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Dear aBI: Dashboarding Must-Haves

It is such a pleasure to be the first SAP Mentor to kick off this new “Dear aBI”  gives advice on Business Intelligence on the SCN Network.  As a BusinessObjects reporting community evangelist, I was first humbled, but then excited about being asked to do this.  I’m always amazed at how many questions we get from the community.  The goal of this new column is to address the most common ‘important’ ones.  While the answers are subjective, the opinions represented here are not only from experience, but also from a number of reliable sources both within and outside of SAP BusinessObjects.  Kudos to Jason Cao and everyone involved in getting this kicked off!  It goes to show, once again the commitment that SAP BusinessObjects has to getting the correct information to their users.  I encourage everyone to submit their questions, small or big and we will do our best to address them. Enjoy!


 

Dear BI Expert,

I’m trying to connect my Xcelsius dashboard to SAP BusinessObjects, which connection should I use QaaWS or Live Office?

 

From,

Chris in Miami

 

Dear Chris in Miami,

This has been an ongoing debate and while opinions may vary, based on experience we would recommend Query as a Web Service (aka QaaWS) over Live Office in terms of overall stability and limited scalability.  If you need to use Crystal Reports or Web Intelligence documents as your data source then using Live Office is the best option. However, if you have the ability to get the data directly from the Universe we highly recommend using QaaWS.  From a performance perspective when a query is called in QaaWS it hits the database directly, while Live Office puts the load on the BusinessObjects Enterprise reporting engine.  In addition when using QaaWS the logic and calculations required for the dashboard is pushed to the DB either via SQL or DM/DW & ETL, while in Live Office this ‘heavy lifting’ is done in the reporting documents.  We have also seen more incidences of unstable behavior using the Live Office connectivity during the actual development process, but did not encounter the same issues with QaaWS.  However, keep in mind that with both connections the key to good performance and scalability is keeping your data set to a minimum.  To gain more details on this topic click here to see a webinar that I presented with Ryan Goodman of Centigon Solutions that compares each connection and explain when to use them.

If using WebI, one third party option worth mentioning is the Antivia XWIS.

 

Dear BI Expert,

Can you explain how the Xcelsius licensing works?

 

From,

Phil in Los Angeles

 

Dear Phil in Los Angeles,

With the release of Xcelsius Service Pack 3, SAP BusinessObjects made a few changes to the licensing structure of Xcelsius products:

  • Xcelsius Present (now known as SAP Crystal Presentation Design) – Designed for the individual business user, this license can be purchased directly online and allows the user to export their dashboard to any Microsoft Office application such as Power Point, Word or Excel and also Adobe PDF. It is the entry level of all the Xcelsius versions. NOTE: this version does not allow the user to connect to any live data sources or export to Adobe flash (.swf) format which is needed to embed the dashboard in an HTML page).
  • Xcelsius Engage (now known as SAP Crystal Dashboard Design) – Designed for individuals, departments or small businesses. SAP Crystal Dashboard Design is available in two (2) editions. NOTE: Both editions only allow a maximum of two (2) data connections per dashboard:
  1. SAP Crystal Dashboard Design, personal edition – An easy introduction to dashboarding functionality, this edition lets you create business dashboards and data presentations from spreadsheets and corporate databases – and share them live through Crystal Reports, Microsoft Office, Adobe PDF, and the Web.
  2. SAP Crystal Dashboard Design, departmental edition – A powerful dashboarding solution for small and midsize companies, this version has all the benefits of SAP Crystal Dashboard Design, personal edition – plus additional data connectivity and platform integration options. Flexible data access is available through Microsoft Excel spreadsheets, Adobe LiveCycle Data Services, Web services, XML data connections, and SAP BusinessObjects Live Office which allows you to connect to multiple data sources. SAP Crystal Dashboard Design, departmental edition, can be used with SAP Crystal Reports Server or in a standalone fashion.
  • Xcelsius Enterprise (naming to be announced sometime this year) – This version of Xcelsius is designed for enterprise organizations and can only be purchased through a sales rep or your SAP client partner contact. Xcelsius Enterprise is usually purchased with Xcelsius Enterprise Interactive Viewing. Whereas Xcelsius Enterprise is the designer, Interactive Viewing is for the user who will be interacting with the dashboards. These licenses can be purchased as part of the BusinessObjects Edge or Enterprise licensing bundles. Xcelsius Enterprise includes all the features in the first two (2) versions plus the ability to have an unlimited number of connections as well as the Query as a Web Service and Live Office data connectivity options.

 

Dear BI Expert, 

I want to learn Xcelsius, where can I find more information on training?

