Xcelsius 2008

User Reference Manual
Xcelsius 2008
iTree Consulting Private Limited
Copyright iTree Consulting Pvt. Ltd.| All rights reserved
Contents 1. Introduction .............................................................................................................................................. 3
2. Getting Started with Crystal Xcelsius 2008 ............................................................................................... 4
3. Working with Chart Component ............................................................................................................... 7
4.Dynamic Visibility ..................................................................................................................................... 12
5.Working with Selector ............................................................................................................................. 14
6. Working with Single Value Components................................................................................................. 16
7. Working with Maps, Text, Arts n Background and Other Components ................................................. 17
8. Other Components ................................................................................................................................. 20
9. Working with Live Office ......................................................................................................................... 33
Copyright iTree Consulting Pvt. Ltd.| All rights reserved.
June 2009.
1. Introduction
Xcelsius is a Dashboarding tool which provides visualization power to your business data. Xcelsius is more powerful because it is based on Microsoft Excel. Xcelsius has ability to provide What-If-Analysis for better decision making.
June 2009.
2. Getting Started with Crystal Xcelsius 2008

Start Crystal Xcelsius 2008 and you will find the screen as shown consisting Canvas, & Excel. As specified on standard tool-bar you can have view to only canvas or excel or both, save .xlf file, increase or decrease the size of canvas as required, preview visualization. From Export tool bar, you have variety of export options like Excel, PDF, PPT, and SWF & even to BOE. You have THEMEs tool-bar to apply various themes and colors to visualization. Format toll-bar is used to bring your components in front or back, center horizontally, vertically and both, align top or bottom.
Click on View- Components to see list of all available components. You have tree list for Charts, Containers, Selectors, Single Value, Maps, Test, Other, Art and Background and Web Connectivity. All components can be viewed in Category, Tree or List mode. Cock on View- Object Browser to see all components placed on canvas as object. You can set properties for each object like name, group, visible or not in non-preview mode.
June 2009.
When you open Xcelsius by default blank Excel is also embedded. If you have any other Excel spreadsheet then you can also import it from Data-Import or from Import Spreadsheet option from Standard tool-bar. You have also option of import from Enterprise and even exporting embedded Excel.
June 2009.
June 2009.
3. Working with Chart Component

