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© 2011 SAP AG SAP Crystal Dashboard Design SAP UA Version: 1.1 Author: Sonja Hecht, UCC Munich Abstract This module provides an introduction on the topic.

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Presentation on theme: "© 2011 SAP AG SAP Crystal Dashboard Design SAP UA Version: 1.1 Author: Sonja Hecht, UCC Munich Abstract This module provides an introduction on the topic."— Presentation transcript:

1 © 2011 SAP AG SAP Crystal Dashboard Design SAP UA Version: 1.1 Author: Sonja Hecht, UCC Munich Abstract This module provides an introduction on the topic dashboard design using SAP Crystal Dashboard Design. Product SAP Crystal Dashboard Design, personal edition Level Undergraduate Beginner

2 Dashboard Design Introduction SAP University Alliances Page 2 © 2011 SAP AG Agenda I Introduction SAP Crystal Dashboard Design overview Creating the first dashboard

3 Dashboard Design Introduction SAP University Alliances Page 3 © 2011 SAP AG Dashboard definition A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance (Few, 2004)

4 Dashboard Design Introduction SAP University Alliances Page 4 © 2011 SAP AG Example of a spreadsheet Source:

5 Dashboard Design Introduction SAP University Alliances Page 5 © 2011 SAP AG Example of a dashboard Source:

6 Dashboard Design Introduction SAP University Alliances Page 6 © 2011 SAP AG Other dashboard examples Standard income statement Highlights a new way of presenting typical income statements By selecting a region from a map, the viewer can see its P&L and net income trend over the last six quarters and compare it with the target values Daily executive report Summarizes the daily status of a hospitality company's key performance indicators across different locations Gives the executive an interactive view of the daily and monthly metrics Source:

7 Dashboard Design Introduction SAP University Alliances Page 7 © 2011 SAP AG Source: adapted from Few (2006), p. 124 ff MediumDescriptionExample GraphsVisualize quantitative data, e.g. one single key measure or data series ImagesUseful if images provide additional information IconsVisualization of alerts or status (e.g. on/off) Drawing objects Arrange and connect different elements on the dashboards, e.g. to visualize processes or hierarchical relationships between elements TextUsed for labels or to report single measures on the dashboard USD OrganizersArrange related business information, e.g. as tables or geographically in maps Display media for dashboards

8 Dashboard Design Introduction SAP University Alliances Page 8 © 2011 SAP AG Evolution of Dashboards First Generation Second Generation Third Generation Display: Simple Lamps Function: -Indication of engine issues Display: Simple Charts Function: -Simple monitoring of some business areas Display: - Lamps - Gauges - Odometers Function: - Indication of engine issues - Measure fuel, etc. - Measure speed, distance Display: - Advanced Charts - Gauges & Indicators - Tables Function: - Advanced monitoring - Drill down to analyze - Monitor key metrics Display: - Lamps - Gauges - Odometers - GPS Function: - Indication of engine issues - Measure fuel, speed, dist. - Show route & destination Display: - Advanced Charts - Gauges & Indicators - Tables - Scorecards - Strategy Maps Function: - Advanced monitoring - Drill down to analyze - Monitor key metrics - Monitor tactics - Monitor strategy Evolution of Automobile Dashboards versus Business Dashboards : Automobile DashboardsBusiness Dashboards Adapted from Rasmussen/Bansal/Chen (2009), p.5

9 Dashboard Design Introduction SAP University Alliances Page 9 © 2011 SAP AG Dashboard types I Strategic Dashboards Used by executives Quick overview on the health of the business, including major high-level measures Few information, simple display mechanisms, static snapshots Analytical Dashboards Used by analysts Support interaction with data, e.g. drill-down Complex data, sophisticated display mechanisms, static snapshots Operational Dashboards Used to monitor operations Support alerting for critical events, interaction with data Detailed data, simple and clear display mechanisms, real-time data Source: (Few 2006, p )

10 Dashboard Design Introduction SAP University Alliances Page 10 © 2011 SAP AG Layers of information Top Layer Middle Layer Bottom Layer Summarized Graphical View Purpose: Monitor key performance metrics Display: Graphical indicators, numbers, text Technology: Dashboards, scorecard, portals Multidimensional View Purpose: Explore information from multiple dimensions Display: Interactive charts and tables Technology: OLAP, interactive reports Detailed Reporting View Purpose: Examine details before taking action Display: Table or report in separate window Technology: Operational reports, data warehouse queries Source: Eckerson (2006), p. 15

11 Dashboard Design Introduction SAP University Alliances Page 11 © 2011 SAP AG Dashboard types II Dashboard versus Portal Portal = Focus on the integration of different contents under one user interface Dashboard = Focus on the compression of important facts and figures on one single screen Dashboard versus Scorecard A scorecard is a specific dashboard including Key Performance Indicators (KPIs), usually used on a strategic level

12 Dashboard Design Introduction SAP University Alliances Page 12 © 2011 SAP AG The New Intelligence Platform of SAP SAP Crystal Dashboard Design (formerly Xcelsius) is the flagship product for dashboarding and visualization Rapid development of dashboards by drag and drop Replacing SAP Bex Web Application Designer Connectivity through XML and webservice connectors Source: (SAP AG 2009) Please check sdn.sap.com for latest version

13 Dashboard Design Introduction SAP University Alliances Page 13 © 2011 SAP AG Agenda Introduction SAP Crystal Dashboard Design overview Creating the first dashboard

14 Dashboard Design Introduction SAP University Alliances Page 14 © 2011 SAP AG SAP Crystal Dashboard Design overview Building dashboards for different purposes and different hierarchical levels or functions, including dynamic charts and graphs, data presentations and visual what-if scenarios Data presentation is based on Adobe Flash, export to different applications including PowerPoint, Acrobat 9, Adobe AIR, Adobe Flash, HTML, Business Objects Platform Dashboards use static data from Microsoft Excel spreadsheet models or live corporate data sources linked using various connectors Available connectors: Query as a Web Service (QaaWS), Web Service Connections, XML Data Connections, Excel XML Map, Live Office,…

15 Dashboard Design Introduction SAP University Alliances Page 15 © 2011 SAP AG The Workspace Embedded Spreadsheet Object Browser Component Browser Canvas Area Properties Panel

16 Dashboard Design Introduction SAP University Alliances Page 16 © 2011 SAP AG Design time & Run time XMLRDBMS OLAP Spreadsheet model Design visualization Data binding Data connectivity Workspace Generate dashboard (.swf file with internal data model) Visualization Business Logic Data Source Design timeRun time Optional: Dashboard (.swf file) deployed on corporate web server Dashboard is opened on users machine Optional: Dashboard connects to data source to refresh data Visualization Web Server Client

17 Dashboard Design Introduction SAP University Alliances Page 17 © 2011 SAP AG SAP Crystal Dashboard Design and the MVC pattern View (before adjustment) Controller View (after adjustment ) Model

18 Dashboard Design Introduction SAP University Alliances Page 18 © 2011 SAP AG Visual components Chart components provide a range of different chart types like line, pie, bar, area, radar, and tree map chart Container components group and display other components Selector components are used to create a visualization with multiple options to select from Single value components are used to add user interactivity to visualizations, these components are linked to a single cell in the spreadsheet Map components create visualizations with geographical representations that can display data by region Text components are used for placing labels and including text into a visualization

19 Dashboard Design Introduction SAP University Alliances Page 19 © 2011 SAP AG Agenda Introduction SAP Crystal Dashboard Design overview Creating the first dashboard

20 Dashboard Design Introduction SAP University Alliances Page 20 © 2011 SAP AG Creating dashboards Three steps to create a new dashboard: Create the spreadsheet model Import existing spreadsheet model or Create new spreadsheet model with Excel functionality Build the visualization Select suitable components from the visualization library Data binding Publish the dashboard Export to PPT, Word, Adobe, SWF, Business Objects …

21 Dashboard Design Introduction SAP University Alliances Page 21 © 2011 SAP AG Import spreadsheet model 3. Your business model is now available in the embedded spreadsheet 2. Select existing Excel file … 1. Select Data -> Import…

22 Dashboard Design Introduction SAP University Alliances Page 22 © 2011 SAP AG Select visual components 2. Move the component using drag and drop onto the canvas 1. Select a pie chart from the component browser

23 Dashboard Design Introduction SAP University Alliances Page 23 © 2011 SAP AG Properties and data binding 1. Double click on the component to open the properties panel 2. Edit title of the component: Use static values or dynamic values from spreadsheet model 3. Bind data from spreadsheet model to the component

24 Dashboard Design Introduction SAP University Alliances Page 24 © 2011 SAP AG Properties panel Title, subtitle Selection of data source, data binding Adding drill-down capability for charts Settings for the visualization of the component E.g. visibility of component, scaling of axis, animation and effects Settings for the appearance and formatting of components E.g. layout, text, and color of component Settings for alerts for a component E.g. definition of the number of alert colors used, or target limits

25 Dashboard Design Introduction SAP University Alliances Page 25 © 2011 SAP AG Publish dashboard 1. Save spreadsheet model and visualization as *.xlf file 2. Export as e.g. PDF or other file type 3. Launch Dashboard

26 Dashboard Design Introduction SAP University Alliances Page 26 © 2011 SAP AG Agenda II Dashboard design Designing spreadsheet models Basic components for visualization – Charts components – Single value components – Text components Alerts Selector components Dashboard layout

27 Dashboard Design Introduction SAP University Alliances Page 27 © 2011 SAP AG Dashboard design What type of dashboard should be designed? What are the relevant data and KPIs that should be visualized? What are appropriate elements for visualization? How should user navigation look like? How is the dashboard supplied with data?

28 Dashboard Design Introduction SAP University Alliances Page 28 © 2011 SAP AG Dashboard design Applying the Gestalt Principles of visual perception to dashboards: Proximity : Objects that are located near each other are perceived as belonging to the same group. Similarity : Objects that are similar in color, size, shape, and orientation are perceived as belonging to the same group. Enclosure : Objects that are enclosed by a visual border, e.g. a line, are perceived as belonging to the same group. Closure : Open structure (e.g. shapes with open ends) are perceived as closed whenever possible. Continuity : Objects that appear to form a continuation of one another are perceived as belonging to the same group. Connection : Objects that are connected (e.g. by are line) are perceived as belonging to the same group. Source: Few (2006), p

29 Dashboard Design Introduction SAP University Alliances Page 29 © 2011 SAP AG Dashboard design Dashboard design principles I Reduce the non-data pixels, by eliminating unnecessary non-data pixels and de- emphasizing the remaining non-data pixels – E.g. eliminate unnecessary third dimension of depth on charts – E.g. eliminate unnecessary grid lines in bar graphs – E.g. eliminate variations in color that dont encode any meaning Source: (Few 2006, p )

30 Dashboard Design Introduction SAP University Alliances Page 30 © 2011 SAP AG Dashboard design Dashboard design principles II Enhance data pixels by eliminating unnecessary data pixels and highlighting most important data pixels – Remove data that is less relevant – Condense data by summaries and exceptions – Emphasize important data by visual attributes like color intensity, size, line width – Emphasize important data by its position on the dashboard: top-left and center are sections with greatest emphasis EmphasizedNeither emphasized nor de-emphasized De-emphasized Emphasized Different degrees of visual emphasis. Source: (Few 2006, p. 114)

31 Dashboard Design Introduction SAP University Alliances Page 31 © 2011 SAP AG Agenda Dashboard design Designing spreadsheet models Basic components for visualization – Charts components – Single value components – Text components Alerts Selector components Dashboard layout Case study: Global Sales Overview

