Scheduling and Publishing Stories

Objective

After completing this lesson, you will be able to schedule a publication.

Schedule and Publish Stories

Embedded Analytics allows the administrator to schedule the publication of stories to selected users or teams. When a story is published, each user gets an e-mail with the story as an attachment. You can set a schedule to share a copy of a story with any number of internal users and up to three external users.

The File menu in embedded analytics, with the Schedule Publication menu option selected.

Scheduling a Publication

Selecting the Schedule Publication menu item opens the Share Story dialog box.

The first choice is to use Broadcast or Burst mode. These modes control the data that the receiving user can view. Broadcast mode allows the user to view any data the sender is authorized to view, while Burst mode allows the user to view data they are authorized to view.

The publication can be scheduled to run once, or on a recurring schedule.

When a story is published, the target audience receives an email with story attached as a PDF or a PowerPoint.

The top section of the Scheduling dialog box in embedded analytics, showing the mode, event name, start date, file type, and destination.

The lower part of the dialog box contains distribution options. In this section, you can share different views of the story with different sets of recipients. For example, you may want the Finance team to see the story with a table, and the Sales team to see the table with a chart.

The bottom section of the Scheduling dialog box in embedded analytics, showing the email subject and message, delivery options, and distribution.

Best Practices When Using Embedded Analytics

  • Use Generic Attributes in SAP Incentive Management to add detail to stories.
  • Use the For Reporting field in rules to create user friendly output names for analytics users.

Summary

  • Embedded Analytics allows administrators to schedule the publication of stories to selected users or teams.
  • Publications can be in Broadcast or Burst mode. Broadcast mode allows the user to view any data the sender is authorized to view, while Burst mode allows the user to view data they are authorized to view.
  • Publication schedules can be set to run once or recurring.
  • Published stories are sent via email to audiences as PDF or PowerPoint attachments.