Hands-On Intelligent Decisions with SAP
Analytics Cloud
BI Script
PUBLIC
Iryna Nosan
SAP Analytics Solution Specialist
BEFORE YOU START
SAP Analytics Cloud currently requires Google Chrome. Within Chrome you need to disable Third-Party cookies in
Settings:
• Type “third” in search box and then click Content settings
• Unselect “Block third-party cookies and site data”
System URL, Username and Password will be provided prior or during the session.
2|Page
TABLE OF CONTENTS
EXERCISE 1 – LOG IN ............................................................................................................................................ 4
EXERCISE 2 – IMPORT DATA, EXPLORATION AND CREATING YOUR FIRST STORY ......... 5
EXERCISE 3 – FILTERS, INPUT CONTROLS & LINKED ANALYSIS ............................................. 20
EXERCISE 4 – ADVANCED: CALCULATIONS (OPTIONAL)................................................................ 37
EXERCISE 5 – ADVANCED: GEO ENRICHMENT (OPTIONAL).......................................................... 42
EXERCISE 6 – SETTING THRESHOLDS AND VARIANCES ................................................................ 48
EXERCISE 7 – AUGMENTED ANALYTICS: SMART ASSIST FEATURES ..................................... 56
EXERCISE 8 – COLLABORATION ................................................................................................................... 60
3|Page
EXERCISE 1 – LOG IN
Explanation Screenshot
Launch Analytics Cloud in Chrome
You will receive the login URL along
with your assigned username and
password ahead of time.
Analytics Cloud will prompt you with
tooltips to help guide you through the
application. You may find it
distracting. To turn these off:
Click the question mark on the top
right of your window
Click the toggle off for ‘Guided
Page Tips’
4|Page
EXERCISE 2 – IMPORT DATA, EXPLORATION AND CREATING YOUR FIRST
STORY
1. Drag and drop the dataset
into “Prepare Model” Box
2. Select the Sales Agent
First Name column first
3. While holding down Ctrl,
select Sales Agent Second
Name column
4. Click on the transformations
and select the suggested
‘Concatenate columns with “
“’function
5|Page
5. Double-click on the newly
created column name and
rename it to “Sales Agent”.
6. Hit ‘Enter’.
7. Under Actions section in the
toolbar, select “Geo
Enrichment”. Choose the
‘Coordinates’ Option.
6|Page
8. Select ‘Country’ dimension
under Location ID
7|Page
9. Select ‘Create’
10. Delete ‘Longitude’ and
‘Latitude’ dimension
columns
8|Page
11. On the right-hand side
panel, select the Transform
Log to see your latest
changes
12. Under Mode section in the
toolbar, select ‘Data
Exploration’
13. Select the Order Value
measure from the Measures
column
9|Page
14. Click on the Show
Dimensions Add icon and
check the ‘Show All’ box
15. Select the ‘Customer Status’
dimension by clicking on the
column header
16. Deselect ‘Customer Status’
dimension and select
‘Product’
10 | P a g e
17. Click the ‘Copy to New
Responsive Page’ to move
the chart to the dashboard
page
18. Select Add icon from the
toolbar and choose ‘Shape’
or “Clock”
19. Select the bar chart and
move it to the lane on the
right
11 | P a g e
20. Select the left edge of the
right lane and drag it to the
left to resize the lane
21. Grab and drag the bottom
right corner of the bar chart
to make it larger
22. Add a table from the Insert
section of the toolbar
12 | P a g e
23. In the builder panel, select
add measure/dimension
under row. Select Order ID
dimension
13 | P a g e
24. Hover over the Account
Column
25. Select the filter icon on the
Accounts Column and select
All Members
26. Click OK
14 | P a g e
27. Close the Builder Panel by
selecting the ‘Designer’
28. Select the lane and click on
the add icon
29. Choose ‘Add lane above’
30. Select the top lane
31. Add a new chart by selecting
the chart icon under ‘Insert’
section of the toolbar
32. Add a measure to the chart
and select ‘Units Sold’
15 | P a g e
33. Switch the chart type to
numeric point chart under
‘Indicator’ chart group
34. Open more actions via the
chart quick actions bar
35. Hover over the Show/Hide
options
36. Deselect Chart Title and
Chart details
16 | P a g e
37. Copy the chart with the Ctrl
+ C shortcut or by using the
copy/paste actions from the
chart quick action bar
38. Paste the chart into the
same lane using the Ctrl + V
keyboard shortcut or by
using the copy/paste menu
found under the ‘File’ section
of the toolbar
39. Paste the same chart again
and move all widgets to the
right-hand side of the page
17 | P a g e
40. Open the Builder panel for
one of the pasted numeric
point charts
41. Remove the ‘Units Sold’
measure from the chart by
selecting the X icon
42. Select ‘Add Measure’ and
choose the ‘No of Customer
Meetings’ measure
43. Select ‘Page 3’
44. Select ‘Rename’
45. Rename Page 3 to
“Overview” and click OK
46. Select the disc icon from the
‘File’ section of the toolbar to
