xi3-1 getting started creating dashboards en

Getting Started Creating Dashboards

BusinessObjects Dashboard Builder

Windows

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2008-09-03

ContentsIntroduction 5Chapter 1

What is Dashboard Builder?........................................................................6What does this tutorial cover?.....................................................................6

Creating an Analytic based on a Universe Query 9Chapter 2

Before you begin........................................................................................10Creating a Corporate Dashboards folder.............................................10

Lesson 1: Creating a pie chart based on sales of product lines................12Selecting data for the pie chart.............................................................12Saving your pie chart............................................................................17

Lesson 2: Creating a bubble chart that compares product line sales torevenues....................................................................................................18

Selecting data for the bubble chart......................................................18Saving your bubble chart......................................................................21

Scheduling an Analytic Refresh 23Chapter 3

Lesson 3: Scheduling a refresh on your bubble chart...............................24

Designing a Corporate Dashboard 29Chapter 4

Before you begin........................................................................................30Analytics in dashboards.......................................................................32Set the dashboard preferences............................................................33

Lesson 4: Creating a dashboard...............................................................34Add a text analytic to the dashboard....................................................37

Lesson 5: Creating an speedometer gauge that shows profit margins.....41What is a speedometer?......................................................................41

Getting Started Creating Dashboards 3

Selecting the data for the speedometer...............................................41Lesson 6: Creating a dashboard tab that contains analytics.....................45Lesson 7: Creating a dashboard sub tab with web page and vieweranalytics.....................................................................................................49

Creating a sub tab................................................................................49Adding a web page analytic to the sub tab..........................................50Adding a viewer to the dashboard sub tab...........................................53

Viewing what you have accomplished 57Chapter 5

To learn more about analytics and dashboards 59Chapter 6

Get More Help 61Appendix A

Index 65

4 Getting Started Creating Dashboards

Contents

Introduction

1

Getting Started Creating Dashboards is for people who want to useDashboard Builder to get started building corporate dashboards. It gives abrief overview of how to:

• create analytics based on universe queries

• create a corporate dashboard and add analytics to it

For more in-depth training on dashboards and analytics, go tohttp://www.businessobjects.com/services/training/. We currently offer coursesthat are aimed at dashboard designers.

What is Dashboard Builder?BusinessObjects Dashboard Builder allows organizations to build customdashboards and analytics that meet their specific requirements. It consistsof a dashboard builder and a catalog of analytic templates.

This information can easily be delivered to dashboard interfaces for a rapidunderstanding of the status of the business.

What does this tutorial cover?This tutorial takes you through all the necessary steps to get started buildinganalytics and dashboards.

Congratulations! You have been promoted to Assistant to the Vice Presidentof Regional Sales for eFashion Corporation. You will use the eFashion sampleuniverse to create a corporate dashboard that offers up-to-date salesinformation to the CEO, the Vice President and the sales managers. Yourcorporate dashboard will include:• A high-level tab that contains a speedometer gauge that shows profit

margins by product line.• A dashboard tab that contains charts showing sales by product line and

sales versus profit margin.• A sub tab that links a web page analytic with a viewer analytic.

Using this tutorial, you learn how to:• Use the eFashion sample universe to create analytics that are visual

representations of the data.• Schedule a refresh on an analytic.


Introduction1 What is Dashboard Builder?

http://www.businessobjects.com/services/training/

• Create tabs and sub tabs on a dashboard and fill them with analytics.• Make the dashboard available to your boss.

