1 07/08/2008

Best Practice selection criteria for determining which tool to use (Xcelsius, Dashboard Manager, or Performance Manager).

er
)o

ag
(N

an

e
er nc
or

ag ma
es

rd
oa
Y)

an or
us
r(

M rf
hb
si

Pe
te

el

as
Selection Criteria

En

Xc

D
1 Do users need visualization and interactivity? 3 2 0

2 Is Just-in-time data needed ? (daily, weekly?) 2 1 3

3 Will a query result produce more than 1000 rows? 1 2 0

4 Does the database have to be "re-modeled" ? 1 2 0

5 Is Drill-down insight wanted? Under 3 levels? 3 1 0

6 Drill -down insight desired is over 3 levels? 1 2 0

7 Is all calculation logic performed in the database or Universe layer, not the Excel layer? 0 1 0

8 Is User currently experiencing poor query response time? 1 2 0

9 Are most users using Excel as a reporting tool ? 0 2 0

10 Have users expressed a need to use Excel in the future with BI data ? 0 2 0

11 Is there a need to integrate reporting data with visualization data? 0 2 0

12 Does user want to use an XML file within a dashboard model? 0 2 0

13 Does user need multiple XML files in a dashboard model? 2 1 0

14 The latest data is required to make intelligent business decisions. 3 2 0

15 The data presented in a model should be updated daily? 3 2 0

16 The process for updating data within the visual model should be completely automated? 0 1 3

17 Are XML maps anticipated ? (Mapped and streamed) Excel 2003 compatible. 3 2 0

18 Is quick turnaround time for deployment necessary? (less than 6 months) 0 2 0

19 Is company trying to meet SOX requirements? Desire secure data models? 0 2 3

20 Does your dashboard need to provide alerts? ( based on Values and %) 0 2 3

21 Does your users utilize Infoview as a starting point in their BI experience? 3 2 3

22 Are all corporate departments aligned with a centralized respository of data? 0 2 3

23 Do you wish to leverage existing user knowledge of Excel? 0 2 3

Do you wish to leverage existing user collection of Excel worksheets and mini-data-
24 marts? 0 2 3

25 Reporting (not interactive visualization) is the requirement? 1 2 0

26 Will Query response times support the interactivity? 0 2 3
27 Are offline access and printed output a key requirement? 1 2 0

28 Do the users want to set goals and track performance? 1 2 1

29 Are business processes part of the overall BI strategy? 0 2 3
30 Do you have 12 months for planning, design, build and deploy? (Long Lead Times?) 1 2 1
31 Do you have sufficient staff to support a frequently used application? 0 2 3
32 Are you comfortable with sharing the maintenance of the data and models with users? 2 3
Score (Lower is First Choice)

file:///var/www/apps/collegelist/repos/collegelist/trunk/collegelist/tmp/scratch7/3888150.xls
 Best Practice selection criteria for determining which tool to use (Xcelsius, Dashboard Manager, or Performance Manager

ag
an
M
)o

rd
( N

oa
us
or

hb
si
s

Pe
el
)e

as
Selection Criteria

Xc
(Y

D
1 Do users need visualization and interactivity? y 1

2 Is Just-in-time data needed ? (daily, weekly?) n 2

3 Will a query result produce more than 1000 rows? y 0

4 Does the database have to be "re-modeled" ? y 3

5 Is Drill-down insight wanted? Under 3 levels? y 1

6 Drill -down insight desired is over 3 levels? n 1

7 Is all calculation logic performed in the database or Universe layer, not the Excel layer? y 1

8 Is User currently experiencing poor query response time? y 0

9 Are most users using Excel as a reporting tool ? y 1

10 Have users expressed a need to use Excel in the future with BI data ? y 1

11 Is there a need to integrate reporting data with visualization data? y 1

12 Does user want to use an XML file within a dashboard model? y 1

13 Does user need multiple XML files in a dashboard model? y 1

14 The latest data is required to make intelligent business decisions. y 1

15 The data presented in a model should be updated daily? y 1

16 The process for updating data within the visual model should be completely automated? y 1

17 Are XML maps anticipated ? (Mapped and streamed) Excel 2003 compatible. y 1

18 Is quick turnaround time for deployment necessary? (less than 6 months) y 1

19 Is company trying to meet SOX requirements? Desire secure data models? y 1

20 Does your dashboard need to provide alerts? ( based on Values and %) y 1

21 Does your users utilize Infoview as a starting point in their BI experience? y 1

22 Are all corporate departments aligned with a centralized respository of data? y 1

23 Do you wish to leverage existing user knowledge of Excel? y 1

Do you wish to leverage existing user collection of Excel worksheets and mini-data-
24 marts? y 1

25 Reporting (not interactive visualization) is the requirement? n 1

26 Will Query response times support the interactivity? n 0
27 Are offline access and printed output a key requirement? n 1

28 Do the users want to set goals and track performance? y 0

29 Are business processes part of the overall BI strategy? y 1
30 Do you have 12 months for planning, design, build and deploy? (Long Lead Times?) n 1
31 Do you have sufficient staff to support a frequently used application? y 1
32 Are you comfortable with sharing the maintenance of the data and models with users? y 1
Score (Lower is First Choice) 31
r, or Performance Manager). er
ag
an

e
er nc
M

ag ma
rd
oa

an or
M erf
hb

P
as
D

2 0

1 2

1 2

2 0

2 0

2 0

2 0

2 0

2 0

2 0

2 0

2 0

2 0

2 0

2 0

2 3

2 0

2 0

2 3

2 3
2 3

2 3

2 3

2 3

2 0
2 1
2 0

2 1
2 3
2 3
2 3
2 3
62 39