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Questions Dashboard Parameters Aren't Filtering Data from Underlying GI

 
Acumatica Dashboards
Last Post by mcraig 3 years ago
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Aaron Newby
Posts: 2
 Aaron Newby
Topic starter
February 15, 2023 6:08 pm
(@anewby)
Active Member
Joined: 3 years ago

I have created a GI that exposes Gross Profit Margin % by using a weighted average formula and am now trying to expose this data via a KPI Meter Widget on my Sales Manager dashboard.

image

On the dashboard, I have a date range parameter set that controls and filters the data of each widget on the dashboard based on the date range input by the end user. However, for some reason, I cannot get the KPI meter widget to respond to the parameters I have set.

Regardless of the date range selected, the widget is only showing the data as exposed by the GI itself. The only thing I can think of is that the grouping on the GI is somehow preventing the parameters from taking effect.

I can add parameters to the GI itself to manipulate the data as I see fit (see screenshot below).

image
image

However, when I remove the parameters from the GI in order to allow the dashboard parameters to filter the data, the data result doesn't respond - it simply exposes whatever the GI shows.

image
image

For a little more background information, the GI is using grouping in order to accomplish a weighted average for calculating gross profit margin. Taking a standard average of GP % results in an inflated margin % result which doesn't my team accurate data. Happy to provide more details as needed. Thanks in advance for your help!.

 


Topic Tags
grouping Parameters Dashboard Generic Inquiry
3 Replies
Royce Lithgo
Posts: 557
 Royce Lithgo
February 15, 2023 7:08 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

Did you map the dashboard parameters to the GI via the widget? 


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Tim Rodman reacted
Tahir Siddiqui
Posts: 3
 Tahir Siddiqui
February 16, 2023 4:58 am
(@tahirsiddiqui)
New Member
Joined: 3 years ago

go to widget property ---then filter setting ---then define there see attachment 

image

 


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mcraig
Posts: 65
 mcraig
February 16, 2023 1:32 pm
(@mcraig)
Estimable Member
Joined: 5 years ago

There have been a few posts on this problem.  Here is another one that may be related

Acumatica Dashboard Parameters • Acumatica Dashboards • Acumatica User Group Forums (augforums.com)


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Tim Rodman reacted
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Topic Tags:  grouping (3) , Parameters (9) , Dashboard (9) , Generic Inquiry (41) ,
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