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app:app_how_to_dash [2019/05/08 00:04]
dtucker 		app:app_how_to_dash [2019/07/25 22:22] (current)
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-====== APP - Using Dashboards ====== +====== Using APP Dashboards ======
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-**Using APP Dashboards** +
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-{{:app/image22.jpeg}} [[#page773|**How To Set Up Dashboards in APP**]] +
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-{{:app/image38.jpeg}} [[#page774|**How To Create an APP Dashboard**]] +
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-{{:app/image38.jpeg}} [[#page777|**How To Edit an APP Dashboard**]] +
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-{{:app/image38.jpeg}} [[#page778|**How To Delete an APP Dashboard**]] +
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-{{:app/image38.jpeg}} [[#page780|**How To Set Up User Defaults for an APP Dashboard**]] +
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-{{:app/image38.jpeg}} [[#page782|**Query Tips and Tricks for APP Dashboards**]] +
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-{{:app/image761.jpeg}}{{:app/image762.jpeg}} **[[#page785|SAP® Document Object Type Reference Guide]]** {{:app/image22.jpeg}} **How To Use APP Dashboards** +
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-**How To Set Up Dashboards in APP** +
- +
  
 TWBS Advanced Productivity Pack (APP) provides tools to create charts from SAP Business One data and present them as either a stand-alone Chart or as an element of a Dashboard. TWBS Advanced Productivity Pack (APP) provides tools to create charts from SAP Business One data and present them as either a stand-alone Chart or as an element of a Dashboard.
  
-[[#page774|**How To Create an APP Dashboard**]] +===== How To Create an APP Dashboard =====
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-[[#page777|**How To Edit an APP Dashboard**]] +
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-[[#page778|**How To Delete an APP Dashboard**]] +
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-[[#page780|**How To Set Up User Defaults for an APP Dashboard**]] +
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-[[#page782|**Query Tips and Tricks for APP Dashboards**]] +
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-[[#page785|**SAP® Document Object Type Reference Guide**]] +
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-{{:app/image6.jpeg?10x10}} +
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-**How To Create an APP Dashboard** +
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- Click the SAP menu option titled **Dashboard Setup** under the **Administration** -**Setup** -**TWBS APP** menus to load the Dashboards setup screen.+
  
-{{:app/image763.jpeg?723x59}}+  *  Click the SAP menu option titled <color #22b14c>**Dashboard Setup**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups to load the **Dashboards** setup screen.
  
-**Note -** The form will open in Add mode. The user can click the New icon ({{:app/image758.jpeg?21x26}}) if necessary.+<WRAP center round info> 
 +The form will open in Add mode. The user can click the New icon {{:app/image758.jpeg?21x26}} if necessary. 
 +</WRAP>
  
 {{:app/image764.jpeg?339x332}} {{:app/image764.jpeg?339x332}}
  
- Enter the **Dashboard Name** for the new Dashboard. This will be the name for the dashboard that is displayed to the user.+  *  Enter the <color #00a2e8>**Dashboard Name**</color> for the new Dashboard. This will be the name for the dashboard that is displayed to the user. 
 +  *  Select users from the **User Defaults** drop down list. See the **How To Set Up User Defaults for an APP Dashboard** section for more information about this feature. 
 +  *  Select the option for the desired orientation of the dashboard... 
 +    *  <color #00a2e8>**Full Screen Layout**</color> - centered and fills the entire screen. 
 +    *  <color #00a2e8>**Horizontal Strip**</color> - displayed at the bottom of the screen with the charts placed side-by-side in a horizontal row. 
 +    *  <color #00a2e8>**Vertical Strip**</color> - displayed on the side of the screen with the charts placed in stacked fashion in a vertical row. 
 +  *  Click the <color #22b14c>**Create**</color> button to move to the dashboard layout. 
 +  *  The dashboard layout form is will launch based on the orientation option previously selected.
  
- [[#page780|Select users from the **User Defaults** drop down list. See the **How To**]] [[#page780|**Set Up User Defaults for an APP Dashboard** section for more]] information about this feature. +<WRAP center round info> 
- +A new dashboard will always show four chart windows. Click the **X** to remove an unwanted window. The image below is an example of one of these chart windows. 
-Select the option for the desired orientation of the dashboard... +</WRAP>
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-{{:app/image6.jpeg?10x10}} **Full Screen layout** - centered and fills the entire screen. +
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-{{:app/image6.jpeg?10x10}} **Horizontal Strip** - displayed at the bottom of the screen with the charts placed side-by-side in a horizontal row. +
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-{{:app/image6.jpeg?10x10}} **Vertical Strip** - displayed on the side of the screen with the charts placed in stacked fashion in a vertical row. +
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- Click the **Create** button to move to the dashboard layout. +
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- The dashboard layout form is will launch based on the orientation option previously selected. +
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-{{:app/image98.jpeg?723x79}}**Note -** A new dashboard will always show four chart windows. Click the **X** to remove an unwanted window. The image below is an example of one of these chart windows.+
  
