SACS21

SAP Analytics Cloud: Story Design

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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 41
Course Duration: 3 Days
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Typographic Conventions

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The following typographic conventions are also used.

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Contents

vii Course Overview

1 Unit 1: Getting Started with Stories

3 Lesson: Introducing SAP Analytics Cloud Story Design

5 Lesson: Choosing Between Optimized and Classic Design Modes
11 Lesson: Selecting a Data Source

19 Unit 2: Building Stories

21 Lesson: Building a Story

23 Lesson: Building Stories from a Template
25 Lesson: Building Stories Using Files as Data Sources

29 Unit 3: Configuring Story Elements

31 Lesson: Configuring Tables

37 Lesson: Configuring Charts
41 Lesson: Configuring and Interacting with Geo Maps
43 Lesson: Applying Conditional Formatting
45 Lesson: Configuring Other Widgets
51 Lesson: Applying Preferences and Best Practices for Performance
in a Story
55 Lesson: Using Data Point Comments

65 Unit 4: Manipulating Data in Stories

67 Lesson: Sorting Data in Stories

71 Lesson: Filtering Data in Stories
79 Lesson: Blending Data in Models
83 Lesson: Calculating Data in Stories

97 Unit 5: Presenting Stories

99 Lesson: Presenting Data on Mobile Devices

103 Lesson: Creating a SAP Digital Boardroom

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Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:
● End User
● Business User
● Business Analyst
● User

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viii © Copyright. All rights reserved.
 UNIT 1 Getting Started with Stories

Lesson 1
Introducing SAP Analytics Cloud Story Design 3

Lesson 2
Choosing Between Optimized and Classic Design Modes 5

Lesson 3
Selecting a Data Source 11

UNIT OBJECTIVES

● Describe the basic concepts of story design in SAP Analytics Cloud.

● Explain the function of the modes and know when to use them.
● Describe data sources.

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Unit 1: Getting Started with Stories

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 Unit 1
Lesson 1
Introducing SAP Analytics Cloud Story Design

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Describe the basic concepts of story design in SAP Analytics Cloud.

Story Design Basics

What is an SAP Analytics Cloud Story?
An SAP Analytics Cloud story is a presentation-style document that uses charts,
visualizations, text, images, and pictograms to describe data. Many customers refer to stories
as reports or dashboards. Either term is accurate because a story can reflect detailed
information in a table format or high-level information in charts and other visualizations. Once
you create or open a story in Edit mode, you can add and edit pages and elements as you like.

Figure 1: Sample Story

When designing your stories, keep them as simple as possible. In general, it is easier for users
to consume story content if it is presented in smaller bits rather than having a few large
stories with many pages to navigate.
Your current reporting and dashboard standards will suffice for SAP Analytics Cloud stories.
And if you do not have reporting or dashboard standards, this is the perfect time to create
them. After completing this course, you will be exposed to the majority of story-building
capabilities in SAP Analytics Cloud, and you can use your knowledge to develop reporting and
dashboard standards to apply throughout your organization.
Because stories are browser-based, when a user views your story, you may want to
encourage them to maximize their browser and select full screen in the story's toolbar to get a

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Unit 1: Getting Started with Stories

better view. If individual widgets are too small, viewers can also select full screen mode from
each widget.

LESSON SUMMARY
You should now be able to:
● Describe the basic concepts of story design in SAP Analytics Cloud.

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 Unit 1
Lesson 2
Choosing Between Optimized and Classic
Design Modes

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Explain the function of the modes and know when to use them.

Classic Design and Optimized Design Modes

When you create a story, you are prompted to choose Classic Design Experience or Optimized
Design Experience mode:

Figure 2: Classic Design Experience Or Optimized Design Experience

Optimized Design Experience

SAP encourages you to use Optimized Design Experience mode. The Optimized Design
Experience includes many usability and performance improvements and is the prerequisite
for future story enhancements like the integration of analytics design capabilities and digital
boardroom features into the story.

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Unit 1: Getting Started with Stories

Note:
There are features that may not be available at this time as SAP continues to
enhance the Optimized Design Experience mode; however, these and other new
features are being added with each quarterly release and will be made available
only in the Optimized Story Experience. Furthermore, it will be the new default
experience in future releases.

The benefits of using the Optimized Design Experience include:

● Ghost loading indicators when the system is doing background work
● Navigation of large hierarchies
● Improved tooltip interactions
● More with each quarterly update
● Ability to toggle Advanced Mode

Advanced Mode within the Optimized Design Experience provides additional functionality and
widgets that allow you to create customized interactions through JavaScript. If Advanced
Mode is toggled off, you are limited to adding charts, tables, input controls and very basic
widgets to your stories, with no option to write JavaScript interactions.
If Advanced Mode is toggled on, you can:
● Include and write script for the following widgets:
- Button
- Checkbox Group
- Dropdown
- Filter Line
- List Box
- Radio Button Group
- Range Slider
- Slider
- Switch
- Input Field
- Text Area
- Flow Layout Panel
- Page Book
- Tab Strip
- Popup
● Access JavaScript scripting related elements and tools:

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 Lesson: Choosing Between Optimized and Classic Design Modes

- Script variable
- Script object
- Technical objects
- APIs related to SAP Analytics Cloud
- Info Panel
● Use the CSS Editor
● Configure global settings:
- Global CSS class
- Loading indicator
- Schedule publication
- Save planning data reminder
● Enable mobile support for canvas pages in Story Details
● Configure view time visibility settings for widgets
● Always initialize on startup for widgets
● Configure data refresh settings for charts and tables

Figure 3: Advanced Mode Off and On

Classic Design Mode

The Classic Design Experience will still be available and provide access to features developed
prior to Q2 2022. However, it will not receive any performance, functionality, or usability
enhancements. There are also elements that will not be available at all in the Optimized Design
Experience because there are more suitable substitutes. These elements include:
● Explorer: Replaced by Data Analyzer as the new exploration tool

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Unit 1: Getting Started with Stories

● Grid Pages: Replaced by the Optimized Presentation table option within Responsive and
Canvas Pages
● Old SAP HANA and SAP BW Versions: Always use the latest BW and HANA version to
ensure that you have the latest performance and feature functionality in SAP Analytics
Cloud.

Note:
For the most current information on what features are available with each design
experience mode, always refer to the SAP Analytics Cloud Help in your current
SAP Analytics Cloud tenant.

Converting a Story to Optimized Design Mode (Optional)

If your organization has been using SAP Analytics Cloud prior to 2021, you probably have
classically designed stories. Over time, you will want to convert these stories to Optimized
design. Currently, there is no conversion tool to convert all stories at one time, but the
conversion process is very simple.
In View mode of a story, select Convert to Optimized Design Experience from the File menu. In
Edit mode of a story, select Convert to Optimized Design Experience from the Save options.
Enable Optimized View Mode only adds optimized enhancement while viewing a story, but no
design enhancements.
If your story contains any elements that are not yet supported in Optimized Design, you will
receive a warning with information about what you must change in your story. You can either
make the changes and convert, or delay the conversion until Optimized Design supports the
elements. Certain elements are deprecated for Optimized Design, so you must manually
substitute that element with the optimized equivalent widget or functionality.
The figure Sample Optimized Design Warning shows an example of the warning message
displayed for a specific story.

Figure 4: Sample Optimized Design Warning

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 Lesson: Choosing Between Optimized and Classic Design Modes

Note:
Grid pages are not supported in Optimized Design Experience. You must copy the
table on the grid page to either a new responsive or canvas page and delete the
grid page.

LESSON SUMMARY
You should now be able to:
● Explain the function of the modes and know when to use them.

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Unit 1: Getting Started with Stories

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 Unit 1
Lesson 3
Selecting a Data Source

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Describe data sources.

Types of Data Sources

Data for a story can come from a file, a SAP Analytics Cloud model or dataset, or an outside
data source.

Datasets
If you import data from a file or an outside data source, you create a dataset within the story.
SAP Analytics Cloud has two types of datasets:
● Embedded: Embedded datasets are unique to that story and cannot be shared outside the
story or refreshed.
● Public: Public datasets can be shared among different stories.

Neither dataset can be scheduled for a refresh, but you can manually re-import updated data.
In addition, both datasets can be secured to allow users access to the dataset or not. Specific
column-based or property security, however, is not supported for any datasets.
A limitation to a public dataset is that you cannot change its data source. For example, if your
public dataset was originally created from a flat file but you now want to use an SAP BW
query, you have no option to make that change. Embedded datasets, on the other hand, do
allow you to change the data source via the Add New Data option.

You can also convert an embedded dataset into a model, but any transformations you made
to the dataset are lost and must be recreated in the model. A public dataset cannot be
converted to a model.

