AxiomEPM Training Axiom Dashboards Darryl Fleck

Transcription

1 AxiomEPM Training Axiom Dashboards Darryl Fleck 1

2 Housekeeping Maximize your viewing window Q&A: submit any number of questions 2012 Axiom EPM All rights reserved

3 Housekeeping Asking Questions We will leave time at the end, but you can type them in at anytime.

4 Agenda This webinar will cover three main sections: 1. An overview of Axiom Dashboards. 2. How to create a Dashboard. 3. How to publish a Dashboard. 4

5 Learning Objectives - Overview This first section will cover: What is Axiom Dashboards? Who should use Dashboards? An overview of Axiom Dashboards. Dashboard Requirements. Sample Dashboards. Dashboards Main Interface Areas. 5

6 What is Axiom Dashboards? A tool that allows you to create interactive and graphical data presentations for users. A feature set that allows you to view data visualizations in Axiom EPM software itself, or via the web. It includes support for viewing a dashboard via mobile devices such as tablets or smartphones. 6

7 Sample Dashboard 7

8 Reporting 8

9 Sample Dashboard 9

10 Who should use Dashboards? Administrators who create dashboards for end users. Report writers who create dashboards for end users. End users who interact with Dashboards. 10

11 Axiom Dashboards Overview Dashboards is available in both the Excel client and the Web client. Dashboards are designed within Axiom reports, using a special Dashboard Control Sheet in conjunction with the Dashboard Assistant, task pane and layout editor. The dashboard and the source report are the same file. 11

12 Dashboard Requirements Axiom Dashboards is a separately licensed feature. Use of Axiom Dashboards requires installation of the Axiom Dashboard server. Axiom Dashboards must be enabled for the system in order to make dashboard features available in Axiom EPM. Available in the 5.4 release. 12

13 Main Interface Area s - Components 13

14 Main Interface Area s Canvas 14

15 Main Interface Area s Properties 15

16 Dashboard Assistant 16

17 Dashboard Control Sheet 17

18 Demo #1 18

19 Demo #2 19

20 Other Examples 20

21 Other Examples 21

22 AxiomEPM Training How to Create a Dashboard 22

23 Learning Objectives This section will cover: Dashboard process overview. Creating a dashboard file. Designing the dashboard canvas. Configuring dashboard components. Defining the data for a dashboard. Previewing a dashboard. 23

24 Process Overview - Visualizing What data do I want users to see, and how do I want them to see it? Do I want the dashboard to be interactive? How will users view the dashboard? 24

25 Process Overview Steps 1. Create a dashboard-enabled report. 2. Set up the report to query the desired data for the dashboard. 3. Design the dashboard canvas with the desired components. 4. Configure the dashboard components. 25

26 Process Overview Steps Cont. 5. Preview the dashboard throughout development to test how the dashboard will display to end users. 6. Publish the dashboard to end users by generating a dashboard link or linking to it from a task pane. 26

27 Creating a Dashboard File You can create a dashboard in the following ways: From the Reports menu. Manually add a dashboard control sheet to an existing report. Create a new dashboard using the Report Wizard. 27

28 Designing the Dashboard Canvas 28

29 Configuring Dashboard Components 29

30 Defining Data for a Dashboard 30

31 Previewing a dashboard 31

32 Demo: Create a New Dashboard 32

33 AxiomEPM Training How to Publish a Dashboard 33

34 Learning Objectives The last section will cover how to: Create a hyperlink to a dashboard. Link to a dashboard in a task pane. Display a dashboard as the Home page. 34

35 Demonstration 35

36 Review This webinar covered three main sections: 1. An Overview of Axiom Dashboards. 2. How to create a Dashboard. 3. How to publish a Dashboard. 36

37 Resources Axiom Product Portal How do I log into an Axiom System? If you do not have access to the Training System, contact Axiom Training training@axiomepm.com 37

38 Questions 38

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