Wednesday, November 24, 2010

SAP Crystal Dashboard Design

Following SAP’s free download offer for SAP Crystal Presentation Design, there’s now an excellent offer on the grown up product: SAP Crystal Dashboard Design. This extends functionality to make all the widgets available, plus live data, web services, all singing and dancing! If you have Crystal Reports Server with Named User Licenses, you can even publish dashboards for all your users to play with.

Headline offer is 45% off, I’m hoping to make that half price once I can get a confirmed cost price.

For those who’ve been struggling to keep up with the name changes, this used to be called Xcelsius.

Prices through, managed to trim to half price:
Single license £395 + VAT
Discounts available on 3+. Extra discounts for Government, Non-profit, Education
Order on 01759 369827 or via Pursuit Technology


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Conditional Formatting in Crystal Reports

What exactly is Conditional Formatting in Crystal Reports?

Conditional formatting, put simply, is formatting  (e.g, font color, font style, etc.) applied to data that meets certain rules or conditions.  For example, the person requesting the report would like the Total Sales field to have a green background if the amount is greater than $5000.

But how is this conditional formatting magic done?

Select the field to be formatted.Right-click and choose the border tab – background color is in the center of that tab.Do not click in the color checkbox, rather click on the X+2 box directly to the right of the background color. The Formula Editor will open.In the Operators column choose Control Structures for the If Then Else.Double-click to bring that down to the work area. At the top of the functions column, you’ll see two new categories associated with formatting text/numbers: Formatting FunctionsColor ConstantsNow the tricky part: you have to construct a formula. I’ve included a couple of examples below.if Sum ({Orders.Order Amount}, {@GroupSort})>5000 then crGreen else crNoColor

Note that the colors are preceded by cr in lower case – Crystal Reports needs this, so do not enter a color name without it.  Also note that the else argument is followed by crNoColor.  The else could also be followed by DefaultAttribute, like so:

if Sum ({Orders.Order Amount}, {@GroupSort})>5000 then crGreen else DefaultAttribute

The results would be the same but the second formula would revert back to whatever the formatting color was that did not meet the condition. Of course, the formulas could be much more complex but the logic remains the same.  If the formula returns true do this othewise do something else.

Happy formatting!

We cover conditional formatting in our Introduction to Crystal Reports class.


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IBIS 2010 Surfs and Serves Some Cool BI

Hands-on immersion training can be tough but when your classroom looks out on to the Pacific Ocean of Southern California and during the breaks you can walk out on to the balcony and watch surfers riding the waves, it’s not so bad.

IBIS 2010 Beach view

This year’s InfoSol Business Intelligence Seminar (IBIS) was just packed with high quality and in-depth boot camps and seminars covering Xcelsius, Web Intelligence, Crystal Reports, Data Services, BO XI 3.1 Administration and lots more. It was also located at the beautiful Ritz Carlton, Dana Point on a bluff overlooking the Pacific Ocean which was the perfect remedy after a day of absorbing tons of knowledge.

The Welcome reception on Sunday night, entitled “Seeing Beyond Business Intelligence” was set in the Solutions Showcase area where sponsors demonstrated and discussed some of their latest business intelligence solutions.  I delivered the keynote the following morning on the same “Seeing Beyond” theme and highlighted some interesting business intelligence customer case studies.  The keynote on the Tuesday from Santiago Becerra, CEO of Mellmo, was quite fascinating as he took the audience through “the Evolution of Think” and cleverly demonstrated how putting fun into regular tasks can change people’s habits as well as their adoption of solutions. Showing Roambi, the latest business intelligence solution for the iPad, really brought the point home well.

The 2010 Best Xcelsius Awards demonstrated how far many companies have come in applying Xcelsius in very complex and powerful applications and inspired many others to go even further so I would watch out for next year’s awards.