Data Preparation
You can prepare and transform the data to meet your story needs in the Data Preparation
area. Here, you can change the data, including adding transformations using either a simple
or more robust transformation editor.

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Unit 1: Getting Started with Stories

Figure 5: Data Preparation

Note:

● If using data from SAP Datasphere, you directly access a SAP Datasphere
model located in a specific space defined in SAP Datasphere.
● Data preparation is only possible with imported data. If you choose SAP
Datasphere as your outside data source, you cannot manipulate the data
because it is live, not imported.

Where the Data Comes From

Data for SAP Analytics Cloud stories can come from many different data sources, both SAP
and non-SAP. Your SAP Analytics Cloud administrator must create connections to any source
that contains data you need. These connections can be used to create models in SAP
Analytics Cloud.
SAP Analytics Cloud models are able to access the most data sources. A model can access a
live data source directly, or it can import data from a source database or system. The figure
Data Sources shows a small sample of the data sources available for stories.

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 Lesson: Selecting a Data Source

Figure 6: Data Sources

LESSON SUMMARY
You should now be able to:
● Describe data sources.

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Unit 1: Getting Started with Stories

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 Unit 1

Learning Assessment

1. SAP Analytics Cloud stories are browser-based.

Determine whether this statement is true or false.

X True

X False

2. What is a benefit of Optimized Design Experience?

Choose the correct answer.

X A It has better formatting

X B It has improved Tooltip Interactions

X C It refreshes all charts refresh when opening stories

X D It has a new builder panel for tables

3. Which story element does not exist in the Optimized Design Experience?
Choose the correct answer.

X A Grid page

X B Responsive page

X C Canvas page

4. What is a data source for a story in SAP Analytics Cloud?

Choose the correct answers.

X A File

X B SAP BW InfoCube

X C SAP Analytics Cloud Model

X D Outside data source

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Unit 1: Learning Assessment

5. You use a flat file as a data source for your story. What is a possible option?
Choose the correct answer.

X A Use the Data Preparation area to manipulate the data

X B Schedule the file to upload new data to your story

X C Define security based on a property

6. You can use data from a non-SAP system in your story.

Determine whether this statement is true or false.

X True

X False

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 Unit 1

Learning Assessment - Answers

1. SAP Analytics Cloud stories are browser-based.

Determine whether this statement is true or false.

X True

X False

SAP Analytics Cloud stories are browser-based.

2. What is a benefit of Optimized Design Experience?

Choose the correct answer.

X A It has better formatting

X B It has improved Tooltip Interactions

X C It refreshes all charts refresh when opening stories

X D It has a new builder panel for tables

One benefit of the Optimized Design Experience is improved Tooltip Interactions.

3. Which story element does not exist in the Optimized Design Experience?
Choose the correct answer.

X A Grid page

X B Responsive page

X C Canvas page

The Grid page does not exist in the Optimized Design Experience.

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Unit 1: Learning Assessment - Answers

4. What is a data source for a story in SAP Analytics Cloud?

Choose the correct answers.

X A File

X B SAP BW InfoCube

X C SAP Analytics Cloud Model

X D Outside data source

Data for a story can come from a file, a SAP Analytics Cloud model or dataset, or an
outside data source.

5. You use a flat file as a data source for your story. What is a possible option?
Choose the correct answer.

X A Use the Data Preparation area to manipulate the data

X B Schedule the file to upload new data to your story

X C Define security based on a property

You can use the Data Preparation area to manipulate the data.

6. You can use data from a non-SAP system in your story.

Determine whether this statement is true or false.

X True

X False

Data for SAP Analytics Cloud stories can come from both SAP and non-SAP data sources.

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 UNIT 2 Building Stories

Lesson 1
Building a Story 21

Lesson 2
Building Stories from a Template 23

Lesson 3
Building Stories Using Files as Data Sources 25

UNIT OBJECTIVES

● Build a story.
● Build stories from a template.
● Build stories from files.

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Unit 2: Building Stories

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 Unit 2
Lesson 1
Building a Story

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Build a story.

Getting Started with Story Design

A simple way to create a story is to use the Navigation bar and select Stories. From
there, choose either a Responsive or Canvas page to display your data, or select a template.

Figure 7: Building a Story

No matter which page type you select, you are prompted to use either Optimized Design
Experience or Classic Design Experience. As previously discussed, SAP encourages you to use
Optimized Design Experience as much as possible since it will eventually be the only design
option.

LESSON SUMMARY
You should now be able to:
● Build a story.

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Unit 2: Building Stories

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 Unit 2
Lesson 2
Building Stories from a Template

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Build stories from a template.

Use a Template to Build a Story

When starting a new story, you can use a template that provides predefined layouts and
placeholders for objects to help you build a story.

Figure 8: Use a Template to build a story

Apply a Template to an Existing Story

You can also apply a template to an existing story by selecting Layouts in the … More

area of the ribbon.

Create a Template
There are prebuilt templates to choose from, or you can also create your own by saving a
story as a template.
Saving the story as a template first removes all custom formatting and data, then converts
charts, tables, maps, input controls, and value driver trees into empty placeholders.

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Unit 2: Building Stories

LESSON SUMMARY
You should now be able to:
● Build stories from a template.

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 Unit 2
Lesson 3
Building Stories Using Files as Data Sources

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Build stories from files.

Build a Story from a File

You can use a file as the data source for your story. While a model is the most common data
source to use, having the option to use a file can help enhance your story with specific data
that may be unique to your business unit, cost center, customers, etc.
When building a story using a file as the data source, you automatically create an embedded
dataset. In the Data Preparation area, you can make changes directly to the data:
●
Modify the name of the dataset: Select Edit to the right of the current dataset name in
the Dataset Overview panel on the right side of the interface.
● Resolve warnings regarding the data quality in your dataset: Typically, these data quality
issues involve missing data, measures containing non-numeric characters, or dimensions
assigned a mismatched data type. Issues are displayed as links within the impacted
column entries. Select the links to view more detailed information listed under Validation in
the Details panel.

● Manage measures and dimensions: You may need to delete or rename entities, add geo-
enriched data, define level-based hierarchies, change the data type, set up the default
aggregation type for your measures, etc. You use the Details panel for these
manipulations.
● Define transforms in cells, rows, or columns: You may need to filter or replace values, or
concatenate or split columns.

You can use one of two transformation options to manipulate the data:

1. Transform Bar

The Transform Bar lists suggested transformations to apply to the column, such as
replacing the value in a cell with a suggested value. You can also select Create a Transform
and choose from the options listed under the transformation bar displayed above the grid.

2. Custom Expression Editor

The Custom Expression Editor accesses the Wrangling Expression Language (WEL)
scripting editor to define your own transformations using predefined functions for specific

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Unit 2: Building Stories

wrangling capabilities. The figure, Data Preparation Options, shows examples of the
wrangling options you have.

Figure 9: Data Preparation Options

LESSON SUMMARY
You should now be able to:
● Build stories from files.

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 Unit 2

Learning Assessment

1. SAP encourages you to use Classic Design Experience when creating stories.
Determine whether this statement is true or false.

X True

X False

2. What is a feature of a story template?

Choose the correct answers.

X A Templates contain widgets with data sources

X B Templates contain widgets that are empty placeholders

X C Templates reduce the cost of development

X D Templates are built from scratch

3. You need to transform data for your story. What is a transformation option for
manipulating data?
Choose the correct answers.

X A ABAP editor

X B Transform Bar

X C JavaScript editor

X D Custom Expression Editor

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 Unit 2

Learning Assessment - Answers

1. SAP encourages you to use Classic Design Experience when creating stories.
Determine whether this statement is true or false.

X True

X False

SAP encourages you to use Optimized Design Experience as much as possible.

2. What is a feature of a story template?

Choose the correct answers.

X A Templates contain widgets with data sources

X B Templates contain widgets that are empty placeholders

X C Templates reduce the cost of development

X D Templates are built from scratch

Templates contain widgets that are empty placeholders and reduce the cost of
development.

3. You need to transform data for your story. What is a transformation option for
manipulating data?
Choose the correct answers.

X A ABAP editor

X B Transform Bar

X C JavaScript editor

X D Custom Expression Editor

The two transformation options are the Transform Bar and the Custom Expression Editor.

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 UNIT 3 Configuring Story Elements

Lesson 1
Configuring Tables 31

Lesson 2
Configuring Charts 37

Lesson 3
Configuring and Interacting with Geo Maps 41

Lesson 4
Applying Conditional Formatting 43

Lesson 5
Configuring Other Widgets 45

Lesson 6
Applying Preferences and Best Practices for Performance in a Story 51

Lesson 7
Using Data Point Comments 55

UNIT OBJECTIVES

● Build and configure tables for viewing and analyzing data.

