xcelsius tips and tricks for your enterprise

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ARVIND SINGH[ASUG ASSOCIATE MEMBER MEMBER SINCE: 2008

APRIL ZANELLI[ASUG INSTALLATION MEMBER MEMBER SINCE: 2005

GRAZIELLA SBALCHIERO[ASUG INSTALLATION MEMBER MEMBER SINCE: 2009

Xcelsius Tips and Tricks

Aparna Srinivasan

Real Experience. Real Advantage.

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Agenda

About my company Introduction to Xcelsius dashboards Dashboard samples for various data sources Tips and Tricks in implementing these dashboards Questions


[ Hexaware - A Thumbnail View

Key Facts 2009 Revenues : ~USD 215 Million 6000+ Employees Globally Ranked No. 18 in the NASSCOM’s Top 20 IT

Software and Services Exporters from India.

Listed in India and UK stock exchanges Financial results as per GAAP

Strong Quality & Process Focus Certified SEI CMMi Level 5, ISO 9001:2000,

Tick IT, ISO 27001 and SAS 70 Leadership in

Implementation of Enterprise Products (Oracle, Peoplesoft, SAP, Eagle)

Focused in Domains: Healthcare, Banking & Financial

Services, TTHL & HR IT Service Provider Segment Innovative IP based solutions

Services Application Management Enterprise Packages Business Analytics & Intelligence Independent Testing HR IT

31 locations worldwideSupporting 157 clients in 25

countries1/3 rd are FORTUNE / GLOBAL

500 clients

2009


[ Hexaware’s BI practice

“Hexaware helps Organizations realize their BI vision through high end domain consulting & efficient development & deployment of their DW/ BI environment”.

1. We architect, implement & maintain

Enterprise D/W BI & A solutions2. We set up Large/Medium/ Small BICOE3. We implement packaged analytics4. We solve point BI needs across multiple

platforms5. We provide solutions for Master Data

Management, Metadata repository and Data Quality

70 Satisfied Customers with

more than 50 IP’s

Featured as BO Specialized vendor by GartnerFeatured as BO Specialized vendor by Gartner

SAP BO Upgrades & Migration 40% faster deployment

Efficient Global roll-outs Save up-to 20% on Time & Costs

BO environment consolidation Save infrastructure costs up-to 20%


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Client portfolio

Client is a worldwide information technology company with approximately 23,000 employees serving commercial organizations and government agencies throughout the world

Around 7,000 users use the Business Objects installation with 10,000+ reports


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Introduction to Xcelsius dashboards

Xcelsius provides rich visualization graphics to create dashboards right from senior management to power users and regular business users in an organization

Xcelsius dashboard can implement object level security as well as data level security personalizing dashboards

Xcelsius can fetch data from various data sources that makes dashboard development easier

Xcelsius dashboards can be deployed to various portals also utilizing the portal data in some cases


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Dashboard samples for various data sources – QAAWS and Live Office deployed in Infoview


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Dashboard samples for various data sources – QAAWS and Live Office deployed in Infoview Live Office integrates with Microsoft Office,

embedding up-to-the-minute corporate data in Microsoft PowerPoint, Excel, and Word documents

Query as a Web Service (QAAWS) lets you create custom web services for specific queries using Business Objects Web Services.


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Dashboard samples for various data sources – QAAWS and Live Office deployed in Infoview The server component of QAAWS isinstalled

automatically when BusinessObjects Enterprise XI Release 2 Service Pack 2 with Web Intelligence.

The server component of Live Office is installed automatically with BusinessObjects Premium while keys need to be purchased for Professional edition.

Client tool for QAAWS needs to be purchased as a separate license.

Client components of both Live Office and QAAWS is available in the collaterals CD in the Adds-on folder.


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Dashboard samples for various data sources – Drill down report from the main dashboard


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Dashboard samples for various data sources – Drill down report from the main dashboard Drill down can be provided from the main

dashboard to an other Xcelsius dashboard with more details or a Web intelligence report

Even PDF documents that have been generated from other tools can be viewed in the Xcelsius dashboards

Flash variables can be used to receive data from the main dashboard


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Dashboard samples for various data sources – SSRS(Reporting Service connecter)


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Dashboard samples for various data sources – SSRS (Reporting Service connecter) Data from SQL Server reporting services can

source the Xcelsius dashboards Xcelsius Reporting Services (XRS) gateway needs

to be installed on a web server where IIS and the .NET framework are installed and configured


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Dashboard samples for various data sources – SSRS (Reporting Service connector)


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Dashboard samples for various data sources – SSRS (Reporting Service connecter)


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Dashboard samples for various data sources – Sharepoint Lists (Consumer, Provider, Param connecters)


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Dashboard samples for various data sources – Sharepoint Lists (Consumers, Providers, Params) Xcelsius for SharePoint server (XSP) installs a web

part container into the SharePoint web part library. After installation and configuration, the web part

container can be added to the Web Part Gallery within SharePoint and any user with the appropriate rights can add the web part container to a page within the site.

