BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity

Learner’s Guide BOX310

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2009 SAP® BusinessObjects™. All rights reserved. SAP BusinessObjects owns the following United States patents, which may cover products that are offered and licensed by SAP BusinessObjects and/or affliated companies: 5,295,243; 5,339,390; 5,555,403; 5,590,250; 5,619,632; 5,632,009; 5,857,205; 5,880,742; 5,883,635; 6,085,202; 6,108,698; 6,247,008; 6,289,352; 6,300,957; 6,377,259; 6,490,593; 6,578,027; 6,581,068; 6,628,312; 6,654,761; 6,768,986; 6,772,409; 6,831,668; 6,882,998; 6,892,189; 6,901,555; 7,089,238; 7,107,266; 7,139,766; 7,178,099; 7,181,435; 7,181,440; 7,194,465; 7,222,130; 7,299,419; 7,320,122 and 7,356,779. SAP BusinessObjects and its logos, BusinessObjects, Crystal Reports®, Rapid Mart™, Data Insight™, Desktop Intelligence™, Rapid Marts®, Watchlist Security™, Web Intelligence®, and Xcelsius® are trademarks or registered trademarks of Business Objects, an SAP company and/or affiliated companies in the United States and/or other countries. SAP® is a registered trademark of SAP AG in Germany and/or other countries. All other names mentioned herein may be trademarks of their respective owners.

C O N T E N T S
Course introduction.....................................................................................................11 Course description.......................................................................................................12 Course audience...........................................................................................................13 Prerequisites.................................................................................................................14 Additional education...................................................................................................15 Level, delivery, and duration.....................................................................................16 Course success factors.................................................................................................17 Course setup.................................................................................................................18 Course materials..........................................................................................................19 Learning process .........................................................................................................20

Lesson 1

Creating a Visualization
Lesson introduction.......................................................................................................1 Producing interactive visualizations...........................................................................2 Presenting data visually........................................................................................2 Using visual data....................................................................................................3 Choosing the right Xcelsius product...................................................................4 Setting up a visualization with embedded data................................................4 Setting up a visualization with connected data ................................................5 Getting around in Xcelsius...........................................................................................7 Using the Xcelsius interface..................................................................................7 Using toolbars.......................................................................................................10 Using the Components Browser........................................................................14 Using the Object Browser....................................................................................17 Using the Property sheets...................................................................................18 Using the canvas...................................................................................................18 Changing the layout of the interface.................................................................19 Using document properties................................................................................20 Using global settings............................................................................................21 Finding help..........................................................................................................22 Working with your Excel workbook.........................................................................24 Designing your Xcelsius visualization..............................................................24 Designing your Excel workbook........................................................................24 Working with your Excel workbook ................................................................26 Applying best practices to your Excel workbook design...............................28 Replacing the embedded Excel workbook.......................................................29 Copying cells to the embedded Excel workbook............................................30 Using recommended Excel functions................................................................30

Table of Contents—Learner’s Guide

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Recognizing unsupported Excel functions.......................................................31 Visualizing data with charts.......................................................................................32 Using charts for visualization.............................................................................32 Choosing a chart type..........................................................................................32 Adding a dual axis to your chart ......................................................................39 Taking advantage of dynamic labels and titles...............................................40 Using data in ranges............................................................................................40 Activity: Setting up a chart with a data range ................................................43 Using data in a series...........................................................................................44 Defining category axis labels..............................................................................45 Activity: Setting up a chart with a data series ................................................46 Deciding when to use a range and when to use a series................................47 Anticipating future data by ignoring end blanks............................................47 Activity: Setting up a chart to ignore end blanks ...........................................48 Using Xcelsius components........................................................................................50 Understanding input and output components................................................50 Understanding single value components.........................................................50 Using single value component types.................................................................51 Working with percentages..................................................................................53 Using play options...............................................................................................55 Using the Image component...............................................................................56 Using a container component.............................................................................58 Understanding alerts...........................................................................................58 Setting up alerts....................................................................................................60 Understanding text components........................................................................62 Understanding other component types............................................................64 Understanding the Calendar component.........................................................67 Using the Trend Analyzer...................................................................................69 Adding Print and Reset buttons.........................................................................72 Understanding the History component............................................................73 Understanding web connectivity component types.......................................74 Activity: Performing "what-if" analysis ...........................................................76 Applying best practice for designing models..........................................................78 Optimizing design................................................................................................78 Removing yourself from the data......................................................................78 Starting with pencil and paper...........................................................................79 Designing a layout based on how users need to view data...........................79 Creating a mockup of the dashboard................................................................81 Following Excel best practices............................................................................82 Avoiding getting lost in the visualization........................................................83 Utilizing summarized data.................................................................................84 Choosing a component based on your data.....................................................84 Activity: Designing a visualization...................................................................85 Distributing your visualization.................................................................................87 Previewing your model and creating Snapshots.............................................87 Choosing the right output for your audience..................................................88 Making your model available to others for re-use..........................................90

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BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide

......................................................................................103 Using themes and template to apply formatting..................................115 Using selectors..............................................................................122 Importing graphics as selectors........................................................................................105 Using themes.....................................................................................................................................................................107 Using user-defined templates ........................................................129 Activity: Creating interactive models using selectors.............................................................................................................134 Adding dynamic visibility........................110 Quiz: Formatting a visualization..........................................................................................129 Creating interactive maps.............................................................141 Activity: Creating interactive models using dynamic visibility............................................................139 Using formulas................................................................................119 Using alerts in selectors.............................................................................108 Activity: Formatting a model.......................................................................................................................................................................112 Lesson summary..............131 Activity: Using maps..................................................................................................................................................................142 Troubleshooting interactivity.......................................................................................................................................................................................................................................98 Using color schemes........................................................113 Lesson 3 Adding Interactivity to a Visualization Lesson introduction........................................97 Applying formatting options....................136 Defining dynamic visibility display status..............140 Creating multi-layer reports...........144 Table of Contents—Learner’s Guide v ..........................................................116 Understanding data insertion........Quiz: Creating a visualization.................................................................................................92 Lesson summary......................................136 Understanding dynamic visibility...........................................................................................................................................................................100 Formatting text in your visualization.........................................................................................98 Creating custom color schemes.......................................................................95 Lesson 2 Formatting a Visualization Lesson introduction.........................................................................................117 Setting default values for selectors........................................................127 Using the list builder selector to select multiple items.................................................................................103 Changing the layout of components..........................................................................138 Choosing dynamic visibility options......................116 Adding a selector...116 Using each data insertion type in selectors...............105 Using predefined templates.............................................................................144 Troubleshooting with the Spreadsheet Table component.........................................................................................124 Using a table as a selector...........126 Using drill down to use a chart as a selector...................................................

...............................................171 Connecting to Crystal Reports data................160 Optional Procedure: To set the Flash Player Security Settings to trust all local drives ....169 Understanding Web Services......................146 Quiz: Adding interactivity to a visualization................................................................................................................................................................................152 Using the Data Manager to add and configure connections........170 Activity: Connecting to data using an existing Web Service..............................167 Connecting to data using an existing Web Service..........................................................................................................................................................154 Understanding the External Interface connection type...............................169 Choosing an existing Web Service as your data connection......................................................................159 Setting up an XML data connection by creating an XML definition ...............152 Understanding the workflow required to use live data sources ........................................................................151 Using Live Data Sources...............................148 Lesson summary.................................................................163 Activity: Connecting to XML with a new definition.................179 Connecting to Portal Data...................................................................................................................................159 Choosing XML Data as your data connection .......................................................................169 Setting up your Web Services data connection...................................................................182 Using the Portal Data connection type with no connection ...........................................................................................152 Using the Connection Refresh button..................173 Understanding the Crystal Report Data Consumer connection...................177 Choosing QaaWS as your data connection.......................................173 Setting up your Crystal Reports Data Consumer data connection.............149 Lesson 4 Creating a Connected Visualization Lesson introduction.....................................................................................................................177 Configuring a QaaWS connection to consume a WSDL...........................174 Activity: Connecting to Crystal Reports data...................................182 vi BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .................................................................................Alleviating common symptoms...............................................................................156 Connecting to XML data...........................159 Understanding XML Data connections ........................................................................................178 Activity: Connecting to BusinessObjects Universes using Query as a Web Service ......................................................................................................163 Leveraging Excel XML maps to connect to an existing XML definition.....................................154 Activity: Using the External Interface connection type..173 Choosing the Crystal Reports Data Consumer as your data connection........................................................................................................................................................175 Connecting to BusinessObjects Universes using Query as a Web Service.165 Activity: Connecting to XML with an existing definition using Excel XML maps...................144 Activity: Creating a presentation-ready visualization..................................................177 Understanding BusinessObjects Universes and Query as a Web Service.......................................

.......207 Table of Contents—Learner’s Guide vii ..............................................................................................................................................197 To set up an LCDS ..........................194 Quiz: Creating a connected visualization .183 Activity: Using Portal Data with Dashboard Builder..................................................186 Setting up a Live Office connection ................................................................................................................................197 Connecting to Sharepoint.......204 Review: Connecting to Portal Data.....................................................193 Analyzing an existing visualization ............................................................................................................................................................................................197 Understanding Adobe LiveCycle DataServices connections ...........................................................................................194 Activity: Emulating existing visualizations..................183 Review: Connecting to Portal Data..............................................................................................................................................................191 Working with Business Requirements....Using the Portal Data connection type with a Provider connection ...................................193 Deeper Investigation ...................................183 Using the Portal Data connection type with a Consumer connection ...........................................................................................................193 Activity: Visualizing Targets..............................................................................................................................190 Connecting to SAP data.................................................................195 Lesson summary...................................................................................................................189 Activity: Populating your embedded Excel workbook with Web Intelligence data using Live Office.......................................................................................205 Review: Connecting to SAP data...................................203 Quiz: Adding interactivity to a visualization.......................................................................188 Activity: Setting up the workbook for use with Live Office data...........................................198 Answer Key Quiz: Creating a visualization..201 Quiz: Formatting a visualization.................................198 Adding Xcelsius visualizations as SharePoint web parts..................................186 Understanding the Live Office connection ...............................................185 Using Live Office data..............................................193 Gathering business requirements.................................................198 To set up SharePoint web parts for use in Xcelsius visualizations.....................................196 Appendix A Appendix: Optional Connectivity Units Connecting to LCDS...............206 Quiz: Creating a connected visualization ...........................................................................................................................................

viii BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

...........................4..............................................A G E N D A BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity Introductions.....75 hours ❒ ❒ ❒ ❒ ❒ ❒ ❒ Producing interactive visualizations Getting around in Xcelsius Working with your Excel workbook Visualizing data with charts Using Xcelsius components Applying best practice for designing models Distributing your visualization Lesson 2 Formatting a Visualization......7.....1 hour ❒ Applying formatting options ❒ Using themes and template to apply formatting Lesson 3 Adding Interactivity to a Visualization.....................................5 hours ❒ ❒ ❒ ❒ ❒ ❒ ❒ Using Live Data Sources Connecting to XML data Connecting to data using an existing Web Service Connecting to Crystal Reports data Connecting to BusinessObjects Universes using Query as a Web Service Connecting to Portal Data Using Live Office data Agenda—Learner’s Guide ix ..........................................4..............30 minutes Lesson 1 Creating a Visualization.................75 hours ❒ Using selectors ❒ Adding dynamic visibility ❒ Troubleshooting interactivity Lesson 4 Creating a Connected Visualization.......................... Course Overview..................

❒ Connecting to SAP data x BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

Course introduction This section explains the conventions used in the course and in this training guide. —Learner’s Guide 11 .

You will improve your productivity by manipulating and linking your data to visually compelling analytics in a single design. 12 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . An Xcelsius visualization provides insight into complex data and delivers confidence to those who will use it to make decisions. As a business benefit. you will be able to connect your dashboards to any data source and provide everyone in your organization with up-to-the-minute personalized data. You'll manage multiple data sources by controlling all live data connections from one central interface. Use Xcelsius to build engaging dashboards for executives and business users.Course description BusinessObjects™ Xcelsius Enterprise 2008 enables you to transform Excel workbooks into captivating visualizations with the ability to provide interactive what-if analysis.

but should be aware that some features and functionality presented in this course do not mirror the exact functionality in their version of Xcelsius.Course audience This course is intended fo rinexperienced BusinessObjects Xcelsius Enterprise 2008 users who need to acquire proficiency with building interactive visualizations based on Microsoft Excel workbooks. —Learner’s Guide 13 . Users of Xcelsius Present 2008. Xcelsius Engage 2008. and Xcelsius Engage .Server 2008 will find this course useful.

Prerequisites While not required for this course. experience with these products and technologies will be helpful: • Microsoft Excel 14 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

Additional education Not applicable for this offering. —Learner’s Guide 15 .

and duration This core level instructor-led course requires three-days to complete. delivery.Level. 16 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

Course success factors Your learning experience will be enhanced by: • • • • Activities that build on the life experiences of the learner Discussion that connects the training to real working environments Learners and instructor working as a team Active participation by all learners —Learner’s Guide 17 .

software. 18 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .Course setup Refer to the setup guide for details on hardware. and course-specific requirements.

instructor. and practice activities. The Learner’s Guide is designed to assist students who attend the classroom-based course and outlines what learners can expect to achieve by participating in this course. • Online Help Retrieve information and find answers to questions using the online Help and/or user’s guide that are included with the product. • Evaluation form At the conclusion of this course.Course materials The materials included with the course materials are: • Name card • Learner’s Guide The Learner’s Guide contains an agenda. and facility. you will receive an electronic feedback form as part of our evaluation process. Your comments will assist us to improve future courses. Additional resources include: • Sample files The sample files can include required files for the course activities and/or supplemental content to the training guide. —Learner’s Guide 19 . learner materials. Provide feedback on the course content.

the instructor guides the learners through the learning framework. Introduction Why am I here? What’s in it for me? The learners will be clear about what they are getting out of each lesson. 20 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .Learning process Learning is an interactive process between the learners and the instructor. This step sets the groundwork for practice. Practice How do I do it? The learners will demonstrate their knowledge as well as their hands-on skills through the activities. Review reinforces why it is important to learn particular concepts or skills. Review How did I do? The learners will have an opportunity to review what they have learned during the lesson. Objectives How do I achieve the outcome? The learners will assimilate new concepts and how to apply the ideas presented in the lesson. Summary Where have I been and where am I going? The summary acts as a recap of the learning objectives and as a transition to the next section. By facilitating a cooperative environment.

you will get to know the interface and tools available in Xcelsius. What you learn in this lesson will be the foundation for all of the workshops you complete throughout the course.Lesson 1 Creating a Visualization Lesson introduction In this lesson. you will be able to: • • • • • • • • Describe the benefits of producing interactive visualizations of your data Define the process of producing interactive visualizations of your data Get around in the Xcelsius user interface Work with your Excel workbook Visualize data with charts Use Xcelsius components Distribute your visualization Apply best practices for designing models Creating a Visualization—Learner’s Guide 1 . After completing this lesson.

After completing this unit. you will learn about Xcelsius visualizations and the benefits of using Xcelsius visualizations in your presentations. But what can you do if your audience doesn't use Microsoft Excel or is confused by rows. interactive visualizations created with Xcelsius? 2 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Which is easier for most audiences to understand? A static Excel worksheet? Or dynamic. you will be able to: • Describe the features and benefits of presenting data visually with BusinessObjects Xcelsius Enterprise 2008 • Choose the right version of Xcelsius for your needs • Understand the process for creating visualizations that use embedded or connected data Presenting data visually Business data is often so complex that workbooks are needed to organize it in a meaningful way. columns. and formulas? Xcelsius enables you to quickly create engaging animated visualizations based on your Excel workbook spreadsheets and allows you to interact with these visualizations to perform "what-if" analysis on the fly.Producing interactive visualizations Introduction In this unit.

All visualizations allow you to interact with a copy of a spreadsheet embedded into the visualization file. Using visual data Using visual data will allow you to: • Perform "what-if" analysis on the fly by changing variables that affect the calculated values represented in charts and other visual indicators. this visualization presents total projected sales as a function of sales from a previous year multiplied by the projected growth rate for each product line in an attractive. and a target of $4000. • Identify problems in your source data or your underlying business assumptions that are difficult to see in tabular data. For example. You can select items from the drop-down menu in the Xcelsius visualization to change the display in the chart. Alerts have also been set up with a "red zone" below $2750. Creating a Visualization—Learner’s Guide 3 . easy-to-use format. • Use data from Excel workbooks to create dashboards and scorecards with alerts that indicate potential issues and opportunities for your organization.

Consumes new or re-uses existing Web services and live data connection feeds. external spreadsheet and VBScript not supported. All of the components in your visualization are bound to the values and formulas in the Excel workbook or external data sources to display up-to-the-minute data in your visualizations. Creates live dashboards from personal and corporate data sources without having to manually write Web services and live data connection feeds. Xcelsius Engage 2008 Xcelsius Engage-Server 2008 BusinessObjects Xcelsius Enterprise 2008 Setting up a visualization with embedded data When designing and deploying an Xcelsius visualization that uses embedded data. Xcelsius Engage-Server 2008 is bundled with Flynet Web Services Generator. Easily connects to live enterprise data in SAP or BusinessObjects software. follow these steps. You can also copy and paste cells from another Excel workbook to the embedded Excel workbook in your visualization. and formatting found in the workbook will be included. Macros. an SAP company. formulas. 4 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Design • Data You can import any Excel workbook into Xcelsius. Data. Creates secure and personalized business intelligence (BI) dashboards connected to BusinessObjects™ Enterprise or BusinessObjects Edge Series from Business Objects.Choosing the right Xcelsius product Xcelsius offers the following products with the following capabilities: Product Capabilities Xcelsius Present 2008 Creates interactive data presentations from Microsoft Excel spreadsheets. Creates live dashboards from personal and corporate data sources. Xcelsius Engage 2008 is limited to using a single web service. 1.

2.1. define behavior and customize the appearance of those components. or an Adobe PDF document. rows. your visualization can be produced as an interactive Flash file (SWF). Crystal Report Data Consumer. Excel XML Maps. use the Data Manager to create live data connections that will populate your visualizations. Use HTML to call your SWF file on a web server. viewers are not required to have Excel to view your visualization. Deploy the published visualization Host your Flash file in any environment including BusinessObjects Enterprise XI 3. Use the property sheets to define the behavior and appearance of those components. • Build and format the visualization Add a combination of useful components (for example charts. or ranges of data in your Excel workbook. Another toolbar button creates the Flash file as well as an HTML document and folder structure that will display your Flash file in a web browser. Import the data source Always start with an Excel workbook populated with data from your corporate database. tables. you will add connections to a live data source (QaaWS. Connect the visualization Using the Xcelsius Data Manager. Users of BusinessObjects Xcelsius Engage Server 2008 will not have the option to interact with BusinessObjects Enterprise XI 3. FS Command. or Live Office Connections). rows. 3. macros. or ranges in your Excel workbook. 3. Flash Variables. LCDS Connections. Setting up a visualization with connected data When designing and deploying a connected Xcelsius visualization. Microsoft Word document. and externally linked cells. Design and build the visualization Build a dashboard by adding components such as charts or gauges to your visualization and bind each component to cells. Portal Data. Import the workbook into Xcelsius. Creating a Visualization—Learner’s Guide 5 . and maps) to your visualization and then bind those components to cells. your BusinessObjects Enterprise relational database. Use the property sheets to set alerts.To connect to other data sources. Other toolbar buttons will produce the Flash file and automatically embed that Flash file in a PowerPoint presentation slide. gauges. Outlook email message. Creating a visualization involves this design workflow: 1. Excel is only required at design-time. Publish the visualization By clicking a single toolbar button in Xcelsius. XML data. Avoid importing workbooks that include unsupported Excel functions. you start with the design workflow to build the dashboard.1. 2. Web Service Connection. or another data source. The only requirement for the end user is current version of the Adobe Flash Player.

4. 6 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .Once the connection is defined you will indicate the refresh rate and direct loading and idle messages to your visualization. Publish the visualization Connected visualizations allow users with the appropriate permissions to view visualizations based on live data.

Getting around in Xcelsius Introduction In this unit. After completing this unit. you will be able to: • • • • • • • • • • Use the Xcelsius interface Use the toolbars Use the Components Browser Use the Object Browser Use Property sheets Use the canvas Change the layout of the interface Use document properties Use global preferences Find help Using the Xcelsius interface The Xcelsius interface is composed of several independent elements: • • • • • • Toolbars Components Browser Object Browser Property sheets Canvas Embedded Excel workbook Creating a Visualization—Learner’s Guide 7 . you will learn about the Xcelsius interface and how to customize it to help speed your development of Xcelsius visualizations.

click New with Spreadsheet. click New and select one of the following options: • To create a new Xcelsius file with an empty embedded Excel workbook. click New. A new file is created in Xcelsius. • To create a new Xcelsius file and import an Excel file into the embedded Excel workbook.To create a new Xcelsius file • From the File menu. 8 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . and click Open. navigate to and select the Excel file in the Open dialog box.

Navigate to the appropriate location for the file. enter a unique name for the file. click Save As. To open an existing Xcelsius file 1. Creating a Visualization—Learner’s Guide 9 . 3. From the File menu. 2. click Open. In the File name field. 4. The file is saved and the title bar updates to reflect the specific name for the file. The Save As dialog box displays.To save an Xcelsius file 1. Click Save. From the File menu.

2. Standard toolbar Button Name Description New Open Save Print Create a new visualization. Open an existing visualization.The Open dialog box displays. Navigate to and select the Xcelsius file. Print the current visualization. Save changes to the current visualization. The file opens in the Xcelsius interface. Click Yes or No as appropriate. 3. Click Open. Note: If there is another Xcelsius file already open. you will be prompted to save that file before opening the new file. 10 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Using toolbars These toolbars contain all of the features that you will use most frequently when building visualizations in Xcelsius.

where you can create new and edit existing connections to other external data sources. The black crosshairs allow you to click in the canvas to add the component selected in the Components Browser. Manage connections Increase canvas Decrease canvas Fit canvas to components Creating a Visualization—Learner’s Guide 11 . The white arrow pointer allows you to click and drag components from the Components Browser to the canvas. Undo the last action. Note: Only one of the Selection Tool and the Component Tool buttons can be active at a time. Increase the size of the canvas by small increments. Component tool Import spreadsheet Specify an external Excel workbook to replace the default or current embedded Excel workbook to act as the data source for the visualization. Click to add a pre-selected component to the canvas. Repeat the last action that was undone. Toggle between one of two different cursor tools. Reduce the canvas to align with the edges of the components on it. Decrease the size of the canvas by small increments. Copy the selected components to the clipboard. Use this button to launch the Data Manager.Button Name Description Cut Copy Paste Undo Redo Selection tool Cut the selected components from the canvas. Paste any components on the clipboard to the canvas.

Export to Outlook Export to PDF Export to Business Objects platform Themes toolbar Button Name Description Change Theme Choose a theme from the Themes palette to apply to your visualization. 12 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Publish to SWF format and add the file as an attachment to a new Outlook email message. Users of BusinessObjects Xcelsius Engage Server 2008 will not have this option. Publish a visualization and add it to the BusinessObjects Enterprise. Publish to SWF format and embed the file in a new Word document. Publish to SWF format and embed the file in a new PDF document. Quickly re-arrange the screen using one of four preset configurations: • • • • My Workspace Canvas Excel Canvas and Excel Preview Preview the visualization to test the interactive behavior. Export toolbar Button Name Description Export to Powerpoint Export to Word Publish to SWF format and embed the file in a new PowerPoint slide presentation.Button Name Description Fit canvas to window Change windows layout Increase the window to its full size.

Align the right edge of selected components. Align the top edge of selected components. Align selected components horizontally through the middles of the components. Align the left edge of selected components. Unlocks grouped components so they can be moved individually. Ungroup components Align left Center horizontally Align right Align top Center vertically Align bottom Space evenly across Space evenly down Make same width Creating a Visualization—Learner’s Guide 13 . Make the selected components the same width relative to the first component in the selection.Button Name Description Colors Choose from an existing color scheme. Align selected components vertically through the centers of the components. Align the bottom edge of selected components. Horizontally distribute selected objects equal distances from each other. Vertically distribute selected objects equal distances from each other. Format toolbar Button Name Description Group components Locks components together so they cannot be moved individually. or create a custom color scheme.

To add a component to the canvas from the Components Browser. Send component to the bottom layer. Bring component to the top layer. that can be added to the canvas. gauges. all components can be viewed in an alphabetical list. Alternately. such as charts. then bound to data ranges and/or formulas from the Excel file. or click and drag. just click to select and click the canvas.Button Name Description Make same height Make the selected components the same height relative to the first component in the selection. The Components Browser contains all of the components available for building visualizations. Available components are grouped by category and can be viewed in an accordion style menu or a tree menu. Make same size Bring to front Send to back Bring forward Send backward Using the Components Browser Components are graphic objects. Bring a component forward one layer. You can view components by category: 14 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . or radio buttons. Make the selected components the same size relative to the first component in the selection. They are the building blocks of your visualizations. Send a component backward one layer.