save your story
47. Select Save As
18 | P a g e
48. Under My Files, create a
new folder by clicking on the
folder icon
49. Name your new folder with
your name
50. Select the folder you have
just created
51. Rename your story to “Sales
Analysis_Your Initials”
52. Hit OK
19 | P a g e
EXERCISE 3 – FILTERS, INPUT CONTROLS & LINKED ANALYSIS
1. Add a page filter by
selecting the add input
control icon from the insert
section of the toolbar
2. Move the filter token into the
lane below
3. Click on the page filter token
and select Dimension
20 | P a g e
4. Choose Date dimension and
filter by member
5. Expand the All node and
2019 node
21 | P a g e
6. Choose Q1 of 2019 and
click OK
7. Select the bar chart and
select ‘add a measure’ in the
builder panel
22 | P a g e
8. Choose Create new
Measure Input Control
23 | P a g e
9. In the pop-up window,
choose All Account
Members and click OK
24 | P a g e
10. Remove the Order Value
from the chart by clicking on
the X next to the measure
name in the builder panel
25 | P a g e
11. Select and drag the new
measure input control token
and place it directly
underneath your Date Page
filter
12. Grab and drag the bottom
right corner of the token to
expand the measure input
control
26 | P a g e
13. Double click on the measure
input control header to
rename it. Type “Measure”
as your new header and hit
Enter
14. Select the bar chart and
remove the Product
dimension from the chart by
clicking on the X
27 | P a g e
15. Select Add Dimension and
choose Create New
Dimension Input Control
28 | P a g e
16. Select All Dimensions and
click OK
17. Select and drag the new
dimension input control
token and place it directly
underneath your measure
input control
29 | P a g e
18. Grab and drag the bottom
right corner of the token to
expand the dimension input
control
19. Change the selection of your
dimension and measure
input controls to Customer
Segment and Units Sold
respectively.
20. See your chart update with
the corresponding values
30 | P a g e
21. Select the dimension input
control, click on the ‘…’
(more actions) and select
‘Edit Input Control’
22. Deselect ‘Date’ and ‘Order
ID’ dimensions
31 | P a g e
23. Select the table and ‘Add
Measures/Dimensions’
under ‘Rows’ in the builder
panel
24. Make the following selection
for your measure and
dimension input controls:
choose ‘Product’ as your
dimension and ‘Order Value’
as your measure
25. Select the bar chart and
select Linked Analysis from
the toolbar
32 | P a g e
26. Choose the ‘Linked item set
+ This chart’ option and
check the ‘Filter on datapoint
selection’ box
27. Click Done
28. Select the C900 Bike bar.
Observe as other charts
affected by the C900 bike
filter
29. Click away from the C900
bike bar to remove the filter
33 | P a g e
30. To set up a table linked
analysis, select your table
and choose linked analysis
from the toolbar
34 | P a g e
31. Choose the ‘Linked item set
+ This chart’ and check the
‘Filter on datapoint selection’
box
32. Click Done
33. Choose Order number 1049
to create an order filter for all
other widgets on the page
35 | P a g e
34. Don’t forget to save your
progress before you move
on
36 | P a g e
EXERCISE 4 – ADVANCED: CALCULATIONS (OPTIONAL)
1. Select the ‘No of Customer
Meetings’ numeric point
chart and open the builder
panel
2. Select Add Measure and
choose Create Calculation
37 | P a g e
3. Choose ‘Aggregation’
calculation type
4. Choose ‘Count Dimension’
operation
5. Select ‘Order ID’ as your
dimension
6. Name your calculation as
“Count of Orders” and hit OK
38 | P a g e
7. Remove the ‘No Customer
Meetings’ measure from the
chart by clicking on the X
8. In the builder panel hover
over the Count of Orders
measure with your cursor
and select More (…)
39 | P a g e
9. Select Format
40 | P a g e
10. Type “0” for the number of
decimal places
11. Uncheck the Use unit of
underlying measure box and
click OK
41 | P a g e
EXERCISE 5 – ADVANCED: GEO ENRICHMENT (OPTIONAL)
1. Add a ‘Geo Map’ onto the page by
selecting the + icon under the insert
section of the toolbar
2. Move the geo map above the
table
3. Select ‘Add Layer’
42 | P a g e
4. Select the pen icon to add a
model
5. Select the Sales Analysis model
and click OK
43 | P a g e
6. Select ‘Add Location Dimension’
and choose ‘Location’ dimension
7. Select ‘Add Measure/Dimension’
under ‘Bubble Color’ and choose
the ‘Units Sold’ measure
44 | P a g e
8. Add measure under ‘Bubble Size’
and select ‘No Customer Meetings’
as your measure
9. Change Bubble Size to 35%
45 | P a g e
10. Expand the ‘Bubble Color’
settings and change the opacity to
be 70%
11. Click OK
12. Under ‘Base Layer’ in the builder
panel, select the map icon and
choose the ‘Transparent Dark
Grey’ base layer
46 | P a g e
13. Expand the Base Layer settings
and change the opacity to 25%
14. Under ‘Base Layer’ in the builder
panel, select the map icon and
choose the ‘Transparent Dark Grey’
base layer
15. Expand the Base Layer settings