 {{:app/image765.jpeg?606x368}} {{:app/image765.jpeg?606x368}}
  
- For each chart window, you must specify the following information... +  *  For each chart window, you must specify the following information... 
- +    *  <color #00a2e8>**Frame Type**</color> - Designates the type of information to be displayed in the chart window 
-{{:app/image6.jpeg?10x10}} **Frame Type -** Designates the type of information to be displayed in the chart window +      *  <color #00a2e8>**Chart**</color> 
- +      *  <color #00a2e8>**Grid**</color> 
-Chart +    *  <color #00a2e8>**Unique ID**</color> - Unique ID for the chart window. 
- +    *  **<color #00a2e8>Chart ID</color> (for Chart option) -** Click the drop down menu to select a chart. 
- +    *  **<color #00a2e8>User Query</color> (for Grid option) -** Click the drop down menu to select a query. 
- +    *  <color #00a2e8>**Frame Mode**</color> - Mode for the chart window. 
-Grid +      *  <color #00a2e8>**Standalone**</color> - Chart/grid data independent from other chart windows. 
- +      *  <color #00a2e8>**Linked**</color> - Chart/grid data linked to another chart window. 
- +        *  **<color #00a2e8>Link To</color> (for Linked option)** - Select the chart window to link to. 
- +        *  **<color #00a2e8>Condition Filter</color> (for Linked option)** - Select the chart window condition filter. 
-{{:app/image6.jpeg?10x10}} **Unique ID** - Unique ID for the chart window. +        *  **<color #00a2e8>Default Filter</color> (for Linked option)** - Select the chart window default filter. 
- +        *  **<color #00a2e8>Load Behavior</color> (for Linked option)** - Select the chart window data load behavior. 
-{{:app/image6.jpeg?10x10}} **Chart ID (for Chart option) -** Click the drop down menu to select a chart. +          *  <color #00a2e8>**Show on Load**</color> - The data for the chart window will only display once on load. 
- +          *  <color #00a2e8>**Show on Linked**</color> - The data for the chart window will be refreshed on the change of the linked value from another chart window. 
-{{:app/image6.jpeg?10x10}} **User Query (for Grid option) -** Click the drop down menu to select a query. +  *  The Dashboard can be resized by grabbing and dragging the corners or sides of the form. 
- +  *  The Dashboard windows can be resized by grabbing and dragging the divider between the windows.
-{{:app/image6.jpeg?10x10}} **Frame Mode** - Mode for the chart window. +
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-**Standalone** - Chart/grid data independent from other chart +
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-windows. +
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-**Linked** - Chart/grid data linked to another chart window. +
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-**Link To (for Linked option)** - Select the chart window to +
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-link to. +
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-**Condition Filter (for Linked option)** - Select the chart +
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-window condition filter. +
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-**Default Filter (for Linked option)** - Select the chart +
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-window default filter. +
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-**Load Behavior (for Linked option)** - Select the chart window data load behavior. +
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-**Show on Load** - The data for the chart window will only display once on load. +
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-**Show on Linked** - The data for the chart window will be refreshed on the change of the linked value from another chart window. +
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- The Dashboard can be resized by grabbing and dragging the corners or sides of the form. +
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- The Dashboard windows can be resized by grabbing and dragging the divider between the windows.+
  
 {{:app/image766.jpeg?203x66}} {{:app/image766.jpeg?203x66}}
  
- Click the **Save** button to save the Dashboard layout; click the **Cancel** button to exit the Dashboard layout form; click the **Preview** button to see how the Dashboard will appear when in use. +  *  Click the <color #22b14c>**Save**</color> button to save the Dashboard layout; click the <color #22b14c>**Cancel**</color> button to exit the Dashboard layout form; click the <color #22b14c>**Preview**</color> button to see how the Dashboard will appear when in use.
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-**How To Edit an APP Dashboard** +
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- Click the SAP menu option titled **Dashboard Setup** under the **Administration** -**Setup** -**TWBS APP** menus to load the Dashboards setup screen.+{{:app/image44.jpeg?786}} 
 +===== How To Edit an APP Dashboard =====
  
- Click the Folder icon ({{:app/image767.jpeg?34x23}} ) to display a list of existing Dashboards.  Select the desired Dashboard and click the **Open** button. The Dashboard information will be displayed on the screen.+  *  Click the SAP menu option titled <color #22b14c>**Dashboard Setup**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups to load the **Dashboards** setup screen. 
 +  *  Click the Folder icon {{:app/image767.jpeg?34x23}} to display a list of existing Dashboards.  
 +  *  Select the desired Dashboard and click the <color #22b14c>**Open**</color> button. The Dashboard information will be displayed on the screen.
  
