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Introduction

Besides the standard delivered templates there is also the capability to create your own free format report. These new free format report can then be used to generate new Template by the Administrator. New report can be created such as 2 Tables, 2 tables and a linked chart. A number of controls can be added into the report and these are detailed below. In addition the controls can be linked to each other, such that a selection of an item in one control can update the details in one or any number of other controls, it can also be used to update the POV for the whole report if required.

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How to create a new Free Format report

You can create new Free Format Report by choosing New Report Option and choosing to Create New Free Format Report

 

The Pop Up will guide you through the steps to create the report . It consists of the following fields.

Name

Description

Mandatory

Name

Name of the new Report

Yes

 Source Systems

 Select a Source System for the Report to get it's data from

Yes

Edit Layout

Introduction

You can Format a Free Format Report in Design Mode. Design Mode is Turned on by clicking the Edit Layout buton.

Add / Edit / Delete Controls

In the Control Settings Panel you can Add, Edit and Delete Controls.

  • Add: To add a Control click on + Add Control and choose the desired Control and enter the Basic Parameters. Read more about these parameters in the available Controls Section
  • Edit:

    • Change Settings: Click the Control and this will open Control Settings Panel. Here you can change the Name, the size of the control and if it should Show a Border.
    • Move Control: Just drag the control to its destination.

  • Delete: Click the Control and select the Remove Button in the Control Settings Panel.

 

 

 

 

Once you are finished with adding of the controls and applying the settings, you should click on the Save & Exit Button.

Available Controls

Control

Description

Table

The Table Control allows you to enter a (Multi-Column) Table

Bars & Lines Chart

Bars And Lines Chart

Comment

The Comment Control provides the Comments & Narratives Functionality

Bridge

The Bridge shows the positive or negative contribution of a region or any analytical dimension member to the deviation between two categories for an account.

Pie Chart

Pie Chart

Gauge

Gauge Chart

Multiple Scenario

Multiple Scenario Chart

Value TreeValue tree 

Item Selector

Allows to insert a separate item selector which can be for multiple controls at once

Web View

With the use of the Browser Control you can enter a web element. (E.g. Web page, a picture, etc.)

Container

A Container "Contains" the Controls used in the template. A container can be used for one control or can hold several controls (All controls come with their own Container). It is normal to send the container to the back of all the controls that you want to appear to be sat within the container. this can be useful to display linked controls and separate them from other controls

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/wiki/spaces/CXO/pages/2806776440

Show the precision and scale for the report and allow the user to change the settings when running the report

/wiki/spaces/CXO/pages/2806776071

Display the name of the Application (which is set within the Application settings within the Design Studio) , also the date that the Data was last refreshed for the application and a link to information about CXO Cockpit.

Example

DEMO, REFRESHED: 01/04/2014 09:26:24 INFO

Label

The Label Control is used to enter any text (Not changeable in the cockpit itself), The label can contain simple text ( or HTML if selected) and references to dimensional information, data cells and any other available static indicators. Dimensional Information is referenced as XXX where XXX equals the Dimension see Dynamic Label Expressions. Data cells can be referenced from an associated list defined within the parameter dat for the label and are referenced as [DATA][X]] where X equals the index for the data element eg 1 = first row of the selected list.

Static indicators include the following

  • [APPLICATION] displays the name of the application
  • [CUBEDATE] date of the last update of the source system
  • [INFO] clickable link to display the about window
  • [PREC] textual value of the precision
  • [SCALE] Textual value of the scale
  • [SCALE].Number
  • [SCALE].Link link to the value of the scale and allow changes by the user

Link to Report

The Report Link Control is used to navigate to a different report from the current report

/wiki/spaces/CXO/pages/2806776961

Display News Items

 

Report Settings

You can set all settings per Control. Once you open the report, you will have a notification displayed that report settings are missing for each of the added categories. You can add them by clicking on each control in the Settings Tab. On the examle below, there are Bars and Lines Chart and Table Control.

 

 

Convert to Template

Any Free Format Report can be converted to Template by the admin. To do so, select the Free Format Report, click on the gear that will appear on the right side and choose the "Convert to Template" option.