App Studio - Dashboard - Create Calculated Fields

Kinetic ERP
1

Kinetic 2025.1 - I’ve created a dashboard in the classic style that’s displaying quote information. I’ve got a customization on it that reads through the EpiDataView and summarizes the number of quotes won, lost and open along with the value of the quote. I’ve then put those values at the top of the dashboard, looks like this:

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As the user puts in different parameters to run various scenarios (such as by date range, customer group, various UD fields that we have to categorize part families), and they get a nice summary of their performance.

I’m not sure how to uplift this to Kinetic. I’ve uplifted the dashboard, added my criteria back in (using TransView Fields, BAQ Options to filter the results). But I’m not sure how to summarize the Dataview from the BAQ.

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Create a summary baq that does the calculations and runs off the same filters. Bring it in as a secondary dataview and use that as the data source for the calculated fields. As long as both baqs refresh when the filters change they should stay in sync.

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3

Client-side you could use in a row-update an expression to get the count of rows in a dataview like so:

%YourDataView.count%

or an aggregator js function to sum values of those rows like so

trans.dataView('YourDataView').data.reduce((sum, item) => sum + item.QuoteHed_QuoteAmt, 0)

Or aggregate by key like so

trans.dataView('PartCountsByVer').data.reduce((a, x) =>
  (a[x.Part_CommercialCategory] = (a[x.Part_CommercialCategory] || 0) +
     x.Calculated_CountOfPartNum, a), new Object()).PIPE

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PS - here’s what it could look like using the client-side aggregating.

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The difficulty is there are limited event hooks to refresh the calcs. For example, how do you refresh whenever the grid refeshes? There’s no reliable onRefresh/onFilter event hooks that I’m aware of.

Worse yet, it appears there may be some (possibly new) conditional client-side filtering go on in 2025.2. Which is a good thing, but more reason additional hooks are needed. Without a hook, you may have trouble even making Alisa’s Summary BAQ method work reliably - assuming you want to support recalc upon ad-hoc grid filtering(?) << Hope I’m wrong on this.

5

@jbooker Could you just do an after_event trigger on the event that’s calling the baq or service to update the data? Everytime something calls the _Get event your refresh event would fire.

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6

Yes if there is an event that populates the data. When the BAQ or BO is in the gridProvider, it’s automatic and no such event exists. Am I wrong?

PS - I havn’t tried the opposite of the mysterious .invalidated = true. Hmmm.

7

You might be right about that, I pretty much always put stuff into dataviews so they’ve all got events. Seems like it’s been a more reliable way to handle it than putting it directly in the provider model.

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8

So does gridProvider does it not? but there’s no event hook to know it happened. I know what you mean tho, having an explicit event gives you a hook. It’d be nice to have a hook for all cases of dataview/grid refresh/filter. There’s probably a way to ‘subscribe’ to actionResult dataview change or gridComponent.Invalidated = false, but havn’t found it yet. Shouldn’t be this hard.

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I’ve been thinking lately about how NICE it would be to have the record count for certain grids… thank you!

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