Xcelsius 2008

User Reference Manual

Xcelsius 2008 iTree Consulting Private Limited Copyright © iTree Consulting Pvt. Ltd.| All rights reserved

Copyright © iTree Consulting Pvt. Ltd.| All rights reserved. June 2009.

Contents

1. Introduction .............................................................................................................................................. 3 2. Getting Started with Crystal Xcelsius 2008 ............................................................................................... 4 3. Working with Chart Component ............................................................................................................... 7 4.Dynamic Visibility ..................................................................................................................................... 12 5.Working with Selector ............................................................................................................................. 14 6. Working with Single Value Components................................................................................................. 16 7. Working with Maps, Text, Arts n Background and Other Components ................................................. 17 8. Other Components ................................................................................................................................. 20 9. Working with Live Office ......................................................................................................................... 33


1. Introduction Xcelsius is a Dashboarding tool which provides visualization power to your business

data.

Xcelsius is more powerful because it is based on Microsoft Excel.

Xcelsius has ability to provide “What-If-Analysis” for better decision making.


2. Getting Started with Crystal Xcelsius 2008

Start Crystal Xcelsius 2008 and you will find the screen as shown consisting Canvas, &

Excel.

As specified on standard tool-bar you can have view to only canvas or excel or both,

save .xlf file, increase or decrease the size of canvas as required, preview visualization.

From Export tool –bar, you have variety of export options like Excel, PDF, PPT, and SWF

& even to BOE.

You have THEMEs tool-bar to apply various themes and colors to visualization.

Format toll-bar is used to bring your components in front or back, center horizontally,

vertically and both, align top or bottom.

Click on View- Components to see list of all available components. You have tree list

for Charts, Containers, Selectors, Single Value, Maps, Test, Other, Art and Background

and Web Connectivity. All components can be viewed in Category, Tree or List mode.

Cock on View- Object Browser to see all components placed on canvas as object. You

can set properties for each object like name, group, visible or not in non-preview mode.


When you open Xcelsius by default blank Excel is also embedded.

If you have any other Excel spreadsheet then you can also import it from Data-Import

or from Import Spreadsheet option from Standard tool-bar.

You have also option of import from Enterprise and even exporting embedded Excel.



3. Working with Chart Component General Tab:-

1. Expand the Chats tree from component panel.

2. Select Column chart from list and drag it to Canvas.

3. Double click chart to open it’s property or right click component & select property.

4. Give chart title and subtitle.

5. Specify category axis name as required.

6. From Data, select range for chart either in row or column.

7. Way you select range, series is created. You can specify name value for series.

8. Specify secondary axis if required. Finally visualization will look like below.


Drill-Down Tab:-

1. Enable drill down by checking it.

2. Give the series name destination.

3. Select insert option as row from drop-down.

4. Select source data and destination for series to be drilled.

5. Select insertion option as either on mouse-click or mouse-over.

6. If you have multiple series then you can specify default series selection and item.

7. Place the grid component from others tree and select destination cells specified for data

insertion for the grid.

8. Now preview the visualization and select different cities which are displayed on grid.

9. Drill is logical. If you have drill oriented data then you can design it as per you logical

deployment.


Behavior Tab:-

Common:-

1. Select blank cell options from Ignore end blanks. It allows to ignore cell ranges

with empty data in series and values.

2. You can enable Run-time tools which includes Focus button, Reset Scale button

and Scale behavior option at run time.

3. Set the dynamic visibility as required.

Scale:- From scale tab you can set scale limit either manual or automatic as well as Y-

axis scale to either linear or logarithmic. You can also set divisions.

Animations and Effect Tab:- It allows to set Data Animation and entry effect with time.


Appearance Tab:-

1. Appearance tab is used to give good cosmetics to you visualization.

2. You can set Layout for chart like chart area, plat area, title area, and legend.

3. From series tab you can specify column color, it’s size and transparency.

4. Axis tab is used enable or disable vertical and horizontal axis as well as Horizontal

grid lines for major and minor gridlines.

5. Text tab allows changing of font, size and color of chart title, subtitle, horizontal

and vertical axis label, legend and setting number format.

6. Colors tab allows changing of background color, and vertical gridline appearance.


Alert Tab:-

1. Alert tab is used to set alert for each series. In the following graph if the revenue

is under 210 Rs mn then city is Red, if between 210 to 235 then yellow and

anything above 235 is green.

2. Alert can be created based on target percent or value based. Specify the same in

enable alert check box.

3. Select range for alert values as per business logic and specify colors which can be

customized.

4. Specify alert color hierarchy as low values or high values are good. Finally, graph

will look like below.


4.Dynamic Visibility

1. Dynamic visibility is very important concept in Xcelsius. It is used to show or hide

component at run time.

2. To make it possible we insert some value in excel cell then depending upon the

status of the cell component is shown or hidden.

3. We have different insert option like:

Position

Label

Value

Row

Column

Status List

Filtered Row

All insert option works with blank excel cells.

