In Accounting main menu, when I click chart of accounts as admin, the criteria popup will come. I have selected Company C's fiscal period among A, B and C. But when I click open charts by default the company A's charts will be listed (Alphabetical order of companies names). I can change the company drop down and see C's charts.
But I want to open C's charts by default, since I selected C's fiscal year and periods in Criteria.
Also I want to know if the charts (P & L and Balance sheet) can be by default unfolded. If so please guide me.
You have to create a custom module to do this functionality. In the chart of account tree xml remove the toolbar="1". Now you can view the all companies in tree view instead of dropdown. Now you have to apply domain filter through your custom module to restrict companies.
Also check the account module wizard directory to view the popup python code.
Related
I need to track clicks on a button at the end of a sequence of selections. As shown in the image, there are five different business plans (circled in red), and each plan can be for three different years (highlighted in blue). The user will checkbox a business plan type (e.g., market trend) and click a year (e.g., 2017), then click the PDF button (highlighted in black) to download that particular plan (market trend for 2017 in this case).
So instead of counting the total clicks of PDF downloads, the task is to count how many times a particular plan is downloaded based on the plan type and year.
The PDF button, the checkbox for each plan type, and the click button for each year all can be tracked individually. They are also all on the same URL.
GTM and GA are used for tracking. Can anyone share some thoughts of how to achieve this type of tracking?
Thanks!
Yao
If you are using google tag manager you can use dataLayer.push() to push to an array which can be used to differentiate the clicks based on the interaction.
Approach is described here
Google Analytics custom dimensions
In your particular case you could have the dataLayer configured to add the different key / values for the different report components and then the trigger will be configured to fire when the download button is clicked.
For example on each of the check boxes you could have:
<input type="checkbox" onclick="dataLayer.push({'plan_component': 'Market Trends'});">
You'd probably better having an array to store this info.
The resultant data can be viewed or aggregated via a custom report download. Described here.
Custom Dimensions and Metrics
It can be a bit tricky to understand and you'll need to change the site so that the dataLayer gets populated with the requisite data but this is the way to go. Best of luck.
Given the impressive flexibility of the platform, I feel certain there is a way to accomplish this but I'm having trouble putting it together. I have a dashboard in Tableau that is comprised of two data visualizations. On one sheet I have a bar graph of sales by category that is filtered by Month/Year of sale, pretty straight forward. On the other sheet I have a simple line graph of totals sales over time. This gives the user context for the sales per month they see represented in the bar graph.
What I would like to achieve is this: When a user changes the Month-Year filter for the bar graph, I would like an annotation to show up on the line graph that highlights that month in the overall sales data along with some summary stats (total sales, average order price, etc.). I have been reviewing the following dynamic annotations concept http://vizpainter.com/dynamic-annotations-part-3/ but I don't think it will get me where I want to go. Any suggestions would be greatly appreciated.
Thanks,
Ryan
There are three things you need to learn how to use in Tableau: Tooltips, Annotations and Worksheet actions.
Most data can be added to a tooltip and formatted however you want. Tooltips will appear dynamically when you hover over parts of the dataviz. If you want permanent labels then you can use Annotations (which can be attached to a data point or area and can contain dynamic data).
Worksheet Actions allow events on one sheet to trigger changes in what is shown on another. For example, a selection of worksheet A can Highlight an area on worksheet B, which is what you want.
The best way to learn how to use these is to follow the online documentation and help. But the first step is knowing what to look for. Search for Tooltips, Annotations and Actions in the online help.
As an alternative look for examples using these tools on Tableau Public. Here is a link to a dashboard that uses Actions and Dynamic Tooltips to explore the popularity of UK childrens' names: https://public.tableau.com/shared/NCJ6F59B9?:display_count=yes
Feel free to download and explore how actions and tooltips are used.
For example I need to add bom lines inside sale order lines. I have created an on_change function to load the bom lines if the product have bom. It is working fine in GTK, but when I try to add in web client, its not working..
Look at the product screen's Suppliers tab. One product can have many suppliers and each supplier can have many prices. To see the price list, you must enable the extended view for your user account.
Here's a screen shot of the GTK client with the suppliers switched from tree view to form view so you can see both levels.
The web client can't display both levels at the same time. You have to open the supplier in a dialog box, and it shows you the list of prices there.
is it possible to trigger control to another form based on th onchange of a selection field? the new form is to be linked to the new button of the existing form.
I have 2 custom lists. Purchase Order (PO) and Purchase Order Items (POI). The POI list has a column PO ID, which is a lookup field to a column PO ID in the PO list. For every row in PO, there can be multiple rows in POI (one to many relationship).
When user tries to enter new items in the PO form, he needs to fill in the purchase items too, which will be stored in the POI list. The issue I am facing is, how do I allow the user to enter the data in both the lists at the same time, OOTB?
I have to do this using the list forms itself. Infopath is not an option available. SPD techniques are welcomed.
I don't believe this can be done OOTB or with SharePoint Designer. Out of the box, SharePoint only allows you to enter one new item to one list at a time.
Using Edit In Datasheet is as close as you can some to editing or entering multiple list items at once. But even in this case, it is limited to a single list.
I have done a project similar to what you described using custom programming. I created custom forms along with custom field types that required custom javascript on the client and event receivers on the server. It was an interesting project, but it required a lot of moving parts.
I have been tasked to create a custom Dashlet which displays graphs of marketing data that is imported into a custom table in SugarCRM. I have been trying to read up on the subject but most of what I find is confusing and doesn't address what I need:
A custom table that stores events.
A Dashlet which pulls info from the above custom table and related Account information from the foreign key (account_id) in the custom table.
Suggestions, resources, etc?
Depending on the graphs you want to display, you may be able to use a custom report feature. You can create a dashlet based on a graphical report and display it on the home page.
create a custom report the utilizes the data you need from the custom module. Make sure you save it as your assigned to and team - also it MUST be a "summation" or "summation with details" report
pull up the "add sugar dashlets" on your homepage and locate the report you made in the "my reports" section at the bottom of your charts tab.
When you click on it it will load as a chart style dashlet.
Install the zucker report module and generate the graphical report .