Designing a report

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Saad
Saad Customer
First Comment
edited July 2023 in Platform

Hi, Can anyone help me in designing a report with following format:

Revenue:

Department A

Department B

Total Revenue

Gross Margin:

Department A

Department B

Total Gross Margin

Administration Expenses:

Finance

Legal

IT

Total Administration Expenses

Net Results:

Can this be done using single DATA VIEW or will require multiple DATA VIEWS.

Thanks.

Answers

  • Philipp Schumacher
    Philipp Schumacher Employee
    First Anniversary Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights 5 Likes
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    Hello Saad,

    you can try using the "detail by" function on your different blocks. To get a separation between Gross margin andAdministration expenses you might need to add an empty text algorithm bvetween the two blocks.

    Kind regards

    Philipp

  • Nitish Subramanian
    Nitish Subramanian Employee
    First Anniversary Level 100: Foundations of Building in Board First Comment 5 Up Votes
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    Hi Saad,

    If you want to create this report by columns then what Philipp has suggested will work. If these are to be shown by rows, then you can use an Unbalanced hierarchy entity and build it.

  • Tommaso Riva
    Tommaso Riva Employee
    First Anniversary Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights First Answer
    edited June 2023
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    Hi Saad,

    the decision depends on the functional requirements.

    Is the report displayed by row or by column?

    If it is by row, then UBH (unbalanced hierarchy) can work.

    Best Regards,


  • Saad
    Saad Customer
    First Comment
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    Thanks everyone for your valuable comments. Can this be done using single data view.

  • Philipp Schumacher
    Philipp Schumacher Employee
    First Anniversary Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights 5 Likes
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    Hello Saad,

    This really depends on what your report should exactly look like in the end.

    Is the structure you described on rows or columns? What are the cubes you are using, is all data on one cube or do you have individual cubes for the KPIs? What dimensions do those cubes have?

    Kind regards

    Philipp

  • Saad
    Saad Customer
    First Comment
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    Hi Philipp, This is how my report will look like:

    Revenue:

    Department A $Actual(YTD) $Budget (YTD) $Variance $Actual(Month) $Budget(Month) $Variance

    Department B

    Total Revenue

    Gross Margin:

    Department A

    Department B

    Total Gross Margin

    Administration Expenses:

    Finance

    Legal

    IT

    Total Administration Expenses

    Net Results:

  • Filip Rankovic
    Filip Rankovic Employee
    DACH Level 100: Foundations of Building in Board Level 200: Leveraging Board for Business Insights First Anniversary
    edited June 2023
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    Hello Saad

    Do I understand correctly that you currently have actual and budget data without the desired reporting rows as a dimension?

    If so, a reporting entity containing the desired rows in the specified order can be used in combination with a "Rule" on that entity. In the rule, you can define members/rows to be calculated from other members/row (e.g. Total Revenue = Dep A + Dep B, ….). See also in the Boardmanual:

    https://www.boardmanual.com/2021/summer/data-modeling/2_Database_design_functions/6_Rules/creating-rule.htm

    You can then put the reporting entity in the "by row axis" and select the "Rule" in the "block settings" within the layout editor to apply it to the DataView.

    Hope that helps.

    Please let me know if you have further questions.

    Best regards,
    Filip

    ————————————-
    Filip Rankovic
    Associate Consultant
    Board Deutschland GmbH

  • Saad
    Saad Customer
    First Comment
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    Hi Filip, Thanks for your help. Could you please share what the entity and rule will look like.

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