SACS21

SAP Analytics Cloud: Story Design

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EXERCISES AND SOLUTIONS
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Course Version: 37
Exercise Duration: 8 Hours 5 Minutes
Material Number: 50164079
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© Copyright. All rights reserved. iii

Typographic Conventions

American English is the standard used in this handbook.

The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

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© Copyright. All rights reserved. iv

Contents

Unit 1: Getting Started with Stories

No exercises

Unit 2: Building Stories

1 Exercise 1: Build a Story from a Template

9 Exercise 2: Create a Story Based on a File

Unit 3: Configuring Story Elements

19 Exercise 3: Configure Tables

27 Exercise 4: Configure Charts
39 Exercise 5: Create a Story Using a Geo Map
52 Exercise 6: Use Conditional Formatting
61 Exercise 7: Design Text Widgets
67 Exercise 8: Data Point Comments

Unit 4: Manipulating Data in Stories

74 Exercise 9: Use Advanced, Custom, and Value Sorting

81 Exercise 10: Use Story Filters and Input Controls
89 Exercise 11: Filter with Hyperlinks and Linked Analysis
96 Exercise 12: Advanced and Cascading Filters
103 Exercise 13: Classic Design Filtering
108 Exercise 14: Link and Blend Data in Stories
116 Exercise 15: Create Measure Calculations
128 Exercise 16: Create Dimension Calculations
133 Exercise 17: Create Table Formulas

Unit 5: Applying Best Practices and Guidelines

138 Exercise 18: Create a Landing Page

Unit 6: Presenting Stories

No exercises

© Copyright. All rights reserved. v

© Copyright. All rights reserved. vi
 Unit 2
Exercise 1
Build a Story from a Template

You need a quick way to create stories. You can use templates to create stories. Templates
provide standard formatting and widget placement.

Key Tasks
In this exercise, you will perform the following tasks:
● Consume an existing responsive template for quick content creation.
● Use placeholder widgets to create visualizations quickly.

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1

Task 2: Create a story

Create a story based on financial data.

1. Create a new optimized story based on the SACS21_Template.

Result
A new story is created consisting of the XX_FI_PAGE page with existing widget
placeholders.

2. Close the Layouts panel on the lower right.

3. To ensure that users of the dashboard understand what content they are focusing on,
rename the page to Financials.

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Unit 2: Building Stories

Task 3: Configure the numeric point chart

1. Add a datasource to the numeric point chart on the top left that will help monitor the sales
revenue and gross margin. Use the P00M_Pacifica_Order_Finance model so that the
company's sales revenue and gross margin data can be accessed.

2. Add to the numeric point chart Sales Revenue and Gross Margin measures as primary
values.
Result
The numeric point chart now displays values for gross margin and sales revenue.

3. The data in the numeric point chart does not have a scale set. Set it to Auto-formatted so
that the scale updates automatically depending on the value.

4. Clean up the numeric point chart by hiding information that is not needed; hide the chart
title and all of the chart subtitle details.

5. Save the story as follows:

Field Value
Name U##S_Finance

Description U## Finance Story

Task 4: Configure the remaining placeholders

1. Configure the time series chart as follows:

Table 1:
Field Value
Measures Number of Orders
Time Order_Date_DATE

2. Configure the bar chart as follows:

Table 2:
Field Value
Measures Gross Margin
Dimension Region

3. Configure the stacked chart as follows:

Table 3:
Field Value
Measures Sales Revenue, Gross Margin
Dimension Product Category

4. Configure the scatterplot chart as follows:

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 Exercise 1: Build a Story from a Template

Table 4:
Field Value
X-Axis Measures Gross Margin
Y-Axis Measures Sales Revenue
Dimension Product
Color Dimension Product Category

Task 5: Configure the scatterplot chart

1. Save the story.

2. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 3

 Unit 2
Solution 1
Build a Story from a Template

You need a quick way to create stories. You can use templates to create stories. Templates
provide standard formatting and widget placement.

Key Tasks
In this exercise, you will perform the following tasks:
● Consume an existing responsive template for quick content creation.
● Use placeholder widgets to create visualizations quickly.

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials provided.

Task 2: Create a story

Create a story based on financial data.

1. Create a new optimized story based on the SACS21_Template.

a) In the Navigation Bar, choose Stories.

b) Choose the SACS21_Template.

c) If prompted, select Optimized Design Experience and choose Create.

Result
A new story is created consisting of the XX_FI_PAGE page with existing widget
placeholders.

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 Solution 1: Build a Story from a Template

2. Close the Layouts panel on the lower right.

3. To ensure that users of the dashboard understand what content they are focusing on,
rename the page to Financials.
a) Hover over the XX_FI_PAGE, click the drop-down, and choose Edit Title.

b) Enter Financials and press Enter.

Task 3: Configure the numeric point chart

1. Add a datasource to the numeric point chart on the top left that will help monitor the sales
revenue and gross margin. Use the P00M_Pacifica_Order_Finance model so that the
company's sales revenue and gross margin data can be accessed.
a) To configure the numeric point chart from the placeholder widget, choose +Create a
Numeric Point Chart.

b) In the Select Data or Model prompt, navigate to Public → SACS21_37 → Content.

c) Choose P00M_Pacifica_Order_Finance.

2. Add to the numeric point chart Sales Revenue and Gross Margin measures as primary
values.
a) Click on the numeric point chart on the upper left.

b) In the Builder pane on the right, under Primary Values, choose +At Least One Measure
required. NOTE: You may need to select the Builder button.

c) Select Sales Revenue and Gross Margin.

d) Click outside the Measure Selection drop-down menu.

Result
The numeric point chart now displays values for gross margin and sales revenue.

3. The data in the numeric point chart does not have a scale set. Set it to Auto-formatted so
that the scale updates automatically depending on the value.
a) On the upper right, choose the Styling icon.

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Unit 2: Building Stories

b) Scroll down to the Number Format area.

c) Expand Scale.

d) Choose Auto-formatted.

4. Clean up the numeric point chart by hiding information that is not needed; hide the chart
title and all of the chart subtitle details.

a) Select the chart and choose the More Action icon.

b) Choose More Options → Show/Hide and deselect Chart Title and turn off all the Chart
Subtitle items.

c) Click outside of the Show/Hide options.

5. Save the story as follows:

Field Value
Name U##S_Finance

Description U## Finance Story

a) Press Ctrl+S to save the story (or use the ribbon).

b) Enter the information provided.

c) Choose OK.

Task 4: Configure the remaining placeholders

1. Configure the time series chart as follows:

Table 1:
Field Value
Measures Number of Orders
Time Order_Date_DATE

a) Choose +Create a Time Series.

b) Click on the chart in order to access the settings in the Builder pane.

c) In the Builder pane, choose +At Least 1 Measure Required and select the measure
provided above.

d) In the Builder pane, choose +At Least 1 Dimension Required and select the dimension
provided above.

2. Configure the bar chart as follows:

Table 2:
Field Value
Measures Gross Margin

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 Solution 1: Build a Story from a Template

Field Value
Dimension Region

a) Choose +Create a Bar Chart.

b) Click on the chart in order to access the settings in the Builder pane.

c) In the Builder pane, choose +At Least 1 Measure Required and select the measure
provided above.

d) In the Builder pane's Dimensions area, choose +Add Dimension and select the
dimension provided above.

3. Configure the stacked chart as follows:

Table 3:
Field Value
Measures Sales Revenue, Gross Margin
Dimension Product Category

a) Choose +Create a Stacked Chart.

b) Click on the chart in order to access the settings in the Builder pane.

c) In the Builder pane, choose +At Least 1 Measure Required and select the measure
provided above.

d) In the Builder pane's Dimensions area, choose +Add Dimension and select the
dimension provided above.

4. Configure the scatterplot chart as follows:

Table 4:
Field Value
X-Axis Measures Gross Margin
Y-Axis Measures Sales Revenue
Dimension Product
Color Dimension Product Category

a) Choose +Create a Scatterplot.

b) Click on the chart in order to access the settings in the Builder pane.

c) In the Builder pane, choose +At Least 1 Measure Required and select the measures
provided above for the y and x axis.

d) In the Builder pane's Dimensions area, choose +Add Dimension and select the
dimension provided above.

e) In the Builder pane's Color area, choose +At Least 1 Dimension/Threshold and select
the dimension provided above.

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Unit 2: Building Stories

Task 5: Configure the scatterplot chart

1. Save the story.

2. Return to the Home page.

Result
You have completed this exercise.

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 Unit 2
Exercise 2
Create a Story Based on a File

You need to analyze some new sales data by creating a story. The data is contained a file so
you decide to use the create new story from file functionality in SAP Analytics Cloud.

Task flow
In this exercise, you will perform the following tasks:
● Create a story based on a file (Sales2022ActualStores##.csv)
● Evaluate the raw data in the dataset
● Create a chart in a responsive page
● Create a canvas page and format it
● Add a story filter
● Use Edit and View mode

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to task 3 if you are already logged on and have created
the course files.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1

Task 2: Access the Course Files

1. Obtain the files we will use in various exercises of this course. In the Windows Start menu,
use the Initialize SAC script to generate the SAC files. If you have already done this, go to
the next task.
Result
You now have files on the WDFLBMT70 directory/N Drive in the SAC folder, including a
SACS21 subfolder.

Task 3: Create a Story

1. Create an optimized story with a responsive page.

2. From the Tools area of the ribbon choose Add New Data.

3. Use the Sales2022ActualStores##.csv file to create the dataset for the story using smart
wrangling.
Result
The file is imported into SAP Analytics Cloud and a dataset is created for the story.

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Unit 2: Building Stories

Task 4: Evaluate the Data

1. View the data distribution for the Entity column.

Task 5: Create a Chart in a Responsive Page

1. On the upper left, choose Exit Data Preparation.

2. Add a title for the lane: Amount by Entity.

3. Add a bar/column chart to the lane that displays amount by Entity.

Result
The chart displays several horizontal bars by entity.

Task 6: Rename the Page and Save the Story

1. Rename the page as follows:

Field Page Name
Name Amount by Entity & Product

2. Save the story as follows:

Field Story Name
Name U##S_Sales

Description U## Story with Sales Values from

a File

Task 7: Revisit the Dataset for Products and Time

1. From the Data area of the toolbar, choose Add New Data.

2. Hover over Sales2022ActualStores## and choose the Edit button for the dataset.

Result
The dataset opens.

3. View the data distribution for the Product column.

Result
Now that you understand the data better, you can create more charts.

Task 8: Create a Chart for Amount by Product

1. On the upper left, choose Exit Data Preparation.

2. Add a lane to your page.

3. Add a title for the right lane called Amount by Product.

4. Add a bar/column chart to the right lane that displays amount by product.
Result
You have several horizontal bars by product.

5. Save the story.

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 Exercise 2: Create a Story Based on a File

Task 9: Create a Canvas Page and Filter it to STORE01

1. Add a new Canvas page with a chart.

Result
A new bar/column chart is added. Its datasource is the dataset
Sales2022ActualStores##.

2. Configure the chart as follows:

Field Value
Chart Type Bar/Column
Measure Choose + At least 1 Measure required and
select SIGNEDDATA
Dimensions Choose +Add Dimension and select TIME,
expanded to Level 3

Result
You see three vertical bars for quarters 1, 2, and 3.

3. Rename the page as follows:

Field Page Name
Name Amount by Quarter

4. Add a story filter for Entity and restrict it to STORE01.

Result
All pages of the story are filtered to display data only for STORE01.

5. Save the story.

Task 10: Format the Canvas Page

1. Click somewhere on the page area away from the chart.

2. On the upper right, choose Styling.

3. Format the page as follows:

Style Setting
Background color Yellow

Show Grid

Snap to Grid

Snap to Object

4. Drag the chart 1 to the right.

Result
When you drag the chart, grid lines appear.

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Unit 2: Building Stories

Task 11: Add a Canvas Page with a Table

1. Add a new Canvas page with a table.

2. Configure the table as follows:

Field Value
Rows Choose +Add Dimensions and select ENTI-
TY and P_ACCT.
Columns Measures (this will default)

3. Rename the page as follows:

Field Page Name
Name Account by Entity

4. Save the story.

5. On the upper right, switch to View mode.

Result
The page titles are no longer visible.

6. Use the page navigation icons< > to navigate the pages.

7. Use the dropdown for Display to turn on the Tab Bar (if needed).
Result
Now you can see the page titles in View mode.

8. Close the additional Chrome tab that is viewing the story.

9. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 12

 Unit 2
Solution 2
Create a Story Based on a File

You need to analyze some new sales data by creating a story. The data is contained a file so
you decide to use the create new story from file functionality in SAP Analytics Cloud.

Task flow
In this exercise, you will perform the following tasks:
● Create a story based on a file (Sales2022ActualStores##.csv)
● Evaluate the raw data in the dataset
● Create a chart in a responsive page
● Create a canvas page and format it
● Add a story filter
● Use Edit and View mode

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to task 3 if you are already logged on and have created
the course files.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAP Analytics Cloud tenant you will
use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials above.

Task 2: Access the Course Files

1. Obtain the files we will use in various exercises of this course. In the Windows Start menu,
use the Initialize SAC script to generate the SAC files. If you have already done this, go to
the next task.
a) On the training remote desktop, choose the Windows icon in the lower left corner and
then select Initialize Course → Initialize SAC..

b) When prompted, choose Yes.

Result
You now have files on the WDFLBMT70 directory/N Drive in the SAC folder, including a
SACS21 subfolder.

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Unit 2: Building Stories

Task 3: Create a Story

1. Create an optimized story with a responsive page.

a) From the Navigation Bar choose Stories.

b) Choose the Responsive page type.

c) In the Select Design Mode Type dialog, choose Optimized Design Experience and
choose Create.

2. From the Tools area of the ribbon choose Add New Data.

3. Use the Sales2022ActualStores##.csv file to create the dataset for the story using smart
wrangling.

a) In the Let's add some data dialog, choose the File option.

b) Choose Select Source File → WDFLMBT7086 → Application

N → SAC → SACS21 → Sales2022ActualStores##.csv → Open.

c) Choose Import.

d) If prompted to view statistics regarding the sampled data, choose Got it!

e) If the Smart Wrangling dialog appears, choose OK.

Result
The file is imported into SAP Analytics Cloud and a dataset is created for the story.

Task 4: Evaluate the Data

1. View the data distribution for the Entity column.

a) Select the Entity column.

b) In the Dataset Overview pane on the right, choose Navigate to Details.

c) Scroll down if needed.

d) Select the Data Distribution tab if needed.

Task 5: Create a Chart in a Responsive Page

1. On the upper left, choose Exit Data Preparation.

2. Add a title for the lane: Amount by Entity.

a) From the Insert area of the ribbon, choose + Add → Header.

b) Select Click to enter title ... in the lane and type Amount by Entity.

3. Add a bar/column chart to the lane that displays amount by Entity.

a) From the Insert area of the ribbon, choose the chart icon.

b) Highlight the new chart.

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 Solution 2: Create a Story Based on a File

c) In the Builder pane on the right, choose + At least 1 Measure required and select
SIGNEDDATA.

d) Click outside of the drop down.

e) Under Dimensions, choose +Add Dimension and select ENTITY.

f) Click outside of the drop down.

g) Enlarge the chart widget.

Result
The chart displays several horizontal bars by entity.

Task 6: Rename the Page and Save the Story

1. Rename the page as follows:

Field Page Name
Name Amount by Entity & Product

a) On the upper left, hover over Page 1 and click the dropdown. Choose Edit Title.

b) Enter the provided name and press Enter.

2. Save the story as follows:

Field Story Name
Name U##S_Sales

Description U## Story with Sales Values from

a File

a) Choose Save (or press Ctrl+S).

b) Enter the provided data and choose OK.

Task 7: Revisit the Dataset for Products and Time

1. From the Data area of the toolbar, choose Add New Data.

2. Hover over Sales2022ActualStores## and choose the Edit button for the dataset.

Result
The dataset opens.

3. View the data distribution for the Product column.

a) Select the Product column.

b) In the Dataset Overview pane on the right, choose Navigate to Details.

c) Scroll down if needed.

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Unit 2: Building Stories

d) Select the Data Distribution tab if needed.

Result
Now that you understand the data better, you can create more charts.

Task 8: Create a Chart for Amount by Product

1. On the upper left, choose Exit Data Preparation.

2. Add a lane to your page.

a) Select the existing lane.

b) From the lane's More Actions choose + Add Lane → Add Lane to the Right.

3. Add a title for the right lane called Amount by Product.

a) Make sure the right lane is selected and from the Insert area of the ribbon, choose +
Add → Header.

b) Select Click to enter title ... in the lane and type Amount by Product.

4. Add a bar/column chart to the right lane that displays amount by product.
a) Click in the right lane if needed.

b) From the Insert area of the ribbon, choose the chart icon.

c) In the Builder pane on the right, choose + At least 1 Measure required and select
SIGNEDDATA then click outside of the dropdown.

d) Under Dimensions, choose +Add Dimension and select PRODUCT.

e) Click outside of the dropdown.

f) From the Menu, choose the Right Side Panel button to close the Builder pane.

g) Enlarge the chart widget.

Result
You have several horizontal bars by product.

5. Save the story.

Task 9: Create a Canvas Page and Filter it to STORE01

1. Add a new Canvas page with a chart.

a) To the right of the first page, hover and choose +Add a new page → Add Canvas Page.

b) From the Insert area of the ribbon, choose the chart icon.

