© 2008 Wellesley Information Services. All rights reserved. Building cockpits and dashboards: Shortcuts, design best practices, and guidelines to ensure you pick the right SAP NetWeaver BI tool for the job Dr. Bjarne Berg
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© 2008 Wellesley Information Services. All rights reserved.
Building cockpits anddashboards: Shortcuts,
design best practices, andguidelines to ensure you pickthe right SAP NetWeaver BItool for the job
Dr. Bjarne Berg
8/13/2019 R&A2008 Berg Dashboards v5
http://slidepdf.com/reader/full/ra2008-berg-dashboards-v5 2/56
2
What We’ll Cover …
• Background, terminology, and examples
• Tool options
• What makes a good cockpit
• Which tool is right !or me
• Wrap"up
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Dashboard Scorecard Cockpits
Purpose Displays performance Displays progress Displays status and events
Usage Performance monitoring Performance management Performance management
Updates Real-time feeds Monthly snapshots Daily snapshots
Data Events Summaries Summaries and events
Measures Metrics KPIs Metrics & KPIs
Context Exceptionsalerts !argets and thresholds !rends
Source "in#ed to systems "in#ed to plans "in#ed to $I systemsSources% ayne Ec#erson' ())*+
$,arne $erg ())
Background and Terminology
#any companies and people con!use the concepts o! dash$oards,
scorecards, and cockpits. They vary in terms o! purpose, usage,
source, data, etc.
#ost B% systems !all in to the cockpits category
hese are typical para!eters, and so!e !ay be slightly different
"e#g#, so!e !etrics in a cockpit !ay only be updated !onthly$#
%o&ever, such deviations should be e'ceptions#
$,arne $erg ()).
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Typical Components o! a Cockpit& '(# (xample
• )igher"
levelnavigation
$et*een
vie*s
• (xternal
data
• +raphical
displaysComparative$enchmarking
-ogical grouping o!similar in!ormation
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'(# #anagement Cockpit
Illustrate best
practices, bench!arks,
or target perfor!ance
(usto!i)ed navigation
!enus and buttons
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*ink !ore
docu!entation
(entral navigation can
change !ultiple vie&s
+ake !ultiple
!easures available
Source: SAP A, -../
avigations -inked to #ultiple /ie*s
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What We’ll Cover …
• Background, terminology, and examples
• Tool options
• What makes a good cockpit
• Which tool is right !or me
• Wrap"up
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Tool 0ptions
• '(# C1#
• We$ 2pplication Designer 3We$ 2D4
• '21 etWeaver /isual Composer
• 1u$lishing to the portal
• Custom cockpits 3B% 5ava 'D64• Third"party cockpits
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'trategy #anagement and 1er!ormance #easurement 7 C1#
The presentation layer in '21
#anagement cockpits has!our layers&
•Cockpit )igh"level overvie* 3consists o! *alls4•Wall 2 logical grouping o! measures•-ogical vie* The display level o! the cockpit8 consists o! !rames•9rame -o*est level o! individual measure display
hese presentation layer objects are already Web0
enabled and integrated &ith the Portal# hey also
provide built0in drill0do&ns and navigation, based
on ho& you constructed your !easures#
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What is '(# 7 C1#
The Corporate 1er!ormance #onitor 3'(#"C1#4 is part o! the'trategic (nterprise #anagement B% tool suite. %t consists o! the1er!ormance #easurement 31#4 area and the 'trategy managementarea 3'#4.
The Performance Management area consists of four distinct areas&
:. #anagement Cockpit;. #easure Builder
<. Benchmarking
=. Delivery o! $usiness content
The Strategy Management consists also of four areas
:. Balanced 'corecard
;. 'trategy modeling
<. /alue Driver Tree
ObjectiveObjective
MeasureMeasure Value Driver TreeValue Driver Tree
Risk Risk
Strategy Strategy
InitiativeInitiative
Source: 1# *o!bard, -..2
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'(# 7 C1# Walls
Walls are the highest level o! the '(#"C1# Cockpit. >esearch has
sho*n that more than ? *alls are hard to read and comprehend. %dealnum$ers are <, @ or ?.
#ajor considerationAA
)umans have a hardtime remem$ering,organiing, and retainin!ormation that isasymmetrical.
This is true !orhearing, seeing,tasting, !eeling andsmelling.