32 Dashboard Design Introduction SAP University Alliances Page 32 © 2011 SAP AG Spreadsheet models Using Excel functionality SAP Crystal Dashboard Design supports a variety of Excel functions (about 160) and formulas – Mathematical, statistical functions – Text-related functions – Date/Time related functions – Spreadsheet formulas Complete list of supported Excel functions available in SAP Crystal Dashboard Design Help But: not all Excel functionality is available in SAP Crystal Dashboard Design

33 Dashboard Design Introduction SAP University Alliances Page 33 © 2011 SAP AG Spreadsheet models Using Excel functionality – Mathematical, statistical functions Calculation of maximum value: – Text-related functions Concatenate Strings: – Date/Time related functions Provide current data: TODAY() Provide current time and date: NOW()

34 Dashboard Design Introduction SAP University Alliances Page 34 © 2011 SAP AG Spreadsheet models Design guidelines Use different sheets if your spreadsheet includes many different tables For complex models use the first sheet for documenting your spreadsheet model Use colors and labels in your model for better readability Do not start in the first row and column, leave space for enhancements Apply formatting to your spreadsheet before you start building the visualizations

35 Dashboard Design Introduction SAP University Alliances Page 35 © 2011 SAP AG Spreadsheet models Limitations In case you re-import spreadsheets with renamed sheets, any bindings to cells in the renamed sheet will be lost Complexity of calculation being performed in the spreadsheet affect the performance of the visualization Only one single Excel workbook can be embedded in a dashboard, references to remote workbooks are not possible

36 Dashboard Design Introduction SAP University Alliances Page 36 © 2011 SAP AG Agenda Dashboard design Designing spreadsheet models Basic components for visualization – Charts components – Single value components – Text components Alerts Selector components Dashboard layout

37 Dashboard Design Introduction SAP University Alliances Page 37 © 2011 SAP AG Chart components Chart overview Examples: Line Chart: showing the tendency over a period of time, e.g. stock prices Pie Chart: showing relative shares compared to a certain total, e.g. relative share of revenue for a product compared to total revenue Bar Chart: visualization of rankings, e.g. TOP 10 products by revenue Column Chart: showing developments over a period of time, e.g. revenue by month Radar Chart: plotting multi-dimensional sets of data using several axis, e.g. compare different aspects of stock like price, volume, price to earning ratio, etc.

38 Dashboard Design Introduction SAP University Alliances Page 38 © 2011 SAP AG Chart components Column chart Step-by-step: Drag chart to the canvas Adjust titles Bind data Adjust scaling Adjust layout

39 Dashboard Design Introduction SAP University Alliances Page 39 © 2011 SAP AG Chart components Column chart - general Title, subtitle, axis values can include fixed value or values from the spreadsheet model Bind data: Use Range option if data is a range of continuous cells Use Series option if data series are segregated

40 Dashboard Design Introduction SAP University Alliances Page 40 © 2011 SAP AG Chart components Column chart – scaling Manual Scaling: If data doesnt require the scales to change Auto Scaling: If data feeds of the chart change and scaling has to be adjusted automatically

41 Dashboard Design Introduction SAP University Alliances Page 41 © 2011 SAP AG Chart components Column Chart – layout Adjust the color of your slices, chart background, title or plot area Adjust format for your titles Adjust data type of the values

42 Dashboard Design Introduction SAP University Alliances Page 42 © 2011 SAP AG Single value components Single value components overview Can be used for adding user interactivity to visualizations Components are linked to a single cell in the spreadsheet If cell content is a formula, component is an output component, no modifications possible If cell content includes a plain value, component is an input component, modification possible

43 Dashboard Design Introduction SAP University Alliances Page 43 © 2011 SAP AG Single value components Gauges Gauges as input component represent a variable that can be modified to affect other components. By dragging the needle users can interact with the Gauge to change the value Gauges as output components represent a value that changes and moves the needle if underlying data changes

