Sample Report

Profit and Loss Including Bridge Chart

Kick excel to the curb and utilize the ‘Profit and loss including bridge’ template to give you better insight and a deeper understanding of your organizations performance!

This template presents traditional multi-column data while layering all the power and performance of CXO’s visualization techniques and dynamic drill down functionality. This financial statement takes your P&L and truly provides the flexibility and depth your organization demands. The selected account in the row list will show a breakdown at the bottom of the report via the bridge control.

The wizard will guide you through assignment of your P&L list and the comparative components to quickly create the report in a way that makes sense to your organization.

Recommendations:
Change the POV dimension name into ‘Ref Scenario’ to use this dimension to compare the actual scenario with the selection made in the POV. Use a list for the POV with the only applicable scenarios.
A further recommendation is to enable ‘insert data label’ of movements in the bridge chart and you can use a dynamic description by using [dim] (e.g. [ACC])

Requirements:
“VariableName”: “@CAT_Actual”
“VariableName”: “@VIW_Periodic”
“VariableName”: “@VIW_YTD”