Replies posted by McKessonHVS

3 Replies

M
McKessonHVSNew Participant
asked in Kinetic & Epicor ERP

Filtering information for a dashboard

Management is looking for a one-page list that basically summarizes the whole path from open Purchase orders through jobs to project. We recently switched from buying to Job to buying to Inventory and drawing the lines through on-hand and through POs is the crux of the issue. I’ve come up with an acceptable compromise for that, but we’re still encountering problems. Your suggestion of the “IsSummary” table sounds like something I want to explore, but I’m not sure how that is done.

9
mwilson
2 years ago
M
McKessonHVSNew Participant
asked in Kinetic & Epicor ERP

Filtering information for a dashboard

All of these have been good suggestions, however, they have been resulting in other errors. Since I’m disconnecting some parts of the inquiry at times and not others it is resulting in some fields in my calculated fields to produce “unbound” errors that are referring to those parts of the inquiry. Trying to put those in calculations in “case” phrases resulted in other errors since, in these situations, there is nothing for the column to report.I have been trying different ideas about how to fix these errors and my solutions just create more. This inquiry is linking more than 15 tables and has 4 subqueries. At present, I’m asking the client if I can present this as 4 reports that can be exported to Excel that will have to be manipulated outside of Epicor. That will reduce this to a much simpler data-gathering exercise and eliminate the duplicated data I’m trying to avoid.

9
mwilson
2 years ago
M
McKessonHVSNew Participant
asked in Kinetic & Epicor ERP

Filtering information for a dashboard

Thank you so much. This has given me the clue I need in a number of places that has been aggravating me. I hadn’t realized you can type the calculated field name into the table relation section. It’s almots too easy and obvious now.

9
mwilson
2 years ago
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