Introduction

This template is specifically developed as a starting page for the application. The Home Page will represent the entry point of the CXO-Cockpit and will give the end-user a quick overview how the company is performing against it's most important KPIs.

It is also possible to create a user defined Home Page using a Free Format Template or any other Standard Template.

Specific Home Pages can be built and assigned to a specific User Group, so that each User Group can have a different Home Page according to their requirements. The Home Report (Home Page) for each User is assigned within the User Group that they belong to. For Users that are members of multiple User Groups, a Home Report Override value can be provided.

CONTENT

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 Settings Panel.

Content Settings

Setting	Description	Mandatory
Rows	This list defines the rows of the report and influences most of the look and feel of the report. All list formatting options are supported.	Yes
Default Selected Row	Indicates the /wiki/spaces/CXO/pages/2806776443 from the List that will be selected / highlighted upon opening of the report. If none is selected, the last row will be highlighted.	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
Default Breakdown Dimension	The Breakdown dimension which will be displayed.	Yes
Exclude from Breakdown	This attribute allows excluding dimension from the report dimension breakdown list.	No

Labels, Formats and Colors

Setting	Description
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
Freeze Headers	When the report exceeds the available space on the screen, freeze either the Column headers so that when the user scrolls down the page the Column headers are maintained so that they can be read properly. When freezing rows they will only be frozen when the row member description is in column 0	Yes
Replace Blanks By	Enter a character or string that you want to see instead of missing values.	No
Palette	Color Palette allows you to customize colors displayed in a report	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

Setting	Description
Variance Style	The variance style has the following options: Arrow, Background, Bar, BarAndValue, Border, Font, None, TrafficLight, TrendArrow.	Yes
Show Variance as Better/Worse	Better/Worse variance representation can be used to display positive variance with positive sign and negative variance with minus sign.	Yes
Variance Percentage Precision	Defines the number of decimals used for presenting the Variance Percentage values.	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
Breakdown Sorting	Allows the control and sort sequence of variances of the Breakdown Elements in a report (e.g., Child-Entities, Products in a certain Product Group). Select the appropriate option from the predefined list.	Yes

Other Settings

Setting	Description
Show Periodic/YTD columns	If Yes is selected, both Periodic and YTD columns will be displayed (as shown above). If No is selected, columns will be displayed for only the View Member included in Report Dimensions (see below).	Yes
Use Inline Drill	Provides an option to apply inline drill for Rows List members.	Yes
Base / Direct	Select 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
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

Show Periodic/YTD columns

By default the Home Page is dispalyed with two blocks of data for Periodic and YTD. By setting the 'Show Periodic/YTD columns' Setting to No, the Home Page will look like this:

Documentation

Home Page Template