Result
A new bar/column chart is added. Its datasource is the dataset
Sales2022ActualStores##.

2. Configure the chart as follows:

Field Value
Chart Type Bar/Column

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 Solution 2: Create a Story Based on a File

Field Value
Measure Choose + At least 1 Measure required and
select SIGNEDDATA
Dimensions Choose +Add Dimension and select TIME,
expanded to Level 3

a) Select the chart type, measure, and dimension as provided.

b) Expand Timeto show the third level of the hierarchy by hovering over the Time
dimension and selecting the Hierarchy icon for the dimension. Choose Level 3.

Result
You see three vertical bars for quarters 1, 2, and 3.

3. Rename the page as follows:

Field Page Name
Name Amount by Quarter

a) Click the dropdown for Page 2 and choose Edit Title.

b) Enter the provided name and press Enter.

4. Add a story filter for Entity and restrict it to STORE01.

a) Select Story Filter/Prompt from the ribbon (or use the ...More menu).

Result
The Left Side Panel opens to the Filters tab.

b) in the Filters tab, choose Add New Filter .

c) Choose Dimensions → ENTITY. Select STORE01 and choose OK.

Result
All pages of the story are filtered to display data only for STORE01.

5. Save the story.

Task 10: Format the Canvas Page

1. Click somewhere on the page area away from the chart.

2. On the upper right, choose Styling.

3. Format the page as follows:

Style Setting
Background color Yellow

Show Grid

Snap to Grid

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Unit 2: Building Stories

Style Setting

Snap to Object

4. Drag the chart 1 to the right.

Result
When you drag the chart, grid lines appear.

Task 11: Add a Canvas Page with a Table

1. Add a new Canvas page with a table.

a) To the right of the second page title, choose +Add New Page → Add Canvas Page.

b) From the Insert area of the ribbon, choose the table icon.

2. Configure the table as follows:

Field Value
Rows Choose +Add Dimensions and select ENTI-
TY and P_ACCT.
Columns Measures (this will default)

a) In the Builder pane on the right, select +Add Dimensions in the Rows area.

b) Select Entity and P_Acct.

3. Rename the page as follows:

Field Page Name
Name Account by Entity

a) Click the dropdown for Page 3 and choose Edit Title.

b) Enter the provided name and press Enter.

4. Save the story.

5. On the upper right, switch to View mode.

Result
The page titles are no longer visible.

6. Use the page navigation icons< > to navigate the pages.

7. Use the dropdown for Display to turn on the Tab Bar (if needed).
Result
Now you can see the page titles in View mode.

8. Close the additional Chrome tab that is viewing the story.

9. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 18

 Unit 3
Exercise 3
Configure Tables

You need tables in your stories to analyze the data. To get started you need to know how to
use the most important table features.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Freeze rows and columns
● Use auto sizing
● Use dimension properties
● Use In-Cell charts
● Total data when there isn't a hierarchy
● Work with the delivered templates
● Create your own styles

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy a story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Tables and copy the story as follows:

Field Value
Name U##S_Tables

Description U## Tables

3. Go to the My Files folder and open the U##S_Tables story.

Task 3: Freeze rows and columns

The Op Income table is very long, so you need to freeze the column headers.

1. Switch to Edit mode.

2. Navigate to the Op Income page.

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Unit 3: Configuring Story Elements

3. Freeze the dimension header rows.

4. Scroll down in the table.

Result
The column headers are frozen.

Task 4: Use the Auto-Size feature

The users need to scroll through the table via up and down arrows in view mode.

1. Enable Auto-size And Page Table Vertically.

2. Save the story.

3. Test the auto-size feature in View mode.

4. Scroll to the top of the table.

5. Close the extra Google Chrome tab.

Task 5: Use dimension properties

Dimension properties can be displayed next their dimension members, or dimension
properties can be used in the axis by themselves.

1. Display the Entity's Currency property.

Result
Most entities have USD as a currency while some are EUR and CNY.

2. Add only the Currency property (without the Entity) to the table as follows:

3. Save the story.

Task 6: Work with in-cell charts

In-cell charts are useful to visualize the relative amounts in tables.

1. Navigate to the Finance page.

2. Turn on in-cell charts for the Discount measure.

Result
Each product value now has a bar chart in each cell.

3. Turn off in-cell charts for the Discount measure by right-clicking and de-selecting In-Cell
Chart.

Task 7: Turn on totals

1. Turn on totals for Product.

Result
Now there is a total for Product at the top of the column. This setting is useful when you do
not have a dimensional hierarchy.

Task 8: Use Table Templates

Delivered table templates can be used to change the format of tables.

1. Switch the table to the Alternating Rows template.

Result
Now the table rows are striped white and gray.

2. Save the story.

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 Exercise 3: Configure Tables

Task 9: Work with table styles and styling rules

You want to shade every row for USD a different color.

1. Navigate to the Op Income page.

2. Expand the Product hierarchy to Level 4.

3. Create a new style called U##Style for USD.

4. Create a new styling rule called U##StylingRule for Actual and Forecast data.

Table 5:
Dimension Data Header Member Level

Currency 1 Self

Product 1 Self & Descend-

ants

Version 2 Self

Style:
Preview U##Style

Result
Every row for USD in the All Products node is red as well as the Actual and Forecast
column headers.

5. Save the story.

6. Return to the Home page.

Result
You have competed this exercise.

© Copyright. All rights reserved. 21

 Unit 3
Solution 3
Configure Tables

You need tables in your stories to analyze the data. To get started you need to know how to
use the most important table features.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Freeze rows and columns
● Use auto sizing
● Use dimension properties
● Use In-Cell charts
● Total data when there isn't a hierarchy
● Work with the delivered templates
● Create your own styles

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the provided credentials.

Task 2: Copy a story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Tables and copy the story as follows:

Field Value
Name U##S_Tables

Description U## Tables

© Copyright. All rights reserved. 22

 Solution 3: Configure Tables

a) Select P00S_Tables.

b) Choose Copy.

c) Choose My Files from the breadcrumb trail in the upper left corner of the dialog box
and enter the information as shown in the preceding table.

d) Press Enter or choose OK.

3. Go to the My Files folder and open the U##S_Tables story.

Task 3: Freeze rows and columns

The Op Income table is very long, so you need to freeze the column headers.

1. Switch to Edit mode.

a) In the upper right choose Edit.

2. Navigate to the Op Income page.

3. Freeze the dimension header rows.

a) Click on the table.

b) Choose More Actions → Freeze → Dimension Header Rows.

4. Scroll down in the table.

Result
The column headers are frozen.

Task 4: Use the Auto-Size feature

The users need to scroll through the table via up and down arrows in view mode.

1. Enable Auto-size And Page Table Vertically.

a) Select the table and from the View area of the ribbon, choose the Right Side Panel icon.
The Builder pane is now available.

b) With the table still selected, scroll down in the Builder pane.

c) Select Auto-size And Page Table Vertically.

2. Save the story.

3. Test the auto-size feature in View mode.

a) Switch to View mode on the upper right.

b) Navigate to the Op Income page.

c) Hover near the bottom of the page.

d) Use the down arrows to scroll through the table.

4. Scroll to the top of the table.

5. Close the extra Google Chrome tab.

Task 5: Use dimension properties

Dimension properties can be displayed next their dimension members, or dimension
properties can be used in the axis by themselves.

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Unit 3: Configuring Story Elements

1. Display the Entity's Currency property.

a) In the Builder pane hover on Entity in the Rows, choose . . .More → Properties. Select
Currency.

b) In the table, right-click on Product and choose Drill → Level 1.

Result
Most entities have USD as a currency while some are EUR and CNY.

2. Add only the Currency property (without the Entity) to the table as follows:
a) Remove Entity from the Rows.

b) In the Rows, choose + Add Dimensions. Expand Entity and select Currency.

3. Save the story.

Task 6: Work with in-cell charts

In-cell charts are useful to visualize the relative amounts in tables.

1. Navigate to the Finance page.

2. Turn on in-cell charts for the Discount measure.

a) In the table, right-click on Discounts.

b) Select In-Cell Chart.

Result
Each product value now has a bar chart in each cell.

3. Turn off in-cell charts for the Discount measure by right-clicking and de-selecting In-Cell
Chart.

Task 7: Turn on totals

1. Turn on totals for Product.

a) In the Builder, hover on Product in rows.

b) Choose . . . More → Show Totals.

Result
Now there is a total for Product at the top of the column. This setting is useful when you do
not have a dimensional hierarchy.

Task 8: Use Table Templates

Delivered table templates can be used to change the format of tables.

1. Switch the table to the Alternating Rows template.

a) Go to the Styling pane.

b) Under Table Properties → Template, select Alternating Rows.

c) Choose OK.

Result
Now the table rows are striped white and gray.

2. Save the story.

© Copyright. All rights reserved. 24

 Solution 3: Configure Tables

Task 9: Work with table styles and styling rules

You want to shade every row for USD a different color.

1. Navigate to the Op Income page.

2. Expand the Product hierarchy to Level 4.

a) In the table, right click on Product → Drill → Level 4.

3. Create a new style called U##Style for USD.

a) Click on any cell with USD in it.

b) In the Designer pane, go to Styling.

c) Next to Style, choose + Add Style.

d) Change the name to U##USD_Style.

e) Select a red Font Color.

f) Choose Apply.

4. Create a new styling rule called U##StylingRule for Actual and Forecast data.

Table 5:
Dimension Data Header Member Level

Currency 1 Self

Product 1 Self & Descend-

ants

Version 2 Self

Style:
Preview U##Style

a) Select the numbers for Actual and Forecast for the All Product USD row.

b) Select U##Style.

c) Next to Styling Rules, choose + Add Styling Rule.

d) Change the name to U##USD_StylingRule.

e) Configure the rule as shown in the table above.

f) Choose OK.

Result
Every row for USD in the All Products node is red as well as the Actual and Forecast
column headers.

© Copyright. All rights reserved. 25

Unit 3: Configuring Story Elements

5. Save the story.

6. Return to the Home page.

Result
You have competed this exercise.

© Copyright. All rights reserved. 26

 Unit 3
Exercise 4
Configure Charts

Business Scenario: Your organization is implementing SAC and you will be creating
visualizations to meet a variety of business requirements therefore you need learn how to
configure charts and work with chart features that the users will find helpful.

Task Flow
In this exercise, you will perform the following tasks:
● Add a reference line
● Add a variance
● Add a trellis
● Add a tool tip
● Use chart scaling
● Format pages
● Format charts and data labels

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy a Story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Sales and copy the story as follows:

Field Value
Name U##S_Charts

Description U## Charts Story

3. Navigate to the My Files folder and open the U##S_Charts story.

Task 3: Add a New Chart

1. On the upper right, switch to Edit mode.

2. Add a new Canvas page with a chart.

© Copyright. All rights reserved. 27

Unit 3: Configuring Story Elements

Result
A new bar/column chart is added.

3. Configure the chart as follows and expand Time to Level 4:

Setting Selection
Chart Type Line
Left Y-Axis Signed Data
Right Y-Axis
Dimensions Time

4. Enlarge the chart.

5. Rename the page as follows:

Field Page Name
Name Chart Components

6. Save the story.

Task 4: Format the Chart

1. Format the line chart as follows:

Style Setting
Background Color Light gray
Border All borders
Number Format Left Y-Axis Scale → Million
Decimal Places 1
Data Label Background Color White

Task 5: Use the Reference Line on the Chart

1. Return to the Builder pane for the line chart.

2. Add a reference line as follows:

Parameter Setting
Type Dynamic

Axis Left Y-Axis

Measure SignedData

Aggregation Average
Label Average

Above Green

© Copyright. All rights reserved. 28

 Exercise 4: Configure Charts

Parameter Setting
Below Red (or similar color)

Result
The area above the average line is green and below it is red.

3. Change the Aggregation to Max. Be sure to choose Done when finished.

4. Rename the chart to Trend Chart.

Note:
There is an image at the end of this exercise. Use it to compare with your
results.

Task 6: Use Recommended Variances

1. Insert a new chart under the Trend Chart. Snap the charts together and make them the
same width.

2. Configure the chart as follows:

Parameter Setting
Chart Type Bar/Column
Chart Orientation Vertical

Measures SignedData
Dimensions Time

3. Format the chart background to light gray to match the line chart.

4. Rename the chart as follows:

Field Value
Chart Title Variances

Task 7: Use the Variance Chart Component

1. Switch from the Styling pane to the Builder pane. With the chart still selected, scroll
down in the Builder pane on the right to the Chart Add-Ons area and expand it.

2. Add a Variance chart component as follows:

Parameter Setting
Compare (A):
Measure SignedData

Choose +Add Version/Time → Time Current Time Interval

To (B):

© Copyright. All rights reserved. 29

Unit 3: Configuring Story Elements

Parameter Setting
Measure SignedData

Time Previous Time Interval

Result
Above the initial set of bars is a new set of variance bars. Where the period is higher than
the previous period, the variance bars are green (red/lower).

3. Save the story.

Task 8: Add a Trellis to a Chart

1. Duplicate the variance chart.

Result
The new chart should snap into place somewhere on the page.

2. Rename the chart as follows:

Field Value
Chart Title Trellis

3. Delete the variance.

4. Add a Trellis chart component.

Result
You now have a column chart for every entity.

5. Hover over one of the bars to see the tool tip.

Result
A dialog appears with values for:

● SignedData

● Time

● Entity

Task 9: Add Another Tool Tip to the Trellis Chart

1. Add a tool tip chart component as follows:

Component Setting
Tooltip Dimensions RptCurrency

Result
When you hover over a bar in the Trellis chart, the context now displays the currency
value. A dialog appears with values for:

● SignedData

● Time

© Copyright. All rights reserved. 30

 Exercise 4: Configure Charts

● Entity

● RptCurrency

2. Save the story from the ribbon or use Ctrl+S..

Task 10: Use Chart Scaling

1. Navigate to the Amount per Entity and Product page.

2. Enlarge the chart.

3. You want to change the width of the bars for both charts at the same time and also ensure
that the length of the bars on both charts accurately reflect the SIGNEDDATA values, so
you modify the Chart Scaling.
Field Value
Measure SIGNEDDATA

Fix bar width 25 (pixels)

Result
Both charts have the same bar widths. And, the lengths visually reflect the actual values
relative to Entity and Product.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 31

 Unit 3
Solution 4
Configure Charts

Business Scenario: Your organization is implementing SAC and you will be creating
visualizations to meet a variety of business requirements therefore you need learn how to
configure charts and work with chart features that the users will find helpful.

Task Flow
In this exercise, you will perform the following tasks:
● Add a reference line
● Add a variance
● Add a trellis
● Add a tool tip
● Use chart scaling
● Format pages
● Format charts and data labels

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials above.

Task 2: Copy a Story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Sales and copy the story as follows:

Field Value
Name U##S_Charts

Description U## Charts Story

a) Select P00S_Sales.

© Copyright. All rights reserved. 32

 Solution 4: Configure Charts

b) Choose Copy.

c) Choose My Files from the breadcrumb trail in the upper left corner of the dialog box
and enter the information as shown in the preceding table.

d) Press Enter or choose OK.

3. Navigate to the My Files folder and open the U##S_Charts story.

Task 3: Add a New Chart

1. On the upper right, switch to Edit mode.

2. Add a new Canvas page with a chart.

a) Hover page titles area and choose + → Add Canvas Page.

b) From the Insert area of the ribbon, choose the chart icon.

Result
A new bar/column chart is added.

3. Configure the chart as follows and expand Time to Level 4:

Setting Selection
Chart Type Line
Left Y-Axis Signed Data
Right Y-Axis
Dimensions Time

a) Select the chart type, and in the Builder pane, configure it as in the table.

b) To show the periods, hover over Time in the Builder pane and choose
Hierarchy → Level 4.

4. Enlarge the chart.

5. Rename the page as follows:

Field Page Name
Name Chart Components

a) Hover over Page 4 and click the dropdown. Choose Edit Title.

b) Enter the provided name and press Enter.

6. Save the story.

Task 4: Format the Chart

1. Format the line chart as follows:

Style Setting
Background Color Light gray

© Copyright. All rights reserved. 33

Unit 3: Configuring Story Elements

Style Setting
Border All borders
Number Format Left Y-Axis Scale → Million
Decimal Places 1
Data Label Background Color White

a) Select the chart widget. In the Styling pane, configure the background color and border
as provided in the table above.

Task 5: Use the Reference Line on the Chart

1. Return to the Builder pane for the line chart.

2. Add a reference line as follows:

Parameter Setting
Type Dynamic

Axis Left Y-Axis

Measure SignedData

Aggregation Average
Label Average

Above Green

Below Red (or similar color)

a) In the Builder pane on the right, scroll down and expand Chart Add-Ons.

b) Choose Reference Line.

c) In the Create Reference Line pane, configure as provided in the table above.

d) Choose Done.

Result
The area above the average line is green and below it is red.

3. Change the Aggregation to Max. Be sure to choose Done when finished.

a) Scroll down in the Builder pane if needed.

b) Hover on the reference line Dynamic (SIGNEDDATA) and select the icon.

c) Change the aggregation and label to Max.

d) On the lower right, choose Done.

4. Rename the chart to Trend Chart.

© Copyright. All rights reserved. 34

 Solution 4: Configure Charts

Note:
There is an image at the end of this exercise. Use it to compare with your
results.

a) Click (or double click) the SIGNEDDATA per TIME chart title.

b) Change it to Trend Chart.

