Expense Piechart report gives misleading results

[Ed Reeder]

David C,

You did an excellent job of describing the problem!

 

I don't have a test file, only my real data.  My suspicion is that the
developers have existing test files that will demonstrate the problem
and are integrated into their testing protocol.  If not I can try and
put something together.
 

I'll note that it existed in 2.2.9.

 

Thanks,

 

/Ed

 

 

On Mon, Jan 9, 2017, at 07:13 AM, David T. wrote:
> 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> 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> 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>
>>>>  > 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> wrote:
>>>>  >>>
>>>>  >>> Bump
>>>>  >>>
>>>>  >>>
>>>>  >>>
>>>>  >>> --
>>>>  >>> View this message in context:
>>>>  >>> http://gnucash.1415818.n4.nabble.com/Expense-Piechart-report-gives-misleading-results-tp4688641p4688661.html
>>>>  >>> Sent from the GnuCash - User mailing list archive at
>>>>  >>> Nabble.com[1].
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>>>>
>>>>
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