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  • 1.  "Multiple Choose Function" #Give and Get Help"

    Posted 01-10-2023 05:23
    Hi

    I would be grateful if someone has any suggestions.

    I am trying to create a template with the hope to have two choose options for the user. For example letting the user choose "Actual" for scenario one and then Annual Budget in the second choose. But if they wanted to let them choose any scenario for example letting the user choose two reforecast scenarios side by side.

    I have already mapped the scenario blocks with form variable but now trying to figure out how to do the choose mapping to the dialogue box on opening lets them their desired scenarios.

    Many thanks in advance for any help and suggestions. :)

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    Shoeb S
    PPG
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  • 2.  RE: "Multiple Choose Function" #Give and Get Help"

    Posted 01-10-2023 16:06
    Hi Shoeb!

    Thanks for the question, I'm sure other community members might have the same or similar question!

    After some digging around internally, hopefully this gives you some help:



    Would love to hear from other community members if you have any other thoughts or insights! Or if not, is this multiple choose function something you'd implement in your own organization?
    Tagging some awesome community members to pick their brains 🧠 @Brendan Eger @Josh Weinberg @Benjamin Cleaver @Choy Chu

    Thank you! 😊​​​​

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    Irene Tang
    Community Marketing Manager
    Vena Solutions
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    Original Message


  • 3.  RE: "Multiple Choose Function" #Give and Get Help"

    Posted 01-10-2023 16:58

    Hi Shoeb & Irene,

    I was actually thinking about this same question earlier this week when I was refreshing our reports.

    Currently, we have choose box for selecting the scenario for forecasted months. Usually the actual scenario is used for actual months. However, our actuals change every time data is loaded bc we tend to have different versions of actuals over time, lol.

    I was thinking to change the scenario for historicals to be part of the choose box to pull the specific version of historicals (assuming you have the different historicals saved/versioned).

    Our forecasted months scenario is a formula, so historical months scenario need to be formula too.

    In the 'arbituary page settings' (not sure what that box is called, but it is the upper left corner of the spreadsheet where you start mapping the spreadsheets settings), you can have 2 lines for scenario, one for historical months and one for forecast months. You will have to set the page mapping to these, and assign different 'sections' in the page mapping dialog popup box.  Columns where you have the scenario mapped, you will reference to these scenario lines depending whether historical or forecast. I think what I am writing is essentially the same as what Irene wrote, lol.  I tested this and seem to be doing what I want it to do....I think, lol.

    Hope this helps you.

    Regards,
    Choy Chu
    Pipedrive, Inc.
    Manager of Planning & Analysis



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    Choy Chu
    Planning Manager
    Pipedrive
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    Original Message


  • 4.  RE: "Multiple Choose Function" #Give and Get Help"

    Posted 01-13-2023 05:45
    Hi Choy Chu and Irene,

    Thank thanks for taking the time to respond to my question. It was a great help.
    Using the dummy selection method in a control page and then using form variable in the main tab for two different scenario mapping it now works!!!!

    Once again many thanks for your help. Hope you both have a lovely weekend!

    Kind regards
    Shoeb 

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    Shoeb Salam
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    Original Message


  • 5.  RE: "Multiple Choose Function" #Give and Get Help"

    Founding Member
    Posted 01-26-2023 18:30
    Hi @Shoeb Salam. I might not fully be understanding your question or the other's responses, but if you're trying to do something similar to what my team has done in the past, I wanted to provide a quick warning about potential check-out issues​ when setting up multiple Choose/Option sections. We have a template that is setup with 4 Choose/Option sections and is used by a team of about 10 accessing through the same task block. As you can see from the screenshot below, the Budget dimension is used multiple times. This is great for allowing the user to select multiple values (or the same values if they really just need 1), but the team of 10 will sometimes run into issues when they choose the same values in certain Choose/Option blocks. We're working on refining our approach to this by adjusting the template to automatically open the most commonly chosen value ("BOSTON DEPT" below) and to guide the staff to open the template from different task blocks so that the checkout conflict happens less often. Apologies if this doesn't exactly get at what you're trying to do, but thought I'd share in case your solution leads you down a potentially troublesome path as it relates to concurrent checkouts.



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    Brendan Eger
    Assoc. Dir. of Information Systems and Analytics
    Partners In Health
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    Original Message