Connecting Users to Data with Xcelsius ]

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1 [ Connecting Users to Data with Xcelsius ] Kevin Fournier & Gary Bernstein Senior Consultants DataSense Solutions [ CHAVONE JACOBS ASUG INSTALLATION MEMBER MEMBER SINCE: 2003 ALLAN FISHER [ ASUG INSTALLATION MEMBER MEMBER SINCE: 2008 [ COREY PEARSON ASUG INSTALLATION MEMBER MEMBER SINCE: 2008 Real Experience. Real Advantage.

2 [ Talking Points My Background Consultant with DataSense Solutions Overview of Business Objects XI BI Platform What is Xcelsius? - What Can it Do? - How Does it Work? How do I Connect Xcelsius to my Data? What to Consider When Designing & Deploying Dashboards? Conclusion, Questions and Answers. Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 2

3 [DataSense Solutions, Inc. A Specialized Consulting Practice Provide products, consulting and educational services to help companies design, build and deploy business intelligence and data warehouse systems Founding and managing organization of the New England Business Objects User Group 1997 Co-established the Boston Chapter of TDWI The Data Warehousing Institute Our consultants help clients bridge the gap between business/user requirements and a technical solution Certified Business Objects Consulting, Training and Sales Partner Since 1996 CA ERwin Reseller and Solution provider. ERwin Data Modeler Netezza Solution Partner Hands on experience with over 350 Business Objects customers empowering over 25,000 users. Real Experience. Real Advantage. Copyright DataSense Solutions, Inc. Copyright Business Objects & DataSense Solutions, Inc. 3

4 [BUSINESS OBJECTS XI Crystal Web Infoview & Reports Intelligence Xcelsius Explorer Portal Integration Kits Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 4

5 [ SAP/Business Objects Product Portfolio A Comprehensive Portfolio of Business Management and Business Intelligence Solutions To BEST FIT Your Needs. Business Intelligence CRYSTAL REPORTS ONDEMAND.com EDGE SERIES ENTERPRISE Solution De epth and Brea adth Business Management Low Your Business Complexity / IT Expertise High Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 5

6 [ Xcelsius - What is it? A Windows based tool for developing highly interactive and visually rich reports and dashboards Provides access to Excel and enterprise data via many connectivity methods Provides interactive controls that allow users to change values to perform What If analysis Xcelsius 2008 available independent of Business Objects or SAP configuration* *connectivity and functionality will vary based on licensing and deployment configuration. Dashboards and Visualization Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 6

7 [ Xcelsius What can it do? Produce displays that present information from single or multiple data sources that are visually pleasing and interactive Great for displaying metrics, KPI s, goals, in an easily understood and meaningful way Visually monitor what matters and alerts organizations to exception conditions Allow drilling to detail to see root cause What-If capabilities allow users to change values to see how business is affected Output can be deployed via web browser, Adobe, Word, Outlook, PP, desktop, SharePoint, SAP Portal or Visual Composer Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 7

8 [ Xcelsius How does it work? Step 1: Data Source Tier Identify your compliant data source(s). Universes, Crystal Reports, Web Intelligence documents, or any XML- compliant data source. Step 2: Connectivity Tier Many methods available to connect to corporate data inside or outside your organization. Step 3: Visualization Tier Use Xcelsius development tool to create visual models. Step 4: Distribution Method Deploy SWF(Flash) file to InfoView, website, PowerPoint, PDF, SharePoint, SAP Portal or other publishing options. Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 8

9 [ Xcelsius 2008 Development Environment Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 9

10 [ Xcelsius: What does it look like? Real Experience. Real Advantage.

11 [ Real Copyright Experience Real - DataSense Advantage. Solutions, Inc.

12 [ More than a pretty picture. Information combined from various sources Consistent business definitions Timely Information Intuitive User Interface Quality data Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 12

13 [ Xcelsius Connectivity Options Query as a Web Service (QaaWS) Live Office Crystal Other: SAP BEx, NetWeaver BI, XML, Adobe LiveCycle Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 13

14 [ Query as a Web Service Lets you create a custom web services for specific queries using the same semantic layer as the rest of the Business Objects BI Suite. Allows BI content to be delivered to any application that can process Web Services. Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 14

15 [ Using Query as a Web Service On Demand Querying Parameters Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 15

16 [ Live Office An add-in to Microsoft Office tools - Excel, Word, Outlook and PowerPoint. Provides easy access to upto-date corporate data using the same semantic layer and security shared by the Business Objects BI Suite. Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 16

17 [ Using Live Office (1) Connect your dashboard d to: A Web Intelligence Report A Crystal Report Options: a) refresh on demandd b) from a report Instance previously scheduled report Real Experience. Real Advantage. 17

18 [ Using Live Office (2) Connect your dashboard to: A Universe Query Options: a) refresh on demand b) from saved query data Real Experience. Real Advantage. 18

19 [ Crystal Connectivity Connecting to your managed or un-managed Crystal Reports as a data source. Crystal Report Xcelsius Dashboard Data Source(s) Xcelsius Developer Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 19

20 [ Using Crystal Connectivity: Step 1 Connect your Dashboard to the data in one Crystal Report Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 20

21 [ Using Crystal Connectivity: Step 2 Embed your dashboard into a Crystal 2008 Report Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 21

22 [ Using Crystal Connectivity: Step 3 Hidden Results Crystal Report Content Xcelsius Components Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 22

23 [ Other Connectivity Options: Sample of BEx Query & SAP NW BI Connection System Requirements 1. BI 7.X Add-On SP901 or higher 2. Xcelsius Designer 2008 SP2 or higher h 3. SAP GUI 7.10 Dashboard Consumers: 1. Flash Player 9 or higher 2. Server side NetWeaver Platform: 3. SAP EHP1 for SAP NW 7.0 SP5 Java and ABAP Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 23

24 [ Using BEx Query Option Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 24

25 [ Connect Results to Xcelsius Model Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 25

26 [ Dashboards in your Environment Considerations for Development Purpose As a Web Wb Page Within a Report Analysis Tool Type of User Data Source Rf Refresh Rt Rate # of Users Data Volumes # of data sources Type of data Data Quality Consistency Ease of Design Summary Drilldown Template Environment Existing Reports Security Existing Skills Centralization Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 26

27 [ Users of Dashboards Executive Management Dashboards, Scorecards, KPIs Business Analysts Ad-Hoc Queries, On-line Analytical Processing (OLAP) Front Line Employees Operational or Standard Reports Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 27

28 [ What is the Purpose of my Dashboard? Analysis Tool Part of a Report I need to get from NY to Boston: Should I Fly, Drive or take the train? Like a Web Page Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 28

29 [ Conclusion Xcelsius is a very powerful development tool that can access data from virtually any source and location. Output can be delivered in almost any required format and remain connected or disconnected from the data source. Xcelsius allows for a wide variety of display options that support a large range of users needs. Consideration and care should be given to selecting the most appropriate connectivity options and design choices. Have fun, the possibilities are endless, enjoy, be careful. Real Experience. Real Advantage. Copyright Business Objects & DataSense Solutions, Inc. 29

30 [ Thank you for participating Any Questions? Kevin Fournier Real Experience. Real Advantage. 30