Add Table

Objective

After completing this lesson, you will be able to add a Table to your story with a hierarchy and calculated column.

Contents

  • Prerequisites
  • Add a Table
    • Add a Table with rows and columns
    • View hierarchies
    • Hide columns
  • Add Calculation Column
  • [Optional] Change Table Template
  • Summary

Tables can be used in SAP Analytics Cloud stories to view and analyze data.

Review the Help Portal for more information on Tables.

In this lesson, you add a table to see your Sales Region split by Sales Manager over Time. Then add a year over year comparison column.

After completing the lesson, your story (in edit mode) should look similar to:

Prerequisites

You have completed the following units and lessons:

  • Getting Started with SAP Analytics Cloud
  • Create your Story
  • Add Numeric Point Charts
  • Add Time Series Chart

If you did not complete the prerequisite units, you can continue from a pre-created sample story.

Note

You already created a story, skip to

Please create a copy of MyStory - Select - Table in your private My Files folder.

  1. From the Navigation Bar click Files, and search for MyStory - Select - Table.

  1. Select the checkbox, and click the Copy To icon from the Files Toolbar.

Save a copy to your private folder.

  1. Click on My Files and name your story with your username _MyStory, update Description, then click OK.

Add Table

Open your story in edit mode if not already.

  1. Locate _MyStory from the navigation bar at Files -> My Files, or Stories -> Recent Files.

  1. Select Edit.

Add a Table widget from the Left Side Panel.

  1. Open the Left Side Panel from the View menu in the Top Toolbar, if not already open.

  2. Click on the Main Lane to select area where to add the new widget.

  1. From the Left Side Panel under the Assets tab Drag & Drop the Table widget onto the to Main Lane.

  1. Notice the Right Side Panel (Builder, Styling) automatically opens.

Add your row dimensions.

  1. In the Builder tab under Rows, click + Add Dimension.

  1. Select Region and Sales Manager.

  1. Click outside the Dimension Dropdown to close it.

Add your column dimensions.

  1. Under Columns, click + Add Dimension.

  1. Select Order Date.

Note

The hierarchy icon indicates there is a hierarchy available for Order Date.

  1. Click outside the Dimension Dropdown to close it.

View the hierarchies available for Order Date.

  1. Click on the More (…) icon for Order Date, then select Hierarchy.

  1. You can see all available hierarchies in the Hierarchy dropdown. However don’t make any changes, keep the Year, Quarter, Month, Day hierarchy selected and click Cancel.

You now have a table that shows Sales Region split by Sales Manager over time.

  1. Deselect the Right Side Panel (Builder, Styling) from the View menu in the Top Toolbar, to close the panel.

  1. Expand the (all) node of the Order Date hierarchy to view the Order Date years.

  1. Resize the table widget, to make it easier to compare 2022 and 2023 data.

You can see the Order Date years in the expanded table.

Now let’s hide the (all) node, as you are not interested to see Gross Margin summed for all years.

  1. Right-click on the (all) node, and select Hide column.

  1. [Optional] Expand Order Date to view the next hierarchy levels, Year, Quarter, Month, Day.

Add Calculation Column

Next, you want to add a year over year comparison column to the table.

  1. Click 2022 and drag to 2023. This should select both the 2022 and 2023 headers.

  1. Right-click and select Add client calculation > Subtract > Repeating

A new Subtract column was added, subtracting 2023 from 2022.

Open the Formula Bar to change the formula. You want to subtract 2022 from 2023 instead.

  1. Select the Subtract column, then click on More (…) under Tools in the main toolbar, and select Formula Bar.

  1. Adjust the formula to =D2-C2, and then press enter.

  1. Double-click on the Subtract column header and rename it to Delta.

  1. Double click on the column header Subtract and rename cell to Delta.

  2. Save your story.

  1. Quality Check: Does your Table look like this?

[Optional] Change Table Template

Change the table styling template to alternate the background color of the rows between gray and white.

  1. Open the Right Side Panel from the View menu in the Top Toolbar.

  1. Select the Table.

  2. In the Styling tab under Table Properties, select the Alternating Rows Template.

  1. Click OK to close the warning.

  2. Quality Check: Does your Table look like this?

  1. Set the Template back to Default.

Note

In a later unit

Summary

Well Done! You have added a Table, explored the Sales Order hierarchy, and added a year over year comparison column.

