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BusinessObjects Xcelsius Enterprise 2008:

Core & Connectivity

Learner’s Guide

BOX310

Copyright

© 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.

CONTENTS

Course introduction Course description Course audience Prerequisites Additional education Level, delivery, and duration Course success factors Course setup Course materials Learning process

11

12

13

14

15

16

17

18

19

20

Lesson 1

Creating a Visualization

Lesson introduction Producing interactive visualizations Presenting data visually Using visual data Choosing the right Xcelsius product Setting up a visualization with embedded data Setting up a visualization with connected data Getting around in Xcelsius Using the Xcelsius interface Using toolbars Using the Components Browser Using the Object Browser Using the Property sheets Using the canvas Changing the layout of the interface Using document properties Using global settings Finding help Working with your Excel workbook Designing your Xcelsius visualization Designing your Excel workbook Working with your Excel workbook Applying best practices to your Excel workbook design Replacing the embedded Excel workbook Copying cells to the embedded Excel workbook Using recommended Excel functions

1

2

2

3

4

4

5

7

7

10

14

17

18

18

19

20

21

22

24

24

24

26

28

29

30

30

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

Quiz: Creating a visualization

92

Lesson summary

95

Lesson 2

Formatting a Visualization

Lesson introduction

97

Applying formatting options

98

Using color schemes

98

Creating custom color schemes

100

Formatting text in your visualization

103

Changing the layout of components

103

Using themes and template to apply formatting

105

Using themes

105

Using predefined templates

107

Using user-defined templates

108

Activity: Formatting a model

110

Quiz: Formatting a visualization

112

Lesson summary

113

Lesson 3

Adding Interactivity to a Visualization

Lesson introduction

115

Using selectors

116

Adding a selector

116

Understanding data insertion

116

Using each data insertion type in selectors

117

Setting default values for selectors

119

Using alerts in selectors

122

Importing graphics as selectors

124

Using a table as a selector

126

Using drill down to use a chart as a selector

127

Using the list builder selector to select multiple items

129

Activity: Creating interactive models using selectors

129

Creating interactive maps

131

Activity: Using maps

134

Adding dynamic visibility

136

Understanding dynamic visibility

136

Defining dynamic visibility display status

138

Choosing dynamic visibility options

139

Using formulas

140

Creating multi-layer reports

141

Activity: Creating interactive models using dynamic visibility

142

Troubleshooting interactivity

144

Troubleshooting with the Spreadsheet Table component

144

Alleviating common symptoms

144

Activity: Creating a presentation-ready visualization

146

Quiz: Adding interactivity to a visualization

148

Lesson summary

149

Lesson 4

Creating a Connected Visualization

Lesson introduction

151

Using Live Data Sources

152

Understanding the workflow required to use live data sources

152

Using the Data Manager to add and configure connections

152

Using the Connection Refresh button

154

Understanding the External Interface connection type

154

Activity: Using the External Interface connection type

156

Connecting to XML data

159

Understanding XML Data connections

159

Choosing XML Data as your data connection

159

Setting up an XML data connection by creating an XML definition

160

Optional Procedure: To set the Flash Player Security Settings to trust all local drives

163

Activity: Connecting to XML with a new definition

163

Leveraging Excel XML maps to connect to an existing XML definition

165

Activity: Connecting to XML with an existing definition using Excel XML maps

167

Connecting to data using an existing Web Service

169

Understanding Web Services

169

Choosing an existing Web Service as your data connection

169

Setting up your Web Services data connection

170

Activity: Connecting to data using an existing Web Service

171

Connecting to Crystal Reports data

173

Understanding the Crystal Report Data Consumer connection

173

Choosing the Crystal Reports Data Consumer as your data connection

173

Setting up your Crystal Reports Data Consumer data connection

174

Activity: Connecting to Crystal Reports data

175

Connecting to BusinessObjects Universes using Query as a Web Service

177

Understanding BusinessObjects Universes and Query as a Web Service

177

Choosing QaaWS as your data connection

177

Configuring a QaaWS connection to consume a WSDL

178

Activity: Connecting to BusinessObjects Universes using Query as a Web Service

179

Connecting to Portal Data

182

Using the Portal Data connection type with no connection

182

Using the Portal Data connection type with a Provider connection Using the Portal Data connection type with a Consumer connection

183

 

183

Activity: Using Portal Data with Dashboard Builder

183

Review: Connecting to Portal Data

185

Using Live Office data

186

Understanding the Live Office connection

186

Setting up a Live Office connection

188

Activity: Setting up the workbook for use with Live Office data

189

Activity: Populating your embedded Excel workbook with Web Intelligence data using Live Office

190

Connecting to SAP data

191

Working with Business Requirements

193

Gathering business requirements

193

Deeper Investigation

193

Activity: Visualizing Targets

193

Analyzing an existing visualization

194

Activity: Emulating existing visualizations

194

Quiz: Creating a connected visualization

195

Lesson summary

196

Appendix A

Appendix: Optional Connectivity Units

Connecting to LCDS

197

Understanding Adobe LiveCycle DataServices connections

197

To set up an LCDS

197

Connecting to Sharepoint

198

Adding Xcelsius visualizations as SharePoint web parts

198

To set up SharePoint web parts for use in Xcelsius visualizations

198

Answer Key

Quiz: Creating a visualization

201

Quiz: Formatting a visualization

203

Quiz: Adding interactivity to a visualization

204

Review: Connecting to Portal Data

205

Review: Connecting to SAP data

206

Quiz: Creating a connected visualization

207

AGENDA

BusinessObjects Xcelsius Enterprise 2008: Core & Connectivity

Introductions, Course Overview

Lesson 1

30 minutes

Creating a Visualization

7.75

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

1

hour

Applying formatting options

Using themes and template to apply formatting

Lesson 3

Adding Interactivity to a Visualization

4.75

hours

Using selectors

Adding dynamic visibility

Troubleshooting interactivity

Lesson 4

Creating a Connected Visualization

4.5

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

Connecting to SAP data

Course introduction

This section explains the conventions used in the course and in this training guide.

Course description

BusinessObjects Xcelsius Enterprise 2008 enables you to transform Excel workbooks into captivating visualizations with the ability to provide interactive what-if analysis. Use Xcelsius to build engaging dashboards for executives and business users. 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. You will improve your productivity by manipulating and linking your data to visually compelling analytics in a single design.

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. Users of Xcelsius Present 2008, Xcelsius Engage 2008, and Xcelsius Engage - Server 2008 will find this course useful, but should be aware that some features and functionality presented in this course do not mirror the exact functionality in their version of Xcelsius.

Prerequisites

While not required for this course, experience with these products and technologies will be helpful:

• Microsoft Excel

Additional education

Not applicable for this offering.

Level, delivery, and duration

This core level instructor-led course requires three-days to complete.

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

Course setup

Refer to the setup guide for details on hardware, software, and course-specific requirements.

Course materials

The materials included with the course materials are:

• Name card

• Learner’s Guide

The Learner’s Guide contains an agenda, learner materials, 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.

• Evaluation form

At the conclusion of this course, you will receive an electronic feedback form as part of our evaluation process. Provide feedback on the course content, instructor, and facility. 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.

• Online Help

Retrieve information and find answers to questions using the online Help and/or user’s guide that are included with the product.

Learning process

Learning is an interactive process between the learners and the instructor. By facilitating a cooperative environment, 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.

Objectives

How do I achieve the outcome?

The learners will assimilate new concepts and how to apply the ideas presented in the lesson. 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

How did I do?

The learners will have an opportunity to review what they have learned during the lesson. Review reinforces why it is important to learn particular concepts or skills.

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.

