NEW OpenSAP Sac1 Week 1 BI Script W Advanced 3

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openSAP Intelligent Decisions with SAP

Analytics Cloud
BI script w advanced
PUBLIC
Before You Start

Note, to find solutions to the


exercises in this document,
go to Home > Browse >
Files

Choose the following


folders:
Public > openSAP > Week
1 and Week 2 > Stories &
Digital Boardroom

In this folder you will find


the solutions to the
exercises presented below.
Each story represents a
completed section of this
script and is named
accordingly.
When working with
completed stories, please
do not use the original file.

Instead, use Save as, to


create your personal
copy of the story.

2
Section 1.3 Import Data, Exploration and Creating your First Story

1. Drag and drop the


dataset into
Prepare Model box

2. Select the Sales


Agent First Name
column first
3. While holding down
Ctrl, select Sales
Agent Second
Name column

4. Click on the
transformations
and select the
suggested
‘Concatenate
columns with “ “’
function

3
5. Double-click on the
newly created
column name and
rename it to “Sales
Agent”.
6. Hit ‘Enter’.

7. Under Actions
section in the
toolbar, select “Geo
Enrichment”.
Choose the
‘Coordinates’
option.

4
8. Select ‘Country’
dimension under
Location ID

9. Select ‘Create’

5
10. Delete ‘Longitude’
and ‘Latitude’
dimension columns

11. On the right-hand


side panel, select
the Transform Log
to see your latest
changes

12. Under Mode


section in the
toolbar, select
‘Data Exploration’

6
13. Select the Order
Value measure
from the Measures
column

14. Click on the Show


Dimensions Add
icon and check the
‘Show All’ box

15. Select the


‘Customer Status’
dimension by
clicking on the
column header

7
16. Create a filter by
selecting ‘Prospect’
dimension member
from the ‘Customer
Status’ column

17. Deselect ‘Prospect’


by clicking on it
again to remove
the filter

18. Select the


‘Bar/Column (Auto-
Suggested)’ field to
change chart type
19. Hover over ‘Charts’

8
20. Hover over ‘More’
21. Select ‘Pie’

22. Switch back to the


‘Auto-Suggested’
chart type

9
23. Hover over the
‘Customer Status’
column and select
‘…’ icon to Access
Other Interactions
24. Select ‘Show
Measure’ and
select ‘Accounts’

25. Select ‘Order


Value’ and click OK

10
26. Deselect ‘Customer
Status’ dimension
and select ‘Product’

27. Click the ‘Copy to


New Canvas Page’
to move the chart
to the dashboard
page

28. Select Add icon


from the toolbar
and choose
‘Shape’

11
29. Choose a shape
and click Insert

30. Resize the shape


by selecting the
bottom right corner
of the widget

31. Overlay the shape


over the chart

12
32. Left click, hold and
select both widgets
33. Group widgets
together by using a
keyboard shortcut:
Ctrl + G

34. Select the shape


and open the
Styling panel
35. For Pixel perfect
precision, change
the X position of
the shape to 83
pixels and press
Enter

36. Click out and select


both objects
37. Use keyboard
shortcut Ctrl + C to
copy

13
38. Add a new
Responsive Page

39. Paste copied items


by using Ctrl + V
shortcut

40. Delete the shape


widgets by
selecting the
widgets and
selecting the bin
icon from the quick
action menu

14
41. Select the bar chart
and move it to the
lane on the right

42. Select the left edge


of the right lane
and drag it to the
left to resize the
lane

43. Grab and drag the


bottom right corner
of the bar chart to
make it larger

44. Add a table from


the Insert section of
the toolbar

15
45. In the builder
panel, select add
measure/dimension
under row. Select
Order ID dimension

46. Hover over the


Account Column
47. Select the filter icon
on the Accounts
Column and select
All Members
48. Click OK

16
49. Close the Builder
Panel by selecting
the ‘Designer’

50. Select the lane and


click on the add
icon
51. Choose ‘Add lane
above’

52. Select the top lane


53. Add a new chart by
selecting the chart
icon under ‘Insert’
section of the
toolbar

17
54. Move the chart
widget to the right
side of the page

55. Add a measure to


the chart and select
‘Units Sold’