Prerequisites

As a prerequisite, you need to:

• install BusinessObjects Enterprise XI 3.0• have access to Dashboard and Anaytics > Dashboard Builder from

InfoView• ensure that the Bubble and Pie chart analytics have been installed

Lessons offered in the tutorial

This tutorial is made up of the following lessons:

Learn how to...Chapter

Lesson 1: Create a pie chart analytic

Lesson 2: Create a bubble chart analytic

2: Creating ananalytic basedon a universequery

Lesson 3: Schedule the data refresh of the bubble chart3: Schedulingan analytic re-fresh

Lesson 4: Create a dashboard

Lesson 5: Create a speedometer gauge analytic in thedashboard

Lesson 6: Create a dashboard tab in which to place thepie and bubble charts

Lesson 7: Create a web page analytic with a viewer in adashboard sub tab

4: Designing acorporate dash-board


1IntroductionWhat does this tutorial cover?


Introduction1 What does this tutorial cover?

Creating an Analytic basedon a Universe Query

2

You are going to create the following:• a pie chart• a bubble chart

You use a universe query as your data source. Universe queries map to datafrom relational and OLAP data sources.

Before you begin...Before you start creating analytics and dashboards, you will create a publicfolder in the InfoView Document List.

If you were creating a dashboard for your personal use only, you would savethe dashboard to "My Favorites". In this tutorial, you are creating a corporatedashboard that must be available to others, so you need to create a folderin "Public Folders".

Creating a Corporate Dashboards folder

1. In the InfoView toolbar, click Document List.

2. In the "Folders" tree, select Public Folders.

3. Click New > Folder.


Creating an Analytic based on a Universe Query2 Before you begin...

4. In the "Create Folder" panel, type Corporate Dashboards.

5. Click OK.

The "Corporate Dashboards" folder appears in the "Public Folders" list.

You are ready to create analytics and dashboards.


2Creating an Analytic based on a Universe QueryBefore you begin...

Lesson 1: Creating a pie chart based onsales of product lines

Pie charts are useful when you want to show the how the part fits in thewhole for a given point in time.

In this lesson, you create a pie chart that shows sales based on productlines, to understand how each product line contributes to the overall salesnumber.

Selecting data for the pie chart

1. Select Open > Dashboard and Analytics.2. In Dashboard Builder, select Create New Analytic.

3. Select the Dashboard Analytics category and click the "Pie Chart" icon.


Creating an Analytic based on a Universe Query2 Lesson 1: Creating a pie chart based on sales of product lines

The Pie Chart edit panel appears.

4. From the "Select Data To Display" list, select Universe Query.


2Creating an Analytic based on a Universe QueryLesson 1: Creating a pie chart based on sales of product lines

5. Click Define Query.6. Select the Efashion Universe from the Select a universe list.7. In the "Define query" panel, select Year/week in the Time period >Week

folders, and click >>.8. Select Lines in the Product folder, and click >>.9. Select Sales revenue in the Measures folder and click >>.



10. Click OK.The "Define query" panel closes.

11. From the "Measure To Display" list in the analytic edit panel, select SalesRevenue.

12. From the "Dimension for X-axis and slider" list, select Year/week.13. From "Dimension for slice's list", select Lines.



14. In the "Graph Options" section, select Display text, and type SalesRevenue by Product Line.

15. Click OK.

The pie chart appears. When you place your mouse over the blue section,you see a tooltip that says that Accessories generated 48.46% of thesales for the 24th week of 2001.

You can move the slider at the bottom of the analytic to see how thefigures change over time.



Saving your pie chart

1. Click Save As.

A save information page appears.

2. Under "General", enter the title Sales by Product Line.3. Enter the description This pie chart shows sales by product line.4. In "Location", expand Public Folders, and highlight Corporate

Dashboards.

5. Click OK.

Your analytic is saved successfully. Now you can close the analytic.



Lesson 2: Creating a bubble chart thatcompares product line sales to revenues

A bubble chart displays a set of numeric values as circles, with the size ofthe circle corresponding to the value of the measure.

Selecting data for the bubble chart

1. Select Open > Dashboard and Analytics.2. In Dashboard Builder > Create New Analytic > Dashboard Analytics,

click the "Bubble Chart" icon.

The Bubble Chart edit panel appears.

