SAP BusinessObjects Dashboards

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Presentation is centered on Xcelsius and Dashboard Builder but with positioning vis-a-vis other products

Presentation is centered on Xcelsius and Dashboard Builder but with positioning vis-a-vis other products

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  • 1. Dashboards Presented By David Dixon February 25, 2009
  • 2. Session Agenda • How to Design and Build in Xcelsius • Dashboard Builder Integration • SAP BusinessObjects Mobile • Conclusion © 2008 Inforte Corporation. All Rights Reserved. 2
  • 3. What is a Dashboard? Dashboard ≠ Portal ≠ Scorecard ≠ Report Dashboard Types Xcelsius Ad-hoc Repetitive “Interactive” Interactive “At-a-glance” At a glance Delivery Analysis Operational Management © 2008 Inforte Corporation. All Rights Reserved. 3
  • 4. How to use Xcelsius 1. Use f b ildi 1 U for building at-a-glance d hb t l dashboards and presentations th t d d t ti that tell a story 2. Have the business to mock-up the story they want to tell using the tool themselves 3. Leverage your Excel-based financial models in Xcelsius to help illustrate a story via “what-if” analysis 4. Have IT decide on how they want to leverage the many data connectivity options in Xcelsius 4
  • 5. Before You Start • Xcelsius is an easy-to-use authoring tool for story-telling easy to use story telling (communication and presentation) – As a result, upfront business design is an important activity y • Visual Design (For best presenting KPIs) • Financial Modeling In Excel (For Simulations) – Secondary (but also important!) is IT design • Parent-Child Interactivity in a Portal environment • Data Connectivity Options • After your are familiar with the tool s functions and features tool’s you need to start work with a whiteboard or napkin © 2008 Inforte Corporation. All Rights Reserved. 5
  • 6. The Xcelsius Design Layers in an SAP Environment Deployment Design Visual Design Vi lD i Color Legend Financial Model Design Role Role of Biz of IT Data Connectivity Design y g SAP Design © 2008 Inforte Corporation. All Rights Reserved. 6
  • 7. Deployment Design Considerations Decide on you want access Xcelsius: 1. 1 SAP NetWeaver Portal 2. Non-SAP Portal (like MS Sharepoint) 3. SAP BusinessObjects Dashboard Builder 4. 4 SAP BusinessObjects Wid t Bi Obj t Widgets 5. SAP BusinessObjects InfoView 6. MS Office 7. Adobe PDF Consider the impacts it has on Xcelsius Design 1. Breaking apart Xcelsius files into parent-child dashboards 2. Integrating Xcelsius and other SAP BusinessObjects tools via the “OpenDoc” interface © 2008 Inforte Corporation. All Rights Reserved. 7
  • 8. Simple Deployment Options • Easy to embed in Web Pages MS Office and Adobe PDF Pages, • Easily deploys to BOE • Requires Flash Player to run • Live connections are not lost, irrespective of where it is lost deployed © 2008 Inforte Corporation. All Rights Reserved. 8
  • 9. Visual Design Considerations - Selectors © 2008 Inforte Corporation. All Rights Reserved. 9
  • 10. Visual Design Considerations - Charts © 2008 Inforte Corporation. All Rights Reserved. 10
  • 11. Six key ingredients to a good management dashboard 1. Well-defined and accepted key performance indicators Well defined (KPIs) or operational metrics 2. Comparative information (relative versus absolute measures) – Targets or Thresholds – History or Forecast – Peer-to-peer or External Benchmarks P E lB h k 3. At-a-glance summaries and exceptions 4. Organization and categorization g g 5. Intuitive mechanisms and consistent conventions 6. Job-at-hand or role-relevant (co-create with the business!) © 2008 Inforte Corporation. All Rights Reserved. 11
  • 12. Examples of Visual Design Principles • Maximizing Edward Tufte’s “Data-Ink Ratios” • Minimizing Stephen Few’s “Chart Junk” © 2008 Inforte Corporation. All Rights Reserved. 12
  • 13. Heat Map of Screen Real Estate and Visual Traffic • Don’t Waste Valuable Screen Space with “Chart Junk” • Upper left and center areas most abused… Most Important Neutral Important Neutral Least Important © 2008 Inforte Corporation. All Rights Reserved. 13
