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Antivia Adds Xcelsius on the iPad

January 16th, 2012 1 comment

Are you ready to move your Xcelsius (SAP Dashboards) to the iPad yet?

There’s nothing stopping you!

No, not even the fact that iOS doesn’t support flash.

Antivia’s new XWIS Anywhere bring a new product to their already popular suite of BusinessObjects extensions.

Antivia XWIS Anywhere

Antivia’s XWIS Anywhere is going to overcome a technology hurdle that SAP has been unable or unwilling to clear — Xcelsius (aka SAP Dashboards) on the iPad.

Antivia provided an in depth 55 minute presentation about Antivia XWIS Anywhere.  They are committed to:

  • Mobilizing Any Xcelsius Dashboard
  • Providing a Native iPad Experience
  • Full Catalog and Management inside SAP BusinessObjects
  • Additional iPad Security (for locally cached content)
  • Quick Deployment (hours instead of days or weeks)
  • Allow Offline Slideshows  (Screenshots of Xcelsius dashboards)
  • Access to WebIntelligence and Crystal Reports

Notables

It is important to note that because XWIS Anywhere is leveraging the SAP BusinessObjects repository, if the dashboard does not exist in the repository then it will not be available for the iPad.  A perfect example of this is the Xcelsius BICS connectivity for Netweaver.  These dashboards must be published to SAP BW and run from within the context of the Netweaver application server.  However, this is only a short term limitation.  SAP does plan to support BICS  connectivity for Dashboards saved into the SAP BusinessObjects repository with the next release, SAP BusinessObjects v4.0 SP3.

One glaring feature that seemed to be missing over the similar solution from Exxova is the zoom in/zoom out capability.  With Exxova, it works very much like the native iPad browser.  Users can use two fingers to zoom in and zoom out of their Dashboards.  This is great when viewing dashboards which might be hard to read – or helpful for executives who have difficulty with small print.

Here is a sample dashboard view:

Hospice Dashboard - Standard View

By placing two fingers on the screen and pulling them apart, Exxova allows you to zoom into a specific area of the dashboard and at the same time a small thumbnail (indicated by the red arrow) shows you a small red box indicating where you are on within the context of the dashboard:

Same Hospice Dashboard - Zoomed In

Future of SAP Dashboards

Donald MacCormick indicated during the webinar that Xcelsius/SAP Dashboards will be move to HTML5 in 2012.  That means he expects some subset of functionality available by the end of 2012.  What does that mean for you?   It means you can invest in Antivia today, move your dashboards to the iPad today, and when SAP eventually provides full Xcelsius HTML5 functionality (that could be some time), you can move ahead at your own convenience.

You will be prepared for change before it happens.  Because the XWIS Anywhere application is a native iPad application with a “screen emulation” technology in the middle, when HTML5 becomes available, Antivia will simply replace the existing “screen emulation” technology with the HTML5 SAP Dashboards output.

Keep your users happy.  Make dashboards available on the iPad today.

You won’t regret it…

«Good BI»

 

Categories: Partners, Xcelsius Tags: , ,

Fixing Flash for Xcelsius

September 21st, 2011 1 comment

If you’ve been using Xcelsius very long then you’ve probably experienced the heartache of having users download the latest version of flash and having it break their Xcelsius dashboards.  It doesn’t happen very often, but once and a while, Adobe releases a version of flash player that is utterly incompatible with Xcelsius… and when that day comes you’ll be glad you found this blog post!

Rolling Back Flash

Flash is a funny animal.  Not only does Adobe install the flash player on your computer but it also installs flash within your IE browser.  Therefore the first challenge is uninstalling flash and here’s how to do it.

Uninstall Flash

This isn’t as easy as you might think.  A simple Windows Uninstall will not work.

