Tag: Dashboards

Dashboards based on Real Screen

21 November 2018 by Sergey Marenich15 comments

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: Mark your Graph as dashboard source: [PX.Objects.GL.TableAndChartDashboardType] Mark you Data View as Filterable: [PXFilterable] 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… Read more

Copy Dashboard

7 December 2017 by Sergey Marenich7 comments

Hi All, Previously I shared with you how to copy dashboards using SQL script. Starting from Acumatica 2017R2 you can also copy dashboards with 2 more ways: Using customization project Export/Import from/to XML buttons Steps using Customization Project: Go to Customization Projects and create a new one. Find Dashboards section In the Customization Browser. Find and Select there a dashboard that you want to copy. Steps  Go and publish this customization to other companies Steps  Done, you can use it now. Please note that you can export customization project and copy dashboards to other Acumatica Instance. Steps using Export/Import from/to XML Another way you have Export to Xml/Import from Xml buttons… Read more