Data View with data entry and pre-set values
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.
Any idea how to achieve this?
Cheers,
Austin
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Austin Yu
Commercial Analyst
Blue Cross Community & Residential Community Services
Australia
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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 |
Cheers,
Austin
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Austin Yu
Commercial Analyst
Blue Cross Community & Residential Community Services
Australia
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0
Answers
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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)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)
- create a cube "Final revenue" with the 2 entities client and class updated by rhe procedure below
- create a procedure in order to update the final revenu
Regards
I hope this solution could help you. Perhaps there is another solution...I will happy to see it!
François
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François DESREAUX
Consultant décisionnel (EPM + BI)
SEXTANT CONSULTING
France
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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).
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Austin Yu
Commercial Analyst
Blue Cross Community & Residential Community Services
Australia
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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).
Kind regards
Helmut
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Helmut Heimann
Senior Consultant
Board Community
Germany
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