3. From the "Select Data To Display" list, select Universe Query.4. Click Define Query.5. Select eFashion from the Select a universe list.6. In the "Define query" panel, select Year/week in the Time period >Week

folders, and click >>.7. Select Store name in the Store folder, and click >>.8. Select the following from Measures:

• Sales revenue• Margins• Quantity sold


Creating an Analytic based on a Universe Query2 Lesson 2: Creating a bubble chart that compares product line sales to revenues

9. Click OK.10. From the "Select primary measure" list, select Sales Revenue.11. In the "Add secondary measure" list, select Margin, and click >>.12. Select Quantity sold and click >>.13. From the "Dimension for X-axis and slider" list, select Year/week.14. From "Dimension for slice's list", select Store name.15. In the "Graph Options" section, selectDisplay text, and type the following

in the text box: Store Revenue vs Profit.


2Creating an Analytic based on a Universe QueryLesson 2: Creating a bubble chart that compares product line sales to revenues

16. Click OK.

The bubble chart appears. When you place your mouse over the bluebubble, you see a tooltip that shows that the e-Fashion New York Magnoliastore had sales of $24,252.90, profits of $12,345, and sold 155 units forthe 24th week of 2001.



You can move the slider at the bottom of the analytic to see how thefigures change over time.

Saving your bubble chart

1. Click Save As.

A save information page appears.

2. Under "General", enter the title Store Sales vs Profit Margins.3. Enter the description This bubble chart shows sales compared to profit

margins, and also indicates quantity sold.


2Creating an Analytic based on a Universe QueryLesson 2: Creating a bubble chart that compares product line sales to revenues

4. In "Location", expand Public Folders, and highlight CorporateDashboards.

5. Click OK.

Your analytic is saved successfully.



Scheduling an AnalyticRefresh

3

To schedule in Dashboard Builder means to execute an action at apre-defined time. You can schedule the refresh of analytic data to avoid usingresources during peak working hours. In this section you schedule a refreshof the data displayed in the bubble chart.

You want fresh data available in the corpoarate dashboard each morning.Refreshing an analytic using a large amount of data can take precious time,so you will schedule a refresh for the analytic that runs before the eFashionwork day begins.

Lesson 3: Scheduling a refresh on yourbubble chart

1. Click Open > Dashboard and Analytics.2. In Dashboard Builder > Scheduler, click Add > Analytic Refresh.

The "New Schedule" panel appears.

3. Click Choose.

The "Document List" dialog box opens.


Scheduling an Analytic Refresh3 Lesson 3: Scheduling a refresh on your bubble chart

4. From the "Corporate Dashboards" folder, select Store Sales vs ProfitMargins.

5. Click OK, then Next.

The AFScheduleProgram panel appears.


3Scheduling an Analytic RefreshLesson 3: Scheduling a refresh on your bubble chart

Caution:If your web browser is configured to block pop-up messages, theAFSchedule Program panel does not appear and you are unable tocontinue. If this problem occurs, allow pop-up messages from the serverand repeat steps 1-4 to continue.

6. In the "Recurrence" section, select Daily from the "Run object" list.7. Set the "Start Date/Time" and "End Date/Time" to 06:26 AM.



By selecting 6:26 AM, you set the refresh of the bubble chart analytic forone day (September 1st) at 6:26 AM.

8. Click Schedule.

The task appears in the "Task List".

In the next chapter, you are going to create a corporate dashboard and addto it your pie and bubble charts.


3Scheduling an Analytic RefreshLesson 3: Scheduling a refresh on your bubble chart

Designing a CorporateDashboard

4

In this lesson you learn how to:• add to a dashboard tab and sub tab:

• the pie and bubble charts that you saved to the Corporate Dashboardsfolder

• a block of text• the web page and viewer analytics

• create a Speedometer gauge analytic within the dashboard• use the different dashboard layout modes• copy and move tabs and sub tabs• apply different dashboard styles

Before you begin...You can build corporate dashboards in InfoView in one of the following waysfrom the InfoView toolbar:• Open > Dashboard and Analytics, then the new link under "Corporate

Dashboards".