56. Switch the chart


type to numeric
point chart under
‘Indicator’ chart
group

18
57. Resize the chart to
a smaller size by
selecting and
dragging the edge
of the widget

58. Open more actions


via the chart quick
actions bar
59. Hover over the
Show/Hide options

60. Deselect Chart


Title and Chart
details

19
61. Close the Designer
Panel and move
the chart to the
very right of the
page

62. Copy the chart with


the Ctrl + C
shortcut or by using
the copy/paste
actions from the
chart quick action
bar

63. Paste the chart into


the same lane
using the Ctrl + V
keyboard shortcut
or by using the
copy/paste menu
found under the
‘File’ section of the
toolbar
64. Paste the same
chart again and
move all widgets to
the right-hand side
of the page

20
65. Open the Builder
panel for one of the
pasted numeric
point charts
66. Remove the ‘Units
Sold’ measure from
the chart by
selecting the X icon

67. Select ‘Add


Measure’ and
choose the ‘No of
Customer
Meetings’ measure

21
68. Select the other
pasted chart
69. Remove the ‘Units
Sold’ measure by
selecting X
70. Select ‘Add
Measure’ and
choose the ‘Order
Value’ measure

71. Select ‘Page 3’


72. Select ‘Rename’

73. Rename Page 3 to


“Overview” and
click OK

22
74. Select ‘Page 1’ and
choose ‘Delete’

75. Confirm your action


by selecting
‘Delete’

76. Select ‘Page 2’ and


choose ‘Delete’

77. Select the disc icon


from the ‘File’
section of the
toolbar to save
your story
78. Select Save As

23
79. Under My Files,
create a new folder
by clicking on the
folder icon

80. Name your new


folder with your
name

24
81. Select the folder
you have just
created

82. Rename your story


to “Sales
Analysis_Your
Initials”
83. Hit OK

Advanded (Optional)

84. Add a new


responsive page,
where the
advanced steps will
be completed

25
85. Rename the page
to Advanced
86. Click OK

87. Set the page as


hidden

88. Add a new chart


from the Insert
section of the
toolbar

89. Expand the


Comparison chart
group on the
Builder panel, and
select Waterfall

26
90. Add Order Value
as a measure and
Date as the
dimension

91. Switch to the green


and red color
palette for your
chart

92. Grab the bottom


right corner of your
chart and drag to
expand it

27
93. Select the 2018 bar
and select expand,
to find out more
about the financial
performance in
2018 on a quarterly
level

94. Add a new chart


from the Insert
section of the
toolbar

95. Add Order Value


as a measure and
Product as a
dimension

96. Expand the


Distribution chart
group and change
the chart type to
Heat Map

28
97. Grab the bottom
right corner of your
chart and drag to
expand it

98. Add Customer


Segment under Y-
axis dimension

99. Select the right-


hand lane and
move it underneath
the left-lane

100. Add a table to the


bottom lane from
the Insert section of
the toolbar

29
101. Add the following
dimensions under
Row: Order ID,
Product, Sales
Agent

102. Hover over the


Account under
measure and
select the filter
icon

30
103. Deselect the No
Customer
Meetings
measure and
select Order
Value
104. Click OK

105. Close the


Designer Panel
106. Grab the bottom
right corner of
your table and
drag to expand it

107. Center the table


on the bottom
lane

108. Don’t forget to


save your
progress

31
Section 1.4 Calculations, Linked Analysis and Input Controls
1. Add a page filter by
selecting the add input
control icon from the insert
section of the toolbar
2. Move the filter token into the
lane below

3. Click on the page filter token


and select Dimension

4. Choose Date dimension and


filter by member

32
5. Expand the All node and
2019 node

6. Choose Q1 of 2019 and


click OK

7. Select the bar chart and


select ‘add a measure’ in the
builder panel

33
8. Choose Create new
Measure Input Control

9. In the pop-up window,


choose All Account
Members and click OK

34
10. Remove the Order Value
from the chart by clicking on
the X next to the measure
name in the builder panel

11. Select and drag the new


measure input control token
and place it directly
underneath your Date Page
filter

12. Grab and drag the bottom


right corner of the token to
expand the measure input
control

35
13. Double click on the measure
input control header to
rename it. Type “Measure”
as your new header and hit
Enter