Lesson 1

Creating a Visualization

Lesson introduction

In this lesson, 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.

After completing 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

Producing interactive visualizations

Introduction

In this unit, you will learn about Xcelsius visualizations and the benefits of using Xcelsius visualizations in your presentations.

After completing this unit, 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. But what can you do if your audience doesn't use Microsoft Excel or is confused by rows, 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.

Which is easier for most audiences to understand? A static Excel worksheet?

for most audiences to understand? A static Excel worksheet? Or dynamic, interactive visualizations created with

Or dynamic, interactive visualizations created with Xcelsius?

All visualizations allow you to interact with a copy of a spreadsheet embedded into the

All visualizations allow you to interact with a copy of a spreadsheet embedded into the visualization file. You can select items from the drop-down menu in the Xcelsius visualization to change the display in the chart.

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.

• Use data from Excel workbooks to create dashboards and scorecards with alerts that indicate potential issues and opportunities for your organization.

• Identify problems in your source data or your underlying business assumptions that are difficult to see in tabular data.

For example, 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, easy-to-use format.

for each product line in an attractive, easy-to-use format. Alerts have also been set up with

Alerts have also been set up with a "red zone" below $2750, and a target of $4000.

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.

Xcelsius Engage 2008

Creates live dashboards from personal and corporate data sources. Consumes new or re-uses existing Web services and live data connection feeds.

Xcelsius Engage 2008 is limited to using a single web service.

 

Creates live dashboards from personal and corporate data sources without having to manually write Web services and live data connection feeds.

Xcelsius Engage-Server 2008

Xcelsius Engage-Server 2008 is bundled with Flynet Web Services Generator.

BusinessObjects Xcelsius Enterprise 2008

Creates secure and personalized business intelligence (BI) dashboards connected to BusinessObjects Enterprise or BusinessObjects Edge Series from Business Objects, an SAP company.

Easily connects to live enterprise data in SAP or BusinessObjects software.

Setting up a visualization with embedded data

When designing and deploying an Xcelsius visualization that uses embedded data, follow these steps.

1. Design

• Data

You can import any Excel workbook into Xcelsius. Data, formulas, and formatting found in the workbook will be included. 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. Macros, external spreadsheet and VBScript not supported.

You can also copy and paste cells from another Excel workbook to the embedded Excel workbook in your visualization.

To connect to other data sources, use the Data Manager to create live data connections that will populate your visualizations.

• Build and format the visualization

Add a combination of useful components (for example charts, gauges, tables, and maps) to your visualization and then bind those components to cells, rows, or ranges of data in your Excel workbook. Use the property sheets to set alerts, define behavior and customize the appearance of those components.

2. Publish the visualization

By clicking a single toolbar button in Xcelsius, your visualization can be produced as an interactive Flash file (SWF). Other toolbar buttons will produce the Flash file and automatically embed that Flash file in a PowerPoint presentation slide, Microsoft Word document, Outlook email message, or an Adobe PDF document. 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.

3. Deploy the published visualization

Host your Flash file in any environment including BusinessObjects Enterprise XI 3.1. Use HTML to call your SWF file on a web server. The only requirement for the end user is current version of the Adobe Flash Player. Excel is only required at design-time, viewers are not required to have Excel to view your visualization.

Setting up a visualization with connected data

When designing and deploying a connected Xcelsius visualization, you start with the design workflow to build the dashboard.

Creating a visualization involves this design workflow:

1. Import the data source

Always start with an Excel workbook populated with data from your corporate database, your BusinessObjects Enterprise relational database, or another data source. Avoid importing workbooks that include unsupported Excel functions, macros, and externally linked cells. Users of BusinessObjects Xcelsius Engage Server 2008 will not have the option to interact with BusinessObjects Enterprise XI 3.1. Import the workbook into Xcelsius.

2. 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, rows, or ranges in your Excel workbook. Use the property sheets to define the behavior and appearance of those components.

3. Connect the visualization

Using the Xcelsius Data Manager, you will add connections to a live data source (QaaWS, Web Service Connection, XML data, Flash Variables, Portal Data, Crystal Report Data Consumer, FS Command, LCDS Connections, Excel XML Maps, or Live Office Connections).

Once the connection is defined you will indicate the refresh rate and direct loading and idle messages to your visualization.

4. 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, you will learn about the Xcelsius interface and how to customize it to help speed your development of Xcelsius visualizations.

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

To create a new Xcelsius file • From the File menu, click New and select

To create a new Xcelsius file

• From the File menu, click New and select one of the following options:

• To create a new Xcelsius file with an empty embedded Excel workbook, click New.

• To create a new Xcelsius file and import an Excel file into the embedded Excel workbook, click New with Spreadsheet, navigate to and select the Excel file in the Open dialog box, and click Open.

A new file is created in Xcelsius.

To save an Xcelsius file

1. From the File menu, click Save As. The Save As dialog box displays.

menu, click Save As . The Save As dialog box displays. 2. Navigate to the appropriate

2. Navigate to the appropriate location for the file.

3. In the File name field, enter a unique name for the file.

4. Click Save. The file is saved and the title bar updates to reflect the specific name for the file.

title bar updates to reflect the specific name for the file. To open an existing Xcelsius

To open an existing Xcelsius file

1. From the File menu, click Open.

The Open dialog box displays.

The Open dialog box displays. 2. Navigate to and select the Xcelsius file. 3. Click Open

2. Navigate to and select the Xcelsius file.

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. Click Yes or No as appropriate.

The file opens in the Xcelsius interface.

Using toolbars

These toolbars contain all of the features that you will use most frequently when building visualizations in Xcelsius.

Standard toolbar

Button

Name

Description

NewCreate a new visualization.

Create a new visualization.

OpenOpen an existing visualization.

Open an existing visualization.

SaveSave changes to the current visualization.

Save changes to the current visualization.

PrintPrint the current visualization.

Print the current visualization.

Button

Name

Description

CutCut the selected components from the canvas.

Cut the selected components from the canvas.

CopyCopy the selected components to the clipboard.

Copy the selected components to the clipboard.

PastePaste any components on the clipboard to the canvas.

Paste any components on the clipboard to the canvas.

UndoUndo the last action.

Undo the last action.

RedoRepeat the last action that was undone.

Repeat the last action that was undone.

 

Selection tool  Toggle between one of two different cursor tools. The white arrow pointer allows you to

Toggle between one of two different cursor tools. The white arrow pointer allows you to click and drag components from the Components Browser to the canvas. The black crosshairs allow you to click in the canvas to add the component selected in the Components Browser.

 

Component tool  Click to add a pre-selected component to the canvas.

Click to add a pre-selected component to the canvas.

Note: Only one of the Selection Tool and the Component Tool buttons can be active at a time.

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.Tool and the Component Tool buttons can be active at a time. Manage Use this button

ManageUse this button to launch the Data Manager, where you can create new and edit

Use this button to launch the Data Manager, where you can create new and edit existing connections to other external data sources.

 

connections

Increase canvasIncrease the size of the canvas by small increments.

Increase the size of the canvas by small increments.

Decrease canvasDecrease the size of the canvas by small increments.

Decrease the size of the canvas by small increments.

Fit canvas to componentsReduce the canvas to align with the edges of the components on it.

Reduce the canvas to align with the edges of the components on it.

Button

Name

Description

Fit canvas to window Increase the window to its full size.

Fit canvas to window

Increase the window to its full size.

Change windows layout Quickly re-arrange the screen using one of four preset configurations:

Change windows layout

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.

Preview

Preview the visualization to test the interactive behavior.

Export toolbar

Button

Name

Description

Export toPublish to SWF format and embed the file in a new PowerPoint slide presentation.

