against the data. as well as define the first run date and time for the schedule. The Epicor application requires a minimum of five related BAQs and related Executive Queries to correctly display data on an Executive Dashboard. You can use the Business Activity Query to both update existing BAQs and to create custom BAQs. like Country. and so on. and months. BAQ Against Data Dimensions . It locates the MfgCube data that displays on the Executive Dashboard. reports. 5. you can link tasks such as processes. you can run the System AppServer through one server. 3. Required Queries The queries required by the Epicor application are as follows: 1. all the tasks assigned within this schedule run. This section describes and guides you through how to create these components. Epicor 9 | 9.This is the base BAQ used to pull the data from the database. For example.601 .

You can link tasks to these schedules you want to run during these different times. When you select a schedule for a program.16 | Build an Executive Dashboard Course Schedules Use the Schedules > Detail sheet to add schedules to a system agent. Epicor Software . Each time the system clock launches the schedule. You can create as many schedules as you need. the report or process becomes a task within the schedule. You find Schedule lists on both reports and process programs. You can then assign reports and processes to run during a specific schedule. The schedule identifies how often the tasks linked to the schedule run. all tasks linked to this schedule run as well. The schedules you create and save on this sheet automatically display on Schedule lists throughout the Epicor application. Example You can create one schedule that runs every week on Wednesday and another schedule that runs every night at 2 am.

BAQ and Executive Query Setup | 17 Workshop . You can launch this program ® from an Epicor Smart Client (Windows ) interface. 2. 1. 5. 3. 2.601 . select New Schedule. Define the Run Dates and Run Times 1. This is the first day the schedule should run. enter today's date. This activates the Interval sheet. 2. enter XXX-Five Minute Interval Schedule (where XXX are your initials). enter a time five minutes from now. If not. 4. Choose a Schedule Type 1. 3. 4. set up a recurring schedule in the Epicor application before you start building the Executive Query. In this case the schedule runs every five minutes. In the Next Run Time field. select it to activate this schedule. Create a New Schedule Navigate to System Agent Maintenance. Exit System Agent Maintenance. In the Interval field. In the Next Run Date field. Note The format needed is hhhmmss. In the Agent ID field. Epicor 9 | 9. In the Description field. Menu Path: System Management > Utilities > System Agent Important This program is not available in the Epicor Web Access™ interface. verify SystemTaskAgent is selected. In the Schedule Type field. Navigate to the Schedules > Detail sheet. enter 0000500. Verify the Enabled check box is selected. Click Save. This is the first time on the first day the schedule should run.05. select Interval. From the New menu.Create Schedules In this workshop.

After you create the process set. Use Process Set Maintenance to define the records that the Epicor application should use to run various automated tasks. such as Executive Queries. The Executive Dashboard then updates its data to display the current information. Example You can add reports (such as the Job Traveler) and specific processes (such as the Auto Job Completion Process) to a process set. run through a schedule you define in System Agent Maintenance and execute when you launch the schedule. or series of tasks. These process sets. reports. You also subsequently launch this program to view all tasks. other programs can add their records as tasks to run within this process set.18 | Build an Executive Dashboard Course Establish a Process Set You must assign Executive Queries to process sets. Epicor Software . which are automatically run through this process set. and processes.

enter XXX-Sales Order Backlog Status (where XXX are your initials). and then attach it to your previously defined schedule.601 .Establish a Process Set In this workshop. You can launch this program ® from an Epicor Smart Client (Windows ) interface. enter XXX-OrderBackLog (where XXX are your initials). Schedule the Process Set Use Schedule Process Set to schedule when a process set is run. 5. as well as attach this process set to a schedule. Exit Process Set Maintenance. In the Process Set ID field. All related tasks run at the same time the process set runs. as no tasks have been added to it. that are assigned to it through other programs. A process set is a record that contains tasks. 3. Epicor 9 | 9. 2. 4. or series of tasks. such as queries and other processes.BAQ and Executive Query Setup | 19 Workshop . You will add tasks in later workshops. define a process set. Navigate to Process Set Maintenance. In the Description field. Click Save.05. Notice that the Process Set Tasks grid is currently blank. 1. Menu Path: Executive Analysis > Business Activity Management > Setup > Process Set Important This program is not available in the Epicor Web Access™ interface. Click New.

For more information on how to create a customized BAQ. The Phrase Build sheet provides a visual presentation of the query you are creating. Exit Schedule Process Set. Phrase Build Use the Phrase Build sheet to design a query using the visual representation of the query. 2. select XXX-Five Minute Interval Schedule (where XXX are your initials). You also indicate whether or not this query should be made available to the entire company.Schedule the Process Set In this worskshop. Define the Source Business Activity Query The source Business Activity Query (BAQ) is the query that populates the selected data from the database. schedule the process set you created in the previous workshop. Select the Recurring check box. Two types of visual representations are available: diagram view and tree view. General Use the General sheet to create your query. When the schedule activates the process set. In the Schedule field. refer to the Application Help. so the multiple BAQs that you create or modify are the building blocks for your entire Executive Dashboard display. Menu Path: Executive Analysis > Business Activity Management > General Operations > Schedule Process Set 1. This check box indicates the report should be run on a recurring basis. On the Standard toolbar. 3. The Business Activity Query Designer is the primary query creation and modification tool in the Epicor application. click Submit. the Executive Queries run and refresh the Executive Dashboard with current data from the database. Epicor Software . Navigate to Schedule Process Set. In the Process Set field. 4. enter Sales Order Backlog Status. This BAQ is the source for all the dimensions within an Executive Query. Following are the key sheets found within Business Activity Query Designer. 5. 6. In the User Description field. Note This course does not cover the creation of a customized source BAQ. You define the query’s identifier and description here.20 | Build an Executive Dashboard Course Workshop . Use this functionality to create a set of common queries to both pull and calculate the data that displays on the Executive Dashboard. select XXX-OrderBackLog (where XXX are your initials). Many BAQ combinations are available due to the ability to link multiple BAQs through outer joins between tables. You will attach two Executive Queries to this process set in the following workshops.

