Does Epicor Data Discovery allow you to cache the results on a schedule like once a day so you aren’t constantly recalculating complex data sets (like Power BI for example)?
We have some really complex reports that are currently being emailed out every day. I would prefer to have this information available on the home page in Epicor or on a dashboard in EDD, but as far as I can tell (have not got very far into it), the only way to build a view in EDD is to reference a BAQ, which seems like it will then rerun every time the page is loaded?
From a system performance perspective, continuing to email out a spreadsheet of the results every day seems preferable, at least that way the data is only generating once and not 100+ times a day.
Is there some other solution that doesn’t involve external integration?
This sounds a bit like what an Executive Query can do, if you have the Executive Analysis module. There are some here who are more familiar with them than I am.
And in the event of a Business Email Compromise, all that data is exposed. Storing reports in ECM or SharePoint gives you the ability to see when and who read the report as well.
@Mark_Wonsil was on the right track. I forget the specifics, but an executive query lets you generate a dataset on a schedule. The resulting dataset can then be used to create a dashboard. I believe the data exists as a BAQ that could probably be used in Data Discovery
I have used an executive query to record how many suggestions buyers had each day.
You set up a query by giving it a “Cube” ID.
The query then can be run and added to the prior results.
It also is a means of creating different summaries.
By running the executive query it becomes results in a flat table that responds very quickly.