Dashboard Designs: Responsive Navigation Bars

Many would believe that Excel is a static environment and not suited for making responsive mobile reports. XLCubed users know better. With XLCubed’s Dashboard Designer, it is possible to create dashboards that are not only interactive and data-connected, but also responsive to fit any device.

If you are new to XLCubed Dashboards, read this article to learn how to get started. For those that have used this feature before, you may be wondering how to make dashboard designs that are both user-friendly and best display your data.

One often needed dashboard feature is the use of a navigation bar. For small devices in particular, it is difficult to portray everything in one screen, so having a system in which users can tab through pages is useful.  With XLCubed, reports are designed in Excel which inherently has tabs. As useful as this may be, for mobile reports this is not the most intuitive. Users expect simple navigation clearly displayed at the top of the page.

Below is an example of a dashboard that uses a responsive navigation bar.

Desktop view:

 

Phone view:

XLCubed dashboard portrait phone

The dashboard uses a paged viewport that displays an Excel range with the navigation design. Each page has a different viewport pointing to a different range so that the current page appears to be highlighted.

The viewport remains responsive to screen size by using the ‘scale to fit’ with ‘lock aspect ratio’ option and setting the background colour of the viewport to be the same as the colour of the navigation bar. This means that if the screen width is longer than navigation bar display range, the viewport colours in the remaining space so it still appears to fill the screen.

For a better fit on a portrait view, the dashboard uses a different design optimised for a narrow screen. Then the ‘phone portrait’ target hides the original nav bar viewport and instead display a new viewport which displays this range.

For a step-by-step tutorial on how to recreate this design, read this article.

Visual Analytics for Excel

One of the biggest improvements in 9.2 is undoubtedly in the area of interactive charting. We’ve hugely extended the capabilities of Small Multiples through a new charting engine which brings rich interactive Visual Analytics to Excel (and web, and mobile…).

The ‘Small Multiple’ concept of many charts with a shared axis is very powerful, but in some cases users just need a single interactive chart and 9.2 caters for both scenarios. We have added zoom controls, sliders and a play axis to help users quickly focus in on and further explore specific areas of interest within the chart.

Zoom controls are available through the chart properties – right-click on anywhere in the chart and select Properties > Animation.

Let’s look at the Animation Zoom options in a bit more detail.

Initially you can select an area to zoom in on directly on the chart, however, you can also use the Zoom mode setting to select either a Slider or a Mini Chart.

Selecting a Slider adds a control to the bottom of the chart:

You can use the slider to narrow the display area, and then slide it across the range of data. This can be particularly useful in comparing relative trends across multiple charts.

Mini charts are another option available within Zoom mode – this shows a smaller version of the chart beneath the x axis and allows you to select an area to focus  in on, while retaining the smaller chart to retain the overall perspective.

File:SmallMultPreview small.gif

A Play control allows the user to see how values change over time.  To enable that open the Task Pane and add the required time hierarchy into the Animate chart by container.

Select the time periods you want to cycle through and click Play on the control beneath the x axis – it’s that easy! You can now step back through the periods one at a time, or replay the sequence as needed.

AnimateBy.gif

We hope you’ve found this blog useful and you’re inspired to visually explore your data with these new features!

As always, we value your feedback and any suggestions on how you would like to see our interactive charting extended further.

How’d you like that….displayed!

Today’s blog will show you a really quick and easy way to format your grid to show different display units.

This approach is ideal for dynamic Grids where the size of the values can vary considerably based on the selected filters, or where the user has drilled down to lower levels in the data. For example, if country level numbers are in hundreds of millions, but customer level numbers are in hundreds or thousands, it can be useful to have the ability to quickly change the display units.

Using this method, you can switch quickly to using different formats.  In our example we want to give the user the option to display the measure Reseller Sales Amount as Units, Thousands or Millions.

You can see we have a slicer to the right of the grid giving the user the choice of how to display the figures.

The slicer is based on an Excel range and is not directly linked to the grid.

A couple of things to note are the ‘Update range’ and ‘Activate XL3Link’ slicer settings are checked but more of that later.

‘Enabling Update Range with selection’ means that the slicer choice is written to a cell in the workbook – in our example it’s cell $M$17 (shown in red in screenshot below) – currently Millions are selected.

The other thing to note from the screenshot above are N13:N15.  These are a series of IF statements like below which will determine how the format sheet is updated:

=IF(M13=$M$17,”*”,”NOT SELECTED”)

As M13 is not equal to M17 the Units  row will be set to ‘NOT SELECTED’.

