This template is used for reports that give insight into the build-up of an account (or any other dimension) for typically non financial users of the CXO-Cockpit.
The example below shows how the different underlying accounts add up to return on assets.
1. If you click on an underlined member, you will be automatically redirected to a report with more detail.
2. You can select compared categories, by using the pick list.
Parameters
The report parameters define the look & feel and behaviour 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 Generic Report Parameters
Basic Parameters
Parameter | Mandatory | Description |
|---|
1. Value Tree Items | Mandatory | A list of items that define the content and position of the items in the Value-Tree. 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). |
2. Reference Categories | Mandatory | 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. |
Advanced Parameters
Parameter | Mandatory | Description |
|---|---|---|
3. Variance Threshold | Mandatory | 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 threshold |
4. Label Base Category | Mandatory | 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. |
5. Value Tree Scale | Mandatory | Select a different Scaling for the Value Tree items from the main report or use the Default report scale |
6. Value Tree Precision | Mandatory | Select a different Precision for the Value Tree items from the main report or use the Default report precision |
7. Reference Category Position | Mandatory | Select the position of the reference category eg [Budget] to be to the right or Left of the Base category eg [Actual] |