Hands-on Lab: Building Advanced Dashboards with Xtraction for CA Service Management

Hands-on Lab: Building Advanced
Dashboards with Xtraction for CA
Service Management
Amy Chenard – Sr. Principal Engineering Services Architect – CA Technologies
John Weston – Sr. Principal Consultant, Presales – CA Technologies
AMX31E
AGILE MANAGEMENT

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For Informational Purposes Only
© 2016 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2016 presentation is intended for informational purposes only and does not form any type
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Terms of this Presentation

Agenda
INTRODUCTION TO DASHBOARDS
XTRACTION FOR CA SERVICE MANAGEMENT
BUILDING A DASHBOARD
EXPORT, SCHEDULING, PUBLISHING
USER EXPERIENCE
1
2
3
4
5

Introduction to Dashboards

What is a Dashboard?
Dashboards often provide at-a-glance views of KPIs relevant to a
particular objective or business process.
In real-world terms, "dashboard" is another name for "progress
report" or "report."
Definition by Wikipedia

Incident Analysis Dashboard Example

Benefits of Digital Dashboards
 Visual presentation of performance measures.
 Identify and correct negative trends.
 Measure efficiencies/inefficiencies.
 Generate detailed reports showing new trends.
 Make more informed decisions based on collected business
intelligence.
 Align strategies and organizational goals.
 Save time compared to running multiple reports.
 Gain total visibility of all systems instantly.
 Quickly identify data outliers and correlations.
Source: Briggs, Jonathan. “Management Reports & Dashboard Best Practice.” Target Dashboard. Retrieved 18 February 2013.

Xtraction Dashboards for CA Service
Management

Building a Service Management Dashboard
 CA Service Management DB as the Data Source
 Access to a meaningful Data Model
 Dynamic filtering capability
 Display choices: calendar, grid, area, bar, columns, pie-chart,
scorecard, line, bubble…
 Export capability
What do we need?

Xtraction for Service Management
 Self-service. Non-technical users create/modify
dashboards via drag-and-drop, lists and point-and-click.
 Pre-built layouts. View charts, graphs, calendars, grids and pivot tables.
 Extensive analysis. Drill-down to date ranges (past, present, future,
comparative periods), filters, multiple data-series.
 Aggregate data. Collect data from multiple sources (CA Service Desk Manager, CA
Service Catalog, CA IT Asset Manager)—including custom—in single dashboard.
 Browser accessible. Access all functions via browser.
 Real-time data. Display and auto-refresh real-time data.
 Exports. Export on demand or scheduled to PDF, HTML, Word®, Excel®, PowerPoint®
 Mobile access. Access via iPad® and other devices
 No database table structure. Create dashboards without specialized knowledge.
Capabilities

Xtraction for CA Service Management
 A real-time, ad hoc dashboard and
reporting solution
 Empowers users with self-service
capabilities
 Non-technical users create interactive
dashboards and reports in minutes
 Immediately share with the broader user community
 Results in unified view of your CA Service Management environment
 Delivers deep, real-time management insight and transparency into
service demand, cost, use, assets and issues
At a Glance

 Improve user experience. Self-service empowers users with the
right information, at the right time - in minutes, not hours.
 Make better business decisions. Improve access to and ad hoc
analysis of relevant service management data.
 Reduce costs. Remove dependency
on technical teams, coding and
cumbersome tools.
 Increase productivity. Get answers
quicker; free up technical team.
Delivering Business Value

Lab 1: Explore Xtraction for CA Service
Management

 Use of dynamic filtering
 Export-as-a-screen
 Save dashboard as a link
 Toggle component view
 Display record list
 Display ticket details in CA Service Desk Manager
Lab Review: Capabilities Explored

Building a Dashboard

Dashboard Format
 Determine how many
components you need
for your Dashboard

Component Types
Type Description
Time Component Visually represents data using time slices segregated by hours, days, weeks,
months, etc.; these can be presented in many formats including area, bar and
line charts; or in stacked and 100% stacked formats, which enables the data
to be portrayed in comparative context
Group Component Summarizes data by one or more fields from the Data Source Group
Components may have multiple independent series, each coming from
different Data Sources
Pivot Component Supports a multi-dimensional pivot by employing a row and column pivot
Pivot Components support either group or time pivots
Scorecard Component Summarizes an entire data set providing a single result instead of slicing by
time or group as in the above components
(Record) List Component Displays raw data from Data Sources without performing any summarization
Sources without performing any summarization
Image Component Displays an image from the server or from a URL

Component Appearance
 Choose the
appearance of
your component
 Drag and drop
appropriate
fields in the
component pane

Components & Series Properties

Edit a Dashboard

Filtering
 Filters:
– Default
– Dynamic (add, replace)
– Component
– Dashboard
– Advanced (and/or)
– Saved
– Pre-built

Lab 2: Build an ITSM Analysis Dashboards

Lab 3: Build a Scoreboard

Export, Scheduling, Publishing

Export
 Click on Export Icon
 Several formats:
– HTML
– MS Word
– MS Excel
– MS Powerpoint
– PDF
– Screen shot (PNG)

Lab 4: Export Your Dashboard

Schedule and Publish
 Save your Dashboard as a
document or import it into
a document
 Click Schedule Icon
 Specify export format,
scheduling and delivery location

Lab 5: Create a Document and Schedule it

Auto Refresh

User Experience

User Experience
 Self-service User Interface
 Mobile Interface
 Internal Broadcast on
TV monitors (Auto refresh,
Large Display Mode)

Xtraction for CA Service Management at Work

Lab 6: Display Your Dashboards

Mixing Data Sources

Lab 7: Build a Multi-Sourced Dashboard

Results
In this session you learned about Xtraction for CA Service Management. We built an IT service management
(ITSM) dashboard using Xtraction for CA Service Management in only few clicks. We demonstrated the power
and value that advanced reporting and dashboards with Xtraction bring to ITSM
Summary

Recommended Sessions
SESSION # TITLE DATE/TIME
AMX37E
Hands-on Lab: Get the Most Out of CA Service Management
Unified Self-service
11/15/2016 at 1:00 pm
AMX19S
Case Study: Going from Zero to 100 in ITSM Without a Seat
Belt at Michigan State University
11/16/2016 at 12:45 pm
AMX11S
Case Study: Integrating Service Management Processes to
Improve Systems Stability and Reduce Outages and Downtime
11/16/2016 at 1:45 pm

Must See Demos
Service Desk
and Support
Analyst xFlow
Experience
Software and
Hardware Asset
Management
Request
Management
and Self-service
Management
Insights –
Reporting and
Dashboards

Questions?

Thank you.
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Hands-on Lab: Building Advanced Dashboards with Xtraction for CA Service Management

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