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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.

CONTENT

Parameters

The report parameters define the look & feel and behaviour of a report. On the screenshot below you can see the parameters numbers. These numbers refer to the parameters as displayed in the Basic Parameters and Advanced Parameters table. Next to basic and advanced parameters there are also /wiki/spaces/CXO/pages/2806776440

Basic Parameters

ParameterDescriptionMandatory

1. 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
2. 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

Advanced Parameters

Parameter

Description

Mandatory

3. 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

4. Extra Line

A selection from the Reference Categories List that is shown as a line in the bar-chart.

No

5. 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

6. Name Time Series 1

Name used for the time-series.

Yes

7. 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

8. Name Time Series 2

Name used for the time-series.

Yes

9. 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

10. 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

11. 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

12. Breakdown Sorting

Allows the control and sort sequence of variances. Select the appropriate option from the pr- defined list.

Yes

13. 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

See Also

Functional end-user description of template:Trends

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