of which the query is composed. with names that start with specified letters. The Filtering edit box allows viewing only the columns. define the relation between the tables. display as a tree. it is added to the tree and marked bold red to identify the user-defined join. the palette displays only the tables that have relations. The toolbar state buttons provide the following data display options for the table columns: sort column names (alphabetically or in database order) and show or hide the user-defined fields. this diagram transforms to the tree query (using the defined table order). When you switch from the diagram view to the tree view. divided by slashes. The root of the tree is the first table in the query and the remaining tables display as child nodes according to the specified order. If connection between some tables does not exist in system tables. they are discarded. of which the query is composed. If your diagram contains table joins that cannot be reflected on the tree view. On the Diagram View sheet. your query is also transformed to the tree view. The center of the form contains the canvas where tables are dropped.BAQ and Executive Query Setup | 21 A special sheet is provided for each query creation mode. the existing tree query is converted to the diagram query. If you select the Tree view sheet when the diagram on the Diagram view sheet contains no table. The path selected in the tree shows in the edit line below the tree. It allows selecting tables and dragging them on the canvas in the center pane (or double-clicking them). Tree View In the tree view. Three sheets are available at the bottom of the Phrase Build sheet.05. the tables. display in the other color. This method allows you to create the query quickly. Note that not all queries can be transformed from the diagram view to the tree view. connected with the current table in the system tables. The tree is built based on the information on table relations in the system tables. in the left pane. You can select the root table of the query. display as diagram blocks. all tables from the database show in the palette. the tables. The Filtering edit box helps to show only the table names. If the Connected Only check box is selected. When you switch from the tree view to the diagram view. with the table selected on the canvas. Diagram View In the diagram view. and specify the selection criteria for the query. Epicor 9 | 9. The right pane contains the description and list of the columns on the selected table. and the parent-child relations between the tables as arrows from child to parent table. If you select the Tree view sheet when a diagram already exists on the Diagram view sheet. Tables. An edit line has a context menu which shows all existing tables.601 . not all table joins transform. Initially. starting with the specified letters. the standard search dialog shows with the list of all tables in the database. The path from the root node to the currently selected table defines the list of the tables in the query. the table palette is situated. In this case. described in system tables. This line is not read-only and allows manual entry in the table list. Use these sheets to indicate how tables are linked together.

and set the display names for the columns. Use this sheet to set up the order in which these columns display on the Dashboard. Sort Order Use the Sort Order sheet to define how the data results display when the query runs. The information on these sheets helps you decide if you should re-design the current query or create a new one. Column Select The Column Select sheet allows you to define the columns that display on your query. On the Display sheet. The Test button executes the query and retrieves data from the database. how the data is sorted within the query. Review the data carefully to determine if the query displays the correct information in the correct format.22 | Build an Executive Dashboard Course Additional Tabs Three sheets are available at the bottom of the Phrase Build sheet. Epicor Software . The Analyze button checks the syntax of the query. The display names display on the query instead of the default column name. Use these sheets to organize table order. you can also configure the display names for each column and create a calculation for a selected field. You can also select whether the data displays in ascending or descending order. Tip If several user dashboards use the current query. but rather create a new shared query. define the relation between the tables. Display The Display sheet consists of two sub sheets: Column Select and Sort Order. The Test button helps to identify if there are issues with the joins created in the Phrase Builder tool. you should not change it. Analyze Sheet Use the Analyze sheet to both analyze and test your query for any possible problems before you use it in the live environment. including any calculations. Where Used Use the Where Used sheets to review all the dashboards that have access to the current query. You can sort your data through any combination of columns. This allows your users to decide if they want to use your new query. you can define the columns that display on your query. On the Column Select sheet. and specify the selection criteria for the query.

Copy an Existing BAQ A standard BAQ is used in this example. 2. Select zSVSalesOrderBacklog and click OK. Select the Shared check box. To the Syntax is OK message. Click Query ID and click Search. select Copy Query. From the Actions menu. 7.05. 3. 5. Click Save. The Copy Query window displays. Click the Test button.601 . enter EPIC03-XXX-SalesOrderBackLog (where XXX are your initials) and click OK. review the data retrieved by the query. This check box indicates that this query is available to all users. 1. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. 2. In the Query ID field.BAQ and Executive Query Setup | 23 Workshop . Exit the Business Activity Query Designer. 4. 4. In the Query Results grid. 6.Define the Source BAQ The source BAQ pulls the selected data from the database and is the source for your Executive Queries. 3. click OK. Analyze and Test the BAQ 1. Click the Analyze button. Epicor 9 | 9. Navigate to the Analyze sheet. 6. all users within your company can add this query to their personal Dashboard. Navigate to the Business Activity Query Designer. Click Save. 5. After you save this query.

Select the Summarize by Date check box to indicate that this Executive Query aggregates the pulled data using a specific date. You must define the Delete Action method for each query. First of Month. Due to this configuration. This creates a cube of data. This is useful if you select either the Summarize by BAQ or the Summarize by Date check boxes. The query uses this method to refresh its data each time it is activated by the process set: Options include the following: • Delete Entire Cube . Select this check box when you want to calculate the summarized data by dates. and defining the data that populates the MfgCube tables. • Delete Nothing . Epicor Software . Delete Action You must define the Delete Action method for each Executive Query. This cube of data is contained within the MfgCube tables.This is the default option. Instead. This process includes finding and selecting your source BAQ. that the Executive Dashboard gathers for display.This option removes and restores any dimension pair data that is generated through the Executive Query. Executive Queries are not separate files within your application. but are a set of records processed using the BAQs as a source and the MfgCube tables as a target. You also use the BAQ ID to find and select the source BAQ to which you attach this Executive Query. This option displays completely new data when you refresh the information.24 | Build an Executive Dashboard Course Formulate the Executive Query Against the Source BAQ Use Executive Query to formulate an Executive Query against data details. it adds new data to the existing data. it clears out all values in the query’s field map sets. If you select the Dynamic check box. 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. Note If you click the Submit icon. When you delete or refresh the data within the Executive Query. Selecting this check box also activates the Run Date field. • Delete Dimension Pair . Next Tuesday. you must first Submit the Executive Query for processing and then add it to a process set using the Save Process Set icon. If you close the Executive Query window without saving it to a process set. which is used as a base for these queries. Instead. This value is used to identify the Task of a query within a process set. Summarize Check Boxes Select the Summarize by BAQ check box to indicate that this Executive Query combines the populated data using the specified BAQ. you cannot save an Executive Query through the Save button. and so on. Each Executive Query has one or more field maps. the options for the Run Date field change to Tomorrow. Use this option when you need two BAQs to populate a dashboard display. the MfgCube tables only update once. leaving the dimension pairs and data in any other field map sets linked to the BAQ intact. • Delete Pair by Summarization .This option does not remove any data. where you can define a specific date or calendar date on which this data is summarized. Select this check box when you want the data to summarize within the BAQ before it displays on the Executive Dashboard. The dashboard populates all data from both queries by refreshing only the dimension pair within the first field map set.This option removes and restores only the two values used to define the dimensions for the first field map set. or an informational bucket. you lose the information created in the Executive Query. The rest of the data remains.

