Introduction

Multiple Scenario Analysis reports are designed to give the maximum amount of information about one single account. In the main chart the account values are shown using multiple scenarios for the selected year. In the right table you can see a variance analysis over a breakdown dimension using any two scenarios from the main chart.

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

Settings	Description	Mandatory
Item Selector	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 list defines which which account or other Dimension Member is analyzed.	Yes
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
Scenarios	The Scenarios list defines the series of the chart. For each Line, Bar or Area a list item is required. The following 5 parameters refer to Items from this List. The list items that are not referred in the following 5 dimensions will be automatically put in the reference category selector which determines the (orange) Area Chart (See 2. In the screenshot)	Yes
Until Current Period	Defines the light blue bars in the chart. The light blue bars are shown for the periods that equal or are before the current period. Normally this chart series is filled with actual current year.	No
Beyond Current Period	Defines the dark blue bars in the chart. The light blue bars are shown for the future periods. Normally this chart series is filled with a forecast or budget category.	No
Line 1,2,3	Defines the chart series for the three lines in the chart. The lines can be used to show scenarios from the Scenarios list, selected for parameter number two. (ie. previous year, year end forecast, rolling forecast, etc.)	No
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
Default Breakdown Dimension	The Breakdown dimension which will be displayed.	Yes
Exclude from Breakdown	This attribute allows excluding dimension from the report dimension breakdown list.	No

Labels, Formats and Colors

Settings	Description	Mandatory
Palette	Color Palette allows you to customize colors displayed in a report	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

Variance

Settings	Description	Mandatory
Variance Threshold	Threshold value for the Variance (e.g., Actual vs. Budget). If the Variance is less than this Threshold, then a neutral variance color is used (Orange). Otherwise Red (indicating an unfavorable variance) or Green (favorable variance) is used. Use e.g. -200;300 for an absolute threshold or -10%;20% for a relative threshold	Yes
Variance Percentage Precision	Defines the number of decimals used for presenting the Variance Percentage values.	Yes

Other

Settings	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. "Budget")	Yes

6.2 Documentation

Multiple Scenario Analysis Template