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.

Settings

The Report Settings define the look & feel and behavior of a report. Explanation regarding the General Settings, Point of View & Dimensions and Comments Settings can be found in Report Settings.

CONTENT

Content Settings

Setting	Description	Mandatory
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
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
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
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

Labels, Formats and Colors

Setting	Description	Mandatory
Palette	Color Palette allows you to customize colors displayed in a report	Yes
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
Labels Intersect Action	This setting determines what action should be taken when Labels intersect: apply multiple rows, rotate or wrap	Yes
Rotate Labels	This setting allows you to rotate the labels clockwise, counterclockwise, horizontally or vertically	Yes
Scale	This defines the scaling used in the report. Options are: Unchanged (no scaling), Thousands, Millions, Billions, Percentage. The last option multiplies the amount by 100 to show for example an amount of 0.75 from the source as '75%' in the CXO-Cockpit. The scale setting is the default for all data in the report, but can be overruled by a specific (non-default) scaling in the Member List.	Yes
Precision	This defines the number of decimals used for presenting the number. Options are 0-12. Similar to the Scale setting, the Precision setting is the default for all data in the report, but can be overruled by a specific (not -1) precision in the Member list.	Yes
Left Footer Text	Enter a text that will appear in the lower left part of the report. This is dynamic label where you can use dimension values like [VAL] or one or more of the listed static indicators.	Yes

Norm Values

Setting	Description	Mandatory
X-Norm	Norm value you can set on your X-Axis	Yes
Y-Norm	Norm value you can set on your Y-Axis	Yes

Other

Setting	Description	Mandatory
Frequency	This defines the frequency of the report. Options are M (Monthly), Q (Quarterly) , Y (Yearly) or Any (user select). The frequency setting also impacts the options in the Point of View: Upon selecting M, the user can only select the Months. If you select Q, the user can only select Quarters. Selecting Any (user select) will allow the user to select either a Month, Quarter or Year from the Point Of View as required.	Yes
Reference Category Position	Select the Position of the Reference Category (e.g. "Forecast"). Left or Right of the Base Category (e.g. "Actual").	Yes

6.0 Documentation

Portfolio Template