Or in a tree menu: Creating a Visualization—Learner’s Guide 15 .

click the List tab. • To browse using a folder structure. The component is added to the canvas. 3. and release the mouse. and the property sheets update to display context-sensitive options for configuration. In the Components Browser. • To browse an alphabetical list of all components. Add the component to the canvas using one of the following methods: • Click the component in the Components Browser. drag it to the appropriate location on the canvas. 16 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . click the Category tab and click the appropriate heading to expand it or scroll through the list. 2. navigate to the appropriate component using one of the following methods: • To browse using an accordion menu. click the Tree tab and click the appropriate folder to expand it. click and drag the handles for the component to the appropriate proportions. • Click the component in the Components Browser. and then click the appropriate location on the canvas.Or in a list menu: To add a component to the canvas 1. To resize a component.

A check mark under the lock prevents changes from being applied to that component. click Hide in the toolbar. click the dot under the Hide button for the object. do any of the following: • • • • To hide or unhide all objects on the canvas. Examine the Object Browser shown. they reside on the top-most layer of the visualization. and rename them by right-clicking to access the secondary menu. To hide or unhide individual objects. You can use the Object Browser to select components so you can cut. bring forward. delete. ungroup. Objects at the top of the Object Browser list are closest to the canvas. To use the Object Browser • In the Object Browser.Using the Object Browser Once you have added components to the canvas from the Components Browser. group. Creating a Visualization—Learner’s Guide 17 . copy. those components are listed in the Object Browser. You can also place a check mark under the eye to hide the component so you can more easily work with other components. To lock or unlock all objects on the canvas. New components are added to the bottom of the Object Browser list. click Lock in the toolbar. paste. move back. To lock or unlock individual objects. Therefore. click the dot under the Lock button for the object. Note that all four components in the visualization appear in the Object Browser.

After you have added all of your components. click Increase canvas. To resize the canvas • On the standard toolbar. This functionality is available for charts only. Use the Drill Down Property sheet to enable the ability to drill into a component to get more data. Property sheet Purpose General Use the General Property sheet to bind the component to the data in the embedded Excel workbook. You can also change the actual size of the canvas through the File menu. Use the Alerts Property sheet to color-code performance indicators. select the object and click Delete in the toolbar. Drill Down Behavior Appearance Alerts Using the canvas Only components on the canvas are active and part of your visualization. do any of the following: • To increase the canvas size. it must be configured using options on a Property sheet. 18 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . it is a best practice to resize the canvas relative to the components on it. Use the Appearance Property sheet to apply formatting to individual components. There are five Property sheets which allow you to specify options that change the functionality of the components on your canvas. • To delete an object. You have several options for resizing the canvas. This functionality is not available for all components. select the object and click the up or down arrow. Th Use the Behavior Property sheet to set limits on numeric values and enable dynamic visibility.• To change the order of an object relative to other objects. Using the Property sheets Once a component has been added to the canvas. You can access Property sheets by double-clicking on the component or right-clicking the component and selecting Properties from the context menu.

click Fit Canvas to Components. move the cursor over the docked pane to display it and click the Auto Hide icon again. The canvas size adjusts as specified. Once an element is docked. Canvas. Creating a Visualization—Learner’s Guide 19 . • To decrease the canvas size. • To hide a window. and Properties window) using the docking. click and drag the title bar away from its fixed location to change it to a floating palette. click Quick Views and select the appropriate layout. click Decrease canvas. • To resize the canvas to the dimensions of the components on the canvas. you may choose to Auto-hide the element so that it only appears when you hover over the minimized button at the edge of the screen. Object Browser. and quick view features of Xcelsius 2008. click and drag the title bar of the floating palette to the location and release the cursor over the appropriate docking point. Changing the layout of the interface You can arrange the elements of the screen (Component Browser. click the Auto Hide icon ( ). • To apply a Quick View. • To unhide a window. • To resize the canvas to the dimensions of the canvas pane in the Xcelsius interface. • To dock a window. from the View menu. Note: The canvas is decreased in increments of five pixels in all directions each time you click the button. Use the Quick View feature to jump to one of several preconfigured layouts.Note: The canvas is increased in increments of five pixels in all directions each time you click the button. auto-hide. Any customizations you make to the layout will be retained when you exit and return in a future session. To change the layout of the interface • Do any of the following: • To undock a window. click Fit Canvas to Window. Docking allows you to fix the location of different elements or allow them to float independently.

The Document Properties dialog box displays. • To define a custom size for the canvas. or enter an optional description of the visualization. You can adjust the canvas to a preset or custom size. Xcelsius visualizations that use embedded fonts are not dependent on the fonts installed on the local machine but are considerably larger than visualizations that use device fonts (non-embedded). 20 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . it is recommend that you avoid using embedded fonts. 2. To change document properties 1. While you can use Embedded Fonts for Xcelsius 2008. click Document Properties. change default font size.Using document properties The Document Properties dialog box modifies the properties of the active visualization. select the Preset Size option and select the appropriate size from the associated drop-down list. To define the canvas size. From the File menu. do one of the following: • To use a predefined canvas size. for best results use Global Fonts.5. Device fonts are non-embedded fonts that depend on the local machine to render the font. Xcelsius visualizations use non-embedded fonts by default and each component can use a different font. select the Custom Size option and enter the width and height in pixels in the associated fields. If working with a visualization migrated from Crystal Xcelsius 4.

select the Use Device Fonts (Fonts will not be embedded) option. select the Use Embedded Fonts option. To use a global font. • On the Language tab. Choose one of the following options: • To not embed the font. 5. Select the Use Global Font check box.3. grid dimensions. In the associated drop-down list." • On the Open tab. select the desired font. you can enable Live Office Compatibility. • On the Excel Options tab. Creating a Visualization—Learner’s Guide 21 . Using global settings You can modify the global default preferences in the Preferences dialog box. • On the Grid tab. • To embed the font. you can select a default language for Xcelsius 2008. c. enter the text in the Description pane. and colors. you can modify global settings for grid visibility. hide the Switch To/Retry dialog box. and limit the number of rows in a formula or component binding. you can modify global settings for the canvas. To add a description to the document. or have Xcelsius remember the last folder you used. do the following: a. 4. you can specify a specific folder to use when opening visualization files. Click OK. and object "snap-to. • On the Document tab. themes. b.

3. From the File menu. To use the Quick Start wizard 1. The Quick Start pane displays in the interface. • Context-based help movies Clicking in a property sheet will play a context based help movie that walks you through concepts related to the property. Change the settings as desired. • To view videos. click Preferences. • To view a tutorial on how to create a model. 4. click Xcelsius Help. click the Learning Center link. select Quick Start to show or hide the Quick Start Wizard which contains Quick Start tutorials. click the Quickstart Tutorial link. From the Help menu. Click OK. • To view information on related products. From the Help menu. tutorials. Click the appropriate tab. click the Learn More link. 2. 2. Do any of the following: • To view a brief explanation on how to create a model. The Preferences dialog box displays. • Xcelsius Help From the Help menu. click the Templates link. select Xcelsius Help to display a searchable HTML version of the Xcelsius 2008 User Guide. click Quick Start. The Xcelsius 2008 User Guide dialog box opens in a browsable format. 22 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Finding help There are several sources of help in Xcelsius: • Quick Start From the Help menu. and other resources available through the Diamond Technical Community. click Start: Zero to "wow" in 5 minutes. To view help topics 1.To change global preferences 1. • To download samples and demos from the Business Objects website.

2. Creating a Visualization—Learner’s Guide 23 . • To search for a help topic directly. select the help topic you want to view. if you enter more than one word to search for. click List Topics. and click Display. expand the branches of the tree. and select the help topic you want to view. Note: Keep in mind that. click the Content tabs. and click Display. enter the keywords in the Type in the word(s) to search for field. The help topic displays in the pane on the right. click the Index tab. the list includes topics that meet any of the search terms. Do any of the following: • To browse help topics in tree format. • To browse an alphabetical list of help topics. select the help topic you want to view. click the Search tab. scroll through the list.

Designing your Excel workbook Xcelsius uses an Excel spreadsheet to serve as the mechanism for mapping data and formulas to the components in Xcelsius.Working with your Excel workbook Introduction In this unit. Data Model 24 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . you will be able to: • • • • • • • • • • Design your Xcelsius visualization Design your Excel workbook Work with your Excel workbook Apply best practices to your Excel workbook Choose a component based on your data Prepare to build a model Replace the embedded Excel workbook Copy cells to the embedded Excel workbook Use recommended Excel functions Recognize unsupported Excel functions Designing your Xcelsius visualization There are several questions that you should answer before you launch Xcelsius. After completing this unit. you will learn how to design your Excel workbook to efficiently design and build Xcelsius visualizations. Microsoft Excel has an enormous user base and is easy to use. The answers have a significant impact on how you design your Xcelsius visualizations: • • • • • • Who is providing the source information? Who will be the audience for the completed visualization? What information are you trying to convey from the source data? What decisions or actions will be driven from the visualization? How will the visualization be distributed? How often will the visualization be refreshed with new data? Tip: Design your model by first sketching it on paper. There are three key benefits that Microsoft Excel provides when embedded inside Xcelsius 2008: 1. Retain this sketch during the creation of your Xcelsius visualization to help speed development and illustrate flaws in your design as early as possible.

You can also pull in highly aggregated data from external sources. 2. it also provides a calculation engine. Calculation Engine In addition to Microsoft Excel having a very familiar and flexible formula language. we get a data change event. Note: Users of BusinessObjects Xcelsius Engage Server 2008 do not have this option. it allows you to configure connectivity to data from BusinessObjects Enterprise or any other external XML-compliant live data source to connect directly to your published SWF visual (visualization). In addition. Creating a Visualization—Learner’s Guide 25 . Once the visualization is deployed. Once the visualization is exported to a SWF file format. The visualization is completely self-contained. so there is no need for a database. it relies only on the external data source for live data connectivity. 3. Eventing Model When a cell changes. This event is primarily used to instruct Excel to recalcuate cell values. Excel and Xcelsius are no longer needed: they are tools used only during design time. XML. and does not rely on either Excel or on external data sources once it is exported to a SWF file format. including Web services. A connected visualization also uses the formulas and metadata from Excel. and databases. A visualization with embedded data uses only the data and formulas from the original Excel file.You can enter highly aggregated data directly into the spreadsheet and visualize it. but this data change event can be used to kick off other processes too.

consider the following: • Only one Excel workbook can be embedded into your Xcelsius model at a time. • Color-coding cells and ranges in your embedded Excel workbook can assist you in identifying the functions that specific cells serve in your model when binding components to ranges.Working with your Excel workbook The design of the Excel spreadsheet can hamper or facilitate success with your Xcelsius model. ensure that you have included the correct formulas in your Excel file. 26 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . The workbook may contain multiple spreadsheets. • If you plan to include interactivity as part of your model to perform "what-if" analysis. When setting up your Excel workbook.

• Xcelsius 2008 supports moving bound data ranges. However. Tips for working with Excel. If only part of the range is moved and you want the new location referenced. Although you can open a second instance of Excel. this action is not read as an event by Excel. simply select the range and move it to its new location. make your updates in the Xcelsius 2008 embedded spreadsheet and then export the data to an Excel spreadsheet. Xcelsius 2008 retains the new information and references the new range. • You can copy and paste cells between Xcelsius 2008 and Excel. • The embedded spreadsheet allows you to change the sort order of your data.Tips for working with the embedded Excel workbook: • Although the embedded spreadsheet is a fully functioning Excel spreadsheet. Xcelsius 2008 does not support macros. and then open your Excel files using the Windows Explorer. • Xcelsius 2008 opens an instance of Excel that runs in the background. but conditional formatting of cells is not retained. Creating a Visualization—Learner’s Guide 27 . not all Excel functions are supported. An update can also be forced by rebinding the range in the component. • Imported data overwrites all data in the current embedded spreadsheet but the components retain their cell-binding locations. and as such does not prompt Xcelsius to update in design mode. The new sort is reflected in Preview mode or the exported visualization. For instance. and some formula functions. If you need to use Excel and Xcelsius 2008 files simultaneously. you cannot copy formulas between the instances. conditional formatting. if only part of the range is moved. you must open the component's Properties panel and rebind the cell reference to the new location. However. Excel values and formulas can be copied into Xcelsius 2008. the bound cell reference remains the same. • If you need to keep Excel and Xcelsius 2008 files synchronized. first open Xcelsius 2008. if your chart source data range needs to be moved down a row to fit in the title.

who defined the key performance indicators and any other info that would reduce the learning curve for others who will use this data in the future.• Xcelsius 2008 imports Excel files by copying the spreadsheet data and inserting the data into the Xcelsius 2008 embedded spreadsheet. prepare the necessary summaries in advance and include those summaries on their own worksheet in your embedded Excel workbook. • Divide data by type and store each type in its own worksheet. where the dashboard is. So it is a good idea to start with the empty spreadsheet that is embedded within Xcelsius 2008. The embedded Excel workbook is saved when the XLF model is saved using the Xcelsius Save functions. These disabled buttons are functions that are handled by Xcelsius. • Most components need summary data to be useful. • Do not manually enter content that could otherwise be automatically retrieved from a data source using a query. and borders to identify data types. and calculations at the top of your spreadsheet. • Logical content should flow in a rightward direction. • You can add Excel functionality to the embedded Excel workbook by right-clicking any Excel toolbar and adding the toolbar with the desired functions. 28 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . when multiplying columns the factored columns should be to the left of the product column. you can see your default toolbars. yellow = destination ranges and light green = formulas. destination cell ranges (where the data goes. it is no longer linked to the original Excel spreadsheet. Applying best practices to your Excel workbook design These Excel best practices for organizing data and facilitating usability will save you time: • Keep data in contiguous. using color or numbers) and display cell ranges (what data is displayed by the component). tabular (row or column) format. For example.Using the empty spreadsheet will also reduce the risk that you use Microsoft Excel functions or plug-ins that Xcelsius 2008 does not support. Xcelsius 2008 does not support using spreadsheets that have links to otherspreadsheets or have macros in them. • When working with financial data. Start with three worksheets and name them logically (for example raw data. Any changes you make to the original Excel file do not appear in the embedded Excel workbook. When you bind Xcelsius components to data from your workbook. Once data is imported. In addition to the disabled buttons. • Start with an empty workbook. labels. Toolbar buttons not related to working with the data are disabled (Save. Print. Open. you'll spend less time scrolling and hunting if you place frequently used ranges and calculations at the upper-left part of your workbook tab. • Keep the most frequently used destination ranges. and so on.). nor do any changes to the embedded spreadsheet appear in the original Excel file. • If you are using Excel 2007. • If you are using Excel 2003. selectors. spreadsheet information). the drop-down menus are disabled in the ribbon. The spreadsheet should only contain visual indicators of query ranges. aggregated data. For example. you can see the ribbon displayed at the top of the program. • Use colors. titles. break out revenue and expenses. • Include a legend of colors used.

For more information on Xcelsius 2008, including best practices, forums, and white papers, refer to the following Web sites. Xcelsius 2008 Features http://www.businessobjects.com/product/catalog/xcelsius/ Xcelsius 2008 SAP Community Network https://www.sdn.sap.com/irj/sdn/crystalreports-xcelsius Business Objects Webinar Series https://www.sdn.sap.com/irj/scn/businessobjects-webinars Other useful sources of information for Xcelsius 2008 on the Web: Interactive Data Visualization blog by Ryan Goodman: http://ryangoodman.net/blog/ The Xcelsius Journal: http://www.xcelsiusjournal.com/ DataPig Technologies Xcelsius Tips and Tricks (Crystal Xcelsius 4.5): http://www.datapigtechnologies.com/XcelsiusMain.htm

Replacing the embedded Excel workbook
When you create a new Xcelsius model, it initially has a blank Excel workbook embedded in the model. You can add data and formulas directly to the embedded Excel workbook, or you can replace the blank embedded Excel workbook with a copy of another external Excel workbook. Keep in mind that, once you replace the embedded Excel workbook with a copy of an external Excel workbook, the data is a copy and is no longer connected to your original Excel workbook. The imported Excel file becomes a snapshot of all data, formulas, and formatting from your original Excel workbook, and the workbook is embedded in the XLF file. Later, you can replace the embedded workbook again. However, you may lose any bindings that you currently have to components in the canvas if your worksheets are renamed.

To import content into the embedded Excel workbook
1. On the standard toolbar, click Import Spreadsheet. Tip: A warning message may appear to indicate that any changes to the embedded Excel workbook will be overwritten. To avoid this prompt in the future, select the Don't ask me again check box and click Yes to proceed. The Open dialog box displays. 2. Navigate to the location of the Excel file. 3. Select the file to be imported. Excel files (.xls, .xlsx) are the only type of file you can import using this process. 4. Click Open.

Creating a Visualization—Learner’s Guide

29

The contents of the source spreadsheet are imported into the embedded Excel workbook for the Xcelsius file. Note: You can make changes to the contents of the embedded workbook because the Xcelsius file is not connected to the original spreadsheet. If you re-import the original spreadsheet, any changes you have made to the embedded content will be overwritten.

Copying cells to the embedded Excel workbook
If the data or formulas change, you can update your data by either re-importing the external Excel workbook and replacing the embedded Excel workbook. Alternately, you can copy cells from an external Excel workbook and paste them directly into the embedded Excel workbook in the Xcelsius interface. You can also copy cells from the embedded Excel workbook in one instance of Xcelsius to the embedded Excel workbook in another instance of Xcelsius.
Note: After you have bound components to a range of data in the embedded Excel workbook, you can move data - and the component bindings will automatically update to reflect the new location of the data.

To add content to the embedded Excel workbook
• Do one of the following: • Manually enter the content in the embedded Excel workbook. • Copy the content from an existing spreadsheet and paste it into the embedded Excel workbook.

Using recommended Excel functions
Xcelsius supports most Excel functions. Several commonly used Excel functions are: • vlookup • hlookup • match • if • if or • if and • concatenate • index Although supported, the sumif and countif functions may slow the performance of your Xcelsius model. Using a combination of the index and match functions can accomplish the same result more efficiently. Using a selector component with the Insert Filtered Rows option is more effcieint than using Excel's lookups functions.

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BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide

To see the list of Excel functions that are supported by Xcelsius 2008, search for Supported Excel Functions in Xcelsius Help (Press F1 or select Xcelsius Help from the About menu). Database functions such as dsum and dcount may also slow the performance of your Xcelsius model. To view a full list of Excel functions that Xcelsius supports, consult the Xcelsius 2008 User Guide.

Recognizing unsupported Excel functions
While Xcelsius does support most Excel functions, some functions are not supported. These functions are not supported in Xcelsius: • is • dlookup These Excel features are not supported in Xcelsius: • Macros • Conditional formatting • Pivot Tables • Filters • Excel Connectivity • Excel Add-Ins All of the Microsoft Excel functions (logic) are compiled into Adobe Flash at preview or export time. Certain Microsoft Excel functions perform better on smaller data sets (tens of rows) when compiled as Adobe Flash, so wherever possible avoid using the following functions on larger data sets. If you must access larger data sets, have the server or database perform the aggregation on the server side. Here is a list of the Microsoft Excel functions that you should try to avoid using unless your data is set small (tens of rows): • • • • SUMIF COUNTIF HLOOKUP VLOOKUP

Creating a Visualization—Learner’s Guide

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Visualizing data with charts
Introduction
In this unit, you will learn about Xcelsius and the benefits of producing presentations with Xcelsius. After completing this unit, you will be able to: • • • • • • • • Use charts for visualization Choose a chart type Add a dual axis to your chart Take advantage of dynamic labels Use data in ranges Use data in a series Define category axis labels Anticipate future data by ignoring end blanks

Using charts for visualization
Charts are one of the most powerful ways to convey a large amount of data in a meaningful way. There are multiple charts in Xcelsius. Part of maximizing the tool is effectively utilizing the charts available to you. Charts can also use a secondary axis for visualizations.
Category Example

Linear Multi-dimensional trends Comparative analysis Distributions OHLC

Line chart, Area chart XY chart, Bubble chart Bar chart, Stacked bar chart Pie chart, Radar chart OHLC chart, Candlestick chart

Choosing a chart type
Charts can be used to display ranges of data. The following types are available:

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BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide

OHLC chart An OHLC chart is used primarily to display stock data. Each marker corresponds to the four stock price values. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart. Creating a Visualization—Learner’s Guide 33 .or multi-line chart is ideal for showing tendency over a period of time. Use this chart in models that emphasize a trend line or a continuing sequence of data. Pie chart A pie chart represents the distribution or participation of each slice (item) over a certain total that is represented on the overall value.Line chart A single. which are represented as lines attached to the marker.

or multi-column chart is ideal for showing and comparing one or more items over a period of time or in a specific range of values.which are represented as colors. and close .open. high. Column chart A single. low.Candlestick chart A candlestick chart is used primarily to display stock data. 34 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Each marker corresponds to four stock price values . The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

Creating a Visualization—Learner’s Guide 35 .Stacked column chart A stacked column chart allows you to compare several variables over a period of time by adding one dimension on top of another. Stacked bar chart A stacked bar chart allows you compare several variables over a period of time. These types of charts are ideal when comparing several variables over a period of time. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.or multi-bar chart is ideal for showing and comparing one or more items over a period of time or in a specific range of values. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart. Bar chart A single. Stacked bars allow you to compare one or more variables by adding one variable to another. These types of charts are ideal when comparing several dimensions over a period of time.

36 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . and a Z value to represent the item size. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.Combination chart A combination column and line chart is ideal for displaying a range of values and a trend line for those values. It has an X axis and a Y axis to represent the item location over the chart area. Bubble chart A bubble chart is a powerful analytic tool that lets you compare a group of items or series based on three different parameters.

The usual area charts are enhanced in Xcelsius with transparency effects. The Dual Axis features allow you to plot a series on either the Primary or Secondary axis with this chart. The XY chart shows each data point as a result of the intersection of X values and Y values. Area chart An area chart is a variation on the line chart where the area below the line is filled in to give greater impact to the visualization. Stacked areas allow you to compare one or more variables by adding one variable to another. which make them a very effective visualization for comparing trends. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.XY chart An XY chart displays data that requires two dimensions to complete the analysis. Creating a Visualization—Learner’s Guide 37 . Stacked area chart A stacked area chart allows you to compare several variables over a period of time. These type of charts are ideal when comparing several variables over a period of time.

Filled radar chart A filled radar chart allows easy comparison of values in a radial layout. 38 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . with the center area filled in for greater visual impact.Radar chart A radar chart allows easy comparison of values in a radial layout.

You can use the Dual Axis feature on these charts: • • • • • • • • Line chart Column chart Stacked column chart Bar chart Stacked bar chart Combination chart Area chart Stacked area chart Creating a Visualization—Learner’s Guide 39 . Charts with a dual axis can also be used to visualize two units of measure on one trend line.Adding a dual axis to your chart Charts with a dual axis are used to visualize two trend-correlations between two unique measures.

and they are available only in rare situations. Using data in ranges A chart component displays data by series. For example. If you enter the value manually. or Xcelsius creates the series automatically by row or by column from a range of contiguous cells that you specify. changing the information in the source file and re-importing it does not have any effect on those properties. These are known as static data sources. you can manually enter values like the labels and titles for a component. It is always a best practice to bind labels and titles to a cell in your embedded Excel workbook. provided the cell reference hasn't changed. 40 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . and columns in the source file. Note: Some fields are never updated.Taking advantage of dynamic labels and titles When you define the properties of a component. such as the display status key for dynamic visibility. This data can be read either by row or by column. rows. rather than specifying them manually. a crosstab of data looks differently based on the orientation. You can manually create the series. even if the source file is re-imported. or you can bind these elements to specific cells. Binding labels to cells ensures that your components are updated if you re-import the source file.

Here. Click and drag the appropriate chart type from the Components Browser to the canvas. the same data is oriented by columns: To insert and configure a chart component with a data range 1. Creating a Visualization—Learner’s Guide 41 . the data is oriented by rows: Here.

The Property sheets change to reflect the configurable properties for the chart. Category (X) Axis. On the General property sheet. 42 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . which provide labels for the chart. Select the By Range option. and click OK. for the Chart. 3. type the titles in the appropriate fields. Subtitle. click the button to the right of each field to activate the Select a range dialog box. select the cell. do one of the following: • To manually enter labels. 2. • To bind the labels for the chart to the values in specific cells. and Value (Y) Axis fields.