Publish to SWF format and embed the file in a new PowerPoint slide presentation.

 

Powerpoint

Export to WordPublish to SWF format and embed the file in a new Word document.

Publish to SWF format and embed the file in a new Word document.

Export to OutlookPublish to SWF format and add the file as an attachment to a new Outlook

Publish to SWF format and add the file as an attachment to a new Outlook email message.

Export to PDFPublish to SWF format and embed the file in a new PDF document.

Publish to SWF format and embed the file in a new PDF document.

Export to Business Objects platformPublish a visualization and add it to the BusinessObjects Enterprise. Users of BusinessObjects Xcelsius Engage

Publish a visualization and add it to the BusinessObjects Enterprise. Users of BusinessObjects Xcelsius Engage Server 2008 will not have this option.

Themes toolbar

Button

Button Name Change Theme Description Choose a theme from the Themes palette to apply to your

Name

Change Theme

Description

Choose a theme from the Themes palette to apply to your visualization.

Button

Name

Description

Colors Choose from an existing color scheme, or create a custom color scheme.

Colors

Choose from an existing color scheme, or create a custom color scheme.

Format toolbar

Button

Name

Description

Group components Locks components together so they cannot be moved individually.Button Name Description Ungroup Unlocks grouped components so they can be moved individually.   components

UngroupUnlocks grouped components so they can be moved individually.

Unlocks grouped components so they can be moved individually.

 

components

Align leftAlign the left edge of selected components.

Align the left edge of selected components.

Center horizontally Align selected components horizontally through the middles of the components.Align left Align the left edge of selected components. Align right Align the right edge of

Align rightAlign the right edge of selected components.

Align the right edge of selected components.

Align topAlign the top edge of selected components.

Align the top edge of selected components.

Center verticallyAlign selected components vertically through the centers of the components.

Align selected components vertically through the centers of the components.

Align bottomAlign the bottom edge of selected components.

Align the bottom edge of selected components.

Space evenly across Horizontally distribute selected objects equal distances from each other.bottom Align the bottom edge of selected components. Space evenly down Vertically distribute selected objects

Space evenly down Vertically distribute selected objects equal distances from each other.distribute selected objects equal distances from each other. Make same width Make the selected components the

Make same widthMake the selected components the same width relative to the first component in the selection.

Make the selected components the same width relative to the first component in the selection.

Button

Name

Description

Make same heightMake the selected components the same height relative to the first component in the selection.

Make the selected components the same height relative to the first component in the selection.

Make same sizeMake the selected components the same size relative to the first component in the selection.

Make the selected components the same size relative to the first component in the selection.

Bring to frontBring component to the top layer.

Bring component to the top layer.

Send to backSend component to the bottom layer.

Send component to the bottom layer.

Bring forwardBring a component forward one layer.

Bring a component forward one layer.

Send backwardSend a component backward one layer.

Send a component backward one layer.

Using the Components Browser

Components are graphic objects, such as charts, gauges, or radio buttons, that can be added to the canvas, then bound to data ranges and/or formulas from the Excel file. They are the building blocks of your visualizations. 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. Alternately, all components can be viewed in an alphabetical list.

To add a component to the canvas from the Components Browser, just click to select and click the canvas, or click and drag.

You can view components by category:

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

Or in a tree menu:

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

Or in a list menu:

Or in a list menu: To add a component to the canvas 1. In the Components

To add a component to the canvas

1. In the Components Browser, navigate to the appropriate component using one of the following methods:

• To browse using an accordion menu, click the Category tab and click the appropriate heading to expand it or scroll through the list.

• To browse using a folder structure, click the Tree tab and click the appropriate folder to expand it.

• To browse an alphabetical list of all components, click the List tab.

2. 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, and release the mouse.

• Click the component in the Components Browser, and then click the appropriate location on the canvas.

The component is added to the canvas, and the property sheets update to display context-sensitive options for configuration.

3. To resize a component, click and drag the handles for the component to the appropriate proportions.

Using the Object Browser

Once you have added components to the canvas from the Components Browser, those components are listed in the Object Browser. You can use the Object Browser to select components so you can cut, copy, paste, delete, bring forward, move back, group, ungroup, and rename them by right-clicking to access the secondary menu. You can also place a check

mark under the eye to hide the component so you can more easily work with other components.

A check mark under the lock prevents changes from being applied to that component.

Examine the Object Browser shown. Note that all four components in the visualization appear

in the Object Browser.

in the visualization appear in the Object Browser. Objects at the top of the Object Browser

Objects at the top of the Object Browser list are closest to the canvas. New components are added to the bottom of the Object Browser list. Therefore, they reside on the top-most layer of the visualization.

To use the Object Browser

• In the Object Browser, do any of the following:

• To hide or unhide all objects on the canvas, click Hide in the toolbar.

• To hide or unhide individual objects, click the dot under the Hide button for the object.

• To lock or unlock all objects on the canvas, click Lock in the toolbar.

• To lock or unlock individual objects, click the dot under the Lock button for the object.

• To change the order of an object relative to other objects, select the object and click the up or down arrow.

• To delete an object, select the object and click Delete in the toolbar.

Using the Property sheets

Once a component has been added to the canvas, it must be configured using options on a Property sheet. You can access Property sheets by double-clicking on the component or right-clicking the component and selecting Properties from the context menu.

There are five Property sheets which allow you to specify options that change the functionality of the components on your canvas.

Property sheet

Purpose

General

Use the General Property sheet to bind the component to the data in the embedded Excel workbook.

Drill Down

Use the Drill Down Property sheet to enable the ability to drill into a component to get more data. This functionality is available for charts only. Th

Behavior

Use the Behavior Property sheet to set limits on numeric values and enable dynamic visibility.

Appearance

Use the Appearance Property sheet to apply formatting to individual components.

Alerts

Use the Alerts Property sheet to color-code performance indicators. This functionality is not available for all components.

Using the canvas

Only components on the canvas are active and part of your visualization. After you have added all of your components, it is a best practice to resize the canvas relative to the components on it. You have several options for resizing the canvas. You can also change the actual size of the canvas through the File menu.

To resize the canvas

• On the standard toolbar, do any of the following:

• To increase the canvas size, click Increase canvas.

Note: The canvas is increased in increments of five pixels in all directions each time you click the button.

• To decrease the canvas size, click Decrease canvas.

Note: The canvas is decreased in increments of five pixels in all directions each time you click the button.

• To resize the canvas to the dimensions of the components on the canvas, click Fit Canvas to Components.

• To resize the canvas to the dimensions of the canvas pane in the Xcelsius interface, click Fit Canvas to Window.

The canvas size adjusts as specified.

Changing the layout of the interface

You can arrange the elements of the screen (Component Browser, Object Browser, Canvas, and Properties window) using the docking, auto-hide, and quick view features of Xcelsius 2008. Docking allows you to fix the location of different elements or allow them to float independently. Once an element is docked, 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. Use the Quick View feature to jump to one of several preconfigured layouts. 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 and drag the title bar away from its fixed location to change it to a floating palette.

• To dock a window, click and drag the title bar of the floating palette to the location and release the cursor over the appropriate docking point.

and release the cursor over the appropriate docking point. • To hide a window, click the

• To hide a window, click the Auto Hide icon ( ).

• To unhide a window, move the cursor over the docked pane to display it and click the Auto Hide icon again.

