Introducing SAP Analytics Cloud

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:

  • Navigate and 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 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 easily 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.
    Note
    For SAP BW, this feature requires the following patch:2700031 - InA: Complex Units / Unit Index.
  • 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.

SAP Analytics Cloud Interface - The Basics

In this video, we will explain the basic SAP Analytics Cloud interface.

When you first log on to SAP Analytics Cloud, you land on the Home page. The Navigation bar on the left is always visible to you and provides all the options your user has access to. Simply choose an option to navigate to or create SAC resources.

The Expand Navigation Bar icon displays the text for each icon.

Clicking the Files icon takes you to the My Files area. Anything in My Files are unique to you; you and only you have access to the objects in My Files. Any other Folders visible are considered Public folders.

You can filter the Files area to display only certain content. Notice when I choose Stories, I see only the Story objects. Choosing "Clear All" displays everything.

To open an object, simply click on it.

In this video, we have explained the basic SAP Analytics Cloud interface.

File Options

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

Note

Some options may not be selectable unless you highlight the object.

SAP Analytics Cloud Catalog

Features of SAP Analytics Cloud Catalog are as follows:

Simplified access from the Home page.

The SAP Analytics Cloud catalog provides a new Homepage tab where the usual SAP Analytics Cloud and external content such as stories, applications, digital boardrooms, and external files can be published. This makes it easy for SAP Analytics Cloud end-users to find content. The content catalog also offers enhanced metadata and filters. The content view provides more information about widgets and system content using a tile. It is an SAP Fiori style view.

Pure presentation view for content.

You should use this view if you just want to display content. It is display mode only so you cannot copy, paste, delete, or edit information from here.

Stories/Models/Applications are published to the Catalog.

Each item published to the Catalog is displayed as a card that users can open to access the underlying content. The following content types can be published and displayed in the Catalog:

  • Stories
  • Analytic Applications
  • Digital Boardroom presentations
  • Models
  • Datasets
  • Uploaded SAP Analytics Cloud files
  • Content Links

Enabled in Administration.

When someone publishes content to the Catalog, they can choose whether or not to grant Read access. If they do not grant access, users will need to request access to the content before they can open it. Those access requests will be sent to the system administrators, who will need to approve or deny those requests.

Quite often, content requested by users has dependencies, such as stories, digital boardroom presentations, analytic applications, content links, and models and datasets. When a user requests access to such content, access is automatically requested for the dependencies, in the background.

For example, if a user requests access to a story in the Catalog, access requests for that story and any underlying dependencies, such as the models, are sent to administrators, to allow the user full access to the story and its data. Users do not see the access requests for those dependencies, but you will see them in the File Requests (Security → Requests) list.

Share an object
To share an object, select the object and choose SharePublish to Catalog.Then, select the team and choose OK. Finally, choose Share.

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 accss 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

Task Flow

  • 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
  • Adding Comments
  • Sharing and Scheduling
  • 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.

Discussions

In this video, we will explain the Discussions feature.

You can collaborate with colleagues using the Discussion feature of SAP Analytics Cloud.

The collaboration icon displays Active and Archived discussions. You can also create a new discussion thread and invite other SAC users to participate, either a Team of users or individual users. At the bottom of the Discussions pane, you can type a message to the selected user or team and then press Enter to send it.

You can also attach a file to include in your discussion.

In this video, we have explained the Discussions feature.

Comments

Commenting is a great way to offer feedback on specific elements in a story. Select the element you wish to comment on, choose the comment icon, and enter your message. Comments can be addressed to specific team members by tagging them with the @ symbol. Comments can be added to different locations of the object/report, such as per widget or per story, depending on where the commenting was started.

Watch this video to learn about the comments feature.

Comments

In this video, we will explain the Comments feature.

In a story, you can collaborate with colleagues using the Comments feature.

In a story, the collaboration icon displays Active and Archived discussions but also allows you to enter comments pertaining to the open story.

Right-click on a data point to add a comment about that value. Or, use the widget's More icon to Add a comment about the entire widget.

In this video, we have explained the Comments 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 who 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.

The SAC Calendar

Use the calendar to organize your workflows with calendar events: You can create different types of tasks and assign people to work on them and others to review the work. You can use processes to manage multiple events.

The calendar provides following features to view, create, and manage your tasks:

  • Collaborate
  • Set and track status
  • Schedule tasks
  • Assign reviewers
  • Add reminders
  • View due dates

Bookmarking

Bookmarking Story Views

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.

Bookmarks

In this video, we will explain how to use Bookmarks.

In a story, you can add a bookmark to save a particular viewing state of the story for future reference. Bookmarks can be qualified as Personal--for your own use--or Global--for other SAC users to use when viewing the same story.

On this Summary page, data is displayed for the all the years 2014-2017. I want to see the summary information for 2014 only. Now I want to bookmark this state of the story.

Now I want to bookmark the 2015 data.

I will close the story and re-open it to test my bookmarks.

I can access my bookmarks and choose 2014. My story page is now filtered to only 2014 data, without my changing the Date slider.

In this video, we have explained 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

Task Flow

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

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