Xcelsius Engage 2008

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Course Description

This course is designed to provide you with an understanding of how to create interactive visualizations based on Microsoft Excel workbooks using Xcelsius Engage 2008. By the end of the course, you will understand how to use the Xcelsius tools, determine which components best represent different types of information, set up the relationships between these components, and bind the models to live data.
2 days
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Prerequisites

The course is intended for inexperienced Xcelsius Engage 2008 users who need to acquire proficiency with building interactive visualizations based on Microsoft Excel workbooks and for the technical user who will connect existing models to live data sources

Benefits

Xcelsius Engage is an easy introduction to dashboarding functionality. In just a few hours, you can create business dashboards and data presentations from spreadsheets and corporate databases – and share them live through Crystal Reports, Microsoft Office, Adobe PDF, and the Web. Xcelsius Engage provides end users with access to up-to-the-minute company data in a simple and actionable interface.
The business benefit of this course is that you will be able to create interactive visualizations that allow users of all levels of expertise to understand complex data, perform "what-if" analysis in a simple-to-use format to spotlight problems and resolve issues, and create presentations and reports.

Getting around in Xcelsius

• Create a blank XLF
• Import an Excel file
• Navigate in Xcelsius
• Change component visibility using the Object Browser
• Crop the canvas
• Define the canvas size
• Change the layout of the Xcelsius interface

Working with your Excel workbook

• Replace the embedded Excel workbook
• Copy data from an Excel file to the embedded Excel workbook

Visualizing data with charts

• Define the available charts
• Create a chart with a data range
• Create a chart with series
• Create a chart with ignore end blanks
• Create a chart with a secondary axis

Using Xcelsius components

• Define the available single value components
• Create an interactive model
• Create an interactive model with play options
• Add graphics and backgrounds
• Create a model with a Panel Container
• Create a model with a Tab Set Container
• Create a model with a value-based alert
• Create a model with a percentage-based alert
• Add text to a model
• Define other available components
• Create a model with an interactive calendar
• Create a model with a local scenario button
• Create a model with a Trend Analyzer
• Create a model with a History component
• Add a URL to a model

Distributing your visualization

• Take a snapshot from preview mode
• Export to Flash or HTML
• Publish to PowerPoint, Outlook, Adobe PDF, or Word
• Export to BusinessObjects Enterprise as a SWF or an XLF file

Formatting a model

• Change the appearance of a component
• Change the font for a model
• Apply a color scheme to a model
• Apply a theme to a model
• Create a model from a template
• Create a template from a model

Adding interactivity with selectors

• Define the available selectors
• Create a model with a list box selector
• Create a model with a radio button selector
• Create a model with a graphic selector
• Create a model with table output
• Create a model with a table selector
• Create a model with a drill down chart
• Create a model with a list builder
• Create an interactive map
• Create a model with a selector that contains alerts

Adding dynamic visibility

• Create a model with dynamic visibility using data insertion
• Create a model with dynamic visibility using a formula
• Create an interactive map with graphics
• Create a multi-layer model

Live data connectivity

• Connect to XML-compliant databases
• Connect to SOAP-based Web services