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Instructions for downloading Xcelsius You will need to use your personal laptops for doing this assignment. Connect to the SCMHRD network. Goto path Run: \\comp45\xcelsius Use user id : rollno@scmhrd.com Click on folder xcelsius2008sp3 Click on setup.exe Choose language English Follow instructions and read the License Agreement please note the agreement can be found in other languages (available in the folder) A Xcelsius 2008 Setup box will pop-up Click through the next key steps The product keycode is CS519-P8D6JZ9-000ESKA-1U0E This keycode expires 60 days after installation - Please check back for updated keycodes Copy files GBI Xcelsius workshop.xls and logo- Global Bikes.bmp to your laptops. Once installation is complete, search for the software by going to Start->Choose All Programs -> then Xcelsius
Instructions for submission (A) Create a folder in \\comp45\Xcelsius\Design Dashboard - Assignment MBA-2012-14 Sem-I and use your group number to name the folder. (B) Paste the PowerPoint slide of your dashboard in the folder as per instructions given in handout point no : 133. (C) Wherever there is _ _ _ in the below material student have to use their group Code. Evaluation is based on the group code. SAP Business Intelligence provides a broad range of reporting tools to facilitate decision making of the different end users. One reporting format which is gaining increased popularity is the use of dashboards. Dashboard reports are interactive reports that allow decision makers to quickly view the key information that is core to their decisions. They provide simple to use interfaces which can be embedded in a number of applications including web pages and presentations. The CEO of Global Bike Inc. has asked for a report which outlines the sales for each product group for each region. She needs this information to quickly identify any sales trends. Her business intelligence team provided the following report in spreadsheet format.
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She has indicated to her team that while the report contains all the necessary information, it is not easy to interpret and perhaps this information can be supplied in a more user friendly format. In response to these concerns, it was decided to build a reporting dashboard that was interactive, easy-to-use and supplied the necessary information. Before the team built the dashboard, they created a design on paper to capture the key requirements. Often when people build dashboards they spend on a lot of time on making it look good rather than determining what information needs to be displayed.
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Once the paper-based design was agreed to, the team built the following dashboard. You can see from the reporting dashboard below that the information is still available and sales trends and alerts are easily identified. In this exercise you will build the following dashboard using SAP Xcelsius.
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Creating a Dashboard
1. Choose Start Programs Xcelsius Xcelsius 2008. If you have downloaded the demonstration version of Xcelsius from the internet, a dialog screen will appear with a number of options. 2. Click to continue.
Canvas
Properties
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The Canvas frame is the white work area where you can place components in order to create a visualization.
The Components frame includes objects that can be added to your Dashboard. There are 3 different ways to view Components in this frame: Category, Tree or List.
The Properties frame contains the setting and format options for the selected component. After you place a Component on the canvas area, you can access the Properties panel by double-clicking the selected component. The Properties will vary depending on the Component.
The Spreadsheet frame incorporates an embedded spreadsheet. This fully functional spreadsheet is displayed below the Canvas and contains the source data for your visualizations. You can add, modify, and delete your data directly within the spreadsheet. Alternatively, you can import an Excel spreadsheet, or import data into the Spreadsheet frame (e.g., from Microsoft Access) using the Get External Data option, which is located on the Excel Data ribbon.
The Object Browser frame enables you to view and select the Components on your Dashboard.
Note: Each of these frames can be resized or hidden. To resize an area, drag the edge of the frame. Before you start building a dashboard you need an understanding of the data that will form the foundation of the dashboard. For the purpose of this exercise, you will import a spreadsheet which contains the necessary data. 3. Click on the toolbar to import a spreadsheet.
4.
Click box.
dialog
5.
Locate GBI Xcelsius Workshop spreadsheet on your computer. This file is available from your workshop leader.
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Before you start building the dashboard, scroll through the spreadsheet to familiarise yourself with the data. You can see that there is sales data for each month for each bicycle category, which has been grouped by different sales regions. A Destination area (yellow) has been added to the spreadsheet to assist with the dashboard.
Your first objective will be to create a menu and a chart. The chart will be based on the values that appear in the yellow area. Each time you select a bicycle category value from the menu, the sales figures for that category will appear in the Destination area (yellow), and thus update the chart.
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8.
Scroll
9.
Drag and Drop the Chart icon onto the Canvas frame.
Your screen should look similar to below. Dont worry if the Chart is not in the same location as it can be easily moved at a later stage.
