I am having issues with getting a dashboard I have built to update with current data from BO XI
Steps I have followed:
BO Rich Client:
. Created a BO XI Rich Client webi report containing both single values and tables of the data I require in my dashboard.
. Report contains parameters which are set to default values
. Report is set to refresh on open
. Publish the objects in my webi report
. Export the report to CMS
** Do I have to set up a Schedule at this stage?? I have set up schedules for emailing and data bumps previously, but not to simple refresh a report which is not actually being viewed.
Xcelsius:
. Open a new dashboard and create Query As A Web Service for each object previously published.
. Select Refresh before components are loaded and Refresh every 5 minutes for each QAAWS object
. I have also hard coded the Login and Password for each QAAWS
. Build the dashboard and test and Preview the data returned via the QAAWS’s
At this stage data is returned, but the dashboard does not appear to refresh if I open it after a period of time or automatically after 5 minutes. The only way I can appear to get the data in the dashboard to update, is to physically run the report in webi and re-export to Infoview.
I have exported the Xcelsius .xlf dashboard to Infoview, and it is stored as a Flash file. Running this in Infoview also does not result in the data being refreshed.
Hard coding the Login and Password for each QAAWS seems to cause some issues, but I am not sure this is the root cause of my problems.
Any ideas as to what I am missing or some options I can try would be greatly appreciated.
If you will be exporting to Infoview, then you won’t need to hard code the login information. I’ve found the best way to eliminate login issues is to not hard code. When you don’t hard code, then IF you’re running from Infoview, then the dashboard will simply use Infoview authentication. If you’re not on Infoview, then the appropriate login window will be displayed when you preview the dashboard.
I THINK “Refresh” means "Go look to see if there is an updated version of the WEBI report. I would set up a schedule to run the WEBI to serve the dashboard.
I have removed the hard coding of the login details as I realised it was not necessary in Infoview and to make sure it wasn’t part of the problem. It was just making it easier during the development of the dashboard initially.
I have set up a schedule to refresh the BO report in Infoview every 5 minutes. Under Formats and Destinations, I have left the Web Intelligence box ticked and not selected any of the items to the left of this option, so Inbox, File Location, FTP Server and Email recipients have been all left unchecked.
Is this the correct way to set up this type of schedule?
I have scheduled reporting emails and data dumps to directories before, but not to simply refresh a report in InfoView
The method above also appears to create a list of reports in the report history and there is not option to “Cleanup instance after scheduling”
If I open the report in InfoView, it displays the data based on when it was saved into Infoview, not the current data. If I Right Click on the report and select View Latest Instance, it displays the data for the latest version in the history list, but the dashboard does not
This is very frustrating, I am so close, last 2% is to get this updating
Don’t know if this helps but there used to be a setting in R2 infoview that automatically opened the latest instance of a report instead of the latest saved version. Don’t know if/where the setting is in later versions as we don’t need it anywhere but it might solve this problem?
I really can’t understand why this is so difficult. Surely I am not the first person to want to have a dashboard which automatically updates.
I must admit that based on my experience with BO over the last 12 months, I am surprised it is even considered as a viable tool. Give me MS SQL any day of the week. I could have built everything I have done and then some in 1/10 of the time I have wasted on this suite of products!!
I have to agree that, IMO, Xcelsius is not a great tool.
However, as for the rest of the BO suite I consider it far superior to the set of MS SQL reporting tools. I guess it depends on how comfortable / familar you are with a particular vendors toolset.
That link solved the problem. The only issue I have is that the dashboard appears to run the base BO report eveytime it refreshes. The BO report takes about 3-4 minutes to run, which is about how long the dashboard takes to open and update.
I would have thought it would have used the latest version stored in the report history in infoview.
(BOB member since 2005-01-06)
