Xcelsius Archive

Inspiring Business Intelligence

Inspiring Business Intelligence

A few weeks ago I was participating in a career event at a State University where undergraduate students from both Business and I.T. schools were looking for internships with local businesses.  As they stopped by the InfoSol table, the number one question was “What do we do?”  This gave me the opportunity to talk about one of my favorite topics – Business Intelligence.  While most of them had heard of, or even studied, Business Intelligence as part of their courses, few appeared to understand its significance.

The table next to us was a major airline company and I used them as an example, citing that in the recent economic downturn, airlines had to make some tough choices in terms of reducing costs.  They needed to know which aircraft cost the most to maintain and which routes were the least profitable.   That information allowed them to make informed decisions about reducing aircraft and routes with minimal impact to their business and their customers.

I could see the lights go on in their young faces which encouraged me to tell my current favorite Business Intelligence story.

At last year’s InfoSol Business Intelligence Seminar (IBIS 2010), one of the winners of the prestigious Xcelsius Dashboard Awards was a manufacturing company from the Netherlands.  They explained that they were deploying a new manufacturing execution system and wanted to provide some engaging and compelling business intelligence from this system to both encourage usage and provide useful information that was previously unavailable across the company.  They decided to create a business intelligence user interface using Xcelsius.  It would provide in excess of 120 different metrics, deployed graphically and dynamically, about the different production line processes broken down to individual shift level.  The dashboard was dynamically refreshed through the unique intelligent caching mechanism from InfoSol and the impact of this application exceeded the expectations of this company.  For the first time, production, and issues encountered on the production line, was viewed by the entire company and the results were quite revealing.  The dashboard showed that one particular shift was measurably behind all the other shifts.  Since this was visible throughout the company, the workers on this particular shift felt they needed to do something about this and took it upon themselves to correct the issues and improve productivity so that they were on pace to do better than the other shifts. 

What a totally amazing side effect, but one that truly exemplifies not just the power, but the inspiration that can be derived from Business Intelligence.  It was with this example in mind that the theme of this year’s IBIS event “Inspiring Business Intelligence” was born.  There are so many fascinating and inspiring business intelligence stories like this and IBIS 2011 will be based on sharing some of these stories as well as offering an incredible line up of immersion boot camps, executive seminars, training workshops and specialized certification programs. 

IBIS is unique in so many ways as it goes beyond the regular SAP BusinessObjects training to teach best practices that go beyond the conventional ways of designing, developing and applying business intelligence.  The individuals leading these boot camps, seminars and workshops are not just teachers; they are highly experienced consultants, mentors and gurus in their field.

The knowledge transfer that occurs at IBIS is intense and the opportunity to exchange ideas and experiences unparalleled.

IBIS 2011 features hands-on immersion boot camps in Xcelsius, Web Intelligence, Crystal Reports and Xcelsius Data Caching.  The executive seminars cover best practices for success in business Intelligence projects, what’s new on BusinessObjects XI 4.0, and emerging business intelligence tools and technologies.  The main seminar is three full days and the registration is fully inclusive of four nights accommodations at the jaw dropping Ritz Carlton Laguna Niguel on the southern California coast (inspirational in itself!).

New to IBIS this year are some very special certified boot camps which will be held on the Thursday and Friday directly after the main event.  These include the renowned FleXcelsius course from Centigon Solutions, teaching you how to create your own Flex components for Xcelsius.  The Roambi Black Belt certification and the InfoBurst Certified Expert (ICE) boot camps will also be offered. 

Most importantly, there will be the coveted Best Xcelsius Dashboard Awards, which are quickly becoming legendary.  The awards are open to everyone and the deadline for submitting your inspirational dashboard entry is April 15th.  You can enter your dashboard in one of the following four categories:

-          Best Business Dashboard

-          Most Innovative Dashboard

-          Most Valuable Dashboard

-          Most Xcellent Dashboard

To submit your dashboard entry, click here.

I know that some of the students who stopped by our table left inspired by what they heard about business intelligence just based on the slew of follow-up enquiries.  In fact we have invited two interns to join us starting today. 

