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Tech Tips Archive

Setting Up SAP Mobi

Setting Up SAP Mobi

How to Set up SAP Mobi in order to access CMS Content on your Mobile Devices (Both iPad and Android Device)

After sifting through an enormous amount of documentation and quite a bit of troubleshooting, I have been able to successfully publish content on both my iPad and Android 4.0.3 device. The hardest part about getting your content on a mobile device is to find the right documentation. Here are a couple of links that I found very useful:

http://help.sap.com/businessobject/product_guides/moban4_1_0/en/smp/mobi_admin_repdesigner_en.pdf

http://scn.sap.com/thread/3174265

The processes for both the iPad and Android are very similar, but I will highlight the differences throughout this post.

1.  If you are using the XI 3.1 platform, you will need to download the mobile server from here: https://websmp204.sap-ag.de/~sapidb/01100035870000045440201

a.  The mobile server is included in the 4.0 platform and nothing needs to be downloaded.

2.  Stop your Tomcat Web application server.

a.  I usually do this by using Start > Administrative Tools > Services. Select Apache Tomcat 6.0 and select the stop button at the top.

 

3.  Copy the file MobileBIService.war from your BusinessObjects folder to the webapps folder in Tomcat

a.  Copy From

i.      For SAP 3.1 SP4 and later, copy from: [Install directory]\BusinessObjects Enterprise 12.0\java\applications

ii.      For SAP 4.0 and later, copy from: [Install directory]\Mobile 14\Server

b.  Copy to: Tomcat6 > webapps

 c.  Start Tomcat

 4.  After starting Tomcat a folder MobileBIService should generate in your Tomcat6\webapps folder. Be patient as this may take a few minutes.

a.  If this folder does not generate, something was done wrong. Stop Tomcat, delete the files, recopy the files to the Tomcat6 directory, and restart Tomcat.

5.  Next, locate the file mobi.properties. This should be located at Tomcat6\webapps\MobileBIService\WEB-INF\mobi.properties

 

6.  Add the following text to the file (text is also included in a format to copy paste):

a.  As you will see, entries for both the Android device and iPad are included. It is case sensitive. (This information is from the .PDF file, located at http://help.sap.com/businessobject/product_guides/moban4_1_0/en/smp/mobi_admin_repdesigner_en.pdf )

 

7.  Here is the script in text format if you would prefer to copy, paste. Keep in mind, this text is directly from the .PDF manual found at http://help.sap.com/businessobject/product_guides/moban4_1_0/en/smp/mobi_admin_repdesigner_en.pdf

# This is a configuration file for Mobi. This file should be carefully edited.

#

# Definition of ‘Mobile-ready’ documents for different request sources

#

# <requestSrc>.corporateCategory=cat1,cat2

# <requestSrc>.personalCategory=personalCat1,personalCat2

#

# Only documents that belong to the specified categories will be returned for a particular requestSrc.

# If the entries for a particular requestSrc is missing, then the values mentioned for “default” requestSrc will be used.

#

#

# Define the report format in which you need to get it from the server. Provide different options for page mode and

# output type for the data.

#

#

# Valid values for requestSrc are:

#                             default, iphone, ipad, bbphone, bbtablet, androidphone, androidtablet

#

#

#default

default.corporateCategory=Mobile

default.personalCategory=Mobile

default.category.mobileDesigned=MobileDesigned

default.category.secure=Confidential

default.docTypes=Webi,CrystalReport

default.imageSize=100000

default.lov.size.limit=50

default.search.resultsPerPage=10

default.search.maxDocuments=500

default.search.maxInstanceOfDocument=5

default.map.rootnode.prefix=$a_root_

default.map.node.prefix=$a_

default.save.maxPages=20

default.discover.maxrows=100

#ipad

ipad.corporateCategory=Mobile

ipad.personalCategory=Mobile

ipad.category.mobileDesigned=MobileDesigned

ipad.category.secure=Confidential

ipad.pagemode=true

ipad.outputDataType=convertChartToTable

ipad.docTypes=Webi,CrystalReport

#iphone

iphone.corporateCategory=Mobile

iphone.personalCategory=Mobile

iphone.pagemode=true

iphone.outputDataType=convertChartToTable

iphone.docTypes=Webi,CrystalReport

#androidphone

androidphone.corporateCategory=Mobile

androidphone.personalCategory=Mobile

androidphone.category.mobileDesigned=myMobileDesigned

androidphone.category.secure=confidential

androidphone.category.doctypes=webi,CrystalReport

#androidtablet

androidtablet.corporateCategory=Mobile

androidtablet.personalCategory=Mobile

androidtablet.category.mobileDesigned=myMobileDesigned

androidtablet.category.secure=confidential

androidtablet.category.doctypes=webi,CrystalReport

#blackberry mobile

bbphone.pagemode=false

bbphone.outputDataType=XML

#blackberry Tablet

bbtablet.pagemode=false

bbtablet.outputDataType=XML

8.  Any content that you will want to share on your mobile device, you will have to categorize in the mobile category. To do this, find the document(s) in your CMS, right click, and choose category. Select the Mobile category. If you do not have a mobile category, you will have to create one.

9.  In your SAP MoBI application on your mobile device, create a connection using the following parameters:

a.  Name: Enter a description for the connection

b.  Server URL: http://<ip address>:8080/

i.  If you are having trouble, you may also want to try http://<ipaddress>:8080/BOE/BI

c.  CMS Name: <Server Name>:6400

d.  Authentication: Enterprise

e.  Username: Your SAP username

f.  Password: Your SAP password

g.  Note: make sure you are connected to the domain/correct network.

10.  You should now be able to view and interact with WebI and Crystal documents on your mobile device.

Part 2 of this blog is a review the functionality of SAP Mobile BI.

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.
  •  

  • 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.

Upgrading to Office 2010 with Xcelsius 2008

Upgrading to Office 2010 with Xcelsius 2008

The fun started when I decided to upgrade to Office 2010 with Xcelsius 2008… I tried to find service pack 4 for Xcelsius 2008 on SAP’s Business Objects support website, and got confused because following the links and unzipping what was labeled as Service Pack 4, turned out to be Service Pack 3.

Thinking that I must have clicked on the wrong link on the download site, I tried again retracing my steps… Yes, I did this several times before I searched the Internet and found that others are having this difficulty as well!

Xcelsius release notes indeed say that Office 2010 was supported. Hmmm!

And, with some effort, I guess it is, but only after you change a lot of security settings within Office 2010!!!
Now, the order in which you install Office 2010 and Xcelsius SP4 still seems to be a toss-up with the majority of users favoring an upgrade to Office 2010 first followed by the Xcelsius upgrade. Either way you will need to do a lot of adjustments to security within Excel 2010 and PowerPoint 2010 in order to get Xcelsius to “play nice” with them!!! If you do not, you will experience bizarre behavior within PowerPoint. For example, if you export your dashboard to PowerPoint 2010 and open it up as a slideshow, you will miss your mouse as you move over the embedded dashboard making it impossible to interact with the dashboard. You will also get a lot of “server busy” messages when opening Xcelsius, as it is talking to Excel and applying lots of security options that are set by default when you install Office 2010.

Below, I have documented the steps I have taken to get Excel 2010 and PowerPoint 2010 to work well with Xcelsius 2008 SP4.

Download Service Pack 4 for Xcelsius

1.) Go to SAP Business Objects software download site

2.) Software product: Dashboard Presentation Design (Xcelsius)
3.) Product Version: Xcelsius 2008
4.) Click on the link that says Xcelsius Present 2008 Service Pack 4….(see screen shot below)…

download Xcelsius SP4

 

5.) The file will be named: xcelsiuspres2008_sp4.zip (see screen shot below). Save to your computer.

save file

6.) Un-zip the files to your local machine. All files contained within the above zipped file say Service Pack 3. Hmmm! This is not correct, I think it should say service pack 4!

