Value Tree Home Page Template

Owned by Migration (Unlicensed)
Last updated: Jan 21, 2015 by Andy Heller (Deactivated)
2 min read

Introduction

This template is used to build the Home Page. The Home Page will represent the entry point of the CXO-Cockpit and will give the end-user (typically a non financial end user) an insight in how the company is performing against it's most important KPI’s and how the different accounts correspond to one another.

CONTENT

The Template is a combination of the regular Home Page template and the Value Tree template. It uses the main section from the Value Tree template and the side sections from the regular Home Page template.

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

Description

Mandatory

1. Value Tree ItemsA 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).Yes
2. Reference CategoriesA 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. 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

4. 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

See Also

Functional end-user description of template:Home Page