Perhaps you can beta-test the budget-barchart, with the report start/end
dates options removed.
This also includes chartJS preview ;-)
https://github.com/christopherlam/gnucash/tree/maint-chartjs-budget-barchart
On 24/1/19 1:42 am, Adrien Monteleone wrote:
Good question — I think the budget reports are fine, it seems to be the chart
that is the odd one out.
As it is currently, for all of the budget reports, you choose the budget you
want to report on and the range is determined accordingly. You can’t set it
independently. I have no problem with this. I can’t see why someone would want
to select a budget to report or chart, but want GC to use transactions from out
of the budget period. (well, for comparing performance, sure, but it doesn’t
work that way anyway, the Transaction Report is better suited there - see below)
But for the chart, you can choose, as in my example, last year’s budget (or
anything other than current year) but the default date window is for this year,
which would render no data. Since you can select the budget and date range
separately, you can easily end up with either no results, incomplete results,
or possibly non-sensical results.
For consistency, the chart should probably pull the date range from the budget
choice like the reports do and not offer the options to set the range
independently.
-----
Now, if the reports and charts allowed you to independently select a budget and
date-range for comparison of budget vs. actual (of the chosen period) that
would be much more versatile. As it presently stands, you have to copy or re-do
your budget each year/quarter. But if you could report a static budget against
variable periods, you could have budgets based on something other than dates.
(such as different scenarios, regardless of the period)
Making the change that direction would not remove the ability to produce and
analyze budget performance on a period basis though. If that route is chosen,
I’d suggest some sort of default report/chart page to explain what options need
to be chosen to get a desired result. (similar to how some other reports tell
you that you need to select some accounts or certain options, rather than just
dumping you to a blank page. Note, this would be a good improvement for any
report/chart that requires setting options to get a usable result or non-blank
page.)
I’m not sure how difficult it would be to have the reports and chart look for
budgeted amounts statically but actual performance based on a separately
specified range. This might also necessitate some change to the budget options
where you would assign values for a generic period without regard to a specific
year.
While that all might be nice, the easiest thing to fix right now, I think would
be to pattern the General tab of the budget chart similar to the various budget
reports.
Regards,
Adrien
On Jan 23, 2019, at 10:14 AM, Christopher Lam <christopher....@gmail.com> wrote:
Directed towards Adrien- how should the budgeting reporting options look like?
Budget has start-date and num(periods)
Budget-report-date has its own start-date and end-date -- they should be
removed?
I don't use the budgeting tools myself.
(ytd-budget.scm from years back seems to be a good report)
On 23/1/19 11:37 pm, Adrien Monteleone wrote:
This means the date range for the report (default is start & end of current
accounting period) does not match the budget.
For example, I opened a chart for the 2018 budget and got a blank page.
When I changed the date range to start & end of previous year, I got charts for
my selected accounts with budget and actual bars.
Regards,
Adrien
_______________________________________________
gnucash-devel mailing list
gnucash-devel@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-devel
_______________________________________________
gnucash-devel mailing list
gnucash-devel@gnucash.org
https://lists.gnucash.org/mailman/listinfo/gnucash-devel
