RISKMASTER Dashboard Designer

TRAINING EXERCISES
Exercise 1 Getting Around in Xcelsius 1. Start a new Xcelsius document, i needed. !. "n t#e menu $ar, clic% &iew

'. Select t#e (Grid) o*tion. Note t#e grid t#at a**ears on t#e can+as. ,. "n t#e menu $ar, select &iew - .ro*erties. Note t#e .ro*erties window t#at a**ears.

/AS01"AR/ /ESIGNER TRAINING

.age ! o ,,

2. Se+eral o t#ese elements .ro*erties, "$3ects, and Com*onents can $e set u* so t#e4 automaticall4 a**ear and disa**ear de*ending on t#e *osition o 4our cursor. "n t#e Can+as .ro*erties window, clic% t#e *us#*in icon to ena$le t#e Auto 0ide eature. Note t#at t#e *ro*ert4 s#eet window closes and a *ane a**ears in its *lace.

5. .lace 4our cursor o+er t#e $loc% reading (Can+as .ro*erties) and note t#at t#e *ro*ert4 s#eet a**ears. 6#en 4ou mo+e 4our cursor awa4, it disa**ears. 7. Add t#e Com*onents window to 4our can+as 8&iew - Com*onents9 and *ut it on Auto 0ide as well. :. /rag and dro* a line c#art rom t#e com*onents to 4our can+as. ;. /rag and dro* a selector 8an4 selector9 rom t#e com*onents to 4our can+as.

/AS01"AR/ /ESIGNER TRAINING

.age ' o ,,

10. <it t#e can+as to 4our com*onents using t#e

icon on t#e tool$ar.

/AS01"AR/ /ESIGNER TRAINING

.age , o ,,

11. =se t#e increase can+as si>e o t#e can+as.

and decrease can+as

icons on t#e tool$ar to ad3ust t#e

Exercise ! C#art wit# a /ata Range 1. Start a new Xcelsius document, i needed. !. Im*ort t#e Exercise 2 Chart with Data Range.xls s*reads#eet into t#e new document. '. /rag and dro* a column c#art rom t#e com*onents $rowser to t#e can+as. ,. Access t#e *ro*ert4 s#eet or t#e c#art.

/AS01"AR/ /ESIGNER TRAINING

.age 2 o ,,

2. In t#e *ro*ert4 s#eet under t#e Title area, manuall4 enter t#e c#art title (Total .aid $4 /e*artment) and t#e su$title )!??:) 5. In t#e *ro*ert4 s#eet under t#e /ata area, ensure t#e (14 Range) $utton is ena$led and t#en clic% t#e icon to t#e rig#t to select a range.

/AS01"AR/ /ESIGNER TRAINING

.age 5 o ,,

7. In t#e em$edded Excel wor%s#eet, select t#e data range containing t#e total *aid or !??:. TI.@ Aa%e sure to include t#e mont#l4 #eadings so t#at Xcelsius automaticall4 creates categor4 la$els. :. Clic% ("B) in t#e (Select a Range) dialog $ox. Cou s#ould #a+e i+e series $ased on t#e data range wit# a legend.

;. Resi>e t#e c#art, it t#e can+as to t#e com*onents and *re+iew t#e model. TI.@ To get in and out o t#e *re+iew mode, clic% t#e $utton on t#e tool$ar.

T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise ! C#art wit# /ata Range.xl 9 and an ex*orted model o t#is exercise 8Exercise ! C#art wit# /ata Range.sw 9 or 4our re erence.

/AS01"AR/ /ESIGNER TRAINING

.age 7 o ,,

Exercise ' C#art wit# a /ata Series 1. Start a new Xcelsius document, i needed. !. Im*ort t#e Exercise 3 Chart with Data Series.xls s*reads#eet into t#e new document. '. /rag and dro* a line c#art rom t#e com*onents $rowser to t#e can+as. ,. Access t#e *ro*ert4 s#eet or t#e c#art.

