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pthoutam-googlerpthoutam-googler
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Merge pull request #49 from thjennifer/main
Added Balance Sheet views, explores and dashboards
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‎LookML_Dashboard/balance_sheet_finance_table.dashboard.lookml‎

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# This dashboard requires the Report Table visualization (available for free on Looker Marketplace) to be installed.
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- dashboard: balance_sheet_finance_table
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title: Balance Sheet Finance Report
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layout: newspaper
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preferred_viewer: dashboards-next
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filters_location_top: false
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description: "Reports Fiscal Period Cumulative Amount in Global Currency for Levels 2, 3, and 4 of the selected hierarchy, chart of accounts, company, fiscal period and comparison period (if any). Requires Report Table visualization to be downloaded from Looker Marketplace."
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elements:
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- title: Summary Title
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name: Summary Title
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explore: balance_sheet
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type: single_value
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fields: [balance_sheet.title_balance_sheet]
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filters:
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balance_sheet.level_number: '3,4'
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custom_color_enabled: true
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show_single_value_title: false
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show_comparison: false
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listen:
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Global Currency: balance_sheet.target_currency_tcurr
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Chart of Accounts: balance_sheet.chart_of_accounts
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Company: balance_sheet.company_text
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Fiscal Period: balance_sheet.select_fiscal_period
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Hierarchy: balance_sheet.hierarchy_name
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row: 0
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col: 0
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width: 18
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height: 2
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- title: Balance Sheet
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name: Balance Sheet
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explore: balance_sheet
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type: marketplace_viz_report_table::report_table-marketplace
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fields: [balance_sheet.level_number,balance_sheet.parent, balance_sheet.parent_text, balance_sheet.node,
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balance_sheet.node_text, balance_sheet.total_cumulative_amount_in_global_currency, balance_sheet.fiscal_year_period]
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pivots: [balance_sheet.fiscal_year_period]
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filters:
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balance_sheet.level_number: '2,3,4'
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sorts: [balance_sheet.fiscal_year_period, balance_sheet.level_number, balance_sheet.parent,balance_sheet.node]
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limit: 5000
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total: true
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hidden_fields: [balance_sheet.level_number, balance_sheet.parent, balance_sheet.node]
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hidden_points_if_no: []
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series_labels: {}
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show_view_names: false
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theme: contemporary
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# customTheme: ''
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layout: auto
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minWidthForIndexColumns: true
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headerFontSize: 12
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bodyFontSize: 12
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showTooltip: true
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showHighlight: true
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# columnOrder: {}
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rowSubtotals: true
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colSubtotals: false
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spanRows: true
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spanCols: true
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calculateOthers: true
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sortColumnsBy: pivots
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useViewName: false
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useHeadings: false
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useShortName: false
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useUnit: false
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groupVarianceColumns: false
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genericLabelForSubtotals: false
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indexColumn: false
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transposeTable: false
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label|balance_sheet.parent_text: Parent
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heading|balance_sheet.parent_text: ''
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hide|balance_sheet.parent_text: false
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label|balance_sheet.node_text: Node
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heading|balance_sheet.node_text: ''
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hide|balance_sheet.node_text: false
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subtotalDepth: '1'
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label|balance_sheet.total_cumulative_amount_in_global_currency: Amount
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heading|balance_sheet.total_cumulative_amount_in_global_currency: ''
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style|balance_sheet.total_cumulative_amount_in_global_currency: black_red
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reportIn|balance_sheet.total_cumulative_amount_in_global_currency: '1'
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unit|balance_sheet.total_cumulative_amount_in_global_currency: ''
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comparison|balance_sheet.total_cumulative_amount_in_global_currency: balance_sheet.fiscal_year_period
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switch|balance_sheet.total_cumulative_amount_in_global_currency: false
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var_num|balance_sheet.total_cumulative_amount_in_global_currency: true
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var_pct|balance_sheet.total_cumulative_amount_in_global_currency: true
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show_row_numbers: false
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transpose: false
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truncate_text: true
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hide_totals: false
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hide_row_totals: false
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size_to_fit: true
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table_theme: white
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limit_displayed_rows: false
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enable_conditional_formatting: false
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header_text_alignment: left
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header_font_size: '12'
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rows_font_size: '12'
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conditional_formatting_include_totals: false
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conditional_formatting_include_nulls: false
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show_sql_query_menu_options: false
