Watch this short demonstration to learn how you can display, sort, and filter data in your table using SAP Analytics Cloud, add-in for Microsoft Excel functionality. Explore various options to customize your table and view the data you need.
Displaying Data and Setting Up the Initial Table in the SAP Analytics Cloud, Add-in for Microsoft Excel
Objective
After completing this lesson, you will be able to set up the initial table to display the data.
Work with Data
Designer Panel
The Designer panel is where you configure the table.
Measures and Dimensions
The Rows and Columns areas are where you can change the table by adding or removing dimensions and measures.
To do so, choose + Add Measures / Dimensions in the Designer panel for rows or columns and select the measures and dimensions you want to add or remove in your analysis.
Filters
You can also filter dimensions to specific members in the Filter area.
Close/Reopen the Designer Panel
You can close the Designer panel, but be aware that if you do, the commands in the ribbon are no longer active and you cannot change the table.
You can reopen it by choosing Designer, followed by a refresh to enable the table.
Properties
Using the add-in, you can add dimension properties to a table to add more information about a specific dimension.
Dimension Properties
To add a property of a dimension to your table, choose the context menu and Properties... on the respective dimension. Then select the properties you want to add in the Set Properties dialog.
Dimension Members
To add dimension attributes to a table, choose + Add Measures / Dimensions in the Builder panel, expand the dimension, and choose a dimension member.
Hierarchical Display
Dimensional hierarchies are created either in the SAP source systems for the SAP Analytics Cloud model or in the model itself. A dimension can contain multiple hierarchies. In the hierarchy, dimension members are organized in a tree structure, similar to a corporate organizational chart or a family tree.
Set Hierarchies
If a dimension has hierarchies associated with it, then you will see the Hierarchies option in the menu when you right-click the dimension in the builder panel.
From the Set Hierarchy dialog, choose the hierarchy you want to use. The Flat Presentation option removes any hierarchical display of the dimension members.
Expand and Collapse Nodes
You can expand or collapse a single node of a hierarchy using the triangle symbols to the left of the node cell.
It is also possible to select a node cell in the table and choose Expand/Collapse.
Refresh Data
Refreshing updates the data in the table with the latest data from the data source.
You manually refresh the data in the table at any time by choosing Refresh from the ribbon. Using the dropdown, you can refresh only a specific data source on your worksheet or all data sources.
Set Up the Initial Table
Business Scenario: You have launched the SAP Analytics Cloud, add-in for Microsoft Excel and are ready to set up the workbook for the forecast. You must insert the data source and set up the initial table, for example, add dimensions to rows and add an attribute.
Once you have set up the initial table, you want to see the actuals for the account and subaccounts you are responsible for before you start to compile your forecast numbers.
Task Flow: In this practice exercise, you will:
- Set up the initial table
- View actuals for accounts and subaccounts
- Expand the hierarchy for the account