I had the opportunity to meet with many people during the event and dive into some great discussions on both existing challenges in various BI implementations as well as future directions. In general, it appeared that most companies lag about 3 to 5 years behind the latest releases of SAP BusinessObjects and other BI solutions. Occasionally there is some critical new functionality that will compel a company to adopt a new release sooner but that tends to be the exception to the rule.  Many customers expressed that having reliability, stability and consistent performance are more important than most new functionality. Some of the newer solutions like Xcelsius dashboards and Roambi mobile business intelligence appear to circumnavigate this pattern since they can often be deployed and highly effective outside of the main business intelligence and production applications. A further big factor here is cost as many companies are more hesitant, due in part to the recent global recession, to spend large amounts of time and money on new software until they have conclusively proven a solid return on investment. For this reason incremental software purchases and pilot projects have become very popular in the BI space.

This was evident at IBIS as customers expressed a lot of interest in Xcelsius, XDM, Roambi, XWIS, GMaps, 360View, Version Manager and SAP BO EDGE solutions for very specific business issues and needs.

All in all, IBIS 2010 was a great BI gathering and information exchange and continues to grow in popularity. A couple of lucky attendees won iPads and a couple of not-so-lucky attendees dropped their phones in the ocean, but judging by the feedback everyone can’t wait to do it again.

Here are a few of the comments received back on IBIS 2010 :

“The IBIS conference was terrific this year.  I can’t wait to incorporate write-backs into our dashboards, and InfoBurst 2009 with dashboard bursting opens new doors for delivering customer information.  I also really enjoyed Aluchemie’s customer demo with all of their challenges they had to overcome!”

Kim Marshall, Waldinger Corporation

“I wanted to commend you and your team on the wonderful seminar.  My colleagues are very enthusiastic about their boot camp and the knowledgeable instructors they have met. You and your team have been wonderful throughout the past few days and everyone’s terrific attitudes have made the seminar a great success”

Melinda Dennis, Aluchemie

When asked, “What was the best part of the seminar for you?”, here are some of the responses :

“User Panel – excellent recognition of organizations with creative solutions”

“The class time. The first time I have ever been to a seminar where I was asked right from the beginning to reverse engineer an example”

“ The chance to talk and network with pros, find out what SAP doesn’t tell you about the product and get the best practices from people who have been in the trenches”

“…invaluable talking with other companies and knowledge sharing”

“… the workshops were excellent and very exercise intense so there was no boredom factor”

“Meeting with other users of the tools – It is a great way to get new ideas”

“The tips on real life best practices were extremely valuable – something that you cannot always get from other conferences”

“Size of the event led to good instruction and interaction”

“The training far surpasses any other training in the BI field. InfoSol has created a habitat for intensive training efforts at an economical price”

“The fact that I am learning things that are actually going to help me solve current problems – which also helps me sleep better at night”

Paul Grill started his career in Information Technology in the U.K. in 1978, as an Executive Data Processing Trainee for Honeywell. More than thirty years later, he still has a voracious appetite for learning as Information Technology continues to advance at an ever accelerating pace. He was first introduced to the world of Business Intelligence in 1991, in France, when he saw a demonstration of an early version of BusinessObjects on Windows 2.1. He returned to the U.S. to rave about this phenomenal product, but it was many years before BusinessObjects made it into the mainstream. Paul founded InfoSol in 1997, and made Business Intelligence one of the key solutions offered by the company. Today, InfoSol is a leading SAP BusinessObjects solutions partner, known for its expert consulting, education and innovative add-on solutions. Paul is well known within the SAP BusinessObjects community for his extensive knowledge of Business Intelligence, and he has lectured and written many articles on the subject. Paul enjoys writing, running and coaching kids soccer, and is passionate about Ancient Egyptology.

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Free! Xcelsius Recorded Webinars

Hi folks,

I’ve been getting tons of emails asking when and where our webinar recordings will be posted.  I have finally been able to edit and post the last two recorded Xcelsius webinars at the links below:

Xcelsius 101 (for Beginners)

Xcelsius Advanced XML Connectivity (not XML Maps)

Note that each recorded webinar is FREE to view.  The embeded video will automatically start as soon as the video buffers..

