Book Image

Learning SAP Analytics Cloud

Book Image

Learning SAP Analytics Cloud

Overview of this book

The book starts with the basics of SAP Analytics Cloud (formerly known as SAP BusinessObjects Cloud) and exposes almost every significant feature a beginner needs to master. Packed with illustrations and short, essential, to-the-point descriptions, the book provides a unique learning experience. Your journey of exploration starts with a basic introduction to the SAP Analytics Cloud platform. You will then learn about different segments of the product, such as Models, Stories, Digital Boardroom, and so on. Then, you are introduced to the product's interface: the Home screen, the main menu, and more. Then comes the hands-on aspect of the book, which starts with model creation. Next, you learn how to utilize a model to prepare different types of stories(reports) with the help of charts, tables, Geo Maps, and more. In the final chapters of this book, you will learn about Digital Boardroom, Collaboration, and Administration.

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Table of Contents (11 chapters)
Preface
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
Getting Started with SAP Analytics Cloud
Getting Started with SAP Analytics Cloud
Anatomy of SAP Analytics Cloud
Data sources and models
Visualization
Collaboration
Presentation
Administration and security
Signing up for the trial version
Summary
2
Models in SAP Analytics Cloud
Models in SAP Analytics Cloud
Understanding measures and dimensions
Planning and analytical models
Creating a new analytical model
Viewing the model in the modeler interface
Browsing models
Viewing model data
Summary
3
Planning model
Planning model
Creating a planning model
Visualizing planning model data
Viewing the text data
Spreading, distributing, and assigning values
Creating private versions
Summary
4
Creating Stories Using Charts
Creating Stories Using Charts
Demo models
The calculation editor
Apply conditional formatting using thresholds
Presenting data with a line chart in a story
Summary
5
Extending Stories with KPI, Filters, and Other Handy Objects
Extending Stories with KPI, Filters, and Other Handy Objects
Key performance indicators (KPIs)
Story and page filters
Creating a chart to display key performance indicators
Adding a reference line to a chart
Setting individual chart filters
Adding dynamic text
Adding static text
Creating hyperlinks
Examining data behind a visualization
Creating an aggregation calculation
Pinning and commenting on a data point
Saving your story
Summary
6
Analyzing Data Using Geomaps and Other Objects
Analyzing Data Using Geomaps and Other Objects
Working with story pages
Location clustering in geomaps
Applying a filter to a geomap
Linking different models
Creating a combination column and a line chart
Using predictive forecasting through a trend time series chart
Summary
7
Working with Tables and Grids
Working with Tables and Grids
Copying objects between pages
Applying ranking
Copying objects to the same page
Grids and tables
Working with tables
Applying filters to a table
Showing/hiding table elements
Sorting table data
Showing totals
Applying a date filter
Testing the effects of page filters on a table
Styling tables
Creating formatting rules
Setting visibility filters
Swapping the table axis
Freezing table rows and columns
Using KPIs in a table
Working with grids
Creating a blended table
Copying objects, pages, and stories
Copying grouped objects
Saving a story as a PDF
Creating a personalized dashboard by pinning story objects
Adding text notes to the home screen
Summary
8
Collaboration
Collaboration
Creating an events and tasks workflow
Creating an event
Creating tasks
Events toolbar
Sharing a story with colleagues and granting access privileges
Collaborating via discussions
Sharing files and other objects
Summary
9
Digital Boardroom
Digital Boardroom
Optimizing the display
Creating an agenda
Creating agenda sub-items
Enabling data exploration
Setting navigation targets
Enabling touch cell input
Starting a meeting
Adding annotations
Stopping an online meeting
Summary
10
System Administration
System Administration
Creating users
Setting a user password
Changing passwords
Importing users
Exporting users
Deleting users
Assigning roles
Built-in roles
Creating a new role
Role settings
Permissions
Test role permissions
Forming teams
Transferring the system owner role
Setting security for models
Monitoring user activities
Monitoring the system
Deployment
The export process
The import process
Summary

Using KPIs in a table

Key performance indicators (KPIs) indicate the status of a measure based on user-defined thresholds. You have already gone through some instances of KPI in previous chapters. Here, you will learn how to apply this success metric to a table. In this exercise, you will create a KPI to analyze the net revenue for 2016. First, you will define the KPI for a single cell in the table, and then you will apply the same KPI to a range of selected cells. Here's the procedure:

  1. Click on the first record's cell in the Net Revenue column to select it.
  2. Click on the more actions icon.
  3. Select the first option, Set KPI, from the more actions menu.
  4. In the KPI panel, which appears on the right side, click on the Add KPI link:
  1. In the Define KPIs window, enter Net Revenue 2016 for the KPI name, and create the three thresholds (OK, Warning, and Critical) along with...
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