Author Topic: Financier Report Spreadsheet: Link  (Read 631 times)

Offline Billy_McSkintos

Financier Report Spreadsheet: Link
« on: May 15, 2018, 10:00:37 AM »
I built this for myself so that I could better analyze my data. Unfortunately one must export one's data and import into Google Sheets, and so its static at the point.
I am afraid its a little basic and Google doesn't allow for the dynamic creation of charts from the pivot tables. I am, though, experimenting with some data validation options to achieve this.

I am sharing this in the hope that it is helpful to someone else but also in case others are able to enhance it (or use other apps) to create better reporting until Financier's options improve.

https://docs.google.com/spreadsheets/d/1vNHhaXPnH7WlDwqlBBNMyKDO7HlixlQ0BluqoOxsI9U/edit?usp=sharing

Excel Version (in progress)
https://1drv.ms/x/s!AkfQRJvEOOrG_TwH3cJ4ozHIhv16
« Last Edit: May 23, 2018, 01:09:02 PM by Billy_McSkintos »
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Offline keyboard

Re: Financier Report Spreadsheet: Link
« Reply #1 on: May 15, 2018, 11:34:43 AM »
Hi Billy

Looks like a lot of work went into this..... I will spend some time with this.

Ron
« Last Edit: May 15, 2018, 04:39:40 PM by asromzek »
Go for the 7 Ball  !!!!!!!

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Offline Billy_McSkintos

Re: Financier Report Spreadsheet: Link
« Reply #2 on: May 15, 2018, 01:30:01 PM »
I've just discovered Google's Data Studio (free for individuals). I am going to see if I can build a report and share it where you can just add your own data source (the financier export)

Here it is - very beta and basic for now but I will keep adding functionality and reports. I think this is how you can get it working

1. Sign up for Google Data Studio (Free)
2. Open and make a copy of this report (below): Click Edit and then File > Make A Copy

https://datastudio.google.com/open/1f1gZJxd9sxnTNbetbzKB8e-FAXhHB10X

3. Export your data from Financier and extract the xxxxx - Register.csv file
4. Upload the report to Google Drive and Open with Google Sheets
5. In the Data Studio Report: File > Report Settings
6. Create a new data file
7. Select your financier export from Google Sheets
8. Adjust the data type of Inflow and outflow to Currency
9. Click Add to Report
10. Press View to access the report
« Last Edit: May 15, 2018, 04:39:51 PM by asromzek »
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Offline Billy_McSkintos

Re: Financier Report Spreadsheet: Link
« Reply #3 on: May 16, 2018, 11:48:02 AM »
I made some tweaks that I think look and work better

Data Studio Report: https://datastudio.google.com/open/1f1gZJxd9sxnTNbetbzKB8e-FAXhHB10X
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Online asromzek

Re: Financier Report Spreadsheet: Link
« Reply #4 on: May 16, 2018, 12:15:56 PM »
That looks really awesome, @Billy_McSkintos. :parrot:
/s implied, unless stated otherwise.

Offline Billy_McSkintos

Re: Financier Report Spreadsheet: Link
« Reply #5 on: May 17, 2018, 11:37:58 AM »
Added the Income/Inflows report.

I have added an Income, Expenditure, Net report to my own version but this requires some manipulation of the metrics. If you would like this report you will have to build the additional calculated fields yourself. Let me know if you would like a guide.
« Last Edit: May 18, 2018, 12:41:04 PM by Billy_McSkintos »
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Offline Joel

Re: Financier Report Spreadsheet: Link
« Reply #6 on: May 17, 2018, 09:46:26 PM »
Cool stuff.
Biking and budgeting my way to early retirement!

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Offline trumfnator

Re: Financier Report Spreadsheet: Link
« Reply #7 on: May 18, 2018, 03:44:20 AM »
Cool! Thanks for your work. I hope this can somehow be integrated into the main financier structure.

Offline Billy_McSkintos

Re: Financier Report Spreadsheet: Link
« Reply #8 on: May 18, 2018, 11:56:53 AM »
I'm afraid that is beyond my limited skills. I am happy to help anyone (@Alex ?) with the knowledge to implement them or similar.

Hopefully, this will keep us going until then; I'm happy to help anyone with configuring or implementing their own report(s).
« Last Edit: May 18, 2018, 03:27:58 PM by Billy_McSkintos »
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Offline uberdrops

Re: Financier Report Spreadsheet: Link
« Reply #9 on: May 23, 2018, 07:14:26 AM »
Any chance you could build a version where an exported Excel file just takes the pasted csv data in sheet two? I do not feel super comfortable uploading 2 years of financial history onto a google drive.

Offline Billy_McSkintos

Re: Financier Report Spreadsheet: Link
« Reply #10 on: May 23, 2018, 10:37:10 AM »
« Last Edit: May 23, 2018, 10:56:43 AM by Billy_McSkintos »
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