Posts Tagged ‘Dashboard Design (Xcelsius)’

Dec
31

Recording: #AllAccessSAP Xcelsius SOD Update & 2013 SAP BI Roadmap & Stats!

Happy New Years!

We first want to say thanks for attending our final #AllAccessSAP webinar of 2012. Unlike our past webinars, we did something a bit different this time.  We issued a survey to our audience asking them ‘What’ they wanted to hear about and from ‘Who’.  We were astonished to receive over 2,200+ votes (see details below).

SURVEY: Pre-Webinar Results (2,200+ Votes) revealed…

  1. WHAT – 49% of you wanted to hear about the Xcelsius SOD Future,  SAP Tool Choices and Dashboard Mobility
  2. WHO – 78% of you wanted to hear it from Mico Yuk (myself), Ryan Goomdan, SAP Analytics Product Team


STATS: 4 Amazing Webinar Facts

  1. Registration soared to almost 500+ registrants! (20+ countries)
  2. 3 Superstar SAP Analytics Product Managers as panelist, namely Mani Srinivasan, Charles Gadalla and Ian Mayor who all did an AMAZING job answering questions!  Big thanks to them for participating and making this a success. :-) (special thanks to Mani and James Fisher for organizing)
  3. Great Blog ResponseRead an exciting recap from SAP Mentor Zimkitha Buwa
  4. In less than 2 hours  - 529 tweets on our twitter hashtag #AllAccessSAP  from over 71 contributors (special thanks to everyone that participated in making this webinar go viral!)


RECORDING: Xcelsius SOD Update + Clarity on Visual Intelligence & Predictive Analysis (60 mins of No BS)

NOTE: This webinar was 120 minutes long but due to issues with gotowebinar we only were able to post the first 60 minutes. This unfortunately chopped off the ending where we had BI Community members check in from over 5 different countries including the Middle East, South America, USA, Canada, and Australia.  What a great way to end the year! Sit back, relax and listen….

If you are having trouble viewing the video, please click the direct link: http://bit.ly/Uhalm2

What’s Next?

As we enter 2013 we are planning to do these webinars on a quarterly basis, and also rebrand it to be part of our new BI Community by Jan 31st 2013.  So stay tuned! We look forward to bringing you more good info!

Mico Yuk is a SAP Mentor Alumni and SAP BI Influencer, co-founder of Benchmarkers Business Intelligence and founder of the Xcelsius Gurus Network, the Everything Xcelsius blog. To learn more about her, please visit her about page.

Dec
13

ALERT: Must Attend #AllAccessSAP Xcelsius SOD Followup & SAP BI Roadmap

A few weeks ago we asked customers to let us know what they wanted to discuss and who they wanted to hear from as a part of our BI Dashboard Formula product ‘Get your BI Dashboard Project on Track in 2013’ campaign: http://bit.ly/TQYn1V

Receiving an astonishing 2K+ votes, we made this the last AllAccessSAP webinar of 2012! For the first time ever we’ve gathered all three of the SAP BI Product Managers in one place to have a NO BS discussion covering the most voted on topics from the survey.

SUPERSTAR CAST:

  • Webinar Hosts: Mico Yuk, Ryan Goodman
  • SAP BI Product Managers: Ian Mayor (SAP Dashboards, Design Studio), Mani Srinivas (Visual Intelligence, Explorer), and Charles Gadalla (Predictive Analysis)
  • Special Guests: Check in with SAP community members around the world on the state of their BI!

WEBINAR AGENDA (120 minutes):

  • 30 mins – Introductions and SAP BI Product Managers presentation answering your initial registration questions
  • 30 mins – Live questions from chat and twitter #AllAccessSAP hash tag
  • 30 mins – Open discussion led by hosts
  • 30 mins – Check in from special guests and global customers on their state of BI

MOST VOTED TOPICS:

  • Update on Xcelsius Statement of Direction (convergence with Design Studio)
  • Xcelsius HTML5 the right route?
  • Understand the Visual Intelligence/Explorer roadmap
  • Who should use Predictive Analysis

WEBINAR DETAILS:

  • Registration Link: http://bit.ly/TQYn1V
  • When: Friday, December 14, 2012
  • Time: 9am EST to 11am EST

END GOAL: Provide clear unbiased answers on these ‘touchy’ subjects so that you can enter 2013 with a clear roadmap on what is best for your organization.

