Parameters
The report parameters
Settings
The Report Settings define the look & feel and behavior of a report. On the screenshot below you can see the parameters numbers. These numbers refer to the parameters as displayed in the Basic Parameters and Advanced Parameters table. Next to basic and advanced parameters there are also /wiki/spaces/CXO60/pages/43811342
Basic Parameters
ParameterExplanation regarding the General Settings, Point of View & Dimensions and Comments Settings can be found in Report Settings.
Content Settings
Setting | Description | Mandatory |
|---|---|---|
1. Component Items | A list of items that determines the Components of the chart. Each item can be a combination of members from the dimensions associated with the list or a formula (based on other items in the list). | Yes2. |
Default Selected Item | Indicates the Item from the Components List that will be selected / highlighted in the Side Trend upon opening of the report. If none is selected, the 1st item will be selected. | No |
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 |
Advanced Parameters
Parameter | Description | Mandatory||
|---|---|---|---|
3. Default Selected Item | Indicates the /wiki/spaces/CXO60/pages/43811337 from the pick list that will be selected / highlighted upon opening of the report | No | |
4. Side Trend | List of items that determines the X-axis of the trend in the | side-controls Side Trend control (usually associated with the Year and the Period dimension). | Yes5. |
Time Series | List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension. | Yes |
Labels, Formats and Colors
| Setting | Description | Mandatory | |||
|---|---|---|---|---|---|
Total | Dynamic Label that can combine the description of dimension-members and free text. The member-description can be obtained by putting the 3-digit dimension abbreviation between square brackets (e.g., [CAT] for the Category dimension). Don't use the [ or ] character in free text | .Yes | 6. Time Series | List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension. | Yes |
7. 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- | digit character dimension abbreviation between square brackets (e.g., [CAT] for the Category dimension). | DonNote: When using free text, don't use the "[" or | ] character in free text."]" characters as these are reserved for Dynamic Label Expressions. | Yes |
| Palette | Color Palette allows you to customize colors displayed in a report | Yes | |||
8. Remainder | When an account is broken up into components, sometimes not all components are listed. The remainder can be grouped as a separate component with its own label. | No | 9. |||
| Data Label Format | The format of the data label | Yes | |||
| Labels Intersect Action | This setting determines what action should be taken when Labels intersect: apply multiple rows, rotate or wrap | Yes | |||
| Rotate Labels | This setting allows you to rotate the labels clockwise, counterclockwise, horizontally or vertically | 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 |
|---|---|---|
| Breakdown Sorting | Allows the control and sort sequence of variances of the Breakdown Elements in a report (e.g., Child-Entities, Products in a certain Product Group). Select the appropriate option from the predefined list. | 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 |
Other Settings
| Setting | Description | Mandatory | |
|---|---|---|---|
| Reverse Sign | 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 | |
| 10. Breakdown Sorting | Allows to control and sort sequence of variances. Select the appropriate option from the predefined list, e.g. best variance on top, worst on top, e.g. | Yes | |
11. Variance Threshold | Threshold value for the Variance (e.g., Actual vs. Budget). If the Variance is less than this Threshold, then a neutral variance color is used (Orange). Otherwise Red (indicating an unfavourable variance) or Green (favourable variance) is used. Use e.g. -200;300 for an absolute threshold or -10%;20% for a relative thresholdFrequency | 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 (e.g. "Forecast"). Left or Right of the Base Category (e.g. "Actual"). | Yes |
See Also
Functional end-user description of template:Portfolio