Building dashboards using Xcelsius with SharePoint data

[Former Member]

Pre-requisites:

• Xcelsius 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.

Xcelsius Web connectivity Parameters to use

• SharePoint Parameter: Used to define parameters or properties in Crystal Xcelsius models that a user can change in the SharePoint environment
• SharePoint Provider: Used to give data to another Web Part published in SharePoint
• SharePoint Consumer: Used to get data from another published Web Part in SharePoint (a SharePoint List or another Crystal Xcelsius model)
• Use the File -> Export -> SharePoint option to generate the .swf file with SharePoint functionality.
• Once generated, you will be able to add and configure the SharePoint Web Part with the .swf file to publish the model

Building the Dashboard

• Add the Xcelsius document to the SharePoint document list
• Copy the shortcut to the uploaded document
• Go the SharePoint page
• Click on Modify Shared web part
• Add a web part
  • From the web part-gallery list select Crystal Xcelsius web-part
  • Use Modify Shared Web Part option
  • In the Xcelsius Visualization source, specify URL (paste the shortcut you copied from the document list) and apply
• It is possible to customize models Real-time – Change chart type, title etc when defined as SharePoint Parameter
  • Use Modify Shared web part at run time
• Add a SharePoint List, say “Sample” as a web part in the same page
• In the Xcelsius web part configuration menu, “connections” option is enabled once a list is added in the page
• In the connections, specify consume list from “Sample”
• All SharePoint lists and Providers in the same page will be listed in the connections option.
• In order for a Xcelsius model to consume data from SharePoint Provider, there should be two models deployed in the same page – one for the provider and one for the consumer
• The visuals in the swf file with the consumer will change based on the data from the provider once connection is set