● Build and format charts.
● Build, format, and interact with geo maps.
● Apply conditional formatting on single or multiple table cells.
● Configure text, image and other widgets.
● Select and apply preferences in a story.
● Apply best practices for performance.

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Unit 3: Configuring Story Elements

● Work with data point comments.

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 Unit 3
Lesson 1
Configuring Tables

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Build and configure tables for viewing and analyzing data.

Build Tables
Tables can be used to view and analyze data. Tables are added to either responsive or canvas
pages in stories.
For tables that are based on models, the set of features and options available depends on the
model type (planning, analytics, or a model based on a remote SAP HANA system). Only the
features and options that are supported by the model type are visible. For example, tables
based on planning models allow users to make changes to the model data using version
management, data entry, and allocations; but tables based on analytic models are read-only.
When you add a table to a story, a data grid is created with the basic dimensions and
categories of the model aligned along the axes of the grid. You can change this basic layout
using the following designer tools:
● Use the Builder panel to select the measures and dimensions to include in the rows and
columns of your table.
● Use the Styling tools to format the presentation.

You can add multiple measures and multiple dimensions to your table. When measures or
dimensions are part of a hierarchy, you can expand them and select their level. If a dimension
has properties associated with it, you can display those in the table, even without the
dimension being present in the table. You can also apply filters to your measures and
dimensions. The table is updated as you make your choices in the builder.

Table Configuration
The figure, The Table Builder, notes some of the options when configuring the table.

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Unit 3: Configuring Story Elements

Figure 10: The Table Builder

The Auto-size and Page Table Vertically setting can be used to scroll through the rows of a
long table in View mode.

In-Cell Chart
You can display a bar chart in your table cells so that you have both a visual and a numeric
view of your data. In the table, right-click a column or row header containing a measure or
member of an account dimension, and then select In-Cell Chart.

Figure 11: In Cell Charts

Format Tables
Styling Panel
There are several options to adjust the formatting of the table in the Styling panel:
● Change the fonts for table regions (title cell, header, data).
● Switch to a different template.

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 Lesson: Configuring Tables

● Create styles to apply to each region.

● Create styling rules to apply to members.

Tables Templates
When you create a table widget, the system applies the default template with built-in styles.

Figure 12: Table Templates

Table Styles
You can select a specific table region or cell(s) and change the font, style, and lines manually.
However, if you want to apply the same style to multiple regions, you can create a new
(reusable) style. You can apply a style to any table region.

Note:
Styles are available for any table in the story from any data source.

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Unit 3: Configuring Story Elements

Figure 13: Table Styles

Styling Rules
If you want to control the style based on what the cells contain, you can create a styling rule.
When creating a styling rule, the context for the style is based on where your cursor is in the
table. After you determine the context, you can apply an existing style or create a new one in
the Styling Rule dialog.
In SAP Analytics Cloud, styling rules allow you to make text style changes along a hierarchy,
changing styles for sibling, descendant, or child members. Styling changes that you make to
the hierarchy are also applied to new members in the hierarchy. The level options include:
● Self: only apply the style to the member itself. Example: If you select 2024, the style
applies only to 2024 but not to half year, quarters, or months in 2024 or any other years in
the table.
● Self and Children: apply the style to the member and its children (not grandchildren).
Example: If you select 2024, the style applies to 2024 and to its half years, but not its
quarters and not its months.
● Self and Descendants: apply the style to the member and its children and grandchildren,
etc.). Example: If you select 2024, the style applies to 2024 and to its half years, its
quarters and its months.
● Self and Siblings: apply the style to the member and its brothers and sisters). Example: If
you select 2024, the style applies to 2024, 2025, and 2026 but not to their half years,
quarters and months.

After you apply the styling rule, any data in the table with the same context will inherit the
same style. See the example in the figure, Table Styling Rules: United Sates Entity / Plan &
Actual Versions for the Operating Income Account and its children.
You can change the order of the rules to determine the precedence if there is a conflict.

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 Lesson: Configuring Tables

LESSON SUMMARY
You should now be able to:
● Build and configure tables for viewing and analyzing data.

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Unit 3: Configuring Story Elements

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 Unit 3
Lesson 2
Configuring Charts

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Build and format charts.

Charts
Create charts in a story to display your data graphically. As shown in the figure, Introduction
to SAP Analytics Cloud Charts, you can select a chart type from the builder and then pick the
measures and dimensions to show in your chart. Once you have defined the structure of your
chart, you can add other chart elements and/or filters. You can also customize color palettes.

Figure 14: Introduction to SAP Analytics Cloud Charts

Because of the many elements available to include on a chart, if the widget is too small, some
elements or labels may not display. Simply making the chart larger on the page will correct
this issue.

Chart Scaling
Chart scaling ensures that you have a meaningful display of values across multiple charts. By
default, charts are not scaled. However, this behavior can lead to incorrect data analysis,
particularly if users are not paying attention to the actual values displayed in the chart.
In the figure, No Chart Scaling, without chart scaling, the columns for Quantity Sold and for
Sales Revenue are the same height; however, the numbers are very different. A user who only

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Unit 3: Configuring Story Elements

looks at the columns may conclude that there is a one-to-one relationship between Sales
Revenue and Quantity Sold, which is incorrect.

Figure 15: No Chart Scaling

But, in the figure, Chart Scaling, when it is defined for Quantity Sold and Sales Revenue, the
columns in each chart are clearly very different, indicating an approximate three-to-one
relationship between Sales Revenue and Quantity Sold, which is accurate.

Figure 16: Chart Scaling

You can also use Chart Scaling to ensure that you have a consistent display of values across
multiple charts when they display the same measure value(s).

Note:

● Chart scaling is applied to all of the pages in a story, but the scaling may be
different for the same measure on different pages, because the scaling factor is
calculated separately for each page.
● You can exclude charts from the scaling. For example, if a chart contains data
that is much larger than the data in other charts, the other charts look smaller
than they should, and could be misleading to the viewer.

Variances in Charts
Variances in your charts let you show the difference between different measures in a chart,
different versions of a measure, or the difference between time periods for a measure.

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 Lesson: Configuring Charts

Figure 17: Example of a Chart with a Variance

As illustrated in the figure, Example of a Chart with a Variance, you can use the variance chart
add-on for any two measures, even if the measures do not appear in your base chart.
You can also create a dynamic variance, a variance that is based on the measures in the chart
context. If you change the measures in the chart, then the variance automatically updates.

Note:
To include time in your variance, you must have the Date dimension in your chart.
For some chart types (numeric point, for example), when the variance uses a Time
Range filter, the range must be set to only one interval (year, quarter, or period).
When using models from live data connections, you must include version
information with your measures, and your measures must be in your base chart.

Trellis Add-On
A trellis add-on creates the same chart for each member of the trellis dimension.

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Unit 3: Configuring Story Elements

Figure 18: Trellis Add-On

Note:
Trellis charts are supported for both classic and optimized design mode stories.

Restore a Deleted Widget

If you delete a widget in your story, you can restore it, but how you restore it depends on
which design mode you are using – Optimized Design or Classic Design.

Optimized Design

To restore a widget you have deleted, use the Undo button in the main toolbar. Undo
reverts any previous action, from adding/deleting widgets, to configuring them.

Classic Design
To restore a widget you have deleted, you must immediately choose the Restore link in the
message at the bottom of the screen:

This message appears for only a few seconds and then disappears. Once it disappears, you
can no longer restore your deleted widget.

LESSON SUMMARY
You should now be able to:
● Build and format charts.

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 Unit 3
Lesson 3
Configuring and Interacting with Geo Maps

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Build, format, and interact with geo maps.

Geo Maps
In SAP Analytics Cloud, geo maps offer the visualization of data on a world map. You can
choose from a variety of geographical mapping options to display your regional data, trends,
flow, and much more.

Figure 19: Geo Map Examples

When you view the geo map in a story, your options include:
● Zoom in
● Zoom out
● Reset
● Zoom to data
● Map tool
● Polygon filter

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Unit 3: Configuring Story Elements

To use the map, enhance a data model with geo dimensions.

The following geo models are supported:
● Import models using a manual upload.
● Live models using SAP HANA as a data source.

Map Layers
You can use map layers and various layer types to define geo maps in your stories.

Figure 20: Map Layers

The following layer types are available:

● Bubble Layer: Shows data as points on the map where you can control the color, opacity,
and size of the bubbles.
● Heat Map Layer: Uses color to visualize the data density of the selected measure.
● Choropleth/Drill Layer: Applies blocks of shading to different geographical locations.
● Points of Interest Layer: Points of interest are sets of geographical data that can be added
to a geo map and analyzed with reference to business data from a model.
● Feature Layer: Uses external data from valid service URLs. This data is layered on top of
your existing geo map to provide additional context.
● Flow Layer: Shows the connection between two locations, such as shipping routes or flight
paths.

LESSON SUMMARY
You should now be able to:
● Build, format, and interact with geo maps.

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 Unit 3
Lesson 4
Applying Conditional Formatting

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Apply conditional formatting on single or multiple table cells.

Conditional Formatting
You can apply conditional formatting by defining thresholds to account dimension members
and measures either in a story or a model. For example, in your model you could define a
threshold for revenue at $1,000,000, so that all stories based on the model can use the pre-
defined revenue threshold of $1,000,000. When defining thresholds in a model, the definition
is done only once. But thresholds at the story level must be defined in every story.

Figure 21: Story Design: Conditional Formatting

Define Thresholds in a Story

To define thresholds in a story, choose Conditional Formatting from the ...More option in
the Tools area of the ribbon. From there, simply define your criteria for the formatting colors.
Once the conditional formatting is defined, you can apply it to charts or tables on your story
pages.

Apply to a Chart
You can apply conditional formatting to either a measure in a chart or to the Color definition
for a chart in the Builder pane.

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Unit 3: Configuring Story Elements

Apply to a Table
You can apply conditional formatting to a measure in a table in the Builder pane. You can also
define a new threshold, just as you would from the main toolbar.

Thresholds on Single or Multiple Table Cells

If you have multiple measures/accounts displayed in a table, you can create and apply
thresholds for each measure. You can also create multiple thresholds for a particular
measure, but you can apply only one threshold at a time.

Figure 22: Multiple Threshold Options

LESSON SUMMARY
You should now be able to:
● Apply conditional formatting on single or multiple table cells.

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 Unit 3
Lesson 5
Configuring Other Widgets

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Configure text, image and other widgets.

Text Widgets
Static and Dynamic Text Widgets
You can add static or dynamic text using the text widget. Dynamic text automatically updates
the text based on what dynamic text elements you choose.

Figure 23: Text Widget

Note:
Symbols can be pasted into the text widgets.

Hyperlinks
The hyperlink option for the widget can be used to navigate between pages in the story, to a
new story, or to any website. In the text widget, manually type the text you want for the
hyperlink, such as Go to Page [X]. Select the text and either right-click the widget or use
the widget's More Actions button, choose Add → Hyperlink and define the link.

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Unit 3: Configuring Story Elements

Figure 24: Add a Hyperlink

Image Widgets
You can use the image widget to include any image in your story, such as your corporate logo.
You can also add a hyperlink in the same way you add one to a text widget.

R Visualization Widgets
R is an open-source programming language that can enable developers to create custom
charts and graphs. If the chart options in SAP Analytics Cloud do not meet your needs, the R
Visualization widget may provide a solution for you. The figure, R Visualization and Code
Editor, illustrates how native R visualization support enables you to visualize and analyze data
without limits.

Figure 25: R Visualization and Code Editor

The R server runtime environment provided by SAP allows you to access interactive R
visualizations with an automatically configured R server.
You use the R Visualization widget to create and edit visualizations based on R scripts. By
setting the relevant properties, you can change the size and style of the widget.

Composites
Composites are widgets which can be created by an advanced story designer. They typically
contain other widgets and data sources that are grouped together into a single widget,
allowing for consistency in your story design. In the following example, an image and text
widget are grouped to create a basic header widget.

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 Lesson: Configuring Other Widgets

Figure 26: Example of a Composite

Because composites exist as entities independent from a specific story, they can be shared
with other users and be re-used among many different stories. A story can contain several
composites, but a composite cannot be part of another composite.

Creating a Composite
Composites are available only in Optimized Story Design and only within a Canvas page.

Figure 27: Creating a Composite

Creating a composite is only possible if you have specific permission within SAP Analytics
Cloud to do so. You access the creation area via the Stories option from the main menu.
Composites can be saved just like any other resource in SAP Analytics Cloud, so you can
create specific folders to organize them.

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Unit 3: Configuring Story Elements

Figure 28: Drag and Drop a Composite to a Story

Add a Composite to a Story

To use a composite in a story, you must first import it. You can use either the Assets area of
the left side panel or simply add it from the Insert area of the toolbar. A dialog appears where
you can select the composite, and you simply browse to the composite you want.
Once the composite is imported to the story, it is listed under Composites in the Assets pane
with other available widgets. If any imported composites are not added to or actively used in
your story, when the story is transported to another system, they will not be transported with
it.
To add a composite to your story, simply drag and drop it from Assets to the page. The
composite is then listed in the Outline panel, with the default ID Composite_#, and you can
change the ID if you choose.
Once a composite is added, you can configure it as any other widgets in your story. The
actions apply to the composite as a whole, rather than the individual widgets that make up the
composite. However, theme preferences can apply to the individual widgets.

Additional Information
Currently, there are limitations to creating and using composites, but these limitations will
change over time. For a complete and current list, please see the Restrictions in Composites |
SAP Help Portal. .

Overview Pages and Landing Pages

By using the hyperlink options in SAP Analytics Cloud stories, you can use a story as a
launchpad to access other stories or pages within the same story.
In a story that is purely a launchpad, the single page of the story may contain only hyperlinks
to other stories or even overview widgets that hyperlink to another story. In a single story, the
first page might simply contain links to other pages in the story so that consumers can quickly
navigate to the information they need; or, it could also contain overview widgets that are
linked to other pages within the story.

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 Lesson: Configuring Other Widgets

Figure 29: Landing Pages Examples

Additional Information
For more information on this topic, see: Building User Intuitive Stories in SAP Analytics Cloud
(Tips & Tricks)

LESSON SUMMARY
You should now be able to:
● Configure text, image and other widgets.

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Unit 3: Configuring Story Elements

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 Unit 3
Lesson 6
Applying Preferences and Best Practices for
Performance in a Story

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Select and apply preferences in a story.
● Apply best practices for performance.

Formatting Standards
The Need for Communication Standards
Communication standards are rules that specify how communications should be designed.
They help us navigate daily life all the time. Consider, for example, traffic signals. Can you
imagine the chaos if traffic signals looked different in every city or country? In a case like this,
standardization is literally a life saver.
But what about business reporting and analytics? Imagine different teams creating reports
with different designs. Without standardized notation and formatting, the consumers may
interpret these reports differently. The time spent preparing and deciphering the charts is
better spent on using the information to inform decisions.
Some general guidelines to follow when creating stories for your entire organization include:
● Have a clear message.
● Identify content with a well-defined title concept.
● Use corporate branding colors, fonts, etc.

Formatting Standards
The figures, Before Story and After Story, show the difference between a poorly designed and
a well-designed story.

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Unit 3: Configuring Story Elements

Figure 30: Before Story

The Before story is very "busy," which makes it difficult to know what to focus on. It also does
not explain what the numbers mean and why a viewer should care about them.

Figure 31: After Story

However, the After story highlights the most important information in a single number
(January's New Customers) and presents the information clearly and concisely.
With features like easy-to-build templates, Styles, and flexible formatting, SAP Analytics
Cloud makes it simple to incorporate formatting standards into your stories.

Additional Information
For more information regarding story design, see the following :
● Canvas vs Responsive Layouts in SAP Analytics Cloud
● Part 1: How to Create Dynamic Images in SAP Analytics Cloud Story

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 Lesson: Applying Preferences and Best Practices for Performance in a Story

Story Preferences
Setting story preferences is a great way to specify default formatting options in a story to help
conform to formatting standards. Setting preferences for the story allows you to define
formatting for various story elements once, rather than defining them for each story element
on each page of your story.

Figure 32: Story Preferences

Story preferences apply only to a single story, but remember that you can save a story as a
template. You can efficiently define formatting for all aspects of a single story, save that story
as a template, and use that template for future stories. In this way, you set formatting
preferences one time in one place, rather than making the same formatting changes over and
over.

Performance
Guidelines
In addition to creating visibly appealing as well as meaningful stories, following basic
standards can also help improve the performance of your stories, from how quickly the
widgets render on a page to how long it takes to scroll through a table.
While there are no specific limits on the number of charts per story or data cells per table,
following the KISS principle--Keep It So Simple--is the best guideline to follow.
Here are a few general guidelines to keep in mind as you create stories in SAP Analytics
Cloud. Remember, these are guidelines, not rules. There will always be an exception.
Story Design and Performance Guidelines
● Rather than designing a large story with many pages, try to limit your pages and create
different stories for each use-case or audience. If you want to refer to a related story, you
can add a hyperlink to a different page, story, or external website.
● Use pages to break up your story by category or type of information. Put your most-viewed
content on the first page to make it easily accessible.

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Unit 3: Configuring Story Elements

● Try to keep the number of individual widgets on each page of your story limited to six or
less. Multiple widgets per page are certainly allowed, but an extremely high number of
widgets in a page may affect the refresh time for a story.
● Avoid charts with more than 500 data points.
● Load invisible widgets in the background from the Edit area of the toolbar,
Refresh → Loading Optimization Settings then choose Background Loading from the drop-
down.
● Apply chart filters to reduce the volume of information in charts with more than 1000+
data points and use table filters to keep a manageable amount of information visible in
your tables.
● Apply the Top N feature to charts and tables to limit initially the amount of data displayed
at one time.
● When adding tables to your story, keep in mind the goal of the table and ensure that
viewers can easily navigate the information. To help ensure readability, try to limit your
tables to a maximum of 500 rows and 60 columns. If you need to display more, you can
edit the drill limitation. Keep in mind that the more cells you include, the harder SAP
Analytics Cloud must work to display them.
● If a table is based on planning model but is used strictly for analysis, deselect Planning
Enabled in the Builder pane for the table.
● When adding images to your pages, ensure that the images are sized for web and are
smaller than 1MB. SVG vectors image files still look great at a small file size. If you cannot
use an SVG image file, PNG image files perform better than JPG.
● When working with blended data, avoid creating linked dimensions on calculated
dimensions. Keeping the number of models linked in each story at a minimum will also
improve overall speed and performance.
● Limit the number of data-rich widgets on each page like maps or charts with a high volume
of data points. Overloading your pages with dense information will make it harder for your
viewers to consume and may slow load-time.
● For a Dimension with a large Hierarchy and an ALL node, collapse the hierarchy and/or use
the drill capability, even in input controls.
● Be aware of progressive chart rendering, which enables chart widgets to display more
quickly when a story is opened a subsequent time (within an hour). This setting is enabled
by administrators.
● For Tables with large amounts of data, avoid Styling Rules.
● Enable the “High Performance” power plan (in your computer settings) if scrolling in tables
is slow.

LESSON SUMMARY
You should now be able to:
● Select and apply preferences in a story.
● Apply best practices for performance.

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 Unit 3
Lesson 7
Using Data Point Comments

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Work with data point comments.

Data Point Comments

In addition to adding metadata comments to a widget, you can also comment on a specific
data point in a table and in a comment widget. A comment on a data point is similar to
commenting on a single cell in Microsoft Excel. Data point comments can be made only to
planning models or an SAP BPC live model.
In order to add data point comments, you first must enable the Allow Data Point Comments
option in the Properties section of the builder panel for the table.

Figure 33: Allow Data Point Comments

Add Data Point Comment

Once the table allows data point comments, you can add one as follows:

1. Select the data cell to which you want to add a comment.

2. Right-click and then select Add Data Point Comment.

3. Enter your comment in the displayed dialog and select Add Comment to submit the
comment. The comment is posted as part of a thread, and a colored wedge shape is
displayed at the top right of the cell.

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Unit 3: Configuring Story Elements

Figure 34: Column Comment in a Table

Add a Comment Column

Comments in tables can either be in cells with the data or in separate columns. To add a
column for comments, right-click on a column header and choose Add
calculation → Comment → Single/Repeating. As a result, existing comments will be
displayed in the column and users can double-click cells to add additional comments.

View Comments
You can view data point comments either directly in the table, within a cell, or in a designated
comment column. You can also view the comments in the Comment Widget.

Figure 35: View Data Point Comments

LESSON SUMMARY
You should now be able to:
● Work with data point comments.

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 Unit 3

Learning Assessment

1. When using a model in a story, all table features are available, regardless of the model
type.
Determine whether this statement is true or false.

X True

X False

2. You can apply a style only to the table header.

Determine whether this statement is true or false.

X True

X False

3. What is a benefit of chart scaling?

Choose the correct answer.

X A It is applied by default

X B It ensures that you have a consistent display of values across multiple charts

X C It applies only to column charts

4. To include time in a chart variance, you must have a Date dimension in the chart.
Determine whether this statement is true or false.

X True

X False

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Unit 3: Learning Assessment

5. You want to create a story in SAP Analytics Cloud and present the data of storage
locations in the Geo Map widget. Which models you can use for the map?
Choose the correct answers.

X A Import models manually uploaded

X B Planning models

X C Live models on SAP HANA data

6. How do you alter the colors on charts based on thresholds?

Choose the correct answer.

X A Styling rules

X B Scale Format

X C Templates

X D Conditional formatting

7. Thresholds can be defined at both the model and story levels.

Determine whether this statement is true or false.

X True

X False

8. What programming languages enable you to create custom charts and graphs?
Choose the correct answers.

X A HTML

X B R

X C C

X D JavaScript

9. You can define a hyperlink for a text widget.

Determine whether this statement is true or false.

X True

X False

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 Unit 3: Learning Assessment

10. A story used as a launchpad provides access only to other pages in the launchpad story.
Determine whether this statement is true or false.

X True

X False

11. What can story themes be used for?

Choose the correct answers.

X A Format new responsive pages

X B Set the number of decimals for charts

X C Format existing responsive pages

X D Set the number of decimals for tables

12. What is a suggested guideline for designing stories?

Choose the correct answer.

X A Have a clear message

X B Use a different font for each page

X C Identify the most important information with the color red

13. To improve story performance, you should use JPG images.

Determine whether this statement is true or false.

X True

X False

14. You cannot enter a data point comment on a single cell in a table, but you can make a
comment on the entire table. What is the problem?
Choose the correct answer.

X A The table is based on an Analytic model

X B The Allow Data Point Comments setting for the table is not enabled

X C The Comment widget must be added to the story page

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Unit 3: Learning Assessment

15. You can view data point comments only in the Comment widget.
Determine whether this statement is true or false.

X True

X False

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 Unit 3

Learning Assessment - Answers

1. When using a model in a story, all table features are available, regardless of the model
type.
Determine whether this statement is true or false.

X True

X False

When using a model in a story, the available table features such as calculations, data
entry, and automatic time determination depend on the type of model.

2. You can apply a style only to the table header.

Determine whether this statement is true or false.

X True

X False

You can apply a style to any table region.

3. What is a benefit of chart scaling?

Choose the correct answer.

X A It is applied by default

X B It ensures that you have a consistent display of values across multiple charts

X C It applies only to column charts

Chart scaling ensures that you have a consistent display of values across multiple charts.

4. To include time in a chart variance, you must have a Date dimension in the chart.
Determine whether this statement is true or false.

X True

X False

To include time in your variance, you must have the Date dimension in your chart.

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Unit 3: Learning Assessment - Answers

5. You want to create a story in SAP Analytics Cloud and present the data of storage
locations in the Geo Map widget. Which models you can use for the map?
Choose the correct answers.

X A Import models manually uploaded

X B Planning models

X C Live models on SAP HANA data

Import models using a manual upload and live models using SAP HANA as a data source
are the two geo models.

6. How do you alter the colors on charts based on thresholds?

Choose the correct answer.

X A Styling rules

X B Scale Format

X C Templates

X D Conditional formatting

Conditional formatting alters the colors on charts based on thresholds.

7. Thresholds can be defined at both the model and story levels.

Determine whether this statement is true or false.

X True

X False

Thresholds can be defined at both the model and story levels.

8. What programming languages enable you to create custom charts and graphs?
Choose the correct answers.

X A HTML

X B R

X C C

X D JavaScript

R is the programming language that enables you to create custom charts and graphs.

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 Unit 3: Learning Assessment - Answers

9. You can define a hyperlink for a text widget.

Determine whether this statement is true or false.

X True

X False

You can define a hyperlink for a text widget.

10. A story used as a launchpad provides access only to other pages in the launchpad story.
Determine whether this statement is true or false.

X True

X False

A story used as a launchpad can provide access to other pages in the launchpad story or
to different stories, or both.

11. What can story themes be used for?

Choose the correct answers.

X A Format new responsive pages

X B Set the number of decimals for charts

X C Format existing responsive pages

X D Set the number of decimals for tables

Story themes can be used to format existing and new responsive pages. The number of
decimals for charts and tables are in their styles.

12. What is a suggested guideline for designing stories?

Choose the correct answer.

X A Have a clear message

X B Use a different font for each page

X C Identify the most important information with the color red

A suggested guideline for designing stories is to have a clear message.

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Unit 3: Learning Assessment - Answers

13. To improve story performance, you should use JPG images.

Determine whether this statement is true or false.

X True

X False

SVG images are the optimal choice, then PNG, and finally, JPG.

14. You cannot enter a data point comment on a single cell in a table, but you can make a
comment on the entire table. What is the problem?
Choose the correct answer.

X A The table is based on an Analytic model

X B The Allow Data Point Comments setting for the table is not enabled

X C The Comment widget must be added to the story page

In order to add data point comments, you first must enable the Allow Data Point
Comments option in the Properties section of the builder panel for the table.

