Merge pull request #49 from thjennifer/main

Added Balance Sheet views, explores and dashboards

LookML_Dashboard/balance_sheet_finance_table.dashboard.lookml

@@ -0,0 +1,218 @@
+# This dashboard requires the Report Table visualization (available for free on Looker Marketplace) to be installed.
+
+- dashboard: balance_sheet_finance_table
+  title: Balance Sheet Finance Report
+  layout: newspaper
+  preferred_viewer: dashboards-next
+  filters_location_top: false
+  description: "Reports Fiscal Period Cumulative Amount in Global Currency for Levels 2, 3, and 4 of the selected hierarchy, chart of accounts, company, fiscal period and comparison period (if any). Requires Report Table visualization to be downloaded from Looker Marketplace."
+
+  elements:
+  - title: Summary Title
+    name: Summary Title
+    explore: balance_sheet
+    type: single_value
+    fields: [balance_sheet.title_balance_sheet]
+    filters:
+      balance_sheet.level_number: '3,4'
+    custom_color_enabled: true
+    show_single_value_title: false
+    show_comparison: false
+    listen:
+      Global Currency: balance_sheet.target_currency_tcurr
+      Chart of Accounts: balance_sheet.chart_of_accounts
+      Company: balance_sheet.company_text
+      Fiscal Period: balance_sheet.select_fiscal_period
+      Hierarchy: balance_sheet.hierarchy_name
+    row: 0
+    col: 0
+    width: 18
+    height: 2
+
+  - title: Balance Sheet
+    name: Balance Sheet
+    explore: balance_sheet
+    type: marketplace_viz_report_table::report_table-marketplace
+    fields: [balance_sheet.level_number,balance_sheet.parent, balance_sheet.parent_text, balance_sheet.node,
+      balance_sheet.node_text, balance_sheet.total_cumulative_amount_in_global_currency, balance_sheet.fiscal_year_period]
+    pivots: [balance_sheet.fiscal_year_period]
+    filters:
+      balance_sheet.level_number: '2,3,4'
+    sorts: [balance_sheet.fiscal_year_period, balance_sheet.level_number, balance_sheet.parent,balance_sheet.node]
+    limit: 5000
+    total: true
+    hidden_fields: [balance_sheet.level_number, balance_sheet.parent, balance_sheet.node]
+    hidden_points_if_no: []
+    series_labels: {}
+    show_view_names: false
+    theme: contemporary
+    # customTheme: ''
+    layout: auto
+    minWidthForIndexColumns: true
+    headerFontSize: 12
+    bodyFontSize: 12
+    showTooltip: true
+    showHighlight: true
+    # columnOrder: {}
+    rowSubtotals: true
+    colSubtotals: false
+    spanRows: true
+    spanCols: true
+    calculateOthers: true
+    sortColumnsBy: pivots
+    useViewName: false
+    useHeadings: false
+    useShortName: false
+    useUnit: false
+    groupVarianceColumns: false
+    genericLabelForSubtotals: false
+    indexColumn: false
+    transposeTable: false
+    label|balance_sheet.parent_text: Parent
+    heading|balance_sheet.parent_text: ''
+    hide|balance_sheet.parent_text: false
+    label|balance_sheet.node_text: Node
+    heading|balance_sheet.node_text: ''
+    hide|balance_sheet.node_text: false
+    subtotalDepth: '1'
+    label|balance_sheet.total_cumulative_amount_in_global_currency: Amount
+    heading|balance_sheet.total_cumulative_amount_in_global_currency: ''
+    style|balance_sheet.total_cumulative_amount_in_global_currency: black_red
+    reportIn|balance_sheet.total_cumulative_amount_in_global_currency: '1'
+    unit|balance_sheet.total_cumulative_amount_in_global_currency: ''
+    comparison|balance_sheet.total_cumulative_amount_in_global_currency: balance_sheet.fiscal_year_period
+    switch|balance_sheet.total_cumulative_amount_in_global_currency: false
+    var_num|balance_sheet.total_cumulative_amount_in_global_currency: true
+    var_pct|balance_sheet.total_cumulative_amount_in_global_currency: true
+    show_row_numbers: false
+    transpose: false
+    truncate_text: true
+    hide_totals: false
+    hide_row_totals: false
+    size_to_fit: true
+    table_theme: white
+    limit_displayed_rows: false
+    enable_conditional_formatting: false
+    header_text_alignment: left
+    header_font_size: '12'
+    rows_font_size: '12'
