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Dashboards

March 2, 2019 by Balakrishna

The executive (ShopVision) dashboards display strategic data required for critical short and long term decisions. The data displays in an enhanced dashboard which contains a dynamic graphing tool you use to sort and group the data in a grid, pie chart, or bar chart view. If your organization uses the ShopVision module, these powerful dashboards are available to you.

In order for these dashboards to display current data, its executive query must be refreshed. This enhanced query pulls data from two tables and combines, or aggregates, this data for dimensional views. You then review this data through both grid and chart displays. During this example, you learn how to display data within the Supplier Performance executive dashboard.

Execute a Process Set

Set Before you launch the Supplier Performance executive dashboard, you need to populate its executive query with data. You do this by either scheduling, or immediately executing, a process set. A process set contains one or more related programs you wish to run in a sequence you define. Each program linked to the process set is considered a task. When a process set executes, all tasks linked to it are launched in the sequence defined by the process set; they then generate current data. When you schedule a process set, the data is updated during a regular schedule you select. You explore how to assign schedules to process sets in the Automatic Data Processing chapter in the Epicor ERP Implementation Guide. You can, however, always run, or execute, a process set immediately to gather current data for an executive dashboard.

Before you launch the Supplier Performance executive dashboard, you need to populate its executive query with data. You do this by either scheduling, or immediately executing, a process set. A process set contains one or more related programs you wish to run in a sequence you define. Each program linked to the process set is considered a task. When a process set executes, all tasks linked to it are launched in the sequence defined by the process set; they then generate current data. When you schedule a process set, the data is updated during a regular schedule you select. You explore how to assign schedules to process sets in the Automatic Data Processing chapter in the Epicor ERP Implementation Guide. You can, however, always run, or execute, a process set immediately to gather current data for an executive dashboard.