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Xcelsius 2008 User Guide

1. cccceeeceeeeeeeeeeeeees 184 Configuring LCDS connections 2 cceeecceeeeeseeeeeseeeeeeeeteeeetees 185 6 Xcelsius 2008 User Guide Contents Chapter 10 Chapter 11 Configuring LiveOffice Connections c ccceeeeseeeeeeeeeeeeeteeeetees 188 Configuring Excel XML Maps Connections cccceeeeeeeees 189 Building the VisualiZation 00 0 0 eee ceeeeeeeeeeeeeeneeeeeeeeeeeeeneneeeeeeeeeeeeaaeeees 190 Sample visualization Excel spreadsheet with an XML map 190 Usage Tab ivecscccevesseeccgecddecetiaddecetwocdetetendeteceedeecetbucendetecdeeletendeeceteeeeecdt 191 Using Advanced Features in Xcelsius Engage Server 193 Xcelsius 2008 Integration with SQL Server Reporting Services 194 Xcelsius 2008 and SQL Server Reporting Services 0 c0 194 Xcelsius 2008 Portal Integration cccceeeeeeeeeeeeeeeeeeeceeeeeeeeeeeeneneeeees 195 Xcelsius 2008 for Portals i 195 Deploying Xcelsius 2008 Visualizations to Microsoft Sharepoint 195 Step 1 Add Xcelsius 2008 to a Sharepoint web page 0 196 Step 2 Configure the Xcelsius 2008 Sharepoint web part 196 Step 3 Connect the web part to other web parts e 197 Using Advanced Features in BusinessObjects Xcelsius Enterprise199 Business Objects Platform Integration ccccceeeseeeeeeeeeeeeeeeeeeeeteee 200 OVGIVIOW decicn detec Ghd enti de
2. 12 Frequently Asked Questions Installation questions Installation questions Do I need to install Adobe Flash to use Xcelsius 2008 Adobe Flash player version 9 is required for Xcelsius 2008 to function properly If you did not install Adobe Flash as part of the installation process you can download and install Flash from the Adobe web site http www adobe com Why doesn t Xcelsius 2008 function after I upgrade or install Microsoft Office When Xcelsius 2008 is installed it automatically configures itself to work with the version of Microsoft Office that is installed If you upgrade or change the version of Microsoft Office on your machine Xcelsius 2008 must be re installed to work properly with the new version Embedded Spreadsheet questions Why doesn t my Excel formula paste correctly You may have more than one instance of Excel open Excel can only copy formulas within a single instance of Excel When Xcelsius 2008 launches it opens an instance of Excel in the background If you subsequently open Excel it will open as a second instance and formulas will not copy between the two instances Tip You can see how many instances of Excel are running by checking the Processes tab in the Task Manager If you are planning to work with Excel spreadsheets while you work with Xcelsius 2008 we recommend opening Xcelsius 2008 first then opening the Excel spreadsheets you need by navigating to them using the Windows exp
3. amp aVals 1 amp amp aVals 2 amp amp aVals 3 amp Create connection object sConnect Provider SQLOLEDB Data Source yourdb Initial Catalog yourdb User Id user Password password oCon Server CreateObject ADODB Connection oCon ConnectionString sConnect oCon Open Create command object oCmd Server CreateObject ADODB Command oCmd ActiveConnection oCon oCmd CommandText sSQL Execute the command to insert the data oCmd Execute Select new totals from the database dim oRst as Object oRst Server CreateObject ADODB RecordSet oRst ActiveConnection oCon sSql select Sum Booth as Booth Sum Staff as Staff Sum Demos as Demos Sum Buy as Buy Count ID as TotalRecs from comdexpol1 oRst Open sSql1 Build XML data to return dim sXML as String SXML lt data gt totalData sXML sXML amp lt variable name chr 34 totalData chr 34 4 gt SXML sXML amp lt row gt SXML sXML amp lt column gt amp oRst Booth value amp lt column gt SXML sXML amp lt column gt amp oRst Staff value amp lt column gt SXML sXML amp lt column gt amp oRst Demos value amp lt column gt SXML sXML amp lt column gt amp oRst Buy value amp lt column gt SXML SXML amp lt row gt SXML sXML amp lt variable gt totalEntries 174 Xcelsius 2008 User
4. ecceeeeeeeeeeeeeeeeeeeteeeeeseteeeetees 363 Specific to the Panel Set component cc eeceeeeeeteeeeeeteeetees 365 Specific to the Print Button component ccceeeeeeeeeeeeeeeeetees 366 14 Xcelsius 2008 User Guide Contents Chapter 23 Index Specific to the Source Data Component ee eeeeeeeesreeeneeeeeees 366 Animations and Effects tab ccccccccsssscceceeesesssseeeeseeessssnneeeeeeeees 366 Appearance tabu eee eeeeeeeeeeeeeeeceeeeeeeeeeeeeaeeeeeeeeeeeeeaaaeeeeeeeeeseeuaeeeeeeeeees 367 AV OUL LAD renere e E EEEE ES 367 Text taD a a a a a E E ins 368 070 0 di oe 369 Alerts taD nn a a a E E EEE 369 Supported Excel Functions 371 Supported Excel FUNCtIONS cccccsssceceeeeeesseeeeeeeeessesneeeeeeeeeessennaaeess 372 375 Xcelsius 2008 User Guide 15 Contents 16 Xcelsius 2008 User Guide Xcelsius 2008 Versions Available lt chapter 1 Xcelsius 2008 Versions Available This user guide is applicable for all versions of Xcelsius 2008 The following versions are available e Xcelsius Present e Xcelsius Engage e Xcelsius Engage Server e BusinessObjects Xcelsius Enterprise Xcelsius Present is the entry level product version It is intended for users who wish to create visualizations with Excel data only Xcelsius Present does not offer connectivity to external data sources This version has a robust suite of the most commonly used com
5. A 44 gt gt Sheet 2 The Xcelsius 2008 workspace incorporates an embedded spreadsheet This fully functional spreadsheet is displayed below the canvas and contains the source data for your visualizations You can add modify and delete your data directly within the spreadsheet without having to import or re import an Excel spreadsheet There are several ways to bring data into the embedded spreadsheet Import a spreadsheet from Excel See Importing Excel spreadsheets on page 55 e Copy paste data from an Excel or Xcelsius 2008 file e Manually enter the data into the embedded spreadsheet You can bind cells in your embedded spreadsheet to components on your canvas 52 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Note If you import a spreadsheet after linking to cells the imported data will overwrite all data in the current embedded spreadsheet The cell binding locations will remain the same but the data may be changed You can also copy and paste cells between Xcelsius 2008 and Excel Excel values and formulas can be copied into Xcelsius 2008 but conditional formatting of cells will not be retained Note Xcelsius 2008 opens an instance of Excel that runs in the background Although you can open a second instance of Excel you will not be able to copy formulas between the instances If you need to use Excel and Xcelsius 2008 files simultaneously first op
6. Tab Set by clicking on the gray plus and minus buttons displayed on the top left corner These buttons do not display when the visualization is run User Guide Sample Panel Container To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Note The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a Panel Container on the canvas 3 Click the Panel Container displaying the black sizing boxes Increase the size of the Panel Container by dragging the bottom corner sizing box 4 In the Components browser select a Pie Chart component drag the pointer and release in the interior of the Panel Container The Pie Chart will now be inside the Panel Container 5
7. Using the Art and Background components Art and backgrounds can be used to enhance your visualizations The background components can be used to import images or Flash movies into your Xcelsius 2008 visualization For more information about Art and Background components see Art and Background Components Reference on page 321 Art and background components can be used to customize visualizations e Background Backgrounds are prebuilt artwork that you can add to your visualizations to assist layout and improve design Backgrounds can be used to create divisions and designate groups of related components e Image Component RE 0 The image component can be used to display JPEG images or SWF files You can add your own logos or artwork into an Xcelsius 2008 visualization You can also add videos animations and other interactive elements by importing a Flash file e Rectangle A rectangle that you can add to your visualizations to outline define or contain sections e Ellipse Xcelsius 2008 User Guide 127 6 Using Xcelsius 2008 Components Using the Art and Background components a N C An ellipse or circular shape that you can add to your visualizations to outline define or contain selections e Line A vertical or horizontal line that you can add to your visualizations to outline define or contain sections How to use the Image component Use the Image component to display JPEG im
8. Insert data into database Dim sSQL as String String variable for building our query Dim oCon as Object dim oCmd as Object dim sConnect as String Define insert statement sSQL INSERT INTO ComdexPoll Booth Staff Demos Buy VALUES amp aVals 0 amp amp aVals 1 amp amp aVals 2 amp a amp aVals 3 amp Xcelsius 2008 User Guide 169 9 Using Advanced Features in Xcelsius Engage Using the Data Manager Create connection object sConnect Provider SQLOLEDB Data Source yourdb Initial Catalog yourdb User Id user Password password oCon Server Create0bject ADODB Connection oCon ConnectionString sConnect oCon Open Create command object oCmd Server CreateObject ADODB Command oCmd ActiveConnection oCon oCmd CommandText sSQL Execute the command to insert the data oCmd Execute Select new totals from the database dim oRst as Object oRst Server CreateObject ADODB RecordSet oRst ActiveConnection oCon sSql select Sum Booth as Booth Sum Staff as Staff Sum Demos as Demos Sum Buy as Buy Count ID as TotalRecs from comdexpoll oRst Open sSql Build XML data to return dim sXML as String SXML lt data gt totalData sXML sXML amp lt variable name chr 34 totalData chr 34 gt SXML sXML amp lt row gt SXML sXML amp lt column gt amp oRst Booth value amp lt column gt SX
9. Using Xcelsius 2008 Components Using the Chart components the Pie Chart the monthly sales for that branch are displayed in a Column Chart To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Note The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use For this example the spreadsheet should contain monthly sales data for different branches 2 Place a Pie Chart component on the canvas 3 Place a Column Chart component on the canvas below the Pie Chart component 4 Double click the Pie Chart component to open the Properties panel 5 Click the Values cell selector button and select the data range from the spreadsheet For this example select the cells that
10. Art and Background Components Reference chapter Art and Background Components Reference Overview 19 Overview This section discusses the Properties panel features for Art and Background components The following Art and Background components are available in all versions of Xcelsius 2008 All Backgrounds Image Component e Rectangle Ellipse e Horizontal Line e Vertical Line For more information about Art and Background components see Using the Art and Background components on page 127 General tab The features in this section apply to specific component types Common to some components This section applies to the Background and Image components Block Mouse Events The Block Mouse Events check box uses the background component to prevent users from interacting with other components This feature only works if in the design view the background component has been layered on top of the other components If you select Block Mouse Events any actions that users perform on the underlying components with their pointers have no effect If you clear Block Mouse Events users can interact with the underlying components 322 Xcelsius 2008 User Guide Art and Background Components Reference General tab 19 Note Block Mouse Events is enabled for imported SWF files even if it is cleared on the General tab Specific to Background components The features in this section apply to the
11. Note The required size of the Destination range will vary according to the Insertion Type selected For Insertion Types that use columns or rows of data be sure to select a Destination range that is large enough to contain your largest column or row of data Orientation Select an orientation for the selector e Horizontal e Vertical 282 Xcelsius 2008 User Guide Selector Components Reference General tab 16 Note The Orientation option is only available for Label Based Menu and Radio Button components Specific to the Filter component Display Options This area controls the number of combo boxes displayed for the selected Filter component Number of Filters Adjust the value displayed in the Number of Filters box to adjust the number of filters displayed on the Filter component Specific to the List Builder component Source List Type in the Source List box or click the adjacent cell selector button to select the title to be displayed above the list of items that can be selected Destination List Type in the Destination List box or click the adjacent cell selector button to select the title to be displayed above the list of items that have been selected Labels Click the Manual Edit button adjacent to the Labels box to manually enter the labels or click the adjacent cell selector button to select the labels that will populate the source list Add Button Type in the Add Button box or click the adja
12. Note This option is not available for the Label component Characters Allowed Use this field to prevent users from entering certain characters into the label All characters will be allowed if the field is left blank You can manually enter the characters allowed in the Characters Allowed box or you can click the cell selector button to select the values in the spreadsheet The simplest expression is a single character such as a which will allow users to enter the letter a into the label Multiple expressions may be concatenated to create larger groups of allowed or not allowed characters For example the expression abc will allow the letters a b and c to be entered into the label by users The dash can also be used to define a range of characters The expression a z for example defines all lowercase letters When there are only a few characters that you do not want to be allowed it is easier to specify those characters instead of all of the allowed characters 332 Xcelsius 2008 User Guide Text Components Reference Behavior tab 20 This can be done by prefixing the entire field with the caret Every character other than those specified in the field is then allowed For example to prevent users from entering numbers the field could be set to 40 9 The caret can also be used throughout the string to switch between allowing and excluding characters The first time it appears in the field the
13. Existing Connections e Excel XML Maps Live Office connections Note This connection type is only available in BusinessObjects Xcelsius Enterprise only The Data Manager can be used to add several types of XML compliant data connections to your visualization The Data Manager will also detect any existing connection types when a visualization is opened Some connection types are not available to add as a new connection but are supported only as existing connections in data sources created outside of Xcelsius 2008 These connection types are listed in the Add menu under Existing Excel XML Maps and Live Office Connections 154 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 To add a connection 1 Select Data gt Connections or click the Manage Connections button in the toolbar 3 The Data Manager dialog box appears g Data Manager i x 2 Click the Add button and select a connection type from the list 3 Configure the connection See Configuring Connections with the Data Manager on page 156 for more information To remove a connection 1 Select Data gt Connections or click the Manage Connection button on the toolbar a The Data Manager dialog box appears Xcelsius 2008 User Guide 155 9 Using Advanced Features in Xcelsius Engage Using the Data Manager amp Data Manager xj Connection 1 Query as a Web Service 2 Select the connection
14. Top Left e Right Bottom Vertical Offset Note Vertical Offset is available only if Left or Right is chosen from the Position dropdown menu For information on Vertical Offset see Offset Y on page 237 Horizontal Offset Note Horizontal Offset is available only if Top or Bottom is chosen from the Position dropdown menu For information on Horizontal Offset see Offset X on page 236 Show Fill Click Show Fill to display a background with a solid fill color behind the Legend area Fill Color Click the color selector button adjacent to Show Fill to set the background fill color Show Border Click Show Border to display a border around the Legend area Border Color Xcelsius 2008 User Guide 261 14 Chart Components Reference Appearance tab Series tab Click the color selector button adjacent to Show Border to customize the border color Border Thickness Adjust the value in the Border Thickness box to customize the border thickness Note The options on this tab do not apply to the Area Stacked Area and Filled Radar Chart components Series Select a series from the list to modify Shape Click a marker format from the Shape list to set the marker symbol displayed on the series data points The following options are available Circle O Diamond Star Triangle e XX Note The Shape option applies only to the Line and Radar Chart components Line Color Click the color
15. progress bar 107 Properties panel 46 for multiple components 48 opening 51 tabs 46 publishing visualizations See exporting visualizations 137 R radar chart 74 Radio Button component 89 receive selection XML Data Button component 168 rectangle component 127 refresh 212 manual 212 on interval 211 onload 211 on trigger behavior 212 SWF files inside Infoview 210 SWF files outside InfoView 213 renamed spreadsheets re importing 222 224 renaming components with Object Browser 52 Reporting Services 194 S sample visualizations 99 accordion menu component 99 display status 144 drill down chart 81 Dynamic Visibility 142 filter component 95 grid component 121 list builder component 96 map component 112 sliding picture menu 100 status list 144 value component 109 viewing in Xcelsius 64 XML Data Button component 166 saved scenarios location of 225 selecting data sources 68 selector components 89 Alerts tab 300 Appearance tab 290 Behavior tab 285 send data XML Data Button component 172 Index send selection XML Data Button component 167 SendPreview xml 168 Server Busy message 226 Sharepoint 180 182 195 deploy Crystal Xcelsius 2008 visualizations 195 Sharepoint Param Component 180 Sharepoint Provider Component 182 Xcelsius Client 180 single value components 107 fixed 226 skins 59 slider component 107 Sliding Picture Menu component 89 Sliding Picture Menu sample visualization 100 snapshots 139 Source
16. 3 In the Name box type a name for the range For this example enter the name Vote Xcelsius 2008 User Guide 167 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 4 Click the Range cell selector button and select the range of cells to be sent to the external data source Part 3 Server side To receive data from the XML Data Connection The XML Data Connection sends specified ranges in a row column structure You can view the exact structure that will be sent to the server using the Preview XML button in the Send section The server script should expect this XML structure The following example was developed to run on a Microsoft _NET web server There are no restrictions on how the web query needs to be implemented The server script for the polling application has two functions It must handle the data sent from the SWF and return the updated totals for the poll In order to tally votes the server side script must examine the incoming XML data to extract the vote information Using this information the script can then record the vote by inserting it into a database The following files make up the server side implementation of tallying the votes e SendPreview xml An XML file generated by Xcelsius 2008 with the Preview XML button of the Send section on the General tab of the Properties panel lt data gt lt variable name vote gt lt row gt lt column gt 1 0 lt column gt lt col
17. 3 What s New in Xcelsius 2008 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 O The History component tracks and displays the history of changes in a selected cell This allows you to easily see the effect of changes in worksheet data e Connection Refresh Button The Connection Refresh Button is linked to one or more data connections that retrieve data from an external source Adding the Connection Refresh Button to your visualization allows users to refresh the data on demand e Reporting Services Button Reporting Services The Reporting Services Button component enables you to connect to the Xcelsius Reporting Services XRS server and select the report that will be used to populate the visualization The XRS server is a web service that allows Xcelsius to communicate with your SQL Server Reporting Services SSRS server Use of XRS requires an installation on your web server Please refer to the XRS documentation included on the CD for more information e Source Data 2 The Source Data component indexes the selected source data range This component does not have a visual display it works within the visualization in combination with other components New Features Xcelsius 2008 now provides the following new features e Alerts for selectors Alerts can now be added to the following selector components Label Based Menu Combo Box List Box List Builder and Ticker e Insert Filtered Rows 26 Xcelsius 2008 U
18. Example 3 Historical data comparison presentation The following visualization is a dynamic financial statement report It shows the traditional Statements of Income When a user clicks on an account the visualization shows the historical data organized by region or as a comparison Xcelsius 2008 User Guide 39 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 against competitors Consolidated statements of income Sales by Region Two years ended December 29 2001 In millions Cost of sales 12 650 Research and development 3 897 Marketing general and administrative 5 089 Amortization of goodwill 1 586 Purchased in process research and development 109 Operating costs and expenses 23 331 Operating Income 10 395 Gains losses on equity securities net 3 759 Interest and other net 987 Income before taxes 15 141 Provision for taxes 4 606 Net income 10 535 1993 1994 1995 1996 1997 1998 1999 2000 2001 Millions Millions Copyright Intammersion Inc 2003 Understanding the Xcelsius 2008 tools Before you begin using Xcelsius take a moment to familiarize yourself with the interface by reading the following section In this section you will learn about Xcelsius elements browsers tools and other options Note To view a browser select the browser from the View menu In the View menu a check mark next to the browser name indicates that the browser window is open if you canno
19. Number Format on page 237 Color tab You can customize the color of component parts The items available depend on the component you are working with Click the color selector button adjacent to the item to change its color Alerts tab For information on the features available on the Alerts Tab see Alerts Tab on page 241 Xcelsius 2008 User Guide 369 2 2 Other Components Reference Alerts tab 370 Xcelsius 2008 User Guide Supported Excel Functions 4 chapter Supported Excel Functions Supported Excel Functions 23 Supported Excel Functions This chapter contains a list of the Microsoft Excel functions that Xcelsius 2008 supports pee 372 Xcelsius 2008 User Guide Supported Excel Functions Supported Excel Functions Zo feo aC NORMSINV NOT NOW ec fi Xcelsius 2008 User Guide 373 Supported Excel Functions Supported Excel Functions 23 SUMX2PY2 SYD VALUE VAR VDB 374 Xcelsius 2008 User Guide Index A Accordion Menu component 89 Accordion Menu sample visualization 99 addresults aspx 168 172 Adobe PDF exporting visualizations to 135 alerts 148 Alerts tab chart components 267 features on 241 map components 319 selector components 300 Appearance tab 259 chart components 259 map components 317 other components 367 selector components 290 text components 335 web connectivity components 349 area chart 74 art and background components 127 B background compo
20. Overview Overview This section discusses the Properties panel features for Web Connectivity components The following Web Connectivity components are available in all versions of Xcelsius 2008 e URL Button Xcelsius Engage versions have the following additional components Slide Show e Connection Refresh Button Xcelsius Engage Server and BusinessObjects Xcelsius Enterprise have all of the components listed above as well as the following additional component e Reporting Services Button For more information about Web Connectivity components seeUsing the Web Connectivity components on page 130 General Tab Common to most components Label Use this option to set the text that will appear on the button Type in the Label box or click the adjacent cell selector button to select the label for the component Note This option does not apply to the Slide Show component 340 Xcelsius 2008 User Guide Web Connectivity Components Reference General Tab P URL Use this option to enter the Uniform Resource Locator URL link for the button A URL is also referred to as a Web address Type in the URL box or click the adjacent cell selector button to select the URL from the spreadsheet In the generated visualization the URL associated with the button will update if the URL in the linked cell changes This allows the URL to change dynamically thereby allowing several different pages or files to be used by one co
21. The Behavior tab contains settings related to the way the component will work in the visualization Typically it contains areas for defining the functions related to limits interactivity and dynamic visibility See Dynamic Visibility functionality on page 142 for more information Appearance Appearance The Appearance tab contains a series of settings areas and in some cases sub tabs that let you modify the appearance and formatting of components On this tab you will find options like font size title location and colors Alerts Xcelsius 2008 User Guide 47 4 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools B Alerts The Alerts tab contains all the parameters available for using alerts On this tab you can define the number of alert colors the colors used and the target limits See A erts on page 148 for more information Properties for multiple selections By selecting multiple components on the canvas you can simultaneously edit Properties for the components in your selection To access Properties for multiple components select your components and double click the selection You can also access the Properties by right clicking the selection and selecting Properties from the context menu If the components are of the same type you will be able to edit Properties specific to that component type For example if your current selection contains three Line Chart components you will be able
22. This feature allows another action within the visualization such as a List Box selection to trigger the component as if the component itself was clicked The component is triggered according to the trigger behavior selected There are three behavior options for triggering the component e When Cell Updates The data is refreshed anytime the Trigger Cell updates e When Value Changes The data is refreshed when the value in the Trigger Cell changes e When Value Equals The data is refreshed when the value in the Trigger Cell is equal toa target value Enter the target value or use the cell selector to bind to a cell in the spreadsheet Dynamic Visibility For detailed information about Dynamic Visibility see Dynamic Visibility on page 239 Xcelsius 2008 User Guide 345 Web Connectivity Components Reference Behavior tab 2 Specific to Slide Show component Transition Behavior Use the parameters in this section to control the timing and style of the transition Transition Type Use this option to set the style of the transition between each slide Easing Type Use this option to set the behavior of the transition The following options are available e Slow In The transition will begin slowly and accelerate as it progresses e Slow Out The transition will begin quickly and slow down as it progresses e Slow In and Out The transition will begin slowly and increase in speed until the middle of the tra
23. Using the Other components This category contains an assorted set of components that you can use to enhance your visualizations For more information about Other components see Ofher Components Reference on page 353 e Calendar 114 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Other components 6 4 December 2007 Mae Wh Toe ee ae ee ee 16 i7 18 1920 21 22 23 24 25 GR 27 28 29 30 31 The Calendar component is a selector that lets you incorporate date selection into your visualizations Note This component is not available in Xcelsius Present Local Scenario Buttons Scenario The Local Scenario Button lets users save and load runtime configurations of an Xcelsius 2008 visualization on their local machine Once saved these configurations or scenarios can be loaded again even after closing the visualization These scenarios are saved to the local machine and will be unavailable if the visualization is opened on a different machine Trend Icon The Trend Icon changes its pointing direction depending on the value of the cell to which it is linked e Ifthe value is positive the arrow points up e Ifthe value is zero the symbol is neutral e Ifthe value is negative the arrow points down History Xcelsius 2008 User Guide 115 6 Using Xcelsius 2008 Components Using the Other components O The History component tracks and displays the history of chang
24. You can also clear the check box and place the transparent button over an imported image to create a custom button Note This option is not available in the Slide Show and Reporting Services Button components Transparency For detailed information about this option see Transparency on page 234 Note This option does not apply to the URL Button component Text tab For detailed information about the settings on the Text tab see Text tab on page 234 Note This tab does not apply to the Slide Show component Color tab Use this area to customize the color of various parts of a component Note This tab is not available for the Slide Show component Xcelsius 2008 User Guide 349 2 Web Connectivity Components Reference Appearance tab Button Label Specific Default Color Click the Default color selector button to change the background color of the button in its default state Pressed Color Click the Pressed color selector button to change the background color of the button when it is clicked Default Color Click the Default color selector button to change the text color of the label when the button is in its default state Pressed Color Click the Pressed color selector button to change the text color of the label when the button is clicked to Slide Show component Image Options Sizing Method Use this option to define how images are sized within the bounds of the Slide Show e Or
25. click the Item cell selector box and select a cell in the spreadsheet 9 Place a Column Chart component on the canvas 10 Click the Column Chart to open its Properties panel 11 Click Data by Series click the plus button to add a series to the list box 12 Click the Values Y cell selector button and select the same range of cells as the Source Data for the List Box component 13 Click the Category Labels X cell selector button and select the column headers of the Source Data range 14 Place a Radio Button component on the canvas 15 Click the Radio Button to open its Properties panel 16 Click the Labels cell selector button and select the labels for the Radio Button selections 17 From the Insertion Type dropdown menu select Label 18 Click the Destination cell selector button and select the same cell selected in step 8 as the Selected Item for the List Box Xcelsius 2008 User Guide 103 Using Xcelsius 2008 Components Using the Selector components 6 19 Click Preview to view the interaction between the List Box Radio Button and Column Chart components In this sample the Radio Button selection affects the labels that are displayed in the List Box The List Box selection then updates the Column Chart display data User Guide Sample Filtered Rows The Filtered Rows functionality is one of the methods available to configure a selector component The selector is with a range of data organized in rows Within that r
26. connection to refresh against Note e If your Excel spreadsheet contains more than one View you can choose one some or all of the Views listed in the Views area of the Definition tab Only the data from the Views you choose will be refreshed when the Xcelsius 2008 file is refreshed Xcelsius 2008 User Guide 203 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration LI e You can increase the range of cells that your Xcelsius 2008 visualization is able to accommodate so that if the data grows your Xcelsius 2008 visualization will continue to analyze the full data set properly In the Ranges area of the Definition tab you will see the cell ranges that have been imported for the selected view To increase the original range that you selected a Click the range that you want to adjust b Click the cell selector button under the Ranges area c Select a new range from your spreadsheet and click OK The new cell range is reflected in the field next to the cell selector button 4 On the Usage tab set the refresh options you want e Refresh on Load automatically refreshes the data whenever you open the file e Refresh on Interval automatically refreshes on the time interval you specify The time is measured in seconds If you do not select either of these options the refresh will be manual You will need to add and configure a Connection Refresh button to the visual
27. visualization will be visible on the first slide of the presentation When the presentation is run the visualization is dynamic and interactive Note When the visualization is exported any external files are placed ina folder with the same name and location as the exported visualization The external files must remain in the same folder as the visualization for the visualization to work properly Exporting your visualization to Adobe PDF Once your visualization is complete you can export your content as an Adobe Portable Document Format PDF file The PDF file can be viewed locally opened in a browser or deployed on a web site The visualization is embedded in the PDF and is dynamic and interactive To export an Xcelsius 2008 visualization to Adobe PDF 1 Create an Xcelsius 2008 visualization 2 Select File gt Export then select PDF or click the Export to PDF button in the toolbar The Save As dialog box appears 3 Enter a name for the PDF file and click Save Xcelsius 2008 generates the Adobe PDF file The generated PDF file is automatically opened and the visualization is visible on the first page of the document The visualization in the PDF file is dynamic and interactive Note When the visualization is exported any external files placed in a folder with the same name and location as the exported visualization The external files must remain in the same folder as the visualization for the visualization to work
28. 12 Language questions How to I change the language in Xcelsius 2008 Go to File gt Preferences gt Languages and select the desired language from the dropdown menu Only languages that were selected during installation will be available in the dropdown menu What if the language want is not listed in Preferences Languages are only available in the Preferences drop down if they were selected when Xcelsius was installed To add languages available under File gt Preferences gt Languages you must uninstall Xcelsius 2008 and re install the program During the installation process you will be asked which languages you would like to install the languages you select to install wil be available in the Preferences drop down Microsoft Excel questions Can I re import an Excel file with a renamed spreadsheet You can re import spreadsheets with renamed sheets but any bindings to cells in the renamed sheet will be lost Why does my table look different than my Excel spreadsheet The Table component only supports the Verdana font Your Excel spreadsheets may be using a different font which will result in minor visual differences between the spreadsheet and your tables To match your views change the spreadsheet font to Verdana 224 Xcelsius 2008 User Guide Frequently Asked Questions Microsoft PowerPoint questions 12 Microsoft PowerPoint questions How can I embed an Xcelsius 2008 SWF file into an existing Power
29. 2 Import the visualization that you are configuring To populate the web part with a visualization that visualization should already be imported into the Sharepoint library of documents It is usually best to create a document list for all visualizations so they can be accessed from the same location 3 Click the link to open the imported visualization and find its exact URL 4 Copy the URL into the Xcelsius 2008 Visualization Source field on the Web Part properties dialog box and click Apply The visualization appears in the web part on the page If there are any parameters defined in the visualization they appear on the Property dialog box below the Width parameter These parameters can be set at anytime by navigating to the property dialog box setting the parameters and clicking Apply Note Parameters can be of 5 types Text Numeric Check Box Date and List Box They can be used to set the value of any cell within the visualization More information about parameters can be found in the description of the Sharepoint Parameter component in the XSP client section 196 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Server Deploying Xcelsius 2008 Visualizations to Microsoft Sharepoint 10 Step 3 Connect the web part to other web parts When in modify Shared web part mode the user can also connect the visualization to other visualizations or to other web parts that can pass it data such as a Sharepoin
30. Administration Guide To modify rights in the CMC 1 To launch the CMC open your web browser and enter one of the following paths depending on your Enterprise deployment e NET http webserver businessobjects enterprisell5 WebTools ad minlaunch default aspx e Java http webserver portnumber businessobjects enter prisel15 adminlaunch launchpad html Here webserver represents the name of the web server and portnumber represents the connection port Tip If you have Enterprise installed on your machine you can also access InfoView on the Start menu Click Start gt Programs gt Business Objects gt BusinessObjects Enterprise Click either NET Administration Launchpad or Java Administration Launchpad depending on your Enterprise deployment 2 Click Central Management Console 3 On the CMC Log On page enter your logon information Inthe System field type the name of the CMC where the XLF or SWF file is stored e Inthe User name and Password fields type your logon credentials e From the Authentication list select the authentication type 4 Click Log On 5 On the CMC home page click Objects 214 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 A list of all the objects on the CMC appears Click the XLF or SWF file you want Click the Rights tab Use the lists under Access Level to set the rights for eac
31. Column Chart 0 20 40 60 80 120 A single or multi bar chart that shows and compares one or more items over a period of time or in a specific range of values You could for example use a column chart in visualizations that contain the quarterly headcount by region Stacked Column Chart and Stacked Bar Chart Xcelsius 2008 User Guide 75 Using Xcelsius 2008 Components Using the Chart components 6 120 100 80 60 40 20 A chart that compares several variables over a period of time Stacked bars compare one or more variables with each series adding to the total value This chart compares several variables over a period of time for example Marketing Cost and Administrative Cost Each one of the cost components is presented in a different color and each bar represents a different time period The total bar size represents the Total Cost e Combination Chart A combination column and line chart ideal for displaying a range of values and a trend line for those values You can use the combination chart in visualizations examining stocks A line series might show the historical stock price over the year and a column chart might show the volume of trading for that stock e Bubble Chart 76 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Chart components 6 The bubble chart is one of the most powerful analytic tools available It lets you compare a group or series of items based on three diff
32. Components Using the Selector components Click the Labels cell selector button and select the labels for the radio buttons for this sample select all of the data under column header Item On the Insertion Type dropdown menu select Filtered Rows Click the Source Data cell selector button and select the data corresponding to the Labels For this sample select the all of the data under column headers Date of Purchase Quantity and Item Click the Destination cell selector button and select a range of empty cells For this sample select a range of cells large enough to contain all of the Source Data Place a Column Chart component on the canvas Click the Column Chart to open its Properties panel 10 11 12 13 14 In the Chart box type Purchases by Date In the Category X Axis box type Date In the Value Y Axis box type Quantity Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and select the range of cells where the data will be inserted for this sample select the range where the column Quantity will be inserted Click the Category Labels X cell selector button and select the range of cells where the labels will be inserted for this sample select the range where the column Date of Purchase will be inserted Click Preview to view the interaction between the Radio Button and Column Chart components In th
33. Data component 89 spinner component 107 spreadsheets See Excel files 68 SQL Server Reporting Services 194 stacked charts types 74 starting visualizations troubleshooting 226 status list sample visualization 144 supported features 372 Excel functions 372 regional formats 229 T Table component 89 templates 65 creating 151 154 text components 113 Appearance tab 335 Behavior tab 332 General tab 330 Ticker component 89 Toggle Button component 89 tools 40 Components Explorer 40 Object Browser 48 Xcelsius 2008 User Guide 379 Index tools continued Properties panel 46 transferring global styles 63 Transparency box 234 trend icon 114 troubleshooting Excel 226 fixed single value components 226 frequently asked questions 225 location of scenarios 225 slow run time 226 starting visualizations 226 upgrading Microsoft Office 222 URL button component 225 URL based images 227 U Unicode font options 57 unmanaged Crystal reports 201 unmanaged environment 201 updating data 70 URL link button 130 troubleshooting 225 URL based images 227 V value component 107 sample visualization 109 variable length ranges ignore end blanks 146 vertical line component 127 visualizations creating 68 examples 37 380 Xcelsius 2008 User Guide visualizations continued previewing 63 taking snapshots 139 updating data for 70 VLOOKUP 227 Ww web connectivity components 130 Appearance tab 349 Behavior tab 34
34. End Blanks Select the Series Ignore End Blanks option to prevent all of the empty series past the last non empty series from being displayed in the Chart This option is useful when you need to display a variable number of series in your Chart For example you may want to create a model in which users select a region and then see statistics for every store within that region all in one chart Each series in the Chart would represent one store within the region and the values of the series would represent the different statistics for that store Since each region may have a different number of stores Series Ignore End Blanks could be enabled so that the number of series displayed in the Chart could vary to match the number of stores within each region For this example 1 Link the Chart to a range with the same number of series as the maximum number of stores within any region 2 Configure your model so that when a user selects a region 146 Xcelsius 2008 User Guide Using Advanced Features Ignore End Blanks for variable length ranges e the store statistics for all of the stores within that region are inserted into the beginning of the Chart Data range e the rest of the series ranges are filled with empty values 3 Enable Series Ignore End Blanks on the Chart This feature allows just one Chart to display all of the store statistics for every region Note Although the Chart may not be displaying all of the data within t
35. For example the default region key is AL for Alabama and CA for California The Map identifies data in the cell adjacent to the region key AL as being the data for Alabama and the region key CA as being adjacent to the data for California 112 Xcelsius 2008 User Guide 10 11 12 13 Using Xcelsius 2008 Components Using the Text components Click theDisplay Data cell selector button and select the cells containing the state region keys and their corresponding data that will be displayed on the Map for this sample the most recent Revenue data Under Insertion Type select Row Click the Source Data cell selector button and select the cells containing State Keys and the data to be displayed in the chart based on the user s selection for this sample the historic revenue data Note The Display Data range and the Source Data range each must have region keys associated with the data points thereby requiring two sets of data ranges depending on your data structure Click the Destination cell selector button and select an empty range of cells Note The range of cells must be empty and large enough to accommodate the region key and the historic revenue data for the state The Map component will insert the data into the selected range of cells Place a Column Chart component on the canvas Click the Chart cell selector button and select the first cell of the Destination range selected for the Map componen
36. Guide SXML SXML amp chr 34 SXML SXML amp SXML SXML amp lt column gt SXML SXML amp SXML SXML amp userDefaults SXML SXML amp chr 34 SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp close out th SXML SXML amp Now write th Response Writ Cleanup conn oRst close oRst Nothin oCmd Nothin oCon close oCon Nothin gt Using Advanced Features in Xcelsius Engage Using the Data Manager 9 lt variable name chr 34 totalEntries gt lt row gt lt column gt amp oRst TotalRecs value amp lt row gt lt variable gt lt variable name chr 34 userDefaults SH lt row gt lt column gt 5 lt column gt lt column gt 5 lt column gt lt column gt 5 lt column gt lt column gt 5 lt column gt lt row gt lt variable gt e XML data string lt data gt e data out so that it gets returned e sXML ection vars g g g Xcelsius 2008 User Guide 175 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Configuring Flash Variables connections Definition Name Connection 5 Variable Format XML oy Variable Data Ranges Name Range x EF Import Named Ranges Add or edit the following connection parameters for Flash Variables Connections Definition T
37. Header Background These options apply only to the List View component e Default Color e Over Color e Selected Color Header Labels These options apply only to the List View component e Default Color e Over Color e Selected Color Label e Default Color e Mouse Over Color e Selected Color Xcelsius 2008 User Guide 16 297 Selector Components Reference Appearance tab 16 The following options only to the Toggle Button component e On Color e Off Color Label Backgrounds e Default Color e Over Color e Selected Color Marker These options apply only to the Radio Button component e Default Color e Selected Color Progress Indicator These options apply only to the Play Selector e Marker Color e Track Color Rows These options apply only to the Spreadsheet Table component e Over Color e Selected Color Scroll Bar e Track Color e Thumb Color e Button Color e Button Symbol Color 298 Xcelsius 2008 User Guide Selector Components Reference Appearance tab 16 Source List Backgrounds These options apply only to the List Builder component e Default Color e Over Color e Selected Color Source List Labels These options apply only to the List Builder component e Default Color e Over Color e Selected Color Sort Symbol This option applies only to the Ticker component e Symbol Color Thumbnails These options apply only to the Fish Eye Picture
38. User Guide Sample History The History component is linked to a data point and then records the value of that point every time it changes It can also be configured to record the value at a set time interval To open the User Guide Sample file 1 Select File gt Samples 122 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Other components 6 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Play Selector component on the canvas Double click the Play Selector to open the Properties panel Click the Insertion Type dropdown menu select Row Click the Source Data cell selector button and select the source data a fk WN For
39. Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 x Canvas size in pixels G Preset Sze 800 600 C Custom See 800 width 600 height Forts Verdana hd Use Device Fonts Fonts wil not be embedded Use Embedded Forts You can modify the preset size to some standard sizes or you can create your own size The ideal size of your visualization depends on the quantity of components that you plan to use If you are building a simple visualization that contains a chart and slider the size can be around 640x840 Use the full size screen for dashboards or one page visualizations that contain several charts and selectors In the description field you can write a brief description of your visualization the author the date and its intended functionality This information will appear to all other designers when they use your XLF file or when you save your visualization as a template Using the Grid Tool The Grid command on the Preferences menu provides a layout tool that can aid in positioning components on the canvas Select File gt Preferences gt Grid to open the Grid Tool Xcelsius 2008 User Guide 45 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 Grid J Show Grid J Snap To Grid 100 Width 100 t Height The following options for customizing the grid are available e Show Grid This option controls the visibility of the grid e Snap to Grid This option a
40. also determines which default data is inserted into the Destination cells when the visualization is loaded 254 Xcelsius 2008 User Guide Chart Components Reference Behavior tab 14 Behavior tab Common tab Ignore Blank Cells The options in this area control how the chart handles blank cells at the end of range data For more information see gnore End Blanks for variable length ranges on page 146 e In Series Click In Series to prevent all of the empty series past the last non empty series in a range from being displayed in the Chart component This option allows a variable number of series to be displayed in the Chart component Note Although the component may not be displaying all of the data within the Data range the performance of the visualization is affected by the size of the range e This option does not apply to the Pie Chart component e In Values Click In Values to prevent all of the empty values past the last non empty value in a series from being displayed in the Chart component This allows a variable amount of series data to be displayed in the Chart component Note Although the Chart component may not be displaying all of the data within the Data range the performance of the Xcelsius 2008 visualization is affected by the size of the range Enable Run Time Tools The options in this area control the visibility of optional tools that appear on the chart in the generated SWF file These opti
