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Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate 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 aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake 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 ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin 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 accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicoris a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of

Epicor Software Corporation.

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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.........................................................................................................12

Workshop - Review the Executive Dashboard Layout...............................................................................12

BAQ and Executive Query Setup.........................................................................................14

Create Schedules...........................................................................................................................................15

System Agent Maintenance > Detail.......................................................................................................15

System Agent Maintenance > Schedules.................................................................................................15

Workshop - Create Schedules.................................................................................................................15

Create a New Schedule...................................................................................................................15

Choose a Schedule Type..................................................................................................................15

Define the Run Dates and Run Times...............................................................................................16

Establish a Process Set....................................................................................................................................16

Workshop - Establish a Process Set.........................................................................................................16

Schedule the Process Set................................................................................................................................17

Workshop - Schedule the Process Set......................................................................................................17

Define the Source Business Activity Query......................................................................................................18

General..................................................................................................................................................18

Query Builder..........................................................................................................................................18

Update...................................................................................................................................................18

Analyze..................................................................................................................................................19

Where Used............................................................................................................................................19

BAQ Search............................................................................................................................................20

Workshop - Define the Source BAQ........................................................................................................20Copy an Existing BAQ......................................................................................................................20

Analyze and Test the BAQ...............................................................................................................20

Formulate the Executive Query Against the Source BAQ.................................................................................22

Field Mapping Sheet...............................................................................................................................23

Save to Process Set.................................................................................................................................24

Limitations..............................................................................................................................................24

Workshop - Formulate the Executive Query Against the Source BAQ.......................................................24

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Create the Base Cube Query............................................................................................................24

Schedule and Name the Query........................................................................................................25

Map the Query Fields Using MicrosoftExcel ...............................................................................25

Map the Query Fields Manually........................................................................................................26

Submit and Save the Executive Query..............................................................................................27

Verify the Process Set......................................................................................................................28

Build the BAQ and Executive Query Against Data Dimensions.........................................................................29Workshop - Build the BAQ Against Data Dimensions..............................................................................29

Copy an Existing BAQ......................................................................................................................29

Modify Cube Reference...................................................................................................................29

Verify the Query Phrase...................................................................................................................30

Verify the BAQ Fields.......................................................................................................................30


Workshop - Add the Executive Query Against Data Dimensions..............................................................31

Create the Base Cube Query............................................................................................................31

Schedule and Name the Query........................................................................................................31

Map the Query Fields.......................................................................................................................31Save the Executive Query to a Process Set........................................................................................32

Verify the Process Set......................................................................................................................32

Executive Dashboard Display Setup....................................................................................33

Produce the Dimension BAQ..........................................................................................................................33

Workshop - Produce the Dimension BAQ ...............................................................................................33

Copy an Existing Query....................................................................................................................33



Create the Dimension Details BAQ.................................................................................................................34

Workshop - Create the Dimension Details BAQ.......................................................................................35Copy an Existing Query....................................................................................................................35




Design the Data BAQ.....................................................................................................................................36

Workshop - Design the Data BAQ...........................................................................................................36

Copy an Existing Query....................................................................................................................36




Construct and View the New Executive Dashboard........................................................................................38

Workshop - Construct and View the New Executive Dashboard..............................................................38

Add the Dimension BAQ to the Dashboard......................................................................................39

Add the Dimension Details BAQ to the Dashboard...........................................................................39

Add the Data BAQ to the Dashboard...............................................................................................39

Add a Second Grid View for the Data BAQ......................................................................................39

Refresh the Dashboard Definition....................................................................................................40

Adjust the Dimension Grid...............................................................................................................40

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Define the Publish and Filter Parameters for the Dimension Query....................................................41

Adjust the Dimension Detail Grid.....................................................................................................41

Adjust the First Data Grid................................................................................................................42

Adjust the Second Data Grid...........................................................................................................43

Define the Publish Parameters for the Dimension Details Query........................................................43

Define the Subscribe and Filter Parameters for the Data Query.........................................................44

Insert a Graph Chart View...............................................................................................................44Insert a 3D Chart View....................................................................................................................45

Create a Multi-Pane Executive Dashboard View...............................................................................46

Build and Deploy the Executive Dashboard.....................................................................................................47

Workshop - Build and Deploy the Executive Dashboard...........................................................................47

Workshop - Disable the Recurring Schedule............................................................................................48

Conclusion.............................................................................................................................49


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Build an Executive Dashboard Course

This course explores the Business Activity Queries (BAQ), Executive Queries, and process sets building processesnecessary for Executive Dashboard data organization and data visualization. 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 basedon current application data. Create complex data views using the Executive Dashboard functionality, which displaythrough multiple dimensions in both grid and graph formats.

This course uses the ShopVision Sales Order Backlog Analysissystem dashboard to demonstrate the ExecutiveDashboard construction process.

Upon successful completion of this course, you will be able to:

Understand the purpose of the Executive Dashboard.

Learn the specific building terms of Executive Dashboards and Executive Queries.

Understand how to create a process flow and data displaying process within an Executive Dashboard.

Build a source Business Activity Query (BAQ) to query application data.

Establish an initial Executive Query to schedule cube builds.

Define the dimensions of the cube information buckets.

Construct a Business Activity Query (BAQ) to query the cubes.

Run the Executive Query to populate the cubes.

Design and produce Data, Dimension, and Dimension Details Business Activity Queries (BAQs).

Create and view the data on the Executive Dashboard.

Build and deploy the Executive Dashboard to the Main menu for general use.


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Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

Business Analysts

System Administrator

IT/Technical Staff

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your trainingenvironment. For more information on the modules available, contact your Epicor Customer Account Managerat [email protected]. It is also important you understand the prerequisite knowledge contained in othervaluable courses.

Navigation Course- This course introduces navigational aspects of the Epicor application's user interface.Designed for a hands-on environment, general navigation principles and techniques available in two userinterface modes - Classic Menuand Modern Shell Menu. Workshops focus on each of these modes andguide you through each navigational principle introduced.

Introduction to the Dashboard Course- This course provides an introduction to the dashboard - apersonalized information and a command center.

Advanced Dashboard Course- This course shows you how to display information through a variety ofDashboard views using advanced techniques.

Business Activity Queries Course- This course introduces the Business Activity Query (BAQ) Designer dataextraction tool. It discusses data location concepts and provides an overview of query building techniquesusing the Query Builder, the Criteria Wizard, and the Calculated Field Wizard.

Database Concepts Course- This course reviews the table and field name identification process using FieldHelp, Customization Tools, and the Data Dictionary Viewer functionality. It also describes table linkingprocedures and requirements as well as join type definitions and specifications.

Non-course Prerequisites:

Exposure to other database query programs. Fundamental knowledge of relational database concepts such as table relationships, records, and field

types.