General Tab:1. 2. 3. 4. 5. 6. 7. 8. Expand the Chats tree from component panel. Select Column chart from list and drag it to Canvas. Double click chart to open its property or right click component & select property. Give chart title and subtitle. Specify category axis name as required. From Data, select range for chart either in row or column. Way you select range, series is created. You can specify name value for series. Specify secondary axis if required. Finally visualization will look like below.
June 2009.
Drill-Down Tab:1. 2. 3. 4. 5. 6. 7. Enable drill down by checking it. Give the series name destination. Select insert option as row from drop-down. Select source data and destination for series to be drilled. Select insertion option as either on mouse-click or mouse-over. If you have multiple series then you can specify default series selection and item. Place the grid component from others tree and select destination cells specified for data insertion for the grid. 8. Now preview the visualization and select different cities which are displayed on grid. 9. Drill is logical. If you have drill oriented data then you can design it as per you logical deployment.
June 2009.
Behavior Tab:Common:1. Select blank cell options from Ignore end blanks. It allows to ignore cell ranges with empty data in series and values. 2. You can enable Run-time tools which includes Focus button, Reset Scale button and Scale behavior option at run time. 3. Set the dynamic visibility as required. Scale:- From scale tab you can set scale limit either manual or automatic as well as Yaxis scale to either linear or logarithmic. You can also set divisions. Animations and Effect Tab:- It allows to set Data Animation and entry effect with time.
June 2009.
Appearance Tab:1. 2. 3. 4. Appearance tab is used to give good cosmetics to you visualization. You can set Layout for chart like chart area, plat area, title area, and legend. From series tab you can specify column color, its size and transparency. Axis tab is used enable or disable vertical and horizontal axis as well as Horizontal grid lines for major and minor gridlines. 5. Text tab allows changing of font, size and color of chart title, subtitle, horizontal and vertical axis label, legend and setting number format. 6. Colors tab allows changing of background color, and vertical gridline appearance.
June 2009.
Alert Tab:1. Alert tab is used to set alert for each series. In the following graph if the revenue is under 210 Rs mn then city is Red, if between 210 to 235 then yellow and anything above 235 is green. 2. Alert can be created based on target percent or value based. Specify the same in enable alert check box. 3. Select range for alert values as per business logic and specify colors which can be customized. 4. Specify alert color hierarchy as low values or high values are good. Finally, graph will look like below.
June 2009.
4.Dynamic Visibility
1. Dynamic visibility is very important concept in Xcelsius. It is used to show or hide component at run time. 2. To make it possible we insert some value in excel cell then depending upon the status of the cell component is shown or hidden. 3. We have different insert option like: Position Label Value Row Column Status List Filtered Row All insert option works with blank excel cells. 4. If you insert by Position, then the actual numbers starting from 1 is inserted to the specified cell destination. E.g. for list box selector if you have 5 items in it then for each selection numbers from 1 to 5 is inserted. Say for 3rd item number 3 is inserted. 5. If you insert by Label, then actual string of the selector is inserted to specified cell destination. E.g. for Label based menu selector if you have three labels named Mumbai, Delhi & Chennai then for respective selection of button actual string is inserted. Say for selection of Mumbai, actual text Mumbai is inserted. 6. If you insert by value, you need to select source data from excel and then specify cell destination. E.g. if you have combo box as selector with three items then you select any three cells as range having data 12,34,56. For selection of first item value 12 is inserted to destination. For second and third selection respective values 34 and 56 is inserted to destination. It works with any cell values. 7. If you insert by Row, you need to select source data from excel sheet and specify destination as blank excel row. E.g. if you have spreadsheet table as selector then specify source data for table to insert value by row. On selection of individual row from table respective row from selected source data is inserted to destination row.
June 2009.
8. If you insert by Column, you need to select source data from excel sheet and specify destination as blank excel column. E.g. if you have list view as selector then select source data for list view component to insert value by column. Say list view has three items and source data contains three columns then on selection of first item first column is inserted. For the rest of the items respective column is inserted. 9. If you insert by Filtered Row, then the scenario is same as insert by row but it inserts data by filtering it. 10. If you insert by status list, it inserts 1 for selected item and 0 for unselected. E.g. if you have Fish eye as selector with tree items then select three cells as destination. For first selected item value 1 is inserted to first cell and 0 in inserted in two other cells. If item 2 is selected then value 1 is inserted in second cell and value 0 is inserted in first and third cell. Same combination happens when third item is selected.
After setting insert option for selector component or for drill with chart go to the components Behavior tab. There is Dynamic Visibility option. You have status, select excel cell specified as destination for insert option. In the key, specify appropriate value or select appropriate cell range to satisfy condition.
June 2009.
5.Working with Selector

Expand the selector Tree pan to see all selectors list. Select label based menu as selector from the list and drag it to canvas. Select Line chart, Column chart and Bar chart as label for Label based menu. On the General tab from Data insertion select position as insert option. In the destination specify A1 as destination. Create three charts: Line, Column, Bar. Go to the behavior tab of each chart. In the Dynamic visibility, specify A1 as status from Excel. For Line chart give value 1 as key, 2 for Column chart and 3 for Bar chart.
In the preview mode it will look like below.
June 2009.
Other Selector Components:
The commonly used components are: 1. Double Filter, 2. Fisheye Component, 3. Accordion Menu, 4. Radio Button, 5. List Builder, 6. List Box, 7. Check Box, 8. Toggle Button, 9. Play Selector; etc Each selector component has different impact for selection. Every selector has Behavior, Appearance and Alert tab which functions same as graph. Some differences are there like default item selection etc. Some selectors has not all the insert options like Spreadsheet table has only position and row as insert option. As its name specifies, selector component is used to provide selection.
June 2009.
6. Working with Single Value Components

