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.

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.

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

Side Trend

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

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.

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.

Label Difference

In a Waterfall chart, the sum of the movements or variance components sometimes does not exactly explain the difference between the current period and a previous period or between Actual and Budget (e.g., due to Intercompany transactions). The remainder is put in an Other category. With this parameter we can label this Other category.

Zoomed View

Select Yes if you want to open the report in a zoomed view. A zoomed view is a view in which only the relevant part of the scale is shown, in order to increase the readability of the chart.

Default Selected Variance

Enter "Variance %" if you want to open a report with a variance percentage column. Enter "Variance" if you want absolute variance to be displayed by default.

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.

Maximum Items

Maximum number of movements shown. The remainder is cumulated in an "Other" category (see parameter "Label Difference").

Reference Category Position

Select the position of the Reference Category (e.g. "Budget")

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.

Maximum number of movements shown. The remainder is cumulated in an "Other" category (see parameter "Label Difference").