Dashboard Designer 4 0

8/12/2019 Dashboard Designer 4 0

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Mindtree limited 2012

Dashboard Designer 4.0


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AGENDA

Intro: What is Dashboard Designer 4.0? Difference Between Dashboard and Report

Dashboard Designer 4.0 Tools

ComponentsWorking and Usage

QaaWSCreation of Web Services and adding to the dashboard.

How to map the Web Services to the Dashboard.

Dashboard Designer best practices

Comparison with other Dashboard tools.


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Dashboards is data visualization software that allows you to create andexport interactive dashboards from Excel spreadsheets or other external

data sources. These dashboards contain various components, such as

charts, gauges, and dials, that are bound to data sources.

Dashboard Designer combines two of the most widely used software

applications in the world:

Microsoft Excel

Adobe Flash Player

Designed to be easy and enjoyable to use.

Dashboard Designer 4.0 (1/3)


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Dashboard Designer visualizations conform to SWF file format. SWF is thevector-based graphics format designed to run in the Adobe Flash Player.

When saved locally, Dashboards files are stored in a zipped format with an

XLF extension. The XLF file format contains the model information and its

associated embedded spreadsheet file. This file must be opened in the

designer (Dashboards or Presentation Design). When saved to a BI platform repository, Dashboards models are saved as

Dashboards objects. These objects contain both the design document

(XLF) and the Flash file (SWF) in a single object.

A Dashboard file contains 2 components.

a. A canvas, where we can place all the components.

b. A spreadsheet where we can give data and use those data to map to the

components.


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There are three steps to create an Dashboard Designer visualization1. Add data to the spreadsheet.

2. Build the visualization.

3. Publish the visualization.

Visualizations created with Dashboard Designer can have any type ofstandard or personalized look.



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Difference between Dashboard and Report

Dashboard ReportContainer for various types of

reports, including scorecards

Presentation of data transformed into

formatted and organized information.

short and concise usually longer in nature.

Focused on specific KPIs Focused more on background and

data.Meant to be monitored at a glance Require more in-depth attention

Communicate specifics. Often tell more of a story.

Usually simple in nature. Tend to be more complex in nature

Offer information in a quick manner. More detailed in nature.


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Dashboard Designer 4.0 Tools

Dashboard Designer has the following elements.Component Browser

Canvas

Properties panel

Object Browser

Query Browser

Embedded Spreadsheet


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Accessing the Tool (1/2)

All ProgramsDashboard DesignDashboard Design


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Accessing the Tool (2/2)

Once we select Dashboard Designer this pop

up window will come and once we clicked on

Continue it will go to the designer tool


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Navigate the Interface (1/2)

Click on Blank model to create a new dashboard from scratch.

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Navigate the Interface (2/2)

1. Component Browser

2. Object Browser

3. Query Browser

4. Canvas

5. Embedded Spreadsheet

6. Properties Panel


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Define the canvas size or global font for a dashboard (1/2)

To set the global fontNavigate to File ->

Document Properties.

Check the option Use

Global Font and select

Arial as the font.

There are 2 fonts

a. Device fonts

b. Embedded fonts

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Define the canvas size or global font for a dashboard (2/2)

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Description

Use Device fonts Device fonts use the Flash player to render the

specified TrueType fonts. If a specified font is not

available at the time the model runs, another similar

font is used. It is used by default.

Use Embedded Fonts Fonts used in models will always be available when

the model runs, text can be rotated.Increases the file size and the amount of time

required to load the model.


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Dashboard Creation

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Component Browser

The Components Browser shows the available components that can beadded to the model.

The window contains three views:

Category View

Tree ViewList View


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Different Views in Component Browser


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Canvas

The canvas area is the white work area where you place components to

create a visualization.

The canvas color can be customized using its Properties panel. If the

properties panel is not open, double click anywhere on the canvas to open

the panel.

Placing components on the canvas1. On the Components Browser, click a component.

2. Holding down the left mouse button, drag the component onto the

canvas.

3. Release the mouse button. The component is dropped on the canvas at

the location of the mouse pointer.

4. Repeat this procedure for each component.


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Fitting the Components to the Canvas / Window

This is used to adjust visualizationsfinal size to eliminate any surrounding

white area. To do this, we have to use the Fit Canvas to Components /

Window button on the tool bar.