41. and maximum limits are automatically calculated based on one of the following selections Note This option is unavailable for Play Control Spinner Dual Slider and Value components Limits for these components must be entered manually e Value Based Xcelsius 2008 User Guide 303 Single Value Components Reference Behavior tab 17 The limits comprise a range around the value e Zero Based The limits comprise a range that uses the value as the upper limit and zero as the lower limit e Zero Centered The limits comprise a range that includes the value and its negative with zero at the centerpoint e Alert Based The limits comprise a range based on the selected Alert method Behavior tab The features on the Behavior tab determine how the Single Value component behaves when the visualization is run Common tab The features in this section appear on the Common tab of the Behavior tab for single value components Depending on the component that you are working with some of these features may be unavailable Movement You can control the movement of sliders needles and progress bars There are three options for controlling movement e Increment Use the Increment box to restrict values to a determined increment Enter the desired increment in the Increment box or click the Increment cell selector button to bind the value to a cell in the embedded spreadsheet Note Increment is the only setting available i
42. appearance of the Container components Text tab For more information about the settings on the Text tab see Text tab on page 234 Note This tab is not available for the Canvas sub component Color tab Use this area to customize the color of various parts of the component The available elements will be listed with an adjacent color selector button click this button to customize the color of the element The following elements may be available depending on the component Background Color e Panel Color Scroll bar e Track Color e Thumb Color e Button Color e Button Symbol Color e Tab Backgrounds e Default Color e Over Color e Selected Color e Labels e Default Color Xcelsius 2008 User Guide 275 Container Components Reference Appearance tab 15 e Over Color e Selected Color 276 Xcelsius 2008 User Guide Selector Components Reference 4 chapter 16 Selector Components Reference Overview Overview This section discusses the Properties panel features for Selector components The following Selector components are available in all versions of Xcelsius 2008 e Check Box e Combo Box e Fisheye Picture Menu e Icon e Label Based Menu e List Box e Radio Button Toggle Button e Spreadsheet Table In addition Xcelsius Engage versions also have the following components e Accordion Menu e Filter Sliding Picture Menu e List View e List Builder e Ticker e
43. cannot access data at a HTTPS location Please refer to the online article from Adobe regarding security restrictions for data loading for information on creating a policy file to allow access to data in the cases above Xcelsius 2008 User Guide 161 9 Using Advanced Features in Xcelsius Engage Using the Data Manager The XML Data connection lets you use send and load functionality simultaneously through one URL The send ranges are sent to the URL prior to retrieving the load data This lets you create scripts which examine the sent data and return data that corresponds to the values sent much like a web request For example if a date was sent to a server script the script could return the sales figures for that date Excel ranges are mapped to XML using a row column structure For example a one row three column range named ExampleRange would be represented in XML with lt variable name ExampleRange gt lt row gt lt column gt Rowl Columnl value lt column gt lt column gt Rowl Column2 value lt column gt lt column gt Rowl Column3 value lt column gt lt row gt lt variable gt where Row1 Column1 value would be the actual value of the cell in the first row and first column of the range and so on The entire group of ranges is encapsulated within lt data gt tags During a load XML is translated into Excel ranges using the reverse process Configuring XML Data Connections Add or edit the foll
44. causing Flash Player to run slowly The Flash Player used to view Xcelsius 2008 visualizations displays this message when a script has taken more than 60 seconds to run Due to the complexity of Xcelsius 2008 visualizations larger visualizations running on slow machines may cause this message to be shown particularly at startup If you click No on the message dialog box the visualization should load properly Note While in Preview mode pressing Yes to abort the script causes the preview to stop working You will need to exit Preview then return to Preview mode to properly preview the visualization Why does my visualization start in a strange state When a visualization is loaded all selectors insert their default selection data into their Destination ranges to populate other components with data When more than one selector inserts into the same range the selector at the highest layer inserts last This overrides the default data inserted by the other selectors 226 Xcelsius 2008 User Guide Frequently Asked Questions Troubleshooting questions 12 You can use the Object Browser to view the order of the components and change the order using the Layer Options Why are formula based indexes for my VLOOQKUP array not changing at runtime To maintain the speed and efficiency of the VLOOKUP function Xcelsius 2008 does not recalculate formulas in the index column of a VLOOKUP array If you have a VLOOKUFP function that
45. chart 74 linking data sources 68 List Box component 89 List Builder component 89 List Builder sample visualization 96 List View component 89 Live Office 204 parameters 204 Xcelsius visualization data source 202 LiveOffice connector 130 LiveOffice Connector 202 making a refreshable visualization 202 passing parameters to Excel 205 updating web service setting 215 load selection XML Data Button component 171 LoadPreview xml 172 local scenario buttons component 114 using 118 Macromedia Flash installation 222 map components 111 Alerts tab 319 Appearance tab 317 as display component 111 as selector components 111 Behavior tab 316 General tab 314 how they work 111 sample visualization 112 maximum rows 228 N nested external files 129 non embedded fonts 57 378 Xcelsius 2008 User Guide Numeric Format list 237 O Object Browser 48 context menu 49 deleting components with 51 grouping components in 50 hiding components 50 renaming components in 52 selecting components in 49 OHLC chart 74 opening Properties panel 51 other components 114 Appearance tab 367 Behavior tab 361 General tab 354 Outlook emailing visualizations with 136 P panel set 114 parameters from Crystal Xcelsius 2008 to Live Office 204 pie chart 74 play button 107 Play Selector component 89 Position list 236 PowerPoint 134 exporting visualizations to 134 frequently asked questions 225 previewing visualizations 63 69
46. component 2 Holding down the left mouse button drag the component onto the canvas 3 Release the mouse button The component is dropped on the canvas at the location of the mouse pointer 4 Repeat this procedure for each component Xcelsius 2008 User Guide 43 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 Placing components on the canvas using point and click 1 On the Components Browser click a component 2 Click the canvas area The component is dropped on the canvas at the location of the mouse pointer 3 Repeat this procedure for each component Fitting the canvas to components After you complete your visualization you may want to adjust its final size to eliminate any surrounding white area cd To do this use the Fit Canvas to Components button on the tool bar Your visualization size will be adjusted to the minimum size according to the components placed on the canvas H In addition you can use the Increase Canvas and Decrease Canvas buttons on the toolbar to shrink or grow the canvas in small increments Fitting the canvas to the window S To resize the canvas so that it fills the workspace click Fit Canvas to Window on the toolbar Changing the canvas size You can change the canvas size before you start creating a visualization by clicking Document Properties on the File menu The Document Properties dialog box appears 44 Xcelsius 2008 User Guide Getting to Know
47. contain the Sales Totals for the individual branches 6 Click the Data in Columns radio button to indicate that the data is organized in a column 7 On the Drill Down tab click Enable Drill Down The Drill Down settings can now be configured 8 On the Insertion Type list click Rows 82 Xcelsius 2008 User Guide 10 11 12 13 14 15 16 Using Xcelsius 2008 Components Using the Chart components This will let you insert a row of data into the Destination range Click the Source Data cell selector button and select the source data from the spreadsheet For this example the range of cells should contain the columns of monthly sales data from January to December and the names of the branches Click the Destination cell selector button and select a range of cells from an empty row of the spreadsheet This is the range of cells where the row of data Branch name and sales Jan Dec will be inserted Note The cells must be empty or the drill down functionality will be compromised Click the Column Chart component to open the Properties panel Click the Chart cell selector button and select the first cell of the Destination range selected for the Pie Chart Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and starting with the first cell to the left of the cell selected in Step 12 select the remainder of the range of empty cells you
48. contains a formula in the index column the index column cell always contains the initial value of the formula Why are my URL based images not visible in preview mode Relative paths URL references to images that are relative paths do not display in preview mode because the preview SWF file is generated in a temporary directory When you export the SWF file to a location that will make the relative paths valid the images will load properly JPEG files on a web site If you are referencing JPEG files on a web site be sure that the JPEG files are not progressive JPEGs Progressive JPEG load in stages which allows low bandwidth users to see an image quickly and without having to wait for the entire image to load Xcelsius 2008 cannot display progressive jpegs that are referenced by a URL If you select the embed option when you reference a progressive JPEG Xcelsius 2008 displays the progressive JPEG as expected Xcelsius 2008 User Guide 227 1 2 Frequently Asked Questions Questions about supported features Why isn t my visualization connecting with its external data source Xcelsius 2008 requires Flash version 9 This version has security features which may prevent your visualization from connecting with an external data source Without a policy file SWF files from one domain cannot access data on another domain or sub domain In addition SWF files served over HTTP cannot access data at an HTTPS location Please refer to t
49. content to The options selected in the Content section will apply only to the highlighted Panel in the Panels list Content Type e 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 lt 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 Xcelsius 2008 User Guide 359 22 Other Components Reference General tab 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 Specific to the History component Data Use the cell selector button to select the cell that contains the data you want to t
50. effect on mouse over Appearance tab The features on the Apperanace tab let you customize the appearance of the Selector component Layout Tab The options in this section configure the layout of component properties Note The Layout tab is not available in the Accordion Menu List Builder or Check Box components 290 Xcelsius 2008 User Guide Selector Components Reference Appearance tab 16 Image Sizing The options in this area apply only to the Fish Eye Picture and Sliding Picture Menu components The following options configure the image sizing behavior of the thumbnail images for the menu Sizing Method Click an option from the list to set the sizing method of the thumbnail images for the menu The following options are available Scale The image will scale down to fit into the thumbnail area The aspect ratio of the image will be preserved Stretch The image will be sized to fit inside of the thumbnail area Height Enter or adjust the value in the Height box to set the height of the thumbnail images Width Enter or adjust the value in the Width box to set the width of the thumbnail images Thumbnails The options in this area apply only to the Fish Eye Picture Menu and Sliding Picture Menu components The following options are available Horizontal Margin Adjust the value in the Horizontal Margin box to set the horizontal spacing between thumbnail images Vertical Margin Adj
51. for the North America region On the Behavior tab click the Dynamic Visibility Status cell selector button and select the first cell of the Destination range for the Radio Button For Xcelsius 2008 User Guide 145 8 Using Advanced Features Ignore End Blanks for variable length ranges this sample North America is the first Label on the Radio Button therefore the North America chart s visibility will correspond to the first cell 5 Set the Dynamic Visibility Key to 1 6 Repeat steps 17 19 for the other charts and their corresponding regions Link the Latin America chart s Status cell to the second cell of the Destination range and so on according to the spreadsheet order 7 Click Preview to view the interaction between the Radio Button and Chart components When a region is selected on the Radio Button component a value in this sample Status List was selected so the value equals 1 is inserted in the spreadsheet in the cell of the Destination range that corresponds to that region s position in the list of regions All of the other Destination range cells have the value zero 0 The visibility of all the charts is also linked to the Destination range Each chart has been configured to be visible only when its corresponding cell has the value 1 inserted Since only one cell in the range has the value 1 at any given time only one chart at a time is visible Ignore End Blanks for variable length ranges Series Ignore
52. functionality to the toolbar by right clicking on any toolbar and adding the toolbar with the desired function s Xcelsius 2008 User Guide 53 4 4 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Importing Embedded Spreadsheet Although the embedded spreadsheet is a fully functioning Excel spreadsheet not all Excel functions are supported Xcelsius 2008 does not support macros conditional formatting or all available formula functions For a full list of supported formula functions see Supported Excel Functions on page 371 Xcelsius 2008 does support the moving of bound data ranges For instance if your chart source data range needs to be moved down a row to fit in the title simply select the range and move it to its new location Xcelsius 2008 will retain the new information and reference the new range However if only part of the range is moved the bound cell reference will remain the same You will need to open the component s Properties panel and re bind the cell reference to the new location if only part of the range is moved and you want the new location referenced Note The component s Properties panel will note reflect the updated range as the listed cell reference if a range is moved expanded by inserting cells or decreased by deleting cells The new range is still bound and recognized by Xcelsius 2008 The embedded spreadsheet allows you to change the sort order of your data However
53. is by using a Value component for instances where you would need multiple Value components you can also use the Grid component The Grid component is a collection of N number of Value components that are linked together Each cell of the Grid component works in the same way as the Value component The Grid component can be used as an input or output component Each cell of the Grid can be modified by clicking the value and dragging the value higher or lower This sample shows Sales by Branch Selecting a Branch from the List Box will show the historical data for the selected Branch on the Column Chart The Grid displays the data that underlines the Column Chart Adjusting the data in the Grid will modify the data in the Column Chart To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Xcelsius 2008 User Guide 121 6 Using Xcelsius 2008 Components Using the Other components The completed sample XLF file with embedde
54. large ticks displayed for the component You can enter a value from 2 to 21 or use the cell selector to link the value to a cell in the spreadsheet Minor The Minor Ticks box lets you specify the number of small ticks displayed between the large ticks You can enter a value from 0 to 21 or use the cell selector to link the value to a cell in the spreadsheet e Size of Divisions Major The Major box lets you specify the size of the distance between the large ticks displayed for the component You can enter a value from 0 to 100 or use the cell selector to link the value to a cell in the spreadsheet Higher values will result in larger distances between ticks Minor The Minor box lets you specify the size of the distance between the small ticks displayed for the component You can enter a value from 0 to 100 or use the cell selector to link the value to a cell in the spreadsheet Higher values will result in larger distances between ticks Note The size of the Minor Divisions is not dependant on the size of the Major Divisions Radial Definition This section applies to Dial and Gauge components only Minimum Angle Xcelsius 2008 User Guide 309 17 17 Single Value Components Reference Appearance tab The Minimum Angle box lets you specify the minimum angle the needle can rotate to Note Minimum Angle is unavailable if you chose Open from the Minimum Limit dropdown on the Behavior tab e Maximum Angle
55. of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Check Box component on the canvas Place a Column Chart component on the canvas Double click the Check Box component to open the Properties panel Click the Source Data Manual Edit button and set the values to be inserted when the Check Box is checked and unchecked Click OK For this sample use the default values of O for Unchecked and 1 for Checked a AON 6 Click the Destination cell selector button and select an empty cell from the spreadsheet 7 Click the Column Chart to open its Properties panel Click Data by Series click the plus button to add a series to the list box 9 Click the Name cell selector button and select the name of the first series For this sample select Market Growth 10 Click the Values Y cell selector button and select the data for the first series 11 Repeat Steps 8 10 for the second series Sales Growth 12 Click the Category Labels X cell selector button to select the cells in the spreadsheet that contain the column headers for this sample the years 13 On the Behavior tab click the Dynamic Visibility Status cell selector butto
56. same size as the Source Data range you selected in the last step Note The cells must be empty or the List Builder may not function properly Click the Column Chart component to open its Properties panel 10 11 Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and select the range of empty cells you selected for the Destination range for the List Builder component Click the Category Labels X cell selector button to select the cells in the spreadsheet that contain the chart data column headers for this sample the fiscal years On the Behavior tab in the Ignore Blank Cells area click In Series and In Values Note This ensures that the Column Chart only displays data for the items that were selected in the Destination List of the List Builder Click the Preview button to view the interaction between the List Builder and Column Chart components Move some of the branches from the Source List to the Destination List Click the Update button The Column Chart will update to show the yearly sales data for the selected Branches 98 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 6 User Guide Sample Accordion Menu The Accordion Menu componentis a two level menu that displays Categories and when clicked on the Categories expand to display a list of items to select from For this sample the Accordion Menu displa
57. section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component Xcelsius 2008 User Guide 119 6 Using Xcelsius 2008 Components Using the Other components or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 11 12 13 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Calendar component on the canvas Place a Bar Chart component on the canvas below the Calendar component Double click the Calendar component to open the Properties panel Click the Insertion Type dropdown menu select Date Click the Destination cell selector button and select an empty cell from the spreadsheet Note The cell must be empty or the functionality of the Calendar component will be compromised On the Behavior tab under Default Date click Use Custom Date For this sample set the Day to 1 Month to 7 and the Year to 2007 Check Enable Calendar
58. selected for the Destination range Click the Category Labels X cell selector button to select the cells in the spreadsheet that contain the column headers for this sample the months of the year Click the Preview button to view the interaction between the Pie Chart and Column Chart components As you click on slices of the Pie Chart the column chart will update to show the monthly sales data for the selected branch User Guide Sample Dual Axis Charts Xcelsius 2008 now has the ability to plot series data on both a primary and a secondary axis This is available for the following charts Line Bar Stacked Bar Column Stacked Column Area Stacked Area and Combination Chart To open the User Guide Sample file i 2 Select File gt Samples Select the User Guide Samples category Xcelsius 2008 User Guide 83 6 Using Xcelsius 2008 Components Using the Chart components 6 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Note The completed sample XLF file with embedded spreadsheet data and SWF file fo
59. selection on page 167 Select the cells that will be sent to the server at run time e Part 3 Server side To receive data from the XML Data Connection on page 168 Develop the web script to receive and tally votes Part 4 To load the data selection on page 171 Select the cells that will be updated at run time from the server Part 5 Server Side To send data to the XML Data Connection on page 172 To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location 166 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 C Program Files Business Objects Xcelsius assets samples User Guide Samples Part 1 To configure the XML Data Connection To create applications that connect to external sources using the XML Data Con
60. selector button in the Line column to customize the appearance of the lines connecting the data points Note This option applies only to the Line and Radar Chart components Fill Color Click the color selector button in the Fill column to customize the appearance of the data point markers 262 Xcelsius 2008 User Guide Chart Components Reference Appearance tab 14 e Line Thickness This option controls the thickness of the connecting lines Adjust the value in the thickness box to customize the line thickness e Enable Series Markers Click Enable Series Markers to display data point markers on the Series Note This option applies only to the Line Combination and Radar Chart components e Marker Size Adjust the value in the Maker Size box to set the size of the data point markers Note This option applies only to the Line Combination and Radar Chart components e Transparency For information on Transparency see Transparency on page 234 Specific to OHLC and Candlestick Chart components The options in this area customize the markers displayed on the Chart components The following options are available e Positive Color Click the color selector button adjacent to Positive Color to customize the color for a series in which the close value is higher than the open value e Negative Color Click the color selector button adjacent to Negative Color to customize the color for a series in which the close va
61. sent from the SWF and return the updated totals for the poll To refresh the polling application with the latest results the server side script queries a database to pull the most up to date data The script then converts the data into the XML structure that the XML Data Connection is expecting The XML is sent back to the connection where it is converted into data and used to update the visualization The following files make up the server side implementation of tallying the votes e LoadPreview xml An XML file generated by Xcelsius 2008 with the Preview XML button of the Load area on the Definition tab of the Properties panel of the component lt data gt lt variable name totalData gt lt row gt lt column gt 5 lt column gt lt column gt 10 lt column gt lt column gt 3 lt column gt lt column gt 5 lt column gt lt row gt lt variable gt lt variable name totalEntries gt lt row gt lt column gt 10 0 lt column gt lt row gt lt variable gt lt variable name userDefaults gt lt row gt lt column gt 1 0 lt column gt lt column gt 1 0 lt column gt lt column gt 1 0 lt column gt lt column gt 1 0 lt column gt lt row gt 172 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 lt variable gt lt data gt addresults aspx A VB script that reads the XML data and reads the new data lt Page Language VB aspcompa
62. stand out because it is light colored indicating small market share and is also the smallest block indicating a low price Conversely Product G is dark colored indicating a large market share and is also one of the largest blocks which indicates a higher price the dark color and large size make it stand out as a strong product Using the Single Value components Single Value components let you add user interactivity to your visualizations Single Value means that the components are linked to a single cell in the spreadsheet When you run the visualization the component lets you modify or represent the value of that cell For more information about Single Value components see Single Value Components Reference on page 301 Input vs output Single Value components have been classified as both input and output components which means that you can use any Single Value component as an input or output element in your visualization What dictates whether a Single Value component is an input which permits user interaction or output is the cell to which it is linked If the cell contains a formula of any type the component is interpreted as an output If the cell does not contain a formula it is represented as an input For example if you have a Gauge linked to a cell that does not contain a formula you can modify the value by dragging the gauge needle thereby modifying the cell value If you have a Gauge linked to a cell that does cont
63. the Color Order section click High Values are Good 150 Xcelsius 2008 User Guide Using Advanced Features Creating templates 8 10 In the Alert Location section check both Background and Marker 11 Place a Horizontal Slider component under the Gauge 12 Click the Slider to open its Properties panel 13 Click the Data cell selector button and select the Actual Value for Sales 14 In the Scale section click Manual Set the Minimum and Maximum Limits to 99 and 500 respectively 15 Repeat steps 2 14 customizing the second Gauge and Slider components to display the Inventories data For both components set the Scale Minimum and Maximum limits to zero 0 and 108 respectively For the Gauge in the Color Order section click Middle Values are Good 16 Repeat steps 2 14 customizing the third Gauge and Slider components to display the Cost of Goods Sold data For both components set the Scale Minimum and Maximum limits to zero 0 and 440 respectively For the Gauge in the Color Order section click Low Values are Good 17 Click the Preview button to view the interaction between the Gauge and Slider components Dragging the Slider adjusts the Actual Value of each account The affect on the alert display of increasing or decreasing the Actual Value varies based on whether it should be higher or lower than the Target Value Sales values should be high while the Cost of Goods Sold should be low and Inventory amounts shou
64. the Portal Data connection is only available with Portal Provider type connections See Usage Tab on page 191 for more information Configuring Crystal Report Data Consumer Connections Definition Row Headers fy Column Headers w Data w Description Add or edit the following connection parameters for Crystal Report Data Consumer Connections Definition Tab e Row Headers Use the Cell Selector button to select a row header in the spreadsheet e Column Headers Xcelsius 2008 User Guide 183 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Use the Cell Selector button to select a column header in the spreadsheet e Data Use the Cell Selector button to select a data range in the spreadsheet e Description Type a description for the Data Connection that will be saved with the file Configuring FS Command Connections Definition Usage Name Connection 6 Command w Parameters w For detailed information about FS Command see the Adobe Flash support site at http www adobe com support flash action _scripts actionscript _dictio nary actionscript_dictionary372 html Definition Tab e Name Type a name for the connection e Command Use the Command field to type a command for the FS Command or click the Cell Selector button and select a command in the spreadsheet e Parameters Use the Parameter field to type a parameter value for the FS Command or click the Cell Sel
65. the procedure called To make the Xcelsius 2008 file refreshable 5 Save the XLF file to your Enterprise system or export a SWF file to your Enterprise system For detailed information about how to do this see Storing Xcelsius 2008 files in Crystal Reports Server or BusinessObjects Enterprise on page 205 Using LiveOffice data for Xcelsius 2008 visualizations With Xcelsius 2008 you can create Xcelsius 2008 XLF files and SWF Adobe Flash files using Excel spreadsheets constructed from managed Crystal Reports or Web Intelligence data The LiveOffice Web Services in Crystal Reports Server and BusinessObjects Enterprise enables you to refresh Xcelsius 2008 SWF files and Xcelsius 2008 Visualizations from within InfoView The BusinessObjects Enterprise Web Services enables you to refresh the data from outside InfoView as long as you can connect to your Crystal Reports Server or BusinessObjects Enterprise system Depending on the data that is contained in the Excel spreadsheet you can perform a variety of tasks in Xcelsius 2008 that allow you to interact with Enterprise data Creating an Xcelsius 2008 visualization from a LiveOffice enabled Excel spreadsheet You can create an Xcelsius 2008 Visualization using data in a LiveOffice enabled Excel spreadsheet LiveOffice enabled means that the 202 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11
66. they run e Set user security and viewing rights e Configure caching and scheduling for reports Note You can only do this is you have administrative rights The Web config file located at lt drive gt inetpub wwwroot xrs is where this server configuration occurs The most important section of this file where the configuration takes place is shown here lt appSettings gt lt add key ReportingServicesUrl value http xrsdemo sd Re portServer gt lt add key ReportServerUr1l value http xrsdemo sd Reports gt lt add key XrsServicesUrl value http xrsdemo sd xrs gt lt appSettings gt 194 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Server Xcelsius 2008 Portal Integration 10 Xcelsius 2008 Portal Integration Xcelsius 2008 for Portals Xcelsius 2008 support for portals enables you to create dashboards within the portal environment Portal integration supports Sharepoint and Websphere Administrators can provide complex visualizations or simple Xcelsius 2008 components that can be customized by users Xcelsius 2008 supports the following Portal scenarios e Visualizations can be connected to Sharepoint lists e Visualizations can communicate with one another This scenario is useful for what if analyses or drill downs e Users can customize their visualizations such as the data components alert levels date ranges and default parameters that will be used For
67. this sample select the data in the Values column 6 Click the Destination cell selector button and select an empty cell For this sample select the top left most cell 7 Click the Behavior tab In the Interaction Options section check all Auto options 8 Place a History component on the canvas 9 Click the History component to open its Properties panel 10 Click the Data cell selector button and select the same cell as the Destination cell for the Play Selector 11 Click the Data Destination cell selector button and select an empty range of cells Note The size of this cell range will be the maximum number of historical changes recorded 12 Click the When Value Changes radio button 13 Place a Line Chart component on the canvas 14 Click the Line Chart to open its Properties panel Xcelsius 2008 User Guide 123 6 Using Xcelsius 2008 Components Using the Other components 15 Click Data by Range click the cell selector button and select the same range of cells as the Data Destination range for the History component 16 Click the Data in Columns radio button 17 Click Preview to view the interaction between the History component and the Play Selector and Line Chart components In this sample the Play Selector has a fixed series of data points The selector inserts each point in sequence into a cell of the spreadsheet The History component records the value in this cell each time it changes The Line Chart then d
68. this section apply to the following components e Vertical Line e Horizontal Line Line Color The color selector button adjacent to Line Color lets you select the color of the line component Specific to the Image component The features in this section apply to the image component only For more information see How to use the Image component on page 128 Note The image component supports JPEG and SWF files as well as Xcelsius 2008 models However it does not support these file types e Progressive JPEG Xcelsius 2008 User Guide 325 Art and Background Components Reference Behavior tab 19 e JPEG with CMYK coloring e Nested SWF files Import The Import button lets you browse for an image file When you select an image file to import the file name appears in the Filename box Resize Image to Component When you check the Resize Image to Component check box Xcelsius 2008 scales the imported file to the size of the image component on the canvas When you clear this check box the JPG or SWF file you import appears in its actual size Embed File The Embed File check box lets you embed a copy of the image file in the Xcelsius 2008 model If you select Embed File the image file becomes part of the Xcelsius 2008 model If you clear Embed File Xcelsius 2008 loads the image file when the model is viewed in its interactive format Hide SWF Background Color The Hide SWF Background Color check box is available onl
69. to each connection that you want to be refreshed To select all connections select the checkbox at the top of the column Launch Data Manager Click this button to launch the Data Manager to add or configure external connections See Using the Data Manager on page 154 342 Xcelsius 2008 User Guide Web Connectivity Components Reference General Tab 21 Specific to Reporting Services Button Label Type the text to be displayed on the Button or click the cell selector button to select a cell from the spreadsheet Reporting Services Click the Select Report button to launch the Select Report dialog box Select Report dialog box e Xcelsius for Reporting Services URL Type the URL or select from the dropdown menu Click the Submit button to display the reports available at the selected URL e Reports e Select Source Report This area displays the file directory at selected URL Report Parameters This area lists the Name and the Type of data for the parameters in the selected report e Launch Report in Web Browser button Click this button to preview the selected report in your default web browser Reports list box This area will display the raw data contained in the report in columns by parameters Click OK or Cancel to return to the Properties panel Reporting Parameters e Display Parameters at Run Time Xcelsius 2008 User Guide 343 2h Web Connectivity Components Reference General Tab Ch
70. to the Source Data box to select the data that is inserted when a selection is made on the component Note This option is enabled only when Rows or Columns is selected on the Insert Option list Value Set Select a value set from the list Note e The Value Set list is enabled only when Value is selected on the Insertion Type list e This option is only available in Bubble and XY Charts Destination Xcelsius 2008 User Guide 253 Chart Components Reference Drill Down tab 14 Click the cell selector button adjacent to the Destination box to select the cells s that the data is inserted in Note The Destination cells must be blank or the data inserted may be compromized Interaction Options The selections in this area determine how the component recognizes that a selection has been made Click an option on the Insert On list to define the recognition method of the component The following options are available e Mouse Click The user must click on an item to select it e Mouse Over An item is selected when the pointer passes over it Default Selection The options in this area set the default status of the component The following options are available e Series Click an option from the list to select the Series that will configure the default value e Item Click a value from the Item list to select which data point of the series will be selected by default when the visualization is loaded This option
71. translated to XML and sent to the URL The translated ranges are sent via HTTP using the POST method List Box Select a range in the list box to edit the cell selection for that range Add Xcelsius 2008 User Guide 163 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Use the Add button J to add a new range e Remove Use the Remove button LJ to delete the highlighted range from the list Name Type a name for the selected range or use the cell selector button to link to a cell in the spreadsheet e Range Use the Range cell selector to select the cells from the spreadsheet e Preview XML button Use the Preview XML button to see the structure of the XML that your visualization needs to send data to the external data source Usage Tab See Usage Tab on page 191 for Data Manager Usage Tab options User Guide Sample Connection Refresh Button XML Data Connection This sample demonstrates a simple XML Data connection that is triggered by clicking a Connection Refresh Button This sample also includes the Reset Button to clear the data retrieved so that the connection can be refreshed To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file an
72. use arrows to scroll through the icons or the menu can be configured to scroll through the icons as the user moves the mouse Note This component is not available in Xcelsius Present Icon The Icon can be used as a selector or display component As a selector it functions similar to the Check Box component It can represent the actual value contained in one cell and be compared to its target value in another cell The Icon can also be set to change color depending on its value relative to the target value which is an Alert See Alerts on page 148 for more information At the same time you can use the Icon to activate and display other components See Dynamic Visibility functionality on page 142 for more information Note To configure the Icon as a display only component click the Appearance tab and uncheck Show On Off The Icon will not be selectable Label Based Menu The Label Based Menu lets users select items from a vertical or horizontal grouping of buttons List Box Xcelsius 2008 User Guide 91 6 Using Xcelsius 2008 Components Using the Selector components A2 A3 Bi l A standard user interface component that lets users select items from a vertical list e List View Company 1 1000 2000 3000 Company 2 Company 3 1400 2400 3800 Company 4 1600 2600 4200 Company 5 Note This component is not available in Xcelsius Present The List View component has the same function
73. 00 being the longest duration Xcelsius 2008 User Guide 307 17 Single Value Components Reference Appearance tab Auto Rewind The Auto Rewind check box controls whether the play sequence for the component automatically rewinds to the minimum value Auto Replay The Auto Replay check box controls whether the play sequence for the component automatically replays Dynamic Visibility For information about the features in the Dynamic Visibility area see Dynamic Visibility on page 239 Animations and Effects tab For information about the features in the Animations and Effects tab see Animations and Effects tab on page 240 Appearance tab The features on the Appearance tab let you customize the appearance of the Single Value component Layout tab The features in this section control how the tick marks and other layout options will appear in the visualization Enable Ticks The Enable Ticks check box controls the visibility of ticks the small markers that indicate values for the component When you select Enable Ticks the following options for customizing the appearance of the ticks are available e Auto Scale 308 Xcelsius 2008 User Guide Single Value Components Reference Appearance tab Select this option to automatically scale the ticks according to the data Manual Select this option to manually set the appearance of ticks e Number of Ticks Major The Major box lets you specify the number of
74. 08 Using Templates 4 To View Xcelsius 2008 Templates 1 On the File menu click Templates The New From Template dialog box appears 2 In the Category box click New 3 In the Items box click the Template you would like to view A description and preview of the Template is shown 4 Click OK to open the Template 66 Xcelsius 2008 User Guide Creating and Updating Xcelsius 2008 Visualizations 4 chapter Creating and Updating Xcelsius 2008 Visualizations Creating a visualization 9 This section introduces the process of creating and updating Xcelsius 2008 visualizations Creating a visualization 1 Add or import spreadsheet data to an Xcelsius 2008 file 2 Link components to the spreadsheet 3 Preview and publish the visualization Step 1 Add Spreadsheet Data The first step in creating an Xcelsius 2008 visualization is to add spreadsheet data to support your visualization There are three ways to do this e Import a spreadsheet from Excel e Copy paste cells from an Excel file or Xcelsius 2008 embedded spreadsheet e Manually enter information into the embedded spreadsheet You can add modify and delete data in the embedded spreadsheet If you have linked cells to components the components will automatically update when you change the data in linked cells Step 2 Link components to the spreadsheet The second step in creating an Xcelsius 2008 visualization is to select the data sou
75. 08 opens an instance of Excel that runs in the background Although you can open a second instance of Excel you will not be able to copy formulas between the instances If you need to use Excel and Xcelsius 2008 files simultaneously first open Xcelsius 2008 then open your Excel files by navigating to them using Windows Explorer and double clicking on them If you need to keep synced Excel and Xcelsius 2008 files we recommend making your updates in the Xcelsius 2008 embedded spreadsheet and then exporting the data to an Excel spreadsheet Note Xcelsius 2008 imports Excel files by copying the spreadsheet data and inserting the data into the Xcelsius 2008 embedded spreadsheet After the data has been imported it is no longer linked to the original Excel spreadsheet Any changes you make to the source file will not appear in the Embedded Spreadsheet nor will any changes to the Xcelsius 2008 file appear in the original Excel file Xcelsius 2008 User Guide 71 Creating and Updating Xcelsius 2008 Visualizations Updating data for a visualization 5 72 Xcelsius 2008 User Guide Using Xcelsius 2008 lt Components Using Xcelsius 2008 Components Overview 6 Overview This section introduces the Xcelsius 2008 components and their most basic functionality Using the Chart components Charts are one of the most powerful ways to transmit your message A well created chart can transmit a real sense of value to any report T
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77. 5 General tab 340 web service connector component 130 Weight box 234 what if presentation 37 Word exporting visualizations to 136 X X Shift box 236 XLF files importing from Xcelsius 3 0 3 5 32 XML Data Button component 130 161 configuring 167 load selection 171 receive selection 168 send data 172 send selection 167 XML maps 189 XY chart 74 Y Y Shift box 237
78. 7 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration bl e Inthe User name and Password fields type your logon credentials e On the Authentication list click the appropriate authentication type If you are unsure of your logon information contact your system administrator 4 Click OK The Save As dialog box appears and displays the folder structure of the Enterprise repository 5 Select the folder that you want to export the SWF file to enter a file name and click Save The SWF file is exported to the Enterprise repository Managing Xcelsius 2008 files in Crystal Reports Server or BusinessObjects Enterprise The Enterprise system allows you to manage Xcelsius 2008 files through InfoView and the Central Management Console CMC You can perform the following tasks with XLF and SWF files in InfoView e View a list of your XLF and SWF files e Search for specific files e Move or copy files to different folders e View and refresh SWF files in InfoView If you have administrative rights to the Enterprise system you can modify the edit and view rights for XLF and SWF files within the Central Management Console CMC Note You cannot view XLF files in InfoView To view XLF files that have been added to the Enterprise system you must open the XLF file within Xcelsius 2008 For more information see Opening XLF files from an Enterprise folder on page 206 With
79. Background components Border Scale The Border Scale slider lets you adjust the width of the background component s border When you drag the pointer to the right the border becomes thicker When you drag the pointer to the left the border becomes thinner Specific to Shape components The features in this section apply to the following components e Ellipse e Rectangle Enable Border Selecting the Enable Border check box makes the shape component border visible and provides the following options for customizing the appearance of the border e Color Click the color selector button to choose a border color e Thickness Type or edit the value in the Thickness box to set the width of the border e Transparency Use the slider to set the Transparency of the border For information about the Transparency box see Transparency on page 234 Xcelsius 2008 User Guide 323 19 Art and Background Components Reference General tab Fill The items on the Type list determine the fill color and shading of the shape component None The shape component has no fill Solid The fill is a solid color Linear gradient The fill changes colors as you move from one side of the shape component to the other Radial gradient The fill changes colors as you move from the center of the shape component to the edge Fill Settings Selecting Linear Radial or Solid from the Type list provides the following options for cus
80. Button returns the visualization to its original state Users can interact with the components then click the button to clear their changes Grid The Grid component is a dynamic table that represents a group of rows and columns of content The Grid lets you show the data just as it is on any table or perform data modification that can impact other components The Grid component differs from the Spreadsheet and List View components in that rather than being a static representation of the data table the user can click the cells of the Grid and type new values or drag the values higher lower Note This component is not available in Xcelsius Present Xcelsius 2008 User Guide 117 Using Xcelsius 2008 Components Using the Other components 6 Using the Local scenario button component The Local Scenario Button component lets users save the current state of a visualization making it well suited for saving results of what if analyses Users can save any number of these results or scenarios and load them at any time even after closing the visualization The scenarios created are specific to each visualization As such two visualizations can have scenarios with the same names without interfering with one another The visualization can be moved or renamed on the same computer and will still be able to access its saved scenarios Scenarios saved in preview mode will not persist outside of the preview session This includes snapsh
81. Column Widths Click Custom Column Widths to set the width of columns Note This option is available only for the List View component Text tab Show Text selection box Select the box in the Show column next to a text element to display that element on the component One or more of these elements may be available depending on the component type Title Source List Title Source List Labels Destination List Labels Destination List Title Destination List Labels Button Labels Header Category Names Labels Display Value The following parameters apply to the text element that is selected indicated by a blue highlight in the Show Text selection box Text Settings For information about text settings including font size alignment and color see Format Selected Text on page 235 Position 294 Xcelsius 2008 User Guide Selector Components Reference Appearance tab 16 For information about the Position list see Position on page 236 e Offset X For information about the Offset X box see Offset X on page 236 e Offset Y For information about the Offset Y box see Offset Y on page 237 e Number Format For information about the features in the Number Format area see Number Format on page 237 Color tab Use the color selector buttons to customize the appearance of the component The parts of the component that can be customized vary depending on the component you are working with The following options may b
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83. Expand Direction list e Center Down e Left Down e Right Down e Center Up e Left Up e Right Up Open Animation Use Open Animation to animate the opening of the component Specific to the Sliding Picture Menu component Slider method The options on this list control how the Sliding Picture Menu scrolls through the thumbnails The following are the available options e Buttons Xcelsius 2008 User Guide 287 Selector Components Reference Behavior tab 16 The user must click on the buttons to scroll through the thumbnails e Mouse The Sliding Picture Menu will scroll through the thumbnails as the user moves the mouse Slider amount The options on this list control the scrolling behavior of the Sliding Picture Menu The following are the available options e One The Sliding Picture Menu will scroll through the thumbnails one at a time e Page The Sliding Picture Menu will scroll through the thumbnails a page ata time The number of thumbnails per page is determined by the width of the component Scroll Speed Adjust the Scroll Speed slider to control the speed of the slide behavior as the user scrolls through the Sliding Picture Menu thumbnails Specific to the Spreadsheet Table component Row selectability The options in this area configure whether the rows of a Spreadsheet Table component are selectable Row Check the box adjacent to Row to enable row selection for all rows of the table Clear the