14. Select the bar chart and


remove the Product
dimension from the chart by
clicking on the X

36
15. Select Add Dimension and
choose Create New
Dimension Input Control

16. Select All Dimensions and


click OK

37
17. Select and drag the new
dimension input control
token and place it directly
underneath your measure
input control

18. Grab and drag the bottom


right corner of the token to
expand the dimension input
control

19. Change the selection of your


dimension and measure
input controls to Customer
Segment and Units Sold
respectively.
20. See your chart update with
the corresponding values

38
21. Select the dimension input
control, click on the ‘…’
(more actions) and select
‘Edit Input Control’

22. Deselect ‘Date’ and ‘Order


ID’ dimensions

23. Select the table and ‘Add


Measures/Dimensions’
under ‘Rows’ in the builder
panel

39
24. Select the ‘New Dimension
Input Control’ to include it in
your table structure

25. Make the following selection


for your measure and
dimension input controls:
choose ‘Product’ as your
dimension and ‘Order Value’
as your measure

26. Select the bar chart and


select Linked Analysis from
the toolbar

40
27. Choose the ‘Linked item set
+ This chart’ option and
check the ‘Filter on datapoint
selection’ box
28. Click Done

29. Select the C900 Bike bar.


Observe as other charts
affected by the C900 bike
filter

30. Click away form the C900


bike bar to remove the filter

41
31. To set up a table linked
analysis, select your table
and choose linked analysis
from the toolbar

32. Choose the ‘Linked item set


+ This chart’ and check the
‘Filter on datapoint selection’
box
33. Click Done

34. Choose Order number 1049


to create an order filter for all
other widgets on the page

42
35. Don’t forget to save your
progress before you move
on

Section 1.4.2 - Calculations


1. Select the ‘No of Customer
Meetings’ numeric point
chart and open the builder
panel

2. Select Add Measure and


choose Create Calculation

43
3. Choose ‘Aggregation’
calculation type

4. Choose ‘Count Dimension’


operation

5. Select ‘Order ID’ as your


dimension

6. Name your calculation as


“Count of Orders” and hit OK

44
7. Remove the ‘No Customer
Meetings’ measure from the
chart by clicking on the X

8. In the builder panel hover


over the Count of Orders
measure with your cursor
and select More (…)

45
9. Select Format

10. Type “0” for the number of


decimal places

11. Uncheck the Use unit of


underlying measure box and
click OK

46
12. Select the bar chart and
choose add measure in the
builder panel
13. Select Create Calculation

14. Select “Calculated Measure’


as your calculation type

15. Name your calculation


“Discounted Amount”

47
16. Start typing “Order Value”
and select the
corresponding measure from
the auto-complete list

17. Type in “*” , followed by “((


100 - ”

18. Select ‘Create New’ under


Input Controls on the right-
hand side

48
19. Switch to ‘Static List’

20. Click into the ‘Values’


dropdown and select the ‘By
Range’ option

21. Type in “1” as your minimum


value and “50” as your
maximum value and click
OK

49
22. Click OK

23. After the “-“, start typing


“Calculation Input Control”
and select the Calculation
Input Control 1 from the
auto-complete list

24. Type in the following “ ) /


100)”
25. Click OK

50
26. Grab and drag the bottom
right corner of the
Calculation input control to
expand it

27. Select the bar chart


28. Remove the Discounted
Amount measure from the
chart by selecting X

29. Add a new chart from the


toolbar and place it next to
the Calculation Input Control

51
30. Change chart type to
‘Numeric Point’

31. Under ‘Primary Values’ in


the builder panel, select
‘Add Measure’ and choose
the ‘Discounted Amount’
measure under
‘Calculations’

32. Move the slider of the input


control to 25 to see the
numeric point chart update
accordingly

33. Don’t forget to save your


progress

Advanced (optional) – Filters and Input Controls

34. Open the Advanced page


and create a page filter from
the Insert section of the
toolbar

52
35. Add a new lane to the left of
the top lane

36. Resize it to be smaller by


grabbing the outer edge of
the lane

37. Move the filter token you


created from the bottom of
the page into the left-hand
top lane

53
38. Select the page filter token
and choose measure

39. Select Order Value measure

40. At the top of the Measure


Range filter settings, select
the dimension context drop-
down and choose Order ID

54
41. Define the range by
selecting the ‘greater than’
option

42. Type in “15,000” as your


measure value to have the
page filtered to all orders
that exceed 15,000 in order
value
43. Click OK

44. Let’s now create a dynamic


time filter. Select story filter
icon under the Tools section
of the toolbar
45. Select the filter token and
choose the Dimensions

55
46. Select the date dimension
and choose Filter By Range

47. Switch to Dynamic

56
48. Choose Current Year under
granularity

49. Click OK

57
50. Let’s convert this filter from
story level to page level
filter. Select the date filter
from the filter bar.
51. Choose Convert to Page
Filter
52. Click OK

53. We do not want the time


page filter to affect all charts
on the page. To configure
the page filter, select the
Date filter
54. Select Input Control
Configuration

55. Switch to Only selected


widgets

58
56. Select the Heat Map and the
table widgets
57. Check the ‘Automatically
connect newly created
widgets’
58. Click Done

59. Select the table and double


click on the table header
60. Name your table “Sales
Analysis for “

59
61. Let’s add Dynamic text to
the table header.
Under More Actions for the
table, select Add Dynamic
text

62. Under Input Controls, select


Date
63. Click Create

64. Let’s further enhance our


table by adding hyperlink
filter. Select the table and
under more actions, select
Hyperlink

60
65. Expand the Link to drop-
down
66. Select External URL

x
67. Type in the following URL:
www.google.com/search?q=

61
68. Type into the External URL
field and select Product

69. Select the Product


dimension token, to ensure
Description is being passed
into the hyperlink

62
70. Label the URL “Product
search”
71. Check the “Open in New
Tab” box
72. Click Done

73. Select the Hyperlink token in


table details and select
“Show Hyperlinks in Table”

74. Select the C900 bike


product to open a new
browser tab to search for the
product

75. Save your progress

Advanced (Optional) - Calculations

63
76. Select the Heat map and
open the builder panel
77. Under the Comparison chart
group, select Stacked
Bar/Column chart

78. Remove Product from


dimension, by selecting the
x

64
79. Select the Date dimension
instead

80. Select the hierarchy icon on


the date dimension

65
81. Select Level 3 to see data
on the quarterly level

82. Hover over the Order Value


measure on the builder
panel. Select the More (…)
icon
83. Select Add Time Calculation
and choose Year to Date

66
84. Remove the Order Value
measure by selecting the X

85. Select the Table and select


add Measure/Dimensions
under Rows

67
86. Select Create Calculated
dimension

87. Choose Measure -Based


dimension

68
88. Select Units Sold as your
mesaure

89. Select Sales Agent as your


Dimension Context

90. Name your Member “high”


and type the lower bound to
be “2,000”

69
91. Add a new member

92. Name the member “Medium”


and type in the lower bound
to be “1,000” and upper
bound “2,000”
93. Add a new member

94. Name the member “Low”


and type the upper bound to
be “1000”
95. Name your calculated
dimension as “Sales Agent
Performance”
96. Click OK

70
97. Save your progress

Section 1.5 Advanced Charts: Geo, R Visualizations and More


1. Add a ‘Geo Map’ onto the page by selecting
the + icon under the insert section of the
toolbar

2. Move the geo map above the table

71
3. Select ‘Add Layer’

4. Select the pen icon to add a model

5. Select the Sales Analysis model and click


OK

72
6. Select ‘Add Location Dimension’ and choose
‘Location’ dimension

7. Select ‘Add Measure/Dimension’ under


‘Bubble Color’ and choose the ‘Units Sold’
measure

8. Add measure under ‘Bubble Size’ and select


‘No Customer Meetings’ as your measure

73
9. Change Bubble Size to 35%

10. Expand the ‘Bubble Color’ settings and


change the opacity to be 70%

11. Click OK

74
12. Under ‘Base Layer’ in the builder panel,
select the map icon and choose the
‘Transparent Dark Grey’ base layer

13. Expand the Base Layer settings and change


the opacity to 25%

36. With the geo map is selected, open the


linked analysis settings from the toolbar and
choose the ‘Linked item set + This chart’ and
check the ‘Filter on datapoint selection’ box
37. Click Done

75
14. Choose one of the bubbles on the map to
see more information about that location on
the dashboard