• To apply a Quick View, from the View menu, click Quick Views and select the appropriate layout.

the View menu, click Quick Views and select the appropriate layout. Creating a Visualization—Learner’s Guide 19

Using document properties

The Document Properties dialog box modifies the properties of the active visualization. You can adjust the canvas to a preset or custom size, change default font size, or enter an optional description of the visualization. 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. 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).

than visualizations that use device fonts (non-embedded). While you can use Embedded Fonts for Xcelsius 2008,

While you can use Embedded Fonts for Xcelsius 2008, for best results use Global Fonts. If working with a visualization migrated from Crystal Xcelsius 4.5, it is recommend that you avoid using embedded fonts.

To change document properties

1. From the File menu, click Document Properties. The Document Properties dialog box displays.

2. To define the canvas size, do one of the following:

• To use a predefined canvas size, select the Preset Size option and select the appropriate size from the associated drop-down list.

• To define a custom size for the canvas, select the Custom Size option and enter the width and height in pixels in the associated fields.

3.

To use a global font, do the following:

a. Select the Use Global Font check box.

b. In the associated drop-down list, select the desired font.

c. Choose one of the following options:

• To not embed the font, select the Use Device Fonts (Fonts will not be embedded) option.

• To embed the font, select the Use Embedded Fonts option.

4. To add a description to the document, enter the text in the Description pane.

5. Click OK.

Using global settings

You can modify the global default preferences in the Preferences dialog box.

• On the Document tab, you can modify global settings for the canvas, themes, and colors.

• On the Grid tab, you can modify global settings for grid visibility, grid dimensions, and object "snap-to."

• On the Open tab, you can specify a specific folder to use when opening visualization files, or have Xcelsius remember the last folder you used.

• On the Language tab, you can select a default language for Xcelsius 2008.

• On the Excel Options tab, you can enable Live Office Compatibility, hide the Switch To/Retry dialog box, and limit the number of rows in a formula or component binding.

box, and limit the number of rows in a formula or component binding. Creating a Visualization—Learner’s

To change global preferences

1. From the File menu, click Preferences. The Preferences dialog box displays.

2. Click the appropriate tab.

3. Change the settings as desired.

4. Click OK.

Finding help

There are several sources of help in Xcelsius:

• Quick Start

From the Help menu, select Quick Start to show or hide the Quick Start Wizard which contains Quick Start tutorials.

• Xcelsius Help

From the Help menu, select Xcelsius Help to display a searchable HTML version of the Xcelsius 2008 User Guide.

• 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.

To use the Quick Start wizard

1. From the Help menu, click Quick Start.

The Quick Start pane displays in the interface.

2. Do any of the following:

• To view a brief explanation on how to create a model, click Start: Zero to "wow" in 5 minutes.

• To view a tutorial on how to create a model, click the Quickstart Tutorial link.

• To download samples and demos from the Business Objects website, click the Templates link.

• To view videos, tutorials, and other resources available through the Diamond Technical Community, click the Learning Center link.

• To view information on related products, click the Learn More link.

To view help topics

1. From the Help menu, click Xcelsius Help.

The Xcelsius 2008 User Guide dialog box opens in a browsable format.

2.

Do any of the following:

• To browse help topics in tree format, click the Content tabs, expand the branches of the tree, and select the help topic you want to view.

• To browse an alphabetical list of help topics, click the Index tab, scroll through the list, select the help topic you want to view, and click Display.

• To search for a help topic directly, click the Search tab, enter the keywords in the Type in the word(s) to search for field, click List Topics, select the help topic you want to view, and click Display.

Note: Keep in mind that, if you enter more than one word to search for, the list includes topics that meet any of the search terms.

The help topic displays in the pane on the right.

Working with your Excel workbook

Introduction

In this unit, you will learn how to design your Excel workbook to efficiently design and build Xcelsius visualizations.

After completing this unit, 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. 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. Retain this sketch during the creation of your Xcelsius visualization to help speed development and illustrate flaws in your design as early as possible.

Designing your Excel workbook

Xcelsius uses an Excel spreadsheet to serve as the mechanism for mapping data and formulas to the components in Xcelsius. Microsoft Excel has an enormous user base and is easy to use. There are three key benefits that Microsoft Excel provides when embedded inside Xcelsius

2008:

1. Data Model

You can enter highly aggregated data directly into the spreadsheet and visualize it, so there is no need for a database. You can also pull in highly aggregated data from external sources, including Web services, XML, and databases.

2. Calculation Engine

In addition to Microsoft Excel having a very familiar and flexible formula language, it also provides a calculation engine.

3. Eventing Model

When a cell changes, we get a data change event. This event is primarily used to instruct Excel to recalcuate cell values, but this data change event can be used to kick off other processes too.

A visualization with embedded data uses only the data and formulas from the original Excel

file. The visualization is completely self-contained, and does not rely on either Excel or on external data sources once it is exported to a SWF file format.

data sources once it is exported to a SWF file format. A connected visualization also uses

A connected visualization also uses the formulas and metadata from Excel. In addition, 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). Once the visualization is deployed, Excel and Xcelsius are no longer needed:

they are tools used only during design time. Once the visualization is exported to a SWF file format, it relies only on the external data source for live data connectivity.

Note: Users of BusinessObjects Xcelsius Engage Server 2008 do not have this option.

Working with your Excel workbook The design of the Excel spreadsheet can hamper or facilitate

Working with your Excel workbook

The design of the Excel spreadsheet can hamper or facilitate success with your Xcelsius model. When setting up your Excel workbook, consider the following:

• Only one Excel workbook can be embedded into your Xcelsius model at a time. The workbook may contain multiple spreadsheets.

• 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.

• If you plan to include interactivity as part of your model to perform "what-if" analysis, ensure that you have included the correct formulas in your Excel file.

Tips for working with the embedded Excel workbook: • Although the embedded spreadsheet is a

Tips for working with the embedded Excel workbook:

• Although the embedded spreadsheet is a fully functioning Excel spreadsheet, not all Excel functions are supported. Xcelsius 2008 does not support macros, conditional formatting, and some formula functions.

• Xcelsius 2008 supports moving bound data ranges. For instance, if your chart source data range needs to be moved down a row to fit in the title, simply select the range and move it to its new location. Xcelsius 2008 retains the new information and references the new range. However, if only part of the range is moved, the bound cell reference remains the same. If only part of the range is moved and you want the new location referenced, you must open the component's Properties panel and rebind the cell reference to the new location.

• The embedded spreadsheet allows you to change the sort order of your data. However, this action is not read as an event by Excel, and as such does not prompt Xcelsius to update in design mode. The new sort is reflected in Preview mode or the exported visualization. An update can also be forced by rebinding the range in the component.

Tips for working with Excel.

• Imported data overwrites all data in the current embedded spreadsheet but the components retain their cell-binding locations.

• You can copy and paste cells between Xcelsius 2008 and Excel. Excel values and formulas can be copied into Xcelsius 2008, but conditional formatting of cells is not retained.

• Xcelsius 2008 opens an instance of Excel that runs in the background. Although you can open a second instance of Excel, you cannot copy formulas between the instances. If you need to use Excel and Xcelsius 2008 files simultaneously, first open Xcelsius 2008, and then open your Excel files using the Windows Explorer.

• If you need to keep Excel and Xcelsius 2008 files synchronized, make your updates in the Xcelsius 2008 embedded spreadsheet and then export the data to an Excel spreadsheet.

• Xcelsius 2008 imports Excel files by copying the spreadsheet data and inserting the data into the Xcelsius 2008 embedded spreadsheet. Once data is imported, it is no longer linked to the original Excel spreadsheet. Any changes you make to the original Excel file do not appear in the embedded Excel workbook, nor do any changes to the embedded spreadsheet appear in the original Excel file.

• If you are using Excel 2003, you can see your default toolbars. Toolbar buttons not related to working with the data are disabled (Save, Open, Print, and so on.). These disabled buttons are functions that are handled by Xcelsius. The embedded Excel workbook is saved when the XLF model is saved using the Xcelsius Save functions.