If you are not able to see the video, you are probably missing the Windows Media Player ActiveX plug-in.  Just email me and I’ll help you get set up.

Enjoy!

Mike Alexander is the author of several books on advanced business analysis, including Crystal Xcelsius For Dummies. You can find Mike at Datapig Technologies, where he serves as principle contributor and shares free video tutorials with the Microsoft Office and Xcelsius communities.

Tags: Guru Videos, SAP Crystal Dashboard Design, Sap Xcelsius Webinar, Xcelsius 2008, Xcelsius Training, Xcelsius Video, Xcelsius Webinars


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Life Cycle Manager and Xcelsius Servers

Some of you who love living on the bleeding edge of technology may be bleeding a bit when installing the latest Life Cycle Manager (LCM) and Xcelsius servers. Of course these servers should be installed when you install LCM or BusinessObjects XI 3.1 Service Pack 3. The only problem is that they aren’t.

They aren’t in the CMC, they aren’t in the CCM, and you can’t add them. For some reason you have to go in and run a script that tells Business Objects to go looking for them. From a command prompt you have to run a script that looks something like:

[BOE_install location]\win32_x86\scripts\addnode.bat -name [NODENAME] -siaport [Port Number] -cms [CMS Name] -user [User Name] -password [Password] -authentication [Type] -platform win32_x86 -update

EXAMPLE:

C:\Program Files\Business Objects\Business Objects Enterprise 12.0\win32_x86\scripts\addnode.bat -name BOXISERV -siaport 6400 -cms BOXISERV -user Administrator -password [Administratorpassword] -authentication secEnterprise -platform win32_x86 -update

For better or worse BOTH the new Xcelsius servers and LCM server seem to be troubled by the same problem, with the same fix.

Please let me know how this works for everyone out there!

Thanks to Dallas Marks and Matt Hawkins at Consultancy by Kingfisher for help with the Xcelsius Server information.


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Setting Default Fonts in Crystal Reports

Tired of constantly formatting your fields in Crystal Reports?  Frustrated because you  have to do it for every report?  Crystal Reports uses default fonts provided in the database and they are not usually what you would consider attractive for your report.  You can change the default fonts so that when you design a new report, Crystal will use your preferred fonts in the new report.

Before you start your next report, take the time to set your default fonts for all future reports by following these steps:

From the File Menu, select Options.Choose the Font tab.Select each field category, select the font face and size. (For example: for Group Names, you may like Arial 12 and Bold.)Consider making the Summary Fields the same style, so the Subtotals will automatically match the Group Names.Fields are the record data, so a smaller size would be appropriate (e.g, 10 or 11).Field Titles are the Field Names or Labels that automatically go in the Page Header so you may want to Bold and Underline them.  Maybe make them a size larger than the fields.

Remember, Crystal Reports is a professional presentational reporting tool.  Your reports should appear professional, but they do not have to be difficult or time consuming for the report designer.  The main goal is to provide the correct data, but it’s nice if you can do it with a little style.

Hope this makes your reporting easier for you!!

Formatting Reports is covered in our Introduction to Crystal Reports 2008 class.


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Getting Started with SAP Crystal Reports Server

In the fifth and final challenge of Reportapalooza, I’ll be writing a three part series of blog posts about the product at the heart of the SAP Crystal product line – SAP Crystal Reports Server.

