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SAP BusinessObjects Dashboards 4.1 Cookbook
SAP BusinessObjects Dashboards 4.1 Cookbook

SAP BusinessObjects Dashboards 4.1 Cookbook: Over 100 simple and incredibly effective recipes to help transform your static business data into exciting dashboards filled with dynamic charts and graphics

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SAP BusinessObjects Dashboards 4.1 Cookbook

Chapter 1. Staying in Control

In this chapter, we will begin with the introduction of SAP BusinessObjects Dashboards and understanding the dashboard workspace.

In this chapter, we will cover the following recipes:

  • Using the Object Browser
  • Searching for components
  • Grouping the canvas components
  • Making the spreadsheet more readable with colors
  • Making the spreadsheet more readable with comments
  • Making the spreadsheet more readable with borders
  • Using named ranges
  • Copying the format of one cell to another cell or range
  • Debugging the spreadsheets
  • Navigating between worksheets

Introduction

During the development of a typical SAP BusinessObjects dashboard, the number of components as well as the Excel spreadsheet data bindings can become quite complex. To prevent us from getting lost in an unmanageable chaos of components, interactions, bindings, and several different Excel functionalities, a structured approach should be followed right from the start of dashboard development. Also, we should use the advantages Excel gives us to build an optimal data model that is easy to read and maintain.

Understanding the dashboard workspace

Before you begin designing dashboards, it is important that you understand the workspace. The workspace area is illustrated as follows:

Understanding the dashboard workspace

Let's have a look at some of the important sections of the dashboard workspace as depicted in the preceding screenshot:

  • Menu bar and toolbar (1): SAP BusinessObjects Dashboards consists of a menu bar as well as five toolbars that are used to help develop dashboards.
  • Dashboard canvas (2): This is where the dashboard presentation is built. Users drag and drop dashboard objects here.
  • Embedded spreadsheet (3): This embedded spreadsheet is used to associate the dashboard objects with data. More information on tips and best practices when building your spreadsheet models can be found later in this chapter.
  • The Components window (4): Users can drag and drop dashboard components from the Components window onto the dashboard canvas.
  • The Object Browser (5): All objects existing in the dashboard model can be found in the Object Browser. It provides a way to easily access your dashboard objects. For more instructions on using the object browser, please refer to the following recipe, Using the Object Browser.
  • The Properties window (6): This contains settings and formatting options for a selected component.
  • The Query Browser (7): This allows users to create and manage dashboard queries. For more information, please refer to the recipe Using the Query Browser in Chapter 8, Dashboard Data Connectivity.
  • The Mobile Compatibility window (8): This provides mobile compatibility information on all the objects found in the dashboard model. For more information, please refer to the recipe Going mobile in Chapter 9, Exporting and Publishing.

Using the Object Browser

The Object Browser has a number of features which come in very handy during the development of a complex dashboard. In this section, we will discuss hiding, locking, and ordering of components.

Getting ready

Drag several components to the canvas.

How to do it...

  1. Go to the Object Browser.
  2. Click on the dot in the first of the two columns on the right side of the Object Browser for the component that you want to hide. The dot turns into a checkmark. As you can see, the component now disappears from the canvas.
    How to do it...
  3. Now click on the dot on the right for any of the components.
  4. Try to move the component or make any other change to it.
  5. As you'll see, the component is completely locked and doesn't change.
  6. Make sure some of your components are on top of each other in the canvas. We now want to use the Object Browser to rearrange these overlapping components.
  7. Select the component in the Object Browser that is on top of the list.
  8. Click the arrow down button in the Object Browser multiple times until the component is on top of all the other components.
  9. As you can see, the component shifts all the way to the top.

How it works...

As we have seen in this recipe, we can hide components and/or groups of components, which will make your life easier if you are using a lot of overlapping components. By checking Hide for some components, you won't be bothered by these and you can work with the others that are unhidden.

Note

There is one thing you should keep in mind. If you hide a component that is part of a group but the group itself is unhidden, the complete group will still be movable and its properties will be changeable.

