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Hide Presenter Report Sections

We'd like to be able to hide sections of a presenter report if [condition]. For example, "only show this data grid in month 12", or "only show this layout table if paPayee parameter is not empty (indicating that a user has selected a Payee from the dropdown, for example)".
  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 9 2019
  • Will Not Implement
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  • Admin
    Paul Peters commented
    20 May 12:45

    This Idea is not aligned with the current road map and will not be considered this year. This Idea will remain available for comment and voting. It may be considered for the 2020 road map evaluation based on community feedback.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    20 Jun 22:56

    This would be a massive improvement to the Presenter module.  I performed a write-up on this a while ago (attached).  

    With this feature, our reports can be much more dynamic.  Also, the implementation times can be improved because this feature will allow us to implement difficult reports much, much faster.  I would be happy to offer additional help with this feature.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    25 Jun 20:08

    We use tables to dynamically display or hide data grids, text and headers on our reports based on comp plans, months, or other criteria.  Have you considered this? 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    25 Jun 20:29

    Having to build a data grid just to dynamically display text or header tends to be the most common workaround, but it doesn't work with all elements (graphs and charts, for example).

    Having the ability to hide/show entire sections or layout tables would eliminate many of these workarounds, thus reducing the complexity of building presenter reports.

    It would also open up a lot of possibilities for creating dynamic and interactive forms. For example, creating an adjustment form which would have different layout or fields depending on the type of adjustment being entered. Another use case would be creating a web-based admin form for plan setup, which can guide comp admins through a step-by-step process for creating or configuring new plans.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    25 Jun 23:46

    Exactly right.  All enterprise level reporting tools have this feature and it just makes sense for Presenter to finally add it.  In Presenter, we can 'work around' certain items by making EVERYTHING a data grid.  That takes us a lot longer to do and we end up spending a lot more time building reports than we should have to. 

    Also, we can't do that work around for Images, Charts, and PICKLIST CONTROLS.  So our 'work around' for Charts is just not to build them at all.  Think of the possibilities with being able to conditionally display a picklist control.  That alone would make our reports much more dynamic (think of the Web User being an Admin that needs to view ALL PAYEES in a drop down box versus a Sales Rep that would no longer be required to select their own name because that Picklist Control would not be displayed for them (as we can use the Web User instead). 

    See my PowerPoint write-up.  If we had the ability to add a simple rule to all Layout Tables we could save a lot of time building our reports AND make our reports much more appealing to look at. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    25 Jun 23:50

    I think this is a simple one to build for DEV and it would provide great bang for our buck.  At the very least, the PowerPoint can be brought to them for sizing.