InfoBurst Archive

Bursting Xcelsius Dashboards

By
Paul
Published: June 6, 2010Posted in: Blog Featured, InfoBurst, Infoburst 2009Tags: , , , ,
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

Xcelsius Dashboards – Best Practices – Data Layout

By
Roxanne
Published: April 22, 2010Posted in: InfoBurst-XDS, XDM, XcelsiusTags: , , , , , , , , , , ,

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

By
Moksh
Published: April 20, 2010Posted in: Business Intelligence, Infoburst 2009, XcelsiusTags: , , ,
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 8 Denmark – Vikings and Excel Post-Processing

By
Paul
Published: April 19, 2010Posted in: Business Intelligence, Europe Trip 2010, InfoBurst, Infoburst 2009, Paul Blogs on BITags: , , ,
Europe Trip 2010: Day 8 Denmark – Vikings and Excel Post-Processing

I arrived late at night at Copenhagen airport and headed for the taxi rank to get to my hotel. As I exited the terminal, there was a large sign pointing to “Danish Taxis” to the right and “Swedish Taxis” to the left. Not understanding the difference, I figured I should opt for the Danish taxis since I was in Denmark.  As we drove to the hotel, I asked the driver about the Swedish taxis and he explained that they were cheaper but they take you to Sweden so I guess I made the right choice!

I checked in at the Kong Arthur Hotel (Kong being King in Danish) and made it to my room where this huge modern painting hung above my bed. I have included a picture since it will have different interpretations to each viewer.  At that time it was saying to me “No matter how tied up in knots you are, come to bed”. In the morning, I noticed there was both the outline of a man and a woman in the picture and I had a totally different interpretation.

Although I did not see a lot of Denmark in one day, I did get to meet quite a few Danish people in my meetings and learned that Denmark is the home of Lego, Lager beer, ham and Vikings. I also noticed that the average Dane is significantly taller than the average European – must be that special beer and ham! 

I was visiting one of the largest companies in Denmark where a couple of the divisions use BusinessObjects for their Business Intelligence. They were interested in finding a better way to schedule, publish and distribute their reports so I showed them a demonstration of the new InfoBurst 2009 along with presenting a few customer case studies. They were particularly excited about the ability of InfoBurst to apply Excel macro post processing. It seems they, like many other companies, have large numbers of Excel users that want all their Business Intelligence reports delivered in Excel format but publishing reports directly from BusinessObjects to Excel does not provide all the features in the Excel output that they want delivered to the user. For example, one customer wanted to make use of data grouping and outlining within Excel for one-click collapse and expansion of individual data groupings in the report. In addition, they wanted each and every data group and outline to be automatically collapsed in the initial delivery of the report – keeping the report compact and easier to view. This simply cannot be done publishing from BusinessObjects to Excel but with InfoBurst 2009, you can execute a VBA macro following report production and produce a revised version of the report for publishing.

This caused great excitement amongst my Danish audience and there were smiles and vigorous hand shaking at the end of the meeting.  I think they really appreciated the logical building block of adding the Excel post-processing – just like Lego!

Europe Trip 2010: Day 3 Paris – Fine Cuisine Fails to Sustain the Body Whole

By
Paul
Published: April 12, 2010Posted in: Europe Trip 2010, Infoburst 2009, Paul Blogs on BI, ProductsTags:
Europe Trip 2010: Day 3 Paris – Fine Cuisine Fails to Sustain the Body Whole

A second day in Paris and another day full of meetings. The second meeting is over lunch at a classic French restaurant situated next to the famous Opera with elaborately painted ceilings and a platoon of waiting staff for every table.  Each of the menu choices requires a paragraph of description and I end up selecting a poached egg, smoked salmon and caviar dish as the appetizer and a very exotic and grand sounding scallop and pasta entrée. There is great fanfare as the food arrives and large plates are placed in front of each of us but my smile of anticipation subsides as the actual food on the dish in front of me requires a magnifying glass to see it! I am not sure what kind of egg it was but it did not come from a chicken.  Judging by its size, I would hazard to guess it was more like a hummingbird! This was wrapped in the tiniest of slivers of smoked salmon and maybe four specs of caviar. Three dainty bites and it was gone.

I was hopeful (and hungry) for the main course – at least there would be pasta. The plate itself was larger than the one for the appetizer but this was a deception since there was a small indentation in the middle of the plate that actually housed the entirety of my meal. It was honestly the size of a golf ball consisting of two small scallops and something that was more like couscous than pasta!  It tasted great but it did not satisfy my hunger.

Needless to say there was plenty of time for conversation since the eating took just seconds! The discussion with a French customer in the insurance business centered on expectations of the results of a proof-of-concept. The customer was looking at a large project to migrate their main application to an open system environment. While they felt that the proof-of-concept fully demonstrated that the application itself could be migrated successfully, they wanted to see how the operational environment would be handled also.

When migrating software, we often overlook the environment on which it runs. Of course, if the environment does not change, it is understandable that it is not always considered. However, many businesses today change their hardware and operational environments more frequently than they change their software. With constant new features in hardware and underlying operating systems, as well as new ways to schedule and distribute information, there is plenty to take into consideration.

It turned out that this customer was most concerned about the printing of insurance cards since this has the biggest impact on their business. By migrating their application to new hardware and operating system, they would be changing their whole mechanism of scheduling, distributing and printing.

To me, this is not an unusual situation. In the world of Business Intelligence, I see it all the time since scheduling and distribution of reports is equally , if not more, important than ad-hoc query and analysis to many businesses. It is about delivering the right information in the right format to the right people at the right time.

It was quite appropriate that my next meeting with a partner was all about Business Intelligence report and dashboard scheduling, bursting and publishing. They have many clients throughout Europe with many needs to deliver pertinent information in Xcelsius dashboards and Microsoft Reporting Services Reports. I showed and explained how with InfoBurst 2009 you can now deliver bursted Xcelsius dashboards as standalone SWF files so each recipient sees the same dashboard but only with data relevant to them in it. In addition, InfoBurst 2009 supports the scheduling, bursting and publishing of Microsoft Reports .

After my last meeting, I was completely drained with my energy reserves running on life support. I suppose my lesson for the day was that it is important to meet all the needs of a customer’s application environment. Migrating the applications without taking care of the operational environment is like eating fine French cuisine without satisfying your body’s energy needs.

I ate a big meal tonight!

Europe trip 2010: Day 2 Paris – Business A La Carte

By
Paul
Published: April 11, 2010Posted in: Business Intelligence, Europe Trip 2010, Infoburst 2009, Paul Blogs on BITags: ,
Europe trip 2010: Day 2 Paris – Business A La Carte

I arrive in Paris in the middle of a train strike and I am expecting the worst but as I step off the Eurostar train from London (not on strike – different company) and jump on the Metro (not on strike – different company), I notice nothing unusual.  I was told by a close friend who lives in France that strikes have become a way of life there since they are so numerous and people have learned to adapt. In fact, I end up arriving at my appointment early and so I have time to go to lunch with the people I am meeting at SAP.

Eating in France is not so much a necessity as it is a religion. It is not to be rushed and the social aspect is as important as the eating itself. Needless to say, the discussion over lunch was really interesting and stimulating as we exchanged ideas on the future of various Business Intelligence solutions.

During the meeting and demonstrations after lunch, I was able to see the SAP Explorer solution running on an iPhone which I know the Londoner’s will love (see my BLOG from Day 1).  I was also able to share the latest features of InfoBurst 2009 with the people from SAP.

At my next meeting that day with another partner, I started with the demonstrations and update on InfoBurst 2009. This was quite interesting since one of the people in the room did not speak English but he seemed to catch on due to the visual and intuitive nature of the solution.  It also helped that I was very animated when I presented and when he looked really bemused, I threw in a sentence in French. This always seemed to make him laugh and I was not sure if this was because my poor French or due to my “Inspector Clouseau” accent. 

After this meeting I went to dinner with the partner and, again, had a great conversation about strategy which was so much easier over a meal than in a board room.

My “take away” for the day was that the best way to do business in France is while eating and that if ever the restaurants went on strike in France, it would bring business to a standstill!

Comparing Xcelsius Connectivity Choices

By
Roxanne
Published: February 5, 2010Posted in: Business Intelligence, InfoBurst, InfoBurst-XDS, XDM, XcelsiusTags: , , , , , , , , , ,
Comparing Xcelsius Connectivity Choices

As more people deploy Xcelsius dashboard solutions, Xcelsius connectivity options has become a hot topic and I am often asked to compare the most popular methods used by BusinessObjects customers which are Query as a Web Service (QaaWS), Live Office and InfoBurst-XDS (or XDM for non-BOE deployments).

This is a brief summary of the differences between these 3 options which may be helpful.

QaaWS is a BusinessObjects web service that access BusinessObjects universes (and only universes) to pull back data.  Each time a dashboard is opened and selections are made, a real-time query is launched against production data, which, depending on the amount of data requested, can take many long seconds or minutes.  I have not found it to be very effective, and the few companies that do use it, have highly summarized tables in their data warehouse to use for this purpose (i.e. lots of preparation work).  The only upside I see to this method is that security is already in place based on BO user ids, and, real-time data retrieval (if that is the requirement). Large amounts of data (i.e., more than 500 rows of data) returned by the web service will significantly slow down the performance of the dashboard.  

With Live Office you can access Web Intelligence or Crystal reports as your data source and use the functionality of these reporting tools to summarize, crosstab and format your data.  The advantage is that you can schedule these reports to refresh in BO (InfoView) and then use the latest instance of that report for your Xcelsius data source, without waiting for it to refresh.  The disadvantage is that it requires users to log into BusinessObjects every time they access the dashboard.  (Supposedly you can use single-sign-on with this, but I have not seen it working anywhere).  Obviously, if you want to deploy this solution outside of BusinessObjects, like hosting the SWF file on SharePoint or an Intranet, most companies do not like having to sign on again.  Also, it would not work if you want to deploy outside the network (outside a firewall).  There have been many posts on the forums about the “flakiness” of LiveOffice, often losing connections and unable to refresh reports.  Since Live Office has to hold the data in the Xcelsius spreadsheet, the amount of data returned will have a negative impact on dashboard performance.  This last item has been the biggest barrier to our customers, who often wish to show granular data in their dashboards, or a significant amount of historical data.

InfoBurst XDS and XDM were designed to overcome these obstacles.  XDS can use Web Intelligence or Desktop Intelligence reports as data sources for pulling data, which it can refresh overnight (based on a schedule) and convert this data to xml.  XML is the fastest way to load data into Xcelsius.  XDS does not require a BusinessObjects login.  XDS also has the option of accessing a database directly (any database that can be accessed via an ODBC connection) through SQL queries, which can also be scheduled and converted to XML.  XDS also provides options for distributing the dashboard (putting on a network share, an intranet site, or as an email attachment or embedded in an in-line html email).  The biggest advantage, though, is the Intelligent Cache feature which allows dashboard developers to “cache” a very large set of data (I am currently working on a data set of over 18,000 rows of data), and then pass parameters through the xml code, based on selections the user makes on the dashboard, which then returns the small data set needed for that particular chart.  (On the above example I am passing parameters, based on drop-down menus, for Division, Plant, Department, Day and Shift, which returns the 6 rows of data I need to display – shift hours per day per Department.)  Since the dashboard is only loading these 6 rows of data, obviously the performance is very fast.    We recently converted a QaaWS dashboard where the data loading time when changing customers went from 2 minutes or so to less than 10 seconds, using Intelligent Cache filtering.

Rock Star

By
Paul
Published: August 25, 2008Posted in: Business Intelligence, InfoBurst-XDS, Paul Blogs on BI, XcelsiusTags: ,

A few months ago, my two youngest kids received this Rock Band game for Xbox 360 from their aunt. It came with a drum kit, guitar and microphone and basically lets you play and sing along to famous songs by famous rock bands. It also allows you to create your own rock star characters which you can see prancing around the stage to a wild crowd of fans while you are belting out David Bowie’s “Suffragette City” or laying down some mean riffs from Deep Purple’s “Highway Star.” 

Of course, both my kids are really good at it, but their greatest enjoyment is getting their Dad to participate. They literally roll on the floor in hysterical laughter as I sing (sorry, attempt to sing) “I think I’m Paranoid” by Garbage. When my mother-in-law visited a few weeks back, they insisted I sang “Black Hole Sun” while they accompanied me on guitar and drums.  Apparently, she still cannot tell anyone about it without tears of laughter running down her face!

I think many of us have dreamed of being a Rock Star at some point in our lives and, if not a Rock Star, then some other type of Superstar. Unfortunately, only a few people ever “make it,” and the rest of us are left to dream and play Rock Band. However, I believe that desire to be a Superstar lies just under the surface in most of us, and we are always looking for an opportunity to shine and be famous even in our day-to-day “non Rock Star” jobs. I saw some of these unexpected Superstars at the recent IBIS 2008 conference in Lake Las Vegas receiving awards (very similar to the Grammy Awards!) for their amazing integrated Business Intelligence Dashboard solutions. Banner Health Systems won the Most Valuable Dashboard award for a sensational solution that allows monitoring of Glucose levels in patients and is being rolled out to over 4,000 health care professionals at multiple hospital locations. What makes this solution, and the team that created it, so incredible is the ingenious integration of multiple Business Intelligence technologies and tools to provide an application that will literally help to save people’s lives.

The intricate work using the BusinessObjects Data Integrator ETL tool to extract, transform and load all the necessary patient and clinical data into the Data Mart every 24 hours was a milestone accomplishment. Then there is the Xcelsius dashboard that allows clinicians to intuitively and interactively check the overall Glucose initiative compliance ratings at different facilities.  This, then, can trigger Web Intelligence drill down reports to look at the values by individual nursing unit, and even individual patient, and then monitor the trend in that patient over 24, 48 and 72 hours. But the coolest piece of all is the InfoBurst-XDS report and dashboard management tool that automatically refreshes the Xcelsius dashboard from a Web Intelligence report and creates data ranges in cache that allow this application to be used by thousands of people with excellent response times. So “hats off” to this remarkable team of people at Banner who are definitely Superstars in my book. All I can say is “You rock!”

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