bi dashboardingui guide
DESCRIPTION
Dashboards, SAP,BI Dashboarding UI GuideTRANSCRIPT
UI GUIDELINES
Industry Value Accelerator Front-EndAuthors:Michael SanjongcoYouko Watari
August, 2009 Version 1
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Title: UI Standards for Industry Value Accelerators Front-EndComponents
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Table of Contents:
Versions..................................................................................................................... 6Open Issues............................................................................................................... 71 Overview............................................................................................................. 8
1.1 Who Should Use This Document..................................................................81.2 Prerequisites ..................................................................................................81.3 General Guiding Principals ...........................................................................8
1.3.1 Design Standards.................................................................................................81.3.2 IVA Development Methodology and Best Practices ...........................................9
1.3.3 Additional References and Resources..............................................................102 IVA Framework Overview................................................................................ 11
2.1 Definition of M1 and M2 Builds ...................................................................112.2 Definition of IVA UI Framework...................................................................112.3 Window Types..............................................................................................12
2.3.1 M1 Primary Window – Tabbed Structure...........................................................12
2.3.2 M1 Primary Window – Non-Tabbed Structure...................................................14
2.3.3 M1 Secondary Window.......................................................................................15
2.3.4 M2 Primary Window – Tabbed Structure...........................................................16
2.3.5 M2 Primary Window – Non-Tabbed Structure...................................................17
2.4 Navigation ....................................................................................................172.4.1 Navigation – Tabbed...........................................................................................17
2.4.2 Navigation – Non-Tabbed...................................................................................193 Dashboard Builder Standards ........................................................................ 21
3.1 Dashboard Builder Setup............................................................................213.2 Navigation Region Standards .....................................................................223.3 Content Head Standards .............................................................................23
3.3.1 Configuration Standards for Viewer..................................................................234 IVA HTML Wrapper Standards........................................................................ 25
4.1 Navigation Region Standards .....................................................................255 Xcelsius Standards.......................................................................................... 26
5.1 Development Environment Setup Requirement ........................................275.2 Xcelsius Canvas Standards ........................................................................28
5.2.1 Canvas Size and Theme.....................................................................................28
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5.2.2 Canvas Properties..............................................................................................29
5.3 Content Region Standards..........................................................................295.3.1 Xcelsius Framework...........................................................................................29
5.4 Header ..........................................................................................................315.4.1 Header Layout ....................................................................................................31
5.4.2 Title Properties ...................................................................................................32
5.4.3 Header Detail Properties ....................................................................................32
5.5 Side Bar........................................................................................................355.5.1 Side Bar Background Properties.......................................................................35
5.5.2 Side Bar Layout ..................................................................................................35
5.5.3 SAP IVA Branding Properties ............................................................................36
5.5.4 IVA Logo Properties ...........................................................................................37
5.5.5 Side Bar Detail Properties..................................................................................37
5.6 Body .............................................................................................................415.6.1 Body Layout .......................................................................................................41
5.6.2 General Body Layout Guidelines.......................................................................41
5.6.3 List of Components Included in Body...............................................................43
5.6.4 Title Bar Properties ............................................................................................48
5.6.5 Background Properties ......................................................................................48
5.6.6 KPI Table Properties...........................................................................................49
5.6.7 Combo Chart Properties ....................................................................................50
5.6.7.1 Combo Chart Layout ....................................................................................50
5.6.7.2 Combo Chart Series.....................................................................................51
5.6.7.3 Combo Chart Axes.......................................................................................53
5.6.7.4 Combo Chart Texts ......................................................................................54
5.6.8 Column Chart Properties ...................................................................................55
5.6.8.1 Column Chart Layout ...................................................................................55
5.6.8.2 Column Chart Series....................................................................................55
5.6.8.3 Column Chart Axes......................................................................................55
5.6.8.4 Column Chart Texts .....................................................................................55
5.6.9 Bar Chart Properties...........................................................................................56
5.6.10 Stacked Column/Bar Chart Properties ..............................................................56
5.6.10.1 Stack Column/Bar Chart Layout ...................................................................56
5.6.10.2 Stack Column/Bar Chart Series....................................................................56
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5.6.10.3 Stack Bar Chart Axes...................................................................................57
5.6.10.4 Stack Bar Chart Texts ..................................................................................57
5.6.11 Line Chart Properties .........................................................................................57
5.6.11.1 Line Chart Layout.........................................................................................57
5.6.11.2 Line Chart Series .........................................................................................57
5.6.11.3 Column Chart Axes......................................................................................58
5.6.11.4 Column Chart Texts .....................................................................................58
5.6.11.5 Line Chart Series .........................................................................................58
5.6.12 Pie Chart Properties ...........................................................................................58
5.6.12.1 Pie Chart Layout ..........................................................................................59
5.6.12.2 Pie Chart Series...........................................................................................59
5.6.12.3 Pie Chart Texts ............................................................................................59
5.6.13 What-If Properties...............................................................................................60
5.6.14 Alerts Properties ................................................................................................61
5.6.15 Trends Properties...............................................................................................62
5.6.16 Drop Down Properties........................................................................................62
5.6.17 Tab Properties ....................................................................................................63
5.6.18 Click Box Properties...........................................................................................64
5.6.19 Radio Button Properties.....................................................................................64
5.6.20 Detail Report Link Properties.............................................................................656 Web Intelligence Standards............................................................................ 67
6.1 WebI Report Layout .....................................................................................676.1.1 First Page Layout ...............................................................................................67
6.1.2 Subsequent Page Layout...................................................................................69
6.2 Page Header.................................................................................................706.2.1 Report Header Properties ..................................................................................70
6.2.2 SAP Branding Properties...................................................................................71
6.2.3 IVA Branding Properties ....................................................................................71
6.3 Report Title...................................................................................................726.3.1 Report Title Properties.......................................................................................72
6.3.2 Report Subtitle Properties .................................................................................72
6.4 Section Header.............................................................................................736.4.1 Section Header Bar Properties ..........................................................................73
6.5 Report Body .................................................................................................74
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6.5.1 List of Visualization Included in Report Body...................................................746.5.2 Color Palette.......................................................................................................75
6.5.3 Column Chart, Bar Chart, and Stacked Column Chart Properties ...................76
6.5.4 Pie Chart Properties ...........................................................................................79
6.5.5 Table and Cross Tab Chart Properties ..............................................................80
6.6 Page Footer..................................................................................................826.6.1 Report Footer Properties ...................................................................................82
6.6.2 Run Date Properties ...........................................................................................82
6.6.3 Page Number Properties....................................................................................83Appendix A: References and Resources.............................................................. 84
A.1 IVA Development Methodology ..................................................................84A.2 IVA Design and Development Templates...................................................84A.3 Visualization References and Tools ...........................................................85
Appendix B: UI Standards in Action – IVA Examples.......................................... 87
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VersionsQ2, 2009 Version 1 – First version
08/18/2009 V1.1
Added a screenshot of TPE integrated withinCRM
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Open IssuesDate Issue Reason (e.g. Technical, Design
Decision, etc…)Status
7/1/2009 Use of Adobe Flex Need to figure out how to use this for M1and determine specific UI standards thatwill be applied
WIP
7/1/2009 Need to include CRM/TPEexample
Show how IVA can be integrated withinSAP Portal.
WIP
Text in orange: Topics that are still under discussion and may or may not change
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1 OverviewThis document defines the User Interface (UI) guidelines for designing and deploying IndustryValue Accelerator (IVA) front-end components (“dashboard”). These guidelines mainly cater toIVA built in Xcelsius, SAP BusinessObjects (SBO) Dashboard Builder, SAP BusinessObjectsWeb Intelligence and SAP Portal.