• If you are using Excel 2007, you can see the ribbon displayed at the top of the program. In addition to the disabled buttons, the drop-down menus are disabled in the ribbon.

• You can add Excel functionality to the embedded Excel workbook by right-clicking any Excel toolbar and adding the toolbar with the desired functions.

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, tabular (row or column) format.

• Start with an empty workbook. Xcelsius 2008 does not support using spreadsheets that have links to otherspreadsheets or have macros in them. So it is a good idea to start with the empty spreadsheet that is embedded within Xcelsius 2008.Using the empty spreadsheet will also reduce the risk that you use Microsoft Excel functions or plug-ins that Xcelsius 2008 does not support.

• Divide data by type and store each type in its own worksheet. Start with three worksheets and name them logically (for example raw data, aggregated data, spreadsheet information).

• Logical content should flow in a rightward direction. For example, when multiplying columns the factored columns should be to the left of the product column.

• Do not manually enter content that could otherwise be automatically retrieved from a data source using a query. The spreadsheet should only contain visual indicators of query ranges, destination cell ranges (where the data goes, using color or numbers) and display cell ranges (what data is displayed by the component).

• Most components need summary data to be useful, prepare the necessary summaries in advance and include those summaries on their own worksheet in your embedded Excel workbook.

• When working with financial data, break out revenue and expenses.

• Keep the most frequently used destination ranges, selectors, and calculations at the top of your spreadsheet. When you bind Xcelsius components to data from your workbook, 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.

• Use colors, labels, titles, and borders to identify data types. For example, yellow = destination ranges and light green = formulas.

• Include a legend of colors used, where the dashboard is, 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.

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.

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.

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

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

Line chart, Area chart

Multi-dimensional trends

XY chart, Bubble chart

Comparative analysis

Bar chart, Stacked bar chart

Distributions

Pie chart, Radar chart

OHLC

OHLC chart, Candlestick chart

Choosing a chart type

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

Line chart

A

single- 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. The Dual Axis feature

allows you to plot a series on either the Primary or Secondary axis with this chart.

on either the Primary or Secondary axis with this chart. Pie chart A pie chart represents

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.

a certain total that is represented on the overall value. OHLC chart An OHLC chart is

OHLC chart

An OHLC chart is used primarily to display stock data. Each marker corresponds to the four stock price values, which are represented as lines attached to the marker.

Candlestick chart A candlestick chart is used primarily to display stock data. Each marker corresponds

Candlestick chart

A candlestick chart is used primarily to display stock data. Each marker corresponds to four

stock price values - open, high, low, and close - which are represented as colors.

high, low, and close - which are represented as colors. Column chart A single- or multi-column

Column chart

A single- 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. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

on either the Primary or Secondary axis with this chart. 34 BusinessObjects Xcelsius Enterprise 2008: Core

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. These types of charts are ideal when comparing several dimensions 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.

on either the Primary or Secondary axis with this chart. Bar chart A single- or multi-bar

Bar chart

A

single- 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.

on either the Primary or Secondary axis with this chart. Stacked bar chart A stacked bar

Stacked bar chart

A stacked bar chart allows you compare several variables over a period of time. 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 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.

Combination chart A combination column and line chart is ideal for displaying a range of

Combination chart

A combination column and line chart is ideal for displaying a range of values and a trend line

for those values. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

on either the Primary or Secondary axis with this chart. Bubble chart A bubble chart is

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. It has an X axis and a Y axis to represent the item location over the chart area, and a Z value to represent the item size.

the chart area, and a Z value to represent the item size. 36 BusinessObjects Xcelsius Enterprise

XY chart

An XY chart displays data that requires two dimensions to complete the analysis. The XY chart shows each data point as a result of the intersection of X values and Y values.

as a result of the intersection of X values and Y values. Area chart An area

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. The usual area charts are enhanced in Xcelsius with transparency effects, 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.

on either the Primary or Secondary axis with this chart. Stacked area chart A stacked area

Stacked area chart

A stacked area chart allows you to compare several variables over a period of time. Stacked areas allow you to compare one or more variables by adding one variable to another. These type of charts are ideal when comparing several variables over a period of time. The Dual Axis features allow you to plot a series on either the Primary or Secondary axis with this chart.

Radar chart A radar chart allows easy comparison of values in a radial layout. Filled

Radar chart

A radar chart allows easy comparison of values in a radial layout.

chart allows easy comparison of values in a radial layout. Filled radar chart A filled radar

Filled radar chart

A filled radar chart allows easy comparison of values in a radial layout, with the center area

filled in for greater visual impact.

with the center area filled in for greater visual impact. 38 BusinessObjects Xcelsius Enterprise 2008: Core

Adding a dual axis to your chart

Charts with a dual axis are used to visualize two trend-correlations between two unique measures.

two trend-correlations between two unique measures. Charts with a dual axis can also be used to

Charts with a dual axis can also be used to visualize two units of measure on one trend line.

be used to visualize two units of measure on one trend line. You can use the

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

Taking advantage of dynamic labels and titles

When you define the properties of a component, you can manually enter values like the labels and titles for a component, or you can bind these elements to specific cells, rows, and columns

in the source file. It is always a best practice to bind labels and titles
in
the source file.
It
is always a best practice to bind labels and titles to a cell in your embedded Excel workbook,

rather than specifying them manually. Binding labels to cells ensures that your components are updated if you re-import the source file, provided the cell reference hasn't changed. If you enter the value manually, changing the information in the source file and re-importing it does not have any effect on those properties.

Note: Some fields are never updated, even if the source file is re-imported. These are known as static data sources, and they are available only in rare situations, such as the display status key for dynamic visibility.

Using data in ranges

A chart component displays data by series. You can manually create the series, or Xcelsius

creates the series automatically by row or by column from a range of contiguous cells that you specify.

For example, a crosstab of data looks differently based on the orientation. This data can be read either by row or by column.

This data can be read either by row or by column. 40 BusinessObjects Xcelsius Enterprise 2008:

Here, the data is oriented by rows:

Here, the data is oriented by rows: Here, the same data is oriented by columns: To

Here, the same data is oriented by columns:

by rows: Here, the same data is oriented by columns: To insert and configure a chart

To insert and configure a chart component with a data range

1. Click and drag the appropriate chart type from the Components Browser to the canvas.

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

change to reflect the configurable properties for the chart. 2. On the General property sheet, for

2. On the General property sheet, for the Chart, Subtitle, Category (X) Axis, and Value (Y) Axis fields, which provide labels for the chart, do one of the following:

• To manually enter labels, type the titles in the appropriate fields.

• To bind the labels for the chart 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.

3. Select the By Range option.

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. It can be a single column or row, or multiple columns or rows, but all of the data must be located together.

If you are dealing with multiple columns or rows, Xcelsius automatically creates series for the data based on the cells you select.

4. Click the button to the right of the field associated with the By Range option to activate the Select a range dialog box.

5. In the embedded workbook, select the range of cells that contains the appropriate values.

6. Click OK.

7. Select the Data in Rows or Data in Columns option as appropriate.

8. Click Preview. The chart now displays the actual values from your source file.

Activity: Setting up a chart with a data range

Objective

• Bind a chart to a contiguous block of data

Instructions

1. Create a new Xcelsius document and save it as GrossSales2007.xlf .

2. Import the data in the Chart_Range.xls workbook from the Activity_Resources folder into

GrossSales2007.xlf.

3. Add a column chart to the canvas and enter or bind the titles to the data as appropriate.

4. Bind the column chart to the data range containing the gross sales for 2007.

Tip: Make sure to include the monthly headings so that category labels are automatically created.

