Grow BI

Anyone using Epicor GROW BI? Looking for a reference … what do you like, what don’t you like?

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Hi Terry,

I loved your presentation on how to get our dashboards to Kinetic - thank you!

While we are not Grow users, I thought I’d make a minor comment since I don’t see you getting any answers yet… I recall at insights I noticed that Grow did not allow cross updating of visualizations like PowerBI does. I asked the presenter and he confirmed that one needed to select filters for each one to get the data viz update.

We have worked a good bit with PowerBI over the past year and this dynamic cross updating of the visualizations has been a very important factor for allowing analysis as desired. I would look into whether Grow actually is able to do this similarly.

Nancy

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Thank you, Nancy. I’m glad our presentation was helpful.

Just to be sure I’m understanding the issue with Grow, are you referring to dynamically updating filters? So if I have a dashboard with several graphs/visualizations, I can’t adjust them all at once but have to change the filter for each one separately?

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My recollection Terry is that the report visualizations did not cross update when you click on another visualization. I found some of my pix from the presentation and here are a few, in case it is helpful. (Note, If anyone else out there notes that I am wrong on what I suspect with my notes below, please feel free to offer additional info)

In this first Grow graphic I do not think you can click on a bar in “spend by Category” and see the other visualizations on the page update for the selected bar.

In the second Grow graphic I don’t think you can select Lead source “CRM” and see the other visualizations update for the selection of lead source.

Have you worked with the Power BI visualizations at all? I find them very helpful when the visualizations work to do cross updating. Let me know if you need me to provide an example to show what I mean.

Nancy

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Thank you, Nancy. I will ask them about this.

Trudy

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