Basic Parameters
Explanation regarding the General Settings, Point of View & Dimensions and Comments Settings can be found in Report Settings.
Content Settings
| Setting | Description | Mandatory | ||
|---|---|---|---|---|
Rows | This list defines the rows of the report . This list and influences most of the look and feel of the report. All list formatting options are supported. | 2. Reference Categories | Mandatory | Yes |
| Default Selected Row | Indicates the Item from the List that will be selected / highlighted upon opening of the report. If none is selected, the last row will be highlighted. | No | ||
| Reference Categories | 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. |
Advanced Parameters
Parameter | Mandatory | Description | ||
|---|---|---|---|---|
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 | ||
4. Side Trend | MandatoryYes | |||
| Side Trend | List of items that determines the X-axis of the trend in the | side-controlsSide Trend (usually associated with the Year and the Period dimension). | 5.Yes | |
| Default Breakdown Dimension | The Breakdown dimension which will be displayed. | Yes | ||
| Exclude from Breakdown | This attribute allows excluding dimension from the report dimension breakdown list. | No |
Labels, Formats and Colors
| Setting | Description | Mandatory |
|---|---|---|
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 character dimension abbreviation between square brackets (e.g., [CAT] for the Category dimension). DonNote: When using free text, don't use the or character in free text. | |
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. |
7. Variance Style | Mandatory"[" or "]" characters as these are reserved for Dynamic Label Expressions. | Yes |
| Palette | Color Palette allows you to customize colors displayed in a report | Yes |
Replace Blanks By | Enter a character or string that you want to see instead of missing values. | No |
| Scale | This defines the scaling used in the report. Options are: Unchanged (no scaling), Thousands, Millions, Billions, Percentage. The last option multiplies the amount by 100 to show for example an amount of 0.75 from the source as '75%' in the CXO-Cockpit. The scale setting is the default for all data in the report, but can be overruled by a specific (non-default) scaling in the Member List. | Yes |
| Precision | This defines the number of decimals used for presenting the number. Options are 0-12. Similar to the Scale setting, the Precision setting is the default for all data in the report, but can be overruled by a specific (not -1) precision in the Member list. | Yes |
| Left Footer Text | Enter a text that will appear in the lower left part of the report. This is dynamic label where you can use dimension values like [VAL] or one or more of the listed static indicators. | Yes |
Variance
| Setting | Description | Mandatory | |
|---|---|---|---|
| Variance Style | The variance style has the following options: Arrow, Background, Bar, BarAndValue, Border, Box, Font, None, TrafficLight, TrendArrow 8. Replace Blanks By | Not Mandatory | A character or a string which will be put instead of the missing value. |
9. Use Inline Drill | Not Mandatory | Provides possibility to use inline drill for a list member. | |
| 10. | Yes | ||
| Show Variance as Better/WorseNot Mandatory | Better/Worse variance representation can be used to display positive variance with positive sign and negative variance with minus sign. | Yes | |
11. Default Selected Variance Percentage Precision | Mandatory | This defines the number of decimals used for presenting variance percentage. | |
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. | |
13. Default Breakdown Dimension | Mandatory | This value sets which dimension will be selected by default in the breakdown area. | |
14. Variance Threshold | 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 |
| Variance Percentage Precision | Defines the number of decimals used for presenting the Variance Percentage values. | Yes | |
| Variance Threshold | Threshold value for the Variance (e.g., Actual vs. Budget). If the Variance is less than this Thresholdthe 1st threshold value, then a neutral variance color Red (indicating an unfavorable variance) is used (Orange). Otherwise Red (indicating an unfavourable variance) or Green (favourable . If the Variance is greater than the 2nd threshold value, then Green (favorable variance) is used. And if Variance is between the 2 threshold values, Orange (neutral variance) is used. Use e.g. , for example, -200;300 for an absolute threshold thresholds or -10%;20% for a relative threshold |
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| relative thresholds. | Yes |
Other Settings
| Setting | Description | |
|---|---|---|
| Use Inline Drill | Provides an option to apply inline drill for Rows List members. | Yes |
| Frequency | This defines the frequency of the report. Options are M (Monthly), Q (Quarterly) , Y (Yearly) or Any (user select). The frequency setting also impacts the options in the Point of View: Upon selecting M, the user can only select the Months. If you select Q, the user can only select Quarters. Selecting Any (user select) will allow the user to select either a Month, Quarter or Year from the Point Of View as required. | Yes |
| Reference Category Position | Select the Position of the Reference Category (e.g. "Forecast"). Left or Right of the Base Category (e.g. "Actual"). | Yes |
See Also
Functional end-user description of template:Financial Statement