Xcelsius Training Material

Xcelsius

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Xcelsius Training

Table of ContentQuick tour of XcelsiusLesson 1 Creating VisualizationLesson 2 Working with your Excel WorkbookLesson 3 Visualizing data with chartsLesson 4 Using Xcelsius componentsLesson 5 Distributing your visualizations Lesson 6 Formatting the VisualizationLesson 7 Using themes and template to apply formattingLesson 8 Adding Interactivity to a VisualizationLesson 9 Create Connected Visualization

Xcelsius Training


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Quick tour of Xcelsius

Xcelsius Training

Table of ContentQuick tour of XcelsiusLesson 1 Creating VisualizationLesson 2 Working with your Excel WorkbookLesson 3 Visualizing data with chartsLesson 4 Using Xcelsius componentsLesson 5 Distributing your visualizations Lesson 6 Formatting the VisualizationLesson 7 Using themes and template to apply formattingLesson 8 Adding Interactivity to VisualizationLesson 9 Create Connected Visualization

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Lesson 1 Creating Visualization

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What is Xcelsius ?3

• Xcelsius is a SAP Dashboard design and SAP Presentation design software

• Xcelsius helps you create visually stunning and interactive dashboards

• Xeclsius is used to enable data visualisations such as Charts , gauges and Maps

• Xcelsius Visualizations are created from Microsoft Excel or from live data sources


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Visual data will allows you to:• Perform “What-if" analysis on run-time by changing variables represented in charts and other visual indicators.• Use data from Excel workbooks to create dashboards and scorecards with alerts to indicate issues and opportunities

for your organization.• Identify problems in your source data or your underlying business assumptions that are difficult to see in tabular data.

Using Visual Data


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• Below are the steps to be followed while designing and deploying an Xcelsius visualization using embedded Excel data▫Design the data ▫Build and format the visualization▫Publish the visualization▫Deploy the published visualization▫Connect the visualization

Setting up a visualization with embedded data

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• The Xcelsius interface comprises the following elements:

• Toolbars• Components browser• Object browser• Property sheets• Canvas• Embedded Excel

workbook

Using the Xcelsius interface


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To create a new Xcelsius design interface, follow the below:-

• From the File menu , click New to create a new Xcelsius file with an empty embedded Excel

• To create a new Xcelsius file and import an Excel file into the embedded Excel workbook, click New with Spreadsheet or select the Excel file in the Open dialog box, and click Open.

To create a new Xcelsius file5


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To create a new Xcelsius file


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1. Select an appropriate location for saving the file.

2. In the File name box, enter a unique name for the file.

3. Click Save.

The file is saved and the title bar updates to reflect the specific name for the file.

To save an Xcelsius file6


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1. From the File menu, click Open.2. Select the Xcelsius file from the Open dialog box3. Click Open.

To open an existing Xcelsius file


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Toolbars contain all of the features that you will use most frequently when building visualizations in Xcelsius.

• Standard toolbar

• Export toolbar

• Themes toolbar

Using Tool Bars7


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Standard Toolbar


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Standard Toolbar continued…8


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Standard Toolbar continued…


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Standard Toolbar continued…9


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Export Toolbar


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Themes Toolbar10


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Format Toolbar


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Format Toolbar11


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Format Toolbar


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• Components are the building blocks of your visualizations.

• These components refer to graphical objects such as charts, gauges, or radio buttons, that can be added to the canvas

• These components are bound to data ranges and/or formulas from the Excel file.

• The Components browser contains all of the components needed for building visualizations which can be grouped by category.

Using the Component browser12


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View Components in Component Browser


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To add a component to the canvas13


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• Once you have added components to the canvas from the Components Browser, those components are listed in the Object Browser.

• You can use the Object Browser to select components so you can cut, copy, paste, delete, bring forward, move back, group, ungroup and rename them by right-clicking to access the secondary menu.

• You can also place a check mark under the eye to hide the component so you can more easily work with other components.

Using the Object Browser


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• Once a component has been added to the canvas, it must be configured using options on a Property sheet. You can access Property sheets by double-clicking on the component or right-clicking the component and selecting Properties from the context menu.

• There are five properties sheets which allow you to specify options that change the functionality of the components on your canvas.