84. Guide Time Text General Properties Panel Reference Behavior Tab 13 Type Select the desired date format from the Type list The Time format provides the following option for customizing the appearance of time values Type Select the desired time format from the Type list The Text format displays numerical values as plain text This format has no additional options for customization Behavior Tab Common tab Dynamic Visibility Status The Dynamic Visibility area appears on the Common tab in the Behavior tab The features in the Dynamic Visibility area control the visibility behavior of the component Dynamic Visibility Show component only if status matches key Status Sheet1 4 2 y Key Sheet1 B 2 w Status lets you select a cell in the embedded spreadsheet to control the visibility of the component If the value in the Status cell equals the value of the Key the component will be displayed Xcelsius 2008 User Guide 239 13 General Properties Panel Reference Behavior Tab Key Note Do not link Status to a cell or range of cells that are already linked within the same component for example Data ranges The overlap will cause those data sources in the component to not refresh if changed dynamically Key lets you specify the value that the Status must match for the component to become visible Enter the value in the box or use the cell selector to bind the value to a ce
85. In the Components browser select a Label component drag the pointer and release in the interior of the Panel Container The Label will now be inside the Panel Container 6 In the Objects Browser click the plus sign to expand the Panel Container tree The Pie Chart and Label will be displayed as sub components of the Panel Container 86 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Container components 6 7 Select the Label click Enter Text Type or paste any block of text into the box 8 Click the Panel Container displaying the black sizing boxes Decrease the size of the Panel Container so that only the Pie Chart is visible by dragging the bottom corner sizing box 9 Click Preview to view how the Panel Container displays components In this sample the Panel Container has been sized smaller than its contents The Panel Container automatically adds horizontal and or vertical scroll bars as needed If more components were added to the canvas of the visualization dynamic visibility functionality could be used to show or hide the entire Panel Container and its contents rather than applying the functionality to each component individually User Guide Sample Tab Set The Tab Set component is similar to the Panel Container component The Tab Set acts as one or more smaller canvases within the main canvas A Tab Set contains multiple views organized in tabs each view can be displayed by clicking its corresp
86. Limits for the Calendar component For this sample set the Start Month to 7 Start Year to 2007 End Month to 7 and the End Year to 2007 Click the Bar Chart component to open its Properties panel Type in the Chart box or click the adjacent cell selector button and select the title from the spreadsheet For this sample use Daily Sales by Branch Click the Subtitle cell selector button and select the subtitle from the spreadsheet For this sample choose the Chart Subtitle value cell which will update based on the Calendar selection Click Data by Series click the plus button to add a series to the list box Click the Values X cell selector button for this sample select the row of cells adjacent to Chart Data Range 120 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Other components 6 14 Click the Category Labels Y cell selector button to select the cells in the spreadsheet that contain the column headers of the Source Data for this sample the branch names 15 Click the Preview button to view the interaction between the Calendar and Bar Chart components As you click on the dates in the Calendar component the Bar Chart component will display the daily sales data for all of the branches for that date User Guide Sample Grid In some visualizations you might want to complement the graphical display of data with traditional tables that show the underlying data One way to do this
87. ML sXML amp lt column gt amp oRst Staff value amp lt column gt SXML sXML amp lt column gt amp oRst Demos value amp lt column gt SXML sXML amp lt column gt amp oRst Buy value amp lt column gt sX sxXML amp lt row gt SX sXML amp lt variable gt totalEntries SXML sXML amp lt variable name chr 34 totalEntries chr 34 gt SXML SXML amp lt row gt SXML sXML amp lt column gt amp oRst TotalRecs value amp lt column gt SXML sXML amp lt row gt SXML sXML amp lt variable gt userDefaults SXML sXML amp lt variable name chr 34 userDefaults chr 34 gt SXML sXML amp lt row gt 170 Xcelsius 2008 User Guide SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp SXML SXML amp close out th SXML SXML amp Now write th Response Writ Cleanup conn oRst close oRst Nothin oCmd Nothin oCon close oCon Nothin 4 gt Using Advanced Features in Xcelsius Engage Using the Data Manager 9 lt column gt 5 lt column gt lt column gt 5 lt column gt lt column gt 5 lt column gt lt column gt 5 lt column gt lt row gt lt variable gt e XML data string lt data gt e data out so that it gets returned e sXML ection vars aa Part 4 To load the d
88. Menu and Sliding Picture Menu e Default Color e Over Color e Selected Color Other e Gridline Color e Vertical Gridlines e Horizontal Gridlines e Unchecked Color e Checked Color Xcelsius 2008 User Guide 299 Selector Components Reference Alerts tab 16 e Background Color e Label Header Color Alerts tab For information on the features available on the Alerts Tab see Alerts Tab on page 241 Note The Alerts Tab applies only to the following Selector components e Ticker e Label Based Menu Combo Box e List Box e List Builder e Icon 300 Xcelsius 2008 User Guide Single Value Components lt Reference chapter 17 Overview Single Value Components Reference Overview This section discusses the Properties panel features for Single Value components The following Single Value components are available in all versions of Xcelsius 2008 All Dials e All Gauges All Sliders All Progress Bars e Play Control e Spinner e Value For more information about Single Value components see Using the Single Value components on page 107 General tab Title Data The features on the General tab let you link the single value component to data To give the single value component a title type the desired title in the Title text box Alternatively you can click the Title cell selector button and select a title in the spreadsheet To provide the single value component
89. Play Selector For more information about Selector components see Using the Selector components on page 89 General tab Title Type in the Title box or click the adjacent cell selector button to select the title for the component Note This option is not available for Icon Toggle Button Spreadsheet Table and Play Selector components 278 Xcelsius 2008 User Guide Selector Components Reference General tab 16 Labels Click the Manual Edit button adjacent to the Labels box to manually enter the labels or click the adjacent cell selector button to select the labels from the spreadsheet Note The Labels options are not available for the following components e Accordion Menu e Check Box e List View e Spreadsheet Table e Play Selector e Filter Note The Labels Manual Edit button is not available for the Icon component Value Labels Click the cell selector button adjacent to the Value Labels box to select the values that will be displayed as labels on the Ticker component Note This option applies only to the Ticker component Display Data Click the cell selector button adjacent to the Display Data box to select the range of data that is displayed on the component Note The Display Data area applies only to the Spreadsheet Table and List View components Display Value Enter the value or click the cell selector button adjacent to the Display Value box to select a cell containing the value The valu
90. Point presentation Within Xcelsius 2008 you can embed your current SWF file into a new PowerPoint presentation using the Export to PowerPoint options You can then cut and paste your SWF into another presentation See Exporting your visualization to PowerPoint on page 134 for more information Troubleshooting questions Why doesn t my component show scientific formatting The visual display of scientific formatted numbers is not supported at this time Calculations that are dependent upon scientific formatted numbers are not affected Why doesn t my URL button work Your URL must include http for it to function correctly What happened to the scenarios I saved If you are having trouble saving and loading scenarios with the Scenario button refer to How does the Local Scenario Button component work on page 118 Xcelsius 2008 User Guide 225 TZ Frequently Asked Questions Troubleshooting questions Why can t I drag my Slider Dial or other single value component The values of single value components that are linked to cells with formulas cannot be adjusted This prevents inconsistencies in the visualization Why do I receive a Server Busy message The Server Busy message means that Excel has a pending operation or is busy performing an instruction Check Excel to make sure it is not in the process of editing and then click Retry on the warning dialog box Why do I receive the message A script in this movie is
91. Theme Colors to revert to the original appearance of the visualization Any color changes made will be reverted to their default values Selecting a new color scheme will affect all components placed on the canvas after the new scheme is applied If you would like to change the color scheme of components already on the canvas you will need to select Apply To Existing Components Click Create New to create a custom color scheme or select a custom color scheme from the list and click Edit to modify the scheme Note Only Custom color schemes can be edited Xcelsius 2008 User Guide 61 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 For information on the Custom Color Scheme Dialog see Creating a Custom Color Scheme on page 62 Creating a Custom Color Scheme You can create custom Color Schemes by modifying the parameters of an existing color scheme To create a Custom Color Scheme 1 On the Format menu click Color Scheme then select Create New or select the Color Scheme icon from the toolbar E and select Create New Color Scheme from the dropdown menu The Color Schemes dialog box appears Custom Custom Color Scheme OO Scheme Create a Custom Color Scheme Select a color Irom the palette to edt Rs value If you woud like Crystal Xcelsius to help you generate a custom color palette enable the Auto Match Colors T5 secs and boi poor nave Coke Schama chek Save z F H 1 Auto Match Col
92. This option is available for gauge and dial components only The Maximum Angle box lets you specify the maximum angle the needle can rotate to Note Maximum Angle is unavailable if you chose Open from the Minimum Limit dropdown on the Behavior tab Show Background Check this box to display fill the background of the component Note This option is available only for the Value component Layout Options Select the checkbox next to each component part you want to display e Show Rew Fwd e Show Prev Next e Show Slider Note The options in this section apply only to the Play Control component Text Tab Show Text selection box Select the box in the Show column adjacent to each text element you want to display on the component The following text elements are available Title e Value e Limits 310 Xcelsius 2008 User Guide Single Value Components Reference Appearance tab 17 Note The Limits text element is not available for Spinner Play Control or Value components Format Selected Text The following parameters apply to the text element that is highlighted in the Show Text selection box Color tab Text Settings For information about text settings including font size alignment and color see Format Selected Text on page 235 Position For information about the Position list see Position on page 236 Offset X For information about the Offset X box see Offset X on page 236 Offset Y For inf
93. Xcelsius 2008 User Guide Single Value Components Reference Behavior tab 17 The user must drag the pointer above or below the component to change the value For each increment of change the user must continue to drag the pointer e Auto The user can drag the pointer and place it above or below the value component to change the value The value will automatically continue to change while the mouse button is held without requiring further pointer movement Note This option is only available for Value components Enable Play Button The Enable Play Button check box controls the visibility of the play button for the component When the user clicks the Play Button in the visualization the component will sequence from the minimum value to the maxium value at the increments set for the component Click the check box to enable the Play Button and make the following configuration options available Note e These options are not available for Dual Slider or Spinner components These options are automatically enabled for the Play Control component Auto Play The Auto Play check box controls whether the play sequence for the component automatically plays when the visualization is loaded Note This option is only available for the Play Control component Play Time The Play Time box lets you set the duration of the play sequence in seconds You can enter a value from 1 to 100 with 1 being the shortest duration and 1
94. Xcelsius 2008 User Guide Xcelsius 2008 User Guide Copyright Third party Contributors 2008 Business Objects All rights reserved Business Objects owns the following U S patents which may cover products that are offered and licensed by Business Objects 5 555 403 5 857 205 6 289 352 6 247 008 6 490 593 6 578 027 6 831 668 6 768 986 6 772 409 6 882 998 7 139 766 7 299 419 7 194 465 7 222 130 7 181 440 and 7 181 435 Business Objects and the Business Objects logo BusinessObjects Business Objects Crystal Vision Business Process On Demand BusinessQuery Crystal Analysis Crystal Applications Crystal Decisions Crystal Enterprise Crystal Insider Crystal Reports Desktop Intelligence Inxight the Inxight Logo LinguistX Star Tree Table Lens ThingFinder Timewall Let there be light Metify NSite Rapid Marts RapidMarts the Spectrum Design Web Intelligence Workmail and Xcelsius are trademarks or registered trademarks in the United States and or other countries of Business Objects and or affiliated companies All other names mentioned herein may be trademarks of their respective owners Business Objects products in this release may contain redistributions of software licensed from third party contributors Some of these individual components may also be available under alternative licenses A partial listing of third party contributors that have requested or permitted acknowledgments as well as required notices can
95. a and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 2 3 11 12 13 14 15 16 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Tab Set component on the canvas Double click the interior of the Tab Set canvas to open the Properties panel In the Label box type North America Inthe Components browser select a Pie Chart component drag the pointer and release in the interior of the Tab Set The Pie Chart will now be inside the Tab Set Click the tab label click the plus button to add a new tab At the prompt enter Latin America for the tab Label click OK to add the new tab In the Components browser select a Line Chart component drag the pointer and release in the interior of the Tab Set The Line Chart will now be inside the Tab Set Click the tab label click the plus button to add a new tab At the prompt enter Europe for the tab Label click OK to add the new tab In the Components browser select a Column Chart component drag the pointer and release in the interior of the Tab Set The Column Chart will now be inside the Tab Set Click the tab label click the plus button to add a new tab At the prompt enter Asia for the tab Label click OK to add the new tab In the Components browser select a Bar Chart compon
96. a desired threshold value in the text box click the Add button to see it automatically placed in the alert levels list You can also edit the existing alert levels by clicking either the From or To values Alert levels can be deleted from the list by clicking the Delete X button Note When Enable Auto Colors is checked the color selector buttons for each alert level are unavailable To customize an alert level color clear the check box Enable Auto Colors Enable Auto Colors automatically picks alert colors from a range of colors If you add or remove alert thresholds Xcelsius 2008 will automatically adjust the colors along the selected color gradient To select a new color range click the Enable Auto Colors icon then select a color gradient from the dialog 242 Xcelsius 2008 User Guide General Properties Panel Reference 1 3 Alerts Tab CN x Custom Built in E a e a W 1i Create new gradient Note You can edit custom gradients by right clicking on them and editing the colors Select Create new gradient to create a custom gradient Xcelsius 2008 User Guide 243 1 3 General Properties Panel Reference Alerts Tab totor i x 2 Color Gradient O 3 Color Gradient Color Fill Font Colori a Colorz A No Data a Select the number of base colors and use the buttons to customize the fill and font colors Fill Color The down arrow button opens the dialog where you ca
97. a range of empty cells 8 Click the Alerts tab check Enable Alerts 9 Click the Alert Values cell selector button and select the range of cells with alert values for this sample select the Average Sales data 10 Click the By Value radio button 11 In the Color Order section click the High Values are Good radio button 12 Place a Column Chart component on the canvas 13 Click the Column Chart to open its Properties panel 14 Click Data by Series click the plus button to add a series to the list box 15 Click the Values Y cell selector button and select the same range of cells as the Source Data for the Label Based Menu component 16 Click the Category Labels X cell selector button and select the column headers of the Source Data range 17 Click Preview to view the interaction between the Label Based Menu and Column Chart components In this sample the Label Based Menu can alert the user to values in the Column Chart that may require closer attention Xcelsius 2008 User Guide 149 Using Advanced Features Alerts 8 User Guide Sample Alerts Single Value This sample provides a demonstration of the alert functionality applied to the Gauge component The alert levels show the Actual Values vs the Target Values for the accounts Revenues Inventory and the Cost of Goods Sold Using the Slider component the Actual Values can be adjusted up or down which will trigger different alert level displays To open the User Gu
98. a selection should include the fields used by the filter as well as the corresponding data that will be displayed in the chart 5 Click the Destination cell selector button and select an empty range of cells in a row The range must be large enough to display a full row of chart data For this sample select the range of cells adjacent to Filter Destination Note The cells must be empty or the inserted data may not function properly 6 Adjust the value in the Number of Filters box For this sample set the number of filters to three Product Sales Rep and Account Type 7 Click the Title cell selector button and select the labels that will appear above each Combo Box For this sample select the column headers of the fields to be filtered 8 Place a Bar Chart component on the canvas 9 Click Data by Series click the plus button to add a series to the list box 10 Click the Values X cell selector button and select the range of empty cells you selected for the Destination range for the Filter component 11 Click the Category Labels Y cell selector button to select the cells in the spreadsheet that contain the chart data column headers for this sample the quarters of the year 12 Click the Preview button to view the interaction between the Filter and Bar Chart components The quarterly Sales data displayed in the Bar Chart will update depending on the selections made in the Combo Boxes of the Filter Component User G
99. a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a List Builder component on the canvas 3 Place a Line Chart component on the canvas below the List Builder component 4 Double click the List Builder component to open the Properties panel 5 Click the Labels cell selector button and select the Source List items from the spreadsheet For this sample select the list of branches Xcelsius 2008 User Guide 97 6 Using Xcelsius 2008 Components Using the Selector components 6 12 13 14 On the Insertion Type list click Row This inserts a row of data corresponding to each item that is placed in the Destination List Click the Source Data cell selector button and select the range of data from the spreadsheet For this sample the range of cells should contain the table of yearly sales data for the branches Click the Destination cell selector button and select a range of empty cells For the List Builder the Destination range must be the
100. ab e Name Type a name for the connection e Variable Format Select XML or CSV format data to send to the SWF file e Variable Data The Name and Range parameters apply to the range that is highlighted in the Ranges list box e Ranges List Box Select a range in the list box to edit the data for that range e Add Use the Add button LH to add a new range to receive return XML e Remove 176 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Use the Remove button LJ to delete the highlighted range from the list Name Type a name for the selected range or use the cell selector button to link to a cell in the spreadsheet e Range Click the Range cell selector button to select a range from the spreadsheet e Import Named Ranges button Use this button to import named ranges from the spreadsheet User Guide Sample Flash Variables connection With the Flash Variables connection you can pass data directly to a SWF file that is hosted in an HTML page This data is passed to the visualization before the SWF file loads and lets you initialize your visualization with any data that is passed in by this method Note This functionality utilizes the FlashVars property of the Adobe Flash Player For more information on this functionality please see the Using FlashVars to pass variables to a SWF TechNote on the Adobe web site The sample visualization below lists stock mar
101. ace a Column Chart on the canvas Double click the Column Chart to open the Properties panel Click the Data by Range cell selector button Select the range of cells that contain the data for the Column Chart from the spreadsheet and click OK Type or link the chart title and subtitle Type or link the axis names Click the Horizontal Slider component to open the Properties panel Click the Data cell selector button Select the Price Per Unit value cell from the spreadsheet and click OK kh OND CGOAN OH Step 3 Preview and publish the visualization The third step is to preview and publish the visualization You can Preview the live visualization test the simulation results and generate the Flash animation SWF that contains the visualization The visualization is then ready for publishing and distribution Xcelsius 2008 User Guide 69 5 Creating and Updating Xcelsius 2008 Visualizations Updating data for a visualization Click the Preview button Jon the tool bar to toggle between the design view and Preview In Preview you can interact with the visualization as you would when it is published Once you are satisfied with the results the visualization is ready to be published You can publish your visualization using one of the following methods Export as Adobe Flash SWF Note This option is available only in Xcelsius Engage 2008 only Export as HTML Note This option is available only in X
102. action while the data connection is loading Trigger Behavior Xcelsius 2008 User Guide 347 Web Connectivity Components Reference Behavior tab 2 Trigger Cell se this option to select a cell from the spreadsheet that can trigger a web connection or connection refresh This feature allows another action within the visualization to trigger the component as if the component itself was clicked The component is triggered according to the trigger behavior selected There are three behavior options for triggering the component e When Cell Updates The data is refreshed anytime the Trigger Cell updates e When Value Changes The data is refreshed when the value in the Trigger Cell changes e When Value Equals The data is refreshed when the value in the Trigger Cell is equal to a target value Enter the target value or use the cell selector to bind to a cell in the spreadsheet e Dynamic Visibility For detailed information about Dynamic Visibility see Dynamic Visibility on page 239 Animations and Effects tab For information about the features in the Animations and Effects tab see Animations and Effects tab on page 240 348 Xcelsius 2008 User Guide Web Connectivity Components Reference Appearance tab 21 Appearance tab Layout tab Show Button Background Select the Show Background check box to show a background in the button By clearing the Show Background check box you can create a text only link
103. ages This allows you to add your own logos or artwork to an Xcelsius 2008 visualization Note Progressive JPEGs and JPEGs with CMYK coloring as opposed to the standard RGB coloring are not supported You can also add videos animations and other interactive elements by importing a Flash files Since Xcelsius 2008 visualizations are Flash files you can use this feature to add an exported Xcelsius 2008 visualization into another Xcelsius 2008 visualization Note Flash Player versions 9 and later have new security features which may prevent your Xcelsius 2008 visualization from connecting with an external data source Without a policy file SWF files from one domain cannot access data on another domain or sub domain In addition SWF files served over HTTP cannot access data at a HTTPS location Please refer to the online article from Adobe regarding security restrictions for data loading for information on creating a policy file to allow access to data in the cases above Embedding external files When importing external files into the Image components you may choose wheter or not to embed the file If you do so it will become a part of the SWF file that is created when the visualization is exported 128 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Art and Background components 6 If you choose not to embed the file at runtime the file will be loaded into the exported visualization as needed When the vi
104. ain a formula you cannot modify the value Each component can be used to add interactivity to a visualization e Dial Xcelsius 2008 User Guide 107 6 Using Xcelsius 2008 Components Using the Single Value components An input component A Dial represents a variable that can be modified to affect other components For example to represent the Price per Unit Slider and Dual Slider CO 0 An input component A Slider represents a variable that can be modified to affect other components For example to represent the Price per Unit The Dual Slider allows you to adjust both the minimum and maximum values Progress Bar 0 LSU ILI PRLS FE i a An output component A Progress Bar represents a value that changes and fills the progress bar area depending on its value Gauge An output when bound to a cell containing a formula or an input when bound to a cell containing a value As an output a Gauge represents a value that changes and moves the needle As an input a Gauge represents a variable that can be modified to affect other components Users can interact with the Gauge by dragging the needle to change the value Value 108 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Single Value components 6 Oo An output when bound to a cell containing a formula or an input when bound to a cell containing a value As an output a Value represents a value that changes As an input a Val
105. ality as the table component but lets the user sort the columns and adjust the width of the columns in the exported SWF file e List Builder 92 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 6 Remove The List Builder provides a way for end users to build their own set of data This data set can then be used to populate another component Note This component is not available in Xcelsius Present Radio Button Oa B c The Radio Button component lets users select from a vertical or horizontal group of selections Ticker BBB CCC The Ticker component displays horizontally scrolling text in your visualization Scrolling stops when the user hovers the mouse over the labels Note This component is not available in Xcelsius Present Toggle Button Xcelsius 2008 User Guide 93 6 Using Xcelsius 2008 Components Using the Selector components Off A standard user interface component that lets users toggle between two states on and off Spreadsheet Table The Spreadsheet Table component is a What You See Is What You Get representation of any group of cells from your spreadsheet Note The Spreadsheet Table component can be used as a display component as well as a selector component As a display component the Spreadsheet Table is a graphic representation of a range of cells in the spreadsheet To use the Spreadsheet Table as a display c
106. ameters size and color intensity e Reset Button Reset The Reset Button allows the end user to revert to the visualization s original settings after changing data at runtime e New Maps Additional maps have been added that cover Europe and Asia Pacific countries A new map of the US that includes Alaska and Hawaii has also been added e Print Button Print The Print Button allows a user to print the SWF file directly from the browser 24 Xcelsius 2008 User Guide What s New in Xcelsius 2008 B Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 Xcelsius Engage new components In addition to the components available in Xcelsius 2008 Xcelsius Engage provides the following components in all versions e Panel Container A Panel Container acts as a smaller canvas within the main canvas and holds one or more components Components in the Panel Container can be moved added changed or deleted Panels can be placed anywhere on the canvas e Tab Set Tab Set is similar to Panel Containers The Tab Set acts as a smaller canvas within the main canvas A Tab Set contains multiple tab views each can be displayed on the canvas by clicking its corresponding tab e Trend Analyzer wy The Trend Analyzer combines data analysis and visualization The component analyzes the data selection and provides an additional data series that can be plotted to display a trend line e History Xcelsius 2008 User Guide 25
107. amic visibility see Dynamic Visibility on page 239 Animations and Effects tab For information about the features in the Animations and Effects tab see Animations and Effects tab on page 240 Appearance tab Layout tab Wrap Text Select the Wrap Text check box to cause lines of text that are longer than the component width to wrap to the next line of the label Note This option does not apply to the Input Text component Transparency For information about Transparency see Transparency on page 234 Note This option is not available for the Label component Xcelsius 2008 User Guide 335 Text Components Reference Appearance tab 20 Text tab Format Selected Text For information about the text settings see Text fab on page 234 Number Format For information about the features in the Number Format area see Number Format on page 237 Note This option is available only in the Label component Color tab Click the cell selector button adjacent to an element to customize its color The following options are available for customizing colors in the text component e Background Color You can customize the color of the text component background e Scroll Bar options e Track Color You can customize the color of the scroll bar track e Thumb Color You can customize the color of the thumb piece in the scroll bar e Button Color You can customize the color of the scroll buttons e Button Symbol Colo
108. ange Xcelsius 2008 User Guide 147 8 8 Using Advanced Features Alerts Alerts For information on Alert tab settings see Alerts Tab on page 241 Alerts are commonly used to call the attention of the user to a specific item or action that has reached some pre established limits These limits are often called targets budgets benchmarks etc and are a standard to which an item is compared In all mature Business Intelligence applications you will find the capability to trigger alerts when some conditions are not met Xcelsius 2008 has one of the most advanced and user friendly Alert methods available Its flexibility use and application is covered in this section Xcelsius 2008 lets you define alerts on most charts and single value components When alerts are enabled on these components the component will represent the current level of the alert by displaying the specific color that corresponds to that level How to Use Alerts Using simple and easy to understand methods you can configure and customize the Alert levels colors methods etc On the Properties panel select the Alerts Tab This tab is available for most Charts and Single Value components Some Selector components have Alerts functionality as well Note Alerts can be enabled in Chart components with only a single series User Guide Sample Alerts Selectors Alerts can now be added to the following selector components Label Based Menu Combo B
109. ange of data there are labels that will be displayed on the selector component These labels may be duplicated and associated with more than one data point or row of data With Filtered Rows the selector filters the range of labels into unique data entries When the label is selected on the selector component only the rows that correspond with that label are inserted in the Destination range To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a Radio Button component on the canvas 3 Double click the Radio Button to open the Properties panel 104 Xcelsius 2008 User Guide 15 16 Using Xcelsius 2008
110. art Configuring a chart in Xcelsius 2008 is similar to creating a chart in Excel The minimum requirement is to have a list of values in a range of cells After this you can enhance your chart with some basic information such as Title Subtitle Axis Titles and Series Names Xcelsius 2008 User Guide 79 6 6 Using Xcelsius 2008 Components Using the Chart components Example Creating a visualization with a chart For this example you will need an Excel file that contains an adjacent range of cells 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a column chart on the canvas Double click the column chart component to open the Properties panel Here you can select the data sources and modify the chart s appearance Titles Chart Column Chart w Subtitle Sample Sub Title ES Category x Axis w value V Axis w Secondary Value Y Axis 4 Type the title of the chart in the Chart box Tip You can also click the Chart cell selector button to select the chart title from the spreadsheet Type the subtitle of the chart in the Subtitle box Tip You can also click the Subtitle cell selector button to select the chart subtitle from the spreadsheet Type the axis name in the Category X Axis box Tip You can also click the Category X Axis cell selector button to select the axis name from the spreadsheet Type the axis name
111. art Components Reference Alerts Tab 268 Xcelsius 2008 User Guide Container Components Reference 4 chapter 15 Container Components Reference Overview Overview This section discusses the Properties panel features for the Container components The Container components available are e Panel Container e Panel Container 2 Tab Set Note The Tab Set component uses a sub component labeled Canvas This component has a Properties panel separate from the Tab Set Properties panel Each tab in the Tab Set has its own canvas Click the Plus sign adjacent to the Tab Set in the Object Browser to expand the list of Canvases For more information about Container components see Using the Container components on page 85 General tab The settings on the General tab let you specify the basic settings for the component Title Type a title for the component or click the adjacent cell selector button to select a title from the spreadsheet Tab Alignment Click the drop down menu to select an alignment option for the tabs in the component Note This option is only available for the Tab Set component Label Type a label for the component or click the adjacent cell selector button to select a label from the spreadsheet Note This option is only available for the Canvas sub component 270 Xcelsius 2008 User Guide Container Components Reference Behavior tab 15 Behavior tab The settings on the B
112. ata selection To configure an Xcelsius 2008 visualization to refresh data from an external source 1 On the Definition tab click Enable Load 2 Click the Add button A new range is created 3 In the Name box type a name for the range For this example enter the name totalData 4 Click the Range cell selector button and select the range of cells to be refreshed 5 Repeat steps 3 5 to create totalEntries and userDefaults ranges 6 Set up the external data source to return the XML You can create an XML file and manually update it as needed or write a server script tha t queries a database and translates the results into XML Choose an implementation that suits your specific needs First configure the XML Data button to enable loading from the external data source Xcelsius 2008 User Guide 171 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Part 5 Server Side To send data to the XML Data Connection The XML Data Connection expects to receive XML data in the same row column format that it uses to send range data You can view the exact structure that the connection is expecting by pressing the Preview XML button in the Load area The following example was developed to run on a Microsoft NET web server There are no restrictions on how the web query needs to be implemented The server script for our polling application has two functions It must handle the data
113. be combined with other components to create a dynamic visualization e Accordion Menu The Accordion Menu is a two level menu that lets users first select a category and then select from items within that particular category Note This component is not available in Xcelsius Present Xcelsius 2008 User Guide 89 6 6 Using Xcelsius 2008 Components Using the Selector components Check Box A standard user interface component where users toggle between two states checked and unchecked Combo Box ABC a A standard user interface component that drops down a vertical list of items when it is clicked Users can then select an item from the list Filter 123 B ro The Filter component looks at a range of cells with multiple fields of data and categorizes them by unique data entries The Filter sifts through the data range and inserts data corresponding to the drop down selections Fisheye Picture Menu oft alale With the Fisheye Picture Menu users select from a set of pictures or icons As the mouse is moved over each item in the menu the item is magnified The closer the mouse is to the center of the item the more the item is magnified This creates an effect similar to that of a fish eye lens Sliding Picture Menu 90 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components With the Sliding Picture Menu users select from a set of icons or pictures The users can
114. be found at http Awww businessobjects com thirdparty 2008 02 13 Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 Xcelsius 2008 Versions Available 17 Application Overview 19 What s New in Xcelsius 2008 23 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 6 32 Getting to Know Xcelsius 2008 35 ETEEN E E E E T E E E 36 Understanding the Xcelsius 2008 system cc cccceeeeeeeeeeeeeeeeeeeeeees 36 How Xcelsius 2008 differs from traditional reporting applications 36 How Xcelsius 2008 WOmkKS ccccccceeeeeeeeeceeeeeeeeeeeeneeeeeeeeeeeeenneeeeeeeees 37 How visualizations lOOK eeeceeeeeeeeeeeeeeeenneeeeeeeeeeeenaaeeeeeeeeeeeeaeeeeeees 37 Example 1 What if presentation using alerts cscceeeeeeeeeee 37 Example 2 What if presentation using a calculator 0 c0 38 Example 3 Historical data comparison presentation 39 Understanding the Xcelsius 2008 tools cc eceeeeeeeeeeeeeeeeneeeeeeeeeeeeeeed 40 Using the Components Browset ccs ceceeeeeeeeeeeeeeeeeeseeeeeeneeeee 40 Using the Canvas cccccccccceeececeeeenceeeeeeceeeeceeeeeeesaeeeeeeeeeeeesenteseeeaae 43 Using the Properties panel cccceeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeeneeeeeeeee 46 Using the Object BrowSel cccccccceececeeeeeceeeeeeneeeeeeeeeeeeeeaeeeeeenneeee 48 Using the Embedded Spreadsheet 2 ccceeceeeeeceeeee
115. box to prevent all rows from being selected 288 Xcelsius 2008 User Guide Selector Components Reference Behavior tab 16 Check the box adjacent to each row to enable row selection for the row highlighted Specific to the Ticker Component Item Separator Enter a character in the Item Separator box to change the separator between each item Scroll Direction Click the Scroll Direction list to set the direction the scroll will move Left e Right Scroll Speed Adjust the Scroll Speed slider to change the speed of the scroll Specific to the Accordion Menu component Slide Speed Adjust the Slide Speed slider to customize how fast the Categories expand when clicked Specific to the Play Selector Component Play Time Adjust the value in the Play Time box to control the length of time the sequence will play Xcelsius 2008 User Guide 289 Selector Components Reference Appearance tab 16 Auto Play Click Auto Play to have the component automatically play when the visualization is loaded Auto Rewind Click Auto Rewind to have the sequence automatically rewind after playing Auto Replay Click Auto Replay to have the sequence automatically replayed after playing Specific to the Fisheye Picture Menu component Zoom Size Adjust the Zoom Size slider to change the size of the fisheye popup effect on mouse over Zoom Speed Adjust the Zoom Speed slider to configure the speed of the fisheye popup
116. c Revenue data of the selected state will be displayed on the Column Chart To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a Map component on the canvas for this sample use the United States by State Continental component 3 Click the Region Keys Manual Edit button to verify that each state is linked to the same state region key as in your spreadsheet The U S by State Continental component has region keys for the 48 continental states plus Washington D C in alphabetical order Before configuring the Map component you must include the region keys for each state that is identified in your spreadsheet
117. caet aot E 227 Why are my URL based images not visible in preview mode 227 Why isn t my visualization connecting with its external data source 228 8 Xcelsius 2008 User Guide Contents Chapter 13 Questions about supported features cccccceeeeseeeeeeeeeeeeeeeeeeeeeeeeees 228 What Excel functions are supported by Xcelsius 2008 228 What is the maximum limit of rows for a single range selection 228 Does Xcelsius 2008 support Excel files that link to other Excel files 228 How large can my Excel file D ccecceccceeeeseeeeeeeeeeeeeseeeeeseees 229 Which regional Excel formats does Xcelsius 2008 support 229 Why don t my Excel macros wotk ccceseeceeeeeeeeeeeeeeeeeeeeeeeeees 230 General Properties Panel Reference 231 ONY 1 001 ee 232 Common DUTIONS isisi Anh steele eiae a oe adaa 232 Cell Selector DUttON cccccccccceeeesessseeeeeeeesseesneeeeeeeesseseseeeeeeeeeseeea 232 Color Selector DUttON cccceeceeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeesaeeeeteneeeees 232 Manual Edit DUON aes uee ia 233 Information DUttON ccccccccsssessseeeeeeeesessseeeeeeeseseseeseeeeeeeessesstaeeees 233 Appearance tab eeececceeeeeeeeseeeeeeeeeeeeeteeeeeeeeeeeesteaeeeeeeeeeeeneseeeeeeeeeeeeen 234 Layout tab wivc cecetisseistastveeseecnas ei i e n a a a di 234 Texa 0 e O er eee 234 Behavior Tab ccscccsesececeseceecee
118. cccccccssssscceeeeesssssseeeeeeeessssstseeeeeeeees 259 Appearance tab eeeccceeeeeeeseseeeeeeeeeeeeeteeeeeeeeeeeeseeaeeseeeeeseessseeeeeeeeeeeees 259 Layout tabs casino a a a RE EE EE E Ea 259 Senes taD e ae e R ieaS 262 TES CTS S E i neni nei eel eee 264 Text tabana a a a a a a E a Eai aaa 266 Color taD ieaie ee oe R a E Raae aE E EAEN 266 Al rts E e A A cleeieeneeesceciieceea 267 Container Components Reference 269 OVEIVICW E E A E E E E 270 General tab cccccccccccessssssseeeeeeesssssseeeeeeeeseeeeseeeeeeesseeeenseeeeeeeesssesaaeees 270 Behavior tab cccccccssccccecececcceeeeececeeeaeeeeeeeaeeeeeeeeeeaeeeeeeaeeeeeeeeaeneeeeeeaeea 271 Common tab ccccccceeessesseeeeeeeeeeceesseeeeeeeecsesseseeeeeeeseeesisaeeeeeeeseeetnaeess 271 ApPe arance tab nionad a e A E a 272 OVEMVIGW s lt s2cc cissceesedsageiesicaay ccSnagedngsaagyetedsagevagaaagaecodteeeagsasiesepeagiaagescnsstese 273 General tab ccccccccccccssssssseeeeeeeessessneeeeeeeesseesssaeeeeeeessesesaeeeeeeessssstaaeees 273 Behavior ta vecscccseeceteascee seed eetetaaddiceteadeebetbad ede ceed R E ERA E EERE EA 274 Common tab ccccccceessssssteeeeeeeseseeneeeeeeeeseeeetseeeeeeesseetisaeeeeeesseeeea 274 10 Xcelsius 2008 User Guide Contents Chapter 16 Animations and Effects tab cccccccceeeeececeeeeeeeeeeeeeeeeeeseeeeteneeeees 275 Appearance tabean oios p a a E a EA 275 Selector Components Reference 277 EET ATE E E E
119. ce General tab 16 Insertion Type The options on this list determine the structure of the data that is inserted when a selection is made There are six options e Position A target cell is linked to the selector component When a selection is made on the selector component the position value of the selection is entered in the target cell For example if the second item in the list is selected the number two 2 will be inserted in the target cell e Label A target cell is linked to the selector component When a selection is made on the selector component the label of the selection is entered in the target cell For example if the user selects B from options A B and C the label B will be inserted into the target cell e Value A target cell is linked to the selector component The selector labels are each associated with a value in the spreadsheet When a selection is made on the selector component the source data value of the selection is entered in the target cell e Row A target row is linked to the selector component The selector labels are associated with a range of data organized in rows When a selection is made on the selector component the corresponding row of data values is entered in the target row e Column A target column is linked to the selector component The selector labels are associated with a range of data organized in columns When a selection is made on the selector component the corr
120. ce of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a Sliding Picture Menu component on the canvas 3 Place a Column Chart on the canvas beneath the Sliding Picture Menu component 4 Double click the sliding picture menu component to open the Properties panel 5 Click the Labels cell selector button and select the data to be displayed as the image labels For this sample select the names of the products 6 Click the Embedded radio button then click the Import button The Import Thumbnail dialog box appears 7 Select the Click to Add Images button Navigate to the first thumbnail image and click OK For this sample image files have been provided in the User Guide Samples file directory 8 Repeat Step 7 until all images to be used have been added to the Import Thumbnail dialog box 9 On the Insertion Type list select Row Xcelsius 2008 User Guide 101 6 10 11 12 13 14 15 16 17 Using Xcelsius 2008 Components Using the Selector components Click the Source Data cell selector button and select the range of cells containing the source data For this sample the range of cells should contain the y
121. celsius Engage 2008 only A Export to Microsoft PowerPoint Export as Adobe PDF 6i Email Using Microsoft Outlook Gri Export to Microsoft Word 2 Export to BusinessObjects Platform Note This option is available in BusinessObjects Xcelsius Enterprise 2008 only See Exporting Xcelsius 2008 Visualizations on page 133 for more information Updating data for a visualization The Export Settings command on the File menu lets you specify how you want to update data You can update the embedded spreadsheet as needed or you can specify an external Excel file to use as a data source The following options for updating the data in your visualization are available Use Current Excel Data This option takes the data as it exists in the embedded spreadsheet This is the default option Use Another Excel File 70 Xcelsius 2008 User Guide Creating and Updating Xcelsius 2008 Visualizations Updating data for a visualization s This option lets you specify a different Excel file from which to take data when the file is exported Updating the Embedded Spreadsheet The easiest way to update your data is to make your changes directly in the embedded spreadsheet Change the data in the embedded spreadsheet the same way you would with an Excel spreadsheet You can copy and paste cells from an Excel spreadsheet Formulas and values will be pasted into Xcelsius 2008 however conditional formatting will not be retained Note Xcelsius 20
122. cent cell selector button to select the label displayed on the Add button in the List Builder component Xcelsius 2008 User Guide 283 16 Selector Components Reference General tab When the user clicks the Add button the highlighted item is moved from the Source list to the Destination list Remove Button Type in the Remove Button box or click the adjacent cell selector button to select the label displayed on the Remove Button When the user clicks the Remove button the highlighted item is moved from the Destination list to the Source list Update Button Type in the Update Button box or click the adjacent cell selector button to select the label displayed on the Update Button When the user clicks the Update Button the selections in the Destination list and their corresponding data are inserted in the spreadsheet Specific to the Accordion Menu component Categories Select a category to edit from the list Click the plus or minus buttons to add or delete a Category in the list Click the up or down arrow to change the Category s position in the list e Name Enter a name for the highlighted Category or use the adjacent cell selector button to select a cell from the spreadsheet e Labels Click the cell selector button to select the labels within the highlighted category from the spreadsheet e Source Data Click the cell selector button to select the range of data that corresponds to the Labels within the
123. characters defined by the expressions that follow it will not be allowed until another caret appears When a second caret appears the characters defined by the expressions that follow it will be allowed until another caret appears For example 0 9 abc def defines the following e numbers are not allowed a b and c are allowed e d e and fare not allowed Because the dash and caret have special meanings there is a specific way to specify the actual dash and caret as part of the character set To specify a dash or carat as part of the character set place a backslash before the special character for example a dash is specified by typing and a caret is specified by typing V Because the backslash also has a special meaning a backslash must also be represented by placing a backslash before it A few common characters sets are shown below e Whole Numbers 123 0 9 e Real Numbers 1 5 0 9 e Fractions 1 2 0 9 e Positive Whole Numbers 0 9 e Positive Decimal Numbers 0 9 e Letters a zA Z Numbers and Letters 0 9a zA Z Note This option is only available for the Input Text component Xcelsius 2008 User Guide 333 20 Text Components Reference Behavior tab Scroll Bar Options Horizontal Scroll Bar This section lets you define the behavior of the horizontal scroll bar A horizontal scroll bar can be used to quickly navigate horizontally through text and is useful fo
124. cheme used by an XLF is unavailable the style will continue to be used by the existing componenets in the visualization but it will not be able to be applied to new components Changing the current Color Scheme To change the current Color Scheme click the color scheme icon E on the Themes toolbar Select a color scheme from the menu ico E GEORGES con CCR curert theres Coors BIR EEO igenem ha Yeon omo8 thus sky CORSET rion a E Colsgate EE nE mes EE Nera Select Create New Color Scheme to create a custom color scheme See Creating a Custom Color Scheme on page 62 Alternatively you can change the color scheme by selecting Color Scheme from the Format menu 60 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Color Schemes i x Preview Custom Built in Current Theme Colors Aqua Marine Tech Blue Tech Green Tech Pink Tech Red Tech Yellow vibrant watermelon Blue Moon Blue Sky Boardroom Collegiate zl Create New Edit Vv Apply to Existing Components In the Color Schemes dialog box select a color scheme from the list Click OK to apply the selected Color Scheme to the components on the canvas The Color Scheme that is applied to the visualization is displayed on the Component Explorer Note There is a default color scheme associated with each Theme that cannot be modified Select Current
125. ci ehinien deen 200 Moving from an unmanaged environment to a managed environment 201 Using LiveOffice data for Xcelsius 2008 visualizations 202 Storing Xcelsius 2008 files in Crystal Reports Server or BusinessObjects ENEP SC saa e E a E E E OERS 205 Managing Xcelsius 2008 files in Crystal Reports Server or BusinessObjects Enterprise 2 cc ccccceeeceeeeeeneeeeeeeeeeeeeeneeeeeeeaees 208 Updating LiveOffice connection settings after system migration 215 Launching an InfoView document from Xcelsius 2008 216 Opening an Infoview SWF with Xcelsius 2008 eeeseeeees 218 Xcelsius 2008 User Guide 7 Contents Chapter 12 Frequently Asked Questions 221 Installation QUESTIONS eee eeetee cece ee eeeeeeeee eter eeeeeaaaeeeeeeeeeeeeaaeeeeeeeee 222 Do need to install Adobe Flash to use Xcelsius 20087 222 Why doesn t Xcelsius 2008 function after upgrade or install Microsoft OMICS Fe eevisces netiedes neato esteet ct erate eat ead teed de teense eee ene 222 Embedded Spreadsheet questions ccceeeeceeeeeeeeeeeeeeeeeeeesteeeetees 222 Why doesn t my Excel formula paste correctly ccceseeeeee 222 Why does the look of my component change when copy it into a new visualization ssrin aeaa deta dni o R ees 223 Why doesn t my visualization display my spreadsheet customization 223 LiveOffice QUESTIONS cccceececeee
126. click Save to Enterprise The Log On to BusinessObjects Enterprise dialog box appears 2 Enter your logon information Inthe System field type the name of the Central Management console CMC where you want to save the XLF file The CMC stores information about the objects saved to the Enterprise system For more information about the CMC refer to the BusinessObjects Enterprise or Crystal Reports Server guides e Inthe User name and Password fields type your logon credentials e On the Authentication list click the appropriate authentication type If you are unsure of your logon information contact your system administrator 3 Click OK 4 Select the folder where you want to save the XLF file enter a file name and click Save Tip To add a folder to the CMC click New Folder Opening XLF files from an Enterprise folder When an XLF file is saved to an Enterprise folder in BusinessObjects Enterprise or Crystal Reports Server it can also be opened from that location To open an XLF file from an Enterprise folder 1 In Xcelsius 2008 on the File menu click Open from Enterprise The Log on to BusinessObjects Enterprise dialog box appears 2 Enter your logon information 206 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 Inthe System field type the name of the Central Management Console CMC that you want to open the XLF
127. ct the first cell in the Destination range selected for the Accordion Menu This cell will contain the name of the sales representative and will now be displayed as the Column Chart title Click the Preview button to view the interaction between the Accordion Menu and Column Chart components As you click on a region and select a sales representative the chart will display the monthly sales data for that sales representative User Guide Sample Sliding Picture Menu The Sliding Picture Menu component displays thumbnail images that when selected insert data corresponding to the images that can be displayed by another component In this sample the Sliding Picture Menu displays 100 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 6 thumbnail images of a company s products clicking on a product image displays sales data for that product in a Column Chart To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearan
128. ctor Components Reference Appearance tab 16 Note This option applies only to the Radio Button component Show Ticker Background Select the Show Ticker Background box to display the ticker background This option applies only to the Ticker component Button Separation Enter or adjust the value in the Button Separation box to control the amount of space between buttons Note This option applies only to the Label Based Menu component Auto Replay Click the box adjacent to each play selector element you want to display e Show Background e Show Progress Indicator e Show Rew Fwd e Show Prev Next Note Auto Replay is only available for the Play Selector component Show Gridlines Click Show Gridlines to enable the grid display Note Selecting the Show Gridlines option only displays a grid for cells that do not have a cell border or a cell pattern specified in the spreadsheet Note This option available only for the Spreadsheet Table component Gridlines e Click Show Vertical Gridlines to display vertical gridlines Use the adjacent color selector to customize the color of the vertical gridlines e Click Show Horizontal Gridlines to display horizontal gridlines Xcelsius 2008 User Guide 293 16 Selector Components Reference Appearance tab Use the adjacent color selector to customize the color of the horizontal gridlines Note This option is available only for the List View component Custom
129. cuments and reports that have been published to BusinessObjects Enterprise using a simple URL OpenDocument allows you to specify not only the report but also report parameters to return only the desired data Note OpenDocument launches the report or document in a separate browser window 216 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration Basic Structure http lt webserver gt businessobjects enterprisell5 lt platformSpe cific gt lt parameter1 gt amp lt paramter2 gt amp amp lt parameterN gt Note The URL needs to be URL encoded if it contains non URL safe characters Sample URL http cdidboe 8080 businessobjects enterprisell5 deskto plaunch opendoc openDocument jsp sType rpt amp sRepolype corpo rate amp sPath L folder lsubfolderl lsubfolder2 amp sDocName Report Name amp IlsSpromptNamel promptValuel The sample URL is structured per below sections in bold would need to be customized to the file _ http can be https name businessobjects enterprise115 desktoplaunch opendoc openDoc ument jsp Open Doc JSP Note the syntax for NET based systems is businessobjects en terprise115 InfoView scripts opendocument aspx sType rpt amp Type Note rpt Crystal Reports wid Web Intelligence rep Desktop Intelligence car OLAP Intelligence Repository sRepoType corporate amp File Path sPath folder s
130. d spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 A 10 Open or create an Xcelsius 2008 file that includes the data you want to use For this sample open the User Guide Sample Listbox This provides the data and a visualization to add the Grid component to Expand the canvas by clicking the Fit Canvas to Window button on the Standard toolbar Place a Grid component on the canvas Double click the Grid component to open the Properties panel Click the Data cell selector button select the range of cells adjacent to Insert In Row This is where data used by the Column Chart is inserted Place a second Grid component on the canvas above the first Grid Double click the Grid component to open the Properties panel Click the Data cell selector button select the column headers of the Source Data in this sample the fiscal years On the Behavior tab of the second Grid clear the Enable Interaction check box Note This Grid is acting as a display with text values therefore users should not be able to interact with the values Click the Preview button to view the interaction between the Grid and Column Chart components As you click the values in the Grid and drag the pointer up or down the values displayed in the Column Chart will be increased or decreased
131. d then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location 164 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Open the Data Manager and add an XML Data Connection 3 Enter the URL where the XML file is hosted For this sample use this URL http www businessobjects com ipl default asp destination Xcelsius Marketplace 4 In the MIME Type dropdown menu select application x www form urlencoded 5 Check Enable Load 6 Click the plus button to add a range 7 Click the Range cell selector button and select a range of empty cells from the spreadsheet For this sample select the cells beneath column headers Company and Quantity 8 Place a Bar Chart component on the canvas Double click the Bar Chart to open the Properties panel 10 Click Data by Series click the plus button to add a series to the list box 11 Click the Values X cell selector button and se
132. data has been imported into an Excel file you can use Xcelsius 2008 to build a visualization that retains the link to the XML data source This means that changes to the XML file will be reflected in the exported SWF file This visualization will display share price information for several companies The stock information is contained in an XML file that has been imported into the Excel file and mapped to a range of cells A Spreadsheet Table component has been bound to the range of cells to display the data To open the User guide Sample file 1 Select File gt Samples 190 Xcelsius 2008 User Guide 2 3 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Select the User Guide Samples category Select the file name in the Items section Also included in this directory is the HTML file of the final visualization aoah wWhNDr Import an Excel file with XML mapped data Place a Spreadsheet Table component on the canvas Double click the Spreadsheet Table to open the Properties panel Click the Display Data cell selector button Select the range of data in the spreadsheet and click OK Open the Data Manager click the Add button select Excel XML Maps connection The connection parameters will be filled in per the existing connection s parameters Export the visualization to an HTML file Note Xcelsius 2008 generates the HTML file and a SWF file with the same name and saves them i
133. data in the spreadsheet is actually a View created from either managed Crystal Reports or managed Web Intelligence documents After you have imported a LiveOffice enabled file into Xcelsius 2008 you can also make it refreshable against the source data by configuring the LiveOffice connection in the Xcelsius 2008 Data Manager Note The following procedures assume a working knowledge of LiveOffice To create an Xcelsius 2008 Visualization using LiveOffice 1 2 3 4 5 Import an Excel spreadsheet that contains LiveOffice data Open the Data Manager and click Add A list of connection types appears Select LiveOffice connections Configure each of the LiveOffice views Select the refresh options on the Usage Tab in the Data Manager To make the Xcelsius 2008 file refreshable 1 2 Open the Data Manager and select the LiveOffice connection you want to refresh On the Definition tab type the URL into the Live Office Web Services URL field The default URL listed in the field is http lt webserver gt 8080 dswsbobje services session If your BusinessObjects Enterprise or Crystal Reports Server has a default Web Services installation replace lt webserver gt in the default URL with the name of your CMC to correctly complete the URL The URL is cached so that you do not have to type it in each time you configure the LiveOffice connection On the Definition tab click the View that you want the LiveOffice
134. data is displayed The data is organized by Product Sales Rep and Account Type Selecting an item from any of the Combo Boxes will show the quarterly Sales data for the corresponding combination of selections on the Bar Chart To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a filter component on the canvas 3 Double click the filter component to open the Properties panel 4 Click the Source Data cell selector button and select all the data to be included in the visualization Xcelsius 2008 User Guide 95 6 Using Xcelsius 2008 Components Using the Selector components For this sample the dat
135. data values When you click a cell selector button the Select a Range dialog box opens In the embedded spreadsheet highlight the cell s to select The location number of the selected cell or cells appears in the dialog box Click OK in the Select a Range dialog box The location of the selected cell or range appears in the box adjacent to the cell selector button Color Selector button The color selector button lets you select a custom color for part of the component When you click a color selector button the Color dialog box appears Select the desired color from the Theme Colors or Standard Colors or click More Colors to access more colors Select a color or close the dialog box to return to the Properties panel More Colors There are two ways to select additional colors in the dialog 232 Xcelsius 2008 User Guide General Properties Panel Reference Common buttons 13 e Standard Tab Select a color from the color wheel e Custom Tab Select a color by clicking on the color with the mouse pointer Use the slider on the right to brighten or darken the color You can also manually enter RGB or HSL color values Select the color model type from the drop down and enter the values in the appropriate boxes Manual Edit button The Manual Edit button lets you manually enter text values for a component instead of selecting the text values in the spreadsheet When you click the Manual Edit button a dialog box appear
136. e To ungroup selected components click ton the toolbar or right click on the group to access the context menu then select Ungroup Hiding components To hide a component in the Object Browser click the dot in the column under the hide icon To hide a group click the dot in the hide column for the group To hide all components click the hide icon To show a hidden component or group click the check mark under the hide icon To show all hidden components and groups click the hide icon twice Locking Components Components and groups can be locked on the canvas to prevent any interaction with them This can be helpful when there are many components laid out on the canvas The component or group will only be selectable in the Object Browser To lock a component or group click the dot under the lock icon To unlock a group or component click the check mark under the lock icon All 50 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 components and groups can be locked by clicking the lock icon once and all unlocked by clicking twice Deleting components Delete any selected components by pressing DELETE or selecting Delete from the right click context menu Tip You do not need to ungroup components to delete components that are in the group Deleting a component can be undone pressing CTRL Z or clicking Undo on the Edit menu Opening Properties panels P
137. e Using Xcelsius 2008 Components Using the Other components 6 4 Click the Title cell selector button and select the title for the Slider for this sample select Cost per Item 5 Click the Data cell selector button and select the data for the Slider for this sample select the Cost per Item value Repeat steps 3 5 using Quantity Sold Repeat steps 3 5 using Sales Price Place a Value component on the canvas Click the Value to open its Properties panel Click the Title cell selector button and select the title for this sample select Net Profit 11 Click the Data cell selector button and select the data for Net Profit 12 Place a Reset Button component on the canvas 13 Click Preview to view the interaction between the Slider and Value components and how the Reset Button affects that interaction oO ON O In this sample the Slider components adjust the value displayed by the Value component Clicking the Reset Button clears any adjustments made to the Sliders and reverts the Value component to its original number User Guide Sample Trend Analyzer The Trend Analyzer combines data analysis and visualization The component analyzes the data selection and provides an additional data series that can be plotted to display a trend line The Trend Analyzer does not display in the visualization To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Sa
138. e Connection Refresh button is clicked the Xcelsius 2008 file is refreshed with the newest data from the data source Refresh based on Trigger Behavior If you passed a Crystal Reports parameter to the Xcelsius 2008 visualization and used the features in the Trigger Behavior area to configure the refresh option the data refreshes when the parameter value changes in the Trigger Cell that you specified To refresh a SWF file based on trigger behavior 1 Ensure that you have a Live Office enabled SWF file saved to Enterprise with the following characteristics e A Single Value component configured to trigger the refresh e ALiveOffice connection configured to refresh based on the settings in the Trigger Behavior area Open InfoView and find the SWF file you want to view For information on how to do this see Viewing SWF files in Info View on page 209 Open the SWF file and change the value on the Single Value component 212 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 The data is refreshed and the new value or values are reflected in the file Refreshing Xcelsius 2008 visualizations outside InfoView If you are outside of InfoView and you have a connection to the Enterprise system you can still refresh an Xcelsius 2008 visualization with the newest data To refresh an Xcelsius 2008 Visualization outside InfoView 1 Ensure t
139. e Power e Exponential e Order This option is only available when the Trend Type Polynomial is selected Type a value between two 2 and six 6 in the box click the up down arrows to adjust the value or click the cell selector button to select a value in the spreadsheet Xcelsius 2008 User Guide 355 22 General tab Other Components Reference Insertion Options e Analyzed Data Destination Use the cell selector button to select the spreadsheet destination range for the analyzed data The spreadsheet cells must be empty e More Options Use these options to insert additional analysis information in the spreadsheet Equation Type Destination This inserts into the destination cell the type of equation that was used to analyze the data Equation Destination This inserts into the destination cell the equation that was used to analyze the data R Value Destination This inserts into the destination cell the R value of the analysis F Value Destination This inserts into the destination cell the F value of the analysis Specific to the Calendar component 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 356 Xcels
140. e Value components 6 e Quantity sold is the normal volume of products sold over a period of time e Revenues are calculated as Quantity multiplied by Price per Unit To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Column Chart component on the canvas Double click the Column Chart to open the Properties panel Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector and select the data under Revenues Click the Category Labels X cell selector and select the Store Names Place a Value component on the canvas Click the Title c
141. e available Note Color selector buttons are disabled for the Icon component when Alerts are enabled Buttons e Button Color e Symbol Color e Pressed Button Color e Pressed Symbol Color The following apply only to the Accordion and Sliding Picture Menu components e Disabled Symbol Color e Disabled Button Color The following apply only to the List Builder component e Button Label Color e Pressed Button Label Color Xcelsius 2008 User Guide 295 Selector Components Reference Appearance tab 16 The following apply only to the Toggle Button component e On Color e Off Color Category Background These options apply only to the Accordion Menu component e Default Color e Over Color e Selected Color Category Names These options apply only to the Accordion Menu component e Default Color e Over Color e Selected Color Destination List Labels These options apply only to the List Builder component e Default Color e Over Color e Selected Color Destination List Labels Backgrounds These options apply only to the List Builder component e Default Color e Over Color e Selected Color 296 Xcelsius 2008 User Guide Selector Components Reference Appearance tab Display Values These options apply only to the Ticker component e Default Color e Order Color e Selected Color Drop Down Button e Button Color Arrow Color e Selected Button Color e Selected Arrow Color
142. e color of the element The following elements may be available depending on the component e Background Color e Panel Color Scroll bar e Track Color e Thumb Color e Button Color e Button Symbol Color e Tab Backgrounds e Default Color e Over Color e Selected Color e Labels e Default Color e Over Color e Selected Color 272 Xcelsius 2008 User Guide Container Components Reference Overview 15 Overview This section discusses the Properties panel features for the Container components The Container components available are e Panel Container e Panel Container 2 Tab Set Note The Tab Set component uses a sub component labeled Canvas This component has a Properties panel separate from the Tab Set Properties panel Each tab in the Tab Set has its own canvas Click the Plus sign adjacent to the Tab Set in the Object Browser to expand the list of Canvases For more information about Container components see Using the Container components on page 85 General tab The settings on the General tab let you specify the basic settings for the component Title Type a title for the component or click the adjacent cell selector button to select a title from the spreadsheet Tab Alignment Click the drop down menu to select an alignment option for the tabs in the component Note This option is only available for the Tab Set component Label Type a label for the component or click the adjacent cell
143. e eaa a a E a RE aa T 290 LeayOut TaD E EE E 290 TEXT TAD sos sceties sszs ins esaea e E OSR Eaa aa 294 Col tab cca ca ehie R ete a en en 295 Alerts TaD oorsien tenier aenar ea a a eaae aE E EEEa EEE a eai 300 Xcelsius 2008 User Guide 11 Contents Chapter 17 Chapter 18 Single Value Components Reference 301 OVEIVICW o oo ceecccceeceessseceeeeeeecsssnuaeeeeeeessseenaeeeeeseesseeeaeeeeeeeesssueeeeeeessseenaaeess 302 General tab ranra se euedec eats Shee a A E n EE T 302 WMG A aes ces ah E E E 302 Datas n a ieaaeeiged eateeee 302 Slots ee 303 Behavior tab EE EEEE asset hel cigs taecenget aed cienteceecset ei ciesiececdsi ed ewectha 304 COMMON tab ccccccccessssssteeeeeeeeeessseeeeeeeeseseeseeeeeeeesseessaeeeeeeeeeeeaa 304 Animations and Effects tab cccccccsssscceceeesssssseeeeeeeesessnseeeeeeeess 308 Appearance tabason neti aetna 308 Layout tapioca aa a e aa a EAEE 308 ESE 0 E eee ee ee A eee eee 310 Color taD iosi a e E O EE a I E ET ERa 311 AlenS t D ren N e 312 Map Components Reference 313 OVEVIEW Se ee ccs ures EEE E AAE ES E E E 314 General aD r a Hee 314 Titles a E E a E a ences 314 Region KGWSis2t den ccceszessecotecesusgunscsincieescsceiacccunes2asvveedecoseeetonavsacazaceeces 314 Display Data a n ease ia ROR aos 315 Insertion Typene a eE aSa A A REE EEEE SaS 316 Source Datta cccccccccccccssssssneeeeeeessesenseeeeeeeeseseeseeeeeeeeseeesieeeeeeesseeeea 316 DeStimation cccccccceccee
144. e following Snapshot export options are only available in Xcelsius Engage versions lt Flash SWF Xcelsius 2008 User Guide 139 7 Exporting Xcelsius 2008 Visualizations Taking a Snapshot of your visualization ri A Flash SWF file with the changes made in preview mode is generated e HTML An HTML file and a Flash SWF file with the current state of the components is generated 140 Xcelsius 2008 User Guide Using Advanced Features chapter 8 Using Advanced Features Overview Overview This section provides an introduction to the more advanced functionality that can be used to customize Xcelsius 2008 visualizations Dynamic Visibility functionality For information on the specific dynamic visibility options see Dynamic Visibility on page 239 You can show or hide components in your visualization with dynamic visibility For example you can add a Toggle Button to display a specific chart The Toggle Button can be configured to toggle between inserting showChart and hideChart into a Destination cell when it is selected By linking the Chart s status to this Destination cell and setting the Chart s Key to showChart the Chart becomes visible when the Toggle Button inserts the value showChart and hidden when the Toggle Button inserts hideChart You may want to switch between a number of components To accomplish this use the Key and a Selector For example a visualization might need to toggle be
145. e is displayed when the pointer hovers over the component Note Xcelsius 2008 User Guide 279 16 Selector Components Reference General tab Images e The value must be numeric If the value is non numeric a zero will be displayed e This option is only available for the Icon component The options in this section set the image files used in the selector Embedded Select Embedded to embed the image files in the selected component The selected files will become a part of the exported visualization 1 Click Import to open the Import Thumbnail dialog box 2 Click the Click to Add Images button ro launch the Open File dialog box 3 Navigate to the image file you want to embed then click OK 4 Click OK to return to the Properties panel By URL Click By URL to manually enter the image file locations Click the Manual Edit button to type the URL of the images or use the cell selector button to link to a cell in the spreadsheet Note The Images options apply only to Fisheye Picture Menu and Sliding Picture Menu components Data Insertion The options in this area define the data for the Selector components and how the components will behave when a selection is made Note The Ticker component can be used as a display component or a selector component Select the Enable Data Insertion check box to enable data insertion options for the Ticker component 280 Xcelsius 2008 User Guide Selector Components Referen
146. e it the active component on the canvas To select multiple components click a component name or icon and then hold down the CTRL key while you click additional components To select a range of components hold down the SHIFT key while selecting the range in the Object Browser or click on the canvas and drag the cursor over a group of components Combine methods by selecting a group of components first with SHIFT click and then other separate components using CTRL click Always select using SHIFT click first this will not work in reverse Select all components by selecting any component then pressing CTRL A Note On the canvas you cannot select components that are marked as hidden or locked Those components can only be selected in the Object Browser Xcelsius 2008 User Guide 49 4 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Grouping components Objects in the Object Browser can be grouped in the following ways e Select several components then right click on any of the components and select Group from the context menu Select several components then click IEI n the toolbar Once grouped the components will appear in the browser in tree form with a folder representing the group Expand the group folder by clicking the button or double clicking the folder icon or the group label Components can be dragged into and out of the group by dragging them to a different location in the browser tre
147. e spreadsheet For this sample the cells should contain the region names On the Insertion Type list click Status List Click the Destination cell selector button and select an empty column of cells For Status List the Destination range must have the same number of cells as the number of Labels For this example the range of cells must have five cells one for each of the region names Place the following charts on the canvas placing them on top of each other Pie Chart Line Chart Column Chart Bar Chart Pie Chart Using the Object Browser click on the first Pie Chart to open its Properties panel Click the Data Values cell selector button and select the data for the North America region Click the Data by Rows radio button Type the region name in the Chart box Click the Labels cell selector button and select the column headers of the source data for this sample select the product names Repeat steps 8 10 for the second pie chart using the Australia amp Pacific region Using the Object Browser click on the Line Chart to open its Properties panel Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and select the data for the Latin America region Type the region name in the Chart box Repeat steps 12 15 for the Column and Bar Charts using the Europe and Asia regions Using the Object Browser click the first Pie Chart used
148. early sales data for the products Click the Destination cell selector button and select an empty row of cells Click the Column Chart component to open its Properties panel Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and select the range of empty cells you selected for the Destination range for the Sliding Picture Menu component Note Do not include the first cell of the Destination range this is where the product name will be inserted The Values Y range should only include the cells that will contain sales data Click the Category Labels X cell selector button to select the cells in the spreadsheet that contain the chart data column headers for this sample the fiscal years Click the Chart cell selector button and select the first cell in the Destination range selected for the Accordion Menu This cell will contain the name of the product and will now be displayed as the Column Chart title Click the Preview button to view the interaction between the Sliding Picture Menu and Column Chart components As you Click on the images in the Sliding Picture Menu the Column Chart displays the yearly sales data for that product User Guide Sample Dynamic Selected Item The Dynamic Selected Item functionality is available in list based selectors The selector labels can be changed dynamically through another component in the visualization To open the User Gu
149. eceeeeeeeeeeeeeeeeeeteeaeeeeeeeeeeeteneeeeeeneeeees 223 Language QUESTIONS ccc eeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeaaaeeeeeeeeeeeeaneeees 224 Microsoft Excel QUeStiONS ccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeeteees 224 Can re import an Excel file with a renamed spreadsheet 224 Why does my table look different than my Excel spreadsheet 224 Microsoft PowerPoint questions ccccccceeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeetees 225 How can embed an Xcelsius 2008 SWF file into an existing PowerPoint presentation oecite aea oaae aaa aE e E E EE a 225 Troubleshooting QUueSstiOns cceeeceeeeeeeeeeeeeeeeenneeeeeeeeenseeeeeeeeeeeenaaeees 225 Why doesn t my component show scientific formatting 225 Why doesn t my URL button work cceececeeeeeeeeeeeeeeeeeeeeeeees 225 What happened to the scenarios SaVEd cccceeeeeeeeeeteeteeees 225 Why can t drag my Slider Dial or other single value component 226 Why do receive a Server Busy MeSSage c eccceeeeeeeeeteeeeteee 226 Why do receive the message A script in this movie is causing Flash Player to run SIOWLY ccccsccceeeeeceeeeeeeeeeeeeeeeeeeaeeeeeeeaeeeeeeseeeeeseaees 226 Why does my visualization start in a strange state 0 e 226 Why are formula based indexes for my VLOOKUP array not changing at E Foca oss et eaters scent renee eteucat ees eeia
150. eck this box to display the report parameters when the visualization is run Reporting Parameters list box This area displays the report parameters to be configured Use Service Values Click Use Service Values for the highlighted parameter to use values in the report Select the values to be used from the dropdown menu Link to Cell Click the Link to Cell use values from the spreadsheet Click the adjacent cell selector button to select a range of cells Data Mapping Default Click Default to use the default data maps Advanced Click Advanced to use specific ranges other than the defaults e Mapped Ranges This area lists ranges that have been mapped Click the plus and minus buttons to add or delete ranges from the list e Selected Columns This area lists the columns for the selected Range Click the up and down arrows to change the sort order of the highlighted Column Click the X button to remove a column from the list Name Type a name for the selected Range Range Click the Range cell selector button to select a range where the report data will be inserted 344 Xcelsius 2008 User Guide Web Connectivity Components Reference Behavior tab 21 History e Use Report History Check this box to enable use of the report s history Behavior tab Common tab Trigger behavior Trigger Cell Use this option to select a cell from the spreadsheet that can trigger a web connection or connection refresh
151. ected Item Dynamic Visibility Filter Filtered Rows e Fisheye Picture Menu Filter Filtered Rows e Fisheye Picture Menu e Flash Variable Data Connection Grid History e Icon Ignore End Blanks Image e Line Chart e List Box e List Builder 64 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Using Templates 4 e Map e Panel Container e Play Selector Reset Button Slider Slideshow Sliding Picture Menu e Status List Tab Set e Ticker Tree Map Trend Analyzer e Value Display Note Samples include their own embedded spreadsheet data Opening a sample will overwrite any data already in the embedded spreadsheet To view sample Xcelsius 2008 visualizations 1 On the File menu click Samples The Samples dialog box appears 2 In the Category box click User Guide Samples 3 In the Items box click the component that you want to view an example of A description of the component and a preview of the visualization are shown 4 Click OK to open the sample visualization Using Templates Xcelsius 2008 offers a set of templates you can use to create a new visualization You can use the existing Xcelsius 2008 templates or you can create a visualization from scratch and save it as a template For more information on creating and using templates see Creating templates on page 151 Xcelsius 2008 User Guide 65 Getting to Know Xcelsius 20
152. ector button and select a value in the spreadsheet 184 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Usage Tab See Usage Tab on page 191 for details on the Data Manager usage configurations Configuring LCDS connections Definibon v Host Available Data Destinations Id Description Destination Data Data Element Data Type Shape LiveCycle Data Services a component of Adobe LiveCycle Enterprise Suite software provides up to second views of your business data via dashboards connected to Adobe LiveCycle Data Services The LCDS connection streams real time data into interactive visualizations animated charts and graphs financial presentations or business calculators delivering meaningful information in a visually engaging way Add or edit the following connection parameters for Live Cycle Data Services LCDS connections Definition tab e Dropdown menu Xcelsius 2008 User Guide 185 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Select the LCDS host connection to be associated with this connection If no hosts are listed click the Host button to add a new host e Host button Click the Host button to launch the Edit a Host dialog box Name Type a name for this LCDS host e URL Type the URL to the LCDS server to connect to Basic structure http lt server name gt lt port gt lt LCDS context path gt xcelsius e g h
153. ects a region on the map component the relevant data is inserted into the empty cells If you chose Rows from the Insertion Type list you must select a row of empty cells with the same number of cells as a row in the source data range If you chose Columns from the Insertion Type list you must select a column of empty cells with the same number of cells as the largest column in the source data range Behavior tab The features on the Behavior tab control how the map component behaves in its interactive format 316 Xcelsius 2008 User Guide Map Components Reference Appearance tab 18 Common tab e Interaction Options Select from the dropdown to set how the user will make a data selection e Mouse Click e Mouse Over Default Selected Region Select a region from the drop down menu This region will be selected by default when the visualization runs e Dynamic Visibility For information on the options available in the Dynamic Visibility area see Dynamic Visibility on page 239 Animations and Effects tab For information on the options available on the Animations and Effects tab see Animations and Effects tab on page 240 Appearance tab The features on the Appearance tab let you customize the appearance of the map component Layout Tab Transparency Use the slider to set the transparency of the component A value of 100 means the component is 100 transparent Xcelsius 2008 User Guide 317 18 Ap
154. ed e Move forward back Components can easily be moved forward or backward in layers of the visualization by dragging the component or group towards the top or bottom of the Object Browser or by selecting selecting a component or group and clicking the directional arrows at the bottom of the Object Browser e Group Ungroup Grouped components appear as subsets in the Object Browser Components can be added to or removed from a group into or out of the group in the Object Browser Hide Show Individual components and groups can be hidden or shown by clicking on the dot or checkmark located in the column under the Hide icon All components on the canvas can be hidden shown by clicking on the Hide icon Docking Xcelsius 2008 User Guide 29 3 What s New in Xcelsius 2008 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 The Components Object and Properties Browsers can be moved by clicking on a browser s title bar and dragging it to dockable areas on the canvas Mouse over an arrow displayed while a browser is being dragged and Xcelsius 2008 will highlight the corresponding docking location eed sc mle Saqiatong iuda 9 pM E Fm EE Ap fib os a Iom A z Ales x EEE Sing Be e Auto hiding To increase screen space for the canvas the Components Objects and Properties Browsers can be minimized to the margins of the display A display tab is shown for minimized browsers hovering over the tab disp
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156. eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 316 Be Navion tab e E cscs EE get ned aida caches det vek ots AE A AT 316 Appearance tab eeececeeeeeeeeseeeeceeeeeeeeesseeeeeeeeeeeeeeaeaeeeeeeeeesesseeeeeeeeeeeey 317 Wayout Tabwiiiitce cheat clei ies aol ee Ee ace 317 Text TaD e a a a a aa e ea a E oaa 318 Color Talbsxi ieicoicaieseevd nn aA N N Aa 318 12 Xcelsius 2008 User Guide Contents Alerts fab sce ceci tens ceeteces ivadeel ccenlabhipicerl chin deena teliet shaddengibiect pijeldescdohieatiibiany 319 Chapter 19 Art and Background Components Reference 321 OVGNVICW s 5 6sc cede E ie EEE AE eee RE RA OE aE 322 General tab ccccececcceseecceeeeeeceeeeeeaeeeeesaneeeeeeaneeeeeeaeeeeesaeeesesneeeeessnees 322 Common to some Components cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeneeeetees 322 Specific to Background components cccceeeeeeeeeeeeeeseeeeetees 323 Specific to Shape component cccceeeeeeeeeeeeeeeeseeeeeeeneeeetees 323 Specific to Line component cceeeeeceeeeeeeeeeeeeeeeeeeesteeeetees 325 Specific to the Image component cccccceeeeeeeeeeeeeeeeeeeesteeeetees 325 Benavior tab vicesscceieteterineat attains atta eet 326 Chapter 20 Text Components Reference 329 COVEIVIGW se E cee ech 5h Gee eel aces ak heen ea eh whee E 330 General tab ieiise fs E A 330 Default Text ick svete n a aE E E rE A E EAEE e 330 Data ins
157. eeeeeeeeeeeees 52 Using the Format Menu eeecececeeeeeeeeeeeeeeceeeeeeeeeeeeaaeeeeeeeeeeeeneeeeees 55 Understanding fonts in Xcelsius 2008 c ccceeeeeceeeeeeeeeeeeeneeeees 57 USING TNOMES 0 ecceeecccceeeeeeeteceeeeeeeeeeeseeeeeeeeeeeeeessaceeseeeeeeeensneeeaeeees 59 Xcelsius 2008 User Guide 3 Contents Chapter 5 Chapter 6 Using Color SCHEMES cccccceeeecceeeeeececeeeeeeeeeeeaeeeeeseeeeeeeeneeeeeeaees 59 Previewing the VisualiZation ccceeeeeeeeeeeeeeeeeeeneeeeeeeeeeeeeaeeeeeeeeeeeaad 63 Viewing sample Xcelsius 2008 visualiZations ceseeeeeeeeeeeeeeenneeees 64 To view sample Xcelsius 2008 visualizations eeeeeeeeeeeeeeeeeeees 65 Using Templates aic c itsccsesseievth i rasi Ei ea al 65 To View Xcelsius 2008 Templates ceeseeeeeeeeeeeeeeeneeeeeeeeeeeeeaad 66 Creating and Updating Xcelsius 2008 Visualizations 67 Creating a VISUALIZATION cceeeeccceeeeceeeeeeceeeeeeeeeeeeeeeeeeeseeeeeeneeeeeeneeeeed 68 Step 1 Add Spreadsheet Datta ccccccceeeeecceeeeeeeeeeeeeeeeeeeteeeeesees 68 Step 2 Link components to the spreadsheet s eeeeeees 68 Step 3 Preview and publish the visualization c cceeeeees 69 Updating data for a visualization cccccccceeeecceeeeeceeeeeeeceeeeeeseeeeesees 70 Updating the Embedded Spreadsheet ccceeccceeeeeeeeeeeeeteeees 71 Usi
158. eeeeeeneeeetees 107 User Guide Sample Value Display cecccceeeeeeeeeeeeeeeeeeeees 109 Using the Map componentts ccceeeeseeeeeeeeeeeeeenneeeeeeeeeeeeenaeeeeeeees 111 User Guide Sample Map cccceseceeeeeeceeeeeeneeeeeeeeeeeeeseeeetsaees 112 Using the Text COMponents cceeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeeenaeeeeeeees 113 Using the Other Component ccccceeeeeeeeeeeteeeeeeeeeeeeeeneeeeeseneeeetees 114 Using the Local scenario button component cceeeeeeeeeeeeeeeees 118 User Guide Sample Calendar component ceeeeceeeteeees 119 User Guide Sample Grid ccc cceceeecceeeeeeeeeeeeeeeeeeeeeeeeeseeeeesaees 121 User Guide Sample History c cccecceeeeeceeeeeeeeeeeeeeeeeeeesseeeeeseaees 122 User Guide Sample Reset Button cc cceeeeceeeeeeteeeeeeeeeeeeeaees 124 User Guide Sample Trend AnalyZet c eccceceeeeeeeeeeeeeeeeeeees 125 Using the Art and Background components cceeeeeeeeeeteeeeeeeeees 127 How to use the Image Component ccceeeeeeeeeeeeeeeeeeeeeeeeeneeeees 128 Using the Web Connectivity components cc cccceeeeeeeeeeeeneeetees 130 Exporting Xcelsius 2008 Visualizations 133 OVOGIVICW siropo a ee iine Eae E eee EAEE ship a aa aeaii 134 Exporting your visualization to PowerPoint eeeseeeeeeeeeeeeeeeeeeesseeene 134 To export an Xcelsius 2008
159. eeeseneees 348 Appearance tab ececccceeeeeesssceeeeeeeeeeenseeeeeeeeeeeeseaeeeeeeeeeseessseeeeeeeeeenees 349 Layout LAD oes ressccec rece tass nyscer cc rege nens teestceteaatyaacesctesataesnyaccetitecatesatecemerns 349 TOXt tE PE A E 349 Col r tabean o a E e e ee eee ee tnd 349 Specific to Slide Show Component cccceeeeeeeeeeeeeeeeeeeeteeeetees 350 Other Components Reference 353 01 1 aV ca A 354 General taDt rain i papa et e aee eaea oas aeiae 354 Common to some COMponents c ccccceeeeeeeeeeeeeeeeeeeeeeeeeeeneeeeeees 354 Specific to the Trend Analyzer component cceecceeeeeeeeeeeeees 355 Specific to the Calendar component cc ecceeeeeeeeeeeeetteeetees 356 Specific to the Grid COMpONENT ecceeeeceeeeeeeeeeeeeeteeeeeeeteeeeeees 357 Specific to Trend Icon Component cc cceeeeeeeeeeeeeeeeeeeeeeeeeeees 358 Specific to the Panel Set component cc ecceeeeeseeeeeeeteeetees 359 Specific to the History component ccceeeeeeeeeeeeeeeeeeesteeeeeees 360 Specific to the Source Data component ccceeeeeeeeeestteeetes 361 Behavior TaD ys cesses ceececdbeweteete revered esvcdets eevsnauhensiueeseecenevbesecueds eeyeaeveeaeciene es 361 Common CAD 22d cscs eecee a s E Bae veei gic 361 Specific to the Calendar component cc ccceeeeeeeeeeeeeteeeetees 362 Specific to the Grid COMpoOneNt
160. ehavior tab let you customize how the component will behave when the visualization is run Common tab Scroll Bar options Horizontal Scroll Bar Click the drop down menu to select one of the following options for displaying the horizontal scroll bar Off e On e Auto default Vertical Scroll Bar Click the drop down menu to select one of the following options for displaying the vertical scroll bar e Off e On e Auto default Note This setting is not available for the Tab Set component Selected Item Click the Item drop down menu to select the default Tab that will be loaded when the visualization is run Note This setting is only available for the Tab Set component Dynamic Visibility For information on the options available in the Dynamic Visibility area see Dynamic Visibility on page 239 Note This setting is not available for the Canvas sub component Xcelsius 2008 User Guide 271 Container Components Reference Appearance tab 15 Appearance tab The features on the Appearance tab let you customize the appearance of the Container components Text tab For more information about the settings on the Text tab see Text fab on page 234 Note This tab is not available for the Canvas sub component Color tab Use this area to customize the color of various parts of the component The available elements will be listed with an adjacent color selector button click this button to customize th
161. ell selector button and select the cell containing Price per Unit 9 Click the Data cell selector button and select the Price per Unit value cell from the spreadsheet 10 Click the Preview button to view the interaction between the Value and Column Chart components ON OO FP W DN You can increase or decrease the Price per Unit by clicking in the Value component and dragging the pointer up or down Double click the Value component to type in the Price per Unit Because the Value component is linked to a cell that affects the Revenues the chart dynamically changes when the Price per Unit changes to reflect the new revenues by store 110 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Map components 6 Using the Map components Map components create visualizations with geographical representations that can display data by region The Map components have two major characteristics they display data for each region and each region can also act as a Selector By combining these two features you can create a visualization where the data for each region appears when you pass the pointer over the region At the same time each region can insert a row of data that contains additional information This row of data is displayed by other components such as a chart or value components For more information about Map components see Map Components Reference on page 313 How does it work Xcelsius 2008 associate
162. ell selector button to set the subtitle for the chart Category X Axis Type in the text box or click the adjacent cell selector button to set the X axis title for the chart Value Y Axis Type in the text box or click the adjacent cell selector button to set the Y axis title for the chart Secondary Value Axis Type in the text box or click the adjacent cell selector button to set the Secondary Axis title for the chart Note e This option applies only to the X or Y axis depending on which axis the chart is plotted on e This option is not available for all charts e This option only applies if you selected Secondary Axis for the plot series in the Data area The options in this area select the ranges of Excel data that contain all of the data for the selected chart By Range Click By Range to enable the options in this area Click the adjacent cell selector button to select a range of data from the spreadsheet Data in Rows Xcelsius 2008 User Guide 249 14 Chart Components Reference General tab Click this option to indicate that the series information is organized by rows in the selected range Data in Columns Click this option to indicate that the series information is organized by columns in the selected range By Series Click By Series to enable the options in this section The options in this area edit individual series settings The Name Y Values and Plot Series On parame
163. en Xcelsius 2008 then open your Excel files by navigating to them using Windows Explorer and double clicking on them If you need to keep synced Excel and Xcelsius 2008 files we recommend making your updates in the Xcelsius 2008 embedded spreadsheet and then exporting the data to an Excel spreadsheet Note Xcelsius 2008 imports Excel files by copying the spreadsheet data and inserting the data into the Xcelsius 2008 embedded spreadsheet After the data has been imported it is no longer linked to the original Excel spreadsheet Any changes you make to the source file will not appear in the Embedded Spreadsheet nor will any changes to the Xcelsius 2008 file appear in the original Excel file The embedded spreadsheet is a fully functioning Excel spreadsheet complete with toolbars used in Excel If you are using Excel 2003 you will be able to see your default toolbars Toolbar buttons not related to working with the data have been disabled Save Open Print etc These disabled buttons are function that are handled by Xcelsius If you wish to Save the spreadsheet use Xcelsius s File gt Save function or export the spreadsheet back to Excel See mporting Excel spreadsheets on page 55 for more information If you are using Excel 2007 you will be able to see the ribbon displayed at the top of the program In addition to the disabled buttons the drop down menus are disabled in the ribbon For both versions of Excel you can add Excel
164. en the SWF file The SWF file is refreshed with the newest data from the data source Refresh on Interval If you selected Refresh on Interval when you configured the LiveOffice connection in Xcelsius 2008 the file refreshes at the interval you selected To refresh a SWF file on interval 1 Ensure that you have a Live Office enabled SWF file saved to Enterprise that has its refresh option set to Refresh on Interval 2 Open InfoView and find the SWF file you want to view For more information see Viewing SWF files in InfoView on page 209 3 Open the SWF file The SWF file automatically refreshed after the set number of seconds has passed Xcelsius 2008 User Guide 211 ti Manual refresh Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration If you did not select any refresh option when you configured the LiveOffice connection in Xcelsius 2008 you must click a Connection Refresh Button to refresh the file To manually refresh a SWF file 1 Ensure that you have a LiveOffice enabled SWF file saved to Enterprise that has a Connection Refresh Button configured to refresh the LiveOffice connection Open InfoView and find the SWF file you want to view For more information see Viewing SWF files in InfoView on page 209 Open the SWF file and click the Connection Refresh Button Note This button may have been renamed when the visualization was created When th
165. ent drag the pointer and release in the interior of the Tab Set The Bar Chart will now be inside the Tab Set Click the tab label click the plus button to add a new tab At the prompt enter Australia amp Pacific for the tab Label click OK to add the new tab 88 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 17 In the Components browser select a Pie Chart component drag the pointer and release in the interior of the Tab Set The Pie Chart will now be inside the Tab Set 18 Optional Using the Objects Browser navigate to the chart in each tab and bind it to the spreadsheet data For step by step chart configuration instructions see User Guide Sample Status List for this sample exclude configuration of the Status and Key for each chart 19 Click Preview to view how the Tab Set displays components In this sample the Tab Set has been configured to display five different views each with a unique component and data set if configured Click on the tabs to navigate between the views Using the Selector components The functionality of selector components lets you create a visualization with multiple selections Note The Information button that appears on the Properties panel of each selector component displays an animation that describes the functionality of the selector component For more information about Selector components see Overview on page 278 Each selector can
166. erent parameters It has an X axis and Y axis to represent the item location over the chart area and a Z value to represent the item size You could for example use this chart to represent the market composition with the X axis representing the ROI by industry type the Y axis representing the Cash Flow and the Z axis representing the Market Value XY Chart 0 10 20 30 40 5060 70 80 A chart that displays data that encompasses two dimensions The XY chart shows each data point as a result of the intersection of X values and Y values You can for example use the XY chart in visualizations that compare ROI on the X axis against Market Value on the Y axis for a group of companies Area Chart Xcelsius 2008 User Guide 77 6 Using Xcelsius 2008 Components Using the Chart components 120 80 40 A standard chart with vertical and horizontal axes Each point along the horizontal axis represents a data point The actual values for each data point are plotted against the vertical axis For each series colored areas are created by connecting the plotted points against the horizontal axis Use this chart in visualizations that emphasize a trend line such as Stock Prices or Revenue History Stacked Area Chart 120 100 60 20 A standard chart with vertical and horizontal axes Each point along the horizontal axis represents a data point The actual values for the data points are plotted against the vertical a
167. ersion of the visualization to the paper size Specific to the Source Data Component Selected Item Index Enter the value or use the cell selector button to select a value from the spreadsheet Animations and Effects tab For information about the features in the Animations and Effects tab see Animations and Effects tab on page 240 Specific to the Calendar component Enable Sound Check the Enable Sound box to enable sound for the selected component when the visualization is run A sound effect will be played when the component is interacted with 366 Xcelsius 2008 User Guide Other Components Reference Appearance tab 22 Appearance tab Layout tab Show button background This option controls the visibility of the title for the selected component When you select the Show Title check box the following options for customizing the appearance of the title become available Note This is applicable only to the Local Scenario Button Print Button and Reset Button components Transparency For detailed information on Transparency see Transparency on page 234 Specific to the Panel Set component Show Panel Headers Check the Show Panel Headers box to display the header with the title maximize and dropdown menu for each Panel Number of Panels Displayed Enter a value or use the up down arrows to adjust the value This option will determine the number of labels displayed by default in the drop down menu of the
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169. ertion Type Click an option on the Insertion Type list to determine the structure of the data that is inserted when a selection is made The following options are available e Position A target cell is linked to the Chart component When a series is selected in the Chart component the position of the value within the series is entered in the target cell e Value 252 Xcelsius 2008 User Guide Chart Components Reference Drill Down tab 14 A target cell is linked to the Chart component When a selection is made on the Chart component the source data value of the selection is entered in the target cell e Row A target row is linked to the Chart component When a selection is made on the Chart component the row of source data values corresponding to the selection are entered in the target row e Column A target column is linked to the Chart component When a selection is made on the Chart component the column of source data values corresponding to the selection are entered in the target column e Status List A target range of cells is linked to the Chart component When a selection is made on the Chart component a value of 1 is entered in the cell in the range representing that selection and a value of 0 is entered in the other cells of the target range Series Click a series from the list to configure All series for the chart must be configured individually Source Data Click the cell selector button adjacent
170. es in a selected cell This allows you to easily see the effect of changes in worksheet data Note This component is not available in Xcelsius Present Panel Set Kori oo o The Panel Set component is a series of framing options that enables you to easily navigate between files in a presentation You can embed JPEG or SWF files into the frames of the Panel Set component and adjust a variety of formatting features to customize the look of the component in your visualization Note This component is not available in Xcelsius Present Source Data 2 The Source Data component has no visual interface It allows you to push data into other cells simply by changing the value of the component s Selected Index Note This component is not available in Xcelsius Present Trend Analyzer 116 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Other components N The Trend Analyzer combines data analysis and visualization The component analyzes spreadsheet data and inserts data points for a trend line into the spreadsheet which can then be added to your visualization Note This component is not available in Xcelsius Present Print Button Print The Print Button allows the user to easily print the visualization while it is being run The user can click the print button to print the SWF file The print button is part of the canvas and will be visible in the printout Reset Button Reset The Reset
171. esponding column of data values is entered in the target column e Filtered Rows A target range of cells is linked to the selector component The selector labels are associated with a range of data organized in rows When the label is selected on the selector component only the rows that correspond Xcelsius 2008 User Guide 281 16 Selector Components Reference General tab with that label are inserted in the target rage For this option each label may have more than one row of corresponding data e Status List A target range of cells is linked to the selector component When a selection is made on the selector component a value of 1 is entered in the cell of the target range representing that selection and a value of 0 is entered in the other target cells in the range For example if the second of three options is selected the values 0 1 and 0 will be inserted into the target range Note The destination cells must be empty Source Data Click the cell selector button adjacent to the Source Data box to select the source data range that the selector will insert into the Destination range Note For Check Box Icon and Toggle Button components click the Manual Edit button to enter the Source Data values manually or to modify the default values Destination Click the cell selector button adjacent to the Destination box to select the target cell or range of cells into which the selected source data is inserted
172. ess of whether the user has the TrueType Font installed However this option increases the file size and the time required to load the visualization Note Asian character sets are not supported with Embedded Fonts due to the large number of characters they require You must use Non Embedded Fonts for situations where you require Asian characters Xcelsius 2008 User Guide 57 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 To change the font for a visualization 1 On the File menu click Document Properties The Document Properties dialog box appears xj Canvas size in pixels G Preset Sze 800 600 z C Custom Sze e00 width 00 height Forts Verdana gt Use Device Fonts Fonts will not be embedded C Use Embedded Fonts z 2 If you want to use one embedded font for all components in the visualization a On the Font list click the font that you want b Click OK 3 Ifyou want to use a different font for each component in the visualization or you want to use non embedded fonts a Click Use Device Fonts b Click OK You can now use the Font Settings on the Component Properties panel to change the font used for that component 58 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 Using Themes Themes formerly Skins allow you to globally change the appearance of components Each theme has a number of different c
173. etically Ca ory Tree List E Accordion Menu Q Africa by country Q Albania by region Q Andorra by region Area Chart Q Armenia Q Asia by country Q Asia Pacific large by country Asia Pacific small by country australia by region Austria by state Azerbaijan by province _ Background To navigate in the List View click anywhere within the window then type the first letter of the component you wish to open or drag the scrollbar until you reach the desired component 42 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 Tree View In Tree View the components are organized in folders according to their category Category Tree List LJ Charts LJ Containers J Selectors LJ Single Yalue J Maps D Text LJ Other LJ Art and Backgrounds LJ web Connectivity F F F F E E F F F Note The List and Tree views do not contain the Favorites category Favorites can only be viewed or added in Category view Using the Canvas The canvas area is the white work area where you place components to create a visualization The canvas color can be customized using its Properties panel If the Properties panel is not open double click anywhere on the canvas to open the panel Placing components on the canvas using drag and drop 1 On the Components Browser click a
174. file from The CMC stores information about the objects saved to the Enterprise system For more information about the CMC refer to the BusinessObjects Enterprise or Crystal Reports Server guides e Inthe User name and Password fields type your logon credentials e From the Authentication list select the authentication type If you are unsure of your logon information contact your system administrator Click OK When you have successfully logged on to your Enterprise system the folder structure of your Enterprise system appears in the Open dialog box Select the folder that contains the XLF file you want to open and click Open The XLF file opens in Xcelsius 2008 Exporting SWF files to an Enterprise folder You can export a SWF file generated within Xcelsius 2008 to a folder in BusinessObjects Enterprise or Crystal Reports Server To export a SWF file to an Enterprise folder 1 2 In Xcelsius 2008 open the XLF file On the File menu point to Export and click BusinessObjects Platform The Log On to BusinessObjects Enterprise dialog box appears Enter your logon information e Inthe System field type the name of the Central Management Console CMC that you want to export the SWF file to The CMC stores information about the objects saved to the Enterprise system For more information about the CMC refer to the BusinessObjects Enterprise or Crystal Reports Server guides Xcelsius 2008 User Guide 20
175. h user group When you have finished click Update to submit the changes that you have made O ON OD Updating LiveOffice connection settings after system migration When content is migrated from one BusinessObjects Enterprise system to another the location of the LiveOffice Web Services changes Therefore the Data Manager settings for the LiveOffice connection become incorrect and LiveOffice enabled visualizations cannot be refreshed You can update the web config file or web xml file directly to update the LiveOffice Web Services location without having to open each individual visualization Note Editing the web config or web xml file incorrectly can lead to unexpected behavior Ensure you backup your files before making any changes to them To update the web config file for _NET InfoView 1 Locate web config by going to lt drive gt Program Files Business Objects BusinessObjects Enterprise 11 5 Web Content Enterprise115 InfoView web config 2 Open web config in a text editor such as Notepad 3 Search for the following text at the end of file lt appSettings gt lt add key applications value com businessobjects encyclo pedia reportviewer wrapper InfoViewPanel analyticwrapper gt 4 When you find this text add the following text below it lt add key webConnectorUrl value http webservice port dsws bobje services session gt lt add gt Xcelsius 2008 User Guide 215 Using Advanced Features in Busines
176. hat you have a LiveOffice enabled Xcelsius 2008 visualization with a Connection Refresh Button configured to refresh LiveOffice 2 Open the Xcelsius 2008 Visualization and click the Connection Refresh button This button may have been renamed when the visualization was created The Log On to BusinessObjects Enterprise dialog box appears 3 Enter your logon information a Inthe System field type the name of the Central Management Console CMC where you want to save the XLF file The CMC stores information about the objects saved to the Enterprise system For more information about the CMC refer to the BusinessObjects Enterprise or Crystal Reports Server guides b In the User name and Password fields type your logon credentials c On the Authentication list click the appropriate authentication type If you are unsure of your logon information contact your system administrator 4 Click OK The visualization is refreshed with the newest data from the data source Xcelsius 2008 User Guide 213 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration LI Modifying edit and view rights in the Central Management Console If you have administrative rights to the Enterprise system you can modify the edit and view rights of XLF and SWF files in the Central Management Console CMC For more information about rights and how they work refer to the BusinessObjects Enterprise
177. havior to Manual Scale e Click Auto to set the scaling behavior to Auto Scale Dynamic Visibility For information on the options available in the Dynamic Visibility area see Dynamic Visibility on page 239 256 Xcelsius 2008 User Guide Scale tab Scale Chart Components Reference Behavior tab The options in this area control how the chart axes scale as data changes Note The options in this area do not apply to the Pie Chart component Note There are two scale tabs one each for Primary and Secondary axis for Line Column Bar Area and Combination charts that have two axes Manual Axis Click Manual Axis to set the scaling behavior The axis scale will not change as data changes The minimum and maximum axis values are fixed at design time Minimum Limit Type in the Minimum Limit box or click the adjacent cell selector button to select a value to determine the minimum value that can be displayed on the primary axis of the Chart component Maximum Limit Type in the Maximum Limit box or click the adjacent cell selector button to select a value to determine the maximum value that can be displayed on the primary axis of the Chart component Auto Axis Click Auto Axis to set the scaling behavior to grow and shrink as data changes Allow Zoom Out Only Click Allow Zoom Out Only to set the scaling behavior to grow as data changes but not shrink This option is recommended when a chart will be used in an animati
178. he Data range the performance of the model will be affected by the actual size of the range Values Ignore End Blanks Select the Values Ignore End Blanks option to prevent all of the empty values past the last non empty value from being displayed in the Chart This option is useful when you need to display a variable amount of data in your Chart For example you may want to create a model in which users select a region and then see the total sales for every store within that region in a chart Each value within the Chart would represent the total sales of one store Since each region may have a different number of stores Values Ignore End Blanks could be enabled so that the number of values displayed in the Chart could vary to match the number of stores within each region For this example 1 Link the Chart to a range with the same number of values as the maximum number of stores within any region 2 Configure your model such that when a user selects a region e the sales figures for the stores within that region are inserted into the beginning of the Chart Data range e the rest of the Chart Data range is filled with empty values 3 Enable Values Ignore End Blanks on the Chart This feature allows just one Chart to display all of the sales figures for every region Note Although the Chart may not be displaying all of the data within the Data range the performance of the model will be affected by the actual size of the r
179. he online article from Adobe regarding security restrictions for data loading for information on creating a policy file to allow access to data in the cases above Questions about supported features What Excel functions are supported by Xcelsius 2008 See Supported Excel Functions on page 372 for a complete list of functions What is the maximum limit of rows for a single range selection There is no limit to the number of rows for a selection However the size of your selection can affect the performance of your visualization Does Xcelsius 2008 support Excel files that link to other Excel files No this feature is not supported by Xcelsius 2008 228 Xcelsius 2008 User Guide Frequently Asked Questions Questions about supported features 12 How large can my Excel file be There is no limit to the size of a spreadsheet that can be used in Xcelsius 2008 There are a number of factors however which may affect the performance of your visualization These include e the number of components you have on the canvas e the amount of data that is being changed during the visualization e the complexity of the calculations being performed The speed of the computer can also greatly affect performance and should be kept in mind when developing visualizations that will be distributed to other users Which regional Excel formats does Xcelsius 2008 support Xcelsius 2008 automatically detects the regional formatting being
180. he pointer is dragged up or down the value is adjusted by an amount approximate to the distance dragged Dragging up increases the value of the component Dragging down decreases the value of the component 364 Xcelsius 2008 User Guide Other Components Reference Behavior tab a2 Specific to the Panel Set component Panel Behavior Enable Maximize Button Select this option to allow the user to expand a single Panel so that it covers the other panels and then minimize it again so it returns to its original size This feature is useful when you want to emphasize different sets of data at different times during a presentation Zoom Speed Use the slider to set the speed of the window animation faster or slower Selected Item Panel Select which panel you want to set as the default when the visualization is run Item Select which content you want to appear in the default panel when the visualization is launched Ignore Blank Cells In Values Check In Values to prevent all of the empty values past the last non empty value from being displayed in the Panel set component This allows a variable amount of data to be displayed in the Panel Set component Xcelsius 2008 User Guide 365 Other Components Reference Behavior tab 22 Specific to the Print Button component 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 v
181. highlighted Category e Category Label Destination 284 Xcelsius 2008 User Guide Selector Components Reference Behavior tab 16 Click the cell selector button to select the destination cell for the Category Name Behavior tab The features in the Behavior tab determine how the selector component behaves when the visualization is run Common tab Interaction Options The options in this section determine how the component behaves when the user interacts with it Not all options are available for all components Insert On The options on this list define how the component recognizes that a selection has been made The following options are available e Mouse Click Data is displayed when the user clicks on the selector component e Mouse Over Data is displayed when the user moves the pointer over the selector component Selected Item Use the Selected Item list to designate the default selection for the component when the visualization is run e Category Select the category from the drop down menu This option is only available in the Accordion Menu component e Item Xcelsius 2008 User Guide 285 Selector Components Reference Behavior tab 16 Select an item from the list or click the cell selector button to link to a dynamically updated item Note This option is not available in the Filter or List Builder components Ignore Blank Cells Ignore Blank Cells prevents the cells past the last non e
182. his section describes the basic functionality available in charts For more information about chart components see Chart Components Reference on page 247 Xcelsius 2008 provides the following charts e Line Chart 120 80 40 IEG 2s a eS A single or multi line chart ideal for showing tendency over a period of time Use this chart in visualizations that emphasize a trend or a continuing sequence of data such as Stock Prices or Revenue History e Pie Chart A chart that represents the distribution or participation of each item represented by a slice of a certain total that is represented on the overall pie value The pie chart is appropriate for visualizations such as Revenue 74 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Chart components 6 Contribution by Product In that example the overall pie size would represent the total revenue and each slice would represent a different product OHLC Chart and Candlestick Chart The open high low close and candlestick charts are primarily used to display stock data Each marker corresponds to the values which are represented as lines attached to the marker on the OHLC chart and as colors on the candlestick chart Open displays the opening price of the stock High displays the highest price the stock achieved on that day Low displays the lowest price the of the stock on that day Close displays the closing price of the stock Bar Chart and
183. ialog box appears Navigate to C Program Files Business Objects Xcelsius 2008 assets tem plate Note To create a new Category create a new folder under the template directory of the Xcelsius 2008 installation Enter a file name for the template and click Save On the File menu point to Export and click Flash SWF Navigate to the templates folder Enter the same file name for the SWF file that you entered for the template and click Save to export the visualization Note Exporting the Flash SWF creates the template preview that will be displayed in the Preview section of the Templates window The visualization is now available as a template The next time you open the templates window your template will be available for preview and use 152 Xcelsius 2008 User Guide Using Advanced Features 4 in Xcelsius Engage chapter Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Using the Data Manager The Data Manager is a central place to configure and manage external connections in your visualization You can configure the following types of connections New Connections e Query as a Web Service QaaWS Note This connection type is only available in BusinessObjects Xcelsius Enterprise e Web Service Connections e XML Data Connections e FlashVariable flashvars e Portal Data e Crystal Report Data Consumer e FS Command e LiveCycle Data Services LCDS
184. ide Sample file 1 2 3 Select File gt Samples Select the User Guide Samples category Select the file name in the Items section 102 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 6 The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a List Box component on the canvas 3 Double click the List Box to open the Properties panel 4 Click the Labels cell selector button and select the labels for the selections in the List Box 5 From the Insertion Type dropdown menu select Rows 6 Click the Source Data cell selector button and select the data corresponding to the Labels 7 Click the Destination cell selector button and select a range of empty cells 8 Click the Behavior tab in the Selected Item section
185. ide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius file that contains the data you would like to use 2 Place a Gauge component on the right of the canvas 3 Double click the Gauge component to open the Properties panel 4 Click the Title cell selector button and select the cell containing the title for the Gauge component For this sample use the value Sales 5 Click the Data cell selector button and select the Actual Value for Sales 6 In the Scale section click Manual Set the Minimum and Maximum Limits to 99 and 500 respectively 7 On the Alerts tab click Enable Alerts 8 Click As Percent of Target click the cell selector and select the Target value for Sales 9 In
186. ify a message that is displayed while the visualization is loading Type your message in the entry field or use the cell selector to link to a cell in the spreadsheet e Idle Message Use this option to specify a message that is displayed while the visualization is idle Type your message in the entry field or use the cell selector to link to a cell in the spreadsheet e Insert In Use the cell selector button to select the spreadsheet cell that Loading and Idle Messages will be inserted into e Enable Load Cursor Use this to display the cursor while the data is loading e Disable Mouse Input on Load Use this to disable mouse input while the data is loading 192 Xcelsius 2008 User Guide Using Advanced Features 4 in Xcelsius Engage Server chapter Using Advanced Features in Xcelsius Engage Server Xcelsius 2008 Integration with SQL Server Reporting Services 10 Xcelsius 2008 Integration with SQL Server Reporting Services Xcelsius 2008 and SQL Server Reporting Services Xcelsius 2008 uses Xcelsius Reporting Services XRS to dynamically populate Xcelsius 2008 visualizations based on SQL Server Reporting Services RS data XRS allows users to connect to an RS report through the Xcelsius 2008 interface and to create visualizations that can easily be updated Xcelsius 2008 Reporting Services server You can perform the following tasks within the Reporting Services RS server e Configure reports and how
187. iginal Size The image is shown at its actual size Areas of the image that extend outside of the Slide Show are not shown 350 Xcelsius 2008 User Guide Web Connectivity Components Reference Appearance tab 21 Stretch The image is stretched to fit the bounds of the Slide Show Scale The image is sized to the extents of the Slide Show bounds while still maintaining its aspect ratio Horizontal Alignment Use this option to define how images are horizontally aligned to the bounds of the Slide Show Choose from the following options Center The image is centered horizontally within the Slide Show Left The image is aligned to the left edge of the Slide Show Right The image is aligned to the right edge of the Slide Show Vertical Alignment Use this option to define how images are vertically aligned to the bounds of the Slide Show Choose from the following Middle The image is centered vertically within the Slide Show Top The image is aligned to the top edge of the Slide Show Bottom The image is aligned to the bottom edge of the Slide Show Xcelsius 2008 User Guide 351 21 Web Connectivity Components Reference Appearance tab 352 Xcelsius 2008 User Guide Other Components Reference chapter 22 Overview Other Components Reference Overview This section discusses the Properties panel features for Other components The following Other components are available in all versions of Xcels
188. in the Value Y Axis box 80 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Chart components 6 Tip You can also click the Value Y Axis cell selector button to select the axis name from the spreadsheet 8 Optional Type the axis name in the Secondary Value Y Axis box Tip You can also click the Secondary Value X Axis cell selector button to select the axis name from the spreadsheet 9 Click the Data by Range cell selector button and select the range of values from the spreadsheet The data range is the list of values to be presented on the chart component Select the full range of values you want to display in the chart 10 Select a radio button to indicate how your data is arranged Data in Rows or Data in Columns In some cases you may want to create a multi series chart To do this select the By Series option and select one or more series Each series is represented by columns of the same color By Series 4 q Plot Series On Category Labels x Once you have created your basic chart you can enhance and customize it Refer to Chart Components Reference on page 247 for more information User Guide Sample Drill Down Chart This sample provides an example of the Drill Down capability that allows charts to behave as selectors This visualization displays a Pie Chart that contains yearly sales for several branches When a user clicks on a slice of Xcelsius 2008 User Guide 81 6
189. ing a node enables the Input Value selection icon Read From Select a cell in the spreadsheet that will provide data for the Web Service Connection to read from Output Values Select a node from the tree to bind the node to the spreadsheet Selecting a node enables the Output Value selection icon Insert In Select a destination cell for the output values 160 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Usage Tab See Usage Tab on page 191 for Data Manager Usage Tab options Configuring the XML Data Connection Definition Usage Name Connection 10 XML Data URL w MIME Type application x www Form urlencoded O Enable Send C Enable Load 5 Import Named Ranges With the XML Data Connection you can refresh visualization data from an external source through HTTP The connection can be used to send live visualization data to an external source for example form submission and data collection The data can be refreshed and sent periodically and automatically or on demand when combined with the Connection Refresh Button component Note Flash Player versions 9 and later have new security features which may prevent your Xcelsius 2008 visualization from connecting with an external data source Without a policy file SWF files from one domain cannot access data on another domain or sub domain In addition SWF files served over HTTP
190. ing functions Data Manager Xcelsius 2008 User Guide 27 3 What s New in Xcelsius 2008 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 ea External connections are now managed in a central location The Data Manager is used to configure and manage all external data connections e Crystal Reports integration Xcelsius 2008 visualizations that are embedded in Crystal Reports can be configured to read data from the hosting Crystal Report and dynamically update when the Crystal Report data changes Appearance Components Browser Category Tree List Favorites Charts Line Chart Pie Chart Containers Selectors Single Value Maps Text Other Art and Backgrounds Web Connectivity The Components Browser look and feel has been significantly changed from previous versions e Interface 28 Xcelsius 2008 User Guide What s New in Xcelsius 2008 B Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 The Components Browser displays the components in a sliding accordion menu Components can be displayed in Category Tree or List view e Favorites Frequently used components can be added to the Favorites category in the Category view Object Browser Object Browser ax Accordion Menu 1 Dual Slider 1 v Lock Unlock Components can be locked in the object browser to prevent them from being selected or changed while the visualization is being design
191. ing your visualization to Flash Once your visualization is complete you can export your content as an Adobe Flash SWF file The SWF file can be executed locally with the standalone Flash player opened in a browser used as part of a web site or imported into a number of different programs Note This export option is only available in Xcelsius Engage versions To export an Xcelsius 2008 visualization to Flash 1 Create an Xcelsius 2008 visualization 2 Select File gt Export then select Flash SWF The Export dialog box appears 3 Enter a name for the SWF file and click Save Xcelsius 2008 generates the Adobe Flash file Note If there are any non embedded external files in the visualization a folder containing those files is also generated with the same name and location as the exported file The visualization loads the external files from this directory at runtime The visualization and folder must exist in the same directory for the external files to be loaded correctly Exporting your visualization to HTML Not all computers are configured to open Flash files in the browser By embedding your SWF visualization in an HTML file you ensure that your users can view the visualization simply by double clicking one file The generated HTML document references your SWF visualization Note This export option is only available in Xcelsius Engage versions To export an Xcelsius 2008 visualization to HTML 1 Create an Xce
192. ion should be added to any visualization that will accept data from a web part within the portal In addition to the Parameters there are three important selections to configure on the Properties panel of the Consumer connection Range Name Range Type and Range Range Name Range Name is user defined and is displayed when connecting web parts together in Portals Range Name is required or the web parts cannot be connected together Range Type Range Type defines the amount of data that will be passed Cell consumes a single cell from another web part Row is a single row with multiple columns Table is multiple rows and columns If another visualization is passing in data the most likely type to select is Cell or Row Table is used to pass data from a Portal list Range Range is the area on the internal spreadsheet of the visualization that the incoming data will be written to Portal Provider Connection The Portal Provider Connection should be added to any visualization that will provide data to another web part In this case only Xcelsius 2008 Portal 182 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 web parts can be used to consume information from a visualization that is using the Portal Provider connection The Portal Provider contains the same options as the Portal Consumer connection See above for details about these three options Usage Tab The Usage Tab for
193. is only available for Line Column Bar Area and Combination charts Category Axis Labels Click the cell selector button adjacent to the Category Axis Labels box to select the category axis labels for the selected series The following options are available only in the OHLC and Candlestick Chart components Open Click the cell selector button adjacent to the Open box to select the values for the open series High Click the cell selector button adjacent to the High box to select the values for the high series Low Xcelsius 2008 User Guide 251 14 Chart Components Reference Drill Down tab Click the cell selector button adjacent to the Low box to select the values for the low series Close Click the cell selector button adjacent to the Close box to select the values for the close series Drill Down tab Enable Drill Down Click Enable Drill down to enable the options on this tab Note This tab does not apply to the Area Stacked Area Radar and Filled Radar Chart components The options on this tab are available only if a series has been added to the chart on the General Tab Chart Drill Down Options The options in this area define how the Chart component will behave when a selection is made The following options are available Series Name Destination Click the Series Name Destination cell selector button to select the cell into which the currently selected series name will be inserted Ins
194. is sample the Radio Button uses the Filtered Rows functionality and takes a range of data with duplicate data entries and filters the data so that there are only unique entries Based on the user s selection the Radio Button locates all data points that correspond to the selected label The data is then inserted in a range of cells to be displayed in the Column Chart User Guide Sample Tree Map The Tree Map uses two parameters to create a color block for each Product The size of each color block represents its Price relative to all other prices The light or dark shade of each block represents is Market Share relative to Xcelsius 2008 User Guide 105 6 Using Xcelsius 2008 Components Using the Selector components 6 the rest of the market This graphic representation allows instant comparison of multiple data points against each other in two parameters If a data point lies far outside the range of the data points it s being compared to it might show up as significantly larger smaller or very bright dark To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the u
195. isplays the history of changes as recorded by the History component User Guide Sample Reset Button The Reset Button component can be added to a visualization to allow users to reset all components to the values displayed when the visualization was loaded This sample has three Sliders that affect the value displayed By clicking the Reset Button the Sliders and Value component are reverted to their original values To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a Horizontal Slider component on the canvas 3 Double click the Horizontal Slider to open the Properties panel 124 Xcelsius 2008 User Guid
196. ius 2008 Local Scenario Button Trend Icon Print Button Reset Button Xcelsius Engage versions have the following additional components Calendar History Panel Set Source Data Trend Analyzer Grid General tab Common to some components Title Use the Title box to manually enter the title for the component or click the cell selector button to select the title from the spreadsheet When the title is bound to the spreadsheet changes to the value of the underlying spreadsheet cell will be reflected in the button label Note This option applies only to the Calendar and Panel Set components 354 Xcelsius 2008 User Guide Other Components Reference General tab 22 Label Use the Label text box to manually enter the button label or click the Label cell selector button to select the button label from the spreadsheet When the label is bound to the spreadsheet changes to the value of the spreadsheet cell will be reflected in the label Note This option only applies only to the Local Scenario Button Print Button and Reset Button components Specific to the Trend Analyzer component Data Use the cell selector button to select the range of cells that contains the data you want to analyze Trend Regression Type e Use Best Fit Use this option to have Xcelsius 2008 determine the appropriate analysis type e Select a Type Use this option to select the analysis type e Linear e Logarithmic e Polynomial
197. ius 2008 User Guide Other Components Reference General tab 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 Specific to the Grid component Data Scale Use this option to select the range of data for the grid from the spreadsheet The grid displays a value for each cell selected and arranges them in the same order as the selection Any change to the values in these cells is reflected in the corresponding grid values Similarly any change to the grid values is inserted into the corresponding cells and will be reflected across all other components linked to the corresponding cells Use the options in this section to define the data value lower and upper limits These limits are applied to every value in the grid Minimum Limit Minimum Limit is the lowest allowable value Enter the value in the box or use the cell selector button to select a value from the spreadsheet Maximum Limit Maximum Limit is the lowest allowable value Enter the value in the text box or use the cell selector button to select a value from the spreadsheet Xcelsius 2008 User Guide 357 a2 22 Other Components Reference General tab Specific to Trend Icon component Data Colors The value of the Data parameter determines which icon is displayed for the component e Ifthe value of Data is greater than 0 the comp
198. ization which the end user can click to refresh the connection 5 Export your XLF file to any format you choose Depending on what option you chose in step 4 the Xcelsius 2008 Visualization will be refreshed when you open it when you click the Connection Refresh Button or at the set time interval Note You can set additional refresh options with a Connection Refresh Button See Web Connectivity Components Reference on page 339 for more information Passing parameters from Xcelsius 2008 to LiveOffice You can pass parameter values from an Xcelsius 2008 visualization or SWF file to LiveOffice by taking advantage of Xcelsius 2008 s ability to pass values to an Excel spreadsheet This way you can input parameter values in your visualization and have the correct data returned from the data source 204 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 To pass a parameter to LiveOffice Note This procedure requires a LiveOffice enabled Excel spreadsheet with a bound parameter The spreadsheet must require user input for the parameter when it is refreshed 1 Place a Single Value component such as a dial or a slider on the canvas 2 On the General tab of the Single Values properties browser click the cell selector button next to the Data field 3 Click the cell that contains the bound parameter and then click OK 4 Repeat steps 1 through 5 ou
199. ket data for several companies and displays the latest stock data when the file is viewed as a web page To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Xcelsius 2008 User Guide 177 9 Using Advanced Features in Xcelsius Engage Using the Data Manager The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples Also included in this directory is the HTML file of the final visualization Step 1 To configure the visualization 1 2 3 oa Create an Xcelsius 2008 visualization to display stock data Open the Data Manager click Add and select Flash Variables connection In the Name box type a name for the range For this example type Flash Variable example On the Variable Format drop down menu select CSV For this example se
200. kness of the major gridlines e Show Minor Gridlines Click Show Minor Gridlines to display minor horizontal grid lines in the plot area of the Chart component e Minor Gridlines Color Click the color selector button adjacent to Show Minor Gridlines to customize the color of the minor gridlines e Minor Gridlines Thickness Adjust the value in the Thickness box to customize the thickness of the minor gridlines Text tab For information about text settings see Text fab on page 234 Color tab Use the color selector buttons to customize the appearance of the component The parts of the component that can be customized vary depending on the component you are working with The following options may be available Background Color Series e Line e Fill e Positive Color e Negative Color e High Color 266 Xcelsius 2008 User Guide Chart Components Reference Alerts Tab 14 Slices e Fill Color Title Area e Fill e Border Plot Area e Fill Border Legend Area e Fill Border Axes and Gridlines e Vertical Axis e Vertical Major Gridlines e Vertical Minor Gridlines e Horizontal Axis e Horizontal Major Gridlines e Horizontal Minor Gridlines Alerts Tab Note The Chart Alerts Tab applies only to the Line Column Stacked Column Bar Stacked Bar Combination Bubble XY and Radar Chart components For information on Alerts see Alerts Tab on page 241 Xcelsius 2008 User Guide 267 1 4 Ch
201. lays the browser window The images below show the Object Browser minimized top image and displayed on mouse over bottom image 30 Xcelsius 2008 User Guide What s New in Xcelsius 2008 3 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 i e Quick Views Xcelsius 2008 User Guide 31 3 What s New in Xcelsius 2008 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 E Quick views I 5 Pre My Workspace Canvas Excel Canvas and Excel Xcelsius 2008 includes pre configured workspace configurations In addition your customized workspace is automatically saved as My Workspace when Xcelsius 2008 closes You can select a different workspace view from the Quick Views menu Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 Xcelsius supports the ability to import a visualization created with Xcelsius 4 5 This import ability lets Xcelsius 4 5 customers upgrade their existing visualizations to take advantage of the new features of Xcelsius 2008 Backup your current XLF JPEG and external SWF files before upgrading your visualization Note Xcelsius 3 0 3 5 and 4 0 files cannot be imported into Xcelsius 2008 To use these files in Xcelsius 2008 you must first import them into Xcelsius 4 5 then import the files into Xcelsius 2008 To import your existing visualizations start Xcelsius 2008 and select File gt Open Select the XLF that you would like to import and click Open Xcel
202. ld be as close as possible to its Target Creating templates Xcelsius 2008 offers a set of templates you can use to create a new visualization You can also create a visualization from scratch and save it as a template To open a template on the File menu click Templates A list of available Categories is available Each Category contains a group of templates that are displayed under the Items section As you select each template in the list a preview of the template is shown on the right side of the screen You can click on the selectors to see the intended functionality of the components Select a template from the list and click OK When selected the template is inserted on the canvas as a new visualization You can now add delete or modify the template and save it as a new visualization or as a modified or new template Xcelsius 2008 User Guide 151 8 Using Advanced Features Creating templates Note Templates are not bound to any data They demonstrate assorted layouts and combinations of components Custom made templates You can create your own templates For example if you are creating a set of Portlets for use in your corporate portal you may want to save your visualizations as templates so that you can re use them when updates are necessary To create a 1 2 NO on fF new template Create the Xcelsius 2008 visualization you want to save as a template On the File menu click Save As The Save As d
203. le Value Components Reference Behavior tab 17 Note The Auto Resize check box is available for Value components and is the only setting available in this section for Spinner components Mouse Sensitivity The Mouse Sensitivity slider determines how sensitive the value of the component is to pointer movements When the setting is high small pointer movements can change the value by large increments When the setting is low pointer movements change the value by small increments Note The Mouse Sensitivity slider is available for Value Gauge and Dial components Object Elasticity The Object Elasticity slider determines the elasticity of the movement of the needle If you select Less elasticity the needle will snap to the new value If you select More elasticity the needle will bounce around the new value and finally settle in place Note This option is only available for Gauge components Mouse Tracking Click one of the options under Mouse Tracking to specify the direction that the user must drag the pointer to change the value on a component e Vertical The user must move the pointer vertically up or down to change the value e Radial The user must move the pointer in a circular motion to change the value Note The Mouse Tracking options are available for Gauge and Dial components only Scroll Behavior The Scroll Behavior determines the action the user must perform to change the value e Manual 306
204. lect the data to be displayed For this sample select the cells beneath column header Quantity o 12 Click the Category Labels Y cell selector button to select the cells in the spreadsheet that contain the labels for this sample the cells under column header Company 13 Place a Connection Refresh Button component on the canvas 14 Click the Connection Refresh Button to open its Properties panel 15 In the Label box type Get Data 16 In the Available Connections box check the box next to the XML Data connection This will enable the button to refresh the selected connection 17 Place a Reset Button component on the canvas 18 Click Preview to view the interaction between the Connection Refresh Button and Bar Chart components Xcelsius 2008 User Guide 165 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 In this sample the Bar Chart is populated with the data retrieved by the Get Data button Connection Refresh Button The Reset Button can be clicked to clear the data populating the Bar Chart User Guide Sample XML Data Advanced A polling application utilizes both send and load functionality Votes must be sent to the server to be tallied and total results must be loaded from the server There are five parts to such a procedure e Part 1 To configure the XML Data Connection on page 167 Specify the server script that will communicate with the component Part 2 To send the data
205. lecting CSV will pass comma separated data to the SWF file Inthe Variable Data area add a Range by clicking the plus button Select the added range in the Ranges list box Inthe Variable Data Name box type a name for the range For this example type StockData Inthe Variable Data Range box use the cell selector button to select the range of cells to be replaced from the spreadsheet For this example the range of cells should contain the stock data Click the Close button to exit the Data Manager Step 2 To export the visualization 1 2 On the File menu point to Export and click HTML Enter a name for the HTML file and click Save For this example name the file Stocks html Note Export to HTML generates an HTML file and a SWF file of the same name in the specified location Open Stocks html with an HTML editing program such as Microsoft Notepad 178 Xcelsius 2008 User Guide oO Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Find the specified line of code e Internet Explorer lt PARAM NAME FlashVars VALUE StockData Widget 20Maker 20Inc 2C33 50 e Netscape Mozilla lt EMBED src Stocks swf quality high bgcolor FFFFFF WIDTH 452 HEIGHT 355 FlashVars Stock Data Widget 20Maker4 20Inc 2C33 50 Change the first value 33 50 to 99 50 Save Stocks html Open Stocks html with your web browser The value change is reflected in Stock
