Introduction

This template is used to provide a ranking analysis for a selected item eg account from a pre defined list across any other dimension eg. Entity. Up to 2 items can be shown in the main panel at the same time and the top x rows and the bottom x number of rows will be shown for each main item selected. The two side panels show an analysis of a selected row from each of the 2 main panels over a selected number of time periods.

Settings

The Report Settings define the look & feel and behavior of a report. Explanation regarding the General Settings, Point of View & Dimensions and Comments Settings can be found in Report Settings.

CONTENT

Content Settings

Setting	Description	Mandatory
Top	This list defines the main selectable iems for top main panel in the report. The items contained in the list must be analyzable by the dimension specified in the Breakdown By parameter.	Yes
Default Selected Item Top	The default item from the list that will be displayed in the top main panel. It will be an item contained in the list defined in parameter 1. Top	Yes
Side Trend Top	List of items that determines the X-axis of the trend in the side-controls in the top right side panel (usually associated with the Year and the Period dimension).	No
Bottom	This list defines the main selectable items for bottom main panel in the report. The items contained in the list must be analysable by the dimension specified in the Breakdown By parameter.	Yes
Default Selected Item Bottom	The default item from the list that will be displayed in the bottom main panel. It will be an item contained in the list defined in parameter 3. Bottom	Yes
Side Trend Bottom	List of items that determines the X-axis of the trend in the side-controls in the bottom right side panel (usually associated with the Year and the Period dimension).	Yes
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
Breakdown By	With this parameter you can select the dimension for which you want to see the descendants at the right-side or bottom of the report. In case of the Waterfall-chart it determines the nature of the movements or variance components. In case of the Ranking template it shows the ranking 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 "]" characters as these are reserved for Dynamic Label Expressions.	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
Default Ranked By	Specifies the ranking criterion. You can enter 'Variance', 'Variance %', 'Actual' (or any other Category specified in the Dimension Settings) or 'Budget' (or any other reference category specified for parameter 'ReferenceCategory'.	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 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

Ranking

Setting	Description	Mandatory
Base / Direct	Select Base if you want to see the base-members (or leaf-members) under a certain parent-node (parent Entity, Product group, etc.). Choose Direct if you want to see the direct descendants (1st generation child-members).	Yes
Maximum Ranking Count	Set the maximum number of items that will be shown in the ranking list ie to show the top or bottom 9 members set the parameter at 9.	Yes
Initial Ranking Count	Set the number of items that will be shown in the ranking list ie to show the top or bottom 4 members set the parameter at 4.	Yes

Other

Setting	Description	Mandatory
Reverse Sign Top	In some underlying systems, costs are input as a negative income. By default, a graph would also show negative values, which makes the graphs less intuitive. The CXO-Cockpit therefore allows for reversing the sign for the purpose of showing such costs as positive values. The financial intelligence (evaluation of green/red) remains intact.	Yes
Reverse Sign Bottom	In some underlying systems, costs are input as a negative income. By default, a graph would also show negative values, which makes the graphs less intuitive. The CXO-Cockpit therefore allows for reversing the sign for the purpose of showing such costs as positive values. The financial intelligence (evaluation of green/red) remains intact.	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	Yes

Documentation

Ranking Template