You should have five series based on the data range.

5. Resize the chart and the canvas as required and preview the model.

Your model should look similar to this:

Your model should look similar to this: 6. Save your changes. Compare your visualization to SOLUTION_GrossSales2007.xlf

6. Save your changes.

Compare your visualization to SOLUTION_GrossSales2007.xlf in the Activity_Resources folder to check your work.

Using data in a series

If your data is not in a contiguous block, you will need to create each series manually. 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, except that the data does not need to be in a contiguous block of cells.

the data does not need to be in a contiguous block of cells. If possible, try

If possible, try to set up your data so that you can use a data range instead of defining the series one at a time. It's a good way to streamline the process of developing your models.

Defining category axis labels

Category axis labels are the values represented along the X axis of a chart. These labels are used to provide context for the data displayed in the chart. For example, if you were showing a line chart displaying sales over time, the category axis labels would be the time increments reflected in the data on the horizontal (X) axis.

increments reflected in the data on the horizontal (X) axis. You cannot define the category axis

You cannot define the category axis labels until you have specified at least one data series for the chart. Once the option is enabled, 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. In the example above, the abbreviations for each month used as category labels would be found in the cell range at Sales!$B$16:$M$16.

would be found in the cell range at Sales!$B$16:$M$16 . To insert and configure a chart

To insert and configure a chart component with a data series

1. Click and drag the appropriate chart type from the Components Browser to the canvas. The Property sheets change to reflect the configurable properties for the chart.

2. On the General property sheet, for the Chart, Subtitle, Category (X) Axis, and Value (Y) Axis fields, which provide labels for the chart, do one of the following:

• To manually enter labels, type the titles in the appropriate fields.

• To bind the labels for the chart 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.

3. Select the By Series option.

4. Click + to add a series.

5. For the new series, click the button to the right of the Name field to activate the Select a range dialog box.

6. In the embedded workbook, select the cell that contains the name of the series.

7. Click OK.

8. Click the button to the right of the Values (Y) field to activate the Select a range dialog box.

9. In the embedded workbook, select the range of cells that contains the values for the series.

10.Click OK.

11.Select the Primary Axis or Secondary Axis option to determine which axis to plot the series on.

12.Repeat steps 4 to 11 for each series.

13.Click the button to the right of the Category Labels (X) field to activate the Select a range dialog box.

14.In the embedded workbook, select the range of cells that contains the appropriate values.

15.Click OK. The chart now displays the actual values from your source file.

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.

Objective

• Bind a chart to multiple blocks of data

Instructions

1. Create a new Xcelsius visualization and save it as JanuaryGrossSales2006-2008.xlf.

2. Import the Chart_Series.xls spreadsheet into the new document, or copy and paste the data on January Gross Sales for all three years into the embedded workbook.

3. Add a Line Chart to the Canvas and enter or bind the titles to the data as appropriate.

4. For the line chart, create three series for 2006, 2007, and 2008. Bind each series to the January data for all regions.

5. Bind the category axis labels to the regions.

6. Resize the chart and the canvas as required and preview the model.

Your model should look something like this:

Your model should look something like this: 7. Save your changes. Compare your visualization to

7. Save your changes.

Compare your visualization to SOLUTION_JanuaryGrossSales2006-2008.xlf in the

Activity_Resources folder if you need to check your work.

Deciding when to use a range and when to use a series

Depending on your needs, you may choose one of these three methods:

• Method 1

By Range: If you have a contiguous block of data , 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. Xcelsius will automatically names the series and label the categories using column headers and row headers.

• Method 2

Hybrid: If you have a contiguous block of data , 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. Once the series are created, you'll switch to By Series and manually name each series and manually labeling your category labels.

• Method 3

By Series: Use By Series to add each series manually. You'll also need to manually name each series and label your categories.

Anticipating future data by ignoring end blanks

If you capture data periodically and are anticipating more data in the future, you can create a range that includes the cells in your workbook where that data will reside. Then, you can use

an option called "Ignore Blank Cells" to have the chart ignore those blank cells until they are populated with data. This eliminates the need to update the chart's binding each time you capture new data.

For example, if you have a spreadsheet that captures data on a monthly basis but the values for November and December are not yet available, select Ignore Blank Cells "In Values" for the missing data in your series. To ignore an entire series, select "In Series."

To ignore end blanks in a chart

• On the Behavior property sheet for a chart, under Ignore Blank Cells, select either of the following options:

• To suppress any missing values in the chart, select the In Values check box.

• To suppress any series that do not contain actual values, select the In Series check box.

Note: This option is only available for multi-series charts.

This option is only available for multi-series charts. The missing values are suppressed in the chart

The missing values are suppressed in the chart display.

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. Set up the chart to accommodate when new data is updated in the spreadsheet.

Objective

• Ignore end blanks in a chart

Instructions

1. Create a new Xcelsius document and save it as NumberOfOrders2008.xlf.

2. Import the Chart_End_Blanks.xls spreadsheet from the Activity_Resources folder into the new visualization, or copy and paste the data on Number of Orders for 2008 into the embedded Excel workbook.

3. Add a stacked column chart to the canvas and enter or bind the titles to the data as appropriate.

4. Bind the chart to the data range that contains the number of orders for all months in 2008.

Tip: Make sure to include the monthly headings so that category labels are automatically created.

5.

On the Behavior property sheet, configure the chart to ignore blank values.

6. Resize the chart and the canvas as required and preview the model.

Your model should look something like this:

the model. Your model should look something like this: 7. Save your changes. A solution file

7. Save your changes.

A solution file called SOLUTION_NumberOfOrders2008.xlf is included in the Activity_Resources folder if you need to check your work.

Using Xcelsius components

Introduction

In this unit, you will learn about Xcelsius features and components.

After completing this unit, 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, components are intended for two purposes: displaying output and receiving input. Some components can be used for one purpose only, while others can both receive input and display output.

Output components like charts and gauges are intended to display data only. They can be used

to show values or the results of formulas in a dynamic way (that is, you can hover your mouse over an output component to see the related values), but you cannot change the values in such

a component directly. Any cell containing a formula is automatically considered to be output.

Input components like sliders and selectors, on the other hand, are intended to be bound to cells that contain the values that affect formulas. You can use these components to add interactivity to your models, which allows you to perform "what-if" analysis. When a user changes the value in one of the single value components, it can affect the output values of other components based on the formulas you use.

Understanding single value components

As the name suggests, a single value component is bound to a single cell within the Excel file.

If the value in this cell is referenced by a formula where the result of the formula is displayed

in a chart or other component in your model, you can manipulate the single value component to determine what happens to the displayed output.

Some single value components can also be used for output, such as the gauge and the progress bar, to read an existing value in a cell.

Note: Unless you are using a single value component for output only, you should not bind it to a cell that contains a formula – if you do, you cannot change the value it displays.

