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

Julien CARDON

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

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

Helmut Heimann

Hi @Julien CARDON,

since you don't want to use procedures or Nexel, you could use the selector to select the appropriate months. And, because the last column of your first table displays the same data as the first column of your second table

you could omit one of them. That would lead to the following possible solution

which doesn't need any procedure or Nexel; the TOTAL column displays the YTD value.

If you are working with the Board Web Frontend, the selection of several months is just as easy as selecting just one month.

And, please consider the following: it may help at first to get the users' acceptance by showing they can retrieve the same results as in the past (your previous FP&A software) from the data. But, in terms of providing more value when migrating to a new solution, it's always a good idea to think of new ways of visualizing by using Board.

Kind Regards,
Helmut

------------------------------
Helmut Heimann
Senior Consultant
Board Community
Germany
------------------------------
-------------------------------------------