The #AllAccessSAP webinars are famous for producing breaking news and having quite an engaging audience discussion. Join us!

Not able to attend the live session? No worries… Register to receive the recording!

Mico Yuk is a SAP Mentor Alumni and BI Influencer, co-founder of Benchmarkers Business Intelligence and founder of the Xcelsius Gurus Network, the Everything Xcelsius blog and BI Dashboard Formula. To learn more about her, please visit her about page.

Nov
14

Survey Results are in! Final 2012 #AllAccessSAP Xcelsius Webinar is a GO!

We just wanted to say a big ‘THANK YOU’ to everyone who completed the survey! The results are in, with over 2K votes and even more shocking than we expected.

View the complete report now!

Also, by popular demand, the discounted registration pricing for the BI Dashboard Formula 2.0 has been extended to November 23rd! Join us on this journey to getting your BI Dashboards on track for 2013!

Cheers!

Soo Tang Yuk (@sootangyuk) is the ‘Xcelsius Gurus Network” community manager and evangelist. To find out more, please visit her about me page.

Nov
5

To Xcelsius or Not Xcelsius? Do you have the answer for 2013?

As we approach 2013, the 3 BIG questions on everyone’s mind are,

  1. Should I keep using Xcelsius?
  2. When do I use Visual Intelligence or Explorer?
  3. Is Design Studio really going to work for the business?

Determined to give you a clear roadmap for 2013, we are working with our SAP BI friends to conduct a FREE 2-4 hour webinar marathon of NO BS all high value info, but we need your HELP!

Please take 30 seconds to let us know: WHAT you want us to cover and WHO you want to cover it.

>> Click here to vote and let your voice be heard!

This campaign will be entitled ‘Getting your BI project on Track in 2013′ and it will probably be the biggest webinar the SAP BI community has seen again (given our reputation),  BUT only if we get our feedback. Our goal is to receive at least 300 responses by Friday (11/9) to confirm its worth our time. Please share the link with anyone in the SAP BI Community that will be affected by these decisions!

>> Take our 30 second survey now.

Thank you in advance for taking the time to complete the survey! You won’t be disappointed!

Soo Tang Yuk (@sootangyuk) is the ‘Xcelsius Gurus Network” community manager and evangelist. To find out more, please visit her about me page.

Oct
29

Dynamic status update of Check Box components in Xcelsius: Part 4/4

Not all check boxes are created equal

This post continues an examination of the methods to achieve dynamic update of Xcelsius Check Box component’s statuses that started in the previous parts of this series: Part 1, Part 2, and Part 3.

One of the interfaces that require this functionality is similar to the Row Selectability section on the Common tab of the Behavior ribbon in the Spreadsheet Table component properties. It is also used in Excel filters (“(Select All)” option) and in Tableau (“(All)” option), and in many other displays that include grouped check boxes.

This design consists of the multiple dependent check boxes that can be checked/unchecked selectively by a user, but also are governed by the so-called “master” check box. The status change of the master check box correspondingly affects the statuses of all of the other check boxes in the group.

To reproduce it in Xcelsius, I’ll use the model similar to the one used in the Part 3 with a line chart of traffic trends by geographic region and the check boxes representing these regions. Display status of each chart series depends on the checked/unchecked status of the corresponding check box. What the user sees as a check box is a push button component placed on top of two check box components. The push button has a transparent background. One of the checkboxes is set to be checked and the other one is unchecked. Their dynamic visibility is based on the status of selection (see details in Part 1 and Part 2). The challenging design difference in this model is that the component responsible for the Select All/None functionality (master control) is not a button as in Part 3, but a check box itself, at least in a visual capacity, and its functionality should create a corresponding user experience.