+    conditional_formatting_include_totals: false
+    conditional_formatting_include_nulls: false
+    show_sql_query_menu_options: false
+    show_totals: true
+    show_row_totals: true
+    truncate_header: false
+    minimum_column_width: 75
+    series_cell_visualizations:
+      balance_sheet.total_cumulative_amount_in_global_currency:
+        is_active: false
+    hidden_pivots: {}
+    defaults_version: 0
+    y_axes: []
+    title_hidden: true
+    listen:
+      Fiscal Period: balance_sheet.select_fiscal_period
+      Comparison Type: balance_sheet.select_comparison_type
+      Custom Comparison (Optional): balance_sheet.select_custom_comparison_period
+      Hierarchy: balance_sheet.hierarchy_name
+      Chart of Accounts: balance_sheet.chart_of_accounts
+      Company: balance_sheet.company_text
+      Global Currency: balance_sheet.target_currency_tcurr
+
+    row: 2
+    col: 0
+    width: 18
+    height: 13
+
+
+
+  filters:
+  - name: Fiscal Period
+    title: Fiscal Period
+    type: field_filter
+    # default_value: '2023.11'
+    # assumes as 12 month fiscal period that aligns with calendar. Will find last month and select period with same value
+    default_value: "{% assign current_month = \"today\" | date: '%m' %}{% assign current_year = \"today\" | date: '%Y' %}{% if current_month == '01' %}{% assign last_month = '12' %}{% assign last_month_year = current_year | times: 1 | minus: 1 %}{% else %}{% assign last_month = current_month | times: 1 | minus: 1 | prepend: '00' | slice: -2, 2 %}{% assign last_month_year = current_year %}{% endif %}{% assign last_period = last_month_year | append: '.' | append: last_month  %}{{last_period | strip}}"
+    allow_multiple_values: false
+    required: true
+    ui_config:
+      type: dropdown_menu
+      display: inline
+    explore: balance_sheet
+    field: balance_sheet.select_fiscal_period
+
+  - name: Comparison Type
+    title: Comparison Type
+    type: field_filter
+    default_value: yoy
+    allow_multiple_values: false
+    required: true
+    ui_config:
+      type: dropdown_menu
+      display: inline
+    explore: balance_sheet
+    field: balance_sheet.select_comparison_type
+
+  - name: Custom Comparison (Optional)
+    title: Custom Comparison (Optional)
+    type: field_filter
+    default_value: ''
+    allow_multiple_values: false
+    required: false
+    ui_config:
+      type: dropdown_menu
+      display: inline
+    explore: balance_sheet
+    field: balance_sheet.select_custom_comparison_period
+
+  - name: Global Currency
+    title: Global Currency
+    type: field_filter
+    default_value: USD
+    # default_value: "{% assign dc = _user_attributes['sap_default_global_currency %}{{dc}}"
+    allow_multiple_values: false
+    required: true
+    ui_config:
+      type: dropdown_menu
+      display: inline
+    explore: balance_sheet
+    field: balance_sheet.target_currency_tcurr
+
+  - name: Hierarchy
+    title: Hierarchy
+    type: field_filter
+    default_value: FPA1
+    # default_value: "{% assign dh = _user_attributes['sap_balance_sheet_default_hierarchy']%}{{dh}}"
+    allow_multiple_values: false
+    required: true
+    ui_config:
+      type: dropdown_menu
+      display: inline
+    explore: balance_sheet
+    field: balance_sheet.hierarchy_name
+
+  - name: Chart of Accounts
+    title: Chart of Accounts
+    type: field_filter
+    default_value: CA01
+    # default_value: "{% assign dca = _user_attributes['sap_balance_sheet_default_chart_of_accounts']%}{{dca}}"
+    allow_multiple_values: false
+    required: true
+    ui_config:
+      type: dropdown_menu
+      display: inline
+    explore: balance_sheet
+    field: balance_sheet.chart_of_accounts
+
+  - name: Company
+    title: Company
+    type: field_filter
+    default_value: "%CENTRAL%"
+    # default_value: "{% assign dco = _user_attributes['sap_balance_sheet_default_company']%}{{dco}}"
+    allow_multiple_values: false
+    required: true
+    ui_config:
+      type: advanced
+      display: popover
+    explore: balance_sheet
+    field: balance_sheet.company_text