Report Creation

Report Creation

In this exercise, you will be using multiple data models to create an interactive report. Each model represents a different data source. We will be leveraging S/4 finance data, SuccessFactors HR data and Concur Travel data in our report

We will now create a new report using a template. The template provides you with an initial layout and colour theme.

  1. Click “Stories” and select the “My Analytics Story” layout to jump start your story.
  • If necessary select Show More… icon on right to see all template options.

Later on, You can also save your own reports as templates for reuse. This way, you can define a corporate template for consistent formatting and colour schemes. These show up under ‘Templates’.

  • In the ‘Design Mode Type’ window pop-up, choose the Classic Design Experience option and click on Create.

  1. Click on Close to close the layouts pane.

The design we are using is a responsive design. What this means is that the design will shift and change for different devices, such as phones and tablets.

The responsive design has different lanes to allow the report designer to guide the tool as to how to reflow the story.

As our first step, we will add a new map to the story.

Note

The tool will place the geo map in whatever lane has context. By default this is the top lane. So, first, click on empty white space in the big bottom right lane. This gives that lane the current context and tells the tool we are working with that lane. You’ll know this has worked because the top bar of the lane is now blue In the screenshot, the rightmost lane has context and the other lanes do not.

  1. Add a map control by clicking on the + under ‘insert’ and selecting Geo Map.

SAP Analytics Cloud provides native ESRI integration without requiring additional licensing. There are several map themes to match your desired level of detail and design.

  1. Under ‘Base Layer’ change the map look to ‘Night Time Streets’.

  1. Under ‘Content Layers’ click ‘+ Add Layer’.

  1. To set the model for your first layer, click the pencil icon next to ‘No Model’.

Click on the drop down arrow and choose the option “Select other model…”

  1. Search for ‘handson_concur_final’ and find the ‘HandsOn_Concur_Final’ model in the ‘My Files/Public/Models’ folder. The model has been created ahead of time for you.

  2. Click on HandsOn_Concur_Final to select it.

  1. Change the Layer Type to Flow Layer.

  1. Set the measures and dimensions as follows:

  • Origin Location = OriginLocation

  • Destination Location = DestLocation

  • Flow Color = Count

  • Flow Size = Carbon Footprint

  1. Your chart should now look like this:

The chart shows that SFO to Frankfurt is one of our most common flights

  1. You can hide the Legends by clicking on the dropdown arrow beside LEGENDS

  1. Click OK on the bottom of your Layer 1 Design Tab.

We will now add a second Layer to the Map. Layers can be diferent views from the same dataset or completely different data sets.

  1. Click ‘+ Add Layer’

For this layer we are going to change the datasource. SAP Analytics Cloud defaults to your last used dataset, but we can override this.

  1. Click the Pencil icon next to your dataset

  1. Click ‘down arrow’ and ‘Select other model’

  1. Search for ‘handson_sf_final’ and find the ‘HandsOn_SF_Final’ model in the ‘My Files/Public/Models’ folder. The model has been created ahead of time for you.

This model contains HR data about our full time employees, such as where they work.

Note: You may need to scroll down to find this model.

  1. Once you have found it, click on it to select it.

  1. Set the measures and dimension as described here:

  • Location Dimension = Office_Location

  • Bubble Color = Employees

  1. To change the Color Palette – Click on the dropdown menu option for Bubble Color

  1. Set the Palette to dark to light continuous gradient

  1. Then click the

    icon to switch the gradient.

    This will show larger offices as darker spots on the map.

  2. Click ‘OK’

  3. You can set the color theme for this map by clicking on the paint icon on the far right of the screen.

  1. Under Control Styling select ‘Dark’ as the Theme

  1. Resize the map to fill the width of the right lane. You can resize just like in windows - move your mouse to the bottom right of the chart (the mouse will change to two arrows) then click and drag

  2. Click on the More Actions Icon ‘…’ .Then click on Show/Hide

  3. Deselect the following:

  • Title

  • Subtitle

  • Details

  1. Your Geo-Map should look like this.

Next we will look at how to create some KPI charts.

  1. Click the large + icon on your KPI tiles which are located on the top left of your Story Page.

  2. Ensure that your data source for this KPI is the Concur dataset. If it is not, change it using the Pencil Icon.

Note

You will see that the story highlights models you are already using, so you should not need to search for your model
  1. Select HandsOn_Concur_Final and click OK

  1. Go to the Primary Values

  2. Click ’ + Add Measure’

  1. Select ‘Carbon_Footprint’ from the dropdown list.

Note

You may have to click outside the dropdown to close the dropdown selection.

  1. You will see our chart has been updated with the values for Carbon_Footprint:

The value display is very large so lets work on some additional formatting for this KPI chart.

  1. Click on the formatting button

  1. Scroll down to the see ‘Number Format’ section.

  1. Change Scale to Million

  2. Scale format to ‘k, m, bn’

  3. Play around a bit and format the number how you would like.

  4. On the Chart itself – Click on the More Actions Icon ‘…’

  5. Click on Show/Hide

  6. Remove the Chart Title by deselecting it.

  1. Your chart should now look like this:

We will now see how to create a new Travel Spend KPI below the Carbon_Footprint KPI. The steps below are the same as used for the Carbon_Footprint KPI but aggregated on Ticket_Amount field.

Note

You can duplicate the existing KPI using the duplicate button.

  1. Select the Carbon_Footprint KPI chart.

  2. Click on More Actions ‘…’.

  3. Click on Copy -> Duplicate.

  1. This will then copy the chart below the first chart.

  1. Ensure the second chart is selected.

  2. On the Designer Builder Tab – Click on +Add Measure under Measure - Primary Values.

  1. Deselect Carbon_FootPrint and select Ticket_Amount.

  1. Click on the Styling Section.

  1. Scroll to the Number Format section and set the scale to Million.

  1. Your report should now look like this:

  1. Save the report by clicking on File -> Save in the menu bar.

  1. Give the report a meaningful name such as Introduction_Story and click OK.

Note

Ensure you are saving to your own personal space e.g. “

Well Done! You have now completed this exercise on Report Creation.

Learning

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