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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., the admin user) performs this action.

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titleCXO-Cockpit Print Server - How should I configure it

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.

Applications

First 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:

 

<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 Print Server 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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titleHFM data-extract: why do selected dimension members not show up

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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titleHow can I apply conditional formatting

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:

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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

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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:

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3. To have the variance value in percentage, change the format to Percent:

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4. Then you can hide unnecessary columns and set the required variance threshold:

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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.

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titleHow can I see in what reports a specific list is used
  1. In the CXO-Design Studio You go to Maintain Lists in the Report Administration Ribbon
  2. Select Advanced
  3. Click the button next to Times Used and a table summing the object using the list appears

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titleHow can I set a different Home Page

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.