  1. Download the Adobe Flash Player uninstaller: uninstall_flash_player.exe (229 KB).
    (Alternatively you may download it from my local site here)
  2. Save the uninstaller file, choosing a location where you can find it–your Windows Desktop, for example.
  3. Exit all applications. Check the taskbar and the system tray to make sure that no user applications are running. NO MS OFFICE APPS.  For example, if you see icons for browsers or instant messaging (IM) clients such as AOL Instant Messenger or Yahoo! Messenger, right-click the icon and select either Close or Exit. The following image shows how to close the Yahoo! Messenger client after right-clicking its icon in the Windows system tray:

  1. Run the uninstaller. If you see the message ”Do you want to allow the following program to make changes to this computer?,” click Yes.
  2. Go into the control panel and make sure “Flash Player” is not available.

After The Uninstall

Check your version:  http://www.adobe.com/software/flash/about/

It should indicate to you that flash is NOT installed.

Installing a Legacy Flash Verison

All the old versions are located here:  http://kb2.adobe.com/cps/142/tn_14266.html

I downloaded and tested the following procedures using Flashplayer10_1r102_64_winax.zip

  1. Make sure all applications are still closed.
  2. Unzip Flashplayer10_1r102_64_winax.zip (This is an “active” version of Flash for Internet Explorer which you will need)
  3. Run it the installer.
  4. Go to:  http://www.adobe.com/software/flash/about/  and verify it’s working…

Finito

Now’s there’s just one final tip to consider.

Turning off Auto Updates

You might want to turn off automatic updates of your flash player.  This article explains how:
http://kb2.adobe.com/cps/713/a7138026.html

«Good BI»

Categories: Help!, Xcelsius Tags:

Xcelsius for the iPad – Today!

September 19th, 2011 4 comments

If you’re like the other thousands of SAP BusinessObjects customers, you would love to move your Xcelsius dashboards to the iPad.  Right?

The problem is flash.  Steve Jobs hates flash and steadfastly refuses to support flash on the iPad.  Even on tablet devices that do support flash such as the Samsung Galaxy, some people complain that flash applications are too sluggish.

So What’s the Solution?

I discovered a very special app on iTunes called iSwifter .  iSwifter allows flash to run on the iPad… so to speak.  Actually flash does not run on the device at all but it is streamed to the tablet.  I have visions of thousands of computers with Internet Explorer sessions running.

Within a few minutes and $4.99 later, I was up and running.  I was able to connect to an instance of SAP BusinessObjects that was accessible over the Internet.  There are however multiple problems with this app.  I found that iSwifter:

  • Only connects to publicly available websites.  The URL you are connecting to must be a publicly accessible site
  • Requires a WiFi connection
  • Isn’t completely secure.  Your connection with the iSwifter server doesn’t appear to be secure.

Apparently there is a large demand for this type of technology because the company recently reported revenue to exceed $10M and they have moved from a one-time fee to a monthly subscription service.

Enter Exxova

Exxova is a subsidiary of Bartronics India Ltd.  Their US Headquarters is located in Alpharetta, GA and Mark Hillam, who used to work at BusinessObjects, is the president of their BI practice.  I saw Mark at Sapphire after his team made quite a splash showing Xcelsius dashboards on the iPad using their app MyBI.  More recently Mark invited me to their offices to spend more time with the solution and I was very impressed.  Although it is still relatively early days for this solution, it holds a lot of promise.
Today with Exxova,  you can deploy ALL your existing BI content to the iPad without any modifications.

For more videos click go here:  http://www.youtube.com/user/ExxovaWorldwideCorp

I recommend that you download it and play around with it.  It’s free.

There are several really nice features.   I found that MyBI:

  • Can be implemented within your corporate firewall.
  • Does NOT requires a WiFi connection (although 3G is pretty slow).
  • Provides special gestures to simulate right-click, scroll, pan, zoom in and out.

Here are some screenshots from MyBI

Exxova Help Screen

Exxova Home Screen

Xcelsius Dashboard

WebIntelligence on the iPad

What Approach Will Your Company Take?

We seem to be at one of those paradigm shifts where organizations need to make a decision.  There is no doubt that companies are adopting the iPad device in ever growing numbers.  The $million$ dollar question is:

Do we create custom interfaces for the iPad or simply make our existing content available there?