15. Add an R Vizualisation by selecting the +


icon from the Insert section in the toolbar

16. Select ‘Add Input Data’ in the Builder Panel

17. Click on ‘Add Dimension’ and choose the


‘Customer’ dimension.
18. Click away and select OK

76
19. Select Add Script on the Builder Panel

77
20. Type in the following in the Editor section:

# load package
library(wordcloud)

# get words
words <-
CDUIOGH71KMDVIKM149R68SCU8$Customer

# get frequency
frequency <-
CDUIOGH71KMDVIKM149R68SCU8$'Units Sold'

# generate word cloud


wordcloud(words, frequency, scale = c(4, 1),
rot.per=0.2, colors=brewer.pal(8, "Blues"))

21. Now remove the red code.


22. In place of the code, press Ctrl + Shift and
select the auto-suggested code

23. Click Apply

78
24. Don’t forget to save your progress

Advanced (Optional)

25. Select the geo map and choose the Polygon


filter

26. Draw with a polygon filter to filter on the


selected space

79
27. Select the filter icon to filter on the selected
area

28. Delete the polygon filter by selecting the x from


the side menu

29. Add a new responsive page to your story


30. Rename the page to “Advanced Geo”
31. Set the page as hidden

32. Add a lane above the two lanes

33. Add a geo map by selecting the Add icon


under the Insert section

80
34. Move the geo chart into the lane on the right-
hand side.
35. Resize the right lane
36. Resize the geo chart to be larger

37. Open the Builder panel and add a layer

81
38. Add a model

39. Choose Select other model

40. To select the model go


Public> openSAP> Week 1 and Week 2 >
Models
41. Select SAC_Shipping Routes

82
42. Expand the Layer type drop-down and choose
a Flow layer

43. Select the Original Location as Depot and


Destination Location as CustomerLocation
dimension
44. Choose flow colour to be Days Shipment to
Receive
45. Click OK

83
46. Add another layer

47. Add Depot as the location dimension


48. Choose Order Volume as Bubble Size
49. Click OK

84
50. Rename Layer 1 to Shipping Routes and Layer
2 to Depot by clicking on the layer name

51. Save your progress

Section 1.6 - Thresholds, Variances, and Conditional Formatting


1. Select ‘Sales Agent’ as
your dimension in the
Dimension input control

85
2. Select the bar chart and
select sorting via the
quick action bar
3. Choose ‘Measure’ and
apply a ‘Highest to
Lowest’ sort

4. Select the bar chart and


in the more actions,
choose ‘Add Variance’

5. Choose ‘Add
Version/Time’, choose
‘Date’ dimension

86
6. Expand the ‘Display
Options’ menu

7. Under ‘Show Difference


as’, check the
‘Percentage’ box and
choose decimal places to
1

8. Uncheck the ‘Numeric’


box

87
9. Under ‘View Variance as’,
choose ‘Data Label’

10. Click OK

11. Choose the Numeric


Point chart at the top of
the dashboard and under
more actions, choose
‘Add Variance’

88
12. Choose Add
Version/Time, choose
‘Date’ dimension

13. Expand the ‘Display


Options’ menu

89
14. Under Show Difference
as, check the
‘Percentage’ box
15. Uncheck the ‘Numeric’
box
16. Click OK

17. Select the table and open


the Styling panel

90
18. Change the table
template to ‘Report-
Styling’ under the Table
Properties section. Click
OK.

19. Close the Designer panel

91
20. Select the ‘No Customer
Meetings’ column

21. Right Click on the column


header and select
‘Thresholds’.
22. Choose ‘New Threshold’

23. Select the green scare


under ‘Ranges’ and
choose red circle

92
24. Type in “10” as your Max
value

25. Select the threshold


name and rename it to
“Number of Required
Meetings”

93
26. Click Apply

27. Open the styling panel

94
28. Under Table Properties
section, expand the
Threshold Style
dropdown and select
‘Symbol’

29. Close the Styling panel

30. In the toolbar, select


Conditional Formatting

95
31. Select ‘Assign Colors’

32. Expand the ‘Dimension’


dropdown and choose
‘Customer Status’
dimension

96
33. Check the box for
Prospect and select the
color icon

34. Choose red color for


prospect dimension
member
35. Select Apply

97
36. Select Done

Advanced (Optional)
37. Navigate to the Advanced
Geo page
38. Add a new table by
selecting the table icon
from the Insert section of
the toolbar
39. Move the table into the
bottom left lane

98
40. In the builder panel,
change the table model
41. Click OK

42. Select other model

43. Navigate to Public>


openSAP> Week 1 and
Week 2 > Models
44. Select Sales Targets
model

99
45. Under Rows, Add
Product Dimension

46. Hover over the Account


token and select the filter
icon.