Task 6: Use Recommended Variances

1. Insert a new chart under the Trend Chart. Snap the charts together and make them the
same width.

2. Configure the chart as follows:

Parameter Setting
Chart Type Bar/Column
Chart Orientation Vertical

Measures SignedData
Dimensions Time

a) In the Builder pane configure the chart as in the table.

b) To show the periods, hover over Time in the Builder pane and choose
Hierarchy → Level 4.

3. Format the chart background to light gray to match the line chart.

4. Rename the chart as follows:

Field Value
Chart Title Variances

a) Click (or double-click) the SIGNEDDATA per TIME chart title.

b) Change the title as provided above.

Task 7: Use the Variance Chart Component

1. Switch from the Styling pane to the Builder pane. With the chart still selected, scroll
down in the Builder pane on the right to the Chart Add-Ons area and expand it.

2. Add a Variance chart component as follows:

Parameter Setting
Compare (A):
Measure SignedData

Choose +Add Version/Time → Time Current Time Interval

To (B):

© Copyright. All rights reserved. 35

Unit 3: Configuring Story Elements

Parameter Setting
Measure SignedData

Time Previous Time Interval

a) Choose Variance.

b) Configure as provided in the table above.

c) Choose Done.

Result
Above the initial set of bars is a new set of variance bars. Where the period is higher than
the previous period, the variance bars are green (red/lower).

3. Save the story.

Task 8: Add a Trellis to a Chart

1. Duplicate the variance chart.

a) Select the variance chart.

b) Go to More Actions → Copy → Duplicate.

Result
The new chart should snap into place somewhere on the page.

2. Rename the chart as follows:

Field Value
Chart Title Trellis

a) Double-click the Variance chart title.

b) Change the title as provided above.

3. Delete the variance.

a) In the Builder pane on the right, scroll down to Variance.

b) Delete the variance.

4. Add a Trellis chart component.

a) In the Builder pane on the right, scroll down and expand Chart Add-Ons.

b) Choose Trellis.

c) Under Trellis choose +Add Dimension and select Entity.

d) Enlarge the chart so you can see a few entities. Use the full screen option (in More
Actions) if needed.

Result
You now have a column chart for every entity.

5. Hover over one of the bars to see the tool tip.

© Copyright. All rights reserved. 36

 Solution 4: Configure Charts

Result
A dialog appears with values for:

● SignedData

● Time

● Entity

Task 9: Add Another Tool Tip to the Trellis Chart

1. Add a tool tip chart component as follows:

Component Setting
Tooltip Dimensions RptCurrency

a) In the Builder pane on the right, scroll down and expand Chart Add-Ons.

b) Choose Tooltip → Dimension.

c) Under Tooltip Dimensions, choose +Add Dimension → Select RptCurrency.

Result
When you hover over a bar in the Trellis chart, the context now displays the currency
value. A dialog appears with values for:

● SignedData

● Time

● Entity

● RptCurrency

2. Save the story from the ribbon or use Ctrl+S..

Task 10: Use Chart Scaling

1. Navigate to the Amount per Entity and Product page.

2. Enlarge the chart.

3. You want to change the width of the bars for both charts at the same time and also ensure
that the length of the bars on both charts accurately reflect the SIGNEDDATA values, so
you modify the Chart Scaling.
Field Value
Measure SIGNEDDATA

Fix bar width 25 (pixels)

a) From the Tools area of the ribbon, choose Chart Scaling or from the ...More option

in that area).

b) Choose +Add Scaling.

© Copyright. All rights reserved. 37

Unit 3: Configuring Story Elements

c) Select SignedData and click outside of the drop down.

d) Hover on SignedData and choose the pencil icon. Choose Fix Bar Width.

e) Enter the width provided above and choose Done.

Result
Both charts have the same bar widths. And, the lengths visually reflect the actual values
relative to Entity and Product.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 38

 Unit 3
Exercise 5
Create a Story Using a Geo Map

You need to know how to create geographical visualizations with location data.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Use the polygon filter
● Use the zoom to data feature
● Adjust the scaling factors
● Use the drill down feature
● Use basemap formatting templates
● Use mapping layer types

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy an Existing Story

1. Locate the P00S_Financial_Story story in the Content folder.

2. Copy the P00S_Financial_Story as follows:

Field Value
Name U##S_GeoMap

Description U## Geo Mapping Story

Task 3: Map Basic and Custom Shapes, Outliers, and Geo Color by Dimension
You want to see how the company has been performing in multiple regions. Specifically, you
want to see whether the shipping time to your customers is good or not.

1. Open your U##S_GeoMap story in Edit mode. Do not turn on optimized view mode.

2. Add a new canvas page with a Geo Map.

3. Change the basemap to the transparent dark gray image.

4. Add a layer to the geo map using the P00M_Pacifica_Shipping_Info model as follows:

© Copyright. All rights reserved. 39

Unit 3: Configuring Story Elements

Field Value
Data Source P00M_Pacifica_Shipping_Info

Location Dimension Store_Location

Figure 1: Geo Map - Store Locations

Result
You can see the various customer locations that you sell to.

5. Zoom to the data in fullscreen mode.

Result
Europe is now in the middle of the map.

6. Use the polygon filter to focus on the Central and Eastern Europe area of the map.
Result
Only the MEE regions are displayed. The geo map now has the 1 Filter hyperlink on the
upper left.

7. On the upper left of the geo map, highlight the 1 Filter hyperlink and delete it to revert back
to the original map configuration.

8. As there are so many customers, switch the Layer Type to a Choropleth / Drill Layer so
that you can see the aggregated data for the regions.
Result
The data is better represented in a choropleth layer as you can see the aggregated value
across all regions.

© Copyright. All rights reserved. 40

 Exercise 5: Create a Story Using a Geo Map

Figure 2: Choropleth / Drill Layer

9. You need to group the countries into your sales regions based on the Pacifica Regions
hierarchy associated with the Store_Location.

10. Color the locations based on the Average Shipping Time measure calculation.

Figure 3: Choropleth Color based on Average Shipping Time (your colors may vary)

Note:
Even though you can see that the MEE region tends to have a lower average
shipping time in comparison to the other regions, focus on the correlation
between the average shipping time and the number of orders. This can be
done by using a bubble representation where a measure can be used for color
and another for size. We will make this change in the next step.

11. Save the story.

© Copyright. All rights reserved. 41

Unit 3: Configuring Story Elements

12. Change the Chart Style from Choropleth to Bubble and use the # of Orders measure
calculation for the bubble size. NOTE: The Layer Type is still Chloropleth/Drill; change only
the Style to Bubble.

Figure 4: Bubble Size - Number of Orders

13. Add and configure a range to the # of Orders data, so that the MEE Region L1 region is
considered an outlier and it is easier to differentiate from the other regions. The Region L1
should have a maximum range value of 80%.
Result
Regions with over 80% of the total orders are excluded from the scaling of the bubble size.
This exclusion identifies the MEE region as an outlier, indicated by the dotted line around
the area, and makes the other regions relatively larger.

14. As MEE is an outlier, use the drill-down functionality in that outlier area to see which
countries are contributing to the large number of orders.

Figure 5: Result

15. Due to the large number of orders in Germany, it is difficult to differentiate between Czech
Republic, Slovakia, Hungary, and Romania. Adjust the maximum range for the Country
level to 30% to exclude Germany from the scale to better differentiate your data.

© Copyright. All rights reserved. 42

 Exercise 5: Create a Story Using a Geo Map

Figure 6: Result

16. Use the drill-down functionality in the Germany outlier area to show the individual store
locations.

Figure 7: Result

17. Germany contains many stores that you supply to, and it is very hard to see the individual
stores. Increase the range for the Store_Location level to 600% to spread out the number
of orders you are looking at.

© Copyright. All rights reserved. 43

Unit 3: Configuring Story Elements

Figure 8: Store Location Default set to 200%

This will make each store in Germany look much smaller.

Result
It is now much easier to differentiate the various stores.

18. Save the story from the ribbon or press Ctrl+S. Return to the Home page.
Result
You have completed this exercise.

© Copyright. All rights reserved. 44

 Unit 3
Solution 5
Create a Story Using a Geo Map

You need to know how to create geographical visualizations with location data.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Use the polygon filter
● Use the zoom to data feature
● Adjust the scaling factors
● Use the drill down feature
● Use basemap formatting templates
● Use mapping layer types

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the provided credentials.

Task 2: Copy an Existing Story

1. Locate the P00S_Financial_Story story in the Content folder.

a) From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Copy the P00S_Financial_Story as follows:

Field Value
Name U##S_GeoMap

Description U## Geo Mapping Story

© Copyright. All rights reserved. 45

Unit 3: Configuring Story Elements

a) Select the P00S_Financial_Story story.

b) Near the top of the page, choose Copy To.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or choose OK.

Task 3: Map Basic and Custom Shapes, Outliers, and Geo Color by Dimension
You want to see how the company has been performing in multiple regions. Specifically, you
want to see whether the shipping time to your customers is good or not.

1. Open your U##S_GeoMap story in Edit mode. Do not turn on optimized view mode.
a) Go to the Home page.

b) Open your U##S_GeoMap story from Recent Stories.

c) Switch to Edit mode. (If prompted to use Optimized Mode, choose No Thanks.

2. Add a new canvas page with a Geo Map.

a) Hover near the page title area and choose + Add New Page → Canvas.

b) Choose Geo Map.

3. Change the basemap to the transparent dark gray image.

a) In the Builder pane, locate the Base Layer area.

b) Use the drop down to the left of Basemap. Select Transparent Dark Gray.

4. Add a layer to the geo map using the P00M_Pacifica_Shipping_Info model as follows:
Field Value
Data Source P00M_Pacifica_Shipping_Info

Location Dimension Store_Location

a) In the Builder pane's Content Layers area, choose + Add Layer

b) If necessary, choose P00M_Pacifica_Shipping_Info and choose OK.

c) Choose + Add Location Dimension.

d) Choose Store_Location.

© Copyright. All rights reserved. 46

 Solution 5: Create a Story Using a Geo Map

Figure 1: Geo Map - Store Locations

Result
You can see the various customer locations that you sell to.

5. Zoom to the data in fullscreen mode.

a) Right-click on the map and choose Fullscreen.

b) On the left, select Zoom to Data.

Result
Europe is now in the middle of the map.

6. Use the polygon filter to focus on the Central and Eastern Europe area of the map.

a) On the left side of the map, select the Polygon filter.

b) Draw a polygon around the MEE region (central and eastern Europe).

c) Choose the Filter icon.

Result
Only the MEE regions are displayed. The geo map now has the 1 Filter hyperlink on the
upper left.

7. On the upper left of the geo map, highlight the 1 Filter hyperlink and delete it to revert back
to the original map configuration.

8. As there are so many customers, switch the Layer Type to a Choropleth / Drill Layer so
that you can see the aggregated data for the regions.
a) In the Builder pane on the right, select the Layer Type drop down.

b) Choose Choropleth / Drill Layer.

Result
The data is better represented in a choropleth layer as you can see the aggregated value
across all regions.

© Copyright. All rights reserved. 47

Unit 3: Configuring Story Elements

Figure 2: Choropleth / Drill Layer

9. You need to group the countries into your sales regions based on the Pacifica Regions
hierarchy associated with the Store_Location.
a) In the Builder pane on the right, hover over Store_Location in the Location Dimension
area and choose the Hierarchy icon.

b) Choose Pacifica Regions.

10. Color the locations based on the Average Shipping Time measure calculation.
a) In the Builder pane, under Choropleth Color, choose + Add Measure.

b) Choose Average Shipping Time.

c) Choose OK.

Figure 3: Choropleth Color based on Average Shipping Time (your colors may vary)

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 Solution 5: Create a Story Using a Geo Map

Note:
Even though you can see that the MEE region tends to have a lower average
shipping time in comparison to the other regions, focus on the correlation
between the average shipping time and the number of orders. This can be
done by using a bubble representation where a measure can be used for color
and another for size. We will make this change in the next step.

11. Save the story.

12. Change the Chart Style from Choropleth to Bubble and use the # of Orders measure
calculation for the bubble size. NOTE: The Layer Type is still Chloropleth/Drill; change only
the Style to Bubble.
a) Expand Style and choose Bubble. NOTE: The Layer Type is still Chloropleth/Drill;
change only the Style to Bubble.

b) Under Bubble Size, choose + Add Measure.

c) Choose # of Orders.

Figure 4: Bubble Size - Number of Orders

13. Add and configure a range to the # of Orders data, so that the MEE Region L1 region is
considered an outlier and it is easier to differentiate from the other regions. The Region L1
should have a maximum range value of 80%.
a) In the Builder pane, select the down arrow to the right of # of Orders.

b) Under Range, choose Default for the Region L1.

c) Reduce the Max Range to 80%.

d) Click outside the Edit Range dialog.

Result
Regions with over 80% of the total orders are excluded from the scaling of the bubble size.
This exclusion identifies the MEE region as an outlier, indicated by the dotted line around
the area, and makes the other regions relatively larger.

14. As MEE is an outlier, use the drill-down functionality in that outlier area to see which
countries are contributing to the large number of orders.

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Unit 3: Configuring Story Elements

a) Choose the dashed line Outlier Ring of MEE.

b) Choose the Drill Down icon.

Figure 5: Result

15. Due to the large number of orders in Germany, it is difficult to differentiate between Czech
Republic, Slovakia, Hungary, and Romania. Adjust the maximum range for the Country
level to 30% to exclude Germany from the scale to better differentiate your data.
a) In the Bubble Size area of the Builder pane, choose the Default for the Country/Region
level.

b) Reduce the Max Range to 30%.

Figure 6: Result

16. Use the drill-down functionality in the Germany outlier area to show the individual store
locations.
a) Choose the Outlier Ring of Germany.

b) Choose the Drill Down icon.

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 Solution 5: Create a Story Using a Geo Map

Figure 7: Result

17. Germany contains many stores that you supply to, and it is very hard to see the individual
stores. Increase the range for the Store_Location level to 600% to spread out the number
of orders you are looking at.

Figure 8: Store Location Default set to 200%

a) Choose Default for the Store_Location Level.

b) Increase the Max Range to 600%.

c) Click outside the Edit Range dialog.

This will make each store in Germany look much smaller.

Result
It is now much easier to differentiate the various stores.

18. Save the story from the ribbon or press Ctrl+S. Return to the Home page.
Result
You have completed this exercise.

© Copyright. All rights reserved. 51

 Unit 3
Exercise 6
Use Conditional Formatting

Task Flow
In this exercise, you will perform the following tasks:
● Create a new story
● Create a story threshold based on a number range for gross margin
● Apply the threshold to a bar/column chart
● Apply the threshold to a bullet chart
● Create a measure-based threshold by comparing net revenue and cost of goods sold
● Apply the threshold to a table

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Create a New Story

1. Create an optimized story with a canvas page and a chart.

2. Assign the P00M_Op_Income model from the SACS21 public content folder.
Result
The story opens to page 1 with an empty bar/column chart. In the builder on the upper
right, the P00M_Op_Income model is assigned as the datasource.

Task 3: Configure the Bar/Column Chart

1. Configure the bar/column chart as follows:

Setting Value
Currently Selected Chart Bar/Column (default)
Orientation Horizontal
Accounts Gross Profit (Use the Search option.)
Dimensions Entity
Entity Expansion Level 3

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 Exercise 6: Use Conditional Formatting

Result
The chart displays data for four regions.

2. Save the story as follows:

Field Story Name
Name U##S_CondFormat

Description U## Story with Conditional For­

matting

Task 4: Create a Threshold

1. From the Tools area of the ribbon, choose Conditional Formatting (or use the ...More
option in that area).

2. In the Conditional Formatting pane, choose +Add Threshold.

3. Create the following threshold:

Field Value Value
Model P00M_Op_Income
Measure Gross Profit (Use the Search
option.)
Thresholds
Compare To Number Range
Ranges:
Select the color Red | Enter Lower bound: Min (default) Upper bound: 2500000000
the label: Critical (in-
stead of OK)
Select the color Yellow | Lower bound: 2500000000 Upper bound: 5000000000
Enter the label: Warning

Select the color Green | Lower bound: 5000000000 Upper bound: Max (default)
Enter the label: Good

Result
The threshold is created, but now it must be displayed for the widget.

4. Display the threshold for the bar/column chart Gross Profit measure.

5. Hover on West US to see the threshold information in a tool tip.

6. Save the story from the ribbon or use Ctrl+S.

Task 5: Use Conditional Formatting in a Marimeko Chart

1. Add a new chart. In the ribbon, choose the Chart icon (or use the More menu).

2. Configure a marimeko chart as follows:

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Unit 3: Configuring Story Elements

Currently Select Chart Marimeko

Accounts: Height Gross Profit (Use the Search option.)
Dimensions Entity
Color: Add Dimension/Thresh- Gross Profit
old → Thresholds → Story
Entity Expansion Level 3

3. Save the story.

Task 6: Create a Threshold for Cost of Goods Sold Compared to Net Revenue

1. Create a new canvas page with a table.

2. Configure the table as follows:

Field Value
Rows Account
Choose +Add Dimensions → Select Date
Columns Version (default)
Filters Account filtered to Gross Profit only

3. In the table widget, expand Gross Profit so that Net Revenue and Cost Goods Sold are
displayed.

4. Set the drill level for the Date dimension to the fourth level.

5. In the Tools area of the ribbon, choose More → Conditional Formatting → +Add Threshold.

6. Configure the threshold as follows:

Field Value Value
Model P00M_Op_Income
Measure Cost of Goods Sold (Use the
Search option.)
Thresholds:
Compare To Measure
Comparison Measure Net Revenue (Use the
Search option.)
Ranges:
Select the color: Green | En- Lower bound: Min (default) Upper bound: 42
ter the label:Good

Select the color: Red | Enter Lower bound: 42 (this will Upper bound: Max (default)
the label:Bad populate by default)

7. Display the thresholds for the account dimension.

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 Exercise 6: Use Conditional Formatting

Result
There is a threshold indicator for each column that conforms to the threshold criteria that
Cost of Goods Sold is 42% relative to Net Revenue.