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Properties panel(1/3)

The component Properties panel contains the setting and format options for the

selected component. After we place a component on the canvas area, we can

access the Properties panel by double-clicking the selected component, right-

clicking on the component, or selecting the component and typing ALT+ENTER.

The Properties panel may have the following tabs:


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General

The General tab contains the required settings for

the selected component. At a minimum, it contains

an area for the title or label(s), and an area to select

the Data Source or enter the values that will be

displayed.

Insertion

The Drill Down tab contains a series of parameters

for adding drill-down capability for charts.

Behavior

The Behavior tab contains settings related to the way

the component will work in the visualization. Typically,

it contains areas for defining the functions related to

limits, interactivity, and dynamic visibility.


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Appearance

The Appearance tab contains a series of settings

areas, and in some cases sub-tabs, that let you

modify the appearance and formatting of

components. On this tab you will find options like font

size, title location, and colors.

Alerts

The Alerts tab contains all the parameters available

for using alerts. On this tab, you can define the

number of alert colors, the colors used, and the

target limits.


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ObjectBrowser

In the Object Browser, you can select, hide, show, cut, copy, paste, delete,

bring forward, move back, group, ungroup, lock, unlock, and access

Properties panels of components. The Object Browser can be docked in

locations around the workspace or minimized as needed. If you have closed

the Object Browser, click Object Browser on the View menu to re-open it.


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Embedded Spreadsheet

The Dashboard Designer workspace incorporates an embedded spreadsheet.

This fully functional spreadsheet is displayed below the canvas and contains

the source data for visualizations.

We can add, modify, and delete data directly within the spreadsheet without

having to import or re-import an Excel spreadsheet.


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Some Commonly Used Functions


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Some Commonly Used Functions


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Conditional Functions

IF

Hide error values and error indicators in cells

AND, OR & NOT


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LOOKUP Functions

VLOOKUP HLOOKUP

INDEX, MATCH


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Math Functions

SUM SUMIF


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Text Functions

Change the case of the TextCheck if a cell contains

Text

Compare TextCombine text


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Components in Dashboard Designer are used to make the visualizations.

Components will be placed in Canvas and the data for those components

will be mapped from the Excel Spreadsheet available in tool. There are

different types of components available in Dashboard Designer.

1. Charts

2. Selector Components

3. Single Value Components

4. Text Components

5. Art and Background Components

Components


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Charts are one of the most powerful ways to transmit our message. A well-

created chart can transmit a real sense of value to any report. This section

describes the basic functionality available in charts. There are lot of charts

are available in Dashboard Designer. Some of the most used charts are

a) Line Chart

b) Pie Chart

c) Bar Chart

d) Column Chart

e) Stacked Bar Chart

f) Stacked Column Chart

g) Combination Chart

Charts


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How to place the Line Chart to the Canvas

To use a line chart component we have to select it from the component list

and drag and drop to the canvas. To set the properties for a Line chartdouble click on it or right click and select Properties.


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Properties Tab

Indicates the Title of the Line

Chart

Used to Map to the

Spreadsheet

Indicates the Subtitle of the

Line Chart

To have one or more trend in a

Line chart we can add series.To Add series click on +

button.


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Properties Tab

To give the details for the series we have to

give the name and data to be shown. To givename we can give it in the text given near to the

series or map it to the spreadsheet.

Select the values which has to be shown in Y

Axis from the Spreadsheet. To select the values

click on the Arrow given near to the textbox.

Similarly select the Category Labels which has

to shown in X axis.


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Mapping the values to the Spreadsheet

Click on the Arrow near to the Value Y Axis and select the data which we want to show

from the spreadsheet. Similarly select the Category labels to show in X axis. If we have more than 1 series in a line chart do the same step for the other series.


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Insertion

To enable the drill down option for Trends

in the chart select Enable Data Insertionoption in the Insertion tab and select the

different options shown.


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Dynamic Visibility

To show the line chart dynamically click on

the behavior tab and select Common subtab and Select the Dynamic Visibility

Option. In that Option we will be having a

status and a key. It will show the line chart

depends on the value of the key.


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The Appearance tab is used for formatting

the axes, title, legends and labels. Itshaving 5 sub tabs, which will show layout,

Series, Axes, Text and Color. Layout is

used to display the legends and formatting

the layout of the chart. Series option is used

to format the series in the chart. Axes is for

formatting or adjusting the size of Axes.Text and color is used for formatting title,

legends and labels.


