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Applies to:
SAP BI 7.0 system BO XI 3.1 Xcelsius 2008 5.2.0.0. Please visit the SAP BusinessObjects Community page.
Summary
The paper describes the best practices to be taken while creating an Xcelsius dashboard connected with
SAP. The connectivity path chosen is Query as Web Services.
Author Bio
Gaurav Kanungo works with Deloitte Consulting. He has approximately three years of
experience in SAP Business Intelligence 7.0 and BusinessObjects tools.
Table of Contents
Introduction ................................................................................................................................................... 3
Business Case .......................................................................................................................................... 3
Connectivity Model .................................................................................................................................... 3
Brief Categorization of the important phases .............................................................................................. 3
Data Model design ........................................................................................................................................ 3
Dashboard Front End (Canvas) Design ......................................................................................................... 4
Dashboard Excel Design ............................................................................................................................... 5
SAP BI-Xcelsius connectivity ......................................................................................................................... 6
Conclusion .................................................................................................................................................... 6
Related Content ............................................................................................................................................ 7
Disclaimer and Liability Notice ....................................................................................................................... 8
Introduction
The paper describes the best practices to be followed to create a template for an SAP BI- Xcelsius
Implementation project. It is based on our first project experience on BusinessObjects Xcelsius. I tried to
incorporate most of the aspects regarding the dashboard like optimization, aesthetics, and standards. Above
all, as the final aim was to create a template, it had to be built in such a way that the replication process is
smooth so that other team members can create their versions in minimum time and uniformly.
As all these aspects are case dependent, they may vary between projects. The paper focuses primarily on
the process aspects and not a deep dive into the technical aspects.
Business Case
The dashboard is all about highly aggregated KPIs being compared in various scenarios. A trend analysis
arrow compares the current period value of KPI with previous period. A traffic light indicator compares the
current KPI value with a set of threshold values to judge them being good or bad. A simple bar chart shows
the historical period values for the KPI.
Connectivity Model
Query As
SAP BEx
BO Universe Web Xcelcius
Query
Services
So managing the space and using multiple functionality components was a challenge. For example, the Icon
button seen in the above figure acts as a button to open a chart as well as an traffic light Indicator for the
KPI.
Uses of different excel sheets as per different mapping scenarios -- It implies neatness and gives more
space for future expansions.
Use of headings and comments with proper description -- A brief description of what the formula or a
particular Row/Column implies, is a good practice and helpful for your team to avoid blindly following the
steps while replicating the dashboard.
Use of Excel formatting -- As and when required, if the component using that value does not provide a
feature for a particular format.
Canvas - Excel Sheet address mapping -- Referencing a particular value to a component is easier if u
provide a simple address (a number or an alphabet combination) to the combination, in case you have
similar components referring certain cells.
Data range considerations -- Populating more than 5000 rows is definitely a restriction and the
performance is inversely proportional to the number of rows populated. It is more of a data model design
consideration.
Horizontal and Vertical scaling -- Keep ample amount of space for future expansions. It looks very obvious
but sometimes become a pain point if not accounted for.
The more you work on optimizing the formulas, the more you avoid the cumbersome manual work to
replicate the dashboard and eventually less mistakes.
Conclusion
Xcelsius being a creative tool cannot be implemented as a step-by-step approach or just following a set of
guidelines. The idea is proper planning and keeping certain bare minimum checks.
Related Content
Please visit the SAP BusinessObjects Community page.