15. You can view data point comments only in the Comment widget.
Determine whether this statement is true or false.

X True

X False

You can view data point comments in a table cell, a comment column, or in the Comment
widget.

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 UNIT 4 Manipulating Data in Stories

Lesson 1
Sorting Data in Stories 67

Lesson 2
Filtering Data in Stories 71

Lesson 3
Blending Data in Models 79

Lesson 4
Calculating Data in Stories 83

UNIT OBJECTIVES

● Apply advanced, custom, and value sorting to stories.

● Filter data in stories.
● Use blending for creating stories with data from multiple models and datasets.
● Calculate data in stories using the calculation editor.

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Unit 4: Manipulating Data in Stories

66 © Copyright. All rights reserved.

 Unit 4
Lesson 1
Sorting Data in Stories

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Apply advanced, custom, and value sorting to stories.

Custom and Advanced Sorting

You can sort measures and dimensions in tables and charts in ascending or descending order,
or you can set your own custom order for dimensions.
Setting a custom sort order is only available in Edit mode, but once set, it can be applied in
View mode.
You can sort on multiple dimensions within the chart, but you cannot sort on dimensions and
measures together and you can only sort on one measure at a time. However, when you have
multiple dimensions in your chart, you can apply ranking to one dimension and sorting to
another.

Figure 36: Sorting

Break Grouping
Use Break Grouping when there are multiple dimensions in your chart. If Break Grouping is
enabled, the sort will be applied to the selected data on the inner dimension and those
dimension members will not remain in their original groupings. If Break Grouping is not
enabled, the sort is performed on the outer dimension first and then inner dimensions.

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Unit 4: Manipulating Data in Stories

In the figure, Break Grouping On, the chart literally sorts the Gross Margin values, not keeping
them in their respective Region groupings. But, the chart in the figure, Break Grouping Off, has
turned off Break Grouping, so the Gross Margin values are sorted within their Region
groupings.

Figure 37: Break Grouping On

Figure 38: Break Grouping Off

Value Sorting
Value sorting is simply sorting on numeric values in a table (such as measures or account
values) rather than non-numeric values (such as Product names). However, in a table with
dimensions in both Rows and Columns, you can sort either vertically or horizontally.

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 Lesson: Sorting Data in Stories

Figure 39: Value Sorting

LESSON SUMMARY
You should now be able to:
● Apply advanced, custom, and value sorting to stories.

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Unit 4: Manipulating Data in Stories

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 Unit 4
Lesson 2
Filtering Data in Stories

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Filter data in stories.

Story Filters
Use story filters to narrow the scope of your analysis. Story filters allow you to apply filters for
all charts in a story that are based on the same model. They are used for specific dimensions
or measures and can apply to all components of a story.

Figure 40: Story Filters

Widget Filters
While defining a widget in the Builder panel, you can pre-filter the data that the widget displays
in the Filter area.

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Unit 4: Manipulating Data in Stories

Figure 41: Builder Pane Filter

Prompts/Variables
A data source for a chart or table may prompt you to select dimension members before data
can be displayed. If the data source you select to create a chart or table has prompts or
variables to be set, a prompt will appear when you create the first chart or table that uses the
data source. After the responses to the prompts/variables are set, the information you
provide will be used by all tables and charts that use the same data source.

Input Controls
Input controls are page filters that allow story viewers to filter data, compare figures, and
explore relationships directly from a story page. When selecting All in an input control, only
dimension members that have values in the underlying model are selected, or Booked
members. Unbooked members (members that have no measure values associated with
them) are not displayed. In other words, All does not necessarily select all possible dimension
members.
It is also possible to use an input control to exclude members from the data analysis. When
the user selects a member, its value will not appear in the widget, but all other members'
values will.

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 Lesson: Filtering Data in Stories

Figure 42: Input Controls

You can also use input controls to allow users to change what specific dimensions and/or
measures are displayed in a table or chart.

Figure 43: Dimension Input Control

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Unit 4: Manipulating Data in Stories

Figure 44: Measure Input Control

When using an input control for time, the ranges can be fixed or dynamic. For example, you
could choose the fixed range, January 2019 to December 2019. If this story is opened in 2020,
the story will still show 2019 data.

Figure 45: Input Control for the Time Dimension

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 Lesson: Filtering Data in Stories

Figure 46: Dynamic Input Controls for the Time Dimension

Dynamic date selections are based on the current date. They offer dynamic options such as
current year, current quarter, and current month, and you can offset the range from the
current date with the Previous and Next options.

Time Series Chart Filter Options

The time series chart has a built-in time filtering mechanism allowing users to change the time
frame display in the chart.
In your time series chart, you can show the absolute value of a measure for any given data
point, or you can show the relative percentage difference over time.

Figure 47: Time Series Chart

In addition, the relative difference can calculated from the first visible data point to all other
visible data points. When the time frame is adjusted (moved, shrunk, or stretched), the
relative differences are updated.

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Unit 4: Manipulating Data in Stories

Component Filters
Component filters are used to filter data visualized in a component, and can be a single filter
or a predefined filter like a ranking. You can right-click on a bar in a chart or a row in a table
and choose Filter to limit the data.

Figure 48: Component Filter

Filter by Hyperlinks
In filtering by hyperlinks, you have the option to set filters to jump from one page to another,
to a different story, or to an external website. For example, as shown in the figure, Chart
Component Hyperlink Filter, you can set a filter to jump to a page in a story. If you select Apply
Selected dimension as filter, your selected cell is passed as a filter value to the Link to
specifications.

Figure 49: Chart Component Hyperlink Filter

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 Lesson: Filtering Data in Stories

Linked Analysis
Linked analysis is similar to filtering by hyperlinks in that you can use one widget to filter
others. The primary difference is that this functionality filters only the story where Linked
Analysis is defined. In other words, you cannot link to another story or external web site.
Linked analysis is available when working on multiple widgets and a single model. Linked
analysis can also be used for widgets from different models as long as the models are
blended. Blending is covered in an upcoming lesson.
To configure Linked Analysis:

1. Select a table, or chart, and choose Linked Analysis from the More Options button.

2. Choose the appropriate interaction option.

The Linked Analysis widget acts as the source and destination.

3. Choose Apply to set the option.

Advanced Filters
Advanced filtering allows you to create story and page filters based on multiple dimensions by
defining a set of logical conditions.
The dimensions used in advanced filtering can be filtered by using AND or OR conditions.
These conditions can be set to include or exclude the data that satisfies the filter conditions.
The figure, Advanced Filtering Example, illustrates advanced filters defined to return United
States data for all years and overseas data only for 2018.

Figure 50: Advanced Filtering Example

Additional Information
For more information on advanced filtering, watch this video tutorial.

Cascading Filters
With cascading filters, selections you make to a filter affect related filters in the same story or
page. For example, if you have both Country and Region filters on a page, and you change the

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Unit 4: Manipulating Data in Stories

Country filter value from All to Sweden, the Region filter updates to show only regions within
Sweden. All other region names are hidden.
This cascading filter effect is applied by default. You can turn it off in the More Actions options
for a specific filter or input control.

Figure 51: Cascading Filters

LESSON SUMMARY
You should now be able to:
● Filter data in stories.

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 Unit 4
Lesson 3
Blending Data in Models

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Use blending for creating stories with data from multiple models and datasets.

Add New Data

You can create a story with visualizations using data from multiple models and datasets. For
example, one page could contain visualizations on data from a Sales model, and another
page, visualizations on data from a Customer model. Or, visualizations on data from both
models can be placed on a single page.

Figure 52: Data from Multiple Models on One Story Page

Link and Blend Data

Linked Dimensions
You can create links between dimensions to define the common data in multiple models and
datasets. You can then use the linked dimensions to create blended charts or tables that
display data from multiple models/datasets. Linked dimensions also allow you to create
filters that simultaneously update all charts that include linked data. Filters on linked
dimensions can be used at the story, page, and linked analysis levels.
When linking dimensions between models/datasets, the names of the dimensions can be
different. For example, you can link a dimension called Store with a dimension called Retail
Establishment. What is important is the data each dimension represents must be the same.
Linking dimensions essentially communicates to SAP Analytics Cloud that "this data is the
same as that data" between two models/datasets.

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Blend Data
Blending enables you to join a primary data source with secondary data sources that contain
common linked dimensions in a single story. For example, you can blend data from a
corporate data source with data from a local spreadsheet, or blend data from a public model
with data from a private dataset that has been added to the story. Blending can be done
within individual tables and charts.
The figure, Blending Result, illustrates the blending of data from two tables.

Figure 53: Blending Result

After blending, you can create calculations that use measures from multiple data sources.

Note:
A new model is not created when you blend models, and the original models are
not modified. Links between models that are blended occur only within a story.
The Function Blending is only been supported in the classic design mode.