3ead !ore about the cognitive revolution and the article thatstarted it all: Ne&ell and Si!on 4he !agic nu!ber 56 "78/2$
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• Try to avoid empty spaces, $ut don’t !orce unrelated measures
into the cockpit it con!uses users
• Don’t use as many types o! graphs as possi$le,
and never mix more than < types o! graphs. %! you
use more, users have to interpret the pictures as *ell as the data.
• #issing data
points add
irritation
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>ules !or +raphs and >eal (state
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'(#"C1# >ules !or +raphs and >eal (state 3cont.4
There is nothing *rong *ith using the same type o! graphs
on a cockpit 3e.g., tachometers or line charts4. sers adaptEuickly and can a$sor$ the in!ormation !aster.
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Tool 0ptions
• '(# C1#
• We$ 2pplication Designer 3We$ 2D4
• '21 etWeaver /isual Composer
• 1u$lishing to the portal
• Custom cockpits 3B% 5ava 'D64• Third"party cockpits
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Cockpits *ith We$ 2D <.x and '21 etWeaver ?.F
• We$ 2pplication Designer can create We$"$ased
cockpits using BW Euery data
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Cockpits *ith '21 etWeaver ?.F We$ 2D
• e* items include improved ta$ strip container in '21 etWeaver ?.F
!or designing B% We$ applications
• >educes the
amount o!
custom
codingreEuired *ith
the help o!
Command
*iards, 2utocomplete, and
support !or
)T#- tags
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'21 etWeaver ?.F We$ 2D e* 9eatures
• We$ %tems& Ta$ 1ages, Button, 'cript %tem 3'21 etWeaver ?.F
'upport 1ackage 'tack ?4• Drag and drop using 2nalysis item
• e* chart types 3heat map, +antt, milestone trend analysis4
• (xport B% We$ applications in 1D9 !ormat
• Command Wiard !or generating We$21% commands
• %ntegration *ith '21 etWeaver ?.F B(x >eport Designer !or
!ormatted reports
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B% We$ 21% Commands
• Gou can use B% We$ 21% commands !or carrying out
certain actions in B% We$ 2pplications (xport to (xcel, 1D9, etc.
0-21 !unctions& 2pply 9ilter values, remove drill do*ns
• Command Wiards guide you through the steps !or
creating a B% We$ 21% command
• Commands appear together
!or easy access
Data 1rovider We$ %tems
We$ Templates
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We$ cockpits developed $y We$ 2D in '21
etWeaver ?.F can $e interactive, includemany data sources, and $e very !lexi$le
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Command Wiard and 5ava'cript
• se Command Wiard !or generating 5ava'cript code !or the
'cript %tem to use in custom cockpit applications
This is a great !eature !or$uilding custom !eatures into
your cockpits $ased onstandard 5ava'cript
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#ore e* Cockpit 0ptions
• 1ersonalie B% Euery varia$les
• Bookmark the navigational state o! the B% We$ application• 1er!orm multidimensional analysis o! B% Euery data
• 2llo* users to create exceptions and conditions !or B% Euery data
These !eatures make iteasier to customie thedataset that Eueriesreturn to the We$cockpit
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We$ 2D Cockpits in '21 (nterprise 1ortal
Directly pu$lish B% We$ cockpits to 1ortal Content Catalog using the
1u$lish option !rom We$ 2D
1ortal and B% system connection should$e set up per '21 ote H:?H@F
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Broadcast Cockpit /ie*s sing We$ 2D
• %n '21 etWeaver ?.F, use %n!ormation Broadcaster to $roadcast B%
We$ applications 3e.g., cockpit vie*s4 to (nterprise 1ortal 6# !oldersand via email in various !ormats 31D9, #)T#-, )T#-4
• %n!ormation Broadcaster>eporting 2gent 3'21 BW <.x4 can
precalculate B% We$ applications to enhance per!ormance
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Tool 0ptions
• '(# C1#
• We$ 2pplication Designer 3We$ 2D4• '21 etWeaver /isual Composer
• 1u$lishing to the portal
•
Custom cockpits 3B% 5ava 'D64• Third"party cockpits
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/isual Composer
2 /isual Composer is a tool to visualie the data. %t is a $ro*ser"$asedmodeling and design tool !or rapid application development I prototypingin a code"!ree development environment.
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/isual Composer is (asy !or 1o*er sers to -earn
/isual Composer is a po*er user tool that is simple to learn !orsomeone *ith a little $it o! technical $ackground 3i.e. controllers,
report *riters, analysts4.