Using single value component types

You can use single value components to display output or to enter input to add interactivity to your models. The maximum and minimum values for these single value components can be manually adjusted on the General property sheet. 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.

a marker that you can slide up and down to change the value. Dial This represents

Dial

This represents a variable that can be modified to affect other components in the form of a mechanical dial.

to affect other components in the form of a mechanical dial. Gauge This represents a single

Gauge

This represents a single value output and illustrates where the value lies within a range. The gauge should only be used to show output values, though it can be set up for input if you activate the play options; however, most users only recognize it as an output component, as on a car dashboard.

users only recognize it as an output component, as on a car dashboard. Creating a Visualization—Learner’s

Progress bar

This represents a value that changes and fills the progress bar area depending on its value. This can also be used as input if you activate the play options.

can also be used as input if you activate the play options. Spinner This represents a

Spinner

This represents a variable that can be modified to affect other components. Users can interact with the spinner by clicking the up and down arrows to increase or decrease the value, or by entering a value into the text box.

the value, or by entering a value into the text box. Play control This increases the

Play control

This increases the value of a cell in your model systematically. The buttons next to the play button speed up the process of scrolling forward or back through the values, while the buttons on the outside jump back or ahead to the next increment.

on the outside jump back or ahead to the next increment. Value This represents a single

Value

This represents a single cell of your Excel file. You can click and drag up and down or double-click and manually enter a value.

drag up and down or double-click and manually enter a value. To insert and configure a

To insert and configure a single value component

1. Click and drag the appropriate single value component from the Components Browser to the canvas.

The Property sheets change to reflect the configurable properties for the single value component.

the configurable properties for the single value component. 2. On the General property sheet, for each

2. On the General property sheet, for each required field, 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: Most single value components include a Title field and a Data field. However, this is not the case for all components. Refer to the online help for assistance in determining how to configure each type of component.

3. Select any additional options for the component, as required.

Note: The options available depend on the type of component.

Working with percentages

When working with percentages, Xcelsius requires that you enter the decimal equivalent of the percentage. For example, 75% would be entered as 0.75. To avoid the incorrect behavior in your single value component, you must configure several settings for percentages. 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%).

• Define the increment size in decimal format.

• Define the number format for values as Percent.

To use percentages in a single value component

1. On the General property sheet for the component, set the required minimum and maximum limits using a value between 0 and 1.

For example, to set a minimum limit of 25%, enter the decimal value .25. To set a maximum limit of 100%, enter the decimal value 1.

To set a maximum limit of 100%, enter the decimal value 1 . 2. On the

2. On the Behavior property sheet, set the required increment size. To increment the slider by 1% at a time, enter the decimal value .01.

the slider by 1% at a time, enter the decimal value .01 . 3. On the

3. On the the Text tab of the Appearance property sheet, do the following:

a. In the table, select the Value option.

b. In the Number Format drop-down list, select Percent.

c. In the Decimal Places field, enter 0.

Using play options For some of the single value components, you can activate play options.

Using play options

For some of the single value components, you can activate play options. Play options allow you to change your input values automatically within a given range.

Once you have enabled the play button for the component, you can also set up related options, such as Auto Replay, which starts playing at the lowest number again once the highest value has been reached. 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.

Play options can be used to turn output components such as the gauge or progress bar into input components.

Note: Play options are not available for the dual slider or the spinner.

To set up play options

1. On the Behavior property sheet for a single value component, under Interaction Options, select the Enable Play Button check box.

2. In the Play Time (seconds) field, enter the amount of time during which the

2. In the Play Time (seconds) field, enter the amount of time during which the single value component plays from the minimum limit to the maximum limit.

3. If desired, select either of the following options:

• To automatically reset the single value component back to the minimum limit once it reaches the maximum limit, select the Auto Rewind check box.

• To automatically restart playing through the values, select the Auto Replay check box.

Using the Image component

Use the image component to add graphics, logos, custom JPG backgrounds and SWF animations to your presentations. You can also add another Xcelsius model into your model.

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, indicate the URL to your image. During runtime, the image is loaded from that location. The file size of your model will be smaller with linked files, which reduces the loading time. The biggest advantage is that the model doesn't need to be re-published if the graphic or animation changes. Update the graphic in its external location and your model will display the new graphic during runtime.

• Embedded files

If you choose to embed a loaded image, 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.

Note: If you link to an image file, Xcelsius will generate a sub-folder with the same name as the SWF during export and put the image in that folder. 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.

• Block Mouse Events

When layering components in your model, users can still click and activate controls even though they are hidden beneath other components. This means you can create a custom button by layering a background component on top of a toggle button, icon, or check box, and resizing the components as appropriate. If you do not want the control active, the Block Mouse Events setting will disable the controls below the image component.

• Transparency

Use this slider to determine the transparency of the animation or image file.

To insert and configure an image or animation

1. Click and drag the image component from the Components Browser to the canvas.

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

to reflect the configurable properties for the component. 2. Click Import . The Open dialog box

2. Click Import. The Open dialog box displays.

3. Navigate to and select the image or animation.

4. Click Open.

5. Do any of the following:

• To resize the image based on the size of the component, select the Resize Image to Component check box.

Note: Ideally, you should select this option prior to importing the image.

• To embed the images in the Xcelsius file so that connectivity is not required, select the Embed File check box.

Note: You cannot embed another Xcelsius SWF file.

• To change the transparency level of the background, click and drag the Transparency selector to the appropriate level, or manually enter the percentage in the associated field.

• To prevent actions related to the background, select the Block Mouse Events check box.

• To hide the background color of the SWF so that the components behind it are visible, select the Hide SWF Background Color check box.

Using a container component

The Panel Container and Tab Set group and display other components.

Panel Container

The panel container groups components into a single scrollable container. A panel container

is very useful when trying to display a single component (for example, a table) that is larger

than the space available on the screen. The panel container also allows editable groups without

using the properties window.

Tab Set

The tab set container allows you to layer components directly on top of one another, and then

selectively display one of the components when the tab that contains the component is clicked.

A tab container is very useful when trying to display several large components that do not

need to be visible at the same time.

To add components to a container

1. Click and drag the container from the Components Browser to the canvas.

2. On the General property sheet, for the Title or Label field, do one of the following:

• To manually enter the title, type the value in the Title field.

• To bind the title 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. On the canvas, click and drag the component into the container.

4. For the tab container, to add more tabs, do the following:

a. Select the tab.

b. Click (+).

c. Do one of the following:

• Enter a label in the Label dialog box and click OK.

• Leave the label blank, click OK, and repeat steps 2 and 3.

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, it is given the color assigned

to that range.

You can set your own threshold values, specify a percentage of a value, or bind the threshold values to cells in your embedded Excel workbook. You can also define how the thresholds are calculated and specify the formatting that is applied when those thresholds are achieved.

Alerts are not available for all components, depending on what type of data the component

Alerts are not available for all components, depending on what type of data the component is intended to display. Components that display portions out of the whole, like the pie chart and the area chart, do not support alerts. You also cannot set alerts for multi-series charts (try using a selector and a chart that references a single series instead). You can use alerts with a few selectors too (Combo Box, Icon, Label Based Menu, List Box, List Builder, and Ticker).

In the following visualization, an alert is used to code each bar in the bar chart. Green bars indicate the total sales are above the target values for that line. Yellow means sales were equal to target, and red indicates that sales were below target.

Setting up alerts The following steps are involved in setting up alerts: 60 BusinessObjects Xcelsius

Setting up alerts

The following steps are involved in setting up alerts:

The following steps are involved in setting up alerts: 60 BusinessObjects Xcelsius Enterprise 2008: Core &

To set up alerts

1. Select the component on the canvas and activate the Alerts property sheet.

on the canvas and activate the Alerts property sheet. 2. Select the Enable Alerts option. Note:

2. Select the Enable Alerts option.

Note: Whether you can activate alerts and which types of alerts are available depends on the type of component.

3. Select one of the following alert types:

• As Percent of Max Value

Note: The maximum value is defined on the General property sheet.

• 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.

4. If you selected the As Percent of Target option, do one of the following:

• To manually enter the target, type the value in the field.

• To bind the target to the value in a specific cell, click the button to the right of the field to activate the Select a range dialog box, select the cell, and click OK.

5. To define the threshold levels for the alert, do any of the following:

• To change the thresholds for an existing level, click the cursor in the From or To cell in the table, type the new value, and click the cursor outside of the cell to commit the change.

