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Drill down in XCelsius/Dashboard Design

Posted by Hemanta Banerjee on February 9, 2011


One of the most frequent questions I get is around configuring drill down in XCelsius (Dashboard Design). XCelsius is primarily a dashboard development tool and it is not meant for analysis. Thus the typical usage of XCelsius does not require the standard type of adhoc drill down analysis that one would normally do within say web intelligence. However there are some instances where you would want a dashboard where the user can select some high level KPI and then have the ability to look into the details of that KPI. This can done using the drill down functionality in XCelsius. Keep in mind although it is called drill down the behaviour more consistent with master-detail type of report rather than a traditional drill down. The video below shows this in more detail.

Click here to download the video

Drilldown functionality in XCelsius (a.k.a Dashboard Design)

 

So how can you build something like this. It is actually quite simple as you can see in the video below.

Click here to download the video

How to enable drill down in a pie chart

 

Combining this with the live office functionality discussed in the last post should allow you to build really powerful and interactive dashboards. You can download a more complete example from here.

Posted in BusinessObjects, XCelsius | Tagged: , , , , | 6 Comments »

Building Live Dashboards using Live Office

Posted by Hemanta Banerjee on February 3, 2011


In my previous post Creating Live Dashboards using QWAAS I had shown how you can use QWAAS (query as a webservice) to build live dashboards. While QWAAS is very powerful it has 2 drawbacks

  1. It is only available as part of BusinessObjects Edge/Enterprise (BOE). Crystal reports server (CRS) users do not have access to it.
  2. Can be confusing for the end user

Live Office is a great utility that comes as part of CRS and BOE and allows embedding reports or report parts within Microsoft Office documents. It is compatible with excel, word and PPT and allows creating live refreshable documents directly within MS Office.

Click here to download video

Using Live office to create refreshable office documents

 

As shown in the video above the process of creating a live document is quite straightforward. Now we know that XCelsius works with excel documents and using live office we can create a live excel documents. So putting these together we can now create a live dashboard which uses an existing crystal reports to fetch data from the database.

Click here to download video

Using Live Office and Excel to create connected dashboards

 

Using this technique it becomes quite easy for end users to pickup existing reports that already contain the data needed by the dashboard and quickly create live dashboards.

To download HD videos of this post please vi

Posted in BusinessObjects, Dashboard Design, XCelsius | Tagged: , , | 6 Comments »

Linking Dashboards and Reports in BOE Dashboard Builder

Posted by Hemanta Banerjee on January 13, 2011


One of the common requests I have found on the BOB board relates to how can we link WEBI/CR reports with XCelsius dashboards. The common scenario is where we are showing some summary information in an XCelsius dashboard and I want to show some related detailed report using WEBI or CR on the same dashboard.

In BusinessObjects Enterprise XI 3.1, Edge XI 3.1 and Crystal Reports Server 2008 v1, the new Interportlet Communication (IPC) feature in Dashboard Builder allows the transfer of information between distinct analytics. Now you can pass parameters from an Xcelsius dashboard to another XCelsius dashboard or to Crystal Reports and Web Intelligence. Using this framework, I will show 2 simple ways to link between:

  1. Two XCelsius dashboards
  2. Between an XCelsius dashboard and Web Intelligence/Crystal Reports

XCelsius to XCelsius linking

An XCelsius dashboard used as a source document has to be configured with a Portal Provider Connection. The target analytic also has to be configured with the Portal Consumer Connection. We will send parameter data between two analytics with the use of a simple example: sending information from a list box selector in one analytic to drive a chart in another dashboard. The steps are

Create the provider analytic

1. Create the list box control for the years: As you can see below I have created a simple list box control with the years.

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The selected item from the list box is placed in cell B2 in my example (marked in yellow). I have also set the size of the canvas to fit the component.

2. Create a new portal data connection as shown below.

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Choose provider as the Connection Type and give a name to the range (in my example Year). Since we are passing a single cell of data, select Cell  as the range type and the cell B2 which is the target of the list box selection. Also go to the usage tab and instruct the data connection to communicate with the consumers when the value in the target cell (B2) changes.

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This will ensure that whenever the user makes any selection on the list box, the label will be passed to the target/consumer of the portal connection.

Create the target analytic

1. In the target dashboard I have created a simple dashboard where I have a chart combo box.

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In the properties of the combo box I have set the combo to read the current selection from a cell. When the selection in the cell changes it will read the row of the data corresponding to the selected year and place it in the target row which drives the chart.

2. Define the portal data connection of type consumer as shown below.

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Keep in mind that the Range name has to be the same for both the provider and the consumer. Also since the provider is going to pass a single cell I have selected the range type as Cell and have it update cell B2 which drives my drop down and chart.

Combine them in the dashboard

Now log on to InfoView and create a new Corporate Dashboard. Drag your “Provider” and “Consumer” analytics onto the dashboard. Also activate “Content Linking”.  This can be done by setting the properties of the Provider analytic. Choose the Provider analytic as the “Source Analytics”, and Consumer as the “Target Analytics” as shown below.