The slides in the previous dashboards depict point in time, trends and scorecard features


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Dashboard samples for various data sources – SharePoint Lists (Consumers, Providers, Params) Add the Xcelsius document to the SharePoint

document list Copy the shortcut to the uploaded document Go the SharePoint page Click on Modify Shared web part Add a web part

From the web part-gallery list select Crystal Xcelsius web-part

Specify URL (paste the shortcut you copied from the document list) and apply

Possible to customize models Real-time – Change chart type, title etc Use Modify Shared web part at run time


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Dashboard using QAAWS and Live Office deployed in a SharePoint portal


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Dashboard using QAAWS and Live Office deployed in a SharePoint portal – An alternate to previous design


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Dashboard using QAAWS and Live Office deployed in a SharePoint portal Xcelsius dashboards can be viewed in Infoview

utilizing the Business Objects login credentials Xcelsius dashboards can be deployed to a

SharePoint portal which may be the corporate information sharing portal Data from SSRS, QAAWS, LiveOffice or SharePoint

lists can be used in Xcelsius dashboards deployed in the SharePoint portals


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Tips and Tricks in implementing dashboards

Drilling in an Xcelsius dashboard Using the same layout as the main dashboard with

further dimensionality (Drill down) Using a different layout as the main dashboard with

more dimensionality (Drill through) Using web intelligence reports

Security in an Xcelsius dashboard Security can be implemented in an Xcelsius

dashboard in a way similar to implementing security in the Web Intelligence reports

The @variable(‘BOUSER’) can be used to implement security in the dashboards


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Connectivity to the various data sources Xcelsius can fetch data from any database using the

universe layer integrated with Live Office and Query As a Web Service

Xcelsius can talk to the existing SQL Server Reporting Services and fetch data using the Reporting Services connector

Xcelsius can fetch data from the SharePoint lists using consumer and update information using provider connectors

Deploy to other portal and embed in other objects Xcelsius dashboards can be deployed to the Sharepoint

portals Xcelcius dashboards can be embedded in Crystal reports Xcelsius dashboards can be embedded in Powerpoint

presentations so that data can be displayed as and when a presentation is given to the management


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Creating new chart templates Charts can be overlayed over each other and parts

of information can be shown and hidden by using display features

When charts with different axes are overlayed over each other calculations should be made such that the axis values synchronize

Performance parameters Xcelsius requires a robust data model so that

summarized data can be fetched in few seconds or less

Leverage parameters at the database, universe and report levels when fetching data


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Relative URL for Deployments Relative URLs should be used for the QAAWS queries

and drill down reports that will facilitate migration of dashboard from one environment to the other.

Sample: /dswsbobje/qaawsservices/EMD_FinQ?WSDL ../../../../opendoc/openDocument.jsp?

sType=wid&sDocName=EMD_Finance_A_Level1&sReportName=Customer Orders – Daily

Dynamic table size When implementing security in the dashboard, some

users will have more number of metrics than the others

In the table of metrics, it is advisable to have the vertical scroll bar that will be displayed for users with metrics spanning more then the screen height


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Excel Model A lot of flexibility is achieved by modeling the excel

diligently The controls, dimensions, data for the charts, tables,

drills, PDF documents can be placed in different tabs in an excel sheet so that the model can be easily extensible and maintainable

The naming convention for the data should be standardized across all excel models so that users can find what each of the tabs refer to

Coloring can specified for input, logic and dynamic visibility components, a legend describing them in a sheet

VLOOKUP, HLOOKUP should be used on smaller data sets For larger data sets aggregation needs to be done in the

server side


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Formatting For displaying status symbols when the number of

KPIs are not fixed, use the +, = and - symbols to indicate Green, Yellow and Red

Running a SWF Hosted on a Web Server The content in a swf file attempting to call content

files (images, XML data, etc.) using a URL file reference will not be able displayed unless the local drive has been listed as a trusted location in the Flash Player security settings

When running a swf file from Infoview, a cross-domain policy file needs to be placed in the in the Web server root. If not, the swf file may not be able to connect to the Web server to get data when you run the SWF hosted on your Web server.


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Questions?

SAP Help portal

http://help.sap.com/businessobject/product_guides/

Aparna Srinivasan [email protected] 91-91764 09949


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xcelsius tips and tricks for your enterprise

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