Figure 9: Conditional Formatting Results

8. Set the threshold style to Color Values and then back to Symbols.

9. Save the story.

10. Use the Navigation Bar to return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 55

 Unit 3
Solution 6
Use Conditional Formatting

Task Flow
In this exercise, you will perform the following tasks:
● Create a new story
● Create a story threshold based on a number range for gross margin
● Apply the threshold to a bar/column chart
● Apply the threshold to a bullet chart
● Create a measure-based threshold by comparing net revenue and cost of goods sold
● Apply the threshold to a table

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials in the table above.

Task 2: Create a New Story

1. Create an optimized story with a canvas page and a chart.

a) From the Navigation Bar choose Stories.

b) Choose Canvas.

c) Use the default Optimized Design Experience and choose Create.

d) From the Insert area of the ribbon choose Chart.

2. Assign the P00M_Op_Income model from the SACS21 public content folder.
a) Confirm that you are In the Select Dataset or Model dialog.

b) Navigate to Public → SACS21_37 → Content → P00M_Op_Income.

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 Solution 6: Use Conditional Formatting

Result
The story opens to page 1 with an empty bar/column chart. In the builder on the upper
right, the P00M_Op_Income model is assigned as the datasource.

Task 3: Configure the Bar/Column Chart

1. Configure the bar/column chart as follows:

Setting Value
Currently Selected Chart Bar/Column (default)
Orientation Horizontal
Accounts Gross Profit (Use the Search option.)
Dimensions Entity
Entity Expansion Level 3

Result
The chart displays data for four regions.

2. Save the story as follows:

Field Story Name
Name U##S_CondFormat

Description U## Story with Conditional For­

matting

a) Choose Save from the ribbon or press Ctrl+S.

b) Enter the provided data and press Enter.

Task 4: Create a Threshold

1. From the Tools area of the ribbon, choose Conditional Formatting (or use the ...More
option in that area).

2. In the Conditional Formatting pane, choose +Add Threshold.

3. Create the following threshold:

Field Value Value
Model P00M_Op_Income
Measure Gross Profit (Use the Search
option.)
Thresholds
Compare To Number Range
Ranges:
Select the color Red | Enter Lower bound: Min (default) Upper bound: 2500000000
the label: Critical (in-
stead of OK)

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Unit 3: Configuring Story Elements

Field Value Value

Select the color Yellow | Lower bound: 2500000000 Upper bound: 5000000000
Enter the label: Warning

Select the color Green | Lower bound: 5000000000 Upper bound: Max (default)
Enter the label: Good

a) Choose +Add Range twice and configure as in the table.

b) On the lower right, choose Apply and then Done.

Result
The threshold is created, but now it must be displayed for the widget.

4. Display the threshold for the bar/column chart Gross Profit measure.
a) Highlight the chart, and in the Builder pane on the right, hover on Gross Profit.

b) Choose Threshold.

c) Choose Show Threshold → Story Defined.

5. Hover on West US to see the threshold information in a tool tip.

6. Save the story from the ribbon or use Ctrl+S.

Task 5: Use Conditional Formatting in a Marimeko Chart

1. Add a new chart. In the ribbon, choose the Chart icon (or use the More menu).

2. Configure a marimeko chart as follows:

Currently Select Chart Marimeko

Accounts: Height Gross Profit (Use the Search option.)
Dimensions Entity
Color: Add Dimension/Thresh- Gross Profit
old → Thresholds → Story
Entity Expansion Level 3

a) In the Builder pane, click on Bar/Column, select Marimeko, and configure the chart as
in the table.

3. Save the story.

Task 6: Create a Threshold for Cost of Goods Sold Compared to Net Revenue

1. Create a new canvas page with a table.

2. Configure the table as follows:

Field Value
Rows Account

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 Solution 6: Use Conditional Formatting

Field Value
Choose +Add Dimensions → Select Date
Columns Version (default)
Filters Account filtered to Gross Profit only

a) Hover on Account in the Builder page and choose Filter . Search for Gross
Profit and select it. Remove any other accounts.

b) In the Row axis, choose +Add Dimensions → Select Date.

3. In the table widget, expand Gross Profit so that Net Revenue and Cost Goods Sold are
displayed.

4. Set the drill level for the Date dimension to the fourth level.

a) With the table highlighted, choose .

b) Choose Drill, select Date → Drill Level 4. Choose Set.

5. In the Tools area of the ribbon, choose More → Conditional Formatting → +Add Threshold.

6. Configure the threshold as follows:

Field Value Value
Model P00M_Op_Income
Measure Cost of Goods Sold (Use the
Search option.)
Thresholds:
Compare To Measure
Comparison Measure Net Revenue (Use the
Search option.)
Ranges:
Select the color: Green | En- Lower bound: Min (default) Upper bound: 42
ter the label:Good

Select the color: Red | Enter Lower bound: 42 (this will Upper bound: Max (default)
the label:Bad populate by default)

a) Configure the threshold as shown above.

b) On the lower right, choose Apply and then Done.

7. Display the thresholds for the account dimension.

a) In the Row axis in the Builder pane, hover on the Account dimension.

b) Choose ...More → Thresholds → Show Thresholds..

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Unit 3: Configuring Story Elements

Result
There is a threshold indicator for each column that conforms to the threshold criteria that
Cost of Goods Sold is 42% relative to Net Revenue.

Figure 9: Conditional Formatting Results

8. Set the threshold style to Color Values and then back to Symbols.
a) Go to the Styling pane.

b) Under Table Properties, select the Color Values threshold style. The numbers in the
table will now be red and green.

c) Go back to the Symbol (Default Style).

9. Save the story.

10. Use the Navigation Bar to return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 60

 Unit 3
Exercise 7
Design Text Widgets

You need to supplement your story with header information and effective filters. You also
want to add a link to jump to other stories.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Add text widgets for header information
● Add text widgets to display filter values
● Add text widgets to jump to other stories

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy an Existing Story

1. Locate the P00S_TextWidgets story in the Content folder.

2. Copy P00S_TextWidgets as follows:

Field Value
Name U##S_TextWidgets

Description U## Text Widget Story

Task 3: Add report header data

1. Open your U##S_TextWidget story in Edit mode.

2. Add a text widget above the tree map for user and last modified date as follows:

Table 6:
Text Widget
User: A## or B## | Last modified date: <Month day year> (values may vary)

3. Format the text widget with all borders.

4. Save the story.

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Unit 3: Configuring Story Elements

Task 4: Use text widgets to display filter values

1. Add a new text widget to the right of the user/last modified date widget.

Table 7:
Text Widget
Story Filter: EMEA North | Page Filter: Alcohol (values may vary)

2. Format the text widget with all borders.

3. Save the story from the ribbon or press Ctrl+S.

Task 5: Add a text widget to jump to another story

1. Add a text widget to the right of the filters widget to access the P00S_Sales story.
Field Value
Text Go to a Story

Link To: P00S_Sales

Page Select a page of your choice

Hyperlink Options Open in New Tab

Note:
When creating story jumps, there may be a warning about the digital
boardroom not supporting link to page hyperlinks. You can ignore this warning.
Also, If the hyperlink does not render, click somewhere outside the text widget,
reselect the text, and repeat the hyperlink process.

Result
The hyperlink is defined and Go to a Story has a blue font and is underlined.

2. Format the text widget with all borders.

3. Save the story.

4. Test the hyperlink in View mode.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 62

 Unit 3
Solution 7
Design Text Widgets

You need to supplement your story with header information and effective filters. You also
want to add a link to jump to other stories.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Add text widgets for header information
● Add text widgets to display filter values
● Add text widgets to jump to other stories

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials in the table above.

Task 2: Copy an Existing Story

1. Locate the P00S_TextWidgets story in the Content folder.

a) From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Copy P00S_TextWidgets as follows:

Field Value
Name U##S_TextWidgets

Description U## Text Widget Story

a) Select the P00S_TextWidgets story.

b) Near the top of the page, choose Copy To.

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Unit 3: Configuring Story Elements

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or choose OK.

Task 3: Add report header data

1. Open your U##S_TextWidget story in Edit mode.

a) Go to the Home page.

b) Open your U##S_TextWidget story from Recent Stories.

c) Switch to Edit mode.

2. Add a text widget above the tree map for user and last modified date as follows:

Table 6:
Text Widget
User: A## or B## | Last modified date: <Month day year> (values may vary)

a) In the Insert area of the ribbon, choose +Add → Text.

b) In the text widget, enter User: and add a space. Select ...More
actions → Add → Dynamic Text → Current User.

c) Choose Create.

d) Position you cursor after A## or B## and add a space. Type | a space and then Last
modified date: → Add a space.

e) Select ...More actions → Add → Dynamic Text → Last Modified Date

f) Choose Create.

3. Format the text widget with all borders.

a) Select the text widget.

b) Open the Right Side Panel.

c) Go to Styling.

d) With the text widget selected, select All Borders.

4. Save the story.

Task 4: Use text widgets to display filter values

1. Add a new text widget to the right of the user/last modified date widget.

Table 7:
Text Widget
Story Filter: EMEA North | Page Filter: Alcohol (values may vary)

a) In the Insert area of the ribbon, choose +Add → Text.

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 Solution 7: Design Text Widgets

b) In the text widget, enter Story Filter: and add a space. Select ...More
actions → Add → Dynamic Text → Story Filters → Region.

c) Choose Create.

d) Position your cursor after EMEA North and add a space. Type | a space and then Page
Filter:

e) Select ...More actions → Add → Dynamic Text → Input Controls → Product Category.

f) Choose Create.

2. Format the text widget with all borders.

a) Select the text widget.

b) Open the Right Side Panel.

c) Go to Styling.

d) With the text widget selected, select All Borders.

3. Save the story from the ribbon or press Ctrl+S.

Task 5: Add a text widget to jump to another story

1. Add a text widget to the right of the filters widget to access the P00S_Sales story.
Field Value
Text Go to a Story

Link To: P00S_Sales

Page Select a page of your choice

Hyperlink Options Open in New Tab

a) In the Insert area of the ribbon, choose +Add → Text.

b) Enter the text as shown above.

c) Highlight the text: Go to a Story.

d) For the text object, select More Actions → +Add → Hyperlink.

e) Select Story.

f) Select Choose a story and browse to Public → SACS21_37 → Content. Select

P00S_Sales.

g) Choose Done.

Note:
If the hyperlink does not render, click somewhere outside the text widget,
reselect the text, and repeat steps d-f.

h) Position it to the right of the Filter text box.

© Copyright. All rights reserved. 65

Unit 3: Configuring Story Elements

Note:
When creating story jumps, there may be a warning about the digital
boardroom not supporting link to page hyperlinks. You can ignore this warning.
Also, If the hyperlink does not render, click somewhere outside the text widget,
reselect the text, and repeat the hyperlink process.

Result
The hyperlink is defined and Go to a Story has a blue font and is underlined.

2. Format the text widget with all borders.

a) Select the text widget.

b) Open the Right Side Panel.

c) Go to Styling.

d) With the text widget selected, select All Borders.

3. Save the story.

4. Test the hyperlink in View mode.

a) Switch to View mode.

b) Choose the Go to a Story hyperlink.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 66

 Unit 3
Exercise 8
Data Point Comments

You need to know how to use the data point commenting features of SAP Analytics Cloud to
improve the collaboration of your planning process.

Task Flow
In this exercise, you will perform the following activities:
● Create a New Story
● Create a New Public Version
● Work with Column Comments
● Work with Data Point Comments
● Use the Comment Widget

Note:
In this exercise, when a value or object name includes ##, replace ## with the
number that your instructor assigned to you.

Task 1: Logon to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.
Username: A## or B##, where ## is your 2-digit group number, and the letter is what
your instructor assigned to you.
Password: Welcome1

Task 2: Copy the Comment Story

1. Access the P00S_Comment_Scenario story in the SACS21 Content folder.

2. Copy the P00S_Comment_Scenario story as follows:

Field Value
Name U##S_Comment_Scenario

Description U## Commenting Scenario

3. Open your U##S_Comment_Scenario story and switch to Edit mode.

Task 3: Create Your Own Private Version

1. Go to the Comment Columns page and select a data cell.

2. Copy the Actual data to a private version as follows:

© Copyright. All rights reserved. 67

Unit 3: Configuring Story Elements

Field Value
Version Name U##PrivVers

Category Actual

Copy all data

Include all comments

3. Change the filter for Version to display only U##PrivVers.

Task 4: Work with Column Comments

1. Add a column for comments for Q1, Jan, Feb, and March.
Result
Four comment columns are added: Q1, Jan, Feb, and March.

2. Add the following comment for Q1 | Athletic Shorts | Northeast: Gross sales for 2023
Q1 | Shorts | Northeast are expected to rise 3% due to our new
marketing strategy.

3. Add the following comment for Jan | Athletic Shorts | Northeast: Gross sales for
2023 Jan | Shorts | Northeast are expected to rise 1% due to our new
marketing strategy.

4. Add another comment for Jan | Athletic Shorts | Northeast: Gross sales for 2023
Jan | Shorts | Northeast are expected to rise 1.5% due to our new
marketing strategy.
Result
Only the latest comment is displayed in the comment column.

5. Save the story.

Task 5: Work with Cell Based Comments

1. Navigate to Data Point Comments page.

2. Change the table filter from Version Actual to U##PrivVers.

3. Click the comment indicator in the Q1 | Athletic Shorts cell for the Northeast to display the
comment. If there is no comment indicator, from the Edit area of the ribbon, choose
Refresh.
Result
Your comment that was entered in the comment columns page is displayed: Gross sales
for 2023Q1 | Shorts | Northeast are expected to rise 3% due to our new marketing strategy.

4. Add the following comment for Q1 | Athletic Shorts | Southeast: Gross sales for 2023
Q1 | Shorts | Southeast are expected to rise 6% due to our new
marketing strategy.

5. Save the story.

Task 6: Work with the Comment Widget

1. Go to the Overview page.

© Copyright. All rights reserved. 68

 Exercise 8: Data Point Comments

2. Insert the comment widget below the text Key Assumptions.

3. Set the following filter values for the comment widget:

Dimension Member
Version U##PrivVers
Account Gross Sales (Use the Search option.)
Filters Date (Member) → Q1(2023)
Entity → Northeast (Use the Search op-
tion.)

4. Save the story.

5. Enter the following comment for Athletic Shorts: Gross sales for 2023Q1 |
Athletic Shorts are expected to rise 5.5% due to our new marketing
strategy.

6. Save the story.

7. Go back to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 69

 Unit 3
Solution 8
Data Point Comments

You need to know how to use the data point commenting features of SAP Analytics Cloud to
improve the collaboration of your planning process.

Task Flow
In this exercise, you will perform the following activities:
● Create a New Story
● Create a New Public Version
● Work with Column Comments
● Work with Data Point Comments
● Use the Comment Widget

Note:
In this exercise, when a value or object name includes ##, replace ## with the
number that your instructor assigned to you.

Task 1: Logon to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.
Username: A## or B##, where ## is your 2-digit group number, and the letter is what
your instructor assigned to you.
Password: Welcome1

a) From your training remote desktop, launch Google Chrome.

b) Type the URL (provided by your instructor) for the SAP Analytics Cloud Tenant you will
use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the provided credentials.

Task 2: Copy the Comment Story

1. Access the P00S_Comment_Scenario story in the SACS21 Content folder.

a) On the upper left, go to Files.

b) Navigate to Public → SACS21_37 → Content.

2. Copy the P00S_Comment_Scenario story as follows:

© Copyright. All rights reserved. 70

 Solution 8: Data Point Comments

Field Value
Name U##S_Comment_Scenario

Description U## Commenting Scenario

a) Select the P00S_Comment_Scenario story.

b) Near the top of the page, choose Copy To .

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or choose OK.

3. Open your U##S_Comment_Scenario story and switch to Edit mode.

a) From My Files, click the U##S_Comment_Scenario story to open it.

b) Switch to Edit mode.

Task 3: Create Your Own Private Version

1. Go to the Comment Columns page and select a data cell.

2. Copy the Actual data to a private version as follows:

Field Value
Version Name U##PrivVers

Category Actual

Copy all data

Include all comments

a) From the Tools area of the ribbon, choose More, choose the ... button and select
Version Management.

b) Choose the Copy icon to the right of the Actual version.

c) Enter the provided data and choose OK.

d) Close the Version Management dialog.

3. Change the filter for Version to display only U##PrivVers.

a) If needed, click in a data cell and use the Right Side Panel button to access the Builder
pane.

b) In the Builder pane, go to the Filter area.

c) Change the filter for Version to display only U##PrivVers.

Task 4: Work with Column Comments

1. Add a column for comments for Q1, Jan, Feb, and March.

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Unit 3: Configuring Story Elements

a) Right-click on Athletic Shorts for Q1.

b) Choose Add Client Calculation → Comment → Repeating.