44 Dashboard Design Introduction SAP University Alliances Page 44 © 2011 SAP AG Single value components Gauges: Data binding and scaling Bind data to a single cell Set minimum and maximum values, e.g. 0 and 1 if a percentage between 0 and 100% is displayed

45 Dashboard Design Introduction SAP University Alliances Page 45 © 2011 SAP AG Text Components Overview text components Placing labels and typing text into the dashboard Input Text Area : input multiple lines of text Label : add text to the dashboard, e.g. for titles, explanation, help, etc. Input Text : input one line of text

46 Dashboard Design Introduction SAP University Alliances Page 46 © 2011 SAP AG Agenda Dashboard design Designing spreadsheet models Basic components for visualization Charts components Single value components Text components Alerts Selector components Dashboard layout Case study: Global Sales Overview

47 Dashboard Design Introduction SAP University Alliances Page 47 © 2011 SAP AG Alerts Alerts overview Used to call the attention of the user to a specific item that has reached a pre-defined limit Limits are e.g. budgets or benchmarks, plan data, etc. Alerts can be defined for different components, including most charts and single-value components and some selector components Customization of different alert levels and colors possible Configuration takes place on the Alerts tab of the Properties panel

48 Dashboard Design Introduction SAP University Alliances Page 48 © 2011 SAP AG Alerts Defining Alerts for a Gauge Activate Alerts on the Alerts tab in the Properties panel Define Alert method: as percent, if evaluated values are percentages as value, if evaluated values are integers Define Alert levels and colors Select if high/middle/low levels are good

49 Dashboard Design Introduction SAP University Alliances Page 49 © 2011 SAP AG Agenda Dashboard design Designing spreadsheet models Basic components for visualization – Charts components – Single value components – Text components Alerts Selector components Dashboard layout Case study: Global Sales Overview

50 Dashboard Design Introduction SAP University Alliances Page 50 © 2011 SAP AG Selector Components Selector components overview Selector components let you create interactive dashboards with multiple selections Radio Button : users can select from a horizontal or vertical group of selections Combo Box : provides a vertical list of items, when it is clicked, users can select an item from the list Accordion Menu : provides a two-level menu, users first select a category and then select items within that particular category

51 Dashboard Design Introduction SAP University Alliances Page 51 © 2011 SAP AG Interactivity with selector components Example: Radio button selector The user can select by a radio button selector if the share per model is shown by revenue or by pieces sold

52 Dashboard Design Introduction SAP University Alliances Page 52 © 2011 SAP AG Interactivity with selector components Source, destination and insertion type A selector component can be linked to a data source, that represents the available data, and a data destination, representing the selected data The values inserted into the data destination depend on the chosen insertion type Insertion types: Row/column: The selected row/column of the data sources is inserted into the data destination Filtered rows: A set of rows from the data source that meet the selected filter criteria are inserted into the data destination Label/position: The label/position of the selected radio button is inserted into the data destination

53 Dashboard Design Introduction SAP University Alliances Page 53 © 2011 SAP AG Interactivity with selector components Source, destination and insertion type Insertion types ROW: Each row is linked to a radio button, the selected row is inserted into the data destination Insertion type POSITION: The position of the selected radio button (e.g. 1 or 2 in this example) is inserted into the data destination, the result can be used for further processing

54 Dashboard Design Introduction SAP University Alliances Page 54 © 2011 SAP AG Interactivity with selector components Settings for radio button selector 1. Customize the title and the name of the labels

55 Dashboard Design Introduction SAP University Alliances Page 55 © 2011 SAP AG Interactivity with selector components Settings for radio button selector 2. Select Insertion Type and bind data to source and destination 3. Use this range as source for your visualization. Each time the user changes the selection, the selected row is inserted here

56 Dashboard Design Introduction SAP University Alliances Page 56 © 2011 SAP AG Agenda Dashboard design Designing spreadsheet models Basic components for visualization Charts components Single value components Text components Alerts Selector components Dashboard layout

