Posts Tagged ‘SAP Crystal Dashboard Design’

Jun
25

Learn ‘Big Data Visualization Storyboarding and Wireframing Techniques’ like never before!

As you all know, we live in an era where ‘Big Data’ has indeed become an important core component in every industry. When data is used to its full potential, companies can maximize their marketability, generate more revenue, and even create disruptive innovation. However, to be effective, it is critical that the data be presented in a manner that users can easily analyze and interpret. Data visualization storyboarding and wireframing techniques are just some of the key strategies needed to start building effective visuals for your organization.

Join me this Thursday, June 26th at 12 pm EST, for BI Dashboard Mastery 2.0 and learn how to jumpstart that process, as I will teach the following key techniques:

  • The 2 most important steps you need to take to start your visual storytelling journey today. I’ll share two things that you can start doing immediately to jumpstart your data viz journey! It’s easier than you think :-)
  • The 4 most critical sections that all successful BI Storyboards must have, but 80% of users don’t even know exist! Yes that is correct! You will learn about the 4 key areas that we include on all 400+ dashboards that we have built, and how to start using them!
  • Which free tool you should be using to build your dashboard wireframe to make the process painless! There are over 40 in the market… we will show you our top 3. Remove the guesswork!
  • How to easily create dashboard wireframes that will WOW your users and gain sign off 80% faster. No more struggling through design discussions. No need for a designer. This one tip alone we’re told is worth the entire course!

PLUS!

You get the chance to instantly download some BIDF wireframe templates to use immediately!

Webinar information:

  • When: Thursday, June 26, 2014
  • Time: 9am PST / 12pm EST / 5pm CET
  • Register now: http://bit.ly/QbQh3R

Our last two BI Dashboard Mastery workshops had well over 1200 registrants, so don’t wait last minute to claim your spot!

BIDF Webinar #2 Click here now

Mico Yuk, Founder, BIDashboardFormula.com | Author, Data Visualization for Dummies (Wiley, 2013) | BI Coach | Global Keynote Speaker| Top Analytics Blogger (2012) | Co-Founder, ‘Xcelsius Gurus’ Network & EverythingXcelsius.com. To find out more about Mico, visit http://micoyuk.com

Jun
4

Webinar Rewind: Free Dashboard Design & Requirements Gathering workshop w/ Mico Yuk

About a month ago, Mico hosted her highly rated KPI gathering and scoping techniques webinar, where she demoed the BIDF Blueprint and shared never seen before techniques.

After the webinar, positive feedback just kept pouring in… seriously, we were pleasantly overwhelmed! In all that feedback, we also received emails from folks who just couldn’t make the webinar for various reasons…

Feeling bad that so many folks missed out on the ‘time saving’, ‘wow your users’ type techniques, we decided to do it once again!

Yes! You read correctly, Mico will be hosting the webinar again! This time however, it will only last for an hour, but Mico will cover 3 key points that you will not want to miss!

BIDF Blueprint

What will be covered during the webinar:

  • The 3 most important tweaks you should be making to your BI Dashboards in 2014.
  • Why gathering these three types of requirements in the order we teach you can reduce scope by over 50%, while still increasing user adoption rates
  • How to easily create a dashboard wireframe that will WOW users and gain sign off 80% faster. We’ll show you the free tools to use to make this process painless.

Webinar Information:

  • When: Wednesday, June 11, 2014
  • Time: 9am PDT / 12pm EDT / 5pm CET
  • Registration: http://bit.ly/QbQh3R

BI Dashboard Mastery 1.0

 

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

May
22

Join Mico Yuk at #IBIS2014 in Carlsbad, CA on June 15 – 18!

Join Mico Yuk at IBIS 2014: Limitless BI 2.0 in Carlsbad, California, June 15-18, 2014. This premier SAP BusinessObjects conference offers 3 days of hands-on boot camps, seminars, workshops, and case studies on BusinessObjects Web Intelligence, Xcelsius/Dashboards 4.x, Data Services, Crystal Reports, Migration, and much more.

IBIS2014

This year Mico is heading a half-day, interactive hands-on workshop, described as ‘eye-opening’, at the pre-seminar on Sunday afternoon focused on ‘intelligent’ BI dashboard design. This non-technical, three hour hands-on workshop will provide attendees with the foundation needed to make their analytics more impactful! Whether you are a beginner or a dashboard veteran, this fun filled workshop will take you through the fundamentals of dashboard design and then all the way into real world applications.

The following topics will be discussed:

  • Fundamentals of Dashboard Design – Review of basic and advanced design principles
  • Data Viz Do’s and Don’ts – A clear look at the do’s and don’ts of dashboard design
  • Real World Applications – How to apply the principles of design to real world dashboards
  • Add Intelligence to your Dashboards – Tips and tricks to make your data visualizations more intelligence and impactful
  • Team Exercise: Do you see it? – Each team will be assigned a set of dashboards and asked to identify areas where improvements can be made to make it more intelligent and impactful.
  • Team Exercise: Can you apply it? – Each team is asked to then take their recommendations and apply it to one of the dashboards presented.
  • Open Q&A

Who should attend:

Attendees should have been exposed to, hosted, or participated in at least one full BI project before attending course. Newbies are welcome, but are warned to keep their seat belts on.