You should also notice that the Properties frame has changed to include the Column Chart properties. These properties determine different aspects of the chart, including its data and appearance. (Again, note that you can drag the edge of the Properties frame to expand it.) Across the top of the Properties frame are a number of icons (General, Drill Down, Behaviour, Appearance, Alerts). Each icon is a separate tab, which displays a number of related fields when clicked (i.e., properties have been grouped into these categories). When a component (object) on the canvas is selected, the Properties for that Component will appear.
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11.
Type
12.
Delete Sample Sub Title text in the Subtitle: text box to remove this from the chart.
You now have to indicate the location of values (cell references) which the Chart will be based on.
13.
Click
14.
Click
to add a Series.
15.
Type
You now need to indicate the location of the data that will form the basis of the Chart. Previously we mentioned that the data once selected would appear in the yellow cells (B4:M4).
Xcelsius provides the Cell Reference icon to allow a user to quickly select a range in the spreadsheet and then insert this range in the text box. You are now going to indicate the range of cells in the spreadsheet that contain the Chart values.
16.
Click box.
dialog
17.
Drag
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You can check that the selected range is correct. Enter a number in each of the yellow cells to see if you chart responds. If your range is correct then you now need to add the X axis labels (months).
19.
Click next to the Category Labels(X): text box to display the a Range dialog box.
Select
20.
Drag
21.
Click
You will notice that each month appears as an X-axis label. Similar to other charting applications, you can change the appearance or format of the chart. Changes can be done by selecting the Appearance properties. Ensure that the Chart in the Canvas area is still selected before attempting to edit any properties.
22.
Click
You will notice that a number of tabs have appeared which group the various Appearance properties.
You are now going to change the format of the Y-axis labels to indicate they are currency.
23.
Click
24.
Click
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26.
Click
27.
Enter
Notice that your Chart changes accordingly. Before proceeding further, you should save your dashboard.
28.
Click
29.
Type
30. 31.
Select Click
Selectors
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33.
Scroll
34.
Drag and Drop the Accordion Menu icon onto the Canvas frame.
Your screen should look similar to below. Dont worry if the Accordion Menu is not in the same location as it can be easily moved at a later stage.
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35.
Click
36.
Type
You now need to define the Category names, Item names and the Source Data. In addition, once the Source Data for each Item is selected you will need to identify the Destination where the data will be copied to. As mentioned previously, the Destination data will form the data set for the Column Chart created previously.
37.
Click (cell reference) icon next to the Destination: text box to display the Select a Range dialog box.
38.
Drag
39.
Click
40.
Click
You will notice that Category1 appears. You can either type a new Name for this Category or reference a cell where the Name exists on the spreadsheet.
41.
Type
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42.
Click
next to the Labels: text box to display the Select a Range dialog
box.
43.
Drag
44.
Click
You will notice that the Accordion Menu has changed accordingly to include the different product categories. You now need to identify the Source Data range (B10:M14) associated with these Items.
45.
Click
next to the Source Data: text box to display the Select a Range dialog box.
46.
Drag
47.
Click
You have completed the process for the Australia Category. It is important to test the menu before you add the other Categories.
48.
Click
Xcelsius provides a Preview function to enable to quickly view what your dashboard would look like once finished.
49.
Click
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50.
Click
51.
Click
to return to My Workspace.
You now need to add the remaining Categories and Items. You do not need to alter the Destination as data selected will be copied to the same Destination for the Chart.
52.
Click
53.
Type
You will notice that the Category name has changed on the Canvas. You now need to identify the Item labels.
54.
Click
next to the Labels: text box to display the Select a Range dialog
box.
55.
Drag
56.
Click
You will notice that the Accordion Menu has changed accordingly to include the different product categories. You now need to identify the Source Data range (B21:M25) associated with these Items.
57.
Click box.
next to the Source Data: text box to display the Select a Range
dialog
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59.
Click
You have completed the process for the Brazil Category. It is important to test the menu before you add the other Categories.
60.
Click
61.
Click
62.
Click
63.
Click
64.
Click
to return to My Workspace.
To complete the remainder of the Accordion Menu using the following details: Category Name Canada Germany India Labels A31:A35 A42:A46 A53:A57 Source Data B31:M35 B42:M46 B53:M57
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66.
Click
67.
Click the various Categories and Items to test that the Chart changes accordingly.
Grids
The Chart in its present format indicates trends in sales but it is difficult to determine the exact sales amount. However, you can place the mouse on each of the columns to reveal the exact sales amount. Notwithstanding, the BI team has decided that it would be beneficial to add a Grid component to the dashboard to display the sales amount for each month, once the Item is selected. The dashboard is expected to look similar to the below image.