1.1 Who Should Use This DocumentThe target audiences of this document are as follows:
Existing and new members of Industry Analytics Architecture & Engineering team,specifically those who will be responsible for building Milestone 1 (M1) and/or Milestone 2(M2) IVA builds
SAP BusinessObjects (SBO) Field Services professionals and/or SBO pre-salesconsulting professionals who will be responsible for building M1 an/or M2 IVA builds
Any other members of SAP entities outside Industry Analytics who may be involved withM1 and/or M2 build activities
Please see the section 2.1, Definition of M1 and M2 Builds for more explanation of what M1 andM2 build are.
1.2 PrerequisitesThis document assumes that the reader of this document has a working knowledge of the specificSAP BusinessObjects software used within the IVA solution, specifically:
SAP BusinessObjects Dashboard Builder
Xcelsius
SAP BusinessObjects Web Intelligence
SAP Portal
Hence, this document does not explain how and where some of the configuration and layoutstandards and specifics are set up within the tools mentioned above. For more information on thespecific product functionality mentioned in this document and how to use the functionality, pleaserefer to the User’s Guide for the particular product.
It also assumes that the reader is familiar with the IVA solution architecture and developmentmethodology.
1.3 General Guiding Principals
1.3.1 Design StandardsThis UI Standards document is a part of overall SAP and IVA standards and methodology:
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General UI Standard and Guidelines – This UI Standard document follows the generalguidelines described in the SAP User Interface Standards.
Color Scheme – The basic set of colors (e.g. use of blue, gold, and gray as primarycolors) in this UI Standard document follows the standard SAP color palette as defined inSAP Brand Tools by SAP Global Branding Team. In addition, we follow thecolor/gradation scheme used within SAP CRM.
confidential© SAP 2008 / Page 1© SAP 2007 / Page 1
Secondary color palette100%
Primary color palette100%
Definition and halftone values of colors
RGB 68/105/125
RGB 96/127/143
RGB 125/150/164
RGB 152/173/183
RGB 180/195/203
RGB 4/53/123 RGB 240/171/0 RGB 102/102/102RGB 153/153/153RGB 204/204/204
RGB 21/101/112
RGB 98/146/147
RGB 127/166/167
RGB 154/185/185
RGB 181/204/204
RGB 85/118/48
RGB 110/138/79
RGB 136/160/111
RGB 162/180/141
RGB 187/200/172
RGB 119/74/57
RGB 140/101/87
RGB 161/129/118
RGB 181/156/147
RGB 201/183/176
RGB 100/68/89
RGB 123/96/114
RGB 147/125/139
RGB 170/152/164
RGB 193/180/189
RGB 73/108/96
RGB 101/129/120
RGB 129/152/144
RGB 156/174/168
RGB 183/196/191
RGB 129/110/44
RGB 148/132/75
RGB 167/154/108
RGB 186/176/139
RGB 205/197/171
RGB 132/76/84
RGB 150/103/110
RGB 169/130/136
RGB 188/157/162
RGB 206/183/187
85%
70%
55%
40%
RGB 158/48/57Tertiary color palette100%
85%
70%
55%
40%
SAP Blue SAP Gold SAP Dark GraySAP GraySAP Light Gray
Dove Petrol Violet/MauveWarm RedWarm Green
Cool Green Ocher Warning RedCool Red
Figure 1: SAP Color Palette
1.3.2 IVA Development Methodology and Best PracticesFrom the project management and solution build point of view, the IVA Front-End build activitiesare defined in the following:
IVA Solution Development Methodology – This methodology defines the end-to-endprocess, tasks, deliverables, stakeholders, etc. for the IVA development. The M1 and M2build are key phases within this methodology.
Important Note: Specific Xcelsius visualization best practice (e.g. what type of chart issuitable to what type of analysis) is to be documented within the methodology. Hencethis document only includes those types of visualization that are included in the bestpractice.
IVA Architecture & Engineering M1 & M2 Process – This is a sub-set of the abovemethodology and further defines detail activities included in the M1 & M2 phases
IVA Architecture & Engineering Standards and Best Practices – This defines keyA&E development standards outside UI standards, such as naming convention, filingrules, packaging standards, and other development best practices
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Specific locations on where to find the above contents are included in the Appendix section of thisdocument.
1.3.3 Additional References and ResourcesWe have variety of additional reference and resources that help IVA Solution Managers andArchitect with understanding best practices in visualization design and Xcelsius design. Pleasesee Appendix A for the list of resources.
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2 IVA Framework Overview
2.1 Definition of M1 and M2 BuildsAn IVA solution is developed using aforementioned IVA Solution Development Methodology.Through the development process following the methodology, an IVA, as a physical technicalsolution progresses its form and capability from Milestone 1 (M1) build to Milestone 2 (2) build.
M1 Build – It is a disconnected model. Primary use of M1 is to socialize the specific IVAto IVA’s specific industry stakeholder and further refine the use case for the IVA, andrefine requirements for the KPIs, visualization, and workflow. The data for M1 build isstatic and may be mocked up. In most cases, a M1 build consists of one or multiple SWFfiles generated from Xcelsius. Multiple SWF files are bundled together as a single tab-format dashboard rendered through HTML page. PDF mock-ups of Web Intelligencereports may be linked from the SWF.
M2 Build – It is a connected model and is a solution available to qualified SAP customersand partners for deployment. The data for M2 build is dynamic sourced from SAP BW orother data sources. In most cases, a M2 front- end build consists of one or multiple SWFfiles generated from Xcelsius. Multiple SWF files are bundled together as a single tab-format dashboard using Dashboard developed via SBO Dashboard Builder and accessedvia InfoView. Refreshable Web Intelligence reports may be linked from the SWF.
2.2 Definition of IVA UI FrameworkIn general, the IVA UI Framework consists of following SAP BusinessObjects elements:
Dashboard tab structure via SAP BusinessObjects Dashboard Builder (M2 Build only) orSAP Portal
Dashboard tab structure via IVA A&E HTML wrapper
Dashboard contents defined and deployed via Xcelsius (M1 and M2 Builds)
Detail reports defined and deployed via SAP Business Objects Web Intelligence (M1 andM2 Builds)
The elements in the UI Framework above are described in the following section of this document;specific UI standard for each of the elements are included.
In addition, the M1 and M2 build IVA can be deployed using the SAP Portal (see below example):
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Figure 2: Trade Promotion Effectiveness (TPE) IVA integrated within SAP CRM portal
2.3 Window TypesThis section describes the window types used within IVA and how the Framework above isapplied within the window.
Within IVA, since M1 (disconnected stand-alone build) and M2 (fully-connected, integrated build)uses different SBO elements as described below with a certain product behavior and limitations inthe look and feel, the window standards are defined based on the build type (M1 or M2).
The following is the general definitions of primary and secondary windows:
Primary Window: The primary window is the window that the user first sees when theylog into the application and return to after interacting with other windows. A primarywindow is a window which contains information that is essential, important, or occurs firstin a sequence in the user's interaction with an application. There is only one primarywindow.Secondary Window: A secondary window is a child window and is opened from theprimary window or other secondary windows. In the context of IVA, a secondary windowcan be a window that is used for providing detailed level analysis via pop-up or a detailreport.
2.3.1 M1 Primary Window – Tabbed Structure
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Figure 3: M1 Primary Window Elements
Callout Name Description Tool (Format)
A NavigationRegion
The primary navigation for the IVA, in a tabstructure is displayed here.
