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Xcelsius Will Always Be Xcelsius

Xcelsius Will Always Be Xcelsius

So what’s in a name? Some people will tell you “everything” while others will tell you it depends on what you are naming.

Some products have not only become defined by their name but have been so successful they end up defining all products of the same type like “Kleenex” and “Band-Aid” .  Others have found out that their product name can end up portraying the wrong image like Chevrolet’s Nova car – “No va” meaning “it doesn’t go” in Spanish! The French company Bull Computers also had a hard time with its “Bull” named products in North America.  However, Bull also launched a clever marketing campaign around the ambiguity of its name entitled “Know Bull” which did get some attention.

At this year’s Sapphire, Sir Richard Branson told this great story of how when he went to register the name “Virgin” for his company in the UK, the company registration official turned it down because they deemed the name as rude. So Branson returned the next day with a dictionary showing the definition of “virgin” as being pure and they accepted it.

So I have been somewhat intrigued about recent forum discussions surrounding SAP’s decision to rename Xcelsius – their amazing and very popular dashboard product.

Xcelsius already had some name recognition when Business Objects acquired Infommersion (the original developers) in November 2005 but then proceeded to rename it Crystal Xcelsius. This resulted in a lot of confusion as people started to relate the product to Crystal Reports and thought it was an add-on to this report writer product.  So when the next major release was developed, the decision was made to drop the Crystal name and so Xcelsius 2008 came to market.

For the last two years Xcelsius has become one of the most popular and prolifically used BI dashboard products in the marketplace and its name has become synonymous with data visualization and dynamic dashboards. 

So why would you take this very well known product with such a cool and catchy name as Xcelsius and rename it SAP Crystal Dashboard Design or SAP Enterprise Dashboard Design?

Well apparently this is because SAP uses a “master brand strategy” where SAP is the master brand and the product brand name takes a back seat. 

So why not SAP Xcelsius?

Well this is because SAP also uses “descriptive naming” for all its products so in the case of Xcelsius, the back seat has been completely removed!

Since “SAP Crystal Dashboard Design” is so long, it is bound to become abbreviated. However, I doubt this will be shortened to “SCDD” since a Google search points you to the “California State Council on Development Disabilities” .  It is more likely to become “Dashboard Design” since that is the new descriptive product name.  A Google search on “Dashboard Design” comes up with about 2.5 million results starting off with Qlikview, followed by Tableau Software then Corda and SAP Crystal Dashboard Design comes in at about number 14.  Interestingly, there is little ambiguity when you search on “Xcelsius”.

Translating Dashboard Design into other languages may also prove interesting.  Xcelsius will always translate into Xcelsius in all languages and I have a feeling the name will persist. At the end of the day, it is not just the name that counts, it’s the product itself. Xcelsius is as unique as a product as it is as a name. I will never forget that day in 2005 when I first saw it and was totally blown away. Infommersion created something truly amazing and ahead of its time. It remains top of its class and, for me, Xcelsius will always be Xcelsius.

IBIS 2010 Surfs and Serves Some Cool BI

IBIS 2010 Surfs and Serves Some Cool BI

Hands-on immersion training can be tough but when your classroom looks out on to the Pacific Ocean of Southern California and during the breaks you can walk out on to the balcony and watch surfers riding the waves, it’s not so bad.

IBIS 2010 Beach view

This year’s InfoSol Business Intelligence Seminar (IBIS) was just packed with high quality and in-depth boot camps and seminars covering Xcelsius, Web Intelligence, Crystal Reports, Data Services, BO XI 3.1 Administration and lots more. It was also located at the beautiful Ritz Carlton, Dana Point on a bluff overlooking the Pacific Ocean which was the perfect remedy after a day of absorbing tons of knowledge.

The Welcome reception on Sunday night, entitled “Seeing Beyond Business Intelligence” was set in the Solutions Showcase area where sponsors demonstrated and discussed some of their latest business intelligence solutions.  I delivered the keynote the following morning on the same “Seeing Beyond” theme and highlighted some interesting business intelligence customer case studies.  The keynote on the Tuesday from Santiago Becerra, CEO of Mellmo, was quite fascinating as he took the audience through “the Evolution of Think” and cleverly demonstrated how putting fun into regular tasks can change people’s habits as well as their adoption of solutions. Showing Roambi, the latest business intelligence solution for the iPad, really brought the point home well.

The 2010 Best Xcelsius Awards demonstrated how far many companies have come in applying Xcelsius in very complex and powerful applications and inspired many others to go even further so I would watch out for next year’s awards.

I had the opportunity to meet with many people during the event and dive into some great discussions on both existing challenges in various BI implementations as well as future directions. In general, it appeared that most companies lag about 3 to 5 years behind the latest releases of SAP BusinessObjects and other BI solutions. Occasionally there is some critical new functionality that will compel a company to adopt a new release sooner but that tends to be the exception to the rule.  Many customers expressed that having reliability, stability and consistent performance are more important than most new functionality. Some of the newer solutions like Xcelsius dashboards and Roambi mobile business intelligence appear to circumnavigate this pattern since they can often be deployed and highly effective outside of the main business intelligence and production applications. A further big factor here is cost as many companies are more hesitant, due in part to the recent global recession, to spend large amounts of time and money on new software until they have conclusively proven a solid return on investment. For this reason incremental software purchases and pilot projects have become very popular in the BI space.

This was evident at IBIS as customers expressed a lot of interest in Xcelsius, XDM, Roambi, XWIS, GMaps, 360View, Version Manager and SAP BO EDGE solutions for very specific business issues and needs.

All in all, IBIS 2010 was a great BI gathering and information exchange and continues to grow in popularity. A couple of lucky attendees won iPads and a couple of not-so-lucky attendees dropped their phones in the ocean, but judging by the feedback everyone can’t wait to do it again.

Here are a few of the comments received back on IBIS 2010 :

“The IBIS conference was terrific this year.  I can’t wait to incorporate write-backs into our dashboards, and InfoBurst 2009 with dashboard bursting opens new doors for delivering customer information.  I also really enjoyed Aluchemie’s customer demo with all of their challenges they had to overcome!”

Kim Marshall, Waldinger Corporation

“I wanted to commend you and your team on the wonderful seminar.  My colleagues are very enthusiastic about their boot camp and the knowledgeable instructors they have met. You and your team have been wonderful throughout the past few days and everyone’s terrific attitudes have made the seminar a great success”

Melinda Dennis, Aluchemie

 

When asked, “What was the best part of the seminar for you?”, here are some of the responses :

“User Panel – excellent recognition of organizations with creative solutions”

“The class time. The first time I have ever been to a seminar where I was asked right from the beginning to reverse engineer an example”

“ The chance to talk and network with pros, find out what SAP doesn’t tell you about the product and get the best practices from people who have been in the trenches”

“…invaluable talking with other companies and knowledge sharing”

“… the workshops were excellent and very exercise intense so there was no boredom factor”

“Meeting with other users of the tools – It is a great way to get new ideas”

“The tips on real life best practices were extremely valuable – something that you cannot always get from other conferences”

“Size of the event led to good instruction and interaction”

“The training far surpasses any other training in the BI field. InfoSol has created a habitat for intensive training efforts at an economical price”

“The fact that I am learning things that are actually going to help me solve current problems – which also helps me sleep better at night”

Winners of 2010 Best Xcelsius Dashboard Awards Announced at IBIS 2010

Winners of 2010 Best Xcelsius Dashboard Awards Announced at IBIS 2010

As Xcelsius becomes more widely used and more mature, the level of complexity and creativity in its usage in Business Intelligence applications appears to grow exponentially.  This was the third year of InfoSol’s Best Xcelsius Dashboard Awards and there was no shortage of great dashboards on display at IBIS 2010 at the Ritz Carlton, Laguna Niguel, California.

IBIS 2010 Winners

Most Valuable Dashboard SPX Service Solutions Detroit, MI
Most Innovative Dashboard United Educators Washington, DC
Best Business Dashboard Aluchemie Rotterdam, Netherlands
Most Xcellent Dashboard ARI Mt. Laurel, NJ

 

SPX wins Most Valuable Dashboard

This year’s winner of the Most Valuable Dashboard was SPX Service Solutions who developed a series of complex dashboards to provide on-line interactive views of Global Strategic Customers and Line of Business P&L’s for company executives and financial managers. The data was retrieved from an SAP BW (Business Warehouse) and delivered comparisons and analysis never previously available.  The number of possible comparisons and drill-downs is huge and created some real challenges for the BI/BW team at SPX in terms of the amount of data to be retrieved. However, SPX overcame the data quantity and performance hurdles by using InfoBurst XDS with its Intelligent Caching.

The Most Innovative Dashboard Award is for the dashboard that is designed and developed in an innovative way or for an innovative solution.  United Educators, who provide insurance to educational institutions, needed a solution to enable their clients to Self-Serve and Leverage Policy Data to make informed decisions.  The United Educators dashboard application was certainly an innovative solution with its peer selection function that retained anonymity of the institutions being compared. Also, the design using selection /de-selection of multiple peer groups and write-back to prevent users “gaining” the system was unique and creative.

Best Business Dashboard won by Aluchemie

The Best Business Dashboard was awarded to Aluchemie, a manufacturer of anodes needed for the electrolysis process by which aluminum is extracted from ore, based in Rotterdam in the Netherlands. They were looking for a way to get Team Leaders, Production Managers and Executives excited about the roll out of their Manufacturing Execution System software, used to manage and monitor work-in-process on the factory floor. Xcelsius was the answer and they created a comprehensive set of options in a multi-tab dashboard with more than 120 different dynamic graphs showing trend analysis along with shift-by-shift and day-by-day comparisons of key production line metrics. The dashboard revolutionized their manufacturing reporting and brought to light critical production issues that could be seen clearly for the first time.  As one Team Leader put it, he felt like they were finally, “coming out of the Stone Age”.

ARI receives Most Xcellent Dashboard Award - IBIS 2010

Last but not least, the Most Xcellent Xcelsius Dashboard was won by ARI, an international fleet Vehicle Leasing and Management Company.   ARI already had the ability to compare and analyze key life cycle metrics of any vehicles through their existing customer portal but they wanted to make it more visually dynamic and add even more useful functionality. They used Xcelsius to create a visually intuitive interface with picture icons, dynamic sliders and a lot of pizzazz.

ARI’s Dashboard Prototype was shown at a key trade show and received rave reviews.

Representatives of the winning companies received their prestigious glass pyramid awards and also participated in a customer panel to explain how their dashboards were conceived and how their respective businesses are benefitting from them.  In addition, three of the winners also presented insightful case studies on their dashboards.

Bursting Xcelsius Dashboards

Bursting Xcelsius Dashboards

A company recently approached us with an interesting requirement concerning how to more efficiently distribute information about mobile phone usage to each of their hundreds of customers. The method they were currently using was manual and labor intensive as they were pulling information into Excel spreadsheets, creating graphs and then cutting and pasting into PowerPoint presentations that were emailed to their Account Managers who would present them to the various customers.

They had seen Xcelsius dashboards and were impressed by the dynamic visualization and felt this could make both an attractive and appealing way to present the information to their clients. However, they were faced with several challenges regarding automatically populating the dashboards initially and then automatically distributing them as standalone offline entities that could be used by both their Account Managers and clients without being connected back to the originating system.

They did not want to run separate jobs for each client to populate each dashboard. They wanted to run one job that would provide all the statistics for all customers and then split or burst that data by customer to feed each customer’s unique data into the same dashboard template. The amount of data that would be initially retrieved was large (many tens of thousands of rows) and even some of the individual customer dashboards had a fair amount of data (several thousand rows). Once the data had been burst for each customer it would need to be populated into the dashboard template, published as a shockwave file (SWF) and attached to an email that would need to be sent to the right group of people for each dashboard.

While this may seem like a tall order, the new InfoBurst 2009 solution was able to achieve all this relatively simply and quickly. InfoBurst 2009 is a scheduling, bursting and publishing solution for both Business Intelligence reports and dashboards . It has a built-in scheduler that can be either time or event based triggered. The event can be the result of a SQL statement which makes it very versatile for starting a job only when data has changed or other dependent events have occurred. InfoBurst can accept data from SQL, a Stored Procedure or a Business Intelligence query or report (Web Intelligence, Crystal, Desktop Intelligence, Microsoft Reporting Services etc.).

When handling Xcelsius dashboards, InfoBurst 2009 uses unique mechanisms for both ‘OFFLINE’ and ‘CONNECTED’ distribution requirements.

 For a ‘CONNECTED’ scenario, the Cache can be accessed from the Xcelsius dashboard in a variety of ways so that only the data required for a particular component of the dashboard is retrieved when required. We provide a number of components that we collectively call ‘INTELLIGENT CACHE’. The CACHE QUERY mechanism in InfoBurst 2009 allows you to use the full power and capability of SQL to selectively retrieve, aggregate and sort the data required for your Xcelsius dashboard from the Cache. The CROSSTAB mechanism allows you to generate crosstab tables in advance or on-demand. The FLIP mechanism allows you to PIVOT an existing Crosstab, switching the X and Y axis data. These features save an enormous amount of time and effort over other methods of pulling data into an Xcelsius dashboard and it’s fast! For ultimate flexibility, it is possible to have multiple caches and to populate a cache with data from multiple data sources.

 For an ‘OFFLINE’ scenario, InfoBurst 2009 is able to create and manage separate ranges within the Cache, and Burst these ranges to a common Dashboard, embedding the data inside of the SWF file and delivering the same Xcelsius dashboard with different data for each individual client.

InfoBurst 2009 also has intelligent distribution capabilities where it can read from an LDAP compliant address book, a database table or an Excel spreadsheet to select the relevant email addresses or target destinations for the dashboard or report. Since this customer required the offline dashboards to be sent via email , the information was read from a database table containing all the individual’s information and is able to determine the customer name and criteria and select just the email address for the relevant recipients.

This company is now using InfoBurst 2009 to distribute offline Xcelsius dashboards automatically , intelligently and swiftly to its customers and is saving a lot of time and money in the process.

For more information or a free demonstration and trial on InfoBurst 2009, go to www.InfoBurst2009.com

Passing Flash Variables

Passing Flash Variables

Question: What is a Flash Variable connection and what is it used for?    

Answer: Flash Variable connection is used to pass a variable from one dashboard or interface to the second dashboard.    

Let us consider two dashboards here:
a) Parent dashboard  – from which you will be passing a variable to the Child dashboard
b) Child dashboard – this will consume the variable passed from the Parent dashboard
“State name” is the variable that is passed from the Parent to the Child dashboard.    

“California” is passed as a variable from the Parent dashboard to the Child, and the Child dashboard now shows data for California.    

The data for Child dashboard is fed through Live Office and the WebI report that is feeding the dashboard has a prompt on State.    

Parent dashboard     

Fig. 1

 

After selecting State, click on the button on the right, in the Parent dashboard, which will open the Child dashboard as shown below:    

 Child dashboard    

There are 2 aspects to this:    

  1. Creating a Live Office connection – where the data is coming from a prompted WebI report; the WebI report in this demo has prompts for State as seen below.
  2. Setting up the Live Office piece.

     

Fig. 4: Live Office connection in the Excel sheet

 

Cell E3 is where you have prompts being provided for the WebI report, so if you change the states in this cell then the data (E16:H26) will change and will reflect the changes for the corresponding state that is in cell E3.    

The purpose of this Flash variable is so that we can pass the value of state from the Parent dashboard, or any web interface, to another dashboard.  

a snapshot of the Parent dashboard   

Fig. 5

 

On the left side, you have a selector which is dropping state value in the blank cell; below is a snapshot from Excel:    

     

Fig. 6 (The link “completevm” refers to your server name)

 

      

Cell E3 is where the labels are being dropped, note that I have a URL button in Xcelsius, and I am pointing the URL to Cell E20. Cell E20 is the concatenation of E19 & E3.    

In this URL “completevm” is the name of your server and Child is the name of your main dashboard. In the Child dashboard, we will create a Flash Variable. Go to Data Connections.    

Fig. 7

Add a connection Flash Variable:    

Fig. 8

Provide a suitable name for the range. Notice that the Range is pointing to cell E3, which means that the name of the state will come from the Parent dashboard through the Flash Variable to this cell, this is also the cell which is acting as the prompt for the WebI report for Live Office (refer to Fig. 4).    

For the Live Office connection, in the usage tab, I have made the trigger based on a change of cell E3, since Live Office should refresh based on the change in this cell.    

Export this child dashboard in html format to the inetpub folder. Publish the dashboard in this path: C:\Inetpub\wwwroot.    

Put the crossdomain.xml file in this folder.    

In this folder, you should now see 2 files – Child.html and Child.swf. Right click on the Child.html file and change its extension from html to aspx. Your file will now be Child.aspx. Right click on it to edit this file, here is how the file looks before editing:    

Fig. 9

 

Notice that “Enter value(s) for state: = California appears in 2 places. In this case, California is the default value. This is our Flash Variable, and to make it dynamic, replace California with <%=Request.QueryString%>. Save the file after making the changes.    