Also, we saw that we can lock one or more components or groups of components. Doing this makes it impossible to select these components, so it won't be possible to move, change, or do anything else with them. In this way you can be sure you won't accidentally alter these components.

Note

Hiding and/or locking a component from the Object Browser only hides and/or locks that component during the development of a dashboard. When you preview or execute the dashboard, the component will appear again and function normally.

Finally, we changed the order of components on the canvas. This is an important feature when we are using overlaying components in our dashboard.

To move a component on top of all other components, you can also right-click on it and select the Bring To Front option. Send To Back will move the component all the way down. The options Bring Forward and Send Back do the same as the arrows in the Object Browser: they move the component one step up or down at a time.

Searching for components

The ability to do a search for components from the Object Browser is a helpful feature new to SAP BusinessObjects Dashboards 4.1. You can perform a search by either name or component type. This comes in handy when you have a lot of objects on the dashboard that are inside groups or canvas containers.

Getting ready

Make sure you have a dashboard that contains a set of components.

How to do it…

  1. Open up the Object Browser window.
  2. In the top-left input box, type in the object name or component type that you are searching for. You will see that your search will filter the objects accordingly.
How to do it…

How it works…

As you can see, the search functionality is a useful feature as you can easily find objects by their name.

Tip

The search functionality works best when you have named all your objects properly.

Grouping the canvas components

Canvas components can be grouped with one or more other components.

Getting ready

Drag several components to the canvas.

Tip

Downloading the example code

You can download the example code files for all Packt books you have purchased from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.

How to do it...

  1. Select the components that you want to group. You can do this by either selecting multiple components from the dashboard canvas by dragging the mouse over them, or clicking the components one-by-one while holding the Ctrl button on your keyboard.
    How to do it...
  2. Right-click anywhere on the canvas and select Group from the context menu. You can also use the shortcut Ctrl + G to group these components. As you can see, the components are now a group with a common border.
    How to do it...

    If you double-click on the grouped object you will see a Common tab where you can set the Dynamic Visibility and Entry Effect.

    How to do it...
  3. If you create a lot of groups of components, we advise that you name these groups to prevent you from getting lost and confused during the dashboard development. First go to the Object Browser.
    How to do it...
  4. Select the group you want to rename.
  5. Double-click the group or right-click and select Rename from the context menu.
  6. Type in the new name for this group.

How it works...

When your dashboard gets more complex, not only will the data model in the spreadsheet grow, the number of components used on the canvas will also increase. Using groups to differentiate the canvas components from each other is a great way to stay in control of your dashboard.

Tip

Name the groups as something that can be visually matched to your dashboard, such as a section heading. In that way, someone who did not originally develop the dashboard can quickly see which set of components the object group refers to.

Making the spreadsheet more readable with colors

The more complex a dashboard gets, the more clogged the spreadsheet might get with data, Excel formulas, and other usages. To make clear what the exact purpose of a cell is, we color code them to make things more clear.

Getting ready

You need a basic SAP BusinessObjects Dashboards file containing a few components in the canvas with some bindings to the data model in the spreadsheet.

How to do it...

  1. Go to your data model in the spreadsheet.
  2. Select the cell(s) you want to color.
  3. Click on the Fill Color button in the Font section of the Home tab and select the desired color.
  4. Color the cells that have dynamic visibility values in orange.
    How to do it...
  5. Color the cells with input values from canvas components in yellow. In the following screenshot, row A3:N3 is used as the destination range for a drill down from a chart.
  6. Color the cells that will be filled with data from an external data source in blue.
  7. Color the cells with Excel formulas in green.
    How to do it...

How it works...

As you can see, there are many roles that cells in the spreadsheet can play. If these were not color coded, you would be faced with a daunting task when updating the Excel model in the future. In our example, we colored calculations in green, external data input in blue, and component input data in yellow.

There's more...

To make the data model readable, not only for yourself but also for others, it is helpful to create a legend in your spreadsheet that explains what each color represents. Any color scheme can be used, but it is important that you stick to the chosen scheme and use it consistently throughout the development of your dashboard.