IVA A&E Wrapper (HTML)
B ContentRegion
Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
Below is an example of a M1 primary window with tabs using IVA A&E Wrapper and Flash SWFfiles, run on Internet Explorer:
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Figure 4: Example of M1 Primary Window with Tabs
2.3.2 M1 Primary Window – Non-Tabbed StructureSome IVAs do not have contents across multiple tabs. In such a situation, the Navigation Regionabove (using the IVA A&E Wrapper) is not used.
Below is an example of a M1 primary window with without tabs, run on Internet Explorer:
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Figure 5: Example of M1 Primary Window without tabs
2.3.3 M1 Secondary WindowThere is no secondary window within M1 build. However, Content Region within the M1 buildmay contain a pop-up window or a link to a static Web Intelligence report. The specific standardsfor those elements are explained within Xcelsius Standards (for pop-up) and Web IntelligenceStandards (for Web Intelligence reports).
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Figure 6: Example of M1 Primary Window with a “pop-up”
2.3.4 M2 Primary Window – Tabbed Structure
Figure 7: M2 Primary Window Elements
Callout Name Description Tool (Format)
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A NavigationRegion
The primary navigation for the IVA, in a tabstructure and menu structure for sub-pagesis displayed here.
SAP BusinessObjectsDashboard Builder(Dashboard)
B ContentHead
The Content Head contains the name of theContent area.
SAP BusinessObjectsDashboard Builder(Dashboard)
C ContentRegion
Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
2.3.5 M2 Primary Window – Non-Tabbed StructureSome IVAs do not have contents across multiple tabs. In such a situation, the Navigation Regionand Content Header above (using SBO Dashboard Builder) are not used.
See section 2.3.2. M1 Primary Window – Non-Tabbed for an example of how this window looks.
2.4 NavigationThe navigation for IVAs varies based on the specific IVA’s use cases. Each IVA’s navigationsand workflow is defined within the IVA’s Visualization Mock-up document and VisualizationSpecification document. The following describes a general navigation used within the M1 and M2builds.
2.4.1 Navigation – TabbedThe following explains typical navigation for IVAs that includes multiple tabs.
The first tab in the primary window isenterprise/executive (or highest aggregateddimension) area. This should be the “at aglance” or summary KPI area where theanalysis starts.
Summary KPI table is placed upper left of theContent Region.
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Clicking on one of the KPIs on the KPI table willdynamically change the display for the othercharts/tables/graphs on the tab to displaycorresponding measures and dimensions fordetail-level analysis.
Some of the detail level analysis may include aradio button or check box that allows additionalmeasure(s) to be displayed.
Use the Navigation Region to do furtheranalysis specific to certain business/subjectarea. The navigation within a business/subjectarea is similar to the enterprise/executive area.
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2.4.2 Navigation – Non-Tabbed
The first view of the primary window isenterprise/executive (or highest aggregateddimension) area.
Summary KPI table is placed upper left of theContent Region.
Clicking on one of the KPIs on the KPI table willdynamically change the display for the othercharts/tables/graphs on the tab to displaycorresponding measures and dimensions fordetail-level analysis.
Additional visualization can be displayed by theuse of radio buttons or click boxes.
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Fisheye or drop down list on the header areaallows dimension-specific analysis.
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3 Dashboard Builder StandardsThis section explains the UI standards for the Navigation Region and Content Head using SAPBusinessObjects (SBO) Dashboard Builder (callouts A and B below). The standards for theContent Region are explained in section 5. Xcelsius Standard.
Figure 8: M2 Primary Window Elements
Callout Name Description Tool (Format)
A NavigationRegion
The primary navigation for the IVA, in a tabstructure and menu structure for sub-pagesis displayed here.
SAP BusinessObjectsDashboard Builder(Dashboard)
B ContentHead
The Content Head contains the name of theContent area.
SAP BusinessObjectsDashboard Builder(Dashboard)
C ContentRegion
Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
3.1 Dashboard Builder SetupThe default style for the Dashboard Builder should be set up as “Windows.” The followingstandards for the Navigation Region and Content Header are based on the default property of the“Windows” style.
Should a specific IVA require different look & feel for its deployment purpose, the CMCpreference function can allow setting different page style or creating a new style.
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Figure 9: Dashboard and Analytics Preference screen in CMC
3.2 Navigation Region StandardsThe Navigation Region contains two layers of navigation for IVA:
Figure 10: Navigation Region using SBO Dashboard Manager
Callout Name Dashboard Manager TechnicalFunctionality Used
UI Standard
A Tabs Dashboard Builder Tab function.
Use “Add a new tab” button to addadditional tabs.
Use standard product functionality tocreate tabs and set visualizationspecifications in terms of size, font,and color. No customizationsnecessary.
Some IVAs may require the first tabto have sub tabs. Default structureof Dashboard Builder’s first tab doesnot include sub tabs and does notallow sub tabs. Configure the firsttab so that second tab with sub tabswill be show as the display for thefirst tab.
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Callout Name Dashboard Manager TechnicalFunctionality Used
UI Standard
B Sub Tab Dashboard Builder Sub Tab function.
Use “Add a new sub tab” button toadd additional sub tabs.
Use standard product functionality tocreate sub tabs and set visualizationspecifications in terms of size, font,and color. No customizationsnecessary.
3.3 Content Head StandardsContent Head provides a heading title for the Content Region1 and acts as a container/viewer forthe Flash file developed via Xcelsius.
Figure 11: Content Head using SBO Dashboard Manager
Callout Name Dashboard Manager TechnicalFunctionality Used
UI Standard
A ContentTitle
Dashboard Builder’s Analytic Viewerfunction.
Use Analytic Toolkit for adding newViewer.
Use standard product functionalityto create viewer and setvisualization specifications interms of size, font, and color. Nocustomizations necessary.
3.3.1 Configuration Standards for ViewerUnder the “Content” configuration area for the Viewer, set “Document Retrieval Properties” as“Display document read from original document list only”
1 See “Xcelsius Standards” section of this document for the Content Region UI standards.
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Figure 12: M2 Document Retrieval Properties
Under the “Layout” area for the Viewer, set the “Display as” option to:
“A window inside a tab” option
“Default Style” as the window style
Figure 13: “Layout” properties
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4 IVA HTML Wrapper StandardsThis section explains the Navigation Region using IVA HTM Wrapper (callout A below). Thestandards for the Content Region are explained in section 5. Xcelsius Standard.
Figure 14: M1 Primary Window Elements
Callout Name Description Tool (Format)
A NavigationRegion
The primary navigation for the IVA, in a tabstructure is displayed here.
IVA A&E Wrapper (HTML)
B ContentRegion
Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
4.1 Navigation Region StandardsThe Navigation Region contains single layer of navigation for IVA, using HTML as a language tocreate simple tabbed structure to house a Flash SWF file in each tab.
Figure 15: Example of Navigation Region using IVA A&E Wrapper
The font and color standards have been setup within the cascading style document used for thehtml file. No further customization other than the tab names (specific to IVA) is necessary. Formore specific instructions on how to modify the tab names, please refer to the instructionsincluded in the Wrapper HTML package.
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5 Xcelsius StandardsThis section explains the UI standards for the Content Region using Xcelsius. As described insection 2.3 Window Types, the Content Region is defined as follows for M1 and M2:
M1 Primary Window
Figure 16: M1 Primary Window Elements
Callout Name Description Tool (Format)
A NavigationRegion
The primary navigation for the IVA, in a tabstructure is displayed here.