Query Schedule Use the Schedule field to define when you want this query to refresh its data. Note If you do not save your Executive Query to a process set and you exit Executive Query. any formulas you define for the selected BAQ or report query are always evaluated. • Formulas do not evaluate through Executive Queries. You define these dimensions on the Field Mapping sheet. You can use any field from the selected BAQ as a dimension.601 . this item becomes a task on the process set.05. including calculated fields. and you can use this sheet to hide or select the indicated fields on the view. but if you select a schedule other than Now. the Delete Pair By Summarization option works in the same way as the Delete Dimension Pair action. Each field map contains two dimensions used to evaluate the data. form. For example. However. When you select a process set on this window and click OK. Field Mapping Sheet Use the Field Mapping sheet to define the dimension pair that is used to measure the data of the Executive Query. Limitations Important limitations on Executive Queries include the following: • You can only analyze and store two dimensions with each Executive Query. Note that only 15 data values. you can add this Executive Query to a process set and then schedule the process set. or aggregate logical data combinations. and Character. The data is summarized against the two dimension values you select here and the results display on an Executive Dashboard through grid and graph displays. you must save it to an existing process set. the Recurring check box becomes available. you will lose your query. Selecting two similar character values can cause blank query results. 10 decimal and 5 integer. but they cannot create averages. with the exception of using a date field for the dimension of one field map. Instead. The controls on this sheet are divided into four types: Dimension. Decimal. Integer.BAQ and Executive Query Setup | 25 Note You can select the Summarize by BAQ and Summarize by Date check boxes in combination with any of the previous Delete Actions. Each Executive Query has one or more field maps. These dimensions can be any column within the selected BAQ. The Save To Process Set window allows you to select the process set that is used to run the report. Save to Process Set To finish the Executive Query. such as the Product Group field or the Order Date field. or Executive Query. can display within each Executive Query. The default value is Now. you can aggregate a character column against a date or numerical column. Because of this. Epicor 9 | 9. which are the selected dimensions linked to the type of data required. You do not need to select a schedule within this program. All the fields from the selected BAQ display on this sheet automatically. process. You can use this sheet to indicate which additional fields display through this Executive Query. Select this check box to indicate that this Executive Query should run repeatedly. Note Executive Queries can summarize. If you do not select the Summarize by BAQ or the Summarize by Date check boxes. the query results represent a sum of the values between the dimension pair. These options give you flexibility for the results in the MFGCube table.

It cannot calculate averages. • You cannot synchronize Executive Query processes between multiple companies. You must schedule these processes within the company. If you need to consolidate data between multiple companies. • You can map only one BAQ column to a specific data value field. • You can display only the data of the current company through the Executive Query.26 | Build an Executive Dashboard Course • The Executive Query only aggregates data to calculate summaries by totaling numeric values and counting character BAQ columns. You cannot merge field columns through an Executive Query. you must run the specific BAQ report. Epicor Software .

In the User Description field. Notice that the data loads into the grid. Click BAQ ID. 2.05. enter XXXCubeBackLogOrders (where XXX are your initials). Select the Recurring check box. create the Executive Query against the source BAQ. 4. right-click. 2. The Field Mapping Sets grid is now blank. Click the Data Entry link at the bottom of the page. Microsoft Excel opens. In the Field Mapping > List sheet.BAQ and Executive Query Setup | 27 Workshop . 2. 3. click Delete. 5. Review the Field Mapping Sets grid. 7. Create the Base Cube Query Navigate to Executive Query.601 . In the Starting At field. Map dimension pairs and add the query to a process set for scheduling purposes in later workshops. Epicor 9 | 9. Navigate to the Field Mapping > List sheet. 5. and select Copy. enter EPIC03 and click Search. 1. 3. 3. Select EPIC03-XXX-SalesOrderBackLog (where XXX are your initials) and click OK. Highlight the row and on the Standard toolbar. In the Schedule field.23. In the Delete Action field. Schedule and Name the Query 1. Menu Path: Executive Analysis > Business Activity Management > General Operations > Executive Query 1. verify Delete Entire Cube defaults. In the Cube ID field. you can map the fields ® ® using a Microsoft Excel spreadsheet. Close the Microsoft Excel spreadsheet. skip to the next task Map the Query Fields Manually. 6. ® ® Map the Query Fields Using Microsoft Excel If you are taking this course as an embedded course launched from your Epicor 9 application.Formulate the Executive Query Against the Source BAQ In this workshop. Highlight rows 1 . select XXX-Five Minute Interval Schedule (where XXX are your initials). Field mapping of your first Executive Query is complete. enter XXX Sales Order Backlog Status (where XXX are your initials). 4. right-click anywhere in the blank grid and select Paste Insert. If you are using the pdf version of the course.

select OpenQty. enter OpenValue.28 | Build an Executive Dashboard Course 8. 1. In the Decimal 2 field. select Need By. select RelCount. • In the Decimal 2 field. select Cust. Delete all values in the other fields. enter RelCount. 8. enter CustID. 9. 2. enter Need By Date. 5. 6. In the Dimension 1 field. map the fields manually. click New to add the new Mapping Set. Mapping Dimension 1 Set 2 3 4 5 6 7 8 9 10 Customer Customer Group Plant Project ProductGroup Warehouse Region Description Country Dimension 1 Text Customer CustGroup Plant Project ProdGroup Warehouse Region Territory Country Dimension 2 Need By Need By Need By Need By Need By Need By Need By Need By Need By Dimension 2 Text Need By Date Need By Date Need By Date Need By Date Need By Date Need By Date Need By Date Need By Date Need By Date TerritoryID CustGroupID PlantID Project ID ProdGrpID Character 1 Epicor Software . In the Dim 1 Text field. select OpenValue. In the Integer 1 field. Map the Query Fields Manually If you are using the pdf version of the course. 4. • In the Integer 1 field. 11. In the Dimension 2 field. This is the dimension pair of the first mapping set. Navigate to the Field Mapping > Detail sheet. 7. In the Dim 2 Text field. You first Mapping Set is ready. In the Decimal 1 field. 10. Enter the following information: Note In addition to the information in the table. make sure you select the below 3 fields for all Mapping Sets: • In the Decimal 1 field. select OpenQty. Skip the next task Map the Query Fields Manually and continue with the following task Submit and Save the Executive Query. ID. 3. On the Standard toolbar. Map the remaining Mapping Sets using the same process.

