Creating Graphs in Sage ERP X3 Screens

Data can be displayed in a grid format in Sage ERP X3 by adding a Table Block type to a screen. Using the Graph representation in a screen, this data can easily be displayed in a graph by creating graphs in Sage ERP X3 screens. Below are the steps for creating a Graph from table data on an Sage ERP X3 screen.

Create the screen

General Tab

1. Create a screen with a Block type of table.

2. Change the Presentation from "Character" to "Char or Graph".

3. When a Presentation type of "Char or Graph" is selected, a graphical parameters window will appear. Set the values as shown below. (Setting the Presentation type to "Char and Graph" will display both the chart and the graph).

   Default display – when this value is set to "Graph", the initial display will be the graph. This can also be set to "Table" to make the table grid the initial display.

   Default graphic – select the default graph type to display.

   Note: To change the Graphical Parameter values once they are saved, right-click on "Char or Graph" in the grid, and select "Graphical Parameters".
   

Fields Tab

1. Enter the table fields. This should include at least one numeric measure to graph.

2. In this example, we are displaying sales by customer, so we want Customer to be displayed as the x-axis on the grid. Right-click on BPR in the field list, and select "Form Mode". Enter "Description" for the Parameters value.

3. Next, we want the Invoice amount and the Number of invoices to be mapped on the grid's y-axis, by customer. Right-click on AMTAPI in the field list, and select "Form Mode". Enter "Value" for the Parameters value, and "Default" as the presentation. Repeat this for the NBRINV field.

4. Save and Validate the screen.

   Populate the table with the data. The code below shows a simple example to load the invoice summary to the grid by Customer.

   #######################################################################
   
   ## Populate Asset Utlization and History Details
   
   #######################################################################
   
   $ACTION
   
   Case ACTION
   
    When "LIENS"        : Gosub LIENS
   
    When Default
   
   Endcase
   
   Return
   ########################################################
   
   ## After Load
   
   ########################################################
   
   $LIENS
       # Load Invoice Sales Summary
   
       Gosub LOADSALES
   Return
   ########################################################
   
   ## Load Invoice Sales Summary from SINVOICE
   
   ########################################################
   
   $LOADSALES
       Local Integer NOL : NOL = 0
       Local Char CUSTNO : CUSTNO = ""
   
       Local Char CUSTNAM : CUSTNAM = ""
   
       Local Decimal SALES : SALES = 0
   
       Local Integer COUNT : COUNT = 0
       For [SIH]SIH1 Where CPY = [M:ZCS0]CPY
           If [F:SIH]BPR  CUSTNO
   
               If CUSTNO  ""
   
                   [M:ZCS1]BPR(NOL)    = CUSTNO
   
                   [M:ZCS1]BPRNAM(NOL) = CUSTNAM
   
                   [M:ZCS1]AMTATI(NOL) = SALES
   
                   [M:ZCS1]NBRINV(NOL) = COUNT
   
                   NOL = NOL + 1
   
               Endif
   
               CUSTNO  = [F:SIH]BPR
   
               CUSTNAM = [F:SIH]BPRNAM
   
               SALES   = 0
   
               COUNT = 0
   
           Endif
           SALES +=  [F:SIH]AMTATI / 1000
   
           COUNT += 1
       Next
       If CUSTNO  ""
   
           [M:ZCS1]BPR(NOL)    = CUSTNO
   
           [M:ZCS1]BPRNAM(NOL) = CUSTNAM
   
           [M:ZCS1]AMTATI(NOL) = SALES
   
           NOL = NOL + 1
   
       Endif
       [M:ZCS1]NBLIG = NOL
   
       Affzo [M:ZCS1]1-99
   Return
   

View the Results

Create a window and function to display the new screens. The results appear below.

By clicking the "dial" at the top of the page, the grid type can be changed.

Click the small grid icon at the upper left corner, to toggle between graph and table view.

If the presentation type in the screen is changed to "Char and Graph", both the chart and the graph will appear at the same time, as shown below. The position of the graph can be set to appear to the right, left, above or below.

Got Questions?

Contact us if you want to learn more about these features.

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