Result
Four comment columns are added: Q1, Jan, Feb, and March.

2. Add the following comment for Q1 | Athletic Shorts | Northeast: Gross sales for 2023
Q1 | Shorts | Northeast are expected to rise 3% due to our new
marketing strategy.
a) Double click in the comment cell for Q1 | Athletic Shorts | Northeast.

b) Type the provided comment.

c) Choose Add Comment.

d) Close the Data Point Comment dialog.

3. Add the following comment for Jan | Athletic Shorts | Northeast: Gross sales for
2023 Jan | Shorts | Northeast are expected to rise 1% due to our new
marketing strategy.
a) Double click in the comment cell for Jan | Athletic Shorts | Northeast.

b) Type the provided comment.

c) Choose Add Comment. Keep the Data Point Comment dialog open.

4. Add another comment for Jan | Athletic Shorts | Northeast: Gross sales for 2023
Jan | Shorts | Northeast are expected to rise 1.5% due to our new
marketing strategy.
a) Type the provided comment in the input field.

b) Choose Add Comment.

Result
Both comments are visible in the Data Point Comment dialog.

c) Close the dialog.

Result
Only the latest comment is displayed in the comment column.

5. Save the story.

Task 5: Work with Cell Based Comments

1. Navigate to Data Point Comments page.

2. Change the table filter from Version Actual to U##PrivVers.

a) If needed, select a data cell.

b) In the Builder pane, go to the Filter area.

c) Change the filter for Version to display only U##PrivVers.

3. Click the comment indicator in the Q1 | Athletic Shorts cell for the Northeast to display the
comment. If there is no comment indicator, from the Edit area of the ribbon, choose
Refresh.

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 Solution 8: Data Point Comments

Result
Your comment that was entered in the comment columns page is displayed: Gross sales
for 2023Q1 | Shorts | Northeast are expected to rise 3% due to our new marketing strategy.

4. Add the following comment for Q1 | Athletic Shorts | Southeast: Gross sales for 2023
Q1 | Shorts | Southeast are expected to rise 6% due to our new
marketing strategy.
a) Right click the cell for Q1 | Athletic Shorts | Southeast.

b) Choose Add Data Point Comment.

c) Type the provided comment.

d) Choose Add Comment.

e) Close the dialog.

5. Save the story.

Task 6: Work with the Comment Widget

1. Go to the Overview page.

2. Insert the comment widget below the text Key Assumptions.

a) From the Insert area of the ribbon choose + Add → Others → Comment.

b) Expand the widget.

3. Set the following filter values for the comment widget:

Dimension Member
Version U##PrivVers
Account Gross Sales (Use the Search option.)
Filters Date (Member) → Q1(2023)
Entity → Northeast (Use the Search op-
tion.)

a) In the Builder pane on the right, configure the filter values as shown in the table above.

4. Save the story.

5. Enter the following comment for Athletic Shorts: Gross sales for 2023Q1 |
Athletic Shorts are expected to rise 5.5% due to our new marketing
strategy.
a) Select the new comment icon.

b) Enter the provided comment and choose Add Comment.

6. Save the story.

7. Go back to the Home page.

Result
You have completed this exercise.

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 Unit 4
Exercise 9
Use Advanced, Custom, and Value Sorting

In this exercise, you will perform the following tasks:

● Use advanced sorting
● Use custom sorting
● Use value sorting

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1

Task 2: Copy a story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Sorting and copy the story as follows:

Field Value
Name U##S_Sorting

Description U## Sorting

3. Go to the My Files folder and open the U##S_Sorting story.

Task 3: Advanced Sorting

1. Sort the locations based on their relative gross margin values.

Result
France has the highest gross margin, but now you are curious about their gross margins
as compared to sales revenue.

2. Sort the locations based on their relative sales revenue values.

Field Value
Sort By:
Measure Sales Revenue
Order Highest to Lowest

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 Exercise 9: Use Advanced, Custom, and Value Sorting

Result
The countries are now sorted by sales revenue. France is first, but it is interesting to see
that Austria had the second most gross margin but they are in sixth place when it comes
to revenue.

Task 4: Custom Sorting

1. Go to the Custom Sorting page.

2. Select Edit mode.

3. In the # of Orders per Reasons for Delay chart, change the sort order as you choose.

Result

Note:
If you cannot drag and drop, try reloading the Chrome tenant.

4. Choose OK.

5. Name the custom order: Pacifica Orders and choose OK.

6. Save the story.

Task 5: Value Sorting

1. Go to the Value Sorting page.

2. Sort the data as follows:

Table 8:
Field Value
Type Lowest to Highest | Vertical
Related Dimension
Measures: Sales Revenue

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Unit 4: Manipulating Data in Stories

Field Value
Product Category Juice

Result
The rows are sorted in ascending order based on Juice Sales Revenue.

3. Save the story.

4. Return to the Home page.

Result
You have completed this exercise.

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 Unit 4
Solution 9
Use Advanced, Custom, and Value Sorting

In this exercise, you will perform the following tasks:

● Use advanced sorting
● Use custom sorting
● Use value sorting

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials above.

Task 2: Copy a story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Sorting and copy the story as follows:

Field Value
Name U##S_Sorting

Description U## Sorting

a) Select P00S_Sorting.

b) Choose Copy.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or choose OK.

3. Go to the My Files folder and open the U##S_Sorting story.

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Unit 4: Manipulating Data in Stories

Task 3: Advanced Sorting

1. Sort the locations based on their relative gross margin values.

a) Choose the chart and go to the More Actions menu options.

b) Choose Sort → Gross Margin → Highest to Lowest.

Result
France has the highest gross margin, but now you are curious about their gross margins
as compared to sales revenue.

2. Sort the locations based on their relative sales revenue values.

Field Value
Sort By:
Measure Sales Revenue
Order Highest to Lowest

a) Choose the chart and go to the More Actions menu options.

b) Choose Sort → Advanced Sorting.

c) Configure the advanced sorting as shown above.

d) Choose Apply.

Result
The countries are now sorted by sales revenue. France is first, but it is interesting to see
that Austria had the second most gross margin but they are in sixth place when it comes
to revenue.

Task 4: Custom Sorting

1. Go to the Custom Sorting page.

2. Select Edit mode.

3. In the # of Orders per Reasons for Delay chart, change the sort order as you choose.

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 Solution 9: Use Advanced, Custom, and Value Sorting

a) Select the chart on the upper left.

b) Choose Sort in the More Actions menu.

c) Select the Sort option and Reasons for Delay. Choose Add Custom Order.

d) For a suggested order, hold your Ctrl key down and choose Out of Stock and Unclear
Label Writing.

e) Choose the Move to Top icon.

f) Drag and drop the Incorrect Address field to below Weather Conditions.

g) Drag and drop the Delay Caused by Customs field to below Failed Delivery Attempts.
If the No value field appears in your list, move the No value field to the bottom.

Result

Note:
If you cannot drag and drop, try reloading the Chrome tenant.

4. Choose OK.

5. Name the custom order: Pacifica Orders and choose OK.

6. Save the story.

Task 5: Value Sorting

1. Go to the Value Sorting page.

2. Sort the data as follows:

Table 8:
Field Value
Type Lowest to Highest | Vertical
Related Dimension

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Unit 4: Manipulating Data in Stories

Field Value
Measures: Sales Revenue
Product Category Juice

a) Right-click on one of the Sales Revenue figures.

b) Choose Sort Options → Value Sorting.

c) Configure the value sorting as shown in the table above.

d) Choose OK.

Result
The rows are sorted in ascending order based on Juice Sales Revenue.

3. Save the story.

4. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 80

 Unit 4
Exercise 10
Use Story Filters and Input Controls

In this exercise, you will perform the following activities:

● Create a new story
● Use story and page filters
● Use the time series chart with measure input controls

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Create a New Story

1. Create an optimized story with a canvas page and a chart.

2. Assign the P00M_Op_Income model from the SACS21 public content folder.

Task 3: Use Story Filters and Input Controls

1. Configure the chart as follows:

Chart Information Selections
Currently Select Chart Tree Map
Size Gross Profit (Use the Search option.)
Dimensions Label Product
Product Expansion Level 4

2. Add a story filter for Currency and restrict it to EUR.

Result
You are now filtering the story based on the Currency property value.

3. Add an input control for Date and restrict it to 2020.

4. Move the tree map down.

Task 4: Use the Time Series Chart with Measure Input Controls
You want to create a visualization to help understand how the company has been doing over
time. However, instead of focusing on a single measure, you want to be able to switch
between measures within the same visualization.

1. Add a chart to the right of the existing chart.

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Unit 4: Manipulating Data in Stories

2. Under Currently Selected Chart, choose Time Series.

3. Configure the new time series chart with Date using the Year, Month hierarchy.

4. Add an Account Input Control for Cost of Goods Sold, Gross Sales, and Retail Returns so
that users can choose what measure to display in the chart.
Result
The New Measure Input Control is created and added (most likely) to the right of the Time
Series chart.

5. Move the New Measure Input Control above the Time Series chart.

6. Enlarge the New Measure Input Control so that you can see all three measures. Select
Gross Sales as the measure to be displayed.
Result
In the times series chart, Gross Sales has been increasing slightly over time.

7. Re-name the New Measure Input Control to: Measure Selection.

8. Change the Measure Selection Input Control to Cost of Goods Sold to see if there is a
similar trend.

9. Change the measure back to Gross Sales.

10. Add an Input Control to filter the data up to today.

11. Configure the new Input Control to filter on Date with a dynamic range.

12. Create the Current Date input control as follows:

Field Value
Name Current Date

Current Date Type: Custom Current Date/ Granularity: Month, Date: Jan <current
Time Interval year>

13. Set the range type granularity to Month. Enlarge the input control so you can see its
options.

14. In the Look Back field, enter the value for the number of months that will make the range
start around January 2020. For example, if the current month is February 2023, then you
must go back 36 months (12 x 3 years).

Note:
If you need to change the input control, use More Actions to edit the input
control. If you need to change current date selection, use the drop down for
Current Date. Hover on Current Date and use the pencil icon to edit it.

15. Examine how Gross Sales have changed over time.

16. Examine how the Cost of Goods Sold has changed in the last 30 days.
You can see how the Product Count has fluctuated over the past 6 months.

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 Exercise 10: Use Story Filters and Input Controls

17. You want to see the percentage change for all values on the time series chart in
comparison to the first time period. You must normalize the time series chart using Show
as Percentage. As you modify the slider to a different date range, the percentages in the
time series chart change dynamically.
Result
As you modify the slider, see that the values in the time series chart are modified. This is
because it compares the percentage change between the first data point with all other
data points.

18. Save the story as follows:

Field Story Name
Name U##S_Filtering

Description U## Story with Filters

Result
You have completed this exercise.

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 Unit 4
Solution 10
Use Story Filters and Input Controls

In this exercise, you will perform the following activities:

● Create a new story
● Use story and page filters
● Use the time series chart with measure input controls

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials provided.

Task 2: Create a New Story

1. Create an optimized story with a canvas page and a chart.

a) From the Navigation Bar, choose Stories.

b) Choose Canvas.

c) If prompted, select Optimized Design Experience and choose Create.

d) From the Insert area of the ribbon select Chart.

2. Assign the P00M_Op_Income model from the SACS21 public content folder.
a) Confirm that you are in the Select Dataset or Model dialog.

b) Navigate to Public → SACS21_37 → Content → P00M_Op_Income.

Task 3: Use Story Filters and Input Controls

1. Configure the chart as follows:

Chart Information Selections
Currently Select Chart Tree Map
Size Gross Profit (Use the Search option.)
Dimensions Label Product

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 Solution 10: Use Story Filters and Input Controls

Chart Information Selections

Product Expansion Level 4

a) In the Builder pane, configure the Bar/Column as indicated above.

2. Add a story filter for Currency and restrict it to EUR.

a) Select Story Filter/Prompt from the View area of the ribbon.

b) In the Left Side Panel, choose Add Story Filter/Prompt.

c) Choose Dimensions → Entity → Currency. Select EUR and choose OK.

Result
You are now filtering the story based on the Currency property value.

3. Add an input control for Date and restrict it to 2020.

a) From the Insert area of the ribbon, choose Input Control.

b) Choose Dimensions → Date → Filter by Member. Select All and choose OK.

c) Enlarge the input control and expand the selection so that you can see all of the years.

d) Select only 2020 and then choose Apply Selections.

4. Move the tree map down.

Task 4: Use the Time Series Chart with Measure Input Controls
You want to create a visualization to help understand how the company has been doing over
time. However, instead of focusing on a single measure, you want to be able to switch
between measures within the same visualization.

1. Add a chart to the right of the existing chart.

a) Add a chart via either the ribbon or from the Assets tab of the Left Side Panel.

2. Under Currently Selected Chart, choose Time Series.

3. Configure the new time series chart with Date using the Year, Month hierarchy.
a) Under Time, choose At least 1 Dimension required.

b) Choose Date.

c) To choose the hierarchy, hover over Date in the Builder pane and choose
Hierarchy → Change Hierarchy and choose Year, Month from the Hierarchy drop-
down.

d) Select Apply.

4. Add an Account Input Control for Cost of Goods Sold, Gross Sales, and Retail Returns so
that users can choose what measure to display in the chart.
a) Under Accounts, choose At least 1 Account required.

b) Under Account Input Control choose + Add Account Input Control.

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Unit 4: Manipulating Data in Stories

c) Select Cost of Goods Sold, Gross Sales, and Retail Returns.

d) Choose OK.

Result
The New Measure Input Control is created and added (most likely) to the right of the Time
Series chart.

5. Move the New Measure Input Control above the Time Series chart.
a) Click the border of the New Measure Input Control and hold. The cursor will switch
from a pointer to a four-pointed arrow move symbol.

b) Drag the New Measure Input Control above the time series chart.

6. Enlarge the New Measure Input Control so that you can see all three measures. Select
Gross Sales as the measure to be displayed.
Result
In the times series chart, Gross Sales has been increasing slightly over time.

7. Re-name the New Measure Input Control to: Measure Selection.

a) Double-click directly on the text New Account Input Control.

b) Rename the Account Input Control to Measure Selection and press Enter.

8. Change the Measure Selection Input Control to Cost of Goods Sold to see if there is a
similar trend.

9. Change the measure back to Gross Sales.

10. Add an Input Control to filter the data up to today.

a) In the ribbon, choose Input Control.

11. Configure the new Input Control to filter on Date with a dynamic range.
a) Select the input control and choose Dimensions → Date.

b) Choose Filter by Range.

c) Choose Dynamic if needed.

d) Select the Year, Month hierarchy.

12. Create the Current Date input control as follows:

Field Value
Name Current Date

Current Date Type: Custom Current Date/ Granularity: Month, Date: Jan <current
Time Interval year>

a) Select the Current Date drop down and choose +Create Current Date Input Control.

b) Configure as shown above.

c) Choose OK.

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 Solution 10: Use Story Filters and Input Controls

13. Set the range type granularity to Month. Enlarge the input control so you can see its
options.
a) In the Set Date Range for Date dialog, set the Granularity for Range 1 to Month and
choose OK.

b) Increase the size of the Order Data and Time Range Filter input control so that you can
see all of the options, including the Look Back and Look Ahead number of days.

14. In the Look Back field, enter the value for the number of months that will make the range
start around January 2020. For example, if the current month is February 2023, then you
must go back 36 months (12 x 3 years).

Note:
If you need to change the input control, use More Actions to edit the input
control. If you need to change current date selection, use the drop down for
Current Date. Hover on Current Date and use the pencil icon to edit it.

15. Examine how Gross Sales have changed over time.

a) On the lower right of the time series, locate the Slider: .

b) Hold and move the slider to the last 6 months.

16. Examine how the Cost of Goods Sold has changed in the last 30 days.
a) Go to the Measure Selection input control.

b) Choose Cost of Goods Sold.

You can see how the Product Count has fluctuated over the past 6 months.

17. You want to see the percentage change for all values on the time series chart in
comparison to the first time period. You must normalize the time series chart using Show
as Percentage. As you modify the slider to a different date range, the percentages in the
time series chart change dynamically.
a) From the More Actions menu in the time series chart, choose More Options → % Show
as percentage.

b) Reduce the slider.

Result
As you modify the slider, see that the values in the time series chart are modified. This is
because it compares the percentage change between the first data point with all other
data points.

18. Save the story as follows:

Field Story Name
Name U##S_Filtering

Description U## Story with Filters

a) Choose Save.

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Unit 4: Manipulating Data in Stories

b) Enter the provided data and choose OK.

Result
You have completed this exercise.

© Copyright. All rights reserved. 88

 Unit 4
Exercise 11
Filter with Hyperlinks and Linked Analysis

In this exercise, you will perform the following activities:

● Configure hyperlink filtering
● Use linked analysis

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy a story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Filter_Linked_Analysis and copy the story as follows:

Field Value
Name U##S_Filter_Linked_Analysis

Description U## Linked Analysis Story

3. Go to the My Files folder and open the U##S_Filter_Linked_Analysis story.

Task 3: Set up a hyperlink from a chart that also filters by the chart's dimension

1. In Edit mode add a new responsive page.

2. Insert a chart into the lane.

3. Configure the chart as follows:

Chart Information Selections
Currently Selected Chart Stacked Bar/Column.
Measures Gross Margin, Sales Revenue (Use
theSearch option.)
Dimensions Order_Date_DATE
Order_Date_DATE Expansion Level 3

4. Enlarge the chart.

5. Save the story.

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Unit 4: Manipulating Data in Stories

6. Add a hyperlink for the chart as follows:

Hyperlink Setting Selection
Link to Page
Page First Page
Hyperlink Options:

Apply selected dimension as a filter

Cascading Effect

Result
When you click on a bar, you will have an option to Jump to First Page..

