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titleCalculated 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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titleCXO-Cockpit Export Service - How should I configure it

In order to configure CXO-Cockpit 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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titleFinancial Statement - How can I manage the breakdown dimensions in the report

CXO-Cockpit 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:

See Also

Financial Statement Template

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titleFinancial Statement - I don´t like the variance bars, can I change the chart style or remove the variances

Yes there are several ways to change the variance bars that are displayed by default:

  1. Change the report to use boxes instead of bars --> change the ´Variance Style´ parameter to: boxes
  2. Hide the variance bars completely --> change the ´Variance Style´ parameter to: none
  3. Hide the variance on those lines where it is not relevant: --> Set the ´Suppress Variance´ attribute of the specific row item to: Yes

See Also

Financial Statement Template

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titleFor the commentary sections in the dashboard tool, is it possible to create a template format

Yes, CXO-Cockpit provides an option to prepare a template for the users, so that they have a fixed format to enter the comments. See for an example the following screenshot:

...

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titleHow can I change the contents of the domain selector in the CXO-Cockpit web client

CXO-Cockpit shows the list of domains that can be found by the service account as specified on the IIS Application Pool.

If you want to change the contents or order of the domains you can modify the Web.config.

Add the required domains to the "DomainsFilter" value. The different domains can separated by semicolon.

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titleHow can I configure my report to use quarters instead of months

The CXO-Cockpit Point of View Bar shows for the Period Dimension by default the Month level.

Every report can be configured to show the quarter level instead. Use the Frequency Report Parameter and set the value to 'Q'. This changes the periods to show quarters instead of months in the Point of View Bar. This parameter also changes the periods shown in chart timelines. In addition the setting for Any (user select) can be selected in the CXO Design Studio Report Parameters, this will allow the user to select any period from within the defined period frequency hierarchy ( including Months, Quarters and Years etc.)

For free models the levels of the Period Dimension are defined in the Period Frequency

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titleHow can I make use of a different Essbase Alias table

CXO-Cockpit uses by default the Essbase Alias Table: 'Default'. You can specify for each dimension to use an alternative Alias Table in the Dimension Mapping screen.

Read more about changing dimension mappings and changing aliases in the Dimension Mapping article.

How can
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titleHow can I see in what reports a specific list is used
title
  1. In the CXO-Design Studio You Designer > go to Maintain Lists in the Report Administration RibbonSelect AdvancedShared objects and select Lists
  2. Select the list you want to verify
  3. Click the button Image Added next to Times Used and a table summing the object using the list appears

Image Removed

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  1. list and select Show Usage.

Image Added

4. A pop-up will appear - Usages for list.

Image Added

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titleHow can I set a different Home Page

A Home Page Report is Page Report is linked to a User Group. You can set the Home Page in the Home Page in the Groups & Security menu. The menu button can be found in the Security and Navigation Ribbon.As of release 5.0 the choice of the Home Page is not limited to the standard Home Page - you can set any report of your choice as the Home Page reportIn the CXO-Designer select Users > Users Groups.

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titleHow can I update the license key

You need to renew the license key in case:

  • The key expired
  • You company bought more users, or other connectors, etc.

In case you have issues with the license key contact the CXO-Cockpit support desk.

To renew the license key take the following steps:

  • Login to the CXO Cockpit Server Configuration Tool
  • Open the License Key Tab
  • In the licence Key Tab - paste the new license key in the "License key" field
  • Press the Save button at the top of the page

The Panel will then show the details provided by the new license key, including valid until date , numbers of users and valid backend connectors

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