4. Resize the chart and the canvas as required and preview the model. Import the data in the Chart_Range. 3. Bind the column chart to the data range containing the gross sales for 2007. Xcelsius automatically creates series for the data based on the cells you select. Click Preview. 5. In the embedded workbook. select the range of cells that contains the appropriate values. Click the button to the right of the field associated with the By Range option to activate the Select a range dialog box. Create a new Xcelsius document and save it as GrossSales2007. It can be a single column or row.xlf . Add a column chart to the canvas and enter or bind the titles to the data as appropriate. 6. but all of the data must be located together. 8. or multiple columns or rows.xls workbook from the Activity_Resources folder into GrossSales2007. The chart now displays the actual values from your source file.The restriction on using a data range is that all of the data that you want to represent in your chart must be located in a contiguous block in the Excel file. You should have five series based on the data range. 2. Tip: Make sure to include the monthly headings so that category labels are automatically created. Click OK. 5. If you are dealing with multiple columns or rows. Creating a Visualization—Learner’s Guide 43 .xlf. 7. Select the Data in Rows or Data in Columns option as appropriate. 4. Activity: Setting up a chart with a data range Objective • Bind a chart to a contiguous block of data Instructions 1.

try to set up your data so that you can use a data range instead of defining the series one at a time. You can create the series by adding one row or column at a time. This is essentially the same process as selecting a data range. It's a good way to streamline the process of developing your models. 44 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Using data in a series If your data is not in a contiguous block. Compare your visualization to SOLUTION_GrossSales2007. Save your changes. If possible.Your model should look similar to this: 6. you will need to create each series manually.xlf in the Activity_Resources folder to check your work. except that the data does not need to be in a contiguous block of cells.

and Value (Y) Axis fields. select the cell. Select the By Series option. For the new series. the abbreviations for each month used as category labels would be found in the cell range at Sales!$B$16:$M$16. Subtitle. for the Chart. 2. 9. 8. select the cell that contains the name of the series. 6. Click and drag the appropriate chart type from the Components Browser to the canvas. In the example above. the category axis labels would be the time increments reflected in the data on the horizontal (X) axis. 5. do one of the following: • To manually enter labels. In the embedded workbook. if you were showing a line chart displaying sales over time. You cannot define the category axis labels until you have specified at least one data series for the chart. Once the option is enabled. On the General property sheet. Click + to add a series. 3. In the embedded workbook. Creating a Visualization—Learner’s Guide 45 . These labels are used to provide context for the data displayed in the chart. and click OK.Defining category axis labels Category axis labels are the values represented along the X axis of a chart. For example. Click the button to the right of the Values (Y) field to activate the Select a range dialog box. To insert and configure a chart component with a data series 1. click the button to the right of each field to activate the Select a range dialog box. select the range of cells that contains the values for the series. type the titles in the appropriate fields. Click OK. 7. 4. Category (X) Axis. • To bind the labels for the chart to the values in specific cells. The Property sheets change to reflect the configurable properties for the chart. which provide labels for the chart. you can define the labels by using the cell selector button to the right of the Category Labels(X): field to select a range of cells from your Excel file that will label your horizontal axis. click the button to the right of the Name field to activate the Select a range dialog box.

In the embedded workbook. Resize the chart and the canvas as required and preview the model.Click the button to the right of the Category Labels (X) field to activate the Select a range dialog box. 2007. For the line chart. Activity: Setting up a chart with a data series Create a line chart to display Gross Sales in January for the last three years for all regions. 11.xls spreadsheet into the new document. 6. Import the Chart_Series.Click OK. 2. 12. 5. Bind the category axis labels to the regions. Bind each series to the January data for all regions. Add a Line Chart to the Canvas and enter or bind the titles to the data as appropriate.xlf. select the range of cells that contains the appropriate values. 14. 15.Click OK. create three series for 2006.10. 13.Repeat steps 4 to 11 for each series. 4. and 2008.Select the Primary Axis or Secondary Axis option to determine which axis to plot the series on. or copy and paste the data on January Gross Sales for all three years into the embedded workbook. Create a new Xcelsius visualization and save it as JanuaryGrossSales2006-2008. 3. Objective • Bind a chart to multiple blocks of data Instructions 1. The chart now displays the actual values from your source file. 46 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

you can use this method to automatically create each series by using the cell selector beside By Range to identify where the series data resides. Deciding when to use a range and when to use a series Depending on your needs. you can use this method to automatically create each series by using the cell selector beside By Range to identify where the series data resides. Anticipating future data by ignoring end blanks If you capture data periodically and are anticipating more data in the future. you may choose one of these three methods: • Method 1 By Range: If you have a contiguous block of data .Your model should look something like this: 7. • Method 3 By Series: Use By Series to add each series manually. you'll switch to By Series and manually name each series and manually labeling your category labels. you can create a range that includes the cells in your workbook where that data will reside. • Method 2 Hybrid: If you have a contiguous block of data . Once the series are created. Xcelsius will automatically names the series and label the categories using column headers and row headers. you can use Creating a Visualization—Learner’s Guide 47 . You'll also need to manually name each series and label your categories. Compare your visualization to SOLUTION_JanuaryGrossSales2006-2008. Save your changes.xlf in the Activity_Resources folder if you need to check your work. Then.

• To suppress any series that do not contain actual values.xlf. Bind the chart to the data range that contains the number of orders for all months in 2008. This eliminates the need to update the chart's binding each time you capture new data. select Ignore Blank Cells "In Values" for the missing data in your series. select the In Values check box. Tip: Make sure to include the monthly headings so that category labels are automatically created. For example. Note: This option is only available for multi-series charts. under Ignore Blank Cells." To ignore end blanks in a chart • On the Behavior property sheet for a chart. The missing values are suppressed in the chart display. Objective • Ignore end blanks in a chart Instructions 1. select the In Series check box. 48 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 2. or copy and paste the data on Number of Orders for 2008 into the embedded Excel workbook. To ignore an entire series. 4. select "In Series.xls spreadsheet from the Activity_Resources folder into the new visualization.an option called "Ignore Blank Cells" to have the chart ignore those blank cells until they are populated with data. Add a stacked column chart to the canvas and enter or bind the titles to the data as appropriate. Set up the chart to accommodate when new data is updated in the spreadsheet. if you have a spreadsheet that captures data on a monthly basis but the values for November and December are not yet available. select either of the following options: • To suppress any missing values in the chart. 3. Activity: Setting up a chart to ignore end blanks Create a stacked column chart to display the number of orders in 2008 for all regions. Create a new Xcelsius document and save it as NumberOfOrders2008. Import the Chart_End_Blanks.

Resize the chart and the canvas as required and preview the model. On the Behavior property sheet.xlf is included in the Activity_Resources folder if you need to check your work. configure the chart to ignore blank values.5. Creating a Visualization—Learner’s Guide 49 . Your model should look something like this: 7. Save your changes. A solution file called SOLUTION_NumberOfOrders2008. 6.

Understanding single value components As the name suggests. are intended to be bound to cells that contain the values that affect formulas. you will learn about Xcelsius features and components. Some components can be used for one purpose only. Input components like sliders and selectors. which allows you to perform "what-if" analysis. After completing this unit. They can be used to show values or the results of formulas in a dynamic way (that is.Using Xcelsius components Introduction In this unit. it can affect the output values of other components based on the formulas you use. You can use these components to add interactivity to your models. but you cannot change the values in such a component directly. on the other hand. If the value in this cell is referenced by a formula where the result of the formula is displayed 50 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Output components like charts and gauges are intended to display data only. while others can both receive input and display output. Any cell containing a formula is automatically considered to be output. you can hover your mouse over an output component to see the related values). you will be able to: • • • • • • • • • • • • • • Understand input and output Use single value components Understand single value component types Work with percentages Use play options Use the image component Use containers Understand and set up alerts Understand other component types Understand text component types Use the History and Calendar components Understand the Trend Analyzer Add a Print and Reset button Use Web connectivity component types Understanding input and output components Within Xcelsius. a single value component is bound to a single cell within the Excel file. components are intended for two purposes: displaying output and receiving input. When a user changes the value in one of the single value components.

Gauge This represents a single value output and illustrates where the value lies within a range.in a chart or other component in your model. Using single value component types You can use single value components to display output or to enter input to add interactivity to your models. you should not bind it to a cell that contains a formula – if you do. Some single value components can also be used for output. Note: Unless you are using a single value component for output only. Dial This represents a variable that can be modified to affect other components in the form of a mechanical dial. however. most users only recognize it as an output component. The gauge should only be used to show output values. as on a car dashboard. though it can be set up for input if you activate the play options. Here are some examples of single value components: Slider This represents a variable that can be modified to affect other components in the form of a bar with a marker that you can slide up and down to change the value. you can manipulate the single value component to determine what happens to the displayed output. The maximum and minimum values for these single value components can be manually adjusted on the General property sheet. you cannot change the value it displays. Creating a Visualization—Learner’s Guide 51 . to read an existing value in a cell. such as the gauge and the progress bar.

Value This represents a single cell of your Excel file. Users can interact with the spinner by clicking the up and down arrows to increase or decrease the value. Spinner This represents a variable that can be modified to affect other components. This can also be used as input if you activate the play options. while the buttons on the outside jump back or ahead to the next increment. Play control This increases the value of a cell in your model systematically.Progress bar This represents a value that changes and fills the progress bar area depending on its value. The buttons next to the play button speed up the process of scrolling forward or back through the values. You can click and drag up and down or double-click and manually enter a value. 52 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Click and drag the appropriate single value component from the Components Browser to the canvas. To insert and configure a single value component 1. or by entering a value into the text box.

Refer to the online help for assistance in determining how to configure each type of component. Xcelsius requires that you enter the decimal equivalent of the percentage. select the cell. Select any additional options for the component.75. click the button to the right of each field to activate the Select a range dialog box. You must: • Set the required minimum and maximum limits for the component between 0 and 1 (any value above 1 will be higher than 100%). Creating a Visualization—Learner’s Guide 53 . this is not the case for all components. do one of the following: • To manually enter the values. 3. as required.The Property sheets change to reflect the configurable properties for the single value component. Note: Most single value components include a Title field and a Data field. Note: The options available depend on the type of component. However. type the values in the appropriate fields. For example. you must configure several settings for percentages. 75% would be entered as 0. and click OK. Working with percentages When working with percentages. 2. • To bind the values for the component to the values in specific cells. To avoid the incorrect behavior in your single value component. On the General property sheet. for each required field.

For example. 54 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .25.• Define the increment size in decimal format. To increment the slider by 1% at a time. select Percent. • Define the number format for values as Percent. set the required increment size. to set a minimum limit of 25%. enter the decimal value . c. select the Value option. do the following: a. On the General property sheet for the component. On the the Text tab of the Appearance property sheet. enter the decimal value . In the Number Format drop-down list. set the required minimum and maximum limits using a value between 0 and 1. To use percentages in a single value component 1. On the Behavior property sheet. enter the decimal value 1. 3. 2. b. enter 0. In the Decimal Places field. In the table. To set a maximum limit of 100%.01.

you can activate play options. under Interaction Options. which starts playing at the lowest number again once the highest value has been reached. Play options allow you to change your input values automatically within a given range.Using play options For some of the single value components. you can also set up related options. Once you have enabled the play button for the component. On the Behavior property sheet for a single value component. Creating a Visualization—Learner’s Guide 55 . Play options can be used to turn output components such as the gauge or progress bar into input components. such as Auto Replay. To set up play options 1. select the Enable Play Button check box. Note: Play options are not available for the dual slider or the spinner. You can also extend the amount of time it takes to play through the entire range to make it easier for users to see changes in the output components.

The biggest advantage is that the model doesn't need to be re-published if the graphic or animation changes. During runtime. The image component can be used with these file formats: • • • • • JPG PNG GIF BMP SWF Some options available when working with the image component are: • Linked files During the creation of your model.2. it becomes part of the completed model so you can publish and distribute your model as a standalone file which provides faster performance if you couple the graphic with dynamic visibility. enter the amount of time during which the single value component plays from the minimum limit to the maximum limit. indicate the URL to your image. select the Auto Replay check box. Using the Image component Use the image component to add graphics. You cannot change the location of the image once it is published or else the SWF will not be able to find the image and it will not be able to load that image. The file size of your model will be smaller with linked files. Xcelsius will generate a sub-folder with the same name as the SWF during export and put the image in that folder. select the Auto Rewind check box. select either of the following options: • To automatically reset the single value component back to the minimum limit once it reaches the maximum limit. You can also add another Xcelsius model into your model. custom JPG backgrounds and SWF animations to your presentations. • Embedded files If you choose to embed a loaded image. Note: If you link to an image file. the image is loaded from that location. Update the graphic in its external location and your model will display the new graphic during runtime. which reduces the loading time. • Block Mouse Events 56 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 3. If desired. • To automatically restart playing through the values. logos. In the Play Time (seconds) field.

• To hide the background color of the SWF so that the components behind it are visible. The Property sheets change to reflect the configurable properties for the component. you should select this option prior to importing the image. • To change the transparency level of the background. Click Open. 3. users can still click and activate controls even though they are hidden beneath other components. • To embed the images in the Xcelsius file so that connectivity is not required. 2. Click and drag the image component from the Components Browser to the canvas. • To prevent actions related to the background. select the Block Mouse Events check box. This means you can create a custom button by layering a background component on top of a toggle button. Creating a Visualization—Learner’s Guide 57 . select the Resize Image to Component check box. 4. If you do not want the control active. icon. and resizing the components as appropriate. or manually enter the percentage in the associated field. the Block Mouse Events setting will disable the controls below the image component. The Open dialog box displays. 5. Click Import. select the Hide SWF Background Color check box. Note: You cannot embed another Xcelsius SWF file. click and drag the Transparency selector to the appropriate level. or check box.When layering components in your model. To insert and configure an image or animation 1. Navigate to and select the image or animation. select the Embed File check box. • Transparency Use this slider to determine the transparency of the animation or image file. Note: Ideally. Do any of the following: • To resize the image based on the size of the component.

to add more tabs. do the following: a. 4. On the General property sheet. 3. click and drag the component into the container. You can also define how the thresholds are calculated and specify the formatting that is applied when those thresholds are achieved. click OK. specify a percentage of a value. a table) that is larger than the space available on the screen. Tab Set The tab set container allows you to layer components directly on top of one another. Select the tab. On the canvas. type the value in the Title field. and click OK. b. A panel container is very useful when trying to display a single component (for example. and repeat steps 2 and 3. You can set your own threshold values. click the button to the right of the Title field to activate the Select a range dialog box. The panel container also allows editable groups without using the properties window. or bind the threshold values to cells in your embedded Excel workbook. Panel Container The panel container groups components into a single scrollable container. To add components to a container 1. for the Title or Label field. Understanding alerts Alerts are color cues that you add to components to describe the value as it compares to a target value. When the value falls within the threshold range for that alert. Click and drag the container from the Components Browser to the canvas. A tab container is very useful when trying to display several large components that do not need to be visible at the same time. • Leave the label blank. 2. do one of the following: • To manually enter the title. For the tab container. • To bind the title to the value in a specific cell. and then selectively display one of the components when the tab that contains the component is clicked. c.Using a container component The Panel Container and Tab Set group and display other components. select the cell. it is given the color assigned to that range. Click (+). 58 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Do one of the following: • Enter a label in the Label dialog box and click OK.

Green bars indicate the total sales are above the target values for that line. You can use alerts with a few selectors too (Combo Box.Alerts are not available for all components. Icon. List Builder. and red indicates that sales were below target. Label Based Menu. In the following visualization. do not support alerts. depending on what type of data the component is intended to display. Creating a Visualization—Learner’s Guide 59 . Components that display portions out of the whole. like the pie chart and the area chart. and Ticker). You also cannot set alerts for multi-series charts (try using a selector and a chart that references a single series instead). List Box. Yellow means sales were equal to target. an alert is used to code each bar in the bar chart.

Setting up alerts The following steps are involved in setting up alerts: 60 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

2. Select one of the following alert types: • As Percent of Max Value Note: The maximum value is defined on the General property sheet. Select the component on the canvas and activate the Alerts property sheet.To set up alerts 1. Note: Whether you can activate alerts and which types of alerts are available depends on the type of component. Creating a Visualization—Learner’s Guide 61 . Select the Enable Alerts option. 3.

If you selected the As Percent of Target option. type the value in the field. and click OK. To define the threshold levels for the alert. Repeat for all levels. do one of the following: • To manually enter the target. and click OK. • To bind the target to the value in a specific cell. select one of the following options to define where the alert color displays: • Background • Marker • Value Understanding text components There are several options available for adding text to your models beyond the titles and labels you can specify for individual components: 62 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . select one of the following options to define how the threshold levels are ordered and how colors are assigned to them: • Low values are good • Middle values are good (percent alerts only) • High values are good 8. select the Enable Auto Colors check box. select the cell. and select the appropriate color for the level. do any of the following: • To change the thresholds for an existing level.• As Percent of Target • By Value The other options for the Alerts property sheet are activated or deactivated based on the type of alert selected. • To define the thresholds automatically based on values in the embedded workbook. select the Use a Range check box. • To add a new level. 5. select the range of cells. To define the colors for the threshold levels. type the new value. enter the upper threshold for the level in the field above the table and click Add. • To define the colors manually. click the Color Selector for the auto colors and select a different predefined gradient or create a custom color scheme. click the Color Selector for the level. do one of the following: • To define the colors automatically. If desired. select the level. click the button to the right of the field to activate the Select a range dialog box. click the cursor in the From or To cell in the table. 7. 4. Under Alert Location. 6. click the button to the right of the field to activate the Select a range dialog box. and click the cursor outside of the cell to commit the change. Under Color Order.

but the display is limited to the physical size of the component. This can be used to create additional titles. Entries wrap within the component. Creating a Visualization—Learner’s Guide 63 . Users can enter long strings. To insert and configure a text component 1. and help text. Click and drag the appropriate text component from the Components Browser to the canvas.Input Text The Input Text component is a single entry field that allows users to enter text. labels. Input Text Area The Input Text Area component is a scrollable entry field that allows users to enter long strings of text. Label The Label component is a simple text label that is not intended for input.

select the Enable HTML Formatting check box. select the cell. To display the data in the text component by default. 3. 2. d. b. under Data Insertion. and click OK. choose one of the following: • To bind the label to the value in a specific cell. Click the button to the right of the Destination field to activate the Select a range dialog box. Click OK. 4. For input components. Select the cell. If appropriate. To apply HTML formatting. select the Insert Data On Load check box. click Apply Cell Formatting to retain the formatting from the embedded Excel workbook. c. select the Enter Type option and type the label in the text box. select the Link to Cell option. click the button to the right of the field to activate the Select a range dialog box. Understanding other component types A variety of special use components are available in the Other category.The Property sheets change to reflect the configurable properties for the component. On the General property sheet. 64 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . do the following: a. • To manually enter the label.

History The History component is linked to a data point and records the value of that point every time it changes. The Trend Icon changes its pointing direction. Note that the scenarios are unique to the local computer on which they were created and are not included when the model is sent to another computer. the arrow points down. Local Scenario Button The Local Scenario Button saves specific combinations of values during "what-if" analysis and returns those scenarios at a later time. Trend Icon This display component indicates positive versus negative values using color-coding.Calendar The calendar selector allows you to select a date or display a date from the embedded Excel workbook. the arrow points up. the symbol is neutral. • If the value is negative. It can also be configured to record the value at a set time interval. It is similar to an alert. depending on the value of the cell to which it is linked: • If the value is positive. Creating a Visualization—Learner’s Guide 65 . • If the value is zero.

The print button is part of the canvas and will be visible in the printout. Each pane in the panel set can contain its own image or animation. it works within the visualization in combination with other components and allows you to push data into other cells simply by changing the value of the component's Selected Index. Only components visible at the time the Print button is clicked will be visible in print. which can then be added to a component in your visualization. The component analyzes spreadsheet data and inserts data points for a trend line into the spreadsheet. If you have dynamically visible components then only those currently visible on the screen will print. Print Button The Print Button launches the Print dialog box when clicked during runtime. Source Data The Source Data component indexes the selected source data range. Trend Analyzer The Trend Analyzer combines data analysis and visualization. 66 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .Panel Set The Panel Set component combines the functionality of the Image component and the Panel container. This component does not have a visual display.

rendered as julian value: The same component is configured here to insert the day: Creating a Visualization—Learner’s Guide 67 . Grid The Grid component is a dynamic table that represents a group of rows and columns of content. month and year values can be added to a single cell. The day. The Grid component differs from the Spreadsheet and List View components in that rather than being a static representation of the data table. the full date is entered in the destination cell. or day. the user can click the cells of the Grid and type new values or drag the values higher/lower. or perform data modification that can impact other components.Reset Button The Reset Button returns the visualization to its original state. The Grid lets you show the data just as it is on any table. Understanding the Calendar component The Calendar component allows you to input a day or date into your embedded Excel workbook. In this example. Users can interact with the components. then click the button to clear their changes. month and year can each be in their own individual cell.

The Property sheets change to reflect the configurable properties for the calendar. for the Title field. do one of the following: • To manually enter the value. type the value in the Title field. 2. On the General property sheet.To insert and configure an interactive calendar 1. 68 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Click and drag the calendar component from the Components Browser to the canvas.

Using the Trend Analyzer The Trend Analyzer is a component that performs these statistical trend calculations: • • • • • Linear Logarithmic Polynomial Power Exponential The statistical analysis calculations are assigned to the client (SWF). select the appropriate type. click the button to the right of each field to activate the Select a range dialog box. do one of the following: • To manually enter the values. do the following: a. click the button to the right of the Title field to activate the Select a range dialog box. Month Destination. b. Creating a Visualization—Learner’s Guide 69 .• To bind the value for the component to the value in a specific cell. • To bind the values for the component to the values in specific cells. Under Data Insertion. and click OK. In the Insertion Type drop-down list. select the cell. Tip: To view a help movie explaining how the Day and Date insertion types work. 3. click the info icon next to the drop-down list. For the Destination. and Year Destination fields. type the values in the appropriate fields. Note: The interactive calendar component can be used for output only by adding the component without specifying the destination cells for input. select the cell. The component appears on the canvas. and click OK.

it does not appear in the published SWF. 2. create a new column to store the trend values. 70 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .However. To add a trend analyzer to a chart 1. In the embedded Excel workbook. Click and drag the trend analyzer from the Components Browser to the canvas.

do one of the following: Creating a Visualization—Learner’s Guide 71 . 3. Click the button to the right of the Data field to activate the Select a range dialog box. for the Data field. Select the cells to be analyzed. c. Under Trend/Regression Type.The Property sheets change to reflect the configurable properties for the component. b. 4. On the General property sheet. Click OK. do the following: a.

For the Analyzed Data Destination field. To insert and configure a Print or Reset button 1. the Reset Button does not reload data. Adding Print and Reset buttons The Print Button enables an end user to trigger a snapshot of the published SWF in its current state. 5. The Reset Button does not reset the values for Flash Variables. do the following: a. type the value in the Label field. bind the other available destinations. You can scale the print to a percentage of the original size. If the visualization contains a live data connection.• To have Xcelsius determine the best type of analysis. If desired. On the General property sheet. 72 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 6. under More Options. The Reset Button provides a method for end users to reset the model or dashboard to its original state. The Property sheets change to reflect the configurable properties for the button. Click OK. Select the cells set up in step 1 to store the data. do one of the following: • To manually enter the value. select the Select a type option and select the thumbnail for the desired type. select the Use Best Fit option. Click and drag the Print or Reset from the Components Browser to the canvas. b. • To specify the type of analysis. Using the Print Button produces a higher quality print than using your browser's print screen function. c. for the Label field. 2. 7. Click the button to the right of the Analyzed Data Destination field to activate the Select a range dialog box. or automatically scale to fit the page. Adjust the properties of the chart to include the new column in the data range of the chart. it merely returns the visualization to its original state.

click the button to the right of the Label field to activate the Select a range dialog box. each time any option is selected in the List Box. For the Print button. on the Behavior property sheet. the value is recorded in table. To insert and configure the History component 1. 2. The History component can be configured to record a value when a trigger event occurs. for the Data field. Click and drag the History component from the Components Browser to the canvas. Understanding the History component The History component records the current value of a single cell in the embedded Excel workbook and inserts that value into another contiguous row/column.• To bind the value for the component to the value in a specific cell. set the print scale. The Property sheets change to reflect the configurable properties for the component. select the cell. The most recently recorded value is at the bottom. and click OK. On the General property sheet. or at a fixed time interval. Creating a Visualization—Learner’s Guide 73 . Click the button to the right of the Data field to activate the Select a range dialog box. In the example shown. 3. do the following: a.

Understanding web connectivity component types Web connectivity components link your model to external sources for dynamic content and up-to-the-minute data. the External Slide Show component loads the image at the URL specified in the URL data source. or link to a dynamic cell and have the visual model dynamically drive what URL the end user can open. Unlike the normal Image Component. You can use a single URL. • To display changes at regular intervals. select the On Interval option and specify the duration of the interval in the associated field. c. By adding the URLs in the Excel file. you can select images and define the behavior to indicate the rate at which the slide show should progress. Slide Show The Slide Show component is useful for displaying a large number of images. do the following: a. Click OK. Reporting Services Button The Reporting Services Button component enables you to connect to the Xcelsius Reporting Services (XRS) server and select the report that will be used to populate the visualization. When the button is clicked. Select the cells to be checked for changes. c. the website specified opens in either the same window or a new window. select the When Value Changes option. 4. Select the cells to be checked for changes. Click OK. Note that a user's ability to link to this information requires Internet connectivity. b.b. 3. 74 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Use of XRS requires an installation on your web server. Choose one of the following options: • To display changes whenever values in the cells specifed in the Data field change. The XRS server is a web service that allows Xcelsius to communicate with your SQL Server Reporting Services (SSRS) server. URL Button The URL Button component allows you to link to a URL within your model. Under Data Insertion. Click the button to the right of the Data Destination field to activate the Select a range dialog box. which requires that you first import the file.