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Pie Chart

Shows the how values are distributed

Ordering slices adds more meaning Expensive in terms of space

Bar charts may be a better alternative


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Drag and Drop Pie Chart component to the

canvas and double click on it to changethe properties. Change the title and sub

title of the pie chart and map the data to

be shown to the Labels textbox. For a pie

chart we can enable the drill down option

and Dynamic visibility option if needed.

In Appearance tab we can change the size,legends, color etc


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Bar Chart

Used to compare one or more metrics over a set of values or over a period of time.


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Properties Tab

Using the properties tab we can change title,

subtitle or map those to some cells in thespreadsheet. Create the series for the bar charts and

map the value of Y axis and Category labels(X

Axis) to the spreadsheet. Using the drill down

option we can give the drill down capability for the

bars in a bar chart.


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By selecting the Behavior tab we can select the

Dynamic visibility option for the chart.


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The Appearance tab is used for formatting

the axes, title, legends and labels. Itshaving 5 sub tabs, which will show layout,

Series, Axes, Text and Color. By default

Text sub tab will be opened. Layout is used

to display the legends and formatting the

layout of the chart. Series option is used to

format the series in the chart. Axes is forformatting or adjusting the size of Axes.

Text and color is used for formatting title,

legends and labels.


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Stacked bar chart

The Stacked bar chart compare one or more variables, with each series adding to the

total value. This chart compares several variables over a period of time, for example:Marketing Cost and Administrative Cost. Each one of the cost components is presented

in a different color and each bar represents a different time period. The total bar size

represents the Total Cost.


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Difference between bar Chart and Stacked Bar

chart

Bar Chart

1. More than 1 series is not possible.

2. In a particular bar only 1 legend is

possible.

Stacked Bar Chart

1. More than 1 series is possible.

2. In a particular bar more than 1 legend is

possible.


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Combination Chart

A combination chart is ideal

for displaying a range of

values and a trend line for

those values. You can use the

combination chart in models

examining stocks. A line

series might show the

historical stock price over the

year, and a column chart

might show the volume of

trading for that stock.

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The functionality of selector components is to create a visualization with

multiple selections.

The Information button that appears on the Properties panel of each

selector component displays an animation that describes the functionality

of the selector component.

The most used selector components are

a. Check box

b. Combo Box

c. Score Card

d. Radio Button

e. Toggle Button

Selector Components


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Check Box

It is a standard user-interface component where users

toggle between two states: checked and unchecked.


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To change the properties of a check box double

click on the component and properties windowwill come up. Title will display the text which

should come up with the check box. When we

click on the option near to Source Data, a pop up

window will come up and it will show the values

for a check box. By default it will display 0 as

unchecked and 1 as checked. And we can map

the values of source and destination to some

cells in the spreadsheet.


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Dynamic Visibility

To show the check box dynamically we

have to change the dynamic visibilityoption, where we can map the status of

the check box to some cell and

depending on the key value it can be

shown in the dashboard. By default this

option will not be used. By default the

check box will be Unchecked. In

Appearance tab we have the option to

format the title, color and position.


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Combo Box

It is a standard user-interface component that drops down a

vertical list of items when it is clicked. Users can then selectan item from the list.


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To change the properties of a Combo

box double click on the component andproperties window will come up. Title

will display the text which should come

up with the Combo box. Labels should

be mapped to some cells in the

spreadsheet to show the data in the

drop down list. By using a series we can

map the value of the drop down list

selection will be mapped to some cell as

Destination.


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The Item option will show the value

which has to be shown by default in thedrop down list. To show the combo box

dynamically we have to change the

dynamic visibility option, where we can

map the status of the combo box to

some cell and depending on the key

value it can be shown in the dashboard.

By default this option will not be used. In

Appearance tab we have the option to

format the title, color and position.


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Score card

The scorecard is a new component introduced in Xcelsius 2008 SP3, which is

the previous version of Dashboard Designer 4.0.


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The data for a Scorecard should be in a block of rows and columns without

gaps between any row or column. The data should have at least once columnthat performs a "Trend Calculation" or a formula that compares other

columns. For instance, the Trend Column could be the result of F4-G4.


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To change the properties of Scorecard we

can double click on it and change the titleof the scorecard by mapping to a cell. The

series contains a Source where we can

map the details for the scorecard and a

destination where we can map the value

whichever selected in the scorecard to a

cell.