Are you prepared to invest heavily in the iPad and build your own apps or purchase additional apps that require additional development and redesign efforts  or are you going to wait and see how the tablet market plays out.  The iPad is the predominate player today, but who’s to say that this dominance will remain?  And besides, the iOS platform only supports Apple devices.  Oh what I would give for a crystal ball.

The choice is yours, but today, I see MyBI from Exxova as a good alternative to redevelopment.  (and just in case you are curious — no, I did not get paid to write this article nor have I ever received any compensation from Exxova, but I’ve seen the solution, played with it and think that it’s worth considering.)

I am curious to hear from you.  What do you think?  Is a custom iPad interface worth the redevelopment?

«Good BI»

Categories: Partners, Web Intelligence, Xcelsius Tags:

SAP BusinessObjects Business Intelligence 4.0

October 8th, 2010 8 comments

SAP is closing in on their release date of the next major release of BusinessObjects… and as with any release, marketing want to get the name just right.  We’ve seen quite a few changes over the years.

Evolution of A Name

Remember all those changes in Windows naming? Windows 3.1, Windows 95, then Windows XP?  Now finally it’s back to numbers with Windows 7?  There’s probably someone out there that’s written a book about how to name your next software release.  :-)

Here’s a look at where we’ve come from in the last 7 years of BusinessObjects Product Names… starting back in 2003 with the combination of BusinessObjects 6 and Crystal Enterprise 10 into the new XI… Xtreme Insight!

BusinessObjects Product Names

The More Things Change

… the more they stay the same.  It is so true… and the upcoming release will include some additional name changes.  Here are some names on the horizon.

XI Product Name 4.0 Product Name
SAP BusinessObjects Enterprise SAP BusinessObjects Business Intelligence Platform
Crystal Reports SAP Crystal Reports
SAP BusinessObjects Web Intelligence SAP BusinessObjects Web Intelligence
SAP BusinessObjects Xcelsius Enterprise SAP BusinessObjects Dashboards
SAP BusinessObjects Voyager SAP BusinessObjects Analysis, edition for OLAP
(Advanced Analysis, Pioneer*) SAP BusinessObjects Analysis, edition for MS Office
SAP BusinessObjects Explorer SAP BusinessObjects Explorer

For more information on the whys check out Jon Reed’s blog post.

It’s amazing how some product names take on a life of their own even before the product is released.  Pioneer is a great example.  It is the first release of the legacy SAP BEx Web Analyzer and SAP BEx Analyzer for Excel.  Pioneer was simply the code name for this yet to be release product.  We can now retire that code name and begin using the actual product name, SAP BusinessObjects Analysis.

Xcelsius

Some name changes like Xcelsius were introduced even before a major new release. Earlier this summer, I had someone call me to ask me about SAP Crystal Dashboard Design.  I’d never heard of it. It wasn’t until I googled it that I discovered that we weren’t offering a new product.  SAP had just renamed some Xcelsius packages.  SAP Dashboard Design and SAP Presentation Design had formally been known as Xcelsius Engage and Xcelsius Present, respectively.

Thinking back, Xcelsius has also been through a number of changes:  Xcelsius 4.5, Crystal Xcelsius 4.5, Xcelsius 2008…  It will be interesting to see if the Xcelsius Designer, aka Xcelsius 2008 keeps it’s name and becomes Xcelsius 2010.

Don’t Wait… Start Today

Did you know that SAP BusinessObjects Analysis, edition for Excel has already been released?  Yep!  The plug-in for Excel is completely stand-alone and can be used without interfering with your existing BusinessObjects XI 3.1 environment.  If you have SAP and want to get the best possible connectivity within Excel without waiting for your entire environment to be upgraded, you can.  Today.

«Good BI»

Cool Dashboards from ProMorphics

May 31st, 2010 No comments

Although I’ve worked in a number of different industry verticals, I’m currently focused on the Utilities vertical.  I’m always on the look out for great dashboards and I found some!  I want dashboards that combine the best features of Xcelsius together with amazing usability and depth of function.  My latest discovery is from ProMorphicsProMorphics is a services organization and they have been a member of the SAP Ecosystem for a number of years.   I recently got a chance to view the results of some of their compelling dashboards  and the results speak for themselves.

