Roles

and Permissions

A user can have rights to Read, Edit, Lock and Unlock comments. Read more about User Permissions Regarding Commentsbe given access to read, edit, lock, and unlock comments by the admin. Refer User Permissions for more details.

Narrative Key 

The Narrative Key is set in the Settings Panel and defines Dimension defines the dimension(s) used to store the POV comments and is set in the Settings Panel. Usually, the Narrative Key value is set to Yes for every dimension included in the POV. If the Entity, Period and Year dimensions are set to Yes, this means that then the comments can be saved for every Entity, Period and Year combination. Normally you set the Narrative Key value to Yes for every Dimension included in the POVall combinations of these dimensions.  An exception could be the Currency/Value Dimension dimension which can be part of the POV but does not require specific comments for every different currency.  Additionally Additionally, for dimensions such as Entity, you can select whether the dimension should have a Subsidiary Comments Rollup to the Parent by selecting the option RollUp for one dimension, typically the Entity dimension RollUp option.

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Edit / Add Comments

Edit / Add Comments

 Edit / Add Comments

POV comments are related to the current report and the selected Point of View. These comments can be read by anybody that has access rights to CXO and the specific Point of View.

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Possible actions with Comments menu: (Availability depends on user rights, read more about this in the User Roles Regarding Comments section)

• Edit: With this action the user can open the Comments Editor and edit the comment.
• Manage Attachments: With this action the user can attach and manage attachments.
• Copy Children to POV Comments: With this action the user can copy the Comments entered for the Child members (child Entities) to the current level.
• Copy Base to POV Comments: With this action the user can copy the Comments entered for the Base members to the current level.
• Copy from Previous Period: With this action the user can copy the Comments entered in the previous period to the currently selected period.

Subsidiary Comments are comments that have been entered for the subsidiaries (child values) on the same report for the same Point of View. Any dimension in the POV can be set to have Subsidiary Comments by selecting a Narrative Key value of RollUp in the Report Settings. Only 1 dimension in each report can have the Narrative Key value of RollUp.

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Possible actions With Comments menu: (Availability depends on user rights, read more about this in the User Roles Regarding Comments section)

• Copy Children to POV Comments: With this action the user can copy the Comments entered for the Child members (child Entities) to the Parent level.
• Copy Base to POV Comments: With this action the user can copy the Comments entered for the Base members to the Parent level.

Key Message Commentary

Key messages are commentary that apply to the report as whole and is displayed at the top of the report between the POV bar and the report content.

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Line Item Comments

In a table or Multi-Column report, columns can be added allowing detailed comments at the level of individual line-items within a report. There is not a limit on how many characters can be typed. Line item comments appear as an added column and can be clicked into to start editing.

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The Item Type set in Content Panel determines if a dimension is used to store the Line item comments. Item Type should be set as comment so that Item could be Line Item comment.

Annotations

In a table or Multi-Column report, annotations can be added to allow commenting on a specific value within a report. There is no limit on how many characters can be typed. Annotations appear left of the number being commented on.
By clicking on a number in the table, the user can add or edit the annotation. Deletion can be done from the annotation section below the control. In the same section, the controls that have annotations enabled, but have no annotations yet, show a message that annotations can be added.

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Show Annotations setting in the Other Panel determines which annotations (if any) are shown.To add or edit comments and narratives click the Image Added icon on the top right of the report page.

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View and Compare Comments History View and Compare Comments History

View and Compare Comments History

To view the history of the comments:

1. Click the down arrow of the Image Added icon from top right of the screen.
2. Select View and compare changes.
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3. Select General comments.
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4. Click View to open the comment.
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 You can also compare two comments from a list:

1. Select the two comments you want to compare.

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2. Click Compare.

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Lock and Unlock Comments Lock and Unlock Comments

Lock and Unlock Comments

To lock comments in a report:

1. Click the down arrow of the Image Added icon from top right of the screen.
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2. Choose from the following options:

   Option	Description
   Lock comments	Lock the comments for the current POV selection
   Lock descendants	Lock the comments for the current POV and all its descendants
   Unlock descendants	Unlock the comments for the current POV and all its descendants

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To unlock comments, click the down arrow of the Image Addedicon from top right of the screen and select Unlock comments.

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