Using the Property Sheet14


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• Only components on the canvas are active and part of your visualization.

• To resize the canvas to the dimensions of the components on the canvas, click fit Canvas to Components.

• To resize the canvas to the dimensions of the canvas pane in the Xcelsius interface, click fit Canvas to Window.

Using the Canvas


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The ‘Document Properties’ dialog box modifies the properties of the active visualization.

You can adjust the canvas to custom size and change default font size

Using Document Properties15


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• Quick StartFrom the Help menu, select Quick Start to show or hide the Quick Start Wizard which contains Quick Start tutorials.

• Xcelsius HelpFrom the Help menu, select Xcelsius Help to display a searchable HTML version of the Xcelsius 2008 User Guide.

• Context-based help moviesClicking in a property sheet will play a context based help movie that walks you through concepts related to the property.

Finding Help


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Lesson 2Working with your Excel Workbook

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• Xcelsius uses an Excel spreadsheet to serve as the mechanism for mapping data and formulas to the components in Xcelsius. Microsoft Excel has an enormous user base and is easy to use. There are three key benefits that Microsoft Excel provides when embedded inside Xcelsius 2008:

1. Data Model2. Calculation Engine3. Visualization with embedded data uses the data only from the original Excel File4.The Visualization is completely self contained and does not rely on excel or any external sources once it is exported to SWF File

Designing your Excel workbook17

Lesson 2 Working with your Excel Workbook

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• While Xcelsius does support most Excel functions, some functions are not supported. Functions not supported in Xcelsius:

• is• dlookup

Excel features not supported in Xcelsius:

• Macros• Conditional formatting• Pivot Tables• Filters• Excel Connectivity• Excel Add-Ins

Continued…

Lesson 2 Working with your Excel Workbook

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Lesson 3Visualizing data with charts

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• There are multiple charts in Xcelsius. Charts can also use a secondary axis for visualizations.

Using charts for visualization19

Lesson 3 Visualizing data with charts

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Line chart

• A single or multi-line chart is ideal for showing trends over a period of time.

• Use this chart in models that emphasize a trend line or a continuing sequence of data.

• The dual axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

Choosing a chart type


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Pie Chart• A pie chart represents the distribution or

participation of each slice (item) over a certain total that is represented on the overall value.

OHLC Chart• An OHLC chart is used primarily to

display stock data. Each marker corresponds to the four stock price values, which are represented as lines attached to the marker.

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Column chart• A single- or multi-column chart is ideal for showing and comparing one or more

items over a period of time or in a specific range of values. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

• A stacked column chart allows you to compare several variables over a period of time by adding one dimension on top of another. These types of charts are ideal when comparing several dimensions over a period of time. The dual axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

Stacked column chart


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Bar chart• A single- or multi-bar chart is ideal for showing and comparing one

or more items over a period of time or in a specific range of values. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

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Stacked bar chart• A stacked bar chart allows you

compare several variables over a period of time.

• These types of charts are ideal when comparing several variables over a period of time.

• The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.


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Combination chart• A combination column and line chart is ideal for displaying a range of

values and a trend line for those values. The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this chart.

Bubble chart• A bubble chart is a powerful analytic

tool that lets you compare a group of items or series based on three different parameters. It has an X axis and a Y axis to represent the item location over the chart area, and a Z value to represent the item size.

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XY chart

• An XY chart displays data that requires two dimensions to complete the analysis. The XY chart shows each data point as a result of the intersection of X values and Y values.


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Area chart• An Area chart is a variation on the line chart where the area below the line is filled in to give greater

impact to the visualization. • The Area charts are enhanced in Xcelsius with transparency effects, which make them a very effective

visualization for comparing trends.• The Dual Axis feature allows you to plot a series on either the Primary or Secondary axis with this

chart.

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Stacked area chart• A stacked area chart allows you to compare several variables over a period of time. Stacked

areas allow you to compare one or more variables by adding one variable to another. • These type of charts are ideal when comparing several variables over a period of time. • The Dual Axis features allow you to plot a series on either the Primary or Secondary axis

with this chart.

Radar chart• A radar chart allows easy comparison

of values in a radial layout.