Click OK. click Save Process Set. click Submit.BAQ and Executive Query Setup | 29 Mapping Dimension 1 Set 11 12 13 14 15 16 17 18 19 20 21 22 23 State/Prov Cust. You can launch this program ® from an Epicor Smart Client (Windows ) interface. select XXX-Sales Order Backlog Status (where XXX are your initials). On the Standard toolbar.601 . In the Process Set field. 2. 1. ID Customer Customer Group Plant Project ProductGroup Warehouse Region Description Country State/Prov Project Dimension 1 Text State CustID Customer CustGroup Plant Project ProdGroup Warehouse Region Territory Country State Project Dimension 2 Need By NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek NeedByDateWeek ProdGrpID Dimension 2 Text Need By Date WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy WeeklyNeedBy ProdCode Character 1 CustGroupID PlantID Project ID ProdGrpID TerritoryID Submit and Save the Executive Query 1. Click Process Set ID and click Search. 4. Verify the Process Set Verify the indicated Process Set contains your query. 5. This is the process set you previously created. Exit Executive Query. On the Standard toolbar. Menu Path: Executive Analysis > Business Activity Management > Setup > Process Set Important This program is not available in the Epicor Web Access™ interface. 2. Epicor 9 | 9. Navigate to Process Set Maintenance.05. Select XXX-OrderBackLog (where XXX are your initials) and click OK. 3. The Save to Process Set window displays.

and Salesperson. Epicor Software . Machined Parts. To get the unique list of dimension details such as France. USA. Product Group. 3. and so on. you must aggregate the dimension fields against the dimension data. Build the BAQ and Executive Query Against Data Dimensions The purpose of building the BAQ and the related Executive Query against data dimensions is to provide a unique list of the Dimension Details. Exit Process Set Maintenance. It is required that you aggregate the BAQ against data dimensions to complete this process.30 | Build an Executive Dashboard Course The first Executive Query displays as a task on the Process Set Tasks grid. John Doe. The MFGCubeDim table that is created when the MFGCube table is populated by the first Executive Query has only a list of the dimension fields such as Country.

2. 3. enter EPIC03-XXX-OrdBLogDim1 (where XXX are your initials) and click OK. select Copy Query. 3.Build the BAQ Against Data Dimensions After you created your BAQ against data details and the related Executive Query. 4. you are ready to build your second BAQ.05. Click Save.BAQ and Executive Query Setup | 31 Workshop . Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. enter XXX Order Backlog Dimension One (where XXX are your initials). From the Actions menu. Epicor 9 | 9. 1.CubeID = 'XXXCubeBackLogOrders' . Navigate to the PhraseBuild > TreeView > Criteria sheet. Select the Shared check box. In the Query ID field. In the Value field. In the Query ID field. search for and select zMfgCubeBLogDimCube and click OK. Verify the Query Phrase 1. Click Save. Navigate to the General sheet and view the Query Phrase section. In the FilterValue column. The Copy Query window displays. This is the Cube ID for the first Executive Query you created. 2. You can launch this program ® from an Epicor Smart Client (Windows ) interface. The Specify a Value window displays. 5. 2. Another standard BAQ is used in this example. Notice the current criteria: Cube ID = SVSalesBacklog. Copy an Existing BAQ Navigate to the Business Activity Query Designer. Your phrase should look like this: for each MfgCube no-lock where MfgCube. This second BAQ pulls dimension data from the initial Executive Query for display on the Executive Dashboard.601 . In the Description field. 6. enter XXXCubeBackLogOrders (where XXX are your initials) and click OK. click SVSalesBacklog. View the Included Tables 1.

Click the Test button.DimDtl Calculated.32 | Build an Executive Dashboard Course Verify the BAQ Fields 1. Verify these fields display in the Display Column(s) section: Full Name MfgCube. click OK. To the Syntax is OK message.ShortChar01 MfgCube.Dim1Descr Calculated. Exit the Business Activity Query Designer. 5.DimDescription Label Company Cube ID Dimension 1 Dimension 1 ID Group ShortChar01 ShortChar02 PerfEntity GroupDtl1 Dim1Descr DimDtl DimDescription Analyze and Test the BAQ 1. Navigate to the Analyze sheet. Click Save.Dimension1 MfgCube. 6. Review the data retrieved by the query. Navigate to the Display sheet.Company MfgCube. 2. 7.GroupDetail MfgCube.GroupDtl1 Calculated. 2.CubeID MfgCube. Click the Analyze button.ShortChar02 Calculated. The Query Results grid populates with data. 4.PerfEntity Calculated. Epicor Software .Dimension1ID Calculated. 3.

map for dimension pairs.601 . create the Executive Query against data dimensions.05. Create the Base Cube Query Navigate to Executive Query. Click New. Menu Path: Executive Analysis > Business Activity Management > General Operations > Executive Query 1. Navigate to the Field Mapping > Detail sheet. 3. Select the Recurring check box. In the User Description field. 5. enter XXX-CubeBLogOrdDim1 (where XXX are your initials).Add the Executive Query Against Data Dimensions In this workshop. 2. Clear any fields that have default values. and add it to a process set for scheduling purposes in later workshops. This is the BAQ created in the previous workshop. 3. verify Delete Entire Cube is selected. Enter the following information: Field Dimension 1 Dimension 1 Text Dimension 2 Dimension 2 Text Character 1 Character 2 Character 3 Data DimDtl DimDtl DimDescription DimDescription Company Cube ID ShortChar01 Epicor 9 | 9. 2. In the Schedule field. In the Cube ID field.BAQ and Executive Query Setup | 33 Workshop . Schedule and Name the Query 1. Map the Query Fields 1. Map the fields according to the table below. In the Delete Action field. 2. enter XXX Order Backlog Dimension One (where XXX are your initials). Select EPIC03-XXX-OrdBLogDim1 (where XXX are your initials) and click OK. 4. 3. Click BAQ ID and click Search. Attach the Executive Query to the BAQ against data dimensions. select XXX-Five Minute Interval Schedule (where XXX are your initials).

