Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction

Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction

Christophe Trinquet

IT Service Management

CA Technologies

Principal Engineering Services Architect, SM SWAT

DO5X103E

#CAWorld

#ITSM

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Abstract

Having the right information at your fingertips at exactly

the right moment to get that project approved is critical.

Static dashboards are no longer acceptable. In this

session you will see an IT service management (ITSM)

dashboard being built using Xtraction for CA Service

Management. See how it can be modified in seconds,

demonstrating the power and value that advanced

reporting and dashboards bring to ITSM.

Christophe Trinquet

CA Technologies

Principal Engineering Services Architect, SM SWAT TEAM


Agenda

INTRODUCTION

WHAT DO I NEED TO BUILD A DASHBOARD?

USER EXPERIENCE

WHAT IS XTRACTION FOR CA SERVICE MANAGEMENT?

DASHBOARD BUILDING

EXPORT, SCHEDULING AND PUBLICATION

1

2

3

4

5

6

Introduction


Benefits of Digital Dashboards

“Digital dashboards allow managers to monitor the contribution of the various departments in their organization. To gauge exactly how well an organization is performing overall, digital dashboards allow you to capture and report specific data points from each department within the organization, thus providing a ‘snapshot’ of performance.”

Source: Wikipedia


Benefits of Digital Dashboards

See visual presentation of performance measures.

Identify and correct negative trends.

Measure efficiencies/inefficiencies.

Generate detailed reports showing new trends.

Make more informed decisions based on collected business intelligence.

Align strategies and organizational goals.

Save time compared to running multiple reports.

Gain total visibility of all systems instantly.

Quickly identify data outliers and correlations.

Source: Briggs, Jonathan. "Management Reports & Dashboard Best Practice". Target Dashboard. Retrieved 18 February 2013.

http://www.targetdashboard.com/site/Dashboard-Best-Practice/Management-Report-and-Dashboard-best-practice-index.aspx


What is Needed to Build a Dashboard


What is Veeded to Build a Service Management Dashboard

CA Service Management DB as Data Source

Access to meaningful Data Model, human readable with significant and

powerful aggregation capabilities accessible with modern and intuitive UI

Strong and dynamic filtering capacity

Extensive choice of display(calendar, grid, area, bar, columns, pie-chart,

scorecard, line, bubble…)

Export capability is mandatory

What is Xtraction for CA Service Management


Xtraction for CA Service ManagementCapabilities Self-service. Non-technical users create/modify

dashboards via drag-and-drop, lists and point-and-click.

Pre-built layouts. View charts, graphs, calendars, grids and pivot tables.

Extensive analysis. Drill-down to date ranges (past, present, future, comparative periods), filters, multiple data-series.

Aggregate data. Collect data from multiple sources (CA Service Desk Manager, CA Service Catalog, CA IT Asset Manager)—including custom—in single dashboard.

Browser accessible. Access all functions via browser.

Real-time data. Display and auto-refresh real-time data.

Exports. Export on-demand or scheduled to PDF, HTML, Word®, Xcel®, PowerPoint®, etc.

Mobile access. Access via iPad® and other devices

No database table structure. Create dashboards without specialized knowledge.


Xtraction for CA Service Management

A real-time, ad hoc dashboard and reporting solution

Empowers users with self-service capabilities

Non-technical users create interactive dashboards and reports in minutes

Immediately share with the broader user community

Results in unified view of your CA Service Management environment

Delivers deep, real-time management insight and transparency into service demand, cost, use, assets and issues

At a Glance


Xtraction for CA Service Management Delivers Business Value

Improve user experience. Self-service empowers users with the right information, at the right time—in minutes, not hours.

Make better business decisions. Improve access to and ad hoc analysis of relevant service management data.

Reduce costs. Remove dependency on technical teams, coding and cumbersome tools.

Increase productivity. Get answers quicker; free up technical team.

Dashboard Building


Dashboard Format

Determine how manycomponents you needfor your Dashboard


Component Type

Type DescriptionTime Component Visually represents data using time slices segregated by hours, days, weeks,

months, etc; these can be presented in many formats including area, bar and line charts; or in stacked and 100% stacked formats, which enables the data to be portrayed in comparative context

Group Component Summarises data by one or more fields from the Data Source Group Components may have multiple independent series, each coming from different Data Sources

Pivot Component Supports a multi-dimensional pivot by employing a row and column pivot Pivot Components support either group or time pivots

Scorecard Component Summarises an entire data set providing a single result instead of slicing by time or group as in the above components

(Record) List Component

Displays Displays raw data from Data Sources without performing any summarisationSources without performing any summarisation

Image Component Displays an image from the server or from a URL


Component Appearance

Choose the appearance of your component

Drag and drop appropriate fieldsin the component pane


Components & Component Series Properties


Action Icons Dashboard


Filtering

Default filter

Dynamic filter (add, replace)

Component filter

Dashboard filter

Advanced filter (And/Or)

Saved filter

Pre-built filter


Demo

Export, Scheduling and Publication


Export

Click on Export Icon

Several format such as

html, MS Word, PDF, MS

excel and MS

Powerpoint.

Export as a screenshot

(.png)


Schedule and Publish

Save your Dashboard as a

document or import it into a

document (several dashboards

can be included in one

document) and click Schedule

icon

Specify export format, scheduling

and delivery location (xtraction

server, File System, Email)


Auto Refresh


User Experience


User Experience

Self-service User Interface

Mobile Interface

Internal Broadcast on TV monitors (Auto refresh, Large Display Mode)


Xtraction for CA Service Management at Work


Xtraction for CA Service Management at Work


Mixing Data Sources


Results

In this session you learned about Xtraction for CA Service Management. We built an IT service management (ITSM) dashboard using Xtraction for CA Service Management in only few clicks. We demonstrated the power and value that advanced reporting and dashboards with Xtraction bring to ITSM.

Summary


Q & A


Recommended Sessions

SESSION # TITLE DATE/TIME

DO5X105E Get the Most Out of CA Service Management Unified

Self-service

11/16/2015 at 5:00 pm

Breakers E

DO5X96EBuilding Basic ITSM Workflows in CA Service

Management

11/17/2015 at 9:00 am

Breakers D

DO5X95E What's New in CA Service Management11/17/2015 at 3:30 pm

Breakers E


Must-See Demos

Let Analysts Help People

CA Service Desk Manager

Theater 5

Make IT Simple with ITSM

CA Service Catalog & Unified Self-service

Theater 5

ITSM Designed for Humans

CA Service Management

Theater 5

Dashboards for Better ITSM

Xtraction for CA Service Management

Theater 5


Follow On Conversations At…

Smart Bar

CA Service Management

Theater 5

Tech Talks

Mobile ITSM: Analysts & Business Consumers

Theater 5DO5T31T 2:00 PM (Thurs)


Additional Screen Images


Incident Summary – Past 30 Days


Scoreboard Example


13 Month Request Trends CA Service Catalog


Change Analysis


Incident Analysis


My Groups


Incidents Analysis for Last Six Months


Load Favorites in the Auto Refresh and Cycle Box


Group Activity


My Groups


Thank You


For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

http://cainc.to/Nv2VOe

http://bit.ly/1wbjjqX

Technology

Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction