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A deep dive into the InfoBurst Connectors

A deep dive into the InfoBurst Connectors

Here is a sneak-peek of the InfoBurst® Dashboard Connectors In-Depth talk  to be presented in the Dashboard Data Management, Dashboard Delivery & HTML5 Apps with InfoBurst talk at the InfoBurst User Conference – IBIS 2013.

Back when we were taking another look at InfoBurst, we also wanted to take another look at how InfoBurst communicated with the then BusinessObjects Xcelsius 4.5.  At that time we used the built in XML connector to bring data from InfoBurst into our users’ dashboards.  This would require users to know the ID numbers of the Xml Data Source (XDS) objects in InfoBurst along with the name of the range that you wanted to pull into your dashboard.  This would cause many “silly” errors of either having the wrong ID number, or a slight misspelling of the range name.

When we started to look a fresh on how to do this, we decided to leverage the new Xcelsius SDK.  This meant that we were able to write our own connectors that will communicate with the InfoBurst Enterprise server and take away the “guess work” of referencing the data caches.  Thus the InfoBurst Connectors were born.  With these connectors we were now able to browse the InfoBurst Enterprise system for the object you want to reference in the connector, which eliminates the need to remember object ID numbers.  Next we also enabled the ability to browse for which “data source” you want to reference in your Cache Connector, and even which query you want to get values from in the Database Connector.

In addition to making it easier to setup the connectors, we’ve also added the ability to migrate a dashboard between say a development and production environment.  We built a component called the InfoBurst Connection Manager.  This will allow users to setup multiple connection profiles, say in our case “Development” and “Production”.  As long as the referenced objects are in the same folder locations in both platforms and have the same queries and data sources, then the dashboard will migrate on over to the new environment.  This means a dashboard can be built and tested in a development environment, and then moved over to the production environment when it’s ready without the need for the dashboard developer to “remap” all of the connectors.

By leveraging the Xcelsius SDK we were able to add new connectors which have gone beyond just data retrieval and writeback.  We’ve created three “utility connectors” which came about by requests directly from our dashboard developers.  First, we created a connector called the CrossTab Builder which will allow users to create a crosstab on the fly from a data table that has been built up in the dashboard.  Second, when users have a crosstab in their dashboard, either from the CrossTab Builder or the built in crosstab options for database queries, XDC data sources, and cache queries, they can use the CrossTab Flip connector which will flip the X and Y axis values.  And finally, we have another connector which will allow users to save excel ranges from their dashboard into different sheets of an excel file for analysis.  I will be going into more detail on these connectors during the talk; after all, this is a sneak peek.

At the end of my talk, I’ll get a chance to show something that I’m personally excited about.  I’ll get to show you some advanced debugging.  Debugging which will help you not only find potential data issues going to and from the InfoBurst server, but also detect potential performance issues with how and when the connectors are being fired.  Also, you can use the same tool to replay requests which can simplify reproducing an issue greatly.  I’d suggest taking a look at the tool first to get yourself familiarized with it.  It’s a web debugging tool that Telerik recently took over from Microsoft called Fiddler2.  I suggest downloading the release build for .NET 2.0 as that is currently the only stable release right now.  Telerik is currently working on a .NET 4.0 version.

That’s it for this sneak peek.  And this is my last one for this conference.  I hope you’ve enjoyed reading through them, and I hope it gave you a pretty good idea of what to expect during my talks.  And, of course, I hope to see you there at the InfoBurst User Conference.  Being able to see our customers face to face and to talk in real time about their needs and ideas is what makes our conferences great.  And great not only for us, but for our customers as well.  I’m very excited for our first ever InfoBurst User Conference.  This topic here will be discussed, and many more in a very open format.  Check it out on our InfoBurst User Conference webpage.  I’ll be looking forward to seeing you there!  You can register for the InfoBurst User Conference online just by clicking on the “Register” button at limitlessbi.com.

Getting more out of InfoBurst with IBShell

Getting more out of InfoBurst with IBShell

Here is a sneak-peek of the InfoBurst® Shell to be presented in the Report Bursting, Scheduling, Delivery & Administration talk at the InfoBurst User Conference – IBIS 2013.

Welcome back to the second part of my sneak peak for the my InfoBurst API and Shell talk.  We last talked a little about the InfoBust API and how it’s leveraged in our product user interface.  Well, there’s another interface that was build for more administrative, debugging, and management purposes.  This is the IBShell, or sometimes referred to as just “the Shell”.  This utility was actually born with the function of simply testing each new API function as they came out.  But then it became apparent that we needed to blow away and rebuild our name times over during our initial alpha phase.  It was then that IBShell scripting was born.  We build scripts that enabled us to quickly reset our repository.  And actually, I still use those same scripts regularly.  So, What can be done with InfoBurst Enterprise‘s IBShell utility?  I’ll go over some of the things that you can do in this sneak-peak.

Commonly the shell is used for debugging purposes and adjusting InfoBurst settings.  But you can do other things too like modify objects in InfoBurst, adjust processing queues to increase the simultaneous workload InfoBurst can perform, and even manage users’ logon sessions.  To start IBShell you’ll need to open a command prompt in the InfoBurst Enterprise program files directory.  Then, just  type “ibshell” and it will start up. Now that we have that running, how about we get into some examples?

First thing you’ll always need to do is connect to the InfoBurst Enterprise Server.  This is done with the “connect” command.  Executing just the “connect” command will use it’s default values.  So it will connect using the local machine name and use the default soap port.  You can adjust the port by using the “port” parameter.

> connect port=8080

You can also target other InfoBurst Enterprise environments, say a development or production environment, by using the “server” parameter.

> connect server=full.server.name"

Once you’ve connected then you’ll need to get a token.  As you may have remembered from the InfoBurst API sneak peek an authentication token is always needed so the commands you execute fall into a security context.  To do this we will need to use the “get token” command.  The shell does support some interactivity when required parameters are not provided.  Here’s an example of what it could look like for the get token command.

> get token
Enter Value for 'user' : admin
Enter Value for 'password' : *****
* OK
>

Now that we have a token we can do a whole lot of different things.  Commonly a support technician might as for your configuration options, to get those simply type “list config” (example output has been truncated).

> list config
  # Items = 80
  AccessTokenTimeout             : 20
  AddEmailDisclaimer             : False
  AdminPassword                  : *****
  AdminServicePort               : 8552
  ADSyncEvery                    : 15
  ADSyncGroup                    :
  AllowRepoSwitchWhileRunning    : False
  AndroidPackagePrefix           : com.mycompany
  AuthMode                       : AuthIB
  ...

You can list other things as well using the “list” command, like folders, users, groups, etc.  Now that you see the options you can set the configuration options by using the “set config” command.

> set config MaxBursts=22
* maxbursts = '22' OK

Next up, you will probably be asked to get around in the system and display the details of a burst object.  You’ll have to use two different commands “dir” and “cd”.  The “dir” command is used to list the contents of a directory.  Since upon logon you are placed in your home folder, the “dir” command will display the objects inside your home folder.

> dir
  2 Item(s) sorted by Name
  ID      Rdy Name      Type              Created    Changed    #CH
  -----------------------------------------------------------------
  2076    Y   AdminNote Text              4/11/2012  5/15/2013  1
  9626    Y   MyFolder  Folder            5/15/2013             0
>

If you have directories you’d use the “cd” command to change directory.  Just type “cd” and the name of the folder.

> cd MyFolder
*OK

And now you can use the “disp” command to display the details of an object.  In this example we are going to display a simple text object.

> disp "A Little Note"
                Object: Text
                    ID: 9627
                  Name: A Little Note
                  Path: \users\ADMIN\MyFolder\A Little Note
                  Text: Here is my little note.

At this point you should be able to look around in your environment and see what’s there.  Like I mentioned earlier there’s even more that you can do.  Like create users and group.  Modify bursts, XDCs, schedules and other objects.  You can even get into scripting to automate your environment a little and potentially control it from another process running on the server.

Well, that’s it for now on this sneak-peek.  Obviously, I’ll be going into much more detail during my talk and I’d hope to see you there.  I’m very excited for our first ever InfoBurst User Conference.  Not only will this topic be discussed, but many more in a very open format.  Check it out on our InfoBurst User Conference webpage.  I’ll be looking forward to seeing you there!  You can register for the InfoBurst User Conference online just by clicking on the “Register” button at limitlessbi.com.

Yellowfin BI – A Fast Attractive Fish in the Business Intelligence Ocean

Yellowfin BI – A Fast Attractive Fish in the Business Intelligence Ocean

The Yellowfin tuna is a very attractive fish with a dark blue body, silver belly and bright yellow fins and tail. Their rear dorsal and anal fins can look like scimitars in mature adults giving them the appearance of a flying crossbow when they jump out of the water. Their body shape is sleek, powerful and built for speed and they can swim up to 50 mph enabling them to cross entire oceans.
Yellowfin BI is a totally integrated business intelligence tool that, like the fish it is named after, is very attractive and very fast. It is also starting to make some real waves in the increasingly crowded sea of business intelligence solutions.

It’s intuitive user interface both on the PC and mobile makes viewing, interaction and discovery a veritable pleasure of the senses. Whether you are navigating reports, performing drill anywhere analysis or delving into dashboards, everything is just a click or a touch to reveal the next dazzling visualization of your data. The functionality in Yellowfin BI is everything you would expect to find in a next generation BI tool – visual reporting and analysis, powerful dashboards, location intelligence , mobile BI, collaboration, alerting, a full metadata layer, comprehensive security, scheduling and publishing.

Yet what makes Yellowfin BI stand out from the other BI fish in the sea is that it is a totally integrated solution – one tool that does it all and where all the functionality works seamlessly together. After going through more than a decade of BI suites with so many overlapping tools that often compete rather than complement each other, it is a breath of fresh air to find a full function and completely integrated BI tool.

And, the best part is that Yellowfin BI is available to be purchased on an annual subscription basis inclusive of maintenance starting with a 5 user license for just $3,000 a year. You get all the functionality in just one tool for a price that everybody can afford. You can add or remove licenses incrementally as you need – incredibly simple and so logical.

This is the future of business intelligence tools – attractive, fast, simple and affordable.

InfoSol will be featuring Yellowfin BI at IBIS 2013 – www.limitlessbi.com – with a one day pre-seminar hands-on training class – see also http://infosolblog.com/yellowfin-deep-dive-at-ibis-2013-hands-on-training/ . Then on the Monday, one of the keynotes will be delivered by Glen Rabie, the visionary CEO and co-founder of Yellowfin, discussing the future of BI. Glen will also be presenting in the Next Generation of Business Intelligence Executive Seminar track http://limitlessbi.com/the-next-generation-of-business-intelligence

I predict that we are going to be seeing a lot of Yellowfin BI emerging everywhere and our oceans of data will be all the better for it.

InfoSol partners with and integrates Yellowfin Business Intelligence

InfoSol partners with and integrates Yellowfin Business Intelligence

Arizona-based provider of best-of-breed information systems and Business Intelligence (BI) solutions, InfoSol, has signed an official partnership agreement with global BI software vendor, Yellowfin.

The agreement will see InfoSol offer Yellowfin’s easy-to-use BI software, and associated implementation and training services, throughout America and Canada.  As part of the agreement, InfoSol has integrated Yellowfin into its popular BI report and dashboard publishing solution, InfoBurst®.

InfoSol President and CEO, Paul Grill, said that partnering with Yellowfin was a strategic decision.

“At InfoSol, we’re passionate about Business Intelligence, and love providing our clients with the most innovative and effective solutions, to meet their wide range of business needs,” said Grill.  “Yellowfin is a completely integrated BI solution, providing visual dashboards, query and analysis, reporting, Location Intelligence, Collaborative BI and Mobile BI in a single, easy-to-use and incredibly affordable product.”

“The addition of Yellowfin to InfoSol’s BI offering provides us with a great solution for the small and medium sized business, that they can grow with incrementally, achieving almost instant return on investment.”

Yellowfin BI is officially available through InfoSol immediately.

“We’re delighted to be working with InfoSol because they too have a real passion for innovative Business Intelligence,” said Yellowfin CEO, Glen Rabie.  “We’re confident that Yellowfin will offer InfoSol’s customers a highly intuitive, interactive and scalable solution, appropriate for all user and deployment types, from a single business department to enterprise wide rollouts.”

In addition, InfoSol is set to release InfoBurst Y – a solution which packages Yellowfin and InfoBurst® together, to offer a new total BI scheduling, bursting and publishing platform.  InfoBurst Y is now publicly available, offered on an annual subscription basis.

Yellowfin Head of Operations North America, Justin Wright, said that InfoSol’s reputation – as a provider of “first-class” enterprise software solutions and service excellence – would help bolster Yellowfin’s existing standing across the USA and Canada.

“Yellowfin has had a strong presence in the USA, and placed a great deal of importance on the North American market, since its inception in 2003,” said Wright.  “InfoSol’s depth of BI experience and knowledge in this strategically integral market, combined with their impeccable record for implementing outstanding BI projects, makes them a crucial part of Yellowfin’s future plans in the region.”

InfoSol is headquartered in Phoenix, Arizona and was established in 1997. InfoSol Canada (based in Windsor, Ontario) and InfoSol Ltd. (based in Cardiff, UK) will also offer the Yellowfin BI and InfoBurst Y solutions.

- END -

About InfoSol

InfoSol® is a visionary provider of information systems solutions delivering quality, compelling and effective Business Intelligence (BI) and custom applications. Understanding a client’s specific business and unique needs is always a part of any solution we provide.

With more than fifteen years of experience in providing end-to-end BI applications, InfoSol sees beyond the data to deliver visionary solutions that inspire.

InfoSol is headquartered in Phoenix, Arizona and operates worldwide.  For more information, visit www.infosol.com

 

About Yellowfin

Yellowfin is a global Business Intelligence (BI) software vendor passionate about making BI easy.  Yellowfin is headquartered and developed in Melbourne, Australia, offering a highly intuitive 100 percent Web-based reporting and analytics solution.  Founded in 2003 in response to the complexity and costs associated with implementing and using traditional BI tools, Yellowfin is a leader in mobile, collaborative and embeddable BI as well as Location Intelligence and data visualization.  For more information, visit www.yellowfinbi.com

 

What is Business Intelligence software?

Business Intelligence (BI) refers to a broad range of computer software applications and tools used to report, analyze and present data in a range of formats, to help businesses identify trends and opportunities, and support fundamental decision-making.

For further media information, interviews, images or product demonstration, please contact:

For regular updates and news, follow Yellowfin on Twitter (@YellowfinBI), LinkedIn (Yellowfin Business Intelligence) or email pr@yellowfin.bi to subscribe to Yellowfin’s free e-newsletter.

Integrate your applications with InfoBurst

Integrate your applications with InfoBurst

Here is a sneak-peak of the InfoBurst® API to be presented in the Report Bursting, Scheduling, Delivery & Administration talk at the InfoBurst User Conference – IBIS 2013.

Over 5 years ago we started to think about a new InfoBurst.  One that would take the years of experience that we’ve gathered since InfoBurst launched, and re-think the core architecture for speed, scalability, and flexibility.  Many of our customers wanted to be able to fire off bursts and control XDMs from other applications and processes.  At the time, we did have limited ability in InfoBurst, but never anything granular.  So from Day 1, we architected InfoBurst Enterprise with the mindset to really unlock InfoBurst’s potential.  That was when the application programming interface for InfoBurst was born.  For the first time at the InfoBurst User Conference, we are excited to be giving an overview of the application programming interface (API).  Then you too can imagine what can be done by unlocking the power of InfoBurst Enterprise.

So what can be done with the InfoBurst Enterprise API exactly?  Everything!  The entire product feature suite is exposed over the API.  The current flash based user interface makes SOAP calls to the server to perform all of the interactions.  Also we have IBShell console application that also leverages the same SOAP calls.  This means customers can integrate InfoBurst Enterprise into their existing internal software to take their InfoBurst Enterprise implementation to the next level.

How easy is it?  Well, it’s actually fairly simple.  Majority of the calls will require an authentication token.  To get one, simply use the GetLogonToken soap command with a valid username and password for InfoBurst Enterprise.  Then you can execute various other commands under the security context of the token.  So we’ve logged into the system, but what do we do if we wanted to execute a burst?  All you’ll need is the burst ID to execute the Burst_Execute command.  You can get an ID number for a burst in various ways.  You can “browse” through the folder structures until you come upon the burst.  But most commonly for quick integration you can leverage our GetObjectInfoByTypeAndPath to translate the path of the burst to it’s ID number.

During the presentation we will be diving in much deeper, going over the “ins and outs” of the API.  We’ll be going over the basic security model, Client/Server programming considerations, storing user specific settings, as well as considerations when working with the complex objects of InfoBurst, bursts and xml data caches and much more!

That’s it for now on this sneak-peak.  I hope to put something up later on about the IBShell presentation as well along with the other talks I’ll be hosting.  I’m very excited for our first ever InfoBurst User Conference.  Not only will this topic be discussed, but many more in a very open format.  Check it out on our InfoBurst User Conference webpage.  I’ll be looking forward to seeing you there!  You can register for the InfoBurst User Conference online just by clicking on the “Register” button at limitlessbi.com.

Becoming an “Iron Chef” Dashboard Creator

Becoming an “Iron Chef” Dashboard Creator

When I was 19 years-old, I decided I wanted to learn car mechanics. I could have gone to a training college but I wanted to “learn by doing” and from a real professional so I walked into a car service company that specialized in Rolls Royce’s and Bentley’s. I figured these were some of the most advanced and exclusive vehicles around so I would learn a lot.

The owner took one look at me and said he was not hiring anyone. I told him I would work for free because I just wanted to learn and I did not mind doing all the grunt work. He was impressed by my offer and told me he would take me on a trial basis and to start the next day.

I was teamed up with their top mechanic who had been there for 6 years but told me that he also knew nothing when he started. For the first three days, he showed me everything involved in the mechanical service of a Rolls Royce. He explained what he was doing as he was doing it. Then it was my turn. I made plenty of mistakes but that helped me to learn

Within a week I was doing oil change and check-up services on my own, within 2 weeks I was replacing brakes and after a month I was doing major services and clutch replacements.

It was hard work but watching my mentor in action, not only did I learn how to service and repair these magnificent vehicles but I learned all the pitfalls to watch out for, all the shortcuts and the best practices.

I passed my trial period with flying colors but I had to leave after two months to go to university. The contrast could not have been starker as I moved to a world of attending lectures, learning from books and participating in philosophical discussions. I can honestly say that I learned more in my two months as a car mechanic apprentice than I did in my entire first year of university.

While some people can learn through the more traditional academic methods, I have always found it to be more effective using the learning by doing approach.

When we look at designing and developing Xcelsius Dashboards, it is easy to learn the basics from a traditional course but if you want to design and develop true Business Intelligence dashboard applications, you will learn a lot more effectively by working alongside an expert.

Dragging and dropping components onto a canvass, defining their properties, connecting the components to data sources can look simple but when you want to add dynamic visibility, include over a hundred metrics, access millions of rows of data, include complex “What If” scenarios and write back to the database while creating the most awesome looking visual interface, it becomes more challenging.

However, experienced dashboard designers and developers who have learned by repeatedly doing can help both new people and those who have learned through traditional training to take their skills to a whole new level in a very short period of time.

It is for this reason that a combination of Xcelsius dashboard boot camps and hands-on knowledge transfer has proven to be the best and fastest path to becoming a top notch dashboard creator.

Boot camps are hands-on immersion training delivered by an experienced Xcelsius Dashboard expert and quite different to regular training – see blog http://limitlessbi.com/why-are-ibis-boot-camps-different-to-regular-training

InfoSol has been offering both beginner and master Xcelsius Dashboard boot camps for several years and as the experience of the InfoSol dashboard experts has evolved so have the boot camps. After the boot camp, the best way to fully absorb everything you learned is to work on a dashboard project side-by-side with an Xcelsius Dashboard expert who will both mentor you and help to create a first class dashboard application that you can use as a template for others going forward.

iron-chef---cooking-up-dashboardsThis year a brand new boot camp has been developed that focuses more on developers who have been creating Xcelsius dashboards for a while. The boot camp is entitled, Dashboard Design Iron Chef Bootcamp – Using SAP Dashboards 4.X. As the name suggests, it was conceived and created around the idea of how to help dashboard developers become “Iron Chefs” of their craft by designing dashboards that both stand out and attract user adoption.

Dashboards remain the most popular and effective way to deliver Business Intelligence solutions and will remain so for a while to come. Dashboard “Iron Chefs” creators are in demand and there is no better time than to seize the opportunity and become one.

Xcelsius : The Lego of Business Intelligence Dashboards

Xcelsius : The Lego of Business Intelligence Dashboards

I was just visiting a healthcare organization in Michigan and talking to a person in their HR department who recently attended an InfoSol Xcelsius immersion boot camp. He was so excited about what he had learned but even more elated about Xcelsius itself. He said, “It’s so logical and yet so limitless in possibilities, It’s like Lego , you can take the pieces and easily put them together anyway you want”.

I love this analogy!

Yes, Xcelsius is so like Legos. You can create amazing and dazzling business intelligence dashboards just by putting the parts together almost any way you want and, just like Legos, it has moving parts too!

All my kids grew up with Legos and always floored me with the incredible things they built – not only were they inventive but also functional and beautiful. It was remarkable how quickly they built their creations and then just as quickly transformed them into something else.

Well, Xcelsius is just like that. Every day, I see fantastic dashboards created by people everywhere, put together in just hours and then, just by changing a component, a background or an animation, turned into something equally sensational.

Xcelsius has been the premier BI dashboard solution for the last 10 years and it’s hard to see anything else out there that even comes close in terms of pure simplicity, versatility and capability. I look at the so called newer generation of BI dashboard tools like Tableau, Qlikview, Exploration Views or Visual Intelligence but none of these are anything like Legos! Not only are they not simple, they are restrictive and they are certainly not fun to use like Xcelsius.

You just never get tired of Legos because you are only limited by your imagination which for most people is limitless. You only have to visit one of the Legoland’s around the world and spend some time looking at the amazing creations as well as sitting in one of the many areas where you build your own masterpieces. Xcelsius is just the same. In fact, I think we should create an “Xcelsiusland” – a theme park full of amazing Xcelsius dashboards and virtual reality dashboard rides!

So what about the future of Xcelsius?

Well it has never looked better. Advanced caching capabilities like InfoBurst XDC and usage of universes against in-memory databases provide amazing performance against large sets of data. A new version of Xcelsius due for release this quarter allows most components to be generated in HTML5 for deployment on mobile devices. The Xcelsius component ecosystem continues to thrive with cool new components appearing everywhere like the new Dash Printer from DataSavvy that allows you to easily capture, manage and print Xcelsius dashboard content.

Lego just celebrated its 80th anniversary this year and continues to be as popular as ever and Xcelsius is hot on its heels!

 

InfoBurst Test Drive – April 19, 2012 – Distribute your BusinessObjects reports easily

InfoBurst Test Drive – April 19, 2012 – Distribute your BusinessObjects reports easily

UK based SAP BO partner, Blueprint Management Systems, will host a test drive of the latest InfoBurst Enterprise solution at its London HQ on April 19.

InfoBurst enables Xcelsius dashboards to handle large amounts of data with fast performance using its powerful XML data caching capability and to deliver those dashboards both connected and off-line to a variety of destinations including mobile devices like iPads and Androids. Some of the InfoBurst Xcelsius features include :

• An XML data cache able to support millions of rows of data for fast access from Xcelsius dashboards
• A write back connector for Xcelsius allowing write back from the dashboard to any database
• A “Save as Excel” function enabling the dashboard contents to be saved in Excel
• Creation , customized bursting and intelligent delivery of offline dashboards

http://www.bpms.co.uk/events/infoburst-test-drive—19th-april.aspx

Excerpt: Infoburst Test Drive – 19th April
blueprint uk performance management, financial planning & budgeting, business intelligence and data warehousing services allow clients to visualise and control the processes that directly affect success with professional

Venn Diagrams in Xcelsius – Follow Up – Pros and Cons

Venn Diagrams in Xcelsius – Follow Up – Pros and Cons

In my last post, I demonstrated two methods of constructing a Venn diagram in Xcelsius. The first method used a manipulation of the Bubble Chart object and the second method used the free Google Charts API. In this post, I will discuss the pros and cons of both methods.

Let’s begin with the Bubble Chart method. Recall that the Bubble Chart is identical to the XY Chart, except it allows for a third variable to define the size of each point. When I first began investigating Venn diagrams in Xcelsius, the Bubble Chart seemed like a natural starting point since it already does half the work for you. That is, it automatically resizes the “bubbles” to reflect the proportional difference between the two groups. The only thing I had to do was build Excel formulas to shift the bubbles together in order to show the correct amount of overlap. Unfortunately, that second part is very complex and makes for a big disadvantage compared to the Google Charts API.

