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

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Previous Member

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.

Previous Member

Thanks Audrey,

perfect, this is exactly what i need.

I'll follow your suggestions.

Ciao

Alberto

Previous Member

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.