Monday, July 20, 2009

Xcelsius Dashboard from WebI report (with prompt) using LiveOffice



Environment Details:
BOXI R3.1

SAP BI Backend
Live Office XI R3.1
Xcelsius 2008

1. Create webI report for prompt display values which will be used to get input from user in Xcelsius Dashboard. Let this report is exported to CMS with name “prompt values”
Note: Use Detail values instead of dimension objects



2. Now create the report with prompt (Customer Key in this case) and export this report to CMS, in this case report name is “Test Webi Report(1)”





3. Now insert these webI documents in Excel using Live office
First insert the prompt values webi report





5. Now Import webI report which contains the dashboard data.



6. Refresh all the connections


7. Select webI report contains dashboard data.



8. Bind the prompt with excel cell



9. Select “Choose Excel data range” option and bound one excel cell (B18 in this case) with prompt values.
Note: Unselect “Append parameter list to the dropdown of the binding cell” if you don’t want list of values to he displayed as drop down box in excel sheet.



Test the connection change the value (from ‘10007 to ‘10008 for this case, may the value will be different in your case so select accordingly) in selected cell and check if the data is getting refreshed, if yes, then you have successfully created WebI – LO Connection and it is ready to be used in Xcelsius 2008.

10. Save this excel sheet on your machine.

11. Open Xcelsius and import above saved excel sheet as data source



12. Goto Data->Connections menu and Add Live Office connection
Note: Must not forget to enter your webserver name/IP address where BOBJ is installed.



13. On usage Tab of Live Office connection which is being used to get dashboard data , set options “Refresh On Load” and “Refresh on Trigger” and select the cell where we bounded the prompt values (B18) in this case.



14. Now select List Box (You also can use some other control as per the requirement) and give it Label range (C5 to C16 in this case) from the prompt values which we had selected in WebI report “prompts values”
In Source give full range of prompt values and in destination must include which is bounded to webI prompt (B18).



15. Add One more control (dial in this case) and set its value from dashboard data. Its value must be changed as we select different customers from the list box we created



16. Preview the file, enter credentials and data should be updated as you select different customers.

17.Export it to CMS and open it from Infoview.

Please revert back if you any problem.

Enjoy
Sandeep Manocha