I also know that anyone attending IBIS 2011 will undoubtedly leave more inspired about business intelligence than before they came – don’t miss out!

Register todayEarly registration discount expires March 31st.

Top 5 Predictions for Business Intelligence in 2011

Top 5 Predictions for Business Intelligence in 2011

Well 2010 saw not just a strong recovery for the I.T. sector, but some very healthy growth and, once again, Business Intelligence was right at the forefront.

So what can we expect to see in 2011?

BI Vendors and Industry Analysts are predicting all sorts of things for 2011 but they tend to look at the world based on technology announcements along with CIO and CEO interviews and surveys. Not that there is anything wrong with this, but the battle plan of the generals often tends to “miss the mark” in terms of the reality in the trenches.

So I thought I would take a stab at making my own predictions for 2011 for the world of Business Intelligence based on my own experiences both on the front line and as an observer in the general’s war room.

Prediction 1:  Visual Dashboards will remain dominant as the BI User Interface of choice. They will expand beyond their traditional tactical and strategic usage and be seen more in operational BI applications as backend performance with in memory analytics and caching continues to improve. Tools like Xcelsius will increase their presence due to both their visual appeal and ease of use.

Prediction 2: Data Governance will be a priority as both large and mid-size companies are compelled to accurately consolidate and clean up their data for more relevant and precise business intelligence. Data quality, integration and master data management solutions will become mandatory in many organizations.

Prediction 3: The race for optimal mobile business intelligence solutions will get into full swing. With a plethora of new tablet devices and new BI mobile software products, I anticipate a year of experimentation and we will need to wait another year before the real market leaders are determined. Watch out for Roambi (http://www.roambi.com/)   because they are definitely heading in the right direction.

Prediction 4: Relational database Data Marts and Warehouses will continue to be the BI repository of choice in 2011. OLAP cubes will remain a niche market and the new in memory databases are just too immature and too expensive to have a serious impact this year. There will probably be lots of hype but until this new technology is affordable to the masses, it will have minimal effect. Data Mart projects will continue to thrive in the small to medium enterprise space.

Prediction 5: Business Intelligence for Web and Social Media content will be hot and in demand. The need to perform BI against the predominantly unstructured data sources of the web has never been greater as more business and institutions both grow their web presence and web driven marketing. BI tools and solutions that can quickly analyze this data both quantitatively and qualitatively will see fast growth and adoption in 2011.

So there it is and now let’s see what happens.

Wishing you all a prosperous and healthy 2011 and may all your Business Intelligence dreams come true!

Dashboard Development Services

Dashboard Samples

Photo: copyright Paul Grill

Beauty is in the Eye of the Beholder

Beauty is in the Eye of the Beholder

Several years ago, I saw an exhibition of surrealist paintings in Paris including works by Salvador Dali and Joan Miro. I found the Dali paintings visually stunning as well as fascinatingly compelling whereas I had a hard time understanding the Miro ones. Others, who were with me, expressed the complete opposite opinion and loved the Miro work but had little time for the Dali pieces.

We all have different likes and dislikes to visual images whether they are paintings, cars or even business intelligence dashboards. I can personally testify to the dashboards since our company has developed over 400 of them in the last four years and they come in all shapes, sizes and visual tastes. I remember one particular dashboard that we developed for a transportation company that I thought was very visually stunning and provided multiple levels of drill down and some very powerful “What if?” scenarios. While the manager at the company also liked it a lot, his director felt it was not stunning enough and wanted different colors and more 3-D components. They both felt the dashboard met their functional needs but for the look it really just boiled down to a matter of personal taste.

The beauty of a dashboard tool like Xcelsius is that it allows you to design and cater to all these different tastes. You have a wealth of components, colors, themes and templates available and, if this is still not enough, you can develop your own.

While some people prefer simple dashboards with clear sharp components, others may prefer a more complex and richer look. If you do not like pie charts and certain colors, you do not have to use them.