It is important to create a separate worksheet that houses the legend, as seen in the following screenshot. You can also use this overall summary worksheet to include the information such as project name, description, usage, version (history), and so on.

There's more...

Making the spreadsheet more readable with comments

Sometimes, cells need additional information to explain how they are used. You can create comment text on an adjacent cell. Or, if you do not want to fill up other cells, you can right-click on the same cell and select Insert Comment.

Getting ready

You need a basic dashboard containing a few components in the canvas with some bindings to the data model in the spreadsheet. You can also just reuse the dashboard from the previous recipe.

How to do it...

  1. Right-click on the cell to which you want to add the extra information.
  2. Choose Insert Comment.
    How to do it...
  3. Add your text. A small red triangle will appear in the upper-right corner of the cell.
  4. Now hover your mouse over the cell and the comment you just entered will appear.
How to do it...

How it works...

Comments are related to one spreadsheet cell only and are shown if you hover over the cell. This is a great way to document information that you do not need to see all the time, and keeps your data model clean.

A little remark about the usage of comments: they increase the size of the SAP BusinessObjects Dashboards file a bit.

Note

If you want the comment to always show up without hovering over the cell, you can right-click on the comment and then select Show/Hide Comments.

Making the spreadsheet more readable with borders

To separate cells from each other and create different areas within a spreadsheet, you can use cell borders.

Getting ready

You can use the same basic dashboard as in the previous examples.

How to do it...

  1. Select the cell(s) you want to add a border to and right-click on it.
  2. Now select Format cells....
    How to do it...
  3. Go to the Border tab.
    How to do it...
  4. Select the desired style of the border line.
  5. Select on which side(s) of the cell(s) the border should appear.
  6. Click on OK.

There's more...

We will now discuss three more topics regarding spreadsheet borders: using the toolbar border button, using multiple worksheets, and placing Excel logic within the spreadsheet.

Using the toolbar border button

Instead of right-clicking on the cells and using the Format Cells option, you can also use the Border button on the toolbar to adjust the border styles for a cell or a group of cells. You can find this button in the Font section of the Home tab. If you select the cell(s) and click on this button, a list of options will be shown, which you can choose from.

Using the toolbar border button

Using multiple worksheets

You can use borders to split data within a spreadsheet. But if your dashboard contains data from a lot of different (functional) areas, it is recommended that you split your spreadsheet into several worksheets. This will help you to keep your dashboard maintainable.

A good strategy to split up the spreadsheet is to divide your data in different areas that correspond to certain layers or tabs that you created on the dashboard canvas. You can also use separate sheets for each external data connection. Give each worksheet a meaningful name.

Using multiple worksheets

Placing your Excel logic wisely

Another general guideline is to place as many cells with Excel logic and SAP BusinessObjects Dashboards interactivity functionality at the top left of the spreadsheet. This place is easy to reach without a lot of annoying scrolling and searching. Even more importantly, your dataset may grow (vertically and/or horizontally) over time. This can be a risk especially when you are using an external data connection and you don't want your logic to be overwritten. For example, if you use a column summation, place it at the top of the column instead of the bottom. This way, if you need to add another value to the list of cells to be summed, you can add it to the bottom without having to shift down the formula cell.

Using named ranges

With named ranges, it is possible to define a worksheet cell or a range of cells with a logical name.

Getting ready

You can use one of the dashboards from the previous recipes, or just create a new blank dashboard.

How to do it...

  1. Select a range of cells (for example, B1:B12).
  2. Insert a description (for example, Total_Sales) for this range in the Name Box in the upper left-hand side of the worksheet.
    How to do it...
  3. Now, this named range can be used in formulas in other worksheet cells. Type the formula =SUM(Total_Sales) in cell B13.
    How to do it...

How it works...

Using named ranges makes your formulas more readable, especially when you are working with multiple worksheets and using formulas that refer to cells in other worksheets.

