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title	Calculated Members - What to do if I cannot find my calculated member in the Viewer

For performance reasons, CXO-Viewer caches meta-data on dimensions. This cache should be refreshed as soon as meta-data has been changed. A refresh of the cache can be forced by putting the string “&refresh=true” at the end of the url.

For example:

http://Myserver/CXOViewer/ViewerLogin.aspx?ViewerId=ab5c9880-1bfe-4e8.......nC2PTlzq&refresh=true

This is a one time action and it is even sufficient that one user (e.g., an Administrator) performs this action.

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title	CXO-Cockpit Export Service - How should I configure it

In order to configure CXO Export Service you need to go to the folder where it is installed and open the file called CXO.Cockpit.WindowsServices.StoryBoardGenerator.exe.config.

Applications

First you need to specify which applications should be handled by the current instance of the CXO-Cockpit Export Service.

Find a section called ConnectionStrings and add new applications. Keep in mind that the <clear /> statement should stay in there. Te easiest way to find an appropriate connection string for you application is to copy it from the Web.config file of your website.

Finally the ConnectionString section should look like this:

<connectionStrings>
  <clear />
  <add name="GAPConnectionString_prod" connectionString="Data Source=SQLSERVERINSTANCE;Initial Catalog=cxo_repository_prod;Integrated Security=False;user=SQLUSER;password=ENCRYPTEDSQLPASSWORD" />
</connectionStrings>

Navigate through the file and find a section called appSettings. It is not recommended to change all of this settings but you probably need to change the following:Configuration

FileStoreLocation - the folder where the CXO-Cockpit Export Service will store all generated files

CXOViewerUrl - the URL of the CXO-Viewer in your current setup
RenderingEngine - the rendering engine which will be used for creating an export. Can be IE (Internet Explorer) or FF (Firefox)

In most of the cases the following configuration will work:

<add key="FileStoreLocation" value="C:\Program Files\CXO Solutions\CXO-Cockpit\Storyboard Export Service\files\" />
<add key="CXOViewerUrl" value="http://localhost/CXOViewer/" />
<add key="RenderingEngine" value="FF" />

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title	Financial Statement - How can I manage the breakdown dimensions in the report

CXO is closely integrated with your source system and retrieves from your source system which analytical dimensions have a relation to the selected account.

You would normally see no analytical dimensions that have no relation with the selected account.

In order to open the report with the most relevant analytical dimension you can set the ´Default Breakdown Dimension´ parameter.

As of 4.3.2 release there is an option to display Account breakdown in Member Detail Control of the Financial Statement report. If Account dimension is one of the report breakdown dimensions, the sub-accounts of the selected account will be displayed according to their hierarchy in the right bottom pane of the report:

Conditional formatting as a part of CXO -Cockpit functionality exists within the Variance (VAR) formula - once you create this type of formula in your report, you can set the Variance Threshold in your list parameters (if you want individual thresholds for every item) or report parameters (if you want to use the same variance threshold across the report).

There are cases when you need to apply conditional formatting to a different type of formula (e.g. ratio). In this case you can use the following workaround to get conditional formatting into your report.

The report below uses the ratio formula for the two accounts - Cost of Goods Sold and Net Sales:

In the standard CXO -Cockpit functionality it is not possible to apply Variance coloring and thresholds for a Ratio formula.

You can use the following workaround to get conditional formatting into your Ratio based formula:

1. Add one more column which would use Summation formula. In this formula subtract any parameter of the report from itself. In this way you will get zero value in the column

2. Add another column which will use the variance between original ratio and "zero" column. In this way you will get the required conditional formatting, by using the values equal to the origial original ratio: