report design & data monitor using crystal dashboard design concepts and theory
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Report Design & Data Monitor using Crystal Dashboard Design EGN 5622 Enterprise Systems Integration Spring, 2013. Report Design & Data Monitor using Crystal Dashboard Design Concepts and Theory. Dashboard definition. - PowerPoint PPT PresentationTRANSCRIPT
Report Design & Data Report Design & Data Monitor using Crystal Monitor using Crystal
Dashboard DesignDashboard Design
EGN 5622 Enterprise Systems IntegrationEGN 5622 Enterprise Systems IntegrationSpring, 2013Spring, 2013
Report Design & Data Report Design & Data Monitor using Crystal Monitor using Crystal
Dashboard DesignDashboard Design
Concepts and TheoryConcepts and Theory
Dashboard definitionDashboard definition“A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance”
Dashboard types IDashboard types IStrategic Dashboards• Used by executives• Quick overview on the health of the business, including major high-level measures• Few information, simple display mechanisms, static snapshots
Analytical Dashboards• Used by analysts• Support interaction with data, e.g. drill-down• Complex data, sophisticated display mechanisms, static snapshots
Operational Dashboards• Used to monitor operations• Support alerting for critical events, interaction with data • Detailed data, simple and clear display mechanisms, real-time data
Source: (Few 2006, p. 40-42)
Layers of informationLayers of informationT
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Summarized Graphical ViewPurpose: Monitor key performance metricsDisplay: Graphical indicators, numbers, textTechnology: Dashboards, scorecard, portals
Multidimensional ViewPurpose: Explore information from multiple dimensionsDisplay: Interactive charts and tablesTechnology: OLAP, interactive reports
Detailed Reporting ViewPurpose: Examine details before taking actionDisplay: Table or report in separate windowTechnology: Operational reports, data warehouse queries
Source: Eckerson (2006), p. 15
Dashboard types IIDashboard types II
Dashboard versus Portal• Portal = Focus on the integration of different contents under one user interface• Dashboard = Focus on the compression of important facts and figures on one
single screen
Dashboard versus Scorecard• A scorecard is a specific dashboard including Key Performance Indicators (KPIs),
usually used on a strategic level
Evolution of DashboardsEvolution of Dashboards
First Generation
SecondGeneration
ThirdGeneration
Display:Simple Lamps
Function:-Indication of engine issues
Display:Simple Charts
Function:-Simple monitoring of some business areas
Display:-Lamps-Gauges-Odometers
Function:-Indication of engine issues-Measure fuel, etc.-Measure speed, distance
Display:-Advanced Charts-Gauges & Indicators-Tables
Function:-Advanced monitoring -Drill down to analyze-Monitor key metrics
Display:-Lamps-Gauges-Odometers-GPS
Function:-Indication of engine issues-Measure fuel, speed, dist.-Show route & destination
Display:-Advanced Charts-Gauges & Indicators-Tables-Scorecards-Strategy Maps
Function:-Advanced monitoring -Drill down to analyze-Monitor key metrics-Monitor tactics-Monitor strategy
Evolution of Automobile Dashboards versus Business Dashboards:
Automobile Dashboards Business Dashboards
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Display:Simple Charts
Function:-Simple monitoring of some business areas
Display:-Lamps-Gauges-Odometers
Function:-Indication of engine issues-Measure fuel, etc.-Measure speed, distance
Display:-Advanced Charts-Gauges & Indicators-Tables
Function:-Advanced monitoring -Drill down to analyze-Monitor key metrics
Display:-Lamps-Gauges-Odometers-GPS
Function:-Indication of engine issues-Measure fuel, speed, dist.-Show route & destination
Display:Simple Charts
Function:-Simple monitoring of some business areas
Display:-Lamps-Gauges-Odometers
Function:-Indication of engine issues-Measure fuel, etc.-Measure speed, distance
Display:-Advanced Charts-Gauges & Indicators-Tables
Function:-Advanced monitoring -Drill down to analyze-Monitor key metrics
Display:-Lamps-Gauges-Odometers-GPS
Report Design & Data Report Design & Data Monitor using Crystal Monitor using Crystal
Dashboard DesignDashboard Design
SAP ImplementationSAP Implementation
New Intelligence Platform of SAPNew Intelligence Platform of SAP
• SAP Crystal Dashboard Design (formerly Xcelsius) is the flagship product for dashboarding and visualization
• Rapid development of dashboards by drag and drop
• Replacing SAP Bex Web Application Designer
• Connectivity through XML and webservice connectors
Source: (SAP AG 2009)
Please check sdn.sap.com for latest version
Name is changed to SAP Crystal Dashboard Design
Common BI ArchitectureCommon BI Architecture
Source: Eckerson, W. (May 2006). Business intelligence 2006 – only the beginning. What Works: Best Practices in Business Intelligence and Data Warehousing, 21.