2. select one of the following options: • To open the URL in a new window. • To open the URL in the same window and overwrite the model. Under Window Options. Click and drag the URL component from the Components Browser to the canvas. On the General property sheet. Creating a Visualization—Learner’s Guide 75 . click the button to the right of each field to activate the Select a range dialog box. type the values in the appropriate fields. To insert and configure a slide show 1.Connection Refresh Button The Connection Refresh button is linked to one or more data connections that retrieve data from an external source. and click OK. To insert and configure a URL 1. • To bind the values for the component to the values in specific cells. 3. in the Open In drop-down list. select This Window. select the cell. The Property sheets change to reflect the configurable properties for the component. Click and drag the slide show component from the Components Browser to the canvas. select New Window. Adding the Connection Refresh Button to your visualization allows users to refresh the data on demand. do one of the following: • To manually enter the values. for the Label and URL fields.

and deferred total. and deferred totals.xls spreadsheet from the Activity_Resources folder into the new Xcelsius visualization. Import the What_If. 76 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 2. select the appropriate options for the transitions in your slide show. and click OK. Create dials that represent targeted values for each revenue. for the URL (JPEG or SWF File) field. type the value in the URL field. Create a new Xcelsius document and save it as RevenueForecast. On the Behavior property sheet.xlf.The Property sheets change to reflect the configurable properties for the component. Set up alerts based on the target provided in the spreadsheet. Objectives • Link a single value component • Build alerts • Use the reset button Instructions 1. bookings. click the button to the right of the URL field to activate the Select a range dialog box. Activity: Performing "what-if" analysis Create a revenue forecast model that has gauges to represent revenue. • To bind the value for the component to the value in a specific cell. select the cell. under Transition Behavior. 2. booking. On the General property sheet. 3. do one of the following: • To manually enter the value.

Bookings. A solution file called Solution_RevenueForecast.3. Set the scale maximum for the Revenue and Bookings dials to 10. and Deferred columns. 6. For the Deferred dial. Creating a Visualization—Learner’s Guide 77 . set the minimum to -5000 and the maximum to 5000. 8. and low values are good for the Deferred gauge. and the reset button to the canvas for presentation. 9.xlf is included in the Activity_Resources folder if you need to check your work. where high values are good for the Revenue and Bookings gauges. Add a background. Add three dials to the canvas and bind them to the title and target value for the Revenue. 5. Set the scale maximum for the Revenue and Bookings gauges to 10. and Deferred columns.000. 4. set the minimum to -5000 and the maximum to 5000. Bookings. Preview the model. 7.000. Your model should look something like this: 10. For the Deferred gauge.Save your changes. a chart title. Add three gauges to the canvas and bind them to the title and total value for the Revenue. Enable alerts for each gauge as a percentage of target value.

you will learn some best practices for designing and building your Xcelsius model. Because of the free-form design capabilities of Xcelsius.keep the visualization simple and easy to use so they can quickly analyze their key performance indicators and drive action from analysis. you have the flexibility to design a wide array of visualizations. After completing this unit. These design and deployment best practices are covered in more detail in this unit. you have access to many components that you can combine with over 100 supported Excel functions. • Think about the questions end users will answer with your visualization...Applying best practice for designing models Introduction In this unit. With this flexibility there is a line between what you can do with the product versus what you should do for business users . • • • • • • • Remove yourself from the data Start with pencil and paper Design the layout based on how users need to view the data Create a mockup of the dashboard Follow Excel best practices Don't get lost in the visualization Utilize summarized data Removing yourself from the data Follow these hints when designing a model: Do. you will be able to: • • • • • • • • Optimize design Remove yourself from the data Start with pencil and paper Design layout based on how users need to view data Create a mockup of the dashboard Follow Excel best practices Avoid getting lost in the visualization Utilize summarized data Optimizing design When you work with Xcelsius. • Answer these questions: 78 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

. • Use selectors to create multiple dimensions for drill down. • Focus on data issues by starting with questions such as: "Which database will we use?" "How do we get permissions and establish connections?" "Which tables?" Starting with pencil and paper Create an end user flow diagram... or requirements list. • Focus on how users need to visualize the information. • Combine components and create layers of information that create a natural workflow for accessing information. design your layout based on how users need to digest information in order to make a decision or take action. Do. These activities assist you in identifying the metrics or key performance indicators that should be included in your visualization. • Show the most important information first.. Don't. • Start by creating graphs in Excel or formatting data.. Have them sketch process flow diagrams or brainstorm simple lists.. Creating a Visualization—Learner’s Guide 79 . • First concentrate on the business problem you are solving with your dashboard. mind map. Designing a layout based on how users need to view data As you start sketching ideas. • Start with a pencil and paper or a whiteboard in a collaborative setting to sketch out your visualization and note how users will travel between components to answer business questions. but you don't want those considerations to hinder the initial brainstorming process. • Open Xcelsius and begin dragging components to the Canvas without first sketching out the visualization."Who will use the dashboard?" "What decisions need to be made?" "What data do users need to make those decisions?" • Involve stakeholders in a mind mapping session. Don't.. Do. The data source and query response are key components of the dashboard..

80 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . • Waste valuable space with useless graphics.. gauges require the end user to do a mental calculation of the total sales for all regions.. This dashboard design satisfies all these requirements by utilizing best practices. Don't. • Over-crowd a screen with too many charts unless it is absolutely necessary to display them together so the users can have a holistic view to draw their analysis.Build a dashboard that allows a business user to see the total sales for all regions for any given product and then view the quarterly trend or drill down to a monthly view. In this example.

. Do. Creating a Visualization—Learner’s Guide 81 . • Allow stakeholders and end users to share the dashboard so they can gain perspective and insight into how the dashboard truly applies to the business scenario. The user cannot compare the relative values . • It requires the user to unnecessarily scroll to select products.This dashboard shows what not to do when designing the layout for your dashboard.is $2350 a good or excellent sales number? • The Quarterly Total Sales title is ambiguous: quarterly sales for what? • The Monthly Total Sales values are represented as a bar chart when the trend should be visualized in a line.. • There is no clear metric for gauges. • Simulate how an end user will interact with the dashboard to view metrics and supporting analytics. Creating a mockup of the dashboard Create a non-functioning Xcelsius model to quickly assess the arrangement of key performance indicators and analytics together in a visual format.

These are some of the most commonly used functions: ○ ○ ○ ○ VLOOKUP HLOOKUP MATCH IF 82 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Following Excel best practices Follow Excel best practices: • Organize and label your data so that any successor can understand your organizational method without needing additional instructions. • Try to make the first draft of the dashboard a production-ready final product. • Keep functions and logic at the top. Even if your planning process is efficient. • Use lightweight Excel functions (logic) supported by Xcelsius. All Products.. Don't.. Once the stakeholders feel they can effectively use the dashboard. • Set yourself up to quickly make changes and adjustments without having to rework the dashboard. you can then work toward connecting and scaling your dashboard for production. Notice that only the Regional Sales. • Use colors. labels and borders to identify data types.• Build a static view of sample data using methods that streamline the production time. you will find that changes to your dashboard will be necessary based on feedback from the stakeholders. • Use tabs for larger spreadsheets. and Monthly selectors work in this mockup of the dashboard.

=A1&B1).○ IF OR ○ IF AND ○ CONCATENATE Note: The CONCATENATE function may slightly slow down a model. Make charts too small for good trend analysis. • Use titles and font size effectively.. • Use text colors that are easy to read.. • Create an intuitive and easy-to-use interface. Don't. It is recommended that you use the ampersand "&" to join cells (for example. Note: Using an Xcelsius selector component with the Insert Filtered rows option yields a faster running Xcelsius visualization than using Excel lookup formulas. • • • • Use a background that makes it hard to read the text. ○ INDEX Avoiding getting lost in the visualization When designing and deploying a dashboard: Do. Show tabular data that does not assist views in taking action or making decisions. Use a selector that is not necessary for the task. Creating a Visualization—Learner’s Guide 83 ...

• Build queries to summarize data to be loaded into the Excel file. • Analyze the available data sources and data structure.. Choosing a component based on your data Consider the following business scenario and the spreadsheet data shown: • You have five products that you want to track on one dashboard that shows monthly and quarterly views. • You also want a gauge to show a year-to-date total for each selected product. • Use summarized data. • Use non-summarized data. data warehouses. Which component is best suited to show trending over months and quarters? 84 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . • Design universes.... Utilizing summarized data Do. Don't. or databases to store data that lends itself to minimal query response time. • Use a pie chart where the series are not true representations of the contribution as a whole.• Use different legends for different components in the same visualization.

Activity: Designing a visualization Your supervisor has given you an Excel workbook that was saved from a Web Intelligence document in BusinessObjects Enterprise. On a piece of paper.xls from the Activity_Resources folder. and can be easily updated when new data becomes available. Open Design_RawData. 4. draw an Xcelsius visualization with a layout that accommodates the required charts. 3. 2. Familiarize yourself with the data contained in Design_RawData.xls. You have been asked to design an Xcelsius model that includes the following: • A chart component that displays the number of customers within each region • A chart component that displays the number of customers within each country • A chart component that displays the gross sales per region Objective • Plan the design of a spreadsheet and model Instructions 1. Creating a Visualization—Learner’s Guide 85 . Try to incorporate the best practice of using the existing functions and cells in the workbook so that dynamic functions are more easily referenced and managed rather than manually manipulating and rebuilding the spreadsheet whenever new data is available. Organize the data in your workbook so that it can accommodate the needed charts.

7. 5. 9. 8. 10. In Xcelsius. Import your Excel spreadsheet containing the data from step 2. Remember that although pivot table functions are not supported in Xcelsius. 6.Save your Xcelsius model layout as MyProject. You will re-use this XLF file and Excel workbook in a later activity.XLF. Add the chart components you drew in your paper Xcelsius model to your canvas. you can still reference the data displayed in a pivot table.Note: A pivot table may be best suited in this scenario because it allows you to link to summarized data based on the raw data. link each chart component in your canvas to data in your Excel workbook. Present your Xcelsius model layout and Excel workbook design to the class. 86 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Launch Xcelsius and create a new model.

you can publish to all available formats.Distributing your visualization Introduction In this unit. you will be able to: • Preview your model and create Snapshots • Choose the right publishing output for your audience • Make your model available to others for re-use Previewing your model and creating Snapshots Before you publish. you may want to take a snapshot of the model and view it in another format. Creating a Visualization—Learner’s Guide 87 . From preview mode. After completing this unit. or export the data to an external Excel workbook. you will learn about the many different ways to share your completed Xcelsius model.

enter a unique name for the file. AIR Adobe AIR is a cross-operating system runtime that lets developers combine HTML. a SWF file is embedded inside the output. 2.To preview a model 1. if applicable. A web browser enables a user to interact with content and applications typically located on a website on a server. Click Save. Ajax. On the standard toolbar. or call from an HTML file. click Preview. Adobe AIR builds upon capabilities and technologies used in the browser to enable deployment of applications on the desktop. run as a SWF in a Flash Player. b. Once your model is complete. c. and formatting from the embedded Microsoft Excel spreadsheet is compiled as Adobe Flash to produce a Shockwave Flash (SWF) file. HTML. The format you choose depends on the data you are using and your intended audience. PDF and PPT desktop formats maintain the security of your Business Objects Enterprise connection. Navigate to the appropriate location for the file. logic. Flash (SWF) This option creates a SWF file that you can then embed in other files. When you distribute your Xcelsius visualization as a SWF. Adobe AIR allows developers to use familiar tools such as Adobe Dreamweaver® CS3. To exit preview mode. Flash CS3 Professional. Choosing the right output for your audience The Role of Adobe Flash at Preview or Export Time When you preview or export your visualization. all of the data. 3. Adobe Flash®. email. click Preview again. Note: Microsoft Excel is only required at design time when building Xcelsius visualizations. and Flex technologies to deploy rich Internet applications (RIAs) on the desktop. To export a snapshot of your model to another format. Regardless of the format you choose (for example. d. and so on). you can publish it in multiple formats. select Snapshot and choose the appropriate menu command for the desired format. or any text editor to build their applications and easily deliver a single application installer that works across operating systems. the SWF opens in your default web browser. PowerPoint. perform the following steps: a. Adobe AIR complements the browser 88 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Flex® Builder™ 3. If you double-click the file from Windows Explorer and have a Flash Player installed. only Adobe Flash player (version 9 or later) is required to view the SWF . In the File name field. your audience needs both a Flash player and the program associated with that output. From the File menu. To view the visualization.

swf" quality=high bgcolor=#FFFFFF WIDTH="800" HEIGHT="600" NAME="myMovieName" ALIGN="" TYPE="application/x-shockwave-flash" play="true" loop="true" PLUGINSPAGE="http://www. Creating a Visualization—Learner’s Guide 89 . the Flash Variable values have already been stored in the spreadsheet).swf</TITLE> </HEAD> <BODY> <OBJECT classid="clsid:D27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://fpdownload. so Flash Variable values do not trigger a data change in the spreadsheet. When you export your SWF as HTML.adobe. see the section “Flash Player Security” for more information. the current values for the Flash Variables from the spreadsheet are also generated in the OBJECT and EMBED tag. HTML This option creates a SWF file and an HTML file that calls that SWF file using the following HTML code: <HTML> <HEAD> <TITLE>FILENAME. If you want an XML or Web service data connection.cab#version=9.by providing users and developers with a choice about how to deliver and use applications built with web technologies. Pass values from Xcelsius 2008 out to JavaScript: FSCommand is a standard Flash call that Xcelsius 2008 makes available via the FSCommand connection.com/shockwave/download/index.com/pub/shockwave/cabs/flash/swflash.permadi. run and use those values with the Refresh on Load option for each connection (by the time Refresh on Load is called. see http://www. see http://www.adobe. Pass values into your Xcelsius 2008 SWF as it loads using Flash Variables: Use the Flash Variable connection in Xcelsius 2008 to define the Flash Variable names and where to store them in the spreadsheet when they are passed in at runtime.cgi?P1_Prod_Version=ShockwaveFlash"> </EMBED> </OBJECT> </BODY> </HTML> There are two optional advanced topics when you export your SWF into a Web page: 1. Note: For more information on using FSCommand with JavaScript.moock. For more information on passing Flash Variables into a SWF.org/webdesign/flash/fscommand/index. Note: Flash Variables are passed into Xcelsius as the SWF loads. There are certain restrictions to Adobe Flash when you want to call out to JavaScript. 2.html.0" WIDTH="800" HEIGHT="600" id="myMovieName"> <PARAM NAME="movie" VALUE="FILENAME.swf"> <PARAM NAME="quality" VALUE="high"> <PARAM NAME="bgcolor" VALUE="#FFFFFF"> <PARAM NAME="play" VALUE="true"> <PARAM NAME="loop" VALUE="true"> <PARAM NAME=bgcolor VALUE="#FFFFFF"> <EMBED src="HTML_TEST.com/tutorial/flashVars/.0.0.

Note: Users of BusinessObjects Xcelsius Engage Server 2008. • Share components The configured components in your XLF model file can be shared by others in your organization as a starting point for their visualizations. Word This option creates a new Microsoft Word document and embeds a SWF of your visualization in the document. You can then navigate to the SWF file in InfoView. BusinessObjects Xcelsius Engage 2008 and Business Objects Xcelsius Present 2008 do not have this option. which is particularly useful for creating interactive reports. This option prompts you for your BusinessObjects Enterprise logon. Any Xcelsius user should be able to open a copy of your XLF file and copy components from the canvas of your XLF to the canvas of their XLF. Making your model available to others for re-use It's often efficient and effective to re-use components and/or data from one model in another model. PowerPoint This option creates a new Microsoft PowerPoint presentation PPT file with your visualization embedded as an object on a slide inside the PPT file. Once you are logged on. The embedded visualization is dynamic and interactive. • Export data Selecting Export from the Data menu allows you to save your embedded Excel workbook as an XLS file that can be re-used in other Xcelsius XLF files. You may copy the object to other slides or PPT files.Business Objects Platform This option generates a SWF file that can be stored in a BusinessObjects Enterprise or Crystal Reports Server folder. 90 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . the Save As dialog box appears to allow you to save the automatically generated SWF file to the Enterprise repository. or you can copy the entire slide to another PPT file. PDF This option creates a new Adobe PDF document with your model embedded in it. Outlook This option creates a new Microsoft Outlook email message with your model attached as a SWF file.

From the File menu. 2. 3. enter a unique name for the file. select Export and choose the appropriate menu command for the desired format: • • • • • • • • Flash AIR HTML Business Objects Platform PDF PowerPoint Slide Outlook Word The Export dialog box displays. Click Save. Note: The file type is an Excel file. Navigate to the appropriate location for the file. 2. To export the data for a model 1.To export a model 1. 3. Creating a Visualization—Learner’s Guide 91 . Click Save. The Save As dialog box displays. enter a unique name for the file. click Export. From the Data menu. Navigate to the appropriate location for the file. 4. In the File name field. 4. In the File name field.

Function A chart that represents the distribution or participation of each slice (item) over a certain total that is represented on overall value. C. Pie chart different parameters. Several of the following items are Excel best practices when working with Xcelsius. Chart A. Open an existing model. What Property sheet would you use to indicate performance using color coding? 4. A chart that displays data that requires two dimensions to show each data point as a result of the intersection of X values and Y values. F. Description Decrease the size of the canvas by small increments. Which one is not an Excel best practice? 92 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Radar chart A chart that lets you compare a group of items or series based on three E. It has an X axis and Y axis to represent the item location over the chart area. A chart that allows you to compare several variables over a period of time by adding one variable on top of another within a column. Button A. and a Z value to represent the item size. A chart that allows easy comparison of values in a radial layout. Increase the canvas to its full size. Preview the model to test the interactive behavior. B. What are valid methods for bringing data from Excel into an Xcelsius model? 3. Convert to SWF format and embed the file in a new PDF document. G. Match the type of chart to its function. 5. D.Quiz: Creating a visualization 1. 2. Bubble chart C. XY chart D. Click and drag components from the Components Browser to the canvas. Match the description on the left to the appropriate button. Lock components together so they cannot be moved individually. E. Stacked column chart B.

6. SWF (Xcelsius Flash) Creating a Visualization—Learner’s Guide 93 . Which of the following methods will produce an Excel . From the Data menu. 8. d.XLF file? a. e. select Export . Organize your data. Which files created in BusinessObjects Xcelsius Enterprise 2008 can be sent to BusinessObjects Enterprise? a. Keep functions and logic at the top. How can you specify the behavior of the bound chart so that it does not display the July values until those cells contain data? 7. Use lightweight functions that work. From the File menu. select Export ➤ Word. Use tabs for larger spreadsheets. d.a. From the File menu. select Snapshot ➤ Current Excel data. . labels and borders. c. A chart is bound to the embedded Excel workbook by Range (Data in Rows) to the workbook shown below. XLS (Excel) c.HTML (Hypertext Markup) b. b. b. c. From the File menu. select Preview ➤ File ➤ Snapshot ➤ current Excel.XLS file that contains a copy of the data in the embedded Excel workbook in an . Use colors.

.XML (Extensible Markup) e.d. XLF (Xcelsius design) 94 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

you are now able to: • • • • • • • • Describe the benefits of producing interactive visualizations of your data Define the process of producing interactive visualizations of your data Get around in the Xcelsius user interface Work with your Excel workbook Visualize data with charts Use Xcelsius components Distribute your visualization Apply best practices for designing models Creating a Visualization—Learner’s Guide 95 .Lesson summary After completing this lesson.

96 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

Change colors. you will be able to: • Apply formatting options • Use themes and templates to apply formatting Formatting a Visualization—Learner’s Guide 97 . text. Xcelsius gives you a huge degree of freedom to customize your visualization. After completing this lesson.Lesson 2 Formatting a Visualization Lesson introduction In this lesson. you will learn to unleash the power of customization. and layout to reflect the nature of your project and the spirit of your company.

A color scheme allows you to make decisions about the colors of each component and re-use those settings each time that component type is used in your model. you will be able to: • • • • Use color schemes Create custom color schemes Format text Change the layout of components in your visualization Using color schemes A color scheme is a collection of colors that have been defined for components in the model. and layout of your visualizations. After completing this unit. you will learn how to customize the colors. Change the color scheme using the Colors button on the toolbar. Note that the components change depending on the color scheme selected. You may choose from a selection of built-in color schemes or create custom color schemes by cloning the existing color schemes. 98 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . text.Applying formatting options Introduction In this unit.

click Color Scheme. Formatting a Visualization—Learner’s Guide 99 . From the Format menu.To apply a color scheme 1.

The Color Schemes dialog box displays.

2. In the tree, select the color scheme. The theme colors appear in the Preview pane. 3. Ensure the Apply to Existing Components check box is selected. 4. Click OK. The color scheme is applied to the components on the canvas.

Creating custom color schemes
When a color scheme is used, you may still override the color setting for a specific component on the Color tab of the appearance property sheet. If a built-in color scheme does not meet your needs, you can create a new custom Color Scheme either from scratch or by copying a built-in Color Scheme and making changes to the copy. You can change colors for text, buttons, scroll bars, charts, single-value components, selectors, maps and background components. Colors can be set by color gradient, RGB or Hue/Saturation/Luminosity.

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To create a custom color scheme
1. From the Format menu, click Color Scheme. The Color Schemes dialog box displays. 2. Click Create New.

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The Custom Color Scheme dialog box displays.

3. In the Name field, enter a unique name for the color scheme. 4. Do any of the following: • To change a color in the palette, select the color swatch and edit the values for it or click the cursor on the desired color in the spectrum. • To automatically create a color scheme based on a specific color, select the color swatch and select the Auto Match Colors check box. If desired, change the degree to which the automatically matched colors resemble each other by clicking and dragging the associated slider to the appropriate position. • To define the color scheme at a more detailed level, click the Advanced Settings link to display the additional options. Click the appropriate tab, click the Color Selector for the element to be edited, and select the new color. Repeat as required for all elements.

• To reset all colors, click Reset.

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5. Click Save. The custom color scheme is applied to the components on the canvas.

Formatting text in your visualization
Text can be formatted on the Text tab of the Appearance property sheet.

To format text
• On the Text tab of the Appearance property sheet, do any of the following: • To change the font, select a font from the drop-down list. Note: By default, the font is set to Verdana. If you choose to use non-embedded fonts in the visualization, you can use the font box to change the font for the component. • To set the font size, type a number in the field or select a number from 8 to 72 from the drop-down list. • To format the text, click Bold, Italic, and/or Underline. • To align text, click Align left, Center, or Align Right. • To customize the font color, click the Color Selector and select a color from the palette.

Changing the layout of components
Some components allow you to change the appearance by adjusting the layout of the component. You can change the options in the table on the right by going to the Layout tab of the Appearance property sheet.
Component Layout Option

Charts

Chart Area, Plot Area, Title Area, Enable Legend

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Transparency Show button background.Component Layout Option Containers Selectors/Single Value No layout options Image sizing. Number of Labels Displayed. Custom Column Widths Transparency Wrap text. Thumbnails. Transparency No layout options Show button background. Transparency Maps Text Other Art and Backgrounds Web Connectivity 104 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Button Separation. Show Ticker Background. Enable Background. Markers. Transparency. Gridlines. Filter Gap. Auto Replay. Show Gridlines.

you will learn about built-in tools to help speed up the process of building and formatting Xcelsius visualizations. This happens because some themes have fewer components available than other themes. All theme settings are applied to all of the components in your model. After completing this unit. If you choose a gauge that is available in the Aqua theme. Formatting a Visualization—Learner’s Guide 105 . For example.Using themes and template to apply formatting Introduction In this unit. select the thumbnail image. you will be able to: • Use themes • Use predefined templates • Use user-defined templates Using themes A theme is a collection of object properties that change the look or style of the components used in your model. the Aqua theme has six gauges and the Graphite theme only has two gauges available. There are nine themes available: • • • • • • • • • Admiral Aero Aqua Elan Graphite Halo theme Nova Windows Classic When you apply a theme to your model. then change the theme to Graphite . To use a theme.the gauge will be changed to one that exists in Graphite. sometimes your components change.

click Theme. 106 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .To apply a theme 1. From the Format menu.

familiar format may meet your needs better. there may be times when you want to create models more quickly. 3. The theme is applied to all components. Select the appropriate theme. 2.The Themes dialog box displays. when you think that displaying data in a simple. or when you want to ensure consistency of formatting across multiple models. Click OK. For these situations. However. The theme displays in the Preview pane. Formatting a Visualization—Learner’s Guide 107 . Using predefined templates Xcelsius provides a long list of components and functionality that you can use to build exceptionally creative and individual models. Xcelsius includes a set of templates – predefined sets of components that you can use to jumpstart the development of your own model.

click Templates. Xcelsius allows you to create your own templates based on completed models. 4. Click Yes or No as appropriate. The New from Template dialog box displays. select the appropriate category. Note: If there is another Xcelsius file already open. Using templates is an effective way to set consistent parameters for all Xcelsius developers in your organization. In the Category pane. all you need to do is save your model in the Xcelsius program files on your local computer. 3. You can also make changes to the completed models that are not reflected in the original template. To create your own template. 2. A new file is created in Xcelsius based on the template. From the File menu. your own business needs may be quite different. To accommodate this. you will be prompted to save that file before creating a new file based on the selected template. Click OK. Using user-defined templates While Xcelsius provides some predefined templates based on common scenarios. The template displays in the Preview pane. select the appropriate template. This automatically adds the model to the list of available templates the next time you use the New from Template command.To open a template 1. 108 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Once you have created a template you can use to it to create multiple models that use the same components but are bound to unique data. In the Items pane.