It turns out the Bubble Chart object is not exactly consistent or easy to predict. Its movement and behavior varies depending on the overall size of the object and the size of the individual bubbles. Therefore, it takes some work to force the chart to display the correct overlap. What I did was arrange a series of experiments where I changed the parameters of the Venn diagram and then measured how much shift I had to apply in order to achieve the right overlap. I then took that data and used it to build a regression model. Then I plugged the model equation into my Excel spreadsheet and used it to calculate the amount of horizontal shift I needed in order to see the correct “bubble” overlap. Sure, it works, but it’s a lot more effort compared to calling up a simple Google Chart URL. Also, this only produces a Venn diagram with 2 sets, while Google Charts can easily produce a 3-set Venn diagram.

However, the Bubble Chart approach does have some advantages over Google Charts. Perhaps the most significant advantage is that Bubble Charts do not require an internet connection and can be used in a fully offline mode. When using Google Charts, your user must be connected to the internet and have the ability to access http://chart.apis.google.com

There’s also a potential security advantage to using Bubble Charts. If your organization has strict security protocols, it may not be permissible for you to pass information to an external party (i.e. Google). However, you might be able to get around that by opting not to pass data labels through the Google Charts URL and instead handling the labels from within Xcelsius. This means that you would only be passing simple aggregate numbers to Google without a corresponding label to indicate what that data is or where it came from.

In my opinion, you’ll always want to lean towards using the Google Charts API. It’s more flexible, easier to use, and it has more features than you could produce using a hacked Bubble Chart. However, if you need your dashboard to run offline or you have a security rule which prevents the transmission of any data whatsoever to a 3rd party, then you’ll need to use a Bubble Chart.

Venn Diagrams in Xcelsius

Venn Diagrams in Xcelsius

Venn diagrams provide an elegant and powerful visual display of information. In essence, a Venn diagram compares the size of two or more groups while simultaneously presenting the level of overlap that exists among the groups. Just for the sake of review, let’s look at a simple business example. The chart below compares the number of customers who purchased Product A (orange) against the number of customers who purchased Product B (green). The overlapping section in the middle represents the number of customers who purchased both Product A and Product B.

It’s hard to imagine producing a better display of that information using any other charting method. In other words, if you’re creating a visualization to compare overlapping groups, the Venn diagram option is probably at the top of your list. What makes a Venn diagram so powerful is its simplicity. It’s very easy for both technical and non-technical groups to view the chart and interpret the information. Yet, in spite of all this, Venn diagrams are almost always absent in reporting tools. Certainly this is true for the three major Business Objects reporting tools – Crystal Reports, Web Intelligence, and Xcelsius – which have never offered an out-of-the-box Venn diagram charting feature.

I recently became interested in building Venn diagrams using Xcelsius. I knew there would be significant value in providing this type of visualization to report users, especially executive level users. I also felt it would create a new analytical perspective since Venn diagrams show the type of metrics that are not often presented well in business reports. I thought there had to be some trick or workaround I could use to get the job done, so I began tinkering.

The first thing I learned along the way is that Venn diagrams are not as easy to build as you might think. They look simple on the surface, but there’s actually some fairly complex geometry going on behind the scenes. (Do a Google search for “circle-circle intersections” to see what I’m talking about.)

After some testing, I developed an initial solution using the Bubble Chart component in Xcelsius 2008. The Bubble Chart is identical to the XY Chart, except there’s a third variable that defines the size of each point. Look again at my simple example above. You’ll see that the chart basically did two things. First, it sized the circles to reflect the proportional difference between the two groups and then it moved the circles together to reflect the overlap. Well, the Bubble Chart already does that first part by itself. So my solution used the existing Bubble Chart functionality to automatically determine the correct dimensions for each circle. Then, I set up Excel formulas to dynamically calculate the X value (horizontal position) for each circle so that the correct amount of overlap was displayed.

Overall, I was happy with this solution, but there were some drawbacks.   It was a bit clunky due to the math required to control the movement of the  Bubble Chart and to calculate the overlap. Also, as you can see from the  screenshot above, Xcelsius has a limit on how big it allows the individual “bubbles” to grow in a Bubble Chart. So the end result is a very small SWF file that you would need to import into another document (e.g. another Xcelsius dashboard or a PowerPoint presentation) and then re-size from there.