IVA A&E Wrapper (HTML)
B ContentRegion
Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
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M2 Primary Window
Figure 17: M2 Primary Window Elements
Callout Name Description Tool (Format)
A NavigationRegion
The primary navigation for the IVA, in a tabstructure and menu structure for sub-pagesis displayed here.
SAP BusinessObjectsDashboard Builder(Dashboard)
B ContentHead
The Content Head contains the name of theContent area.
SAP BusinessObjectsDashboard Builder(Dashboard)
C ContentRegion
Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
5.1 Development Environment Setup RequirementThe screen resolution under the display property of your monitor on your developmentenvironment needs to be set up as 1280 by 768 pixels or more.
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5.2 Xcelsius Canvas StandardsXcelsius canvas defines the size and color of the outer frame of the Content Region. Standardsize for IVA is as follows:
5.2.1 Canvas Size and Theme
Property Standards
Width 1280 pixels
Height 768 pixels
Theme Elan
Default ColorScheme
Current Theme Colors
Although this theme does not include official SAP colors, itincludes basic set of colors that we can use to follow the SAPcolor palette (gold, blue, and gray)
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Figure 18: Xcelsius Standard Layout
5.2.2 Canvas Properties
Property Standards
Type Solid
Color RGB 242/242/242
5.3 Content Region Standards
5.3.1 Xcelsius FrameworkThe Content Region using Xcelsius contains the following sub areas:
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Figure 19: Xcelsius Framework
Callout Name Description Tool (Format)
A Header Includes page header and primary contentnavigation for the IVA.
SAP BusinessObjectsDashboard Builder(Dashboard)
B Side Bar The Content Head contains the name of theContent area.
SAP BusinessObjectsDashboard Builder(Dashboard)
C Body Content Region displays the content for theselected view. The branding is included inthis area.
Xcelsius (Flash)
An example of Content Region based on the above framework using Xcelsius looks like below:
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Figure 20: Example of Content Region using Xcelsius
The following sections explain each component included in the framework and standards forXcelsius objects.
5.4 Header
5.4.1 Header Layout
Figure 21: Example of Header Area
Callout Name Description
A Title Title of the Content Region (dashboard page)
B HeaderDetail
(Optional)
Houses navigation component that allows dynamic visibility of the bodyarea within the Content Region. Also may include other components thatare global to the IVA.
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5.4.2 Title Properties
Figure 22: Example of Title within Header Area
XcelsiusComponent
Type
Property Standards
Background Color RGB 152/175/220
Transparency 0%
Background
Border Scale 100%
Font Verdana
Font Style Bold
Font Size 14
Label
Font Color RGB 0/0/0
Print Button Transparency 100%
5.4.3 Header Detail Properties
Figure 23: Examples of Header Detail within Header Area
XcelsiusComponent
Type
Property Group Property Standard
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XcelsiusComponent
Type
Property Group Property Standard
Sizing Method Scale
Width 125
Images
Height 60
Horizontal Margin 5Thumbnails
Vertical Margin 0
Background Color RGB 255/255/255 (white)
Fisheye2
Label Header Color RGB 255/255/255 (white)
Default Color RGB 255/255/255 (white)
Over Color RGB 255/255/255 (white)
Thumbnails
Selected Color 6658507;RGB 101/153/203
Number of LabelsDisplayed
5Layout
List Transparency 0 %
Font Verdana
Font Type Bold
Text - Title
Font Color RGB 0/0/0 (black)
Font Verdana
Font Type Bold
Text - Labels
Font Color RGB 0/0/0 (black)
Combo Box3
Color - Labels Default Color RGB 0/0/0 (black)
2 Size of the fisheye component is defined by the number of buttons included in the fisheye. Thenumber of buttons is driven by each IVA’s requirements.3 Size of Combo Box is defined by height of the background that fits the component.
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XcelsiusComponent
Type
Property Group Property Standard
Over Color RGB 0/0/0 (black)
Selected Color RGB 255/255/255 (white)
Default Color RGB 227/227/227
Over Color RGB 150/168/195
Color – LabelBackgrounds
Selected Color RGB 52/75/109
Button Color RGB 108/155/225
Arrow Color RGB 255/255/255 (white)
Selected Button Color RGB 108/155/225
Color – Drop-DownButton
Selected Arrow Color RGB 255/255/255 (white)
Track Color RGB 255/255/255 (white)
Thumb Color RGB 150/168/195
Button Color RGB 255/255/255 (white)
Scroll Bar
Button Symbol Color RGB 0/0/0 (black)
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5.5 Side Bar
5.5.1 Side Bar Background Properties
XcelsiusComponent
Type
Property Standards
Background Color RGB 51/85/168
Transparency 0%
Background
Border Scale 100%
Figure 24: Side Bar Area
5.5.2 Side Bar Layout
Callout Name Description
A SAP IVABranding
The SAP logo and IVA branding area
B IVA Logo
(optional)
The IVA logo. The logo could be theparticular customer’s logo.
C Side BarDetails
External links and other industryspecific contents for the IVA
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Figure 25: Side Bar Layout
5.5.3 SAP IVA Branding Properties
Figure 26: Example of IVA Branding within Side Bar
XcelsiusComponent
Type
Property Group Property Standards
JPEG or SWFOptions
Image File Use “Side Bar Logo.psd” file
Resize Image toComponent
Yes
Embed File Yes
ImageComponent
Transparency 0%
Label Font Verdana
Font Type Bold
Font Size 14
Font Color RGB 255/255/255 (white)
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5.5.4 IVA Logo Properties
Figure 27: Example of IVA Logo within Side Bar
XcelsiusComponent
Type
Property Group Property Standards
JPEG or SWFOptions
Image File Use appropriate logo image file for theIVA
Resize Image toComponent
Yes
Embed File Yes
ImageComponent
Transparency 0%
5.5.5 Side Bar Detail PropertiesThe Side Bar Detail may contain variety of links and texts. The following are thelist of typical labels included in the Side Bar Detail area:
“Data As Of” text
Hyperlink group header text (e.g. “Links” or “My News”)
Hyper link text
Search Function button
Input text area
View function button
Search results display
Drop Down List
Figure 28: Example of IVA Logo within Side Bar
Each item above is explained below
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Side Bar Detail
Type
XcelsiusComponent
Type
PropertyGroup
Property Standards
Wrap Text Yes
Show Border No
Layout
Show Fill No
Font Verdana
Font Type Bold
Font Size 10
Font Color RGB 255/255/255 (white)
“Data As Of”Text
Label
Text
Alignment Center
Wrap Text Yes
Show Border No
Layout
Show Fill No
Font Verdana
Font Type Bold
Font Size 12
Font Color RGB 187/209/243
Hyperlinkgroup Header
Text
Label
Text
Alignment Left
Layout Show Button Background No
Font Verdana
Font Type Bold, Underlined
Font Size 10
Font Color RGB 255/255/255 (white)
Hyperlink Text URL Button
Text
Alignment Left
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Side Bar Detail
Type
XcelsiusComponent
Type
PropertyGroup
Property Standards
Default Color RGB 255/255/255 (white)Labels
Pressed Color RGB 255/255/255 (white)
Show Button Background YesLayout
Transparency 0%
Font Verdana
Font Type Bold
Font Size 10
Font Color RGB 1/72/128
Text
Alignment Center
Default Color RGB 255/255/255 (white)Button Color
Pressed Color RGB 255/255/255 (white)
Default Color RGB 255/255/255 (white)
Search
FunctionButtons
SearchConnectionRefresh
Labels
Pressed Color RGB 1/72/128
Font Verdana
Font Type Regular
Font Size 13
Font Color RGB 1/72/128
Input Text Text
Alignment Left
Input TextArea
Color Background Color RGB 255/255/255 (white)
Layout Show Button Background Yes
Font Verdana
View FunctionButton
URL Button
Text
Font Type Bold
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Side Bar Detail
Type
XcelsiusComponent
Type
PropertyGroup
Property Standards
Font Size 10
Font Color RGB 1/72/128
Alignment Center
Default Color RGB 255/255/255 (white)Button Color
Pressed Color RGB 255/255/255 (white)
Default Color RGB 255/255/255 (white)Labels
Pressed Color RGB 1/72/128
Layout Transparency 100%
Font Verdana
Font Type Regular
Font Size 14
Title Text
Font Color RGB 1/72/128
Font Verdana
Font Type Regular
Font Size 13
Labels Text
Font Color RGB 1/72/128
Labels Default Color RGB 1/72/128
Over Color RGB 1/72/128
Selected Color RGB 255/255/255 (white)
Default Color RGB 255/255/255 (white)
Over Color RGB 224/224/224
SearchResultsDisplay
List Box
LabelBackgrounds
Selected Color RGB 101/153/203
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Side Bar Detail
Type
XcelsiusComponent
Type
PropertyGroup
Property Standards
Track Color RGB 245/245/245
Thumb Color RGB 101/153/203
Button Color RGB 245/245/245
Scroll Bar
Button Symbol Color RGB 101/153/203
5.6 Body
5.6.1 Body LayoutThe Body area consists of one or more visualization panes which display IVA KPIs via table,graph, chart, or indicators. The layout of the components depends on the specific use case andworkflow required for the IVA solution.
