Introduction

This template is used for reports that give you insight into the variance between two categories for an account. The report shows the variance trend and a breakdown of the account into one analytical dimension. It also gives the ability for a further breakdown of the account by any analytical dimension.

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

Parameter	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
Extra Line	A selection from the Reference Categories List that is shown as a line in the bar-chart.	No
Time Series 1	List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension.	Yes
Name Time Series 1	Name used for the time-series.	Yes
Time Series 2	List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension.	Yes
Name Time Series 2	Name used for the time-series.	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.	Yes

Labels, Formats and Colors

Parameter	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

Parameter	Description	Mandatory
Default Selected Variance	Enter Variance % if you want to open the report with a variance percentage column. Enter Variance if you want the absolute variance as a default view.	Yes
Breakdown Sorting	Allows the control and sort sequence of variances. Select the appropriate option from the pr- 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

Other

Parameter	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 (e.g. "Forecast"). Left or Right of the Base Category (e.g. "Actual").	Yes

Documentation