Using both rules and a hierarchy in a presentation by row

Etienne CAUSSE

Hi all,

 

Very often in our design choices we face a choice between a hierarchy model and a "flat" model, as explained in the knowledge base article Alternative approaches to modelling Finance Reporting in BOARD  

 

Most of the time we can manage with one approach or the other, but in some cases it leads to something more complicated than necessary.

 

Requirement: represent both a hierarchy and calculate intermediate elements on the fly with specific rules.

Example (from a SAP BW report) with % and margin calculations are integrated with a collapse presentation.

 

Workaround : currently we either do everything flat (which leads to more complicated rules and layouts) or we materialize some subtotals (which leads to long calculations and "pollutes" the cubes with unnecessary values).

 

Idea:

Authorize the simultaneous use of rules and related entities in a dataview.

Product Management Team

Thank you for sharing your idea, Etienne. We understand the need of this solution.

Unbalanced Hierarchies ( https://www.boardmanual.com/2021/summer/data-modeling/2_Database_design_functions/1_Entities/Unbalanced_hierarchies.htm?rhhlterm=unbalanced%20hierarchies%20hierarchy%20hierarchy%E2%80%9D%20%E2%80%9Chierarchy%E2%80%9D&rhsearch=unbalanced%20hierarchy ) helps to achieve some elements as shown in the image - as it manages 1 axis instead of 2.

We are working on enhancements to allow the collapsible feature as shown in the image above along as part of the new toolbox aimed to release by early 2024. We encourage you to continue submitting your ideas and suggestions in the future, as we are always open to hearing new perspectives and feedback.