Note

There is a restriction to using named ranges in SAP BusinessObjects Dashboards: the defined named range must refer to a single cell or must use formulas that return a single value from a range of cells. For example, let's say we have two named ranges: Sales (A1:A12) and Cost (B1:B12). A supported formula would be =SUM(Sales)-SUM(Cost). An unsupported formula would be =Sales-Cost.

There's more...

In this section, we will discuss two ways to select and manage your named ranges.

Defined named ranges

Clicking on the little triangle in the Name Box will show a list of all your defined named ranges in all your worksheets.

Defined named ranges

The Name Manager

If you use a lot of named ranges, the Name Manager can be a helpful tool to manage your named ranges. Here, you can also edit and delete the existing named ranges. You can find the Name Manager under the Defined Names section of the Formulas tab or by using the shortcut Ctrl + F3.

The Name Manager

Copying the format of one cell to another cell or range

This recipe shows you how to copy the formatting of one cell to another cell or range. For example, we can copy a yellow background and Calibri font from cell A1 to cell A2.

How to do it...

  1. Click on the source cell that you want to copy the formatting from.
  2. Click on the Format Painter icon, which you can find in the Clipboard section of the Home tab.
    How to do it...
  3. Click on the cell or range that you want to copy the source cell's formatting to.

How it works...

For SAP BusinessObjects Dashboards developers, it happens very often when they have to copy colored cells that represent different types of logic such as dynamic visibility cells, insertion cells, and so on.

The Format Painter tool works by taking the source cell that you have selected and applying the formatting to the cell(s) that you paint to. This is very useful because we can copy cell formats without having to perform a Copy and Paste Special action every time.

There's more...

An alternative to accomplishing the same task is to copy a cell and then click Paste Special... and choose the Formats option from Paste.

Debugging the spreadsheets

It is common that SAP BusinessObjects Dashboards developers may accidently put in the incorrect formula when developing logic on their spreadsheets. Using the Ctrl + ` hotkey will make things much easier.

How to do it...

  1. Select the worksheet you want to see formulas for.
  2. Hit the Ctrl + ` (grave accent) hotkey.
  3. You will see the value in the cell change to the formula.

How it works...

The Ctrl + ` hotkey works by showing the underlying formula of a cell. This is extremely useful if you are comparing formulas from multiple cells, as the developer does not have to flip between formulas in order to see what they are doing wrong when comparing multiple cells. Developers can quickly analyze their worksheet and find the cause of their problem.

The following screenshot shows the results of two Excel formulas in cells A1 and A2:

How it works...

After using the Ctrl + ` hotkey, the formulas of both cells are displayed, as you can see in the next screenshot:

How it works...

There's more...

An alternative way to accomplish the same task is to go to the Formula Auditing section of the Formulas tab and then click on Show Formulas. Refer to the following screenshot:

There's more...

Navigating between worksheets

When developing dashboards it is a common problem to have to manually scroll through tabs when there are too many worksheets. To access tabs that are not visible, we are used to pressing the arrow keys to move to the desired tab.

Navigating between worksheets

How to do it...

  1. To have all tabs displayed in one menu, right-click on any of the arrow keys at the bottom, in the left-hand side navigation area. You will then see the list of tabs that you can choose from.
    How to do it...
  2. You can also use Ctrl + PageUp, which will move to the previous sheet in your workbook.
  3. Ctrl + PageDown will navigate to the next sheet in the workbook.

How it works...

This tip allows developers to quickly toggle between worksheets. Being able to quickly right-click and view a menu of all available tabs is faster than scrolling through each tab in order to reach tabs that are not visible. In addition, the ability to use a hotkey to cycle through each tab brings some time-saving benefits to those who are comfortable with using the keyboard to perform all their actions.

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Description

If you are a developer with a good command and knowledge of creating dashboards, but are not yet an advanced user of SAP BusinessObjects Dashboards, then this is the perfect book for you. Prerequisites include a good working knowledge of Microsoft Excel as well as knowledge of basic dashboard practices.

Who is this book for?

If you are a developer with a good command and knowledge of creating dashboards, but are not yet an advanced user of SAP BusinessObjects Dashboards, then this is the perfect book for you. Prerequisites include a good working knowledge of Microsoft Excel as well as knowledge of basic dashboard practices.

