Designing a report
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
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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
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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.
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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,
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Thanks everyone for your valuable comments. Can this be done using single data view.
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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
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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:
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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:
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 GmbH0 -
Hi Filip, Thanks for your help. Could you please share what the entity and rule will look like.
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