 {{:app/image768.jpeg?339x332}} {{:app/image768.jpeg?339x332}}
  
- Click the **Update** button to make changes to display the Dashboard windows layout. +  *  Click the <color #22b14c>**Update**</color> button to make changes to display the Dashboard windows layout. 
- +  *  The windows layout is automatically displayed with four windows, even if the original layout had fewer. Remove any unwanted windows. 
- The windows layout is automatically displayed with four windows, even if the original layout had fewer. Remove any unwanted windows. +  *  Modify the Dashboard information as needed.
- +
- Modify the Dashboard information as needed.+
  
 {{:app/image766.jpeg?203x66}} {{:app/image766.jpeg?203x66}}
  
- Click the **Save** button. +  *  Click the <color #22b14c>**Save**</color> button.
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-**How To Delete an APP Dashboard** +
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- Click the SAP menu option titled **Dashboard Setup** under the **Administration** -**Setup** -**TWBS APP** menus to load the Dashboards setup screen.+{{:app/image44.jpeg?786}} 
 +===== How To Delete an APP Dashboard=====
  
- Click the Folder icon ({{:app/image767.jpeg?34x23}} ) to display a list of existing Dashboards.  Select the desired Dashboard and click the **Open** button. The Dashboard information will be displayed on the screen.+  *  Click the SAP menu option titled <color #22b14c>**Dashboard Setup**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups to load the **Dashboards** setup screen. 
 +  *  Click the Folder icon {{:app/image767.jpeg?34x23}} to display a list of existing Dashboards.  
 +  *  Select the desired Dashboard and click the <color #22b14c>**Open**</color> button. The Dashboard information will be displayed on the screen.
  
 {{:app/image768.jpeg?339x332}} {{:app/image768.jpeg?339x332}}
  
- Click the Delete icon ({{:app/image760.jpeg?25x26}} ) to delete the existing Dashboard.+  *  Click the <color #22b14c>**Delete**</color> icon {{:app/image760.jpeg?25x26}} to delete the existing Dashboard. 
 +  *  Click the <color #22b14c>**Yes**</color> button on the confirmation window.
  
- Click the **Yes** button on the confirmation window.+<WRAP center round important> 
 +Once a Dashboard's information has been removed from the system, it **cannot** be recovered and must be recreated manually. 
 +</WRAP>
  
-{{:app/image306.jpeg?723x52}}+{{:app/image44.jpeg?786}}
  
-**Warning** - Once a Dashboard's information has been removed from the system, it **cannot** be recovered and must be recreated manually.+===== How To Set Up User Defaults for an APP Dashboard =====
  
- +  *  Click the SAP menu option titled <color #22b14c>**Dashboard Setup**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups to load the **Dashboards** setup screen. 
- +  *  Click the Folder icon {{:app/image767.jpeg?34x23}} to display a list of existing Dashboards.  
- +  *  Select the desired Dashboard and click the <color #22b14c>**Open**</color> button. The Dashboard information will be displayed on the screen.
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-**How To Set Up User Defaults for an APP Dashboard** +
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- Click the SAP menu option titled **Dashboard Setup** under the **Administration** -**Setup** -**TWBS APP** menus to load the Dashboards setup screen. +
- +
- Click the Folder icon ({{:app/image767.jpeg?34x23}} ) to display a list of existing Dashboards.  Select the desired Dashboard and click the **Open** button. The Dashboard information will be displayed on the screen.+
  
 {{:app/image769.jpeg?339x332}} {{:app/image769.jpeg?339x332}}
  
- Click the **User Defaults** drop down menu to display the available users. +  *  Click the <color #00a2e8>**User Defaults**</color> drop down menu to display the available users. 
- +  *  Select the users that you want to assign this Dashboard as the default that will display at time of login to SAP® Business One. 
- Select the users that you want to assign this Dashboard as the default that will display at time of login to SAP® Business One. +  *  Click the <color #22b14c>**Update**</color> button to make changes to display the Dashboard windows layout. 
- +  *  The windows layout is automatically displayed with four windows, even if the original layout had fewer. Remove any unwanted windows. 
- Click the **Update** button to make changes to display the Dashboard windows layout. +  *  Modify the Dashboard information as needed.
- +
- The windows layout is automatically displayed with four windows, even if the original layout had fewer. Remove any unwanted windows. +
- +
- Modify the Dashboard information as needed.+
  
