How to create a lineitem-dynamic graph and chart basing on a driver lineitem/list
I have an requirement from client that users select a standard/method (may be list types) from a drop-down in a lineitem (list formatted), and the graph/charts will automatically change the data items accordingly. Let me put it in more details with some examples.
Driver (parameters) Image:
Waterfall Image: As attached.
If users select "Revenue Factors" for the Analyis Method, then the waterfall graph will display data items (probably set as not list, but lineitem, since each requires a different calculation logic) such as quantities, discounts, exchange rates, etc. which contributes to the gap between FY17 and FY18, but if users change the analyis method to "Marketing Segments", the waterfall graph will display the gap of data items like Product Segment A sales, Product Segment B sales, Services sales, and etc.
And another complicated thing is that, for some users, they don't want the result basing on all the factors/segments we prepared, instead they just want graph to be displayed in 3 or 4 main factors/segments, and group all the other data items as "the others", for some users, they may want more detailed analysis on all the factors/segments or 5 or 6 main ones and all the others grouped as "the others" in a flexible way.
How can I achieve that?
For the first one, I think that I may set the all the line items as a line item subset, and put it in another module (filter module) and set its boolean value according to the dropdown item (driver module) selected by users, and then set a filter for the waterfall graph (final module) basing on boolean the filter module. But the problem is that users have to manually refresh the dashboard everytime the change the dropdown value. Any better idea especially one which doesn't require manual refresh on filter??
For the second one, I have not much clue on how to do it, maybe creat another lineitem as "the others" and also put it in the same lineitem subset as mentioned above, while the value is based on users' selection for main factors/segments (boolean) in another module which is displayed on the dashboard. And as for filtering the factors/segments including the "the others", may do it in the same way as above.
Any discussion or idea is welcome. Thanks in advance!!