Benchmark Template

Owned by
CXOS
Last updated: Jun 01, 2015 by
Andy Heller (Deactivated)
3 min read

Introduction

When you want to benchmark one or more peer groups on an account or any particular KPI derived from the underlying CXO Data source, you can use this Template. This can be particular useful for instance for HQ facilities, because usually they would potentially not get access to this kind of underlying data due to the tight security of the source system. For benchmark purposes within the CXO-Cockpit this kind of data can be drawn out of the source system.

CONTENT

Parameters

The Report Parameters 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 Generic Report Parameters

Basic Parameters

ParameterDescriptionMandatory
1. Item SelectorA list of items that will be used as a Pick List in the report. Each item can be a combination of members from the dimensions associated with the list. Usually, the Account dimension is used.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
3. Benchmark List 1A list of items that represent Benchmark group 1 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities.Yes

Advanced Parameters

Parameter

Description

Mandatory

4. Default Selected Item

Indicates the Item from the List that will be selected / highlighted upon opening of the report. If none is selected, the 1st item will be selected.

No

5. Benchmark List 2

List of items that represent Benchmark group 2 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities.

No

6. Benchmark List 3

List of items that represent Benchmark group 3 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities.

No

7. Benchmark List 4

List of items that represent Benchmark group 4 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities.

No

8. Side Trend

List of items that determines the X-axis of the trend in the Side Trend control (usually associated with the Year and the Period dimension).

Yes

9. 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

10. 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

11. Label Benchmark Member

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

12. Label Benchmark 1

The label put as an identification of the Benchmark Group

Yes

13. Label Benchmark 2

The label put as an identification of the Benchmark Group

No

14. Label Benchmark 3

The label put as an identification of the Benchmark Group

No

15. Label Benchmark 4

The label put as an identification of the Benchmark Group

No

16. Breakdown Sorting

Allows the control and sort sequence of variances. Select the appropraite option from the pre defined list.

Yes

17. 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

18. Variance % Around Average

Variation % around the Benchmark average (determines the width of the grey area).

Yes

See Also

Functional end-user description of template:Benchmark