Understanding of the functionality of the current release of the Epicor application.


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Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfullycomplete the workshops in this course.

Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experienceEpicor functionality in action but does not affect data in your live, production environment.

The following steps must be taken to successfully complete the workshops in this course.

1. 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 yourEpicor training environment with the Epicor demonstration database installed.Do not completethe course workshops in your live, production environment.

Note It is recommended that multiple Epicor demonstration databases are installed. ContactSupport or Systems Consulting for billable assistance.

The Epicor demonstration database is at the same service pack and patch as the Epicorapplication.Epicor's education team updates the Epicor demonstration database for each service packand patch. If your system administrator upgrades your Epicor application to a new service pack or patch,he or she must also download the corresponding Epicor demonstration database from EPICweb > Support> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completingthe course workshops.

Your system administrator restored (refreshed) the Epicor demonstration database prior tostarting this course.The Epicor demonstration database comes standard with parts, customers, salesorders, and so on, already defined. If the Epicor demonstration database is shared with multiple users(that is, the database is located on a server and users access the same data, much like your live, productionenvironment) and is not periodically refreshed, unexpected results can occur. For example, if a courseworkshop requires you to ship a sales order that came standard in the Epicor demonstration database,

but a different user already completed this workshop and the Epicor demonstration database was notrestored (refreshed), then you will not be able to ship the sales order. Epicor's education team has writtenthe course workshops to minimize situations like this from occurring, but Epicor cannot prevent usersfrom manipulating the data in your installation of the Epicor demonstration database.

2. Log in to the training environment using the credentials manager/manager. If you are logged into yourtraining environment as a different user, from the Options menu, select Change User.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main site.


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Overview

The functionality behind the Executive Dashboard employs an Executive Query to analyze a linked Business ActivityQuery (BAQ) and dimensionally summarize its data. Executive Queries are tied to process sets, which return the

data as defined by the underlying BAQ when executed. This returned dataset creates an informational bucketcalled a cube. This cube is the foundation for creating data groups that are summarized and published using theExecutive Dashboard.

Executive Dashboard Flow

The following diagram outlines this process and shows the three dimensions, or tables, that result in the database,and eventually generate the data displayed on the Executive Dashboard. These are the cube (SysCub), the definition(SysDef), and the dimension (SysDim) tables.

A- A Business Activity Query (BAQ) pulls specific data from the database based on the table and field criteriaon the BAQ.

B- The BAQ passes the table and field criteria to the Executive Query.

C- The Executive Query aggregates the dimension data defined through field mapping and saves the resultsto the database into the cube (SysCub), the definition (SysDef), and the dimension (SysDim) tables.

SysCub- This table contains the primary data record created by the Executive Query. It stores the dimensionpair and all the fields, as defined through the field mapping, that the Executive Query aggregates.

SysDef- This table stores all the SysCubeID values. It also contains identifier creation dates.

SysDim- This table contains the unique list of the BAQ data dimension fields mapped within the ExecutiveQuery. Both the Dimension 1 and Dimension 2 data field values are stored within this table, so you must

use a filter to select the appropriate dimension list. These are the values that display in the Dimension IDpanel within the Executive Dashboard. This is the unique list of the mapped fields such as Country, ProductGroup, Customer and so on. Specific data such as Mexico, Fabricated, and Dalton is not contained in thistable.

D- The dimension results are then queried using another BAQ.

E- The BAQs are added to a dashboard and the Executive Queries populate the data that displays on theExecutive Dashboard.


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Executive Dashboard Terms

Below is the terminology necessary to understand the Executive Dashboards and Executive Queries creationprocess.

Executive Query- The Executive Query is a query that uses several Business Activity Queries (BAQs) to pullits contents. The BAQs work together to create a unique datasource for display on the Executive Dashboard.

Process Set- A Process Set is a collection of tasks and queries that can be combined into the foundation of

an Executive Dashboard, or other BAQs. The process set is executed immediately or through an establishedschedule. Once executed, the process set populates the underlying queries for the Executive Dashboard.

Cube- A Cube is the virtual information bank for the Executive Query results. Very similar to the concept ofdata mining, the Cube populates as a result of the scheduled Process Set, and provides layers of details usedto display dimensions on the Executive Dashboard.

Dimension- A dimension is a group definition. You can use many dimensions and they are always analyzedin pairs.

Dimension Pair- Two dimensions are analyzed and assigned a set number. Dimension 1 is the first groupdefinition that displays data inside an Executive Query and Dashboard. Multiple dimensions are allowed. Youcannot use the Date field for a Dimension 1 value, you can only use it as a Dimension 2 value.

Field Mapping- This is the data groupings term. Dimension 1 and 2 are paired up to match one set of fieldmapping. You can use four controls for the field mapping selection: dimension, decimal, integer, and character.You can create nearly an unlimited number of field mapping dimension sets for each BAQ.

ShopVision Overview

Use the ShopVisionmodule to display strategic data required for critical short-term and long-term decisionmaking. The data displays in a dynamic graphic tool that allows you to sort, group, and view data in a variety ofgraphic formats such as a pie chart, bar chart, or l ine chart.

The following is the list of available ShopVision dashboards along with suggested refresh intervals:

SuggestedRefresh

DescriptionDashboard

Once a dayDisplays the weekly cash flow of a selected book. You can thistracker to analyze where cash is moving; it divides the cash data

Cash Flow

into different buckets like Open AR, Available Cash, Open Orders,and so on.

Once a dayDisplays aggregated shipping data through a series of dashboardviews. Data is represented using color-coded graphs, charts, and

Customer ShippingPerformance

tables, and can be filtered by parameters such as customer, part,site, and shipping method.

Once a dayDisplays high-level summaries of data to enable executives to

monitor sites by different parameters, analyze performance, andidentify trends over various periods

Site Performance

Every four hoursMonitors open orders by different parameters, such as customerand site, analyze performance, and identify trends over variousperiods.

Sales Order BacklogAnalysis

Once a dayDisplays high-level summaries of data to enable executives tomonitor supplier performance by different parameters such as

Supplier Performance

customer and site, analyze performance, and identify trends overvarious periods.

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Executive Dashboard Layout

If your company uses the ShopVisionmodule, you already have several Executive Dashboards available forreview. These dashboards display current information on shipping performance, site performance, and so on.

Use the ShopVision dashboards as examples for building your own Executive Dashboards.Review the ShopVision Sales Order Backlog AnalysisExecutive Dashboard before you create queries and thedashboard itself.

Sales Order Backlog Analysis

The Sales Order Backlog Analysis tracker displays aggregated order backlog data through a series of dashboardviews. Data is represented using color-coded graphs, charts, and tables, and can be filtered by parameters suchas customer, order, part, site, ship-to, and sales territory.