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show_totals: true
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show_row_totals: true
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truncate_header: false
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minimum_column_width: 75
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series_cell_visualizations:
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balance_sheet.total_cumulative_amount_in_global_currency:
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is_active: false
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hidden_pivots: {}
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defaults_version: 0
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y_axes: []
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title_hidden: true
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listen:
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Fiscal Period: balance_sheet.select_fiscal_period
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Comparison Type: balance_sheet.select_comparison_type
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Custom Comparison (Optional): balance_sheet.select_custom_comparison_period
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Hierarchy: balance_sheet.hierarchy_name
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Chart of Accounts: balance_sheet.chart_of_accounts
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Company: balance_sheet.company_text
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Global Currency: balance_sheet.target_currency_tcurr
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row: 2
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col: 0
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width: 18
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height: 13
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filters:
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- name: Fiscal Period
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title: Fiscal Period
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type: field_filter
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# default_value: '2023.11'
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# assumes as 12 month fiscal period that aligns with calendar. Will find last month and select period with same value
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default_value: "{% assign current_month = \"today\" | date: '%m' %}{% assign current_year = \"today\" | date: '%Y' %}{% if current_month == '01' %}{% assign last_month = '12' %}{% assign last_month_year = current_year | times: 1 | minus: 1 %}{% else %}{% assign last_month = current_month | times: 1 | minus: 1 | prepend: '00' | slice: -2, 2 %}{% assign last_month_year = current_year %}{% endif %}{% assign last_period = last_month_year | append: '.' | append: last_month %}{{last_period | strip}}"
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allow_multiple_values: false
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required: true
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ui_config:
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type: dropdown_menu
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display: inline
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explore: balance_sheet
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field: balance_sheet.select_fiscal_period
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- name: Comparison Type
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title: Comparison Type
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type: field_filter
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default_value: yoy
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allow_multiple_values: false
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required: true
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ui_config:
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type: dropdown_menu
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display: inline
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explore: balance_sheet
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field: balance_sheet.select_comparison_type
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- name: Custom Comparison (Optional)
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title: Custom Comparison (Optional)
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type: field_filter
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default_value: ''
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allow_multiple_values: false
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required: false
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ui_config:
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type: dropdown_menu
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display: inline
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explore: balance_sheet
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field: balance_sheet.select_custom_comparison_period
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- name: Global Currency
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title: Global Currency
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type: field_filter
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default_value: USD
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# default_value: "{% assign dc = _user_attributes['sap_default_global_currency %}{{dc}}"
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allow_multiple_values: false
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required: true
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ui_config:
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type: dropdown_menu
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display: inline
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explore: balance_sheet
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field: balance_sheet.target_currency_tcurr
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- name: Hierarchy
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title: Hierarchy
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type: field_filter
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default_value: FPA1
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# default_value: "{% assign dh = _user_attributes['sap_balance_sheet_default_hierarchy']%}{{dh}}"
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allow_multiple_values: false
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required: true
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ui_config:
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type: dropdown_menu
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display: inline
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explore: balance_sheet
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field: balance_sheet.hierarchy_name
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- name: Chart of Accounts
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title: Chart of Accounts
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type: field_filter
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default_value: CA01
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# default_value: "{% assign dca = _user_attributes['sap_balance_sheet_default_chart_of_accounts']%}{{dca}}"
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allow_multiple_values: false
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required: true
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ui_config:
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type: dropdown_menu
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display: inline
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explore: balance_sheet
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field: balance_sheet.chart_of_accounts
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- name: Company
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title: Company
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type: field_filter
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default_value: "%CENTRAL%"
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# default_value: "{% assign dco = _user_attributes['sap_balance_sheet_default_company']%}{{dco}}"
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allow_multiple_values: false
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required: true
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ui_config:
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type: advanced
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display: popover
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explore: balance_sheet
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field: balance_sheet.company_text

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