Parameters
The report parameters define the look & feel and behaviour of a report. On the screenshot below you can see the parameters numbers. These numbers refer to the parameters as displayed in the Basic Parameters and Advanced Parameters table. Next to basic and advanced parameters there are also /wiki/spaces/CXO/pages/2806776440
Basic Parameters
| Parameter | Description | Mandatory | Description |
|---|---|---|---|
| 1. RowsMandatory | This list defines the rows the report. This list influences most of the look and feel of the report. All list formatting options are supported. | Yes | |
| 2. Reference Categories | Mandatory | 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. | Yes |
Advanced Parameters
Parameter | Description | MandatoryDescription | |
|---|---|---|---|
3. Default Selected Item | Not Mandatory | Indicates the /wiki/spaces/CXO/pages/2806776443 from the List that will be selected / highlighted upon opening of the report | No |
4. Side Trend | Mandatory | List of items that determines the X-axis of the trend in the side-controls (usually associated with the Year and the Period dimension). | Yes |
5. Label Base CategoryMandatory | Dynamic Label that can combine the description of dimension-members and free text. The member-description can be obtained by putting the 3-digit dimension abbreviation between square brackets (e.g., CAT for the Category dimension). Don't use the or character in free text. | Yes | |
6. Default Selected Variance | Not Mandatory | Enter Variance % if you want to open the report with a variance percentage column. Enter Variance if you want the absolute variance as a default view. | No |
7. Variance Style | Mandatory | The variance style has the following options: Background, Bar, Border, Box, Font, None, TrafficLight, TrendArrow | Yes |
8. Replace Blanks By | Not Mandatory | A character or a string which will be put instead of the missing value. | No |
9. Use Inline Drill | Not Mandatory | Provides possibility to use inline drill for a list member. | No |
10. Show Variance as Better/Worse | Not Mandatory | Better/Worse variance representation can be used to display positive variance with positive sign and negative variance with minus sign. | No |
11. Variance Percentage Precision | Mandatory | This defines the number of decimals used for presenting variance percentage. | Yes |
12. Breakdown Member Depth Limit | Mandatory | This parameter determines the number of hierarchy levels you want to make available for each of the relevant breakdown-dimensions in the lower-right part of the report. Increasing this number may affect performance. | Yes |
13. Default Breakdown Dimension | Mandatory | This value sets which dimension will be selected by default in the breakdown area. | Yes |
14. Variance ThresholdMandatory | 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 unfavourable variance) or Green (favourable variance) is used. Use e.g. -200;300 for an absolute threshold or -10%;20% for a relative threshold | Yes |
FAQ
- Financial Statement___How can I manage the breakdown dimensions in the report?
- Financial Statement___I don´t like the variance bars, can I change the chart style or remove the variances?
Tips and Tricks
Use the Excel Export functionality to quickly check/calculate your account statements
See Also
Functional end-user description of template:Financial Statement