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

Preface

What is SAP Business Objects Dashboards (formerly Xcelsius)?

SAP BusinessObjects Dashboards (formerly Xcelsius) is a desktop dashboard and visualization solution that is a core part of SAP BusinessObjects BI 4.0. Once a user creates a dashboard model, it can be deployed in Flash format to Web portals, SAP environments, the SAP BusinessObjects BI platform, and desktop applications such as PowerPoint, Word, or PDF.

For Dashboard designers/developers, SAP BusinessObjects Dashboards allows for rapid development of data visualizations through a flexible and easy to use graphical user interface.

Using Xcelsius, we can accomplish the following:

  • Create interactive dashboards that have a wow factor, unlike other dashboard tool competitors

  • Connect dashboards to 12 different types of data connections

  • Integration and interoperability with the existing SAP BusinessObjects BI Content

  • We can embed our dashboards into a variety of different formats to allow for convenient sharing between users

  • Ability to create custom add-on components using the Dashboard Design SDK

Note

Xcelsius, in its original conception, was a way to build visualizations and dashboards using Excel data. Over the past several years, SAP Business Objects has enhanced Xcelsius into a full-featured enterprise ready dashboard solution that works with any data source. As SAP continued on its mission to make Xcelsius a dashboard product to serve all its customers (beyond being just a personal productivity tool), the name Xcelsius was no longer meaningful or relevant. The BI market and SAP customers were also demanding an enterprise dashboard solution for the types of projects they were using Xcelsius for; that is dashboards for thousands of users. By changing the name Xcelsius to SAP BusinessObjects Dashboards, SAP is showing its commitment to delivering a solution that serves the needs of all BI customers as well as aligning the name to the product's growing capabilities and roadmap.

The SAP BusinessObjects Dashboards portfolio consists of several different packages (see the edition comparison on next page). In this book we use Dashboard Design to refer to the tooling itself.

What this book covers

Chapter 1, Staying in Control: In this chapter, you will find best practices on using the SAP BusinessObjects Dashboards spreadsheet, the data model, and connections with the components on the canvas.

Chapter 2, Data Visualization: This chapter presents users with recipes on how to use different components such as charts, tables, and graphs to visualize data on the dashboard.

Chapter 3, From a Static to an Interactive Dashboard: This chapter shows users how to add interactivity to their dashboards by adding selectors, maps, buttons, drilldowns, and so on.

Chapter 4, Dynamic Visibility: This chapter shows users how to make components visible/invisible and provides scenarios where dynamic visibility becomes useful.

Chapter 5, Using Alerts: This chapter contains examples of different ways of showing alerts on a dashboard.

Chapter 6, Advanced Components: This chapter provides recipes on SAP BusinessObjects Dashboards more advanced components.

Chapter 7, Dashboard Look and Feel: In this chapter, learn how to tweak the visuals and user experience of the dashboard by customizing the look of components.

Chapter 8, Dashboard Connectivity: This chapter talks about the various options to connect a dashboard to external data sources.

Chapter 9, Exporting and Publishing: This chapter contains recipes on how to export SAP BusinessObjects Dashboards into different environments.

Chapter 10, Top Third-Party Add-ons: This chapter contains a tutorial section on some of the most useful third-party add-ons for SAP BusinessObjects Dashboards.

Appendix A, Real World Dashboard Case Studies: This appendix demonstrates how to implement various techniques covered in the book by creating two applications-a calculator that displays monthly payments of mortgage and Sales Profit Dashboard that displays the sales or profit of each state on the map.

Appendix B, Additional Resources—Supported Excel Functions and System/Software Requirements: This appendix lists some helpful online resources for further reference and some useful Microsoft Excel functions supported by SAP BusinessObjects Dashboards.

What you need for this book

The following image provides a comparison of the different dashboard design packages offered by SAP. You will need to install one of the dashboard design packages in order to use this book.

Note

Note: The majority of recipes from Chapters 1 to 8 can be accomplished with all of the dashboard design packages. Only for the recipes that require connecting to an SAP environment or using SAP related data sources in Chapters 9 and 10, do you need SAP BusinessObjects Dashboards.

Who this book is for

If you are a developer with a good command and knowledge of creating dashboards, but are not yet an advanced SAP BusinessObjects Dashboards user, then this is the perfect book for you. You should have a good working knowledge of Microsoft Excel, as well as knowledge of basic dashboard practices, though experience of SAP BusinessObjects Dashboards as a specific dashboard tool is not essential.

This book provides an interactive hands-on approach to SAP BusinessObjects Dashboards education by allowing you to work with components, learn best practices, and practice trouble shooting techniques.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: "You must be able to view hidden files and folders in the C:\Documents and Settings\ your_user_id folder."

A block of code is set as follows:

final String BO_CMS_NAME = ""server"";  
final String BO_AUTH_TYPE = ""secEnterprise"";

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "In the Scale section, select the Auto radio button."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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