Unlike the Sales Backlog Tracker (accessible from the Sales Management > Order Management > Reports folder),which displays details such as sales order number, the Sales Order Backlog Analysis dashboard displays high-leveldata summaries. These summaries enables executives to monitor open orders by different parameters, such ascustomer and site, analyze performance, and identify trends over various periods.

Tip

Before you use any tracker, review the Tracker Overviewtopics within the Application Help to learn aboutits general program functionality. These topics explain the tracker interface as well as how to best searchfor specific records.

For more information on dashboard capabilities, review the Dashboardtopics. These topics explain howto personalize and customize dashboards.

View the Tracker

When you first open the Sales Order Backlog Analysis dashboard, it is blank. To populate the dashboard, clickthe Refreshbutton on the toolbar. This enables the dashboard to retrieve data from existing executive queries.

Tip The dashboard cannot display data if ShopVision Executive Queries have not been scheduled to runas process sets. An Executive Query is a special query that uses another query, called the Business ActivityQuery, to extract data from the database and return aggregated data to a special table in the Epicorapplication. Once created, an Executive Query needs to be scheduled to run as a process set. Process setsfor ShopVision Executive Queries are delivered in the standard product, but they must be scheduled to run.The system administrator usually is responsible for scheduling process sets. Inform your system administratorof the type of information you wish to view on the dashboard. Scheduling a process set to run a ShopVision

Executive Query takes a few minutes.

Tip If you are set up with Dashboard Designerrights in your user account, you can access all dashboardcapabilities for the tracker by selecting Developerfrom the Toolsmenu. In Developer Mode, you canadd dashboard elements such as queries, URLs, and grids to the tracker, and modify the properties ofexisting elements. You can also change the sheet layout of the tracker and save your layouts for the nexttime you launch the tracker. A tree view for the tracker is also available in Developer Mode.

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Schedule the Process Set

Use Schedule Process Setto schedule when a process set runs on the System Monitor. A process setis a recordthat contains tasks, such as queries and other processes, that have been assigned to it through other programs.When you run a process set, you also run all the tasks associated with that process set.

For example, if an Executive Query is assigned to a process set, it pulls data from the database and displays itwithin a dashboard.

Workshop - Schedule a Process Set

In this workshop, schedule the process set to view and to use the Executive Dashboard.

Navigate to Schedule Process Set.

Menu Path: Executive Analysis > Business Activity Management > General Operations > Schedule Process Set

1. In the Process Setfield, select SV-Sales Order Backlog / EPIC06.

2. In the Schedulefield, verify Nowdisplays.

3. In the User Descriptionfield, enter Refresh Sales Backlog Executive Dashboard.

4. On the Standardtoolbar, click Submit.

5. Exit Schedule Process Set.

Workshop - Review the Executive Dashboard Layout

In this workshop, review the Executive Dashboard. You will re-build a similar dashboard throughout the followingworkshops.

Navigate to ShopVision Sales Order Backlog Analysis.

Menu Path: Executive Analysis > ShopVision > Sales Backlog Analysis

1. Navigate to the ShopVision Sales Order Backlog Analysissheet.

2. On the Standardtoolbar, click the Refreshicon.

The Dashboard populates with data.

3. View the Dimension IDpanel.

The Dimension ID panel displays the original BAQ field name that is summarized, or aggregated, by theExecutive Query as one of the dimension pairs. Use this panel to select the dimension detail list you wish toview. Many dimension fields are available to create your complex data view.

Note

Any database field, such as Country, State, Product Group, and so on, may be a Dimension ID. AnyBAQ calculated field can also be a Dimension ID.

4. View the Dimension Detailpanel.

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The Dimension Detail panel displays the data contained in the aggregated field that is currently selectedwithin the Dimension ID panel. This list displays the unique records contained within the selected DimensionID.

5. View summary grids.

The Weekly Backlog by Dimension Detailand Daily Backlog by Dimension Detailgrids display thedata pulled in through the Executive Query. The fields you select for display through the Executive Querys

field mapping sheet are shown on this grid.

6. View the chart and the graph.The Dimension Detail Backlog - Chart Viewand the 3D Chart-Dimension Detail Backlog Breakoutare graphical visualizations of data generated by the dimension pair.

7. Exit ShopVision Sales Order Backlog Analysis.

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BAQ and Executive Query Setup

Prior to creating your custom Executive Dashboard, you must set up both a schedule and a process set. You mustalso build multiple Business Activity Queries (BAQs) and Executive Queries. The Epicor application requires a

minimum of five related BAQs and related Executive Queries to correctly display data on an Executive Dashboard.The multiple BAQs and Executive Queries you create define how data is aggregated on your Executive Dashboard,so careful consideration of what tables and fields to display is crucial. This section describes and guides youthrough how to create these components. The BAQs and Executive Queries you build are based on the systemqueries that make up the ShopVision Sales Order Backlog Analysis dashboard.

Required Queries

The queries required by the Epicor application are as follows:

1. BAQ Against Data Details- This is the base BAQ used to pull the data from the database. The relatedExecutive Query aggregates the data details.

2. BAQ Against Data Dimensions- Run this BAQ to define the dimensions that are used against the data,like Country, Salesperson, and so on. The related Executive Query aggregates the data dimensions.

3. Dimension BAQ- This BAQ is used to pull the dimension data from the first Executive Query.

4. Dimension Details BAQ- This BAQ defines the dimension options you can select from the ExecutiveDashboard.

5. Data BAQ- This BAQ is used to pull the data from the first Executive Query. It locates the SysCube datathat displays on the Executive Dashboard.

You can use the Business Activity Query to both update existing BAQs and to create custom BAQs. These queries

are the building blocks for your custom Executive Dashboard.

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Create Schedules

Use System Agent Maintenanceto establish recurring schedules and control all automatic transactions thatoccur throughout the Epicor application. Create schedules that occur during specific intervals, such as seconds,minutes, days, weeks, and months, as well as define the first run date and time for the schedule.

Once you define schedules, you can link tasks such as processes, reports, and Executive Queries to these schedules.When the system clock activates a schedule, all the tasks assigned within this schedule run.

System Agent Maintenance > Detail

Use the Detailsheet to define how the system agent interacts with the application server (AppSever). You canalso use this sheet to check on the status of the system agent.

System Agent Maintenance > Schedules

Use the Schedulessheets to add schedules to a specific system agent and to review tasks assigned to the selected

schedule. The schedule identifies how often the tasks linked to the schedule will run.

Use the Detailsheet to add schedules to a system agent.

Use the Taskssheet to review the tasks assigned to the selected schedule. Tasks are reports or processesassigned to the schedule from their respective program windows.

Workshop - Create Schedules

Before you start building an Executive Query, set up a recurring schedule in the Epicor application.

