Sample PowerPoint Report Package

This sample PowerPoint Report Package Contains seven doclets, one supplemental doclet and four reference doclets.

Table 8-2 List of all the Sample Doclets, Reference Doclets, and Embedded Content

Doclets / Reference Doclets / Embedded Content	Descriptions
1. Cover and TOC	Contains date label, which is driven by the PeriodEnded variable. Has an agenda-type list of bullets.
2. Executive Summary	Contains the Exec Sum Donut and the Exec Sum Rev Bar Embedded Contents from the Vision Executive Summary Report reference doclet. There are 5 variables inserted into the doclet: Cost of Sales NetIncome_Value NetRevenue_Value Reporting Entity Total Operating Expenses
Financial Statements	Section Header
3. Income Analysis	Contains embedded content ("Summary Income Statement" Reports grid from Vision Statement reference doclet and the "Income Statement Waterfall" and "Revenue – Bubble Chart" from the Vision Income and Revenue Analysis Report reference doclet. There are 8 variables inserted into the doclet: NetIncome_Above/Below NetIncome_Value NetIncome_Var% NetRevenue_Above/Below NetRevenue_PlanValue NetRevenue_Value NetRevenue_Var Period_Ended
4. Balance Sheet	Contains embedded content "Consol_BalSht" from the Vision Statement reference doclet.
Profit by Segment template	Supplemental doclet that contains a Smart View ad-hoc query against the Narrative Reporting Sample Application/Model.
5. Notes	Contains narrative text only, no embedded content or variables.
6. Metrics	Contains embedded content the Revenues by Segment chart the Vision Management Report reference doclet and the Revenue by Segment – Treemap chart and the Revenue by Segment - Sunburst chart from the Vision Income and Revenue Analysis Report reference doclet. There are no variables within the doclet.
7. Backlog	Contains narrative text only, no embedded content or variables.
References	Section Header
Vision Statements Excel	This reference doclet contains Smart View ad-hoc queries against the Narrative Reporting Sample Application and Model. The first four worksheets: Summary Income Statement - Smart View ad-hoc query, which drives some of the reference variable sources in the Rules sheet. Rev & Gross Profit Analysis - Smart View ad-hoc query, chart is inserted as embedded content in the 3. Income Analysis doclet. Balance Sheet - Smart View ad-hoc query, grid is inserted as embedded content in the 4. Balance Sheet doclet. Metrics - Smart View ad-hoc query, not used in any doclets. Rules - contains the inserted variable CurrentMonth which is referenced, through cell formulas, by all four query sheets to drive the Fiscal Calendar (time period dimension) selection (default of Dec). It also contains cell formula references to the "Summary Income Statement" sheet values and Excel formulas to calculate variance results and directional words – all of which source the nine reference variables. Note: If the static variable value for CurrentMonth is changed, for example to Dec, the Vision Statement doclets needs to be downloaded, checked out and queries refreshed, then checked back in, for the reference variable values to be updated in the system.
Vision Management Report	This Reports reference doclet contains a local report against the against the Narrative Reporting Sample Application and Model. Contains one grid and one chart. The report POV for the Fiscal Calendar dimension is driven by the CurrentMonth variable. Changes in the variable refreshes the report, and doclets where its embedded content is inserted, automatically. Summary Income Statement - grid is inserted as an embedded content in the 3. Income-Analysis doclet. Revenues by Segment Chart – chart is defined as an Available Content but is not used in the Report Package. Revenues by Segment Chart – chart is inserted as an embedded content in the 6. Metrics – Units doclet.
Vision Executive Summary Report	This Reports reference doclet contains a link to the Sample Report 0, which contains two hidden grids that drive a bar and a donut chart, as well as a text box’s text functions which return summarized data points for a few accounts. Static narrative is displayed in a text box as an example, Notes can also be used for this purpose. The report POV for Entities is set to Total Entities. Exec Sum Donut chart is inserted as an embedded content in the 3. Executive Summary doclet. Exec Sum Rev Bar chart is inserted as an embedded content in the 3. Executive Summary doclet.
Vision Income & Revenue Analysis Report	This Reports reference doclet contains a link to the Sample Report 2b (Advanced Charts), which contains waterfall, bubble, treemap and sunburst charts that are driven by hidden grids. The report POV for Entities is set to Total Entities. Income Statement - Waterfall chart is inserted as an embedded content in the 4. Finance - Revenue Report doclet. Revenue Actual vs Plan – Bubble chart is inserted as an embedded content in the 4. Finance - Revenue Report doclet. Revenue by Segment - Treemap chart is inserted as an embedded content in the 7. Metrics – Units doclet. Revenue by Segment - Sunburst chart is inserted as an embedded content in the 7. Metrics – Units doclet.