The newsletter provides information about new features in the latest CXO-Cockpit software release, new customers, and training opportunities. It introduces Joost Vogelezang as the new Chief Customer Officer who will ensure customer satisfaction and support. The newsletter also demonstrates how to create flexible reports using the free format template by combining tables, charts, and other controls.

1. Customer
Newsletter
March 2013
IN THIS ISSUE
With this newsletter we want to give
you the latest information about the
CXO-Cockpit. You will find information
about new features, new people, new
customers, a new software version and
training options.
CXO-Cockpit is Gold sponsor at:
Customer satisfaction
Free Format Template
by Joost Vogelezang
The number of CXO-Cockpit customers is
growing rapidly. We at CXO-Cockpit
believe it is very important that you, as a
customer, are a satisfied user of our
software, and that our software also
delivers high added value to your
organization.
Therefore as of 1 February 2013 I have
started to work at CXO-Cockpit as Chief
Customer Officer.
Let me give a short introduction about
myself:
I have over 20 years of
experience in IT, Finance and Consulting.
I started my career in financial
administration which still helps me to
understand my customers well.
I continued my career at two software
development companies, where I learned
everything about developing software
systems.
During the past 12 years I have worked at
Partake Consulting and Ernst & Young
implementing and managing EPM
projects.
Read how you can create a combination of different
types of charts with multi-column statements in one
report!
Page 2
Within CXO-Cockpit I will work closely
with you, making sure that you are well
informed (by periodic newsletters,
events, training sessions, etc.), so you
can make optimal use of the CXOCockpit. It is also my responsibility to
make sure that you are supported by our
organization in the best way!
In the coming months I will contact you in
order to see in what way I can support
you. If you already have questions, don’t
hesitate to contact me. Looking forward
to working with you! My contact details
are:
E: joost.vogelezang@cxo-cockpit.com
M: +31 6 20 95 72 42
New Release 4.3.2
Find out which new features are available in the new
CXO-Cockpit release 4.3.2!
Page 3

2. CUSTOMER NEWSLETTER | March 2013
2
Free Format template
by Irina Goleva
Hello CXO-Captains!
Don’t you get bored during the
Management Board meetings when
looking at the endless same-faced multi
column reports?
We liked the report presentation so much
that we decided to recreate it in the CXOCockpit
website
(http://www.cxocockpit.com) demo.
The CXO-Cockpit team thinks it’s time to
broaden the reporting horizons and
leverage CXO-Cockpit’s functionality to
the maximum.
How does it work?
Adjusting the Report Dimensions and
Report Parameters will help you to
complete the fine-tuning of your report.
We suggest you consider these key
points when building a Free Format
template report:
Find out more:
Starting from today, we will be coming
up with ideas on how to improve the
effectiveness of your reports, not only
from the data point of view, but also from
a visual perspective.
In this article you can find an inspirational
example of a report, created with the
Free Format template.
© Decide what you actually want to
show in your report: you might get
carried away with the variety of the
various table and chart controls, but
let’s remember that reporting is all
about content. The report needs to
make sense and be logical.
© Think of the best combination of
report controls: a table can be
effectively complimented by a bar
and line chart, representing the
figures in a more visual way. When
combined together, they create a
complete multi-dimensional picture
of the analyzed data.
© Effectively use available report
space: try not to make your report
overcrowded or empty. Keep in mind
that an overpopulated report is hard
to read and an
under-populated
one
looks
unfinished. Try to
find
a
happy
medium and it will
make your report
look complete and
accurate.
One of our customers created a similar
report to the one showed on this page,
which gives an extended overview of the
Balance Sheet. It complements the usual
multi-column way of viewing the Balance
Sheet with three financial ratio charts
and a Net Cash bridge, comparing
budget values to actuals.
After these points are
considered, all you need
to do is to create (or
reuse) the item lists for
every control and apply
them to the report
controls, like you
To start with, let’s take a closer look at
the Free Format template. This template
gives you far more flexibility when
creating reports, allowing you to create a
unique report template with the look and
feel of your choice.
Although the existing 17 templates can
cover the majority of requirements of the
CXO-Cockpit Community, we wanted to
give you even more flexibility to create
custom templates without the need for
programming. That’s why we have
implemented a Free Format template.
The Free Format (also known as Generic)
template serves this purpose perfectly
and allows you to create a combination of
different type of charts with multicolumn statements in one report.
would normally do with standard CXOCockpit templates.
As always, you can refer to our Wiki
articles for more detailed information:
http://lib.cxocockpit.com/wiki/Free_Format_Template
http://lib.cxocockpit.com/wiki/Create_a_%27About_us%2
7_Free_Format_Template
Good luck and do not hesitate to contact
me!
FOR MORE INFORMATION
E: irina.goleva@cxo-cockpit.com