Source: SAP
Take advantage o! pre$uiltanalytic $usiness packages
o coding reEuired tocreate great"lookingWe$"$ased cockpits
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/isual Composer !or Complex cockpits
#odeling o! B% applications using the B% kit o! the /isual
Composer allo*s $usiness users to create analytical content!or '21 portal. %t o!!ers the integration *ith B% %n!o1roviders,vie*s, B(x *e$ applications, 1D9 and more via W(B 21% asaccess to
other datasources suchas 0-21 andrelational data
sources4 via5avaconnectors
Image source: Cubeserv
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'21 etWeaver /isual Composer Data1roviders
• Gou can use B% Eueries and vie*s as Data1roviders !or '21
etWeaver /isual Composer models• Gou also can use B% Euery !unctionalities !or exceptions and
varia$les along *ith '21 etWeaver /isual Composer
models
• '21 etWeaver
/isual Composer
allo*s access to B%history, !avorites,
and roles
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/isual Composer Data #ethods
• Can integrate data !rom multiple data sources, including
'21 and non"'21 systems, into one model• Di!!erent options availa$le !or data access include&
B% (xtension 6it
>emote 9unction Call 3>9C4
We$ services• B% (xtension 6it allo*s access
to the !ollo*ing Data'ources '21 etWeaver ;FF= B%
3BW <.@ 'upport 1ackage :=4 '21 etWeaver B% ?.F
5DBC
J#-2
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Details a$out /isual Composer Cockpits
•Delivered as part o! (nterprise 1ortal in '21 etWeaver B% ?.F sage
Type 3'1'K and higher4•Di!!erent options availa$le !or rendering /isual Composer output
9lashWe$ Dynpro 3)T#-4
•9lash provides high"end visualiation o! /isual Composer models
'ince a cockpit may havemany di!!erent Data'ources3Eueries4, it can take Euitesome time to execute themi! the memory cache is not
used consistently
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The !uture o! /isual Composer
'21 5uly, ;FFK& Composition (nvironment including
/isual Composer continues to $e the go"to product !orcreating composite applications.
Source: SAP, Jul 2008
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Tool 0ptions
• '(# C1#
• We$ 2pplication Designer 3We$ 2D4• '21 etWeaver /isual Composer
• 1u$lishing to the portal
•
Custom cockpits 3B% 5ava 'D64• Third"party cockpits
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We$ Cockpit in the 1ortal
%ntegrate Eueries andWe$ applications into theportal throughpu$lishing, $roadcasting,or We$ calls
The portal can eitherreceive designed pages
passively or activelycreate communities, We$pages, colla$orationrooms, or cockpits
Broadcasting
Publishing
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We$ Cockpit in the 1ortal 3cont.4
• The '(#"C1# cockpits
are already part o! theportal, so you can access
them there
• i/ie*s can $uild custom
portal cockpits *ith
i/ie*s !rom many data
sources 3We$ 2D, BW,
'(#, '21 ><, We$4 andin many !ormats 3graphs,
pictures, !igures, ta$les4
• i/ie*s can also $e
interactive
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'21 etWeaver ?.F /isual Composer 1ortal 1u$lishing
• '21 etWeaver /isual
Composer Design timedeploys /isual
Composer models
directly as i/ie*s to
1ortal Content Catalog
• Gou can then use /isual
Composer i/ie*s inportal pages, roles, etc.
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Building a We$ Cockpit in the 1ortal
The trick in developing custom We$
cockpits in the portal is to managethe real estate care!ully
#ost pure i/ie*"$ased cockpits are
cluttered and hard to read andnavigate
:. 'tart *ith logical groupings o!
items 3sales, !inance, e.g.4
;. -imit colors to complementary
!ormats 3*e *ill look at these later4
<. 'hare the same navigation menus
and ta$s as the portal
=. 2void running text, !lashes,
animations, layering and scrolling
text 3this is an a$solute no"no4
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Tool 0ptions
• '(# C1#
• We$ 2pplication Designer 3We$ 2D4• '21 etWeaver /isual Composer
• 1u$lishing to the portal
•
Custom cockpits 3B% 5ava 'D64• Third"party cockpits
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B% 5ava 'D6"Based Cockpits
• B% 5ava 'D6 can $e used !or custom applications $ased on '21 B%
and non"'21 data.• B% 5ava 'D6 provides access to relational and 0-21 data sources
using 5DBC, J#-2, 0DB0 etc.
• 2ccess to ;FFL data sources using the 5DBC drivers.