and change the opacity to 25%
16. With the geo map is selected,
open the linked analysis settings
from the toolbar and choose the
‘Linked item set + This chart’ and
check the ‘Filter on datapoint
selection’ box
17. Click Done
18. Choose one of the bubbles on
the map to see more information
about that location on
the dashboard
47 | P a g e
EXERCISE 6 – SETTING THRESHOLDS AND VARIANCES
1. Select ‘Sales Agent’ as
your dimension in the
Dimension input control
2. Select the bar chart and select
sorting via the quick action bar
3. Choose ‘Measure’ and apply a
‘Highest to Lowest’ sort
48 | P a g e
4. Select the bar chart and in the
more actions, choose ‘Add
Variance’
5. Choose ‘Add Version/Time’,
choose ‘Date’ dimension
49 | P a g e
6. Expand the ‘Display Options’
menu
7. Under ‘Show Difference as’, check
the ‘Percentage’ box and choose
decimal places to 1
8. Uncheck the ‘Numeric’ Box
9. Under ‘View Variance as’, choose
‘Data Label’
10. Click OK
11. Choose the Numeric Point chart
at the top of the dashboard and
under more actions, choose ‘Add
Variance’
50 | P a g e
12. Choose Add Version/Time,
choose ‘Date’ dimension
13. Expand the ‘Display Options’
menu
14. Under Show Difference as,
check the ‘Percentage’ box
15. Uncheck the ‘Numeric’ Box
16. Click OK
51 | P a g e
17. Select the table and open the
Styling panel
18. Change the table template to
‘Report-Styling’ under the Table
Properties section. Click OK.
52 | P a g e
19. Close the Designer panel
20. Select the ‘No Customer
Meetings’ column
20. Select the ‘No Customer
Meetings’ column
21. Right Click on the column
header and select ‘Thresholds’.
22. Choose ‘New Threshold’
53 | P a g e
23. Select the green scare under
‘Ranges’ and choose red circle
24. Type in “10” as your Max Value
25. Select the threshold name and
rename it to “Number of Required
Meetings”
26. Click Apply
54 | P a g e
27. Open the styling panel
28. Under Table Properties section,
expand the Threshold Style
dropdown and select ‘Symbol’
29. Close the Styling panel
55 | P a g e
EXERCISE 7 – AUGMENTED ANALYTICS: SMART ASSIST FEATURES
1. Change your measure and
dimension input control selection to
‘Units Sold’ and ‘Product’
respectively
18. Select your bar chart and under
More actions, choose ‘Add Smart
Insights’
19. Smart Insight will be added to
the footer of your chart
56 | P a g e
20. Select the ‘Customer Status,
Current Customers’ blue text in the
generated smart insight
21. Select the second insight
22. Click Done
57 | P a g e
23. Open ‘Search to Insight’
24. Type in “Show order value”
25. Hit Enter
26. Continue typing “by product”
27. Hit Enter
58 | P a g e
28. Continue typing “for last year”
29. Delete “for last year” and instead
type in “as a pie chart”
30. Exit Search via the top left
corner button
59 | P a g e
EXERCISE 8 – COLLABORATION
1. Under the ‘File’ section of the
toolbar, select the share button
2. Share a story with the “TEST” or
any other user
3. Click Share
4. Select the bar chart and add a
comment from the quick action bar
60 | P a g e
5. Type in “This is a great insight”
6. Select Place Comment
7. Click Outside the Comment
Dialog
8. Select Collaboration Panel!
Follow the below steps:
a) Click the Comment Icon
b) Click the Discussion Icon
c) Click “+” to start a New
Discussion
d) Click the Invite Participant
Textbox
e) Select Users
f) Click the “+* New Icon at the
bottom of the Discussions panel
g) Click Link Story
h) Enter Here is the story I
mentioned in the Textbox
i) Click Send
9. Under ‘Format’ section of the
‘More’ toolbar, select ‘Device
Preview’
61 | P a g e
10. Expand the ‘Device’ dropdown
and select ‘Phone’s
11. Deselect the Device Preview
mode icon from the toolbar to exit
12. Select your bar chart and open
the Builder Panel
62 | P a g e
13. Scroll down the Builder Panel
and check the ‘Enable Explorer’
box
14. Save your story and
switch to view mode
15. From the chart quick action bar,
select the Explorer icon
63 | P a g e
16. Select ‘Show Dimension’ and
choose ‘Show All’
17. Select/Deselect Available
measures & dimensions
18. Select the ‘Exit Explorer Mode’
button to return to the Story View
19. Final Check: see if your story
looks similar. Add any additional
graphs/features if needed.
20. Be proud of yourself and
congratulations! Happy further
exploring and analysis with SAP
Analytics Cloud.
64 | P a g e
www.sap.com/contactsap
© 2019 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable
for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements
accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality
mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are
all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation
to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are
cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other
countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/copyright for additional trademark information and notices.
65 | P a g e