34 | Build an Executive Dashboard Course Field Character 4 Character 9 Character 10 This Executive Query has only one field map set. The second Executive Query displays as a task on the Process Set Tasks grid. On the Standard toolbar. select XXX-Sales Order Backlog Status (where XXX are your initials). Menu Path: Executive Analysis > Business Activity Management > Setup > Process Set Important This program is not available in the Epicor Web Access™ interface. 4. On the Standard toolbar. 1. Epicor Software . Delete the information in other fields. 5. Exit Executive Query. 3. 2. In the Process Set field. Verify the Process Set Navigate to Process Set Maintenance. click Save Process Set. Click OK. Click Process Set ID and click Search. The Save to Process Set window displays. Select XXX-OrderBackLog (where XXX are your initials) and click OK. Data ShortChar02 Dimension 1 Dim1Descr Save the Executive Query to a Process Set 1. 2. click Submit. You can launch this program ® from an Epicor Smart Client (Windows ) interface. This is the process set you previously created. Exit Process Set Maintenance. 3. 4.

and optionally deploy it to the Main menu for general use. You must also create the BAQs that directly display the data on the Executive Dashboard. you are ready to construct and view the Executive Dashboard. the Dimension Details BAQ. Once you create these queries. Produce the Dimension BAQ The Dimension BAQ defines the dimension options available for selection on the Executive Dashboard display.601 .Executive Dashboard Display Setup | 35 Executive Dashboard Display Setup The Business Activity Queries (BAQs) and related Executive Queries you created both select and define the data you want to display on your Executive Dashboard. and the Data BAQ. These queries are the Dimension BAQ.05. This is one of the queries you will add to the Executive Dashboard that displays the dimensions indicated on the Field Mapping sheet of the first Executive Query. Epicor 9 | 9. This BAQ pulls data from the first executive query.

The Copy Query window displays. Verify the BAQ Fields 1. enter EPIC03-XXX-OrdBLogDimension (where XXX are your initials) and click OK. View the Query Phrase section. select Copy Query. Your phrase should look like this: for each MfgCubeDim no-lock where MfgCubeDim.DimNum = 1. 9. In the Starting At field. Navigate to the Display sheet.36 | Build an Executive Dashboard Course Workshop . Select the Shared check box. create an additional dimension BAQ to provide dimension options for selection on the Executive Dashboard. From the Actions menu. After you save this query.CreatedBy MfgCubeDim. 7. In the Description field. 1.CreatedDate MfgCubeDim. 5. 8. This check box indicates that this query is available to all users. enter zMfg and click Search. Copy an Existing Query Navigate to the Business Activity Query Designer. enter XXX Backlog Dimension Cube Query (where XXX are your initials).CreatedTime Label Dimension ID Created By CreatedDate Create Time Epicor Software . In the Query ID field. Verify these fields display in the Display Column(s) section: Full Name MfgCubeDim. You can launch this program ® from an Epicor Smart Client (Windows ) interface. Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Query Important This program is not available in the Epicor Web Access™ interface. 3. 4. 2.DimensionID MfgCubeDim. 6. Click Save. Click the Query ID button.Produce the Dimension BAQ In this workshop. 2. Select zMfgCubeDimOne and click OK. all users within the company can add this query to their personal Dashboard.

7. Click the Test button. Epicor 9 | 9. To the Syntax is OK message. 4.601 . Review the data retrieved by the query. Click Save. 2.CubeID MfgCubeDim.Company Calculated.Executive Dashboard Display Setup | 37 Full Name MfgCubeDim.DimNum MfgCubeDim.DimID_Format15 Label Cube ID Dimension Number Company Load Group DimID Analyze and Test the BAQ 1. Remain in the Business Activity Query Designer. You can also select a detail option to display the data you need. Click the Analyze button. click OK. 6. The Query Results grid populates with data.Dimension1 Calculated. 5. Create the Dimension Details BAQ The Dimension Details BAQ pulls in the various detail records that are available with each selected dimension.05. 3. Navigate to the Analyze sheet. This is one of the queries you will add to the Executive Dashboard that displays the selected dimension details on the Dimension ID grid.

click Clear. 8. 6.38 | Build an Executive Dashboard Course Workshop . 2. Navigate to the Display sheet. Select zMfgCubeBacklogDimDtls and click OK. In the Business Activity Query Designer. On the Standard toolbar. 5. Click Query ID. Click Save. enter XXX-CubeBLogOrdDim1 (where XXX are your initials) and click OK. Verify the BAQ Fields 1. enter EPIC03-XXX-OrdBLogDimDtls (where XXX are your initials) and click OK. In the Starting At field. View the Included Tables 1. Select the Shared check box. 4. enter zMfg and click Search. Copy an Existing Query 1. click SVSBLOGGRPDTLS. Verify the following fields display in the Display Column(s) section: Epicor Software . 10. 7.Create the Dimension Details BAQ In this workshop. Notice the current criteria: Cube ID = SVSBLOGGRPDTLS. 3. 9. The Specify a Value window displays. 4. select Copy Query. enter XXX Backlog Dimension Details Cube Query (where XXX are your initials). 3. This is the Cube ID for the second Executive Query you created. Your phrase should look like this: for each MfgCube no-lock where MfgCube. navigate to the General sheet. Navigate to the General sheet and view the Query Phrase section. In the FilterValue column. create an additional dimension details BAQ to provide dimension detail options for selection on the Executive Dashboard. In the Value field. In the Query ID field. Navigate to the PhraseBuild > TreeView > Criteria sheet. 2.CubeID = 'XXX-CubeBLogOrdDim1'. The Copy Query window displays. From the Actions menu. 2. In the Description field.