What you will learn

  • Become fully equipped with best practices when using the SAP BusinessObjects Dashboards spreadsheet
  • Present data using a wide variety of data visualization components
  • Discover how to make dashboard components interactive for an enhanced user experience
  • Take advantage of Dynamic Visibility features
  • Connect your dashboard to live data sources
  • Export and publish the SAP BusinessObjects Dashboards model into several environments
  • Improve the performance of your dashboards and increase your productivity as a dashboard developer

Product Details

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Publication date : Mar 30, 2015
Length: 452 pages
Edition : 1st
Language : English
ISBN-13 : 9781784391959
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Table of Contents

16 Chapters
1. Staying in Control Chevron down icon Chevron up icon
2. Data Visualization Chevron down icon Chevron up icon
3. From a Static to an Interactive Dashboard Chevron down icon Chevron up icon
4. Dynamic Visibility Chevron down icon Chevron up icon
5. Using Alerts Chevron down icon Chevron up icon
6. Advanced Components Chevron down icon Chevron up icon
7. Dashboard Look and Feel Chevron down icon Chevron up icon
8. Dashboard Data Connectivity Chevron down icon Chevron up icon
9. Exporting and Publishing Chevron down icon Chevron up icon
10. Top Third-party Add-ons Chevron down icon Chevron up icon
11. Performance Tuning Chevron down icon Chevron up icon
12. Increasing Productivity Chevron down icon Chevron up icon
A. Real-world Dashboard Case Studies Chevron down icon Chevron up icon
B. Additional Resources – Supported Excel Functions and System/Software Requirements Chevron down icon Chevron up icon
C. The Future of Dashboarding with SAP Design Studio Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

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CWS Apr 24, 2015
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I bought this book as i am required to produce a prototype on the following platform SAP BO Dashboard 4.1 .After searching for a while , i noticed there is not many books written for the latest version on SAP BO Dashboard 4.1.This book is written in a cookbook manner whereby there is many good reference to many dashboard techniques and solution.The solution provided is clear and concise. With this book , I am able to complete my task promptly .A very good book to pickup Dashboard 4.1 skill .
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Isaac Babajide Mar 29, 2016
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Excellent book very complete
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D. Otten May 05, 2015
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A very useful book for people who like to start building dashboards but also for experienced builders. Lots of examples to clarify things. A must for every Dashboarder!
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Gilbert Baca Apr 16, 2015
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Company I work for allowed advance purchase of this book prior to release for a BI project at work. The project of course involves the latest version of SAP BusinessObjects Dashboard, ver 14.1.5.1501. In researching reference material for this project a few things became clear. There aren't many choices when it comes to books specifically for SAP Crystal Dashboard's latest version, in fact this is the only book I could find that is current. Many books written previously on Xcelsius plus the older version of SAP Crystal Dashboard (which is similar to the latest version). I did use a trial version of the software for a couple of weeks prior to receiving this book and licensing SAP Dashboard which gave me a chance to experiment.This book is an amazing collection of 'recipes' as the Author(s) have named them. Recipes being methods to produce dynamic interactive content for end users. I've worked through about the first 6 Chapters at this point in time. Eased into the material with some basics in Chap 1 with the recipes becoming progressively more complex through subsequent Chapters.David Lai and Xavier Hacking have compiled an excellent reference book. Thanks for the 'recipes' with detailed, easy to follow instructions. Have managed to develop some very dynamic templates in not even two business weeks of using the software. I'd go as far as saying at this point this is a definitive guide to learning and using the latest iteration of SAP's Dashboard software. Excited with anticipation when ordering the book. Really blown away by the organization, simplicity and presentation. I'll probably order the Kindle version as well for ease of searching and pulling up on my pc's Kindle app.This book was ordered to assist with a high profile project within the company. The initial dashboard templates I've created have turned some heads here. As I continue to internalize the software and soak in the recipes from this book the horizon continues to expand. Thanks for a fantastic reference guide.I do not know nor have never met David Lai or Xavier Hacking. Have a BBA/CIS from an American University. Currently work in enterprise software support as a programmer analyst.04.24.2015 - I've had this book now for almost 3 weeks. It's indispensable. If you're planning to purchase SAP Crystal Dashboard spend the extra $50 bucks, buy this book. I also bought Excel Dashboards & Reports by Alexander and Walkenbach. Never saw either of these books prior to a few weeks ago and wasn't intimately familiar with BI Dashboarding. I'm into BI Dashboard up to the waist and sinking quickly. Thanks David and Xavier for such a wonderful reference manual.07.15/2015- I've gotten very heavily into SAP Crystal Dashboard in the last few months. This book is a good reference book but now that I've sunk this far into BI and SAP Crystal Dashboard, I'd say this book is good for beginning to intermediate developers. SAP Crystal Dashboard is an awesome product. This book will help you thread your way into using Dashboard. It uses very simple tables and examples compared to what you will end up needing in a more complex Dashboard development.This book is available for free as a digital book and also has some great YouTube videos that the ReportWriter company publishes. Amazing book and will assist you in taking the next step into SAP Crystal Dashboard. I've already gone beyond this book in many ways as well. Dashboarding with SAP Crystal Dashboard Design Paperback – November 1, 2012by Report Writing Services (Author)
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Marco Pool May 04, 2015
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I had the chance to read the latest SAP BusinessObjects Dashboards book "SAP BusinessObjects Dashboards 4.1 Cookbook".It focuses on designing dashboards - a subject that many BusinessObjects designers should know a lot about.In my career, I've developed a few dashboards. The hard part of making a dashboard is that there are so many options available which makes the dashboard hard to support.This book reads well as it is full of examples that convey the essence of designing a dashboard and the understanding about why particular options are needed.This personal touch is what makes the book work so well.It also makes the book something good developers will want to refer back again.
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When we publish the book, the code files will also be available to download from the Packt website.