My experience with BusinessObjects software goes back to versions 6.1 and 6.5 and the days of Application Foundation and the BOMain.key. Then in 2006, I had the good fortune of being introduced to BusinessObjects XI and the new CORBA architecture. This led to an ongoing string of (mostly) enjoyable experiences installing, deploying, migrating to, and administering BusinessObjects XI R2, XI 3.0, and XI 3.1. These experiences also included many years of developing Universes, building Desktop Intelligence reports, Web Intelligence documents, and finally Xcelsius 4.5 and 2008 dashboards. But my experience with SAP Crystal Reports only goes back to version XI and I’ve never had the opportunity to even see SAP Crystal Reports Server. So I jumped at the opportunity to install and peruse SAP Crystal Reports Server as part of the “Reporting Remix” and Reportapalooza.

Diving right in, I installed “SAP Crystal Reports Server 2008 V1” on my favorite box. My first attempt failed though because I tried to install it on a machine that already had SAP BusinessObjects XI 3.1 installed. My mistake, I should’ve known better.  :)  Not a problem, I moved to another PC.

As the installation began, I started noticing some very familiar screens. These were some of the same exact windows and options that are offered when SAP BusinessObjects XI 3.x is installed. Below is a description of a few of the dialog screens presented during installation.

Install Type selection – Provides the option to install a MySQL Database Server.Server Component Configuration – CMS Port selection and administrator account setup.Server Intelligence Agent – An “umbrella” service that helps manage services (or servers) by automating starting, restarting, and stopping of servers.Web Application Server selection – Java Web Application Server is the default and “WACS” is recommended deployment type. However, the option to install a Tomcat server and deploy to it is provided.  Additional options are also provided, such as:Allowing you to deploy to a pre-installed Web App ServerThe option to manually deploy the WAR file web components after installationInstall an IIS Web App Server (assuming ASP.NET v1.1 already exists)MySQL Database Configuration – Used for storing system data.Web Application Container Server Configuration – HTTP port setting. 6405 is the default.

After making it through the initial series of settings, installation is ready to begin. The screens continue to remind me of installing BOE but they all say “Crystal Reports Server 2008 V1 Setup”. Pictured below is the Server Intelligence Agent dialog screen showing the option to rename the Node Name and manually adjust the Port number. I changed the Node Name but kept the default Port #.

Crystal Reports Server Intelligence Agent - Node Name - Port Assignment

The screenshot below shows the Web Application Server deployment options.

Web Application Server selection

The two screen shots below show the installation in progress. Expect installation to take from 30 minutes to 1 hour.

Installation Underway

Installation Continues

As my installation moved very close to completion, I was prompted (on Vista) by my Windows Firewall to either Keep Blocking or Unblock “BusinessObjects Enterprise”. “BusinessObjects Enterprise”? Wow, so far, it’s almost exactly like BOE!

Unblock Firewall

Suddenly I remembered the driving force behind the architecture change from BusinessObjects 6.5 to the smooth, elegant, and .WAR filled CORBA architecture in XI. It was because of the powerful and stable SAP Crystal Reports Server.

Installation complete! It’s time to click Start and have a look at what was installed. The screen shot below shows full list of tools installed. The items that jumped out to me are:

Central Configuration Manger (CCM) – Windows based server management utilityCentral Management Console (CMC) – Web based administrative consoleImport Wizard – Tool for migrating objects from one environment to anotherJava Infoview – The reporting portal (and same favicon used by InfoView in BusinessObjects)

SAP Crystal Reports Server 2008 Tools

The first thing I did was click “Java Infoview” and logon as the administrator. At first glance, it’s identical to SAP BusinessObjects Enterprise XI 3.1. But within minutes I began to notice a couple subtle differences. For one, there were a couple key products missing that I’m used to seeing. Such as:

Universe DesignerWeb Intelligence

Then I realized how long Crystal Reports has been around. And how many clients use Crystal Reports to develop highly refined pixel perfect reports. What is the best method for delivering reports to users in a zero-client environment and not requiring the installation of Crystal Reports on every users PC? The answer is SAP Crystal Reports Server.

In my next two posts I will begin describing some of the common features and primary functions in SAP Crystal Reports and how it relates to an enhanced user experience.

Thank you,
Jim Brogden
jim.brogden@daugherty.com

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