If the user unchecks any dependent check box, the master check box should be unchecked as well. If all of the check boxes are checked, the master check box should also become checked. We can’t get such functionality in Xcelsius models out of the box. But there is a workaround that I’m going to share with you.

On the figure below you can see the components included in the model.

To show what happens behind the screen at a run time I added a Spreadsheet Table component. It is based on the range C1:E6, which consists of the calculated statuses of selection and visibility. The next two figures show how the spreadsheet is set up.

Chart series are linked to the Calculated Data range (H2:K6). Formulae in that range use the REPT worksheet function that returns values from the Raw Data range (H8:K12) if corresponding display status in the range (D3:D6) is 1 and an empty string if it is 0.

Each click on any dependent checkbox (which is in fact on a transparent push button), copies the values (1 or 0) from the corresponding row in the range C3:C6 into the cell in the range D3:D6. Then, the formula in C3:C6 recalculates the inverted value in the preparation for the next click.

The Dynamic Visibility Status properties of the stacked check boxes representing the master check box are linked to the cell E2 (shaded in green on a spreadsheet).

The formula in the cell E2 ( =MIN($D$3:$D$6) ) calculates the lowest out of all dependent check boxes’ statuses.

When a user clicks on what is shown as the master check box and labeled as (All), he triggers an overlaid push button. It results in an insertion of values from the source range E3:E6 into the destination range D3:D6.

Formulae in E3:E6 range (1-$E$2) return inverted E2 value facilitating 1 and 0 toggling of dynamic visibility statuses of the all dependent check boxes and then, closing the loop, affects checked/unchecked status of the master check box.

This post concludes the series about dynamic status update of Check Box components in SAP BusinessObjects Dashboard (Xcelsius). With one of the next releases of the product, we might get the Check Box component’s behavior changed (at least as an option) to be similar to Excel’s Check Box control, and this series of posts will become obsolete. Until then, we can use the methods explained here to achieve the functionality, as of today, not supported in Xcelsius out of the box.

Leonid Koyfman is a BI professional with over 10 years of experience in a database design and development and in delivering reporting solutions using enterprise reporting technologies. He is a big Xcelsius enthusiast passionate about dashboard design and other kinds of data visualization. In his leisure time Leonid enjoys solving mental puzzles and hiking in the Bay Area with his family.

P.S. The BI Dashboard Formula is officially LIVE NOW! Read our Members’ Testimonials and see why we received a 98% approval rating! Register before November 7th and take 10% off with coupon code: MicoBuddy10.

Sep
24

Dynamic status update of Check Box components in Xcelsius: Part 3/4

Now you see it, Now you dont!

This post demonstrates how to apply the ideas presented in Dynamic status update of Check Box components: Part2 to the dynamic selection of chart series.

One of the features introduced in Xcelsius 2008 SP3 was a dynamic series selection in charts.This long awaited addition addresses an old request for the ability to hide/show a chart series at run-time.

Now, all we need to do to set it up is to go to Appearance section in the chart properties, enable legend on theLayout tab, check Enable Hide/Show chart Series at Run-Time check box and accept the default value of Check Box in the Interaction combo box. At run time, next to the corresponding labels in the chart legend, we’ll get the check boxes that govern the display status of the chart series as shown in the following example of charting traffic trends by geo region.


This approach is quick and intuitive. It’s a big step forward and in many cases will serve its purpose. But there is still room for improvement. One of the limitations is an inability to reset all check boxes (or all in a group) at once. So, the traditional solution for toggling a display of chart series based on Check Box components and Excel logic still takes its place and can be enhanced with the methods explained in details in (Dynamic status update of Check Box components: Part2). The following model shows how to apply such a technique to the previous Hide/Show chart Series example.

All custom push buttons shown above the chart use the Status range (cells H3:H6) as the destination. The raw data is in the range P3:U6.

The range J2:N6 is the data source for the chart. Formulae in the range J2:N6 calculate values for the chart series. When the values in the Status range are 0s, the formulae in the corresponding rows in the range J2:N6 return empty strings and series that are based on those rows are not displayed. And when the values in the Status range are 1s, the formulae in the range J2:N6 return the raw data values and the display status of the chart series gets toggled.

