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Insights 2019

EECX08 - Epicor ERP Dashboards – The Basics and Beyond

Session Description

COST: There is an additional $275 fee to attend this session.Click this link to register: https://epicorinsights2019.smarteventscloud.com/portal/newreg.ww.

This extended education session is ideal for Power Users who have a need for greater visibility of Epicor data. Dashboards are the primary tool to display the output of queries in a menu-accessible format. The ERP embedded dashboards display related data in multiple panels and to offer you the ability to rearrange and organize the data which makes them more flexible than the conventional report. This session will leave you well equipped to build a basic dashboard to display relevant data to your position, provide parameters for selecting subsets of that data, and enhance the display through charts and rules.

OBJECTIVES: Upon completion of this session you will be able to:

  • Explain the general purpose and functionality of dashboards
  • Create a new dashboard using existing queries
  • Modify dashboard properties to make it available as an advanced search
  • Add images to a new column in the current grid
  • Add an advanced search with a range for searching for multiple records
  • Add a Dashboard Browse to the dashboard
  • Add multiple sheets with grids to the dashboard
  • Create foreign key and sub table views to interrelate information on the dashboard
  • Build and deploy dashboards to the Main menu and Favorites bar
  • Utilize properties within the elements of the dashboard to optimize the display
  • Add visualize components
  • Group, summarize and or filter data in the data grid
  • Extract data from a dashboard
  • Explore updatable dashboards

AUDIENCE: This session will appeal to the following audience:

  • Epicor Power Users with need for greater visibility of their ERP data
  • CFO/Controller
  • COO/Operations Manager
  • Production Manager
  • Account Manager
  • Sales Representative
  • System Administrator
  • IT/Technical Staff

PREREQUISITES: None.

APPLICABLE PRODUCTS: This session will be of benefit to customers running Epicor ERP version 10.x

PROGRAM LEVEL: Beginner

FIELD OF STUDY: Computer Science.

CPE CREDITS: 4.0


Additional Information
Extended Education
4 Hours
Session Schedule