Hello,
Good day to all.
I am wondering whether I can copy the chart from dashboard to Microsoft Excel.
Currently I am using snipping tool to snapshot the chart from dashboard.
It would be great I can right click and copy the chart to Excel.
I hope there is some reply.
Thanks & Regards,
Beh
The formatting and links would be different, so even if there was a copy to excel function, it wouldn’t be any better than a screen shot like you are already doing.
If you want something better, if you set up REST you can bring in the BAQ directly into Excel and make the chart in excel. I haven’t done the chart thing yet, but you can refresh the BAQ in excel and theoretically, the chart should change with it. I’m not sure how a changing number of rows would affect that though 
. Might have to try that out today…
edit: just checked your version, and REST isn’t enabled on 10.1.400, so you would have to upgrade to make this work. Bummer.
Since REST isn’t an option, another way would be to have a grid-view of the data the chart uses and copy/paste it manually into Excel and let Excel build the chart. Not as clean and easy as REST I admit but not much harder than copy/past a snipped chart.
When you copy and paste, doesn’t excel lose the relations to the cells? (without a named selection that is).
I have done a master Excel spreadsheet for some users that allows the SQL from the “General” tab of a BAQ to be pasted into one sheet and then return the data into another sheet. That has proved quite versatile for things like this. You can set up a chart to deal successfully with fluctuating numbers of rows.
The problem is that you do really need to make sure the access to the database is under your control if you do this.
i have done many Excel files using this idea, you can control that by setting the SQL username as read only, i am waiting for our upgrad to 10.2 to set REST and use it instead, as @Randy said this is much better way of exporting data from Epicor, it will definitely save building the query in Microsoft Query and call it from epicor BAQ directly.
This one is a bit different, because you can literally paste the output from the BAQ editor directly into the spreadsheet and get a result. It reinterprets the special “Epicor-ness” of the SQL and gets the data directly from the database, and nobody needs to bother with MS Query.
It means you can be sure that the Excel version exactly matches what people otherwise see in a dashboard, which is why it’s the kind of thing that the original poster might need, especially as REST is not available to them.
very interesting, in this case, i would love to see how did you do that if you do not mind, really appreciate that.
Yes, exactly. Copy/Paste the grid data from the dashboard into Excel then let Excel to the heavy lifting to creating the chart(s) and even Pivot tables. I’ve used this many times over the years.
Another option, is as @A.Baeisa mentioned of building the query in Excel and then use a connection to the database to pull the data directly without as much user intervention. This was a no-go for us for security compliance issues.
Sorry maybe I’m not being very clear about this! There’s probably no need for me to clarify since it’s a niche interest anyway … but the whole point of this is that you don’t paste the data, you paste the SQL output of the BAQ editor. That means if you regularly want to do Excel-type things with what you see in a particular dashboard, you just open it up and the data is there and matching already.
@A.Baeisa - the workings are VBA in an Excel spreadsheet. If you want a copy it’s probably easiest if I send one direct and you have a play with it.
yes i would love to, please do so, i use this a lot, it is annoying me very much that i need to construct the queries twice, one in Epicor BAQ and second time in Microsoft query, plus MQ has its own limitation on multiple left-join links.
[quote=“dhewi, post:10, topic:48823”]
… the workings are VBA in an Excel spreadsheet… [/quote]
Ah, yes, I get what you mean now.