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Improved user experience and a new integration with Longview
CXO Software Version 21.
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2 provides enhancements to help users better understand their data, provide easier ways to find conversations, and offer a better experience when navigating between CXO and other web (reporting) solutions. Also included is the ability to integrate with Longview, insightsoftware’s tax, transfer pricing, consolidation, and plan suite.
Highlights of this release include:
- Reintroduced conversations to stimulate collaboration
- Enhanced Oracle EPM Cloud adapter
- Integration with the Tidemark planning application
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CXO Software Version 21.1 introduces conversations, a new way to stimulate collaboration that builds on the key message and table annotations delivered in the previous two releases. With the new, streamlined conversations, you can easily share messages and collaborate to resolve issues, explain variances, or add context to help tell the story behind your numbers:
- When someone starts a conversation with you, you receive a notification in the CXO toolbar
- When you open the conversation, CXO opens the related report simultaneously, automatically shows you the correct POV and selections, and provides easy access to the conversations in a panel
- You can then add your thoughts to the conversation to engage in data-driven dialog with your colleagues
Conversations in CXO Software are faster, easier, and more secure than emailing screenshots.
This is just the start. Watch out for further enhancements to conversations in coming releases.
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We continue to invest in improving our data source integrations. In Version 20.4, we released updates to our Oracle HFM adapter. Now, in CXO Software Version 21.1, we have introduced an updated adapter for Oracle EPM Cloud, which offers:
- Faster extracts
- New, easy access Oracle EPM Cloud Configurator tool. This web application can be accessed from a browser from within the CXO Designer, so there is no longer a need to go to the server. The Configurator’s new user interface and design make it easier to configure your connection and load sets.
- Simpler installation of the adapter using a packaged installer application
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With Version 21.1, CXO introduces an adapter to insightsoftware’s cloud-based, continuous planning solution: Tidemark.
If you are currently using CXO against your financial close and consolidation system, adding Tidemark to your financial technology landscape will enable you to enjoy the power of CXO’s reporting against a cloud-based planning and forecasting application that works for everyone on any device.
Tidemark offers unconstrained data storage, scenario planning and modeling, and a scalable platform that simplifies planning for diversified organizations. By adapting to your business processes, supporting granular cross-departmental plans, and providing a consumer-grade UI, people at the edges of your organization can easily plan and interact in the same platform, while finance still retains control. This drives greater accuracy and enables you to adopt a continuous planning process.
To learn more about Tidemark, please contact your account manager.
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- Usability improvements to aid understanding of data in charts and tables
- Ability to integrate with Longview Tax, Longview Transfer Pricing, Longview Close, and Longview Plan solutions
- New options to search for conversations
- Better experience when navigating between CXO and other web (reporting) solutions
Chart Data Labels
To enhance chart readability when multiple data labels are close to each other, CXO can now automatically position data labels in a way that they do not overlap each other.
Conditional Formatting
To draw users’ attention to the most important data in a report, you can now apply conditional formatting to CXO tables without having to use a formula. Working in a similar way to Excel, you can color code data based on their value (e.g., positive, negative, or within a threshold).
Integration with Longview
With Version 21.2, CXO introduces the ability to integrate with insightsoftware’s Longview tax, transfer pricing, consolidation, and plan suite.
Using CXO with Longview Tax, Longview Transfer Pricing, and Longview Close, and Longview Plan will enable you to bring the power of CXO’s rich reporting against important financial data.
- Longview Tax automates tax data collection and processing, freeing up time to refocus efforts on more proactive and strategic initiatives.
- Longview Transfer Pricing connects enterprise strategy and tax policy with transfer pricing execution to modernize your tax function, mitigate risk, and deliver new ways to improve tax function effectiveness.
- Longview Close automates consolidation and data validation processes to accelerate the close cycle.
- Longview Plan Integrates planning and consolidation data in one platform to accelerate planning cycles and improve the quality of budgets and forecasts.
To learn more about Longview products, please contact your account manager.
Pass Point of View (POV) Context Into a Report URL
To enable a better user experience when users need to navigate between CXO and - other web (reporting) solutions, it is now possible to pass an initial POV context, such as Year, Period, Entity, Account, etc., in the CXO report URL by adding query string parameters to the end of the URL. This allows you to navigate from another reporting solution to a specific CXO report that opens with the corresponding POV. The ability to navigate from CXO to another reporting solution while passing the POV already existed, so now bi-directional navigation between CXO and another reporting solution with transactional detail, for example, is now possible.
Conversations Search
New search and filter options make it quick and easy to find and review your previous conversations. You can search using text and also filter the current report and POV to find the conversation you are looking for.
CXO VERSION 21.2 CHANGE LOG
For a complete list of all the updates delivered in Version 21.12, please see the CXO Change Log.
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