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To show the dynamic visibility Click on

Behavior tab -> Common -> Dynamic visibility.Here we can set the status to a value where

we can show the value of the scorecard

change and a key , which will describe when to

show the scorecard.


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In the Scorecard properties, choose the

Appearance Tab. Select the Layout Taband check Custom Column Widths. We

are doing this to allow for situations in

case the model shrinks when published.


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Radio Button

The Radio Button component lets users select

from a vertical or horizontal group of selections.


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The label option shown in the properties

window will shoe the values to be displayed forthe radio button. The destination can be

mapped to a cell where it will store the radio

button selection value. The orientation will help

us to display the radio button in horizontal or

vertical manner.


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To display the radio button dynamically we will

click on Behavior -> Common -> DynamicVisibility. The status will contain the value of

radio button changes and key will display the

value on what basis the change will happen.


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Single Value components let us add user interactivity to our visualizations.

Single Value means that the components are linked to a single cell in the

spreadsheet. When we run the visualization the component lets us modify

or represent the value of that cell. The various single value components

are

a) Gaugeb) Slider or Dual Slider

c) Spinner

d) Play Control

The most commonly used component is Gauge.

Single Value components


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Gauge

It acts as an output when bound to a cell containing a

formula, or an input when bound to a cell containing avalue. As an output, a Gauge represents a value that

changes and moves the needle. As an input, a Gauge

represents a variable that can be modified to affect other

components. Users can interact with the Gauge by

dragging the needle to change the value.


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Using the properties window we can

set the minimum and maximum limit forthe Gauge and we can give a range for

the values. By using the Appearance

tab we can format the gauge according

to the color, size etc..


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This category contains components for placing labels and typing text into

your visualization.

Different text components are

a. Label

b. Input text area

c. Input text

Text Component

L b l


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Label

The Label component let us add an unlimited amount of

text to enhance our visualizations. We can use the Labelcomponent to create titles, subtitles, explanations, help,

and more. Label text cannot be changed by the user.


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Using the properties we can add the text

or map the value of the label to a cell.Using the Dynamic visibility we can show

or hide the label.

A t d B k d C t


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Art and backgrounds can be used to enhance your visualizations. The

background components can be used to import images or Flash movies

into your Dashboard visualization. Art and background components can be

used to customize visualizations: Different components in this category are

a) Background

b) Image Component

c) Rectangle

d) Ellipse

e) Line

Art and Background Components

B k d


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Background

Backgrounds are prebuilt artwork that we can

add to our visualizations to assist layout andimprove design. Backgrounds can be used to

create divisions and designate groups of

related components. Using the background

component we can restrict the selection of

other components by placing this component

above the other components.


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By using the properties of Background component we can change the

transparency of the component and can block the Mouse events. By using thebehavior tab we can show or hide the background by using the Dynamic

Visibility option.

R t l


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Rectangle

A rectangle that you can add to your visualizations to

outline, define, or contain sections.


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By using the properties tab we can enable the

border of the rectangle and increase thetransparency of the rectangle. By using the

behavior tab we can show or hide the

rectangle using the Dynamic Visibility option.


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QaaWS


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QaaWS

Query as a Web Service provides the following key benefits:

o Reduce the cost of delivering BI by taking advantage of existinginvestments in data and metadata (universe) and by exposing query

results via web services

o Expand BI usage and reach business users who need BI without having

to deploy additional BI tools

o Deliver secure BI from the BusinessObjects Enterprise platform to

any application that consumes web services, including BusinessObjects

XcelsiusEnterprise dashboards

o Use its quick-to-deploy wizard-based publishing process to make

trusted information available to thousands of users

QaaWS


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QaaWS

Based on World Wide Web Consortium (W3C) specifications, such as

SOAP, WSDL, and XML, Query as a Web Service includes two

components:

o A client component, where users create and publish Query as a Web

Service. We can install the client component on several machines that

access and share the same Query as a Web Service catalog stored on

the server.

o A server component that stores the Query as a Web Service catalog

and hosts the published web services.

QaaWS


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QaaWS

Go to All Programs SAP Business Objects BI Platform 4 - SAP Business

Objects BI Platform Client ToolsQuery as a Web Service Designer

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Logging to the BO Server


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Logging to the BO Server

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QaaWS


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QaaWS

Create new Web Service


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Name the Query and Select the Universe

QaaWS


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QaaWS

Build the Query

QaaWS


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QaaWS

Enter the values for the prompt mentioned and Publish the Query


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QaaWS


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QaaWS

In Dashboard Designer, open the Connections Window and create a new

connection Queryas a Web Service.

