Here are the steps to open a BAQ, show the results in the Analyze tab, and copy that data to Excel in Epicor 10:
Step 1: Navigate to Business Activity Query
- Log in to your Epicor 10 system.
- From the main menu, navigate to Executive Analysis > Business Activity Management > Business Activity Query.
Step 2: Open or Select Your BAQ
- In the Business Activity Query Designer window, you can either:
- Open an existing BAQ: Click the folder icon to browse and select the desired BAQ.
- Create a new BAQ: Define your tables, relationships, and criteria to create a new BAQ.
- Open an existing BAQ: Click the folder icon to browse and select the desired BAQ.
Step 3: Go to the Analyze Tab
- Once you have your BAQ open or defined, click on the Analyze tab.
Step 4: Test the Query
- On the Analyze tab, click the Test button.
- This will execute the BAQ and display the results in the grid below.
- If your query stops with 10000 rows (the default limit) you can type in a larger number to return all rows.
- This will execute the BAQ and display the results in the grid below.
Step 5: Copy the Data to Excel
- Right-click within the row selection area of the results grid.
- A context menu will appear with copy options:
- Copy All: This option copies all rows from the results grid, which you can then paste into an Excel spreadsheet.
- Copy All Include Labels: This copies all rows and includes the column headers.
- Copy to Excel: This option directly exports the data to a new Excel sheet, often with better formatting.
Step 6: Paste into Excel (if you chose "Copy All" or "Copy All Include Labels")
- Open Microsoft Excel.
- Right-click in the desired cell and select Paste.
Alternatively (Using "Copy to Excel")
- If you chose "Copy to Excel," a new Excel spreadsheet should automatically open with the BAQ data populated and formatted.