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XCelsius to WEBI/CR linking

An XCelsius dashboard used as a source document for Crystal Reports and Web Intelligence has to be configured with the FS Command connectivity. The parameters are then assembled in an OpenDocument URL by the Dashboard Builder framework. For more information about the OpenDocument syntax, see the documentation:
http://help.sap.com/businessobject/product_guides/boexir31/en/xi3-1_url_reporting_opendocument_en.pdf

To illustrate this example I have a summary report in XCelsius and use WEBI to show the detailed month wise breakdown.

Create the provider analytic

The steps to create the provider are the same. In fact I have used the same analytic that I used in the previous example. The only difference is that since the dashboard builder framework uses the OpenDoc URL format to pass the parameters I need to massage the parameter so that it can sent to WEBI as shown below.

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In cell D2, I take the selection from B2 and use excel formula (="&lsSYear="&B2) to create the parameter for the data connection.

Now go to the data connections and add a new FS Data connection as shown below.

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The trigger also has to be set in the usage tab, so that the data connection sends the new value whenever the value in the cell D2 changes.

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Now export this to SWF and save it in the infoview portal.

Create the WEBI Report

The steps to create the WEBI Report is fairly simple. As shown below I have created a simple WEBI report which takes in the year as the prompt.

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The only thing to keep in mind is the name of the prompt should correspond to the formula set in the provider analytic. For example in my case the open doc param formula in the provider analytics is ="&lsSYear="&B2 which corresponds to the Year prompt in WEBI.

Save WEBI report in the infoview portal and test the content linking as shown earlier.

If you want more details you can check out the user guides at

OpenDocument User Guide: http://help.sap.com/businessobject/product_guides/boexir31/en/xi3-1_url_reporting_opendocument_en.pdf
Dashboard Builder User Guide: http://help.sap.com/businessobject/product_guides/boexir31SP3/en/xi31_sp3_dashboard_user_en.pdf

Posted in BusinessObjects, Dashboard, WEBI, XCelsius | Tagged: , , | 4 Comments »

Creating live dashboards using QAAWS

Posted by Hemanta Banerjee on January 7, 2011


Happy new year to everyone. As the first post for the year I wanted to put something that was simple and common. In the last couple of months I have run into several scenarios of customers asking me the best mechanism to create live dashboards in XCelsius. As you know the only way to create live dashboards in XCelsius is by using Web Services. While you can create web services on your own the hard way, with the BOE platform there is a very nifty utility called Query As A Web Service (QAAWS) which allows you to create web services very easily from the universe.

QAAWS is a web service generator. It uses the query builder to essentially to build a query and publish the query to the platform and makes it available as a web service. Here is how you can use it.

Create the Query and Publish to the platform

1. Launch QAAWS and create a new query. Give it a name that is user friendly.

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2. You can set additional parameters such as authentication mode and timeout at this stage. Usually we would keep them as default.

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3. As you can see in the steps the next step is to select a universe. Based on your security setting you will be presented with a list of universes that you can use for building the query. The process of selecting the universe and building the query is the same as you would do when using WEBI.

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In my example I have purposefully chosen a query which has a prompted filter. I can drive this prompt using a drop down box or other selectors from the dashboard.

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As you can see my query has 1 input parameter and 4 output parameters. Now all I need to do it click on the publish button to publish the webservice to the platform.

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The URL shown above is the URL for the webservice and I can use this in XCelsius to build my dashboard.

Using the Query in XCelsius

In the data connections dialog of XCelsius you can add a new live office connection. Here you need to enter the URL that we got from QAAWS.

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We also need to bind the cells to both the input and output parameters. For the input parameter I have bound it to cell C3 of the spreadsheet as shown below.

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The same way you need to bound the output to your spreadsheet. The only thing to keep in mind is that if your query will return multiple rows of data you would need to select a range of cells bigger than the maximum possible range as shown below.

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For debugging purposes you can also get the number of rows returned by the query and bind it to a cell as shown below.

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And after all of this voila you have a live dashboard…

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Posted in Dashboard, QAAWS, WEBI, XCelsius | Tagged: , , | 6 Comments »

How to display KPI’s using an Accordion menu in XCelsius

Posted by Hemanta Banerjee on March 26, 2010


One of the questions that came up in the forums the other day was how to display multiple KPI’s for a set of years using the accordion menu. It was further complicated by the fact that some of the KPI’s were absolute figures such as sales and the other KPI’s were percentages such as growth rate.

Seemed like a good problem to solve and I had some free time today, so thought if tackling this. The dashboard looks like follows

What is cool about this is Y axis reflects the nature of the KPI. For sales and Inventory it will show in $’s and for others the axis shows % values. There is a little trick that I used for and I will share it in a later part of this document.

Let us start with the basics. In order to build an accordion style dashboard we need the data in a particular format. The screenshot of the excel file I started out with is below.


For each year I am capturing the trend for the KPI’s. I could have arranged the excel the other way around as well and it would have still worked. Once I have the data I just need to drag and drop the accordion menu and the graph from the pallete and I can be off and running.

