水晶易表教程.ppt

,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,SAP 2008/Page,*,Click to edit Master title style,SAP BO Dashboard(Xcelsius)2008 Designer,水晶易表,2008,功能介绍及使用培训,SAP 2008/Page,2,水晶易表特点,水晶易表基本功能,设计环境,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,示例：典型需求实现,Agenda,水晶易表的特点,Xcelsius,是这样一款产品,将枯燥的数据转换为灵动的决策信息,逐渐成为,BI,系统、分析会议、汇报,材料等数据分析的首选工具,基于矢量的,SWF,图形格式，跨平台流畅,播放，空间占用小,多种导出方式,发布生动的仪表盘和可视化分析模型在,MS PowerPoint,Word,PDF,SharePoint,工作原理,数据源,Excel,XML,兼容的数据库,基于,SOAP,的,Web Services,MS Reporting service,各种数据库（通过,BOE,）,1.,创建：,仅仅通过点击即可实现交互式的展示,2.,发布,只需要点击一下鼠标，即可将交互式的分析或展现提交给网页、,PowperPoint,、,Word,或者,PDF,3.,Xcelsius:,如何工作,将数据从应用或数据库中写入到,Excel,根据逻辑将数据设计成,Xcelsius-,友好的,excel,格式,将处理好的,excel,用点击的方式创建视觉化模型,将,Flash(SWF),文件导出到 发布到,website,SAP 2008/Page,7,水晶易表特点,水晶易表基本功能,设计环境,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,示例：典型需求实现,Agenda,水晶易表设计界面,部件窗口,工具栏,使用对象浏览器,属性窗口,Excel,窗口,菜单栏,工具栏,在工作区和,excel,表格间切换,部件的样式,BOE,平台,对齐部件,组合或,取消组合,部件层次,部件的颜色,导入,excel,文件,管理链接,调整画布大小,PPT,WORD,PDF,outlook,主题与颜色方案,使用主题（外表）,每个主题有大量不同的部件；,建议确定好主题后就不再做更，更改主题后有些部件会恢复默认设置,颜色方案（样式）,可以自定义整个可视化文件，也可以定义某个部件；,只影响部件的颜色，不影响字体、文本格式或警报,菜单栏,工作区控件管理,辅助设计过程中格式调整,撤销、恢复、复制、剪贴,导入、导出数据、与数据库连接,中文帮助、快速入门、查看版本、版本升级,画布大小设置,通过,“,文档属性,”,来设置分辨率,文件,文档属性,通过,“,示例,”,来熟悉各个部件的使用,部件窗口,部件窗口展示分类,类别：在滑动折叠式菜单中，部件根据功能分类,目录树：部件按类别显示在文件夹中,列表：按字母顺序排序,水晶易表部件分类,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,WEB,连通性,对象浏览器,画布上的所有对象都会出现 在对象浏览器上,用打勾来显示,/,隐藏对象或者锁住该对象,自定义各部件的名称以区分相同部件,组合部件,上移或下移部件层次,部件和,Excel,的链接,各部件的属性通常都有两种方式来设定,手动输入,动态链接到一个,EXCEL,文件的单元格,SAP 2008/Page,16,水晶易表特点,水晶易表基本功能,设计环境,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,示例：典型需求实现,Agenda,统计图,基本属性,常规,向下钻取,行为,外观,警报,常规,属性,功能,统计图,主标题,副标题,副标题,类别,(X),轴,X,轴标题,值,(Y),轴,Y,轴标题,按范围,选择连续区域的数据,按系列,选择不连续区域的数据,类别标签,X,轴标签名称,向下钻取,系列名称,目标,将,选择的系列名称插入到,excel,某个,单元格,插入类型,位置、值、行、列、状态,列表,位置,值,行,列,状态列表,1,、,2,、,3.,业务值,1,行或多行,1,列或多列,0,、,1,源数据：,向下钻取,源,数据、,目标,默认选择,条目,行为,忽略空白,单元格,只能,忽略末尾的单元格，中间的忽略,不了；,当值,为零时，忽略不了,启用运行时工具,聚焦按钮：强制统计图基于当前数据重新拖放统计图轴,重置刻度按钮：将统计图轴重新缩放为首次加载时的采用的刻度,刻度行为选项：配置菜单上显示刻度行为，增大、固定、自动。