I’m pretty new to both Epicor and Phocas, but very excited about the functionality Phocas has. Loving this software already.
I’m trying to create some visualizations for our sales team and I need to compare sales numbers by region. I had to add the property “region” to the dimension Sales Territory manually as it wasn’t there initially.
I watched this Phocas Academy video on how to “narrow your view to a single property.”
Then, as the video instructs, I unchecked the property “name” so I would just see the region code:
As you can see, I’m getting multiple of each region, where I wanted to see just four entries, one for each region.
I can include screenshots of the database design too, if that helps. I suspect something is joined wrong somewhere but I haven’t been successful in figuring it out.
Thanks for any/all help!