Mapping in Board
Hi,
i'm quite new in Board and i'd like to know if I can create a user interface for mapping a general ledger.
The requirement come from a customer that is asking us to mantain a P&L in BOARD.
This will require, between others features, the possibility to create and mantain different P&L schema (in Board).
Once the schema will be created periodical data (typically montly data) will be loaded from the General Ledger .
The trial balance to be load will have the GL account details so we need to create a user interface to allow the customer to map the GL accounts with the schema accounts.
What it's requiring is a practial user interface (with drag and drop or similar facilities) handled directly from a capsule screen (not a batch procedure like export to excel-> map -> import from excel).
It's possibile to do this in Board? There are any sample i can look for to understand the techniques?
Many thanks in advance.
Alberto
Answers
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Hi Alberto,
It's certainly possible. The approach is to create an Integer type cube that you enable for data entry in a settings screen.
You would then process the data via dataflow, (c=a*b), ex:
A* Actuals (Month, GL Account, Department, Company, etc)
B Mapping cube (GL Account, P&L Report Line)
= C Report Cube (Month, GL Account, Department, Company, P&L Report line)
You might need some intermediary cubes to stage the data, but the above is the general idea.
Hope that helps! Let me know if any questions.
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Thanks Audrey,
perfect, this is exactly what i need.
I'll follow your suggestions.
Ciao
Alberto
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Great hope it helps! i should mention, if the report can be built based on a hierarchy, you can provide the administrator a screen where they modify the report relationships instead. In my experience the P&L is usually mapped like the above because of many-to-many relationships and total lines.
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