When I spoke with ProMorphics they talked about their commitment to listen to the customer and to go the extra mile.  They’ve been extremely successful at using Xcelsius as a prototyping/rapid development tool so that they can get feedback and turn the results around extremely quickly.

Their sample dashboards focus on these three areas:

  • Environmental Health and Safety (EH&S)
  • Field Operations
  • Sales and Financial Performance (Peek Performance)

If you work in a utility related industry, you may want to engage ProMorphics and leverage their expertise.  It’s not surprising that 70% of their business comes from repeat customers.

ProMorphics Operations Dashboard with Custom Xcelsius Controls

Interactive Demos

Although ProMorphics does not allow you to download their .xlf files, you can view the dashboards via the following website:
http://www.promorphics1.us/22/interactivedemos/demos

Here is a 10 minute video walk-through of their Peak Performance dashboard with Kasia Szewczyk
http://www.promorphics1.us/29/audiovideo/recording

Conclusion

It’s always good to see partners who exploit all the features within a solution.  In the screenshot above, you can see how they have built Google Map integration as well as a custom calendar control.  These are examples of custom Xcelsius controls written in Flex.  I saw example after example of custom controls, developed to make sure they gave the customer exactly what they wanted.  If you engage ProMorphics in a project, they will also make these custom Xcelsius controls available to you.  Some partners like Centigon Solutions do allow you to buy their Xcelsius controls separately but ProMorphics currently does not.

«Good BI»

Categories: Partners, Xcelsius Tags: , ,

SAP BusinessObjects Demos on YouTube…

September 15th, 2009 No comments

I’m amazed at how easy it is to find information these days.  Today I decided to do a follow-up post based on my most recent WebIntelligence demo post.  After a little searching around and I found a number of demos that had been posted by David Collins Dixon onto Youtube.  David has written a number of books about the SAP Business Information Warehouse (or BW for short).

SAP Integration Demos

Here are the list of demos:
http://www.youtube.com/user/davidcollinsdixon

Crystal Reports Demo leveraging SAP Hierarchies (No AUDIO)

David does an especially nice job with the Crystal Reports demo and shows you how to use the Hierarchy Node so Crystal Reports can properly leverage your SAP Hierarchy definition.

Xcelsius Demos

There are also a couple of demos from the guys at Everything Xcelsius:
http://www.youtube.com/user/XcelsiusGurus

If you find any SAP BusinessObjects videos that you think others would benefit from, just add links to them in a posted comment.

«Good BI»

Cool Xcelsius Dashboards and Where to Find Them

May 29th, 2009 9 comments

They’ve Got Style

I continue to be amazed by the dashboards being developed by our customers and partners to meet on going business needs.  Across every industry and every organization, regardless of size, companies are able to consolidate information into a single, interactive dashboard view.  Customers constantly ask me for examples of what other organizations have done, so I decided it was time to assemble a list of the best Xcelsius websites with samples.

Some of my Favorites

  1. My absolute favorite site is Inverra.  They are constantly updating their site with unique KPI centric examples.
    http://www.inverra.com/Dashboards/demos.htm
  2. Analysis Factory.  Very professional graphics.  Their supply chain example is tops.
    http://www.analysisfactory.com/gallery.html
  3. MyXcelsius Showcase.
    http://myxcelsius.com/showcase/
  4. Everything Xcelsius
    http://everythingxcelsius.com/showcase
  5. SAP SDN Xcelsius Samples. These samples are either from SAP or have been uploaded from customers.

    https://www.sdn.sap.com/irj/boc/xcelsius-samples

Dashboarding Ideas

Need to keep you finger on the pulse of the dashboarding scene?  Looking for great ideas around dashboards in general?  There is one website above all others that has great information about creating dashboards with both Xcelsius and non-Xcelsius based technologies.  The website is Dashboard Spy and I highly recommend you give it a look.
http://dashboardspy.com/

They also have a great list of dashboard screenshots that’s worth a look:
http://dashboardspy.com/screenshots.html

«Good BI»

Categories: Xcelsius Tags: ,

Some controls on this presentation can’t be activated – Xcelsius! Help!

May 20th, 2009 11 comments

At SAP BusinessObjects I work in the role of a Solution Advisor and I have a collection of Xcelsius dashboard examples.  I also receive new Xcelsius models from my colleagues from time to time.  Several months ago I ran across a strange problem with my Xcelsius powerpoints.  When I moved documents from one machine to another I began having problems openning these powerpoints and viewing my Xcelsius models.

Can’t be Activated in Aggravating

When opening powerpoint, I would see the following Windows error:

Some Controls on the Presentation cant be activated

Some Controls on the Presentation can't be activated. They might not be registered on this computer.

I was left wondering if this was a problem with the new Powerpoint 2007, so an incompatibility between Xcelsius 4.5 and 2008.  After some research and an excellent article from the Xcelsius Journal, I was relieved to find out it was neither.  It was all about the flash viewer within Powerpoint.

Solving This Devilish Problem

Although I had long since upgraded my flash player within my Firefox browser, Powerpoint continued to hold on to the old flash version.  Although I upgraded my flash player within Internet Explorer, Powerpoint didn’t seem to see it.  Instead it was still using an old flash player and therefore I continued to get the message:  Some controls on this presentation can’t be activated.  They might not be registered on this computer.   It was so frustrating.  Eventually I was forced to manually perform a flash uninstall and a fresh reinstall.

Uninstalling Your Flash Player

For additional details about uninstalling your flash player, I recommend you refer to this article: http://kb2.adobe.com/cps/141/tn_14157.html

As a shortcut to the files referred to in this article, I have provided references to the Windows Uninstall programs here:
http://download.macromedia.com/pub/flashplayer/current/uninstall_flash_player.exe

Next, you will need to launch Internet Explorer and go to the adobe website.
http://get.adobe.com/flashplayer/

In some cases, you may want to manually download the installer for use offline.   Consider going to this site and downloading the flash player installer for manual installations.
http://get.adobe.com/flashplayer/otherversions/

Back Flashy Presentations

Now that you’ve upgraded the flash player referenced by Powerpoint, you can get back to viewing those flashy Xcelsius presentations.  In the future I would expect Microsoft and Adobe to fix this problem.  I hope I never have to see this message again:  Some controls on this presentation can’t be activated.  They might not be registered on this computer.

«Good BI»

Categories: Administrators, Xcelsius Tags:

BusinessObjects XI 3.1 Features

October 22nd, 2008 38 comments

I haven’t seen a lot of information available that talks about what’s new in the release of the latest version, BusinessObjects XI 3.1, so I thought I would point out some of the highlights I’ve come across.  You may also want read the complete What’s New in BusinessObjects XI 3.1 guide from the website.

Release Highlights

BusinessObjects XI 3.1 is a release that is focused on bringing parity to our platform support for both Java and .NET.  In BusinessObjects XI 3.0 we did not provide a .NET version of our standard BI portal, InfoView.  In BusinessObjects XI 3.1 we have released a native .NET portal which has near parity with the Java version.  I say near parity, because there are a few things missing, namely:

  • Encyclopedia
  • Dashboard Builder
  • Voyager
  • BI Mobile
  • Polestar

For companies who find comfort in an all Microsoft World, this release will be welcomed.  BusinessObjects XI 3.1 has added support for Windows Server 2008, SQL Server 2008 and Sharepoint Portal Server 2007.  (There is also Microsoft Active Directory Forest Support as well!)  If you are using the SAP Integration Kit, this is also now available on the .NET platform.

Web Application Container Service

One of the way in which BusinessObjects has been able to balance both rich feature sets and cross platform compatibility is through the introduction of a new server to the BusinessObjects Platform.  This service is called the WACS, Web Application Container Service, and is a java container.  What this allows BusinessObjects to do is to run existing java applications through the BusinessObjects framework.

Let me explain how this will work in practice.  The BusinessObjects Administration Console, the CMC, is written in Java.  Instead of rewritting this application in .NET, BusinessObjects simply added the WACS to the BusinessObjects service bus and will execute application via this service.  The beauty of this solution is that the .NET administrator never has to worry about it.  BusinessObjects manages everything.