Install Office 2010

Refer to Office 2010 install package…

Install Xcelsius Service Pack 4

7.) Double-click on the Setup.exe file in the extracted file list…
8.) When you actually install this service pack your version of Xcelsius should be:
Version: 5.4.0.0
Build: 12,4,0,116

Install Xcelsius

Configure Office PowerPoint 2010 Trusted Settings
To get rid of missing mouse in PowerPoint…

  • PowerPoint 2010: Settings should be under File>Options>Trust Center>Trust Center Settings>
  • Active X Settings: Enable All controls without restrictions and without prompting
  • Trusted Locations: Disable All trusted locations
  • Privacy Options: Un-Click All

Configure Office Excel 2010 Trusted Settings

To get rid of “server busy” message in Xcelsius 2008 SP4

  • Excel 2010 settings: File>Options> Trust Center>Trust Center Settings>
  • Active X Settings: Enable All controls without restrictions and without prompting
  • Protected View: None checked
  • Message bar: Never show information about blocked content
  • File Block Settings: None checked and Open selected file types in Protected View and allow editing
  • Privacy Options: Un-Click All

I welcome your comments and experience.

Regional BO Crystal User Groups Alive and Thriving

Regional BO Crystal User Groups Alive and Thriving

In the last two months, I have attended three regional independent BusinessObjects and Crystal User Group Meetings that have simply been amazing both in terms of their content and user participation. One was in Pennsylvania, one in Michigan and one in Arizona. Each one had between 50 to 70 attendees, was hosted at a customer site and was free to attend.
More significantly, each one had real world case studies and live demonstrations of solutions, many presented by customers, that were both educational and useful.
A gentleman from the State of Michigan presented his experiences in using Xcelsius while teaching the do’s and don’ts to novice and new users that was as entertaining as it was informative.
A demonstration of the new Web Intelligence 4.0 brought rounds of applause when showing the new graphics and “print to page” features.
A session on converting Desktop Intelligence to Web Intelligence documents had attendees captivated and taking copious notes on their iPads.
A manager from a Fortune 50 company presenting and demonstrating a case study of a new distributed dashboard they developed for one of their clients that has both saved them and their client significant time and resources was just sensational.
However, there was one presentation that just completely blew me away and left the audience awestruck. It was about advanced data visualization in BusinessObjects and how to create more visual graphic representations in Crystal Reports, Web Intelligence and Xcelsius. Creating heat maps in Crystal Reports was pretty cool, but creating animated Venn Diagrams in Xcelsius was just phenomenal. If everyone’s jaw had not dropped far enough, the presenter then shared a small personal project he had been working on that left us all speechless.
He kept a betta fish in a tank in his office and he used a web cam along with some software he downloaded from the internet to track the movements of his fish over a 24 hour period. The software allowed him to load all these coordinates into a database. He then accessed this database through Xcelsius to create a playback animation of the movements of the betta fish that could be sped up, slowed down and even add in a 5 second bubble trail to show more precise movement! The audience was stunned and I was so completely lost for words that the only question I could ask was “What was the name of his fish?”. It’s name was “Betta” as simple and as brilliant as the solution itself!
So I have to say that these BusinessObjects Crystal regional user group meetings are just the best thing going on out there right now in the BusinessObjects community. The education, innovative ideas and uniqueness of these gatherings is just unparalleled . I can’t wait till the next one!

Xcelsius on iPad and iPhone Wows Attendees at IBIS Welcome Reception

Xcelsius on iPad and iPhone Wows Attendees at IBIS Welcome Reception

IBIS 2011 kicked off last night with its welcome reception and solutions showcase demonstrating some of the latest business intelligence solutions and one solution in particular created quite a buzz – MyBI Mobile.

As I walked around the showcase showing Xcelsius dashboards running on an iPad, people stopped with looks of disbelief mixed with wonder.

“How are you doing that?”

“Xcelsius doesn’t run on an iPad or an iPhone”

Well, I am happy to report that with MyBI Mobile, not only does Xcelsius run on an iPad and an iPhone, but also on an Android. And it not only runs but it sings too! It has a fabulous simple menu system to serve up different content on the device and that content can also be Crystal Reports, Web Intelligence, Desktop Intelligence in addition to Xcelsius. With Web Intelligence you can also create new reports from the mobile device – that’s cool! When viewing and interacting with the content, you can perform a “pinch and zoom” action on any part of the screen to automatically enlarge that area of the dashboard or report.

While many companies have invested in building both dazzling and effective Xcelsius dashboard business intelligence solutions, they have often been challenged when trying to find ways to move these to mobile devices. The operating system for the IPhone and IPad (iOS) does not support Flash and SWF outputs natively but with MyBI mobile the barriers have been lifted. You can now take your key Xcelsius dashboards and just serve them up on iPads, iPhones and Androids without changing them and interact with all the features just the same as on the PC.

I cannot express enough how incredible this is and what it means to the millions of Xcelsius users around the world who want to take their dashboards mobile  - you are free of your shackles and you can now deliver Xcelsius to the most popular mobile smart devices out there.

I recently heard there are an estimated 200 million iOS devices in use today and now all those users can enjoy the full functionality of the amazing data visualization of Xcelsius through MyBI Mobile.

If the excitement at IBIS is anything to go by, you will certainly be hearing and seeing a lot more of this solution in the coming months so stay tuned.

To Cache or not to Cache – Boosting performance in Xcelsius Tech Tip

To Cache or not to Cache – Boosting performance in Xcelsius Tech Tip

I was recently asked this question on how best to handle a 13 month dataset when in the dashboard the goal is to only display monthly detail and summary data.  This is a good question and in my opinion worth sharing here because it is dealing with boosting Xcelsius backend performance.

Question:  Working with a data set consisting of 13months of data with one row for each day (so max 380 rows) and needing to show only monthly detail/summary data in the dashboard, which of the following would you consider to be the better approach to yield the best performance?

1.  Pull 380 rows in cache with date in one column -> pass STARTDATE and ENDDATE from the dashboard and pull every month’s data by writing a cache query.   When the user selects a month for display in the dashboard, Excel will calculate the start and end date of the month and pass those to the cache query with a WHERE clause specifying BETWEEN ‘@STARTDATE’ and ‘@ENDDATE’

Or,

2.  Load 380 rows in the dashboard Excel backend -> calculate the month from the date column within Excel then use a hidden filter to filter the month’s row based on the calculated month in the previous step and calculate the sum and average within excel?

Answer:  As a general rule, if the data set is 200 rows or less, I would say to go with Option 2.  If it is more than 200 rows, I would say you will get better performance with the cache query.  Of course, this also depends on the cumulative total # of rows being loaded into the dashboard.  For example, if you are planning on adding 10+ additional 200 row data sets, then I would definitely go with Option #1.

With too much data in the backend, Xcelsius performance suffers.    InfoBurst allows us to cache a large set of data, and then use a Cache Query to extract just the portion we need to view on the dashboard, as the user makes selections.  This is a tremendous help to the developer who wants to boost Xcelsius dashboard performance.

Rod Stewart and Business Intelligence in Concert

Rod Stewart and Business Intelligence in Concert

I just saw Rod Stewart in concert last week and he was truly awesome. The musicians and singers supporting him were just fantastic and the whole set was so tight and so professional. It felt as though they had been playing together for years but they actually had only started rehearsing a couple of months ago.

Of course, Rod Stewart is now in his late sixties and has been performing professionally for more than 40 years. He has always been a great entertainer and he knows his art to near perfection. He knows what to look and listen for in the people who support him and he knows what the audience likes and how to woo them.  His choice of songs from his incredible repertoire was spot on incorporating well known hits like “Maggie May”,  “Do you think I’m Sexy”,  and “Have I told you Lately” with some of his best songs like “Reason to Believe” ,  “The First Cut is the Deepest” and  “Hot Legs”.  His showmanship was in fine form too from kicking and heading soccer balls into the audience to getting down on all fours and worshipping the stunning stilettos of the very attractive female mandolin player!

The set lasted well over two hours but it was one of those concerts where you just did not want to end.  I left with a sense of euphoria and a desire to tell everyone about what I had just experienced (hence this blog).

I both attend and deliver a lot of Business Intelligence “shows”. To find that perfect combination of presentation, demonstration and connecting with your audience is not always easy. It takes practice, experience and, like Rod Stewart, a certain amount of showmanship.