General recommendation is not to exceed four (4) components within the Body area, as shown inthe below figure.
Figure 29: Recommended Visualization Pane Layout within Body Area
5.6.2 General Body Layout GuidelinesAs a rule, when you are viewing a dashboard, your eyes should be drawn to the information thatis most important. Follow the layout guidelines below for effective visualization design:
Most important information should be on the top left and highlight important information
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Figure 30: Example of 4-pane layout with a pop-out secondary window (Source: Stephen Few)
Workflow and dynamic visualization within a single Body area follows in the followingdirections in general:
o From Top to bottomo From Left to right
Hence the “landing” visualization usually is placed on the top left quadrant of the Body Grouping of Visualizations
o Arrange and group related visualizationso Use gray border for group container
Chart Borderso Do not use outer border for combo, bar, and line charts within a group containero Use outer border for pie chart
Chart Colorso For combo, bar, and line charts in which number of data series are between 1
and 3, use the following three as the standard colors: Blue – actual measure Green – target measure Gold – secondary measure
o For pie chart, since the number of slices to be included in the chart is usuallydynamic, use default colors based on the Elan color theme. If necessary, useSAP secondary colors (e.g. Dove, Petrol, Warm Red, etc.).
o Choose colors thoroughly depending on what you are trying to convey. Forexample, if you’re trying to convey attention, use colors that are hot like red and ifyou’re trying to make it less visible, use cooler colors.
Othero Avoid scroll bars; If the contents to be displayed is too large, consider use of
WebI report insteado Avoid use of tabs as much as possible; tabs increase the SWF file size and
affects performanceo Use click box for display/hide of additional contents/data pointso Add addition information around visualization like legend, dates, thresholds, etc.
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o Choose the right graph in order to display appropriate data i.e. bar chart vs. piechart
o Do not clutter the visualization with useless decorationo Deliver information in summaries and exceptions to highlight pertinent datao Choose the right text. For example, Verdana is great for dashboards that are
viewed via browser
Figure 31: Examples of fine and poor legibility (Source: Stephen Few)
For additional resources and references for visualization best practices, refer to the reference listin Appendix A.
5.6.3 List of Components Included in BodyAlthough each IVA may include different set of visualizations, the following is the list ofvisualization components generally included and standardized in IVA:
VisualizationComponent
Example
Title Bar
Background N/A
KPI Table
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VisualizationComponent
Example
Combo Chart
Column Chart
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VisualizationComponent
Example
Bar Chart
Stacked Column/BarChart
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VisualizationComponent
Example
Line Chart
Pie Chart
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VisualizationComponent
Example
What If
Alerts
Trends
Drop Down List
Tabs
Click Box
Radio Button
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VisualizationComponent
Example
Detail Report Link
5.6.4 Title Bar Properties
Figure 32: Example of a Title Bar
XcelsiusComponent
Type
Property Standards
Background Color RGB 150/177/249
Transparency 0%
Background
Border Scale 100%
Font Verdana
Font Style Bold
Font Size 12
Label
Alignment Left
5.6.5 Background Properties
XcelsiusComponent
Type
Property Standards
Background Color RGB 255/255/255 (white)
Transparency 0%
Background
Border Scale 100%
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5.6.6 KPI Table Properties
Figure 33: Example of a KPI Table
XcelsiusComponent
Type
Property Group Property Standards
Layout Show Gridlines Yes
Color Gridline Color 1/72/128
Over Color RGB 224/224/224Color – Rows
Selected Color RGB 101/153/203
Track Color RGB 245/245/245
Thumb Color RGB 101/153/203
Button Color RGB 245/245/245
Scroll Bar
Button Symbol Color RGB 101/153/203
Font
(Defined in theExcel sheet)
Font Verdana
SpreadsheetTable
Font Type Regular
Font Size 10
Font Color Automatic (black)
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5.6.7 Combo Chart Properties
Figure 34: Example of a Combo Chart
5.6.7.1 Combo Chart Layout
Figure 35: Combo Chart Layout Settings
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5.6.7.2 Combo Chart Series
Figure 36: Combo Chart Series Settings and Color Panel
The series type, shape, and colors are set as follows:
Series Type Shape Line Fill
Series 1 Column N/A N/A RGB 1/72/128
Series 2 Line Circle RGB 146/208/80 RGB 146/208/80
Series 3
(not shownabove)
Line Circle RGB 255/192/0 RGB 255/192/0
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Figure 37: Combo Chart Series Settings and Relationship to the Sample
The column and line settings are as follows:
Marker Size Transparency Enable Markers Notes
Column 25 0% N/A
Line 25 0% Yes
Marker Size can also dependon the number of series
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5.6.7.3 Combo Chart Axes
Figure 38: Combo Chart Axes Settings
Axes are set as follow:
Axes Line Color Thickness
Vertical Axis RGB 0/0/0 1
Horizontal RGB 0/0/0 1
Horizontal Gridlines – Major RGB 236/236/236 1
Horizontal Gridlines – Major RGB 236/236/236 1
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5.6.7.4 Combo Chart Texts
Figure 39: Combo Chart and Text Settings
Text Type Property Standards
ALL TEXTS Font Verdana
Font Color RGB 0/0/0
Chart Title Font Type Bold
Font Size 12
Alignment Center
Font Type Bold
Font Size 10
Sub Title
Alignment Center
Font VerdanaHorizontal (Category) Axis Title
Horizontal (Category) Axis LabelsFont Type Bold
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Vertical (Category) Axis Title
Vertical (Category) Axis Labels
Legend
Mouse-Over Values
Font Size 10
5.6.8 Column Chart Properties
Figure 40: Example of a Column Chart
5.6.8.1 Column Chart LayoutPlease see section 5.3.6.1 Combo Chart Layout for the standard.
5.6.8.2 Column Chart SeriesThe series colors and marker size are set as follows:
Series Fill Marker Size Transparency
Series 1 RGB 255/192/0
Series 2 RGB 1/72/128
25 0%
5.6.8.3 Column Chart AxesPlease see section 5.3.6.3 Combo Chart Axes for the standard.
5.6.8.4 Column Chart TextsPlease see section 5.3.6.4 Combo Chart Texts for the standard.
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5.6.9 Bar Chart Properties
Figure 41: Example of a Bar Chart
Please refer to section 5.3.7 Column Chart Properties for the layout series, axes, and textstandard.