,行为,动态可见性,当,状态单元格的值等于与代码单元格的值时，该部件就可见，否则不可见,行为,刻度,仅允许缩小：将统计图重新缩放的次数减至最少,等分点,等分点数：将,Y,轴分为几根大的刻度线,等分点大小：每根刻度线间的距离,次等分点：大刻度线之间分为几根小刻度线,外观,修改部件的字体、颜色、布局以及坐标轴、系列的属性,警报,预警值,占目标百分比,按值,警报阀值,使用范围：连续单元格,输入值 ：自定义级别,统计图类型,折线图,饼图,OHLC,图,阴阳烛图,柱形图,堆积柱形图,条形图,堆积条形图,组合图,气泡图,XY,散点图,面积图,堆积面积图,雷达图,填充式雷达图,树图,树图显示两个参数，分别由大小和颜色饱和度表示,子弹图,只有一个主要度量，有一个标记用于表,示指标或绩效目标，条形后面不断变化,的色调表示绩效的定性范围（例如，差、满意和好）。,Sparkline,图,练习：组合图,SAP 2008/Page,29,水晶易表特点,水晶易表基本功能,设计环境,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,示例：典型需求实现,Agenda,选择器,分类,部件体验：,标签式菜单、列表框、单选按钮、组合框、文本,选择,器,:,过滤器的使用,折叠式菜单,复选框,组合框,过滤器（插入数据较特殊）,鱼眼图片菜单,滑动图片菜单,图标,标签式菜单,列表框,列表视图,列表生成器,单选按钮,记分卡,SAP 2008/Page,32,水晶易表特点,水晶易表基本功能,设计环境,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,示例：典型需求实现,Agenda,单值,分类,SAP 2008/Page,34,水晶易表特点,水晶易表基本功能,设计环境,统计图,容器,选择器,单值,地图,文本,其它,饰图和背景,示例：典型需求实现,Agenda,练习、选择器,+,统计图,+,量表,警报阀值,折线图：,0-20,，,20-50,，,50-100,量表 ：,0-300,，,300-700,，,700-1000,需求分析：,想要看到各个主要城市年付款金额；,每个城市各月付款变化趋势；,对规定范围设置预警信息,1,、在,Excel,中建立模型,月份,每个城市年付款金额,源数据,单选钮标签,折线图数据,量表的值,2,、部件,-Excel,一、摆放部件,选择器：单选按钮,统计图：折线图,单值：量表,二、各部件与,Excel,单元格的关联,单选钮,折线图,量表,关联到,excel,3,、让部件动起来,插入数据,源数据,目标,量表,折线图,4,、警报,警报阀值,折线图：,0-20,，,20-50,，,50-100,5,、预,览、外观调整,练习,、标签式菜单,+,统计图,+,动态可见性,需求,我想知道：,我们的客户分布在哪些行业，各自所占比例是多少？,我们的客户分布在哪些区域，所 占比例是多少？,我们有哪些优质客户，请帮我将他们分类,1,、构建数据模型,东北部,东部,南部,中部,西南部,西北部,东北部,行业合计,科技,34,567,56,789,2,354,765,34,789,5,643,34,567,169,474,制药,65,432,45,000,1,000,543,7,654,3,456,65,432,188,517,运输,12,367,78,000,3,456,457,3,456,78,900,12,367,189,003,政府,59,765,98,000,32,000,987,98,765,4,567,59,765,353,849,农业生物,5,876,654,23,000,34,567,45,788,34,567,5,876,150,328,服务业,65,000,34,788,23,333,56,000,56,000,90,876,65,000,390,997,其他,3,500,876,189,345,6,789,4,567,3,500,19,766,地区合计,246,507,314,107,85,332,93,664,253,241,222,576,246,507,客户名称,销售客户,评估等级,销售数量,利润率,客户,1,7,123,135,客户,2,10,600,600,客户,3,3,400,177,客户,4,9,88,294,客户,5,3,200,144,客户,6,8,560,326,客户,7,3,100,300,气泡图进行客户评价,销售的区域与行业分析,2,、部件设置,部件构成,3,、饼图与数据的联动,销售行业分析（饼图）,4,、标签式菜单与数据的联动,标签式菜单,5,、气泡图及其动态可见性,客户评价分析,6,、饼图的动态可见性,销售行业分析（饼图）,练习,、设置背景与美化,练习,、电子表格,+,组合图,+,图标,+,趋势图标,+URL,需求,我手上有一张包含详细指标的报表，我想实现：,现在展示太枯燥，我想让数据灵动起来；,我想看到报表数据与图形的连动；,我想看到报表数据与标准指标的对比；,我还想预测未来半年指标变化情况；,还想。