Some of the commonly used components are:
1. 2. 3. 4. 5. 6.
Dual Slider, Dials, Gauges, Horizontal/Vertical Sliders, Spinner, Play Button; etc
Single Value Components, as the name signifies, are used to pass a single value to the dependent component (i.e. Charts, Pie Charts etc). These components are mainly used by the user to insert value according to which the result set would change in various components which are dependent on such input. The above mentioned dependency is created in the xcelsius oriented excel sheet.
June 2009.
7. Working with Maps, Text, Arts n Background and Other Components
Maps
These components are mainly for Region wise selection of Data representation. There are a couple of default maps provided by Crystal Xcelsius that can be used to enhance your dashboard. The functionality of every map remains the same in accordance General, Behavior, Appearance and Alerters Tab remains the same.
Text
It contains components such as Label, Input Text and Input Text Area which can be used as per requirement.
Copyright iTree Consulting Pvt. Ltd.| All rights reserved. June 2009.
June 2009.
Arts and Background

Background components mainly contain look and feel components such as various Backgrounds, Vertical & Horizontal Lines, ellipse, rectangle and Image Component. Image component is used to add images to the Dashboard such as a logo or any other pictorial file. The Image component will import the picture into Xcelsius and once imported then the picture is embedded in the xlf file and will not having any relation with the file saved on the local disks.
June 2009.
8. Other Components
Other components contain many important components that can be used in various scenarios according to the needs and requirement of the users. Every component has a distinct functionality catering to the requirement. 1. Calendar 2. Local Scenario Button 3. Trend Icon 4. History 5. Panel Set 6. Source Data 7. Trend Analyzer 8. Print Button 9. Reset Button 10. Grid
Calendar:
It can be used in day to day activity. Components Others Calendars. Data insertion: Use the options in this section to define how the Calendar component will behave when a selection is made. Insert Type: Use this option to specify the type of data (Day or Date) that is inserted when a selection is made. Destination: Use this option to select the cell into which the Day or Date from the calendar will be inserted. Month Destination / Year Destination: Click the cell selector button to select a cell for the Month and/or Year of the date selected on the Calendar to be inserted into.
June 2009.
June 2009.
Local Scenario Button:
Using this control we can save a particular scenario. This particularly comes into use in case of drill down reports.
June 2009.
Trend Icon
The value of the Data parameter determines which icon is displayed for the component: If the value of Data is greater than 0, the component displays an up arrow. If the value of Data is less than 0, the component displays a down arrow. If the value of Data is equal to 0, the component displays a neutral symbol.
June 2009.
History
Data Use the cell selector button to select the cell that contains the data you want to track. Insertion Options Data Destination. Use the cell selector button to specify the cell(s) that the history data will be inserted into. Select the freqency of the cell tracking: o When Value Changes. The cell history will be recorded each time the value in the cell changes. o On Interval. The cell history will be recorded at scheduled intervals.
June 2009.
Panel Set
Use the Panels list to select a panel to link content to. The options selected in the Content section will apply only to the highlighted Panel in the Panels list. Content Type
Embedded JPEG or SWF Use the Embedded option to link SWF files or JPEGs to the Panel directly from your computer or a network location. Click the Import Button to open a dialog box for the Panel, click the Click to Add Images button to open a second dialog box which allows you to navigate to the desired file that will be embedded in the component.
June 2009.
By URL Use the By URL option to enter the URL location for the JPEG or SWF files that you want to link to the panel. The URLs box is only available if the Content Type selected is By URL. You can use the manual edit button or the cell selector button to point the component to one or more URLs. Click the manual edit button to type in the URLs manually. Click the cell selector button to link the URLs to cells in the spreadsheet.
None Use this option to leave the selected panel empty.
Drop-Down Menu Labels Use Drop-Down Menu Labels to add labels to the content in the selected Panel. If you use the manual edit button you can type in the labels manually. If you select the cell selector button, you can link the labels to cells in your spreadsheet.
June 2009.
Source Data:
Insertion Type Select the Insertion Type from the dropdown list. Value Select this option to have the selected items value inserted in the target cell Row Select this option to have the selected items corresponding row data inserted in the target range Column Select this option to have the selected items corresponding column data inserted in the target range
June 2009.
Grid:
Enable Interaction Check Enable Interaction to enable runtime manipulation of the values in the grid. Mouse Sensitivity Use this setting to determine how sensitive the value of the component is to pointer movements. Scroll Behavior Use the Scroll Behavior options to specify how users will adjust the values of the component. o Auto o Manual
June 2009.
Trend Analyzer
Use the cell selector button to select the range of cells that contains the data you want to analyze. Trend/Regression Type
Use Best Fit Use this option to have Xcelsius 2008 determine the appropriate analysis type.
Select a Type Use this option to select the analysis type: o Linear
June 2009.
o Logarithmic o Polynomial o Power o Exponential o Order This option is only available when the Trend Type: Polynomial is selected.
Insertion Options
Analyzed Data Destination Use the cell selector button to select the spreadsheet destination range for the analyzed data. The spreadsheet cells must be empty.
More Options Use these options to insert additional analysis information in the spreadsheet
June 2009.
Print:
Print Scale Scale To: Enter a value in the text box to manually set the scale.
Scale to Fit Page Select this option to scale the print version of the visualization to the paper size
June 2009.
Reset:
Use to reset the values of components.
June 2009.
9. Working with Live Office
How to Use Live Office

Overview:
With Business Objects Live Office you can import data from Crystal reports, OLAP reports, and Business Views into Microsoft Office. This process is known as inserting a View. The source Crystal reports, OLAP Intelligence reports, and Business Views must already be published to Business Objects Enterprise. To import data, you must have the appropriate rights for the published objects.
Logging on to the Business Objects Enterprise
Go to Live Office OptionsEnterprise Tab User Name Password Web Service URL: http://severname:portno/ dswsbobje/services/session System Authentication
Click Log On.
June 2009.
Importing Web Intelligence Document.

Go to Live OfficeInsertWeb Intelligence Content.
June 2009.
Select the report from the specific folder.
Click Next -> Click Finish
June 2009.
Refreshing Live Office Objects

Go to Live OfficeRefresh all objects
Inserting Prompt
Go to Live Office Properties for all objects
June 2009.
Select the document. -> Then go to Prompt Tab.
Click on Prompt Values.
June 2009.
Select the Radio Button Choose Excel Data Range to bind the prompt in Excel Sheet.
Select any blank cell -> Click Ok.
June 2009.
Note: Web Intelligence Document should have a prompt.
Importing Crystal Report using Live office. (Same as Web Intelligence Document.) Importing Web Intelligence Document using New Query option.
Go to Live OfficeInsert New Query.
June 2009.
Select the universe.
Drag the required objects into the query panel.
June 2009.
Click Next. -> Click Finish.
June 2009.

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User Reference Manual

Contents 1. Introduction .............................................................................................................................................. 3

2. Getting Started with Crystal Xcelsius 2008 ............................................................................................... 4

3. Working with Chart Component ............................................................................................................... 7

4.Dynamic Visibility ..................................................................................................................................... 12

5.Working with Selector ............................................................................................................................. 14

6. Working with Single Value Components................................................................................................. 16

8. Other Components ................................................................................................................................. 20

9. Working with Live Office ......................................................................................................................... 33

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

2. Getting Started with Crystal Xcelsius 2008

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

3. Working with Chart Component

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

5.Working with Selector

In the preview mode it will look like below.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Other Selector Components:

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6. Working with Single Value Components

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

7. Working with Maps, Text, Arts n Background and Other Components

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Arts and Background

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Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Local Scenario Button:

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None Use this option to leave the selected panel empty.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

9. Working with Live Office

How to Use Live Office

Logging on to the Business Objects Enterprise

Click Log On.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Importing Web Intelligence Document.

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Select the report from the specific folder.

Click Next -> Click Finish

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Refreshing Live Office Objects

Copyright iTree Consulting Pvt. Ltd.| All rights reserved.

Select the document. -> Then go to Prompt Tab.

Click on Prompt Values.