A Picture is Worth a Thousand Words

What goes through your mind when someone says “Let’s go for a drink”?

Here is a brilliant advertising campaign that uses a simple diagram to convey what I think is hilarious on multiple levels. I know it is a little off subject from my typical posts, but well worth a look. Enjoy!

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Applying Dynamic Sort to a range containing formulas

The Dynamic Sort component is an extremely valuable add-on component that I use regularly on dashboard projects. One of the limitations of this particular component is that it only sorts data ranges that do not contain formulas. This goes back to the standard understanding that you can not use a component to insert into a cell containing a formula. Until we see another version of Dynamic Sort that will enable data insertion to alleviate this problem, here is a simple work around…

UPDATE- Feb. 2010- Since this article was written, Dynamic Sort 2.0 now features multi-column sorting and the flexibility to sort in place or into a destination range. This workaround is no longer necessary.

In this sample, I modified one of the templates off of the CentigonSolutions.com website. When in Xcelsius, I modified the data by including a simple formula that summed values from two adjacent columns. By design, Dynamic Sort will not sort ranges that include formulas.

Download Source Files
*This source file requires the Dynamic Sort component- Click here to view information and get a free unlimited use trial.

To work around this limitation, you can use a transparent label-based menu configured with insert filtered rows. The trick to moving the entire range of data with insert filtered rows, is to add an additional column as shown below highlighted in gray.

The goal is to reference the entire range (with the formulas) as source data, then insert into a new range. This new destination range will be sorted, and then linked to our visualization components.

Hopefully as you look to sort data within your dashboard this component will help you fill in this functionality. I have submitted the enhancement request to ensure that this is built into the next version of dynamic sort.

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Upcoming Xcelsius workshop in Dallas

On March 26th and 27th in Dallas Texas, two of the original Xcelsius gurus are conducting an Xcelsius workshop that is highly recommended for anyone who is serious about building Xcelsius dashboards within their company. I am going to try to make it out for the session to catch up and learn a thing or two so I hope to see you there!

Click here for more information and registration.

Below is the excerpt from the website:
Xcelsius gurus and authors, Loren Abdulezer (Xcelsius 2008 Dashboard Best Practices) and Mike Alexander (>Crystal Xcelsius For Dummies) invite you to join in a 2-day workshop, providing a wide array of tips and techniques that will muscle up your skills with Xcelsius. The topics presented during this 2-day workshop will introduce you to techniques and best practices that will help you go beyond basic dashboards.

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Xcelsius snapshot when using QaaWS

Xcelsius is well known for its Excel paradigm for binding web service data, meta data, and logic to components. As the volume of dependencies grows it can start to get pretty hairy, specifically when you are setting up web service connections with Query as a Web Service (QaaWS). Once you bind the nodes from the web service, there is no easy way to mockup the user experience against blank cells. While copying and pasting data from the QaaWS client is simple enough, it does not provide the entire data set.

A simple trick to capture data provided by QaaWS is to preview a dashboard inside of Xcelsius, take a snapshot back to Excel, then re-import the snapshot back into your dashboard. The result is a true snapshot of the actual data retrieved from your QaaWS query, so you can build your user interface with real data.

Here are more detailed steps to accomplish the task.

  1. In the data manager, setup your QaaWS query.
  2. Go to the Usage tab for your QaaWS query and select refresh on load.
  3. Preview the dashboard
  4. Go to File>Snapshot>Back to Excel
  5. Import re-import the snapshot you just saved back into Xcelsius
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