The row containing the ‘*’ is the format which we want to be applied to the Grid.

We now need to reflect that in the format sheet. This is done by first adding three rows for the relevant hierarchy, and setting the Excel numeric format column G to units on the first row, and then thousands and millions on the other two.

We can then set the ‘Member’ cells in column E as a simple formula referencing the table shown above. For example, the Unit’s member incell E50 in the XLCubedFormats sheet is set as =Sheet1!N13.  The same process is followed for Thousands and Millions.

With the format sheet as shown above, based on the user’s slicer selection, all members will then be displayed with the predefined Millions format as ‘*’ is a wildcard and will match on all the members in the Product Categories hierarchy.

The formatting for Units and Thousands will not be applied – unless of course you have a member in your hierarchy called ‘NOT SELECTED’!

As mentioned previously, our Excel slicer is not directly linked to the grid – we need a way to tell the grid to refresh each time the slicer choice changes.

This is where XLCubed’s ActivateXL3Link and XL3RefreshObjects comes into play.

Let’s look at the XL3ActivateLink first.  As you can see from our slicer screenshot above, our slicer is set to activate the XL3Link statement in cell I7.

I7 is set as =XL3Link(XL3Address($K$7),”Set Refresh”,,XL3Address($I$6),TRUE)

As you can see from the screenshot below it sets the target cell I6 to TRUE.

Cell J6 contains the formula =XL3RefreshSheetObjects(I6, “Sheet1”, TRUE).

As I6 is set to TRUE this forces a refresh of all objects in the sheet when the slicer choice changes.

It’s that simple – so the next time your Sales Team want their sales figures displayed as units but the CEO wants to see them expressed as millions impress them with this method!

No comment? We’ve got plenty to say!

Today’s blog will run through XLCubed’s commentary functionality.

At XLCubed we have seen a lot of customer interest in commentary and collaboration in the last couple of years.

We’re all familiar with the standard comments functionality in Excel where you add a comment to an Excel cell.

However, in a dynamic BI environment it can be limiting.  For example, say I add an Excel comment to cell $C$10, then the comment is tied to that specific cell.  If a user changes a filter selection, the numbers change but the comment does not and may not now be relevant.

This is where XLCubed commentary shines through.

By default, XLCubed comments are tied to a specific value and are made at a cell/datapoint level (or higher).  XLCubed comments are dynamic and tied to the data so if the data moves to a different location in the grid then so does the associated comment.  XLCubed comments are not workbook-specific and allow commentary to be viewed across reports.

So where could you use comments?

Potential use cases could be:

  • To warn of a temporary operational issue – for example, a failed data load
  • An at-source explanation of why a value is higher/lower than expected
  • A discussion thread where users can share insight or raise/answer questions in-context (that’s what our first screenshot shows)

To reassure all our users who might worry about permissions and the ability to see information that should be limited, XLCubed commentary access is controlled at a user/group level from the XLCubed control app.

Also, by default all grids have commentary disabled – you have to go into the grid property and enable comments

Comments for a particular datapoint eg Germany, Bikes, January 2015 can potentially be viewed in all reports that refer to that datapoint (as long as the destination grid is enabled to display comments).

Comments can be viewed and added both in the Excel Client and through the XLCubed Web Portal.

Commentary access is configured in the Web Admin tool below:

The options available are to enter comments, view comments, full control or none.

You also need to enable the grid property to allow comments:

Access comments by using XLCubed’s right-click menu > Comments.  Alternatively, comments are available from the XLCubed Grid ribbon.

XLCubed commentary supports highly-formatted text, which can be set directly in the dialog, or copied from Word.

You can include files attachments and images from an Excel range.  Both of these can be useful if you want to bring something in particular to the attention of other team members.

After adding your comments hovering over the cell will display the comment – just like standard Excel as below:

Selecting XLCubed > Comment will show the comments in an XLCubed dialog:

Comment Frames allow you to have a permanent on-report display of the comments rather than needing to hover over or select the specific cell.

These can be tied to a particular grid or to slicer selections.

The grid below has separate comments for France for January 2015 and June 2015 – the comment frame shows both comments at once:

This screenshot shows me all the comments held for the KPIs grid based on current slicer selections:

As you can see from the comment history, there’s been quite a discussion amongst the team regarding the Margin value for May 2012 for all PoS.