/AS01"AR/ /ESIGNER TRAINING

.age : o ,,

2. In t#e *ro*ert4 s#eet in t#e Title area, clic% t#e selecting a cell t#at contains t#e c#art title.

icon next to (C#art) to ena$le

5. In t#e em$edded Excel wor%s#eet, select cell A! 8w#ic# reads (Num$er o E+ents)9 and clic% "B.

/AS01"AR/ /ESIGNER TRAINING

.age ; o ,,

7. In t#e *ro*ert4 s#eet in t#e Title area, clic% t#e icon next to (Su$title) to ena$le selecting a cell t#at contains t#e c#art su$title. :. In t#e em$edded Excel wor%s#eet, select cell 15 8w#ic# reads (Danuar4)9 and clic% "B.

;. In t#e *ro*ert4 s#eet in t#e /ata area, select t#e (14 Series) $utton. 1?. Clic% t#e (E) $elow t#e series $ox to add a data series. T#e ields to t#e rig#t o t#e series $ox will ena$le.

/AS01"AR/ /ESIGNER TRAINING

.age 1? o ,,

11. Clic% t#e $utton to t#e rig#t o t#e (Name) ield or t#e series to ena$le selecting cells t#at contain t#e series name. 1!. In t#e em$edded wor%$oo%, select cell A, 8w#ic# reads (!??5)9 and clic% "B. 1'. Clic% t#e $utton to t#e rig#t o t#e (&alues) ield or t#e series to ena$le selecting cells t#at contain t#e series data. 1,. In t#e em$edded wor%$oo%, select cells 17 111, w#ic# contain t#e !??5 Danuar4 e+ents or eac# de*artment.

/AS01"AR/ /ESIGNER TRAINING

.age 11 o ,,

12. Re*eat ste*s 1? 1, or !??7 and !??:, or a total o t#ree data series.

15. In t#e *ro*ert4 s#eet, in t#e /ata area, clic% t#e $utton to t#e rig#t o t#e (Categor4 Fa$els) ield to ena$le selecting cells t#at contain t#e names o t#e XGaxis categories. 17. In t#e em$edded wor%$oo%, select cells A7 A11 8w#ic# #old t#e de*artment names9 and clic% "B. 8Cou can also c#oose t#e de*artments rom one o t#e ot#er two series@

/AS01"AR/ /ESIGNER TRAINING

.age 1! o ,,

A15 A!?, or A!2GA!;. An4 o t#ese will wor%.9 Cou s#ould #a+e XGaxis la$els re lecting t#e de*artments. 1:. Resi>e t#e c#art, it t#e can+as to t#e com*onents and *re+iew t#e model. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise ' C#art wit# /ata Series.xl 9 and an ex*orted model o t#is exercise 8Exercise ' C#art wit# /ata Series.sw 9 or 4our re erence.

Exercise , Ignore End 1lan%s 1. !. '. ,. Start a new Xcelsius document, i needed. Im*ort t#e Exercise 4 Ignore End Blanks.xls s*reads#eet into t#e new document. /rag and dro* a stac%ed column c#art rom t#e com*onents $rowser to t#e can+as. Access t#e *ro*ert4 s#eet or t#e c#art.

/AS01"AR/ /ESIGNER TRAINING

.age 1' o ,,

2. 1ind t#e c#art title to cell A!, w#ic# reads (Total .aid $4 /e*artment.) 5. 1ind t#e c#art su$title to cell A,, w#ic# reads (!??;.) 7. =se data $4 range and $ind t#e range to t#e data s#owing total *aid or t#e de*artments or all t#e mont#s, including t#e $lan% mont#s. T#is is A5 A1?.

:. "n t#e *ro*ert4 s#eet, clic% t#e (1e#a+ior) o*tion at t#e to*.

/AS01"AR/ /ESIGNER TRAINING

.age 1, o ,,

;. =nder (Ignore 1lan% Cells,) c#ec% $ot# t#e (In Series) and (In &alues) o*tions. TI.@ (In Series) re ers to t#e la$els and (In &alues) re ers to t#e data. T4*icall4, 4ou want to c#ec% $ot# o t#ese so t#at 4ou donHt #a+e la$els on t#e c#art wit# no data.

1?. Resi>e t#e c#art, it t#e can+as to t#e com*onents and *re+iew t#e model. 11. Get out o *re+iew mode. In t#e em$edded Excel s*reads#eet, co*4 t#e cells or <e$ruar4 8C7GC1?9 and *aste t#ese into t#e Aarc# column. Note #ow t#e c#art automaticall4 c#anges to re lect t#e newl4Gadded data. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise , Ignore End 1lan%s.xl 9 and an ex*orted model o t#is exercise 8Exercise , Ignore End 1lan%s.sw 9 or 4our re erence.

