How to showing the data and total amount as per user setting ?
I have a list 'subportfolio' data as follow
- All Subportfolio
And a module 'P&L Data' with subportfolio and line item (Rev, Exp, Total)
Now the user want to see the P&L data as per their settings,
i.e Grade A consists of A14 & A15
Grade B consists of A16 & A17
One way to do this is by making a 'Grade A' subsets and 'Grade B' subsets. But this approach is hard to maintain because the user setting is very dynamic, they can change or add another criteria easily.
My option is use a boolean/list filter module, so i make :
1. Report Option Module, in this module user can choose the filter from list 'filter option'
2. Option filter module, in this module user choose which subportfolio that they wanted to see
3. I combine it with 'P&L Data' by adding 2 line item, 'list filter?' and 'modifier' to check if selected then all the value will be multiply by 1, else by 0. (IF List Filter? THEN Value ELSE 0).
This approach already work, but only for the totals, the totals already correct but the other non selected still shown.
I can make the other data disappear using the filter and by select the list module.
But this take 2 step, and there's a chance that the user select different filter for both case.
My question, is there a way to synchronize the filter that is set in the 'Report Option Module' with the filter in the data filter ?
Or is there a better way to show data and total (parent) as per user setting ? (without using list subsets)