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• Click and drag the appropriate chart type from the Components Browser to the canvas.

• The Property sheets change to reflect the configurable properties for the chart

To insert and configure a chart component with a data range

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Using data in a series• You can create the series by adding one row or column at a time.


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Lesson 4 Using Xcelsius components

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• You can use single value components to display output or to enter input to add interactivity to your models. • The maximum and minimum values for these single value components can be manually adjusted on the

General property sheet.

Slider

Dial

Gauge

Progress bar

SpinnerPlay control

Single value component types27


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• Alerts are color cues that you add to components to describe the value as it compares to a target value.

• When the value falls within the threshold range for that alert, it is given the color assigned to that range.

• You can set your own threshold values, specify a percentage of a value, or bind the threshold values to cells in your embedded Excel workbook.

Understanding Alerts


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Setting up Alerts28


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• There are several options available for adding text to your models beyond the titles and labels you can specify for individual components:

Understanding Text Components


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Lesson 5Distributing your visualization

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• Before you publish, you may want to take a snapshot of the model and view it in another format. • From preview mode, you can publish to all available formats, or export the data to an external

Excel workbook.

Creating Snapshots

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Lesson 5 Distributing your visualizations

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Flash (SWF):• This option creates a SWF file that you can then embed in other

files, run as a SWF in a Flash Player, or call from an HTML file.• If you double-click the file from Windows Explorer and have a Flash

Player installed, the SWF opens in your default web browser.

Choosing the right output


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To Export a model31


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Lesson 6 Formatting the Visualization

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• A color scheme is a collection of colors that have been defined for components in the model. A color scheme allows you to make decisions about the colors of each component and re-use those settings each time the component type is used in the model.

• You may choose from a selection of built-in color schemes or create custom color schemes by cloning the existing color schemes. Change the color scheme using the Colors button on the toolbar. Note that the components change depending on the color scheme selected.

Using Color schemes


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1. From the Format menu, click Color Scheme. The Color Schemes dialog box displays.

2. In the tree, select the color scheme. The theme colors appear in the Preview pane.3. Ensure the Apply to Existing Components check box is selected.4. Click OK.

To Apply a Color scheme

The color scheme is applied to the components on the canvas.

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1. From the Format menu, click Color Scheme.▫ The Color Schemes dialog box

displays.2. Click Create New.

▫ The Custom Color Scheme dialog box displays.

3. In the Name field, enter a unique name for the color scheme.

To create a custom color scheme


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• Text can be formatted on the Text tab of the Appearance property sheet.

Formatting text in visualization

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Table of ContentQuick tour of XcelsiusLesson 1 Creating VisualizationLesson 2 Working with your Excel WorkbookLesson 3 Visualizing data with chartsLesson 4 Using Xcelsius componentsLesson 5 Distributing your visualizations Lesson 6 Formatting the VisualizationLesson 7 Using Themes and Template to apply formattingLesson 8 Adding Interactivity to a VisualizationLesson 9 Create Connected Visualization

Lesson 7 Using Themes and Template to apply formatting

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• A theme is a collection of object properties that change the look or style of the components used in your model. There are nine themes available:

• Admiral• Aero• Aqua• Elan• Graphite• Halo• theme• Nova• Windows Classic

Using Themes

Lesson 7 Using themes and template to apply formatting

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1. From the Format menu, click Theme.

The Themes dialog box is displayed.

2. Select the appropriate theme and preview the theme in the Preview pane.

3. The theme is applied to all components once we click OK.

To Apply a Theme36


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• Xcelsius provides a long list of components and functionality that helps you to build a creative model.

Using Predefined Templates


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Table of ContentQuick tour of XcelsiusLesson 1 Creating VisualizationLesson 2 Working with your Excel WorkbookLesson 3 Visualizing data with chartsLesson 4 Using Xcelsius componentsLesson 5 Distributing your visualizations Lesson 6 Formatting the VisualizationLesson 7 Using Themes and Template to apply formattingLesson 8 Adding Interactivity to a VisualizationLesson 9 Create Connected Visualization

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Lesson 8 Adding Interactivity to a Visualization

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• The selector serves as the primary method for the users to interact with the Xcelsius models by toggling data or the visibility of charts. Selectors facilitate an end user interface that enables easy navigation, filtering and drilling down.