Remember, XLCubed commentary is fully-governed with strict control over who can add and who can view comments.

All in all, XLCubed commentary can help add context to and share insight on the numeric data shown in reporting. It can prevent many users investigating the same ‘known’ issues and provides a forum to help team members understand the data and decide on future steps to make better decisions.

We hope you’ve found this blog helpful.

Here’s a couple of useful links – the first is to the v9.1 commentary tutorial:

This is a link to our YouTube video commentary webinar:

 

Eat, Sleep, Report, Repeat!

Repeaters are a visualisation feature introduced in v9.1.  They are effective when you want to repeat a formatted section of a report by one variable.  They can save so much time as you don’t have to go through the tedious, error-prone task of recreating the same section many times by copying and pasting manually.  Imagine the time you’d save setting the design up just once and have the repetition handled by XLCubed!

Here’s an example of a repeater:

Our repeater is based on an XLCubed grid, filtered by Geography, with a panel consisting of formulae with XLCubed In-Cell charts and PictureLinks.  Additionally, each panel is conditionally formatted, with the colouring based on ratio of 3-month and 12-month average sales.

The great thing about XLCubed Repeaters is that you can include any XLCubed or Excel content in them!

Let’s see how easy it is to design our repeater – click Visualise > Repeater on the XLCubed ribbon and in the Designer window define the hierarchy to be repeated by dragging it to the Repeater Setup area.  Similarly, you can also set up any additional filters.

Click OK and then set the content of the repeater by setting up the three key ranges:

  • Repeat range – The entire area required to generate the report for one repetition. It needs to include all the source data and formulae used in the area to be displayed – the area within the blue border below
  • Render range – the display area which will be repeated and shown in the final report – the area within red border
  • Input range – the location where the member parameter will be inserted by the repeater, the cell with a green border. This will be used as the selection criteria for XLCubed Grids or formulae within the ‘Repeat Range’.

You can move/resize the repeater, set borders and margins from the Appearance tab.

You can easily include more items in your repeater by moving them in the Render range.

Remember, you can use any Excel content – in the example below we have a standard Excel chart that we want to also include at the top of our repeater:

Drag the chart into the top of your Render Range (resize as necessary) and your chart now appears like this:

It’s as simple as that!  Set up your repeater once and no more worrying that you’ve missed vital bits of information!

For more details see the Repeaters page on our Wiki:  https://help.xlcubed.com/Repeaters

…and a YouTube video which runs through this example:

https://www.youtube.com/watch?v=d3hYF8vkz-M

For all you football fans out there, our blog on the Premier League transfer window also has an example highlighting the use of repeaters:  https://blog.xlcubed.com/2017/09/charting-the-premier-league-transfer-window/

As always we would love to hear your feedback!

Making your (Power)Point

Over the last year or so several customers have asked about the ability to export XLCubed reports directly into PowerPoint.  They were doing this manually as part of regular monthly reporting cycles, and wanted to automate what was a fairly tedious process, and to save time. We took these requests on board and are pleased to announce PowerPoint integration as a new feature in v9.1.

Enable this functionality in Workbook Options > PowerPoint settings.

Check the box to ‘Allow save to PowerPoint slideshow’ and add your slide(s).  Each slide consists of an Excel range within the report and you can change the order of your slides by dragging this icon:

You can add as many slides as required. You now simply publish the report and then from within XLCubed Web select the Download PowerPoint icon from the bank of icons on the top right of the screen:

It’s as simple as that!

A default PowerPoint template is included.  This is a standard PowerPoint file with a Master Slide to use when any new slides are created in the export.

If you have company-specific PowerPoint formats you can also set up your own PowerPoint templates, complete with Master slides, in the Repository folder on your Web server:

C:\inetpub\wwwroot\XLCubedWeb\Repository\__xlcubed__\__powerpointtemplates__

There are two types of layouts:

XLCubedNoTitle – for slides that do not require a title.  The slide must contain a ‘content’ placeholder that can be positioned and resized to the layout needed.

XLCubedWithTitle – for slides that need a title.  The slide must contain ‘content’ and ‘text’ placeholders that can be positioned and resized.

Check the Template box in Workbook options > PowerPoint settings to browse to the Repository and select the PowerPoint file to be used.

PowerPoint integration also supports Multi-Sheet web printing.  This is a really simple way to include a number of slides in your PowerPoint presentation.  For example, say we wanted to analyse and compare revenue across a number of sales regions over a period of time.