/AS01"AR/ /ESIGNER TRAINING

.age 12 o ,,

Exercise 2 (6#atGI ) Anal4sis 1. !. '. ,. Start a new Xcelsius document, i needed. Im*ort t#e Exercise 5 What I !nal"sis.xls s*reads#eet into t#e new document. /rag and dro* a gauge rom t#e com*onents $rowser to t#e can+as. Access t#e *ro*ert4 s#eet or t#e gauge.

/AS01"AR/ /ESIGNER TRAINING

.age 15 o ,,

2. 1ind t#e gauge title to cell E!, w#ic# reads (Ex* .aid.) 5. 1ind t#e gauge data to cell E5, w#ic# reads (5'???.) 7. Set t#e scale maximum limit to 1??,???.

:. Go to t#e alerts ta$ on t#e *ro*erties s#eet. Ena$le alerts as *ercent o target. 1ind t#e target to t#e rig#t o t#at o*tion to cell E:, w#ic# reads (72???.)

/AS01"AR/ /ESIGNER TRAINING

.age 17 o ,,

;. Ensure under color order t#at t#e o*tion or low +alues are good is ena$led.

1?. Re*eat ste*s ' ; twice more, adding a total o t#ree gauges to t#e can+as. "ne o t#ese s#ould re lect losses *aid 8TI.@ ma%e t#e scale maximum I1 million9 and t#e ot#er outstanding reser+es 8TI.@ ma%e t#e scale maximum I1.2 million9.

/AS01"AR/ /ESIGNER TRAINING

.age 1: o ,,

11. /rag and dro* a dial rom t#e com*onents $rowser to t#e can+as. 1!. Access t#e *ro*ert4 s#eet or t#e dial. 1'. 1ind t#e dial title to cell E!, w#ic# reads (Ex* .aid.) 1,. 1ind t#e dial data to cell E:, w#ic# reads (72???.) 12. Set t#e scale maximum limit to 1??,???.

15. Re*eat ste*s 11 12 twice more, adding a total o t#ree dials to t#e can+as. "ne o t#ese s#ould re lect losses *aid 8TI.@ ma%e t#e scale maximum I1 million9 and t#e ot#er outstanding reser+es 8TI.@ ma%e t#e scale maximum I1.2 million9.

/AS01"AR/ /ESIGNER TRAINING

.age 1; o ,,

17. /rag and dro* a la$el 8located under (Text) in t#e com*onent $rowser9 to t#e can+as. Access t#e *ro*erties or t#e la$el, add a title, and ad3ust t#e ont t4*e, st4le, etc. as desired. 1:. /rag and dro* t#e reset $utton 8located under ("t#er) in t#e com*onent $rowser9 to t#e can+as. 1;. Ao+e, align, and s*ace 4our com*onents as desired. !?. Resi>e t#e can+as, i desired. !1. Clic% t#e can+as and go to t#e can+as *ro*erties. C#oose a $ac%ground color. !!. .re+iew t#e model. Note t#at 4ou can c#ange t#e gauges and dials and use t#e reset $utton to return t#e model to its original settings. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise 2 6#at I Anal4sis.xl 9 and an ex*orted model o t#is exercise 8Exercise 2 6#at I Anal4sis.sw 9 or 4our re erence. Note t#at 4ours ma4 di er rom t#e exam*le in loo% and eel de*ending on 4our c#oice o gauges, dials, colors, etc.

/AS01"AR/ /ESIGNER TRAINING

.age !? o ,,

/emo Exercise 5 <ormat Aodel 1. Start a new Xcelsius document, i needed. !. Create a new custom color sc#eme called TRAIN, setting t#e colors as ollows@ Color Color 1 Color ! Color ' Color , Color 2 Color 5 Color 7 Colors : 1? Red ? !?, !!, !22 11? 7! ;? !22 #reen ? ', 1,5 !,1 17; 11; ,: !22 Bl$e ? ,1 ,7 ,2 :: 1:5 1,1 !22

/AS01"AR/ /ESIGNER TRAINING

.age !1 o ,,

'. =nder Ad+anced Settings, c#ange all $ac%ground elements to $lac% and all text elements to w#ite. Sa+e t#e custom color sc#eme.

