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
{
  [PX.Objects.GL.TableAndChartDashboardType]
  public class CurrentBranchInvoices : PXGraph<CurrentBranchInvoices>
  {
    public PXCancel<ARInvoice> Cancel;
  
    [PXFilterable]
    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!

15 Replies to “Dashboards based on Real Screen”

  1. Hi Sergey,

    How we can configured scrolling in tabular type dashboard widgets..?
    There is a option to put record count, which you want to show. But I need scrolling, how is it possible ?

    Thanks & Regards,
    Gaurav Katiyar

      1. Hi Sergey,

        Dashboard => Add Widget => Select Data Table
        How we can configured scrolling in this Data Table type dashboard widgets ?
        As there is no scrolling configuration..How can i achieve this.

        Thanks & Regards,
        Gaurav Katiyar

          1. Hi Sergey,

            There is no scrolling configuration in design.
            Only Record Limit & Automatically Adjust Height option is there.

            Thanks & Regards,
            Gaurav Katiyar

  2. Hi Sergey,

    How we can configured scrolling in tabular type dashboard widgets..?

    Thanks & Regards,
    Gaurav Katiyar

  3. Hi Sergey,

    If i am creating a Generic Inquiry from GI Screen (SM208000) & a Dashboard from Dashboard Screen (SM208600), I want to give my own initials (starting 2 character) for screen name as per my project module (means not GI & DB, which takes by default for screen name)

    Please let me know how can we give our own initials for the Screen name for Generic Inquiry & Dashboards..

    Regards,
    Gaurav Katiyar

    1. Gaurav, I recommend you to go to the Site Maps screen, find there your screen by ID and rename it manually.
      Than don’t forget to update sitemap records in the customization project.

      1. Hi Sergey,

        Can we update whole screen id with this process ?
        & Is this process is same to update Pivot Screen Id ?

        Thanks & Regards,
        Gaurav Katiyar

        1. Yes, you can update screen id at the Sitemap screen. But please note that access rights, filters and some other things are depend on screen id. If you change it, it may be dropped.
          If that is your inquiry (not standard) you can update it. Standard Inquiries are not available in the customization.

          1. Hi Sergey,

            Not standard Inquiry means inquiry created from code…is it correct ??
            I want to change screen id’s of my generic inquiries, dashboard & pivot..
            What will be the impact on my Customization Project (Package) ?

            Thanks & Regards,
            Gaurav Katiyar

      2. Hi Sergey,

        If i am using my inquiry in the dashboard only.
        In this case, i will update my screen id only in the site map screen, i can not update site map records in customization..because only separate screens are available in the site map records in customization ?
        If it is correct..Please confirm ?

        Thanks & Regards,
        Gaurav Katiyar

  4. 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,
    Christopher

Leave a Reply

Your email address will not be published. Required fields are marked *