Epicor Kinetic Dashboard Examples (Shop Floor, Sales, Purchasing) and How to Add Filters

How to build an example dashboard with a filter

1. 1Open Query Builder (BAQ Designer) and create a new query for the subject, such as late jobs.
2. 2Add the tables: for the shop floor JobHead and JobOper, for sales OrderHed, OrderDtl and OrderRel, for purchasing POHeader, PODetail and PORel.
3. 3In Display Fields, choose a limited set of columns and give them clear labels; add a calculated field for days late if needed.
4. 4In Phrase Build or criteria, add conditions such as JobComplete is false and ReqDueDate is before today, and mark a criteria to prompt for a value if users should choose it.
5. 5Test the query on the Analyze tab, then save and publish it as a dashboard source.
6. 6Create the dashboard and add a grid or chart bound to the query, and set the refresh options.
7. 7Add the dashboard to a menu and assign security; check the filters and the result with a user from the target group.

Sales and purchasing examples

Common pitfalls

• !Loading entire transaction tables and relying on the grid filter to reduce them.
• !Joining OrderRel without considering one row per release, multiplying line counts.
• !Using too many columns, which makes grids slow and hard to read.
• !Forgetting security: a dashboard shows data from the query even where the user lacks the equivalent program access.
• !Not defining what late means, so different dashboards show different counts.