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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:
This is a one time action and it is even sufficient that one user (e.g., the admin user) performs this action. |
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In order to configure CXO-Cockpit Print Server you need to go to the folder where it is installed and open the file called CXO.Cockpit.WindowsServices.StoryBoardGenerator.exe.config. ApplicationsFirst you need to specify which applications should be handled by the current instance of the CXO-Cockpit Print Server. 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:
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
In most of the cases the following configuration will work:
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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:
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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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This usually happens if you added new Custom# dimension members, new Accounts or new Entities to HFM. After you retrieved the new meta-data in the CXO-Cockpit by starting a Meta-data extract, you select the new members and you hope that they will also be available to the reports. The reason that they do not show up is because you did not do a full-data extract, followed by a full OLAP database processing after selecting the new members. Either you did not do a data extract at all, or you only did an incremental upload (certain Scenario / year / period combinations). Only after a full data-extract (a data-extract using the first Load Set) the dimensions in the CXO-Cockpit are rebuilt. And only after a full processing of the OLAP database (so with the 'Data only' checkbox under the 'Process OLAP db' button unchecked) the new members will be selectable and / or visible in the CXO-Cockpit reports. |
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Condititional formatting as a part of CXO-Cockpit functionality exists within 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 you 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 Threshold and related coloring for Ratio formula. You can do follow this workaround to get conditional formatting into your Ratio based report: 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 ratio:
3. To have the variance value in percentage, change the format to Percent:
4. Then you can hide unnecessary columns and set the required variance threshold:
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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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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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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. |
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A Home Page Report is linked to a User Group. You can set 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 limitted to the standard or Value Tree Home Page - you can set any report of your preference as the Home Page report. |
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CXO-Cockpit can authorize users using Active Directory LDAP (Lightweight Directory Access Protocol)Domain Accounts for login. This article explains here how you can do this. Each domain user needs to be registered in the CXO-Cockpit application. For an existing application you will need to setup an initial domain user in the Cockpit before switching to domain authentication: 1) Add Domain User to the “Maintain Users” list (Note: The”User ID” column should contain the user’s domain account name and the “Location” column should be filled with the “fully qualified” domain name: 2) Configure the CXO-Cockpit and CXO-Viewer Websites, and the Design Studio to use Domain Authentication. Modify the .config file for these applications and in the “appSettings” section, change the “Authentication Provider” key so that the “value” is “MSAD”:
4) If the Domain (or Domains) does not appear in the Login page, then you have to add the Domains manually in the Domains Filter of the .config files: You can enter multiple domains. Use ; as a separator. |
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CXO-Cockpit can authorize users using LDAP (Lightweight Directory Access Protocol)Domain Accounts for login. This article explains here how you can do this. Each domain user needs to be registered in the CXO-Cockpit application. For an existing application you will need to setup an initial domain user in the Cockpit before switching to domain authentication: |
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Within the CXO-Cockpit website you can upload HTML content or images that can be used on a browser control of a Free Format Template or a Website Template. In order to do this follow this steps:
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Lowering the website timeout limit reduces the total memory used by the server. Inactive user sessions will be cleared quicker which will reduce the total number of active sessions. Follow these steps to change session timeout to e.g. 20 minutes:
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Yes, it is possible to add multiple hierarchies to the POV selection box without adding all the hierarchies. In the Point of View Security Filters you can add multiple parents like in this example:
In the CXO-Cockpit website it would look like this:
It is also possible to add parents from different levels. |
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If you have a report with a long list of data in columns or in rows, which does not fit on one page, you can fix (freeze) the headers of the report. This makes it easier to navigate across the big volume of the report and allows a user to see the lowest row of the report together with the applicable column. To freeze the headers, take the following steps:
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