Custom push buttons are created as described in Customizing a Push Button component in Xcelsius.

The buttons support All, Invert and None types of selection. The buttons serve to select only series in the corresponding groups (USA and Canada in this example). The check boxes are also designed as custom push buttons and used for changing the display status of the chart series for individual regions (e.g. just Portland or Seattle and Portland).

Select None functionally is just one click less than a combination of All and Invert selections. So, depending on our intentions, we can save an extra click for the user by adding this button, or exclude it from the design to save some space on the canvas and deal with fewer components. Yet another option, as a compromise between two, is to stack the All and None buttons and toggle their dynamic visibility.

With such an implementation, after clicking the All button it will become invisible, and the None button will be displayed instead on the same spot. In turn, clicking the None button will hide it and make All button available for the next logical action. Using this option might need some integration with the Invert button functionality.

The example in this post demonstrates one of the practical applications of the dynamic check box status update in Xcelsius and can be extended to the designs that support more complex rules for simultaneous selections of logically grouped items.

Leonid Koyfman is a BI professional with over 10 years of experience in a database design and development and in delivering reporting solutions using enterprise reporting technologies. He is a big Xcelsius enthusiast passionate about dashboard design and other kinds of data visualization. In his leisure time Leonid enjoys solving mental puzzles and hiking in the Bay Area with his family.

Sep
19

Free XWIS test-drive coming to a city near You!

During my keynote at the recent “Mastering SAP BusinessObjects” conference in Melbourne, Australia I said “in order to make Xcelsius or SAP Dashboards enterprise ready you need XWIS from Antivia.” I said this because Antivia’s XWIS closes five key gaps in Xcelsius / SAP BusinessObjects Dashboards functionality which are fundamental to enterprise dashboard success:

  1. Reduced complexity
  2. Design productivity
  3. Dashboard performance
  4. End-user functionality
  5. Mobile delivery

Just as WebIntelligence makes it easy to manage multi-dimensional data with its micro-cube, so XWIS brings similar in-dashboard OLAP capabilities to Xcelsius development. This reduces dashboard complexity by avoiding the need to create multiple connections to the server for different slices of data and by eliminating the formulas required to knit these slices of data together in the spreadsheet. Less complexity means you’ll achieve a significant increase in design productivity (meaning more dashboards, developed more quickly) and at the same time you’ll see a dramatic improvement in dashboard performance (both initial load and click-to-click). XWIS also enables the out-of-the-box addition of key end-user functionality such as drill-down, drill-across and “slice and dice”. And to top it off, all this is available both off-line and on tablet devices. But, I want you to see this for yourself … so, I’d encourage you to get along to one of the hands-on XWIS test-drives that Antivia is planning, this fall. By taking a test-drive, you will see all of these capabilities in action as you build your own interactive, connected dashboard, from scratch, against a significant dataset, within minutes, using XWIS.

Antivia is running test-drives in Chicago, Dallas, Philadelphia and New York during the first week of October.  My good friend Donald MacCormick (a key-player in the acquisition of Xcelsius by Business Objects and one of the guest speakers I hand-picked for my BI Dashboard Formula) is hosting each test-drive. Given the interactive nature of these events, space is limited, so I would urge you to register for an XWIS test-drive today.

Mico Yuk is a SAP Mentor and BI Influencer, co-founder of Benchmarkers Business Intelligence and founder of the Xcelsius Gurus Network, the Everything Xcelsius blog. To learn more about her, please visit her about page.

Sep
5

Live Dashboard Training with Mico Yuk in Zurich at BOAK 2012

I’m sure many of you have heard about Mico’s online training series, the BI Dashboard Formula, that starts on the 6th of September. Well Mico is now taking this training on the road to Zurich, Switzerland, for our ONLY live event on September 19th, as part of the BOAK 2012 Conference.

