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Questions which Generic Inquiry is it connect to?

 
Acumatica Generic Inquiries & Pivot Tables
Last Post by JustPaul 3 years ago
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JustPaul
Posts: 33
 JustPaul
Topic starter
March 29, 2023 1:51 pm
(@justpaul)
Trusted Member
Joined: 6 years ago

Generic Inquiry, exported to Excel. 

is it possible to trace back to which generic inquiry is the source of the Excel sheet, once the Parameters tab has been removed?

the site has a number of GI's - exported and used daily in Excel and refreshed often.  However, I can't seem to identify with certainty, the GI in Acumatica as the source of any one of the Excel files.  a pending upgrade is making this a higher priority.  of course after we upgrade, we will be changing over to Tim's OData pull from within Excel method. 

any pointers / tips or thoughts would be appreciated.

thanks.

Paul


Topic Tags
GI Generic Inquiry Excel refreshable
2 Replies
Royce Lithgo
Posts: 557
 Royce Lithgo
March 29, 2023 6:07 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

Well all i can think of is using the Access History page. Set Operation to Access Screen and Screen ID starts with GI.

That will give you the history of GI runs. Then you'd need to check the timestamp shown on Access History vs the timestamp of the Excel workbook. You might be able to narrow it down at least. It depends on how many GIs are being run at the site.

Failing that, find a backup of the workbook BEFORE the parameters tab was deleted. 


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John Doe Updated reacted
JustPaul
Posts: 33
 JustPaul
Topic starter
March 30, 2023 4:14 pm
(@justpaul)
Trusted Member
Joined: 6 years ago

I did try the Access page, thank you @Royce Lithgo.

Evidently, Refreshed GI's do not show up in Access page. I can confirm OData does, but nothing from GI's when being refreshed.

so far I have concluded that the Excel file will not provide enough information to conclusively identify the actual GI. Assuming the Connection name has not been changed, it will provide a hint. there must be a table in Acumatica with a GUID that is being used as the Excel sheet will perpetuate the filter from the GI, when using the filter icon before export.  Ill see what I can find within Acumatica sql db.

thanks for the ideas.

Paul


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John Doe Updated reacted
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Topic Tags:  GI (9) , Generic Inquiry (41) , Excel (7) , refreshable (1) ,
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