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Strategy for building a dashboard

Question asked by PecCars on Sep 17, 2012
Latest reply on Sep 17, 2012 by davidanders

Title

Strategy for building a dashboard

Post

Consider the following tables:
     
     Table: Budget
     Field: Date Period, type date
     Field: Revenues for the period, type currency
     Field: Revenues Running Totals, type summary, = Total of Revenues (running)
     
     Table: ActualResultsByMonth

Field: Date Period, type date
     Field: Revenues for the period, type currency
     Field: Revenues Running Totals, type summary, = Total of Revenues (running)

     
     Budget contains 12 records, one per month.
     ActualResultsByMonth contains 48 records now, one per month from 2009 through 2012.
     
     I am currently building a dashboard and have created another table called Dashboard with a layout in which I am building the widgets of the dashboard, each widget will contain one chart or list. One of the charts in the dashboard will show three curves in the same diagramm, the curves will compare Budget::Revenues Running Totals (for the 12 months of 2012); ActualResultsByMonth::Revenues Running Totals (of this year only for the 12 months of 2012); and ActualResultsByMonth::Revenues Running Totals (of last year for the 12 months of 2011).
     
     What is the best way of linking them via the Dashboard table in order to show them in one single chart, the X axis will be the month of the year, and the Y axis will be the revenues fo the month as detailed further above. 

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