Greater Speed & Flexibility for Xcelsius Dashboard Components
If you are building a dashboard that contains Xcelsius components, you can use Crystal Reports as a container for the component for greater speed and flexibility. Using the Crystal Reports Report Part viewer, you will have a seamless component in your dashboard.
Advantages to using this method:
- ODBC or OLE or Data Direct connections will outperform a web service
- Embedded Xcelsius components use BusinessObjects Crystal Reports servers for better performance and management
- Auditing can now be done against the embedded Xcelsius component
- Take advantage of Crystal Reports powerful formula editor
- Take advantage of other features in Crystal Reports 2008 such as Saved Data, dynamic grouping, localization / translation methods (UFL’s or Custom Functions) etc.
To use this technique, you must have:
- BusinessObjects Enterprise 3.x or Crystal Reports Server 2008
- Crystal Reports 2008
- Xcelsius 2008
1) First you have to use the Crystal Report Data Consumer in Xcelsius. There are instructions on doing this here. By using the Data Consumer, you can later map the variables in Crystal Reports.
2) Create a new Crystal Report off of your desired data source using an ODBC or OLE or Data Direct connection. Using these connections you can dramatically increase the speed of the data connection for the Xcelsius component versus using Live Office or a web service.
3) Insert the Xcelsius model and use the Data Expert in Crystal Reports to map the flash variables as per the instructions in the step 1 document.
4) Right click on the embedded Xcelsius model and choose Format Flash, then go to the Common tab and copy the Object Name.
5) Go to the File menu, then Report Options, and copy this Object Name into the Initial Report Part Settings. Do not put anything in the Data Context box. Save this report to your BusinessObjects Enterprise system.
6) Go to BusinessObjects Infoview and go to the dashboard you are building. Press the Edit Dashboard button and go to the Corporate Analytics, find your new report, and drag your report onto your dashboard.
7) Press the Edit button and select Parts Viewer and use the Default Report Part. Make sure that On Demand is selected.
You now have an Xcelsius dashboard component that is utilizing the Crystal Reports data connection and servers.