Fig. 10

 

To see how the data is changing, drag a spreadsheet component onto the Xcelsius canvas, so you can see the changes. Whenever the State changes in the Parent dashboard, you can see the corresponding changes in the Child dashboard as well.

How to Implement “BOUSER” Row-Level Security in Xcelsius QAAWS and Live Office Connections

How to Implement “BOUSER” Row-Level Security in Xcelsius QAAWS and Live Office Connections

Question: How can I get user-specific data results for Xcelsius dashboards viewed through BusinessObjects InfoView?

Answer: There are a few application variables that BusinessObjects provides for use when a user logs into InfoView, one of which is BOUSER.  BOUser is the variable for the userId that is logged in and can be used when Xcelsius is aware of the user session.  The user session is passed to Xcelsius via a flash variable that has been made available in XI for this purpose.  It is called, CELogonToken.

BOUSER contains the value of the userId of the user logged in.  It can be used to provide user-specific row-level security through the universe design by adding a self join to a field containing the userIds in your data.  With XI3.1 Designer, this can be applied at the class level (across all objects in a class), or through the traditional method of being applied just when objects from that specific table are used in the query.

Here is an example of how this variable is applied:
Note that the self join is applied against the Manager field.

The Manager field for eFashion contains usernames like “Queen” and “Tuttle”.  For this example, we have added these as users into our CMC.

In QAAWS, I have created a web service to return Manager and their corresponding Store.  This query automatically prompts for the BOUSER since the SQL contains the @Variable(‘BOUSER’) restriction.

In Xcelsius, I have referenced this QAAWS with the appropriate connection defined and entering Name of Manager and Store name results into cells that are viewable through a spreadsheet component.

IMPORTANT: QAAWS will return a promptValue invalid error message if a valid value is not declared as a default for bouser.  Make sure you point bouser to a cell in the Excel spreadsheet of your Xcelsius design and input a valid userId as a default.

In order for Xcelsius to know the BOUSER userId of the user logged into BO, Xcelsius needs to be aware of the session.  If you enter a login and password to the QAAWS connection, that username will be used all the time.  Instead, these entries should be left blank.

If they are left blank, then the users will be prompted to log into QAAWS when they attempt to refresh the QAAWS query from the dashboard. 

For both performance and ease of use, it is usually desired that the users continue using their existing session for a single-sign on method.  To do this, a flash variable connection should be added which includes the range name CELogonToken.  This hands the existing session token over to Xcelsius seamlessly.

The BOUSER or userId is not viewable in the token value as displayed.  The token, however, makes this application variable available for use as the Login value passed to the QAAWS connector upon refresh.

In the end, my excel spreadsheet design looks like this:

I export the Xcelsius dashboard to the SAP BusinessObjects Platform (note that an Enterprise license is required for this functionality).

Then, I log into InfoView as Tuttle and view the dashboard. When I click the refresh button, the Manager Tuttle and his/her store gets returned.

Incidentally, the default value of Queen is never used.  The default is only to allow the bouser variable to load with the QAAWS definition, but only the actual user logged in ever gets passed to the query.

Xcelsius Dashboards – Best Practices – Data Layout

In addition to the Xcelsius Dashboard Maintenance – Best Practices – Using Labels in Excel I wanted to share other important aspects of making Xcelsius dashboards easy to maintain and for other developers to understand.  One such practice is having some kind of conformity in your approach to how you lay out the data for your Xcelsius project. 

In this blog I will discuss 2 methods, both of which are valid and are useful ways to organize dashboard data.  Deciding as an organization which approach you adopt can help with the process of taking up someone else’s project. 

 Some Xcelsius developers like to use a method of having all the data that is being used in the dashboard on one (or more) tab/s of the Excel spreadsheet, and then as you need to use data for display, using a series of vlookups or match & index functions for displaying data on charts, which they layout on other tabs of the spreadsheet.

My preferred method is to spread the layout in such a way that the names of the Excel tabs generally correspond to the functional area on the Xcelsius dashboard, perhaps even the same name of the Xcelsius  tab (Either the Tab Set Container or the Label based menu, is what I’m thinking of), so that all the data being expressed on that “page” of the dashboard is on one tab in the Excel spreadsheet behind the scenes. 