Designing a Corporate Dashboard4 Before you begin...

• Dashboards > Create Corporate Dashboard

• Document List > New > Corporate Dashboard


4Designing a Corporate DashboardBefore you begin...

A corporate dashboard can have several tabs and sub tabs, which you canadd, move, and copy from one corporate dashboard to another.

Analytics in dashboards

Analytics are templates into which you insert the data that you want to viewin your dashboard. Some of the most commonly used analytics are:

• Gauges such as speedometers and traffic lights

• A Navigation List or Web Page Analytic with a Viewer

• Text

A dashboard is composed of one or more analytics.

Analytics saved to the repository vs analytics embedded in dashboards

There are different ways to create analytics. You have already created abubble chart and a pie chart, and saved them to the repository on the CentralManagement Server (CMS).

The Speedometer gauge, which you will create directly in the dashboard inLesson 5, is saved as an object in the dashboard.


Designing a Corporate Dashboard4 Before you begin...

Set the dashboard preferences

eFashion Corporate dashboards generally use specific visual styles, so youwill set the default dashboard preference, so that you do not have to selectthis style each time you create a dashboard tab or sub tab.

1. Click Preferences in the InfoView toolbar.

2. Expand Dashboard and Analytics.


4Designing a Corporate DashboardBefore you begin...

3. From the "Select a default style to use when creating a new page" list,select Demo.Demo is now the default style for each dashboard.

4. For "Define Grid Properties", activate Snap to grid.Grids help you align objects in dashboards.

5. For "Gridline", select Medium.6. Leave the other preferences unchanged, and click OK.

Lesson 4: Creating a dashboard1. In InfoView, click Dashboards > Create Corporate Dashboard.

The save panel appears.

2. In the "General" section, type the title: eFashion Dashboard.3. For the description, type: This dashboard displays up-to-date sales

revenue and product line information.4. In "Location", select the "Corporate Dashboards" folder under "Public

Folders"5. Click OK to save the dashboard.


Designing a Corporate Dashboard4 Lesson 4: Creating a dashboard

The dashboard opens to its home tab. The tab uses the style you choseas the default style in the InfoView Preferences. However, you want touse a new style for your dashboards that you hope will impress thePresident as fresh and exciting.

6. Click Edit Dashboard.The dashboard toolbar appears.


4Designing a Corporate DashboardLesson 4: Creating a dashboard

7. Click the arrow next to the home icon and select Properties.

The Properties panel appears.

8. In the "Choose style sheet", select NewStyle.



The "Selected style sheet" icon changes to show the NewStyle format.

9. Click OK.You will not see the difference in style sheets until you add objects toyour dashboard.

You are now going to add a text analytic to your dashboard.

Add a text analytic to the dashboard

You need to add informational text to the home tab of your corporatedashboard that explains the purpose of the dashboard.

1. From the "Layout" list, select Template.

The Template layout defaults to a three column template. You want tochange this.



2. From the "Predefined templates" list, select 2 rows.

3. From the "Analytic Toolbox", select the "New Analytic" category.

4. Drag Text Analytic to the top section of the dashboard.5. Place your mouse over the Text Analytic.

The analytic toolbar appears.

6. Click the edit icon.

The analytic edit panel appears.

7. In the "Content" tab, type the following in the text box: This corporatedashboard offers up-to-date information on eFashion sales revenues andprofits.



8. In the "Layout" tab, deactivate Show window border.This causes the text analytic toolbar to be invisible when you exit thedashboard edit mode.



9. Click OK.

Move your mouse into the text analytic section, and then into a differentpart of the dashboard. The text analytic toolbar appears only when yourmouse is in the text analytic section, and vanishes when the mouse moveselsewhere on the dashboard.

