Content Settings
Setting | Description | Mandatory |
|---|---|---|
Top | This list defines the main selectable iems for top main panel in the report. The items contained in the list must be analyzable by the dimension specified in the Breakdown By parameter. | Yes |
| Default Selected Item Top | The default item from the list that will be displayed in the top main panel. It will be an item contained in the list defined in parameter 1. Top | Yes |
Side Trend Top | List of items that determines the X-axis of the trend in the side-controls in the top right side panel (usually associated with the Year and the Period dimension). | No |
| Bottom | This list defines the main selectable items for bottom main panel in the report. The items contained in the list must be analysable by the dimension specified in the Breakdown By parameter. | Yes |
| Default Selected Item Bottom | The default item from the list that will be displayed in the bottom main panel. It will be an item contained in the list defined in parameter 3. Bottom | Yes |
Side Trend Bottom | List of items that determines the X-axis of the trend in the side-controls in the bottom right side panel (usually associated with the Year and the Period dimension). | Yes |
| Reference Categories | A list of items that will be used as Reference Categories in the report. Each item can be a combination of members from the dimensions associated with the list (usually Category, Year and/or Period. Formulas are not allowed. | Yes |
Breakdown By | With this parameter you can select the dimension for which you want to see the descendants at the right-side or bottom of the report. In case of the Waterfall-chart it determines the nature of the movements or variance components. In case of the Ranking template it shows the ranking dimension. | Yes |
Labels, Formats and Colors
| Setting | Description | Mandatory |
|---|---|---|
| Palette | Color Palette allows you to customize colors displayed in a report | Yes |
Label Base Category | Dynamic Label that can combine the description of dimension-members and free text. The member-description can be obtained by putting the 3-character dimension abbreviation between square brackets (e.g., [CAT] for the Category dimension). Note: When using free text, don't use the "[" or "]" characters as these are reserved for Dynamic Label Expressions. | Yes |
| Scale | This defines the scaling used in the report. Options are: Unchanged (no scaling), Thousands, Millions, Billions, Percentage. The last option multiplies the amount by 100 to show for example an amount of 0.75 from the source as '75%' in the CXO-Cockpit. The scale setting is the default for all data in the report, but can be overruled by a specific (non-default) scaling in the Member List. | Yes |
| Precision | This defines the number of decimals used for presenting the number. Options are 0-12. Similar to the Scale setting, the Precision setting is the default for all data in the report, but can be overruled by a specific (not -1) precision in the Member list. | Yes |
| Left Footer Text | Enter a text that will appear in the lower left part of the report. This is dynamic label where you can use dimension values like [VAL] or one or more of the listed static indicators. | Yes |
Variance
| Setting | Description | Mandatory |
|---|---|---|
| Default Ranked By | Specifies the ranking criterion. You can enter 'Variance', 'Variance %', 'Actual' (or any other Category specified in the Dimension Settings) or 'Budget' (or any other reference category specified for parameter 'ReferenceCategory'. | No |
| Variance Percentage Precision | Defines the number of decimals used for presenting the Variance Percentage values. | Yes |
| Variance Threshold | Threshold value for the Variance (e.g., Actual vs. Budget). If the Variance is less than the 1st threshold value, then Red (indicating an unfavorable variance) is used. If the Variance is greater than the 2nd threshold value, then Green (favorable variance) is used. And if Variance is between the 2 threshold values, Orange (neutral variance) is used. Use, for example, -200;300 for absolute thresholds or -10%;20% for relative thresholds. | Yes |
Ranking
| Setting | Description | Mandatory |
|---|---|---|
| Base / Direct | Select Base if you want to see the base-members (or leaf-members) under a certain parent-node (parent Entity, Product group, etc.). Choose Direct if you want to see the direct descendants (1st generation child-members). | Yes |
| Maximum Ranking Count | Set the maximum number of items that will be shown in the ranking list ie to show the top or bottom 9 members set the parameter at 9. | Yes |
| Initial Ranking Count | Set the number of items that will be shown in the ranking list ie to show the top or bottom 4 members set the parameter at 4. | Yes |
Other
| Setting | Description | Mandatory |
|---|---|---|
| Reverse Sign Top | In some underlying systems, costs are input as a negative income. By default, a graph would also show negative values, which makes the graphs less intuitive. The CXO-Cockpit therefore allows for reversing the sign for the purpose of showing such costs as positive values. The financial intelligence (evaluation of green/red) remains intact. | Yes |
| Reverse Sign Bottom | In some underlying systems, costs are input as a negative income. By default, a graph would also show negative values, which makes the graphs less intuitive. The CXO-Cockpit therefore allows for reversing the sign for the purpose of showing such costs as positive values. The financial intelligence (evaluation of green/red) remains intact. | Yes |
| Frequency | This defines the frequency of the report. Options are M (Monthly), Q (Quarterly) , Y (Yearly) or Any (user select). The frequency setting also impacts the options in the Point of View: Upon selecting M, the user can only select the Months. If you select Q, the user can only select Quarters. Selecting Any (user select) will allow the user to select either a Month, Quarter or Year from the Point Of View as required. | Yes |
| Reference Category Position | Select the position of the Reference Category | Yes |
See Also
Functional end-user description of template:Ranking