SAP Crystal Dashboard Design
Information Discovery and Information Discovery and DeliveryDelivery
Crystal ReportsConnect to virtually any data source,
design and format interactive reports
Web IntelligenceSelf-service access to
information and intuitive analysis
SAP Crystal Dashboard Design
(Xcelsius)Point and click data visualization tool to create interactive
analytics and dashboards
SAP Crystal Dashboard SAP Crystal Dashboard Design OverviewDesign Overview
• Building dashboards for different purposes and different hierarchical levels or functions, including dynamic charts and graphs, data presentations and visual what-if scenarios
• Data presentation is based on Adobe Flash, export to different applications including PowerPoint, Acrobat 9, Adobe AIR, Adobe Flash, HTML, Business Objects Platform
• Dashboards use static data from Microsoft Excel spreadsheet models or live corporate data sources linked using various connectors
• Available connectors: Query as a Web Service (QaaWS), Web Service Connections, XML Data Connections, Excel XML Map, Live Office,…
The WorkspaceThe Workspace
Embedded Spreadsheet
Object Browser
Component Browser
Canvas Area
Properties Panel
Design time & Run timeDesign time & Run time
XML RDBMS OLAP
Spreadsheet model
Design visualizationData bindingData connectivityWorkspace
Generate dashboard(.swf file with internal data model)
Visualization
Business Logic
Data Source
Design time Run time
Optional: Dashboard (.swf file) deployed on corporate web server
Dashboard is opened on user‘s machine
Optional: Dashboard connects to data source to refresh data
Visualization
Web Server
Client
Client
SAP Crystal Dashboard Design SAP Crystal Dashboard Design and MVC (Model View Control) and MVC (Model View Control) patternpattern
View (before adjustment)Controller
View (after adjustment)Model
Visual ComponentsVisual ComponentsChart components provide a range of different chart types like line, pie, bar, area, radar, and tree map chart
Container components group and display other components
Selector components are used to create a visualization with multiple options to select from
Single value components are used to add user interactivity to visualizations, these components are linked to a single cell in the spreadsheet
Map components create visualizations with geographical representations that can display data by region
Text components are used for placing labels and including text into a visualization
CreatingCreating Dashboards Dashboards
Three steps to create a new dashboard:• Create the spreadsheet model
• Import existing spreadsheet model or• Create new spreadsheet model with Excel functionality
• Build the visualization• Select suitable components from the visualization library• Data binding
• Publish the dashboard• Export to PPT, Word, Adobe, SWF, Business Objects …
Example of SpreadsheetExample of Spreadsheet
Source: http://www.sap.com/solutions/sapbusinessobjects/sap-crystal-solutions/dashboards-visualization/demos/index.epx
Import Spreadsheet ModelImport Spreadsheet Model
3. Your business model is now available in the embedded spreadsheet
2. Select existing Excel file …
1. Select Data -> Import…
Select Visual ComponentsSelect Visual Components
2. Move the component using drag and drop onto the canvas
1. Select a pie chart from the component browser
Properties and Data Properties and Data BindingBinding
1. Double click on the component to open the properties panel
2. Edit title of the component: Use static values or dynamic values from spreadsheet model
3. Bind data from spreadsheet model to the component
Properties PanelProperties Panel
• Title, subtitle• Selection of data source, data binding
• Adding drill-down capability for charts
• Settings for the visualization of the component• E.g. visibility of component, scaling of axis, animation and effects
• Settings for the appearance and formatting of components• E.g. layout, text, and color of component
• Settings for alerts for a component• E.g. definition of the number of alert colors used, or target limits
Publish DashboardPublish Dashboard1. Save spreadsheet model and visualization as *.xlf file
2. Export as e.g. PDF
3. Launch Dashboard
TopicsTopics
• Dashboard design• Designing spreadsheet models• Basic components for visualization
– Charts components– Single value components– Text components
• Alerts• Selector components• Dashboard layout• Case study: Global Sales Overview
Dashboard DesignDashboard Design
Dashboard design
• What type of dashboard should be designed?• What are the relevant data and KPIs that should be visualized?• What are appropriate elements for visualization?• How should user navigation look like?• How is the dashboard supplied with data?