You want to resize the analytic so that it fits the text.

10. Drag the lower, right-hand corner of the object to just below the text.

The text box should look like the example below.



Do not exit the dashboard, because you are now going to create aspeedometer gauge for the dashboard.

Lesson 5: Creating an speedometer gaugethat shows profit margins

In this lesson you create a speedometer gauge that shows the profit marginson the eFashion product lines.

What is a speedometer?

A speedometer is a gauge that displays data in a given range based onpre-determined values.

Selecting the data for the speedometer

1. From the "Analytic Toolbox", select New Analytic > DashboardAnalytics, and drag Speedometer to the empty dashboard section.


4Designing a Corporate DashboardLesson 5: Creating an speedometer gauge that shows profit margins

The following message appears: "The metric does not exist or it containsno values."

This is normal because you have not set up your query yet.

2. Click the edit icon on the Speedometer analytic toolbar.


3. In the "Content" tab, select Universe Query from the Select Data toDisplay list.

4. click Define Query.The "Define query" panel appears.

5. From the "Select a universe" dropdown list, select eFashion.6. From the "Universe Objects" list, expand Time period, select Quarter

and click >>.7. Expand Product, select Lines and click >>.8. Expand Measures, select Margin and click >>.

9. Click OK.


Designing a Corporate Dashboard4 Lesson 5: Creating an speedometer gauge that shows profit margins

10. Select the following:• For "Measure to Display", select Margin.• For "Dimension for X-axis and slicer", select Quarter.• For "Dimension for slice's list", select Lines.Leave the "Render Style" as Speedometer.

11. Expand "Graph Options".12. Select Display text, and type the following in the text box: Profit Margins

on Product Lines.

13. In the "Layout" tab, deactivate Show window border.

14. Click OK.

The speedometer appears in the dashboard.


4Designing a Corporate DashboardLesson 5: Creating an speedometer gauge that shows profit margins

Under the speedometer title to the left, you see the dimension slice list.

15. Click the icon next to "Accessories".

A list of the various product lines appears.


Designing a Corporate Dashboard4 Lesson 5: Creating an speedometer gauge that shows profit margins

16. Select Dresses.Notice that in Q4, eFashion made a profit of $499,472 on dresses.

17. Click Save, then OK to confirm, to save the dashboard.18. Click Exit Edit Mode.

You have created your main corporate dashboard tab.

Lesson 6: Creating a dashboard tab thatcontains analytics

Tabs and sub tabs are easy to manage in Dashboard Builder. You use themto organize and classify your data. Now you will create a tab and add to itthe bubble and pie chart analytics you created and saved in the "CorporateDashboards" folder.

1. Click Edit Dashboard.2. Click Add a new tab, next to the "eFashion Dashboard" home tab.

An active text box replaces the "Add a new tab" text.


4Designing a Corporate DashboardLesson 6: Creating a dashboard tab that contains analytics

3. In this text box, type Store Revenue Charts and press Enter.

4. Click the "Store Revenue Charts" tab.

A save panel appears.

5. Click Yes, then OK.

There are three columns. Because you are going to add two analytics,you only need two columns.

6. Click Remove Column.7. In the "Analytic Toolbox", go to Corporate Analytics > Corporate

Dashboards, and drag "Sales by Product Line" to the first dashboardcolumn.


Designing a Corporate Dashboard4 Lesson 6: Creating a dashboard tab that contains analytics

The pie chart appears in the column.

8. Move the "Analytic Toolbox" to the left side of the dashboard.9. FromCorporate Analytics >Corporate Dashboards, drag "Store Sales

vs Profit Margins" to the second dashboard column.10. Close the "Analytic Toolbox".11. To make the analytics larger, drag the bottom of each analytic until it is

just above the column bottom.


4Designing a Corporate DashboardLesson 6: Creating a dashboard tab that contains analytics

Note:The analytics auto-resize when you change the size of the browser.

