Background:
It would be highly valuable to display financial diagrams, such as Profit & Loss flows or tab walks, directly within Oracle DV. Currently, the Sankey diagram only supports a single value field. To create a P&L, users must export their data to Excel to manually structure it with “source,” “target,” and “value” columns (for example, mapping inflows and outflows), and then re-import it to DV for visualization. This workflow is inefficient, and introduces risks around data protection and version control, since manual exports can expose sensitive financial information.
Current Example Use Case:
• A finance analyst wants to build a live, interactive P&L or tab walk diagram based on the year-to-date information.
• Data is exported to Excel, where source, target, and value columns are manually created. Values must be manually calculated.
• The modified file is then imported into DV as a dataset to build the Sankey diagram.
• This increases both manual effort and risk to sensitive financial data.
Proposed Enhancement:
- Enable Multiple Value Fields in Sankey Diagrams:
• Users can map multiple fields (e.g., revenues and multiple expense types) directly in the DV Sankey setup.
• The system natively interprets expenses as outflows and automatically subtracts them from their related inflows for the visualization. - Intuitive Source/Target Mapping and Flow Designation:
• Enhance the Sankey UI so users can easily designate which columns represent positive flows and which represent negative flows (expenses/costs).