4. If you insert by Position, then the actual numbers starting from 1 is inserted to

the specified cell destination. E.g. for list box selector if you have 5 items in it

then for each selection numbers from 1 to 5 is inserted. Say for 3rd item number

3 is inserted.

5. If you insert by Label, then actual string of the selector is inserted to specified

cell destination. E.g. for Label based menu selector if you have three labels

named Mumbai, Delhi & Chennai then for respective selection of button actual

string is inserted. Say for selection of Mumbai, actual text “Mumbai” is inserted.

6. If you insert by value, you need to select source data from excel and then specify

cell destination. E.g. if you have combo box as selector with three items then you

select any three cells as range having data 12,34,56. For selection of first item

value 12 is inserted to destination. For second and third selection respective

values 34 and 56 is inserted to destination. It works with any cell values.

7. If you insert by Row, you need to select source data from excel sheet and specify

destination as blank excel row. E.g. if you have spreadsheet table as selector

then specify source data for table to insert value by row. On selection of

individual row from table respective row from selected source data is inserted to

destination row.


8. If you insert by Column, you need to select source data from excel sheet and

specify destination as blank excel column. E.g. if you have list view as selector

then select source data for list view component to insert value by column. Say

list view has three items and source data contains three columns then on

selection of first item first column is inserted. For the rest of the items respective

column is inserted.

9. If you insert by Filtered Row, then the scenario is same as insert by row but it

inserts data by filtering it.

10. If you insert by status list, it inserts 1 for selected item and 0 for unselected. E.g.

if you have Fish eye as selector with tree items then select three cells as

destination. For first selected item value 1 is inserted to first cell and 0 in

inserted in two other cells. If item 2 is selected then value 1 is inserted in second

cell and value 0 is inserted in first and third cell. Same combination happens

when third item is selected.

After setting insert option for selector component or for drill with chart go to the

components Behavior tab. There is Dynamic Visibility option. You have status, select

excel cell specified as destination for insert option. In the key, specify appropriate value

or select appropriate cell range to satisfy condition.


5.Working with Selector Expand the selector Tree pan to see all selectors list.

Select label based menu as selector from the list and drag it to canvas.

Select Line chart, Column chart and Bar chart as label for Label based menu.

On the General tab from Data insertion select position as insert option.

In the destination specify A1 as destination.

Create three charts: Line, Column, Bar.

Go to the behavior tab of each chart.

In the Dynamic visibility, specify A1 as status from Excel.

For Line chart give value 1 as key, 2 for Column chart and 3 for Bar chart.

In the preview mode it will look like below.


Other Selector Components:

The commonly used components are:

1. Double Filter,

2. Fisheye Component,

3. Accordion Menu,

4. Radio Button,

5. List Builder,

6. List Box,

7. Check Box,

8. Toggle Button,

9. Play Selector; etc

Each selector component has different impact for selection.

Every selector has Behavior, Appearance and Alert tab which functions same as graph.

Some differences are there like default item selection etc.

Some selectors has not all the insert options like Spreadsheet table has only position

and row as insert option.

As its name specifies, selector component is used to provide selection.


6. Working with Single Value Components

Some of the commonly used components are:

1. Dual Slider,

2. Dials,

3. Gauges,

4. Horizontal/Vertical Sliders,

5. Spinner,

6. Play Button; etc

Single Value Components, as the name signifies, are used to pass a single value to the

dependent component (i.e. Charts, Pie Charts etc). These components are mainly used by the

user to insert value according to which the result set would change in various components

which are dependent on such input. The above mentioned dependency is created in the

xcelsius oriented excel sheet.


7. Working with Maps, Text, Arts n Background and Other Components

Maps

These components are mainly for Region wise selection of Data representation. There are a

couple of default maps provided by Crystal Xcelsius that can be used to enhance your

dashboard. The functionality of every map remains the same in accordance General, Behavior,

Appearance and Alerters Tab remains the same.

Text

It contains components such as Label, Input Text and Input Text Area which can be used as

per requirement.



Arts and Background

Background components mainly contain look and feel components such as various

Backgrounds, Vertical & Horizontal Lines, ellipse, rectangle and Image Component.

Image component is used to add images to the Dashboard such as a logo or any other pictorial

file. The Image component will import the picture into Xcelsius and once imported then the

picture is embedded in the xlf file and will not having any relation with the file saved on the

local disks.


8. Other Components Other components contain many important components that can be used in various scenarios

according to the needs and requirement of the users. Every component has a distinct

functionality catering to the requirement.

1. Calendar

2. Local Scenario Button

3. Trend Icon

4. History

5. Panel Set

6. Source Data

7. Trend Analyzer

8. Print Button

9. Reset Button

10. Grid

Calendar:

It can be used in day to day activity.

Components Others Calendars.

Data insertion: Use the options in this section to define how the Calendar component will

behave when a selection is made.