Mico will be teaching the entire 7-steps of the BI Dashboard Formula live for the first time! See below for details:

  • Step 1. Planning – The Most Important but Overlooked Step
  • Step 2. Scoping – The Art of Gathering Requirements
  • Step 3. Prototyping – Developing the ‘Perfect’ Dashboard
  • Step 4. Validating the Data – Before making False Promises
  • Step 5. Connecting the Data – The Moment of Truth!
  • Step 6. UAT (aka User Attack Testing) – How to get Thru Quickly
  • Step 7. Go Live – Living Through Dashboard Armageddon
  • Step 8. Knowledge Transfer – The key to Job Security
  • Click here to read the full details of each training module on the BIDF homepage!

Registration closes on September 17th, and we have 6 spots left as of this blog post!

  • Where: Zurich, Switzerland
  • When: September 19th, 2012
  • What time: 9am – 4:30pm CEST
  • How to Register: http://bit.ly/PWhvx4
  • What to expect: We’ve been told that being stuck with Mico in a room all day discussing BI is career changing literally. Lots of fun and lots of learning!

Soo Tang Yuk (@sootangyuk) is the ‘Xcelsius Gurus Network” community manager and evangelist. To find out more, please visit her about me page.

Aug
27

Recording, Slides & Blueprint Template available for Mico’s Dashboard Scoping webinar

Last week Tuesday, Mico gave a sneak peek webinar of the BI Dashboard Formula -Module 2: Scoping. Although the webinar only lasted 30 minutes, it was a power session packed with lots of good content.

During the webinar, Mico discussed 3 key elements of requirements:

  1. DATA requirements – Capture all the details about the KPI’s and metrics such as the definition, how to calculate, the data sourc(s), any business rules and much more
  2. FUNCTIONAL requirements – Learn how your business user expects to ‘use’ the dashboard
  3. DESIGN requirements – Define the look and feel of the dashboard

To gain access to the webinar recording, please click here to visit the BusinessObjects Experts website, which includes the slides and Blueprint Template or copy and paste this link into your browser: http://bit.ly/QahZR9.

**Note: The BI Dashboard Formula officially CLOSES on Friday, August, 31st, to get ready for classes on Sept 6th! To get instant access to the Members Area for a limited time, please visit the home page, then click on the **FREE TRIAL** link in the top menu!**

Soo Tang Yuk (@sootangyuk) is the ‘Xcelsius Gurus Network” community manager and evangelist. To find out more, please visit her about me page.

Aug
20

Webinar in 24 hrs: Xcelsius Dashboard Scoping

Join Mico tomorrow for yet another FREE webinar that relates to her new BI Dashboard Formula training series.

Due to a number of requests to have “a little more time to gain approval”, we have re-opened the registration page until Friday, August 31st, 2012.  As the class is scheduled to start on September 6th, this will be your absolute LAST OPPORTUNITY to REGISTER for the BI Dashboard Formula.

While presented at a few conferences, Mico has never focused on this topic  in such detail before as it’s an excerpt from the BIDF teachings.  Expect to leave this webinar seeing BI Dashboard Scoping in a new light.  In order to successfully complete your dashboard scoping you must…

Gather three types of requirements:

1. DATA requirements – Capture all the details about the KPI’s and metrics such as the definition, how to calculate, the data sourc(s), any business rules and much more
2. FUNCTIONAL requirements – Learn how your business user expects to ‘use’ the dashboard
3. DESIGN requirements – Define the look and feel of the dashboard

Here are the details to register:

  1. WHERE – Click here to Register (or copy and paste into browser: http://bit.ly/Olqki0)
  2. WHEN – Tomorrow (08/21/2012) at 1pm EST / 10am PST sharp
  3. NOTE – If you cannot attend the live webinar be sure to register to receive the link to the webinar recording
  4. WHAT - Mico will cover about 40% of  Module 3 of the BI Dashboard Formula Training Series, the most popular teaching of the series and will describe how to use the BI Dashboard Formula Blueprint (template)

Hope you can join us!

Soo Tang Yuk (@sootangyuk) is the ‘Xcelsius Gurus Network” community manager and evangelist. To find out more, please visit her about me page.