  • 14. Financial Model Design Considerations Take you Xcelsius Dashboard to the next level with “what if” simulations (build off an Excel-based model) © 2008 Inforte Corporation. All Rights Reserved. 14
  • 15. Data Connectivity Design • Through direction BOE and SAP integration – Query as a Web Service – Live Office • Or alternative development-oriented approaches – Web Services (ABAP or other programming language) – XML Data (XML Maps or Direct XML) – Portal Data (ex. Sharepoint interactivity) – Adobe Techniques • Flash Variables • FS Command • LCDS Connections – External application (Custom coding) • Crystal Report Data Consumer is for embedding Xcelsius into Crystal Reports © 2008 Inforte Corporation. All Rights Reserved. 15
  • 16. SAP Design • OLAP Universes and QaaWS Q • Live Office, Crystal Reports and SAP Drivers • Custom Web Service • Scheduling versus live data connection © 2008 Inforte Corporation. All Rights Reserved. 16
  • 17. Know the Difference Between Design-Time and Run-Time Excel is only needed during design-time and not at run-time! Design Run Time Time © 2008 Inforte Corporation. All Rights Reserved. 17
  • 18. Xcelsius Functionality • Xcelsius delivers interactive analysis in an easy to understand format – Expressive visualizations facilitate faster decision-making by business users – High degree of visual control and easy- to-use i interactivity options ii i • Queries are built outside of Xcelsius as part of the Connectivity Tier (i.e. Live Office, QaaWS and Adobe LifeCycle Data Services) y ) – Push data handling and business logic to the server (away from Excel) • Best Practices include – D t pre-aggregation and slicing avoiding Data ti d li i idi duplicate keys and using filters • Drilldowns in Xcelsius are possible but must be pre-defined and put on the canvas © 2008 Inforte Corporation. All Rights Reserved. 18
  • 19. Building Logic in Xcelsius • Excel Functions • Data Insertion Types • Status Keys © 2008 Inforte Corporation. All Rights Reserved. 19
  • 20. Data Freshness Options • Refresh Button • On Load • Time Interval • Trigger Cell – With Selectors © 2008 Inforte Corporation. All Rights Reserved. 20
  • 21. Session Agenda • How to Design and Build in Xcelsius • Dashboard Builder Integration • SAP BusinessObjects Mobile • Conclusion © 2008 Inforte Corporation. All Rights Reserved. 21
  • 22. How to use Dashboard Builder 1. 1 If Xcelsius is a picture then use Dashboard Builder as the frame to mix and match BI content 2. Use Dashboard Builder as an easy-to-use alternative to SAP Portals 3. Use Dashboard Builder to help create a seamless dashboard between Xcelsius (for telling a story) and Web Intelligence (for finding the story) 22
  • 23. Versus how to use SAP NetWeaver VC 1. Use SAP NetWeaver Visual Composer for model-driven application development – not just for dashboards but transactional screens as well 2. Use it as part of the broader SAP NetWeaver Composition Environment for integration with Guided Procedures, g , Webdynpro, Adobe Flash Islands, and SAP NetWeaver Portal for building true “composite applications” 23
  • 24. Versus how to use BI Widgets 1. Use it as a desktop alternative to Dashboard Builder or SAP NetWeaver Portal for Web Intelligence and Xcelsius content 2. Use it for self-service desktop-based dashboards deployed incrementally instead of a “big-bang” or “one-stop-shop” corporate dashboard implementation 24
  • 25. Integrating reporting and analysis with a platform suite Reporting and Analysis is not just a spectrum but a closed loop inter-relationship enabled by an integrated toolset Starting context for exploration Analysis Reporting • Information Discovery If ti Di • Information Delivery If ti D li • Data-Driven • Format-Driven • Ad-Hoc • Repeatable Communicate findings © 2008 Inforte Corporation. All Rights Reserved. 25
  • 26. Drilling Down and Across the SAP BusinessObjects Suite Demo © 2008 Inforte Corporation. All Rights Reserved. 26