Recently I had to deliver a presentation and demonstration of the complete SAP BusinessObjects product suite in one hour.  It is simply not possible to include everything in a meaningful way in that time so I focused  on the “well known hits” of Web Intelligence for reporting , ad-hoc query and analysis and Xcelsius for dashboards and “what if” scenarios. I had to explain the tools, demonstrate their usage as an end user and as a developer.

The customer was in the insurance business so I had one of my band members create fictitious data and scenarios for their specific industry. I also rehearsed the demo many times to make sure I could fit everything in the time allotted. I actually ran through it three times just before arriving at the customer site.

In the presentation room, everything was set up and just 5 minutes before the start, I plugged in a network cable and my Virtual Machine with the server software on it froze up!

Never happens – right?

Actually, it happens all too often. I quickly rebooted the Virtual Machine knowing it would take 10 to 15 minutes to fully reload and started the presentation on time showing my first PowerPoint slides while the server was rebooting in the background.  I managed to complete all the demonstrations within the hour and covered the Business Intelligence portal, Data Quality, Metadata Management and the semantic layer abstraction for good measure.

There were about 25 people present and I played to my audience making sure I had their attention and responding to their reactions as their eyes lit up with the data visualization in Xcelsius and the drag-and-drop magic in Web Intelligence.

They actually applauded at the end. I did not get the wild standing ovation that Rod Stewart got at the end of his set but then again, I did not have soccer balls to kick and stunning stilettos to worship!

Leading Zeros in Xcelsius – Tech Tip

Leading Zeros in Xcelsius – Tech Tip

What can I do if Xcelsius is chopping off the leading zero’s in my order numbers?

This question comes up often when I’m teaching an Xcelsius training class.  Often enough that I’ve decided to discuss the solution here in a tech tip on our blog.

This scenario can happen with different data sources (XML, Live Office, Qaaws) when a number string is interpreted by Xcelsius to be numbers rather than string data.  As many people have tried, it is not enough to format the cells as text in the Excel spreadsheet of Xcelsius.  We need to use a trick to add those leading zeros back in. 

For example, say my Order numbers are all 3 digit numbers (for simplicity sake).  My order numbers are loaded into Column D, but then converted to their proper 3 digit format in Column F with the use of the Length formula in Excel, LEN.  By simply combining an if statement and the Length function to determine the length of a value, we can add the appropriate number of zero’s in front of a value, and voila, properly formatted Order numbers! 

See example below:

using the LEN function in Excel

Two Advantages of a Manual Maximum Calculation in Xcelsius

Two Advantages of a Manual Maximum Calculation in Xcelsius

Problem A: I have data that could be in the 1000s but sometimes could be 1 or 2.  Users do not want to see a division of 1.5 (or any part of a whole) since the data is tracking incidents and there are never “half incidents.”  How do I force the values to integers without losing the divisors for the high numbers (i.e. when there is 1000 maximum, I want to still see 250, 500, 750 divisors)?

 

Solution: Set a manual calculated maximum

{ =IF(MAX(AE15:AE26)<100,100,MAX(AE15:AE26)) } and then set the division number to 1.  With the division number to 1, it often also looks better to remove the grid lines (in case the data for the charts sometimes is much higher).

          

  Problem B:  I want to display a line chart on top of a stacked bar chart because there is no combination chart with this option.  My data for the stacked bar chart, however, is sometimes over 100 and sometimes under 100 and the extra space shifts the chart so that the two do not align.  How can I make the layered charts always align? 

 

 (Layered line chart does not line up with stacked bar chart when maximum is less than 100)

 

 (Layered line chart lines up with stacked bar chart when the maximum is over 100)

 

Note: If the charts are less than a magnitude different, the following method is a not-so-elegant-but-perhaps-acceptable workaround.  In the example above, I have emphasized the issue of alignment by making the different much greater in which case a more-involved display control of multiple charts may be the only acceptable option. 

Solution: Set a manual calculated maximum within an if() statement so that the maximum is always 100 or greater even if the stacked bar chart total is less than 100. (See above note for exception) 

 

This “fix” may not be acceptable for the right visual consumption. What may need to be done when the data is more than a magnitude of 10 different is to work with display properties for two charts with different widths based upon the maximum chart height formula instead.