Top, Mid, and Bottom Clients in Waterfall Chart

Efraim
Efraim Customer
10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board
in Platform

Hello,

Is there a way to show the Top N clients, all clients in the middle, and Bottom N clients in a Waterfall chart?
I can either show Top N or Bottom N clients but not both at the same time and also I am still missing the Mid-range

image.png

Accepted Answer

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    Fifth Anniversary 50 Answers 500 Comments 250 Likes
    edited January 20 Answer ✓

    Hi @Efraim ,

    there currently is no native way to achieve that.
    You'd have to precalculate the top/flop customers and use those values in the waterfall.

    But the precalculation would have to be done each time the user changes the selection criteria on the screen, the top/flop need to be dynamic.

    Best,
    Helmut

Answers

  • Efraim
    Efraim Customer
    10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board

    Thanks @Helmut Heimann !
    For the precalculation, am I correct to assume it is to be done using Procedures?

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    Fifth Anniversary 50 Answers 500 Comments 250 Likes
    https://community.board.com/discussion/comment/19500#Comment_19500

    yes, @Efraim , that's correct—you need to precalculate the cubes by procedure.

  • Efraim
    Efraim Customer
    10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board

    Hello @Helmut Heimann, thanks again for you answer here. I know this thread is already answered. Not sure if I need to create a new one.

    I am currently stuck on getting the top 3, flop 3 clients, and midrange. I was able to get the variances for each client (Current vs Prior Month) but I can't find a way of getting the top/flop clients based on variances. I was hoping there's Filter and Sort section on the Layout so I could filter it to top 3 and bottom 3 but it looks like it's a stripped back version of the Layout used in Screens.

    Do you have an example of the procedure steps needed?

    This is my current procedure. Step 4 is not finished yet.

    image.png
  • Edward Ervin
    Edward Ervin Employee
    10 Comments Board Advanced Developer First Answer First Anniversary

    The most straightforward way to sort the data would be to do an extract reload, as you have access to all the same functions as you do on a screen layout such as a ranking function.

    As you extract it you can add the column that signifies position.

    Then you can read this column in and cut the top 3 and bottom 3 using the 'position' cube you just loaded in.

    I'll have a think if there is a way to do this without the extract but the above method would definitely work.

  • Efraim
    Efraim Customer
    10 Comments Name Dropper Board Developer Level 200: Building A Planning Solution in Board

    Thanks @Edward Ervin ! I'll give this a try

Categories