Book Image

SAP BusinessObjects Dashboards 4.0 Cookbook

Book Image

SAP BusinessObjects Dashboards 4.0 Cookbook

Overview of this book

Xcelsius 2008 was recently included in SAP’s BusinessObjects 4.0 family, rebranding “Xcelsius Enterprise” as “SAP BusinessObjects Dashboards 4.0”. With features like flexible design and what-if scenarios, the powerful dashboarding software allows enterprises to make business decisions at a glance, and this book allows you to go far beyond the basics of these techniques. This cookbook full of practical and applicable recipes will enable you to use the full latest capabilities of Dashboard Design to visually transform your business data. A wide range of recipes will equip you with the knowledge and confidence to perform tasks like configuring charts, creating drill- downs, making component colors dynamic, using alerts in maps, building pop-up screens, setting up What-If scenarios, and many more.The recipes begin by covering best practices for using the Dashboard Design spreadsheet, the data-model, and the connection with the components on the canvas, later moving on to some from-the-trenches tricks for using Excel within Dashboard Design. The book then guides you through the exploration of various data visualization components and dashboard interactivity, as well as offering recipes on using alerts, dashboard connectivity, and making the most of the aesthetics of the dashboard. Finally, the recipes conclude by considering the most important add-ons available for Dashboard Design and enabling you to perform relevant and useful tasks straight away.
Table of Contents (22 chapters)
SAP BusinessObjects Dashboards 4.0 Cookbook
Credits
Foreword
About the Authors
Acknowledgement
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Connecting to Salesforce.com with DashConn


What about using live data from your Salesforce.com reports in Dashboard Design to create interactive dashboards to show, track, and analyze your sales activities? DashConn is a Dashboard Design add-on by IdeaCrop that delivers this integration. Let’s have a look at the features of this add-on and how to set it up.

Getting ready

As we are connecting to Salesforce.com you obviously need a Salesforce.com account. You can sign up for a free trial at http://www.salesforce.com/.

To connect to Salesforce.com from a Dashboard Design dashboard a security token is required. You can get this security token from the Personal Setup menu at Salesforce.com.

A free trial version of the DashConn add-on can be downloaded from the IdeaCrop website: http://www.ideacrop.com/.

How to do it...

  1. Open a new Dashboard Design file and drag the Salesforce.com DataViewer component into the canvas.

  2. Go to the Reports tab and enter your Salesforce.com credentials. A list with your...