Phil, Now that I am home and I have had a chance to get everything work again.
I have saved off an HTML version of my budget report. It is an example with a few dummy accounts setup. See that attached file. CSS and Javascipt could make for some really cool features in the reports. Ben On Wed, Jan 12, 2011 at 4:33 PM, Phil Longstaff <plongst...@rogers.com>wrote: > Hmmm.... Yeah. Another useful column for my report might be "same month > last year" and/or "YTD last year" > > Well, given a flexible enough engine, it would be easy to take column > values from different years or different budgets. > > I like the colouring idea. I think that ultimately, we might want a > generic report engine which provides various things (columns, rows, totals, > colouring). Since we now have webkit which supports css and javascript, we > can have collapsing columns and rows (e.g. expand/collapse the income > section). On top of this base engine, build a budget report engine. On top > of that, a budget report. > > > Phil > --------- > I used to be a hypochondriac AND a kleptomaniac. So I took something for > it. > > > ------------------------------ > *From:* Benjamin Johnsen <ben.john...@gmail.com> > *To:* Phil Longstaff <plongst...@rogers.com> > *Cc:* gnucash-devel@gnucash.org > *Sent:* Wed, January 12, 2011 4:16:25 PM > > *Subject:* Re: New Budget Report > > Phil, > > The YTD in my report makes the assumption that it is a YTD for current year > not the year specified in the Start Date. When I made that assumption I ran > into an issue where I would want to analyze last years numbers to setup my > budget for this year and my YTD would be showing me YTD for 2011 instead for > 2010. So instead of changing the YTD to be a YTD off of the year in the > Start Date I create another column that call in called EOY and year can be > specified for that column. Mainly I used the EOY this time of the year to > go back and analyze last year and close out all of my accounts. I know that > GNUCash has a close out end of year function but it doesn't close it out in > the way that I like so I do it by hand. > > Sounds like a good idea to abstract away some of the complexity. Another > feature I had in my report is it would color every other column and every > other row so that it was easier to follow a row all the way across the > screen. That would be nice to have in the engine. > > Thanks, > Ben > > On Wed, Jan 12, 2011 at 3:52 PM, Phil Longstaff <plongst...@rogers.com>wrote: > >> What does EOY give you? >> >> It sounds as though if you specify: >> 1) Start Date = start of year >> 2) # months = 12 >> 3) YTD off and EOY off >> then you get the current basic budget report. If you specify: >> 1) Start Date = current month >> 2) #months = 1 >> 3) YTD on and EOY on >> then you get my report. >> >> One thing I tried to do is build a "budget report engine" which would >> allow you to specify the accounts (rows) and columns you want and out would >> come the report. The columns are specified as a scheme list where each >> entry is a) a number representing a month (0=Jan, 11=Dec), or b) a list of >> month numbers in which case that column is the sum of those months. So, for >> June (month=5), the column control list is: >> (5 (0 1 2 3 4 5) (0 1 2 3 4 5 6 7 8 9 10 11 12)) >> >> This would be easily expandible. (4 5 6 (0 1 2 3 4 5) (0 1 2 3 4 5 6 7 8 >> 9 10 11 12)) would have columns for May, June, July, YTD(June) and full >> year. >> >> The current budget report would be (0 1 2 3 4 5 6 7 8 9 10 11 12). >> >> Maybe I'll work on formalizing and releasing the engine and then rewriting >> the current budget report in terms of it. It would make your report easier >> too. I'd to move to this kind of report engine so that, for example, we >> could pass a list of dates to the Balance Sheet report and get a >> multi-column report showing account balances on a series of dates, or list >> of date ranges for an Income Statement. Would allow period comparisons. >> I'll look at how your report is generated to see if there are ideas I can >> adopt. >> >> >> Phil >> --------- >> I used to be a hypochondriac AND a kleptomaniac. So I took something for >> it. >> >> >> ------------------------------ >> *From:* Benjamin Johnsen <ben.john...@gmail.com> >> *To:* Phil Longstaff <plongst...@rogers.com> >> *Cc:* Christian Stimming <stimm...@tuhh.de>; gnucash-devel@gnucash.org >> *Sent:* Wed, January 12, 2011 3:31:53 PM >> >> *Subject:* Re: New Budget Report >> >> Phil, >> >> I was not aware of the report you sent out. I agree things could get >> confusing. >> >> I was sending out an update to the report that I sent back in 2008 because >> I had been getting a number of questions about. >> >> The way my report works is it looks for accounts that have a budget value >> defined and will display those accounts. >> The number of columns is user defined. In the options they can specify >> the Start Date and then the number of months to show. There are also a >> "Year to Date" and "End of Year" column that can be turn on and off through >> options. Each column (Month, YTD or EOY) have a budget, actual and >> difference sub-columns. Also for each column there are rows that are >> defined at Income, Expense and Total. >> >> It sounds like our reports are very similar. I will let the team decide >> how they want to handle it. If they only want to include one that is fine >> with me. If they want to include both and want to dictated a naming >> convention that is also fine with me. >> >> Thanks, >> Ben >> >> On Wed, Jan 12, 2011 at 3:07 PM, Phil Longstaff <plongst...@rogers.com>wrote: >> >>> Ben, >>> >>> what is in your advanced budget report? I ask because I distributed an >>> advanced budget report via e-mail recently. It provided 3 sets of columns: >>> 1) current month, 2) YTD, 3) full year and for each set of columns, >>> budget/actual/difference. I found it to be much more useful than the >>> regular budget report. If we are going to have multiple "Advanced Budget" >>> reports, life will get tricky unless we can find a way to distinguish them. >>> >>> Phil >>> --------- >>> I used to be a hypochondriac AND a kleptomaniac. So I took something for >>> it. >>> >>> >>> ------------------------------ >>> *From:* Christian Stimming <stimm...@tuhh.de> >>> *To:* gnucash-devel@gnucash.org >>> *Cc:* Benjamin Johnsen <ben.john...@gmail.com> >>> *Sent:* Wed, January 12, 2011 2:47:17 PM >>> *Subject:* Re: New Budget Report >>> >>> Dear Ben, >>> >>> thanks for the interesting update. I was trying to run your report with >>> the >>> most recent 2.4.0, but had to change a few lines until it was loaded >>> correctly >>> at start-up. The changed file is attached. >>> >>> However, when trying to run the report I still run into plenty of Scheme >>> errors (below). Hence, the report in the current form probably cannot be >>> used >>> with gnucash-2.4.0. If you feel inclined to fix those bugs, I would >>> happily >>> include it into SVN so that it can go into the next release, but >>> currently >>> this doesn't quite work. >>> >>> Also, I suggest to submit your contributions as "enhancement request" in >>> bugzilla http://wiki.gnucash.org/wiki/Bugzilla with the file attached, >>> because >>> that way, your contribution doesn't get lost just as your 2008 email to >>> gnucash-devel did... >>> >>> Best Regards, >>> >>> Christian >>> >>> >>> Am Mittwoch, 12. Januar 2011 schrieb Benjamin Johnsen: >>> > Here is an update to the budget report that fixes some issues and adds >>> some >>> > new features. >>> > >>> > See attached file. >>> > >>> > Thanks, >>> > Ben >>> > >>> >> >> >
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