100
47. Select the Target Units
sold measure
48. Click OK

49. Select Add Linked


Models under the Data
Source section of the
Builder panel

101
50. In the Link Dimensions
menu, choose the second
model to be Sales
Analysis

51. Select Product dimension


for both models

102
52. Select the More icon
under the Sales Targets
model Matched
dimension and select to
link on ID
53. Click Set

54. Under Columns, select to


Add
Measures/Dimensions

103
55. Choose Sales Analysis

56. Select Account

104
57. Hover over the Account
token and select the filter
icon
58. Select Sales Analysis

59. Select Units Sold


measure
60. Click OK

105
61. Select Units Sold and
Target Units Sold
columns
62. Right click on the select
columns
63. To add a quick
calculation, choose Add
Calculation > Subtract >
Single

64. Rename the Subsrtact


column by double clicking
on the cell
65. Rename the column to
“Delta”

106
66. Right-click on the Delta
column
67. Select In-Cell Chart

68. Open the Builder Panel

107
69. Select the Comparison
Chart Group
70. Select Variance Bar

71. Resize the left-hand lane


to be larger

108
72. Resize the table by
selecting the bottom right
corner of the table

73. Save your Progress

Section 1.7 – Theming and Styling


1. Select the bar chart and
open the Builder panel

109
2. Under the Color section,
expand the color palette
drop-down and select the
last color palette

3. Select the top lane and


open the styling panel

110
4. Under ‘Page’ section,
choose the color icon.
Expand the More option

5. Select the blue section of


the color bar and pick a
blue shade. Alternatively,
type in the following Hex
code: 0565af

111
6. Select the bottom right lane
and choose a white lane
background color

7. Select the bottom left lane


and choose a light grey
color

8. Select a numeric point in


the top lane and change the
font colour to white.
9. Do the same for all other
numeric point charts in the
lane

10. In the toolbar’s Insert


section, choose add then
‘Image’

112
11. In the Builder panel, select
upload icon

12. Choose the


BestRunLogosmall.png file
provided along with the
script

13. Select the uploaded image


under ‘Image Library’

14. Grab and drag the bottom


right corner of the image to
resize it to a smaller size

113
15. Select the numeric point
chart from the top lane and
open the styling panel

16. Under ‘Number Format’,


expand the ‘Scale’
dropdown and choose the
‘Auto-formatted’ option

114
17. Expand the ‘Scale Format’
dropdown and choose ‘k, m,
bn’ option

18. Change the number of


decimal places to 1

115
19. Close the Designer Panel

20. Select the Geo map and


under More actions choose
‘Show/Hide’

116
21. Deselect all options, but
‘Legend’

22. Under the File section of the


toolbar, select the wrench
icon and choose
‘Preferences’

23. Under ‘Tile Settings’,


expand the ‘Default Color
Palettes’ ‘Standard’ option,
and select the last non-
default palette.
24. Click OK

25. Under the File section of the


toolbar, select the disc icon
and select ‘Save as
Template’

117
26. Rename template to
“BestRun
Template_YourInitials”
27. Select your folder under ‘My
Files’ as file destination
28. Select OK

29. Under the ‘Format’ section


of the ‘More’ toolbar, select
‘Layouts’. See your newly
saved template as one of
the template options

Section 2.1 – Augmented Analytics: Smart Assist Features


1. From under the ‘Insert’
section of the toolbar, add a
chart to the page

2. Move the chart to the


bottom of the page

118
3. Open the builder panel

4. Add a measure and select


the measure input control
you have created earlier,
called ‘Measure’

5. Add a dimension and select


the ‘Customer Segment’
dimension

119
6. Open ‘Search to Insight’

7. Type in “Show order value”


8. Hit Enter

9. Continue typing “by


product”
10. Hit Enter

120
11. Continue typing “for last
year”