With this functionality enabled a user would be able to create separate slides showing sales revenue for the each of selected regions over each of the selected periods with the selections being made via slicers at the time the PowerPoint is created.

Multi-Sheet Web printing is enabled through Workbook Options.

There is more information on this here:

https://help.xlcubed.com/Multi-sheet_Web_Printing

PowerPoint is also available as an output option within scheduling, in addition to PDF and Excel.

To see how easy PowerPoint integration is to use, take a look at our YouTube video:

https://www.youtube.com/watch?v=IaQiBs5_R-4&t=62s

As always we would love to hear your feedback!

Report Flexibility, with Control

Sometimes we want to let report users modify the structure of a report but to govern exactly what they can and can’t do. While Grids can be restricted at a granular level to enable and disable functionality, that approach still requires some degree of product knowledge by the user.

XLCubed provides the XL3SetProperty() formula, which enables manipulation of many of the core objects such as Grids, Slicers and Small Multiples. It means report users can have simple slicer selections to change the structure of a report, what’s being displayed in a chart, or to vary the chart type. It gives flexibility within the report, but requires no product knowledge from the end user which can be crucial when delivering web reports on a widespread basis.

One common example of usage is where the hierarchy to be viewed in a grid needs to change based on the measure a user selects (depending on the structure of the cube some measures may not be applicable for all hierarchies). Typically that would need to be handled in two Grids, but we can use XL3SetProperty to bring this together, and also to give user choice on the associated Small Multiple Chart view.

The final published report is shown below:

 

S1

 

If the user selects an “Internet” measure, we show Customer Geography on rows, whereas a “Reseller” measure should show Reseller Type on rows. The same logic applies to the Small Multiple chart. In the screenshot below, the user has selected Reseller Gross Profit as the measure, and ‘Stacked Column’ as the chart type. You can see that the hierarchy on rows has been switched, as has the split within the individual charts, allowing the user to easily vary their view of the data with simple button selectors.

 

S2

 

This is implemented through the following key points:

  • A lookup table in Excel to determine what hierarchy is applicable for each measure
  • An Excel list showing the available chart types – this is used in the Chart Type slicer
    • The chart slicer outputs its selection into cell $AG$10
  • The measure slicer is linked directly to the grid and the small multiple, but also outputs its selection to an Excel cell ($A$B4)
  • A vlookup determines which hierarchy to use based on the selected measure
  • Three XL3SetProperty() formulae now control what is displayed based on user selections:
    • $AB$7 – sets the grid rows
    • $AB$8 – sets the small multiple columns
    • $AB$7 – sets the chart type

 

Formulae

 

The approach gives a deep level of access to the key XLCubed reporting objects, and enables controlled flexibility within web and mobile-delivered reports. No programming is needed, just a mid-level understanding of Excel itself, and XLCubed.

This is just one example of what the approach can achieve – it’s really limited only by imagination. See XL3SetProperty() for more detail, or contact us if you’d like the example workbook.

Cell-Linked Decomposition view

In displaying the key and often high level information required, many reports raise lots of additional questions in terms of why a specific number is ‘too high’ or ‘too low’, or how the number is comprised. XLCubed provides lots of ways for power users to further explore and visualise this, but in this blog we’ll take a look at one of the simplest and easiest to implement within a report – a cell-linked decomposition view, or a dynamic breakout.

The scenario below is a fairly straightforward Regional Sales report which will be deployed to management through XLCubed Web. When users click on a sales number for a specific region and month we want to provide them with a ranking to show the top 10 products which were contributing to that revenue. We provide a number of ways to achieve that but this is by far the simplest:

Select any of the values returned in the Grid and then either use the ‘Breakout’ option on the Grid Ribbon, or right click and choose XLCubed – Breakout Value. You now specify where to position the resulting breakout, which hierarchy to decompose the number by, at what level, and how many ranked items to show.

BODialog

 

In this example we’ve chosen the top 10 Products at the SubCategory level. The result is shown below. The green cell in the original grid is the cell the user has selected and is ‘tracked’, so when another cell in the grid is selected the breakout updates accordingly, meaning users can easily explore the makeup of their data.

 

BO Result1

 

The breakout result can be further decomposed by running another breakout, this time on the product subcategory. In the published example below we’ve run an additional breakout showing the top ranked products in the selected subcategory.

WebBO

 

The report user can now simply click on the values which are of interest to see the associated product sales breakdown, and it’s something which can be built in minutes by the report designer.