,1,、构建数据模型,手头现在有的一张报表,当前值,上期值,上期差异,行业标准值,差异,营运能力,存货周转天数,214,260.61,-17.9%,223.79,-4.4%,应收账款周转天数,186.99,166.94,12.0%,129.77,-30.6%,应付账款周转天数,63.98,90.53,-29.3%,70.51,10.2%,资产周转天数,341.45,427.55,-20.1%,353.56,3.5%,盈利能力,营业利润率,1.29,0.23,460.9%,1.01,-21.7%,成本费用率,1.9,1.17,62.4%,1.65,-13.2%,总资产报酬率,1.69,0.19,789.5%,1.23,-27.2%,净资产报酬率,1.58,0.69,129.0%,1.37,-13.3%,现金流,现金流动负债比,0.18,0.14,28.6%,0.34,88.9%,经营偿债能力,0.32,0.29,10.3%,0.28,-12.5%,现金流动资产比,0.07,0.06,16.7%,0.12,71.4%,经营还债期,0.08,0.12,-33.3%,0.06,-25.0%,发展能力,收入增长率,0.2,0.17,17.6%,0.18,-10.0%,利润增长率,0.18,0.16,12.5%,0.15,-16.7%,构建数据模型：收集历史数据,收集,6,个月历史数据,1,个月前,2,个月前,3,个月前,4,个月前,5,个月前,6,个月前,平均值,标准值,260.61,250,270,275,240,220,252.60,223.79,166.94,142,135,133,128,120,137.49,129.77,90.53,85,92,88,83,80,86.42,70.51,427.55,380,370,350,360,330,369.59,353.56,0.23,0.23,0.21,0.20,0.23,0.19,0.22,1.01,1.17,1.18,1.10,1.10,1.09,1.01,1.11,1.65,0.19,0.19,0.17,0.16,0.15,0.16,0.17,1.23,0.69,0.68,0.67,0.66,0.65,0.61,0.66,1.37,0.14,0.13,0.13,0.12,0.11,0.14,0.13,0.34,0.29,0.28,0.26,0.27,0.26,0.25,0.27,0.28,0.06,0.06,0.05,0.06,0.05,0.06,0.06,0.12,0.12,0.13,0.14,0.13,0.15,0.16,0.14,0.06,0.17,0.20,0.18,0.19,0.20,0.18,0.19,0.18,0.16,0.15,0.16,0.14,0.15,0.16,0.15,0.15,构建数据模型：分析预测数据,预测未来,6,个月数据,1,个月后,2,个月后,3,个月后,4,个月后,5,个月后,6,个月后,175.7262,144.2976,118.49,97.29815,79.89641,65.60697,209.4481,234.6034,262.78,294.3407,329.6919,369.2889,45.2164,31.95565,22.58392,15.96067,11.27984,7.971766,272.6888,217.7748,173.9193,138.8954,110.9247,88.58667,0,0,0,0,0,0,7.235217,40.58013,227.6016,1276.548,7159.77,40156.97,3.08547,5.010592,8.13686,13.2137,21.45815,34.84657,15.03211,133.7066,1189.285,10578.38,94091.9,836922.7,3.617971,8.284629,18.9706,43.43993,99.47113,227.7745,0,0,0,0,0,0,0.231429,0.297551,0.382566,0.49187,0.632404,0.813091,0.353103,0.389631,0.429938