Xcelsius Basics-Map component with Alerts

XCELSIUS MAPS:
Mapping makes understanding and visualizing data much easier, much easier than showing it on an Excel sheet.I have always loved this component of Xcelsius, Map component in Xcelsius provides probably the easiest way to plot data on a Map.Map Component is probably not as straightforward to use as some of the other components but, once mastered, it lets you create a whole range of maps.  Let’s get started and make this particular dashboard.



Steps:

  1. 1.    Preparing the Spread Sheet: This is the most important part in map based dashboard creation. We need to organize the data in our sheet properly before we jump onto the dashboard creation. Xcelsius comes with an Excel sheet ‘MapRegion.xls’ (Find it here: ‘C:\Program Files\Business Objects\Xcelsius\assets\samples\User Guide Samples’ or you can download it from here) which makes it easy for the user to connect the Data to a subdivision (subdivision can be states in a countries Map or Countries on a Continent’s map etc) on the map
.
  Each subdivision in the map has a defined Region Code (Example given below). When Source Data, Display Data, or Target Data is selected, the Map component looks in either the first column or first row of the range for the defined region codes. When the code is found, the data in the matching row or column is then associated with the corresponding region. So, for example, when we look at the map ‘United Kingdom by region’, It is divided into :
a.      England
b.      Northern Ireland
c.      Scotland
d.      Wales
So the row (or column) associated with ‘Wales’ (which is the region code for the region Wales) gets placed in the target cells when region Wales is clicked. As you can see, more or less the region codes are nothing but the name of the region.
So, the most important point to keep in mind while using this component is that each row or column has to be assigned the correct regional code only then the data associated with the region can be displayed on the dashboard. If you do not have data associated with a particular region, the map will automatically show not data for that region.

  1. 2.     Map has two Insertion types (i.e. two ways to subset data): Row and Column (Yes, ‘Filtered Rows’ is not available). 
 C *click on the start button( arrow at bottom right) to see it again

cli *click on the start button( arrow at bottom right) to see it again
   
      3.  So you can arrange you data in Rows or Columns with the start of the row or Column named  with the regional code, which can be picked from the Excel file. You can choose any of the two ways to arrange your data, we have used rows and our data looks like this.


We have state names in Column A, total customer numbers in column B, Customers falling in the Age bracket 10-30 in column C, Customers falling in the Age bracket 30-50 in column D and Customers falling in the Age bracket of >50 in column E. We have 52 rows in our data (Sheet-'Members by State'), from A1 to E52.

3.      4.  We would like to display total of customer counts on the map and we would like the Pie chart to  display the distribution of age of customers of a state when clicked.
4.       5.  Connecting Map component to Data:- In General Tab
a.  Title: ‘XYZ's Customers By State’
b.  Display Data: 'Members by State'!$A$1:$B$52 (As we would only like to display the total customer counts)
c.  Insertion Type: Row (as we have our data arranged in rows)
d.  Source Data: 'Members by State'!$A$1:$E$52 (As we have the data from A1:E52, which we would like to display on a pie chart)
e.  Destination Data: 'Members by State'!$N$2:$R$2 (So as soon as a state gets clicked, the data corresponding to that state gets put here i.e. in the cells N2:R2. This feeds the pie chart)

5.     6.  In Behavior Tab:- Change the default state to the state which you would like to have wen the dashboard opens. I have made New York as my default state. Also, you can change the ‘insert on’ option, which by default is ‘Mouse Click’. In the Appearance Tab you can change the Text options and number display formats.

6.     7.  Map Alerts: Go to the Alerts tab:-
a.    Enabled Alerts: Checked
b.    By Value(Toggle button): Clicked
c.     I would like more than three colors on my Map, if you would like just three colors on you map then simply click on the ‘To’ column, in the first row, and enter values on the basis of which  you would like to have the color  Green, yellow or Red. Also change to ‘High values are good’.

d.    If you would like to have more than just three colors, then click on the ‘Use a range’ check box. Then click on the selection button on the right side and select B2 to B52. This will automatically put all the values in the Colored section and assign different shades of Green, yellow and Red. If you would like to change the brightness of these colors then you can click on the color selection panel on the bottom right side of this color Box as shown in the figure. Also click on the ‘High Values are good’ if you high values are ‘good’.

e.   This should ideally give you map colors according to the total customer counts but if you map still appears grey then don’t worry this is because of a bug in Xcelsius, all you have to do is click on the ‘As Percent of Target’ at the top and then click again back on the ‘By Value’ button this should definitely make you map ‘colorful’.
f.      Again you can use the color panel to have colors of your choice you can also have a single color with different shades.
g.    Then we finally use a pie chart, with values being picked up from 'Members by State'!$P$2:$R$2. We also add a legend simply by coloring some cells in the sheet and using a spreadsheet table component to make the dashboard look good.









 

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