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Horizontal table expansion and scheduling data loads in OneStream 

CXO Software Version 21.2 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) solutions3 provides improvements in screen usage for tables in free format reports. Also included is the ability to integrate with Longview, insightsoftware’s tax, transfer pricing, consolidation, and plan suite. schedule data loads in OneStream. Previously, the data loads had to be triggered manually.

Highlights of this release include:

• 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 

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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. 

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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).

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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.  

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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. 

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• Horizontal table expansion (including freezing of row headers)
• OneStream scheduler

Horizontal table expansion

Pre-21.3, a table control in a free format report could be automatically expanded vertically, but not horizontally. This would lead to situations like the screenshot below. The data in the table aren't fully visible, despite there being space to the right side of the control. This could already be addressed by resizing the control via CXO Designer, but then the same issue would occur if a user would drill into a column.

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As a solution, CXO version 21.3 introduces the horizontal table expansion option. This functionality works in the same way as vertical table expansion. By selecting a control setting in CXO Designer, a report builder can indicate whether a table in a free format report should horizontally expand. If this is selected a table will expand horizontally until all data are displayed. Adjacent controls might be repositioned as part of this expansion process. If the report becomes wider than the screen due to the horizontal table expansion, a horizontal scrollbar on the report level will be used to make all content accessible.

When upgrading to 21.3, tables in existing free format reports are by default unaffected by this feature; they have horizontal growth switched off.

The introduction of the horizontal report scrollbar can cause row headers to fall off screen. To prevent this from happening, CXO version 21.3 introduces the freezing of row headers. This functionality works the same as the freezing of column headers. Once the row headers would disappear, they 'stick' to the left side of the screen.

OneStream Scheduler

Customers who used OneStream as their source system encountered process challenges as data loads had to be manually triggered. As it could not be expected to do this in the middle of the night, users had to start their day triggering the data loads and then waiting for it to complete. To gain efficiency in this process, CXO Version 21.3 has implemented a feature which is also used in other adapter: data load scheduling. It is now possible to schedule data loads at any time of the day. For instance, by scheduling the data jobs at night, a user who would originally have to start the day running the data load can now immediately start working with refreshed data.

CXO VERSION 21.3 CHANGE LOG

For a complete list of all the updates delivered in Version 21.23, please see the CXO Change Log.

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