Portal displaying data from two tables - portal

I have two tables which both include a date field. Currently I have two portals, one for each table (occurrence).
Is it was possible to display the results of both of these in one portal, and sort by the date?

Technically a portal can only display records from one table. If you need to join two tables then you have to do this manually or change the design and use one table instead of two (since you want them in the same portal, then the tables are similar to some degree; maybe this similarity can go into its own table).
Sometimes developers use the so-called virtual table technique: they create a table with, say, a field with the record number and a bunch of calculated fields that pick their values from elsewhere, for example, from prefilled global variables. They create a portal to this table, set up the relationship to display the required number of records, and write the code to fill these variables. This way they can show data that isn't stored in any table, combine tables, etc. But it's an arcane technique, I would recommend it only as the last resort.

Related

Concatenated SQL fields in selector and/or custom PXDimension

We have a set of BLC/DAC for a customization that has multiple tables with the given relationship
Table1 - T1ID (int-autoincrement), T1CD (char-substitute key)
Table2 - T2ID (int-autoincrement), T2CD (char-subsitute key), T1ID (reference to T1ID)
where the records in Table2 are unique for each given T1ID selected.
The initial design specification was for the users to select first the Table1 value, then the Table2 value (UsrTable1Value, UsrTable2Value respectively) in the data entry screens.
The users have recently asked if it's possible to combine these into one field simular to a Dimension selector so that there is one field resulting in "Table1-Table2" stored as T2ID.
My first thought was to simply create a subclassed dac with a concatenated property for T1CD-T2CD and base the substitute key off that however performance is a problem when that is done (1.6 million records). The delay is in the framwork side as it appears it processes the entire recordset when generating the concatenated substitute key.
Based on that I thought perhaps instead to simply generate a PXDimension configuration for this however I can't find any reference to make Dimension 2 rely on the value of Dimension 1.
I know i could always create a view that does this but i'd prefer to keep it within the framework if possible.
That basically brings me to two questions
1) Outside of a view, is there way to concatenate fields in the BQL so the lifting is done on the SQL and not with a calculated property?
2) Does anyone have or know of a sample of custom Dimensions where the values in level 2 depend on the value in level 1?
Any suggestions would be appreciated.
Out of the box, dimension selectors are designed to work only with Segmented Keys and won't be able to handle values from multiple tables. In theory, it can be possible to populate segment popup from different tables within a custom DimentionSelectorAttribute. However, this will additionally require to store each T1ID/T2ID pair in a separate table with some other column declared as a key (same concept used in the Sub table to store sub accounts: SubID is a key and SubCD stores values composed from multiple segments).
My personal opinion, the effort is just not worth it. Going one step further, I would check with the customer on how they expect navigation buttons (first, prev, next, last) to work with their segmented input control? If following standard Acumatica UI design with separate input created for every key field, no additional effort is needed to properly handle both data entry and navigation.

How to create m2m relationship in PowerPivot

So I am trying to link an employee metrics pivot chart with an employee project table with one slicer. I want an employee slicer that manipulates all charts but the data is coming from 2 different places (SQL, Sharepoint). When I try to create a relationship based on Employees I get the following error: "The relationship cannot be created because each column contains duplicate values. Select at least one column that only contains unique values."
So one chart has quantitative items while the table has qualitative items and I want one slicer to manipulate both at the employee level.
I want to see all the data on both charts for the selected employee, and not just single items linked by unique values. I can use unique values, and have created relationships that one slicer can manipulate however I only get one record at a time that way and therefore the slicer has thousands of buttons (one for each record).
I wouldn't think this would be that difficult and I hope it's really not.
Please Help!
M2M relationships in PowerPivot will most likely cause more headaches than solutions unless you are aware of what you are doing. After some thought, I realized that I really do not want an m2m relationship because it would result in junk data for what I wanted. I just wanted to start my answer off acknowledging that I did not achieve an m2m.
So if you want to link SharePoint data to Excel here is what you need to do:
Export SharePoint data as an RSS feed. If this is something others will need to refresh then the rss file will need to be stored on a shared drive.
Add PowerPivot if you have not already done so. In PowerPivot get external data from other sources (rss feed) then add your file. To link data you will need a Unique ID to join tables on.

Select clause editing in RedQueryBuilder

I'm looking into using RedQueryBuilder for a web-based query builder. I want my users to be able to specify what data they want to retrieve in the select clause, but the demo site
only shows selecting a single table, rendering all the columns of that table in the result. Does RedQueryBuilder support building out a more robust select clause, like specifying which specific columns to retrieve including those joined from other tables?
I'm afraid not. The project just concentrates on defining a query to return rows not what to show in those rows.
The onTableChange callback would feed you the list of tables in the expression so could go from that to a list of available columns...
Would you want/need to alter the SQL query generated or just the display of the results?
Personally I'd be interested in changing the demo into a more useful query too although the scope of that could be huge.

Create Excel Contact database

I would like to create a database based on the following reasoning:
I want to assign to each contact I have some tags for his abilities, for example, so there will be a column called "abilities". So I was thinking about creating a list of possible abilities (probably on a second sheet), lets say "play football", "cook", "ride a bike" and define that "Mike" can "play football.
For this to be useful I would also like to know how it is possible to be able to filter my contacts by ticking on the list of abilities I am looking for.
There are a couple of ways to tackle this.
1) Make a table that has contacts and abilities all together. This means that you will repeat the contact info if a person has multiple abilities. Each row will be the unique combination of contact + ability. If you want to limit the options for ability to specific choices, create your list of abilities and use data validation to create a drop-down list of these values in your abilities column.
2) Make 3 tables: 1-Contact, 2-Abilities, 3-Map of Contacts to Abilities (each row contains the unique identifier for a contact and the unique identifier for an ability). I'm not sure if you really intend to make a database or just something in Excel that works. If you can use PowerPivot, that would be a good solution without needing another application to create your db. Bring your 3 tables into PowerPivot. Create a relationship between table 3 and table 1. Create a relationship between table 3 and table 2.

How can I hide a table in a particular database?

In my database I have a table called Price.
I want to hide this table. Is this possible ?
If the user does not have SELECT permissions on the table then they will not be able view the table in Object Explorer.
i.e.
deny select on TableToHide to UserThatShouldntSeeTable
go
Depending on your particular circumstances, you may be able to use the Tables "filter" functionality. You can filter your list of tables in the Obj Explorer to view only those tables that satisfy certain criteria. (Unfortunately, you cannot HIDE certain tables, you can only SHOW certain tables, while hiding all others.)
To do this, simply r-click on the "Tables" node, and select Filter -> Filter Settings. This opens a dialog which allows you to specify the criteria (name, owner, date of creation, etc) by which you want to specify which tables should be visible. More details can be found in this post.
It's too bad you can't save filters (based on schemas, for example), but at least it's a start.
[Now if only we could do the same thing with the list of Databases on shared servers...!]

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