CXO Administrator Frequently Asked Questions

Calculated Members - What To Do If I Cannot Find My Calculated Member in the Viewer?

For performance reasons, CXO-Viewer caches meta-data on dimensions. This cache should be refreshed as soon as meta-data has been changed. A refresh of the cache can be forced by putting the string “&refresh=true” at the end of the url.

For example:

This is a one time action and it is even sufficient that one user (e.g., an Administrator) performs this action.

CXO Export Service - How Should I Configure It?

In order to configure CXO Export Service you need to go to the folder where it is installed and open the file called CXO.Cockpit.WindowsServices.StoryBoardGenerator.exe.config.

Applications

First you need to specify which applications should be handled by the current instance of the CXO Export Service.

Find a section called ConnectionStrings and add new applications. Keep in mind that the <clear /> statement should stay in there. Te easiest way to find an appropriate connection string for you application is to copy it from the Web.config file of your website.

Finally the ConnectionString section should look like this:

Navigate through the file and find a section called appSettings. It is not recommended to change all of this settings but you probably need to change the following:Configuration

• FileStoreLocation - the folder where the CXO Export Service will store all generated files
• CXOViewerUrl - the URL of the CXO-Viewer in your current setup
• RenderingEngine - the rendering engine which will be used for creating an export. Can be IE (Internet Explorer) or FF (Firefox)

In most of the cases the following configuration will work:

Financial Statement - How Can I Manage the Breakdown Dimensions in the Report?

CXO is closely integrated with your source system and retrieves from your source system which analytical dimensions have a relation to the selected account.

You would normally see no analytical dimensions that have no relation with the selected account.

In order to open the report with the most relevant analytical dimension you can set the ´Default Breakdown Dimension´ parameter.

As of 4.3.2 release there is an option to display Account breakdown in Member Detail Control of the Financial Statement report. If Account dimension is one of the report breakdown dimensions, the sub-accounts of the selected account will be displayed according to their hierarchy in the right bottom pane of the report:

See Also

Financial Statement Template

Financial Statement - I Don´t Like the Variance Bars, Can I Change the Chart Style or Remove the Variances?

Yes there are several ways to change the variance bars that are displayed by default:

1. Change the report to use boxes instead of bars --> change the ´Variance Style´ parameter to: boxes
2. Hide the variance bars completely --> change the ´Variance Style´ parameter to: none
3. Hide the variance on those lines where it is not relevant: --> Set the ´Suppress Variance´ attribute of the specific row item to: Yes

See Also

Financial Statement Template

For the Commentary Sections in the Dashboard Tool, Is It Possible to Create a Template Format?

Yes, CXO provides an option to prepare a template for the users, so that they have a fixed format to enter the comments. See for an example the following screenshot:

HFM Data-Extract: Why Do Selected Dimension Members Not Show Up?

This usually happens if you added new Custom# dimension members, new Accounts or new Entities to HFM. After you retrieved the new meta-data in the CXO by starting a Meta-data extract, you select the new members and you hope that they will also be available to the reports.

The reason that they do not show up is because you did not do a full-data extract, followed by a full OLAP database processing after selecting the new members. Either you did not do a data extract at all, or you only did an incremental upload (certain Scenario / year / period combinations).

Only after a full data-extract (a data-extract using the first Load Set) the dimensions in the CXO are rebuilt. And only after a full processing of the OLAP database (so with the 'Data only' checkbox under the 'Process OLAP db' button unchecked) the new members will be selectable and / or visible in the CXO reports.

How Can I Apply Conditional Formatting?

How Can I Change the Contents of the Domain Selector in the CXO Web Client?

CXO shows the list of domains that can be found by the service account as specified on the IIS Application Pool.

If you want to change the contents or order of the domains you can modify the Web.config.

Add the required domains to the "DomainsFilter" value. The different domains can separated by semicolon.

How Can I Configure My Report to Use Quarters Instead of Months?

The CXO Point of View Bar shows for the Period  by default the Month level.

Every report can be configured to show the quarter level instead. Use the Frequency Report Parameter and set the value to 'Q'. This changes the periods to show quarters instead of months in the Point of View Bar. This parameter also changes the periods shown in chart timelines. In addition the setting for Any (user select) can be selected in the CXO Design Studio Report Parameters, this will allow the user to select any period from within the defined period frequency hierarchy ( including Months, Quarters and Years etc.)