7. Save the story.

8. Select the H1 2019 bar and then Ctrl + Click on Jump to First Page.
Result
You are taken to Page 1 and:

● A story filter is added for Order_Date_DATE

● The charts display data only for H1 2019

Task 4: Set up linked analysis for a chart

1. In Edit mode, configure linked analysis for the Sales Revenue per Product Category chart
as follows:

Table 9:
Field Value
Interactions apply to: All Widgets on the Page

2. Save the story.

3. Filter the Sales Revenue per Product Category chart to Juice.

4. Undo the Juice filter.

Task 5: Set up linked analysis for a table to filter on data point selections

1. Set up linked analysis for the P00M_PacifIca_Order_Finance table as follows:

Table 10:
Field Value

Interactions apply to: Only Selected Widgets

Settings: Filter on Data Point Selection

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 Exercise 11: Filter with Hyperlinks and Linked Analysis

Field Value
Select widgets from the list to link to this Choose Select Widgets and select Chart_2
widget: (the Gross Margin per Product char).

2. Save the story.

3. Filter the P00M_PacifIca_Order_Finance table to China.

Result
The Gross Margin per Product chart displays data only for China.

4. Undo the filter for China.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 91

 Unit 4
Solution 11
Filter with Hyperlinks and Linked Analysis

In this exercise, you will perform the following activities:

● Configure hyperlink filtering
● Use linked analysis

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials provided.

Task 2: Copy a story

1. From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Select P00S_Filter_Linked_Analysis and copy the story as follows:

Field Value
Name U##S_Filter_Linked_Analysis

Description U## Linked Analysis Story

a) Select P00S_Filter_Linked_Analysis.

b) Choose Copy.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or chooseOK.

3. Go to the My Files folder and open the U##S_Filter_Linked_Analysis story.

Task 3: Set up a hyperlink from a chart that also filters by the chart's dimension

1. In Edit mode add a new responsive page.

a) Choose Edit.

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 Solution 11: Filter with Hyperlinks and Linked Analysis

b) Hover in the page area and choose +Add → Add Responsive Page .

2. Insert a chart into the lane.

a) Click in the lane.

b) Select the chart from Insert area of the ribbon.

3. Configure the chart as follows:

Chart Information Selections
Currently Selected Chart Stacked Bar/Column.
Measures Gross Margin, Sales Revenue (Use
theSearch option.)
Dimensions Order_Date_DATE
Order_Date_DATE Expansion Level 3

a) In the Builder, choose Bar/Column and select Stacked Bar/Column. Configure the
chart as indicated above.

b) To expand the Order_Date_DATE, hover over Date in the Builder pane and use the
Hierarchy icon to choose Level 3.

4. Enlarge the chart.

5. Save the story.

6. Add a hyperlink for the chart as follows:

Hyperlink Setting Selection
Link to Page
Page First Page
Hyperlink Options:

Apply selected dimension as a filter

Cascading Effect

a) Scroll down in the Builder pane to Chart Add-ons. Expand it and choose Hyperlink.

b) Configure as provided in the table above.

c) On the lower right, choose Done.

Result
When you click on a bar, you will have an option to Jump to First Page..

7. Save the story.

8. Select the H1 2019 bar and then Ctrl + Click on Jump to First Page.
Result
You are taken to Page 1 and:

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Unit 4: Manipulating Data in Stories

● A story filter is added for Order_Date_DATE

● The charts display data only for H1 2019

Task 4: Set up linked analysis for a chart

1. In Edit mode, configure linked analysis for the Sales Revenue per Product Category chart
as follows:

Table 9:
Field Value
Interactions apply to: All Widgets on the Page

a) Choose Edit.

b) Choose the Sales Revenue per Product Category chart.

c) Go to ...More Actions → More Options → Linked Analysis → Settings.

d) Configure Linked Analysis as shown above.

e) Choose Apply.

2. Save the story.

3. Filter the Sales Revenue per Product Category chart to Juice.

a) Click on Juice.

b) Choose Filter.

4. Undo the Juice filter.

a) In the ribbon choose Undo.

Task 5: Set up linked analysis for a table to filter on data point selections

1. Set up linked analysis for the P00M_PacifIca_Order_Finance table as follows:

Table 10:
Field Value

Interactions apply to: Only Selected Widgets

Settings: Filter on Data Point Selection

Select widgets from the list to link to this Choose Select Widgets and select Chart_2
widget: (the Gross Margin per Product char).

a) Highlight the P00M_PacifIca_Order_Finance table.

a) Go to ...More Actions → Linked Analysis → Settings.

b) Configure Linked Analysis as shown above.

c) Choose Apply.

2. Save the story.

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 Solution 11: Filter with Hyperlinks and Linked Analysis

3. Filter the P00M_PacifIca_Order_Finance table to China.

a) Click on the row for China.

Result
The Gross Margin per Product chart displays data only for China.

4. Undo the filter for China.

a) In the ribbon choose Undo..

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 95

 Unit 4
Exercise 12
Advanced and Cascading Filters

In this exercise, you will perform the following activities:

● Use advanced filtering
● Use cascaded filtering

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Use Advanced Filtering

1. Open your U##S_Filtering story in Edit mode.

2. Add a new responsive page.

3. Insert a table into the lane.

4. In the story filter for currency, edit the filter and select:

● CNY

● EUR

● USD

5. Filter Account to Net Revenue and remove it from the row axis.

6. Remove Version from the column axis and filter it to Actual if needed.

7. Configure the table as follows:

Table Settings Selection
Rows Entity
Columns Date
Filters: Version = Actual
Account = Net Revenue
Entity drill state Level 3
Date drill state Level 2

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 Exercise 12: Advanced and Cascading Filters

Result
The table displays entities in the rows with United States and Overseas expanded. In the
columns, 2016 to 2029 are displayed.

8. Save the story.

9. Create the following advanced filter:

Figure 10: Advanced Filter

Result
You should have the same results as in the figure Advanced Filter.

10. Save the story.

Task 3: Use cascaded filtering

1. Open your U##S_Filter_Linked_Analysis story in Edit mode.

2. Add a new canvas page to a story with a table.

3. Configure the table as follows:

Table Settings Selection
Rows Choose +Add Dimensions → Select Store
Columns Measures (default)
Filters: Measures = Price

4. Save the story.

5. Add an input control for Region and restrict it to All Members.

6. Add an input control for Location and restrict it to All Members.

7. For the Location input control, use ...More Actions to confirm that Cascading Effect is
enabled.

8. In the Region input control, select only NA then Apply Selections.

9. In the Region input control, select only APJ.

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Unit 4: Manipulating Data in Stories

Result
The location input control only displays India and Japan (and a hyperlink option to Show
Inactive Values. Here is an example:

10. Save the story.

11. Return to the Home page.

Result
You have completed this exercise.

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 Unit 4
Solution 12
Advanced and Cascading Filters

In this exercise, you will perform the following activities:

● Use advanced filtering
● Use cascaded filtering

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials provided.

Task 2: Use Advanced Filtering

1. Open your U##S_Filtering story in Edit mode.

a) From My Files open your U##S_Filtering story.

b) Choose Edit.

2. Add a new responsive page.

a) Hover in the page area and choose + Add → Add Responsive Page.

3. Insert a table into the lane.

4. In the story filter for currency, edit the filter and select:

● CNY

● EUR

● USD

a) Expose the Left Side Panel.

b) Choose the Currency filter, then Edit Filter.

c) Select only CNY, EUR, and USD.

5. Filter Account to Net Revenue and remove it from the row axis.

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Unit 4: Manipulating Data in Stories

a) In the Builder pane remove Account from the row axis.

b) In the Filter area of the Builder pane, choose Account and search for Net Revenue.
Choose OK.

6. Remove Version from the column axis and filter it to Actual if needed.
a) In the Builder pane remove Version from the column axis.

7. Configure the table as follows:

Table Settings Selection
Rows Entity
Columns Date
Filters: Version = Actual
Account = Net Revenue
Entity drill state Level 3
Date drill state Level 2

a) Configure the table as indicated above.

b) For another way to set the drill state, highlight the table and choose More

Actions. Choose Drill. Select the appropriate dimension and select the drill level.
Choose Set.

Result
The table displays entities in the rows with United States and Overseas expanded. In the
columns, 2016 to 2029 are displayed.

8. Save the story.

9. Create the following advanced filter:

Figure 10: Advanced Filter

a) In the Builder pane, choose +Add Filters → Advanced Filtering.

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 Solution 12: Advanced and Cascading Filters

b) Enter the name US for All Years, Overseas for 2017 only.

c) Under the OR condition, choose + → Dimension → Entity → All Members →

Enterprise → Select United States → OK.

d) Under Entity, choose + → AND → Include.

e) Under the AND condition, choose + → Dimension → Entity → Enterprise → Select

Overseas → OK.

f) Under the Entity Equals Overseas condition, choose + → Dimension → Date

(Member) → Select 2017 → OK

g) Choose OK.

Result
You should have the same results as in the figure Advanced Filter.

10. Save the story.

Task 3: Use cascaded filtering

1. Open your U##S_Filter_Linked_Analysis story in Edit mode.

a) From My Files open your U##S_Filter_Linked_Analysis story.

b) Choose Edit.

2. Add a new canvas page to a story with a table.

a) Hover in the page area and choose + Add → Add Canvas Page

b) Add a table from the ribbon.

3. Configure the table as follows:

Table Settings Selection
Rows Choose +Add Dimensions → Select Store
Columns Measures (default)
Filters: Measures = Price

a) Configure the table as indicated above.

4. Save the story.

5. Add an input control for Region and restrict it to All Members.

a) From the ribbon, choose Input Control.

b) Choose Dimensions → Region. Select All Members and choose OK.

c) If needed, drag the input control to the right of the table.

d) Enlarge the input control and expand the selection so that you can see all of the
regions.

6. Add an input control for Location and restrict it to All Members.

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Unit 4: Manipulating Data in Stories

a) From the ribbon, choose Input Control.

b) Choose Dimensions → Location. Select All Members and choose OK.

c) If needed, drag the input control to the right of the Region input control.

d) Enlarge the input control to the same size as the Region input control.

7. For the Location input control, use ...More Actions to confirm that Cascading Effect is
enabled.

8. In the Region input control, select only NA then Apply Selections.

9. In the Region input control, select only APJ.

Result
The location input control only displays India and Japan (and a hyperlink option to Show
Inactive Values. Here is an example:

10. Save the story.

11. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 102

 Unit 4
Exercise 13
Classic Design Filtering

Task Flow
In this exercise, you will perform the following activities:
● Create a new story
● Use filter controls
● Use canvas sections

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy an Existing Story

1. Locate the P00S_Classic_Filtering story in the Content folder.

2. Copy P00S_Classic_Filtering as follows:

Field Value
Name U##S_Classic Filtering

Description U## Classic Filtering

Task 3: Use the Control Feature

1. Open your U##S_Classic Filtering story and navigate to Page 3.

2. Switch to Edit mode. If you are prompted to enable Optimized View Mode, choose No
Thanks.

3. View filter values for the table by using Controls.

Result
The Controls panel opens on the right and displays the following:

● Story Filter: Currency (All)

● Widget Filters:

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Unit 4: Manipulating Data in Stories

- Version: Actual

- Account: Net Revenue

- ENTITY + Date: ENTITY + Date

4. Show the filter information for the ENTITY + Date filter.

5. On the upper right, choose Controls to close the Controls pane.

Task 4: Use a Canvas Section

Sections allow you to split report information into smaller, more comprehensible and
manageable parts.

1. Add a new canvas page with a Section.

2. Select a filter for ENTITY, Drill Level 3.

3. Add a chart and drag it into the canvas section.

4. Configure the chart as follows:

Setting Selection
Chart Type Distribution → Tree Map
Measures Account → Gross Sales (Use the Search op-
tion.)
Dimension (label) Product
Color
Filters

5. Save the story.

6. Switch to View mode and scroll through ENTITY.

Note:
Not Assigned has no data; continue to the next ENTITY.

7. Save the story.

8. Return to the Home page.

Result
You have completed this exercise.

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 Unit 4
Solution 13
Classic Design Filtering

Task Flow
In this exercise, you will perform the following activities:
● Create a new story
● Use filter controls
● Use canvas sections

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials above.

Task 2: Copy an Existing Story

1. Locate the P00S_Classic_Filtering story in the Content folder.

a) From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Copy P00S_Classic_Filtering as follows:

Field Value
Name U##S_Classic Filtering

Description U## Classic Filtering

a) Select the P00S_Classic_Filtering story.

b) Near the top of the page, choose Copy To.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or choose OK.

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Unit 4: Manipulating Data in Stories

Task 3: Use the Control Feature

1. Open your U##S_Classic Filtering story and navigate to Page 3.

a) Go to Files.

b) Open the U##S_Classic Filtering story. Continue through any messages.

c) Go to Page 3.

2. Switch to Edit mode. If you are prompted to enable Optimized View Mode, choose No
Thanks.

3. View filter values for the table by using Controls.

a) Click in the data table.

b) On the upper right, choose Controls.

Result
The Controls panel opens on the right and displays the following:

● Story Filter: Currency (All)

● Widget Filters:

- Version: Actual

- Account: Net Revenue

- ENTITY + Date: ENTITY + Date

4. Show the filter information for the ENTITY + Date filter.

a) To the right of the ENTITY + Date filter, choose More ... → Show filter information.

5. On the upper right, choose Controls to close the Controls pane.

Task 4: Use a Canvas Section

Sections allow you to split report information into smaller, more comprehensible and
manageable parts.

1. Add a new canvas page with a Section.

a) Hover on one of the page titles on the top left and choose +Add a New Page → Select
Canvas.

b) Choose Section.

2. Select a filter for ENTITY, Drill Level 3.

a) On the right, choose +Add Filters → Select ENTITY.

b) Hover over ENTITY and choose Level 3.

3. Add a chart and drag it into the canvas section.

a) Insert a Chart from the ribbon or ...More menu.

b) Drag it to the left so that it is under the ENTITY header.

4. Configure the chart as follows:

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 Solution 13: Classic Design Filtering

Setting Selection
Chart Type Distribution → Tree Map
Measures Account → Gross Sales (Use the Search op-
tion.)
Dimension (label) Product
Color
Filters

a) Configure the chart as provided above.

5. Save the story.

6. Switch to View mode and scroll through ENTITY.

a) On the upper right, choose View.

b) Below the tree map, use the page down scroll button to view other ENTITY's.

Note:
Not Assigned has no data; continue to the next ENTITY.

7. Save the story.

8. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 107

 Unit 4
Exercise 14
Link and Blend Data in Stories

You have similar data from multiple data sources, so you need to link and blend the data for
more flexibility in your story telling.

Task Flow
In this exercise, you will perform the following tasks:
● Copy a story
● Link finance and shipping data
● Use linked analysis on linked data
● Blend finance and shipping data
● Blend shipping and HR data

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy a story

1. Locate the P00S_Blending_Finance_Shipping_HR story in the Content folder.

2. Copy the P00S_Blending_Finance_Shipping_HR as follows:

Field Value
Name U##S_Blending_Finance_Shipping_HR

Description U## Blending Story

3. Go the Home page and open your story from Recent Stories.

Task 3: Link finance and shipping dimension data

1. Switch to Edit mode. If prompted for optimized view mode, choose No Thanks.

2. Link the Location dimension for the P00M_PacifIca_Order_Finance and

P00M_Pacifica_Shipping_Info models.

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 Exercise 14: Link and Blend Data in Stories

Table 11:
Field Value
Select a Model: P00M_PacifIca_Or­ Select a Model: P00M_Pacifica_Ship­
der_Finance ping_Info

Dimension: Location Dimension: Location

3. Save the story.

Task 4: Use linked analysis on the linked dimensions

1. Configure linked analysis for the P00M_Pacifica_Shipping_Info table as follows:

Table 12:
Field Value

Interactions apply to: Only Selected Widgets

Settings: Filter on Data Point Selection

Select widgets from the list to link to this Select All

widget:

2. Save the story.

3. Filter the P00M_Pacifica_Shipping_Info table to Switzerland.

Result
Because the Location dimensions from both data sources are linked, linked analysis from
the shipping table affects the finance table as well.

4. Remove the filter from the P00M_Pacifica_Order_Finance table.

Task 5: Blend finance and shipping data to display data from both models in one widget

1. Add the P00M_Pacifica_Shipping_Info as a linked model to the

P00M_Pacifica_Order_Finance model.
Result
Because the models already have a linked dimension, you do not need to identify the
common dimension between the models. Had you not linked the dimensions previously,
you would be prompted to identify the common dimension(s) to link the models by linking
them. Remember that the names of the linked dimensions can be different, but the data
the dimensions represent must be the same.

2. Save the story.

3. Configure the P00M_Pacifica_Order_Finance table as follows:

Table 13:
Field Value
Rows Location
Columns Measures

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Unit 4: Manipulating Data in Stories

Field Value
Filter Measure: Price, # of Orders

Result
Now the P00M_Pacifica_Order_Finance table displays Price from the
P00M_Pacifica_Order_Finance model and # of Orders from the
P00M_Pacifica_Shipping_Info model in the columns.