  

I like to have the data insert & any manipulations I have to do for expressing that data nearby the loaded data, so that it is all in one place & I can find it easily.  The only difficulty with this is when you have many components on one “page” or you have to create several aggregate levels to display.  Spreading it out & spacing it can become an issue, and this is where again, labeling the spreadsheet is so important.  (But aren’t we glad that if we move data around on the spreadsheet that the links follow, for those of you who have been using Xcelsius since the 4.5 days!). 

This approach, of course, assumes you have the aggregated data to work with!  Which leads back to my previous blog regarding data connectivity options.   If I have to use QaaWS, I end up having to do a lot of manipulation in the universe to get the data to look or be ordered the way I want to use it in Xcelsius.  I usually have to end up making many of what I call, “dimensionalized measures” when I want to end up with a crosstab result.  So I have a measure for Jan Sales, Feb Sales, etc.  Very tedious.  Sorting is another  issue that is often easier addressed in the universe, but also can be labor intensive.  

Live Office gives me the option to create crosstabs and sort the data in any way I wish and I can also have multiple tabs to aggregate the data at different levels (YTD, MTD,  past 30 days, etc).  The problem that I so often bump into with this approach is the amount of data when we get down to the detail level.  We have all experienced poor performance any time we go over the 512 row default and horrible performance when we approach 1000 rows. 

All of these are reasons why I enjoy using the InfoBurst XDS or XDM option, as it addresses all these issues, plus gives me many more options.  The Intelligent Cache syntax of this tool is by far the most exciting feature, in my opinion.  Using their syntax, I can pass parameters to the XML url call and only return the rows of data I wish to display.  For example, within my xml url call, I can add syntax that returns …. YEAR=2009;DIVISION=HPD;DEPT=23.  This ability to extract just the rows of data I want to display helps keep my dashboards very responsive, since I am not loading it down with too much data.  It also gives me the ability to go to a much more detailed level than I would have been able to with QaaWS or LiveOffice.

XDS or XDM also has syntax to return unique values of a particular column from an xml data set which I can use for  my selector.  My selector will always have accurate values, as it is loaded from the current xml cache, rather than from a hard-coded list in my Excel spreadsheet which may not be up-to-date.

And, I have the flexibility to create these large XML data sets from a Web Intelligence document or by writing a query, directly to the database, or even from an Excel spreadsheet, and any combination of all three!

Data Quality Dashboards

Data Quality Dashboards

The stream of articles, white papers and videos desperately trying to convince the business community of the negative impact of poor data quality on their bottom line seems to be never ending.  It almost seems like the IT brigade is marching into a cul-de-sac at the end of which is a brick wall with three large letters written on it – ‘ROI’.  Data Quality projects share their dreaded fate with all other projects emanating from the IT division and including the geeky word ‘data’ in their title.  While the management continues to remain blissfully ignorant of the unsettling financial and human consequences of bad data, customers, employees and business itself continues to suffer from ‘Data Quality Blues’.

The one technology in recent years that has managed to captivate the business users in organizations across the globe is undoubtedly – Dashboards.  Dashboards speak to them in a language which they are familiar with, the language of graphs, charts and metrics.  The BI Dashboard serves as an abstraction layer that shields the business users from the intricate and unwelcoming world of the ‘Data Churners’.  It is this instrument therefore, that should be leveraged to enlighten the management of financial losses that are incurred due to a seemingly trivial typo error or a misplaced digit in the sales figures.  Although this may not be the panacea one is looking for, creating a real-time dashboard which attaches a price tag to every data quality issue and extrapolates the figures to demonstrate their long term impact, may just act like a sip of coffee that will stimulate their business senses.

 Here’s an example of a Data Quality Dashboard

 This dashboard was the outcome of the convergence of three technologies: BO Data Quality,  InfoBurst 2009,  and Xcelsius.  Bundling a DQ dashboard with DQ Services benefits in the following ways: 

  • Getting the initial buy in from the senior management
  • Understanding the DQ issues that are creating havoc
  • Tracking the performance of the DQ initiative itself
  • Displaying the relevant financial metrics to answer the ROI question
.
Photo Credit: Sieve photo in this post from Wikimedia

Europe Trip 2010: Day 7 Switzerland – Finding a Common Language

Europe Trip 2010: Day 7 Switzerland – Finding a Common Language

Although Switzerland is a relatively small country, there are four distinctive cultures speaking four different languages within its borders. There are French, German, Italian and Rumantsch regions all speaking their respective languages.

