Enrich Intelligent Application

Objective

After completing this lesson, you will be able to as a Data Analyst, enhance the Intelligent Application.

Contents

  • Persona
  • Prerequisites
  • Copy Story
  • Customize and Enhance Copied Story
    • Visualize Data using a Scatterplot
    • Set Linked Analysis and Design Attributes

Persona

Prerequisites

  • You created an Analytic Model.
  • You are logged on to SAP Analytics Cloud.

Copy Story - Intelligent Application Access

The Intelligent Application has been shared with you (view access). This allows you to save the story with a new name and to customize it on your own.

  1. From the side navigation, select Files.

  2. Go to Intelligent Applications, inside of the SAP Analytics Cloud file repository.

  3. Navigate to the folder SAP S/4HANA.

  4. Select the Finance folder, and choose the Copy To function.

    Copy the folder including the SAP_IA_WorkingCapital story.

  1. in the ‘Copy 1 File To’ popup dialog,

    • Select your My Files folder.

    • Rename the folder name and description to:

      • Name: Finance Extension
      • Description: Finance Extension

  2. Select the Copy button.

  3. Navigate to your My Files -> Finance Extension folder.

  4. Select the copied SAP_IA_WorkingCapital story, and choose Edit Details.

  5. Rename the story name and description to:

    • Name: SAP_IA_WorkingCapital -
    • Description: Working Capital Insights -

Customize and Enhance Copied Story

  1. Open the story in the edit mode.

    • Select the Action (…) and choose Open in Story Edit Mode.

  2. In the Edit mode, select the Left Side Panel icon in the menu. The left navigation and filter panel becomes hidden, as it isn’t required when editing.

  1. Select the Liquidity & Cash tab and scroll down to the Cash Flow dashboards.

  2. Select the per Calendar Week dashboard and duplicate it.

    Select the More Action (…) icon, go to Copy and choose Duplicate.

  3. The copied dashboard is inserted below. Rename the title.

    Double click on the per Calendar Week title and rename it to Cash Flow Clustering by Company Code.

  1. Select Tools -> Add New Data -> Add New Data … in the menu.

    Alternatively, if the Tools icon is not displayed in the menu bar, More -> Tools section -> Add New Data -> Add New Data … .

  2. Select Data from an existing dataset or model.

  3. Choose Select other Model.

  4. Navigate to the folder where you saved your extended analytic model and select it.

    Choose first the SAP Datasphere source SAPSRC and then your SAP Datasphere space to see your analytic model.

  1. Select the Cash Flow Clustering by Company Code dashboard and replace the existing model by the extended one you imported in the steps above.

    • A: Activate the Right Side Panel in the menu to display it.
    • B: Select the dashboard chart element. The properties are shown in the Right Side Panel.
    • C: Choose the Builder tab in the Right Side Panel, in case the Styling tab is shown.
    • D: Select the Select Model icon.

  2. If a warning is displayed that replacing a model will clear the chart, confirm the dialog popup.

  3. Choose from the list your previously added model Actual Cash Flow Currency Role (AM_CashActualFlowCrcyRole) and select OK.

Visualize Data using a Scatterplot

  1. Assign a new chart. Select Currently Selected Chart selection field and choose Scatterplot as new chart type.

  2. Configure the scatterplot by selecting measures, dimensions and color pattern as displayed in the screenshot below:

    • X-Axis: TSNE_X
    • Y-Axis: TSNY_Y
    • Dimension: Company Code
    • Color: Country/Region Key

    In case the dashboard title is reset, rename it again to Cash Flow Clustering by Company Code.

The business analyst should be able to explore the data related to a dedicated company code by selecting one data point in the cluster.

Set Linked Analysis and Design Attributes

  1. Expand Chart Add-Ons in the Builder Panel and choose Linked Analysis.

  2. Set the Linked Analysis settings for the scatterplot and select Apply.

    • Select Only this Widget

The Data Analyst adjusts the settings of the chart.

  1. Select the More Action (…) icon of the chart, go to More Options -> Show/Hide and choose:

    • Unselect X-Axis Title
    • Unselect Y-Axis Title

The Data Analyst adjusts the size of the chart width and the data points.

  1. Choose the Styling tab of the Properties Builder.

  2. Set the Styling properties of the chart:

    • Optionally, set Width to 100% to align the chart size
    • Move the slide bar to increase the Data Marker Size to 130%

  3. Save the story.

  1. Hide the Right Side Panel.

  2. Select the View mode to change to the story preview.

  3. In the updated dashboard,

    • Go to the second page Liquidity & Cash.
    • Select one or multiple (clustered) company codes of the created chart to see the properties.

Congratulations! You have successfully visualized the clustering chart for the companies with similar attributes to support competitive analysis, benchmarking and strategic decisions like restructuring, expansions, etc.

Learning

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