Important Information:

With less than 3 weeks left and limited space, don’t wait to register for this compelling learning experience in designing effective BI dashboards and data visualizations.

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

Apr
16

[Free Workshop] How many of these 5 common mistakes are you making with your Dashboards?

Here’s the reality guys, 8 years, 500+ dashboards and 5K+ students later, I’ve finally been able to put my fingers on which mistakes 98% of people make when working with users to create their dashboards. About 3 weeks ago, I taught my highly rated session: Mastering the Art of Dashboard Requirements Gathering and Prototyping, at BI2014. As usual, the time allotted for the session wasn’t enough and I had to skip revealing these 5 common mistakes. However, on April 30th, during a Free 2-hour live online event: BI Dashboard Mastery 1.0 I will complete my BI2014 session by revealing this 5 common mistakes.

 

BI Dashboard Mastery Webinar

 

What will be covered during the workshop:

1) The 3 most important tweaks you should be making to your BI Dashboards in 2014.
2) Why focusing only on these four key aspects of your KPI’s will determine whether or not your project is successful.
3) The 7 most important questions to ask your users to derive ‘intelligent’ Key Performance Indicators (KPIs)
4) Why gathering these three types of requirements in the order we teach how you can reduce your scope by over 50% while still increasing our user adoption rates
5) How to easily create a dashboard wireframe that will WOW your users and gain sign off 80% faster. We’ll show you the free tools to use to make this process painless.

Reserve your spot here: http://bit.ly/QbQh3R. (Recording available for those who register)

I will also be demoing one of my ‘Cheat Sheets’ and making a long awaited announcement! See you there!

Mico Yuk, Founder, BIDashboardFormula.com | Author, Data Visualization for Dummies (Wiley, 2013) | BI Coach | Global Keynote Speaker| Top Analytics Blogger (2012) | Co-Founder, ‘Xcelsius Gurus’ Network & EverythingXcelsius.com. To find out more about Mico, visit http://micoyuk.com.

Mar
4

Vlog: Join me at BI2013 in Las Vegas, March 19-22

I’m so excited to be attending BI2013 in Las Vegas, March 19-22.  I’ll be presenting 3 sessions, two of which are new (watch video to find out!).

BI2013 Logo 2

If you are having trouble viewing the video, please click the direct link: http://goo.gl/Jnp5y.

To view more details about my sessions, please click here: http://bit.ly/ZhCNan. If you can’t attend, I will also be tweeting & taking many pics, on twitter and instagram using #BI2013 hashtag! Hope to see all of you there!

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 abut her, please visit her about page.

Jan
31

[FREE Webinar]: Learn One Shocking New Way to Increase BI User Adoption

Join Mico Yuk (@micoyuk) again for another ‘eye opening’ webinar, guaranteed to save you time and money on your BI projects.

REALITY… Regardless of how hard you work on your BI project, the success of the project will be determined by one single KPI?

USER ADOPTION…

Studies have shown that BI user adoption rates for 2013 are at an all time low: 15 – 20% for most organizations. This means that 75% or 3 out 4 of your business users will never use your BI solution, regardless of how great it is, unless of course…

You learn to use her one secret technique!

This new, but effective method of launching your BI project will make all the difference in the world to your business users.

In 60 minutes you can expect to experience:

  1. Fun – guaranteed… it’s far from the typical boring IT stuff
  2. Easy – chances are you’ll enjoy it so much it won’t feel like work
  3. Cheap – approximately 3-5% of the average BI project cost
  4. Results? – your business users won’t be able to wait to try your BI product! Your team will leave feeling appreciated and ready to for the next challenge!

She has never shared this before, so you’ll simply have to attend to see what it is and how it’s done.

Register for another Special FREE Webinar today!
Date & Time: Thursday, Feb 7th, 12:00-1:00 pm EST

(Space is limited to first 500 registrants, on average we get about 1K. Recording available for those who register, but can’t attend.)

Don’t miss out! This fun ‘eye opening’ webinar is guaranteed to give you a different perspective on how to successfully approach your BI projects in 2013.

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

P.S. – Registration for the BI Dashboard Formula will shut down in 7 days! Don’t wait… Register Today!

 

Jan
24

Webinar Recording: Learn 5 Easy to Implement 2013 BI Dashboarding Strategies

Hi Everyone,

We would like to say thanks to everyone that registered for the webinar last week Thursday with Mico Yuk. As promised the recording and slides are available for  those who couldn’t attend.

To watch the recording and slides, just sign up for FREE access to our BIDF Members Portal (no cc requ).

Signing up for the portal, gives you access to lots of free resources, including: presentations, webinar, templates, and much more!

BIDF 2.0 Members Portal 2

There were also many questions asked that Mico could not answer during the webinar, so below the video are her top 5 questions with answers.

Don’t miss out out! Click here to view the recording now!

P.S. - Tomorrow is the last day to use the ‘micobuddy’ coupon to save 10% on your BIDF 2.0 Registration. Class is almost full. Click here to Register now!

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

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.