12. For each analytic, deactivate the border:a. Click the analytic edit icon.

b. In the "Layout" tab, deactivate Show window border.c. Click OK.

13. Save the dashboard tab and click Exit Edit Mode.


Designing a Corporate Dashboard4 Lesson 6: Creating a dashboard tab that contains analytics

Lesson 7: Creating a dashboard sub tabwith web page and viewer analytics

You need to provide a link to a useful website that is related to the "StoreRevenue Charts" information. You can simply add a web page analytic, inwhich the web page appears in the dashboard sub tab. However, you wantto be able to add other links in the future. In this case, you combine the webpage analytic with the viewer analytic.

A Viewer analytic interacts with the web page analytic by showing the weblink destination. Any web page analytic placed on the same sub tab willinteract with the viewer.

Creating a sub tab

1. Click Edit Dashboard.2. In the "Store Revenue Charts" tab, click Add a new sub tab.


4Designing a Corporate DashboardLesson 7: Creating a dashboard sub tab with web page and viewer analytics

3. In the text box, type Useful Links and press Enter.

4. Click the "Useful Links" sub tab, and confirm that you want to change thecorporate dashboard.

5. From the "Layout" list, select Freeform.

You are now going to add the Web Page Analytic to the sub tab.

Adding a web page analytic to the sub tab

1. In the "Analytic Toolbox", open the "New Analytic" category and drag theWeb Page Analytic to the left side of the dashboard layout.Make sure that it snaps to the grid line in the upper-right hand corner bymoving the object from left to right, then up and down.


Designing a Corporate Dashboard4 Lesson 7: Creating a dashboard sub tab with web page and viewer analytics

2. Move your mouse to the Web Page Analytic toolbar and click the editicon.




3. For the purposes of this tutorial, you will use the http address of BusinessObjects, S.A., so enter the following in the "Enter the web page URL"box: http://www.businessobjects.com/.

4. In the "Layout" tab, type the following title: BusinessObjects Efashion5. Select A link, so only the name is visible.

6. Click OK.

If you had not activated A link, so only the name is visible, the webpage would have appeared in the object.

Now, you will add a Viewer analytic.



Adding a viewer to the dashboard sub tab

1. From the "Analytic Toolbox", drag theViewer from "New Analytic" categoryto the dashboard layout area.

2. Close the "Analytic Toolbox".

3. Move your mouse over the Viewer edit panel and click the edit icon.

4. In the "Layout" tab, deactivate Show window border.5. Click OK.6. Drag the lower, right corner of the Viewer to make it larger.



7. Click Save, then OK to confirm.8. Click Exit Edit Mode.9. Click the "BusinessObjects Efashion" link.

The Business Objects website appears in the viewer.



Viewing what you haveaccomplished

5

Congratulations! You have completed your first corporate dashboard. Closethe dashboard and return to InfoView to look at what you have completed.

Go to Document List > Public Folders > Corporate Dashboards.

In the folder, you find the:

• eFashion Dashboard

• Sales by Product Line

• Store Sales vs Profit Margins


Viewing what you have accomplished5

To learn more aboutanalytics and dashboards

6

To learn about analytics and dashboards, do one of the following:• Refer to the Dashboard Builder documentation.

• Enroll in BusinessObjects™ Dashboard Builder XI: Designing Dashboards.This course is available as classroom training and as eLearning. Fordetails, go to http://www.businessobjects.com/services/training/.


To learn more about analytics and dashboards6

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IndexBbubble chart 18, 21

Ddata 41

Nnavigation list 53

Ppie chart 12, 17prerequisites 6

Sscheduler 24Setup Information Page 10

speedometerdefinition 41

sub tab in dashboard 49sub tabs 49

Ttabs 33, 45, 50

Uuniverse queries 10

Vviewer analytic 49viewer in dashboard 53

Wweb page analytic 49



Index

xi3-1 getting started creating dashboards en

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