To save a template 1. enter Demo.xlf. Using a template ensures that all of the disparate models have a consistent format. continue with the remaining steps. The template is saved and can be accessed in the New from Template dialog box. Open the visualization you intend to use as a template. 3. 2. 4. The path may be different. click Save As. From the File menu. If you desire a preview picture for your template.Note: This is especially important if you are creating multi-layer presentations or reports by importing other models. Click Save. depending on how Xcelsius was installed. 5. Formatting a Visualization—Learner’s Guide 109 . Navigate to the location of the Xcelsius templates: C:\Program Files\Business Objects\Xcelsius\assets\template\New. In the File name field. The Save As dialog box displays.

5. The Demo template is visible. change all background elements to black and all text elements to white. 7. Create a new Xcelsius visualization. 2. select Export > Flash (SWF). 6. 4. From the File menu. Under Advanced Settings. click Templates. The New from Template dialog box displays. type Demo. In the File name: field of the Export dialog box. Set the global font for the template to Arial. 110 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Create a new custom color scheme called RU4REAL and set the colors as follows: Color Color 1 Color 2 Color 3 Color 4 Color 5 Color 6 Color 7 Color 8-10 R 0 204 224 255 110 72 90 255 G 0 34 146 241 179 119 48 255 B 0 41 47 45 88 186 141 255 3.Follow the remaining steps to setup a thumbnail SWF image to visually identify your template in the New from Template dialog box. From the File menu. 8. Activity: Formatting a model You are assigned to build a template for a company called RU4REAL. Objectives • Create a custom color scheme • Create a new template Instructions 1. Save the custom color scheme.swf and place the SWF in the same folder as the XLT used for the template. The marketing team has identified the design elements for you to implement.

9. Note: You must save the file to the correct folder for it to be available as a template. Change the theme to Halo and reapply the custom color scheme. Add the following components to the canvas: • • • • Column chart Two gauges Dial Accordion selector 7. A solution file called SOLUTION_RU4REAL. Save the Xcelsius file as a template called RU4REAL. 6.Reset the color scheme to Current Theme Colors and the theme to Nova.xlf is included in the Activity_Resource folder if you need to check your work. 11. Your model should look something like this: 8.To set the global font. 10. Open the New from Template dialog box to confirm that your template is available. Formatting a Visualization—Learner’s Guide 111 .Create a new document based on Template 1 and confirm whether you can apply your RU4REAL custom color scheme to it. consult the procedure named To change document properties located in the unit named Getting around in Xcelsius found in the lesson Creating a Visualization.

2. Text can be formatted on the Text tab of the General property sheet. or legend. Text can be formatted on the Text tab of the Appearance property sheet. it is possible to specify the colors of individual components. Where do you change the appearance of all components in a model in one step. c. weights. and so on? 6. Which of the following statements is true? a. Text can be formatted on the Text toolbar. True or false? When defining a custom color scheme. Which components have no layout options? 4.Quiz: Formatting a visualization 1. b. Text can be formatted on the global style sheet. True or false? You cannot specify a unique font for a single axis label. 3. 5. title label. including spacing. Where are templates located? 112 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . d.

you are now able to: • Apply formatting options • Use themes and templates to apply formatting Formatting a Visualization—Learner’s Guide 113 .Lesson summary After completing this lesson.

114 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

After completing this lesson.Lesson 3 Adding Interactivity to a Visualization Lesson introduction In this lesson. you will add interactivity to make your data more engaging. you will be able to: • Use selectors • Add dynamic visibility • Troubleshoot unintended behavior Adding Interactivity to a Visualization—Learner’s Guide 115 .

Selectors facilitate an intuitive end user interface that enables easy navigation. The bar chart reads the highlighted row. In the example. you will use selectors to change the data presented in your models. you will be able to: • • • • • • • • • • Add a selector Understand data insertion Use each data insertion type in selectors Set default values for selectors Use alerts in selectors Import graphics as selectors Use a table as a selector Use a drill down to create a selector from a chart Use the List builder selector to select multiple items Create interactive maps Adding a selector The selector serves as the primary method for users to interact with the Xcelsius models by toggling data or the visibility of charts. After completing this unit. but without the drop in performance. If a component is bound to the destination range. the data in the destination range will appear in that component. the bar graph displays data for one product type at a time. a selector copies data from a source range to a destination range. which is highlighted in yellow. which 116 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .Using selectors Introduction In this unit. the selector copies the data in the Computers row and inserts it into the destination row. and drilling down into information. Understanding data insertion To select a particular piece of data. When the Computers button is pushed. Use selectors to: • Transform static visuals into dynamic visual models • Copy rows and columns of data within the Excel spreadsheet from a source location to a target destination that can be read by a chart or another output component • Define parameters for ad hoc queries against a live data source or reporting applications • Toggle different visuals within the dashboard to appear or disappear (coupled with dynamic visibility) • Open child dashboard SWF files within a parent SWF • Accomplish the same function as Excel lookup functions. filtering.

you can use the Data Insertion section on the General property sheet. the bar chart is simpler to read than if you had included sales data for computers. the first button label will have a position of 1 Adding Interactivity to a Visualization—Learner’s Guide 117 . laptops. For example. Insertion Type Description Position Each selection inserts its position into a destination range. and table PCs. There are several different ways to have a selector copy data from the source range to the destination range. By selecting just the computers sales data. Using each data insertion type in selectors To set up a destination range functionality for most selectors. Not all of these methods are available with all selectors. if you use a radio button.displays data for sales of Computers.

Insertion Type

Description

assigned to it, the second button label will have a position of 2 assigned to it, and so on. This option is commonly used to toggle a lookup formula or dynamic visibility. Label Each selection inserts its label into a destination range. For example, if you use a label-based menu selector that contains country names, the country name is inserted into the destination range with each selection. This option is commonly used to toggle a lookup formula or dynamic visibility. Each label is associated with a single value, and each selection inserts the associated value into a destination range. For example, if you are using a radio button to display countries and sales values, with each selection the respective sales amount will be inserted into the destination range. This option is used with a wide range of formulas and components. Row Each selector item represents one row of data. With each selection, the selector inserts the respective row into the destination cells. For example, if you use the list box to display annual sales by state, the selector contains the 50 state names. Each state has data that shows the amounts over a period of time. With each selection, the selector takes the respective row and copies the row into the destination range. You can then link a chart to the same destination range. This option is commonly used to toggle data within other output components, such as charts and gauges. Column Each selector item represents one column of data. With each selection, the selector inserts the respective column into the destination range. For example, if you use the list box to display annual sales by state, the selector contains the 50 state names. Each state has data that shows the amounts over a period of time. With each selection, the selector takes the respective column and copies it into the destination column. You can then bind a chart to the same destination column. This option is used to toggle data within other output components, such as charts and gauges. Filtered Rows The selector creates a button for each piece of unique data. When each button is pressed, only data that matches the filter is returned.

Value

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Insertion Type

Description

Status List

This is one of the most powerful functions. Each selector item is bound to a contiguous range of cells in the spreadsheet. When an item is selected, the application inserts the number 1 into the respective cell. All other cells contain the number 0 (zero). Xcelsius recognizes that when the Dynamic Visibility of a component is bound to a cell that contains the number 1, the component is displayed and that numbers other than 1 mean the component is not displayed.

Setting default values for selectors
A dynamic selected item provides dynamic control over a selector through multiple methods other than direct user interaction with the component. It can be used to provide a method for dynamic default selection. In the example below, Label 3 is selected as the default item on the property sheet.

When the model is previewed, Label 3 is already selected by default.

To insert and configure a selector
1. Click and drag the appropriate selector from the Components Browser to the canvas.

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The Property sheets change to reflect the configurable properties for the selector. The available fields depend on the type of selector.

2. On the General property sheet, for the Title, Labels, and Display Data fields, if available, do one of the following: • To manually enter a single value, type the value in the appropriate field. • To manually enter multiple values for the Labels field, click the list icon to the right of the field to open the Labels dialog box, enter the names in the Label Name column for each numbered item. To add a label, enter the name in the Type a label field and click Add. To delete a label, click the X icon for the row. To re-order labels, click the up and down arrows.

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• To bind the values for the component to the values in specific cells, click the button to the right of each field to activate the Select a range dialog box, select the cell, and click OK. Note: Not all of these fields are available for all selectors. Refer to the online help for assistance in determining how to configure each type of component. For image components, refer to the additional steps for adding graphics, To embed images in a graphic selector and To link images from a URL in a graphic selector. 3. Under Data Insertion, do the following: a. If applicable to the selector, in the Insertion Type drop-down list, select the appropriate type. Tip: To view a help movie explaining how each insertion type works, click the info icon next to the drop-down list. b. For the Source Data and Destination fields, do one of the following: • To manually enter the values, type the values in the appropriate fields. • To bind the values for the component to the values in specific cells, click the button to the right of each field to activate the Select a range dialog box, select the cell, and click OK. Note: For the accordion menu selector, you must also create categories to group the labels. Use the same technique as when manually creating series for a chart. Components for which you can specify display data, such as the List View and Spreadsheet components, can be used for output only by binding to the display data without specifying the source data and destination for input.

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To set up alerts for a selector 1. Using an alert within a selector allows you to show icons only for applicable labels. Using alerts in selectors Index-based selectors allow for the configuration of alert icons for each label. Note: The options available depend on the type of component. as required. Select any additional options for the component.4. 122 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Select the selector on the canvas and activate the Alerts property sheet.

b. 4. Click OK. c. Adding Interactivity to a Visualization—Learner’s Guide 123 . Click the button to the right of the Alert Values field to activate the Select a range dialog box. If you selected the As Percent of Target option. do the following: a. Select one of the following alert types: • As Percent of Target • By Value 5. do one of the following: • To manually enter the target. type the value in the field. For the Alert Values field. Select the Enable Alerts option. Select the cells.2. 3.

PNG. select the Use a Range check box. select the range of cells. • To define the thresholds automatically based on values in the embedded workbook. click the cursor in the From or To cell in the table. select the cell. and select the appropriate color for the level. • Image order – When you import the images. and click OK.• To bind the target to the value in a specific cell. click the Color Selector for the auto colors and select a different predefined gradient or create a custom color scheme. This means that the file size for the XLF may increase depending on the size of the images. select the Enable Auto Colors check box. click the button to the right of the field to activate the Select a range dialog box. do one of the following: • To define the colors automatically. Make sure you name your images appropriately to assist you in mapping them correctly. the images are embedded in the XLF file. select one of the following options to define how the threshold levels are ordered and how colors are assigned to them: • Low values are good • Middle values are good (percent alerts only) • High values are good Importing graphics as selectors Most selectors use labels that you import directly from the Excel file. Under Color Order. and click OK. select the level. To embed images in a graphic selector 1. To define the threshold levels for the alert. • To define the colors manually. enter the upper threshold for the level in the field above the table and click Add. 7. you will align them with the selection items through numbering. To define the colors for the threshold levels. Repeat for all levels. BMP and SWF. 8. 124 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 6. If you have a large number of images. be sure to consider: • File size – When importing graphics for these selectors. The fish-eye picture menu and sliding picture menu selectors. click the button to the right of the field to activate the Select a range dialog box. and click the cursor outside of the cell to commit the change. it may be difficult to keep track of what image aligns with what selection. If desired. • To add a new level. do any of the following: • To change the thresholds for an existing level. click the Color Selector for the level. GIF. When using these selectors. however. Add a Fisheye Picture Menu or Sliding Picture Menu to the Canvas. use images instead. • File format – You can only use images in these formats: JPG. type the new value.

Click the folder icon for the first item. 6. The Open dialog box displays. Do any of the following: • To add another image. and click OK. click the up and down arrows. The Import Thumbnail dialog box displays. Do one of the following: • To bind the component to the URLs in specific cells. click the X icon for the row. Adding Interactivity to a Visualization—Learner’s Guide 125 . Navigate to and select the image that corresponds to the label with the same number. To embed the images in the Xcelsius file so that connectivity is not required. • To re-order labels. 5. Click Import. select the By URL option. select the cells that contain the URLs. 7. • To delete an image. click the button to the right of the field to activate the Select a range dialog box. To connect to images hosted on a website. 4. Click Open. To link images from a URL in a graphic selector 1. as Xcelsius uses the numbers of the labels and images to match them. Note: Ensure that the order of the labels and images are the same. select the Embedded option. 3. click Click to Add Images and repeat steps 4 and 5. 2.2.

By using the table component. Note: Ensure that the order of the labels and URLs are the same. enter the name in the Type a label field and click Add. you can present that tabular data in an attractive. When you define data insertion for a table being used as a selector. Selector As with other selectors. click the up and down arrows.• To manually enter the URLs. use the labels insertion type. click the X icon for the row. Although spreadsheet data may be too complex for some audiences. 126 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . as Xcelsius uses the numbers of the labels and images to match them. interactive format that matches the rest of your presentation. Tip: Temporarily add a table to your model and preview the model to easily identify data errors in your components. other individuals who use your models may prefer to work with tabular data. click the list icon to the right of the field to open the Labels dialog box. To add a label. To re-order labels. you can click on a row in the table selector to populate related charts with the data for that item. To delete a label. Using a table as a selector Tables can be used two different ways in a model: Display You can treat tables as output components like a chart. enter the names in the URL column for each numbered item.

Select the configured chart and activate the Drill Down property sheet. You can only use this functionality for single series charts. Select the Enable Drill Down check box.Using drill down to use a chart as a selector You can set up a chart to act as a selector by configuring its drill down capabilities. Adding Interactivity to a Visualization—Learner’s Guide 127 . To set up a chart for drill down 1. 2.

128 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Click OK. Click the button to the right of each field to activate the Select a range dialog box. For each series. In the Series Name Destination field. b. In the Insertion Type drop-down list. ensure that the field is bound to the correct series. in the Source Data and Destination fields. Under Default Selection. in the Series and Item drop-down lists. Tip: To view a help movie explaining how each insertion type works. do the following: a. 7. 5. Select the cell. select the series and data point that is active by default for the drill down. 6. select the appropriate type.3. select the action that prompts the drill down. c. in the Insert On drop-down list. 4. Under Interaction Options. click the info icon next to the drop-down list.

Using the list builder selector to select multiple items
When you use the list builder selector, it allows you to select multiple items for the related chart. Some additional work needs to be done with the chart to support choosing multiple items: • Selecting multiple rows or columns When you set up a list builder to insert rows or columns, you must specify multiple rows or columns in your destination range for the selected data. You'll need enough to support the maximum number of items that can be selected. • Selecting the appropriate type of chart Because the chart can conceivably include multiple items, you must select a chart type that can support multiple series, so charts like the pie chart cannot be used. • Binding the series names to the appropriate cell When the data range is selected for the chart, generic names are automatically assigned to the series that are created. To ensure that the series names accurately reflect the selected item that is inserted into that location, you must bind the series name to the appropriate cell. • Using ignore end blanks The chart displays all of the destination range, even though some of them may be empty based on the user’s selection. Use the ignore end blanks option for a series to suppress the information when the rows or columns are empty.

Activity: Creating interactive models using selectors
Create a model with two tabs. On one tab, add a list box selector to represent cities to be selected and a column chart to display details for a specific city. On the other tab, create a pie chart of total sales as a selector to drill down to a line chart that represents the details that make up the summarized values.

Objectives
• Configure a selector • Set up drill down for a chart to act as a selector

Instructions
1. Create a new Xcelsius document and save it as SalesByBranch_ProductDetail.xlf. 2. Import the Selector_Drilldown.xls spreadsheet into the embedded workbook. 3. Add a large tab set container component to the canvas and create two tabs called Sales by Branch and Product Detail. 4. On the Sales by Branch tab, add a list box selector to the canvas and bind it to the labels, source data, and destination on the Sales by Branch worksheet. Choose the appropriate insertion type based on the data.

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5. Add a column chart to the canvas and bind the title, subtitle, and data as appropriate. Bind the category axis labels to the fiscal years. Tip: The chart should be bound to the same cells as the destination for the selector. If you use the series option, you can update the title of the series dynamically by binding it to the label that is copied to the destination cells. 6. Resize the components and the canvas as required and preview the model. Your model should look something like this:

7. On the Product Details tab, add a pie chart to the canvas and bind it to the titles, data, and labels on the Product Details worksheet. Use the summary data. 8. Configure the pie chart for drill down by binding it to the source data and destination. Use the detailed data and choose the appropriate insertion type based on the data. 9. Add a line chart to the canvas and bind the title, subtitle, and data as appropriate. Bind the category axis labels to the months. Tip: The line chart should be bound to the same cells as the destination for the pie chart selector. 10.Resize the components and the canvas as required and preview the model.

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Your model should look something like this:

11.Save your changes. A solution file called SOLUTION_SalesByBranch_ProductDetail.xlf is included in the Activity_Resources folder if you need to check your work.

Creating interactive maps
Xcelsius provides the ability for you to create interactive maps that can be used to display and select data. Xcelsius comes with maps for many countries and continents. Many maps include major regions, provinces, and states within the country. On a machine where Xcelsius has been installed, you can find an Excel workbook that details all of the maps at this location: C:\Program Files\Business Objects\Xcelsius\assets\samples\User Guide Samples\MapRegions.xls The key to using maps is that your data must include a row or column associated with the rest of the data that references the appropriate names or abbreviations for the areas covered in the maps. Once the contents of that row or column are associated with labels for each area on the map, the map is populated with the data. The labels must be in alphabetic order, and they are required for the region names, the display data, and the source data, as well as for alert targets, if you set up alerts for your map.

To insert and configure a map component
1. Click and drag the map component from the Components Browser to the canvas.

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The Property sheets change to reflect the configurable properties for the map.

2. On the General property sheet, for the Title field, do one of the following: • To manually enter the value, type the value in the Title field. • To bind the value for the component to the value in a specific cell, click the button to the right of the Title field to activate the Select a range dialog box, select the cell, and click OK. 3. For the Region Keys field, do one of the following: • To manually edit the region keys that are predefined for the map, click the list icon to the right of the Region Keys field to open the Region Keys dialog box, edit the names in the Region Key column for each item, and click OK.

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b. In the Insertion Type drop-down list. and click OK. Adding Interactivity to a Visualization—Learner’s Guide 133 . select the appropriate type. • To bind the values for the component to the values in specific cells. 4. click the info icon next to the drop-down list. and click OK. click the button to the right of each field to activate the Select a range dialog box. b. do the following: a. Note: The map component can be used for output only by adding the component without specifying the destination cells for input. do the following: a. Click OK. click the button to the right of the Region Keys field to activate the Select a range dialog box. Note: The values in the embedded Excel workbook must be in the same order as the regions listed in the Region Keys dialog box to match up. select the cell. do one of the following: • To manually enter the values. 5. For the Display Data field. Select the cells. Under Data Insertion. c.• To bind the values for the region keys to the values in specific cells. type the values in the appropriate fields. Click the button to the right of the Display Data field to activate the Select a range dialog box. Tip: To view a help movie explaining how each insertion type works. select the cells. For the Source Data and Destination fields.

6. and data as appropriate to show the detailed data for each state. subtitle. 7. Bind the category axis labels to the years. and 100% to maximum and specify that high values are good. Choose the appropriate insertion type based on the data to use the map as a selector and bind it to the source data and destination. 3.xls spreadsheet into the embedded workbook. Bind the map to the target values for each state in the workbook. states.xlf. 90% to 100%. Create a new Xcelsius document and save it as USA_Population. Configure the map to act as a selector so that clicking a state displays the detailed data for that state in a column chart. 134 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Import the Interactive_Map. Set the thresholds at minimum to 90%. 5.Activity: Using maps Build a map that displays the current year population for all U. 4. Add a USA map to the canvas and bind it to the display data in the workbook. 2. Enable alerts for the map based on percent of target. Objective • Configure a map for display and selection Instructions 1. Resize the components and the canvas as required and preview the model. Add a column chart to the canvas and bind the title. Tip: The chart should be bound to the same cells as the destination for the map selector.S.

xlf is included in the Activity_Resources folder if you need to check your work. A solution file called SOLUTION_USA_Population. Save your changes.Your model should look something like this: 8. Adding Interactivity to a Visualization—Learner’s Guide 135 .

3. the selector inserts either Monthly Trend or Quarterly Trend into the destination cell. If the status matches the key. When a label is selected. By binding the status and key fields to different cells in your embedded Excel workbook you can use this logic: if the value in the Key cell matches the value in the Status cell. When the status changes. The following is an example of the workflow: 1. The selector populates the destination range. The component (for example. a word. The value can be a number. the chart decides if the status value matches a defined key (usually a label for the data that displays in the chart). For example. 4. Dynamic visibility allows you to create layers of charts and only display the relevant chart at the appropriate time. Using dynamic visibility facilitates a rich user experience by simulating multiple levels of drill down and empowering the user to decide what information they would like to view based on their interaction with the model.Adding dynamic visibility Introduction In this unit. After completing this unit. the Monthly Regional Sales line chart displays: 136 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 2. then the component will be visible. you will explore methods to display the most information in the most efficient footprint. When the destination cell has a value of 'Monthly Trend'. then the component is displayed. or any combination of characters. Most frequently. you will be able to: • • • • • Understand dynamic visibility Define dynamic visibility display status Choose dynamic visibility options Use formulas to create dynamic visibility Create multi-layer reports Understanding dynamic visibility The dynamic visibility feature toggles the visibility of components based on criteria you define. the following is a model with a label based menu selector and two charts. the status is bound to the field that is the destination range of the selector. a chart) looks in the destination range to determine the status value.

When the destination cell has a value of 'Quarterly Trend'. Adding Interactivity to a Visualization—Learner’s Guide 137 . the Quarterly Regional Sales bar chart displays.

The display status is the cell that determines whether the component is visible. and the chart with the display status key that matches the value becomes visible. The charts then check that cell. This is the value that the selector inserts into the target cell for that item. define the display status and display status key for each chart.Defining dynamic visibility display status The following steps are involved in setting up and using dynamic visibility: Step 1: Define user interaction First. A selector is used to insert a value for each option into the target cell that will be used to determine whether the chart is visible or not. Step 2: Define display status and display status key Next. 138 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . the selector copies a value into the target cell. Step 3: Trigger dynamic visibility When the user makes a selection. The display status key is the value that needs to be in the cell to toggle dynamic visibility. define the action that will toggle dynamic visibility. This is the same cell where the selector component inserts the data that corresponds with the user's choice.

type the value in the Key field.To set up dynamic visibility 1. and click OK. do one of the following: • To bind the fields to the values in specific cells. for the Status and Key fields. Select the component on the canvas and activate the Behavior property sheet. there are also some entry effects available to really polish your presentations. 2. Wipe Right Wipe Right-Down This effect reveals the component by first showing a small portion of the upper-left part of the component and then gradually revealing more and more Adding Interactivity to a Visualization—Learner’s Guide 139 . • To manually enter the value for the key. This effect reveals the component by first showing the entire left side of the component and then gradually revealing more and more of the right side of the component. select the cell. click the button to the right of each field to activate the Select a range dialog box. Under Dynamic Visibility. you can specify the duration of the effect for all entry effects. Effect Description Fade in This effect gradually changes the display of the entire component from transparent to solid. In addition. Choosing dynamic visibility options When you set up a component for dynamic visibility.

