Report Dimensions
Every template and report has its own set of report dimensions. The report dimensions can be maintained from the CXO Design Studio in the parameter panel.
Template Dimensions vs Report Dimensions
Within the CXO Design Studio you can edit both templates and reports. The templates are used to set the right defaults, the reports inherit these defaults and can be overwritten. When a report dimension is changed and saved, the background color of the report dimension turns blue. This means that the value differs from the template. If you want to restore the template default on your report, you can click the ´Template Default´ button.
Report Dimensions Attributes
The report dimensions have the following attributes:
| Attribute | Description |
|---|---|
| Dimension | This column contains all dimensions as specified in the CXO-Cockpit Dimensions |
| Top Member | With Top Member you can set a different node as Top Node. |
| Hierarchy Filter | Specify a list that will determine the members that will be available for selection from the POV for this dimension in lieu of the default hierarchy. If a list is selected a POV Order different than 0 must also be selected. |
| Initial Member | The Initial Member contains the dimension member or dimension variable that defines how each dimension is initialized upon opening of the report. Unless the dimension is included in the Point of View it must have a value. If no specific value is specified, the value from the previous report is used. This is usually applied to the Entity, Year and Period dimensions: when you selected a specific member for these dimensions on a previous report, you want these selections to also be used on the current report. If a Hierarchy Filter has been specified, the Initial Member will default to the last member of the list unless you select another member from the list as the Initial Member. If a dimension variable is used, the resulting dimension member will be shown in parentheses. |
| Initial Member (second) | This column is only used when a Multi Source Report is configured. Possible values are "Follow Primary" to use the Initial Member set for the primary source or a specific dimension member or dimension variable for the second source dimension. |
| POV Order | The POV Order specifies two things:
The POV Order must be set when Top Member, Hierachy Filter and Initial Member are empty. |
| Narrative Key | The Narrative Key defines if this dimension is used to store the POV Comments. If the Entity, Period and Year dimensions are set to Yes, this means that comments can be saved for every Entity, Period and Year combination. Normally you set the Narrative Key value to Yes for every Dimension that has a POV Order higher than 0. An exception could be the Currency/Value Dimension which can be part of the POV but does not require specific comments for every different currency. Additionally you can select whether the dimension should have Subsidiary Comments Rollup to the Parent by selecting the option RollUp for one dimension, typically the Entity dimension. |
Alias | Enter an alternative dimension description if you wish to override the report dimension name as it appears on the report Point of View bar and the dimension breakdown list (in Financial Statement Template). |
| Exclude from Breakdown | This attribute allows excluding dimension from the report dimension breakdown list. Report dimension breakdown is applied on the side pane of the Financial Statement Template, Waterfall Template and Multiple Scenario Analysis Template. By putting a tick in check-box for the dimension, you assure that it will not be appear in the dimension breakdown. |