BOX210 (BU271) Crystal Xcelsius: Designing Interactive Presentation
Course Description
This two-day instructor-led course is designed to provide you with an understanding
of how to use Crystal Xcelsius to create interactive models of complex data that
can be used for presentations and reports. By the end of the course, you will
understand how to use the Crystal Xcelsius suite of tools, determine which components
best represent different types of information, and set up the relationships between
these components. You will have the opportunity to practice creating different
types of models through a series of workshops.
The business benefit of this course is that you will be able to create models
that allow users of all levels of expertise to understand complex data, perform
what-if analysis in a simple-to-use format to spotlight problems and resolve
issues, and create presentations and reports that steal the show.
Course Audience
The target audience for this course is the general business user who wants to
create more dynamic and interactive presentations and reports.
Course Topics
Lesson#1 – Getting to Know Crystal Xcelsius
• Define what Crystal Xcelsius is, who uses it,
and what its benefits are
• Define the overall process for creating interactive
models
• Identify the different components of the Crystal
Xcelsius interface
• Define the purpose of the buttons in the Crystal
Xcelsius toolbar and of the Components, Object Browser, and
Properties windows
• Make changes to the canvas and access help sources
Lesson#2 – Importing Excel Files
• Describe the best ways to plan your models and
set up your source files
• Differentiate between the file types involved
in the process
• Import a source file
• Define ways to update your models when your data
source changes
Lesson#3 – Using Charts
• Identify the chart components available in Crystal
Xcelsius and the type of data they should display
• Describe how to link to sources
• Define when to use data ranges and series
• Define category axis labels for a chart
• Use the ignore end blanks option works
Lesson#4 – Using Single Value Components
• Define the difference between input and output
in models
• Describe how single value components can add
interactivity to models
• Identify the single value components available
in Crystal Xcelsius
• Define how play options can automate the interactive
parts of your models
Lesson#5 – Using Selectors
• Describe how selectors work
• Define how to use insert in functionality for
selectors
• Identify the selectors available in Crystal
Xcelsius
• Identify the unique requirements including in
setting up to select multiple items
• Define the process for importing graphics for
selectors
Lesson#6 – Applying Formatting
• Change individual components
• Change the font for a model
• Apply global styles to a model
Apply skins to a model
Lesson#7 – Publishing Models
• Define the different formats available to publish
your models
• Export to all formats
Lesson#8 – Setting-up Alerts
• Identify when alerts are appropriate, and what
components support alerts
• Differentiate between alerts based on values
or percentages
• Describe the process of setting up alerts
Lesson#9 – Setting-up Dynamic Visibility
• Define how to make components visible based
on conditions
• Describe the process for setting up dynamic
visibility
• Identify the options available for dynamic visibility
• Use dynamic visibility on combination with other
functionality
Lesson#10 – Adding Graphics and Animations
• Define the shapes and backgrounds available
in Crystal Xcelsius
• Identify how to import graphics
• Differentiate between embedded and non-embedded
files
• Create multi-layer models by adding other flash
animations to your models
Lesson#11 – Using Templates
• Access pre-defined templates in Crystal Xcelsius
• Create your own templates based on completed
models
Lesson#12 – Setting-up Drill-down Functionality
• Identify the settings required to enable drill
down functionality
Lesson#13 – Using Tables
• Define how to use tables to display data
• Define how to use tables as selectors
Lesson#14 – Using Maps
• Use maps to represent data from different geographic
locations
Lesson#15 – Using Other Components
• Define the special selectors available to create
your models
• Add text to your models
• Link to external sources
Lesson#16 – Creating an Advanced Model
• Build an advanced model using a wide range of
the functionality in Crystal Xcelsius
Prerequisite Knowledge/Experience
While not required for this course, experience with these products or technologies
will be helpful:
• Working knowledge of Microsoft Excel
Additional Education
Additional education offerings that we recommend include:
• Crystal
Xcelsius 4.5: Data Connectivity
Delivery & Duration
This instructor-led offering is a two-day course.
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