Dashboard

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With the dashboard function you can show context sensitive dashboards in a separate window or choose to print the dashboard as a PDF file  or image.

2017-07-13 10_40_16

 

Field

Description

Form Title

Title of the window showing.

Form Width

Initial width of the window in pixels

Form Height

Initial height of the window in pixels

Dashboard

The dashboard that should be launched

State

Initial state of the window (Normal, Minimized, Maximized)

Parameters

You have the option pass along parameters to the dashboard (example: a specific customer code or a specific document number).

Column

Description

Parameter

Here the names of the parameters in the dashboard is automatically drawn and shown

Value

Here you enter the value that you wish to send along to the dashboard. You have several options on how to pass along parameters

-         Fixed value

o   You can enter any fixed value (123, abc and so on all depending on your report parameters value)

-         Dynamic Syntax Value

o   Use the common dynamic syntax ($[$<item>.<col>.<type>] or $[<table>.<field>.<type>]) to pass along data from the active window in SAP Business One. For more information on the dynamic syntax, see the dynamic syntax guide

§ Sample: $[$8.0.NUMBER] to pass the document number on a Sales Order.

-         BOY_DOCKEY keyword

o   This special keyword will give you the DocEntry-field of all sales and purchase documents and the primary key of other windows that are supported by B1UP

-         BOY_USERNAME keyword

o   This special keyword will give you the username of the current user

-         BOY_USER keyword

o   This special keyword will give you the internal key of the current user

-         BOY_PERIOD keyword

o   This special keyword will give you the current period

-         SQL value

o   Use the SQL:<your SQL> syntax to execute your SQL where the result of the SQL will be passed along as the value. In <your SQL> you can use the dynamic syntax

§ Sample: SQL:SELECT DocEntry FROM OINV WHERE DocNum = $[$8.0.0]

-         Variables

o   Use one of the 20 input variables(([%0], [%1], [%2], [%3] … [%19]))

 

Variables

Here you have the option to define up to 20 Variables ([%0], [%1], [%2], [%3] … [%19]) there can be used as parameters in the Crystal Reports.

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Column

Description

Variable

The variable you are defining the source for

Source

The Source. It can a custom value or a list of common values like Business partners etc.

If can find the list of value you wish you also have the option to define a SQL sentence that should retrieve the values as a combo box.

Caption

The caption of the variable (The text shown when prompting the user for the value)

Source SQL

If you in the Source select SQL as source, you define the SQL here (else it is not used). The SQL sentence should be a SELECT statement with two selected columns. first value will be seen as the value of the selection and second will be seen as the description.

SELECT <VALUE>,<DESCRIPTION> FROM <TABLE>

Sample: SELECT CardCode, CardName FROM OCRD

would result in a list of all Business Partners. CardCode will be the value for the customer select and CardName will be the description that help them choose the value.

Title

The title of the window shown when prompting the user for the values

NB: THE DEFAULT TITLE IS ‘DEFINE SURVEY VARIABLES’ IF NO TITLE IS GIVEN.

 

Action: Show Dashboard

If you check this option, you will launch and show the Dashboard in a separate window.

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You have the option to have either an internal window or an external window (that you can move onto another screen)

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Action: Save Report

You also have the option to directly save the Dashboard as either a PDF file or a image . For that you need to provide a filename and a file type.

TIP: YOU HAVE THE OPTION TO MAKE THE FILENAME UNIQUE BY USING THE FOLLOWING KEYWORDS IN THE FILENAME:

-         $[DATE] FOR CURRENT DATE

-         $[TIME] FOR CURRENT TIME (HH:MM)

-         $[LONGTIME] FOR EXTENDED CURRENT TIME (HH:MM:SS)

-         THE NORMAL $[$ITEM.COLUMN.TYPE] DYNAMIC SYNTAX

File Type

What type the file is

Open

If the file saved should be opened after generation.