Navigating Stories in SAP Analytics Cloud

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Use basic SAP Analytics Cloud stories features

SAP Analytics Cloud Sample Story

An SAP Analytics Cloud story is the primary data reporting and analysis medium. It is often referred to as a report or a dashboard because it can consist of detailed tables, highly visual charts, interactive elements, or a combination of these options. When a story is launched (opened), it automatically opens in View mode. Within this mode you can still access the additional functions or interactive elements of the story.

View/Edit Mode

All SAP Analytics Cloud stories have two working modes:

  • View: When you open a story, you default to View mode. In this mode, you have very limited functionality and cannot change the story other than with any interactive elements designed in the story. It is similar to read-only in other applications.
  • Edit: In Edit mode, however, you have full control over the design of the story. You can add elements to the story, including new pages. You can rearrange elements in the story. You can change or add interactivity to the story. And more!
Note
We will cover story editing options in more detail later in this course.

Bookmarking

You can create bookmarks to save different states of a story. When viewing a story, you may want to come back to the same view of the data every time, or you may want to set up different states or scenarios. For example, you have several pages in your story that have filters or prompts applied to them. You do not want to spend time resetting all of them each time you want to see a different scenario. You would like to open the story, see one scenario, and then quickly switch to another scenario.

Bookmarks can be either private or global. You can always save a private bookmark, but you need appropriate authorization to save a global bookmark.

Note
  • A bookmark only includes filters and prompts.

  • Bookmarks can be shared.

Watch this video to learn how to use bookmarks.

Note
When you create a bookmark, you can choose Customize Link in order to provide a meaningful label at the end of the URL.

Export a Story to PDF

In either View or Edit mode of a story, you can export the entire story to either a .pdf, .pptx, or Google Slides file type from the File menu. Note that from the File menu, there is no option to export to .csv, .xls, or .xlsx file types. The export process is strictly a presentation format.

There are options for exporting the story's data in other areas of the story elements. We will note some of these options in the next concept.

Use Basic SAP Analytics Cloud Story Navigation

Task 1: Add a bookmark

Business example

You are working with stories in SAP Analytics Cloud and you want to be able to quickly access your story from your home page as well as bookmark specific story views and set them as the default view for a story.

Task flow

In this practice exercise, you will perform the following tasks:

  • Pin a story to your Home page
  • Add bookmark of a story state and make it the default view for the story
  • View a story bookmark

Task 2: Export to Excel and PDF

Business example

You are new to SAP Analytics Cloud and you need to learn how to use the export functionality.

Task flow

In this practice exercise, you will perform the following tasks:

  • Export data from a data table to Excel
  • Export a story to a PDF document.

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