This leads to some interesting situations as I discovered when meeting with perspective partners there. The first partner was primarily based in the French region and most of their clients were also based in the French region whereas the second partner was from the German region as were most of their clients. Even more fascinating was that the French Swiss prefer not to speak German to the German Swiss and vice versa even though they learned the respective languages growing up. Ironically they often end up speaking to each other in English which is not a native language to either of them!

When I enquired about the Italian region of Switzerland, I was referred to another partner that is Swiss Italian based!

In the world of Business Intelligence, we find a similar situation with the different vendors’ product suites. BusinessObjects, Cognos, Oracle and Microsoft BI all have their native tools that communicate very differently and there is no easy way to dialog between them.

In many customer situations that is changing as the demand and desire to use multiple vendor tools has become a necessity for many businesses.  The common dialog in this case is the portal or the main application where the user first logs in.  The most common portals I encounter are either the homegrown kind or Microsoft’s SharePoint. Through this portal, it is possible to seamlessly connect with different applications and different vendors Business Intelligence tools. Reports, dashboards and ad-hoc queries can all be accessed and viewed as if they were coming from the same application. Utilizing single sign-on also makes it possible to transparently pass authentication credentials to the various applications and tools without the user having to tediously log on to multiple systems and applications.

I end up discussing with my perspective Swiss partners how many corporations in North America are using mixed Business Intelligence tools through portals like SharePoint and how key solutions like Web Intelligence, Xcelsius and InfoBurst integrate easily.

As I head to Geneva airport, I spot a chocolate store and have to go in to browse and inhale the smell of heaven (I have a weak spot for chocolate). As I float through the store in my element, I cannot help wondering that while the Swiss may speak different languages, they have their chocolate as their portal to universal communication!

Europe Trip 2010: Day 6 Snowboarding Lessons

Europe Trip 2010: Day 6 Snowboarding Lessons

After my previous disastrous attempts to ski when I visited my son last year, he suggested I try snowboarding. When I told him I had heard it was more difficult than skiing, he just shrugged and said that I couldn’t do any worse. I figured he had a point and agreed to give it a shot.

After spending 20 minutes putting on all the protective equipment and some bright purple pants that my son insisted were an essential part of any serious snowboarder’s attire, we headed for the slopes where he showed me how to strap my boots to the snowboard.  The next part was significantly more challenging, namely how to stand up when attached to your board. After scores of failed attempts that amused the groups of youngsters watching to no end, my son finally showed me that if I rolled on my belly and then pushed myself up while facing up the mountain, I could actually stand up without immediately falling over again! Of course, this made me look like a beached whale, but it did work!

My first run down the slope was not very graceful and ended with a spectacular head first crash into the snow.  On my second run I collided with my son who bravely tried to slow me down and paid the price as I simultaneously wiped us both out.

The third and forth runs were not actually bad as I completed a couple of 50 yard runs at some speed. Amazingly, I survived my first ever 90 minutes of snowboarding with no broken bones or serious bruises but I was so exhausted from all the falls and attempts to stand up, that I could barely move a muscle.

As we sat and ate lunch, my son explained that I did better on a snowboard than I did on skis because my feet were locked in a position on the board and I could not move them like I can with skis.

Sometimes when there are less options or steps involved, we tend to master them quicker.  The same is true in Business Intelligence. If you give a user a Universe or View with access to hundreds of objects in different databases and a tool like Web Intelligence for self-service query and analysis, they will usually struggle to create any type of useful report, get themselves tied up in knots and become frustrated to the point of blaming the tool and not wanting to use it again.

If, on the other hand, you create a small specialized universe or view for a user with just a few relevant objects and a pre-made report that with which they can start, they have less options and directions to choose and they can master the tool a lot easier. They can still add, delete, modify, sort, filter and save in different formats but they are working from an already created report and do not have an overwhelming number of choices to select.

While many Business Intelligence tools have become more powerful, feature-rich and versatile, most users just want information delivered in a simple, easy-to-understand way and do not want to spend time learning products and becoming experts in tools that they may not use that often.

InfoSol has developed many self-service business intelligence solutions using Web Intelligence, Xcelsius Dashboards and InfoBurst and applying best practices to allow users to get immediate benefit from them without weeks of training and usage.

Now, not everyone wants to be a casual user and those individuals should take more advanced training.  But, for the novice snowboarders like me, just standing, staying up and gliding for 50 yards is great!

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