Xcelsius Gurus -Top 10 Excel Tips

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Rated #1 in 2008 by Business Objects, here is the PPT for the webinar I did with Ryan Goodman on how to set up your Excel sheet in Xcelsius! To view the recording go here (https://www.sdn.sap.com/irj/boc/index?rid=/webcontent/uuid/907e07f3-b09c-2b10-a1bd-bdc869e133f4)

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  • Intro of Xcelsius. Looking at the dashboard development process and not necessarily the dashboards.Xcelsius is a BOBJ tool for easily creating dashboards.
  • Xcelsius as a development tool leverages core building blocks within the development process that make the product extremely effective for building dashboards.Xcelsius allows business to build tools designed around the business process. The value and adoption of a dashboard hinges on an end user adopting the tool because of its ability to help solve problems or make decisions. The natural workflow of Xcelsius allows developers to focus on how the user consumes or navigates information.With a focus on the process or problems, presenting the information in an easy to understand and intuitive interface is a critical component of Xcelsius. The large volume of components (charts, selectors, gauges, sliders, etc) allows dashboard designers present business information in a format that users can digest quickly.Connectivity, or the ability to display the most recent information is also a core element within Xcelsius, allowing customers to mashup data from Business Objects data sources, along with any other webservice or XML data source.The final building block is Xcelsius’ use of Excel as a staging area for all data within the dashboard. Excel as a point and click paradigm for binding and connecting information is a powerful methodology for rapid development. The additional benefit of using excel logic allows for a freeform approach to development.The focus of today’s presentation is how to leverage this free form designer tool with some best practices to ensure your dashboard projects are easier to implement and manage.
  • Xcelsius Gurus -Top 10 Excel Tips

    1. 1. Top 10 Excel Tips for Xcelsius Gurus Success Presented by: Mico Yuk - EverythingXcelsius.com Ryan Goodman - Centigon Solutions December 17th, 2008
    2. 2. Xcelsius 2008 Develop robust dashboards with point and click ease.
    3. 3. Webinar Agenda • Set up Your Xcelsius Model ▫ 5 Excel Tips ▫ 5 Xcelsius Object Browser Tips • Resources
    4. 4. Xcelsius Data Visualization 2008 Business Connectivity Process Excel Excel
    5. 5. Gas Dashboard
    6. 6. Part 1 – Avoiding Excel Tetris!
    7. 7. Tip #1 – Excel Tab Names Do Don’t • Use standard tabs to organize • Use default Tab Names information • Put everything on 1 tab ▫ Info Tab ▫ Labels Tab ▫ Data ▫ Content specific tabs ▫ *Selector/Dimensions
    8. 8. Tip #2 – Excel Tab Setup Do Don’t • Info Tab - Mix XML data tabs with ▫ Contact Info content tabs. ▫ Dashboard Info - Delete tabs once components ▫ Color Legend have been bound. • Labels ▫ Meta Data ▫ Titles • XML Data • Content ▫ Can be driven by pages or individual components
    9. 9. Tip #3 – Excel Tab Layout Do Don’t • Spacing • Start at A1 ▫ Leave blank rows & cols ▫ Allow for vertical and horizontal scaling • Use Spreadsheet Formatting • Use Color Coding to identify data type • Labels and formatting to identify data
    10. 10. Tip #4 – Excel Color Coding Do Don’t • Use color to identify tabs in • Use different color coding larger dashboard projects standards across dashboards. • Include a legend on the Info tab • Use 1 standard for all dashboards
    11. 11. Tip #5 - Reduce Excel Overhead Do Don’t • Use lightweight functions like • Use performance impacting VLOOKUP, and MATCH. formulas • Use a light volume of data to ▫ SumIF be visualized. ▫ CountIF • Load data that is displayed • Use lots of nested IF within components. statements • Use parameterized queries =if(A1=1,m1,1,IF(AND(IF(OR • Load more data than required to visualize information.
    12. 12. Part 2 – Avoiding Component Jambalaya!
    13. 13. Tip #6 - Data Consumption Do Don’t • Set max # of Rows <=2000 • Bind large data volumes ▫ Chart >52 weeks
    14. 14. Tip #7 – Dashboard Canvas Size Do Don’t • Browser Considerations • Have vertical or horizontal ▫ Set resolution 900x600 scrollbars ▫ Works for all browsers & export formats
    15. 15. Tip #8 - Object Browser Hygiene Do Don’t • KISS (Keep it Simple Stupid!) • Leave As Is! • Component Naming • Use Generic Naming ▫ Ex: ▫ Ex: Gauge, Chart, Button Sales_Gauge1, Sales_Gauge • Use Long Names 2 ▫ Ex:2008Regional_SalesFor • Component Grouping Naming ce_StackedBarChart1 • Use Short Names that no one understands ▫ Ex: 08Reg_Sal_Chrt1 • Use Same names • Use Hierarchy Groups ▫ Cluster Groups
    16. 16. Tip #9 - Component Jambalaya Do Don’t • Layer Components Properly • Group components before ▫ Step #1 – Order ordering ▫ Step #2 - Group • Use same components • Component Ordering options multiple times when dynamic • Use Grid to control Alignment visibility is an option • Use 100’s of components ▫ Ex: Create huge alert based table ▫ Consider building single custom flex component for complex needs
    17. 17. Tip #10 - Extras Guru Tips Do Don’t • Draw before developing • Keep 1 Xcelsius source file • Regular Backups • Delete Excel tabs that are • Format cells in Excel bound to components • Upgrade to latest service/fix pack • Use External USB Mouse for precision
    18. 18. For more Guru Other Resources tips, tricks, news, books, tra ining, etc. Visit: EverythingXcelsius.com Mico Yuk mico@everythingxcelsius.com Ryan Goodman ryan@centigonsolutions.com RyanGoodman.net/blog Centigon Solutions www.centigonsolutions.com

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