12. Delete “for last year” and


instead type in “as a pie
chart”

13. Select the copy icon for the


‘Show Order Value by
Product’ pie chart
14. Select ‘Copy To’ ‘Overview’
page

15. Exit Search via the top left


corner button

121
16. Move the chart to the
bottom of the page

17. Change your measure and


dimension input control
selection to ‘Units Sold’ and
‘Product’ respectively

18. Select your bar chart and


under More actions, choose
‘Add Smart Insights’
19. Smart Insight will be added
to the footer of your chart

122
20. Select the ‘Customer
Status, Current Customers’
blue text in the generated
smart insight

21. Select the second insight

22. Click Done

123
23. Select the pie chart and
open the Builder Panel

24. Change the type to the


‘Time Series’ chart under
‘Trend’

124
25. Select the ‘Date’ dimension
under ‘Time’

26. Remove ‘Product’


dimension from color

27. Grab and drag the bottom


right corner of the
timeseries chart to make it
larger

28. From the quick actions bar


for the timeseries chart,
select ‘Automatic
Forecasting’

125
29. From the toolbar, select
‘Smart Discovery’

30. From the Smart Discovery


side panel, click on ‘Select
a Measure/Dimension’, and
choose Order Value
31. Hit Run

32. Navigate from the


‘Overview of Order Value’ to
the ‘Simulation’ page to see
what dashboard Smart
Discovery has generator for
you

33. Save your progress

Section 2.2 – Collaboration


1. Under the ‘File’ section
of the toolbar, select the
share button

126
2. Share a story with the
“TEST” user
3. Click Share

4. Select the bar chart and


add a comment from the
quick action bar

5. Type in “This is a great


insight”
6. Select Place Comment

7. Under ‘Format’ section


of the ‘More’ toolbar,
select ‘Device Preview’

127
8. Expand the ‘Device’
dropdown and select
‘Phone’

9. Open the designer


panel

10. Select the Count of


Orders numeric point
chart

128
11. On the right-hand side
panel, drag the font
scale to 60%

12. Deselect the Device


Preview mode icon from
the toolbar to exit

13. Select your bar chart


and open the Builder
Panel

129
14. Scroll down the Builder
Panel and check the
‘Enable Explorer’ box

15. Save your story and


switch to view mode

16. From the chart quick


action bar, select the
Explorer icon

17. Select ‘+ New View’

130
18. Switch the chart type to
heat map

19. Select ‘Show


Dimension’ and choose
‘Show All’

20. Deselect current


dimension by selecting
the highlighted header

131
21. Select ‘Customer
Segment’ and
‘Customer Status’
headers

22. Select ‘View 1’ at the


top and select Edit

23. Rename this view to


“Details” and check the
default box

24. Select the ‘Exit Explorer


Mode’ button
25. Select the bookmark
icon from the toolbar

26. Select ‘Bookmark


Current State’

132
27. Name the bookmark
“My Preferred Story
View” and check the
default box
28. Hit Save

29. Select the geo map and


choose the pin icon

133
Section 2.3 - Digital Boardroom and Mobile
Now that you have analyzed and created various dashboard, you want to consolidate all the pages into a
single digital boardroom presentation. However, as the pages are within different stories, you will need to
bring in both stories into a single boardroom presentation and group them into related topics.
In this section, 2 new stories have been prepared and you can import them to create a Digital Boardroom as
shown in the following steps. Alternatively, you can use your own stories created in the previous sections to
create a Digital Boardroom.

1. Click the Main Menu icon


2. Hover over Create and click Digital
Boardroom

3. Name it DIBO_[your_name]
4. Click OK

5. Click Dashboard

6. Click the Import icon

134
7. Select Digital Boardroom Story 1 in
the path: Public > openSAP > Week
1 and Week 2 > Stories & Digital
Boardroom > Digital Boardroom
Starting Stories
8. Click Import

9. Click the Import icon again

10. Select Digital Boardroom Story 2 in


the path: Public > openSAP > Week
1 and Week 2 > Stories & Digital
Boardroom > Digital Boardroom
Starting Stories
11. Click Import