5.6.10 Stacked Column/Bar Chart Properties
Figure 42: Example of a Stacked Column Chart
5.6.10.1 Stack Column/Bar Chart LayoutPlease see section 5.3.6.1 Combo Chart Layout for the standard.
5.6.10.2 Stack Column/Bar Chart SeriesThe series fill colors are set as follows:
Series Fill
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Series 1 RGB 1/72/128
Series 2 RGB 255/192/0
Series 3 RGB 255/192/0
AdditionalSeries
Use SAP Color Scheme as the selection guide
5.6.10.3 Stack Bar Chart AxesPlease see section 5.3.6.3 Combo Chart Axes for the standard.
5.6.10.4 Stack Bar Chart TextsPlease see section 5.3.6.4 Combo Chart Texts for the standard.
5.6.11 Line Chart Properties
Figure 43: Example of a Line Chart
5.6.11.1 Line Chart LayoutPlease see section 5.3.6.1 Combo Chart Layout for the standard.
5.6.11.2 Line Chart SeriesThe series colors and marker size are set as follows:
Series Shape Line Fill
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Series 1 Square RGB 1/72/128 RGB 1/72/128
Series 2 Circle RGB 255/192/0 RGB 255/192/0
Series 3 Star Varies Same as Line
5.6.11.3 Column Chart AxesPlease see section 5.3.6.3 Combo Chart Axes for the standard.
5.6.11.4 Column Chart TextsPlease see section 5.3.6.4 Combo Chart Texts for the standard.
5.6.11.5 Line Chart Series
5.6.12 Pie Chart Properties
Figure 44: Example of a Pie Chart
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5.6.12.1 Pie Chart Layout
Figure 45: Pie Chart Layout Settings
5.6.12.2 Pie Chart SeriesUse default color Xcelsius selects based on the color theme, unless you know that the pie chartalways include x number of colors. Use standard set of colors used in other charts in conjunctionwith SAP color scheme in selecting colors for each data point.
5.6.12.3 Pie Chart TextsRefer to Section 5.3.6 for the Chart Text standard.
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5.6.13 What-If Properties
Figure 46: Example of a What-If
XcelsiusComponent
Type
Property Group Property Standards
Background Color RGB 255/255/255 (white)
Transparency 0%
Background General
Border Scale 100%
Font Verdana
Font Type Bold
Font Size 10
Font Color RGB 10/15/20
Label Text
Alignment Center
Layout Show Gridlines Yes
Color Gridline Color RGB 52/75/109
SpreadsheetTable
Color – Rows Over Color RGB 150/168/195
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XcelsiusComponent
Type
Property Group Property Standards
Selected Color RGB 52/75/109
Track Color RGB 255/255/255 (white)
Thumb Color RGB 150/168/195
Button Color RGB 255/255/255 (white)
Scroll Bar
Button Symbol Color RGB 0/0/0
Layout Enable Ticks Yes; Auto Scale
Font Verdana
Font Type Bold
Font Size 12
Text - Title
Font Color RGB 0/0/0
Font Verdana
Font Type Bold
Font Size 10
Text - Value
Font Color RGB 0/0/0
Color Marker Color RGB 240/171/0
Track Color RGB 255/255/255 (white)
HorizontalSlider
Tick Color RGB 111/119/119
5.6.14 Alerts Properties
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Figure 47: Example of Alerts
XcelsiusComponent
Type
Property Group Property Standards
Red Alert Color RGB 255/0/0 (Xcelsius default)
Yellow Alert Color RGB 255/255/0 (Xcelsius default)
Icon Alerts
Green Alert Color RGB 0/255/0 (Xcelsius default)
5.6.15 Trends Properties
Figure 48: Example of Trends
XcelsiusComponent
Type
Property Group Property Standards
Positive Value Color(Green)
RGB 0/176/80
(Default Green – Makes it easier toread the arrow compared with thegreen used in alerts)
Zero Value Color(Yellow)
RGB 255/255/0 (Xcelsius default)
Trend Icon Colors
Negative Value Color(Red)
RGB 255/0/0 (Xcelsius default)
5.6.16 Drop Down Properties
Figure 49: Example of Drop Down List
The standards for Drop Down within Body area are the same as the Drop Down standardincluded in the Header area. Please refer to section 5.2.3.2, Header Detail Properties of thisdocument.
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5.6.17 Tab Properties
Figure 50: Example of Tabs
XcelsiusComponent
Type
Property Group Property Standards
Button Separation 0Layout
Transparency 0%
Font Verdana
Font Type Regular
Font Size 10
Font Color RGB 0/0/0
Text –Title
Alignment Center
Font Verdana
Font Type Bold
Font Size 11
Font Color RGB 0/0/0
Label BasedMenu
Labels
Alignment Center
Tab SetContainer
General Tab Alignment Left
Font Verdana
Font Type Bold
Font Size 12
Labels
Font Color RGB 0/0/0
Color Background Color RGB 255/255/255
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XcelsiusComponent
Type
Property Group Property Standards
Tab Background –Over Color
RGB 255/255/255
Tab Background –Selected Color
RGB 101/153/203
Labels – DefaultColor
RGB 0/0/0
This option is valid only when youhave more than 2 tabs
Labels – Over Color RGB 1/72/128
Note: This option in Xcelsius does notseem to work.
Labels – SelectedColor
RGB 0/0/0
This option in Xcelsius does not seemto work.
5.6.18 Click Box Properties
Figure 51: Example of a Click Box
XcelsiusComponent
Type
Property Group Property Standards
Font Verdana
Font Type Bold
Font Size 10
Check Box Text – Title
Font Color RGB 0/0/0
5.6.19 Radio Button Properties
Figure 52: Example of Radio Buttons
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XcelsiusComponent
Type
Property Group Property Standards
Marker size 18
Horizontal Margin 0
Vertical Margin 0
Layout
Enable Background No
Font Verdana
Font Type Bold
Font Size 10
Text – Labels
Font Color RGB 0/0/0
Default Color RGB 216/216/216
Radio Button
Color - Marker
Selected Color RGB 1/72/128
5.6.20 Detail Report Link Properties
Figure 53: Example of a Detail Report Link
XcelsiusComponent
Type
Property Group Property Standards
Layout Show Background Yes
Font Verdana
Font Type Bold
Font Size 10
URL Button
Text – Label
Font Color RGB 0/0/0
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Alignment Center
Default Color RGB 255/255/255 (white)Color – Button
Selected Color RGB 255/255/255 (white)
Default Color RGB 0/0/0Color – Labels
Selected Color RGB 255/255/255 (white)
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6 Web Intelligence StandardsThis section explains the UI standards for Web Intelligence (WebI) reports. WebI reports areused for detail-level analysis within IVA. A WebI report is called by Xcelsius (via URL buttons andOpenDoc function) and opens up as a separate window.
Figure 54: Example of a WebI Report
Since this is not displayed within the dashboard framework as well as the construction is donewithin WebI application, WebI reports uses own layout and other standards as described in thissection.
6.1 WebI Report Layout
6.1.1 First Page LayoutThe layout used for the first page of the report includes report title section which is not included inthe subsequent pages.
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Figure 55: WebI Report First Page Layout
Callout Name Description
A Page Header The page header for the page. This section includes SAP and IVAbranding.