Source: SAP A, -../
1ava progra!!ers &illrecogni)e theSoft&are 9evelop!ent
it "S9$ !ainlibraries such as theabstract &indo&ingtoolkit "AW$ and the;I0oriented S&ingobject library as &ell
d k i 3 4
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B% 5ava 'D6"Based Cockpits 3cont.4
• '21 etWeaver Developer 'tudio can develop B% 5ava 'D6"$ased
applications
• Can use along *ith '21 5ava We$ Dynpro
%nteresteddevelopers should!amiliariethemselves *ith'21 etWeaver
Developer 'tudio
Tip
l 0 i
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Tool 0ptions
• '(# C1#
• We$ 2pplication Designer 3We$ 2D4• '21 etWeaver /isual Composer
• 1u$lishing to the portal
•
Custom cockpits 3B% 5ava 'D64• Third"party cockpits
39
Thi d 1 C k i
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Third"1arty Cockpits
• 'ome $est"o!"$reed cockpit tools incorporate '21 B% as part
o! a We$ item provider, or more commonly through BWEueries !ed $y B21%s or 0-( DB !or 0-21 30DB04 in BW
• 'ome even provide separate #ultidimensional 0nline
2nalytical 1rocessing 3#0-214 solutions tightly connected
to '21 BW )int& reading >'M ta$les inside BW
+icrosoft
(ognos
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War >ooms and (xternal 2ccess
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;. (xternal access to in!ormation is more common.
/endors and customers love itA
<. Gou can $uild *ar rooms !or colla$orativedecision making using cockpits
:.'hared cockpits are mostuse!ul
=. Cockpits reEuire a true B% in!rastructure.%t is tempting to jump straight to thecockpit development, $ut it is almostimpossi$le *ithout a *ell"architectedBW system to support it.
ote
War >ooms and (xternal 2ccess
2 + d C k it % 'i l
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2 +ood Cockpit %s 'imple
The majority o! usage o! cockpits is in user segments : and @.Gou should use B% Eueries and 0-21 !or the other segments.
ote
'egment :& Trackers " <?N
Tracking " Characteried $y lo* duration
overall.
'egment ;& >eservers " <N
-o* duration per page vie*.
'egment <& ncommitted " :FN
Characteried $y long duration.
Complex decisions.
'egment =& %n!o +atherers " =N
Concentrated in in!ormation areas.
>arely reach transaction areas.
'egment @& 'ingle"clickers " <;N
/isit homepage only.
'egment O& Wanderers " :@N
/ery !e*, very random pages.
9e* hits, $ut long duration per pagevie*. !"am#le source: $r% Paul S&ru##, Su' ()cross&ems
The average manager navigates in no more than ? dimensions and only ; levels deep
3=H vie*s4. There!ore, the majority o! users o! cockpits need a !e*, simple, $ut highly
in!ormative, vie*s. The other user community is $est served $y 0-21 Eueries.
Th d ! ' d
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The eed !or 'peed
• When cockpits $ring together data !rom many sources
during runtime, it can $e slo* and cum$ersome This is $ecause *hen your system accesses the portal cockpit,
it may have to execute supporting cockpit Eueries
• 'olution& Gou can present static images 3i.e., static )T#-
!rom B(x Broadcaster into a portal i/ie*4 or you can
cache Eueries results $y using B(x Broadcaster in '21
etWeaver ?.F
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The eed !or 'peed 3cont 4
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The eed !or 'peed 3cont.4
• '21 etWeaver ?.F allo*s you to !ill the resident memory o!
your server *ith pre"run results 3cache4. This provides!aster response to the users, since the Euery result sets are
accessed !rom memory instead o! re"executed on the
data$ase side.
SAP NetWeaver 5#.
%#10>T2T& 0ld >eporting 2gent scenarios still run in
'21 etWeaver ?.F. )o*ever, >eporting 2gent *ill not $e
developed !urther and is removed !rom '21 etWeaver
?.F Work$ench. %n '21 etWeaver B% ?.F you can only
reach it $y transaction code >(10>T%+M2+(T
SAP BW <#/
The eed !or 'peed B% 2ccelerator
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The eed !or 'peed " B% 2ccelerator
The '21 B%
2ccelerator makes
Euery response time
@F":F,FFF !aster.