68.
Click components.
69.
Scroll
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You will notice that the Grid is currently in a 5x3 format. This will automatically change to reflect the data range chosen to be included in the Grid.
71.
Select
72.
Click box.
dialog
You will notice that the cell range that you previously selected appears in the dialog box.
73.
Click
74.
Click
75.
Click
You will notice that a number of cells include hash symbols (#) to indicate that the cell is too small to display the data. We will now edit the size of the font and change the sales amounts to currency.
76.
Click
to return to My Workspace.
77.
Click
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79.
80.
Click
of the list box in the Number Format area to display the different formats available.
81.
Click
82.
Enter
It is also possible to resize the Grid using the handles once it is selected.
83.
Click
84.
Click
Test your dashboard by selecting different Categories and Items to see changes to the Chart and Grid.
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85.
86.
Scroll
87.
Drag and Drop the Gauge icon onto the Canvas frame.
You now need to indicate the cell range which the Alert will be using as input. Previously, a formula was created in the spreadsheet cell B4 to calculate the total of the input area (yellow). The Alert will compare this value against the prescribed values (see below).
88.
Click
89.
90.
Click
Notice that the pointer moves to reflect the test total. You now need to adjust the scale of the Gauge.
91.
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92.
Click
93.
Click
You will notice the Maximum Limit has been transferred to this screen. As mentioned earlier the CEO wants to view the sales amounts as compared to this maximum amount.
94.
Click
to select it.
You now have to apply the other requirements of the CEO in regards to ranges that are considered unacceptable (<10%) acceptable (>10% <70%) and commendable (>70%).
95.
96.
Type 10%
Notice that 10% becomes the minimum of the next row. The remainder of the thresholds are correct except red should indicate sales that are poor. This can be changed in the Color Order.
97.
Click
98.
Click
99.
Click
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100. Click
101. Click
102. Click
You will notice there are a number of text items that can be formatted.
103. Click
104. Click of the list box in the Number Format area to display the different formats available.
105. Click
106. Enter
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108. Click
Test your dashboard by selecting different Categories and Items to see changes to the Chart, Grid and Alert.
109. Click
to return My Workspace.
110.
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112. Scroll,
113. Drag and Drop the Image Component icon onto the Canvas frame.
dialog
115. Locate the GBI.jpg graphic as indicated from your workshop leader.
116. Click
117. Drag
You now need to add a title to your dashboard. 118. Click components. in the Component frame to display the various
119. Scroll,
120. Drag and Drop the Label Text icon onto the Canvas frame.
121. Type World Bicycle Sales_ _ _ in the Enter Text text box in the Properties frame.
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123. Click
124. Edit
126. Click
127. Click
128. Click
to return My Workspace.
As mentioned previously, you can change the look of the dashboard by using pre-loaded Themes and Colour Schemes. These Themes and Colour Schemes can be accessed by icons on the toolbar.
129. Apply
130. Click
131. Click
132. Click
to return My Workspace.
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The CEO wants to use the dashboard you have created in an upcoming presentation and therefore requires it embedded in PowerPoint.
133. Click
After a short period of time Microsoft PowerPoint appears on screen displaying a blank slide.
134. Start
135. Test
your dashboard.
Notice that the dashboard interactivity is still available once it has been embedded in PowerPoint.
136. Press
137. Click
Additional Help
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Dashboards There are a number of dashboards which are available at the SAP web site. These can be downloaded and then modified to suit your needs. http://www.sap.com/solutions/sapbusinessobjects/sme/xcelsius/demos/index.epx
Elearning There are a number of web casts available through the SAP web site which explains different approaches to building dashboards.
This tutorial was designed to introduce students to the concepts of designing and building dashboards using SAP Xeclesius. It is only a starting point as Xcelsius provides a broad range of functionality to improve the display of data for better decision making. However the most important thing to remember is that the correct information is made available for the best decision and spreadsheet should be correct before building the dashboard. https://www.sdn.sap.com/irj/scn/businessobjects-elearning https://www.sdn.sap.com/irj/scn/businessobjects-webinars#section4 Guides There are also a number of user guides and best practices available from SAP. http://www.sdn.sap.com/irj/uac/library-bi http://help.sap.com/businessobject/product_guides/xcelsius2008/en/Xcelsius2008_user_guide_en.pdf https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/a084a11c-6564-2b10-79accc1eb3f017ac
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