Unable to display at the same time the split per month and the last month selected ?

Julien CARDON
Julien CARDON Customer
Fourth Anniversary 100 Comments 25 Likes Photogenic
edited September 2020 in Platform
Hello all,

We are trying to migrate our reports from our previous FP&A software to Board and are facing an issue with a requirement which seems to be basic :

The requirement of our management is always the same on nearly all their screens : 
  • 1. The user should be able to SELECT the month he want to see (eg April)
  • 2. Display in the same screen 2 tables
    • First table : detailed per month (from jan to apr)
    • Second table : analysis focused on the month selected (apr + YTD apr)
We are struggling with the select, we are not able to display at the same time the detail per month and analysis focused on the last month


image


Until now we only succed to do that with PROCEDURE changing the SELECT on each LAYOUT of the screen. However since we have a lot of tables / charts in the screen, the procedure is increasing the loading time of the screen and it add useless complexicity (nearly all our screens are impacted)


=> So how to do that WITHOUT procedure (and without NEXEL) ?
Am I missing somehting ? Any help would be appreciated !

Note : At the beginning, we thought that we can use the TIME FUNCTION "last value" but it does not display the data from the last month selected but the last data available whatever the month :(

We are using the last version available of Board.

Thanks,
Julien

Answers

  • Etienne CAUSSE
    Etienne CAUSSE Customer
    Fourth Anniversary 250 Up Votes 100 Comments 100 Likes
    edited September 2020
    Hi @Julien CARDON,
    I'm not sure you can totally avoid the procedure, but using a screen selection based on cube could allow you to manage the 4 months selection at the beginning (cube is 1 with the last month available, then use the function "period <> 0" with "year to date" option.
    Then a trigger procedure will focus on the 2nd layout and apply only the april selection on that layout.
    This would shorten the procedure... but probably not a big improvement. But I'm surprised the loading time is so much impacted, what is the difference with and without procedure ?

    Etienne

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    Etienne CAUSSE
    Finance Project Manager
    France
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