Navigating in SAP Analytics Cloud

Objective

After completing this lesson, you will be able to navigate in the SAP Analytics Cloud interface.

Explore SAP Analytics Cloud

In this video, we navigate in the SAP Analytics Cloud interface. We explore the home screen and its tabs, the shell bar, the side navigation, files, application start pages, and tools.

SAP Analytics Cloud Interface

Home

When you log on to your SAP Analytics Cloud tenant, you default to the Home screen. The home screen is where you can access your recent stories and visualizations as cards.

Your home screen is private, and you cannot share it with other users or add it to discussions. This privacy also applies to the notes and cards you pin there.

The SAP Analytics Cloud Home screen.

The SAP Analytics Cloud home screen has four tabs.

  1. Today: This tab is the default tab. It contains the cards and notes that you have pinned.
  2. Catalog: This is a single access point for content published for users within SAP Analytics Cloud. Each published item is displayed as a card. We will discuss this tab in more detail later in this lesson.
  3. Favorites: This tab lists the resources that you have chosen as favorites.
  4. Shared With Me: This tab lists all the resources shared with you by other users.

Note

The Catalog, Favorites, and Shared With Me tabs can be disabled by an administrator or a user granted the necessary permissions.

Menus

To access all the functionality of SAP Analytics Cloud, use the side navigation on the left side of the interface, a quick and easy way for you to switch between different applications.

The shell bar is the uppermost horizontal section of the interface. It consists of a breadcrumb navigation on the top left, allowing you to know where you are in your workspace and lets you easily navigate to any part of the folder path for your current file. On the right side, you can see universal actions such as search, notifications, and your profile.

SAP Analytics Cloud side navigation and shell bar.

Profile

User profiles are used in many parts of the platform to identify the logged-on user. You can view your own user profile by clicking the Profile icon in the shell bar at the top of the SAP Analytics Cloud screen.

Home Page with Settings displayed

Note

You can also display the full user profile to get information about a user in the following areas of SAP Analytics Cloud:

  • In the Collaboration panel, the name and picture of every participant of a discussion displays. If you hover the cursor over the picture, you can display the full profile and start a one-to-one discussion with that user.
  • In the calendar's Event area, the picture of the user who is assigned to an event or a task is displayed in the details of the event and task; for example, you can see the profile of the user that needs to review a task.
  • In the Users area of user management, you can display the full profile by clicking on the user's ID.

When you select a user in any dialog, the picture from the user profile displays in addition to the display name and ID.

Profile Settings

You can access your user profile and edit user preferences from the Settings dialog.

Where to access your profile settings from any SAP Analytics Cloud screen.

Profile Picture: By default, a photo placeholder is displayed. To upload your own picture, select the placeholder from the User Account settings. To change your picture, select the Edit icon.

Language and Region: You can choose a default language for the SAP Analytics Cloud interface. Select Languages and Region to set the preferred language for displaying live data and text in stories. If the Data Access Language is set to Default, then the value used in the Display Language setting will be used. The Data Access Language setting is used by default unless an administrator selects a different language when the live data connection is created. When you send a model for translation, the Data Access Language becomes the source language of the model.

You can also change the formatting for dates, numbers, currency position, and other options.

Profile settings

Customize the Home Screen

You can customize your Home Screen to your preferences, including choosing which one of the tabs is displayed by default. Select Customize from the home screen or choose ProfileSettingsHome Screen to display the options available. Here, you can change the default tab and add, resize, and remove a card simply by moving the selector to the on or off position.

Customize button highlighted and Home Screen dialog displayed.

Catalog

The Catalog view provides more information about widgets and system content using a tile. Each item published to the catalog is displayed as a tile that users can open to access the underlying content. The content in the catalog is view-only, so you cannot copy, paste, delete, or edit information from the catalog.

You can search or filter using categories and interact with the data to focus on the specific information you are looking for, making it easy to find content.

SAP Analytics Cloud Catalog tab.

The following content types can be published and displayed in the catalog:

  • Stories
  • Digital Boardroom presentations
  • Models
  • Datasets
  • Uploaded SAP Analytics Cloud files
  • Content links

Note

Publishing to the catalog is an administrative function. For an administrator to publish content to the catalog, they select the object from Files and choose SharePublish to Catalog. They then select the team with whom to share and choose OK. Finally, they choose Share.

Help

SAP Analytics Cloud has a very robust help feature. Simply click the Help icon on the shell bar and get in-application help related to where you are in SAP Analytics Cloud.

The SAP Analytics Cloud embedded help function includes guided help tutorials, videos, and help documents. To exit the help, simply click the Help icon in the shell bar at the top of your screen.

You can also search the SAP Help Portal documentation from the home screen.

SAP Analytics Cloud Help from the home page with vertical navigation menu opened on left.

Additional Information

To find out more about each of the applications and the options in the side navigation and shell bar, go to Navigate in SAP Analytics Cloud in the SAP Help Portal.

SAP Analytics Cloud Themes

You now have access to the Horizon themes in SAP Analytics Cloud! You have access to SAP Morning Horizon (light theme) and SAP Evening Horizon (dark theme), as well as SAP Horizon High Contrast Light and SAP Horizon High Contrast Dark.

Themes available in SAP Analytics Cloud as described above.

Note

For a short period, you will have access to both the old SAP Belize theme and the new SAP Horizon themes. You can change between them at any time from your user Settings. In this course, you may see a combination of both themes to demonstrate the features and capabilities of SAP Analytics Cloud.

Navigate in the SAP Analytics Cloud Interface

Business Scenario: You are new to SAP Analytics Cloud and so you need to learn how to use the Home page and perform a few navigation tasks.

Task Flow: In this practice exercise, you will:

  • Open your user profile and view how to log out.
  • View the user settings.
  • Explore the navigation bar on the left side of the screen and the application start pages.
  • Explore the shell bar and its functionality.