57 Dashboard Design Introduction SAP University Alliances Page 57 © 2011 SAP AG Dashboard Layout Art and background components Art and backgrounds can be used to enhance the dashboard layout Background: add backgrounds to dashboard to improve the design, can be used to create divisions and designate groups of related components Image: display JPEG images or SWF files Rectangle, Ellipse, Lines: layout element that outlines, defines, or contains sections

58 Dashboard Design Introduction SAP University Alliances Page 58 © 2011 SAP AG Dashboard Layout Themes Allow a global change of the appearance of components Each theme has a number of different components with a look and feel of that particular theme Themes can be combines with different Color Schemes

59 Dashboard Design Introduction SAP University Alliances Page 59 © 2011 SAP AG Agenda III Maps Containers Dynamic visibility

60 Dashboard Design Introduction SAP University Alliances Page 60 © 2011 SAP AG Maps Maps overview Create geographical representations that can display data by region Display data for each region Use region as selector to display detail data Worldwide maps, continents, countries E.g. show revenue in the USA by state

61 Dashboard Design Introduction SAP University Alliances Page 61 © 2011 SAP AG Maps Data is associated with each region in the map by using region keys Each region in the map has a default region key, own region keys can be entered Region key has to be in the first column or first row of a range USA maps use postal abbreviations as region keys by default Europe map uses the ISO two-digit country codes as region keys by default

62 Dashboard Design Introduction SAP University Alliances Page 62 © 2011 SAP AG Maps Example: You want to show the sales by continent on a map By clicking on a continent, the linked sales organization and the figures Gross Sales and Pieces Sold are displayed

63 Dashboard Design Introduction SAP University Alliances Page 63 © 2011 SAP AG Maps Customizing maps: 1. Customize Title, Region Keys and Display data Display data includes the region key in the first column and values in the second column Region keys should correspond to your data Display data is shown as mouse-over value on the map

64 Dashboard Design Introduction SAP University Alliances Page 64 © 2011 SAP AG Maps Customizing maps: 2. Customize the selector behavior (Data Insertion) By selecting a region on the map, the corresponding source data record is inserted into the destination row/column Source data can differ from display data, as it can include more than two columns

65 Dashboard Design Introduction SAP University Alliances Page 65 © 2011 SAP AG Agenda Maps Containers Dynamic visibility

66 Dashboard Design Introduction SAP University Alliances Page 66 © 2011 SAP AG Containers Group and display other components Help to structure contents of the dashboard Panel Container : acts as smaller canvases within the main canvas, includes one or more components Tab Set : contains multiple tab views, each view can be displayed on the canvas by clicking its corresponding tab

67 Dashboard Design Introduction SAP University Alliances Page 67 © 2011 SAP AG Agenda Maps Containers Dynamic visibility

68 Dashboard Design Introduction SAP University Alliances Page 68 © 2011 SAP AG Dynamic visibility Dashboards should be prevented from showing too many visual elements or to many pieces of information Use dynamic visibility to control the visibility of components on your dashboard By default, each component placed on the canvas is visible Use of selectors to switch visibility for components on or off

69 Dashboard Design Introduction SAP University Alliances Page 69 © 2011 SAP AG Dynamic visibility Example: Dynamic visibility for maps You want to show your sales in Germany and the USA by state The dashboard would be to crowded by showing both maps at the same time, therefore you use a radio button to switch between the different maps

70 Dashboard Design Introduction SAP University Alliances Page 70 © 2011 SAP AG Dynamic visibility Step 1: Add and customize a radio button selector 1. Maintain title 2. Maintain the labels Europe and USA 3. Use Insertion Type Position. If Europe is chosen, position 1 is inserted into destination cell B4. If USA is chosen, position 2 is inserted into destination cell B4

71 Dashboard Design Introduction SAP University Alliances Page 71 © 2011 SAP AG Dynamic visibility Step 2: Set the status in your map properties 1. Select the Common tab in the Behavior section in the charts properties panel 2. Link the Status for dynamic visibility to destination cell B4 3. For Germany set Key = 1, for USA set Key = 2


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