Page Header is repeated in every page.
B Report Title The report title for the report that includes the name of the report andother report-level information.
Report Title only appears on the first page of the report
C Section Header The Section Header is the name of the dimension for which Report Bodyis sliced by.
Section Header appears on the top of every report section.
Alternatively, Section Header is used as the title section for the ReportBody.
D Report Body The Report Body includes charts and tables for the given section header.
E Page Footer The page footer for the page. This section run date and page number.
Page Footer is repeated in every page.
From the WebI structure point of view, here’s the example:
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Figure 56: Example of WebI Structure View for a First Page
6.1.2 Subsequent Page LayoutThe layout used for the subsequent pages of the report is as follows. Please refer to the abovesection for the definitions.
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Figure 57: WebI Report Subsequent Page Layout
6.2 Page Header
Figure 58: Example of a Page Header
Page Header includes the following three elements:
“Report Header” (native to WebI)
SAP Branding
IVA Branding
6.2.1 Report Header Properties
WebI ObjectType
Property Group Property Standards
Appearance Background Color RGB 255/153/0
Top Margin
Bottom Margin
Left Margin
Right Margin
20 px
Report Headerand Footer
Page Layout
Page Orientation Landscape
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Show Page Header
Show Page Footer
Yes
Header Height
Footer Height
37 px
6.2.2 SAP Branding Properties
WebI ObjectType
Property Group Property Standards
Width 55 pxDisplay
Height 21 px
Left Edge 5 px
Free-StandingCell
(Blank)
Relative Position
Top edge 4 px
6.2.3 IVA Branding Properties
WebI ObjectType
Property Group Property Standards
Width Depends on the IVA name’s lengthDisplay
Height 21 px
Font Arial, 10, RegularText Format
Text Color RGB 0/0/0
Vertical TextAlignment
Bottom
Horizontal TextAlignment
Left
Left Edge 61 px
Free-StandingCell
(Blank)
Relative Position
Top edge 4 px
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6.3 Report Title
Figure 59: Example of a Report Subtitle
Page Header includes the following two elements:
Report Title
Report Subtitle
6.3.1 Report Title Properties
WebITemplate Type
Property Group Property Standards
Width Depends on the text lengthDisplay
Height 26 px
Font Arial, 8, Regular
Font Color RGB 0/0/0
Vertical TextAlignment
Bottom
Text Format
Horizontal TextAlignment
Left
Left Edge 10 px
Free-StandingCell
(Blank)
Relative Position
Top edge 37 px
6.3.2 Report Subtitle Properties
WebITemplate Type
Property Group Property Standards
Width Depends on the text lengthDisplay
Height 42 px
Font Arial, 12, Bold
Free-StandingCell
(Blank)
Text Format
Font Color RGB 0/0/0
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WebITemplate Type
Property Group Property Standards
Vertical TextAlignment
Bottom
Horizontal TextAlignment
Left
Left Edge 10 pxRelative Position
Top edge 37 px
6.4 Section Header
Figure 60: Example of a Section Header
Section Header includes the following:
Section Header Bar
6.4.1 Section Header Bar Properties
WebITemplate Type
Property Group Property Standards
Width 986 pxDisplay
Height 24 px
Text Format Font Arial, 9, Bold
Font Color RGB 0/0/0
Vertical TextAlignment
Bottom
Horizontal TextAlignment
Left
Free-StandingCell
(Blank)
Background Color RGB 255/204/0
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WebITemplate Type
Property Group Property Standards
Left Edge 12 pxRelative Position
Top edge 12 px
6.5 Report Body
Figure 61: Example of a Report Body
6.5.1 List of Visualization Included in Report BodyAlthough each WebI report may include different set of visualizations (charts, graphs, and tables),the following is the list of visualizations generally included and standardized in WebI reports:
Visualization Example
Column Chart
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Visualization Example
Bar Chart
Stacked Column Chart
Pie Chart
Table and Cross Tab
6.5.2 Color PaletteFor all the charts/graphs included in this standard, the color for the data uses the following colorpalette available within WebI:
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Figure 62: WebI Color Palette Used
The first three colors (Blue, Orange, and Green), used most common in the charts and graphs,are defined as follows:
Color Fill
Blue RGB 58/101/152
Orange 239/162/82
Green RGB 0/148/112
6.5.3 Column Chart, Bar Chart, and Stacked Column Chart PropertiesColumn, bar, and stacked column charts all share the same standard. Column chart uses WebInamed called Vertical Grouped Bar Chart, while the bar char uses WebI template named VerticalGroped Bar Chart. Stacked column chart uses WebI template named Vertical Stacked bar chart.
Both column and bar chart may include either single data point (as shown in the bar chartexample below) or multiple data points (as shown in the column chart example below). Includechart legend when the chart includes multiple data points.
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Stacked bar chart will always include multiple dimensions for the x axis, so legend must beincluded.
Inclusion of chart title and X and Y axis titles are optional, depending on the report requirements.
Figure 63: Example of a Column Chart
Figure 64: Example of a Bar Chart
Figure 65: Example of a Stacked Column Chart
WebITemplate Type
Property Group Property Standards
Display ALL Depends on the requirement, includingthe size. The size will mainly dependon what other charts and tables areincluded in the Report Body.
Bar Chart -VerticalGrouped
Bar Chart - Appearance Show Floor Yes
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WebITemplate Type
Property Group Property Standards
Floor Color RGB 240/240/244
Show Column/bar chart: If more than singleseries, then Yes
Stacked column chart: Yes
Position Right
Text Format Arial, 12, Bold
VerticalGrouped
Legend
Color RGB 0/0/0
Text Format Arial, 12, BoldLegend Title
Text Color RGB 0/0/0
Text Format Arial, 12, BoldLegend Values
Text Color RGB 0/0/0
Enable Depends
Text Format Arial, 12, Bold
Title
Text Color RGB 0/0/0
Palette See Section 6.5.1.1 aboveData
Border Color If single series: RGB 51/51/153
If multiple series: RGB 51/102/255
Values Yes
Text Format Arial, 8, Regular
X Axis
Text Color RGB 0/0/0
Grid Yes
Show Markers Yes
Grid Color RGB 179/179/201
Y Axis
Values Yes
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WebITemplate Type
Property Group Property Standards
Text Format Arial, 8, Regular
Text Color RGB 0/0/0
Enable Depends
Text Format Arial, 10, Bold
X and Y Axis Label
Text Color RGB 0/0/0
Page Layout Relative Position Varies depending on othervisualizations placed on the ReportBody.
6.5.4 Pie Chart Properties
Figure 66: Example of a Pie Chart
WebITemplate Type
Property Group Property Standards
Display ALL Depends on the requirement, includingthe size. The size will mainly dependon what other charts and tables areincluded in the Report Body.
Appearance Show Floor No
Show Yes
Position Right
Text Format Arial, 12, Bold
Pie
Legend
Color RGB 0/0/0
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WebITemplate Type
Property Group Property Standards
Text Format Arial, 12, BoldLegend Title
Text Color RGB 0/0/0
Text Format Arial, 8, regularLegend Values
Text Color RGB 0/0/0
Enable Depends
Text Format Arial, 12, Bold
Title
Text Color RGB 0/0/0
Palette See Section 6.5.1.1 aboveData
Border Color RGB 102/102/153
Enable Depends
Text Format Arial, 10, Bold
Y Axis
Text Color RGB 0/0/0
Page Layout Relative Position Varies depending on othervisualizations placed on the ReportBody.