Gou use process
chains to maintain
the )12 engine a!tereach data load
!P" Sun and IBM have standard solutions ranging#ro$ %&'( to %')*(+ that can be installed and
tested in as little as ',- .eeks /+ S0P license #ees1
SAP
BW
Any
tool
Breaking ne&s: <- b Blades areno& certified by SAP "1uly -..=$
What We’ll Cover
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What We’ll Cover …
• Background, terminology, and examples
• Tool options• What makes a good cockpit
• Which tool is right !or me
•
Wrap"up
What '21 Tool 'hould % se
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What '21 Tool 'hould % se
BW 3.x
Web AD
SAP Net-Weaer
!""#sWeb AD
SAPNetWeae
r $isua%Co&poser
SAP
S'M-CPM
(hird-
part)cockpits
*aa SD+too%s
Porta%i$ie,s
Mu%tidi&ensiona% Ana%)sis u%%/ - - - -
Porta% integration -
0nor&ation Broadcaster - - - - -1or&atted reporting - - - - - -
2raphica% options de%iered/ - -
Auto&atic code generation - - - - -
SAP integration
Direct support or non-BW data - - - -
Si&p%icit) to use and %earn - - - - -
here are !any options and so!eti!es the choice is based on
&hat you are fa!iliar &ith and &hether you enjoy using ne& tools
e* Tools >oadmap
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e* Tools >oadmap
Source SAP A*, Ju'e 2008
B0B5 capa$ilities Dash$oards and >eports
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B0B5 capa$ilities 7 Dash$oards and >eports
(rystal 3eports for pi'el for!atted
reports has been available &ith SAP
BI>BW since -..-# his tool can beintegrated into your tool portfolio using
e'isting SAP NetWeaver BI ?ueries
"N@: (rystal (rystal *ight &ill be the core tools for
for!atted reports starting -.7.$
+9ashboards can be built using
Ccelsius#
+CcelsiusD &ill be launched in -..8,
and &ill be 4the flagship product for
data visuali)ation dashboards6
+B' Web Application 9esigner &ill
not be enhanced further beyond3elease NW 5#7 in -..=#
Source SAP A*,
Ju'e 2008
What We’ll Cover
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What We ll Cover …
• Background, terminology, and examples
• Tool options• What makes a good cockpit
• Which tool is right !or me
•
Wrap"up
>esources
8/13/2019 R&A2008 Berg Dashboards v5
http://slidepdf.com/reader/full/ra2008-berg-dashboards-v5 53/56
53
>esources
• C0#(>%T 31resentations, 2rticles and 2ccellerators4http&csc"studentWe$.lrc.edus*pBergBBMindexMmain.htm
• '21 0nline )elp BW and (1 %ntegration http&help.sap.comsaphelpMn*F=helpdataena<?$@K<c;=<HeOO!e:
FFFFFFFa::=FK=content.htm
• 'D BW )o* to +uides " )o* to integrate /isual Composer2pplications and B(x We$ Templates https&***.sdn.sap.comirjservletprtportalprtrootdocsli$raryuui
dad:K;ac?"FaF:"FF:F"=!$K"Ka=d;:?$:Hc:
•
BW Expert 3***.BW(xpert0nline.com4P QCreate nparalleled 2nalytical 2pplications *ith '21 etWeaver B%,
/isual Composer, and #acromedia 9lexR $y #oya Watson and 5udy6estecher, '21 -a$s, 5anuary ;FFO issueP >eEuires access to credentials to vie* !ull article text
? 6ey 1oints to Take )ome
8/13/2019 R&A2008 Berg Dashboards v5
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? 6ey 1oints to Take )ome
• There are many *ays to $uild We$ cockpits and '21 has
tools !or them all• -ook at in"house We$ skills $e!ore you decide on
the tool
• '21 1er!ormance #anagement is a great tool !or those
*ith limited We$ skills, $ut reEuires consistency in
per!ormance measures 3roll"ups4 and structured
navigation
•
'21 etWeaver /isual Composer is great !or complexgraphing
• We$ 2D is the tool o! choice $y experienced We$
programmers *ho *ant total design !reedom54
? 6ey 1oints to Take )ome
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http://slidepdf.com/reader/full/ra2008-berg-dashboards-v5 55/56
? 6ey 1oints to Take )ome
• Third"party tools !or We$ cockpits are emerging and some
are Euite advanced 3Cognos, e.g.4
• While all these tools gives you a great deal o! !lexi$ility, it is
the use o! the real estate, colors, graphs, and consistency
that is going to determine i! your cockpit is success!ul&
'pend serious time designing instead o! codingA
55
Gour TurnA