Portfolio Template

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

Introduction

The reports built on this template are used to analyze the relation between three accounts within an analytical or entity dimension. By putting the three accounts on the three axis (X axis, Y Axis, Size) a three-dimensional analysis can be made. By analysing the movement from the full circle to the open circle you can make a variance movement analysis.

CONTENT

Parameters

The Report Prameters 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

Parameter

Description

Mandatory

1. Portfolio Items

A 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. The pick luist defines which which account or other Dimension Member is analysed.

Yes

2. 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. Side Trend

List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension.

No

4. Breakdown By

With this parameter you can select the dimension for which you want to see the descendants at the right-side or bottom of the report. In case of the Waterfall-chart it determines the nature of the movements or variance components. In case of the Ranking template it shows the ranking dimension.

Yes

5. 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

6. X-Norm

Norm value you can set on your X-Axis

Yes

8. Y-Norm

Norm value you can set on your Y-Axis

Yes

See Also

Functional end-user description of template:Portfolio