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Tips on how to create a Matrix Chart in Design Studio

Jul 05, 2017 at 06:14 PM

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Former Member

I created this dashboard in Xcelsius. My customer wants a Matrix chart where each of the four quadrants represent a specific set of x,y values. Xcelsius did not have a built-in Matrix Chart, so I had to do a lot of workaround to make this happen. This is simply a scatter plot chart with fixed axes (so the zero x and y values remain in the middle), and I just added an image overlay to it and made sure that the midpoint in the image is aligned with the midpoint scale of the scatter plot. The user will have an option to drill down from the drop-down menu, and the dot will move around the chart when you use the slider fiscal month slider. We recently just started to learn how to use the Design Studio since we're going to start moving away from Xcelsius. We are slowly but surely starting to replicate the dashboards we created in Xcelsius and make them in Design Studio. Quite honestly, I am very lost as to where to begin creating this Matrix Chart in Design Studio. I tried to use the scatter plot (similar to what I did in Xcelsius), but I am clueless on how to only show one plot/series instead showing all the dots. Any tips and ideas on how to do this would be greatly appreciated.
boston-matrix.jpg (170.8 kB)
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Hi Alexandra,

Although on the surface the dashboard appears conceptually straightforward, as you have discovered, the implementation in Design Studio will require some effort. I think we will need to go through an iterative process to rebuild this in Design Studio.

Ideally, to start with, is there any possibility you can attach a standalone version of your original dashboard as an XLF file with dummy data? I could then review it directly in Xcelsius to assess the mechanics and make suggestions for converting it to Design Studio. If you are not permitted to do this, then the following information would be helpful:

1. A screenshot of the underlying Excel data sets used by the dashboard so we can understand the structure

2. The type of data source that will be supplying the data in Design Studio. Will it be a BEx Query, HANA View or BusinessObjects Universe?

3. It looks like there will always be one data point (dot) on the chart, representing the intersection of % Target Revenue Variance and % Target Average Salary Variance, regardless of the filter selections from the dropdown menus or slider. Is that right?

We can proceed accordingly based on your responses.

Regards,

Mustafa.

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Former Member

Thank you so much for responding to my question. I apologize if I just got a chance to respond to your comment.

I tried to attach the xlf file in this comment but it won't let me. I tried to zip it or change the file extension with no success. So, I will try my best to explain it the best I can through a screenshot.

For this dashboard, I used Live Office to connect to the BI Platform and insert/refresh the Business Objects reports. You will see that in the Excel backend, I color-coded the tabs. The orange tabs are the BO reports (the data slices), and the blue tabs are sheets that perform the calculations and logic behind the scenes. Looking at the Object Browser, I have three Scatter Plot charts that are sitting on top of each other. I use dynamic visibility for those charts for the "View All Months" and "View all Level 2" buttons. The main Matrix Chart is controlled by only one series, which is mapped to cell X3 for the x-axis and Y3 for the y-axis. The filters from the drop-down menu control the data that are returned from the BO reports.

I've been playing around with Design Studio and tried to see if I could create an "On Startup Function" where I could set the filter to only show one row of data from the data set instead of it plotting all of the dots in the chart. If I can figure out how to do that, I think I will be able to find a way to figure out the rest.

The type of data source I will be using in Design Studio is the BO Universe. Currently, the tables in our Universe that feed this dashboard needs to be re-designed. When we designed the tables initially, it was to accommodate how I developed the prototype of this dashboard. So now, I am using CSV to create a prototype (I'm using an SDK that will allow me to use CSV as a data source).

Thank you again for all of your help. I hope this screenshot will help you understand what I am trying to do.

Let me know what you think. I really appreciate any help you can give me.

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Hi Alexandra,

Thanks for the detailed description. Could you possibly share a Dropbox link for downloading your XLF file?

Mustafa.

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Former Member

Hi Mustafa,

Here is the Dropbox link. Let me know if you were able to download it successfully:

https://www.dropbox.com/s/mek2spykqv56xd2/Mock_Dashboard.xlf?dl=0

Thank you again for your help.

Alexandra

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Hi Alexandra,

Thanks for the link. I have been able to download the file and will get back to you after reviewing.

Regards,

Mustafa.

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Former Member
Thank you so much. I look forward to your input on this.

Have a great day!

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Former Member

I was able to figure out the workarounds in Design Studio and I was able to re-create the Boston Matrix Chart. I followed the same technique I used in Xcelsius which is to use a scatter plot, then I created a filter on start-up in the application layer to only plot one value (based on the default value I've set for the drop-down menus/selectors). So far, things are working well using this method. Thank you again for your time and help.

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Hi Alexandra,

Thanks for your update. My apologies for not getting back to you before. I had experienced problems trying to open your Xcelsius file in my version of Xcelsius and then got caught up in other work.

Glad to learn you were able to sort it out in the end though.

Regards,

Mustafa.

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