Expense Piechart report gives misleading results

David T. sunfish62 at yahoo.com
Mon Jan 9 10:13:11 EST 2017


David C.,

Yes, I think your summary is accurate. Perhaps Ed can supply the test file he mentioned using as displaying the problem, as my tests involve complex real data files.

David
> On Jan 9, 2017, at 8:02 PM, David Carlson <david.carlson.417 at gmail.com> wrote:
> 
> Now the missing response and another missing post have magically re-appeared.  I see that you agree that there is an issue.  I think that if I have figured out how it actually works now, I could file a bug report.  Would you two gentlemen and any others watching this thread agree that I have stated the problem accurately, or am I missing something?
> 
> David C
> 
> On Mon, Jan 9, 2017 at 8:56 AM, David Carlson <david.carlson.417 at gmail.com <mailto:david.carlson.417 at gmail.com>> wrote:
> David T,
> 
> For some strange reason your first response is missing from the thread on my maillist, so I do not know what you said there.  However, If I understood gbguy's original post, he was stating that the Expense Piechart report did not 'roll up" deep level sub-account expenses into the top level total.  
> 
> I seem to recall that budgets also work that way, i.e. low level sub-accounts do not get 'rolled up' into the top level expense when there are not explicitly separated out.
> 
> Yet, I think that in the CoA page and in other places they do, in fact get 'rolled up' into the total expenses.  
> 
> My question is that since the piechart and budget reports (among others) seem to be capable of automatically hiding lower level sub-accounts, shouldn't they consistently 'roll up' lower level sub-account amounts into the first level that is explicitly displayed?  I have not tested my data to see how GnuCash works, so perhaps it is consistent to some rule that I am overlooking.
> 
> David C
> 
> 
> 
> 
> 
> On Mon, Jan 9, 2017 at 7:05 AM, David T. via gnucash-user <gnucash-user at gnucash.org <mailto:gnucash-user at gnucash.org>> wrote:
> Create a Transaction Report with the accounts of interest, set to include transactions from last year.
> 
> > On Jan 8, 2017, at 9:41 PM, Ed Reeder <ereeder at mailup.net <mailto:ereeder at mailup.net>> wrote:
> >
> > David,
> > Thanks for the confirmation!
> >
> > Since I'm in the process of budgeting for next year any suggestions on
> > how to fairly easily get accurate expense numbers for this past year?
> >
> > On Sun, Jan 8, 2017, at 12:11 AM, David T. wrote:
> >> I see similar bumps.
> >>
> >> Adjusting the depth of the piechart causes the Expenses total to change,
> >> in my test case by what I suspect is a single reverse transaction.
> >>
> >> Moreover, running a general transaction report for all expenses for the
> >> same time period yields an entirely different total, by a more
> >> substantial amount. Clearly, the totalling function in the scheme needs
> >> some love. Unfortunately, I don’t do Scheme.
> >>
> >> David
> >>
> >>> On Jan 8, 2017, at 5:57 AM, gbguy <ereeder at mailup.net <mailto:ereeder at mailup.net>> wrote:
> >>>
> >>> Bump
> >>>
> >>>
> >>>
> >>> --
> >>> View this message in context: http://gnucash.1415818.n4.nabble.com/Expense-Piechart-report-gives-misleading-results-tp4688641p4688661.html <http://gnucash.1415818.n4.nabble.com/Expense-Piechart-report-gives-misleading-results-tp4688641p4688661.html>
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