Applying the Gestalt Principles of visual perception to dashboards:
• Proximity: Objects that are located near each other are perceived as belonging to the same group.
• Similarity: Objects that are similar in color, size, shape, and orientation are perceived as belonging to the same group.
• Enclosure: Objects that are enclosed by a visual border, e.g. a line, are perceived as belonging to the same group.
• Closure: Open structure (e.g. shapes with open ends) are perceived as closed whenever possible.
• Continuity: Objects that appear to form a continuation of one another are perceived as belonging to the same group.
• Connection: Objects that are connected (e.g. by are line) are perceived as belonging to the same group. Source: Few (2006), p. 90-95
Dashboard DesignDashboard Design
Dashboard DesignDashboard Design
Dashboard design principles I • Reduce the non-data pixels, by eliminating unnecessary non-data pixels and de-
emphasizing the remaining non-data pixels
– E.g. eliminate unnecessarythird dimension of depth on charts
– E.g. eliminate unnecessary grid lines in bar graphs
– E.g. eliminate variations in color that don’t encode any meaning
Source: (Few 2006, p. 103-110)
Dashboard designDashboard design
Dashboard design principles II• Enhance data pixels by eliminating unnecessary data pixels and highlighting
most important data pixels– Remove data that is less relevant– Condense data by summaries and exceptions– Emphasize important data by visual attributes like color intensity, size, line width– Emphasize important data by its position on the dashboard: top-left and center are
sections with greatest emphasis
Different degrees of visual emphasis. Source: (Few 2006, p. 114)
Emphasized Neither emphasized nor de-emphasized
Neither emphasized nor de-emphasized De-emphasized
Emphasized
TopicsTopics
• Dashboard design• Designing spreadsheet models• Basic components for visualization
– Charts components– Single value components– Text components
• Alerts• Selector components• Dashboard layout• Case study: Global Sales Overview
Spreadsheet ModelsSpreadsheet Models
Using Excel functionality
• SAP Crystal Dashboard Design supports a variety of Excel functions (about 160) and formulas– Mathematical, statistical functions– Text-related functions– Date/Time related functions– Spreadsheet formulas
• Complete list of supported Excel functions available in SAP Crystal Dashboard Design Help
• But: not all Excel functionality is available in SAP Crystal Dashboard Design
Spreadsheet ModelsSpreadsheet Models
Using Excel functionality
– Mathematical, statistical functions• Calculation of maximum value:
– Text-related functions• Concatenate Strings:
– Date/Time related functions• Provide current data: TODAY() • Provide current time and date: NOW()
=MAX(B2:D2)
=CONCATENATE (B2,C2)
Spreadsheet ModelsSpreadsheet Models
Design guidelines
• Use different sheets if your spreadsheet includes many different tables
• For complex models use the first sheet for documenting your spreadsheet model
• Use colors and labels in your model for better readability
• Do not start in the first row and column, leave space for enhancements
• Apply formatting to your spreadsheet before you start building the visualizations
Spreadsheet ModelsSpreadsheet Models
Limitations
• In case you re-import spreadsheets with renamed sheets, any bindings to cells in the renamed sheet will be lost
• Complexity of calculation being performed in the spreadsheet affect the performance of the visualization
• Only one single Excel workbook can be embedded in a dashboard, references to remote workbooks are not possible
TopicsTopics
• Dashboard design• Designing spreadsheet models• Basic components for visualization
– Charts components– Single value components– Text components
• Alerts• Selector components• Dashboard layout• Case study: Global Sales Overview
Chart ComponentsChart Components
Chart overview
Examples:• Line Chart: showing the tendency over a period
of time, e.g. stock prices• Pie Chart: showing relative shares compared to
a certain total, e.g. relative share of revenue for a product compared to total revenue
• Bar Chart: visualization of rankings, e.g. TOP 10 products by revenue
• Column Chart: showing developments over a period of time, e.g. revenue by month
• Radar Chart: plotting multi-dimensional sets of data using several axis, e.g. compare different aspects of stock like price, volume, price to earning ratio, etc.
