Hi - I am new to dashboards and was wondering if anyone could possibly please help. I have two dimensions: Sales Person Name and Customer Name. One measure: Revenue. My requirement is to find the top five customers by revenue for each Sales Person. I seem to be able to do this in the query by applying descending sort on Revenue, then adding a prompt for the Sales person’s name and then changing the maximum rows option in the query properties to 5. I see the data that I want - how do I however get this out into a bar chart for display? The requirement is to have a drop down to select the sales person’s name and then display top five customers for that particular person by revenue. Does the prompt need to be bound to something? I have tried to do this in excel however the data is too large so performance of the dashboard was severely impacted. Thank you for any assistance you can provide. I am very new to the software!
Do you have access to WebI? Because this is one of those scenarios where your best bet is going to be to develop a report in WebI that returns all of your data, then filter that down when calling the web service.
Hi Debbie:
I am connecting to data stored in a Business Objects Universe (.unx) via the query browser and binding the results of the query to the spreadsheet in Xcelsius.
many thanks,
Well I’d run a query to get your sales people. Use the results to populate a dropdown. Take the user response and fire that back as a variable in a second query which will take that sales person and find his sales data, sort and rank it. Pull that data back into a range and base your final component over that range.
How you’d rank it, I don’t know via a universe query. I did mine in straight SQL and it took me a while to figure out how to use oracle’s RANK function to get exactly the data I wanted.
First, work to summarize as much of the sales data as possible at the source outside of the dashboard. Summary should be simply 5 lines of customer counts/amounts by salesperson. Don’t try to solve world hunger in the embedded spreadsheet. Like Lugh stated, WEBI would be a great choice to create the summary and publish.
If you only have a couple hundred salespersons with 5 lines of data each (customer data) you could easily fetch data all at once into an array and use several different methods to drive selected salesperson data into the component array for visualization.
If you have like 1K+ salespersons, then you need to go fetch a block of summary data, more than likely, based on an organizational value or supervisor. I’m sure your company’s salespersons are grouped logically. I would suspect you would have an org drilldown to populate your salesperson pick list / dropdown. This org path would also drive data block selection.
(BOB member since 2005-03-01)