Finding a needle in a haystack – Member Searching made easy!

Searching for specific elements of large hierarchies can be a real pain in many Analysis Services client tools, and we often hear of it as a major frustration in Pivot Tables where dialogs can be cumbersome and prone to locking up.

XLCubed has both a Quicksearch and an Advanced search in the Member Selector, but in this blog we’ll show how to link the search dynamically to an Excel cell (or a web entry cell on a published report) and to retain the search as a dynamic part of the report rather than a point in time selection.

Let’s say we are a retailer with a large product hierarchy running to tens or hundreds of thousands of products. The naming convention means groups of products can be searched by a partial match on their name, and as a report designer we’d like the users to be able to type the search in as quickly and easily as possible rather than go into a custom search dialog. Here’s how:

Below is the final result in Excel, a simple list-report where the user just types the text they want to search the hierarchy for, and matching products are shown on the rows of the report.

Search1

 

We start with a regular grid, putting Product Categories on rows, and then in the Member Selector we can either select a specific level or set of data to be searched, or go to the Advanced tab and select the whole hierarchy as shown below.

EditHierarchy

 

 

In the advanced dialog, click on the binoculars:

Binoculars

 

to add a search, and then in the dialog below you can either type a search term directly in the ‘Search Value’ or reference an Excel cell, in this case $C$3. ‘Search By’ allows you to specify exact match, begins, contains etc.

Search2

 

At this point it’s worth mentioning that while in this case we are just searching by the name of the product (MEMBER_CAPTION) we could also chose to search by any member properties which exist.

So having done that we simply type the search string into $C$3 and we get the matching products straight away – couldn’t be easier.

To make this available for web deployed reports there are two additional steps:

  • Make $C$3 available for web input. To do that right click on the cell and choose Format cells, and then on the protection tab uncheck ‘locked’.
  • Add a search or refresh hyperlink or button so that the web user can refresh the report when they’ve typed the search term. This can be handled using either XL3Link() or XL3Picturelink and the process is described in our previous blog.

The web version is shown below:

Websearch

Click & Submit!

We’ve had a few queries recently where customers want to provide web reports with a number of slicer choices, and to have the report refresh just once when all selections are made, rather than the default refresh after each selection. It can be achieved in a couple of ways in XLCubed, read on for more…

The key to this approach work is the ‘Wait for Submit on Web’ option on the slicer properties, shown below on the Behaviour tab of the slicer designer:

sub1

This means when the slicer is changed it does not refresh the report straight away, and if you set this on multiple slicers users can then press the ‘submit changes’ button on the toolbar shown below after they’ve made their selections.

sub2

 

Alternatively, and to make it more obvious for web users you can have them click on some text or an image in the report itself to call the refresh, as in the examples below.

I’ve created a simple report below with five different slicers.  Note the “Refresh“ to the right, created using XL3Link().

sub3

 

The XL3Link statement is available from the Insert Formula menu on the XLCubed ribbon:

 

sub4

 

It’s most often used to move the focus to another area of the report while passing parameters to enabled linked-analysis in a multi-sheet report. However, here we can use it to call a refresh.

We can leave the “Link to” parameter blank, and also the Target and Value cells. The last parameter, LinkType calls SubmitChanges on the web, so the syntax will look like below (you will need to update the XL3Link statement to include this parameter):

=XL3Link(,”Refresh”,3)

There is more guidance on the general use of XL3Link on our Wiki at: http://www.xlcubed.com/help/XL3Link

So when we publish our report to our web server we can change the slicer choices as required but it’s only when we click the Refresh button that the report is refreshed.

sub5

 

If we’d prefer to display an image for the user to click on rather than text we can use XL3PictureLink in a similar way.  When using XL3PictureLink we can display any picture – we’ve used a generic refresh icon but it could easily be a more corporate-applicable image:

sub6

XL3PictureLInk is also available from the Insert Formula menu on the XLCubed ribbon:

sub7

Browse in the window above to locate the Picture file to insert and remember to check the Perform a Submit Changes on Web box.

There is more guidance on XL3PictureLink on our Wiki at: http://www.xlcubed.com/help/Picture_Links

This is the published report using XL3PictureLink, the user makes the required selections and clicks refresh.sub8

 

So it’s as easy as that – two ways to ensure that your users can change multiple slicers on web-published reports before calling the refresh, and without you having to direct them to the standard submit changes on web button.