2012-02-17 - 3665.200 - Process Procedure - NEC Corporate Dashboard #NECCorporateDashboard #US

PROCESS PROCEDURE

3665.200 - NEC Corporate Dashboard


Summary Description

NEC Corporate Dashboard for Global, EMEA, North America, Japan and Emerging Regions.

Admin Info


Title
 NEC Corporate Dashboard
Requested by
 Jack Mehltretter
Created Date
 01-10-2013
Approved by
 Uday Kumar P
Approved Date
 01-21-2013
Status
 Complete

Detailed Description

NEC Corporate Dashboard is a static Dashboard that is updated periodically. At the start of new fiscal period, we upload the data to the Dashboard using a MS-Excel Flat File provided by the client( Mostly Megan Plunkett). We copy & paste the data manually from Excel spreadsheet to the Dashboard spreadsheet for corresponding regions respectively in the corresponding sheets. Once the Dashboard spreadsheet is filled with the data, we generate an SWF file and validate it each item and cell values. Once the validation is successfull, we place the dashboard in the Infoview under the path IT > Corporate Dashboard > Dev Corp Dash with the name 'NEC Corporate Dashboard'.

Process Flow & Navigational Steps

Please find below the detailed Steps involved in Dashboard updation process:

Step 1: Open the Dashboard & goto BRAND Tab as seen below. At the same time open the Excel spreadsheet provided by the client & go to BRAND TAB.
PIC1A.JPG

Step 2: Now copy all the filled entries in the BRAND tab of Excel spreadsheet to BRAND tab of Dashboard spreadsheet to the respective location.

Step 3: Repeat the Steps 1 & 2 above for all the other Tabs namely Product, Finance, People, Service and Hot Topics.

Step 4 : Next goto Time & Texts Tab in the Dashboard and change the Updated Date & Time and Current & Previous Year:
PIC2_DASH.JPG

Step 5: Once the data is copied into the Dashboard for all the Tabs, Save the Dashboard & Preview it using Preview option, as shown below:

PIC3_DASH.JPG

Step 6: Once the Preview is confirmed, generate the SWF File as below:

PIC4_DASH.JPG

Step 7: Once the SWF file is generated, now we need to place the Dashboard in the Infoview. Use the option "SAP Business Objects Platform" under File > Export:

PIC_9DASH.JPG

Step 8: Finally place the SWF file in the Infoview in the path IT > CORPORATE DASHBOARD > DEV CORP DASH.

Step 9: Once the Dashboard is placed, goto context menu & select View option to view the Dashboard:
PIC6_DASH.JPG

Common Issues

It was observed that while updating the data into the Dashboard, few issues were identified like:

1) Formulas in Cell - When we have the formulas embedded in the Excel Spreadsheet and try to upload these values to the Dashboard spreadsheet, we cannot view the data in the output dashboard.

2) Cell Format - Sometimes the data may not be visible in the output due to difference in cell formats. Suppose if the cell value is 20% and the cell format is Text, then the data will not be visible in the output.

3) Data Validation - If the value in the Dashboard spreadsheet does not match with output, then the value in both spreadsheets as well as the formats are cross checked.

Resolutions

For Issue 1 above - To overcome this issue, we need to remove the formulas embedded within the excel spreadsheet, convert the data into normal format and then upload the values into the Dashboard spreadsheet.

For Issue 2 above - Depending on the value, manually change the format of the concerned cell as per the given value.

For Issue 3 above - Depending on the value, match the value in both spreadsheets as well as the formats.

Release Information

None