For free models the levels of the Period Dimension are defined in the Period Frequency

How Can I Make Use of a Different Essbase Alias Table?

CXO uses by default the Essbase Alias Table: 'Default'. You can specify for each dimension to use an alternative Alias Table in the Dimension Mapping screen.

Read more about changing dimension mappings and changing aliases in the Dimension Mapping article.

How Can I See in What Reports a Specific List Is Used?

1. In the CXO-Designer > go to Shared objects and select Lists
2. Select the list you want to verify
3. Click the button next to the list and select Show Usage.

   

4. A pop-up will appear - Usages for list.

   

How Can I Set a Different Home Page?

A Home Page Report is linked to a User Group. You can set the Home Page in the User Groups menu. In the CXO-Designer select Users > Users Groups.

How Can I Update the License Key?

You need to renew the license key in case:

• The key expired
• You company bought more users, or other connectors, etc.

In case you have issues with the license key contact the CXO support desk.

To renew the license key take the following steps:

• Login to the CXO Server Configuration Tool
• Open the License Key Tab
• In the license Key Tab - paste the new license key in the "License key" field
• Press the Save button at the top of the page

The Panel will then show the details provided by the new license key, including valid until date , numbers of users and valid back-end connectors

How Does CXO Coordinate With the Process Management From HFM?

CXO coordinates with process management in HFM in the following way: if the HFM user account that extracts the data from HFM is only allowed to retrieve data that has the appropriate submission level, then only the data that reached that milestone is copied into CXO. By adding a batch process, we can then automate that the data is automatically copied after reaching that milestone*.*

How Do I Configure CXO to Use the Active Directory to Authorize the Users?

CXO can authorize users using Active Directory Domain Accounts for login. This article explains here how you can do this.

Note: It is only possible to use one kind of authentication. It's either MSAD or Proprietary not both. When you change to MSAD the built in accounts will not work and vice versa.

Each domain user needs to be registered in the CXO application. For an existing application you will need to setup an initial domain user in CXO before switching to domain authentication:

1. Add Domain User to the "Maintain Users" list.

   Note: The "User ID" column should contain the user’s domain account name and the "Location" column should be filled with the "fully qualified" domain name:

   

2. Configure CXO and CXO-Viewer Websites, and the Design Studio to use Domain Authentication.

   • Start the CXO configurator go to settings and change the authentication provider to MSAD

   • Add the domain name to "Known Domains", you can add multiple domains by adding a semicolon in between domain names.

   • Save the changed settings

   

3. The "Maintain Users" list should now appear differently, reflecting the information required to register a domain user (Note: The "Location" column has now changed and is the "Domain" column). When adding new users the “Domain” column will now invoke a popup contain a list of possible domains:

   

Now when you start the source system manager or the website you should have a domain name to login to:

How Do I Configure CXO to Use the LDAP to Authorize the Users?

CXO can authorize users using LDAP (Lightweight Directory Access Protocol)Domain Accounts for login. This article explains here how you can do this.

Each domain user needs to be registered in the CXO application. For an existing application you will need to setup an initial domain user in CXO before switching to domain authentication:

How Do I Upload an Image to Use in a Browser Control?

Within the CXO website you can upload HTML content or images that can be used on a browser control of a Free Format Template.

In order to do this follow this steps:

1. Go to a CXO HTML Upload Report, choose the generated PNG file and upload it.
2. The CXO encrypts the name in the URL bar of the report, copy this new URL.
3. Use this URL for the URL parameter of the website control.

How to Change the Website Timeout Limit?

Lowering the website timeout limit reduces the total memory used by the server. Inactive user sessions will be cleared quicker which will reduce the total number of active sessions.

Follow these steps to change session timeout to e.g. 20 minutes:

• Open Configurator on every CXO Web Server
• On the Web Site tab of the Configuration tab
• Change attribute “configuration/system.web/sessionState[timeout]" to 20:

• Change Idle timeout in advanced settings of IIS Application Pool "CXOCockpit" to 20:

How to Customize the Web Interface So I Get My Company Logo?

The company logo can be changed via the custom styles sheet.

See Also:

CXO Custom styles

I Need to Substract Two Values, How Can I Do That?

The formula editors does not include a subtract function, nevertheless you can subtract values:

Assume that you want to subtract row 2 from row 1 into row 3, so

1. Add a row 4 as a formula multiplying (MULT) row 2 with -1

2. Add a row 5 as a formula SUM (#1, #4)

3. Switch visible off for row 4

Now row 4 will contain row 1 minus row 2

In the CXO-Designer, Is There a Way to Create a Dynamic List?