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The publication date is as accurate as we can be at any point in the project. Unfortunately, delays can happen. Often those delays are out of our control, such as changes to the technology code base or delays in the tech release. We do our best to give you an accurate estimate of the publication date at any given time, and as more chapters are delivered, the more accurate the delivery date will become.

How will I know when new chapters are ready? Chevron down icon Chevron up icon

We'll let you know every time there has been an update to a course that you've bought in Early Access. You'll get an email to let you know there has been a new chapter, or a change to a previous chapter. The new chapters are automatically added to your account, so you can also check back there any time you're ready and download or read them online.

I am a Packt subscriber, do I get Early Access? Chevron down icon Chevron up icon

Yes, all Early Access content is fully available through your subscription. You will need to have a paid for or active trial subscription in order to access all titles.

How is Early Access delivered? Chevron down icon Chevron up icon

Early Access is currently only available as a PDF or through our online reader. As we make changes or add new chapters, the files in your Packt account will be updated so you can download them again or view them online immediately.

How do I buy Early Access content? Chevron down icon Chevron up icon

Early Access is a way of us getting our content to you quicker, but the method of buying the Early Access course is still the same. Just find the course you want to buy, go through the check-out steps, and you’ll get a confirmation email from us with information and a link to the relevant Early Access courses.

What is Early Access? Chevron down icon Chevron up icon

Keeping up to date with the latest technology is difficult; new versions, new frameworks, new techniques. This feature gives you a head-start to our content, as it's being created. With Early Access you'll receive each chapter as it's written, and get regular updates throughout the product's development, as well as the final course as soon as it's ready.We created Early Access as a means of giving you the information you need, as soon as it's available. As we go through the process of developing a course, 99% of it can be ready but we can't publish until that last 1% falls in to place. Early Access helps to unlock the potential of our content early, to help you start your learning when you need it most. You not only get access to every chapter as it's delivered, edited, and updated, but you'll also get the finalized, DRM-free product to download in any format you want when it's published. As a member of Packt, you'll also be eligible for our exclusive offers, including a free course every day, and discounts on new and popular titles.