Dashboards can be designed to display data from a Live Office Connection to a Webi Document or Crystal Report.
For best performance and rendition of the data, a Live Office connection needs to be made.
Create a Webi Document
- Open the Web Intelligence Rich Client.
- Log into the BI Platform
- Click on Create a new document based on a data source icon.
- Select “Universe” and click “Next”
- Select the Universe to be used for the document and click “OK”.
- Create and run query.
Note: This example includes a single parameter.
- Supply parameter information and “Run Query”.
- View and review the results.
- Export document to CMS.
- Select a location on the BI Platform for the document.
- Ensure the export completed successfully and click “Close”.
- Exit the Web Intelligence Rich Client
- Optionally, Save the document locally.
Creating the Connection in Microsoft Excel
- Open Microsoft Excel.
- Click on the Live Office Tab
- Select Web Intelligence.
- Log into the BI Platform.
- Select the Web Intelligence Document and click “Next”.
- Click on the report block to be used in the Dashboard and click “Next” Note: The data block will be inserted into the spreadsheet into beginning at the cell selected in Excel. If no cell is selected, the default is cell A1.
- Enter a name for the report block, or use default.
- Click on the “Refresh All Objects” button.
- Select Parameter Value and click “OK”.
- Click on “Object Properties”
- Click on the “Prompts” tab.
- Click on the “Prompt Values” button.
- Map the Prompt Value to a cell in Excel.
- Click “OK” once mapped.
- Check that the binding is displayed and click “OK”
- Save the Excel file.
- Exit Excel.
- Open the Task manager and endure Excel.exe is NOT running.
Using the Live Office Connection in the dashboard
- Start the Dashboard Design tool.
- On a new dashboard, click on the Data tab and select “Import”.
- Click “Yes” on the import dialog box.
- Navigate to and open the previously saved Excel file.
- Click on the “Data” tab and select “Connections”.
- Click on the Add dropdown and select “Live Office Connections”
- Click on the connection listed on the left and edit the Session Url. Change <webserver> to the BI Platform machine. The URL can also point to a cell in the embedded spreadsheet.
- Click on the “Usage” tab and set as required and click “OK”.
- Add components.
- Map component to data.
In this example, a combo box is added and mapped to the controlling parameter cell.
Include a “Connection Refresh” component. Users will select a prompt value and click the Refresh button to re-query the data.
- Preview the dashboard and test.
- Log into the BI Platform.
- Select Parameter from Combo Box and click “Refresh”.
- View Data.
- Change parameter and view again.
Note: See attached document for step by step instructions with images.
Xcelsius, Dashboard, "Live Office", LO, WEBI, , KBA , BI-RA-XL , Dashboards and Presentation Design , How To
|Creating a Dashboard Based off a Live Office Connection.docx|