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Compare Trend Template

Compare Trend Template

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

Introduction

This template is used for reports where you want to compare the trend of two accounts in two categories. The break-down of the two accounts per entity gives you the ability to analyse a potential trend.

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

SettingDescriptionMandatory
Right Y - axis itemsA 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
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 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

SettingDescriptionMandatory

Left Y-Axis label

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 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

This defines the scaling used in the main account (denominator) it overrides the scaling for the report. Options are: Millions, Thousands, Unchanged (no scaling), Percentage. The last option multiplies the amount with 100 to show the amount as percentage. For example, an amount of 0.75 from the data source is shown as ‘75%’ in the CXO-Cockpit. 

Yes

Precision Main Account

This defines the number of decimals used for presenting the numbers for the main account (denominator). It overrides the precision set for the report. Options are 0-6.

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

Variance

SettingDescriptionMandatory

Breakdown Sorting

Allows the control and sort sequence of variances. Select the appropriate 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

Other Settings

SettingDescriptionMandatory

Reverse Sign Bars

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

See Also

Functional end-user description of template:Compare Trend