Components Template

Owned by Migration (Unlicensed)
Last updated: Apr 07, 2016 by Nadica Gaber (Unlicensed)
4 min read

Introduction

The reports build based on this template are used to analyze the different components of an account. With these reports you will be able to see the trend of the account build up. But you can also see the trend per component for two categories.

A report to analyse working capital is a good example of how to use this template. You will be able to see the development of working capital as a whole and the contribution of the different components to it.

CONTENT

 

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 Settings

Setting

Description

Mandatory

Component Items

A list of items that determines the Components of the chart. 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

Default Selected Item

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

No

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 trend in the Side Trend control (usually associated with the Year and the Period dimension).

Yes

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

Labels, Formats and Colors

SettingDescriptionMandatory

Total

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

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

PaletteColor Palette allows you to customize colors displayed in a reportYes

Remainder

When an account is broken up into components, sometimes not all components are listed. The remainder can be grouped as a separate component with its own label.

No

Data Label FormatThe format of the data labelYes
Labels Intersect ActionThis setting determines what action should be taken when Labels intersect: apply multiple rows, rotate or wrapYes
Rotate Labels

This setting allows you to rotate the labels clockwise, counterclockwise, horizontally or vertically

Yes
ScaleThis 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
PrecisionThis 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 TextEnter 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

Variance

SettingDescriptionMandatory
Breakdown SortingAllows the control and sort sequence of variances of the Breakdown Elements in a report (e.g., Child-Entities, Products in a certain Product Group). Select the appropriate option from the predefined list.Yes
Variance ThresholdThreshold 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

Other Settings

SettingDescriptionMandatory
Reverse SignIn some underlying systems, costs are input as a negative income. By default, a graph would also show negative values, which makes the graphs less intuitive. The CXO-Cockpit therefore allows for reversing the sign for the purpose of showing such costs as positive values. The financial intelligence (evaluation of green/red) remains intact.Yes
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 PositionSelect the Position of the Reference Category (e.g. "Forecast"). Left or Right of the Base Category (e.g. "Actual").Yes

See Also

Functional end-user description of template:Portfolio