Review the data retrieved by the query.Company MfgCube. The Query Results grid populates with data. Design the Data BAQ The Data BAQ pulls the data from the first Executive Query.CubeID MfgCube.ShortChar01 MfgCube. 2. It locates the MfgCube data and displays it on the Executive Dashboard. 5. Click the Analyze button. To the Syntax is OK message. Click Save.Dimension1ID MfgCube. 7. 4. This is one of the queries you will add to the Executive Dashboard that displays the main bulk of the data included on the dashboard. click OK.601 .ShortChar10 Label Company Cube ID Dimension 1 Dimension 1 ID Group ShortChar01 ShortChar02 Dimension Description Dimension Detail Analyze and Test the BAQ 1. 3. Click the Test button. Navigate to the Analyze sheet.Dimension1 MfgCube.GroupDetail MfgCube.05.ShortChar02 MfgCube.Executive Dashboard Display Setup | 39 Full Name MfgCube. Remain in the Business Activity Query Designer.ShortChar09 MfgCube. Epicor 9 | 9. 6.

enter XXXCubeBackLogOrders (where XXX are your initials) and click OK. Copy an Existing Query 1. Select zMfgCubeBacklogData and click OK. In the Description field. click Clear. This is the Cube ID for the first Executive Query you created. 2. enter XXX Backlog Data Cube Query (where XXX are your initials).CubeID = 'XXXCubeBackLogOrders' And MfgCube. The Copy Query window displays. Epicor Software . click SVSalesBacklog. On the Standard toolbar. Navigate to the General sheet and view the Query Phrase section.40 | Build an Executive Dashboard Course Workshop . 8. 4. The Clear Confirmation window displays. 6. select Copy Query. 9. 2. In the Starting At field.Design the Data BAQ Create the Data BAQ that pulls the data from the first Executive Query. View the Included Tables 1. enter zMfg and click Search. enter EPIC03-XXX-OrdBLogData (where XXX are your initials) and click OK. Click Save. In the Query ID field. In the Value field. Select the Shared check box. From the Actions menu. 11. 10. Your phrase should look like this: for each MfgCube no-lock where MfgCube. click Yes.Dimension2Date > 01/01/1901. Click Query ID. Click Save. 4. 7. Navigate to the PhraseBuild > TreeView > Criteria sheet. In the Business Activity Query Designer. To the Clear this form? message. Notice the current criteria: Cube ID = SVSalesBacklog. In the FilterValue column. The Specify a Value window displays. 3. navigate to the General sheet. 5. 3. 5.

Click the Analyze button. 3. To the Syntax is OK message. These queries are linked to Executive Queries. 2. 6.CubeID MfgCube. Navigate to the Analyze sheet. Epicor 9 | 9. Click Save.Executive Dashboard Display Setup | 41 Verify the BAQ Fields 1. 2.DateBucket Calculated. 7. Review the data retrieved by the query. The Query Results grid populates with data.Dimension2ID MfgCube. Construct and View the New Executive Dashboard You have created the minimum of five BAQs and you can now add them to a dashboard. Verify the following fields display in the Display Column(s) section: Full Name MfgCube.Dimension1ID MfgCube.Dimension2Date MfgCube.Dimension1 MfgCube.OpenQty Label Company Cube ID Dimension 1 Dimension 1 ID Dimension 2 Dimension 2 Date Dimension 2 ID Release Count Date Bucket Open Qty Open Value Analyze and Test the BAQ 1. click OK.Company MfgCube.ValueInt01 Calculated. Navigate to the Display sheet.Dimension2 MfgCube. so adding them to the dashboard allows you to create an Executive Dashboard.OpenValue Calculated. 4. 5.601 . Exit the Business Activity Query Designer.05. Click the Test button.

3. The Dashboard Query Properties window displays. select Developer. 2. select New Query. 4. 4. enter EPIC03 and click Search. If necessary. In the Dashboard Query Properties window. add the Dimension. and Data BAQs you created to the Executive Dashboard and finalize its layout. Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard 1. In the Dashboard Query Properties window. 3. 5.Construct and View the New Executive Dashboard In this workshop. In the Starting At field. From the New menu. The Dashboard Query Properties window displays. You must be in the Developer Mode to create a new Dashboard.42 | Build an Executive Dashboard Course Workshop . 5. Add the Dimension BAQ to the Dashboard 1. Construct the Executive Dashboard Navigate to the Dashboard. Select EPIC03-XXX-OrdBLogDimension (where XXX are your initials) and click OK. From the New menu. select New Query. Add the Data BAQ to the Dashboard 1. enter EPIC03 and click Search. Select EPIC03-XXX-OrdBLogDimDtls (where XXX are your initials) and click OK. Click Query ID. Click Query ID. Add the Dimension Details BAQ to the Dashboard 1. In the Starting At field. select New Query. From the New menu. 2. enter EPIC03 and click Search. click OK. The Dashboard Query Properties window displays. Click Query ID. Epicor Software . 2. from the Tools menu. click OK. 3. Dimension Details. In the Starting At field.

enter XXX-OrdBLogStatus (where XXX are your initials). click Save. 6. Click the Clear All button. Add a Second Grid View for the Data BAQ The two data grids track sales order backlog status by week and by day. In the Display Columns list. click Refresh All. This check box now displays on the Dashboard toolbar. In the Dashboard Grid Properties window. Epicor 9 | 9. At the bottom of the dashboard. 4. In the Caption field. 2. view the two identical grids that display. 7. 5. right-click the EPIC03-XXX-OrdBLogDimension: Summary (where XXX are your initials) grid and select Properties. The Dashboard Grid Properties window displays. 3.601 . 3. Create the Executive Dashboard Definition 1. The Executive Dashboard populates with data.DimensionID. Select the Enable Refresh All check box. In the Description field. In the Dashboard Query Properties window. In the Dashboard ID field. In the tree view. On the Standard toolbar. enter XXX-Sales Order Backlog Status (where XXX are your initials). click OK. select MfgCubeDim. 5. click OK. 4. The Save As window displays. Select EPIC03-XXX-OrdBLogData (where XXX are your initials) and click OK. This grid displays a single column. View the Executive Dashboard. On the Standard toolbar. right-click the EPIC03-XXX-OrdBLogData: XXX Backlog Data Cube Query (where XXX are your initials) and select New Grid View. 2.05. Click OK.Executive Dashboard Display Setup | 43 4. 1. Adjust the Dimension Grid 1. This is the dashboard's top grid. The Dashboard Grid Properties window displays. 2. In the tree view. delete the content and enter Dimension ID.