,0.474414,0.523492,0.577646,0.081667,0.095278,0.111157,0.129684,0.151298,0.176514,0.053333,0.035556,0.023704,0.015802,0.010535,0.007023,0,0,0,0,0,0,0.235294,0.276817,0.325667,0.383137,0.45075,0.530294,0.2025,0.227813,0.256289,0.288325,0.324366,0.364912,2,、部件设置,部件构成,统计图：组合图,选择器：电子表格,选择器：图标,其它：趋势图标,饰图和背景：背景,文本：输入文本,连通性：,URL,3,、电子表格与数据的联动,关键指标详细分析（记分卡）,当前值,上期值,上期差异,行业标准值,差异,营运能力,存货周转天数,214,260.61,-17.9%,223.79,-4.4%,应收账款周转天数,186.99,166.94,12.0%,129.77,-30.6%,应付账款周转天数,63.98,90.53,-29.3%,70.51,10.2%,资产周转天数,341.45,427.55,-20.1%,353.56,3.5%,盈利能力,营业利润率,1.29,0.23,460.9%,1.01,-21.7%,成本费用率,1.9,1.17,62.4%,1.65,-13.2%,总资产报酬率,1.69,0.19,789.5%,1.23,-27.2%,净资产报酬率,1.58,0.69,129.0%,1.37,-13.3%,现金流,现金流动负债比,0.18,0.14,28.6%,0.34,88.9%,经营偿债能力,0.32,0.29,10.3%,0.28,-12.5%,现金流动资产比,0.07,0.06,16.7%,0.12,71.4%,经营还债期,0.08,0.12,-33.3%,0.06,-25.0%,发展能力,收入增长率,0.2,0.17,17.6%,0.18,-10.0%,利润增长率,0.18,0.16,12.5%,0.15,-16.7%,4,、添加组合图并连接数据源,5,、配置趋势图标与图标,4,、标签式菜单与数据的联动,标签式菜单,5,、气泡图及其动态可见性,客户评价分析,6,、饼图的动态可见性,销售行业分析（饼图）,练习,、设置背景与美化,练习,、电子表格,+,组合图,+,图标,+,趋势图标,+URL,需求,我手上有一张包含详细指标的报表，我想实现：,现在展示太枯燥，我想让数据灵动起来；,我想看到报表数据与图形的连动；,我想看到报表数据与标准指标的对比；,我还想预测未来半年指标变化情况；,还想。,1,、构建数据模型,手头现在有的一张报表,当前值,上期值,上期差异,行业标准值,差异,营运能力,存货周转天数,214,260.61,-17.9%,223.79,-4.4%,应收账款周转天数,186.99,166.94,12.0%,129.77,-30.6%,应付账款周转天数,63.98,90.53,-29.3%,70.51,10.2%,资产周转天数,341.45,427.55,-20.1%,353.56,3.5%,盈利能力,营业利润率,1.29,0.23,460.9%,1.01,-21.7%,成本费用率,1.9,1.17,62.4%,1.65,-13.2%,总资产报酬率,1.69,0.19,789.5%,1.23,-27.2%,净资产报酬率,1.58,0.69,129.0%,1.37,-13.3%,现金流,现金流动负债比,0.18,0.14,28.6%,0.34,88.9%,经营偿债能力,0.32,0.29,10.3%,0.28,-12.5%,现金流动资产比,0.07,0.06,16.7%,0.12,71.4%,经营还债期,0.08,0.12,-33.3%,0.06,-25.0%,发展能力,收入增长率,0.2,0.17,17.6%,0.18,-10.0%,利润增长率,0.18,0.16,12.5%,0.15,-16.7%,构建数据模型：收集历史数据,收集,6,个月历史数据,1,个月前,2,个月前,3,个月前,4,个月前,5,个月前,6,个月前,平均值,标准值,260.61,250,270,275,240,220,252.60,223.79,166.94,142,135,133,128,120,137.49,129.77,90.53,85,92,88,83,80,86.42,70.51,427.55,380,370,350,360,330,369.59,353.56,0.23,0.23,0.21,0.20,0.23,0.19,0.22,1.01,1.17,1.18