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Epicor provides the ability for users to personalize their program screens to add or simplify functionality. In addition, users can export their personalization's as either a backup or to share with others. Others can then import the personalization file and adopt that personalization. Please note that personalization importing OVERWRITES any existing personalization's that users may have had previously. Importing replaces, it does not append.

Have you ever found yourself in need a BAQ or Dashboard with one or more running totals or perhaps running totals over different ranges or rows and just didn't know how to do it - or worse, were told it wasn't possible? With Epicor 10 running on a MS SQL database, BAQs are much more powerful and most of the time you have the entire MS SQL feature set to work with.  Unfortunately, most Epicor administrators and power users are used to the previous Progress database and are not familiar with the many MS SQL options.

In this post, I'm going to go over a quick and useful way to get various running totals in your BAQ results. When working with the Epicor 10 BAQ Designer, you have to create a calculated field to access many of the Functions needed to get to the data you need.  One of the first things I noticed when I first used the Epicor 10 BAQ Designer was that the Functions list looked very much like it did in Epicor 9 and many of the more advanced functions were not available.  I suspect this is because of two major reasons:

These are very good reasons but if you are familiar with MS T-SQL or are running into perceived limitations with the BAQ Designer, you should know that most of the other SQL functions will work in the BAQ designer, you just need to manually enter them. Usually, if you need an Aggregate Sum(), Avg(), Count(), you would be doing these functions across the fields that you mark for Group By, but what if you need something more complex? Like multiple groups, or multiple aggregates over different groups?  You may have tried using another subquery or Epicor's Summary table, and this may or may not have worked for you.  That is when the OVER() clause comes in.  

The OVER() clause provides a way to perform various functions over different sets of data in different ways.  Instead of providing a technical guide to the OVER() clause, I will leave that to Microsoft. Instead, I will provide a few examples: Say you want a dashboard that will show the total Qty Shipped each day with a monthly running total and a monthly Daily Average.  This example should demonstrate how various functions can be mixed on the data set and still function independently.