2. The status cell can only contain a single value at any given time. The simplest technique is to enter 0. You can either enter a specific value. as the display status cell. • Value_if_true Enter a value that you will use to trigger dynamic visibility. The simplest technique is to enter 1. Define the insert in cells You will still be using a selector to enable dynamic visibility. use the location of the formula. To support the use of a formula. and specify the Value_if_true 140 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . which you will construct as follows: IF(OR(cell=value. Using formulas When dynamic visibility is based solely on data insertion. You can use formulas in your Excel source files to extend the functionality of dynamic visibility so that you can define visibility for a component based on multiple selectable items. To do this. rather than the target cell for the selector. cell=value). which will not trigger dynamic visibility. and a unique value is used to represent each selectable item. follow these three steps: 1. As with other models that use this functionality. value_if_true. • Value_if_false Enter an alternate value. you will specify the target cells for the selector. Make note of the cell reference for this location. such as its name. one of the cells must contain information that is unique to each selectable item.value_if_false) Set up the parameters like this: • Cell Enter the location of the unique identifier for the selectable item.Effect Description of the right part of the component while more and more of the lower part of the component are displayed. you will create a formula that looks up information in the cell where the unique value is located. Create a formula In another cell in the Excel file. The most common function to use in Excel is the IF formula. or you can include a cell reference. 3. the dynamic visibility for a component should always be tied to a specific selectable item. Set up dynamic visibility For the component that will be dynamically visible. • Value Enter the value inserted in the cell for the selectable item (such as the name of the item).

Step 2: Set up dynamic visibility Set up dynamic visibility for each image component. Creating multi-layer reports The process of creating multi-layer reports involves three steps: Step 1: Link SWFs to image component The designer starts with image components. and links those to Xcelsius models (SWFs). Adding Interactivity to a Visualization—Learner’s Guide 141 . If it meets the logical test.value as the display status key. the cell displays the Value_if_true value. which triggers the formula to determine whether the value meets the logical test or not. the item is inserted into the target cell. When the user makes a selection. so visual models appear based on the user interaction. thereby triggering dynamic visibility for the component.

copies of the linked external SWFs will be generated and placed in a folder with the exported model. Add five column charts to the canvas and bind the titles and data for each to the data for Asia PAC. Create a new Xcelsius document and save it as Regional_Sales. Europe. Activity: Creating interactive models using dynamic visibility Create a model using the label-based menu and column charts to display data for five regions. 2. 142 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .xlf. 3.Step 3: Export the model When you export the visual model with linked image components. Import the Dynamic_Visibility. Bind the category axis labels to the years. Latin America. The regional data is too complex to handle using only one chart. and North America. Choose the appropriate insertion type to use the labels to trigger dynamic visibility and bind it to the destination in the workbook. EEMEA. Add a label-based menu to the canvas and bind it to the labels in the workbook.xls spreadsheet into the embedded workbook. Objective • Set up a selector to trigger dynamic visibility Instructions 1. 4.

Your model should look something like this: 7. Resize the components and the canvas as required and preview the model. A solution file called SOLUTION_Regional_Sales.xlf is included in the Activity_Resources folder if you need to check your work.5. Adding Interactivity to a Visualization—Learner’s Guide 143 . Set up dynamic visibility for each chart using the selector destination as the status and the label as the key. Save your changes. 6.

Symptom or behavior Issue Remedy Values in the model will go blank or "null out. With a tabular view of your Excel data and logic. but not in published/exported visualization." Chart will show in design mode. you will be able to: • Troubleshoot with the Spreadsheet Table component • Alleviate common symptoms Troubleshooting with the Spreadsheet Table component The spreadsheet table component is a great tool to assist you in troubleshooting and validating data within Xcelsius.Troubleshooting interactivity Introduction In this unit. then delete them before exporting. but during preview. Cell ranges in Excel formulas should not be open-ended. Add a table to your model to check on destination ranges. Design mode shows data directly from the Excel workbook. For example =SUM(A:D) should include the row reference as well. ODBC connection to the spreadsheet is not supported in Xcelsius. Nulling out is also a result of using an unsupported formula/syntax. Xcelsius recompiles using its own Flash-based algorithms independently of Excel. Open-ended ranges also causes the "exceeded maximum row limit" error. such as =SUM(A1:D4). you can quickly deduce if you have bound a component to the wrong range or if a formula is not working the way you planned. you will learn to troubleshoot your model to resolve unintended behavior in your visualization. the table component can serve as a means to view what is happening behind the scenes in the Excel file. Alleviating common symptoms The following table contains some common symptoms and unintended behaviors along with the associated issues and remedies to help you troubleshoot. Cannot create connection to data using ODBC. Connect to live data using a different connection type 144 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . When building an interactive visual model. After completing this unit.

Many people attempt to work with a spreadsheet that contains many values. Dynamic formatting is not supported in Xcelsius. importing the model. Error: "Truncation occurred. Dynamic formatting is not supported in Xcelsius. This can also be caused by a rogue process on the computer that conflicts with Office automation between Xcelsius and Excel. the user may be using a formula with an open-end cell range. pictures. The row limit is found under Data > Maximum Rows." Remove dynamic formatting in the Excel workbook. Uninstall or disable apps that interact with Microsoft Office and Excel. formulas. Excel spreadsheet uses an Excel Add-in or Macro that is not supported in Xcelsius. Performance begins to degrade when the workbook is over 1 MB. Remove Add-ins and Macros from Excel workbook. Adding Interactivity to a Visualization—Learner’s Guide 145 . and so on). but not in published or exported visualization. Caused by a Component or Excel function using a large range that exceeds the defined row limit.Symptom or behavior Issue Remedy (QaaWS." Chart will show in design mode. Dynamic formatting in the Excel workbook does not appear in the Xcelsius model. Crystal Report. Make sure that all erroneous items such as charts. Error message "Excel is busy" when opening an XLF with an embedded Excel spreadsheet. and all values that will not be consumed in the Xcelsius model be removed. Remove dynamic formatting in the Excel workbook. Exceeded __ rows. Live Office. and so on that are not pertinent Change row limit (Data > Maximum Rows) or avoid using formulas with open-ended cell ranges. and exporting the model. values in the model will go blank or "null out. Slow performance when building the model. In a workbook that uses dynamic formatting. Also. Use only a spreadsheet with required values.

xls file created using OpenOffice. Protecting the spreadsheet prevents Xcelsius from accessing the protected cells. Make sure the embedded spreadsheet is not configured to open up multiple sessions. Now you will create a visualization that uses that design and data from Design_RawData. Open MyProject. Cannot bind cells to components.xls.XLF saved from the activity titled: Designing a visualization. Error message "Links to external workbooks are not supported. Activity: Creating a presentation-ready visualization Your supervisor has given you an Excel workbook that was saved from a Web Intelligence document in BusinessObjects Enterprise." Make sure the spreadsheet does not contain any links to external workbooks. Links to external workbooks prevents Xcelsius from accessing the protected cells. to be updated by clicking the first component Gross sales per region List of customers with net sales that meet or exceed a preset goal You have already completed a design for this visualization in the activity Designing a visualization." Xcelsius only works with a single session of an XLS file. Make sure spreadsheet was created using Microsoft Excel (Windows) and not an . You have been asked to design a presentation-ready Xcelsius visualization that includes the following: • • • • Number of customers within each region Number of customers within each country. Objective • Complete the visualization based on the design. incorporating various concepts learned in the course Instructions 1. Error message "Excel is busy." Error message "Excel is busy.Symptom or behavior Issue Remedy to the dashboard they are creating in Xcelsius. Xcelsius does not support XLS files created in OpenOffice. 146 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Make sure the spreadsheet is not protected in any way.

Preview and test the model. Use a List component to display customers with net sales that meet or exceed a preset goal. Review the charts you included on your canvas. Present your Flash model to the class describing how you designed your workbook and Xcelsius components. 3. 4. Use a selector to display a single country at a time. Adding Interactivity to a Visualization—Learner’s Guide 147 . Add additional components and modify your workbook to accommodate the additional interactivity requirements: a.2. Save and export the model to Flash. b. 5.

A range contained within a destination range specified in a selector d. What data insertion option passes the location of the data in the data range to the selector? 4. Which component or function cannot be used to toggle dynamic visibility? a. A VLOOKUP formula within a cell c. An IF statement within a cell 148 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . What are the correct steps for setting up dynamic visibility? 2.Quiz: Adding interactivity to a visualization 1. What are some examples of valid usage for the Spreadsheet Table component? 3. A single value component e. A cell contained within the destination range specified in a selector b.

Lesson summary After completing this lesson. you are now able to: • Use selectors • Add dynamic visibility • Troubleshoot unintended behavior Adding Interactivity to a Visualization—Learner’s Guide 149 .

150 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

make better informed decisions. and ensure that everyone in your business unit is using the same data. you'll quickly find that a connected model will have distinct advantages over disconnected snapshots of your data.Lesson 4 Creating a Connected Visualization Lesson introduction In your quest to use Xcelsius to create useful information from your data. you will be able to: • • • • • • • • Use live data sources Connect to XML data Connect to data using an existing Web Service Connect to Crystal Reports data Connect to BusinessObjects Universes using Query as a Web Service Connect to Portal Data Use Live Office data Work with Business Requirements Creating a Connected Visualization—Learner’s Guide 151 . Live data allows you to monitor events in real time. After completing this lesson.

The SWF file still uses the self-contained business logic from the Excel file. the use of live data can greatly expedite your decision making process by increasing the degree of trust placed in the data by eliminating discrepancies associated with disconnected data. Define the behavior and appearance of those components. Using one of the available connectivity methods eliminates the need to manually refresh data in Excel or Xcelsius unless there are changes required to the logic or visual appearance of the model. Step 1. Step 3. you can configure a visualization to connect to live data using one of the many available methods within BusinessObjects Xcelsius Enterprise 2008. When developing and deploying a connected model. After completing this unit. Build your visualization by binding components (charts. Publish and distribute the model. configure and manage external connections in your visualization. Using an XML-compliant database or a web service. but refreshes with live XML data. tables. You can configure the following types of connections: 152 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . you will be able to: • • • • Understand the workflow required to use live data sources Use the Data Manager to add and configure connections Use the Connection Refresh button Understand the External Interface connection type Understanding the workflow required to use live data sources Creating a connected model involves four steps: Export your data source to an Excel workbook. Using the Data Manager to add and configure connections The Data Manager is a central place to add. and maps) to the embedded Excel workbook that contains the export of your data source. Create a connection to the data source by creating a connection in the Data Manager. and then replace the embedded Excel workbook with the Excel workbook that contains the export of your data source.Using Live Data Sources Unit Introduction While using live data in your Xcelsius visualization may require additional setup compared to a visualization that pulls data from an embedded Excel workbook. Step 4. Step 2. you can push or pull data from the XML-compliant database directly to the SWF file. gauges.

Click Add and select a connection type from the list. 4. the Data Manager automatically detects when these connection types are present in an Excel workbook that has been imported. The definition tab will appear in the right hand pane. From the menu bar. 4. The new connection will appear in the left hand pane. Flash Variable. To remove a connection 1. The Data Manager dialog box appears.New Connections • Query as a Web Service (QaaWS) Note: This connection type is only available in Xcelsius Engage 2008 and BusinessObjects Xcelsius Enterprise 2008. To add a connection 1. From the menu bar. click Data. Creating a Connected Visualization—Learner’s Guide 153 . From the Data menu. 2. 3. In the left hand pane. From the Data menu. select the connection you would like to remove. select Connections. select Connections. The Data Manager dialog box appears. Click X to remove the connection. you may only have one connection for the Portal Data. Some connection types also have a Usage tab to customize how your connection will load and refresh data. 2. • • • • • • • Web Service Connections XML Data Connections FlashVariable (flashvars) Portal Data Crystal Report Data Consumer FS Command LiveCycle Data Services (LCDS) Existing Connections • Excel XML Maps • Live Office connections While you cannot add a new Excel XML Maps connection type or a Live Office Connection type using the Data Manager. click Data. or Crystal Reports Data Consumer connection types. While most connection types will allow multiple connections. Each connection has a Definition tab to organize the details of your connection. 3. Configure Definition and Usage options as required.

type a value into the Label field or bind the Label field to a cell in the embedded Excel workbook by clicking the cell selector button. 3. 5. such as a List Box selection. Understanding the External Interface connection type External Interface connections allow Xcelsius visualization developers to expose selected data ranges of the workbook. Note: For an External Interface connection to work correctly.Using the Connection Refresh button You can use a Connection Refresh button to allow users to refresh data on demand rather than relying on the refresh options set on the Usage tab of your connection. When Value Changes. Configure options for animation and appearance as desired. From the General Properties sheet. 4. the visualization can trigger a web connection or connection refresh. Data can be refreshed when the trigger cell updates. Bind the Trigger Cell field to a cell in the embedded Excel workbook. From the Behavior Properties sheet. To configure a Connection Refresh button 1. select the Common tab. 2. From the Available Connections section of the General property sheet. Under any of these conditions. If you choose When Value Equals. the SWF must be trusted by the host and client machines. or when the value of the trigger cell matches a fixed quantity or the value in another cell. When Cell Updates. to trigger the component . The component is triggered according to the trigger behavior selected. The Connection Refresh button is added and removed from the canvas like any other component. This creates a generic framework for getting data into and out of the SWF file of the published visualization.as if the component itself was clicked. This feature allows another action within the visualization. check the box adjacent to each connection you would like to update when users press this Connection Refresh button. The External Interface can be used to detect when interactive components are manipulated by the user and that component affects data in the embedded Excel workbook. The External Interface connection type tracks events in real-time to provide notification of changes in a specified data source. be sure to bind the field to a cell in the embedded Excel workbook. when data in the trigger cell changes. Select one of the Trigger Cell options (for example. You can also use the Connection Refresh button to update the data connection according to the behavior of a trigger cell. but has unique settings. or When Value Equals). Add or edit the following connection parameters for External Interface connections: 154 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 6.

10. enter a range name. 2. 12. In Access. In Range Type.Save the provider visualization. Create a new provider visualization. click +. Creating a Connected Visualization—Learner’s Guide 155 . add an External Interface Connection. click +. 4. 9.In Definition. 14. select Row/Column. Launch Xcelsius 2008.Definition tab • Range Name Enter a name for the range. 6. 7. 13. In Range Name. • Range Type Select one of the following from the dropdown menu: ○ Cell – the data range consists of a single cell ○ Row/Column – the data range is in a single row or a single column ○ Table – the data range has more than one column or row • Range Click the cell selector button to select a range from the spreadsheet. • Access Select one of the following from the dropdown menu: ○ Read – an external application will be able to be read data in the range ○ Write – an external application will be able to be write data into the range ○ Read/Write – an external application will be able to be read data in the range and write data into the range To prepare your provider and consumer visualizations for External Interface connections 1. Use the cell selector button to bind Range to the the range of insert-in cells. 8. 5.Create a consumer visualization. In the Data Manager. 11. add an External Interface connection.Export to HTML and save. select Read. or click the cell selector to select a cell in the spreadsheet. 3.In the Data Manager. In Definition. Click Close.

click the + button. 6.In Access. 11. Open US_Revenue_Provider_EIC. In Access. Activity: Using the External Interface connection type Scenario Your supervisor has asked you to create a visualization that will receive data from another external interface. 5.In Range Name.. 9. 18. In Definition.\Activity_Resources\Lesson 4\ExternalInterface\Start\ 13.Export the visualiation as HTML named US_Revenue_Provider_EIC. 10.html in My Documents. controlled by another visualization.Use the cell selector button to bind Range to the insert-in. In the Data Manager.Save the consumer visualization.Re-use HTML provided in the consumer HTML and provider HTML in your own custom Javascript code to customize the interactivity of the two SWFs. select Row/Column. Launch Xcelsius 2008. 22.In Range Type. add an External Interface Connection. 19. Use the cell selector to bind Range to cells D55 to L55. select Row/Column.. 4. Select Read. add an External Interface Connection.Open US_Revenue_Consumer_EIC. enter a range name. enter UsMapData.\Activity_Resources\Lesson 4\ExternalInterface\Start\ 3.xlf to My Documents. In Range Type. In Range Name.xlf from this folder: \\. 8. The second visualization should consume data from the first visualization.In the Data Manager. 20. 7. 17. Instructions 1. The first visualization should provide data to the second visualization. 21. 16. 156 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Objective • Create two Xcelsius visualizations. 12.Export the consumer visualization to HTML in the same location as the provider visualization. 2. Click Close.Click Close. select Write.Save US_Revenue_Provider_EIC.xlf from this folder: \\.15.

select Source. 17. 33.html as Activity_EIC_Code. 21.html and close Notepad.In Definition. 16.In Internet Explorer.14.Save Activity_EIC_Code_Start. Keep the Notepad window open so you can paste code into Notepad in a following step.Copy all code between <body> and </body> (the <object></object> tags and everything in between the <object></object> tags) and paste that code into Activity_EIC_Code.html from My Documents in Internet Explorer. 15. first verify that you have correctly identified your ranges in the connection (the Range Names of the Consumer and Provider files must match).Edit the id option in the OBJECT tag so that id="myMovieName" is replaced with id="usMapProvider".html. 19. 30.Open Activity_EIC_Code_Start.html in My Documents following the comment that reads <!--Note to Learner: Paste Provider.html in Internet Explorer. Verify that the object ID in your html matches the Range Name in your EIC connection in the Data Manager.Click Close.Save US_Revenue_Consumer_EIC. select Row/Column.html in My Documents and keep open. If no data is returned.Export to HTML as US_Revenue_Consumer_EIC.html. select Source. Note: US_Revenue_Consumer_EIC. 22.In Range Type.Save Activity_EIC_Code.Use the cell selector to bind Range to cells D55 to L55. from the View menu. 31.html from My Documents in Internet Explorer. from the View menu.Edit the id option in the OBJECT tag so that id= "myMovieName" is replaced with id="usMapConsumer".Copy all code between the <body> and </body> tags (the object tags and everything in between the object tags) and paste that code into Activity_EIC_Code_Start. 23. select Source.Open US_Revenue_Provider_EIC.xlf in My Documents. Creating a Connected Visualization—Learner’s Guide 157 . 18.html following the comment that reads Note to Learner: Paste Provider. from the View menu.Open US_Revenue_Consumer_EIC.In Access. Next.html must be in the same folder as US_Revenue_Provider_EIC. 20.Open Activity_EIC_Code. 24. select Write.In Internet Explorer. 29.html here 27.In Internet Explorer. 25.In Range Name. 28. verify that the definition of the Consumer connection has the Access set to Write.html in Internet Explorer. 26. click the + button. type in UsMapData.html here--> 32. 34.

Finally. 158 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . ensure that you have completed the optional procedure titled To set the Flash Player Security Settings to trust all local drives.

an XML Data connection requires some server-side scripting to facilitate the querying of data and formatting of the XML to a specific structure required by Xcelsius. Choosing XML Data as your data connection While the primary benefit of an XML Data connection is the minimal time required to load live data into a model. The XML code file is produced by the server-side script and can be accessed on a local machine or on a web server using an http connection. The XML code file must be formatted to a specific XML structure that can be recognized by Xcelsius: <row> <col> </col> </row> A sample query result can be generated from Xcelsius that displays the XML structure based on the data range to be replaced with XML. XML data also provides the additional benefit of alleviating overhead on a database when the Xcelsius model pulls data from an XML file that is generated by the datasource at an off peak time. or when a trigger cell meets your criteria. you can initiate this query and format process on every load. The data can be refreshed and sent periodically and automatically or on demand when combined with the Connection Refresh Button component. Creating a Connected Visualization—Learner’s Guide 159 . During runtime. at periodic intervals. Resources must also be available to generate the server-side script required to query and format the data. you will be able to: • • • • Understand XML Data connections Choose XML Data as your data connection Set up your XML data connection by creating an XML definition Leverage Excel XML maps to connect to an existing XML definition Understanding XML Data connections The XML Data connection method enables Xcelsius to load data from an XML file directly into the published visualization instead of using the data from the embedded Excel workbook. The XML Data connection is best applied when the business scenario does not require real-time querying.Connecting to XML data Unit Introduction After completing this unit. To refresh the data in visualization. This method requires a server-side process to query data from a database and format the XML file or stream to a specific XML structure.

Setting up an XML data connection by creating an XML definition With the XML Data Connection. the table shown below would generate the code block displayed below. In order to ensure that the XML file is formatted to a specific structure that Xcelsius can interpret. use the sample query result generated from Xcelsius when generating the server-side script that formats the XML.4 135432 Feb 124561 78565 81234 Mar 135432 104567 89045 <?xml version="1.<row> <column>Jan</column> <column>Feb</column> <column>Mar</column> 160 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .<variable name ="q1"> .0" encoding="UTF-8" ?> <col> . The connection can be used to send live visualization data to an external source.<data> . Jan 149984.2 87736 . you can refresh visualization data from an external source through HTTP. form submission and data collection. for example. For example.

The entire group of ranges is encapsulated within <data> tags.com/selfservice/viewContent. For example.com/support/documentation/en/flashplayer/help/settings_manager04.adobe. a one-row.do?externalId=tn_14213 and http://kb. Give it full access to your hard drives in the following page: http://www. the script could return the sales figures for that date.macromedia. Excel ranges are mapped to XML using a row-column structure. For security reasons.</row> . Various error messages Creating a Connected Visualization—Learner’s Guide 161 . if a date was sent to a server script.</row> . This lets you create scripts which examine the sent data and return data that corresponds to the values sent -much like a web request.<row> <column>87736.<row> <column>149984..xml file on the host computer. you may need a crossdomain.</row> .<variable> .399999999994</column> <column>78565</column> <column>81234</column> . XML is translated into Excel ranges using the reverse process.20000000001</column> <column>124561</column> <column>135432</column> .com/selfservice/viewContent.</row> .do?externalId=kb403185 If your SWF is hosted on a web server. For example. XML Connection Errors Connection errors usually occur in two cases • Flash does not have proper access to your computer. the Adobe Flash Player is not allowed to access data that resides outside the exact web domain from which the SWF originated.</data> The XML Data connection lets you use send and load functionality simultaneously through one URL. Without a cross domain policy file. the SWF file may not be able to connect to the web server to get data.5</column> <column>104567</column> <column>89045</column> .<row> <column>97472. During a load. three-column range named "ExampleRange" would be represented in XML with: <variable name="ExampleRange"> <row> <column> Row1 Column1 value </column> <column> Row1 Column2 value </column> <column> Row1 Column3 value </column> </row> </variable> where "Row1 Column1 value" would be the actual value of the cell in the first row and first column of the range. See http://kb. any web server that your SWF file connects to for live data needs to have a cross domain policy file in the web server root (differs for each web server). The send ranges are sent to the URL prior to retrieving the load data.adobe. and so on.html • In cases of internet connectivity models that pass information between computers on different domains.

Click XML Data. click Data. 2. for use between different BusinessObjects Enterprise servers. you will find another crossdomain. Select the Enable Load check box. 162 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . can access your web server. Here is an example of a cross domain policy file that allows any SWF. type the URL or file path where the data resides. it tells the Flash Player to allow direct access to data on that server. 5. Any change to the value of this cell will update the URL button with the link to the new value.0"?> <!DOCTYPE cross-domain-policy SYSTEM "http://www.xlm file and place it in the root folder of all necessary servers to allow the Adobe Flash Player used by Xcelsius 2008 access across domains.com/xml/dtds/cross-domain-policy. 8. From the MIME type drop-down menu. In the Activity_Resources folder.may be displayed but the most common is Unable to Load URL: http://boe-server:8080/dswsbobje/services/session. 4. runningon any domain.xml file. Either download or create a crossdomain. From the Data menu. In the XML Data URL field. The cross domain policy file on your web server controls which SWF files. For example. enter a unique name for the connection in the Name field.xml should go in the associated Tomcat folders on each server. Select a MIME type. It is on the SDQA3 in the \\.\Tomcat55\webapps\ROOT\ folder and is a real world example you can view to see how the file is set up. without prompting the user to grant access..dtd"> <cross-domain-policy> <allow-http-request-headers-from domain="*" headers="*" secure="false" /> <allow-access-from domain="*" secure="false" /> </cross-domain-policy> There is an example crossdomain. setup with wildcards for any domain. access to your web server. When placed in a root folder of a server. Location: C:\Program Files\Business Objects\Tomcat\webapps\ROOT. Now that your connection has been established. you may bind this field to a cell in the embedded spreadsheet. 7. select Data Manager. Click Add. From the File menu. configure your connection to load data from the data source.xml setup file included with your BusinessObjects Enterprise installation. Alternately. which should work on any server for any purpose. A cross domain policy file is a simple XML file that gives the Adobe Flash Player permission to access data in a given domain without displaying a security dialog. On the Definition Tab. This file needs to be placed in the root folder of your web server: <?xml version="1.macromedia. 3. running on which domains. 6. the crossdomain. To set up an XML Data connection by creating a new XML definition 1.