Chart ComponentsChart Components
Column chart
Step-by-step:
• Drag chart to the canvas
• Adjust titles
• Bind data
• Adjust scaling
• Adjust layout
Chart ComponentsChart Components
Column chart - general• Title, subtitle, axis values can include fixed value or values from the spreadsheet model
• Bind data:• Use Range option if data is a range of continuous cells• Use Series option if data series are segregated
Chart ComponentsChart Components
Column chart – scaling
• Manual Scaling:If data doesn’t require the scales to change
• Auto Scaling:If data feeds of the chart change and scaling
has to be adjusted automatically
Chart ComponentsChart Components
Column Chart – layout
• Adjust the color of your slices, chart background, title or plot area
• Adjust format for your titles• Adjust data type of the values
Single Value ComponentsSingle Value Components
Single value components overview
• Can be used for adding user interactivity to visualizations
• Components are linked to a single cell in the spreadsheet
• If cell content is a formula, component is an output component, no modifications possible
• If cell content includes a plain value, component is an input component, modification possible
Single Value ComponentsSingle Value Components
Gauges
• Gauges as input component represent a variable that can be modified to affect other components. By dragging the needle users can interact with the Gauge to change the value
• Gauges as output components represent a value that changes and moves the needle if underlying data changes
Single Value ComponentsSingle Value Components
Gauges: Data binding and scaling
• Bind data to a single cell
• Set minimum and maximum values, e.g. 0 and 1 if a percentage between 0 and 100% is displayed
Text ComponentsText Components
Overview text components
• Placing labels and typing text into the dashboard
• Input Text Area: input multiple lines of text • Label: add text to the dashboard, e.g. for
titles, explanation, help, etc.• Input Text: input one line of text
TopicsTopics
• Dashboard design• Designing spreadsheet models• Basic components for visualization
• Charts components
• Single value components
• Text components
• Alerts
• Selector components• Dashboard layout• Case study: Global Sales Overview
AlertsAlerts
Alerts overview
• Used to call the attention of the user to a specific item that has reached a pre-defined limit
• Limits are e.g. budgets or benchmarks, plan data, etc.• Alerts can be defined for different components, including
most charts and single-value components and some selector components
• Customization of different alert levels and colors possible
• Configuration takes place on the Alerts tab of the Properties panel
AlertsAlerts
Defining Alerts for a Gauge• Activate Alerts on the Alerts tab in the Properties panel
• Define Alert method:• as percent, if evaluated values are percentages
• as value, if evaluated values are integers
• Define Alert levels and colors
• Select if high/middle/low levels are good
TopicsTopics• Dashboard design• Designing spreadsheet models• Basic components for visualization
– Charts components– Single value components– Text components
• Alerts• Selector components• Dashboard layout• Case study: Global Sales Overview
Selector ComponentsSelector Components
Selector components overview
• Selector components let you create interactive dashboards with multiple selections
• Radio Button: users can select from a horizontal or vertical group of selections
• Combo Box: provides a vertical list of items, when it is clicked, users can select an item from the list
• Accordion Menu: provides a two-level menu, users first select a category and then select items within that particular category
Interactivity with Selector Interactivity with Selector ComponentsComponentsExample: Radio button selector
The user can select by a radio button selector if the share per model is shown by revenue or by pieces sold
Interactivity with Selector Interactivity with Selector ComponentsComponentsSource, destination and insertion type
• A selector component can be linked to • a data source, that represents the available data, and • a data destination, representing the selected data
• The values inserted into the data destination depend on the chosen insertion type• Insertion types:
• Row/column: The selected row/column of the data sources is inserted into the data destination
• Filtered rows: A set of rows from the data source that meet the selected filter criteria are inserted into the data destination
• Label/position: The label/position of the selected radio button is inserted into the data destination
Interactivity with Selector Interactivity with Selector ComponentsComponents
Source, destination and insertion type• Insertion types ROW:
Each row is linked to a radio button, the selected row is inserted into the data destination
• Insertion type POSITION:The position of the selected radio button (e.g. 1 or 2 in this example) is inserted into the data destination, the result can be used for further processing
Interactivity with Selector Interactivity with Selector ComponentsComponents
Settings for radio button selector
1. Customize the title and the name of the labels
Interactivity with Interactivity with Selector ComponentsSelector Components
Settings for radio button selector
2. Select Insertion Type and bind data to source and destination
3. Use this range as source for your visualization. Each time the user changes the selection, the selected row is inserted here
TopicsTopics
• Dashboard design• Designing spreadsheet models• Basic components for visualization
• Charts components• Single value components• Text components
• Alerts• Selector components• Dashboard layout
• Case study: Global Sales Overview
Dashboard LayoutDashboard Layout
Art and background components
• Art and backgrounds can be used to enhance the dashboard layout
• Background: add backgrounds to dashboard to improve the design, can be used to create divisions and designate groups of related components
• Image: display JPEG images or SWF files• Rectangle, Ellipse, Lines: layout element that
outlines, defines, or contains sections
Dashboard LayoutDashboard Layout
Themes
• Allow a global change of the appearance of components
• Each theme has a number of different components with a look and feel of that particular theme
• Themes can be combines with different Color Schemes
TopicsTopics
• Dashboard design• Designing spreadsheet models• Basic components for visualization
• Charts components• Single value components• Text components
• Alerts• Selector components• Dashboard layout• Case study:
• Global Sales Overview
• Benchmarking sales organization
• Simulation
Example of a DashboardExample of a Dashboard
Source: http://www.sap.com/solutions/sapbusinessobjects/sap-crystal-solutions/dashboards-visualization/demos/index.epx
Other DOther Dashboard ashboard EExamplesxamples
Standard income statement
• Highlights a new way of presenting typical income statements• By selecting a region from a map, the viewer can see its P&L and net income trend over the last six
quarters and compare it with the target values
Daily executive report
• Summarizes the daily status of a hospitality company's key performance indicators across different locations• Gives the executive an interactive view of the daily and monthly metrics
Source: http://www.sap.com/solutions/sapbusinessobjects/sme/xcelsius/demos/index.epx
Source: adapted from Few (2006), p. 124 ff
Medium Description Example
Graphs Visualize quantitative data, e.g. one single key measure or data series
Images Useful if images provide additional information
Icons Visualization of alerts or status (e.g. on/off)
Drawing objects
Arrange and connect different elements on the dashboards, e.g. to visualize processes or hierarchical relationships between elements
Text Used for labels or to report single measures on the dashboard 1000.00 USD
Organizers Arrange related business information, e.g. as tables or geographically in maps
Display Media for DashboardsDisplay Media for Dashboards
Extremely attractive
Highly interactive
Feather light
Highly scalable
Easy to build andmaintain
SAP Crystal Dashboard Design SAP Crystal Dashboard Design (Xcelsius)(Xcelsius)
Source: K. Jason, M. Ty (2008). Which BI Client To Use. Retrieved 02/15/2009 from http://www.sdn.sap.com
Exercises:Exercises:
Task 1: Basic Concepts: Global sales overview
Task 2: Advanced Techniques: Benchmarking sales organization
Task 3: What-if scenarios: Simulation