Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction

Pre-Con Education: Advanced
and Reporting and Dashboards
With Xtraction
Christophe Trinquet
IT Service Management
CA Technologies
Principal Engineering Services Architect, SM SWAT
DO5X103E
#CAWorld
#ITSM

2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of
warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation

Abstract
Having the right information at your fingertips at exactly
the right moment to get that project approved is critical.
Static dashboards are no longer acceptable. In this
session you will see an IT service management (ITSM)
dashboard being built using Xtraction for CA Service
Management. See how it can be modified in seconds,
demonstrating the power and value that advanced
reporting and dashboards bring to ITSM.
Christophe
Trinquet
CA Technologies
Principal Engineering
Services Architect, SM
SWAT TEAM

Agenda
INTRODUCTION
WHAT DO I NEED TO BUILD A DASHBOARD?
USER EXPERIENCE
WHAT IS XTRACTION FOR CA SERVICE MANAGEMENT?
DASHBOARD BUILDING
EXPORT, SCHEDULING AND PUBLICATION
1
2
3
4
5
6

Benefits of Digital Dashboards
“Digital dashboards allow managers to monitor the contribution
of the various departments in their organization. To gauge
exactly how well an organization is performing overall, digital
dashboards allow you to capture and report specific data points
from each department within the organization, thus providing a
‘snapshot’ of performance.”
Source: Wikipedia

Benefits of Digital Dashboards
 See 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.

What is Needed to Build a Dashboard

What is Veeded to Build a Service Management
Dashboard
 CA Service Management DB as Data Source
 Access to meaningful Data Model, human readable with significant and
powerful aggregation capabilities accessible with modern and intuitive UI
 Strong and dynamic filtering capacity
 Extensive choice of display(calendar, grid, area, bar, columns, pie-chart,
scorecard, line, bubble…)
 Export capability is mandatory

What is Xtraction for CA Service
Management

Xtraction for CA Service Management
Capabilities
 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®, Xcel®, PowerPoint®, etc.
 Mobile access. Access via iPad® and other devices
 No database table structure. Create dashboards without specialized knowledge.

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

Xtraction for CA Service Management Delivers
Business Value
 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.

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

Component Type
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 Summarises 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 Summarises an entire data set providing a single result instead of slicing by time
or group as in the above components
(Record) List
Component
Displays Displays raw data from Data Sources without performing any
summarisation
Sources without performing any summarisation
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 & Component Series Properties

Action Icons Dashboard

Filtering
 Default filter
 Dynamic filter (add, replace)
 Component filter
 Dashboard filter
 Advanced filter (And/Or)
 Saved filter
 Pre-built filter

Demo

Export, Scheduling and Publication

Export
 Click on Export Icon
 Several format such as
html, MS Word, PDF, MS
excel and MS
Powerpoint.
 Export as a screenshot
(.png)

Schedule and Publish
 Save your Dashboard as a
document or import it into a
document (several dashboards
can be included in one
document) and click Schedule
icon
 Specify export format, scheduling
and delivery location (xtraction
server, File System, Email)

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

Mixing Data Sources

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

Q & A

Recommended Sessions
SESSION # TITLE DATE/TIME
DO5X105E
Get the Most Out of CA Service Management Unified
Self-service
11/16/2015 at 5:00 pm
Breakers E
DO5X96E
Building Basic ITSM Workflows in CA Service
Management
11/17/2015 at 9:00 am
Breakers D
DO5X95E What's New in CA Service Management
11/17/2015 at 3:30 pm
Breakers E

Must-See Demos
Let Analysts
Help People
CA Service Desk
Manager
Theater 5
Make IT Simple
with ITSM
CA Service Catalog &
Unified Self-service
Theater 5
ITSM Designed
for Humans
CA Service
Management
Theater 5
Dashboards for
Better ITSM
Xtraction for CA
Service Management
Theater 5

Follow On Conversations At…
Smart Bar
CA Service
Management
Theater 5
Tech Talks
Mobile ITSM: Analysts
& Business Consumers
Theater 5
DO5T31T 2:00 PM (Thurs)

Additional Screen Images

Incident Summary – Past 30 Days

Scoreboard Example

13 Month Request Trends CA Service Catalog

Change Analysis

Incident Analysis

My Groups

Incidents Analysis for Last Six Months

Load Favorites in the Auto Refresh and Cycle Box

Group Activity

My Groups

Thank You

For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15

Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction

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