Introduction

Lists are the main building blocks for CXO. The lists define how report data is queried and how the data is formatted on the screen. Lists can be used and reused for many purposes like report rows, columns, picklists etc. Lists can be build using any dimension, you can also build lists using a set of dimensions.

The lists in CXO can be reused for multiple reports e.g. a nicely formatted P&L list can be used on the Multi Column Template, but the same list can also be used on the Financial Statement Template. It can be even used as a picklist in the Waterfall Template, although the formatting and empty lines will be ignored then.

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Lists can be used for different purposes, there are different list types. Within some list types new lines can be calculated using the formula editor.

Lists can be created, changed, deleted and copied within the Manage List Section.

Type of Lists

When lists are assigned to report parameters they become a certain list type. Each list type has its own specific set of attributes. Click on the list types to read about the purpose and these specific attributes:

Structure

A list structure contains multiple levels. A list is based on one or more dimensions, it contains list items and a list item contains list item members for each dimension. This section explains the attributes of each level.

List

See here an example of the attributes of a list:

Attributes:

Attribute	Description
Name	The name identifies a list. A list name must be unique at all times.
Type	Lists can either normal (manual input) or dynamically generated (click on the link for the options) based on a parent member. When a list is dynamically generated, it must be based on one dimension only.
Source Systems	The source system of the List.
Dimensions	A list is based on one or more dimensions, click on the settings button at thebegining of the list row and click on Edit to open the List Dimensions.

Drill Lists

Rows List items can contain a drilldown list. Drilling down from one list item to another list is only supported in the Financial Statement template, the Multi-Column template and the Home Page template. Read more about this in the Drill Options article.

Convert a Report List to Shared List

When opening the shared lists it is possible to convert a report list to a shared list

Search for the report where the report list is used and give it a name that will be used for the shared list which can be equal to the report list in case this is a not yet used name

Documentation