4. right-click the EPIC03-XXX-OrdBLogDimension: XXX Backlog Dimension Cube Query (where XXX are your initials) query and select Properties. enter DimID. Click OK to exit the Dashboard Query Properties window. 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. 3. 1.DimensionID.44 | Build an Executive Dashboard Course 5. Select the Publish to Title check box. Epicor Software . 5. Navigate to the Filter sheet. The Dashboard Query Properties window displays. 10. In the Condition field. This is the first Cube ID you created. select =. select MfgCubeDim. In the Value field. select MfgCubeDim. view the Dimension ID grid. enter Dimension. select MfgCube. In the field under the Publish to Title check box. 7. you must define what is being published and subscribed to on the dashboard through each query. 2. 4. right-click the EPIC03-XXX-OrdBLogDimDtls: Summary (where XXX are your initials) grid and select Properties. 5. This check box indicates that the title of the query displays specific information from a selected column. 3. The Dashboard Grid Properties window displays. 2. In the tree view. Adjust the Dimension Detail Grid 1. select MfgCubeDim.DimensionID and DimID_Format15. delete the content and enter Dimension Detail. In the Display Columns list.DimensionID field. 11. and filter the grid data. DimID_Format15 is a calculated field that gets the first fifteen characters from the MfgCubeDim. Navigate to the Publish sheet. Click OK. 9. In the tree view. Click the Clear All button. Navigate to the Filter sheet.Dimension1. In the ColumnName field. 8. In the Publish Columns section. In the Title caption field. In the Caption field. 12. enter XXXCubeBackLogOrders (where XXX are your initials). At the top of the Executive Dashboard. 6. In the Caption field.CubeID.

select DateBucket. In the Value field. The Dashboard Grid Properties window displays. 4. 3.ShortChar09. The grid is now grouped by Dimension 1. Click OK to exit the Dashboard Grid Properties window. 7.Dimension1 • MfgCube. Adjust the First Data Grid 1. Right-click inside the Weekly Backlog by Dimension Detail panel and select Show Group By. Release the column when the red arrows display. 10.601 . Click OK to exit the Dashboard Grid Properties window. 12. 7.Executive Dashboard Display Setup | 45 6. select =. This is the condition that displays the weekly detail on the grid. select MfgCube. In the ColumnName field. In the Value field. Click Clear All. In the Condition field. In the Dimension ID grid. In the ColumnName field. In the Condition field. View the Executive Dashboard. In the tree view.Dimension2Date • MfgCube. right-click the first EPIC03-XXX-OrdBLogData: Summary (where XXX are your initials) grid and select Properties. select EPIC03-XXX-OrdBLogDimension. 9.ValueInt01 • DateBucket • OpenQty • OpenValue 5. select the following columns: • MfgCube. 8. 9. enter Weekly. select CustID and view the customer list that displays in the Dimension 1 grid. In the Caption field. This is the field published from the first query.Dimension: DimID_Format15. 2. delete the content and enter Weekly Backlog by Dimension Detail.05. In the Display Columns list. Navigate to the Filter sheet. 11. Epicor 9 | 9. Drag the Dimension1 column header up to the gray bar above the column headings. 6. select =. 10. 8. 11.

Epicor Software . In the Publish Columns list. 3. 2. right-click the EPIC03-XXX-OrdBLogDimDtls: XXX Backlog Dimension Details Cube Query (where XXX are your initials) and select Properties. Click the Clear All button. In the tree view. The Dashboard Query Properties window displays. delete the content and enter Sales Backlog Dimension Details.ValueInt01 • DateBucket • OpenQty • OpenValue 5. 4. 4. Right-click inside the Daily Backlog by Dimension Detail panel and select Show Group By. This is the condition that displays the daily detail on the grid. 11.Dimension2Date • MfgCube. Click OK to exit the Dashboard Grid Properties window. In the Condition field.46 | Build an Executive Dashboard Course Adjust the Second Data Grid 1. 6. Drag the Dimension1 column header up to the gray bar above the column headings. In the Caption field. select DateBucket. The grid is now grouped by Dimension 1. delete the content and enter Daily Backlog by Dimension Detail. enter Daily. In the ColumnName field. 3. 10.Dimension1 • MfgCube. Navigate to the Publish sheet. Navigate to the Filter sheet. select the following columns: • MfgCube. select MfgCube. The Dashboard Grid Properties window displays. In the Value field. In the tree view. 2. In the Caption field. In the Display Columns list. Release the column when the red arrows display. 9. 8.ShortChar10. Define the Publish Parameters for the Dimension Details Query 1. 12. select =. 7. right-click the EPIC03-XXX-OrdBLogData: Summary (where XXX are your initials) grid and select Properties.

2. 5. select MfgCube. Navigate to the Filter sheet. In the Caption field. select MfgCube. 8. 6. select EPIC03-XXX-OrdBLogDimension. click Save. right-click the EPIC03-XXX-OrdBLogData: XXX Backlog Data Cube Query (where XXX are your initials) and select Properties.DimensionID (where XXX are your initials). delete the content and enter Dimension Detail Backlog. In the tree view. Select the Publish to Title check box. select =. 9. 7. In the Value field. 6. right-click the EPIC03-XXX-OrdBLogData: Sales Backlog Cube Data (where XXX are your initials) query and select New Chart View. In the Caption field. In the Condition field.ShortChar10. select MfgCube. Navigate to the Filter sheet.Dimension2Date. In the ColumnName field.Dimension1ID. 2. 3. Click OK to exit the Dashboard Query Properties window. In the tree view. 7. Epicor 9 | 9. 6. It now displays Dimension Detail: and the information you selected in the Dimension Detail grid. In the Group By: (Z-axis) section. View the Dashboard title. delete the content and enter Sales Backlog Cube Data. In the ColumnName field. 5. In the field under the Publish to Title check box. This field is published from the Dimension query. In the Chart On: (Y-axis) section. 7. In the Chart By: (X-axis) field. 4.05. enter Dimension Detail:.601 . select MfgCube. 4. Define the Subscribe and Filter Parameters for the Data Query 1. select OpenQty and OpenValue.Dimension 1. On the Standard toolbar. In the Title caption field.Dimension: MfgCubeDim. Click the Refresh All icon. 3. The Dashboard Chart View Properties window displays. select DateBucket. 8. Click OK to exit the Dashboard Query Properties window. The Dashboard Query Properties window displays. Insert a Graph Chart View 1.Executive Dashboard Display Setup | 47 5.

