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Merge pull request #53 from thjennifer/main
release 5.4 updates
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108 changes: 108 additions & 0 deletions
108
LookML_Dashboard/balance_sheet_subtotal3_table.dashboard.lookml
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,108 @@ | ||
| #########################################################{ | ||
| # Balance Sheet financial report using Subtotals | ||
| # extends filters and title summary from balance_sheet_template | ||
| # customizations: | ||
| # - Comparison Type filter options set to only yoy, prior or custom (none removed as option) | ||
| # - Balance Sheet table based on looker_grid visualization type using derived amounts for | ||
| # reporting and comparison periods including derived differences (amount and %) | ||
| #########################################################} | ||
|
|
||
| - dashboard: balance_sheet_subtotal3_table | ||
| title: Financial Balance Sheet | ||
| layout: newspaper | ||
| preferred_viewer: dashboards-next | ||
| description: Using standard table with subtotals, reports Fiscal Period Cumulative | ||
| Amount in Global Currency for the selected hierarchy, chart | ||
| of accounts, company, fiscal period and comparison period (if any). | ||
| filters_location_top: false | ||
| extends: balance_sheet_template | ||
|
|
||
| elements: | ||
| - title: Balance Sheet | ||
| name: Balance Sheet | ||
| explore: balance_sheet | ||
| type: looker_grid | ||
| fields: [balance_sheet_fiscal_periods_selected_sdt.reporting_period_amount_in_global_currency, balance_sheet_fiscal_periods_selected_sdt.comparison_period_amount_in_global_currency, | ||
| balance_sheet_fiscal_periods_selected_sdt.difference_value, balance_sheet_fiscal_periods_selected_sdt.difference_percent, balance_sheet_hierarchy_selection_sdt.hier1_node_text, | ||
| balance_sheet_hierarchy_selection_sdt.hier2_node_text, balance_sheet_hierarchy_selection_sdt.hier3_node_text] | ||
| sorts: [balance_sheet_hierarchy_selection_sdt.hier1_node_text, balance_sheet_hierarchy_selection_sdt.hier2_node_text, balance_sheet_hierarchy_selection_sdt.hier3_node_text] | ||
| subtotals: [balance_sheet_hierarchy_selection_sdt.hier1_node_text, balance_sheet_hierarchy_selection_sdt.hier2_node_text] | ||
| total: true | ||
| show_view_names: false | ||
| show_row_numbers: true | ||
| transpose: false | ||
| truncate_text: true | ||
| hide_totals: false | ||
| hide_row_totals: false | ||
| size_to_fit: false | ||
| table_theme: white | ||
| limit_displayed_rows: false | ||
| enable_conditional_formatting: false | ||
| header_text_alignment: center | ||
| header_font_size: '12' | ||
| rows_font_size: '12' | ||
| conditional_formatting_include_totals: false | ||
| conditional_formatting_include_nulls: false | ||
| show_sql_query_menu_options: false | ||
| show_totals: true | ||
| show_row_totals: true | ||
| truncate_header: false | ||
| title_hidden: true | ||
| minimum_column_width: 100 | ||
| series_labels: | ||
| balance_sheet_hierarchy_selection_sdt.hier1_node_text: ' ' | ||
| balance_sheet_hierarchy_selection_sdt.hier2_node_text: ' ' | ||
| balance_sheet_hierarchy_selection_sdt.hier3_node_text: ' ' | ||
| series_collapsed: | ||
| balance_sheet_hierarchy_selection_sdt.hier1_node_text: false | ||
| balance_sheet_hierarchy_selection_sdt.hier2_node_text: false | ||
| align: left | ||
| listen: | ||
| Fiscal Period: balance_sheet.select_fiscal_period | ||
| Comparison Type: balance_sheet.select_comparison_type | ||
| Custom Comparison Period: balance_sheet.select_custom_comparison_period | ||
| Hierarchy: balance_sheet.hierarchy_name | ||
| Chart of Accounts: balance_sheet.chart_of_accounts | ||
| Company Code: balance_sheet.company_text | ||
| Global Currency: balance_sheet.target_currency_tcurr | ||
| Ledger Name: universal_ledgers_md.ledger_id_name | ||
