Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

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.

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. 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
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. 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

4. 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

5. 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

6. Reverse Sign

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

7. Breakdown Sorting

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

Yes

8. 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

9. Scale Main Account (denominator)

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

10. Precision Main Account (denominator)

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

See Also

Functional end-user description of template:Compare Trend

  • No labels