EDD Dashboard or Chart View from Parameterized BAQ

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Hi Everybody,

Interested if EDD dashboard view/chart view can be created from a parameterized BAQ? Have a pretty large volume BAQ that crashes everything if parameters not used to filter data before returning results. Attempted to add such BAQ in EDD, but just would not return any data after adding measures/fields for rows and columns.

Unfortunately it cannot be. It renders the BAQ as it is. You can add some filters for like current date. But it’s pretty limited. Epicor doesn’t put much into EDD these days.

Hi Chadd, many thanks. Playing around lead me to the same answer too, but wanted a sanity check.

Never hurts to check here :slight_smile:

Just thinking out loud here…

It’s not ideal, but what if one took the parametrized table and used it as a source for other pre-filtered BAQs (90days, product groups, etc.)? You’d have to know how people wanted to browse the data, so you would lose some flexibility. You might also have a few more BAQs to manage, but it might move you forward.

@kiryl.kekukh, what are the business cases for these EDD widgets? I find that EDD is best for real-time data, which is usually a smaller dataset and things like EDD, Grow, PowerBI are better for historical information.

Hi Mark,

Thanks for you comment. Indeed, in some cases a few BAQs will do the job to give you results, multi tab dashboard with publisher/subscriber does exactly this.

I have already created dashboad for my data, but it would be great to have it as EDD view. In this case it’s sales historic data and up to today, each sales rep wants to see his data (hence the filter), but you would want to change filter as well, so can’t just hardcode it in BAQ. They might be on the go travelling, so it’s slicker solution.

Do you use Territories to segregate the sales reps?

What data are you showing? Orders? Shipments? Invoices?

And territories as well,but its secondary, data shown does not need to be slit by territories. Its very customised with Union query between a few companies, some pivoting calculations inside BAQ and subqueries. So, without sales rep its trying to load about 500,000 records roughly…and, obviously, choking. Anyway, dashboard is there, so hopefully this will be sufficient for now. Thanks for your input.

You’ll find that I’m not an easy quitter.

The BAQ knows who is running the query. You could use the SaleAuth table to return all of the SalesRep IDs that the person is authorized for. Take that list and find whatever you’re looking for (orders, quotes, etc.). This should reduce the number of records.

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Hm, thats a very nice idea! I was thinking about using current user as a filter, but was not aware about SaleAuth table. This for sure would allow most of the sales people to use EDD to get their own data. And for those, who needs a bigger picture and filter through - dashboard! Thank you Mark, you are definitely not a quitter and gave me an option!

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This is a good idea. I didn’t think to ask the business use case.
With some nested BAQs you can do some basic parameterized filtering. Can do things with like the dynamic variable BAQ knows about. Like current site. You could get it to filter dynamically by adding that to a BAQ. Or the SaleAuth like Mark showed.

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