Link Types
When you link the dimensions for blending models, you have three link types:

1. Primary data only: Displays only the dimension data from the first model.

2. Intersecting data only: Displays only the dimension data that is common in both models.

3. All data: Displays the dimension data from both models.

Blending Scenarios
Some common uses for blending are as follows:
● Comparing data of actuals from a corporate SAP source with plans stored from a non-SAP
source.

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 Lesson: Blending Data in Models

● Comparing sales results against market benchmarks, or marketing campaign results

available in .csv files, or data provided by a third party consulting firm.
● Creating custom calculations based on key performance indicators from different data
models, such as public census data.

Note:
When creating linked dimensions for SAP Business Warehouse data sources, you
can choose to link on matching hierarchies.

LESSON SUMMARY
You should now be able to:
● Use blending for creating stories with data from multiple models and datasets.

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 Unit 4
Lesson 4
Calculating Data in Stories

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Calculate data in stories using the calculation editor.

Create Calculated Measures

Calculation Editor
In a story, the calculation editor allows you to create calculations for a chart or table. For each
type of calculation, a new calculated member is created. You can also use dimension
attributes as part of a calculation.

Supported Calculation Types

The following calculation types are supported:
● Calculated Measure: Perform a mathematical calculation on one or more members of
either the account dimension or the measure.
● Restricted Measure: Restrict the data from a member of the account dimension or a
measure so that it includes certain members of one or more dimensions. For the date
dimension, you can pick dynamic values, such as year-to-date or previous quarter.
● Difference From: Find the difference in a value between a specific date and time relative to
that date.
● Aggregation: Create calculations from aggregations such as sum, count, average, etc. You
can also choose what conditions are required for the aggregation to be applied, and when
the conditions are required.
● Date Difference: Create a calculation that shows the time interval between two dates,
either days, months, or years.
● Dimension to Measure: Convert a string data format to a numeric format.
● Running Total: Create a running calculation in a table or chart based on the dimensions in
the widget.
● Currency Conversion: For models with currency conversion enabled, calculate a value
based on a currency exchange rate.

Note:
Not all data sources for models support all calculation types.

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In a measure-based model, developers can create calculated measures in the model in cases
where they need to be shared across stories.
Additionally, since a measure-based model can contain an account dimension as well as
measures, it does not support (or need) cross calculations. Cross calculations are still
available for account-based models, but SAP recommends using measure-based models. For
this reason, cross calculations are not emphasized in the training.

Create a Calculated Measure

Create a calculated measure in the Builder panel. When setting up your calculation, you apply
the typical formula functions, conditions, and operators to the data contained in your model.
Calculated measures allow you to perform mathematical and Boolean operations on your
data.

Figure 54: Create a Calculated Measure

For example, you can use a calculated measure to multiply the sales measure by 20%.
You can add preset functions, conditions, and operators by selecting options in the Formula
Functions list. You can use IF conditional functions, and you can display a list of possible
formulas for the function by pressing Ctrl + Space Bar.

Note:
Calculated measures that are used to calculate ratios such as gross margin % will
display a "-" when the denominator is null or zero.

A restricted measure allows you to focus on a measure for a specific dimension member. For
example, if 2020 was a particularly important year for your sales revenue, you can create a
restricted measure for 2020 Sales Revenue to compare with all other year's revenue
amounts.

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 Lesson: Calculating Data in Stories

Figure 55: Example: Restricted Measure

With the Difference From calculation you can very easily calculate the difference in a measure
between two dates with simple drop-down configuration options.

Figure 56: Example: Difference From

Simple Calculations
You can also add simple calculations by selecting two measures in a widget, right-click,
choose Add calculation, and choose the calculation you want.

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Unit 4: Manipulating Data in Stories

Figure 57: Simple Calculations

When you add a calculation (or column/row) to a table, you are given the option to add it
either as a Repeating or Single column/row. This option is only applicable if you have more
than one dimension in a row/column. The table in the figure, Simple Calculations, there is only
one dimension in the rows, so it does not matter if Repeating or Single is selected.
In the figure, Repeating, there is a dimension in the columns, along with the two measures.
Choosing Repeating adds the Subtract calculation to every dimension member column.

Figure 58: Repeating

In the figure, Single, only the dimension member whose column was right-clicked has the
Subtract calculation.

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 Lesson: Calculating Data in Stories

Figure 59: Single

Create Calculated Dimensions

Calculated Dimensions
You can create calculations on dimensions to manipulate non-numeric data; for example, to
concatenate dimensions together, group dimensions, etc.

Figure 60: Create Calculated Dimensions

Note:
SAP Business Warehouse and SAP BusinessObjects Universe live models do not
support dimension type calculations.

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Unit 4: Manipulating Data in Stories

Figure 61: Calculated Dimension Example

Measure-Based Dimensions
When you are working with a high number of dimension members, it may be useful to group
them based on a certain measure. For example, in a sales workflow, you want to group sales
managers based on how much revenue they are bringing in. Measure-based Dimensions allow
you to easily create a new calculated dimension and define the criteria for the dimension
members.

Figure 62: Example: Create an Income Level Dimension by Store

Moreover, as your data gets updated, the Measure-based Dimension members will be
updated accordingly.

Table Formulas
You can use table formulas to perform cell-based calculations similar to Microsoft Excel
syntax. The figure Example: Table Formula illustrates calculating the percentage of sales by
referencing specific cells in the table. You can use a table formula where a cell is locked via $;
for example, $D$5.

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 Lesson: Calculating Data in Stories

Figure 63: Example: Table Formula

In the example, cell C2 represents the Forecast Gross Sales for each Product member in the
hierarchy. Cell C$4 represents the Forecast Gross Sales for the entire Product Group
member; in other words, the total Forecast Gross Sales.

Note:
The row number and column letters are not displayed in the table by default but
can be activated for easier cell identification.

Additional Information
For more information regarding table formulas, see the Formula Bar topic in the SAP
Analytics Cloud user guide.

LESSON SUMMARY
You should now be able to:
● Calculate data in stories using the calculation editor.

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 Unit 4

Learning Assessment

1. In what order can data be sorted?

Choose the correct answers.

X A Ascending

X B Descending

X C Specialized

X D Custom

2. In your story you use one chart and one table, which are based on the same data source
with a prompt. Your colleague says that the response on the prompt will automatically
filter the data of the chart and the table. Is the statement of your colleague true or false?
Determine whether this statement is true or false.

X True

X False

3. When using an input control for time, the time ranges must be fixed.
Determine whether this statement is true or false.

X True

X False

4. You are asked to create a story with a table where the users can choose which dimension
is displayed in the rows of the table. How could you meet this request?
Choose the correct answer.

X A Use a story filter

X B Use an advanced filter

X C Use a dimension input control

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Unit 4: Learning Assessment

5. You have created a story with two charts. The second chart should be filtered
automatically by the filter used for the first chart. What do you use to enable this scenario?
Choose the correct answer.

X A Component Link

X B Grouped Analysis

X C Linked Analysis

X D Story Link

6. A story can contain only one data source.

Determine whether this statement is true or false.

X True

X False

7. Blending enables you to join a primary data source with secondary data sources that
contain common linked dimensions.
Determine whether this statement is true or false.

X True

X False

8. What are supported calculation types?

Choose the correct answers.

X A Calculated Measures

X B Restricted Measures

X C Disaggregation

X D Aggregation

9. You can use IF statements in SAP Analytics Cloud story calculations.

Determine whether this statement is true or false.

X True

X False

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 Unit 4: Learning Assessment

10. You can create calculations only on measures.

Determine whether this statement is true or false.

X True

X False

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 Unit 4

Learning Assessment - Answers

1. In what order can data be sorted?

Choose the correct answers.

X A Ascending

X B Descending

X C Specialized

X D Custom

Data can be sorted in ascending, descending, or with a custom sort order.

2. In your story you use one chart and one table, which are based on the same data source
with a prompt. Your colleague says that the response on the prompt will automatically
filter the data of the chart and the table. Is the statement of your colleague true or false?
Determine whether this statement is true or false.

X True

X False

When a data source for a story includes variables/prompts, all tables and charts based on
that data source are filtered to the variable response.

3. When using an input control for time, the time ranges must be fixed.
Determine whether this statement is true or false.

X True

X False

When using an input control for time, the time ranges can be either fixed or dynamic.

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 Unit 4: Learning Assessment - Answers

4. You are asked to create a story with a table where the users can choose which dimension
is displayed in the rows of the table. How could you meet this request?
Choose the correct answer.

X A Use a story filter

X B Use an advanced filter

X C Use a dimension input control

You can use input controls to allow users to change what specific dimensions and/or
measure are displayed in a table or chart.

5. You have created a story with two charts. The second chart should be filtered
automatically by the filter used for the first chart. What do you use to enable this scenario?
Choose the correct answer.