If necessary. select PieChart3D. You can now add a second condition. This Chart View displays daily information based on data selected in the Dimension Details query. select OpenValue.Sales Backlog Dimension Details: MfgCube. 12. You can also adjust the size of other grids to see the Chart View properly. Click OK. In the tree view. 14. select EPIC03-XXX-OrdBLogDimDtls. or move the Dimension Detail Backlog Chart View upward in the Dashboard. 7. 11. 10. In the Chart On: (Y-axis) section. In the ColumnName field. 16. In the Chart Type field. In the Condition field. enter Daily and press Tab.ShortChar10 (where XXX are your initials). In the Settings pane. In the Value field. 4. In the ColumnName field. 6. 9. select =. 5. The Dashboard Chart View Properties window displays. In the Chart By: (X-axis) field. 10. 15. Navigate to the Filter sheet. click Save. In the Value field. right-click the EPIC03-XXX-OrdBLogData: Sales Backlog Cube Data (where XXX are your initials) query and select New Chart View. 13. 2. In the Condition field. This field is published from the Dimension Details query. 9. In the Chart Type field. select =. On the Standard toolbar. On the left side of the Dimension Detail Backlog Breakout Chart View. the Dimension Detail Backlog Chart View displays. In the Caption field. On the left side of the Chart View. At the bottom of the Dashboard. In the Value field. In the Condition field. Epicor Software . enter Daily. 8. Click OK. click Settings. 11.Dimension1. delete the content and enter Dimension Detail Backlog Breakout. Insert a 3D Chart View 1. scroll down to see the entire Settings pane. click the Refresh icon. click Settings. 3. select MfgCube. select DateBucket. select MfgCube.48 | Build an Executive Dashboard Course 8. select LineChart. 17. select =.Dimension1.

Adjust the width of the Sale Backlog Dimension Details panel to display as approximately one fifth of the Dashboard screen. Once in position. 11. Menu Path: Executive Analysis > ShopVision > Sales Backlog Analysis 14. 8. with the Sales Backlog Dimension Details panel below it. On the Standard toolbar. 5. Click the push pin icon to hide the tree view. On the Standard toolbar. Click the Sale Backlog Dimension Details panel and move it to the left side of the screen. In the Settings pane. 10. release the Daily Backlog by Dimension Detail panel. Verify the dashboard functionality. On the Standard toolbar. Epicor 9 | 9.05. click Save. 7. Weekly Backlog by Dimension Detail and Daily Backlog by Dimension Detail. 9. Click the Dimension panel and move it to the upper left corner of the Sale Backlog Dimension Details panel. click Refresh All. click the Refresh icon. Move the sheets around and save the layout as your default view. selectLayouts > Save Layouts As Default. 2. These two Chart Views now display next to each other on the same panel. From the Tools menu. Click the Dimension Detail Backlog Breakout Chart View and move it upward towards the Dimension Detail Backlog Chart View. 1. Remain in the Dashboard. 6. Click the Daily Backlog by Dimension Detail panel and move it upwards towards the Sales Backlog Cube Data panel. 3. 12. You can compare the layout to the ShopVision Sales Order Backlog Analysis Dashboard. The Sale Backlog Dimension Details panel now displays as the half portion of the Dashboard. 13. Select items in Dimension grids and view the data on the other grids and charts. click Save. Position the Dimension Detail Backlog Breakout Chart View to display on the same panel as the Dimension Detail Backlog Chart View. The Sales Backlog Cube Data panel now displays two sub-panels. 13. Position the Dimension panel so that it displays on top of the left portion of the Dashboard. Create a Multi-Pane Executive Dashboard View The model ShopVision Sales Order Backlog Analysis Dashboard has a default view with multiple panes for ease of use and better data assessment.601 .Executive Dashboard Display Setup | 49 12. 4.

Use the Application Builder process to compile the dashboard definition into an User Interface (UI) finished assembly and deploy it to the server.50 | Build an Executive Dashboard Course Build and Deploy the Executive Dashboard After you finish you dashboard design. Epicor Software . you can build and deploy it to other users.

On the Standard toolbar. 5. Building the AppBuilder Assembly may take few moments. 16. 3. From the Options menu. selectAdd Menu Tab and Add Favorite. 2. From the Tools menu. 6. and drag and drop it into the Menu Items sheet.dll file is created and deployed on the server. 4. Notice that the Dashboard is also embedded on the Main menu as a new sheet. Notice the cursor changes to a drag-drop-copy. From the Tools menu. Navigate to the Favorites sheet and verify Dashboard Assemblies group is open. On the Main menu. The Deploy UIApp Assembly window displays. Click the Menu Groups sheet and navigate to Sales Management > Order Management > General Operations . 13. 11. select Developer Mode. Click the Dashboard Assemblies Favorites Group and view the XXX-Sales Order Backlog Status (where XXX are your initials) dashboard.05. click the Favorites bar. Click the Menu Items sheet to view the content of the folder. select Application Builder > Deploy UI Application. The Deploy Dashboard Assembly window displays. The dashboard displays in a new window that users can see once it is deployed. Right-click the XXX-Sales Order Backlog Status (where XXX are your initials) dashboard. 14. 1. In the Copy Menu Item window. In the Deploy UIApp Assembly window. 7.601 . 9.Build and Deploy the Executive Dashboard In this workshop. The Executive Dashboard is now available to all users. Click Refresh All to refresh the data and close the window. click Save. 15. 8.Executive Dashboard Display Setup | 51 Workshop . 12. select Application Builder > Test UI Application. The message displays the location where the . Epicor 9 | 9. Close the XXX-OrderBLogStatus (where XXX are your initials) dashboard and ShopVision Sales Order Backlog Analysis. In the Deploy Dashboard Assembly window. 10. and click Deploy. click OK. click OK. build and deploy the Executive Dashboard as the UI Application.

Please take a moment to let Epicor know how to serve you better by completing a course evaluation at http://www.keysurvey.52 | Build an Executive Dashboard Course Conclusion Congratulations! You have completed the Build an Executive Dashboard course. Your feedback provides the guidelines for the future direction of Epicor education. Epicor Software .com/survey/191084/2e21/ or by clicking the Course Evaluation link below.

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