Interaction between P&L and waterfall chart
A dashboard consists of two elements
A P&L table and a waterfall chart should interact. If you click on a line in the P&L table, e.g. sales, the waterfall chart should display the actual-to-plan variances for the "child elements" of sales.
At the moment, however, the waterfall chart only shows the P&L line and does not break it down into its components. Does anyone have a workable solution for this?
2 replies
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Hi
Yes, this is possible, You will need to use a dynamic set driven by a parameter that returns the children of the selected row in the Accounts hierarchy.
Create a Parameter against the Accounts hierarchy. You only need to select one element, probably the top one, as we will be setting its value dynamically from the interaction:
Create a Dynamic List of Accounts. Use the standard list block and select the parameter from the Accounts hierarchy. Click on the "fx" button and check the "Children" check box. Whatever Member is selected for the Parameter, it will return the children from the hierarchy.
Create your waterfall chart, using the dynamic list to define the categories on the X Axis:
Place your Accounts grid and chart on th dashboard slide and create an interaction between the grid and the chart, making sure the data value is passed to the Parameter:
When you run the dashboard, any line selected in the grid will send the Account member to the Parameter, which will return the children of that member into the list, which will display in your chart.
If you select an item from the grid that has no children, then you will get nothing in the chart, so you may want to add to the List definition by checking if the member has children. If it does, then great, return the children, otherwise set the list to the member that was selected.
Hope that helps.
Ian