Contents

  • Prerequisites
  • Add a Table
    • Add a Table with rows and columns
    • View hierarchies
    • Hide columns
  • Add Calculation Column
  • [Optional] Change Table Template
  • Summary

Tables can be used in SAP Analytics Cloud stories to view and analyze data.

Review the Help Portal for more information on Tables.

In this lesson, you add a table to see your Sales Region split by Sales Manager over Time. Then add a year over year comparison column.

After completing the lesson, your story (in edit mode) should look similar to:

Prerequisites

You have completed the following units and lessons:

  • Getting Started with SAP Analytics Cloud
  • Create your Story
  • Add Numeric Point Charts
  • Add Time Series Chart

If you did not complete the prerequisite units, you can continue from a pre-created sample story.

Note

You already created a story, skip to

Please create a copy of MyStory - Select - Table in your private My Files folder.

  1. From the Navigation Bar click Files, and search for MyStory - Select - Table.

  1. Select the checkbox, and click the Copy To icon from the Files Toolbar.

Save a copy to your private folder.

  1. Click on My Files and name your story with your username _MyStory, update Description, then click OK.

Add Table

Open your story in edit mode if not already.

  1. Locate _MyStory from the navigation bar at Files -> My Files, or Stories -> Recent Files.

  1. Select Edit.

Add a Table widget from the Left Side Panel.

  1. Open the Left Side Panel from the View menu in the Top Toolbar, if not already open.

  2. Click on the Main Lane to select area where to add the new widget.

  1. From the Left Side Panel under the Assets tab Drag & Drop the Table widget onto the to Main Lane.

  1. Notice the Right Side Panel (Builder, Styling) automatically opens.

Add your row dimensions.

  1. In the Builder tab under Rows, click + Add Dimension.

  1. Select Region and Sales Manager.

  1. Click outside the Dimension Dropdown to close it.

Add your column dimensions.

  1. Under Columns, click + Add Dimension.

  1. Select Order Date.

Note

The hierarchy icon indicates there is a hierarchy available for Order Date.

  1. Click outside the Dimension Dropdown to close it.

View the hierarchies available for Order Date.

  1. Click on the More (…) icon for Order Date, then select Hierarchy.

  1. You can see all available hierarchies in the Hierarchy dropdown. However don’t make any changes, keep the Year, Quarter, Month, Day hierarchy selected and click Cancel.

You now have a table that shows Sales Region split by Sales Manager over time.

  1. Deselect the Right Side Panel (Builder, Styling) from the View menu in the Top Toolbar, to close the panel.

  1. Expand the (all) node of the Order Date hierarchy to view the Order Date years.

  1. Resize the table widget, to make it easier to compare 2022 and 2023 data.

You can see the Order Date years in the expanded table.

Now let’s hide the (all) node, as you are not interested to see Gross Margin summed for all years.

  1. Right-click on the (all) node, and select Hide column.

  1. [Optional] Expand Order Date to view the next hierarchy levels, Year, Quarter, Month, Day.

Add Calculation Column

Next, you want to add a year over year comparison column to the table.

  1. Click 2022 and drag to 2023. This should select both the 2022 and 2023 headers.

  1. Right-click and select Add client calculation > Subtract > Repeating

A new Subtract column was added, subtracting 2023 from 2022.

Open the Formula Bar to change the formula. You want to subtract 2022 from 2023 instead.

  1. Select the Subtract column, then click on More (…) under Tools in the main toolbar, and select Formula Bar.

  1. Adjust the formula to =D2-C2, and then press enter.

  1. Double-click on the Subtract column header and rename it to Delta.

  1. Double click on the column header Subtract and rename cell to Delta.

  2. Save your story.

  1. Quality Check: Does your Table look like this?

[Optional] Change Table Template

Change the table styling template to alternate the background color of the rows between gray and white.

  1. Open the Right Side Panel from the View menu in the Top Toolbar.

  1. Select the Table.

  2. In the Styling tab under Table Properties, select the Alternating Rows Template.

  1. Click OK to close the warning.

  2. Quality Check: Does your Table look like this?

  1. Set the Template back to Default.

Note

In a later unit

Summary

Well Done! You have added a Table, explored the Sales Order hierarchy, and added a year over year comparison column.

Learning
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