Create a New Schedule

Navigate to System Agent Maintenance.Menu Path: System Setup > System Maintenance > System Agent

Important This program is not available in the Epicor Web Access.

1. In the Agent IDfield, verify SystemTaskAgentis selected.

2. Navigate to the Schedules > Detailsheet.

3. From the Newmenu, select New Schedule.

4. In the Descriptionfield, enter XXX-Five Minute Interval Schedule(where XXX are your initials).

5. Verify the Enabledcheck box is selected.

If not, select it to activate this schedule.

Choose a Schedule Type

1. In the Schedule Typefield, select Interval.

This activates the Interval sheet.

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2. In the Minutesfield, enter 5.

Note This way you define how many minutes will pass before this interval schedule runs again.

Define the Run Dates and Run Times

1. In the Next Run Datefield, enter today's date.

This is the first day the schedule should run. The system automatically stamps the current time that will beused to calculate the next first run of the schedule.

2. Click Save.

Important After completion of the course, make sure you disable the newly created schedule.

3. Exit System Agent Maintenance.

Establish a Process Set

You must assign Executive Queries to process sets. Use Process Set Maintenanceto define the records thatthe Epicor application should use to run various automated tasks. These process sets, or series of tasks, runthrough a schedule you define in System Agent Maintenance and execute when you launch the schedule. TheExecutive Dashboard then updates its data to display the current information.

After you create the process set, other programs can add their records as tasks to run within this process set.You also subsequently launch this program to view all tasks, such as Executive Queries, reports, and processes,which are automatically run through this process set.

Example You can add reports (such as the Job Traveler) and specific processes (such as the Auto JobCompletion Process) to a process set.

Workshop - Establish a Process Set

In this workshop, define a process set, or series of tasks, and then attach it to your previously defined schedule.

Navigate to Process Set Maintenance.

Menu Path: Executive Analysis > Business Activity Management > Setup > Process Set


1. Click New.

2. In the Process Set IDfield, enter XXX-OrderBackLog(where XXX are your initials).

3. In the Descriptionfield, enter XXX-Sales Order Backlog Status(where XXX are your initials).

4. Click Save.

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Notice that the Process Set Tasksgrid is currently blank, as no tasks have been added to it. You will addtasks in later workshops, as well as attach this process set to a schedule.

5. Exit Process Set Maintenance.

Schedule the Process Set

Use Schedule Process Setto schedule when a process set is run. A process set is a record that contains tasks,such as queries and other processes, that are assigned to it through other programs. All related tasks run at thesame time the process set runs.

Workshop - Schedule the Process Set

In this workshop, schedule the process set you created in the previous workshop. You will attach two ExecutiveQueries to this process set in the following workshops. When the schedule activates the process set, the ExecutiveQueries run and refresh the Executive Dashboard with current data from the database.

Navigate to Schedule Process Set.

Menu Path: Executive Analysis > Business Activity Management > General Operations > Schedule Process Set

1. In the Process Setfield, select XXX-OrderBackLog(where XXX are your initials).

2. In the Schedulefield, select XXX-Five Minute Interval Schedule(where XXX are your initials).

3. Select the Recurringcheck box.

This check box indicates the report should be run on a recurring basis.

4. In the User Descriptionfield, enter Sales Order Backlog Status.


6. Exit Schedule Process Set.

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Define the Source Business Activity Query

The source Business Activity Query (BAQ) is the query that populates the selected data from the database. TheBusiness Activity Query Designeris the primary query creation and modification tool in the Epicor application.This BAQ is the source for all the dimensions within an Executive Query, so the multiple BAQs that you create ormodify are the building blocks for your entire Executive Dashboard display.

Many BAQ combinations are available due to the ability to link multiple BAQs through outer joins between tables.Use this functionality to create a set of common queries to both pull and calculate the data that displays on theExecutive Dashboard.

Note This course does not cover the creation of a customized source BAQ. For more information on howto create a customized BAQ, refer to Business Activity Queries course and the Application Help.

Following are the key sheets found within Business Activity Query Designer.

General

Use the Generalsheet to create your query. You define the querys identifier and description here. You alsoindicate whether or not this query should be made available to the entire company.

Query Builder

Use the Query Buildersheets to design a Business Activity Query.

The Phrase Buildsheet is where you select the tables and fields you wish to include in the query. Use this sheetto set up everything from basic queries with a single table to complex joins between multiple tables.

Five sheets are available at the bottom of the Phrase Build sheet. Use these sheets to indicate how tables arelinked together, define the relation between the tables, and specify the selection criteria for the query.

The Display Fieldssheets define which columns display and in what order they display in the query. It You canalso create and display a special calculated field you need within the current business activity query and indicateif you want to sort BAQ results through any combination of columns.

The SubQuery Optionssheet is where define subquery properties. When you construct a BAQ, use this sheetcontrol what data displays in the SQL output by selecting an appropriate subquery type. You also have the abilityto control the SQL results set. For example, you can construct an SQL text to only display top 50% of rows fromthe retrieved results set.

The SubQuery Listsheet displays the read-only information of all subqueries created within the BAQ. Allsubqueries are ordered by the sequence number. Using this sheet, you can change the order of subqueries todefine how partial query texts are concatenated in the final SQL statement.

Update

Besides using BAQs to display custom views of data, you can also create updatable business activity queries.These updatable queries have business object methods connected to them, so users can create and edit records- updating the database through the query itself.

Important Before you can create updatable BAQs, you must have both BAQ Advanced Userand BPMAdvanced Userrights. Because updatable BAQs require business process management (BPM) methodsto run, you need access to these rights as well. You activate both advanced BAQ and BPM rights withinUser Account Maintenance.

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Furthermore, in order to use BPM Update Processing via UpdateExt and Advanced BPM Processing (design,import/export and copy), the BusinessProcessManagementmodule must be licensedin your Epicor ERPinstallation. The BPM license is not required for database updates through Epicor Service Connect workflows.

You create updatable BAQs in a similar way to display only BAQs by adding tables, filter criteria, display columns,and so on. You have some extra steps, however, as you need to define which table contains the updatable fieldsand also make sure the business object methods are correctly linked to the updatable fields.

Just like a read-only BAQ, you can link as many tables in relationships as you need. Multiple tables accessed byeach BAQ can be updatable, however, so you can construct updatable BAQs that contain as many updatablefields as you need. The one limitation is that only one business object involved in each process can contain anupdatable BAQ, but because multiple updatable table combinations are possible , you should be able to createan updatable BAQ that matches your needs.

You can place updatable BAQs on smart client dashboards. After you add these dashboards to the Main Menu,they become custom data entry programs users can launch to both review current data and make any updatesthey need. Optionally, you can also use updatable BAQs on mobile device dashboards. Once you create a mobiledashboard that contains an updatable BAQ, users run this custom entry program on an iPhone, Blackberry, orother supported mobile device. Users enter data through the mobile device, directly updating the databasewherever they may be. In order to build mobile device dashboards, you must purchase a mobile device dashboardlicense from Epicor.

