In Sage X3, records can be displayed in many ways but sometimes there might be a requirement of displaying data on user login. Sage X3 allows one feature of displaying such data which can be called as landing pages or dashboard.<\/p>\n\n\n\n
In this blog we will create graph in dashboard using statistical parameters in Sage X3. Consider a simple example for displaying data of sales invoice. Firstly, we need to create a statistical trigger which will be used in statistical parameter.<\/p>\n\n\n\n
Navigate to All -> Setup -> Usage -> Statistics -> Statistical triggers<\/strong><\/p>\n\n\n\n Click on New button and create a statistical trigger. Here triggering code is \u201cYTEST\u201d, triggering table is \u201cSINVOICE\u201d from which we want to show data and date field \u201cACCDAT\u201d for the graph. In Advanced section, you can formulate statistical data as per requirement. Here, we have to create variables which hold sum of amounts in formula and will be displayed in statistics.<\/p>\n\n\n\n\n\n Navigate to All -> Setup -> Usage -> Statistics -> Statistical parameters<\/strong><\/p>\n\n\n\n Create statistical parameter as shown below where parameter code is \u201cYSP\u201d, Enable the \u201cActive\u201d checkbox, enter the trigger code \u201cYTEST\u201d which we created earlier, \u201cupdate code\u201d will come automatically in the screen and select the periodicity you want such as daily, weekly, monthly, quarterly, yearly, etc. for records to show in statistical graph.<\/p>\n\n\n\n\n\n Select Characteristic type whether \u201cReal-time\u201d or \u201cBatch\u201d, in fields we can add table fields to show, here we have selected \u201cNUM\u201d i.e. Document number, in values section we need to select the variables created in trigger screen, also in columns section, which field you want to display you need to select in formulas as shown in below figure.<\/p>\n\n\n\n\n\n Now, Navigate to All -> Setup -> Usage -> Statistics -> Dashboard views<\/strong><\/p>\n\n\n\n Create a dashboard view as shown below where view code is \u201cYDVTEST\u201d, Type as \u201cSTA\u201d, statistical code as \u201cYSP\u201d, in parameters set the formula as per requirement and Visual component as \u201cST1\u201d, standard statistic (can be created new too).<\/p>\n\n\n\n\n\n Now, create a menu item for this statistical parameter which is required to add it in the landing page or dashboard. Select Link type as \u201cStatistics\u201d as shown in below figure.<\/p>\n\n\n\n\n\n Select Application as \u201cX3 ERP\u201d, endpoint your folder name, statistical parameter code \u201cYSP\u201d in Stat name, in parameters put the dashboard view code created as shown below and click on save button.<\/p>\n\n\n\n\n\n Now Navigate to All -> Administration -> Authoring -> Pages -> Home pages<\/strong><\/p>\n\n\n\n Create a new dashboard page and add the new menu item created in \u201cGadgets\u201d selection and select super administrator as \u201cowner\u201d and click on save, as shown in below figure.<\/p>\n\n\n\n\n\n If the graph is not visible in the dashboard page, then Navigate to All -> Usage -> Statistics -> Batch validation <\/strong>and select your statistical code, update type, since date and until date and click on \u201cOK\u201d button which will validate your statistical parameter and the graph will get visible in the dashboard page.<\/p>\n\n\n\n\n\n\n\n By using above steps we can create dashboards using statistical parameters.<\/p>\n\n\n\n This blog helps us in creating or adding graph in dashboard or landing page using statistical parameter in Sage X3.<\/p>\n\n\n\n Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" In Sage X3, records can be displayed in many ways but sometimes there might be a requirement of displaying data on user login. Sage X3 allows one feature of displaying such data which can be called as landing pages or dashboard. In this blog we will create graph in dashboard using statistical parameters in Sage\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,8],"tags":[496,3067,3453,3454],"class_list":["post-23797","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","tag-dashboard","tag-graph","tag-landing-page","tag-statistical-parameter"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23797","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=23797"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23797\/revisions"}],"predecessor-version":[{"id":23808,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23797\/revisions\/23808"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23797"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23797"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23797"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}About Us<\/strong><\/h2>\n\n\n\n