MODULE BI3-M2-03a – ADVANCED TECHNIQUESProductSAP Crystal Dashboard Design, personal editionLevelUndergraduateBeginnerFocusDashboard DesignAuthorSonja HechtUCC MunichVersion1.0MOTIVATIONThis case study introducesadvanced techniques in dashboarddesign with SAP Crystal DashboardDesign. You will learn how to usedifferent maps for visualization andhow to structure information on adashboard using containercomponents.Furthermore, you are introduced tothe concept of dynamic visibility.After completing this case study,you should be able to createadvanced dashboards using theintroduced components.PREREQUISITESThe fundamental understanding ofSAP Crystal Dashboard Design is aprerequisite for the students, coveredin chapters ‘Introduction’, ‘BasicConcepts’ and ‘AdvancedTechniques’. LECTURE NOTESThis case study is based on SAPCrystal Dashboard Design and Excel2007. As a prerequisite each studentshould have the excel fileBenchmarking.xls that includes thespreadsheet model used for this casestudy. © 2010 SAP AG Page 1 SAP Crystal Dashboard Design Advanced Techniques Case Study Benchmarking Sales OrganizationsMODULE BI3-M2-03a – ADVANCED TECHNIQUESBusiness ScenarioYou are the assistant of Global Bikes’ global sales manager. The sales managerwas pleased with the first dashboard you created for him, and now he requests asecond dashboard, covering following requirements:On a yearly base, sales organizations over the USA, Australia and Europe arebenchmarked against each other to find out how the sales organizations perform.For a general overview on the sales organizations worldwide, their location shouldbe shown geographically on a worldwide map and on a detailed map for eachregion. Above that, gross sales and pieces sold should be displayed for each salesorganization.Beside this geographical overview, the global sales manager wants to comparesales organizations within one region by profit margin, costs and discount.Furthermore, he wants to compare the number of bikes sold within a region withthe worldwide number of bikes sold.As this is quite a lot of information, you decide to split up the dashboard into twodifferent views that can be selected using a tab set.- The first tab covers the geographical overview including a worldwide mapand three regional maps for the USA, Germany and Australia. By selectinga region from the map, the sales organization of this region is displayedincluding the gross sales and the pieces sold by this sales organization. Asthere is not enough space to show all four maps at the same time, youdecide to use dynamic visibility for the maps. By using this technique, theuser is able to select from a radio button menu which map he wants to bedisplayed. You draw the first outline for this tab in PowerPoint, and this is the result:© 2010 SAP AG Page 2Benchmarking Sales Organizations Global Bike Inc.Sales Organizations Worldwide Sales Organization Details Display Sales Organizations: Worldwide by continent Australia Germany USA Sales Organization: Australia Gross Sales: 49,043 TEUR Pieces Sold: 65432Click on aregion for detailsMODULE BI3-M2-03a – ADVANCED TECHNIQUES- The second tab covers a more detailed comparison of sales organizationswithin one region. The user should be able to select the region using adropdown menu that includes Australia, Germany or USA as selection. You draw the first outline for this tab in PowerPoint, and this is the result:The sales manager is happy with this first outline, and you create the spreadsheetmodel you are going to use. After the spreadsheet model is finished, you startimplementing the dashboard in SAP Crystal Dashboard Design.© 2010 SAP AG Page 3MODULE BI3-M2-03a – ADVANCED TECHNIQUESTask 1: Create a new SAP Crystal Dashboard Design project and import a spreadsheetShort description: You create a new SAP Crystal Dashboard Design project that is based on an existingspreadsheet including the global sales data. 1. Please start SAP Crystal Dashboard Design (Xcelsius):Start → Programs → Xcelsius → Xcelsius 20082. You are going to use an existing spreadsheet model. Therefore you have toimport the spreadsheet model Benchmarking.xls into SAP Crystal DashboardDesign. Your lecturer will provide this spreadsheet.Data → Import → Conform pop-up in case you are asked if you want tocontinue → Select Excel Benchmarking.xls → Open The benchmarking data is now available in the embedded spreadsheet of SAPCrystal Dashboard Design. It includes two tabs, one tab used for the maps andone tab used for the details:3. Set the canvas size in pixels to 640 * 480.File → Document Properties → Preset Size = 640 *4804. Save the SAP Crystal Dashboard Design project on your desktop.File → Save as → Benchmarking_##.xlf© 2010 SAP AG Page 4MODULE BI3-M2-03a – ADVANCED TECHNIQUESTask 2: Create a headline and a tab set with two tabsShort description: You create a titlefor your dashboard and a tab setincluding two tabs. 1. Create a headline for your dashboard, including the title “Benchmarking SalesOrganizations” on the top left side and the company name “Global Bike Inc.” onthe top right side. Use two text labels for this task. Assign a white text color andset an appropriate text size in the Properties panel.2. Rename the labels to Label_title and Label_company in the Object browser.3. Now add a tab set component to the canvas.Components panel → Container → Tab SetResize the tab set using the mouse so that it covers the whole canvas exceptthe headlines and a small frame on the left, right and bottom side of thecanvas.Open the Object browser and rename Tab Set 1 to Tabset. Your first tab onthe tab set is called Canvas 1. Double click on Canvas 1 to edit the label for thefirst tab. The first tab should be named according to cell B7 in the spreadsheettab Map. Properties panel – GeneralRename Canvas 1 to Canvas_map. Now you want to add a second tab. Dothis by clicking on the plus sign on the top left of the tab set. © 2010 SAP AG Page 5MODULE BI3-M2-03a – ADVANCED TECHNIQUESEnter any name for the tab. Go to the Object browser and rename yoursecond
View Full Document
Unlocking...