,. Set t#e glo$al ont or t#e tem*late to Arial. 8<ile - /ocument .ro*erties9

/AS01"AR/ /ESIGNER TRAINING

.age !! o ,,

2. /rag and dro* t#e ollowing com*onents to t#e can+as@ a. Column c#art $. Two gauges c. /ial d. Accordion selector

/AS01"AR/ /ESIGNER TRAINING

.age !' o ,,

5. C#ange t#e t#eme to (0alo) and t#en rea**l4 t#e TRAIN custom color sc#eme.

7. Sa+e t#e Xcelsius ile as a tem*late called TRAIN. 8TI.@ T#is must $e sa+ed to t#e correct older to $e a tem*late C:\Program Files\Business Objects\Xcelsius\Assets\Template\New 9 /emo Exercise 7 Interacti+e Aodel =sing Selectors 1. Start a new Xcelsius document, i needed. !. Im*ort t#e Exercise % Interacti&e ' Selectors.xls s*reads#eet into t#e new document. '. /rag and dro* a list $ox selector rom t#e com*onents $rowser to t#e can+as. ,. /rag and dro* a column c#art rom t#e com*onents $rowser to t#e can+as.

/AS01"AR/ /ESIGNER TRAINING

.age !, o ,,

2. Access t#e *ro*ert4 s#eet or t#e list $ox selector. Aa%e t#e title (<acilit4 Name) and $ind t#e la$els to cells A! t#roug# A11, w#ic# contain t#e acilit4 names. 5. "n t#e list $ox selector *ro*ert4 s#eet, select a data insertion t4*e o (Row). 1ind t#e source data to cells A' t#roug# 011, w#ic# contain t#e totals $4 acilit4 or eac# 4ear. 1ind t#e destination to cells A1' to 01', w#ic# are #ig#lig#ted in 4ellow on t#e wor%s#eet.

7. Access t#e *ro*ert4 s#eet or t#e column c#art. 1ind t#e title to cell A!, w#ic# reads (Total Incurred $4 <acilit4.) 1ind t#e su$title to cell A1', w#ic# will contain t#e selected acilit4 name. :. "n t#e column c#art *ro*ert4 s#eet, under t#e data area, select (14 Series.) Clic% t#e (E) to add a series to t#e list. 1ind t#e name o t#e series to cell A1', w#ic# will contain t#e selected acilit4 name. 1ind t#e +alues o t#e series to cells 11' t#roug# 01', w#ic# will contain t#e inancial data or t#e selected acilit4. 1ind t#e series categor4 la$els to cells 1! t#roug# 0!, w#ic# contain t#e iscal 4ears or t#e data.

/AS01"AR/ /ESIGNER TRAINING

.age !2 o ,,

;. .re+iew t#e model and ensure 4ou can select a acilit4 rom t#e list and #a+e t#at acilit4Hs in ormation dis*la4 on t#e c#art.

1?. Get out o *re+iew mode. Ao+e, align, and s*ace 4our com*onents as desired. 11. Resi>e t#e can+as, i desired. Aa%e an4 c#anges to t#e $ac%ground, colors, etc. as desired.

/AS01"AR/ /ESIGNER TRAINING

.age !5 o ,,

1!. .re+iew t#e model. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise 7 Interacti+e G Selectors.xl 9 and an ex*orted model o t#is exercise 8Exercise 7 Interacti+e G Selectors.sw 9 or 4our re erence. Note t#at 4ours ma4 di er rom t#e exam*le in loo% and eel de*ending on 4our c#oice o colors, t#emes, $ac%grounds, etc.

Exercise : Interacti+e Aodel =sing C#art /rill /own 1. Start a new Xcelsius document, i needed. !. Im*ort t#e Exercise ( Interacti&e Chart Drill Down.xls s*reads#eet into t#e new document. '. /rag and dro* a *ie c#art rom t#e com*onents $rowser to t#e can+as. ,. /rag and dro* a column c#art rom t#e com*onents $rowser to t#e can+as.

