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
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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.
Applicable Certification
N/A
More Information
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Programme scope, delivery arrangements and suitability are confirmed during enquiry.