Introduction
When you want to benchmark one or more peer groups on an account or any particular KPI derived from the underlying CXO Data source, you can use this Template. This can be particular useful for instance for HQ facilities, because usually they would potentially not get access to this kind of underlying data due to the tight security of the source system. For benchmark purposes within the CXO-Cockpit this kind of data can be drawn out of the source system.
ParametersSettings
The report parameters Report Settings define the look & feel and behavior of a report. On the screenshot below you can see the parameters numbers. These numbers refer to the parameters as displayed in the Basic Parameters and Advanced Parameters table. Next to basic and advanced parameters there are also /wiki/spaces/CXO/pages/2806776440
Basic Parameters
Explanation regarding the General Settings, Point of View & Dimensions and Comments Settings can be found in Report Settings.
CONTENT
| Table of Contents |
|---|
Content Settings
| Setting | Description | Mandatory |
|---|---|---|
| Item Selector | A list of items that will be used as a Pick List in the report. Each item can be a combination of members from the dimensions associated with the list. Usually, the Account dimension is used. |
| Yes | ||
Default Selected Item | Indicates the Item from the List that will be selected / highlighted upon opening of the report. If none is selected, the 1st item will be selected. | 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. |
| Yes |
| Benchmark List 1 |
| A list of items that represent Benchmark group 1 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities. |
Advanced Parameters
Parameter
Mandatory
Description
4. 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
| Yes |
Benchmark List 2 |
Not Mandatory
List of items that represent Benchmark group 2 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities. |
No |
Benchmark List 3 |
Not Mandatory
List of items that represent Benchmark group 3 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities. |
No |
Benchmark List 4 |
Not Mandatory
List of items that represent Benchmark group 4 of the report. Each item can be a combination of members from the dimensions associated with the list; usually Entities. | No |
Side Trend |
List of items that determines the X-axis of the trend in the |
Side Trend control (usually associated with the Year and the Period dimension). |
9. Label Base Category
Yes | ||
Time Series | List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension. | Yes |
Labels, Formats and Colors
| Setting | Description | Mandatory |
|---|---|---|
| Palette | Color Palette allows you to customize colors displayed in a report | Yes |
Label Base Category | Dynamic Label that can combine the description of dimension-members and free text. The member-description can be obtained by putting the 3- |
character dimension abbreviation between square brackets (e.g., [CAT] for the Category dimension). |
Note: When using free text, don't use the "[" or |
10. Time Series
Mandatory
List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension.
"]" characters as these are reserved for Dynamic Label Expressions. | Yes |
Label Benchmark Member |
Mandatory
Dynamic Label that can combine the description of dimension-members and free text. The member-description can be obtained by putting the 3-digit dimension abbreviation between square brackets (e.g., [CAT] for the Category dimension). Don't use the [ or ] character in free text. |
Yes |
Label Benchmark 1 |
Mandatory
The label put as an identification of the Benchmark Group |
Yes |
Label Benchmark 2 |
The label put as an identification of the Benchmark Group | No |
Label Benchmark 3 |
The label put as an identification of the Benchmark Group |
No |
Label Benchmark 4 |
Not Mandatory
The label put as an identification of the Benchmark Group |
16. Breakdown Sorting
No | ||
| Rotate Labels | This setting allows you to rotate the labels clockwise, counterclockwise, horizontally or vertically | Yes |
| 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 |
|---|---|---|
Breakdown Sorting | Allows the control and sort sequence of variances. Select the appropraite option from the pre defined list. | Yes |
Variance Threshold |
Threshold value for the Variance (e.g., Actual vs. Budget). If the Variance is less than |
the 1st threshold value, then |
Red (indicating an unfavorable variance) is used |
. 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 |
, for example, -200;300 for |
absolute |
thresholds or -10%;20% for |
relative |
thresholds. | Yes |
Variance % Around Average |
| Variation % around the Benchmark average (determines the width of the grey area). | Yes |
Other
| Setting | Description | Mandatory |
|---|---|---|
| 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 | Yes |
See Also
Functional end-user description of template:Benchmark
CONTENT
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