 

From,

Paul in Boston

 

Dear Paul in Boston,

Depending on your budget there is a number of places to gain Xcelsius training.  Below are my suggested resources in order of preference and developer level:

a.      FREE Training    

  1. Blogs – Xcelsius Gurus, My Xcelsius, Ryan Goodman, David Taylor
  2. Beginner Videos – Datapig Technologies, Xcelsius Gurus Youtube Channel, SAP Xcelsius YouTube Channel, MyXcelsius YouTube Channel
  3. Other Resources – SAP Xcelsius Webinars, Xcelsius Gurus Slideshare, SAP Business Analytics Webinar Series

b.      PAID TRAINING

  1. Webucator – Virtual Online Training (mostly for beginners, very affordable)
  2. Infosol – Register online. On site ongoing classes (Beginner and Advanced)
  3. BIT Advisors – Register online. On site ongoing classes (Beginner and Advanced)
  4. RZ Solutions – Register online. On site ongoing classes (Beginner and Advanced)
  5. Xcelsius Gurus – Offers private group training to organizations (Beginner and Advanced)
  6. SAP Xcelsius Online Learning – Virtual. Learn at your own pace (Beginner ONLY)

 

Dear BI Expert, 

How can I obtain Xcelsius on my iPhone or iPad?

 

From, 

Michael in Chicago 

 

Dear Michael in Chicago,

Due to the lack of support for Adobe flash on the iPhone, Xcelsius is not available for either the iPhone or the iPad (FleXcelsius Guru, Evan Delodder wrote a great article on this topic).  However, a good alternative that many users enjoy, is using the iPhone app, RoamBI that allows for the visual display of charts on both the Iphone and Ipad. It also connects to BusinessObjects Webi Reports as well Excel spreadsheets and other data sources. To find out more, visit their website at http://RoamBI.com/.

 

To learn how to submit question(s) to one of our BI Experts, please visit the BI Advice Wiki

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      9 Comments
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      Author's profile photo Ingo Hilgefort
      Ingo Hilgefort
      Hello everyone,

      in case your datasource is SAP NetWeaver BW the recommendation is to use Live Office (recommended over QaaWS) or to leverage the direct connection towards SAP BW.

      regards
      Ingo Hilgefort

      Author's profile photo Former Member
      Former Member
      Blog Post Author
      Hi Ingo!

      So great to hear from another fellow SAP Mentor!

      We did not forget this but plan to answer it in a future column.  We are trying to keep the answers as direct to the question as possible, but thanks for adding this note.   I will also be sure to reference your book and articles when we do answer this question in the future.

      Thanks for the feedback.

      Best Regards,
      Mico

      Author's profile photo Carlos Weffer
      Carlos Weffer
      Hi Mico and Ingo,

      Thank heaps for providing so useful insigths.
      In the scenario where using the direct connection to SAP BW and accessing my dashboard through an iView from the SAP Enterprise Portal how does the licensing work?

      Kind Regards
      Carlos Weffer

      Author's profile photo Former Member
      Former Member
      Mico, great job on the column, way to kick off the series!
      Author's profile photo Former Member
      Former Member
      Blog Post Author
      Hi Jaime,

      Thanks so much for the support. Looking forward to seeing your column next!

      Best Regards,
      Mico

      Author's profile photo Alexander Schuchman
      Alexander Schuchman
      Probably would interest many people on a quick list on reasons to try Xcelsius 2008 with Aurora.
      By the way, love the "Dear aBI" blog name.
      I did a session at TechEd called "Pimp mySAP" a couple of years back, got lots of comments about the session name.
      Author's profile photo Former Member
      Former Member
      Blog Post Author
      Great suggestion Alexander.  There are quite a few reasons I can tell you that! 🙂

      "Pimp mySAP" is awesome. We need to exchange some notes. Thanks for the great feedback and we will work our best to add this in future columns.

      Best Regards,
      Mico

      Author's profile photo Jason Cao
      Jason Cao
      Hi Alexander,
      Great suggestion! We have a mechanism for advice seekers to submit questions like yours: http://wiki.sdn.sap.com/wiki/x/dINnCw
      This will be a good question for our BI Experts to share their views.

      Cheers,
      Jason

      Author's profile photo Former Member
      Former Member
      Mico, in regard to the question about which connection method to use, I just wanted to add that I have had great success with simply building my own xml files and passing them directly to the dashboards. All the sql or mdx gets executed on the server, and it is very easy to make changes to the file building logic in the web app and republish, when necessary. Some users may want to consider this as a third option.