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Live 11: Reporting Party – Bring your questions and try to stump the panel

June 24, 2021 by Tim Rodman

AUGForums.com Live is a bi-weekly broadcast run by Ryan Brown, CEO at xByte, an Acumatica Customer. Come ask questions during the broadcast!

Click here to watch the recording on YouTube with chat playback
Click here for upcoming broadcasts and previous broadcast recordings

0:00 AUGForums.com Live Introduction #Acumatica
3:17 #AcumaticaTnT – Tips and Tricks that will blow your mind
4:03 Getting the party started
4:45 What’s your Acumatica reporting story and how did you get started?
12:43 Acumatica reporting functionality vs 3rd party reporting tools
17:36 SQL vs Data Access Classes
27:02 Reporting functionality coming to Acumatica in the future
31:00 Audience Question: Report Designer visibility expression
37:25 Finding a Manufacturing step that was missed, a general technique that’s applicable to many situations
45:31 Audience Question: Challenges with building a Project Profit & Loss and choosing the right tool
47:59 Left Outer Joins vs Cross Joins
55:37 The history of #AcumaticaTnT
56:48 Audience Question: Converting a 4 decimal number to an integer
59:10 Final Thoughts

Today’s Guests

Arline Welty
Location: Chicago, Illinois

Laura Jaffe
Location: Cleveland, Ohio

PostID Related Links
Test #AcumaticaTnT #1 - Adding nicely formatting links to a Dashboard
Test #AcumaticaTnT #1 - How to make redirects in Acumatica and Popup warning
Test #AcumaticaTnT #1 - How to print multiple product labels based on a line item quantity WITHOUT a customization
Test #AcumaticaTnT #1 - Sync Sales Order User Defined Fields at time of Order Import from BigCommerce to Acumatica
Test #AcumaticaTnT #2 - Code to properly display totals on a Grid / Inquiry
Test #AcumaticaTnT #2 - Get Last Sales Price and Quantity without SQL
Test #AcumaticaTnT #2 - How to make selector for CSAnswers
Test #AcumaticaTnT #2 - Vote on Idea to merge customers/vendors, not just prospects
Test #AcumaticaTnT #3 - Default Sorting on Aggregate Results
Test #AcumaticaTnT #3 - Dynamically changing a selector for a given data record in grid for Acumatica
Test #AcumaticaTnT #3 - Joining to DateInfo Table Challenge
Test #AcumaticaTnT #3 - Mapping Acumatica Customer ID into BigCommerce
Test #AcumaticaTnT #4 - Acumatica Events Page
Test #AcumaticaTnT #4 - Creating "Harvester" Parameters
Test #AcumaticaTnT #4 - Sync an Item from BigCommerce to Acumatica using Sync Status as Side Panel
Test #AcumaticaTnT #4 - User-Defined Fields in Workflow and Attributes getting deprecated in future Acumatica versions
Test 1st ever Power BI User Group - Tim's the guy who brought his laptop to Mavis Winkle’s
Test Acumatica 2021 R1 Release Notes
Test Acumatica and Excel OData Credentials on Local Computer
Test Acumatica OData announcement and why it matters
Test Acumatica Summit 2021
Test Acumatica Summit 2021
Test Acumatica Summit 2021
Test Acumatica University
Test Arline Welty crashes the party
Test Big Data Iceberg - Calculation Engine vs. Data Visualization
Test BigCommerce University
Test Broadcast Notes
Test Broadcast Notes
Test Chip Fritsch
Test City Worth Loans
Test Contact Arline
Test Contact Laura
Test Creating Parameters in Excel that restrict data returned from Acumatica
Test DataQuest
Test Discussion Forum for Acumatica, OData, and Power BI
Test Doug and Steven Session at Summit 2021:
"Low Code/No Code Development with the New Workflow Engine"
Test Doug Presentation Slides
Test Embed Excel Online in Acumatica
Test Embed Power BI in Acumatica
Test Hackathon at Acumatica Summit 2021
Test Hackathon Recap Blog Post
Test Julian Schrenzel
Test Laura's Blog Post
Test Live Suggestions
Test New #AcumaticaTnT Feature on AUGForums.com
Test New Course: W150 Workflows
Test New GI Features coming to Acumatica in the future
Test Parallel Solutions
Test Picture of Ryan's Team Winning 1st Place
Test Rewind Copy for BigCommerce Sandboxes
Test Rob Collie - Guy who Tim Rodman learned Power BI from
Test Rob Collie's Best-Selling Book - Excel user's guide to Power BI
Test Ryan Brown Automation Steps Generic Inquiry
Test Ryan Brown Automation Steps Generic Inquiry Side Panel
Test Sample xByte BigCommerce Product Page
Test Skyvia database update tool for BigCommerce
Test SQL Joins
Test Ten Ways to Deliver Business Impact with Power BI
Test Thanks Shawn Slavin and ITA Alliance
Test Thanks Shawn Slavin for your office
Test Tim's Thoughts on Sage
Test Toon Six
Test What is Power BI?

Chat Transcript

Kay
​Hi! from sunny Rochester, NY

AUGForums dot com
​Where’s everyone joining from today?

