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Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction
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Transcript of Pre-Con Education: Advanced and Reporting and Dashboards With Xtraction
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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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2 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of
warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation
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3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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Introduction
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6 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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7 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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.
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8 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
What is Needed to Build a Dashboard
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9 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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What is Xtraction for CA Service Management
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11 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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.
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12 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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13 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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.
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Dashboard Building
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15 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Dashboard Format
Determine how manycomponents you needfor your Dashboard
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16 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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17 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Component Appearance
Choose the appearance of your component
Drag and drop appropriate fieldsin the component pane
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Components & Component Series Properties
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Action Icons Dashboard
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Filtering
Default filter
Dynamic filter (add, replace)
Component filter
Dashboard filter
Advanced filter (And/Or)
Saved filter
Pre-built filter
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21 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Demo
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Export, Scheduling and Publication
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23 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Export
Click on Export Icon
Several format such as
html, MS Word, PDF, MS
excel and MS
Powerpoint.
Export as a screenshot
(.png)
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24 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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)
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25 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Auto Refresh
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26 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
User Experience
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27 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
User Experience
Self-service User Interface
Mobile Interface
Internal Broadcast on TV monitors (Auto refresh, Large Display Mode)
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28 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Xtraction for CA Service Management at Work
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29 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Xtraction for CA Service Management at Work
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Mixing Data Sources
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31 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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32 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Q & A
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33 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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34 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
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
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35 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Follow On Conversations At…
Smart Bar
CA Service Management
Theater 5
Tech Talks
Mobile ITSM: Analysts & Business Consumers
Theater 5DO5T31T 2:00 PM (Thurs)
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36 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Additional Screen Images
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37 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Incident Summary – Past 30 Days
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Scoreboard Example
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39 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
13 Month Request Trends CA Service Catalog
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40 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Change Analysis
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Incident Analysis
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42 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
My Groups
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43 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Incidents Analysis for Last Six Months
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44 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Load Favorites in the Auto Refresh and Cycle Box
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45 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Group Activity
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My Groups
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47 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Thank You
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48 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15