Hello I am trying to create a BAQ that will show products sold in particular year. Since there are more then one part sold in one year I need to add them up to create a total. Then graph that in a dashboard. I can’t use the Summary because I want to drop off QTY’s lower then 10pcs. I do that in I am using 9.05.702A
You mean that you want to drop all parts for which you’ve sold less than 10 total in the year? If so, I don’t think that is possible within Epicor 9 using only the dashboard and BAQ modules.
I think you could do this using either an executive dashboard (Ch 9 of ICE Tools). I don’t have any experience with these personally though. External query (Ch 4 of ICE Tools) could be another option. You’d have to manipulate the data outside of Epicor to get the records you want. Also don’t have experience with that.
You could also set up a BAQ export process/System Agent Schedule to csv, pull the csv into an xlxs file using Power Query Excel add-on, and use a Pivot table to filter and display the records you want. I do have experience with this, can provide more info if you want to go this way.
Is it crucial to filter out parts for which you’ve sold less than 10 total in the year? If not, you could just do BAQ and dashboard.
You should be able to do that by marking the table as a summary table and
then total by part for a given Year.
Then filter the results to pull out the under 10 amounts.
Brad
Wow, that is awesome Brad. Didn’t know you could do that.