To complete this functionality, you can monitor the data users enter by creating Business Process Management(BPM) directives. As users enter data through an updatable BAQ, you can set up Updatable BAQ methods thatvalidate whether the data being entered is correct, send email alerts, or cause other processes to run.

Analyze

Use the Analyzesheet to both analyze and test your query for any possible problems before you use it in thelive application.

Run the data controls on this sheet to verify that the data results you need populate on this grid. If you are notseeing the results you want, you can return to the Query Buildersheets to modify the query and then test theresults again.

Additionally, the Analyze sheet contains the functionality you use to verify and updatable BAQ can pull in (get)data, update records, and add new records. You can also use this sheet to test a custom Business ProcessManagement (BPM) method against the updatable BAQ. After you verify the updatable BAQ can perform all ofthe functions successfully, you are ready to place it on smart client and mobile device dashboards. Users can thenenter and update the data they need through this query.

Important BAQ Designer allows testing update operation on records belonging to current company only.

Where Used

Use the Where Usedsheets to review all the items that use the current query. The information on these sheets

helps you decide if you should re-design the current query, delete the query, or create a new query.The information on these sheets helps you decide if you should modify the current query or create a new query.Be careful if you decide to modify the query, for any changes impact other applications that use this query

If you attempt to delete a query that is in use, a warning message displays verifying whether you want to continuedeleting the query. Typically you should not delete any query in use unless the BAQ is obsolete or no longerneeded. After you delete the query, you should then remove or update the dashboard, BAQ report, or otheritems that previously used it.

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Tip If several user dashboards use the current query, you should not change it, but rather create a newshared query that contains the changes you need. Other users can then decide if they want to use yournew query in their dashboards, reports, and other items.

BAQ Search

Use the BAQ Searchsheet to select data in your query that you want to make available to users searching forrelated data.

Workshop - Define the Source BAQ

The source BAQ pulls the selected data from the database and is the source for your Executive Queries.

Copy an Existing BAQ

A standard BAQ is used in this example.

Navigate to the Business Activity Query Designer.

Menu Path: Executive Analysis > Business Activity Management > Setup > Business Activity Query


1. Click Query IDand click Search.

2. Select zSVSalesOrderBacklogand click OK.

This BAQ displays order backlog data. It displays details of open orders, for example, customer name, territory,region, due dates and product group information.

Note System Queries (queries that begin with a z) are read-only, so you cannot modify them. Youcan, however, make a copy of the system query by selecting Copy Query from the Actions menu.Once copied, you can modify the query to fit your needs.

3. From the Actionsmenu, select Copy Query.

The Copy Querywindow displays.

4. In the Query IDfield, enter XXX-SalesOrderBackLog(where XXX are your initials) and click OK.

5. Select the Sharedcheck box.

This check box indicates that this query is available to all users. After you save this query, all users withinyour company can add this query to their personal Dashboard.

6. Click Save.

Analyze and Test the BAQ

1. Navigate to the Analyzesheet.

2. Click the Analyzebutton.

3. In the Query Execution Messagessection, the Syntax is OKdisplays.

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4. Click the Testbutton.

5. In the Query Resultsgrid, review the data retrieved by the query.

6. Click Save.

7. Exit the Business Activity Query Designer.

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Options include the following:

Delete Entire Cube- This is the default option. When you delete or refresh the data within the ExecutiveQuery, it clears out all values in the querys field map sets. This option displays completely new data whenyou refresh the information.

Delete Dimension Pair- This option removes and restores only the two values used to define the dimensionsfor the first field map set. The rest of the data remains, leaving the dimension pairs and data in any other fieldmap sets linked to the BAQ intact. Use this option when you need two BAQs to populate a dashboard display.The dashboard populates all data from both queries by refreshing only the dimension pair within the first fieldmap set.

Delete Nothing- This option does not remove any data. Instead, it adds new data to the existing data.

Delete Pair by Summarization- This option removes and restores any dimension pair data that is generatedthrough the Executive Query. This is useful if you select either the Summarize by BAQor the Summarizeby Datecheck boxes.

Summarize Check Boxes

Select the Summarize by BAQcheck box to indicate that this Executive Query combines the populated datausing the specified BAQ. Select this check box when you want the data to summarize within the BAQ before itdisplays on the Executive Dashboard.

Select the Summarize by Datecheck box to indicate that this Executive Query aggregates the pulled data usinga specific date. Select this check box when you want to calculate the summarized data by dates. Selecting thischeck box also activates the Run Datefield, where you can define a specific date or calendar date on which thisdata is summarized. If you select the Dynamiccheck box, the options for the Run Date field change to Tomorrow,Next Tuesday, First of Month, and so on.

Note You can select the Summarize by BAQ and Summarize by Date check boxes in combination withany of the previous Delete Actions. These options give you flexibility for the results in the SysCube table.If you do not select the Summarize by BAQ or the Summarize by Date check boxes, the Delete Pair BySummarization option works in the same way as the Delete Dimension Pair action.

Query Schedule

Use the Schedulefield to define when you want this query to refresh its data. The default value is Now, but ifyou select a schedule other than Now, the Recurringcheck box becomes available. Select this check box toindicate that this Executive Query should run repeatedly. You do not need to select a schedule within this program.Instead, you can add this Executive Query to a process set and then schedule the process set.

Field Mapping Sheet

Use the Field Mappingsheet to define the dimension pairthat is used to measure the data of the ExecutiveQuery. The data is summarized against the two dimension values you select here and the results display on anExecutive Dashboardthrough grid and graph displays.

Each Executive Query has one or more field maps, which are the selected dimensions linked to the type of data

required. Each field map contains two dimensions used to evaluate the data. These dimensions can be any columnwithin the selected BAQ, including calculated fields, such as the Product Group field or the Order Date field, withthe exception of using a date field for the dimension of one field map.

You can use this sheet to indicate which additional fields display through this Executive Query. All the fields fromthe selected BAQ display on this sheet automatically, and you can use this sheet to hide or select the indicatedfields on the view.

The controls on this sheet are divided into four types: Dimension, Decimal, Integer, and Character. Note thatonly 15 data values, 10 decimal and 5 integer, can display within each Executive Query.

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Note Executive Queries can summarize, or aggregate logical data combinations, but they cannot createaverages. Because of this, the query results represent a sum of the values between the dimension pair. Forexample, you can aggregate a character column against a date or numerical column. Selecting two similarcharacter values can cause blank query results.

Save to Process Set

To finish the Executive Query, you must save it to an existing process set.