Dashboard design is an art but the key to designing an effective, as well as a visually pleasing, dashboard is not to read books about the subject and it is also not to hire a graphic artist. The key is to sit down with the people who are going to be using the dashboard and to understand what they want to see and how they want to view and interact with it. While this may sound too simplistic, it is not. Of course, there can be room for visual enhancement and “cool” features but only if they serve a purpose.

There are many dashboard products on the market today that provide limited views and components so that you often have to force fit your requirements into what is available within the product. Xcelsius, on the other hand, allows you to design and create dashboards in an almost infinite number of ways and you are only limited by your imagination (or your user’s requirements).  As to how they look, it is doubtful you will ever please everyone but remember that beauty is in the eye of the beholder.

For a gallery of Xcelsius dashboards designed by INFOSOL and defined by customers, visit INFOSOL’s Dashboard Gallery

Visit us at Booth 404 at ASUG SAP BO User Conference

Visit us at Booth 404 at ASUG SAP BO User Conference

InfoSol will be a Diamond Sponsor at the 2010 ASUG SAP BusinessObjects User Conference to be held in Orlando. Florida October 5-7.  The conference is expected to draw an estimated 1,500 to 2,000 BusinessObjects users.

InfoSol will be leading two session tracks during the conference : one highlighting Xcelsius Customer Case Studies and the other highlighting the next generation of BI report and dashboard publishing.  We have also been invited to participate as one of the selected Xcelsius Guru companies in an Xcelsius Gurus event at the conference.

InfoSol will be highlighting many of its value add solutions including InfoBurst and 360View. Several InfoSol partners are also sponsoring and exhibiting including Mellmo the developers of Roambi and Antivia the developers of XWIS.

Be sure to stop by the InfoSol booth (#404) to say hello and enter for our raffle to win an iPad.

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.

Xcelsius Will Always Be Xcelsius

Xcelsius Will Always Be Xcelsius

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

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

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

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

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

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

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

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

So why not SAP Xcelsius?

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

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

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

Xcelsius Dashboards – Best Practices – Data Layout

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

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

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

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

  

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

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

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

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

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

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

Data Quality Dashboards

Data Quality Dashboards

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

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

 Here’s an example of a Data Quality Dashboard

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

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

Xcelsius Dashboard Maintenance – Best Practices – Using Labels in Excel

In this post I will share with you a sample of what I consider to be one of many “best practices” to help in the ongoing maintenance of Xcelsius dashboards; Using labels in your Excel Spreadheet.  Some of the content in this post is extracted from the Excel for Xcelsius course offered by InfoSol

 Whether you find yourself having to update one of your own dashboards after a period of time of not working on it, or having to hand off the maintenance of the dashboard to a colleague, the initial effort of good documentation will save valuable hours and ensure continuity and success.  In this post some of the graphics will speak for themselves – you know the cliche of ‘a picture paints a thousand words’. 

The graphics show examples of: 

  • good labeling,
  • use of color to enhance visual cues
  • and the use of comments within Excel. 

Use of Color and Labeling

Below are samples of Excel spreadsheets that incorporates the use of visual cues like color coding with simple, clear and easy to follow labels showing where components derive their inputs.

Using Excel Comments

Another helpful option is to use the built in Excel feature of Inserting a Comment.  This leaves a small red triangle in the top right corner of a cell to indicate that a comment has been added to that cell. When the mouse hovers over the cell, the comment pops up. 

 

Helpful tips can be included within the comment.

Comments can be added to any cell by right-clicking on a cell and selecting “Insert Comment”.  Once a comment has been added to a cell, the small red triangle will appear.  A comment can be edited or deleted by right-clicking on the cell.

Using a Legend

There are many ways to document your Xcelsius Dashboard Excel Spreadsheet. 

I would love to hear about your “Best Practices”.

There is an Xcelsius Bootcamp being offered in Track 4 of this year’s IBIS 2010 event June 6-9 - Seeing Beyond Business Intelligence. 

Comparing Xcelsius Connectivity Choices

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.