If desired. bind the Trigger cell field to a cell in the embedded Excel workbook and indicate the update method. or When Value Equals.If desired.com/support/documentation/en/flashplayer/help/settings_manager04. 13.Selecting Enable Load will load XML data at the URL into the Load Ranges when the connection is triggered. 14.If desired.html • 2. 18. 16. Optional Procedure: To set the Flash Player Security Settings to trust all local drives Note: This procedure is only required if you encounter a Flash Player Security message (for example #2148 or #2170).If desired. Repeat steps 5 through 7 for all folders where files will be stored during the course. specify the Loading Message and Idle Message. • 8.Click the Usage tab.Click Close.macromedia. 10. select the Global Security Settings tab.Select Refresh every and indicate the desired automatic refresh rate if desired. • 1. Go to http://www. 9. • 6.Bind the Range field to the range of empty cells from the spreadsheet that will contain your data. Activity: Connecting to XML with a new definition Objective • Create a new XML definition file that will be the connected data source for an Xcelsius 2008 visualization Creating a Connected Visualization—Learner’s Guide 163 . Select Always Allow. 15. • 7. Select the My Documents folder and click OK. select Enable Load Cursor and/or Disable Mouse Input on Load. • 3. select “Add location…” • 5. When Value Changes. 12. Click Add location. In the Always trust files in these locations: drop down.Select Refresh on Load if desired. In the Adobe Flash Player Settings Manager. Update methods include When Cell Updates. Click the Add (+) button to add a new range. Click Edit locations. Click Browse for folder. • 4. 11. bind the Loading Message and Idle Message to a cell in the embedded Excel workbook. 17.

Bind the Data field for the SuperBounce Tennis Balls Gauge to cell F5.swf. 164 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .xml.On the Usage tab.000. Select Enable Load. Bind the Range field to the B2 to E5 range in the embedded Excel workbook. The gauge for SuperBounce Tennis Balls should change within ten seconds of saving Total_Sales.swf and save in the same location as Total_Sales. Name the connection Total Sales. Open Total_Sales.xml file on your desktop. Click Preview XML. 9. type the full path to Total_Sales.xlf.xlf found in the Activity_Resources folder. 5. If you receive an error (typically #2148 or #2170) when doing this activity. set the connection to refresh every ten seconds and close the Data Manager.Change the MIME Type to Text. 13. 14.000. 10.xml. 6.xml in an XML editor.swf.xlf from the Activity_Resources folder.xml. 7.Scenario You will define the XML structure used in the sample model called Total_Sales.Test connectivity by changing the last value in the SuperBounce Tennis Balls group to 1. 8. 3. Instructions 1. This will ensure the model can connect to the XML data file and updated information is correctly displayed. C:\Documents and Settings\<UserName>\Desktop\Total_Sales.xml. 2. execute the optional procedure titled: To set the Flash Player Security Settings to trust all local drives 16. 17. For example. Save the XML file as Total_Sales.Open Total_Sales. Save the file and observe Total_Sales. 15. Use the Data Manager to add an XML Data connection.Save Total_Sales. 4. 12. In the XML Data URL field.Export the visualization as a SWF named Total_Sales. Look at data in the embedded Excel workbook and familiarize yourself with the structure of the data.Open Total_Sales. Add a range and name it by binding the Name field to cell C1.Format the gauge for SuperBounce Tennis Balls so that it displays currency with zero decimal places. 11.

XML Format/Structure The XML can be formatted as a physical file or can be returned as streaming XML. Workflow Import data into Excel and Map XML. Excel supports the ability to embed XML documents and schemas into a spreadsheet. This method provides a lot of flexibility and can be quickly and easily deployed into existing processes that output XML. Benefits The Excel 2003 XML maps allows for the incorporation of XML data with any XML structure or schema into an Xcelsius model.Leveraging Excel XML maps to connect to an existing XML definition Xcelsius 2008 supports the XML functionality that was introduced in Excel 2003. Excel generates a generic schema based on the XML structure. There are no requirements on the outputted XML structure or schema. it must be bound to an Excel cell that contains a formula. Note: Data that has been mapped using the Excel mapping functionality can be manually refreshed by using a Connection Refresh button in your visualization. The XML file or stream must be successfully loaded into Excel as an XML map before importing into Xcelsius. This process can be scheduled based on the frequency that the data needs to be refreshed or can be set up as a dynamic query through HTTP. For information on setting up the Excel file with an XML map. Intermediate Process To initiate this method. Best Scenario for Use Use the Excel XML map method when processes exist that deliver XML as a stream or physical file. These files can be imported in Xcelsius 2008. Use XML Maps when the format is established by others. refer to the online help in Microsoft Excel. the next step is to build your visualization and configure the XML Map Options. The XML must be accepted by Excel to be successfully leveraged as a live data source in a visual model. some server-side scripting is required to facilitate querying and creating the XML file or stream. the Xcelsius 2008 SWF files will retain the link to the XML source generated. After the Excel file has been set up. If a Dynamic URL is used with the XML Map feature and an interval refresh. Creating a Connected Visualization—Learner’s Guide 165 . so the metadata layer (XML Maps in Excel) can reformat the data to be presented in row/column format.

Set refresh method and path. Excel extracts the data from the XML based on the cell mapping. Import Excel workbook with XML maps into Xcelsius visualization. 166 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Once exported to SWF. Excel generates a link between the elements in the XML file and the cells (range). Excel generates a generic schema based on the XML structure. 5. Refresh the Data. the visualization connects to the XML file and refreshes the latest data based on a refresh interval. 3. Xcelsius inherits all XML mappings that have been created in the Excel workbook along with a path to the XML data. Add maps to the workbook. Import data into Excel and Map XML.To use Excel XML maps to connect to an existing XML definition 1. 4. 2.

Select the XML file and click Open. 13. 18.xml from the Activity_Resources folder. 2. 15. 11. Instructions 1.Activity: Connecting to XML with an existing definition using Excel XML maps Objectives • Set up XML maps in a Microsoft Excel file • Connect an Xcelsius visualization to XML data using an embedded Excel workbook that uses Excel XML maps Scenario You are an Xcelsius developer building a connected visualization based on an XML file called product_revenue. 4. Creating a Connected Visualization—Learner’s Guide 167 .Open Xcelsius and import the file.Save the Excel file as Product_Revenue. Click and drag the root folder to cell C5. right-click cell C5 and select XML > Refresh XML data. 8. To import an XML file into Excel. 16. 17.Select Data > Connections. 12. Notice how the column chart in the model changes based on the new value. 3. 5. click Data > XML > XML source. Edit the product_revenue.Click Add then select Excel XML Maps.Add a column chart to the canvas. 9. 7.Select the XML map available in the Excel spreadsheet.xml file using an XML editor to see the XML structure. To see data from the XML file. 10. Click OK. Click Add and navigate to the location of product_revenue.xls and close Excel.Select the Usage tab. Open a new workbook in Excel.Bind the Data field of the column chart to the range of cells defined by C6:D10. Review the data stored in the file then close the file.Notice the XML Data URL is already populated with the XML file location. 6. Build a model with a column chart to display the data from the XML file then test functionality after publishing the model by changing the value of the Tennis cap product from 76296 to 100000. 14.xml in the Activity_Resources folder. Click XML Maps in the XML source window.

the visualization should refresh and display the updated data in the chart.Click Close.swf.Under Refresh Options. select the Refresh Every check box and specify a 10-second refresh interval.xlf. 168 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .Save the file.Test connectivity by changing the value for “Tennis cap” to 1.19. 26. 23.Close Xcelsius. Within ten seconds. 27. 22.Open product_revenue.000. 24.Save the visualization as Excel XML Map.Open Product_Revenue. 21. 25. 20.Export the visualization as a SWF named Product_Revenue.swf.xml in an XML editor.000.

or based on a trigger cell. with the click of a button. visit http://www.Connecting to data using an existing Web Service Unit Introduction Existing web services that offer a WSDL file take minimal time to set up and provide a quick way to bring dynamic data into your visualizations. Assuming the Web Service is in production.org/TR/soap12-part1/ for additional information. you will be able to: • Understand Web Services • Choose an existing Web Service as your data connection • Set up your Web Services data connection Understanding Web Services For this functionality to work correctly. at regular intervals. this is the easiest method for connecting an Xcelsius visualization to live data using ad hoc queries. Creating a Connected Visualization—Learner’s Guide 169 . which is a programmatic layer that can reside between any data source or application and the front-end environment. the feature requires a Web Service. The creation of SOAP-based Web Services requires server-side scripting. Assuming that there are Web Services available. For more information on SOAP.w3. After completing this unit. Choosing an existing Web Service as your data connection Choose a Web Service when there is a need for on-demand data in the form of ad hoc querying and a SOAP Web Service is readily available. A visualization using a Web Service can be refreshed when the visualization is loaded. Benefits A visualization connection by a Web Service to data can perform real-time queries against a database using out-of-the-box point-and-click connectivity. you will only need the Web Services Description Language (WSDL) URL to connect your visualization to data.

Click Import. From the Add drop-down menu. or select a WSDL from the drop-down menu. 5. 7. Select an input value. type a name into the Name field. create a connection in the Data Manager. Choose a method offered by the Web Service using the Method drop-down menu. To set up a Web Services data connection 1. click Manage Connections. type the URL for the WSDL that you would like to bind the connection to. 2. assign inputs and outputs to cells in your embedded Excel worksheet and set some other options. 170 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 3. enter the URL for the Web Service. click Web Service Connection. On the Definition tab. From the toolbar. 6. or bind the field to a cell in the embedded Excel workbook. In the Web Service URL field.Setting up your Web Services data connection To connect your Xcelsius visualization to a Web Service requires you to first identify the WSDL URL. 4. 8. In the WSDL URL field.

bind the Trigger cell field to a cell in the embedded Excel workbook and indicate the update method. 11. or When Value Equals. 2.If desired. 14.Click Close. 6. Add another List Box selector titled 'To' that displays country names.Bind the Insert In field to a cell in the embedded Excel workbook where the Web Service should place the returned data for the output type selected. Activity: Connecting to data using an existing Web Service Objective • Configure a Web Service connection by using a predefined WSDL (Web Service Description Language) Scenario You have been asked to create a currency conversion model. 18. specify a Row insertion type.Select Refresh on Load if desired. 10. select Enable Load Cursor and/or Disable Mouse Input on Load. Replace the embedded Excel workbook with currency converter.xls. 16. specify a Row insertion type.Select Refresh every and indicate the desired automatic refresh rate if desired. When Value Changes. Repeat steps 8 and 9 for all required input values. Create a new visualization.9. The source data comprises the Country Codes and Country Names columns (G7 through H157) and the destination is the yellow range titled “From Country” (B7 and C7). Bind the Read From field to a cell in the embedded Excel workbook where the Web Service should look for input data for the input type selected. This visualization requires an Internet connection. Instructions 1.If desired.Select an output value. Under Data Insertion. Under Data Insertion. 19.If desired. Add a List Box selector titled 'From' that displays country names. 5.Click the Usage tab. 12. 4. 3. Creating a Connected Visualization—Learner’s Guide 171 . The WSDL URL has been supplied to you in the spreadsheet along with a list of country names and codes used by the WSDL. Update methods include When Cell Updates.If desired. 17. 13. specify the Loading Message and Idle Message. bind the Loading Message and Idle Message to a cell in the embedded Excel workbook. 15.

20.Name the connection Currency Converter.swf. 17.msn.Select the Usage tab. 22. Add a Label and link it to cell D7 (the blue Conversion cell) in the embedded Excel workbook.Add a Connection Refresh Button to the Canvas.com/webservices.net/CurrencyConvertor. 11.asmx?wsdl • http://www. 19. 18. bind the Trigger Cell to cell D7 and select When Value Changes.net/usaddressverification. 16.wsdl • http://api. Copy the WSDL url from cell H2 in the embedded Excel workbook to your clipboard. bind ConversionRateResult to cell D7 .Under Refresh Options. 8.google.In the Output Values window.Open currency converter. 14.wsdl 9. 7. 21. 172 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .On the General Property sheet of the Connection Refresh Button.asmx?wsdl You may also want to use one of these alternate Web Services: • http://www. http://www.Export the model as a SWF named currency converter.webservicex.com/GoogleSearch. Increase the size of the font on the label if necessary.gov/forecasts/xml/DWMLgen/wsdl/ndfdXML. 10.xlf.asmx?wsdl • http://www. 15.swf and verify that the model reflects the country selected.webservicex. 13.weather.The source data comprises the Country Codes and Country Names columns (G7 through H157) and the destination is the yellow range titled “to Country” (B10 and C10).In the Input Values window.Save the visualization as currency converter. Add a Web Service Connection using the Data Manager.search. 12. select the Currency Converter check box to force the query to refresh when the button is clicked. bind FromCurrency to cell B7 and bind ToCountry to cell B10.Paste the URL from your clipboard to the WSDL URL field and click Import.wsdl • http://soap.On the Behavior Property sheet. select Refresh on Load and click Close.com/services/ws/stockHistory.flash-db.Preview the visualization to test the connection to the Web Service.

Note: If a recurring field is selected. but not from an SWF to a report. You can bind data to one detail item in the report. or table. There are three ways to bind data to Flash variables within the SWF object: A user interface that is like the crosstab expert allows you to map rows.Connecting to Crystal Reports data Unit Introduction After completing this unit. Bind to a crosstab in the SWF. columns. and summarized fields to Xcelsius variables. and deliver reports via the web and embedded in enterprise applications. world standard solution-helps you design. you will be able to: • Understand the Crystal Report Data Consumer connection • Choose the Crystal Report Data Consumer as your data connection • Set up your Crystal Report Data Consumer data connection Understanding the Crystal Report Data Consumer connection Data can be sent from a report to an SWF. Bind to a single value Choosing the Crystal Reports Data Consumer as your data connection Crystal Reports®. a proven. You can bind data to a crosstab within the report. Creating a Connected Visualization—Learner’s Guide 173 . such as cell. only the first instance is sent. It can provide you with a solid starting point for your business intelligence (BI) strategy by helping you securely deliver the most requested pieces of information-as highly-formatted reports--to end users both inside and outside your organization. row. The parameters in the SWF are extracted to set the name of the parameter and the format of the data. Bind to an external crosstab. manage. Select fields from the tables to bind to existing variables in the Flash Data Expert.

If there is chronological data. To connect to Crystal Reports data using a Crystal Report Data Consumer connection 1. Starting in cell B1 of your embedded Excel workbook. 4. you only need to specify which cells in the workbook should contain each of these three types of data. create a column header for each field in your Crystal Report. 3. create a row header for each record in your Crystal Report. it might be found in the column header. A Row Header should be a piece of data that uniquely identifies the row. 2. Designate a range in the embedded Excel workbook where your Crystal Report data will reside by changing the fill color of the cells in that range to yellow. like a primary key. 174 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Create a new blank Xcelsius visualization. then you can connect any Xcelsius component to those cells. The Data Range should be all of the remaining fields for all records. Starting in cell A2 of your embedded Excel workbook.Setting up your Crystal Reports Data Consumer data connection The Crystal Reports Data Consumer connection pulls three types of data from the Crystal Report and populates the embedded Excel workbook with that data. Once the connection is added. Column headers from Crystal Reports would typically be found in a single row near the top of the workbook.

Once the visualization is exported to a flash file. 11. 7.Click Close. 8. 10. embed the SWF file in the Electronic Sales report. 9.rpt. type a description for the Data Connection in the Description field that will be saved with the file. See image in Step 3 for an explanation of Row Header cells. click Manage Connections.5.If desired. Creating a Connected Visualization—Learner’s Guide 175 . From the toolbar. 6. See the image in Step 3 for an explanation of Column Header cells. Use the Cell Selector button to bind the Data field to the cells that contain your data in the embedded Excel workbook. bind the Row Headers field to the Row Header cells in the embedded Excel workbook. Bind the Column Headers field to the Column Header cells in the embedded Excel workbook. From Add drop-down menu. Activity: Connecting to Crystal Reports data Objective • Connect an Xcelsius visualization to a Crystal Report and then embed the Xcelsius visualization in a Crystal Report Scenario Based on the Crystal Report 2008 file provided called Electronic Sales. build an Xcelsius 2008 visualization that displays a column chart to visualize the data in the Electronic Sales report. On the Definition tab. click Crystal Report Data Consumer.

rpt from the Activity_Resource folder in Preview mode to see where to place the Xcelsius visualization and what data will appear. 5. Save file as Quantity_Sold_CR.Quantity Sold to the Insert Data Value box beneath it. 4. add a Crystal Report Data Consumer connection.xlf and export as Quantity_Sold_CR. select Flash. 9. 12.On the Xcelsius Data tab. Bind the Data field to the range C3 to C15. 15. set up the columns that will represent the fields from the Crystal Report. 6. 11. You will see the data from the Crystal report reflected in the Xcelsius Column chart. In the Definition tab.swf. user name. bind the Row Headers field to the range B3 to B15. 10. 8.Store Name to the Insert Row Label box beneath it. 14. click Print Preview. use the CMS system name. no data is visible. 17.In the Insert Flash Object window. 176 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Click Close. Select cells B3 to C15 and highlight them yellow to indicate that these cells will be the data in your connection. 3. Launch Xcelsius 2008. as Store Name and cell C2 as Quantity Sold. Add a Column Chart to the canvas and bind the data field to the cells. expand Report Fields and drag efashion_query. expand Report Fields and drag efashion_query.Close Xcelsius 2008 and go to Crystal Reports 2008 and view Quantity_Sold_CR.On the Xcelsius Data tab. Launch Crystal Reports 2008 and open Quantity_Sold_CR. If you are prompted for credentials. cell B2.From the Insert menu.Right-click on the Xcelsius chart and select Flash Data Expert.Click OK. Name one column header. In the embedded Excel workbook. 16. 2. 13. The Flash Data Binding Expert appears. click Browse and select the Quantity_Sold_CR_swf file and embed it in the RHb section of the Crystal Report. 7. In the Data Manager.rpt in Preview mode.From the View menu. and password assigned to you by your instructor.Instructions 1. Note: When you preview the visualization.

Choosing QaaWS as your data connection Query as a Web Service (QaaWS) delivers interactivity with Business Intelligence data wherever users require it. The data is secure because QaaWS takes advantage of existing Business Intelligence security to provide secure data and restrict Business Intelligence data to approved users. The result set can be consumed by Xcelsius. Creating a Connected Visualization—Learner’s Guide 177 . Management will like the fact that using QaaWS is quick to deploy because the QaaWS Publishing Wizard is simple to use because it allows you to re-use existing web services or create new web services using a drag and drop interface. the QaaWS publishing wizard creates a query based on a universe and publishes the resulting data set as a Web Service. QaaWS can make Business Intelligence data available to new users by Powering Xcelsius dashboards with trusted information. you will be able to: • Understand BusinessObjects Universes and Query as a Web Service • Choose QaaWS as your data connection • Configure QaaWS to consume a WSDL Understanding BusinessObjects Universes and Query as a Web Service When publishing a query so it can be used as a web service. or any tool that can consume a WSDL file.Connecting to BusinessObjects Universes using Query as a Web Service After completing this unit. Crystal Reports.

6. 8. or bind the field to a cell in the embedded Excel workbook. To configure a QaaWS connection to consume a WSDL 1. In the WSDL URL field. Click Import.Configuring a QaaWS connection to consume a WSDL To configure BusinessObjects QaaWS. On the Definition tab. 5. 9. No programming is required. In the Web Service URL field. Select an input value. type a name into the Name field. or select a WSDL from the drop-down menu. 2. Click Add. Click Manage Connections on the Toolbar. 178 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . select Query as a Web Service. 7. 3. follow a step-by-step wizard to design queries based on universes and publish them as web services in just a few steps. From the Add menu. enter the URL for the Web Service. Choose a method offered by the Web Service using the Method drop-down menu. type the URL for the WSDL that you would like to bind the connection to. 4.

17. Click Next. When Value Changes. 20. Launch Query as a Web Service. 15. Repeat steps 8 and 9 for all required input values.Select an output value.If desired. In Web Service Name field.xls ). 2.If desired. type Quantity_Sold_<unique-identifier>. 16. Quanity_Sold_S02. 11. Instructions 1.If desired. specify the Loading Message and Idle Message. etc. Update methods include When Cell Updates.Bind the Insert In field to a cell in the embedded Excel workbook where the Web Service should place the returned data for the output type selected. 4.Click Close Activity: Connecting to BusinessObjects Universes using Query as a Web Service Objectives • Create a query via Query as a Web Service • Build Xcelsius model with connection to Web Service Scenario You have sales data for each of your stores in BusinessObjects Enterprise. 12. Creating a Connected Visualization—Learner’s Guide 179 .) as your unique identifier. 18.Select Refresh every and indicate the desired automatic refresh rate if desired.Bind the Read From field to a cell in the embedded Excel workbook where the Web Service should look for input data for the input type selected. bind the Trigger cell field to a cell in the embedded Excel workbook and indicate the update method. Quantity_Sold_S26. Use the last three digits of your login ID (for example Quantity_Sold_S01. Click New.10. select Enable Load Cursor and/or Disable Mouse Input on Load.Click the Usage tab.Select Refresh on Load if desired. 13. 19. bind the Loading Message and Idle Message to a cell in the embedded Excel workbook. 3.If desired. or When Value Equals. You have extracted the data to an Excel workbook (Quantity_sold. Build an Xcelsius visualization that allows users to retrieve data for a particular store and year from the Enterprise using Query as a Web Service. 14.

Click Next.4 12. 13. Your WSDL should like this: http://<webserver>:8080/dswsbobje/qaawsservices/?def&cuid=<unique CUID> Note: The unique CUID could look like this: http://twdf0281:8080/dswsbobje/qaawsservices/?def&cuid=ATqWz_tXHCFAkxrgd. This option ensures that the cell range (C6 to D26) contains data when the visualization is first opened. select Enter_value_s_for_Year and bind it to the Select Year yellow destination cell in the embedded Excel workbook (Cell H4). Select the value 2004. 16. 180 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 6.On the General Property Sheet of the Connection Refresh Button.xls from the Activity_Resources folder.Paste http://<webserver>:8080/dswsbobje/qaawsservices/Quantity_Sold?WSDL from the clipboard into the WSDL URL field and click Import 22. 23.Replace the embedded Excel workbook with Quantity_sold. 18.5. 25.Click Manage Connections. in query filters place Year equals to Prompt <Enter value(s) for <Year> 8. 7.In the Definition Tab.In the Output Values window.In the Usage tab under Refresh Options.Select Data in Rows. 26. 14. select Refresh on Load.Close Query as Web Service. 11.Add a Combo Box selector to the canvas and bind the Year field to the values in G5:G7. 10. 19. 17. name the connection Quantity_Sold.Click To Clipboard. select the check box for Quantity_sold.In the Input Values window. Quantity Sold from Measures class. click Publish. Select Store name from Store Class.NX8.Click Add.Add a Column Chart to the canvas and bind the Data By Range field to the Store Name and Quantity Sold columns (C6:D26). 9. 15. select Row Fields and bind the Insert In field to the range defined by C6 to D26. then select Query as a Web Service.Once data is returned in window panel.Add a Connection Refresh Buttonto the canvas.Launch Xcelsius. Select eFashion universe from Universe folder. 21. 24. Click Next. 20.

Save the visualization as Quantity_Sold_QAAWS.Select When Cell Changes. 29. 28.27.\My Documents\Favorites\ folder. 32.swf and observe the model refresh based on combo box selection. Creating a Connected Visualization—Learner’s Guide 181 ...Open Quantity_Sold_QAAWS.Click Preview. 30. 31.\My Documents\Favorites\ folder.swf to the \\.Verify that the visualization is working correctly and click Preview. 33.Export to a SWF (Flash file) named Quantity_Sold_QAAWS. bind the Trigger Cell field to the destination cell of the List Box in the embedded Excel workbook (H4).On the Behavior Property Sheet.xlf in the \\.

• Check Box is useful for toggling the value of a cell between zero and one. chart titles. • Text is used to set any text based data within the XLF. Date. Name is required or the parameter will not be listed as a parameter in Sharepoint. or List Box. Number. After completing this unit. Name Name is user-defined and will be displayed for the visualization in the property dialog box in Sharepoint. For example. alert levels. For example. • Number is used to set any numeric based data. It can be used for showing or hiding components using Dynamic Visibility. you will be able to: • Use the Portal Data connection type with no connection • Use the Portal Data connection type with a Provider connection • Use the Portal Data connection type with a Consumer connection Using the Portal Data connection type with no connection Portal without visualization allows visualization designers to define parameters that they want the user to customize from within a portal. Type a name or use the cell selector button to link to a cell in the spreadsheet. • List Box enables the designer to build user selection options into the parameters. Range Range is the area in the spreadsheet where the parameters are set. When List Box is selected. The second is Default Selection which is used for selecting which entry's value will be used by default if the user does not make a selection. Type a name or use the cell selector button to link to a cell in the spreadsheet. The parameter can be Text. Name is user-defined and will be displayed for the visualization in the property dialog box in Sharepoint. The first option is Entries which is used to set the entries available for users to select. Check Box.Connecting to Portal Data Introduction The Portal Data Connection includes three connection types: No connection (Parameter). It sets the format to Date and uses a true date value within the XLF. 182 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . Different users may want to see the data in different ways. For example. Name is required or the parameter will not be listed as a parameter in Sharepoint. Select the range by using the cell selector button to link to a range in the spreadsheet. this type can be used to set date ranges for data access or for amount of data to display. two more options become available. Consumer connection and Provider connection. • Date is used to define a date in the XLF. Type Type sets the type of parameter.