206. ligns the selected components to the grid lines e Height This option sets the vertical spacing intervals for the grid in pixels e Width This option sets the horizontal spacing intervals for the grid in pixels Using the Properties panel The component Properties panel contains the setting and format options for the selected component After you place a component on the canvas area you can access the Properties panel by double clicking the selected component right clicking on the component or selecting the component and typing ALT ENTER In general the Properties panel has the same structure for all components but the options available are specific to each individual component The Properties panel may have the following tabs H Liy y A yy B General Drill Down Behavior Appearance Alerts e General 46 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 TE General The General tab contains the required settings for the selected component At a minimum it contains an area for the title or label s and an area to select the Data Source or enter the values that will be displayed Drill Down Drill Down The Drill Down tab ontains a series of parameters for adding drill down capability for charts For information on the Drill Down tab see Drill Down tab on page 252 Note This tab applies only to Chart components Behavior af Aj Behavior
207. ll in the embedded spreadsheet Note The Key is not available unless Status has been set Animations and Effects tab Entry Effect In this area you can set how the component will initially appear or re appear using Dynamic Visibility in the visualization and enable any available animation Effect Type e None The component has no entry effect e Fade in The component appears in a semi transparent state and gradually becomes solid e Grow The component appears gradually until it reaches its full size e Grow X First The component appears gradually first appearing at its full height and then growing to its full width e Duration Seconds 240 Xcelsius 2008 User Guide General Properties Panel Reference Alerts Tab 13 The Duration box is available only if you selected Fade in Grow or Grow X First on the Entry Effect list and lets you determine how long the effect lasts You can enter a value from 0 to 10 with 0 being the shortest duration and 10 being the longest duration Alerts Tab Alerts let the user know that a predefined value has been reached The settings on the Alerts tab control how alerts behave for a component when the visualization is run Depending on the component that you are working with some of the settings described in this section may be unavailable Note Not all components are able to display alerts These components do not have an Alerts tab Enable Alerts The Enable Aler
208. lorer and double clicking on them Do not open the files by using File gt Open in the Excel menu 222 Xcelsius 2008 User Guide Frequently Asked Questions LiveOffice questions Why does the look of my component change when I copy it into a new visualization Some component customization will carry over into a new visualization Themes will not carry over into a new visualization but other customizations can effect the appearance properties in the new visualization e Ifyou have not customized the component it will take on the properties of the components in the new visualization e Ifyou have customized the component the properties will carry over Why doesn t my visualization display my spreadsheet customization Some Excel functions conditional formatting and macros for example that are available in the embedded spreadsheet are not supported in Xcelsius 2008 models and will not display properly in your visualization LiveOffice questions Why do all of the spreadsheet columns refresh instead of just the selected columns When specific columns are selected for refresh in a XLF file that connects to a Live Office View all the columns are refreshed in the SWF file not just the ones indicated in the XLF This is because all columns are refreshed regardless of the column selection You can however select individual rows to refresh Xcelsius 2008 User Guide 223 12 Frequently Asked Questions Language questions
209. lsius 2008 visualization Xcelsius 2008 User Guide 137 f Exporting Xcelsius 2008 Visualizations Exporting your visualization to an Enterprise folder 2 Select File gt Export then select HTML The Save as HTML dialog box appears 3 Enter a name for the HTML file and click Save Xcelsius 2008 generates the HTML file and a SWF file with the same name and saves them in the selected directory These files must be kept together in order for the HTML file to work properly Exporting your visualization to an Enterprise folder When your visualization is complete you can export it to a folder in BusinessObjects Platform or Crystal Reports Server Note This export option is only available in BusinessObjects Xcelsius Enterprise versions To export an Xcelsius 2008 visualization to an Enterprise folder 1 Create an Xcelsius 2008 visualization 2 Select File gt Export then select Business Objects Platform or click the Export to Business Objects Platform button 2 in the toolbar The Log On to BusinessObjects Enterprise dialog box appears 3 Enter your logon information e Inthe System field type the name of the Central Management Console CMC that you want to export the SWF file to The CMC stores information about the objects saved to the Enterprise system For more information about the CMC refer to the BusinessObjects Enterprise or Crystal Reports Server guides e Inthe User name and Password fields type y
210. lue is lower than the open value Specific to the Pie Chart component Data Point selection box The options in this area configure the appearance of the pie slices for the Pie Chart component Xcelsius 2008 User Guide 263 14 Chart Components Reference Appearance tab Data Point Click a Data Point in the list to select the slice to be customized Fill Click the color selector button of the highlighted Data Point to customize the color of the slice selected Show Lines Check the Show Lines box to display a line between each pie slice Click the adjacent color selector button to customize the line color Specific to the Combination Chart component Type Click an option from the Type list to select the type of markers to represent the selected Series Specific to the Tree Map component Axes tab High Color Click the color selector button in the High Color column to customize the appearance of the high intensity color of the Series Low Color Click the color selector button in the Low Color column to customize the appearance of the low intensity color of the Series Enable Vertical Axis Click Enable Vertical Axis to display the vertical axis for the Chart component Use the options in this section to configure the appearance of the vertical axis 264 Xcelsius 2008 User Guide Chart Components Reference Appearance tab Line Color Click the color selector button adjacent to Line Color to set the axis c
211. m s corresponding row data inserted in the target range e Column Select this option to have the selected item s corresponding column data inserted in the target range Behavior tab Common tab Dynamic Visibility For detailed information about Dynamic Visibility see Dynamic Visibility on page 239 Note This option is not available for the History Source Data and Trend Analyzer components These components are not displayed in the visualization Xcelsius 2008 User Guide 361 22 Behavior tab Other Components Reference Specific to the Calendar component These settings control the default date and date range for the Calendar component Default Date Use Current Date Click this option to control the default date for the Calendar component Selecting this option means that the Calendar component will always load with the current date Use Custom Date Click this option to set the default date to a specific date Selecting this option makes the Day Month and Year entry fields available For each field type the number value or click the cell selector button to select a value from the spreadsheet e Default Day Use this option to specify the default Day for the Calendar component e Default Month Use this option to specify the default Month for the Calendar component e Default Year Use this option to specify the default Year for the Calendar component Enable Calendar Limits Check this box to con
212. more information about integration with Websphere see the documentation included in the Xcelsius 2008 installation CD Deploying Xcelsius 2008 Visualizations to Microsoft Sharepoint Xcelsius 2008 for Sharepoint server Xcelsius 2008 for Sharepoint server XSP installs a web part container into the Sharepoint web part library After installation and configuration the web part container can be added to the Web Part Gallery within Sharepoint and any user with the appropriate rights can add the web part container to a page within the site Deploying visualizations in Sharepoint This section outlines the steps required to deploy Xcelsius 2008 visualizations in Sharepoint Xcelsius 2008 User Guide 195 Using Advanced Features in Xcelsius Engage Server Deploying Xcelsius 2008 Visualizations to Microsoft Sharepoint 10 Step 1 Add Xcelsius 2008 to a Sharepoint web page 1 Navigate to the web page that the visualization will reside in 2 Go to Modify Shared Page gt Add Web Parts gt Browse to open the Web Part Gallery 3 Locate the Xcelsius 2008 Sharepoint Connector and drag it to the location on the page where the visualization will reside Step 2 Configure the Xcelsius 2008 Sharepoint web part 1 Click the down arrow on the Xcelsius 2008 Sharepoint Connector then click Modify Shared Web Part The Properties dialog box opens The property used during this initial configuration is Xcelsius 2008 Visualization Source
213. mples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Xcelsius 2008 User Guide 125 6 Using Xcelsius 2008 Components Using the Other components The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 NO oo BR WOW DN O 11 12 13 14 15 16 17 18 19 20 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Combination Chart component on the canvas Double click the Combination Chart to open the Properties panel In the Chart box type Stock Price Trend Analysis Click Data by Series click the plus button to add a series to the list box Inthe Name box type Price Click the Values Y cell selector button and select the Source Data for this series for this sample select the data under the column header Price Click the plus button to add anothe
214. mponent in the visualization Note e http or https is required for all URLs e This option does not apply to the Connection Refresh Button component Specific to the Slide Show component URL JPEG or SWF file Type in the URL box or click on the URL cell selector button to select the URL for the slide show When the URL is bound to a spreadsheet cell changes to the value of the cell will cause the Slide Show to load the image at the URL specified in the cell Once the image file has been loaded the Slide Show will transition to the image using the transition parameters defined in the Behavior tab Note Progressive JPEGs and JPEGs with CMYK coloring as opposed to the standard RGB coloring are not supported Xcelsius 2008 User Guide 341 Web Connectivity Components Reference General Tab 2 Specific to URL Button component Window Options Use the options in this section to choose where the link should be opened when the URL button is clicked New Window Select this option to open the link in a new browser window This Window Select this option to open the link in the same browser window The current contents of the window will be replaced Specific to the Connection Refresh Button component Available Connections Select the connections that will be refreshed when the user clicks the Connection Refresh Button e Connections list box In the connections list box select the checkbox adjacent
215. mpty Label from being shown in the component This option is useful when you need the number of selections within the component to be variable Note Ignore End Blanks does not apply to Check Box Icon Toggle Button or List Builder components For more information see gnore End Blanks for variable length ranges on page 146 Dynamic Visibility For information on the features available in the Dynamic Visibility area see Dynamic Visibility on page 239 Animations and Effects tab For information about the features in the Animations and Effects tab see Animations and Effects tab on page 240 Specific to the Label Based Menu component Always Expanded Check Always Expanded to statically display all of the selections contained on the menu If this option is not selected the Insert On option is disabled and several other options are enabled Expand On This options defines the action that will trigger the component to expand 286 Xcelsius 2008 User Guide Selector Components Reference Behavior tab 16 e Mouse Click e Mouse Over Expand Direction This option defines the direction the menu will expand once it is opened Note Expand Direction options are only available when Orientation is selected on the General tab When the Orientation is Horizontal the following options are available on the Expand Direction list Left e Right When the Orientation is Vertical the following options are available on the
216. n 18 For the series Volume click the Type dropdown menu and select Line COON Oo BP W DD 84 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Container components 6 19 Click Preview to view the Combination Chart component displaying two series plotted on separate axis In this sample the Combination Chart component has been configured to display two disparate sets of data each plotted on its own axis Using the Container components This category contains a group of components that group and display other components Note These components are not available in Xcelsius Present For more information about Container components see Container Components Reference on page 269 e Panel Container The Panel Container components act as smaller canvases within the main canvas and hold one or more components Components in the Panel Container can be moved added changed or deleted Click the plus sign next to the Panel Container in the Object Browser to expand the list of components within the Panel Container Tab Set The Tab Set component is similar to the Panel Container components The Tab Set acts as a smaller canvas within the main canvas A Tab Set contains multiple tab views each can be displayed on the canvas by clicking its corresponding tab Tabs can be added or deleted from the Xcelsius 2008 User Guide 85 Using Xcelsius 2008 Components Using the Container components 6
217. n and a value of 0 is entered in all other cells in the Destination range For example if the second of three options is selected the values 0 1 0 will be inserted into the Destination range You can open this User Guide Sample by selecting File gt Samples select the User Guide Samples category and then selecting the file name under Items The Sample file will contain all components and the corresponding spreadsheet data To follow along with the below step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Note The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location 144 Xcelsius 2008 User Guide Using Advanced Features Dynamic Visibility functionality 8 C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 10 11 12 13 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Radio Button component on the left side of the canvas Double click the Radio Button component to open the Properties panel Click the Labels cell selector button and select the cells containing the labels for the buttons from th
218. n and select the Destination cell for the Check Box 14 Set the Dynamic Visibility Key value to match the Source Data of the Check Box component For this sample use the default value of 1 fos Xcelsius 2008 User Guide 143 Using Advanced Features Dynamic Visibility functionality 8 15 Click Preview to view the interaction between the Check Box and Line Chart components 16 Click the Check Box to display the Line Chart and un check to hide the Line Chart Note By default the Check Box status is unchecked Therefore when you Preview the visualization the chart will not be initially visible Users must click on the Check Box to enable the chart s visibility This can be changed by modifying the Line Chart s Dynamic Visibility Key value or by changing the Selected Item to Checked on the Behavior tab of the Check Box component User Guide Sample Status List Selector components can be configured to insert different forms of data in the spreadsheet This sample provides an example of the Insertion Type Status List in conjunction with the Dynamic Visibility functionality The visualization has different charts displaying the revenue of the selected region Selecting the radio button for a region will display the corresponding chart The Insertion Type Status List functions so that when a selection is made on the selector component a value of 1 is entered in the cell of the Destination range corresponding to that selectio
219. n Xcelsius 2008 design file It is the file that is created by Xcelsius 2008 and is where all the functionality of the visualization is configured lt e SWF This is an Adobe Flash file Xcelsius 2008 uses Adobe Flash to render interactive files e Xcelsius 2008 Visualization 200 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 This term is used for the final output of an Xcelsius 2008 file For example when you create a file in Xcelsius 2008 and export it to PowerPoint the PowerPoint file is an Xcelsius 2008 Visualization e LiveOffice enabled This term is used to describe an Excel spreadsheet that is created with LiveOffice as the data source Moving from an unmanaged environment to a managed environment If you have upgraded from the Crystal Vision bundle you likely have LiveOffice report views that are based on unmanaged Crystal Reports To take advantage of the refresh capabilities of the LiveOffice connections in Xcelsius 2008 and the viewing and distribution capabilities of BusinessObjects Enterprise or Crystal Reports Server you must move to managed files You can publish your unmanaged Crystal Report to BusinessObjects Enterprise or Crystal Reports Server and then update your visualizations to take advantage of the functionality available in Xcelsius 2008 This section outlines the steps to move from an unmanaged environment to a ma
220. n customize the corresponding fill colors Font Color The down arrow button opens the Color dialog box where you can customize the corresponding color of the text in the Alert Thresholds No Data Color The down arrow button adjacent to No Data Color lets you customize the color for parts of the component which have no alert data 244 Xcelsius 2008 User Guide General Properties Panel Reference Alerts Tab 13 Color Order You can click one of the following options in the Color Order area to define the ideal value type for the component Low Values are Good Use this option when the ideal value type is lower than the target value For example select Low Values are Good when you set alerts for expenses and you want the expense values to be as low as possible Middle Values are Good Middle Values are Good is unavailable if you clicked By Value in the Alert Method area Use this option when the ideal value type is as close as possible to the target value For example select Middle Values are Good when you set alerts for inventory and you want the inventory quantities to be as accurate as possible High Values are Good Use this option when the ideal value type is higher than the target value For example select High Values are Good when you set alerts for revenue and you want the revenue values to be as high as possible Alert Location The three check boxes in the Alert Location area let you customize how alerts a
221. n published to BusinessObjects Enterprise Note e DocumentDownload will open the secondary SWF file within Xcelsius for example in a Slide Show component This makes DocumentDownload the choice for creating a nested or parent child visualization within InfoView e Logon credentials are not passed from the parent visualiztion HTML file when calling a secondary SWF file Therefore DocumentDownload requires appending CELogonToken to the URL 218 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration Basic Structure http lt webserver gt documentDownload lt parameter1 gt amp lt paramter2 gt amp amp lt parameterN gt amp CELogonToken lt gt Note The URL needs to be URL encoded if it contains non URL safe characters Sample URL http cdid5boe 8080 documentDownl oad iDo cID 10348 amp sKind Flash amp CELogonToken SERVER Z408757Jxnge3URUJ8L4 The sample URL is structured per below sections in bold would need to be customized to the file _ http ca be Nips name documentDownload iDocID 10348 amp Document ID Note iDoclD is the ID or the CUID of the SWF file sKind Flash amp Note sKind must be Flash pai CELogonToken SERVER 408757JxmheURUJ8L4 These paramters are required with the documentDownload function Tip To obtain the document ID navigate to the document in InfoView hover your mouse over the doc
222. n the image at that location Once it has loaded the image it will transition from the current image to the new one specified at the URL data source Note Flash Player versions 9 and later have new security features which may prevent your Xcelsius 2008 visualization from connecting with an external data source Without a policy file SWF files from one domain cannot access data on another domain or sub domain In addition SWF files served over HTTP cannot access data at a HTTPS location Please refer to the online article from Adobe regarding security restrictions for data loading for information on creating a policy file to allow access to data in the cases above Note This component is not available in Xcelsius Present Connection Refresh Button Refresh A button that manually refreshes the connection it is linked to Note This component is not available in Xcelsius Present Xcelsius 2008 User Guide 131 6 Using Xcelsius 2008 Components Using the Web Connectivity components 6 For more about this component please see User Guide Sample Connection Refresh Button XML Data Connection on page 164 e Reporting Services Button Reporting Services The Reporting Services Button component enables you to connect to the XRS server and select the report that will be used to populate the visualization Note This component is only available in Xcelsius Engage Server and BusinessObjects Xcelsius Enterprise 132 Xcelsiu
223. n the selected directory These files must be kept together in order for the HTML file to work properly Once the visualization has been exported you can open the HTML file in your web browser Changes made to the source XML file will be reflected in your HTML file Usage Tab The Usage Tab contains the Refresh and Load Status options Refresh Options Refresh On Load Use this option to refresh the data when the visualization loads Refresh Every Use this option to automatically refresh the XML data Enter the interval value then select a time unit minutes seconds etc from the drop down menu Refresh on Trigger Xcelsius 2008 User Guide 191 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Use this option to select a cell that will trigger the visualization to refresh the data Use the Cell Selector to select the spreadsheet cell that will define the Trigger Cell then set the trigger options e When Cell Updates This option triggers a refresh when the Trigger Cell is updated even if the value of the cell does not change e When Value Changes This option triggers a refresh when the value in the Trigger Cell changes When Value Equals This option triggers a refresh when the value in the Trigger Cell equals the target value Type a target value or use the cell selector to link to a spreadsheet cell that contains the trigger value Load Status e Loading Message Use this option to spec
224. n this section for the Spinner Value and Play Control components e Major Ticks 304 Xcelsius 2008 User Guide Single Value Components Reference Behavior tab 17 Select this option to have progress move incrementally only on major ticks e Major and Minor Ticks Select this option to have progress move incrementally on major and minor ticks Limits The Minimum Limit and Maximum Limit lists each provide three options for setting the behavior of the minimum and maximum values on the single value component Depending on the component that you are working with some of these options may be unavailable e Fixed The user cannot set the value to a number less than the minimum value or greater than the maximum value e Adjustable The user can adjust the value limits when the visualization is run This option is available for all components except the Value component e Open The user can set the value to any number that does not conflict with the specified minimum or maximum value Note Limit behavior options are not available for the Play Control component Interaction Options The features in this section determine how the end user can interact with the visualization Note The settings in this area do not apply to Slider or Progress Bar components Auto Resize Select the Auto Resize check box to enable the component to automatically resize and fit the number displayed Xcelsius 2008 User Guide 305 Sing
225. naged environment It does not describe each step in detail but instead gives an overview of the workflow involved For detailed information on how to perform each step referred to the appropriate product guide To move to a managed system 1 Publish your unmanaged Crystal Reports to Crystal Reports Server or BusinessObjects Enterprise For detailed information about how to publish reports refer to the chapter Publishing Reports to Crystal Reports Server in the Crystal Reports Server XI Release 2 Installation Guide or the chapter Publishing Objects to BusinessObjects Enterprise in the BusinessObjects Enterprise XI Administrator s Guide 2 In Live Office set the location of the report view that you want to update to be managed Set this location to the location of it s new managed report source Xcelsius 2008 User Guide 201 11 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration For detailed information about how to set the location of a Live Office report view refer to the chapter Creating Report Views from Unmanaged Reports in the Live Office User Guide 3 Open the XLF that you want to modify with the updated report view 4 In the Data Manager add and configure a LiveOffice connection to the XLF For detailed information about how to do this see Creating an Xcelsius 2008 visualization from a LiveOffice enabled Excel spreadsheet on page 202 Specifically refer to
226. nection you must configure the connection and refresh options Each XML Data connection can communicate with a different external source This source is specified by a URL on the Definition tab of the Data Manager The URL must be available to the generated SWF application at run time in order for the data to be sent and loaded correctly In this example votes need to be tallied and up to date results displayed We can accomplish this by communicating with a server script that interacts directly with a database An ASP NET script called addresults aspx is used but there are no restrictions on how the server script needs to be implemented To configure the XML data connection 1 In the Data Manager add an XML Data Connection If you have already added the connection select it from the list to edit it 2 In the XML Data URL box enter the URL where your server script is hosted or use the cell selector button to select the URL from the spreadsheet 3 On the Usage tab ensure that Refresh On Load and Refresh Every are not selected Part 2 To send the data selection Users can vote on four separate categories using a series of sliders By adding the cells that are tied to the sliders to the list of ranges to send we can send the vote to the server To configure an Xcelsius 2008 visualization to send data to an external source 1 On the Definition tab click Enable Send 2 Click the add button A new range is created
227. nents 127 Behavior tab 326 General tab 322 bar chart 74 Behavior tab 326 background components 326 chart components 255 Dynamic Visibility 239 map components 316 other components 361 selector components 285 Behavior tab continued text components 332 web connectivity components 345 Browse button 233 bubble chart 74 BusinessObjects Enterprise 206 207 exporting SWF files 207 opening XLF files 206 refreshing SWF files 210 rights 214 saving XLF files 206 viewing SWF files 209 BusinessObjects Enterprise exporting visualizations to 138 Cc candlestick chart 74 canvas 44 fitting to components 44 placing components on 43 resizing 44 Cell Selector button 232 changing 44 canvas size 44 global styles 60 chart components 74 Alerts tab 267 Appearance tab 259 Behavior tab 255 creating 79 Drill Down tab 252 General tab 248 types 74 Check Box component 89 Xcelsius 2008 User Guide 375 Index Color Selector button 232 column chart 74 combination chart 74 Combo Box component 89 components 50 hiding with Object Browser 50 selecting with Object Browser 49 Components Explorer 40 configuring XML Data Button component 167 creating charts 79 global styles 62 templates 151 154 visualizations importing Excel files 68 selecting data sources 68 Crystal Reports Server 207 exporting SWF files 207 opening XLF files 206 refreshing SWF files 210 rights 214 saving XLF files 206 viewing SWF files 209 Crystal Reports Server ex
228. ng Xcelsius 2008 Components 73 COVOPVIGW E E E E EE EE 74 Using the Chart component ccccccccceceeeeeeeeeeeeeeeeeeeseeeeseseeeeesaees 74 How to configure a chafta e e a e Fas 79 User Guide Sample Drill Down Chatt ccccceeeeeeeeeeeeeeeeeeeeeeees 81 User Guide Sample Dual Axis Charts c cceeeeeceeeeeeeeeeeeeeeeees 83 Using the Container Component c ccccceeeeeeeeeeeeeeeeeeeeeeeeeseeeeeenaees 85 User Guide Sample Panel Container cc ccceeeeeceeeeeeeeeeeeeeeeees 86 User Guide Sample Tab Set ccccccccceseeeeeeeeeeeeeeeeeeeeeeseeeeeeneeees 87 Using the Selector components cccccceceeeeeeeeeeeeeeeeeeseeeessseeeetenaees 89 User Guide Sample Filter cccccceceeeeeceeeeeeeeeeeeeeeeeeeeseeeeeeeneeees 95 User Guide Sample List Builder ccc cceeeeeceeeeeeeeeeeeeteeeeteeeeees 96 User Guide Sample Accordion Menu cceeeeeceeeeeeeeeeeteeeeeees 99 User Guide Sample Sliding Picture Menu cceeeeeeeeeeees 100 User Guide Sample Dynamic Selected Item c cceeeeeeees 102 4 Xcelsius 2008 User Guide Contents Chapter 7 User Guide Sample Filtered ROWS cccececeeeeeeeeeeeeeseeeeeeseeees 104 User Guide Sample Tree Map ccccceceeeeeeeeeeeeeeeeeeeeseeeeesaees 105 Using the Single Value components cccsceeeeeeeeeeeeeee
229. now place and resize the image Tip Click Resize Image to Component to prevent the image from loading and automatically changing the size of the component Using the Web Connectivity components This category contains a group of components that provides options for linking your visualizations to the Web For more information about Web Connectivity components see Web Connectivity Components Reference on page 339 URL Link Button URL A button that links to a relative or absolute URL when pressed Slide Show 130 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Web Connectivity components The Slide Show component creates a slide show of URL based images and SWF files Unlike the normal Image Component which requires that you first Import the file the Slide Show component loads the image at the URL specified in the URL data source Note When an image is imported into normal Image Components Xcelsius 2008 stores its own local copy of the file internally in the XLF file The original file is no longer accessed or used in the visualization Because the file data is stored within the XLF the XLF can be moved or emailed and the contents of the file travels with it The Slide Show points to a URL however which can change at runtime This means that the image does not travel with the XLF Therefore the image must be available to the SWF at runtime Note Whenever the Slide Show URL changes it attempts to load i
230. nsition The transition will then decelerate until it is finished Transition Time Use this option to set the amount of time for the transition between each slide Enter the desired value in the text box or use the up down arrows to adjust the time Note A smaller number is better for smoother transitions while a larger number may be better for performance Smoothness Use the slider to set the smoothness of the transition 346 Xcelsius 2008 User Guide Web Connectivity Components Reference Behavior tab 21 Specific to Reporting Services Button Common Tab Refresh Options Refresh On Load Check this box to refresh the data when the visualization is run Refresh Every Check this box to refresh the data at a set interval Type or use the up down arrows to set the interval integer Click the dropdown menu to select the interval timeframe Seconds Minutes or Hours Load Status Loading Message Type or use the cell selector to select a message that will be displayed while the data connection is loading Idle Message Type or use the cell selector to select a message that will be displayed while the data connection is idle Insert In Use the cell selector button to select a cell where the Loading and Idle Messages will be inserted Enable Load Cursor Check this box to display a special cursor while the data connection is loading Disable Mouse Input on Load Check this box to disable user inter
231. ntains the SWF file you want to view Click the name of the SWF file The SWF opens inside the InfoView panel Refreshing SWF files in InfoView In InfoView users can refresh a Live Office enabled SWF file to view the newest data When you design the visualization in Xcelsius 2008 you can set the visualization to refresh in InfoView in one of the following ways Refresh on Load Refresh on Interval Manual Refresh Refresh based on Trigger Behavior If you are unsure of how the data in the SWF file refreshes check the LiveOffice connection settings in the XLF file in Xcelsius 2008 210 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 To check the LiveOffice connection refresh setting 1 In Xcelsius 2008 open the XLF file 2 In the Data Manger open the LiveOffice connection properties 3 On the Usage tab ensure the refresh setting that you want has been selected and configured Refresh on Load If you selected Refresh on Load when you configured the LiveOffice connection in Xcelsius 2008 the file automatically refreshes when you view it To refresh a SWF file on load 1 Ensure that you have a Live Office enabled SWF file saved to Enterprise that has its refresh option set to Refresh on Load 2 Open InfoView and find the SWF file you want to view For more information see Viewing SWF files in InfoView on page 209 3 Op
232. nts on the canvas You can center them vertically horizontally or both Other commands on the Format menu The following commands are also available on the Format menu 56 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 4 Bring to Front Brings component to the topmost layer 44 Send to Back Sends component to the bottom layer L Bring Forward Brings component forward one layer L Send Back Sends component back one layer 2iGroup Groups selected components as a single item E Ungroup Ungroups a group of components Understanding fonts in Xcelsius 2008 The following options are available for displaying fonts in Xcelsius 2008 Device Fonts By default Xcelsius 2008 uses this option for components within a visualization This option is recommended when creating models that require the extended character set as defined by Unicode The Device Fonts option uses the SWF player to directly render the TrueType Font you select Device Fonts also let you use different fonts for different components in the same visualization However depending on the TrueType Fonts installed on the end user s machine the fonts in the visualization may not display properly e Embedded Fonts This option generates the characters from the TrueType Font you select and embeds them into the SWF file Because the font is embedded in the SWF file the font displays properly regardl
233. ny data that is currently in the spreadsheet Exporting data to Excel Select Data gt Export to export the embedded spreadsheet data as an Excel file Using the Format menu Align The Format menu provides various options for formatting the placement and layout of the components in the visualization Access to the Themes and Color Schemes dialog boxes is provided under the Format menu Note These options are also available on the Format and Themes Toolbars With the Align options you can align the boundaries of components or groups of components relative to the first component in the selection Align functions require the selection of at least two components The following Align options are available Xcelsius 2008 User Guide 55 4 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 gt IE Left amp Center I Right T Top e 4 Middle 4 Bottom Make Same Size With the Make Same Size options you can make the selected components the same width height il or size 4 relative to the first component in the selection Space Evenly With the Space Evenly options you can distribute a selection of components either horizontally Across or vertically Down so that there are even spaces between them Note To use the Space Evenly options you must have more than one component selected Center in Canvas With the Center in Canvas options you can center selected compone
234. olor Thickness Thickness controls the width of the axis Enter or adjust the value in the adjacet box to set the axis thickness Show Major Ticks Click Show Major Ticks to display horizontal tick marks where the major grid lines intersect the vertical axis Note This option does not apply to the Bar Chart component Show Minor Ticks Click Show Minor Ticks to display horizontal tick marks where the minor grid lines intersect the vertical axis Note This option does not apply to the Bar Chart component Enable Horizontal Axis Line Color Click the color selector button adjacent to Line Color to set the axis color Thickness Thickness controls the width of the axis Enter or adjust the value in the adjacent box to set the axis thickness Horizontal Gridlines Note The options in this area do not apply to the Pie Chart component The options in this area control the display of horizontal grid lines in the plot area of the Chart component The following options are available Show Major Gridlines Click Show Major Gridlines to display major horizontal grid lines in the plot area of the Chart component Major Gridlines Color Xcelsius 2008 User Guide 265 14 14 Chart Components Reference Appearance tab Click the color selector button adjacent to Show Major Gridlines to customize the color of the major gridlines e Major Gridlines Thickness Adjust the value in the Thickness box to customize the thic
235. omponent click the Display Data cell selector button and select a range of cells to display from the spreadsheet Under the Behavior tab click Deselect All The rows of the table will not be selectable To use the spreadsheet table as a selector component after setting the Display Data range set the Insert Option to rows Play Selector a gt gt gt gt The Play Selector sequentially inserts one row or column from a defined range into the Destination cells you selected You can link the Destination cells to a chart so that the chart data changes each time the play selector inserts a new row or column The Play Selector component can display a large amount of data with a movie effect which lets users view the data without clicking on each selection Note This component is not available in Xcelsius Present 94 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 6 User Guide Sample Filter The Filter component takes a range of data with fields that contain duplicate data entries and filters each field into a Combo Box so that there are only unique entries in each field The Filter component can present a large amount of data and can be used to create a selector with up to ten Combo Box fields When selections are made on the Filter component the corresponding data is inserted in the spreadsheet and can be used as source data for a chart component In this sample the quarterly Sales
236. omponents that you can use to maintain the look and feel of that particular theme Combined with Color Schemes you can use Themes to create a multitude of different looks for your visualizations Select a theme from the main toolbar dropdown or from the Format menu The Themes dialog box contains a list of available Themes and a preview of each Selecting a new Theme will apply the Theme to all existing components as well as new components Themes x Preview Windows Classic cme Note Some variations of a component type are only available when a particular Theme is applied for example half gauge is only in Graphite Changing the Theme with these unique components on the canvas will change those components to the default for that category of component However the original component type is retained and will revert back to its original form if the Theme is changed back Using Color Schemes Color Schemes formerly Styles alter the color palette of your visualization You can customize your entire visualization or only certain components You can create your own Color Schemes based on an existing scheme or combination of custom colors Color Scheme only affect the colors of components and do not affect fonts text formatting or alerts Xcelsius 2008 User Guide 59 4 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Note Color Schemes are not transferred with XLF files If the Color S
237. on Setting the scale to Zoom Out Only minimizes chart rescaling Zoom Sensitivity Xcelsius 2008 User Guide 257 14 14 Chart Components Reference Behavior tab The slider tunes the scaling behavior for the Chart component The setting determines how much an axis scale will grow as the data changes Moving the slider to the left results in the axis scale increasing by a small factor when the chart scale changes Moving the slider to the right results in the axis scale increasing by a larger factor when the chart scale changes Axis Scale Click an option on the Axis Scale list to select the format of the primary axis for the Chart component The following options are available Linear Click Linear to plot the axis values on a linear scale Values plotted on a linear scale appear at evenly spaced intervals in the chart component Logarithmic Click Logarithmic to plot the axis values on a logarithmic scale Values plotted on a logarithmic scale appear at unevenly spaced intervals in the chart component Smaller values have larger space intervals larger values have smaller space intervals Equal percentage changes are represented by equal distances Fixed Label Size Click Fixed Label Size to lock the width of the axis labels so they will not be resized if the scale changes Label Abbreviations Click the Label Abbreviations Manual Edit button to display the Label Unit Abbreviations dialog box Label Unit Abb
238. onding tab Each view can hold one or more components and works similar to the Group function during design of the visualization Components in the Tab Set can be moved added changed or deleted In the Object Browser click the plus sign next to expand the Tab Set each tab view is represented as a Canvas which can also be expanded to list the components it contains The number of tab views displayed by the Tab Set can be increased or decreased by clicking a tab label Gray plus and minus buttons will display above the first tab Clicking the plus button will open an Insert dialog box which prompts you to enter a Label for the new tab Note The plus and minus buttons do not display when the visualization is run To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open Xcelsius 2008 User Guide 87 6 Using Xcelsius 2008 Components Using the Container components the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet dat
239. onent displays an up arrow e Ifthe value of Data is less than 0 the component displays a down arrow e Ifthe value of Data is equal to 0 the component displays a neutral symbol Use the Data box to manually enter the data value for the component or click the cell selector button to select the data value from the spreadsheet Click the color selector button adjacent to an attribute to customize the color The following options for customizing colors are available e Positive Value Color You can customize the color the trend icon changes to when its data value is greater than zero e Zero Value Color You can customize the color the trend icon changes to when its data value is equal to zero e Negative Value Color You can customize the color the trend icon changes to when its data value is less than zero 358 Xcelsius 2008 User Guide Other Components Reference General tab a2 Specific to the Panel Set component Panel Titles You can use the Manual Edit button or the cell selector button to indicate what title you want to appear for each frame on the Panel If you use the Manual Edit button you can type in the title manually If you select the cell selector button you can link the title to a cell in your spreadsheet Layout Use the Layout option to select what you would like your panel to look like There are a variety of layouts to choose from Content Panels Use the Panels list to select a panel to link
240. ons let the end user modify the Scale Behavior of Chart components during run time in the visualization Xcelsius 2008 User Guide 255 14 Chart Components Reference Behavior tab Note If one or more of the Run Time Tools are enabled the run time icon appears on the chart in the visualization When the pointer passes over the run time icon the runtime menu will appear depending on the tools enabled Show Focus Button Click Show Focus Button to display the Focus Chart Data button onthe run time menu when the visualization is run Clicking on the Focus Chart Data button forces the chart to rescale the chart axes based on the current data Show Reset Scale Button Click Show Reset Scale Button to display the Reset Chart Scale button o on the run time menu when the visualization is run Clicking on the Reset Chart Scale button forces the chart to rescale the chart axes to the scale that the chart had when it first loaded Show Scale Behavior Options Click Show Scale Behavior Options to display the scale behavior buttons on the run time configuration menu Clicking on the scale behavior buttons changes the scaling behavior of the Chart component the chart axes will scale based on the new setting the next time the chart data changes The Scale Behavior Options menu has the following options available Grow Off auto O e Click Grow to set the scaling behavior to Auto Zoom Out e Click Off to set the scaling be
241. or a component Show Text selection box The Show Text selection box lists available text elements Click the adjacent checkbox to enable visibility of that element 234 Xcelsius 2008 User Guide General Properties Panel Reference Appearance tab 13 Format Selected Text The Format Selected Text area contains options for formatting the text elements in the Show Text selection box The following options apply only to the highlighted text element Format Selected Text Verdana v 18 v u Be P Number Format General v Font By default the font is set to Verdana Select a font from the dropdown list to change the font If you chose to use non embedded fonts in the visualization you can use the font box to change the font for the component For information about changing the font see Understanding fonts in Xcelsius 2008 on page 57 Size To set the font size type a number in the box or select a number from 8 to 72 from the dropdown menu Bold Click the bold button to make the text bold Italic Click the italic button to italicize the text Xcelsius 2008 User Guide 235 13 General Properties Panel Reference Appearance tab Position Offset X Underline Click the underline button to underline the text Alignment Click one of the boxes to select a text alignment option left center or right aligned Color Click the color selector button to customize the font color The Position d
242. or selector button adjacent to Show Fill to set the background fill color Show Border Click Show Border to display a border around the plot area Border Color Click the color selector button adjacent to Show Border to customize the border color Border Thickness Adjust the value in the Border Thickness box to customize the border thickness Note This option does not apply to the Pie Chart component Title Area The options in this area configure the area behind the title for the Chart component The following options are available Show Fill Click Show Fill to display a background with a solid fill color within the title area Fill Color Click the color selector button adjacent to Show Fill to set the background fill color Show Border Click Show Border to display a border around the title area Border Color Click the color selector button adjacent to Show Border to customize the border color Border Thickness 260 Xcelsius 2008 User Guide Chart Components Reference Appearance tab 14 Adjust the value in the Border Thickness box to customize the border thickness Enable Legend Select the Enable Legend box to display the chart Legend The selections in this area configure the Legend area of the selected chart The following selections are available Position Click a selection on the Position list to set the location of the Legend in the Chart component The following options are available e
243. or this sample each region is a Category and the Labels for each region are the names of the corresponding sales representatives Xcelsius 2008 User Guide 99 6 Using Xcelsius 2008 Components Using the Selector components Ts 11 12 13 14 15 16 Click the Source Data cell selector button and select the data corresponding to the Labels in the first Category For this sample the range of cells should contain the sales data for the sales representatives in the first region Repeat steps 5 7 for each Category In this sample repeat the steps for each region in the spreadsheet Click the Insertion Type dropdown menu then select Row Click the Destination cell selector button and select an empty row of cells Click the Column Chart component to open its Properties panel Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and select the range of empty cells you selected for the Destination range for the Accordion Menu component Note Do not include the first cell of the Destination range this is where the Sales Rep s name will be inserted The Values Y range should only include the cells that will contain sales data Click the Category Labels X cell selector button to select the cells in the spreadsheet that contain the chart data column headers for this sample the months of the year Click the Chart cell selector button and sele
244. orecard projects Marketing Reports and day to day reporting and presentation requirements Xcelsius 2008 does this by letting end users participate in the report creation process and analysis 36 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 system 4 How Xcelsius 2008 works There are three steps to create an Xcelsius 2008 visualization 1 Add data to the spreadsheet 2 Build the visualization 3 Publish the visualization For detailed instructions on creating visualizations see Creating and Updating Xcelsius 2008 Visualizations on page 67 How visualizations look Visualizations created with Xcelsius can have any type of standard or personalized look Visualizations are also fully compatible with Microsoft Power Point HTML and Portals Xcelsius visualizations conform to SWF file format SWF is the vector based graphics format designed to run in the Flash Player Because a SWF file is vector based its graphics are scalable and play back smoothly on any screen size and across multiple platforms Also a vector based file usually has a smaller file size than a bitmap animation Visualizations created with Xcelsius are dynamic What if scenarios let users adjust conditions on the visualization and view the results Interactive components let users alter the visualization conditions The following examples show visualizations created with Xcelsius Example 1 What if presenta