For the accordion menu the settings are simple enough. See below

I have set the insertion type as column, which essentially means that when the user selects one of the KPI’s from the menu, the entire column for that year is copied and inserted into the destination (cells C88:C100).

And I also bind each of the years with the category as the source data.

Essentially when the user picks the category, XCelcius knows which data block to go to. Then when the user clicks on the specific KPI, the data for all the months for the KPI is copied to the target.

The chart reads from the target and displays the results. If all the KPI’s had the same scale then that’s all I would need to do.

In my case there is an additional level of complexity. I have KPI’s with very different scales and the chart does not display those correctly (not sure if that’s the way it is supposed to behave). To solve that problem I did a little trick… Instead of

Instead of 1 chart, I have 2 charts… and I set the dynamic visibility of the charts to be driven based on the KPI selected.
I have 2 sections in excel, one to display % values and another to display absolute values and I drive the charts from different sections. Since the accordion can only fill one section, I have used formulas to populate the data in the 2nd region.

Now I define a flag using an excel formula

=IF((C88 = “Sales”), 1,IF((C88 = “Inventory”),1,0)) that controls which chart will be displayed.

Using this approach I am able to hide one chart, and show the correct chart based on the selection. Not sure if there is a better way, but this works J

You can get the XLF file at http://www.box.net/shared/gg9f6lnh90

Posted in BusinessObjects, XCelsius | Tagged: , , , , | Leave a Comment »

How to handle missing data in time series analysis

Posted by Hemanta Banerjee on March 26, 2010


Saw a post today on the clearpeaks blog on ways to display time series charts with missing data. This is something that all of us run into and I wanted to try out some of the suggestions posted on the blog and actually implement those using XCelsius to see whether they can be done in real world.

So here is the situation. As you can see below I have sales for the various months of the year with data for Mar-June missing. If I do nothing and try to draw a chart it is actually misleading since it does not tell

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the viewer that some of the months is missing. It is better if we include all the months and show missing data by a broken chart as shown below.

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This is better since at least the viewer of the chart knows that the data is missing for some of the months.

This is of course not ideal since we would like to use the data we have to extrapolate and have a better visualization that shows the trend of sales for the full year including the missing months.

So how is done?

We added an excel formula to calculate a rolling average function… we could have used other functionality and even get the backend database to calculate the missing months.

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With this new layout we could draw out the chart, and we do not have missing data… however I feel that we are again misleading the user since there is no way for the user to know that Apr to Jun is made up data.

Ideal would be if we could draw that section of the chart in a different color.

This is something that I thought would be easy but turned out to be a little bit complicated.

In the end I ended up doing a hack, which I am not sure if it is a scalable… In the table on the right, the yellow section is the data section. That has all the data from the database as well as the rolling months. Using that I have created 2 series, 1 which contains the real data (red) and another which contains the calculated months (green). For the calculated months series I have also included the boundary months to make sure that I have a continuous line.

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Then I setup 2 series in XCelsius, the 1st pointing to the red portions, and the 2nd pointing to the green section of the spreadsheet.

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And I have the final chart I need.

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If someone has a better way of doing this using XCelsius would love to hear.

Posted in BusinessObjects, XCelsius | Tagged: , , , , | Leave a Comment »

Building a static dashboard using XCelsius

Posted by Hemanta Banerjee on March 23, 2010


BusinessObjects™ Xcelsius Enterprise 2008 enables you to transform Excel workbooks into interactive dashboards with the ability to provide interactive what-if analysis. An Xcelsius dashboard provides insight into complex data and delivers confidence to those who will use it to make decisions.

Data is often so complex that workbooks are needed to organize it in a meaningful way. But even with excel workbooks usually the amount of data is so huge and raw that it becomes very difficult to draw conclusions quickly. For example which is easier for most audiences to understand?

A static Excel worksheet?


Or a dashboard created using XCelsius?


The process of creating a dashboard using XCelcius can be distilled into the following steps


Let us start with a simple example where we will be creating a dashboard using some data already present in excel.

Step1: Start XCelsius.


The screenshot above shows the various components used when designing a new dashboard using XCelsius.

Step2: Import an excel document.

In this step we will be importing an existing excel document to be used as the source of data for the dashboard.


Click on Data->Import to import an excel file. As you can see we can also import from other sources including web services and other live data sources, something that we will be covering at a later point.

Select the excel file for use within your dashboard and click OK.


The excel document is now imported within XCelsius and now can be used to draw the dashboard.

Step 3: Add the chart. We will be drawing a line chart for each of the regions that shows the sales for the year 2006. In order to do so drag and drop the line chart control to the canvas.


We now need to set the properties for the chart to read the data from the specific range in the imported spreadsheet.


You can also go to the other tabs in the properties pallete to further set additional behavior such as drill down, appearance etc. We will be looking into this in more detail in subsequent posts.


Click on the preview button to see how the chart looks on the dashboard.

Step 4: Export the dashboard


Goto file export to export the dashboard in either SWF form to be embedded in websites, or in PDF/PPT/Word form. The dashboard can also be exported to BOE for sharing with other users within your organization.

Posted in BusinessObjects, XCelsius | Tagged: , , , , | Leave a Comment »

 
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