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  • 1.  Business Insights Explorer - Two General Questions

    Posted 01-22-2015 10:45
    Business Insights Explorer - Two General Questions 1) If you open the Customer History Invoice view and double click on a particular invoice, you end up in the History Invoice Items view. Is there a way to add the History Invoice Item view to the main Sage menu, either under the module or under the list of views in the Business Insights module? We help customers use these views (some customers call these sub-views or child views) for analysis a lot and it would be nice to go to them directly rather than jumping through the parent view first. 2) Is there a way to modify the underlying query the view is based upon to add additional columns? I'm not asking about adding columns to the view that are available through the ""Add"" button in the ""Column Settings"" dialog. I want to know if you can change the underlying query. All this is due to our experience with BIE views in Sage 500. In 500, you can add completely custom views to SQL and then use them to create new BIE views. You can also tweak an existing view that a BIE uses to add new columns from additional tables that weren't originally included. Thanks in advance everyone.


  • 2.  RE: Business Insights Explorer - Two General Questions

    Posted 01-22-2015 10:48
    The answer to both questions is no.


  • 3.  RE: Business Insights Explorer - Two General Questions

    Posted 01-22-2015 10:57
    @RobertWood - BOO!


  • 4.  RE: Business Insights Explorer - Two General Questions

    Posted 01-22-2015 10:58
    I agree.


  • 5.  RE: Business Insights Explorer - Two General Questions

    Posted 01-22-2015 11:49
    Can any of these be done in SI?


  • 6.  RE: Business Insights Explorer - Two General Questions

    Posted 01-22-2015 11:52
    Probably. I'm going to have to knuckle down a dig into SI.


  • 7.  RE: Business Insights Explorer - Two General Questions

    Posted 01-22-2015 22:55
    Shawn I hear you loud and clear. It turns out Sage 100 BIE has a View Builder and View Source Builder apps for this purpose but they bundled it as part of an SDK and unwisely then made it available only to M/Ds. And no M/Ds have done anything with it since except I did a project on it once in 4.30. It was not straightforward at all like it is with customizing a view with the MAS 500 Launcher. I say you mirror your 100 data to SQL, create views there, then create Excel pivot tables to point to the views. Or maybe use the Excel Power Pivot maybe it has the MAS 500 type BIE functionality built in.


  • 8.  RE: Business Insights Explorer - Two General Questions

    Posted 01-23-2015 05:54
    This is part of Sage's ""one and done"" development philosophy. Get one feature built in. Reorganize. Move on to the pet project of the latest product manager. Repeat.


  • 9.  RE: Business Insights Explorer - Two General Questions

    Posted 01-23-2015 07:19
    @AlnoorCassim that's the way I'm heading. It's too easy to do stuff like that in SQL and use Crystal or Excel as a presentation layer. Thanks for the confirmation.