12. In the canvas name the topic


Overview
13. Press Enter on the keyboard

135
14. Expand Digital Boardroom Story 2

15. Click and Hold the Overview Page


16. Drag the Overview Page to the
Overview Topic
17. Drag the Product Analysis Page to
the Overview topic

18. Expand Digital Boardroom Story 1

136
19. Click and Hold the Financials Page
20. Drag the Financials Page to the
middle of the Overview Topic

21. Click the Add Topic icon

22. Name the topic Shipping and


Transactional
23. Press Enter on the keyboard

137
24. Drag the Shipping and Region Page
to the Shipping and Transactional
Topic

25. Expand Digital Boardroom Story 2


26. Drag the Transactional Overview
Page to the Shipping and
Transactional Topic

27. Click the Add Topic icon under the


Overview topic

138
28. Click and drag the topic canvas to
move items so all are viewable
29. Name the Topic HR
30. Press Enter on the keyboard

31. Drag the HR Overview Page to the


HR Topic
32. Drag the Employee Age Overview
Page to the HR Topic
33. Drag the Salary Overview Page to
the HR Topic

34. Click Save

139
35. Click the Digital Boardroom
Preferences icon

36. In the Layout section click on Enable


Preview

37. Click on Context Menu


38. Click and Hold the Maximize icon
39. Drag and drop the Maximize icon
onto the existing Preferences icon
below

140
40. Click Action Bar
41. Click and Hold the Meeting Minutes
icon
42. Drag it to the left of the Pin icon
below
43. Click Apply

44. Click on Designer to open the


Designer Panel
45. Switch to the Style Panel

141
46. Click the Open Theme Preview icon

47. Expand Theme


48. Click Digital Boardroom Dark

49. Click Designer to collapse the


Designer Panel
50. Click Save

51. Click the Filter icon

142
52. Click the HR Topic header

53. Click the Add Topic Filter icon.


54. Click
SAC_PACIFICA_ORDER_FINANCE

55. Click BIDEMO

56. Click Dimensions

143
57. Click Department

58. Click Sales


59. Click OK

144
60. Click Close at the bottom

61. Click the Navigation icon

62. In the canvas click the Overview


page to select it

63. In the Navigation panel click + Add


Jump Target

145
64. Click on “Enter a label” and name
the label HR

65. Expand Topic


66. Click HR

67. Expand Page


68. Click HR Overview

146
69. Click + Add Jump Target

70. Name the label Shipping

147
71. Expand Topic
72. Click Shipping and Transactional

73. Expand Page


74. Click Shipping and Region

148
75. Click on Financials Page in the
canvas to highlight it

76. In the Navigation panel, click the


New Jump Point icon to the right of
Tile

77. Scroll down


78. Click the Bar/Column Chart
79. Click Add

149
80. Name the Jump Shipping

81. Expand Topic


82. Click Shipping and Transactional

83. Expand Page


84. Click Shipping and Region

150
85. Click on Apply Selected Dimension
as a Filter.
86. Click Close

87. Click Save

88. Click the Start Presentation icon

89. Right-click on the page and select


maximize in the pop-up menu to go
to single screen view

90. Right-click on the screen again.


91. Click the Jump To icon.
92. Click Shipping

151
93. Right Click on the screen
94. Click the Jump To icon
95. Click Back

96. Click the Next Page icon > in the


lower-left edge of the screen

97. Click the column in 2018 for Soft


Drinks
98. Click the Jump To icon

99. Right-click on the screen and click


the Jump To icon.
100. Click Back

152
101. Hover over the bottom of the
Digital Boardroom Presentation to
raise the action bar
102. Click the Meeting Minutes
icon

103. Click the Add New Meeting


Minutes icon at top-left

104. Type in "Overall the


company is going in the right
direction. We need to focus on
improving the Sales Revenue for
Soft Drinks."
105. Click Publish
106. Click the Close Meeting
Minutes icon “X” at top-right

107. Click the Main Menu icon


108. Click the Exit Presentation
icon

153
Coding Samples
Any software coding or code lines/strings (“Code”) provided in this documentation are only examples and are not intended for use in a production system environment. The Code is only intended to better
explain and visualize the syntax and phrasing rules for certain SAP coding. SAP does not warrant the correctness or complet eness of the Code provided herein and SAP shall not be liable for errors or
damages cause by use of the Code, except where such damages were caused by SAP with intent or with gross negligence.

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