Inserting Data Sources to the Workbook

Objective

After completing this lesson, you will be able to use the SAP Analytics Cloud, add-in for Microsoft Excel to insert a table and add a specific data source.

Add a Table

In the SAP Analytics Cloud, add-in for Microsoft Excel, data is displayed and analyzed in table.

To create a table:

  1. Choose Add Table from the ribbon or from the Designer panel.Add Table button selected from the add-in ribbon or Designer panel.
  2. When you are prompted to choose a model or a Datasphere dataset, browse to the location of the model/dataset you want to analyze.
  3. Select Open.Select Data Source dialog highlighted with the Open button in the bottom right (blue) next to Cancel.

Additional Information

For more information on adding tables using specific data sources, go to the SAP Help Portal: Add a table.

Data Source for Formulas

Another option you have for analyzing SAP Analytics Cloud data is to choose Add Data Source for Formulas from either the Designer panel or in the Add Functions option in the ribbon. With this option, no table is displayed. Instead, you can use formulas to design layouts that do not adhere to the classic row/columns-based layout.

We will explore SAP-specific formulas later in this course.

Add Data Source for Formulas from the ribbon or from the Designer panel.

Save a Workbook

You can save workbooks locally or on a server, for example, Microsoft OneDrive. With the workbook, you save the current view of the table.

When you open the workbook, you need to connect to the tenant. To enable navigation in the table (entering planning data or expanding a hierarchy, for example), refresh the table or the complete workbook.

Get Started with the SAP Analytics Cloud, Add-in for Microsoft Excel

Business Scenario: You agree to create a workbook for your team using the SAP Analytics Cloud, add-in for Microsoft Excel for your forecasts. The add-in has been deployed and you are ready to get started by launching the add-in and connecting it to your SAP Analytics Cloud tenant.

Task Flow: In this practice exercise, you will:

  • Launch the SAP Analytics Cloud, add-in for Microsoft Excel
  • Create a workbook
  • Connect to SAP Analytics Cloud
  • Insert a specific data source