 {{:app/image766.jpeg?203x66}} {{:app/image766.jpeg?203x66}}
  
- Click the **Save** button. +  *  Click the <color #22b14c>**Save**</color> button.
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-**Query Tips and Tricks for APP Dashboards**+
  
 +{{:app/image44.jpeg?786}}
  
 +===== Query Tips and Tricks for APP Dashboards =====
  
-**SAP® Business One Link To Document Arrows**+==== SAP® Business One Link To Document Arrows ====
  
 One of the integration features of SAP® Business One custom queries is the ability to include a "Link To" golden arrow in the results set that allows the user to drill back to the referenced marketing document. In order to accomplish this, there are several key pieces of information that are **required** in the query to accomplish this link... One of the integration features of SAP® Business One custom queries is the ability to include a "Link To" golden arrow in the results set that allows the user to drill back to the referenced marketing document. In order to accomplish this, there are several key pieces of information that are **required** in the query to accomplish this link...
  
- Document Entry (DocEntry) value from the document table.+  *  Document Entry (DocEntry) value from the document table. 
 +  *  Object Type (ObjType) value usually from the document table.
  
- Object Type (ObjType) value usually from the document table.+<WRAP center round tip> 
 +The **SAP® Document Object Type Reference Guide** can be used to identify specific object type values. Refer to the **How To Add Link To Arrows for Production Order to TWBS Visual Query Results** section of the User Guide. 
 +</WRAP>
  
-{{:app/image235.jpeg?723x104}}+<WRAP center round important> 
 +The Production Order database table (OWOR) does not have a specific ObjType field that contains the value for the Production Order document header record. 
 +</WRAP>
  
-**Tip** - The [[#page785|**SAP® Document Object Type Reference Guide**]] can be [[#page223|used to identify specific object type values. Refer to the **How To Add**]] +==== Dates ====
- +
-**[[#page223|Link To Arrows for Production Order to TWBS Visual Query]]** [[#page223|**Results** section of the User Guide.]] +
- +
-{{:app/image195.jpeg?723x81}} +
- +
-**Warning** - The Production Order database table (OWOR) does not have a specific ObjType field that contains the value for the Production Order document header record. +
- +
-**Dates**+
  
 Assume that the current date is May 15, 2010 for the following examples. Assume that the current date is May 15, 2010 for the following examples.
  
- Current Date - **Select getdate()** will return the current system date & time.+  *  Current Date - <color #ff7f27>**Select getdate()**</color> will return the current system date & time.
  
-{{:app/image160.jpeg?723x69}}+<WRAP center round info> 
 +Parenthesis () are required since this is a SQL function. 
 +</WRAP>
  
-**Note** - Parenthesis () are required since this is a SQL function.+  *  Parsing Dates - Use the SQL <color #ff7f27>**datepart**</color> function to determine the year, quarter, month, week, and day of a date. The value returned is an integer (number) and can be used in additional calculations. 
 +    *  <color #ff7f27>**Select datepart(//year//,getdate())**</color> returns **2010**. 
 +    *  <color #ff7f27>**Select datepart(//quarter//,getdate())**</color> returns **2**. 
 +    *  <color #ff7f27>**Select datepart(//month//,getdate())**</color> returns **5**. 
 +    *  <color #ff7f27>**Select datepart(//week//,getdate())**</color> returns **21.** 
 +    *  <color #ff7f27>**Select datepart(//day//,getdate())**</color> returns **20.** 
 +  *  Filtering by Date - The SQL <color #ff7f27>**datepart**</color> function can also be used to compare dates in order to automatically select a reporting period. In these examples we will use the SAP® Business One Order Header (ORDR) date and the current date of May 15, 2010. 
 +    *  Records where the order date is in the current week 
 +      *  <color #ff7f27>**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate())**</color> 
 +    *  Records where the order date is in the prior week 
 +      *  <color #ff7f27>**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate()) - 1**</color> 
 +    *  Records where the order date is in the current quarter 
 +      *  <color #ff7f27>**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(quarter,t0.docdate) = datepart(quarter,getdate())**</color>
  
- Parsing Dates -Use the SQL **datepart** function to determine the year, quarter, month, week, and day of a date. The value returned is an integer (number) and can be used in additional calculations.+==== Numbers ====
  
-**Select datepart(//year//,getdate())** returns **2010**.+The user interface for SAP® Business One displays decimal numeric values based on the <color #22b14c>**Display**</color> tab setup which can be accessed the SAP menu option for <color #22b14c>**Display**</color> under the **Administration** -**System Initialization** -**General Settings** -**Display** menus.
  