The Save To Process Setwindow allows you to select the process setthat is used to run the report, form,process, or Executive Query. When you select a process set on this window and click OK, this item becomes atask on the process set.

Note If you do not save your Executive Query to a process set and you exit Executive Query, you will loseyour query.

Limitations

Important limitations on Executive Queries include the following:

You can only analyze and store two dimensions with each Executive Query. You define these dimensions onthe Field Mapping sheet. You can use any field from the selected BAQ as a dimension.

Formulas do not evaluate through Executive Queries. However, any formulas you define for the selected BAQor report query are always evaluated.

The Executive Query only aggregates data to calculate summaries by totaling numeric values and countingcharacter BAQ columns. It cannot calculate averages.

You can map only one BAQ column to a specific data value field. You cannot merge field columns throughan Executive Query.

You can display only the data of the current company through the Executive Query. If you need to consolidate

data between multiple companies, you must run the specific BAQ report. You cannot synchronize Executive Query processes between multiple companies. You must schedule these

processes within the company.

Workshop - Formulate the Executive Query Against the Source BAQ

In this workshop, create the Executive Query against the source BAQ. Map dimension pairs and add the queryto a process set for scheduling purposes in later workshops.

Create the Base Cube Query

Navigate to Cube Maintenance.

Menu Path: Executive Analysis > Business Activity Management > General Operations > Executive Query

1. In the Cube IDfield, enter XXXCubeBackLogOrders(where XXX are your initials).

2. Click BAQ ID, search for and select XXX-SalesOrderBackLog(where XXX are your initials) query youcreated.

3. In the Delete Actionfield, select Delete Entire Cube.

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Tip Recall this option displays completely new data when you refresh the information.

Schedule and Name the Query

1. In the Schedulefield, select XXX-Five Minute Interval Schedule(where XXX are your initials).

2. Select the Recurringcheck box.

Note This way, you indicate that this Executive Query should run repeatedly - every five minutes.

3. In the User Descriptionfield, enter XXX Sales Order Backlog Status(where XXX are your initials).

4. Remain in Cube Maintenance.

Map the Query Fields Using Microsoft

Excel

If you are taking this course as an embedded course launched from your Epicor ERP application, you can mapthe fields using a Microsoft

Excel

spreadsheet.

If you are using the pdf version of the course, skip to the next task Map the Query Fields Manually.

Important The following lists the key features and rules of Field Mapping:

Field Mapping is the data groupings term.

The Dimension 1and 2are paired up to match one set of field mapping.

You can use four controls for the field mapping selection:

DescriptionControl

The Dimension 1value is the first required definition used to measure the BAQdata.

The Dimension 2is an optional value. This dimension can be a Datefield.

Dimension

All the fields from the selected BAQ appear on this list, so typically you select fieldsthat display decimal values. You can display up to 10 decimal values.

Decimal

Use integers to display numeric fields that do not use decimals in the executivequery. All the fields from the selected BAQ appear on this list, so typically you select

Integer

fields that display integer values, or the results may not be what you want. Youcan display up to five integer values.

Use characters to display alphanumeric values you want to display within theexecutive query. You can display up to 10 character values. Character fields do not

Character

aggregate, but if you use a field that contains the same information on all recordsfor the dimension pair, it can be useful for the executive query to pull in theseresults, too.

1. In Cube Maintenance, navigate to the Mapping > Mapping Listsheet.

2. Click the Data Entrylink at the bottom of the page.

Either Save the file locally or open it directly.

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3. Within the spreadsheet, highlight rows 1 - 23, right-click, and select Copy.

4. On the Mapping List sheet, right-click anywhere in the blank grid and select Paste Insert.

Notice that the data loads into the grid. Field mapping of your first Executive Query is complete.

5. Close the Microsoft Excel spreadsheet.

6. Review the Mapping List grid.

Example

7. Skip the next task Map the Query Fields Manuallyand continue with the following task Submit andSave the Executive Query.

Map the Query Fields Manually

If you are using the pdf version of the course, map the fields manually.

1. Navigate to the Mapping > Mapping Detailsheet.

2. Click New.

3. In the Dimension 1field, select Customer_CustID.

4. In the Dim 1 Textfield, enter Customer_CustID.

5. In the Dimension 2field, select OrderRel_NeedByDate.

6. In the Dim 2 Textfield, enter OrderRel_NeedByDate.This is the dimension pair of the first mapping set.

7. In the Decimal 1field, select Calculated_OpenQty.

8. In the Decimal 2field, enter Calculated_OpenValue.

9. In the Integer 1field, enter Calculated_RelCount.

You first Mapping Set is ready.

10. Click Save.

11. On the Standardtoolbar, click Newto add the new Mapping Set.

12. Map the remaining Mapping Sets using the same process. Enter the following information:

Important In addition to the information in the table, due to a lack of space, make sure you selectthe below 3 fields for allMapping Sets:

In the Decimal 1field, select Calculated_OpenQty.

In the Decimal 2field, select Calculated_OpenValue.

In the Integer 1field, select Calculated_RelCount.

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Important Remember to click Saveafter you define each mapping set.

Dimension 2 TeDimension 2Dimension 1 TextDimension 1MappingSet

OrderRel_NeedBOrderRel_NeedByDateCustomer_NameCustomer_Name2

OrderRel_NeedBOrderRel_NeedByDateCustGrup_GroupDescCustGrup_GroupDesc3OrderRel_NeedBOrderRel_NeedByDatePlant_NamePlant_Name4

OrderRel_NeedBOrderRel_NeedByDateProject_DescriptionProject_Description5

OrderRel_NeedBOrderRel_NeedByDateProdGrup_DescriptionProdGrup_Description6

OrderRel_NeedBOrderRel_NeedByDateOrderRel_WarehouseCodeOrderRel_WarehouseCode7

OrderRel_NeedBOrderRel_NeedByDateSalesTer_RegionCodeSalesTer_RegionCode8

OrderRel_NeedBOrderRel_NeedByDateSalesTer_TerritoryDescSalesTer_TerritoryDesc9

OrderRel_NeedBOrderRel_NeedByDateShipTo_CountryShipTo_Country10

OrderRel_NeedBOrderRel_NeedByDateShipTo_StateShipTo_State11

Calculated_NeedBCalculated_NeedByDateWeekCustomer_CustIDCustomer_CustID12

Calculated_NeedBCalculated_NeedByDateWeekCustomer_NameCustomer_Name13

Calculated_NeedBCalculated_NeedByDateWeekCustGrup_GroupDescCustGrup_GroupDesc14

Calculated_NeedBCalculated_NeedByDateWeekPlant_NamePlant_Name15

Calculated_NeedBCalculated_NeedByDateWeekProject_DescriptionProject_Description16

Calculated_NeedBCalculated_NeedByDateWeekProdGrup_DescriptionProdGrup_Description17

Calculated_NeedBCalculated_NeedByDateWeekOrderRel_WarehouseCodeOrderRel_WarehouseCode18

Calculated_NeedBCalculated_NeedByDateWeekSalesTer_RegionCodeSalesTer_RegionCode19

Calculated_NeedBCalculated_NeedByDateWeekSalesTer_TerritoryDescSalesTer_TerritoryDesc20

Calculated_NeedBCalculated_NeedByDateWeekShipTo_CountryShipTo_Country21

Calculated_NeedBCalculated_NeedByDateWeekShipTo_StateShipTo_State22

OrderDtl_ProdCoOrderDtl_ProdCodeProject.DescriptionProject.Description23

13. Navigate to the Mapping > Mapping Listsheet and review your mappings.

Submit and Save the Executive Query


2. On the Standardtoolbar, click Save Process Set.

The Save to Process Setwindow displays.