/AS01"AR/ /ESIGNER TRAINING

.age !7 o ,,

2. Access t#e *ro*ert4 s#eet or t#e *ie c#art. 1ind t#e title to cell A2, w#ic# reads (Total .aid $4 Store.) 1lan% out t#e su$title. 5. =nder t#e data area o t#e *ro*ert4 s#eet, $ind t#e +alues to cells N5 t#roug# N11, w#ic# contain t#e totals or t#e cities. 1ind t#e la$els to cells A5 t#roug# A11, w#ic# contain t#e cit4 names.

/AS01"AR/ /ESIGNER TRAINING

.age !: o ,,

7. Go to t#e drill down section o t#e *ie c#art *ro*ert4 s#eet. C#ec% (Ena$le /rill /own.) =nder insertion t4*e, c#oose (Row.) 1ind t#e source data to cells A5 t#roug# A11, w#ic# contain t#e cities and t#eir mont#l4 totals. 1ind t#e insertion to cells A! t#roug# A!, w#ic# is #ig#lig#ted in 4ellow on t#e s*reads#eet. :. Access t#e *ro*ert4 s#eet or t#e column c#art. 1ind t#e title to cell A2, w#ic# reads (Total .aid $4 Store.) 1ind t#e su$title to cell A!, w#ic# will contain t#e cit4 name o t#e selection rom t#e *ie c#art. ;. Clic% on t#e (14 Series) $utton under /ata. Clic% t#e (E) to add a series. 1ind t#e C +alues o t#e series to cells 1! t#roug# A!, w#ic# will contain t#e data or t#e selected cit4 rom t#e *ie c#art. 1ind t#e X categor4 la$els to cells 12 t#roug# A2, w#ic# contain t#e mont#s.

1?. .re+iew t#e model. 6#en 4ou #o+er o+er a *ie wedge, t#e model s#ould s#ow in ormation or t#at cit4. 6#en 4ou clic% on a *ie wedge, t#e column c#art s#ould c#ange to re lect t#at cit4Hs in ormation.

/AS01"AR/ /ESIGNER TRAINING

.age !; o ,,

11. Get out o *re+iew mode. Ao+e, align, and s*ace 4our com*onents as desired. 1!. Resi>e t#e can+as, i desired. Aa%e an4 c#anges to t#e $ac%ground, colors, etc. as desired. 1'. .re+iew t#e model. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise : Interacti+e C#art /rill /own.xl 9 and an ex*orted model o t#is exercise 8Exercise : Interacti+e C#art /rill /own.sw 9 or 4our re erence. Note t#at 4ours ma4 di er rom t#e exam*le in loo% and eel de*ending on 4our c#oice o colors, t#emes, $ac%grounds, etc.

/AS01"AR/ /ESIGNER TRAINING

.age '? o ,,

Exercise ; Interacti+e Aa* 1. Start a new Xcelsius document, i needed. !. Im*ort t#e Exercise ) Interacti&e *a+.xls s*reads#eet into t#e new document. '. /rag and dro* a =SA ma* 8t#e w#ole one, not continental9 rom t#e com*onents $rowser to t#e can+as.

/AS01"AR/ /ESIGNER TRAINING

.age '1 o ,,

,. Access t#e *ro*ert4 s#eet or t#e ma*. 1lan% t#e title. 1ind t#e region %e4s to cells 1; t#roug# 12;, w#ic# contain t#e state names. 2. 1ind t#e dis*la4 data to cells I; t#roug# D2;, w#ic# is #ig#lig#ted in 4ellow on t#e s*reads#eet and contain t#e data to dis*la4 on t#e ma*. 5. =nder data insertion, c#oose an insertion t4*e o (Row.) 1ind t#e source data to cells 1; t#roug# G2;, w#ic# contain t#e 4earl4 data or t#e states. 1ind t#e destination to cells 1' t#roug# G'. 6#en a user clic%s on a state, t#is area contains t#e data or t#e selected state. 7. .re+iew t#e model and ensure t#at w#en 4ou *ut t#e cursor o+er a state, t#at stateHs data a**ears.