What other Applications can use the WACS?

Besides the CMC, there are a number of other applications that could within the WACS.  This includes:

  • Interactive DHTML Viewer for WebIntelligence
  • Query as a Web Service (for supporting Xcelsius)
  • LiveOffice

There is an important document that covers what is supported and what is not supported within the WACS framework.  In theory all native java-based aspects of the BusinessObjects application suite could be run through the WACS but the question is whether or not it is officially supported.  This document is called:  Web Application Container Server (WACS): Supported and Unsupported Features for BusinessObjects Enterprise XI 3.1and it explains the details.  You can download it here.

Additional Platform Enhancements

BusinessObjects XI 3.1 supports IPv6 100% across the product suite (except for Desktop Intelligence).  They have also added their first native 64-bit architecture.  Since BusinessObjects XIr2 SP3, the platform has been able to run on 64-bit operating systems however the platform still runs as a 32-bit application.  The first native 64-bit release is an the HP-UX IA-64 Itanium hardware.

Life Cycle Manager

Life Cycle Manager, LCM for short, s a web-based utility that allows the administrator to:

  • Promote BI content from one system to another (without affecting the dependencies of the content)
  • Manage dependencies of BI content
  • Manage different versions of BI content
  • Roll back (yahoo!) promoted BI content

This tool does not install with the platform, but is a separate install.

“So isn’t that what the Import Wizard is for?”, you may be asking?  Well, certainly the import wizard has been used to provide this type of functionality in the past – especially with the introduction of BIAR files in BusinessObjects XI; however I think you’ll see from the list of features in LCM, it is better to have a specialized tool for the LCM process.

Life Cycle Manager provides a number of features over the Import Wizard (besides rollback) including:

  • Granular control over the objects selected (yes, we trust you)
  • Scheduling Promotions Jobs (a job is a collection of BI content or InfoObjects to be precise)
  • Integrated Version Control (via Subversion)
  • Database connection overrides and mapping (Tired of changing database connection strings?)
  • Auditing
  • The ability to “preview” to changes before committing them
  • Rollback, Did I mention rollback?

There is a new LCM Job server which has been added to the platform to manage the promotion process.

Have you ever created a BIAR file and realized you missed a file?  Now with LCM you can save your Promotion job and use it to generate a BIAR file.  If you find that something is missing, you can simply open up the promotion job , select the missing objects and regenerate the BIAR file.

BIAR ≠ BIAR

When is a BIAR file not a BIAR file?  Well, with the LCM tool, the BIAR files which are generated by the LCM tool are LCMBIAR files.  As the name indicates, the LCMBIAR files are NOT compatible with the BIAR files used with the Import Wizard.  Bummer.

Voyager

Voyager was the other biggie.  A lot of work was put into providing interface enhancements and increased performance.  This is probably the last release before the eagerly anticipated release of “Pioneer” in 2009, which will combine Voyager’s intuitive user interface with the powerful OLAP capabilities of the BEx OLAP tools.

Voyager now has a number of new visualizations including Box-Plot, Scatter, Bubble and Radar charts.    There are also a number of features that were in OLAP Intelligence, which were missing in earlier versions of Voyager, namely, Exception highlighting, URL Linking to other BI Content and Favorite Groups.

Have you ever made a mistake when building a Voyager workspace?  Well, now you have full undo/redo capabilities.  After being so used to the undo/redo capabilities in WebIntelligence, I always found the missing feature extremely annoying and I’m sure other did to.

Fly Over Of Additional Features

Rather than talk about additional features in detail, I thought I would briefly mention some of them here and perhaps in the future I can blog about them in detail if there is interest.

Semantic Layer -Support for BEGIN_SQL, Prompt support for codes AND descriptions.

Crystal Reports – Dual Monitor support, flash printing to PDF.

WebIntelligence -Support for Extension Points, Auto-Save, RelativeValue(), Multi-Pass Bursting

SAP Integration – SNC for BusinessObjects Universes (Prior to XI 3.1, this was only available for Crystal Reports), Improve Prompt Support for Hierarchy and Hierarchy Node dependencies.

