I find when I create dashboards users sometimes misinterpret the data because they think they know what the data represents but that understanding is not accurate. As a result I’d like to add a couple sentences to describe what the data in a dashboard represents. Any recommendations?
I found I can add a tracker view with a textbox to accomplish this but curious if there is a better way to do this…
My thought was what you are doing; add a customized tracker with a text box.
Add one more BAQ which has one calculated field and that calculated have your comments.
If you want to get funky on a friday evening :
1- Create a MS Word file for your documentation. Save it as a “single file web page” somewhere on a public shared folder of your network
2- Add an URL View to your dashboard
3- Select the file you created earlier in the URL textbox
4- Place the View somewhere in the dashboard. The file content appears in the view
The Pros :
- You can edit the word file and the view content will be updated
- You can display pictures
- It is kind of fun, which doesn’t happens often with Epicor
The Cons :
- If you rename or move the Word file, the content will not display
You can attach memos to dashboards. Quick and easy.
If you go the tracker view route, I would suggest adding the text fields post deployment as a screen customization. I’ve always had formatting and sizing issues when adding them to the base dashboard layer.
Don’t forget the Technical/user notes in the dashboard themselves. Can’t recall if they are viewable when you deploy to an assembly.