X A Component Link

X B Grouped Analysis

X C Linked Analysis

X D Story Link

Linked Analysis allows you to enable one component to filter other components in a story.

6. A story can contain only one data source.

Determine whether this statement is true or false.

X True

X False

You can create a story with visualizations using data from multiple models and datasets.

7. Blending enables you to join a primary data source with secondary data sources that
contain common linked dimensions.
Determine whether this statement is true or false.

X True

X False

Blending enables you to join a primary data source with secondary data sources that
contain common linked dimensions.

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Unit 4: Learning Assessment - Answers

8. What are supported calculation types?

Choose the correct answers.

X A Calculated Measures

X B Restricted Measures

X C Disaggregation

X D Aggregation

Calculated measures, restricted measures, and aggregation are supported.

9. You can use IF statements in SAP Analytics Cloud story calculations.

Determine whether this statement is true or false.

X True

X False

IF statements can be used in story calculations.

10. You can create calculations only on measures.

Determine whether this statement is true or false.

X True

X False

You can create calculated measures and dimensions.

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 UNIT 5 Presenting Stories

Lesson 1
Presenting Data on Mobile Devices 99

Lesson 2
Creating a SAP Digital Boardroom 103

UNIT OBJECTIVES

● Optimize story design for mobile use.

● Create an SAP Digital Boardroom to present your stories.

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Unit 5: Presenting Stories

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 Unit 5
Lesson 1
Presenting Data on Mobile Devices

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Optimize story design for mobile use.

SAP Analytics Cloud Mobile

The SAP Analytics Cloud Mobile application is available for iOS and Android mobile devices, so
that you can use SAP Analytics Cloud and its functions on your smart phone or tablet from
anywhere, at any time.

Figure 64: SAP Analytics Cloud Mobile

You can share story links and collaborate with colleagues.

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Unit 5: Presenting Stories

Figure 65: IPhone Example

Share Links
Links to stories and SAP Digital Boardroom presentations opened on a mobile device
automatically launch the SAP Analytics Cloud mobile app and go directly to that content.

Collaborate with Colleagues

Tap the Collaboration button to chat with colleagues in real-time.

Design a Story for Mobile

The Responsive page of a story is required for viewing on mobile devices using the SAP
Analytics Cloud Mobile app (computers can also view Responsive pages).
Stories on mobile devices do not rotate their orientation. Stories can only be viewed in portrait
mode for phones, and landscape mode for tablets.

Note:
If you view the story on your mobile device's browser, Canvas pages are also be
displayed.

Responsive Rules
You can set different font sizes for the resolutions of different device types based on
Responsive Rules you create. This allows story designers to target how text and widgets are
displayed for a single story when viewed across multiple mobile devices.
Select a device and size from the Device Preview Bar at the bottom of the story page, then
with a lane in the story selected, open the Builder panel. You can now define how widgets in
the lane will display on a specific mobile device, or even hide them.

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 Lesson: Presenting Data on Mobile Devices

Figure 66: Responsive Rules per Mobile Device

Hide a Page for Mobile Devices

You can also hide an individual Responsive story page so it does not appear on mobile
devices. Select the drop-down icon for the page and choose Hide in mobile.

Figure 67: Hide a Page for Mobile

Additional Information
Because the features that are available for the mobile app are evolving, refer to Preparing
Stories for Mobile | SAP Help Portal for the most updated information regarding mobile
support.

LESSON SUMMARY
You should now be able to:
● Optimize story design for mobile use.

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Unit 5: Presenting Stories

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 Unit 5
Lesson 2
Creating a SAP Digital Boardroom

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Create an SAP Digital Boardroom to present your stories.

SAP Digital Boardroom

Use SAP Digital Boardroom to enhance the presentation experience with fluid navigation
between content and on-screen interactivity. SAP Digital Boardroom gives decision makers
real-time, digital-enterprise insight into integrated line-of-business data from SAP and third-
party applications. With SAP Digital Boardroom, users can more readily monitor, simulate,
and support business changes to meet the expectations of customers, business partners, and
employees.

Figure 68: SAP Digital Boardroom: Built on SAP Analytics Cloud

Use Responsive Pages

It is recommended to design SAP Digital Boardroom presentations using responsive story
pages. Responsive pages allow you to create layouts that automatically resize and reflow
when viewed on different screen sizes and are required for viewing on mobile devices.
Limitations: Canvas pages can also be used; however, grid pages are not supported. If a story
contains a mixture of responsive, canvas, and grid page types, only the responsive and canvas
pages are imported into the SAP Digital Boardroom builder.

SAP Digital Boardroom Presentation Types

When you create a new SAP Digital Boardroom, you can choose either the agenda or
dashboard option.

Agenda Presentation Type

The agenda presentation type is the traditional boardroom meeting structure. You create
the agenda items that you want, then you add and combine pages from stories into your
topics.

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Unit 5: Presenting Stories

Choose the + button to add a topic to the agenda. Choose Library to open the Stories
window and import your stories. Once the stories are imported, drag and drop the stories
from the Imported Stories area with multiple pages, or choose Expand to select single or
multiple pages of stories to go into your topic. You can use Ctrl+Shift to select
multiple items from the Imported Stories area.
Dashboard Presentation Type
The dashboard presentation type is a modern, exploratory, corporate steering
dashboard. You can create free-form topics to match your business organization. You
can then add and combine pages from stories.

Single Screen Setups

You can use a single large screen or a single touch-screen monitor connected to a PC for
viewing and interacting with your Digital Boardroom. With a single screen, the visible page can
show a preview of pages in the same topic. You can select or swipe from one to the next, or
jump from one to another using bread crumbs or other navigation features.
A SAP Digital Boardroom app is available in the Microsoft store. It integrates SAP Digital
Boardroom with Microsoft Surface Hub collaboration features including e-mail, Skype, and
drawing. To install the app, just follow the store instructions on your Surface Hub device.
Another option is a video wall, where several individual monitors are combined into a single
screen.

Multiple Screen Setups

With multiple large 4K touch screens connected to a single PC, you can present several topic
pages at once. You can connect up to three screens to provide an immersive experience. A
standard PC can support three monitors with HDMI or DVI ports.

Virtual Collaboration: Extend the Boardroom Experience to a Remote Audience

The SAP Digital Boardroom also provides engagement with a remote audience by allowing:
● Screen-sharing
● Handing over presentation control
● Annotations for both main presenter and remote audience

Figure 69: Extend the Boardroom Experience to a Remote Audience

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 Lesson: Creating a SAP Digital Boardroom

Additional Information
For design tips, refer to Presentation Settings and Theming .

To Create a Digital Boardroom

1. From the Navigation Bar, choose Digital Boardroom.

2. Name the Digital Boardroom.

3. Choose the presentation type.

4. Name the top node.

5. Add + a topic(s) and name it/them.

6. Import the necessary stories into the boardroom builder.

7. Expand the stories and drop the appropriate pages to the appropriate nodes.

8. Save the boardroom and run the presentation .

LESSON SUMMARY
You should now be able to:
● Create an SAP Digital Boardroom to present your stories.

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Unit 5: Presenting Stories

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 Unit 5

Learning Assessment

1. You have created a story and want to show it on a mobile device. Which mobile device is
supported by SAP Analytics Cloud?
Choose the correct answers.

X A iOS

X B Android

X C BlackberryOS

2. Only canvas pages can be viewed on a mobile device using the SAP Analytics Cloud mobile
app.
Determine whether this statement is true or false.

X True

X False

3. The SAP Digital Boardroom is a fully automated tool that instantly creates relevant
visualizations during a meeting. No preparation is needed before the meeting.
Determine whether this statement is true or false.

X True

X False

4. You can view a digital boardroom on multiple screens.

Determine whether this statement is true or false.

X True

X False

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 Unit 5

Learning Assessment - Answers

1. You have created a story and want to show it on a mobile device. Which mobile device is
supported by SAP Analytics Cloud?
Choose the correct answers.

X A iOS

X B Android

X C BlackberryOS

SAP Analytics Cloud supports the iOS and Android mobile devices.

2. Only canvas pages can be viewed on a mobile device using the SAP Analytics Cloud mobile
app.
Determine whether this statement is true or false.

X True

X False

Responsive pages can be viewed in the app, but not canvas pages.

3. The SAP Digital Boardroom is a fully automated tool that instantly creates relevant
visualizations during a meeting. No preparation is needed before the meeting.
Determine whether this statement is true or false.

X True

X False

The content that needs to be displayed must be created and prepared in advance. You
create the agenda items that you want, then you add and combine pages from stories into
your topics.

4. You can view a digital boardroom on multiple screens.

Determine whether this statement is true or false.

X True

X False

You can view a digital boardroom on up to 3 screens.

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