Dashboard Builder – Printing, Interportlet Communication

Summary

There are some good things that have come out in this latest release.  This release is also the latest ‘reset point’ for BusinessObjects XI 3.X maintenance, so you can expect fix packs for XI 3.0 to no longer be released.

Hope you found this information useful.  I’ve tried to keep it short and sweet.

«Good BI»

Xcelsius 2008 and Refresh On Load

September 29th, 2008 3 comments

Are you used to the new Xcelsius 2008 yet?  The release of SP1 has definately been a big improvement.  Like many others, I struggled with the new and improved Xcelsius.  There were a few too many quirks for me and until the release of SP1, I went back to Xcelsius 4.5.

Besides the fact that there are several “little things” that work differently between Xcelsius 2008 and 4.5, I did notice a couple of bigger things.  One in particular was the Refresh on Load feature.  I found that there was a big difference between setting the data connection to refresh on open and setting the Connection Refresh button to refresh on load.

Although I did discover a whitepaper that eventually explained it all to me, I ended up figuring this one out on my own.  I should have asked myself early on why there was a ‘refresh on open’ on both the data connection AND the connection refresh.

Data Connection – Refresh on Load

When the SWF file is launched, data is retrieved from the spreadsheet and any data connections, and then dashboard components are generated.  The Refresh On Load option forces the Data Connection to retrieve data from the source before the components are generated.

What’s the downside? The downside I discovered is that you cannot use values from the controls within the Xcelsius model to drive the prompts in your web services because in reality, the controls haven’t been ‘created’ yet.  I found that even though I had default values of “All” hard-coded in my model, I could NOT get my web services queries to fire.  Instead I would get the message:  All prompts are not filled.

In order to avoid this message, you can NOT refresh the data connection on open.  Instead you much create a connection refresh as an object on your Xcelsius model.

Connection Refresh – Refresh on Load

Connection Refresh works like it did in Xcelsius 4.5.  I wrongly assumed that I would no longer need to use a connection refresh in Xcelsius 2008, but due to the issue of not being able to set values for prompts, I found they were still necessary.

BUG?  I’m not sure if it’s a bug, but I also found that if I evoke the dynamic visibility on a Connection Refresh and the object is hidden, then the refresh on open does not work.

Here is an example (the connection refresh buttons are hidden)

Then the user clicks on the setup icon and they are exposed

From a demonstration perspective, I like to hide my Connection Refresh buttons and only display them once the user clicks in a specific area to view them.  In my case I was unable to get the refresh on open to fire on a Connection Refresh if at the time the model was opened, the object was hidden.

NOTE:  To work around this bug, I added a “transparent” button at the top of my model which was NOT hidden.  It was transparent the user could not see it.   When the model opened, the transparent CR button refreshed my web services.  This allowed me to keep my buttons “hidden” but get past the refresh bug.

Final Alternative

Creating an extra step in the lookup logic will make it possible for you to be able to use the data connection – refresh on load AND have the prompts work correctly.  Instead of having the prompt use the target cell of a selector (e.g. B2) , create a second cell that says:  =IF(ISBLANK(B2), “Default Value”, B2) and have the prompt use it instead.  This way, even if the selector value is blank, because the object has not yet been created, the prompt will always have a valid value.

Click here to download sample. BTW,I did not include the database and web service for this sample.

In Crystal Xcelsius 4.5, I was so accustomed to having my web service query prompts feed from the target cells, that it took me a little while to realized that this formula would fix the problem as well.

Summary

Based upon these findings, here are my thoughts:

  • If you want the model to come up faster (before the data has been retrieved), then always use a connection refresh – refresh on open.
  • If you want to model to have the latest data at the time it opens, then always use a data connection – refresh on open.

In general, my personal preference is to use the connection refresh because I think it’s better to allow the user to see the model as soon as possible and then wait for the refresh of the data.  I also like it because it means i don’t have to update my old Xcelsius 4.5 models to use the interim calculation I describe above.

Again, here is the whitepaper just in case you want to read the full details.

Hope this helps you as much as it helped me.

«Good BI»

Categories: Xcelsius Tags: , ,