通用查詢：避免典型陷阱.pdf

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1、Generic Inquiries:Avoiding Typical PitfallsGregg Mercede2AgendaIntroductionLearning ObjectivesSession OverviewLearning Objective 1 Typical IssuesBusiness Scenario Use Case and SolutionDemoBenefits and ConsiderationsLearning Objective 2 FormulasLearning Objective 3 PerformanceLearning Objective 4 Agg

2、regationsQuiz Q&ASummary and Key Takeaways3Presented byGregg MercedeCEO4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to pro

3、vide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Session Overview6Session OverviewRetrie

4、ving and making Information about your business actionable is critical for success.Generic Inquiries are a key tool in making information available to decision makers.Generic Inquiries have powerful capabilities such as formulas and aggregations which make your inquiry results even more meaningful a

5、nd impactful.Generic Inquiries can also negatively impact the performance of your transactional system.This session highlights things to avoid while working with a Generic Inquiry.Learning Objectives8Learning ObjectivesNew Field-Avoid Typical IssuesoRunning into performance problemsFormulas:Friend o

6、r FoeoStruggling with incorrect formulasoImproperly linking formulasAggregations:Dos and DontsoUsing inaccurate aggregationsPerformance:How to Quickly/Easily Improve/OptimizeoRequesting too much dataLearning Objective 1New Field-Avoid Typical Issues10Learning Objective 1 New Field:Avoid Typical Issu

7、esIn this session,you will learn how to do the following:Review the available fieldsDetermine which table has the field requiredJoin tables properly to make the new field availableUse this field in the results grid11Importance of Adding a New Column DataYour users depend on having information they c

8、an find for the business12Acumatica ERP Generic InquiriesAcumaticas Generic Inquiry wizard makes it easy to construct inquires and then create the desired result setsBusiness Scenario Avoid Typical Issues14Learning Objective 1-New Field:Avoid Typical IssuesSusie loves using the Sales Profitability A

9、nalysis report to research sales trendsSusie needs to extend her research to be regional and by year so the company can assess adding more resources for varied reasons such as a new warehouse or sales officeWithout this data,the company will miss an opportunity to expand into competitive marketsSolu

10、tionAdd State as a new column to the generic inquiry used to generate the Sales Profitability Analysis reportCreate a pivot table so Susie can analyze sales clearly on one screen by state15Solution:State Field is AddedDemo New Field:Avoid Typical Issues17Benefits and Considerations:New Field Avoidin

11、g Typical IssuesSales by Year and State can show Susie where the company is doing wellDate Filters can be important as a pivot of this size can take timeJoining the correct fields is critical for performance and avoiding excessive load timesLearning Objective 2 Formulas:Friend or Foe19Learning Objec

12、tive 2 Formulas:Friend or FoeIn this session,you will learn how to do the following:Create a calculated field using a formulaTo use the formula editorSetting expectations for formula use20Acumatica FormulasAcumaticas Generic Inquiry formulas makes it easy to create calculated fields without requirin

13、g codeBusiness Scenario Formulas:Friend or Foe22Learning Objective 2:Formulas:Friend or FoeNow that Susie can do her research using the enhanced inquiry,she wants to know what the Net Sales are debit or credit?Can refine go to market plans even further so the company will not miss opportunitiesSolut

14、ionEnhance the Sales Profitability Analysis report by adding a new Net Sales columnColumn will demonstrate contain a positive(credit)or negative(debit)numberDemo Formulas:Friend or FoeBenefits and Considerations Formulas:Friend or FoeFormulas can be used to calculate new fields without any codeFormu

15、las can use logic to determine outcomes for fieldsAvoid complex or long formulas to keep maintenance by others manageableLearning Objective 3-Performance:How to Quickly/Easily Improve/Optimize26Learning Objective 3 Performance:How to Quickly/Easily Improve/OptimizeIn this session,you will learn how

16、to do the following:Add a parameter to focus the results on the information requiredLink a condition to this parameterDetermine if the desired results are returned and set defaults for future useConsiderationsIs this field we are using for a parameter an indexed field?How does one determine this?Bus

17、iness Scenario Performance:How to Quickly/Easily Improve/Optimize28Learning Objective 3 Performance:How to Quickly/Easily Improve/OptimizeBob runs a help desk operationRelies on Acumaticas case management system to track new,open,and closed case activityCustomer service manager needs to field calls

18、from customers when an escalation arises and find the relevant information fastThey need to analyze a calling customer by their cases aloneSolutionAdd a parameter on the Cases inquiry form to allow a particular customer to quickly filter the inquiry results and receive focused output29Supporting Inf

19、ormationDemo Performance:How to Quickly/Easily Improve/Optimize31Benefits and Considerations:Performance How to Quickly/Easily Improve/OptimizeUsing parameters reduces execution time and retrieves just the results requiredParameters enable GI Designers to define filters making the Inquiry more intui

20、tive,friendly and more performant.They help focus the requested informationParameters are especially useful in side panelsConsiderationsAlways use the CD field or also referred to as the natural key for your parametersACCTCD=AABARTENDE 23AF-FAA3-23AE-BAE4-23FE=not memorable nor friendlyLearning Obje

21、ctive 4 Aggregations:Dos and Donts33Learning Objective 4 Aggregations:Dos and DontsWhat aggregations are possible?Create aggregated result setsBusiness Scenario Aggregations Dos and Donts35Learning Objective 4 Aggregations:Dos and DontsJohn would like to summarize purchase order totals by vendorSolu

22、tionUse grouping to aggregate the resultsWe specify data fields by which we want to group data on the Grouping tab of the GI form and then select an aggregation function for these fields on the Results Grid tabDemo Aggregations:Dos and Donts37Benefits and Considerations:Aggregations:Dos and DontsThe

23、 are several types of aggregation functions to considerAggregated results are visually more organized and more impactfulConsiderationsThe aggregate function must correspond with the type of the field selected in the Data Field columnSelecting the SUM function for a character data type(customers name

24、,address,email address)causes a runtime errorFor the calculated columns,you must select the appropriate aggregation function manually no single function applies by defaultQuizQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at th

25、e end of the quiz.40Quiz ExplanationQ:What is the most critical element of creating a Generic Inquiry that may impact its performance and output?1.Setting access rights2.Joining tables3.Adding style and formatting4.Using simple conditionsQuizScan the QR code to participate in the quiz.To receive CPE

26、 credit,you must include your full name and email address at the end of the quiz.42Quiz ExplanationQ:What modification of an inquiry can help you to reduce execution time and get more focused output?1.Using complex formulas2.Configuring navigation3.Adding parameters and linked conditionsSession Summ

27、ary44Conclusion and Key Takeaways Acumatica ERPs Generic Inquiry wizard makes it easy to construct inquiries and create the desired results setsPivot Tables are a powerful means of visualizing the data and enables quick analysisParameters enable performant conditional data retrieval for faster decis

28、ion makingGeneric Inquiries enable aggregation for better visualization of retrieved information45Keep in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and n

29、o reliance should be placed on their availability.Confidentiality:This document,including any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Gregg M