Paste the URL in the WSDL URL tab and click on Import.

Provide the necessary parameters from Xcelsius as inputs and map the

Output to the Spreadsheet where it should be written.

Query Browser


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Query Browser

The "Query Browser" is a compact window, similar to the "Object Browser", that provides quick access to your queries, and

the tools to modify them. Using the query browser, you can create a new query, or edit, refresh, or delete an existing query.

Click View > Query Browser to make the "Query Browser" visible if it is not already available.

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Query Browser


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Query Browser

Click on Add Query. You will get a dialog box to log into your CMS.

Enter the details and click Ok.

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Query Browser


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Que y o se

Select Universe or Bex query as data source and click Next.

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Query Browser


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Q y

Select the connection and click Next.

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Query Browser


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y

Select the query and click Ok.

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Query Browser


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y Add objects to Result Objects section.

Add filters as necessary.

Refresh to check the Result Set.

Click Next

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Query Browser


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y

Preview query result and click Next.

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Query Browser


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y

Update Usage Options.

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Query Browser


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yThe query browser's main window displays any current queries, as well as their properties. Each query has the following

information listed:

"Result Objects": the raw data returned by your query.

"Filters": any filters you added while constructing your query.

"Prompts": any prompts you added while constructing your query. You can drag any prompt (created in either the

"Member Selector" dialog box or the "Filter" panel) onto the canvas to create a "Query Prompt Selector" componentbound to that prompt.

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Query Browser


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y

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Adding Dashboard to BO Enterprise


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Adding Dashboard to BO Enterprise

Steps for adding the dashboard to BO Enterprise

o Step 1: Create the dashboard application

o Step 2: Create the menus / submenus

o Step 3: Export the Xcelsius dashboard to Enterprise. Make sure to

export as a Macromedia Flash file (.swf)

o Step 4: Navigate to the desired dashboard page

o Step 5: Add the Xcelsius flash file

General Best Practices


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Microsoft Excel Functions for Small Data Sets Only

All of the Microsoft Excel functions (logic) are compiled into Adobe Flash at

preview or export time.

Certain Microsoft Excel functions perform better on smaller data sets (tens

of rows) when compiled as Adobe Flash, so wherever possible we must

avoid using the following functions on larger data sets. If we have toaccess larger data sets, we should have the server or database perform

the aggregation on the server side.

Here is a list of the Microsoft Excel functions that we should try to avoid

using unless dataset is small (tens of rows):

o SUMIF

o COUNTIF

o HLOOKUP & VLOOKUP



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Use Colors, Labels, and Borders to Identify Data Types (Input and

Output)

To make it easier members of the organization to maintain Xcelsius 2008

models, it is a good idea to use colors, labels, and borders to identify cells

or ranges of cells in the spreadsheet and to hint at their use.

It is often a good idea to create a legend in the spreadsheet to say what

the different colors represent (input from Xcelsius, calculations in the

spreadsheet, lookups, and dynamic data) that way, a color scheme can

be decided that makes sense for the organization or team.



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Colors and Labels Used to Indicate Spreadsheet Inputs and Outputs


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Use Multiple Tabs

If you find that you have to keep scrolling your spreadsheet tab to see yourlogic or data, you may want to consider using multiple tabs (or worksheets)

instead.

Using Multiple Tabs in the Spreadsheet



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Try to Keep the Data and Logic to a Minimum or Hard-Code Values

The more data or logic we put into your spreadsheet, the larger thegenerated SWF will be and the longer it will take to open.

Also, the more logic (and nested functions and cell references) we put in

the spreadsheet, the longer it can take when the data changes, so the cell

values (and related cells values) have to be recalculated.

If there is any data or logic that is not used within the visualization, get rid

of it from the spreadsheet.

If there are any functions for values that do not change (so are not

dynamic or used by what-if scenarios), then to make sure that the

visualization is more efficient, convert the data to fixed (hard-coded) values

using Copy and Paste Special (as Values) in the spreadsheet.


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Neelakandan N

[email protected]

www.mindtree.com/social

Date post:	03-Jun-2018
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