:. Get out o *re+iew mode. /rag and dro* a column c#art to t#e can+as. Cou ma4 want to resi>e 4our com*onents to $etter it t#e can+as. ;. Access t#e *ro*ert4 s#eet or t#e column c#art. 1ind t#e title to cell 12GD2 8merged into a single cell9, w#ic# contains (6or%ers Com*ensation Claims.) 1ind t#e su$title to cell 1', w#ic# will contain t#e name o t#e selected state on t#e ma*. 1?. =nder data, select t#e (14 Series) o*tion. Clic% t#e (E) to add a series 8Series 19. 1ind t#e name to cell 1', w#ic# will contain t#e name o t#e selected state on t#e ma*. 1ind t#e +alues to cells C' t#roug# G', w#ic# will contain t#e 4earl4 totals or t#e state selected on t#e ma*. 1ind t#e categor4 la$els 8X9 to cells C: t#roug# G:, w#ic# contain t#e 4ears. 11. .re+iew t#e model and ensure t#at w#en 4ou clic% on a state, t#at stateHs data a**ears in t#e column c#art.

/AS01"AR/ /ESIGNER TRAINING

.age '! o ,,

1!. Access t#e ma*Hs *ro*ert4 s#eet and go to t#e alerts area. Ena$le alerts. C#oose to alert as a *ercentage o target. In t#e $ox next to (As *ercent o target,) $ind to cells F; t#roug# A2;, w#ic# contain t#e target +alues or t#e alert. =nder alert t#res#olds, ma%e t#e irst range minimum to ;?J, t#e second range ;? 1??J and t#e t#ird range 1??J to maximum. Ensure under color order t#at low +alues are good.

/AS01"AR/ /ESIGNER TRAINING

.age '' o ,,

1'. .re+iew t#e model. Cou s#ould #a+e (sto*lig#t) color coding o all states, $e a$le to loat 4our cursor o+er a state and see t#at stateHs total, and clic% a state to #a+e t#e stateHs detailed data s#ow on t#e column c#art.

1,. Get out o *re+iew mode. Ao+e, align, and s*ace 4our com*onents as desired. 12. Resi>e t#e can+as, i desired. Aa%e an4 c#anges to t#e $ac%ground, colors, etc. as desired. 15. .re+iew t#e model. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise ; Interacti+e Aa*.xl 9 and an ex*orted model o t#is exercise 8Exercise ; Interacti+e Aa*.sw 9 or 4our re erence. Note t#at 4ours ma4 di er rom t#e exam*le in loo% and eel de*ending on 4our c#oice o colors, t#emes, $ac%grounds, etc.

/AS01"AR/ /ESIGNER TRAINING

.age ', o ,,

Exercise 1? /4namic &isi$ilit4 1. !. '. ,. Start a new Xcelsius document, i needed. Im*ort t#e Exercise ,- D"na.ic /isi0ilit".xls s*reads#eet into t#e new document. /rag and dro* a la$elG$ased menu selector rom t#e com*onents to t#e can+as. Access t#e *ro*ert4 s#eet or t#e menu and $ind t#e la$els to cells 0! t#roug# 0,, w#ic# contain t#e la$els. Ensure t#e insertion t4*e or data insertion is (.osition.) 2. 1ind t#e data insertion destination to cell D!, w#ic# is #ig#lig#ted in 4ellow on t#e wor%s#eet and la$eled as t#e d4namic +isi$ilit4 status.

/AS01"AR/ /ESIGNER TRAINING

.age '2 o ,,

5. Add t#ree column c#arts to t#e can+as. Align t#ese so t#e4 are one on to* o t#e ot#er. TI.@ /rag and dro* t#ese so t#e4 are staggered on t#e can+as, ma%ing it eas4 to clic% on eac# as 4ou wor%.

7. Select one o t#e c#arts 8an4 o t#em9 and access t#e *ro*ert4 s#eet. 1ind t#e title to cell A1, w#ic# contains (Total .aid $4 Region.) 1ind t#e su$title to cell A', w#ic#

/AS01"AR/ /ESIGNER TRAINING

.age '5 o ,,

contains (East.) 1ind t#e data to cells A, t#roug# <7, w#ic# contains t#e total *aid igures or eac# t4*e o claim $4 4ear. :. "n t#e $e#a+ior area o t#e *ro*ert4 s#eet, under d4namic +isi$ilit4, $ind t#e status to cell D!, w#ic# is #ig#lig#ted on t#e s#eet in 4ellow. In t#e d4namic +isi$ilit4 %e4, manuall4 enter (1) t#is corres*onds to t#e irst selection, w#ic# is East.

