THE DEFINITIVE, COMPREHENSIVE, OFFICIAL GUIDE TO XCELSIUS 2008 DASHBOARDS
Using Xcelsius, you can create powerful, interactive dashboards, gather data from spreadsheets or databases, and deliver knowledge that can be instantly understood and acted upon. Now there’s a definitive, authoritative guide to making the most of Xcelsius 2008, the newest version of this breakthrough product.
Loren Abdulezer, editor-in-chief of Xcelsius Journal, shares insider’s knowledge that goes far beyond any other book or online help resource. Abdulezer introduces Xcelsius 2008, reviews its core concepts, and demonstrates the wide range of dashboards it can create. After you know what’s possible, you’ll go deep inside Xcelsius, gaining hands-on experience with every feature you need to master. You’ll learn how to quickly represent any data with charting components; use dials, gauges, and speedometers; incorporate multiple layers in your dashboards and visualizations; use Xcelsius to perform more useful analyses and manage more interactively; work with maps, demographics, and segmented data; create “smart data” and alerts; and much more.
Abdulezer offers tips and tricks you won’t find anywhere else. You’ll learn how to work with data that isn’t rock-solid--and even how to create your own custom components that go beyond Xcelsius’s built-in features. Whether you’re a business intelligence or database professional, power user, developer, or consultant, this book will help you create superior Xcelsius dashboards--and make better decisions.
THE ONLY XCELSIUS 2008 DASHBOARDING BOOK YOU NEED
Use Xcelsius 2008 to get better answers, identify emerging trends and opportunities, and manage more effectively
Learn hands-on, through step-by-step examples using real business data
Discover tips and tricks proven in real-world environments
Deliver dashboard content in whatever format works best: as HTML pages, PowerPoint presentations, PDF files, or Word documents
Fully leverage the information in your Excel spreadsheets--and go beyond Excel to use XML source data, too
Implement Xcelsius best practices drawn from the hard-won knowledge of the entire global user community
ON THE WEB
Registered owners of the book can find all this and more online:
All sample files used in the book
Additional guides and tutorials to help you build dashboards
Templates and example files for new dashboard interfaces
Introduction 1
Getting What You Need from This Book 3
Locating Specific Techniques Quickly 3
How to Read This Book 3
Accessing Legacy Xcelsius Files 4
Best Practices Versus Shortcuts 4
What This Book Covers 5
Conventions Used in This Book 7
Part I Xcelsius 2008 Fundamentals
1 Motivation for Using Xcelsius 2008 11
The Original Killer App 12
The Spreadsheet as an Open-Source Dashboard 13
From Excel to Xcelsius 16
A Walk-Through of Xcelsius 17
Where to Go from Here 27
Working the Xcelsius Dashboard 27
Dashboards: More Than Skin Deep 28
Dashboard Functionality Enhancements 29
Watching Out for Limits 29
Importing Spreadsheets into Xcelsius 2008 30
Putting Some Computational Oomph into Your Dashboards 30
Closing Thoughts 31
2 Showcase of Xcelsius 2008 Dashboards 33
Embedding Spreadsheet Smarts in a Dashboard 34
Thinking Creatively with Colors and Visual Components 35
Putting Your Data on the Map 35
Rethinking Dashboard Interface Design 36
Choosing the Data You Want to View 36
Desktop Client Portals 37
Viewing Multiple Sources of Information in a Single View 37
Managing the Visibility of Components in Your Dashboards 38
Embedding Visual Analytics in a Dashboard 38
Interesting Approaches to Financial Analysis in Xcelsius 38
New Features in Xcelsius 2008 39
Enhanced Spreadsheet Support 39
Improved Support in Existing Components 40
New Components in Xcelsius 2008 40
Web Connectivity in Xcelsius 2008 41
Closing Thoughts 41
3 Getting Familiar with Xcelsius 2008 43
Learning to Build Dashboards 44
Organizing the Xcelsius Workspace 46
Elements of the Workspace 46
Customizing Your Workspace Layout 47
The Canvas 48
The Object Browser 48
Positioning the Components Pane, Object Browser, and Properties Panel 51
Using the Dashboard Design Facilities of Xcelsius 52
Text-Based Components 53
Chart-Based Components 54
Container Components 58
Selectors 59
Maps 61
Art and Background Components 61
Achieving a Uniform Look and Feel in Dashboards and Visualizations 62
Simple Replication at the Component Level 62
Pasting Components Between XLF Files 63
Xcelsius 2008 Themes 64
Fonts in Xcelsius 66
Closing Thoughts 67
4 Embedded Spreadsheets: The Secret Sauce of Xcelsius 2008 69
Spreadsheet Fundamentals 70
Formula Fundamentals 71
Building Spreadsheet Models in Xcelsius 2008 73
Spreadsheet Cell References 73
Named Ranges 77
Using Excel Functions in Xcelsius 2008 79
Understanding the Role of Spreadsheet Functions and Operators in Xcelsius 2008 79
Mathematical and Statistical Functions in Xcelsius 2008 82
Aggregation and Statistical Functions 82
Financially Oriented Functions 92
Mathematical Functions in Xcelsius 2008 95
New Excel Functions Supported in Xcelsius 2008 108
Making Dashboards Date and Time Aware 110
NOW and TODAY 110
Constructing Dates 110
Parsing Dates and Time: YEAR, MONTH, DAY, HOUR, MINUTE, and SECOND 111
Keeping Track of Your Days at Work: NETWORKDAYS 111
Other Date ....
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