I haven’t built from git yet. (no time like the present) Do I build the entire branch or can I just dl and build the report?
Regards, Adrien > On Jan 24, 2019, at 5:09 AM, Christopher Lam <christopher....@gmail.com> > wrote: > > 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 _______________________________________________ gnucash-devel mailing list gnucash-devel@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-devel
