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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., an Administrator) performs this action. |
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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. ApplicationsFirst 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:
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 there are several ways to change the variance bars that are displayed by default:
See Also |
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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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Conditional formatting as a part of CXO -Cockpit functionality exists within the 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 your 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 coloring and thresholds for a Ratio formula. You can use the following workaround to get conditional formatting into your Ratio based formula: 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 original 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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4. A pop-up will appear - Usages for list.
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| title | How canA Home Page Report is 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 limited to the standard Home Page - you can set any report of your choice as the Home Page report. | |
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the Home Page in the User Groups menu. In the CXO-Designer select Users > Users Groups. |
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You need to renew the license key in case:
In case you have issues with the license key contact the CXO-Cockpit support desk. To renew the license key take the following steps:
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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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 Web View 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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The company logo can be changed via the custom styles sheet. See Also: |
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The formula editors does not include a subtract function. (Starting version 4.2, the SUM function does include a subtraction function) Nevertheless , nevertheless you can subtract values: Assume that you want to subtract row 2 from row 1 into row 3, so 1. add a row 4 as a formula multiplying (MULT) row 2 with -1 2. add a row 5 as a formula SUM (#1, #4) 3. Switch visible off for row 4 Now row 4 will contain row 1 minus row 2 |
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Yes, CXO-Cockpit has dynamic lists available for all dimensions, including the entity and account dimension. See Also: |
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Yes, our software is an integrated part of the reporting process at companies with the strictest possible SOX rules that are regularly (and successfully) audited. CXO-Cockpit has a advanced security model that prevents user from seeing data that they not have access to. CXO-Cockpit integrates with Microsoft Active Directory. Additionally CXO-Cockpit creates an audit log of all security changes like password changes, user group and user modifications. |
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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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A label row can be easily created using an empty row and a custom description. Take the following steps to get a label row:
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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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When certain dimension members are filtered for certain user groups, they can still be selected in the Report Dimensions in the Design StudioCXO-Designer. Note that when the report is used by these users the numbers may seem wrong or absent. This is caused by the fact that the first available (non filtered) member of the dimension is used. |
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When the CXO Cockpit Web Client returns errors or other unexpected results on formula rows or formula columns, the following could be the cause:
The regional settings of the service account of both the OLAP Server and IIS should be exactly the same. Please check with you Systems Administrator to verify this. |
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ResourcesIf you are a CXO-Cockpit End-user:
If you are the CXO-Cockpit Administrator or a Consultant:
Log a support case If your question is not solved by checking out the resources as described above, then please follow the following steps to get support:
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