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Repeating sections using views in Answers

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Morten_J
Morten_J Rank 3 - Community Apprentice

Hello,

I`m having trouble understanding how I can solve these requirements for a report in Answers (BICS).

Does anyone have a suggestion?

The dashboard should be like this:

DASHBOARD PROMPTS - this is fine

HEADER - valid for all subsequent data. Created an narrative view showing only 1 record, this should be fine.

Customer: John Doe    Address: Street 1

Now the problems start, each account should be listed with all information:

ACCOUNTS

......................................................................................

Account

<narrative view>

Account number: 111.222.333               Balance:  555$

Account started date: 05-JUL-14           Interest: 3.6%

Withdrawals

<table view>

Date               Withdrawn Amount

01-SEP-16      34$

                       45$

04-SEP-16      22$

                       11$

Deposits

<table view>

Date              Deposited Amount

01-JUL-16     3445$

04-SEP-16     5645$

.......................................................................................

Account

<narrative view>

Account number: 333.4444.5555       Balance: 444$

Account started date: 05-JAN-10       Interest: 3.6%

Withdrawals

<table view>

Date               Withdrawn Amount

01-SEP-16     34$

                      45$

04-SEP-16     22$

                      11$

Deposits

<table view>

Date               Deposited Amount

01-SEP-16     3333$

04-SEP-16     5645$

....................................................................................

All information for one account is shown, then info for the next and so on.

The

Account <narrative view>

Withdrawals<table view>

Deposits<table view>

needs to be in one repeating section, breaking on account number.

How can the three views be grouped together to show all info for one account, and repeat for next account?

Is there some other technique I can use to get the desired layout?

Thanks,

Morten

Answers

  • Thomas Dodds
    Thomas Dodds Rank 8 - Analytics Strategist

    This is more of a report and not on-screen analysis ... quite frankly a bi dashboard tool is the wrong tool for this job. 

    If you must do it in this tool ... then structure your data physically so you can use the tool.  So think about how you could get the data into an HTML output first (leverage the DB to do your work) - then display it in a narrative view.

  • Morten_J
    Morten_J Rank 3 - Community Apprentice

    Thanks for the feedback Thomas!

    Realized that I`m going to have a hard time getting this layout in BICS - Answers.

    If I had the choice, I would use BI Publisher.

  • Thomas Dodds
    Thomas Dodds Rank 8 - Analytics Strategist

    Agreed ... so if the requirements stands then apply the rule:  Use of information drive physical model design -- and restructure the data so it's accessible in an easier way to BICS.