4. Save the story.

Task 6: Blend Shipping and HR data

1. Go to the Blend Shipping and HR page.

2. Blend the P00M_Pacifica_Shipping_Info model and HR_Employee_Salary dataset by the

Sales Manager and First_Name_Last_Name_1 dimensions in one step.

3. Add a tooltip to the chart for the dimensional data to display each sales manager's
Position (from the HR_Employee_Salary dataset).
Result
When you hover over the rectangle for a Sales Manager in the chart, the tool tip displays
their position.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 110

 Unit 4
Solution 14
Link and Blend Data in Stories

You have similar data from multiple data sources, so you need to link and blend the data for
more flexibility in your story telling.

Task Flow
In this exercise, you will perform the following tasks:
● Copy a story
● Link finance and shipping data
● Use linked analysis on linked data
● Blend finance and shipping data
● Blend shipping and HR data

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the provided credentials.

Task 2: Copy a story

1. Locate the P00S_Blending_Finance_Shipping_HR story in the Content folder.

a) From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Copy the P00S_Blending_Finance_Shipping_HR as follows:

Field Value
Name U##S_Blending_Finance_Shipping_HR

Description U## Blending Story

a) Select the P00S_Blending_Finance_Shipping story.

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Unit 4: Manipulating Data in Stories

b) Near the top of the page, choose Copy To.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter or choose OK.

3. Go the Home page and open your story from Recent Stories.

Task 3: Link finance and shipping dimension data

1. Switch to Edit mode. If prompted for optimized view mode, choose No Thanks.
a) On the upper right, choose Edit.

b) If prompted for optimized view mode, choose No Thanks.

2. Link the Location dimension for the P00M_PacifIca_Order_Finance and

P00M_Pacifica_Shipping_Info models.

Table 11:
Field Value
Select a Model: P00M_PacifIca_Or­ Select a Model: P00M_Pacifica_Ship­
der_Finance ping_Info

Dimension: Location Dimension: Location

a) Highlight the P00M_PacifIca_Order_Finance table and select the Designer button to

access the Builder pane.

b) In the Builder pane, choose Linked Dimensions.

c) Create the linked definition as shown above.

d) Choose Set and then Done.

3. Save the story.

Task 4: Use linked analysis on the linked dimensions

1. Configure linked analysis for the P00M_Pacifica_Shipping_Info table as follows:

Table 12:
Field Value

Interactions apply to: Only Selected Widgets

Settings: Filter on Data Point Selection

Select widgets from the list to link to this Select All

widget:

a) Highlight the P00M_Pacifica_Shipping_Info table.

a) Go to . . . More Actions → Linked Analysis.

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 Solution 14: Link and Blend Data in Stories

b) Configure Linked Analysis as shown above.

c) Choose Apply.

2. Save the story.

3. Filter the P00M_Pacifica_Shipping_Info table to Switzerland.

a) Click on the row for Switzerland.

Result
Because the Location dimensions from both data sources are linked, linked analysis from
the shipping table affects the finance table as well.

4. Remove the filter from the P00M_Pacifica_Order_Finance table.

a) In the P00M_Pacifica_Shipping_Info table, click on the Location row header.

Task 5: Blend finance and shipping data to display data from both models in one widget

1. Add the P00M_Pacifica_Shipping_Info as a linked model to the

P00M_Pacifica_Order_Finance model.
a) Select the P00M_Pacifica_Order_Finance table.

b) In the Builder pane, choose +Add Linked Models.

c) Select P00M_PacifIca_Shipping_Info then click outside the selection dialog.

Result
Because the models already have a linked dimension, you do not need to identify the
common dimension between the models. Had you not linked the dimensions previously,
you would be prompted to identify the common dimension(s) to link the models by linking
them. Remember that the names of the linked dimensions can be different, but the data
the dimensions represent must be the same.

2. Save the story.

3. Configure the P00M_Pacifica_Order_Finance table as follows:

Table 13:
Field Value
Rows Location
Columns Measures
Filter Measure: Price, # of Orders

a) In the Columns, choose +Add Dimensions → P00M_Pacifica_Shipping_Info. Select

Measures. Price and several measures from shipping appear in the columns.

b) In the Columns, hover on Measures and choose Filter → P00M_Pacifica_Shipping_Info.

Select only # of Orders.

c) Choose OK.

Result
Now the P00M_Pacifica_Order_Finance table displays Price from the
P00M_Pacifica_Order_Finance model and # of Orders from the
P00M_Pacifica_Shipping_Info model in the columns.

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Unit 4: Manipulating Data in Stories

4. Save the story.

Task 6: Blend Shipping and HR data

1. Go to the Blend Shipping and HR page.

2. Blend the P00M_Pacifica_Shipping_Info model and HR_Employee_Salary dataset by the

Sales Manager and First_Name_Last_Name_1 dimensions in one step.
a) Select the chart.

b) In the Builder pane, choose +Add Linked Models then Create Model Link.

c) On the right of the dialog box, choose Select a model from the drop-down and then Add
model ....

d) In the Select Model dialog, choose Select other model ....

e) Browse to Public → SACS21_37 → Content.

f) Choose the HR_Employee_Salary dataset.

g) Link on the following dimensions for each table:

Field Value
Select a Model: P00M_Pacifica_Ship­ Select a Model: HR_Employee_Salary
ping_Info

Dimension: Sales Manager Dimension:

First_Name_Last_Name_1 . . . .

h) Click Set.

3. Add a tooltip to the chart for the dimensional data to display each sales manager's
Position (from the HR_Employee_Salary dataset).
a) In the Builder pane, to the right of the Chart Structure, choose . . . (Add/Remove chart
components) → Add Tooltip → Dimension.

b) Under Tooltip Dimensions, choose +Add Dimension → HR_Employee_Salary. Select

Position.

Result
When you hover over the rectangle for a Sales Manager in the chart, the tool tip displays
their position.

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 Solution 14: Link and Blend Data in Stories

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 115

 Unit 4
Exercise 15
Create Measure Calculations

In this exercise, you will perform the following tasks:

● Create the GM % of revenue measure
● Create a restricted measure
● Create a YTD measure
● Add a Difference From measure
● Use an aggregation calculation
● Add a calculated measure with a mark up

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Create Calculations in a Story

1. Locate the P00S_Calculation story in the SACS21 Content folder in the Public area.

2. Copy the story as follows:

Field Value
Name U##S_Calculations

Description U## Story with Calculations

3. Go to My Files and open the U##S_Calculations story in edit mode.

4. Go to the GM % of Rev page.

Task 2: Create the GM % of Rev Measure

1. Highlight the table and use the Right Side Panel button in the View area of the ribbon to
access the Builder pane.

2. Add the following calculation for measures:

Field Value
Type: Calculated Measure Name: GM % of Rev

Formula: Gross_Margin / Sales_Revenue

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 Exercise 15: Create Measure Calculations

Field Value
(The system will add the model as a prefix:)
["PACIFICA_ORDER_FI­
NANCE":Gross_Margin]/["PA­
CIFICA_ORDER_FI‐
NANCE":Sales_Revenue] (do
not type this in)

Result
The new measure appears in the columns.
Product Sales Rev Gross Mar GM % of Rev
Cola 199854350 63512185 0.32
...

3. Format the new measure as follows (deselect Use unit of underlying measure first).

Field Value

Use unit of underlying measure (This

option is at the bottom of the dialog but
must be done before changing the Scale.)
Scale Percentage
Scale Formatting
Decimal Places 1
Show Sign As Default
Unit %

Result
The new measure is now in percentage terms with one decimal.

4. Save the story from the ribbon or press Ctrl+S.

Task 3: Create a Restricted Measure

1. Go to the Restricted Measure page. Select the table so that the Builder pane is populated
on the right.

2. Add the following restriction for measures:

Field Value
Type: Restricted Measure Name: German Revenue

Measure: Sales Revenue

Dimension: Location Value or Input Controls: In the drop down

choose Select by Member. Select Germany.

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Unit 4: Manipulating Data in Stories

Field Value

Enable Constant Selection

Result
The new measure appears in the columns.
Product Sales Rev Gross Mar German Revenue
Cola 199854350 63512185 86835076.7

3. Save the story.

Task 4: Create a YTD Running Total Measure

1. Go to the YTD Measure page. Select the table so that the Builder pane is populated on the
right.

2. Add the following restricted measure:

Field Value
Type: Restricted Account Name: YTD Running Total

Account: Operating Income (Use the

Search option.)
Dimension: Date Value or Input Controls: To Date (run­
ning total) > Year to Date

Enable Constant Selection

Result
The new measure appears in the columns.

3. Format the YTD measure as follows:

Field Value
Scale Millions

Scale Formatting Default

Decimal Places 2

Show Sign As Default

Unit $

Use unit of underlying measure

Result
The new measure now is in millions with two decimals.

4. Save the story.

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 Exercise 15: Create Measure Calculations

Task 5: Add a Difference From Measure

1. In the YTD Measure page add the following Difference From measure.
Field Value
Type: Difference From Name: Diff vs Prev Period

Account: Operating Income (use the Time Dimension: Date

search field)
Compare (A) Current Time Interval

To (B) Previous 'N' Time Intervals Nth Period: 1

Show Values for All Time Levels

Set No Data as Zero

Calculate as Percentage

Absolute Base Value (this option will ap- Divide By: To Value (B)
pear when you select Calculate as Percent-
age)

Result
The new measure appears in the columns starting with February of the 1st year.

2. Save the story.

Task 6: Create a Calculation and Ranking

Add two calculations:
● Adjust sales values with a static factor.
● Add a ranking to the table.

1. Go to the Calculated Op Income page. Select the table so that the Builder pane is
populated on the right.

2. Add a calculated measure called Calculated Op Income.

3. Add the following formula and choose OK: (do not type everything … use auto-complete)
["U00M_Op_Income":H100000]*0.7

The new calculated measure is added to the table.

4. Format the new measure as follows:

Table 14:
Field Value
Scale Millions
Scale Formatting Default
Decimal Places 2

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Unit 4: Manipulating Data in Stories

Field Value
Show Sign As Default
Unit $

Use unit of underlying measure

Result
The new measure is now in millions with two decimals.

5. Add a column to display the percentage difference between the operating income and the
calculated op income.

6. Add a column to highlight the rank for sales values for each category.
A new Rank Number column is added.

7. Save the story from the ribbon or press Ctrl+S.

Task 7: Use an Aggregation Calculation

1. Go to AVG Op Income per Month page and select the table.

2. Add the following calculation:

Field Value
Type: Aggregation Name: Avg Monthly Op Income

Operation: Average Account: Operating Income (use the

field search)
Aggregation Dimensions: Date

Use conditional aggregation

Result
The new measure appears in the columns. As an example, the monthly average for 2020
is around 86.2.
Date Op. Inc. Avg. Mon. Op. Inc.
2016 150 80
2017 659 54
2018 912 76
2019 1431 119
2020 1034 86.2
...

3. Save the story.

4. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 120

 Unit 4
Solution 15
Create Measure Calculations

In this exercise, you will perform the following tasks:

● Create the GM % of revenue measure
● Create a restricted measure
● Create a YTD measure
● Add a Difference From measure
● Use an aggregation calculation
● Add a calculated measure with a mark up

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials above.

Create Calculations in a Story

1. Locate the P00S_Calculation story in the SACS21 Content folder in the Public area.
a) Choose .

b) Go to Public → SACS21_37 → Content.

2. Copy the story as follows:

Field Value
Name U##S_Calculations

Description U## Story with Calculations

a) Select the P00S_Calculation story.

b) Choose .

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Unit 4: Manipulating Data in Stories

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

3. Go to My Files and open the U##S_Calculations story in edit mode.

4. Go to the GM % of Rev page.

Task 2: Create the GM % of Rev Measure

1. Highlight the table and use the Right Side Panel button in the View area of the ribbon to
access the Builder pane.

2. Add the following calculation for measures:

Field Value
Type: Calculated Measure Name: GM % of Rev

Formula: Gross_Margin / Sales_Revenue

(The system will add the model as a prefix:)
["PACIFICA_ORDER_FI­
NANCE":Gross_Margin]/["PA­
CIFICA_ORDER_FI‐
NANCE":Sales_Revenue] (do
not type this in)

a) On the right, in the Builder panel choose Measures in the Column axis.

b) Go to the ...More menu, and choose Add Calculation. Add the data from the table
above.

c) In the formula editor, enter GR and choose Gross_Margin.

d) Enter /.

e) In the formula editor, enter SA and choose Sales_Revenue.

f) On the lower left, choose Format. This will validate the formula.

g) Choose OK.

Result
The new measure appears in the columns.
Product Sales Rev Gross Mar GM % of Rev
Cola 199854350 63512185 0.32
...

3. Format the new measure as follows (deselect Use unit of underlying measure first).

Field Value

Use unit of underlying measure (This

option is at the bottom of the dialog but
must be done before changing the Scale.)
Scale Percentage

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 Solution 15: Create Measure Calculations

Field Value
Scale Formatting
Decimal Places 1
Show Sign As Default
Unit %

a) In the Columns (in the Builder panel on the right), select the drop down next to 1 Story
Calculations.

b) Hover on GM % of Rev and choose Edit Formatting Options.

c) Edit as provided and choose OK.

Result
The new measure is now in percentage terms with one decimal.

4. Save the story from the ribbon or press Ctrl+S.

Task 3: Create a Restricted Measure

1. Go to the Restricted Measure page. Select the table so that the Builder pane is populated
on the right.

2. Add the following restriction for measures:

Field Value
Type: Restricted Measure Name: German Revenue

Measure: Sales Revenue

Dimension: Location Value or Input Controls: In the drop down

choose Select by Member. Select Germany.

Enable Constant Selection

a) Highlight the table and in the Builder panel on the right, choose Measures in the
Column axis.

b) Go to the ...More menu and choose Add Calculation.

c) Configure as shown in the above table.

d) Choose OK.

e) Widen the table if needed.

Result
The new measure appears in the columns.
Product Sales Rev Gross Mar German Revenue
Cola 199854350 63512185 86835076.7

3. Save the story.

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Unit 4: Manipulating Data in Stories

Task 4: Create a YTD Running Total Measure

1. Go to the YTD Measure page. Select the table so that the Builder pane is populated on the
right.

2. Add the following restricted measure:

Field Value
Type: Restricted Account Name: YTD Running Total

Account: Operating Income (Use the

Search option.)
Dimension: Date Value or Input Controls: To Date (run­
ning total) > Year to Date

Enable Constant Selection

a) Choose Account in the Columns.

b) Go to the More menu and choose Add Calculation.

c) Configure as shown in the above table.

d) Choose OK.

Result
The new measure appears in the columns.

3. Format the YTD measure as follows:

Field Value
Scale Millions

Scale Formatting Default

Decimal Places 2

Show Sign As Default

Unit $

Use unit of underlying measure

a) In the Columns, choose the drop down next to 1 Story Calculations.

b) Hover on YTD Measure and choose Edit Formatting Options .

c) Edit as provided and choose OK.

Result
The new measure now is in millions with two decimals.

4. Save the story.

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 Solution 15: Create Measure Calculations

Task 5: Add a Difference From Measure

1. In the YTD Measure page add the following Difference From measure.
Field Value
Type: Difference From Name: Diff vs Prev Period

Account: Operating Income (use the Time Dimension: Date

search field)
Compare (A) Current Time Interval

To (B) Previous 'N' Time Intervals Nth Period: 1

Show Values for All Time Levels

Set No Data as Zero

Calculate as Percentage

Absolute Base Value (this option will ap- Divide By: To Value (B)
pear when you select Calculate as Percent-
age)

a) Choose Account in the Column axis.

b) Go to the More menu and choose Add Calculation.

c) Configure as shown in the above table.

d) Choose OK.

Result
The new measure appears in the columns starting with February of the 1st year.

2. Save the story.

Task 6: Create a Calculation and Ranking

Add two calculations:
● Adjust sales values with a static factor.
● Add a ranking to the table.

1. Go to the Calculated Op Income page. Select the table so that the Builder pane is
populated on the right.

2. Add a calculated measure called Calculated Op Income.

a) In the columns, choose ...(More) next to Account and select Add Calculation.

b) In the Type field, choose Calculated Account and enter the name Calculated Op
Income.

3. Add the following formula and choose OK: (do not type everything … use auto-complete)
["U00M_Op_Income":H100000]*0.7

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Unit 4: Manipulating Data in Stories

a) In the Calculation Editor, enter H10 to see the list of available measures that can be
used in the calculation. Select the H100000 Operating Income account.

b) Enter *.

c) Enter 0.7.

d) Choose OK.

The new calculated measure is added to the table.

4. Format the new measure as follows:

Table 14:
Field Value
Scale Millions
Scale Formatting Default
Decimal Places 2
Show Sign As Default
Unit $

Use unit of underlying measure

a) Highlight the table. In the Builder pane under Columns, select the drop down next to 1
Story Calculations.

b) Hover on Calculated Op Income and choose Edit Formatting Options .

c) Edit as provided and choose OK.

Result
The new measure is now in millions with two decimals.

5. Add a column to display the percentage difference between the operating income and the
calculated op income.
a) Select the Operating Income column header. Hold the left mouse button and select the
Calculated Op Income column header (or press the Ctrl key and select both column
headers).
Right-click on the column headers and choose Add client calculation → Percentage
Difference → Single.
Result
A new column is added to the table showing the percentage difference between the
sales value and the calculated op income.