| Top Hierarchy Level: balance_sheet_hierarchy_selection_sdt.parameter_pick_start_level | ||
| row: 3 | ||
| col: 0 | ||
| width: 24 | ||
| height: 8 | ||
|
|
||
| - title: navigation | ||
| name: navigation | ||
| explore: balance_sheet | ||
| type: single_value | ||
| fields: [balance_sheet_navigation_ext.navigation] | ||
| filters: | ||
| balance_sheet_navigation_ext.navigation_focus_page: '1' | ||
| balance_sheet_navigation_ext.navigation_style: 'small' | ||
| show_single_value_title: false | ||
| show_comparison: false | ||
| listen: | ||
| Fiscal Period: balance_sheet_navigation_ext.filter1 | ||
| Global Currency: balance_sheet_navigation_ext.filter2 | ||
| Hierarchy: balance_sheet_navigation_ext.filter3 | ||
| Chart of Accounts: balance_sheet_navigation_ext.filter4 | ||
| Company Code: balance_sheet_navigation_ext.filter5 | ||
| Ledger Name: balance_sheet_navigation_ext.filter6 | ||
| Top Hierarchy Level: balance_sheet_navigation_ext.filter7 | ||
| row: 11 | ||
| col: 0 | ||
| width: 24 | ||
| height: 1 | ||
|
|
||
| filters: | ||
| - name: Comparison Type | ||
| title: Comparison Type | ||
| ui_config: | ||
| type: dropdown_menu | ||
| display: inline | ||
| # remove none option to avoid display issues with comparison and variance columns | ||
| options: | ||
| - yoy | ||
| - prior | ||
| - custom |
56 changes: 56 additions & 0 deletions
56
LookML_Dashboard/balance_sheet_subtotal3_table_no_comparison.dashboard.lookml
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,56 @@ | ||
| #########################################################{ | ||
| # Balance Sheet financial report using Subtotals but without Comparison to year ago, prior or custom fiscal periods | ||
| # extends filters and title summary from balance_sheet_template | ||
| # also extends Balance Sheet Table visualization from balance_sheet_subtotal3_table | ||
| # customizations: | ||
| # - Comparison Type filter options set to none | ||
| # - Custom Comparison Period default value and options set to none | ||
| # - Removed comparison-related fields from Balance Sheet table | ||
| #########################################################} | ||
|
|
||
| - dashboard: balance_sheet_subtotal3_table_no_comparison | ||
| title: Financial Balance Sheet | ||
| layout: newspaper | ||
| preferred_viewer: dashboards-next | ||
| description: "Using standard table with subtotals, reports Fiscal Period Cumulative Amount in Global Currency for the selected hierarchy, chart of accounts, company, and fiscal period." | ||
| filters_location_top: false | ||
| extends: [balance_sheet_template, balance_sheet_subtotal3_table] | ||
|
|
||
| filters: | ||
| - name: Comparison Type | ||
| title: Comparison Type | ||
| default_value: none | ||
| ui_config: | ||
| type: dropdown_menu | ||
| display: inline | ||
| # remove all options for comparisons | ||
| options: | ||
| - none | ||
|
|
||
| - name: Custom Comparison Period | ||
| title: Custom Comparison Period | ||
| type: field_filter | ||
| default_value: 'None' | ||
| allow_multiple_values: false | ||
| required: false | ||
| ui_config: | ||
| type: dropdown_menu | ||
| display: inline | ||
| options: | ||
| - None | ||
| explore: balance_sheet | ||
| field: balance_sheet.select_custom_comparison_period | ||
|
|
||
| elements: | ||
| - title: Balance Sheet | ||
| name: Balance Sheet | ||
| explore: balance_sheet | ||
| type: looker_grid | ||
| fields: [balance_sheet_fiscal_periods_selected_sdt.reporting_period_amount_in_global_currency, | ||
| balance_sheet_hierarchy_selection_sdt.hier1_node_text, | ||
| balance_sheet_hierarchy_selection_sdt.hier2_node_text, balance_sheet_hierarchy_selection_sdt.hier3_node_text] | ||
|
|
||
| - title: navigation | ||
| name: navigation | ||
| filters: | ||
| balance_sheet_navigation_ext.navigation_focus_page: '2' |
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