3. CUSTOMER NEWSLETTER | March 2013
3
New release 4.3.2
by Marcel Vlug
We are proud to introduce the new
version of the CXO-Cockpit which gives
you great new functionality!
Within version 4.3.2 the following new
features are available:
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Adding Attachments to POV
comments
Gauge Control in a Free Format
template
Enable
dimension
name
override per report
Item Selector as a separate
control in a Free Format
template
Ability to copy items within a list
Dimension Variables usage in
Security Filters
Ability to filter dimensions from
breakdowns
Display account-breakdown in
Member Detail control
Waterfall
template:
user
selected breakdown dimension
Dynamic description of formula
items
HFM integration adapter
month’s performance or peer performance.
Please, refer to the Gauge Control article for
detailed information.
Enable dimension name override per
report
We have extended the Report Dimensions
with a new "Alias" attribute. By using this new
attribute, you can change the name of the
dimension name on the POV or in the
Dimension Breakdown list. More details are
available in Report Dimensions article.
Item Selector as a separate control in a
Free Format template
Item Selector is now available as a separate
control in a Free Format Template. By linking
it to other controls of the report (i.e. a bars &
lines chart and a table), you can make your
report even more flexible. Please, refer to
Item Selector article for more details.
Ability to copy items within a list
No report can be built without the main report
building block - item list. To operate with
them quicker and more efficiently, we are
introducing the possibility to copy items
within the lists. It sets you free from the
necessity to add every item one by one.
Adding Attachments to POV
comments
Dimension Variables usage in Security
Filters
You are no longer limited to only typing in text
comments, but you are also able to insert
attachment(s) to the POV comments, which
can be the illustration to your main POV
comments (i.e. additional charts and
substantial pieces of text). Find out more in
the Adding Attachments to POV Comments
article.
You can now use Dimension Variables in
Security Filters. Using a Dimension Variable
instead of a particular dimension member,
saves time you would normally spend on
Security Filter maintenance. Please, refer to
Point of View Security Filters article for more
details.
Gauge Control in a Free Format
template
We have introduced Gauge control as a part
of Free Format template. This control allows
to analyze the company's KPI values as
opposed to the defined target values. For
instance, you may want to compare your
actuals to the budget values, or previous
Ability to filter dimensions from
breakdowns
We have extended the Report Dimensions
with
a
new
attribute
"ExcludeFromBreakdown". This attribute
allows you to exclude a particular dimension
from the report dimension breakdown. You
can find more details in Report Dimensions
article.
Display account-breakdown in
Member Detail control
There is the possibility to display account
breakdown in Member Detail Control of the
Financial Statement report. If the Account
dimension is one of the report breakdown
dimensions, the sub-accounts of the selected
account will be displayed according to their
hierarchy. You can find more details in
Financial Statement FAQ.
Waterfall template: user selected
breakdown dimension
In the previous releases only the
administrator of the Cockpit could specify the
breakdown dimension in the Waterfall
Template. As of this version, the breakdown
dimension can be selected by the end-user.
You can find more details in the Waterfall
template article.
Dynamic description of formula items
(incl. usage in merged headers)
Before this version, the headers (or row
labels) of formula items (i.e., a Variance) could
only be entered manually. Now you can use
the descriptions of selected members from
the dimensions of the list. Hence, the header
of a Variance column could be “Jan / 2013”
where this dynamically changes with
alternative selections from the Point of View.
HFM Integration Adapter
The HFM integration adapter is now
compatible with the latest HFM version
(11.1.2.2)
Find out more:
Look on our Wiki for more detailed
information and new features:
http://lib.cxo-cockpit.com/wiki/CXOCockpit_Reporting_Suite_4.3.2_Release_Not
es
FOR INSTALLATION REQUESTS
E: joost.vogelezang@cxo-cockpit.com
M: +31 6 20 95 72 42

4. CUSTOMER NEWSLETTER | March 2013
4
FAST FACTS
DATA SOURCES CUSTOMERS
CXO-Cockpit is pleased to announce
integration with Tagetik 4 which enables
Tagetik customers to use the fully integrated
Mobile & Web-Based Reporting Platform of
CXO-Cockpit (read press release).
MDX TRAINING
In the past months the following new A MDX Beginners training course is
customers started using the CXO-Cockpit:
planned for the coming months. This will
be a 3-hour web based course where you
Generix Group, AdCock Ingram, Liberty
will understand how to read MDX
Global, RAC Norway (Avis), Hanesbrands,
statements, and where you learn to write
Materion Corporation, Gjensidige,
basic MDX statements in the CXO-Cockpit.
At the end of March 2013 the new SAP Wessanen, Jotun, Gasunie, LF Europe, VKR,
If you want to register for this FREE
BPC/BW (NetWeaver) connector will be Promens, TT Electronics, Smithfield Foods.
training course, please contact Joost
available.
Vogelezang. As soon as the dates are
Welcome to the CXO-Cockpit user
arranged we will inform you.
In the latest software version (4.3.2) the community!
Hyperion Enterprise integration adapter
has been improved significantly, which
CXO-Cockpit Head Quarters
results in a faster data load.
Herculesplein 22
NL 3584 AA Utrecht
The HFM integration adapter is in version
The Netherlands
4.3.2 compatible with the latest HFM version
Tel: 31 88 238 08 42
(11.1.2.2).
info @cxo-cockpit.com