3. In the Process Setfield, select XXX-Sales Order Backlog Status(where XXX are your initials).

Recall this is the process set you previously created.

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4. Click OK.

5. Exit Executive Query.

Verify the Process Set

Verify the indicated Process Set contains your query.




1. Click Process Set IDand click Search.

2. Select XXX-OrderBackLog(where XXX are your initials) and click OK.

The first Executive Query displays as a task on the Process Set Tasksgrid.


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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 uniquelist of the Dimension Details. The SysDim table that is created when the SysCube table is populated by the firstExecutive Query has only a list of the dimension fields such as Country, Product Group, and Salesperson.

To get the unique list of dimension details such as France, USA, Machined Parts, John Doe, and so on, you mustaggregate the dimension fields against the dimension data. It is required that you aggregate the BAQ againstdata dimensions to complete this process.

Workshop - Build the BAQ Against Data Dimensions

After you created your BAQ against data details and the related Executive Query, you are ready to build yoursecond BAQ. This second BAQ pulls dimension data from the initial Executive Query for display on the ExecutiveDashboard.

Another standard BAQ is used in this example.

Copy an Existing BAQ




1. In the Query IDfield, search for and select zMfgCubeBLogDimCubeand click OK.



3. In the Query IDfield, enter XXX-OrdBLogDim1(where XXX are your initials).

4. In the Descriptionfield, enter XXX Order Backlog Dimension One(where XXX are your initials) and clickOK.


6. Click Save.

Modify Cube Reference

1. Navigate to the Query Builder > Phrase Build > Table Criteriasheet.

Notice the current criteria:

Cube ID = SVSalesBacklog

2. In the FilterValuecolumn, click SVSalesBacklog.

The Specify a Valuewindow displays.

3. In the Valuefield, enter XXXCubeBackLogOrders(where XXX are your initials) and click OK.

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Important Recall this is the Cube ID of the first Executive Query you created.

Verify the Query Phrase

1. Navigate to the Generalsheet and view the Query Phrasesection.

Verify the SQL statements is finished with the below expression:

from Ice.SysCube as MfgCubewhere (MfgCube.CubeID = 'XXXCubeBackLogOrders')

2. Click Save.

Verify the BAQ Fields

1. Navigate to the Query Builder > Display Fields > Column Select sheet.

2. Verify these fields display in the Display Column(s)section:

LabelFull Name

CompanyMfgCube_Company

Cube IDMfgCube_CubeID

Dimension 1MfgCube_Dimension1

Dimension 1 IDMfgCube_Dimension1ID

GroupCalculated_GroupDetail

ShortChar01MfgCube_ShortChar01


PerfEntityCalculated_PerfEntity

GroupDtl1Calculated_GroupDtl1

Dim1DescrCalculated_Dim1Descr

DimDtlCalculated_DimDtl

DimDescriptionCalculated_DimDescription




3. To the Syntax is OKmessage, click OK.


The Query Resultsgrid populates with data.

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DataField

Calculated_DimDescriptionDimension 2 Text

MfgCube_CompanyCharacter 1

MfgCube_CubeIDCharacter 2

MfgCube_ShortChar01Character 3

MfgCube_ShortChar02Character 4

MfgCube_Dimension1Character 9

Calculated_Dim1DescrCharacter 10

4. Click Save.


Save the Executive Query to a Process Set

1. On the Standardtoolbar, click Save Process Set.

The Save to Process Setwindow displays.

2. In the Process Setfield, select XXX-Sales Order Backlog Status(where XXX are your initials).

This is the process set you previously created.

3. Click OK.

4. Exit Executive Query.

Verify the Process Set




1. Click Process Set IDand click Search.

2. Select XXX-OrderBackLog(where XXX are your initials) and click OK.

The second Executive Query displays as a task on the Process Set Tasksgrid.


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Executive Dashboard Display Setup

The Business Activity Queries (BAQs) and related Executive Queries you created both select and define the datayou want to display on your Executive Dashboard. You must also create the BAQs that directly display the data

on the Executive Dashboard.

Dimension BAQThis BAQ defines the dimension options users can select from the executive dashboard.

Dimension Details BAQThis BAQ pulls in the various detail records available with each selected dimension.Users also select a detail option to display the data they need.

Data BAQThis BAQ is used to pull the data from the first executive query.

Once you create these queries, you are ready to construct and view the Executive Dashboard, and optionallydeploy it to the Main menu for general use.

Produce the Dimension BAQ

The Dimension BAQ defines the dimension options available for selection on the Executive Dashboard display.This BAQ pulls data from the first executive query.

This is one of the queries you will add to the Executive Dashboard that displays the dimensions indicated on theField Mapping sheet of the first Executive Query.

Workshop - Produce the Dimension BAQ

In this workshop, create an additional dimension BAQ to provide dimension options for selection on the ExecutiveDashboard.

Copy an Existing Query




1. Click the Query IDbutton.

2. In the Starting Atfield, enter zMfgand click Search.

3. Select zMfgCubeDimOneand click OK.



5. In the Query IDfield, enter XXX-OrdBLogDimension(where XXX are your initials).

6. In the Descriptionfield, enter XXX Backlog Dimension Cube Query(where XXX are your initials) andclick OK.

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7. Select the Sharedcheck box and click Save.



2. Verify these fields display in the Display Column(s)section:

LabelFull Name

Dimension IDMfgCubeDim_DimensionID

Created ByMfgCubeDim_CreatedBy

CreatedOnMfgCubeDim_CreatedDate

Cube IDMfgCubeDim_CubeID

Dimension NumberMfgCubeDim_DimNum

CompanyMfgCubeDim_Company

Load GroupCalculated_Dimension1

DimIDCalculated_DimID_Format15




3. In the Query Execution Messagessection, the Syntax is OKmessage displays.



5. Review the data retrieved by the query.

6. Click Save.

7. Remain in the Business Activity Query Designer.

Create the Dimension Details BAQ

The Dimension Details BAQ pulls in the various detail records that are available with each selected dimension.You can also select a detail option to display the data you need.