• To add a new level, enter the upper threshold for the level in the field above the table and click Add.

• To define the thresholds automatically based on values in the embedded workbook, select the Use a Range check box, click the button to the right of the field to activate the Select a range dialog box, select the range of cells, and click OK.

6. To define the colors for the threshold levels, do one of the following:

• To define the colors automatically, select the Enable Auto Colors check box. If desired, click the Color Selector for the auto colors and select a different predefined gradient or create a custom color scheme.

• To define the colors manually, select the level, click the Color Selector for the level, and select the appropriate color for the level. Repeat for all levels.

7. Under Color Order, 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. Under Alert Location, 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:

Input Text

The Input Text component is a single entry field that allows users to enter text. Users can enter long strings, but the display is limited to the physical size of the component.

display is limited to the physical size of the component. Input Text Area The Input Text

Input Text Area

The Input Text Area component is a scrollable entry field that allows users to enter long strings of text. Entries wrap within the component.

long strings of text. Entries wrap within the component. Label The Label component is a simple

Label

The Label component is a simple text label that is not intended for input. This can be used to create additional titles, labels, and help text.

To insert and configure a text component

1. Click and drag the appropriate text component from the Components Browser to the canvas.

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

to reflect the configurable properties for the component. 2. On the General property sheet, choose one

2. On the General property sheet, choose one of the following:

• To bind the label to the value in a specific cell, select the Link to Cell option, click the button to the right of the field to activate the Select a range dialog box, select the cell, and click OK. If appropriate, click Apply Cell Formatting to retain the formatting from the embedded Excel workbook.

• To manually enter the label, select the Enter Type option and type the label in the text box.

3. To apply HTML formatting, select the Enable HTML Formatting check box.

4. For input components, under Data Insertion, do the following:

a. To display the data in the text component by default, select the Insert Data On Load check box.

b. Click the button to the right of the Destination field to activate the Select a range dialog box.

c. Select the cell.

d. Click OK.

Understanding other component types

A variety of special use components are available in the Other category.

Calendar

The calendar selector allows you to select a date or display a date from the embedded Excel workbook.

a date or display a date from the embedded Excel workbook. Local Scenario Button The Local

Local Scenario Button

The Local Scenario Button saves specific combinations of values during "what-if" analysis and returns those scenarios at a later time. 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.

are not included when the model is sent to another computer. Trend Icon This display component

Trend Icon

This display component indicates positive versus negative values using color-coding. It is similar to an alert. The Trend Icon changes its pointing direction, depending on the value of the cell to which it is linked:

• If the value is positive, the arrow points up.

• If the value is zero, the symbol is neutral.

• If the value is negative, the arrow points down.

• If the value is negative, the arrow points down. History The History component is linked

History

The History component is linked to a data point and records the value of that point every time it changes. It can also be configured to record the value at a set time interval.

Panel Set

The Panel Set component combines the functionality of the Image component and the Panel container. Each pane in the panel set can contain its own image or animation.

in the panel set can contain its own image or animation. Source Data The Source Data

Source Data

The Source Data component indexes the selected source data range. This component does not have a visual display; 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.

Trend Analyzer

The Trend Analyzer combines data analysis and visualization. The component analyzes spreadsheet data and inserts data points for a trend line into the spreadsheet, which can then be added to a component in your visualization.

Print Button

The Print Button launches the Print dialog box when clicked during runtime. The print button is part of the canvas and will be visible in the printout. Only components visible at the time the Print button is clicked will be visible in print. If you have dynamically visible components then only those currently visible on the screen will print.

then only those currently visible on the screen will print. 66 BusinessObjects Xcelsius Enterprise 2008: Core

Reset Button

The Reset Button returns the visualization to its original state. Users can interact with the components, then click the button to clear their changes.

components, then click the button to clear their changes. Grid The Grid component is a dynamic

Grid

The Grid component is a dynamic table that represents a group of rows and columns of content. The Grid lets you show the data just as it is on any table, or perform data modification that can impact other components. The Grid component differs from the Spreadsheet and List View components in that rather than being a static representation of the data table, the user can click the cells of the Grid and type new values or drag the values higher/lower.

Grid and type new values or drag the values higher/lower. Understanding the Calendar component The Calendar

Understanding the Calendar component

The Calendar component allows you to input a day or date into your embedded Excel workbook. The day, month and year values can be added to a single cell, or day, month and year can each be in their own individual cell.

In this example, the full date is entered in the destination cell, rendered as julian value:

entered in the destination cell, rendered as julian value: The same component is configured here to

The same component is configured here to insert the day:

To insert and configure an interactive calendar 1. Click and drag the calendar component from

To insert and configure an interactive calendar

1. Click and drag the calendar component from the Components Browser to the canvas. The Property sheets change to reflect the configurable properties for the calendar.

to reflect the configurable properties for the calendar. 2. On the General property sheet, for the

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. Under Data Insertion, do the following:

a. In the Insertion Type drop-down list, select the appropriate type.

Tip: To view a help movie explaining how the Day and Date insertion types work, click the info icon next to the drop-down list.

b. For the Destination, Month Destination, and Year 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: The interactive calendar component can be used for output only by adding the component without specifying the destination cells for input.

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). The component appears on the canvas.

are assigned to the client (SWF). The component appears on the canvas. Creating a Visualization—Learner’s Guide

However, it does not appear in the published SWF.

However, it does not appear in the published SWF. To add a trend analyzer to a

To add a trend analyzer to a chart

1. In the embedded Excel workbook, create a new column to store the trend values.

2. Click and drag the trend analyzer from the Components Browser to the canvas.

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

to reflect the configurable properties for the component. 3. On the General property sheet, for the

3. On the General property sheet, for the Data field, do the following:

a. Click the button to the right of the Data field to activate the Select a range dialog box.

b. Select the cells to be analyzed.

c. Click OK.

4. Under Trend/Regression Type, do one of the following:

• To have Xcelsius determine the best type of analysis, select the Use Best Fit option.

• To specify the type of analysis, select the Select a type option and select the thumbnail for the desired type.

5. For the Analyzed Data Destination field, do the following:

a. Click the button to the right of the Analyzed Data Destination field to activate the Select a range dialog box.

b. Select the cells set up in step 1 to store the data.

c. Click OK.

6. If desired, under More Options, bind the other available destinations.

7. Adjust the properties of the chart to include the new column in the data range of the chart.

Adding Print and Reset buttons

The Print Button enables an end user to trigger a snapshot of the published SWF in its current state. You can scale the print to a percentage of the original size, or automatically scale to fit the page. Using the Print Button produces a higher quality print than using your browser's print screen function.

The Reset Button provides a method for end users to reset the model or dashboard to its original state. If the visualization contains a live data connection, the Reset Button does not reload data; it merely returns the visualization to its original state. The Reset Button does not reset the values for Flash Variables.

To insert and configure a Print or Reset button

1. Click and drag the Print or Reset from the Components Browser to the canvas.

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

to reflect the configurable properties for the button. 2. On the General property sheet, for the

2. On the General property sheet, for the Label field, do one of the following:

• To manually enter the value, type the value in the Label field.

• To bind the value for the component to the value in a specific cell, click the button to the right of the Label field to activate the Select a range dialog box, select the cell, and click OK.

3. For the Print button, on the Behavior property sheet, set the print scale.

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. The History component can be configured to record a value when a trigger event occurs, or at a fixed time interval.

In the example shown, each time any option is selected in the List Box, the value is recorded in table. The most recently recorded value is at the bottom.

in table. The most recently recorded value is at the bottom. To insert and configure the