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

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

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

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

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

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

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

So why not SAP Xcelsius?

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

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

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

IBIS 2010 Winners

SPX wins Most Valuable Dashboard

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

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

Best Business Dashboard won by Aluchemie

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

ARI receives Most Xcellent Dashboard Award - IBIS 2010

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

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

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

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!

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

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

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

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

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

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

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

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

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

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

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