See above for details about these three options. Using the Portal Data connection type with a Provider connection The Portal Consumer connection should be added to any visualization that will accept data from a web part within the portal. Using the Portal Data connection type with a Consumer connection The Portal Provider Connection should be added to any visualization that will provide data to another web part. Table is used to pass data from a Portal list. Creating a Connected Visualization—Learner’s Guide 183 . Range Name is required or the web parts cannot be connected together. Row is a single row with multiple columns. and Range. the most likely type to select is Cell or Row. In addition to the Parameters. The Usage Tab for the Portal Data connection is only available with Portal Provider type connections. If the value they enter is not compatible with the visualization. Range Range is the area on the internal spreadsheet of the visualization that the incoming data will be written to. Range Name Range Name is user-defined and is displayed when connecting web parts together in Portals. In this case only Xcelsius 2008 Portal web parts can be used to consume information from a visualization that is using the Portal Provider connection.The List Box Type allows the designer to specify set values that can be selected by the user. Number. and Date allow the user to enter any value into the parameter. Activity: Using Portal Data with Dashboard Builder Scenario An executive has asked you to build a dashboard using an existing Xcelsius visualization. The List Box type eliminates this issue because the user must select from values the designer provides. Text. Range Type Range Type defines the amount of data that will be passed. Table is multiple rows and columns. the correct behavior will not occur. The Portal Provider contains the same options as the Portal Consumer connection. If another visualization is passing in data. Cell consumes a single cell from another web part. Check Box. Range Type. there are three important selections to configure on the Properties panel of the Consumer connection: Range Name.

type in USMap. 18.In Range Type. 22. In Range Name.Go to Dashboard. 17.Save the Dashboard as Portal Dashboard at this location: All > Public Folders > SAP Business Objects Training > BOX310.Log into Infoview as Administrator. 8.Open US_Revenue_Consumer. 4. The intent is to have one xcelsius model talk to the another model based on what is selected by the user. select Consumer. Open US_Revenue_Provider. In Range Type.Export the visualization to BOE as a Flash file named US_Revenue_Consumer. 6.. 9.In Range Name. select Provider. 24. 23.Export the visualization to BusinessObjects Enterprise as a Flash file named US_Revenue_Provider. select Portal Data. In Usage Tab.Select Add Dashboard. Click Close. 184 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 5.Save your visualization.Objective • To build two Xcelsius models that will be displayed in a Corporate Dashboard. 19.In the Data Manager. 20. 2.swf that resides at this location: All > My Favorites. 12. 10. 7. 13. 14.swf that resides at this location: All > My Favorites.\Activity_Resources\Lesson 4\Portal\Start\ 3. 11.xlf. In the Data Manager. select Portal Data. bind the range of cells from D55 to L55. Instructions 1.Use the cell selector button to bind Range to this range of cells: D55 through L55.In Connection Type.Go to Edit Dashboard. select cell D55 as the Trigger cell. 16. and select My Dashboard. 21.xlf found in this folder: \\. 15. select Row. select Row. In Connection Type. Launch Xcelsius 2008. type in USMap.Save the visualization. In Range.

25. 2. 31. 30. select Personal Analytics and navigate to this location: All > My Favorites. Name an advantage of using Portal Data without a connection.Select Content Linking.swf and US_Revenue_Consumer.In the Content Linking window.Save the current dashboard. Creating a Connected Visualization—Learner’s Guide 185 . Review: Connecting to Portal Data 1. 27. select US_Revenue_Provider as the Source Analytics and select US_Revenue_Consumer as the Target Analytics using the checkbox.Exit Edit Mode. 29.In the Analytic Toolbox. 26. 32.Click OK.Drag US_Revenue_Provider. 28. Name one element that must be configured on all three types of Portal Data connections.swf to the Dashboard.Click OK.

x. you will be able to: • • • • • Understand the Live Office Connector Use a Live Office-enabled Excel spreadsheet as a data source Set up a Live Office connection using a Universe as the data source Set up a Live Office connection using a Crystal Report as the data source Set up a Live Office-enabled Excel spreadsheet that uses a Web Intelligence Document as the data source • Consume the data in a Live Office-enabled Excel workbook with Xcelsius Understanding the Live Office connection You can create an Xcelsius visualization using data in a Live Office enabled workbook. BusinessObjects Enterprise XI Release 2 and BusinessObjects Enterprise XI 3. After completing this unit. Live Office XI 3. setup an Excel workbook using Live Office before importing that workbook into Xcelsius.Using Live Office data Introduction The Live Office connection in BusinessObjects Xcelsius Enterprise 2008 enables you to connect your Xcelsius visualization to data that is managed in Crystal Reports Server XI Release 2. For best results. When a workbook is Live Office enabled. it uses a Business View created from either a managed Crystal Report or a managed Web Intelligence document. 186 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .x.

On the Definition tab. The default URL listed in the field is: http://<webserver>:8080/dswsbobje/services/session Note: If your BusinessObjects Enterprise or Crystal Reports Server has a default Web Services installation. 3. type the URL into the Live Office Web Services URL field. To refresh your visualization with Live Office data 1. 2. Open the Data Manager and select the LiveOffice connection you want to make refreshable. A list of connection types appears. 2. Select Live Office Connections. 4. 5. replace <webserver> in the default URL with the name of your CMC to correctly complete the URL. The URL is cached so that you do not have to type it in each time you configure the LiveOffice connection.To create an Xcelsius Visualization using a Live Office connection 1. Open the Data Manager and click Add. Configure each of the Live Office views. Import an Excel workbook that contains Live Office data. Creating a Connected Visualization—Learner’s Guide 187 . Select the refresh options on the Usage Tab in the Data Manager.

This option controls only how many rows of data are returned. or at the set time interval. Views The Views area lists the Live Office Views that are used as data sources in the XLF file. To increase the original range that you selected: • a. which the end user can click to refresh the connection. Select a new range from your spreadsheet and click OK. Click the range that you want to adjust. Click the cell selector button under the Ranges area. Use the Live Office Web Services URL field to enter the location of the Live Office Web Services that the visualization will use to connect to Live Office data. • Refresh on Load automatically refreshes the data whenever you open the file. you will see the cell ranges that have been imported for the selected view. The ranges are split into headings and data grid. • b. On the Definition tab. or all of the Views listed in the Views area of the Definition tab. You can increase the range of cells that your Xcelsius 2008 visualization is able to accommodate so that if the data grows. set the refresh options you want. • c. This behavior is by design. Setting up a Live Office connection The Range option of the Live Office connector does not control how many columns are returned in an XLF file. the Xcelsius 2008 Visualization will be refreshed when you open it. you can choose one. Ranges The Ranges area lists the Excel ranges that can be selected for refresh in the XLF file. Depending on what option you chose in step 4. 188 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . click the View that you want the LiveOffice connection to refresh against. The time is measured in seconds. • Refresh on Interval automatically refreshes on the time interval you specify. On the Usage tab. You will need to add and configure a Connection Refresh button to the visualization. 5. Export your visualization to any format you choose. the refresh will be manual. • If you do not select either of these options. Note: If your Excel spreadsheet contains more than one View. In the Ranges area of the Definition tab. 4. when you click the Connection Refresh Button. some.3. The new cell range is reflected in the field next to the cell selector button. your Xcelsius visualization will continue to analyze the full data set properly. Only the data from the Views you choose will be refreshed when the Xcelsius visualization is refreshed.

Creating a Connected Visualization—Learner’s Guide 189 . Save Web Intelligence document as Quantity_Sold in the All > My Favorites folder. Instructions 1. Quantity_sold document part. select Insert > Web Intelligence Content. Quantity Sold from Measures class. From the universe list. Select Store Name from Store Class. 7. Activity: Setting up the workbook for use with Live Office data Objective • Build an Excel workbook populated with data from a Live Office connection to a Web Intelligence report Scenario You need to prepare a workbook for use with Xcelsius that pulls data from a Web Intelligence report. click the block in the window which displays the Web Intelligence document and click Next.0> BusinessObjects Enterprise > BusinessObjects Enterprise Java Infoview. select the eFashion Universe. 9.From the LiveOffice menu. select the Quantity_Sold report and click Next. in query filters place Year equals to Prompt Enter Year: 6. Log in using the user name and password provided by your instructor. 2. 4.Log in as Administrator with a blank password once Validation succeeded and OK button is active. you must set up a refresh-on-demand cell.In the Choose Data window. select value 2004. Click Run Query. Launch BusinessObjects Enterprise Java Infoview. This application can be found at Start>Programs> BusinessObjects XI 3. accept the name that is already displayed. The block of data will now be in the spreadsheet. Understand the process to build a spreadsheet of an OnDemand Live Office Connection against a Web Intelligence document. select Properties for All Objects. The Log onto BusinessObjects Enterprise dialog box appears. Launch Microsoft Excel. 11.From the LiveOffice menu. 8.In the Summary window. Select DocumentList. in the Live Office Object Name(s) field. Log out of Infoview. 5. 3. To set up the cell that will accept the year values to answer the prompt in Web Intelligence.Navigate to All > My Favorites.Click the Cell Selector button below the Ranges area to select a different range of cells to refresh. Click Finish. 13. 15. Select New > Web Intelligence Document. 10. 14. 12.

select Properties for All Objects.xls.This is where you will see the information of the Live Office objects. 24. 19. 23. select Refresh All Objects. This refreshes the data in the embedded Excel workbook and connects to the Web Intelligence document. Replace the embedded Excel workbook with Quantity_Sold_LO.Select the Choose Excel data range option. Activity: Populating your embedded Excel workbook with Web Intelligence data using Live Office Objective • To build a visualization based on an embedded Excel Workbook that uses a Live Office connection to an On Demand Web Intelligence report Scenario You need to prepare an Excel workbook for use with Xcelsius that pulls data from a Web Intelligence report. select the Enter year row and click Prompt Values. 21.From the Prompts tab. 17. The Prompt tab appears.You should see a prompt window.From the LiveOffice menu.Save the workbook as Quantity_Sold_My_LiveOffice. 20. Launch Xcelsius. 16.xls you created in the previous activity named Setting up the workbook for use with Live Office data. Note: You may also use the Live Office-enabled workbook named Quantity_Sold_My_LiveOffice.Use the cell selector button to bind the data range to $E$2 and click OK.From the LiveOffice menu. Understand the process to build a spreadsheet of an OnDemand Live Office Connection against a Web Intellgence document.xls. 3. Add a Column Chart to the canvas. Year values appear in a drop-down menu in the E2 cell.Select Quantity_sold document part and click the Refresh tab. Instructions 1. 190 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . enter 2005 and click OK.Make sure the Refresh Setting has OnDemand selected. 25.Click Ok to close the Properties for All Objects window. 18. 22.Click OK to close the Specify Prompt Values window. 26. from Activity_Resources. 2.

7. Bind the Data by Range field to cells B2 through B14.swf and verify the functionality of your visualuzation.4. Connecting to SAP data To consume SAP data in an Xcelsius visualization. 11. You will only use three values: 2001.In the Usage tab of your Live Office connection.Save file as Quantity_Sold_LO. Bind the Subtitle field to cell E2. returning only the records from the selected year.swf. After completing this unit. 8. select Label from the Insert Option list.Close Xcelsius and open Quantity_Sold_LO. bind E2 to the Trigger Cell and select the When Cell Updates option. The visualization recognizes the Live Office part that is already in the Live Office-enabled workbook. you will need to use QaaWS to connect to the OLAP universe.Click Close. 15.Using the Data Manager. This cell contains a bound parameter. Create a Crystal Report. 6. add a Live Office connection. 2002. Remove the extra labels from the list. 10. 17.Click OK. 14.To insert the label names into the spreadsheet. so any change to the parameter value triggers a data refresh. Add a Combo Box to the canvas above the Column chart. 16. check Refresh on Load and Refresh on Trigger. Bind the Title field to cell B1. Edit the label values. you will be able to: • Set up QaaWS to connect to the OLAP cube to access SAP data Setting up QaaWS to connect to the OLAP cube to access SAP data To set up QaaWS to connect to the OLAP cube to access SAP data in a Crystal Report These are high level steps that describe the procedure required for using data from SAP in an Xcelsius visualization. and 2003.Bind the Label Insert In field to E2. 12. 1. Creating a Connected Visualization—Learner’s Guide 191 .xlf and export file as Quantity_Sold_LO. On the Behavior tab. 5. 13. 9. select the appropriate option to suppress the missing values.

Review: Connecting to SAP data 1. 10. Add and binds components to the data you imported in step 7. 5. Publish to your BusinessObjects Enterprise. True or False. Create a new visualization using Xcelsius. Create a new visualization using Xcelsius. Xcelsius can connect directly to SAP data. 4. 3. when will you be prompted to present login credentials? 192 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 2. Import data from the Live Office-enabled workbook that you saved to your Enterprise. Save your Live Office-enabled workbook to your Enterprise. 8. Create a new connection using the Data Manager. 9. 7. Create Live Office-enabled workbook that consumes Crystal Report data.2. When you view an Xcelsius visualization that consumes secure SAP data.Export and save to your Enterprise. 6.

Scenario You and your teammates work for an oil company that wants to evaluate the impact of two variables (changing market price of crude oil and the average US production cost) on the company's profit per day and production costs per day. Sketch a mockup of your visualization on paper.Working with Business Requirements Knowing how to create dynamic visualizations that are connected to local and networked data is but the first part of successfully solving a business problem with visualized data. Instructions 1. Ensure that you know precisely who the audience will be. 3. and single value components that show the effects of changing crude oil market prices and the average US production costs. and data decisions as you build your visualization.xls from the resource CD. graphics. Make sure you are familiar with the structure of the data and the terms and jargon understood by your audience. This may often mean that you need to talk to the end users of your visualization and the owners of the data sources to be used in that visualization. Deeper Investigation Xcelsius visualizations are highly adept at displaying information. Knowing this information will help guide your layout. Create a visualization that meets the business scenario above. Creating a Connected Visualization—Learner’s Guide 193 . but making sure that information is helpful before you begin your Xcelsius visualization can help avoid re-work and wasted effort. Sometimes the real need behind a business requirement isn't expressed in the initial request. Activity: Visualizing Targets Objective • To build a visualization from scratch based on business requirements. Be prepared to ask additional open ended questions to help understand how the visualization will be used. place yourself within arms length of the source of business requirements. Your mockup should include a map-based alert for each state. the company needs to know which states are meeting their target given the changing value of those two variables. you will be able to: • Apply Xcelsius skills to produce a visualization that meets business needs • Analyze an existing Xcelsius visualization to take advantage of previously invested time and effort Gathering business requirements Whenever possible. 2. Review the data in well production3. In addition. After completing this unit.

4. Export your SWF and prepare to discuss how you created your visualization to the other students in class. 194 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . In many cases. Instructions 1. Analyzing an existing visualization Xcelsius visualization development is designed to be rapid. Export your SWF and prepare to present your visualization to the other students in class. Create a visualization that mimics the functionality in scanner_selector. and especially give thought to re-using existing visualizations to speed your development. Scenario You and your teammates have been assigned to design a visualization that mimics a competitors scanner selector tool.xls from the resource CD. 2.swf. modifying an existing visualization means less time spent creating and configuring components that your visualization would have in common with an existing visualization. Activity: Emulating existing visualizations Objective • To build a visualization from scratch based on business requirements. 3. Review the data in scanners. Always consider the workbook design and the choice and configuration of components on the canvas. Always aim to consider re-use when you build a model from scratch.

what is the source and destination for both the input and output? 7. to which cells should the Row Headers field be bound? 8.True or False. How many methods can be handled in a single Web Service connection? 6. 10.Quiz: Creating a connected visualization 1. In a Crystal Reports Data Consumer connection. 3. Where is the XML code file created? 5. When asked for input and output in the definition tab of the connection. there is no data displayed in the WSDL file. When should you use Excel XML maps? 4. Do both Xcelsius and Crystal Reports have to be installed on the same computer in order to connect an Xcelsius visualization to Crystal Reports data? 9. True or False: In the WSDL file created by Query as Web Service. True or False. You can have more than one Live Office connection in your workbook. What are three different ways to either automatically or manually refresh the data in your connection? 2.When can the model refresh the data from the Existing Live Office Connection? 11. You may have multiple connections of each connection type. Creating a Connected Visualization—Learner’s Guide 195 .

Lesson summary After completing this lesson. you are now able to: • • • • • • • Use live data sources Connect to XML data Connect to data using an existing Web Service Connect to Crystal Reports data Connect to BusinessObjects Universes using Query as a Web Service Use Live Office data Work with Business Requirements 196 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

Use the LCDS Connector to attach an Xcelsius visualization to the feed for Real-time data stream visualization. Adobe LiveCycle Data Services is a solution component within the LiveCycle product suite that provides a complete data infrastructure for enterprise Flex and AIR applications. Install LCDS & Xcelsius LCDS Connector.com/products/livecycle/dataservices/). 2. you will be able to: • Understand Adobe LiveCycle Dataservices connections Understanding Adobe LiveCycle DataServices connections Adobe LiveCycle is a rapid application development tool that allows developers to quickly couple services into targeted solutions. 3. To set up an LCDS 1.adobe. Use FlexBuilder/Eclipse to create a new LCDS project and some sample feeds. refer to the Adobe website (http://www. For more about Adobe LCDS. Deploy the LCDS project to Tomcat. Appendix: Optional Connectivity Units—Learner’s Guide 197 . 4.Appendix A Appendix: Optional Connectivity Units Introduction After completing this unit.

Connecting to Sharepoint Introduction After completing this unit. Add an Xcelsius Web Part to the SharePoint Web Part Gallery. Create a document library in SharePoint. you will be able to: • Add Xcelsius visualizations as SharePoint web parts Adding Xcelsius visualizations as SharePoint web parts To set up SharePoint web parts for use in Xcelsius visualizations This demonstration provides the high level steps required to add Xcelsius visualizations as SharePoint web parts 1. 198 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 4. 2. 3. Verify that the document library appears on your SharePoint home page. Create a Web Part Page.

Answer Key—Learner’s Guide 199 .Answer Key This section contains the answers to the reviews and/or activities for the applicable lessons.

200 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide .

Button A. What Property sheet would you use to indicate performance using color coding? Answer: Alerts. total that is represented on overall value. A. A. A chart that displays data that requires two dimensions to show each data point as a result of the intersection of X values and Y values. A. Description Decrease the size of the canvas by small increments. Several of the following items are Excel best practices when working with Xcelsius. Which one is not an Excel best practice? Answer Key—Learner’s Guide 201 . A. A. 2. 4. A. 5. It has an X axis and Y axis to represent the item location over the chart area. A chart that allows easy comparison of values in a radial layout. A chart that allows you to compare several variables over a period of time by adding one variable on top of another within a column. parameters. and a Z value to represent the item size. What are valid methods for bringing data from Excel into an Xcelsius model? Answer: ○ Copy from Excel and paste into the embedded Excel workbook in Xcelsius ○ Import external Excel workbook into embedded Excel workbook ○ Enter data manually into the embedded Excel workbook in Xcelsius 3.Quiz: Creating a visualization Page 92 1. Convert to SWF format and embed the file in a new PDF document. Increase the canvas to its full size. A. A chart that lets you compare a group of items or series based on three different A. Lock components together so they cannot be moved individually. Open an existing model. A. Click and drag components from the Components Browser to the canvas. A. Function Chart A chart that represents the distribution or participation of each slice (item) over a certain A. Preview the model to test the interactive behavior.

select Preview ➤ File ➤ Snapshot ➤ current Excel.Answer: d. A chart is bound to the embedded Excel workbook by Range (Data in Rows) to the workbook shown below.In Series. From the File menu. d. Use tabs for larger spreadsheets.XLF file? Answers: a. b. select Snapshot ➤ Current Excel data. select Export . XLF (Xcelsius design) 202 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . How can you specify the behavior of the bound chart so that it does not display the July values until those cells contain data? Answer: From the Behavior property sheet. SWF (Xcelsius Flash) e. From the File menu. 8. select Ignore Blank Cells . 7. Which of the following methods will produce an Excel . 6. Which files created in BusinessObjects Xcelsius Enterprise 2008 can be sent to BusinessObjects Enterprise? Answers: b. XLS (Excel) c.XLS file that contains a copy of the data in the embedded Excel workbook in an . From the Data menu.

Even if a global font is specified. weights. it is possible to specify the colors of individual components. you can change the colors for individual components once they have been added to the canvas. or legend. under Program Files.Quiz: Formatting a visualization Page 112 1. Where do you change the appearance of all components in a model in one step. you can specify unique fonts for each component. on your local computer. Which components have no layout options? Answer: Art and Backgrounds. including spacing. 2. Which of the following statements is true? Answer: c. Where are templates located? Answer: In the Template folder. You can specify the colors for groups of components in the Advanced Settings. Text can be formatted on the Text tab of the Appearance property sheet. 5. title label. but not for individual components. Answer: False. Answer Key—Learner’s Guide 203 . True or false? You cannot specify a unique font for a single axis label. True or false? When defining a custom color scheme. and so on? Answer: Changing the theme using the theme selector would change the entire look of the model in one step. Answer: False. 3. However. 4. 6.

What are some examples of valid usage for the Spreadsheet Table component? Answer: Tables can be used during design to view the values in cells in preview mode. bind the status to a destination cell and the key to a label. For example. 2. the value 4 will be sent to the selector. What data insertion option passes the location of the data in the data range to the selector? Answer: The Position option passes the location of the data in the data range to the selector. if the data selected is in row 4. Which component or function cannot be used to toggle dynamic visibility? Answer: c.Quiz: Adding interactivity to a visualization Page 148 1. Tables can also be used as a selector and to assist in troubleshooting. What are the correct steps for setting up dynamic visibility? Answer: On the Behavior property sheet. A range contained within a destination range specified in a selector 204 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . 3. 4.

Review: Connecting to Portal Data Page 185 1. Answer: Range 2. Name one element that must be configured on all three types of Portal Data connections. Answer: Portal Data without a connection allows designers to define parameters users can customize to display data in different ways. Answer Key—Learner’s Guide 205 . Name an advantage of using Portal Data without a connection.

when will you be prompted to present login credentials? Answer: If the visualization is viewed from BusinessObjects Enterprise. you will be prompted to provide credentials when the visualization first accesses the data. Answer: False.Review: Connecting to SAP data Page 192 1. Xcelsius can connect directly to SAP data. QaaWS must connect Xcelsius to a Universe that contains SAP data. 206 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . If the visualization is viewed from another location. you will be prompted to provide credentials when you log into the Enterprise. 2. When you view an Xcelsius visualization that consumes secure SAP data. True or False.

In a Crystal Reports Data Consumer connection. what is the source and destination for both the input and output? Answer: For the input. True or False. What are three different ways to either automatically or manually refresh the data in your connection? Answer: A. When asked for input and output in the definition tab of the connection. Where is the XML code file created? Answer: The XML code file is produced by the server-side script and can be accessed on a local machine or on a web server using an http connection. the source is the Web Service and the destination is a bound cell or cells in the embedded Excel workbook. Flash Variable. For the output. 6. 4. only one method may be consumed in each connection. 2. 7.Quiz: Creating a connected visualization Page 195 1. You may have multiple connections of each connection type. the source is a bound cell in the embedded Excel workbook and the destination is the Web Service. Answer: B. Automatically by schedule: Set the Refresh Options on the Usage tab of a connection. Do both Xcelsius and Crystal Reports have to be installed on the same computer in order to connect an Xcelsius visualization to Crystal Reports data? Answer: No. Automatically by trigger event: Specify a Trigger cell on the Common tab of the Behavior property sheet of the Connection Refresh button. or Crystal Reports Data Consumer connection types. You may only have one connection for the Portal Data. When should you use Excel XML maps? Answer: Use Excel XML maps when you are connecting to XML data with an unknown XML definition. The work required to create the SWF and the work required to create the RPT can be done on the same computer. Answer: False. or on several different computers. 3. Answer: C. How many methods can be handled in a single Web Service connection? Answer: Although some web services may offer multiple methods from a single WSDL. Answer Key—Learner’s Guide 207 . to which cells should the Row Headers field be bound? Answer: The Row Headers field should be bound to a range of cells that uniquely identify each record in the Data range. 8. Manually: User clicks on the Connection Refresh button. 5.

there is no data displayed in the WSDL file. You can have more than one Live Office connection. 208 BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity—Learner’s Guide . the only details are stored in the WSDL file is information pertaining the definition of the query but no actual secured data is exposed in the file.When can the model refresh the data from the Existing Live Office Connection? Answer: You can refresh via interval set in the Exisitng Live Office Connection or by Trigger cell via the Connection button.9. and those connections can be for more than one type of data source (for example. a Crystal Report instance.True or False. You can have more than one Live Office connection in your workbook. Answer: True. True or False: In the WSDL file created by Query as Web Service. 10. 11. You may also have connections to multiple cell ranges with data bound to different ranges of cells. or a Universe). a Web Intelligence On Demand document. Answer: True.

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