Insert Type: Use this option to specify the type of data (Day or Date) that is inserted when a

selection is made.

Destination: Use this option to select the cell into which the Day or Date from the calendar will

be inserted.

Month Destination / Year Destination: Click the cell selector button to select a cell for the

Month and/or Year of the date selected on the Calendar to be inserted into.



Local Scenario Button:

Using this control we can save a particular scenario.

This particularly comes into use in case of drill down reports.


Trend Icon

The value of the Data parameter determines which icon is displayed for the component:

If the value of Data is greater than 0, the component displays an up arrow.

If the value of Data is less than 0, the component displays a down arrow.

If the value of Data is equal to 0, the component displays a neutral symbol.


History

Data

Use the cell selector button to select the cell that contains the data you want to track.

Insertion Options

Data Destination. Use the cell selector button to specify the cell(s) that the history data

will be inserted into.

Select the freqency of the cell tracking:

o When Value Changes. The cell history will be recorded each time the value in the

cell changes.

o On Interval. The cell history will be recorded at scheduled intervals.


Panel Set

Use the Panels list to select a panel to link content to. The options selected in the Content

section will apply only to the highlighted Panel in the Panels list.

Content Type

Embedded JPEG or SWF

Use the Embedded option to link SWF files or JPEGs to the Panel directly from your

computer or a network location. Click the Import Button to open a dialog box for the

Panel, click the Click to Add Images button to open a second dialog box which allows

you to navigate to the desired file that will be embedded in the component.


By URL

Use the By URL option to enter the URL location for the JPEG or SWF files that you want

to link to the panel.

The URLs box is only available if the Content Type selected is By URL. You can use the

manual edit button or the cell selector button to point the component to one or more

URLs. Click the manual edit button to type in the URLs manually. Click the cell selector

button to link the URLs to cells in the spreadsheet.

None

Use this option to leave the selected panel empty.

Drop-Down Menu Labels

Use Drop-Down Menu Labels to add labels to the content in the selected Panel. If you

use the manual edit button you can type in the labels manually. If you select the cell

selector button, you can link the labels to cells in your spreadsheet.


Source Data:

Insertion Type

Select the Insertion Type from the dropdown list.

Value

Select this option to have the selected item’s value inserted in the target cell

Row

Select this option to have the selected item’s corresponding row data inserted in the

target range

Column

Select this option to have the selected item’s corresponding column data inserted in the

target range


Grid:

Enable Interaction

Check Enable Interaction to enable runtime manipulation of the values in the grid.

Mouse Sensitivity

Use this setting to determine how sensitive the value of the component is to pointer

movements.

Scroll Behavior

Use the Scroll Behavior options to specify how users will adjust the values of the

component.

o Auto

o Manual


Trend Analyzer

Use the cell selector button to select the range of cells that contains the data you want to

analyze.

Trend/Regression Type

Use Best Fit

Use this option to have Xcelsius 2008 determine the appropriate analysis type.

Select a Type

Use this option to select the analysis type:

o Linear


o Logarithmic

o Polynomial

o Power

o Exponential

o Order

This option is only available when the Trend Type: Polynomial is selected.

Insertion Options

Analyzed Data Destination

Use the cell selector button to select the spreadsheet destination range for the analyzed

data. The spreadsheet cells must be empty.

More Options

Use these options to insert additional analysis information in the spreadsheet


Print:

Print Scale

Scale To:

Enter a value in the text box to manually set the scale.

Scale to Fit Page

Select this option to scale the print version of the visualization to the paper size


Reset:

Use to reset the values of components.


9. Working with Live Office

How to Use Live Office

Overview:

With Business Objects Live Office you can import data from Crystal reports, OLAP reports, and

Business Views into Microsoft Office. This process is known as inserting a View. The source

Crystal reports, OLAP Intelligence reports, and Business Views must already be published to

Business Objects Enterprise. To import data, you must have the appropriate rights for the

published objects.

Logging on to the Business Objects Enterprise

Go to Live Office OptionsEnterprise Tab

User Name Password Web Service URL: http://severname:portno/ dswsbobje/services/session System Authentication

Click Log On.


Importing Web Intelligence Document.

Go to Live OfficeInsertWeb Intelligence Content.


Select the report from the specific folder.

Click Next -> Click Finish


Refreshing Live Office Objects

Go to Live OfficeRefresh all objects

Inserting Prompt

Go to Live Office Properties for all objects


Select the document. -> Then go to Prompt Tab.

Click on Prompt Values.


Select the Radio Button “Choose Excel Data Range” to bind the prompt in Excel Sheet.

Select any blank cell -> Click Ok.


Note: Web Intelligence Document should have a prompt.

Importing Crystal Report using Live office. (Same as Web Intelligence Document.)

Importing Web Intelligence Document using New Query option.

Go to Live OfficeInsert New Query.


Select the universe.

Drag the required objects into the query panel.


Click Next. -> Click Finish.

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