Ideas for Acumatica

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Dashboard Parameters

The new Dashboards in Acumatica are much improved over the ones in 5.3. Plus, now we can show them in the mobile app, even better. But let's not stop, let's keep making them even better.

One way to make them better, I think, would be to add Dashboard Parameters. If you could define parameters for Dashboards that would be displayed on the top of the Dashboard, that would be very cool. They could function just like the Parameters tab in the Generic Inquiry screen.

When defining a new Dashboard Widget, you would need a way to pass a Dashboard Parameter to it. There is currently an INQUIRY PARAMETERS button on the widgets which opens a new window when you click it, but the Value column in that window is just a text field. If the Value column could accept a formula, including the new Dashboard Parameter (eg. @DashboardParameter1), then that would solve the problem.

Overall, this would function very much like a subreport in Report Designer where you still have to define a parameter in the report that you are calling, but you can pass a value to it when calling it on the main report.

It would also function similarly to the new Navigation feature in Generic Inquiry where you can create a formula that includes a parameter in the Parameter field in the Navigation Parameters section on the Navigation tab of the Generic Inquiry screen.

Many use cases for this, but here is one that I just heard from a partner who is demoing to a prospect: The prospect wants to see a 360 degree view of a customer. You could build a Customer dashboard that displays all sorts of KPI metrics about the customer (total open orders, total sales this year, total sales last year, number of open opportunities, etc.), with the ability to drill into the inquiries behind the KPIs. But you would need a Dashboard Parameter at the top so you could select the Customer and have all of the KPIs update with data about that Customer.

  • Tim Rodman
  • Oct 30 2017
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  • Tim Rodman commented
    October 30, 2017 21:12

    A couple more thoughts on this.

    First, I would also want to be able to populate those Dashboard Parameter values through a URL, which you can currently do with Generic Inquiries. Currently with Generic Inquiries, if you define parameters and populate values for them, they get built into the URL like this (click here).

    Second, I would want to be able to call a Dashboard from the Screens section on the Navigation tab of the Generic Inquiries screen (you can't currently do this) and also populate the Dashboard Parameters using the Navigation Parameters section. This would allow me to take a list as an entry point and add an addition column for drilling down into the Dashboard for the record rather than the Data Entry screen like you can see with the Customer Dashboard column in this screenshot (click here).

  • Vladimir Panchenko commented
    May 30, 2018 10:45

    This feature has been shipped in 2018R1.

    Navigation from Generic Inquiries to Dashboards is available since 2018R1 Update 4.

    As for populating parameters from URL, this functionality is not supported right now, but we'll think about it.