Dashboards based on Real Screen

Hi All,

You may know that it is easy to do a dashboard in Acumatica based on Generic Inquiry. But you also can enable your custom real screen to be a dashboard source.

To do this you actually need only 3 things:

  1. Mark your Graph as dashboard source: [PX.Objects.GL.TableAndChartDashboardType]
  2. Mark you Data View as Filterable: [PXFilterable]
  3. Add a Data View delegate. For some reason dashboard does not work without it. I hope this issue will be solved soon.

Full code source:

using System;
using System.Collections;
using System.Collections.Generic;
using PX.Data;
using PX.Objects.AR;

namespace CUrrentBranch
  public class CurrentBranchInvoices : PXGraph<CurrentBranchInvoices>
    public PXCancel<ARInvoice> Cancel;
    public PXSelect<ARInvoice> MasterView;
    public virtual IEnumerable masterView()
      return PXSelect<ARInvoice,
        Where<ARInvoice.branchID, Equal<Current<AccessInfo.branchID>>>>.Select(this);

After that, you can use your custom screen as a dashboard source:
Acumatica Dashboard Source

Hope it helps!

1 Reply to “Dashboards based on Real Screen”

  1. Thank you Sergey.

    This works like a charm and there is much more flexibility doing things this way.
    I will share this article link on Tim Rodman’s Forum ( I posted a question around this issue of current user branch on his forum)

    Kind regards,

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