6.5.5 Table and Cross Tab Chart Properties
Figure 67: Example of a Table
WebITemplate Type
Property Group Property Standards
Text Format Arial, 9, BoldHorizontalTable
Header Cells
Text Color RGB 255/255/255
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WebITemplate Type
Property Group Property Standards
Vertical TextAlignment
Bottom
Horizontal TextAlignment
Left
Vertical Table
Crosstab
Background Color RGB 81/117/185
Text Format Arial, 9, Regular
Text Color RGB 0/0/0
Vertical TextAlignment
Bottom
Body Cells
Horizontal TextAlignment
Left
Background color RGB 255/255/255
Text Format Arial, 9, Regular
Text Color RGB 0/0/0
Vertical TextAlignment
Canter
Horizontal TextAlignment
Left
Footer Cells
Background color RGB 255/255/255
Frequency 2
Color RGB 240/240/240
AlternateRow/Column Colors
Text Color RGB 0/0/0
Page Layout Relative Position Varies depending on othervisualizations placed on the ReportBody.
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6.6 Page Footer
Figure 68: Example of a Page Footer
Page Header includes the following three elements:
“Report Footer” (native to WebI)
Run Date
Page Number
6.6.1 Report Footer PropertiesReport Footer properties are set along with Report Header. Please refer to section 6.2.1. ReportHeader.
6.6.2 Run Date Properties
WebITemplate Type
Property Group Property Standards
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WebITemplate Type
Property Group Property Standards
Width 108 pxDisplay
Height 21 px
Font Arial, 8, Regular
Text Color RGB 0/0/0
Vertical TextAlignment
Bottom
Text Format
Horizontal TextAlignment
Left
Left Edge 6 px
Last RefreshDate
Relative Position
Top edge 6 px
6.6.3 Page Number Properties
WebITemplate Type
Property Group Property Standards
Width 108 pxDisplay
Height 21 px
Font Arial, 8, Regular
Text Color RGB 0/0/0
Vertical TextAlignment
Bottom
Text Format
Horizontal TextAlignment
Right
Left Edge 878 px
Page Number/Total Pages
Relative Position
Top edge 8 px
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Appendix A: References and Resources
A.1 IVA Development MethodologyThe following are the list of documents for the IVA standard design and developmentmethodology:
IVA Development Process Overview(https://portal.wdf.sap.corp/irj/go/km/navigation/guid/61c0cd81-0117-2c10-dc9c-c140d4b771f2)
o Set of training materials (Webinars and PowerPoint slides) that explain theoverall IVA process and detailed explanations about ecosystem andstakeholders. It also includes step-by-step training on Governance and Launchactivities.
Visioning Phase Training(https://portal.wdf.sap.corp/irj/go/km/navigation/guid/c0e49223-282d-2c10-239d-e935761ab537)
o Set of training materials (Webinars and PowerPoint slides) that explain theprocess, techniques, and templates used within the Visioning phase of the IVAdevelopment
IVA Development – “At a Glance”(https://portal.wdf.sap.corp/irj/go/km/docs/guid/611f3d76-746d-2c10-78b2-c8a253a48155)
o “At a glance” document that lists all necessary inputs and outputs (deliverables)necessary for an IVA development from Governance phase to M2 Launch phase.
Architecture and Engineering Detailed Development Plan Template(https://portal.wdf.sap.corp/irj/go/km/docs/guid/71289eba-746d-2c10-3d87-bd3179d388de)
o Detailed development plan template for M1 and M2 development
IVA Reference Architecture (https://portal.wdf.sap.corp/irj/go/km/docs/guid/504ceea6-97ec-2b10-44aa-9dfad3c897fc)
o IVA reference architecture slides – This can be used as a template for the futureIVA architecture.
A.2 IVA Design and Development TemplatesVision Phase Synopsis Document Template(https://portal.wdf.sap.corp/irj/go/km/docs/guid/20773b40-e468-2c10-46a0-ffa3642aadf5)
o This document is used during the Visioning phase to capture Use Cases, KPIs,and key dimensions to be included in IVA
Visualization Mock-Up Document Template(https://portal.wdf.sap.corp/irj/go/km/docs/guid/e0f438b9-98ec-2b10-84b5-9c66dd75171f)
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o This document includes a set of basic design pattern for the IVA visualization andcan be used as a future IVA mock-up template
Metadata Workbook (https://portal.wdf.sap.corp/irj/go/km/docs/guid/b08899ad-99ec-2b10-f6bf-a470f5fd9859)
o This document captures metadata information for KPIs and dimensions to beincluded in IVA
Visualization Specification Template(https://portal.wdf.sap.corp/irj/go/km/docs/guid/5190f2d4-956d-2c10-81b6-97ab63efab9f
o This document act as a template for defining visualization technical specificationsfor IVA dashboards and reports.
Xcelsius Template (https://portal.wdf.sap.corp/irj/go/km/navigation/guid/100174fa-956d-2c10-6aac-c88a2aecd18f)
o Template XLF document that includes standard themes and canvas size.
IVA A&E Wrapper Sample/Template(https://portal.wdf.sap.corp/irj/go/km/navigation/guid/e04e8e40-516b-2c10-9a8a-e940cf074808)
o Sample code for the IVA A&E Wrapper
IVA Technical Development Standards and Best Practice(https://portal.wdf.sap.corp/irj/go/km/docs/guid/8008d84b-966d-2c10-a98a-a417c208241a)
o This document provides development standards (naming standards andpackaging standards) for used for M1 and M2 development
IVA Logo File (https://portal.wdf.sap.corp/irj/go/km/docs/guid/e0e0498d-966d-2c10-5a8b-81ae9d050d26)
o Adobe Photoshop file for the IVA logo(https://portal.wdf.sap.corp/irj/go/km/docs/guid/e0e0498d-966d-2c10-5a8b-81ae9d050d26)
A.3 Visualization References and ToolsThe following reference is used as an additional best practice reference for BI visualizationdesign:
6 BI Pitfalls and How to Avoid Them (http://www.information-management.com/specialreports/2009_151/business_intelligence_bi_data_visualization-10015710-1.html?ET=informationmgmt:e1039:2129501a:&st=email)
o By Robert Kearse, published by Information Management. It describes datavisualization influences how users consume information. It is an external link:
Data Visualization Patters (https://portal.wdf.sap.corp/irj/go/km/docs/guid/8017c6c7-516b-2c10-5a99-81b43b776c16)
o Summary of dashboard design principles from Stephen Few's book, "InformationDashboard Design."
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Xcelsius Dashboard Design Best Practice(https://portal.wdf.sap.corp/irj/go/km/docs/guid/809aa5f6-516b-2c10-d1bd-93759647335e)
o Presentation on visualization best practice using Xcelsius, compiled by RichLewis (SAP).
Adobe Kuler (http://kuler.adobe.com/#null)
o A free web-hosted application for generating and searching color themes.
Iconico ColorPic (http://www.iconico.com/colorpic/)
o A free color picker tool.
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Appendix B: UI Standards in Action – IVA ExamplesThis section provides a few of the IVA and other Xcelsius dashboard developed by Industry Analytics team using the UI standards illustrated in thisdocument.
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Figure 69: SAP American Recovery and Reinvestment Act (ARRA) IVA – M2
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Figure 70: SAP Maximizing Customer Revenue and Retention (MCRR) IVA – M1
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Figure 71: SAP QatarGas IVA POC
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Figure 72: Trade Promotion Effectiveness (TPE) integrated within SAP CRM Portal – M2
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No part of this publication may be reproduced or transmitted in any form or for any purpose without theexpress permission of SAP AG. The information contained herein may be changed without prior notice.
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