;. Select t#e second c#art and re*eat t#is *rocess, $inding t#e c#art to t#e in ormation or t#e Central region. =nder d4namic +isi$ilit4, $ind t#e status to t#e same cell D! as t#e *re+ious c#art $ut enter t#e %e4 as (!) instead. 1?. Select t#e t#ird c#art and re*eat t#is *rocess, $inding t#e c#art to t#e in ormation or t#e 6est region. =nder d4namic +isi$ilit4, $ind t#e status to t#e same cell D! as t#e *re+ious c#art $ut enter t#e %e4 as (') instead.

/AS01"AR/ /ESIGNER TRAINING

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11. Select all t#e c#arts 8use S0I<T9 and ensure t#e4 are all t#e same si>e $4 using <ormat - Aa%e Same Si>e - 1ot#. 1!. 6it# all c#arts still selected, use <ormat - Align - To* and <ormat - Align - Center and inall4 <ormat - Center in Can+as - 1ot# to get all t#e c#arts lined u* on to* o eac# ot#er. 1'. Re*osition t#e selector as desired. 1,. .re+iew t#e model. Ensure t#at w#en 4ou clic% on t#e +arious regions t#e c#art c#anges to re lect t#e correct one.

/AS01"AR/ /ESIGNER TRAINING

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17. Get out o *re+iew mode. Ao+e, align, and s*ace 4our com*onents as desired. 1:. Resi>e t#e can+as, i desired. Aa%e an4 c#anges to t#e $ac%ground, colors, etc. as desired. 1;. .re+iew t#e model. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise 1? /4namic &isi$ilit4.xl 9 and an ex*orted model o t#is exercise 8Exercise 1? /4namic &isi$ilit4.sw 9 or 4our re erence. Note t#at 4ours ma4 di er rom t#e exam*le in loo% and eel de*ending on 4our c#oice o colors, t#emes, $ac%grounds, etc.

/AS01"AR/ /ESIGNER TRAINING

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Exercise 11 .utting it All Toget#er Cou wor% or a #ealt#care organi>ation. Cou #a+e $een as%ed to design a +isuali>ation t#at answers t#e ollowing Kuestions@ 0ow are t#e num$ers o mont#l4 incidents related to t#e num$ers o mont#l4 admissionsL 0ow man4 t4*es o eac# %ind o incident are we #a+ing eac# mont#L 0ow do our actual mont#l4 incidents loo% com*ared to our goal or mont#l4 incidentsL 6#at does our mont#l4 *artici*ation in sa et4 training sessions loo% li%eL "+erallL 14 de*artmentL 14 #os*italL 0ow does our actual sa et4 training *artici*ation eac# mont# loo% com*ared to our goal or mont#l4 sa et4 training *artici*ationL T#e s*reads#eet or t#is exercise is alread4 constructed. Cou will ind it in t#e *artici*ant resources as Exercise ,, 1$tting It !ll 2ogether.xls. =se w#at 4ou #a+e learned to design and $uild a model t#at answers t#e Kuestions listed a$o+e. A sam*le solution ile 8Exercise 11 .utting It All Toget#er.xl 9 and sam*le ex*orted model 8Exercise 11 .utting It All Toget#er.sw 9 or t#is exercise are included in t#e *artici*ant resources. T#ese are sam*les onl4. T#ere are numerous wa4s t#is +isuali>ation can $e designed and im*lemented. Cours will not matc# t#e sam*le *ro+ided. Exercise 1! Connected &isuali>ation +ia Existing 6e$ Ser+ice NOTE: This exercise uses a free, available web service that includes a WSDL URL. The web service si !l" returns a list #f !ri e nu bers u! t# a nu ber s!ecified b" the user as in!ut. $ecause this exercise relies #n a free, n#n%&S& web service that &S& has n# c#ntr#l #ver, it is !#ssible f#r this service t# bec# e in#!erative at an" ti e. 1. Start a new Xcelsius document, i needed. !. Im*ort t#e Exercise ,2 Connected Existing We0 Ser&ice.xls s*reads#eet into t#e new document. '. Co*4 t#e =RF in cell G: so t#is is a+aila$le on t#e cli*$oard. ,. Go to /ata - Connections.