-{{:app/image6.jpeg?10x10}} +the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>System Initialization</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>General Settings</color>** menu groups to load the **General Settings** screen.
- +
-**Select datepart(//quarter//,getdate())** returns **2**. +
- +
-{{:app/image6.jpeg?10x10}} +
- +
-**Select datepart(//month//,getdate())** returns **5**. +
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-{{:app/image6.jpeg?10x10}} +
- +
- +
- +
-**Select datepart(//week//,getdate())** returns **21.** +
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-{{:app/image6.jpeg?10x10}} +
- +
-**Select datepart(//day//,getdate())** returns **20.** +
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-{{:app/image6.jpeg?10x10}} +
- +
- Filtering by Date -The SQL **datepart** function can also be used to compare dates in order to automatically select a reporting period. In these examples we will use the SAP® Business One Order Header (ORDR) date and the current date of May 15, 2010. +
- +
-{{:app/image6.jpeg?10x10}} Records where the order date is in the current week +
- +
-**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate())** +
- +
-{{:app/image6.jpeg?10x10}} Records where the order date is in the prior week +
- +
-**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate()) - 1** +
- +
-{{:app/image6.jpeg?10x10}} Records where the order date is in the current quarter +
- +
-**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(quarter,t0.docdate) = datepart(quarter,getdate())** +
- +
-**Numbers** +
- +
-The user interface for SAP® Business One displays decimal numeric values based on the **Display** tab setup which can be accessed the SAP menu option for **Display** under the **Administration** -**System Initialization** -**General Settings** -**Display** menus.+
  
 However, decimal values are stored in the database to six-decimal precision. This means that a decimal value such as US Dollars that is displayed in SAP® Business One as 100.00 will be retrieved and displayed in the APP Charts as 100.000000. The number of decimals can be controlled by the SQL statement in the query. Combinations of **cast** and **round** can be used to arrive at a reasonable display value. However, decimal values are stored in the database to six-decimal precision. This means that a decimal value such as US Dollars that is displayed in SAP® Business One as 100.00 will be retrieved and displayed in the APP Charts as 100.000000. The number of decimals can be controlled by the SQL statement in the query. Combinations of **cast** and **round** can be used to arrive at a reasonable display value.
  
- Display the database value 100.000000 for the column DocTotal with 2 decimals (100.00) +  * Display the database value 100.000000 for the column DocTotal with 2 decimals (100.00) 
- +    * <color #ff7f27>**Select cast(t0.DocTotal as decimal(16,2))**</color> 
-**Select cast(t0.DocTotal as decimal(16,2))** +  * Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000) 
- +    * <color #ff7f27>**Select round(t0.DocTotal,0)**</color> 
- Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000) +  * Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000) and without decimals 
- +    * <color #ff7f27>**Select cast(round(t0.DocTotal,0) as int)**</color>
-**Select round(t0.DocTotal,0)** +
- +
- Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000) and without decimals +
- +
-**Select cast(round(t0.DocTotal,0) as int)** +
- +
- +
- +
-**How To Use APP Dashboards** +
  
 +{{:app/image44.jpeg?786}}
 +===== How To Use APP Dashboards =====
  
 Once an APP Dashboard has been created it is available for viewing via the right-click menu from the SAP® Business One form that it has been linked to. Once an APP Dashboard has been created it is available for viewing via the right-click menu from the SAP® Business One form that it has been linked to.
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 {{:app/image771.jpeg?236x130}} {{:app/image771.jpeg?236x130}}
  
-When more than one dashboard is linked to the screen, the titles of those dashboards will display in a **Dashboards** sub-menu off the regular right-click menu below any reports or charts...+When more than one dashboard is linked to the screen, the titles of those dashboards will display in a <color #22b14c>**Dashboards**</color> sub-menu off the regular right-click menu below any reports or charts...
  
 {{:app/image772.jpeg?409x148}} {{:app/image772.jpeg?409x148}}
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 A specific chart from a dashboard can be accessed by double-clicking on the chart window. This opens the standard APP Chart window for additional use. A specific chart from a dashboard can be accessed by double-clicking on the chart window. This opens the standard APP Chart window for additional use.
  
 +{{:app/image44.jpeg?786}}
  
  
app/app_how_to_dash.1557288256.txt.gz · Last modified: 2019/05/08 00:04 by dtucker

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