Shortly after that initial experiment, I set about improving the process.  That’s when I stumbled across the Google Chart API. The Google Chart API is a simple, easy-to-use web-based chart creation tool provided free by Google. The API allows you to pass a few parameters via an HTTP request which prompts Google to return a PNG image containing your requested chart. Several chart types are supported, including Venn diagrams.   Check out the Google Chart Wizard for more information on the supported charts and formatting options.

Remember the simple Venn diagram example I showed at the beginning? That was actually created using the Google Chart API! The URL string below shows the HTTP request that was used to produce the chart. To see how it works, copy and paste the URL into your browser. You should get the same chart that was shown above. Just for practice, try to adjust the parameters defined in the URL string, refresh the page, and watch how the chart changes.

http://chart.apis.google.com/chart?chs=600×400&cht=v&chds=0,5000&chd=t:66,100,-1,33,-1,-1,-1&chdl=Customers+who+purchased+Product+A|Customers+who+purchased+Product+B&chdlp=b

Here is a breakdown of the parameter segments shown in the URL string above. All of these parameters are completely adjustable.

  • chs=600×400: Dimensions of the PNG image file.
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  • cht=v: This tells the Google Chart API that you want to create a Venn diagram. Other chart types include Line Charts (cht = lc), Pie Charts (cht = p), and so on.

 

  • chds=0,5000: he minimum and maximum values allowable for charting. Keep the minimum at zero. Depending on your data, you may need to increase the Maximum value.

 

  • chd=t:66,100,-1,33,-1,-1,-1: These numbers specify the size and overlaps for all groups. The ordering is as follows: Group 1 size, Group 2 size, Group 3 size, Group 1 & 2 overlap amount, Group 1 & 3 overlap amount, Group 2 & 3 overlap amount, Group 1 & 2 & 3 overlap amount. In this case, we only had two groups to display, so all of the parameter slots reserved for the third group were set to “-1”. If you have a third group, then those “-1” values would be replaced with actual amounts. The Google Chart API provides for a maximum of 3 groups in Venn diagrams.

 

  • chdl=Customers+who+purchased+Product+A|Customers+who+purchased+Product+B: This defines the group labels that will be displayed in the legend. If you have a third group, you’ll add another pipe delimeter at the end, followed by the desired group label.

 

  • chdlp=b: This tells the Google Chart API to place the legend at the bottom of the chart. “b” is the code for “bottom”. The other codes are “l” for left and “t” for top. If you exclude this parameter from the URL string, the legend will be displayed on the right by default.

In addition to those parameters, there are even more you can use to further customize the look and feel of your Venn diagram. You can adjust the margins, change the colors, add a title, and so on. If you’re interested, the Google Chart API links above describe all the options.

So how can you display Venn diagrams in Xcelsius using the Google Chart API? Actually, it’s very simple. You’ll need your Excel data model populated with numbers showing the size and overlap for all groups you wish to chart.  Then create string concatenation formulas in Excel to build the URL string piece by piece. Finally, add a Slide Show object to the canvas and bind it to the cell containing your URL string. And that’s it. You should now have a fully functional, dynamic Venn diagram in Xcelsius.

The dashboard below is a sample I created to demonstrate this functionality. It allows you to adjust the group sizes, overlaps, and labels.  As you adjust the values, notice that the chart changes dynamically just as you would expect from any other Xcelsius component. Also, the dashboard displays two groups by default; however, you can click the checkbox on the left side to incorporate a third group. Also, keep in mind you cannot use this approach in a completely offline format. Your dashboard user will need a connection to the internet and the ability to call the Google Chart URL.

Here is the working dashboard.  You can change the values and see the chart change.

There are certainly pros and cons to both solutions – the Google Chart API and my original Bubble Chart solution – and I hope to blog about those in the future. However, I think the Google Chart API provides a better overall solution. It’s clean and simple and it provides the functionality to incorporate a third group.

Finally, I encourage you to experiment with Venn diagrams in your own Xcelsius dashboards. Play around with the options to see what works best for you. Feel free to share your experiences and feedback in the comments.