,1.10,1.10,1.09,1.01,1.11,1.65,0.19,0.19,0.17,0.16,0.15,0.16,0.17,1.23,0.69,0.68,0.67,0.66,0.65,0.61,0.66,1.37,0.14,0.13,0.13,0.12,0.11,0.14,0.13,0.34,0.29,0.28,0.26,0.27,0.26,0.25,0.27,0.28,0.06,0.06,0.05,0.06,0.05,0.06,0.06,0.12,0.12,0.13,0.14,0.13,0.15,0.16,0.14,0.06,0.17,0.20,0.18,0.19,0.20,0.18,0.19,0.18,0.16,0.15,0.16,0.14,0.15,0.16,0.15,0.15,构建数据模型：分析预测数据,预测未来,6,个月数据,1,个月后,2,个月后,3,个月后,4,个月后,5,个月后,6,个月后,175.7262,144.2976,118.49,97.29815,79.89641,65.60697,209.4481,234.6034,262.78,294.3407,329.6919,369.2889,45.2164,31.95565,22.58392,15.96067,11.27984,7.971766,272.6888,217.7748,173.9193,138.8954,110.9247,88.58667,0,0,0,0,0,0,7.235217,40.58013,227.6016,1276.548,7159.77,40156.97,3.08547,5.010592,8.13686,13.2137,21.45815,34.84657,15.03211,133.7066,1189.285,10578.38,94091.9,836922.7,3.617971,8.284629,18.9706,43.43993,99.47113,227.7745,0,0,0,0,0,0,0.231429,0.297551,0.382566,0.49187,0.632404,0.813091,0.353103,0.389631,0.429938,0.474414,0.523492,0.577646,0.081667,0.095278,0.111157,0.129684,0.151298,0.176514,0.053333,0.035556,0.023704,0.015802,0.010535,0.007023,0,0,0,0,0,0,0.235294,0.276817,0.325667,0.383137,0.45075,0.530294,0.2025,0.227813,0.256289,0.288325,0.324366,0.364912,2,、部件设置,部件构成,统计图：组合图,选择器：电子表格,选择器：图标,其它：趋势图标,饰图和背景：背景,文本：输入文本,连通性：,URL,3,、电子表格与数据的联动,关键指标详细分析（记分卡）,当前值,上期值,上期差异,行业标准值,差异,营运能力,存货周转天数,214,260.61,-17.9%,223.79,-4.4%,应收账款周转天数,186.99,166.94,12.0%,129.77,-30.6%,应付账款周转天数,63.98,90.53,-29.3%,70.51,10.2%,资产周转天数,341.45,427.55,-20.1%,353.56,3.5%,盈利能力,营业利润率,1.29,0.23,460.9%,1.01,-21.7%,成本费用率,1.9,1.17,62.4%,1.65,-13.2%,总资产报酬率,1.69,0.19,789.5%,1.23,-27.2%,净资产报酬率,1.58,0.69,129.0%,1.37,-13.3%,现金流,现金流动负债比,0.18,0.14,28.6%,0.34,88.9%,经营偿债能力,0.32,0.29,10.3%,0.28,-12.5%,现金流动资产比,0.07,0.06,16.7%,0.12,71.4%,经营还债期,0.08,0.12,-33.3%,0.06,-25.0%,发展能力,收入增长率,0.2,0.17,17.6%,0.18,-10.0%,利润增长率,0.18,0.16,12.5%,0.15,-16.7%,4,、添加组合图并连接数据源,5,、配置趋势图标与图标,练习,、设置背景、,URL,与美化,小结,请总结电子表格、列表视图及网格（其它）三种控件的区别？,水晶易表设计练习,What-if,分析,水晶易表设计练习,一个简单的模拟器练习,SAP 2008/Page,73,Thank you!,