This is one of the queries you will add to the Executive Dashboard that displays the selected dimension detailson the Dimension ID grid.

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Workshop - Create the Dimension Details BAQ

In this workshop, create an additional dimension details BAQ to provide dimension detail options for selectionon the Executive Dashboard.


1. In the Business Activity Query Designer, navigate to the Generalsheet.

2. On the Standardtoolbar, click Clear.

3. Click Query ID.


5. Select zMfgCubeBacklogDimDtlsand click OK.



7. In the Query IDfield, enter XXX-OrdBLogDimDtls(where XXX are your initials).

8. In the Descriptionfield, enter XXX Backlog Dimension Details Cube Query(where XXX are your initials)and click OK.

9. Select the Sharedcheck box and click Save.


1. Navigate to the Query Builder > Phrase Build > SubQuery Criteriasheet.

MfgCube Cube ID = SVSBLOGGRPDTLS constant

2. In the Filter Valuecolumn, click SVSBLOGGRPDTLS.


3. In the Valuefield, enter XXX-CubeBLogOrdDim1(where XXX are your initials) and click OK.

This is the Cube ID for the second Executive Query you created.


Verify the SQL statement ends with the below expression:

from Ice.SysCube as MfgCubewhere MfgCube.CubeID = 'XXX-CubeBLogOrdDim1'



2. Verify the following fields display in the Display Column(s)section:

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LabelFull Name





GroupCalculated_GroupDetail



Dimension DescriptionMfgCube_ShortChar09

Dimension DetailMfgCube_ShortChar10




3. The Syntax is OKmessage displays.




6. Click Save.

7. Remain in the Business Activity Query Designer.

Design the Data BAQ

The Data BAQ pulls the data from the first Executive Query. It locates the SysCube data and displays it on theExecutive Dashboard.

This is one of the queries you will add to the Executive Dashboard that displays the main bulk of the data includedon the dashboard.

Workshop - Design the Data BAQ

Create the Data BAQ that pulls the data from the first Executive Query.


1. In the Business Activity Query Designer, navigate to the Generalsheet.

2. On the Standardtoolbar, click Clear.

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3. If the Clear this form?message displays, click Yes.

4. Click Query ID.


6. Select zMfgCubeBacklogDataand click OK.



8. In the Query IDfield, enter XXX-OrdBLogData(where XXX are your initials).

9. In the Descriptionfield, enter XXX Backlog Data Cube Query(where XXX are your initials) and click OK.


11. Click Save.


1. Navigate to the Query Builder > Phrase Build > SubQuery Criteriasheet.

Notice the current criteria:

MfgCube Cube ID = SVSalesBacklog constant

MfgCube Dimension2Date > 01/01/1901 constant

2. In the Filter Valuecolumn, click SVSalesBacklog.


3. In the Valuefield, enter XXXCubeBackLogOrders(where XXX are your initials) and click OK.This is the Cube ID for the first Executive Query you created.

4. Highlight the row displaying the date filtering. This criterion is not necessary for the purposes of this workshop.

MfgCube Dimension2Date > 01/01/1901 constant

5. Click the Remove Rowicon (red x).


Your SQL statement phrase should end with the below expression:

from Ice.SysCube as MfgCubewhere MfgCube.CubeID = 'XXXCubeBackLogOrders'

7. Click Save.



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2. Verify the following fields display in the Display Column(s)section:

LabelFull Name






Dimension 2 DateMfgCube_Dimension2Date


Release CountMfgCube_ValueInt01

Date BucketCalculated_DateBucket

Open QtyCalculated_OpenValue

Open ValueCalculated_OpenQty




3. To the Syntax is OKmessage, click OK.




6. Click Save.

7. Exit the Business Activity Query Designer.

Construct and View the New Executive Dashboard

You have created the minimum of five BAQs and you can now add them to a dashboard. These queries are linkedto Executive Queries, so adding them to the dashboard allows you to create an Executive Dashboard.

Workshop - Construct and View the New Executive Dashboard

In this workshop, add the Dimension, Dimension Details, and Data BAQs you created to the Executive Dashboardand finalize its layout.

Navigate to the Dashboard.

Menu Path: Executive Analysis > Business Activity Management > General Operations > Dashboard

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Add the Dimension BAQ to the Dashboard

If necessary, from the Toolsmenu, select Developer. You must be in the Developer Mode to create a newDashboard.

1. From the Newmenu, select New Dashboard.

2. In the Definition IDfield, enter XXX-OrdBLogStatus.

3. In the Descriptionfield, enter XXX-Sales Order Backlog Status(where XXX are your initials).

4. Select the Enable Refresh Allcheck box.

This button now displays on the Dashboardtoolbar.

5. From the Newmenu, select New Query.

The Dashboard Query Propertieswindow displays.

6. Click Query ID.

7. Search for and select XXX-OrdBLogDimension(where XXX are your initials) and click OK.

8. In the Dashboard Query Propertieswindow, click OK.

Add the Dimension Details BAQ to the Dashboard



2. Click Query ID.

3. Search for and select XXX-OrdBLogDimDtls(where XXX are your initials) and click OK.


Add the Data BAQ to the Dashboard



2. Click Query ID.

3. Search for and select XXX-OrdBLogData(where XXX are your initials) and click OK.


Add a Second Grid View for the Data BAQ

The two data grids track sales order backlog status by week and by day.

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1. In the tree view, right-click the XXX-OrdBLogData: XXX Backlog Data Cube Query(where XXX are yourinitials) and select New Grid View.

The Dashboard Grid Propertieswindow displays.

2. In the Dashboard Grid Propertieswindow, click OK.

At the bottom of the dashboard, notice the two identical grids display.

Refresh the Dashboard Definition

1. On the Standardtoolbar, click Save.

2. On the Standardtoolbar, click Refresh All.

The Executive Dashboard populates with data.

3. View the Executive Dashboard. At this stage, the dashboard should look similar to the following example.

Adjust the Dimension Grid

1. In the tree view, right-click the XXX-OrdBLogDimension: Summary(where XXX are your initials) grid andselect Properties.

This is the dashboard's top grid.

The Dashboard Grid Propertieswindow displays.

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2. In the Captionfield, delete the content and enter Dimension ID.

3. Click the Clear Allbutton.

4. In the Display Columnslist, select MfgCubeDim_DimensionID.

This grid displays a single column.

5. Click OK.At the top of the Executive Dashboard, view the Dimension IDgrid.

Define the Publish and Filter Parameters for the Dimension Query

To make this Executive Dashboard act like the model ShopVision Sales Backlog Ana

build an executive dashboard course 10.0.700

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