Brandon Halvorsen
​Hello everyone! from Lincoln, NE

Pat Long
​Hi from Clifton Park NY

Michael Triffon
​So I have a question about Visible expression formulas, let me know when I can ask

Marcela
​Hi, I am from Ontario, Canada.

Kay​
💃

D Dunn​
Here from Nanaimo, BC, Canada

AUGForums dot com​
We’ve got a few questions queued up, then we’ll get to the comments.

Matthew Craig
​From Hi from Calgary Canada

Doug Paul​
Doug from Venice Florida. LIghtspeed Voice.

Michael Triffon
​Thanks

Doug McBride
​Doug from Alaska Indoor Sports

Michael Triffon
​Do I ask in the chat or is there another place to post the questions?

AUGForums dot com​
Chat is perfect

Kay​
washhands

Michael Triffon​
Michael Triffon from Pabian Partners

Michael Triffon
​I am trying to hide a box if the value of a field is equal to an FOB point. I tried using an iff statement.

Gregory Peterson
​Gregory from Alaska Indoor Sports

Michael Triffon
​Currently I’m trying to use =[FOBPoint.FOBPointID]=’ORIGIN’ in the visible expression field but it hides the box regardless of the value.

Kay
​washhands

Mohd Kashif​
hi, from India

D Dunn​
I write VBA almost everyday! 🙂

AUGForums dot com
​Do we want Acumatica to focus on reporting functionality themselves or do a better job of promoting ISV products?

Doug McBride
​In Acumatica

Marcela
​Fist option

Kelly Harris​
In Acumatica

Michael Triffon
​In Acumatica

Christopher Nawrot
​Rather be in Acumatica.

Mohd Kashif​
I agree with Laura.

Michael Triffon
​Classic ERP was about looking at reports to know what you need to do whereas modern ERP is about moving transactions along and alerting people when intervention is needed. Passive vs active

Michael Triffon​
Does anyone what ERP stands for? Excel replacement program.

Louise Brewster
​ARM is such a weak tool compared to other financial reporting packages in other ERP systems.

Tony Lanzer
​We try to push toward GIs when possible vs. reports unless the output will be printed

D Dunn
​The 3rdparty marketplace will always out feature the built-in reporting. Even if we pulled an existing tool into ACM, the 3rdparty would still find ways of differentiating.

Tony Lanzer
​Can you use projections instead of sql views?

Andie M
​Hi from California; I’m having to jump off for a conference call… will this be recorded/available to view later?

D Dunn
​You can, but you need to understand how to write the BQL code. Not user friendly.

AUGForums dot com​
Yes, recording is available on AUGForums.com/Live

Tony Lanzer
​yes

Tony Lanzer
​BQL def. not user friendly though

D Dunn​
I don’t think you can do union joins without writing code. But, you can build a DAC projection to give you any data. Alas, not as powerful as a SQL query.

Dave Ziskind
​Does Acumatica reveal database changes with upgrades (let alone updates)?

D Dunn​
Decoupling: Imagine running a pivot in Excel and then using another worksheet to pull data from the pivot table results.

Michael Triffon
​Me

Michael Triffon
​I am trying to hide a box depending on the value of a field

AUGForums dot com
​The bottom of the Developer Release Notes has database changes from version to version. Here’s the Developer Release Notes for Acumatica 2020 R2: ​http://acumatica-builds.s3.amazonaws….

Michael Triffon
​I will be trying your solution live

Michael Triffon
​Yes

Michael Triffon
​Report designer

Michael Triffon
​Will try now

D Dunn​
And make sure that you’re getting back ‘ORIGIN’ vs ‘ORIGIN ‘

D Dunn​
(trailing spaces)

Michael Triffon
​Thought about that and tried as well but didn’t work either

Michael Triffon​
Did that

Michael Triffon
​And I get the expression value

Michael Triffon
​First thing I did was create a box to show the value, then used that

Michael Triffon
​Good idea

Michael Triffon
​SCTR is a good idea

Michael Triffon
​You can bet I will

AUGForums dot com
​=CStr([FOBPoint.FOBPointID])

Matthew Craig​
Maybe Acumatica will add functionality to trigger a event base on widget parm on a dashboard

Michael Triffon
​When all you have a is a hammer, everything looks like a nail

Michael Triffon​
Most consultants are more comfortable with one tool and that swhat they lean to.

Michael Triffon
​I am working on a report that is using field xyz. When I try to modify the field it’s says the field doesn’t exist.

Michael Triffon
​Was the field deprecated? It’s not in the tables yet still gives a result in it’s original form.

D Dunn​
The performance issue is that the database cannot optimize the query so it looks at every record in both tables.

AUGForums dot com​
Michael: File -> Build Schema -> Refresh All

Michael Triffon
​That worked, thanks! I thought loading the schema would do it.

Michael Triffon
​Last question for the day: What is the best way to convert a 4 decimal number into an integer? I need to eliminate decimal place.

Michael Triffon
​I tried CInt, Round, and formats but can get rid of it.

Michael Triffon
​In report Designer

Michael Triffon
​I tried

Michael Triffon
​🙂

Michael Triffon
​Thats what I did

Michael Triffon
​Ok thanks!

Filed Under: Podcast Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Podcast, Acumatica Training, Acumatica User Group, AUG Blog Audio Post

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