Created a baq and loaded to a new dashboard. Added a new tracker and chose date start/end and dept. I would like to choose mulitple departments instead of selecting just one.
1 Like
As far as I remember, Epicor doesnât have multi-selection for BAQs/Dashboards so this is not possible out of the box. What we managed in the past is to create âinstructionsâ to the users on using a list of items such as âHR, AR, GL, Salesâ and that worked, but need to be sure to use the exact same IDs from Epicor. We created an instructions BAQ that was added to the dashboard listing the items name/ids for them to know the exact name. Not sure if Kinetic may be able to handle this on an easier way but thatâs how we made it work a few years ago.
Depending on your data, this might not be a viable option, but I have done something like this before.
This was for customer groups, but you can adapt it to your departments:
I added calculated bit/bool type fields to my BAQ named âgrp1, grp2, grp3, etc.â and set the value of the calculated fields to CASE WHEN Customer.GroupCode = 'grp1' THEN 1 ELSE 0 END
You can hide the fields in your dashboard, and add checkboxes to your tracker, so they can check the boxes for the ones they want to keep.
1 Like
You can do this with criteria using IN() clause.
If itâs a parameter baq, make it a list-type param, specify IN() criteria, and make it optional in baq design.
Then filtering in BaqOptions.WhereList string simply go:
IN(?{TransView.DeptListSQL})
Like this example:
You need to pass a single-quoted, comma-delimited string valid for T-SQL IN() clause. for example: 'dept1','dept2' not dept1,dept2 and not dept1~dept2
To format a kinetic list value (such as those returned by mutli-select search or selection-lists, etc you can convert dept1~dept2 to 'dept1','dept2' like so:
1 Like