245. ormation about the Offset Y box see Offset Y on page 237 Number Format For information about the features in the Number Format area see Number Format on page 237 The following are items that may be available for color customization depending on the component you are working with Click the color selector button adjacent to the item to change its color Low Marker Color High Marker Color Track Color Background Color Up Button Down Button e Button Color e Symbol Color Xcelsius 2008 User Guide 311 Single Value Components Reference Alerts tab 17 e Pressed Button Color e Pressed Symbol Color e Play Button Color e Play Symbol Color e Marker Color e Limits Background e Needle Color e Frame Color e Center Color e Tick Color e Grip Color Alerts tab For information about the features on the Alerts tab see A erts Tab on page 241 312 Xcelsius 2008 User Guide Map Components Reference chapter 18 Map Components Reference Overview Overview This section outlines Properties panel features for Map Components The following Map components are available in all versions of Xcelsius 2008 Africa by Country e Asia by Country e Asia Pacific Large by Country e Central America by Country e European Union by Country e Europe Large by Country e Europe Small by Country e North America by Country e European countries by province e Asian countries by province e California by Coun
246. ors M Red oH Moe Sa e Green 75 p Advanced Settings o Bhe 109 en ems 2 Select a color from the palette to edit its value 3 Select a new color by clicking on the color picker or by manually entering the color values 4 You can modify the other colors individually or Xcelsius 2008 can automatically modify the other colors in the scheme to be more or less alike than the selected color To do this select Auto Match Colors and use the slider to adjust the colors 5 Select Advanced Settings to access the advanced color menu Here you can set the colors for individual elements in the visualization 6 Click Save to save the new Color Scheme 62 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Previewing the Visualization 4 7 Click OK The new color scheme is the active color scheme and will be applied to any components that are added to the visualization To apply the new color scheme select Apply to Existing Components Note Click Reset before saving the Color Scheme to revert to the originally assigned color settings Transferring Custom Color Schemes Color Schemes are transferred with XLF files When a visualization with a custom color scheme is opened the applied color palette will be displayed in the Colors toolbar icon The custom color scheme will also be applied to any components added to the visualization However the Custom color scheme will not appear in the list of available Colo
247. ots and exporting to PowerPoint or to Outlook Note Local scenarios created on one computer will not be accessible to the visualization if it has been emailed or moved to another computer How does the Local Scenario Button component work To enable users to save load and delete scenarios add a Local Scenario Button component to the visualization When running the visualization users click the Local Scenario Button component for the options Save Load and Delete After one of the three options is chosen a dialog box appears allowing the user to complete the operation Flash Player settings An unlimited number of scenarios can be saved in every visualization so long as enough local storage is allocated for the Flash Player If a user attempts to save a scenario and there is not enough local storage the Flash Player will prompt the user to allocate more If more space is allocated the scenario will be saved successfully If not the scenario will not be saved 118 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Other components 6 If a user attempts to save a scenario and local storage has been disabled the local scenario button component will ask the user to enable local storage and automatically open the Flash Player settings The scenario will not be saved until the user enables local storage and then saves the scenario The Flash Player settings can be opened by right clicking anywhere on the P
248. our logon credentials From the Authentication list select the authentication type 138 Xcelsius 2008 User Guide Exporting Xcelsius 2008 Visualizations Taking a Snapshot of your visualization If you are unsure of your logon information contact your system administrator 4 Click OK The Save As dialog box appears and displays the folder structure of the Enterprise repository 5 Select the folder that you want to export the SWF file to enter a file name and click Save The SWF file is exported to the Enterprise repository Taking a Snapshot of your visualization In Preview mode you can interact with the visualization just the same as an end user will If you find a scenario or combination of settings while in Preview mode you can take a snapshot of the visualization To access the Snapshot tool select File gt Snapshot then select one of the following export methods e Current Excel Data An Excel spreadsheet XLS with the current data values is generated Tip This can be a useful tool for diagnosing dashboards that are not performing as desired e PDF An Adobe PDF file with the current state of the components is generated e PowerPoint Slide A Microsoft PowerPoint file with one slide that contains a Flash SWF file with the current state of the components is generated e Outlook A Microsoft Outlook email that attaches the Flash SWF file with the current state of the components is generated Th
249. owing connection parameters for XML Data Connections Definition Tab e Name Enter a name for the connection e XML Data URL Type the URL for the button or use the Cell Selector button to select a cell in the embedded spreadsheet Any change to the value of this cell will update the URL button with the link to the new value Note that http is required for hyperlinks e MIME Type Select the MIME Type from the drop down menu 162 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Enable Load Select this check box to load the XML data at the URL into the Load Ranges when the connection is triggered List Box Select a range in the list box to edit the cell selection for that range Add Use the Add button to add a new range Remove Use the Remove button J to delete the highlighted range from the list Name Type a name for the selected range or use the cell selector button to link to a cell in the spreadsheet Range Use the Range cell selector select the cells from the spreadsheet Preview XML button Use the Preview XML button to see the structure of the XML that your visualization needs to receive data from the external data source Import Named Ranges Use this button to import named ranges from the spreadsheet Enable Send Select this check box to send the XML data to the URL from the Send Ranges when the button is triggered Edit the ranges that are
250. ows Xcelsius 2008 searches for the codes in the first column of the range e Ifthe data range has two rows and more than two columns Xcelsius 2008 searches for the codes in the first row of the range e Ifthe data range has two columns and two rows Xcelsius 2008 searches the first row and the first column to determine which one has the most region codes Xcelsius 2008 then uses either the first row or the first column for region codes Depending on the location of the region codes Xcelsius 2008 retrieves relevant Display Data in the following ways e Ifthe region codes are in the first column Xcelsius 2008 interprets the data to the right of the region codes as the display data e Ifthe region codes are in the first row Xcelsius 2008 interprets the data below the region codes as the display data Xcelsius 2008 User Guide 315 Map Components Reference Behavior tab 18 Insertion Type The items on the Insertion Type list determine how Xcelsius 2008 inserts data for a selected region e Rows Xcelsius 2008 inserts the relevant data into a row of empty cells e Columns Xcelsius 2008 inserts the relevant data into a column of empty cells Source Data The Source Data cell selector button lets you link the source data in the spreadsheet to the map component Destination The Destination Cell Selector button lets you select a range of empty cells in the spreadsheet for Xcelsius 2008 to insert data into When a user sel
251. ox List Box List Builder and Ticker To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open 148 Xcelsius 2008 User Guide Using Advanced Features Alerts 8 the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use 2 Place a Label Based Menu component on the canvas 3 Double click the Label Based Menu to open the Properties panel 4 Click the Labels cell selector button and select the labels for the selections in the menu for this sample select the product names 5 On the Insertion Type dropdown menu select Rows 6 Click the Source Data cell selector button and select the data corresponding to the Labels 7 Click the Destination cell selector button and select
252. panels Background Transparency Use the slider or enter a value to adjust the transparency of the Panel Set s background A value closer to 100 will display a lighter colored background This setting does not affect the content of the component Xcelsius 2008 User Guide 367 22 Other Components Reference Appearance tab Specific to the Grid component Vertical Margin Enter a value or use the up down arrows to adjust the value This setting modifies the amount of space between each column of items in the Grid component Horizontal Margin Enter a value or use the up down arrows to adjust the value This setting modifies the amount of space between each row of items in the Grid component Text tab Select the box in the Show column adjacent to each text element you want to display on the component Format Selected Text The following parameters apply to the text element that is highlighted in the Show Text selection box Font Settings For information about font settings see Text tab on page 234 e Position For information about the Position list see Position on page 236 e X Horizontal Offset For information about the Offset X box see Offset X on page 236 e Y Vertical Offset For information about the Offset Y box see Offset Y on page 237 e Number Format 368 Xcelsius 2008 User Guide Other Components Reference Alerts tab a2 For information about the features in the Number Format area see
253. pearance tab Text Tab Map Components Reference Show Text selection box Select the box in the Show column next to a text element to display that element on the component The following parameters apply to the text element that is highlighted in the Show Text selection box Color Tab Text Settings For information about text settings see Text fab on page 234 Position For information about the Position list see Position on page 236 Offset X For information about the Offset X box see Offset X on page 236 Offset Y For information about the Offset Ybox see Offset Y on page 237 Number Format For information about the features in the Number Format area see Number Format on page 237 Use the Color Selector button adjacent to each of the options listed here to change its color Default Color The default color for unselected regions and for regions which have no source data Over Color The color for regions when the mouse pointer is placed over them Selected Color 318 Xcelsius 2008 User Guide Map Components Reference Alerts tab 18 The color for selected regions e Selectable Color The color for selectable regions and for regions which have source data e Border Color The color for region borders Alerts tab For information about the features on the Alerts tab see A erts Tab on page 241 Xcelsius 2008 User Guide 319 1 8 Map Components Reference Alerts tab 320 Xcelsius 2008 User Guide
254. ponents It also features the most commonly used visualization export options Xcelsius Engage has all of the features of Xcelsius Present It offers additional components as well as additional visualization export options It is intended for users who need to connect to an external data source Xcelsius Engage Server provides all of the features of Xcelsius Engage In addition it offers integration capabilities with web portals and Reporting Services Xcelsius Engage Server is bundled with Flynet Web Services Generator It is intended for users who wish to create visualizations that are deployed in a portal environment BusinessObjects Xcelsius Enterprise provides all of the features of Xcelsius Engage In addition it offers integration capabilites with web portals and Reporting Services BusinessObjects Xcelsius Enterprise integrates with the BusinessObjects platform including Query as a Web Service QaaWS LiveOffice and Crystal Reports It is intended for users who wish to create visualizations that are deployed in a BusinessObjects Enterprise environment 18 Xcelsius 2008 User Guide Application Overview 2 Application Overview What is Xcelsius 2008 Xcelsius 2008 is a leading edge Microsoft Windows application that brings data to life Using breakthrough technology Xcelsius 2008 bridges the gap between data analysis and visual presentation empowering users of all proficiencies to create visually stunning interactive re
255. porting visualizations to 138 Crystal reports unmanaged 201 Crystal Xcelsius how it works 36 importing XLF files from previous versions 32 new features 24 supported Excel functions 372 using XML maps in 189 Crystal Xcelsius 2008 tools 40 D data comparison presentation example 39 data sources selecting 68 376 Xcelsius 2008 User Guide data sources continued updating 70 deleting components 51 dial component 107 display status sample visualization 144 drill down chart sample visualization 81 Drill Down tab chart components 252 Dynamic Visibility 239 functionality 142 sample visualization 142 E ellipse component 127 emailing visualizations 136 embedded fonts 57 Enterprise 207 exporting SWF files 207 opening XLF files 206 refreshing SWF files 210 rights 214 saving XLF files 206 viewing SWF files 209 Excel 224 frequently asked questions 224 functions supported 228 linked Excel files 228 macros 230 regional formats supported 229 Server Busy message 226 Excel files linked 228 maximum size of 229 XML maps 189 Excel functions supported 372 Export Settings 70 exporting visualizations 135 to Adobe PDF 135 to BusinessObjects Enterprise 138 to Crystal Reports Server 138 to Flash 137 to HTML 137 exporting visualizations continued to PowerPoint 134 225 to Word 136 with Outlook 136 external files 128 embedding 128 nested 129 F Filter component 89 Filter component sample visualization 95 Fish E
256. ports and applications With Xcelsius 2008 users can communicate data in a clear and powerful style that s appealing to the mind and to the eye Xcelsius 2008 is intuitive enough for beginners and versatile enough for advanced users Most importantly it makes the process of generating reports and applications fun without requiring users to learn arcane programming languages With Xcelsius 2008 simply pointing and clicking your mouse can create rich interactive presentations Your only limitation is your imagination Xcelsius 2008 offers tight integration with Microsoft Corporation s ubiquitous Office products This tight integration lets you attach your reports to Microsoft Outlook e mail messages or embed them into PowerPoint slides using just a single mouse click The Technologies That Drive Xcelsius 2008 Xcelsius 2008 combines two of the most widely used software applications in the world e Microsoft Excel e Adobe Flash Player Microsoft Excel is one of the most popular software programs today It is a member of the Microsoft Office family of products and is used daily by millions of people around the world to create reports Adobe Flash Player is widely used to view applications developed in Adobe Flash According to Adobe there are roughly 516 million computers with the Flash Player as of March 2003 With these figures it is almost a certainty that your personal computers at home and at the office already have Mic
257. preadsheet that will provide data for the Query as a Web Service Connection to read from Output Values Select a node from the tree to bind the node to the spreadsheet Selecting a node enables the Output Value selection icon Insert In Select a destination cell for the Output Values 158 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Usage Tab See Usage Tab on page 191 for Data Manager Usage Tab options Configuring Web Service Connections Definition Usage Name Connection 9 WSDL URL v Method yv Web Service URL w Input Yalues Output Yalues Read From Insert In Add or edit the following connection parameters for Web Service Connections Definition Tab Name Type a name for the connection WSDL URL Type the URL for the WSDL that you would like to bind the connection to or select from the dropdown Import button Click on the Import button to bind the connection to the WSDL that was entered into the WSDL URL text box Method Xcelsius 2008 User Guide 159 9 Using Advanced Features in Xcelsius Engage Using the Data Manager Select the method that you would like to bind the Web Service Connection to Web Service URL field Enter the URL for the Web Service or click the cell selector to select a cell in the spreadsheet Input Values Select a node from the tree to bind the node to the spreadsheet Select
258. properly Xcelsius 2008 User Guide 135 Exporting Xcelsius 2008 Visualizations Emailing your visualization with Outlook ri Emailing your visualization with Outlook Once your visualization is complete you can export it using Microsoft Outlook To email an Xcelsius 2008 visualization with Outlook 1 Create an Xcelsius 2008 visualization 2 Select File gt Export then select Outlook or click the Export to Outlook button 4 in the toolbar Xcelsius 2008 generates a SWF file Outlook launches a new email message window and the SWF file is attached to a new email You can then customize and send the email Exporting your visualization to Word When your visualization is complete you can export it to a Microsoft Word document The visualization in the Microsoft Word document is dynamic and interactive To export an Xcelsius 2008 visualization to Word 1 Create an Xcelsius 2008 visualization 2 Select File gt Export then select Word or click the Export to Word button r in the toolbar The Save As dialog box appears 3 Enter a name for the Word document and click Save Xcelsius 2008 generates a Word document and embeds a SWF of your visualization in the document Note If your visualization in Word is static on the Microsoft Word Control toolbar click the Exit Design Mode button Za 136 Xcelsius 2008 User Guide Exporting Xcelsius 2008 Visualizations Exporting your visualization to Flash 7 Export
259. r You can customize the color of the arrows in the scroll buttons Note These options are not available for the Input Text component 336 Xcelsius 2008 User Guide Text Components Reference Appearance tab Specific to Label Numeric Format For more information about the Numeric Format list see Number Format on page 237 Background Use the following options to configure the appearance of the label background and borders Draw Border On Use this option to specify which sides of the border are currently being adjusted by the Show Border and Border Thickness options The four sides of the label border Top Bottom Left and Right can be adjusted independently by selecting the appropriate side All four sides can be adjusted simultaneously by selecting All Sides Show Border Select Show Border to display a border on the label at the side specified by the Border list To customize the border color click the adjacent color selector button Border Thickness For information about the Border Thickess box see Thickness on page 234 Show Fill Select the Show Fill check box to display a colored background behind the label To customize the fill color click the adjacent color selector button Xcelsius 2008 User Guide 337 20 Text Components Reference Appearance tab 20 338 Xcelsius 2008 User Guide Web Connectivity Components Reference chapter 2 Web Connectivity Components Reference
260. r Deploying Xcelsius 2008 Visualizations to Microsoft Sharepoint 10 198 Xcelsius 2008 User Guide Using Advanced Features 4 in BusinessObjects Xcelsius Enterprise chapter Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 Business Objects Platform Integration Overview BusinessObjects Xcelsius Enterprise enables you to create interactive presentations from managed Enterprise data Using the LiveOffice connections in BusinessObjects Xcelsius Enterprise and the Live Office Web Services in BusinessObjects Enterprise XI Release 2 XI R2 or Crystal Reports Server XI R2 you can create and refresh visualizations against managed Enterprise data This chapter discusses how to use Excel spreadsheets built with LiveOffice as data sources for Xcelsius 2008 files It also discusses how to manage Xcelsius 2008 XLF files and SWF files in BusinessObjects Enterprise or Crystal Reports Server Note e The functionality discussed in this chapter is only supported in BusinessObjects Enterprise XI R2 and Crystal Reports Server XI R2 Single Sign on is not supported in this release e This document assumes working knowledge of LiveOffice and BusinessObjects Enterprise or Crystal Reports Server Terms used in this document There are terms used in this document that you may not be familiar with Look at this list to see what these terms refer to e XLF This is a
261. r Schemes To add the transferred color scheme to the host machine follow the steps for Creating a Custom Color Scheme on page 62 Previewing the Visualization With Xcelsius 2008 you can test run your visualization as many times as you need It lets you experiment with various combinations of components colors and layouts to make sure your visualization functions according to your specifications Select File gt Preview or use the Preview button I to toggle between the design view and Preview You can also select File gt Export gt Preview to view the visualization in your default web browser In Preview you can interact with the visualization as you would when it is published Xcelsius 2008 User Guide 63 Getting to Know Xcelsius 2008 Viewing sample Xcelsius 2008 visualizations 4 Viewing sample Xcelsius 2008 visualizations The sample visualizations included with Xcelsius 2008 show how some of the components and functions work Note Samples include their own embedded spreadsheet data Opening a sample will overwrite any data already in the embedded spreadsheet The following User Guide Samples are included with Xcelsius 2008 Samples in bold have step by step instructions in this User Guide e Accordion Menu e Alerts Charts e Alerts Selectors Alerts Single Values e Calendar e Check Box e Connection Refresh XML Data Connection Drill Down Chart e Dual Axis Chart lt Dynamic Sel
262. r displaying long lines of text within a narrow text area On Select this option to attach a horizontal scroll bar to the text area This scroll bar will always be shown Off Select this option when a horizontal scroll bar is unnecessary or not preferred Auto Select this option to attach a horizontal scroll bar to the text area This scroll bar will automatically hide itself when the length of each line fits within the width of the text area Note This option is not available for the Input Text component Vertical Scroll Bar This section lets you define the behavior of the vertical scroll bar A vertical scroll bar can be used to quickly navigate vertically through text and is useful for displaying several lines of text within a short text area On Select this option when a vertical scroll bar is unnecessary or not preferred Off Select this option to attach a vertical scroll bar to the text area This scroll bar will automatically hide itself when the height of all the lines of text fit within the height of the text area Auto 334 Xcelsius 2008 User Guide Text Components Reference Appearance tab 20 Select this option to attach a vertical scroll bar to the text area The scroll bar will automatically hide itself when the height of all the lines of text fit within the height of the text area Note This option is not available for the Input Text component Dynamic Visibility For information about dyn
263. r for the component Choose from the following e Open The user can set the grid items to any value that does not conflict with the Scale Minimum Limit Xcelsius 2008 User Guide 363 Other Components Reference Behavior tab 22 e Fixed The user cannot set the grid items to values greater than the Scale Maximum Limit Interaction Enable Interaction Check Enable Interaction to enable runtime manipulation of the values in the grid Note Regardless of this option input is disabled for all grid items linked to cells with formulas Mouse Sensitivity Use this setting to determine how sensitive the value of the component is to pointer movements Higher sensitivity settings are beneficial when the value of the component needs to span a large range while lower settings permit more granular manipulation of the value Scroll Behavior Use the Scroll Behavior options to specify how users will adjust the values of the component e Auto The value of the cells will be controlled by dragging and holding the pointer above or below the cell The value will automatically and continually be adjusted as long as the mouse button remains down If the pointer is above the cell the value increases If the pointer is below the cell the value decreases The farther away the pointer is from the value display the faster the value will change e Manual The value of the cells will be controlled by manually dragging the pointer When t
264. r series to the list box Inthe Name box type Trend Click the Values Y cell selector button and select the Source Data for this series for this sample select the empty cells under the column header Analyzed Trend Data Click the Category Labels X cell selector button and select the data labels for this sample select the data under the column header Date Click the Appearance tab click the Series sub tab For the series Price click the Type dropdown menu and select Column For the series Trend click the Type dropdown menu and select Line Place a Trend Analyzer component on the canvas Click the Trend Analyzer to open its Properties panel Click the Data cell selector button and select the data to be analyzed for trending for this sample select the data under the column header Price In the Trend Regression Type section click the Use Best Fit radio button Click the Analyzed Data Destination cell selector button and select an empty range of cells for the new data series to be inserted into for this sample select the empty cells under the column header Analyzed Trend Data Click Preview to view the between the Combination Chart component displayed with a trend line In this sample the Trend Analyzer component analyzes the selected data and determines a the best way to display a trend line for the data 126 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Art and Background components 6
265. r this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Combination Chart component on the canvas Double click the Combination Chart to open the Properties panel In the Chart box type Stock Price vs Volume In the Category X Axis box type Week Ending In the Value Y Axis box type Price Click Data by Series click the plus button to add a series to the list box In the Name box type Closing Price Click the Values Y cell selector button and select the Source Data for this series for this sample select the data under the column header Closing Price 10 Under Plot Series On click the Primary Axis radio button 11 Click the plus button to add another series to the list box 12 In the Name box type Volume 13 Click the Values Y cell selector button and select the Source Data for this series for this sample select the data under the column header Volume 14 Under Plot Series On click the Secondary Axis radio button 15 Click the Category Labels X cell selector button and select the data labels for this sample select the data under the column header Date 16 Click the Appearance tab click the Series sub tab 17 For the series Closing Price click the Type dropdown menu and select Colum
266. rack Insertion Options Data Destination Use the cell selector button to specify the cell s that the history data will be inserted into Note The number of cells in the Data Destination range will determine the number of data changes retained by the component Once the limit is reached the oldest data change will drop off If the range is a single column with multiple rows the newest data is inserted in the bottom cell bumping older data up one row If the range is a single row with multiple columns the newest data is inserted in the right most cell bumping older data left one column If the range has multiple rows and multiple columns the newest data will be inserted in the right most column s bottom cell older data is then bumped left to the limit of the range and then up one row to the right most column in a zigzag pattern Select the freqency of the cell tracking e When Value Changes The cell history will be recorded each time the value in the cell changes 360 Xcelsius 2008 User Guide Other Components Reference Behavior tab a2 e On Interval The cell history will be recorded at scheduled intervals Enter the interval duration in the Duration seconds box Specific to the Source Data component Insertion Type Select the Insertion Type from the dropdown list e Value Select this option to have the selected item s value inserted in the target cell e Row Select this option to have the selected ite
267. rces linked to the components In this step you assign one or more cells from your embedded spreadsheet to one or more Xcelsius 2008 components User Guide Sample Slider This model uses a Column Chart to show Car Sales by Location and a Horizontal Slider to create a simple what if scenario that shows the impact of selling N number of additional cars Adjusting the slider will cause the sales to increase or decrease which is visualized in the column chart 68 Xcelsius 2008 User Guide Creating and Updating Xcelsius 2008 Visualizations Creating a visualization E To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the below step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization Note The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples Selecting the data source for the components Pl
268. re displayed Background Select this to display the alert colors in the background of the component Value Select this to display the alert color on the value Marker Select this to display the alert color on the marker Note The Alert Location area is only available for some single value components Xcelsius 2008 User Guide 245 1 3 General Properties Panel Reference Alerts Tab 246 Xcelsius 2008 User Guide Chart Components Reference chapter Chart Components Reference Overview 14 Overview This section discusses the Properties panel features for Chart components This section discusses the Properties panel features for Chart components The following Chart components are available in all versions of Xcelsius 2008 e Pie Chart OHLC Chart e Candlestick Chart e Column Chart e Stacked Column Chart e Bar Chart e Stacked Bar Chart e Combination Chart e Bubble Chart e XY Chart e Area Chart e Stacked Area Chart e Radar Chart e Filled Radar Chart e Tree Map For more information about Chart components see Using the Chart components on page 74 General tab Titles The options in this area set the various titles for the selected chart component Chart Type in the text box or click the adjacent cell selector button to set the title for the chart 248 Xcelsius 2008 User Guide Data Chart Components Reference General tab Subtitle Type in the text box or click the adjacent c
269. reviations dialog Edit the unit abbreviations that appear on the axes labels 258 Xcelsius 2008 User Guide Chart Components Reference Appearance tab 14 Animations and Effects tab Chart Animation Enabled Click Enable Data Animation to add animation to the chart components when the visualization is run In chart components with bars the bars grow and shrink when the data changes and the visualization is run In point based chart components the points grow to full size when the visualization is run Note This option does not apply to Tree Map component Entry Effect For information about Entry Effects see Animations and Effects tab on page 240 Appearance tab Layout tab Chart Area The options in this area configure the background and border appearance for the Chart component The following options are available e Show Chart Background Click Show Chart Background to display a background behind the Chart component e Margin Enter or adjust the value in the Margin box to control the amount of space between the perimiter of the plot area and the perimiter of the chart border Plot Area The options in this area configure the plot area for the Chart component The following options are available Xcelsius 2008 User Guide 259 14 Chart Components Reference Appearance tab Show Fill Click Show Fill to display a background with a solid fill color within the plot area Fill Color Click the col
270. review or exported visualization Note Setting the Local Storage amount of the Flash Player below what is currently used or disabling local storage by checking the Never box will erase all saved scenarios on the computer This includes scenarios created in all other visualizations The Flash Player will warn the user before allowing the scenarios to be erased Loading a saved scenario should restore the visualization to almost the same state it was in when it was saved There are a few exceptions primarily cosmetic changes which don t directly affect the data visualization The states of external and nested SWF files are also not restored when a scenario is loaded User Guide Sample Calendar component The Calendar component is a selector that lets you incorporate date selection into your visualizations This sample shows the daily sales for different branches in a Bar Chart based on the date selected on the Calendar component The Calendar lets the user scroll through either any year and month or a fixed date range by setting a starting and ending year and month The Calendar has two Insertion Types Date and Day The Date function inserts the selected date formatted in the Excel universal date format The Day function inserts the numeric value for the selected date day month and or year To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items
271. ropdown menu lets you specify the position of text Depending on the component that you are working with some of the Position items below may not be available e Top Center e Top Left e Top Right Left e Right e Center Bottom Left e Bottom Center Bottom Right The Offset X formerly Horizontal Offset box lets you shift text horizontally relative to the position you specified in the Position list To enter the Offset X value type a numerical value in the box or use the up and down arrows adjacent to the Offset X box Negative values shift the title left positive values shift the title right 236 Xcelsius 2008 User Guide Offset Y General Properties Panel Reference Appearance tab The Offset Y formerly Vertical Offset box lets you shift text vertically relative to the position you specified in the Position list To enter the Offset Y value type a numerical value in the box or use the up and down arrows adjacent to the Offset Y box Negative values shift the title downward positive values shift the title upward Number Format General Numeric Number Format lets you apply predefined formats to numerical data displayed in the visualization Some of the formats on the Number Format list provide more options for customizing the appearance of numerical data The General format displays numeric data as it appears This format has no additional options for customization The Numeric format provides the follo
272. roperties panels for components either alone or in a group are opened using one of the following methods e Click the icon or label Note Slowly double clicking the label will enable the Rename function instead of Properties e Select the component and press ALT ENTER e Right click the component and click Properties Properties panels for a group are opened separately from the Properties panels of individual components within the group e Right click the group label or icon and click Properties e Select the group and press ALT ENTER Note Do not double click a group to open its Properties panel unlike individual components double clicking on a group entry expands or collapses that group within the tree Once the Properties panel is opened for one component you can navigate to the Properties panel of another component or group by clicking on the entry in the Object Browser Xcelsius 2008 User Guide 51 4 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Renaming components Each component is assigned a default browsing name when placed on the canvas This is the name that appears in the title bar of the Properties panel and in the entry in the Object Browser You can override these default names to enter your own Double click slowly on the component name in the Object Browser to enable label edit mode Type in a name and press ENTER or click on another component Using the Embedded Spreadsheet
273. rosoft Excel and Adobe Flash Player installed The synergy derived by integrating these two widely deployed applications allows Xcelsius 2008 to leverage years of sophisticated 20 Xcelsius 2008 User Guide Application Overview 2 programming and proven IT and business technologies The result is a winning combination that raises the standard in terms of power and usability What Skills Does a User Need Xcelsius 2008 is uniquely designed to be easy and enjoyable to use Since its underlying technology is Microsoft Excel the only skills a user needs to create striking visual effects in their reports is a basic understanding of how Excel works No additional training is required Xcelsius 2008 User Guide 21 2 Application Overview 22 Xcelsius 2008 User Guide What s New in Xcelsius 2008 lt chapter 3 What s New in Xcelsius 2008 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 Embedded Spreadsheet Xcelsius 2008 now provides an embedded spreadsheet which is a fully functional Excel workbook incorporated into Xcelsius 2008 The Embedded spreadsheet allows you to create edit and manipulate model data directly in your Xcelsius 2008 file without the need to import or re import Excel spreadsheets New Components Xcelsius 2008 now provides the following new components e Tree Maps Tree Maps are visualizations that display hierarchical data in a small area In Xcelsius 2008 Tree Maps have two par
274. s In the dialog box type the values directly into the cells to enter new text values or overwrite the default values If you have not reached the maximum number of values for the list you can add a new text value by typing the new text value and clicking Add When you are finished adding or editing click OK to close the dialog box and return to the Properties panel Information button The Information button provides information about how a feature on the Properties panel works When you click the Information button a new window opens and an animated movie guides you through the way a feature works You can go to different pages in the movie and click play or pause to find Xcelsius 2008 User Guide 233 General Properties Panel Reference Appearance tab the information you need When you are finished close the window to return to the Properties panel Appearance tab The areas described in this section are common to most components and always contain the same features Layout tab Thickness The Thickness box determines how thick a line is You can enter a value from 1 to 100 with 1 being the thinnest line and 100 being the thickest line Transparency The Transparency box lets you set the transparency value for the component You can drag the slider or enter a value from 0 to 100 with 100 being completely transparent and 0 being completely solid Text tab The Text tab lets you customize text elements f
275. s 2008 User Guide Exporting Xcelsius 2008 lt Visualizations ri Exporting Xcelsius 2008 Visualizations Overview Overview This section provides information on exporting your Xcelsius 2008 visualizations All versions of Xcelsius 2008 provide the following export options e PowerPoint e PDF e Outlook e Word In addition to the above Xcelsius Engage versions also have the following options e Adobe Flash SWF e HTML In addition to all of the above options BusinessObjects Xcelsius Enterprise also has the following option e Export to Business Objects Platform This option provides the ability to export to either BusinessObjects Enterprise or Crystal Reports Server Exporting your visualization to PowerPoint Once your visualization is complete you can export it as a PowerPoint slide You can then modify the slide using Microsoft PowerPoint To export an Xcelsius 2008 visualization to PowerPoint 1 Create an Xcelsius 2008 visualization 2 Select File gt Export then select PowerPoint Slide or click the Export to PowerPoint button 3 in the toolbar 134 Xcelsius 2008 User Guide Exporting Xcelsius 2008 Visualizations Exporting your visualization to Adobe PDF 7 The Save As dialog box appears 3 Enter a name for the PPT file and click Save Xcelsius 2008 generates the PowerPoint PPT file and a SWF file with the same name The generated PowerPoint file is automatically opened and the
276. s data with each region in the map by using region keys Each region in the map has a default region key and you can enter your own region keys When a region on the map is selected the component searches either the first column or first row of that range s key The data in the row or column corresponding with the key will be associated with the region By default the USA maps use postal abbreviations as region keys the Europe map uses the ISO or International Organization for Standardization two digit country codes as region keys To use the map components with existing spreadsheets you can edit the region keys associated with each region by clicking the Manual Edit button to type the new keys or by clicking the Region Key cell selector button to select the row or column containing the new keysby editing the region names Note In the spreadsheet you must enter the region keys and data in adjacent cells for both Display Data and Source Data Tip Xcelsius 2008 provides a spreadsheet that lists the default region codes for each map component The file is located in the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples Xcelsius 2008 User Guide 111 Using Xcelsius 2008 Components Using the Map components 6 User Guide Sample Map In this sample the USA map acts as a selector The Map will display Revenue data for the state when the pointer passes over or clicks on it The histori
277. s html Xcelsius 2008 User Guide 179 Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Configuring Portal Data Definition Connection Type None v j Parameters Ranges Name 5 Range 4 Type The Portal Data Connection includes three connection types e None Parameter e Consumer e Provider These connections are added to a visualization that needs to have parameters defined or that needs to pass or receive data from another web part Portal without connection Portal without visualization allows visualization designers to define parameters that they want the user to customize from within a portal Different users may want to see the data in different ways 180 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 There are three important selections selections in the Parameter section e Name Name is user defined and will be displayed for the visualization in the property dialog box in Sharepoint Name is required or the parameter will not be listed as a parameter in Sharepoint Type a name or use the cell selector button to link to a cell in the spreadsheet e Range Range is the area in the spreadsheet where the parameters are set Select the range by using the cell selector button to link to a range in the spreadsheet Type Type sets the type of parameter The parameter can be Text Number Check Box Date or List Box e Te
278. s must be emailed or moved with the folder Xcelsius 2008 created with the same name In certain cases you may not want to use local copies of images but rather load an image from a specified URL at runtime Nested external files Xcelsius 2008 lets you use external SWF files in your visualizations These SWF files may in turn have external assets such as other SWF files images or XML files The external assets used by the SWF that are referenced with relative paths must be available from the location of the host visualization Xcelsius 2008 User Guide 129 6 Using Xcelsius 2008 Components Using the Web Connectivity components For example if you have a SWF file located at z file swf which loads an external image at z images mylmage jpg and you use the SWF file within your visualization at c visualization xlf the SWF file will attempt to load an image at c images mylmage jpg which is the location of the visualization In the following example you can insert a corporate logo into your visualization To create an Xcelsius 2008 visualization with an image component i Double click the image component to open the Properties panel Click Import Navigate to and select the JPEG or SWF file Click Open Select Embed File to have a copy of the image stored in the visualization aoa kh WON Place an Image component on the canvas Your logo is imported into the visualization at its default size You can
279. sObjects Xcelsius Enterprise Business Objects Platform Integration 11 Where webservice represents the name of your web service and port represents the port number that the web server communicates on This setting overrides the setting that is in Xcelsius 2008 To update the web xml file for Java InfoView 1 Locate web xml by going to C Program Files Business Objects web server webapps busines sobjects enterprisell5 desktoplaunch WEB INF web xml Where web server is the name of your web server 2 Open web xml in a text editor such as Notepad 3 Search for the following text at the end of file lt context param gt lt param name gt crystalXcelsius 2008 webconnectorurl lt param name gt 4 When you find this text add the following text below it lt param value gt http webservice port dswsbobje services ses sion lt param value gt Where webservice represents the name of your web service and port represents the port number that the web server communicates on This setting overrides the setting that is in Xcelsius 2008 Launching an InfoView document from Xcelsius 2008 Xcelsius visualizations stored in InfoView can be configured to open reports or other documents that are also in InfoView This is accomplished by adding the OpenDocument API Application Programming Interface to the URL that is used to call the document The OpenDocument API was created by Business Objects to provide a standard way of opening do
280. sandiego craigsiist org sss index rss Xcelsius 2008 supports the XML functionality that was introduced in Excel 2003 Excel supports the ability to embed XML documents and schemas into a spreadsheet These files can be imported in Xcelsius 2008 the Xcelsius 2008 SWF files will retain the link to the XML source generated Note Data that has been mapped using the Excel mapping functionality can be manually refreshed by using a Connection Refresh button in your visualization Xcelsius 2008 User Guide 189 9 Using Advanced Features in Xcelsius Engage Using the Data Manager Note If a Dynamic URL is used with the XML Map feature and an interval refresh it must be bound to an Excel cell that contains a formula Building the visualization After the Excel file has been set up the next step is to build your visualization and configure the XML Map Options For information on setting up the Excel file with an XML map refer to the on line help in Microsoft Excel Name The Name field displays the name of the XML Map This field cannot be updated XML Data URL The XML Data URL provides the URL of the data s external location The location can be edited by typing or using the cell selector button to select a cell with the new URL Sample visualization Excel spreadsheet with an XML map This sample creates a visualization that lists stock market quotes for several companies based on data in an XML file After the
281. se of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use Place a Tree Map component on the canvas Double click the Tree Map component to open Properties panel Click Data By Series click the plus button to add a series to the list box Click the Display Labels cell selector button and select the Labels for the items to be represented in the Tree Map ak WO ND For this sample select the product names 6 Click the Values Size cell selector button and select the data that will determine the size of the blocks within the Tree Map For this sample select the price data 7 Click the Values Color Intensity cell selector button and select the data that will determine the color intensity of the blocks within the Tree Map For this sample select the market share data 8 Click Preview to view how the Tree Map displays data 106 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Single Value components 6 In this sample if the user were looking for the weakest product in this group Product A would
282. selector button to select a label from the spreadsheet Note This option is only available for the Canvas sub component Xcelsius 2008 User Guide 273 15 Behavior tab Container Components Reference Behavior tab The settings on the Behavior tab let you customize how the component will behave when the visualization is run Common tab Scroll Bar options Horizontal Scroll Bar Click the drop down menu to select one of the following options for displaying the horizontal scroll bar e Off e On e Auto default Vertical Scroll Bar Click the drop down menu to select one of the following options for displaying the vertical scroll bar Off e On e Auto default Note This setting is not available for the Tab Set component Selected Item Click the Item drop down menu to select the default Tab that will be loaded when the visualization is run Note This setting is only available for the Tab Set component Dynamic Visibility For information on the options available in the Dynamic Visibility area see Dynamic Visibility on page 239 Note This setting is not available for the Canvas sub component 274 Xcelsius 2008 User Guide Container Components Reference Appearance tab 15 Animations and Effects tab For information about the features in the Animations and Effects tab see Animations and Effects tab on page 240 Appearance tab The features on the Appearance tab let you customize the
283. ser Guide What s New in Xcelsius 2008 B Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 A selector component can be bound to a Source Data range of multiple rows with duplicate labels when a label is selected the component will filter the range to insert only the rows corresponding to that label Dynamic Selected Item In list based selectors the labels can by changed dynamically through another component in the model Trigger Key Trigger keys are bound to variable cells and are set to fire when the cell value matches a target value Trigger keys are used to trigger data connections and are also available in the URL Button and Connection Refresh Button Dual Axis Charts Xcelsius 2008 now has the ability to plot series data on both a primary and a secondary axis This is available for the following charts Line Bar Stacked Bar Column Stacked Column Area Stacked Area and Combination Chart New Functions Xcelsius 2008 now provides the following new functions Copy paste components across XLF files Once you have set up a component in an XLF you can reuse the component by copying and pasting it into other XLFs The component will attempt to retain the same binding references and appearance Printing Visualizations can now be printed during Preview mode or from the exported SWF New Functions in Xcelsius Engage versions In addition to the functions in Xcelsius 2008 Xcelsius Engage provides the follow