/AS01"AR/ /ESIGNER TRAINING

.age ,? o ,,

2. Clic% t#e (Add) $utton. C#oose (6e$ Ser+ice Connection) rom t#e list.

5. =nder (Name,) call t#e connection (.rime Num$ers.) =nder (6S/F =RF) *aste t#e =RF 4ou *re+iousl4 co*ied to t#e cli*$oard. 7. Clic% t#e (Im*ort) $utton to access t#e =RF and im*ort t#e in*ut and out*ut ields.

/AS01"AR/ /ESIGNER TRAINING

.age ,1 o ,,

:. =nder (In*ut &alues,) clic% on t#e ield called (max.) T#e (Read<rom) ield s#ould ena$le. Clic% t#e icon next to t#e Read<rom ield and $ind t#e ield to cell A1, w#ic# is la$eled as (=ser Selection) and #ig#lig#ted in 4ellow on t#e wor%s#eet. T#is tells t#e data connection t#at t#e in*ut needed $4 t#e we$ ser+ice will $e in cell A1. ;. =nder ("ut*ut &alues,) clic% on t#e ield called (Get.rimeNum$ersResult) and t#en clic% on t#e icon next to t#e (InsertIn) ield, $inding t#is to cell A,, w#ic# is la$eled as (Returned .rime Num$ers) and #ig#lig#ted in $lue on t#e wor%s#eet. T#is tells t#e data connection t#at t#e out*ut *ro+ided $4 t#e we$ ser+ice s#ould $e *laced in cell A,.

/AS01"AR/ /ESIGNER TRAINING

.age ,! o ,,

1?. Go to t#e (=sage) ta$ o t#e /ata Connection window. =nder (Re res# on Trigger,) $ind t#e (Trigger Cell) to cell A1 in t#e wor%s#eet. Ena$le t#e (6#en Cell =*dates) o*tion.

11. Clic% t#e (Close) $utton to close t#e /ata Connection window. T#is com*letes t#e data connection t#e s*reads#eet is now lin%ed to li+e data on t#e Internet. T#is li+e data can now $e used in 4our model.

/AS01"AR/ /ESIGNER TRAINING

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1!. /rag and dro* a Fist 1ox selector to t#e can+as. Aa%e t#e title or t#e list $ox (Select Cour Aaximum /esired .rime Num$er.) Access t#e *ro*ert4 s#eet or t#e selector and $ind t#e la$els to cells A: t#roug# A11, w#ic# are la$eled as (Selector Fa$els) on t#e wor%s#eet. 1'. "n t#e selector *ro*ert4 s#eet, under data insertion, c#oose an insertion t4*e o (&alue.) 1ind t#e data insertion source data to cells /: t#roug# /11, w#ic# are la$eled as (Selector &alues) on t#e wor%s#eet. 1ind t#e data insertion destination to cell A1, w#ic# is la$eled as (=ser Selection) and #ig#lig#ted in 4ellow on t#e wor%s#eet.

1,. /rag and dro* a +alue com*onent 8under Single &alue9 to t#e can+as. Access t#e *ro*ert4 s#eet or t#e +alue com*onent and $ind t#e data to cell A, t#e returned *rime num$ers. 12. .re+iew t#e model. Ensure t#at w#en 4ou clic% on an o*tion in t#e list, t#e dis*la4ed list o *rime num$ers c#anges to re lect 4our c#oice. TI.@ It ma4 ta%e a ew seconds or t#e list o num$ers to a**ear $ased on 4our c#oice.

/AS01"AR/ /ESIGNER TRAINING

.age ,, o ,,

15. Get out o *re+iew mode. 17. /rag and dro* a la$el com*onent 8under Text9 to t#e can+as. Access t#e *ro*ert4 s#eet or t#e la$el com*onent and manuall4 t4*e in a title o (Returned Fist o .rime Num$ers.) 1:. Ao+e, align, and s*ace 4our com*onents as desired. 1;. Resi>e t#e can+as, i desired. Aa%e an4 c#anges to t#e $ac%ground, colors, etc. as desired. !?. .re+iew t#e model. T#e *artici*ant resources ile contains $ot# a solution ile 8Exercise 1! Connected Existing 6e$ Ser+ice.xl 9 and an ex*orted model o t#is exercise 8Exercise 1! Connected Existing 6e$ Ser+ice.sw 9 or 4our re erence. Note t#at 4ours ma4 di er rom t#e exam*le in loo% and eel de*ending on 4our c#oice o colors, t#emes, $ac%grounds, etc.