6. Add a column to highlight the rank for sales values for each category.
a) Right-click on the Operating Income column header.

b) Choose Add client calculation → Rank Number → Single.

A new Rank Number column is added.

7. Save the story from the ribbon or press Ctrl+S.

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 Solution 15: Create Measure Calculations

Task 7: Use an Aggregation Calculation

1. Go to AVG Op Income per Month page and select the table.

2. Add the following calculation:

Field Value
Type: Aggregation Name: Avg Monthly Op Income

Operation: Average Account: Operating Income (use the

field search)
Aggregation Dimensions: Date

Use conditional aggregation

a) Choose Account in the Column axis (in the Builder pane on the right).

b) Go to the More menu and choose Add Calculation.

c) Add the data from the table above.

d) Choose OK.

Result
The new measure appears in the columns. As an example, the monthly average for 2020
is around 86.2.
Date Op. Inc. Avg. Mon. Op. Inc.
2016 150 80
2017 659 54
2018 912 76
2019 1431 119
2020 1034 86.2
...

3. Save the story.

4. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 127

 Unit 4
Exercise 16
Create Dimension Calculations

In this exercise, you will perform the following tasks:

● Add a calculated dimension
● Create a measure-based dimension

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Open an existing story

1. Open your U##S_Calculations story in Edit mode.

Task 2: Add a Calculated Dimension

1. Go to the Calculated Dimension page. Select the table so that the Builder pane is
populated on the right.

2. Add the following calculated dimension in the Rows:

Field Value
Type: Calculated Dimension Entity & Product

Formula: Entity+' '+Product

(The system will add the model as a prefix:)

[d/"U00M_Op_Income":ENTI­
TY]+' '+[d/"U00M_Op_In­
come":PRODUCT]

Result
The concatenated values for entity and product now appear as one column.

3. Remove Entity and Product from the rows.

Result
Date Entity & Product Operating Income ...
Jan 2020 Northeast No Prod- -16.90
uct
Jan 2020 Northeast Athletic 0.61
Shirts

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 Exercise 16: Create Dimension Calculations

Date Entity & Product Operating Income ...

Jan 2020 Northeast Athletic -1.02
Shorts
...

4. Save the story.

Task 3: Create a Measure-Based Dimension

1. Go to the Profit Level page. Select the chart so that the Builder pane appears on the right.

2. Add the following measure-based dimension:

Field Value
Type: Measure­Based Dimension Name: Profit Level

Measure Gross Margin

Use measure values as dimension

members
Member Name: Measure Values:

Low Lower bound < 2000000

Choose +Add a Member and enter: High 2000000 < Upper bound

Dimension Context:
Store (de-select Location if needed)

Filter Context
Dimensions

Result
Profit Level is now in the Dimensions axis.

3. Drag Profit Level into the dimension area for Color.

Result
The chart displays different colors depending on the profit level and is pre-sorted.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

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 Unit 4
Solution 16
Create Dimension Calculations

In this exercise, you will perform the following tasks:

● Add a calculated dimension
● Create a measure-based dimension

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged on.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the credentials above.

Open an existing story

1. Open your U##S_Calculations story in Edit mode.

a) Go to My Files and open the U##S_Calculations story in edit mode.

b) Choose Edit.

Task 2: Add a Calculated Dimension

1. Go to the Calculated Dimension page. Select the table so that the Builder pane is
populated on the right.

2. Add the following calculated dimension in the Rows:

Field Value
Type: Calculated Dimension Entity & Product

Formula: Entity+' '+Product

(The system will add the model as a prefix:)

[d/"U00M_Op_Income":ENTI­
TY]+' '+[d/"U00M_Op_In­
come":PRODUCT]

a) In the Rows axis, choose + Add Dimensions.

b) Choose + Create Calculated Dimension.

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 Solution 16: Create Dimension Calculations

c) Configure as shown above.

d) In the formula editor, enter EN and choose Entity.

e) Enter +' '+.

f) In the formula editor, enter PR and choose Product.

g) Choose OK.

Result
The concatenated values for entity and product now appear as one column.

3. Remove Entity and Product from the rows.

Result
Date Entity & Product Operating Income ...
Jan 2020 Northeast No Prod- -16.90
uct
Jan 2020 Northeast Athletic 0.61
Shirts
Jan 2020 Northeast Athletic -1.02
Shorts
...

4. Save the story.

Task 3: Create a Measure-Based Dimension

1. Go to the Profit Level page. Select the chart so that the Builder pane appears on the right.

2. Add the following measure-based dimension:

Field Value
Type: Measure­Based Dimension Name: Profit Level

Measure Gross Margin

Use measure values as dimension

members
Member Name: Measure Values:

Low Lower bound < 2000000

Choose +Add a Member and enter: High 2000000 < Upper bound

Dimension Context:
Store (de-select Location if needed)

Filter Context
Dimensions

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Unit 4: Manipulating Data in Stories

a) In the Dimensions, choose +Add Dimension.

b) Choose +Add Calculated Dimension.

c) Configure as shown above.

d) Choose OK.

Result
Profit Level is now in the Dimensions axis.

3. Drag Profit Level into the dimension area for Color.

Result
The chart displays different colors depending on the profit level and is pre-sorted.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 132

 Unit 4
Exercise 17
Create Table Formulas

You need to add a table-specific calculation.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Add a table formula for % of gross sales by product
● Add a table formula for % variance

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy an Existing Story

1. Locate the P00S_TableFormulas story in the Public folder for the SACS21 Content.

2. Copy P00S_TableFormulas as follows:

Field Value
Name U##S_TableFormulas

Description U## Table Formula Story

3. Open the U##_TableFormulas story in Edit mode.

Task 3: Add a Table Formula for % of Gross Sales by Product

You want to calculate % of Gross Sales by Product. When the result is 1, display a '-'.

1. Add a new column and name it as follows:

Name of new column
% of Gross Sales

2. Display the formula bar, and add the following table formula:
Table Formula
=if(C2/C$4=1,"­",C2/C$4)

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Unit 4: Manipulating Data in Stories

Result
There are some calculated values in the rows but they are = +0.00. The format needs to
be changed.

Note:
The table formula is processing the values in the column as an array (that is, in
a relative manner).
● The third column is column C.
● The column headers are in row 2.
● The denominator (Gross Sales) is in cell C4, the Gross Sales for Product
Group.

3. Format the % of Gross Sales column as follows:

Field Value

Use unit of underlying measure (This

option is at the bottom of the dialog but
must be done before changing the Scale.)

Use number formatting of data cells

Scale Percentage
Scale Formatting Default
Decimal Places 1

Show Sign As Default

Unit %

Result
The calculations that were +0.00 are now in the #.#% format.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 134

 Unit 4
Solution 17
Create Table Formulas

You need to add a table-specific calculation.

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Add a table formula for % of gross sales by product
● Add a table formula for % variance

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the provided credentials.

Task 2: Copy an Existing Story

1. Locate the P00S_TableFormulas story in the Public folder for the SACS21 Content.

a) From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Copy P00S_TableFormulas as follows:

Field Value
Name U##S_TableFormulas

Description U## Table Formula Story

a) Select the P00S_TableFormulas story.

b) Near the top of the page, choose Copy To.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter.

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Unit 4: Manipulating Data in Stories

3. Open the U##_TableFormulas story in Edit mode.

a) Use the Navigation Bar to return to the Home page.

b) From Recent Stories, open the U##_TableFormulas story.

c) Switch to Edit mode.

Task 3: Add a Table Formula for % of Gross Sales by Product

You want to calculate % of Gross Sales by Product. When the result is 1, display a '-'.

1. Add a new column and name it as follows:

Name of new column
% of Gross Sales

a) Right-click on 2027.

b) Choose Add Column → Single.

c) Double-click on the blank column header and enter the name provided above.

d) Press Enter.

2. Display the formula bar, and add the following table formula:
Table Formula
=if(C2/C$4=1,"­",C2/C$4)

a) In the Tools area of the ribbon, go to More... and select Formula Bar.

b) Ensure the new column header is selected.

c) In the formula bar on the upper left, select the large T (text) in order to switch the input
mode to a formula (fx).

d) Enter the formula provided above.

e) Press Enter.

Result
There are some calculated values in the rows but they are = +0.00. The format needs to
be changed.

Note:
The table formula is processing the values in the column as an array (that is, in
a relative manner).
● The third column is column C.
● The column headers are in row 2.
● The denominator (Gross Sales) is in cell C4, the Gross Sales for Product
Group.

3. Format the % of Gross Sales column as follows:

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 Solution 17: Create Table Formulas

Field Value

Use unit of underlying measure (This

option is at the bottom of the dialog but
must be done before changing the Scale.)

Use number formatting of data cells

Scale Percentage
Scale Formatting Default
Decimal Places 1

Show Sign As Default

Unit %

a) Select the table. If necessary, open the Right Side Panel.

b) In the Columns (in the Builder pane on the right), select the drop down under Date: 1
Story Calculations.

c) Hover on % Gross of Sales and choose Edit Formatting Options .

d) Edit as provided and choose OK.

Result
The calculations that were +0.00 are now in the #.#% format.

4. Save the story.

5. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 137

 Unit 5
Exercise 18
Create a Landing Page

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Use story preferences
● Use the RSS Reader widget
● Inset point charts to display the most important KPIs

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

Task 2: Copy an Existing Story

1. Locate the P00S_BI_Landing story in the public folder for the SACS21 content.

2. Copy P00S_BI_Landing as follows:

Field Value
Name U##S_BI_Landing

Description U## Story with a Landing Page

Task 3: Set the Story Preferences

1. Open the U##S_BI_Landing story in Edit mode.

2. Set the story preferences as follows:

Field Value
Responsive Pages Page Background - Color Light Gray

Lane Background - Color Light Blue

Charts / Geo Default Tile Background: Light Yellow

Default Tile Border: All Borders

Header Default Tile Background: Light Gray

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 Exercise 18: Create a Landing Page

Field Value
Text Type: Header 1

Input Controls Input Control: Default Tile Background

(Collapse & Expanded): Light Yellow

Default Tile Border: All Borders

Text Default Tile Background: Light Yellow

Default Text: Arial | Blue

Default Tile Border: All Borders

3. Save the story.

Task 4: Create a New Page

1. Create a new responsive page.

2. Rename Page 3 to Overview.

3. Change the title of the left lane to XYZ Corp.

4. Drag the Overview page to the far left so that it is the first page in the story.

Task 5: Add an RSS Reader

1. Add an RSS Reader to the right lane.

2. Configure the RSS Reader as follows:

Field Value
Feeds Choose +Add Another RSS URL
Title CNBC

RSS URL https://www.cnbc.com/id/20409666/device/rss/

rss.html?x=1

3. Format the RSS Reader as follows. Widen the widget so that it takes up most of the lane
width.
Field Value
Background Color Light Yellow

Border All Borders

4. Change the title of the right lane to News Feed.

5. Save the story.

Task 6: Add a logo

1. Add an image with the SAP logo.

2. Configure the image with the SAP logo from your course files.

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Unit 5: Applying Best Practices and Guidelines

Result
When you click on the logo in the SAP Image Library, it appears in the image widget on the
left.

3. Shrink the size of the logo as much as possible. Position on the upper left.

4. Save the story.

Task 7: Add KPI Widgets

1. Add a chart to the left lane under the navigation hyperlink.

2. Use the P00M_PacifIca_Order_Finance model.

3. Configure the gross margin point chart as follows:

Field Value
Chart Type Numeric Point
Measure: Primary Values Gross Margin
Number Format → Scale Million

4. Add and configure a new point chart for sales revenue as follows. Position it below the
Gross Margin chart.
Field Value
Chart Type Numeric Point
Measure: Primary Values Sales Revenue
Number Format → Scale Million

You can see a sample result below. Your formatting may vary.

Figure 11: Landing Page Result

5. Save the story.

6. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 140

 Unit 5
Solution 18
Create a Landing Page

Task Flow
In this exercise, you will perform the following tasks:
● Copy an existing story
● Use story preferences
● Use the RSS Reader widget
● Inset point charts to display the most important KPIs

Task 1: Log on to SAP Analytics Cloud

1. Log on to SAP Analytics Cloud. Go to the next task if you are already logged in.

● User: A## or B##.

## is your 2-digit group number, and the letter is what your instructor assigned to you.

● Password: Welcome1.

a) From your training remote desktop, launch Google Chrome.

b) Enter the URL (provided by your instructor) for the SAC tenant you will use in class.

c) Your instructor has assigned you to a group, either A or B, and also given you a 2-digit
group number. Log on to SAP Analytics Cloud using the provided credentials.

Task 2: Copy an Existing Story

1. Locate the P00S_BI_Landing story in the public folder for the SACS21 content.

a) From the Navigation Bar choose Files → Public → SACS21_37 → Content.

2. Copy P00S_BI_Landing as follows:

Field Value
Name U##S_BI_Landing

Description U## Story with a Landing Page

a) Select the P00S_BI_Landing story.

b) Near the top of the page, choose Copy To.

c) Choose My Files from the upper left corner of the dialog box and enter the information
as shown in the preceding table.

d) Press Enter.

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Unit 5: Applying Best Practices and Guidelines

Task 3: Set the Story Preferences

1. Open the U##S_BI_Landing story in Edit mode.

a) Use the Navigation Bar to return to the Home page.

b) From Recent Stories, open the U##S_BI_Landing story.

c) Switch to Edit mode.

2. Set the story preferences as follows:

Field Value
Responsive Pages Page Background - Color Light Gray

Lane Background - Color Light Blue

Charts / Geo Default Tile Background: Light Yellow

Default Tile Border: All Borders

Header Default Tile Background: Light Gray

Text Type: Header 1

Input Controls Input Control: Default Tile Background

(Collapse & Expanded): Light Yellow

Default Tile Border: All Borders

Text Default Tile Background: Light Yellow

Default Text: Arial | Blue

Default Tile Border: All Borders

a) In the ribbon, choose . . . More → Theme.

b) Hover over Preferences and choose Preferences to edit them.

c) Configure as shown above.

d) Choose Save and Apply.

3. Save the story.

Task 4: Create a New Page

1. Create a new responsive page.

a) To the right of the Financials page choose + Add → Add Responsive Page.

2. Rename Page 3 to Overview.

a) Hover on Page 3.

b) Choose Edit Title from the drop down.

c) Type Overview and press Enter.

3. Change the title of the left lane to XYZ Corp.

4. Drag the Overview page to the far left so that it is the first page in the story.

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 Solution 18: Create a Landing Page

Task 5: Add an RSS Reader

1. Add an RSS Reader to the right lane.

a) Highlight the right lane.

b) In the Insert area of the ribbon, choose +Add → Others → RSS Reader.

2. Configure the RSS Reader as follows:

Field Value
Feeds Choose +Add Another RSS URL
Title CNBC

RSS URL https://www.cnbc.com/id/20409666/device/rss/

rss.html?x=1

a) Choose +Add Another RSS URL.

b) Configure as shown in the table above.

3. Format the RSS Reader as follows. Widen the widget so that it takes up most of the lane
width.
Field Value
Background Color Light Yellow

Border All Borders

a) Highlight the RSS Reader.

b) On the upper right, choose Styling.

c) Format as shown above.

d) Widen the widget so that it takes up most of the lane.

4. Change the title of the right lane to News Feed.

5. Save the story.

Task 6: Add a logo

1. Add an image with the SAP logo.

a) Highlight the left lane.

b) In the Insert area of the ribbon choose +Add → Others → Image.

2. Configure the image with the SAP logo from your course files.
a) On the Builder pane on the right, choose +Add Image.

b) Go to WDFLBMT7086 → Application (N) → SAC → SACS21

c) Highlight SAP_Logo.jpg and choose Open.

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Unit 5: Applying Best Practices and Guidelines

Result
When you click on the logo in the SAP Image Library, it appears in the image widget on the
left.

3. Shrink the size of the logo as much as possible. Position on the upper left.

4. Save the story.

Task 7: Add KPI Widgets

1. Add a chart to the left lane under the navigation hyperlink.

a) Highlight the left lane.

b) Add a chart from the ribbon or use the ...More menu.

2. Use the P00M_PacifIca_Order_Finance model.

a) In the Builder pane, is the data source P00M_PacifIca_Order_Finance?

b) If not, choose Change Primary Model → Select P00M_PacifIca_Order_Finance →

OK.

3. Configure the gross margin point chart as follows:

Field Value
Chart Type Numeric Point
Measure: Primary Values Gross Margin
Number Format → Scale Million

a) Configure the chart as shown above.

b) Under Primary Values, choose +At Least 1 Measure Required → Select Gross Margin.

c) Go to Styling on the upper right to set the scaling.

4. Add and configure a new point chart for sales revenue as follows. Position it below the
Gross Margin chart.
Field Value
Chart Type Numeric Point
Measure: Primary Values Sales Revenue
Number Format → Scale Million

a) Copy the Gross Margin point chart.

b) Configure the new chart as shown above.

c) Under Primary Values, choose +At Least 1 Measure Required → Select Sales Revenue.

d) Go to Styling on the upper right to set the scaling.

You can see a sample result below. Your formatting may vary.

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 Solution 18: Create a Landing Page

Figure 11: Landing Page Result

5. Save the story.

6. Return to the Home page.

Result
You have completed this exercise.

© Copyright. All rights reserved. 145