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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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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, 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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A label row can be easily created using an empty row and a custom description. Take the following steps to get a label row:
See Also |
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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, go to settings panel > Labels, Formats and Colors > Freeze Headers and select the items to freeze. |
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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 CXO-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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