asked on October 18, 2023
Hi team,
I'm trying to figure out how to use the functionality in FlexMonster to build some financial reporting. Right now we have some analysis reporting in our app we have built that will allow a user to dynamically cut into an Income Statement and a Contribution Margin report. I've build these as pivots, and they ultimately work fine because I roll them up as shown in the screen shots attached (Income_Statement_Pivot.png).
While the classic "Pivot Table" view works for analysis, there is a standard reporting view of these statements that finance teams generate at month and year-end that show some totaling and some broken out subtotals in more of a "report" style (See Company-B-Income-Statement-version2 for an example). I think I could get creative and build a flat table that uses some creative column structure and empty rows and cells to generate something like this with a very specialized data set. It wouldn't be able to aggregate the values in the report itself or accept a date range.
Is there any way to build a report like this with FlexMonster? If not, are there any future plans (even if not immediate) to expand the FlexMonster capabilities to take aggregations and display them in a more dynamic format outside of pivots or charts (like a report or dashboard)?
Thanks,
Bill
⋅ October 19, 2023
Hello, Bill!
Thank you for getting back to us.
Kindly note that you can use the getData() function to extract the aggregated data from Flexmonster and create the desired visualization outside the pivot grid.
Here is a JSFiddle sample for reference: https://jsfiddle.net/flexmonster/zy2s3wtj/.
Hope you will find our answer helpful.
Kind regards,
Solomiia
⋅ October 19, 2023
Thank you Solomiia, this is helpful. A few follow-up questions:
Thanks,
Bill
⋅ October 20, 2023
Hello, Bill!
Thank you for getting back to us.
Our team is glad to hear that the suggested approach was helpful. We also confirm that the provided link is the most accurate documentation for the getData() API call.
Regarding the described feature request, we would like to kindly note that Flexmonster is a pivoting table component, and creating something outside the grid itself is beyond its functionality. Besides, each customer has its own vision of such a feature according to their use case, so we provide our users with the API functionality to create additional controls outside the Flexmosnter grid according to their requirements.
Hope you will find our answer helpful.
Kind regards,
Solomiia
