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Value Tree Template

Value Tree Template

Owned by Migration (Unlicensed)
Last updated: Sept 17, 2021 by *Willem Van Den Brink (Deactivated)

Introduction

This template is used for reports that give insight in the build-up of an account (or any other dimension) for typically non financial users of CXO.

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

SettingDescription

Mandatory

Value Tree ItemsA list of items that define the content and position of the items in the Value-Tree. Each item can be a combination of members from the dimensions associated with the list or a formula (based on other items in the list).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

Labels, Formats and Colors

SettingDescriptionMandatory

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 CXO. 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
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

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
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:Value Tree