I see looking deeper there is a budget-barchart.scm. Can I just grab that and add it as a custom report? or do I still need to build something (or everything) from your branch?
Sorry for the noob git questions. Regards, Adrien > On Jan 24, 2019, at 5:35 AM, Adrien Monteleone > <adrien.montele...@lusfiber.net> wrote: > > 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
