Excel Best Practices in Xcelsius Dashboard
At designing your dashboard time in BO Dashborards or Xcelsius follow the best practices concerning Microsoft Excel.
Is suggest to avoid:
- Array calculations as they can dramatically affect performance:
1. SUM
2. COUNT
3. SUMIF
4. COUNTIF
5. INDEX
6. MATCH
7. HLOOKUP
8. VLOOKUP
9. and similar
- Repeating logic:
This example will run the SUM twice :IF(SUM(A1:A10), ,SUM(A1:A10))
Any calculations:
They add overhead when loading or interacting with the dashboard
They increase the time it takes to generate the flash file when you export or preview
Is better to:
- Hard code values wherever possible instead of using formulas
- Define calculations on the server side where possible
- Use server side sorting to order your data and make the results easier to compare
- Use server side ranking to limit the number or rows returned
- Link to a report for detailed drill down
- Use a selector with filtered rows instead of Excel lookups
- Use direct binding from components directly to the results of a query (new in Dashboards 4.0) to bypass the spreadsheet layer wherever possible.
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