• Use selectors to:• Transform static visuals into dynamic visual models• Copy rows and columns of data within the Excel spreadsheet from a

source location to a target destination that can be read by a chart or another output component.

• Define parameters for ad hoc queries against a live data source or reporting applications

• Toggle different visuals within the dashboard to make it appear or disappear (coupled with dynamic visibility)

• Open child dashboard SWF files within a parent SWF• Accomplish the same function as Excel lookup functions, but without

effecting the performance.

Adding a selector38


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• To select a particular piece of data, a selector copies data from a source range to a destination range.• If a component is bound to the destination range, the data in the destination range will appear in that component

Understanding Data Insertion


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• Different ways to copy the data from the source range to the destination range through a selector.

• Not all of these methods are available with all selectors.

Various Insertion Types

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Insertion Types


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• Xcelsius provides the ability to create interactive maps, that can be used to display and select data.

• Xcelsius comes up with maps for many countries and continents.• Maps include major regions, provinces and states within the country.

Using Maps in Reports

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1. Click and drag the map component from the Components Browser to the canvas.

2. On the General property sheet, for the Title field, do one of the following:

• To manually enter the value, type the value in the Title field.

• To bind the value for the component, click the button to the right of the Title field to activate the Select a range dialog box. Select the cell, and click OK.

3 To manually edit the region keys that are predefinedfor the map, click the list icon to open the RegionKeys dialog box, edit the names in the Region Keycolumn for each item, and click OK.

To insert and configure a Map component


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• The dynamic visibility feature toggles the visibility of components based on the criteria you define.

• Dynamic visibility facilitates a rich user experience by simulating multiple levels of drill down and empowering the user to decide what information they would like to view based on their interaction with the model.

The following is an example of the workflow:1. The selector populates the destination range.2. The component (for example, a chart) in the destination range is to

determine the status value.3. When the status changes, the chart decides if the status value matches a

defined key (usually a label for the data that displays in the chart).4. If the status matches the key, then the component is displayed.

Understanding dynamic visibility

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• The display status key is the value that needs to be in the cell to toggle dynamic visibility.

• This is the value that the selector inserts into the target cell for that item.

Define display status and status key


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Dynamic Visibility

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The process of creating multi-layer reports involves three steps:

Step 1: Link SWFs to image componentThe designer starts with image components, and links those to Xcelsius models (SWFs).

Creating Multi-layer reports


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Step 2: Set up dynamic visibility

• Set up dynamic visibility for each image component. Visual models appear based on the user interaction.

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Step 3: Export the model

• When you export the visual model with linked image components, copies of the linked external SWFs will be generated and placed in a folder with the exported model.


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Lesson 9 Create Connected Visualization

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• The Data Manager is a central place to add, configure and manage external connections in your visualization. You can configure the following types of connections:

• Query as a Web Service (QaaWS).• Web Service Connections• XML Data Connections• Flash Variable (flashvars)• Portal Data• Crystal Report Data Consumer• FS Command• Live Cycle Data Services (LCDS) Existing Connections• Excel XML Maps• Live Office connections

Using Live Data Sources45


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• You can create an Xcelsius visualization using data in a Live Office enabled workbook.

• When a workbook is enabled, it uses a Business view created from either a Crystal Report or a Web Intelligence document.

Understanding the Live Office connection


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Steps to create an Xcelsius Visualization using a Live Office connection-

1. Import an Excel workbook that contains Live Office data.2. Open the Data Manager and click Add.A list of connection types appears.3. Select Live Office Connections.4. Configure each of the Live Office views.5. Select the refresh options on the Usage Tab in the Data Manager.

Create a Xcelsius Visualization using a live office

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1. Open the Data Manager and select the Live Office connection you want to refresh.

2. On the Definition tab, type the URL into the Live Office Web Services URL field.

To refresh your visualization with Live Office data

http://<webserver>:8080/dswsbobje/services/session

The default URL listed in the field is:


Q/A

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Thank you

Abid Hussain Paul

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Date post:	10-Sep-2014
Category:	Documents
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Xcelsius Training Material

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