I am using an unfiltered BAQ to feed a dashboard that is equipped with a tracker view. The tracker view works properly in “refreshing” the records on the dashboard according to the parameters defined in the tracker view. However, any calculated fields based off or record counts in the underlying B…

Well… the easy answer is yes. The hard answer is that you may be able to do some EpiBinding magic in your BAQ criteria to look at some of the calling objects fields (like YourForm.PartFilter.Text). I know very little about EpiBinding within a BAQ other than what I overhead while drinking beers at …

I’ll move forward a bit and see how the EpiUltraGrid object might be able to work in my situation. I’m looking at Jose’s video on this topic right now while reconstructing the tracker view. I’ll let you know how things progress.

I didn’t get very far, unfortunately. I see that the DynamicQueryAdapter already exists in the referenced System Assembly library. When I attempted to instantiate the DQA according to Jose’s example: DynamicQueryAdapter dqa = new DynamicQueryAdapter(oTrans); … the compiler wasn’t happy: Error: …

Also - I don’t have access to the menu item “Tools >> Wizards >> Customization Wizards” from the “Customization Tools Dialog” in order to validate that the correct assembly references are pulled in. Any idea why?

In order to properly customize a dashboard, you must “deploy” it to make it an assembly first. Then place it in a menu, create a customization against it, then apply that as the customization at the menu level. Does that make sense? It seems confusing now that I’ve wrote it :slight_smile:

I guess I’m approaching this incorrectly. I’m working on the customization on the tracker itself. [fancy-tracker]

Yes. I’ve found that every single thing I change in that customization BEFORE deploying causes more hassle. I’ve learned to keep the DB unmodified until it’s been deployed for my own sanity. Click on Deploy as SmartClient (or something similar). Then when you create a menu item and select type dash…

I second that. If you really want to stay in the run time, move all of your filtering to parameters and the end user will have to deal with the pop-up every time they refresh. Then the tracker view can simply be a view of what is selected in the grid. Other wise you’ll have to move to customization…

Chris/Brandon: I’m currently diving into the suggestion both of you have proffered here and will let you know how things turn out. I’m not sure if I should be recreating the dashboard as a “fresh instance”, or not - but I’ll just deploy what I have (tracker view and all), then start working the cu…

I have a bit of a stumbling block. What I’ve accomplished thus far is: Create a simple blank tracker view panel with a specific parameterized BAQ on the back-end Insert form controls on the tracker view to act as filter values upon which the parameterized BAQ will reference (none of which are…

Tracker View Filtering on an Unfiltered BAQ

Epicor ERP 10

Ben_Rey (Ben Rey) March 14, 2022, 2:16am 24

I was able to get something very similar to this working pretty much the same thing he was trying to do filter between two dates

Topic		Replies	Views
Passing Parameter/Filter in Dynamic Query Epicor ERP 10	27	23346	October 19, 2018
Custom grid in tracker Epicor ERP 10 e10 , baq , grid , epiultragrid , date-range	4	1286	March 14, 2022
Dashboard to show Supplier totals for a date range Epicor ERP 10	8	3720	February 20, 2019
Working With Date Parameters in a Tracker Epicor ERP 10 e10 , tracker	13	1896	October 25, 2019
Tweaking the where clause on a dashboard refresh Epicor ERP 10	13	2175	January 2, 2019

Tracker View Filtering on an Unfiltered BAQ

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