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Simplify complex reports and data by consolidating them into actionalble, drillable dashboard
in an understandable format with charts, maps and gauges.
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1.3 When To Use Crystal Dashboard
Crystal Dashboard is often a part of the business intelligence(BI) platform. Usually the key
clients of Crystal Dashboard is top management of a company. Because of the request of real-time
performance on big-data and the popularity of evidence-based decision making, Crystal Dashboard
has more and more popular position in BI solutions. In these times, Crystal Dashboard has good
opportunities to produce its advantages:
1.4.1 Installation
Crystal is a Microsoft-Windows based software that cannot support Mac or Linux now. SAP
Crystal Dashboard 2013 Departmental Edition can be downloaded from SAP website for a 30-days
free trail. Two key technologies are combined in Crystal Dashboard: Microsoft Excel and Adobe
Flash Player. The two applications are required before installation.
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1.4.4 Building Visual Model
Visual model is essentially a dashboard in design mode. Much like a PowerPoint slide, your
visual model starts off as a blank canvas on which you can add components. Components are those
elements that give your dashboard its utility and purpose: charts, gauges, menus, forms, and so on.
The idea is a single component added to your visual model, tying each component, importing the
data. Experienced users will apply finicial and management model in dashboad. E.g. Figure 1 is a
finiance balance table applied in Crystal Dashboard.
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Figure 2: Crystal Dashboard Interface
2. Add a column chart (in chart) and a list box (in selector) into the canvas.
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3. Create label for list box
Click link button in label option in components property, then link it to the product label
cells(Figure 5) in Excel.
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6. Preview the model
Click button and you will see the preview below. Preview mode can help to test and debug.
Click each state, the pie chart will show percentage of each product of each state.
Click each state, the table will show sales data of each state in detail.
The color of each state is alert of each of sales data. If it is red, then the sales data is too
low.
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3. The spreadsheet of this module:
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The scenario function can save, load and delete the budget scenarios. User can use this
function by clicking the scenario button at the right top.
5. Why do the appearance of the components change when I Copy it to a new visualization?
Some component customization will carry over into a new visualization. Themes do not carry
over into a new visualization, but other customization will effect the appearance properties in
the new visualization.
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6. Why does not the visualization appear exactly the same with my spreadsheet customization?
Some Excel features (conditional formatting and macros, for example) cannot be supported in
Dashboard models. So Dashboard will not display just exactly the way in your spreadsheet
customization.
9. How can I embed SWF files into existing PowerPoint presentation in Dashboard ?
You can open a SWF files and embed it into a new PowerPoint presentation by using the Export
to PowerPoint Options. Then you can cut and paste your SWF into another presentation.
4 Troubleshooting Questions
1. Why dont my Excel macros work?
Dashboard does not support macros in Excel spreadsheets at this time.
2. Why do I get the message A script in this movie is causing Flash Player to run slowly ......?
The Flash Player for viewing in Dashboard visualization will display this message when the
script has been running for more than 60 seconds. Since the complexity of Dashboard visualiza-
tion, larger visualizations running on slow machines may result from displaying this message.
If you click No on the message dialog boxes, the visualization will load properly. Note: while
in preview mode, press yes to abort the script will cause the preview to stop working. You
will need to exit the preview, and then return to the preview mode for the correct preview
visualization.
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access data on another domain or sub-domain. In addition, SWF files served over HTTP cannot
access data at an HTTPS location.
10. Why Microsoft office files cannot be opened normally when Dashboard is running?
The Microsoft office files may not be opened normally when LiveOffice Compatibility Mode is
enabled. To turn the mode off, select File Preferences Excel Options. Then uncheck the
enable button under Live Office Compatibility, click Apply and then OK button to exit.
By default, Crystal Dashboard has a row limit of 512 rows that are readable from any data
block. That means that if you have a query returning 2000 rows of data, only 512 of them are
going to be read. Though we can change the value for row limit, but inflating this number too
high can make the dashboard slower as load times increase. Anything over 2000 rows can be
unpredictable. Therefore Dashboard is not a good tool for analyzing 30,000 rows of data at the
same time. But the problem can be solved by importing data from databases or web servers.
Dashboard doesnt support Pivot tables, you have to use aggregate functions like SUMIF instead.
There are limitations when it comes to SUMIFs, VLOOKUPs, Index and some other array
fomulas. Though these can be handled by Dashboard, the more formulas you have in your
dashboard the slower it becomes.
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Crystal Dashboard is a visualization and presentation tool. It is not a back-end reporting tool.
It does allow data manipulation and transformation but solely for the purpose of visualization
and interactivity. For advanced data transformation such as type functionality, Dashboard is
not a good fit.
After you begin with data modeling, it is not advisable to change worksheet names as it may
result in losing all component cell bindings. Moving a worksheet from its position can also
result in loss of bindings. It is therefore advised to plan out all your sheets before you begin
with modeling.
Crystal Dashboard is known for its visualization technology, not as a complete dashboard or
scorecard solution. While Crystal Dashboard most definitely can build amazing dashboards
and scorecards, it represents only part of a complete dashboard or scorecard package. Most
dashboard and scorecard technologies on the market today come with a complete infrastructure
for managing key performance indicators and metrics, strategy mapping, collaboration, security
and navigation.
Close relation with Excel. Creating charts in Dashboard is not only easy but very similar to
creating charts in Excel. Many charting methods and concepts that you applied in Excel apply
to Dashboard as well. Also a lot of powerful Excel function can be used in model building, such
as fomulas, which empower Crystal Dashboard.
Enables easy distribution of dashboards to your workgroup. With Crystal Dashboard work-
group, it is easy to distribute live dashboards and visual business models in Microsoft Power-
Point, Word, Outlook, and Adobe PDF so users have easy access to live data to gain deeper
insight.
Visual components such as Sliders, gauges, filters, numerical input tools enable evaluation of
multiple what-if scenarios in real-time, with the click of a mouse right on the dashboard.
Most dashboards contain at least a half-dozen visualizations, each requiring unique data sets.
Assuming that it would take average 20 minutes, to create one visualization programmatically,
it takes about five minutes to do the same thing using Crystal Dashboard. So assuming you
have six visualizations, you can build a dashboard with Crystal Dashboard in little less than
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30 minutes to versus approximately 120 minutes with a more programming approach. That is
about 400% increase in productivity.
Crystal Dashboard has alert functionality which is commonly used to call the attention of the
user to a specific item or action that has reached some pre-established limits. These limits are
often called targets, budgets, benchmarks, etc. and serve as a standard to which an item is
compared.
Multiple Languages support. Crystal Dashboard is available in Dutch, English, French, German,
Italian, Japanese, Spanish, and Simplified Chinese
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