First Steps 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 features

Introduction to the SAP Analytics Cloud User Interface

Home Screen

Netweaver is the identity provider being used to access the SAC Tenant for training.

The SAC Home screen has four tabs.

The Catalog, Favorites, and Shared With Me tabs can be disabled by an admin user or a user granted the required permissions.

You can choose which one of the tabs is displayed by default as follows:

  1. From the Navigation Bar, choose ProfileHome Screen Settings to display the Edit Home Screen dialog.
  2. In the Default Tab list, select the tab you wish to display.

The Home screen is personalized for each user.

Note

Users must have the corresponding license and rights assigned to them within the system to access specific tasks. All users and their personal information are pre-configured by the system owner or the administrators of your Platform-as-a-Service (Paas).

In addition, the Home screen can be customized for each user.

Your Home screen is private, and you cannot share it with other users or add it to discussions. This privacy also applies to the notes and tiles you pin there.

By default, the Home screen is where you can access your recent stories and visualizations as tiles. You can also add useful reminders such as personal notes.

To start with you can:

  • Explore a sample story
  • Create an account
  • Create your first story
  • Learn more in the help center

The Home screen provides you options to perform the above tasks.

You can also display tiles for Featured Files and Recent Files. The Recent Files tile lists the most recent files you have viewed. You can use the tile filter to view specific file types (including stories, presentations, and analytic applications).

Edit the Home Screen

You can edit the Home screen by doing the following:

  • Adding or removing tiles from the Home screen

  • Featuring files on the Home screen

  • Changing the Home screen background and logo

Profile Settings

You can access your user profile and edit user preferences from the Profile Settings dialog.

Go to ProfileProfile Settings to display the Profile Screen dialog.

User Profile

User profiles are used in many parts of the application to identify the logged-on user. When you select a user in any dialog, the picture from the user profile displays in addition to the display name and ID. You can also display the full user profile to get information about the user in the following areas:

  • In the Collaboration panel, the name and picture of every participant of a discussion displays. If you hover the cursor over the picture, you can display the full profile and start a one-to-one discussion with that user.
  • In the Event area, the picture of the user who is assigned to an event or a task is displayed in the details of the event and task, for example, the profile of the user that needs to review a task displays.
  • In the Users area of user management, you can display the full profile by clicking on the user's ID.

Choose your profile photo and open the Profile Settings dialog to view and edit details.

Note

If you use SAP Cloud Identity (ID), your profile information will be pulled from your SAP Cloud ID profile. To edit your SAP Cloud ID profile, go to Profile SettingsEdit Profile & Change Password.

Profile Picture

By default, a photo placeholder is displayed. To upload your own picture from your computer, choose Upload Profile Picture or select the placeholder from the Profile Settings dialog.

Password

If you are using authentication via an SAML Identity Provider (IdP), or connecting with the Identity Authentication service (IAS), choose Edit Profile > Change Password in your user profile. The Password section appears as an option in your user profile. Choose Change Password to redirect you to the password change page.

User Preferences

Choose a default language for displaying stories created from live data connections.

Note

If the Data Access Language is set to Default, the value used in the Language setting will be used when displaying stories created from live data connections.

The Data Access Language setting is used by default unless an administrator selects a different language when the live data connection is created

When you send a model for translation, the Data Access Language becomes the source language of the model.

Formatting options are as follows:

  • Date Formatting: Choose a date format from the list.
  • Time Formatting: Choose a time format from the list.
  • Number Formatting: Choose a number format from the list.
  • Scale Formatting: Choose to format the number scale as short (k, m, bn) or long.
  • Currency Position: Choose where to display the currency symbol (or ISO code) and scale formatting.
  • Clean Up Notifications: Choose a date after which you want the system to delete notifications. Otherwise, the system keeps the most recent 500 notifications.
  • Default Application: Sets the landing page displayed when you access the SAP Analytics Cloud URL.
    Note
    This setting will appear only when the user has an SAP Analytics Hub license. However, Analytics Hub is being discontinued, so this setting will eventually be unavailable.
  • Email Notification: Enable this feature to receive information via email about system activities, for example when a new password is set.

Watch this video to learn about the basics of SAP Analytics Cloud interface. The video shows the basic system functions that can be accessed from the Home screen.

File Options

The File ribbon provides multiple file options in the My Files page.

Note

Some options may not be available unless you select the object.

SAP Analytics Cloud Catalog

Introducing an SAP Analytics Cloud Story

When the different reporting tools are launched, they automatically open reports in view mode. Within this mode you can still access the additional functions or interactive elements of the report.

SAP Analytics Cloud Help

SAP Analytics Cloud has a very robust Help feature that gives you access to many on-line resources.

Click Try Me to perform the steps to access the browser requirements from SAP Analytics Cloud Help.

Search to Insight

Search to Insight

The figure Search to Insight shows how to gain insights on-the-fly with conversational artificial intelligence. It is available when using live as well as import connections. One way to access Search to Insight is by typing keywords or phrases into the Search box below Hello, <User>! on the Home screen.

The key features of Search to Insight are as follows:

Explore the SAP Analytics Cloud User Interface

Business Example

Business Scenario: You are new to SAC and so you need to learn how to use the Home page and perform a few navigation tasks.

Task Flow

In this exercise, you will perform the following tasks:

  • Navigate the SAP Analytics Cloud user interface
  • Explore a sample story
  • Use the Search to Insight feature

Basic Features in SAP Analytics Cloud

Basic features of SAP Analytics Cloud include the following:

  • Creating Discussions
  • Sharing and Publishing
  • Creating Bookmarks

Let's look at each feature in detail.

Discussions

You can use the discussion feature to easily collaborate with teams and users.

To create a discussion, select the Discussion icon. Choose one or more people you wish to collaborate with, and then start a conversation. You can message, add attachments, and even link to other stories using the plus icon at the bottom of the assistant.

Watch this video to learn about the Discussions feature.

Sharing and Publishing

Let's explore the options to share and publish an object in SAP Analytics Cloud.

It is possible to share an object with either view, edit, or full control mode.

  • View mode includes: Read, Copy, View Comment, Add Comment.
  • Edit mode includes: Update as well as the view rights.
  • Full Control includes: Delete, Delete Comment, Share, as well as the Edit rights.

There are two ways to share your story as follows:

  • Internally

    To share a story internally, select the Share Story icon and choose whom you wish to share your story with.

    Sharing a story with members of your organization who use SAP Analytics Cloud allows them to use the dynamic features such as hierarchical drill down, input controls, and linked dimensions.

  • Externally

    To share a story externally, select the Save As File option and select the file type as PDF. While this is a great way to share your story to external agents who may not have SAP Analytics Cloud, it will remove all the dynamic functionality.

Bookmarking

Bookmarking Story Views

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, input controls, 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.

Note
  • A bookmark only includes filters, input controls, and prompts.

  • Bookmarks can be shared.

You can create different explorer views and add them to your story bookmarks. You may want to create different explorer views and come back to them later. You can do that by creating the views and then save them as story bookmarks.

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.

Navigate in SAP Analytics Cloud

Business Example

You are new to SAC and so you need to learn how to navigate in the system and start to work with stories.

Task Flow

In this exercise, you will perform the following tasks:

  • Copy a story and rename it
  • Share your story
  • Start a discussion
  • Pin a widget to your Home page
  • Bookmark your story

Save progress to your learning plan by logging in or creating an account