284. sius 2008 will detect that the XLF is an older visualization and warn you that it is going to import the visualization into Xcelsius 2008 and that this may result in certain features not functioning Note After you import and save your visualization with Xcelsius 2008 the visualization cannot be opened using an earlier version of Xcelsius Xcelsius 2008 minimizes the impact of migrating visualizations from Xcelsius 4 5 However it is possible that some of your visualizations or more specifically some components will look slightly different from the original file The following are some of the most frequently encountered changes e The size of some components is different In most cases the size difference is a matter of a few pixels 32 Xcelsius 2008 User Guide What s New in Xcelsius 2008 B Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 e Due to art improvements some custom colors appear to be slightly different e The Spreadsheet Table component differs in size and formatting In the event of formatting differences in your components bring up the Properties panel for the component and re bind any properties that are tied to the cells in the spreadsheet Xcelsius 2008 User Guide 33 3 What s New in Xcelsius 2008 Importing a Crystal Xcelsius 4 5 file into Xcelsius 2008 34 Xcelsius 2008 User Guide Getting to Know Xcelsius 4 2008 chapter 4 Getting to Know Xcelsius 2008 Overview Overvie
285. sualization is exported all of the non embedded external files used in the visualization are written out to a folder with the same name and location as the exported visualization The visualization will load the external files from this folder The visualization and folder must exist in the same directory for the external files to be loaded correctly The decision to embed the file will depend on your specific needs The main advantages for embedding files are as follows e Embedded files let you distribute your entire visualization in a single file e Dynamic Visibility is faster as reloading is not necessary e Embedded files maintain their state when hidden with Dynamic Visibility The main advantages for not embedding files as follows e Possible runtime performance increases since the external files are unloaded when they are hidden with Dynamic Visibility e Shorter load times for the application since external files are loaded only when necessary e The visualization does not need to be re exported if external file changes Regardless of which option you choose Xcelsius 2008 stores a local copy of the file internally in the XLF file The original file is no longer accessed or used in the visualization An XLF file with embedded content can be moved or emailed and the contents of the file will travel with it XLF files with non embedded content will need to be updated if external files are moved or the XLF is moved These XLF file
286. t Click Data by Series click the plus button to add a series to the list box Click the Values Y cell selector button and starting with the first cell to the left of the cell selected in Step 9 select the remainder of the range of empty cells you selected for the Destination range Click the Category Labels X cell selector button to select the cells in the spreadsheet that contain the column headers of the Source Data for this sample the fiscal years Click the Preview button to view the interaction between the Map and Column Chart components The historic revenue data in the Column Chart updates according to the State selected by the user Using the Text components This category contains components for placing labels and typing text into your visualization Xcelsius 2008 User Guide 113 Using Xcelsius 2008 Components Using the Other components 6 For more information about Text components see Text Components Reference on page 329 Text components let you customize your visualization e Input Text Area The Input Text Area lets users input multiple lines of text into the visualization e Label ABC The Label component lets you add an unlimited amount of text to enhance your visualizations You can use the Label component to create titles subtitles explanations help and more Label text cannot be changed by the user e Input Text The Input Text component lets users input text into the visualization
287. t Area components Check this box to enable the use of HTML code for text formatting 330 Xcelsius 2008 User Guide Text Components Reference General tab 20 Data Insertion Insert Data on Load This option applies only to Input Text and Input Text Area components Select the Insert Data on Load check box to insert the default text into the Destination cell once the generated application is loaded Destination This option applies only to Input Text and Input Text Area components Use the cell selector button to select the spreadsheet cell into which the text will be inserted Specific to Label Use Spreadsheet Formatting Check this box to display the label with the formatting that has been applied in the spreadsheet Xcelsius 2008 User Guide 331 20 Text Components Reference Behavior tab Behavior tab Common tab Input Options Enable Password Protection Select the Enable Password Protection check box to display typed characters as asterisks This feature can be used to prevent passwords or other sensitive information from being displayed on screen Note This option is only available for the Input Text component Maximum Number of Characters When the Maximum Number of Characters check box is enabled this value sets the maximum number of characters that a user can enter into the label Enter the desired value in the text box or use the up down arrows to adjust the maximum number of characters
288. t List 1 Click the down arrow on the Xcelsius 2008 Sharepoint Connector then click Modify Shared Web Part Click the down arrow on the web part then click Connections If Connections is unavailable the visualization was not configured to connect to another web part If Connections is available after you click it you will see options such as Consume Row Send Value Get Value and Send list This means that the visualization is configured to either send information to another web part Provider or receive information from another web part Consumer These options are discussed in more detail in the Sharepoint Consumer and Sharepoint Provider component sections of this chapter If a visualization has been configured to receive a value from another visualization add both visualizations to the page Click the down arrow on the web part then click Connections Click Get value from and select the other Xcelsius 2008 Sharepoint Web Part The two visualizations are now connected These connections can be configured in many ways to allow for What If analysis drilling down to more detailed data or to allow a user interaction in one visualization to affect other visualizations Note Xcelsius 2008 visualizations support consumer and provider connections but are limited to either a single consumer connection or a single provider connection Xcelsius 2008 User Guide 197 Using Advanced Features in Xcelsius Engage Serve
289. t see the browser in your workspace it may be minimized at the perimeter of the Xcelsius window Using the Components Browser The Components Browser shows the available components that can be added to your model 40 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 The window contains three views e Category View e Tree View e List View Category View The components are grouped in a sliding accordion menu according to their functionality Category Tree List Favorites Line Chart Pie Chart Containers Selectors Single Value Maps Text Other Art and Backgrounds Web Connectivity You can navigate to a component in the Category view of the Components Browser by clicking on a category title or dragging the scrollbar until you reach the desired category e Favorites Xcelsius 2008 User Guide 41 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 e Charts e Containers available only in Xcelsius Engage 2008 e Selectors e Single Value e Maps e Text e Other e Art amp Backgrounds e Web Connectivity Note To add a component to Favorites navigate to the component in the Category view right click on its icon and select Add To Favorites To delete the component right click the icon in the Favorites category and select Remove From Favorites List View In the List View the components are organized alphab
290. t true Debug true vali dateRequest false gt lt Import Namespace System Data gt lt Import Namespace System Data SqlClient gt lt Get XML that was send from SWF file Dim sXMLString dim item as String For Each item In Request Form Response Write item amp amp Request Form item amp VbCrLf sXMLString sXMLString amp item amp amp Request Form item ext Load XML into object Dim oXML as Object Dim oNodeList as Object Dim oNode as Object oXML Server CreateObject MSXML2 DOMDocument oXML async False oXML validateOnParse False Response Write sxMLString esponse Write oXML loadXML sXMLString L loadXML sXMLString 0 x D I Use XPath to get the data dim sPath as String sPath data variable row column oNodeList oXML documentElement selectNodes sPath Store data in an array dim i aVals 3 i 0 For Each oNode in oNodeList With oNode Just write the xml for that node to show you Response Write text lt br gt aVals i text i i 1 End With Next Xcelsius 2008 User Guide 173 9 Using Advanced Features in Xcelsius Engage Using the Data Manager Insert data into database Dim sSQL as String String variable for building our query Dim oCon as Object dim oCmd as Object dim sConnect as String Define insert statement sSQL INSERT INTO ComdexPoll Booth Staff Demos Buy VALUES amp aVals 0 amp
291. ters all apply to the series name that is highlighted in the Series box Click a series in the list box to edit the data for that series Add Click the add button to add a new series to the chart Remove Click the remove button LJ to remove a series from the chart Move up Click the directional arrow L to move a series higher in the Series box Move down Click the directional arrow J to move a series lower in the Series box Name Type in the Name box or click the adjacent cell selector button to set the name of the selected series Values Click the cell selector button adjacent to the Values box to select the X or Y data points for the selected series Values Sizes Click the cell selector button adjacent to the Sizes box to set the size value for the selected series 250 Xcelsius 2008 User Guide Chart Components Reference General tab 14 Note This option applies only to the Bubble Chart and Tree Map components Values Color Intensity Click the cell selector button adjacent to the Color Intensity box to set the size value for the selected series Note This option applies only to the Tree Map component Plot Series On If a chart has more than one series of data you can choose the axis that each series is plotted on e Primary Axis Select this option to plot the series on the Primary Axis e Secondary Axis Select this option to plot the series on the Secondary Axis Note This option
292. the release of Crystal Reports 2008 it is now possible to embed an Xcelsius generated SWF file into a Crystal Report and have the SWF 208 Xcelsius 2008 User Guide Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 consume data from that report When set up properly refreshing the data in your Crystal Report will update the embedded SWF To configure your Xcelsius SWF to consume data from its Crystal Rport source data you must open the Data Manager in Xcelsius and add a new Crystal Report Data Consumer connection After adding the connection bind the following ranges to your spreadsheet e Row Headers e Column Headers Data The components in your visualization should be bound to the aforementioned ranges Next you will export your visualization to Adobe SWF Using Crystal Reports 2008 embed the SWF file into the Crystal Report source data file When designing your Crystal Report you will determine what fields data populate the Row Headers Comumn Headers and Data ranges that were designated in your Xcelsius SWF When set up properly refereshing your Crystal Report will also refresh the data being sent to and consumed by the embedded SWF See the Crystal Reports 2008 User Guide for more information on working with Crystal Reports Viewing SWF files in InfoView The process for viewing a SWF file in InfoView is the same as the process for viewing other file types in B
293. this action is not read as an event by Excel and as such does not prompt Xcelsius to update You will not see any component bound to the sorted data update with the new data order The new sort will be reflected in Preview mode or the exported visualization An update can also be forced by rebinding the range in the component and Exporting data Xcelsius 2008 uses an embedded Excel based spreadsheet as its data source This provides the ability to copy and paste data between the Xcelsius 2008 embedded spreadsheet and an Excel spreadsheet Source data can be created either in the embedded Xcelsius 2008 spreadsheet directly or in Excel and brought into Xcelsius 2008 Smaller pieces of data can be copy pasted or whole files can be imported Because Xcelsius 2008 files incorporate Excel data spreadsheet data can easily be imported from Excel into Xcelsius 2008 or exported from Xcelsius 2008 to Excel 54 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools Importing Excel spreadsheets To use an existing Excel spreadsheet as the source data for your visualization select Data gt Import or use the Import Model button 4 on the toolbar to import the file Note When the Excel file is imported the data is copied and is no longer connected to the original data Editing the original source file will not change the data imported into Xcelsius WARNING Importing an Excel spreadsheet will overwrite a
294. tion using alerts This visualization shows the return on equity ROE for a financial institution against its peer group performance The alert colors are triggered comparing Xcelsius 2008 User Guide 37 Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 system 4 the selected bank against the peer group average Profitability Index Peer Group Comparison Info iit Transformation Expenses Retum on Equity 850 19 00 Xcelsius Example 2 What if presentation using a calculator The following visualization was created to calculate the monthly payment for a home loan Users can adjust the input values by moving the sliders The 38 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 system calculator dynamically changes and displays the new values How Much Will My Payments Be Required Information e Loan Amount Term in Years Xcelsius 60 3 243 000 Yearly Property Taxes e Yearly Homeowner s Insurance interest Rate Your Estimated Payments Are Monthly principal and interest payment is 1 617 Monthly estimated taxes and insurance payment is 217 Total monthly estimated payment is 1 833 Homeowner s insurance wil be calculated at time of closing it may vary depending or several factors Nike 3 of down payment oan amount ate 7 7 000 Prindpa and Interest E Taxes and insurance Copyright Infommersion Inc 2003
295. tlined in To create an Xcelsius 2008 Visualization using LiveOffice on page 203 5 On the Usage tab click the Cell Selector button beside the Trigger Cell field 6 Click the cell that contains the bound parameter and then click OK 7 Ensure that Trigger on Change only is selected Configuring the Trigger Behavior this way causes the SWF to refresh each time there is a change to the cell and in this case the parameter value 8 Click the Preview button to generate a SWF file When you adjust the Single Value component in the SWF file you receive a prompt to log on to your Enterprise system When you have successfully logged on the data is refreshed and the new value or values are reflected in your SWF file Storing Xcelsius 2008 files in Crystal Reports Server or BusinessObjects Enterprise You can use BusinessObjects Enterprise or Crystal Reports Server as a secure repository to store and manage XLF and SWF files Once the files have been added to the Enterprise system any user with the appropriate rights can log on and view the XLF and SWF files Xcelsius 2008 User Guide 205 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 Saving XLF files to an Enterprise folder Once you have created an XLF file you can save it to a folder in BusinessObjects Enterprise or Crystal Reports Server To save an XLF file to an Enterprise folder 1 In Xcelsius on the File menu
296. to access the Properties specific to the Line Chart Any change made to the Properties will apply to all components in the selection The Properties panel selections with components of mixed types or groups are limited to the Dynamic Visibility parameters of the Behavior tab When a number of components are grouped the Properties for individual components within that group may be accessed by right clicking on that sub group component in the Object Browser window See Using the Object Browser on page 48 for more information Using the Object Browser In the Object Browser you can select hide show cut copy paste delete bring forward move back group ungroup lock unlock and access Properties panels of components 48 Xcelsius 2008 User Guide Getting to Know Xcelsius 2008 Understanding the Xcelsius 2008 tools 4 Object Browser ax E28 Group 1 no ot Accordion Menu 1 Dual Slider 1 v Ad 4 The Object Browser can be docked in locations around the workspace or minimized as needed If you have closed the Object Browser click Object Browser on the View menu to re open it Using the context menu Display a context menu by right clicking on any component in the browser or on the canvas The context menu provides access to many of the functions that are available in the Object Browser Selecting components To select a component in the Object Browser click the component name or icon to mak
297. tomizing the appearance of the fill Color The color selector button lets you select the fill color Note The fill color is also the gradient color Transparency Use the slider to set the Transparency of the solid fill color or the active gradient color For information on Transparency refer to Transparency on page 234 Gradient Preview a a The Gradient Preview determines how the gradient transitions between two or more colors It is available only if you selected Linear or Radial from the Type list The default gradient uses with the fill color on the left then transitions to black on the right Move the gradient color markers indicated by a black 324 Xcelsius 2008 User Guide Art and Background Components Reference General tab 19 triangle on the marker below the gradient color to change where the gradient begins and ends in the component Change a gradient color s properties by selecting its marker and modifying the Fill and Transparency To add a gradient color hover the mouse over Gradient Preview where you would like to add the new color then click on the plus sign that appears To remove a gradient color drag its marker down and away from Gradient Preview e Rotation The Rotation box is available only if you selected Linear from the Type list You can enter a value from 0 to 360 in the Rotation box to determine the position of the gradient axis Specific to Line components The features in
298. trol the date range for the Calendar component Selecting this option requires you to specify the Start Month Start Year End Month and End Year Unselecting this option means that the Calendar component will allow the user to scroll through all dates Start Month Use this option to specify the Start Month for the Calendar component Start Year Use this option to specify the Start Year for the Calendar component 362 Xcelsius 2008 User Guide Other Components Reference Behavior tab e End Month Use this option to specify the End Month for the Calendar component e End Year Use this option to specify the End Year for the Calendar component Specific to the Grid component Increment Limits Grid item values that are manually set are rounded to the Increment number allowing restricted input for quantities that require specific increments such as dozens Numbers can also be made more readable by using the Increment to round to a specific digit Enter the desired value in the text box or use the cell selector button to select a value from the spreadsheet Minimum Limit Use this option to set the Minimum Limit behavior for the component Choose from the following e Open The user can set the grid items to any value that does not conflict with the Scale Maximum Limit e Fixed The user cannot set the grid items to values less than the Scale Minimum Value Maximum Limit Use this option to set the Maximum Limit behavio
299. ts check box controls whether alerts are enabled for the component Click one of the following options to define the alert method for the component Alert Values Use the cell selector to choose the data values Icon component only As Percent of Max Value The alerts use percentages of the largest value As Percent of Target The alerts use percentages of the value in a selected cell Use the cell selector button to select a cell in the embedded spreadsheet Use the Manual Edit button to manually enter the target value Note Xcelsius 2008 supports the use of separate target values for multiple data points The maximum number of target values is limited to the number of data points Xcelsius 2008 User Guide 241 General Properties Panel Reference 13 Alerts Tab e By Value The alerts use values that you specify in the Alert Thresholds area Alert Variable The Alert Variable dropdown menu lets you specify whether you want to use X axis values or Y axis values to trigger alerts Note This setting is only available for XY Charts and Bubble Charts Alert Thresholds Alert Thresholds specify where the alert levels will be by value or by percentage In the Alert Thresholds area you set the level for each threshold as well as the color for each level Alert Thresholds appears only if you have enabled alerts Check the Use a Range button to select the threshold levels from cells in the spreadsheet Alternatively enter
300. ttp localhost 8 700 flex xcelsius Click OK to add the Host and return to the Data Manager e Query button Click on the Query button to retrieve information on what feed destinations are available from the LCDS host selected in the dropdown menu e Available Data Destinations Select one of the available feed destinations to bind to the CX model e ld The Id of the LCDS feed destination e Description The description of the feed destination e Advanced button Click the Advanced button to expand the settings available for the selected feed destination e Id The Id of the LCDS feed destination e Channel Type 186 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 The type of channel or communication protocol that is being used e Channel URL The URL associated with the selected feed destination Destination Data This section lists the Data Elements available from the selected Host Select a Data Element and then click the cell selector button on the bottom right to select a range in your spreadsheet Data Element The data element s that are being returned by the feed destination Data Type The data type of the element e Number Txt e True False Boolean Shape Describes the shape or structure of the data that is returned for this element Singleton single value e 1D a column or row of values Xcelsius 2008 User Guide 187 Using Ad
301. tween different charts To achieve this give each chart a unique Key such as chart1 or chart2 Link each Chart s Status to the same cell in the spreadsheet Add a List Box with Source Data that matches the Chart Keys As the List Box value is inserted into the Status cell the corresponding chart is made visible while the others are hidden User Guide Sample Dynamic Visibility Dynamic Visibility allows users to control the visibility of components in a visualization In this sample the Check Box is used to toggle the visibility of the Line Chart Clicking the Check Box inserts a certain value into a cell The Dynamic Visibility Status of the Line Chart is also linked to this cell The Line Chart will appear or disappear depending on whether the value in the Status cell matches its Dynamic Visibility Key To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 142 Xcelsius 2008 User Guide Using Advanced Features Dynamic Visibility functionality 8 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance
302. ty e World by Continent For more information see Using the Map components on page 111 General tab The features on the General tab link the map component to data in the spreadsheet Title To give the map component a title type the title in the Title box Alternatively you can click the Title cell selector button and select a title in the spreadsheet Region Keys Region Keys defines the codes used for each region in the map component These codes are used by Display Data Source Data and Destination Data 314 Xcelsius 2008 User Guide Map Components Reference General tab 18 to associate values to the appropriate region parameters You can specify region codes in one of the following ways e If you want to use region codes from the embedded spreadsheet click the Region Keys cell selector button and select the cells that contain the region codes If you want to manually enter region codes click the Region Keys Manual Edit button In the Region Key column of the Region Keys dialog box type the region codes Display Data The Display Data cell selector button lets you select the display data for the map component in the spreadsheet When a user selects a region on the map component the relevant data is displayed Depending on the layout of the Display Data range Xcelsius 2008 searches for the region codes specified in Region Keys in the following ways e Ifthe data range has two columns and more than two r
303. ubfolder1 amp subfolder2 Xcelsius 2008 User Guide 217 11 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 sDocName ReportName amp Note If the sDocName is not unique the sPath will need to be specified Alternatively iDocID can be used to identify the docu FileName ment IsSpromptName1 promptValue1 Tip OpenDocument can also be used with primary visualization that are not in InfoView but which have secondary files in InfoView The user will be prompted for InfoView credentials prior to launching the document For more information on URL reporting using OpeDocument see Viewing Reports and CDocments using URLs in the BusinessObjects XI SDK developer documentation The OpenDocument URL can be entered directly into the URL field of the URL Button component The URL Button can also be linked to a URL as text in a cell of your spreadsheet In combination with Selector components and the Excel CONCATENATE function the URL can be changed dynamically based on user selection Opening an Infoview SWF with Xcelsius 2008 Xcelsius visualizations stored in InfoView can be configured to open secondary SWF files that are also in InfoView This is accomplished by adding the DocumentDownload function to the URL that is used to call the file The DocumentDownload function was created by Business Objects to provide a standard way of opening SWF files that have bee
304. ue represents a variable that can be modified to affect other components Users can interact with the Value by typing in a new value e Spinner o B An input component A Spinner represents a variable that can be modified to affect other components Users can interact with the Spinner by clicking the up and down arrows or by typing a value into the component e Play Control o n a gt An input component Play Control is used to automatically increase the value of a cell in your spreadsheet For example link the play button to a cell that contains the headcount What will happen if the headcount increases by one two three or more Play Control takes the initial headcount value and increases its value automatically by increments User Guide Sample Value Display The Value component can be used to display or adjust the numeric value of cell This visualization contains a Column Chart displaying revenues for five 5 different stores adjusting the Value component will cause an increase or a decrease in the revenue on the Column Chart In this sample a store supervisor wants to measure the effect that increasing or decreasing the price of a particular product has over the Revenue from products normally sold over a period of time e In this case Price per Unit is the variable that we want to modify This cell affects the revenues for all stores Xcelsius 2008 User Guide 109 Using Xcelsius 2008 Components Using the Singl
305. uide Sample List Builder The List Builder provides a way for users to build their own sets of data The List Builder consists of a Source list containing all possible selections a Destination list containing the user s selections and an Update button Users can move items between the Source and Destination lists in a number of ways 96 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Selector components 6 e Double clicking items in either the Source or Destination list to move the item to the other list Dragging items from one list to another e Using the Add and Remove buttons When the Update button is pressed the items in the Destination List are inserted into the Destination range to be displayed by another component To change the order of selections in the Destination List drag an item up or down in the list In this sample the user selects from a list of branches to see the yearly sales data for those branches The user builds a list of branches and then clicks the Update button to see the selected data in a Column Chart To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce
306. ument name hyperlink and look for the ID number in the browser s staus bar You can also obtain the document ID from the Central Managment console Xcelsius 2008 User Guide 219 11 Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration 11 BusinessObjects XI Release 3 Notes e In Release 3 you can use the sDocName file name parameter as an alternative to the iDoclD e In Release 3 the DocumentDownload function is appended to read Xcelsius opendoc documentDownload Note Additional parameters can be passed into the SWF file by adding FlashVar ranges to the URL for example Range1 yyy amp Range2 zzz amp To pass the CELogonToken from the parent visualization to a child SWF a Flash Variable connection must be added to the primary visualization Open the Data Manager click Add and select Flash Variables In addition to the connetion required for the CELogonToken any additional parameters must have Flash Variable connections Any additional parameters are converted to FlashVars by the Flash Player The DocumentDownload URL can be entered directly into the URL field of the Slide Show component The Slide Show can also be linked to a URL as text in a cell in your spreadsheet In combination with Selector components and the Excel CONCATENATE function the URL can be changed dynamically based on user selection 220 Xcelsius 2008 User Guide Frequently Asked Questions lt 4
307. umn gt 1 0 lt column gt lt column gt 1 0 lt column gt lt column gt 1 0 lt column gt lt row gt lt variable gt lt data gt e addresults aspx A VB script that reads the XML data and adds the parsed vote to the database lt Page Language VB aspcompat true Debug true vali dateRequest false gt lt Import Namespace System Data gt lt Z Import Namespace System Data SqIlClient gt 168 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 lt Get XML that was send from SWF file Dim sXMLString dim item as String For Each item In Request Form Response Write item amp amp Request Form item amp VbCrLf sXMLString sXMLString amp item amp amp Request Form item ext Load XML into object Dim oXML as Object Dim oNodeList as Object Dim oNode as Object oXML Server CreateObject MSXML2 DOMDocument oXML async False oXML validateOnParse False Response Write sxMLString Response Write oXML 1loadXML sXMLString oXML 1o0adXML SXMLString Use XPath to get the data dim sPath as String sPath data variable row column oNodeList oXML documentElement selectNodes sPath Store data in an array dim i aVals 3 lt 0 For Each oNode in oNodeList With oNode Just write the xml for that node to show you Response Write text lt br gt aVals i text j it1 End With Next
308. used on your machine and adjusts its output appropriately For example if your regional settings use forward slash for the date separator the date January 2 2004 appears as 1 2 04 in your Xcelsius 2008 visualizations If your regional settings use a hyphen or dash for the date separator the date appears as 1 2 04 in the exported visualization These settings can be found under the Regional and Language Options of the Windows Control Panel The following items are automatically adjusted e decimal separator e thousands separator e general format name e month e day e year e hour e minute Xcelsius 2008 User Guide 229 1 2 Frequently Asked Questions Questions about supported features e second e time separator e date separator Why don t my Excel macros work Xcelsius 2008 does not support macros in Excel spreadsheets at this time 230 Xcelsius 2008 User Guide General Properties Panel Reference d chapter General Properties Panel Reference Overview 13 Overview This section discusses Properties panel features that are common to most components Depending on the component that you are working with some of these features may be unavailable Common buttons The buttons described in this section appear on the Properties panels for most components Cell Selector button X The cell selector button lets you select a cell or a cell range in the spreadsheet and link to various
309. usinessObjects Enterprise or Crystal Reports Server To view a SWF file in InfoView 1 To launch InfoView open your web browser and enter one of the following paths depending on your Enterprise deployment e NET http webserver businessobjects enterprisell5 e Java http webserver portnumber businessobjects enter prisel15 desktoplaunch Here webserver represents the name of the web server and portnumber represents the connection port Xcelsius 2008 User Guide 209 Lt Using Advanced Features in BusinessObjects Xcelsius Enterprise Business Objects Platform Integration The CMC stores information about the objects saved to the Enterprise system For more information about the CMC refer to the BusinessObjects Enterprise or Crystal Reports Server guides Tip If you have Enterprise installed on your machine you can also access InfoView on the Start menu Click Start gt Programs gt Business Objects gt BusinessObjects Enterprise Click either NET InfoView or Java InfoView depending on your Enterprise deployment Enter your logon information e Inthe System field type the name of the Central Management Console CMC that the SWF file is saved to e Inthe User name and Password fields type your logon credentials e From the Authentication list select the authentication type If you are unsure of your logon information contact your system administrator Click Log On 4 Go to the folder that co
310. ust the value in the Vertical Margin box to set the vertical spacing between thumbnail images and the area border Xcelsius 2008 User Guide 291 16 Selector Components Reference Appearance tab Number of Labels Displayed Enter or adjust the value in the Number of Labels Displayed box to control the number of labels that appear in the drop down list Note This option applies only to the Combo Box and Filter components Transparency For more information on Transparency see Transparency on page 234 Filter Gap Adjust the value in the Filter Gap box to set the amount of space displayed between the dropdowns on the Filter component Note This option applies only to the Filter component Markers Marker options are only available for the Radio Button component The following can be adjusted e Marker Size Enter or adjust the value in the Marker Size box to specify the size of the radio button markers e Horizontal Margin Enter or adjust the value in the Horizontal Margin box to control the amount of space between the left and right edges of the background and the radio buttons and labels e Vertical Margin Enter or adjust the value in the Vertical Margin box to control the amount of space between the top and bottom edges of the background and the radio buttons and labels Enable Background Select the Enable Background box to display the background of the component 292 Xcelsius 2008 User Guide Sele
311. vanced Features in Xcelsius Engage Using the Data Manager 9 e 2D a table of values Configuring LiveOffice Connections Definition Usage Name Session URL http lt webserver gt 8080 dswsbobje services session v w Data Grid w Edit the following connection parameters for LiveOffice Note This Data Connection is only available in BusinessObjects Xcelsius Enterprise Note The Range option of the Live Office connector does not control how many columns are returned in an XLF file This option controls only how many rows of data are returned This behavior is by design LiveOffice Web Services URL Use this field to enter the location of the Live Office Web Services that the visualization will use to connect to Live Office data LiveOffice Connections e Views 188 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 The Views area lists the Live Office Views that are used as data sources in the XLF file e Ranges The Ranges area lists the Excel ranges that can be selected for refresh in the XLF file The ranges are split into headings and data grid Click the Cell Selector button below the Ranges area to select a different range of cells to refresh For more information about using LiveOffice connections see Using LiveOffice data for Xcelsius 2008 visualizations on page 202 Configuring Excel XML Maps Connections ROF_Map XML Data URL http
312. visualization to PowerPoint 134 Exporting your visualization to Adobe PDF 135 To export an Xcelsius 2008 visualization to Adobe PDF 135 Emailing your visualization with Outlook cceeeeceeeeeeeeeeeeeeeeeetees 136 To email an Xcelsius 2008 visualization with Outlook 6 136 Exporting your visualization to WOMG ccceeeeeeeeeenneeeeeeeeeeeenneeeeeeeees 136 To export an Xcelsius 2008 visualization to Word 00ee 136 Exporting your visualization to FIASN ccceeeeeeeeeeeeeeeeeeeeeeeeneeeeeeeees 137 To export an Xcelsius 2008 visualization to Flash 137 Exporting your visualization to HTML cceeeeeeeeeeeeeeeeeeeeeeeenneeeeeeeeees 137 Xcelsius 2008 User Guide 5 Contents To export an Xcelsius 2008 visualization to HTML eee 137 Exporting your visualization to an Enterprise folder 0 e0 138 To export an Xcelsius 2008 visualization to an Enterprise folder 138 Taking a Snapshot of your visualization c cccccceeeeeeeeeeeeeeeeeeeees 139 Chapter 8 Using Advanced Features 141 OVEIVICW 222s 05 is econ oe E el 142 Dynamic Visibility functionality ccccceceecceeeeeeeeeeeeeeeeeeeeneeeeeeeneeeetees 142 User Guide Sample Dynamic Visibility ceeecceeeeeeeeeeeeees 142 User Guide Sample Status List cccccccceeeeeeeeeeeeeeeeeeeeeeeeeeaees 14
313. w This section provides an introduction to Xcelsius 2008 the components of the program and the functionality of the program Understanding the Xcelsius 2008 system Xcelsius 2008 visualizations conform to SWF file format SWF is the vector based graphics format designed to run in the Adobe Flash Player Because a SWF file is vector based its graphics are scalable and play back smoothly on any screen size and across multiple platforms Also a vector based file usually has a smaller file size than other animations Xcelsius 2008 files are stored in a zipped format with an XLF extension The XLF file format contains the Xcelsius 2008 visualization information and its associated embedded spreadsheet file Note Xcelsius 2008 requires Flash version 9 or later Newer Flash versions have security features which may prevent your Xcelsius 2008 visualization from connecting with an external data source Without a policy file SWF files from one domain cannot access data on another domain or sub domain In addition SWF files served over HTTP cannot access data at an HTTPS location Please refer to the online article from Adobe regarding security restrictions for data loading for information on creating a policy file to allow access to data in the cases above How Xcelsius 2008 differs from traditional reporting applications Xcelsius 2008 complements all types of Portal initiatives Business Intelligence programs Executive Dashboards Balanced Sc
314. wing options for customizing the format of numeric values Negative Values The Negative Values list lets you select a format for negative values e Minus Sign Prefix e Red Text e Parenthesis e Red Text with Parenthesis Decimal Places The Decimal Places box lets you enter the number of decimal places to display You can enter a value from 0 to 20 Xcelsius 2008 User Guide 237 13 13 General Properties Panel Reference Appearance tab Currency Percent Date Use 1000 Separator When you select the Use 1000 Separator check box Xcelsius 2008 inserts commas into numerical values above 999 The Currency format provides the following options for customizing the format of currency values Negative Values See Numeric on page 237 Decimal Places See Numeric on page 237 Prefix When you select the Prefix check box Xcelsius 2008 precedes currency values with a symbol This symbol is set to by default To change the symbol enter the desired character s in the adjacent box Suffix When you select the Suffix check box Xcelsius 2008 adds a symbol to the end of currency values Enter the desired symbol in the adjacent Suffix box The Percent format provides the following option for customizing the appearance of percentage values Decimal Places See Numeric on page 237 The Date format provides the following option for customizing the appearance of date values 238 Xcelsius 2008 User
315. with data you can enter the value manually in the Data box Alternatively you can click the Data cell selector button to link the single value component to a cell in the embedded spreadsheet 302 Xcelsius 2008 User Guide Single Value Components Reference General tab 17 Specific to Dual Slider components This section applies only to the Dual Slider components Low Value Low Value lets you specify the default value for the left pointer on the Dual Slider component To enter the low data value manually type the desired value in the Low Value box Alternatively you can click the Low Value cell selector button to select the value in the spreadsheet High Value High Value lets you specify the default value for the right pointer on the Dual Slider component To enter the high data value manually type the desired value in the High Value box Alternatively you can click the High Value cell selector button to select the value in the spreadsheet Scale The Scale area provides several methods for setting upper and lower limits in single value components and ensuring that the initial values are within the limits Depending on the component that you are working with some of these options may be unavailable Manual Select Manual to enter the limits manually Enter the minimum and maximum limits in the boxes or use the cell selector button to link the values to cells in the spreadsheet Auto Select Auto to have the minimum
316. xis with each series adding to the total value You could use the stacked area chart to compare the revenue for multiple products as well as the combined revenue of all the products and the contribution of each product to the combined revenue Radar Chart and Filled Radar Chart 78 Xcelsius 2008 User Guide Using Xcelsius 2008 Components Using the Chart components 4 3 A chart with axes that radiate outwards from the center of the chart These charts can have several axes They are useful for plotting multi dimensional sets of data In the filled radar chart the shape created by connecting the points along each axis is filled in with color You could use the radar charts to compare aspects of stocks One axis could display the price another the volume another the Price to Earnings ratio and any other relevant data Tree Map A chart that displays hierarchical data in a small area Each data point is represented by a rectangle In Xcelsius 2008 the tree maps display two parameters represented by size and color intensity Tree maps can be used to compare two sets of data For example a tree map could be used to represent the size and interest rate of loans You can set the size of the rectangle as the loan amount a large loan would be repesented by a larger rectangle The color of the rectangle would represent the interest rate a higher interest rate would be represented by a brighter color value How to configure a ch
317. xt is used to set any text based data within the XLF For example chart titles e Number is used to set any numeric based data For example alert levels e Check Box is useful for toggling the value of a cell between zero and one It can be used for showing or hiding components using Dynamic Visibility Date is used to define a date in the XLF It sets the format to Date and uses a true date value within the XLF For example this type can be used to set date ranges for data access or for amount of data to display e List Box enables the designer to build user selection options into the parameters When List Box is selected two more options become available Entries Entries is used to set what entries are available for the user to select e Default Selection Xcelsius 2008 User Guide 181 9 Using Advanced Features in Xcelsius Engage Using the Data Manager Default Selection is used for selecting which entry s value will be used by default if the user does not make a selection The List Box Type allows the designer to specify set values that can be selected by the user Text Number Check Box and Date allow the user to enter any value into the parameter If the value they enter is not compatible with the visualization the correct behavior will not occur The List Box type eliminates this issue because the user must select from values the designer provides Portal Consumer Connection The Portal Consumer connect
318. y if you imported a SWF file This check box controls whether the background of the SWF file is displayed in the image component Selecting Hide SWF Background Color makes the SWF file background invisible Behavior tab Common tab e Dynamic Visibility For information about the features in the Dynamic Visibility area see Dynamic Visibility on page 239 326 Xcelsius 2008 User Guide Art and Background Components Reference Behavior tab 19 Animations and Effects tab For information on Animations and Effects see Animations and Effects tab on page 240 Xcelsius 2008 User Guide 327 1 9 Art and Background Components Reference Behavior tab 328 Xcelsius 2008 User Guide Text Components Reference chapter 20 Text Components Reference Overview Overview This section discusses the Properties panel features for Text components The following Text components are available in all versions of Xcelsius 2008 e Input Text Area e Input Text e Label For more information see Using the Text components on page 113 General tab Default Text Link to Cell Use the Link to Cell cell Selector button to link the label to a cell in the spreadsheet Any change to the value of this cell will be reflected in the component Enter Text Use this option to manually enter the default text that will appear when the visualization is run Enable HTML Formatting This option applies only to the Label and Input Tex
319. ye Picture Menu component 89 fit canvas to components 44 fit canvas to window 44 Flash 137 exporting visualizations to 137 slow run time 226 Flash Player settings 118 Font Options 57 Font Settings 234 fonts understanding 57 format 229 regional 229 scientific 225 table component vs spreadsheet 224 Format menu 55 Align 55 Center in Document 56 Make Same Size 56 other commands 56 Space Evenly 56 FS command button 114 G gauge component 107 General tab 322 background components 322 chart components 248 map components 314 Index General tab continued other components 354 text components 330 web connectivity components 340 global styles 59 changing 60 creating 62 transferring 63 grid component 114 sample visualization 121 grid tool 45 grouping components with Object Browser 50 H hiding components with Object Browser 50 horizontal line component 127 HTML exporting visualizations to 137 Icon component 89 ignore end blanks 146 image component 127 embedding external files 128 how to use 128 nested external files 129 Import Model 54 55 68 importing Excel files 68 Information button 233 InfoView 209 refreshing outside 213 refreshing SWF files 210 viewing SWF files 209 input text area component 113 installation frequently asked questions 222 interactive calendar 114 interface Crystal Xcelsius 2008 40 Xcelsius 2008 User Guide 377 Index L Label Based Menu component 89 label component 113 line
320. you want ro remove and click the Delete button x at the bottom of the connections list Configuring Connections with the Data Manager This section discusses configuring data connections with the Data Manager 156 Xcelsius 2008 User Guide Using Advanced Features in Xcelsius Engage Using the Data Manager 9 Configuring QaaWS connections Definition Usage Name Connection 8 WSDL URL v Method vl Web Service URL w Input Values Output Values Read From Insert In Add or edit the following connection parameters for Querying as a Web Service QaaWS Connections Note This Data Connection is only available in BusinessObjects Xcelsius Enterprise Definition Tab Name Type a name for the connection e WSDL URL Type the URL for the WSDL that you would like to bind the connection to or select one from the drop down menu e Import Click on the Import button to bind the connection to the WSDL that was entered into the WSDL URL text box Xcelsius 2008 User Guide 157 9 Using Advanced Features in Xcelsius Engage Using the Data Manager Method Select the method that you would like to bind the Query as a Web Service Connection Web Service URL Type the URL for the Web Service or select a cell from the spreadsheet Input Values Select a node from the tree to bind the node to the spreadsheet Selecting a node enables the Input Value selection icons Read From Select a cell in the s
321. ys Regions that when clicked on show the names of Sales Reps selecting a Sales Rep displays their sales data for the year To open the User Guide Sample file 1 Select File gt Samples 2 Select the User Guide Samples category 3 Select the file name in the Items section The Sample file will contain all components and the corresponding spreadsheet data To follow along with the step by step instructions open the Sample file and then delete the components These instructions will produce a working visualization that will demonstrate the use of a component or feature additional settings formats or components may have been added to enhance the appearance of the sample visualization The completed sample XLF file with embedded spreadsheet data and SWF file for this visualization can be located by navigating to the following location C Program Files Business Objects Xcelsius assets samples User Guide Samples 1 Open or create an Xcelsius 2008 file that includes the data you want to use Place an Accordion Menu component on the canvas Place a Column Chart component on the canvas Double click the Accordion Menu component to open the Properties panel Select Category 1 in the list box click the Name cell selector button and select the first Category name ak O N In this sample select the first region name 6 Click the Labels cell selector button and select the items to be listed under the first category F

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