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Relative Trend Template

Relative Trend Template

Owned by Migration (Unlicensed)
Last updated: Apr 07, 2016 by Nadica Gaber (Unlicensed)

Introduction

This template is used where you want to see and analyse the trend of a ratio for the consolidated level and its direct descendants.

Settings

The Report Parameters 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

SettingsDescriptionMandatory
NumeratorA 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 ItemIndicates 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 CategoriesA 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
Time SeriesList of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension.Yes
Side TrendList of items that determines the X-axis of the trend in the side-controls (usually associated with the Year and the Period dimension).Yes
Breakdown ByWith this parameter you can select the dimension for which you want to see the descendants at the right-side or bottom of the report.  Yes

Labels, Formats and Colors

SettingsDescriptionMandatory
Denominator labelDynamic 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). Note: When using free text, don't use the "[" or "]" characters as these are reserved for Dynamic Label Expressions.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
PaletteColor Palette allows you to customize colors displayed in a reportYes
ScaleThis 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
PrecisionThis 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
Scale Main Account (Denominator)This defines the scaling used for the main account (Denominator) in the report. Options are: Unchanged (no scaling), Thousands, Millions, Billions and Percentage. The last option multiplies the amount by 100 to show the amount as percentage. For example, an amount of 0.75 from the data source is shown as ‘75%’ in CXO-Cockpit. Yes
Precision Main Account (Denominator)This defines the number of decimals used for presenting the number. Options are 0-6. Similar to the Scale setting, This sets the precision for the main account (Denominator) in the report.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
Left Footer TextEnter 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

Other

SettingsDescriptionMandatory
Base / DirectSelect 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
Reverse Sign DenominatorIn 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
Q in %  Select 'Yes' if you want to show the relative trend (ratio) as a %, select 'No' if you want to display it as a fraction.Yes
Reference Category PositionSelect the position of the Reference CategoryYes

See Also

Functional end-user description of template: Relative Trend