Data View with data entry and pre-set values

Austin Yu
Austin Yu Customer
Second Anniversary Level 100: Foundations of Building in Board First Comment
edited May 2022 in Platform
Hi guys,

I have come across this when trying to create a new screen for a revenue centre.

What I want to create is a similar function to Vlookup in Excel (see below).

Client is existing entity in Board. Class is a data entry cube. And i'd like to have revenue to look at another mapping table.

When user entered class as '1', a procedure or dataflow can look at the mapping table and prefill revenue value.
Client Class                                               Revenue
A 1                                                     50
B 3                                                     75
Any idea how to achieve this?

Cheers,
Austin

------------------------------
Austin Yu
Commercial Analyst
Blue Cross Community & Residential Community Services
Australia
------------------------------

Answers

  • François DESREAUX
    François DESREAUX Active Partner
    Third Anniversary First Comment Photogenic
    edited May 2022
    Hi Austin,

    I have a solution for you with the version 10. I'm not sure this solution is the best one but it is a solution (if you have the version 12, you have somme opportunities with dataflow especially with tuples)
    image
    This solution consist in:

    - create one cube "rev per client" with one entity "client" (A and B and C....)
    - create a second cube "class allocation per client" with 2 entities, the once "class" (1 and 2 and 3....) and twice client (A and B and C....).
    - create a calcul revenue cube (multiply cube rev per client * cube allocation per client)
    image
    - create a cube "Final revenue" with the 2 entities client and class updated by rhe procedure below
    image
    - create a procedure in order to update the final revenu
    image
    Regards
    I hope this solution could help you. Perhaps there is another solution...I will happy to see it!
    François


    ------------------------------
    François DESREAUX
    Consultant décisionnel (EPM + BI)
    SEXTANT CONSULTING
    France
    ------------------------------
    -------------------------------------------
  • Austin Yu
    Austin Yu Customer
    Second Anniversary Level 100: Foundations of Building in Board First Comment
    edited May 2022
    Thanks François.

    I think I have got some ideas from your solution :) 

    Just one thing, as I want users to be able to enter only enter class, and revenue to be auto-filled from looking at a mapping table.

    Because in the mapping table, class is an axis. I am not sure if we can do a cube multiplication.

    Did a quick screenshot below, table on the left is the mapping table. Yellow cells are the only data entries, and revenue should be coming from a calculation through procedure (green cells).

    image




    ------------------------------
    Austin Yu
    Commercial Analyst
    Blue Cross Community & Residential Community Services
    Australia
    ------------------------------
    -------------------------------------------
  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    500 Comments 250 Likes Fourth Anniversary 25 Answers
    edited June 2022
    Hi @Austin Yu,

    please, have a look at this post from my colleague @Björn Reuber that'll give you an example: https://community.board.com/viewdocument/?DocumentKey=b4c6999b-fee1-4c68-a6fa-f3d7ed0d8a1a&CommunityKey=93ccfcd2-d05e-458d-9002-5fe33e86edc5&tab=librarydocuments
    (search for "VLOOKUP" in the inspirations section).


    image
    Kind regards
    Helmut

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