  • 27. Xcelsius Integration Options • Xcelsius can be a standalone dashboard or be mashed up in mashed-up another tool such as: – Crystal Reports – SAP BusinessObjects BI Widgets – SAP NetWeaver CE Visual Composer – SAP NetWeaver Portal iView – SAP BusinessObjects Dashboard Builder • While SAP NetWeaver CE Visual Composer is IT and SAP- centric, SAP BusinessObjects Dashboard Builder is Business and BOBJ-centric • Integration of the web-based tools is done via URL commands web based – In the SAP BusinessObjects world this BOE capability is called “OpenDoc” and is important for Dashboard drilldowns © 2008 Inforte Corporation. All Rights Reserved. 27
  • 28. Integrating Xcelsius into Dashboard Builder • Inside of Dashboard Builder, an Xcelsius source analytic can pass data and interact with the following target analytics: – Xcelsius – Web Intelligence – Crystal Reports – Desktop Intelligence • This is called “content linking” and requires pre-configuration in Xcelsius – To get Xcelsius-to-Xcelsius integration to work, a Portal Data Connection must be configured in both source and target files • In the source a connection type of “Provider” must be maintained and in the target type “Consumer” g yp – To get Xcelsius-to-WebI/Crystal/DeskI integration to work, a FS Command Connection must be configured only in the source • Once configured, the content is linked in Dashboard Builder by specifying specif ing the source and target so ce ta get © 2008 Inforte Corporation. All Rights Reserved. 28
  • 29. Xcelsius Portal Data Connection Configuration • The data that can be passed from source to target can either be a cell row or table controlled by the “Range Type” with cell, Range Type spreadsheet binding via the “Range” © 2008 Inforte Corporation. All Rights Reserved. 29
  • 30. Xcelsius FS Command Connection Configuration • You must use the FSCommand ‘queryparams’ (Flash Script) to pass openDocument parameters © 2008 Inforte Corporation. All Rights Reserved. 30
  • 31. Creating the Context Links in Dashboard Builder • In Dashboard Builder “Edit Mode” click on “Content Linking” and simply specify source and target analytic from your dashboard © 2008 Inforte Corporation. All Rights Reserved. 31
  • 32. Session Agenda • How to Design and Build in Xcelsius • Dashboard Builder Integration • SAP BusinessObjects Mobile • Conclusion © 2008 Inforte Corporation. All Rights Reserved. 32
  • 33. SAP BusinessObjects Mobile Functions and Features • Set up a default document or folder that opens automatically whenever you log in • Change how results are filtered by modifying prompt values and refresh reports to retrieve the most up-to-date data • View results using zoom and navigational shortcuts, drill on results to analyze detailed or summary data and navigate to related documents via hyperlinks on reports • Receive alerts and take follow-up actions by clicking on report cells to launch an SMS, phone call or email • Save and consult documents offline to mitigate network interruptions and minimize communication costs © 2008 Inforte Corporation. All Rights Reserved. 33
  • 34. SAP BusinessObjects Mobile Infrastructure Setup • Deploy quickly and easily • Immediately access i f I di t l information f ti from any mobile device bil d i • Leverage the security infrastructure of BOE • Remote access to device-specific content in either Web Intelligence, Crystal Reports or Dashboard Builder analytics © 2008 Inforte Corporation. All Rights Reserved. 34
  • 35. Session Agenda • How to Design and Build in Xcelsius • Dashboard Builder Integration • SAP BusinessObjects Mobile • Conclusion © 2008 Inforte Corporation. All Rights Reserved. 35
  • 36. Conclusion Most of the work around Xcelsius is in the business mockup and integration into other tools When designing Xcelsius visualizations, consider the components needed, the interactivity desired and data sources that will be employed Dashboard Builder and Xcelsius complement each other. One is used to “mash-up” content while the other is to produce visualizations © 2008 Inforte Corporation. All Rights Reserved. 36