Yes, CXO has dynamic lists available for all dimensions, including the entity and account dimension.

See Also:

Dynamically Generated List

Is CXO SOX Compliant?

Yes, our software is an integrated part of the reporting process at companies with the strictest possible SOX rules that are regularly (and successfully) audited. CXO has a advanced security model that prevents user from seeing data that they not have access to. CXO integrates with Microsoft Active Directory.

Additionally CXO creates an audit log of all security changes like password changes, user group and user modifications.

Is There Any Way to Use Security Filters to Show Multiple Hierarchies in the POV Selection Box?

Yes, it is possible to add multiple hierarchies to the POV selection box without adding all the hierarchies.

In the Point of View Security Filters you can add multiple parents like in this example:

In the CXO website it would look like this:

It is also possible to add parents from different levels.

Multi-Column - How Can I Add a Row With Just Text (Label) and No Numbers?

A label row can be easily created using an empty row and a custom description.

Take the following steps to get a label row:

1. Add a new row to your report and give it the right order
2. Set the ´Empty´ attribute to: yes
3. Set the desired text to the ´Custom Description´ field
4. Set the right format to the row item

See Also

Multi-Column Template

Multi-Column - How Can I Fix the Headers?

If you have a report with a long list of data in columns or in rows, which does not fit on one page, you can fix (freeze) the headers of the report.

This makes it easier to navigate across the big volume of the report and allows a user to see the lowest row of the report together with the applicable column.

To freeze the headers, go to settings panel > Labels, Formats and Colors > Freeze Headers and select the items to freeze.

See Also

Multi-Column Template

My Numbers Seem Wrong or Absent, Could That Have to Do With My Security Filters?

When certain dimension members are filtered for certain user groups, they can still be selected in the Report Dimensions in the CXO-Designer.

Note that when the report is used by these users the numbers may seem wrong or absent. This is caused by the fact that the first available (non filtered) member of the dimension is used.

The AVGR and SUMR Values Do Not Show the Right Averages and Sums

The AVGR and SUMR functions calculates the averages respectively the sum of a range of items in a list, with one exception: when an item is set to invisible, it is not included in the AVGR or SUMR total.

So in the case that the AVGR or SUMR function does not show the correct total, please check the visible settings of the rows included in the range.

The SUMR Function Does Not Include Invisible Members in a List. How Can I Include Invisible Members in a List?

It is correct that the SUMR function does not include invisible members in a list. The solution is to use the SUM function and include all of the individual members.
For example, if you have SUMR(5,8) and line 6 is invisible, the SUMR function will add 5,7 and 8, but leave 6 out. The solution is to use SUM(5,6,7,8).

What to Do in Case of Error - The Identity of Application Pool 'CXOcockpit' Is Invalid?

When you receive this error message, this is usually caused by an expired or disable password of the web application pool CXO. To check the username of the web application pool, go to Internet Information Services on the CXO server, open the web application pool properties of cxo and go to the identity tab. Check the status of the password of the username shown in this tab and recycle the application pool

Why Do I Get Errors and/or Empty Results on Formulas?

When the CXO Web Client returns errors or other unexpected results on formula rows or formula columns, the following could be the cause:

• The regional settings of the OLAP server are different then on the Internet Information Server (IIIS).

The regional settings of the service account of both the OLAP Server and IIS should be exactly the same. Please check with you Systems Administrator to verify this.

Support Resources

If you are a CXO End-user:

• Check our CXO End-user Frequently Asked Questions to see if the answer to your support question can be found here.
• Check the Knowledge base section to see if there is a best practice solution for your support case

If you are the CXO Administrator or a Consultant:

• Check our CXO Administrator Frequently Asked Questions to see if the answer to your support question can be found here.
• Check the Knowledge base section to see if there is a best practice solution for your support case

Log a support case

If your question is not solved by checking out the resources as described above, then please follow the following steps to get support:

1. If you do not have the Administrator role in your organization, then contact the Administrator within your organization.
2. If you are the Administrator and you did not find your answer in the FAQ section, You can raise a support request via https://help.insightsoftware.com the following information:
   1. Version of CXO Software
   2. Explanation of the issue
   3. Screenshot of the issue
   4. Any relevant log files (e.g. MDX Log or print server log)