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openSAP Lum1 Week 2 All Slides

This document covers the creation and manipulation of stories using SAP Lumira Discovery, focusing on data visualization, filters, and input controls. It details the user interface, types of visualizations, and the differences between data preparation methods. Additionally, it explains how to create interactive stories through filters and input controls to enhance data analysis.

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0% found this document useful (0 votes)
10 views60 pages

openSAP Lum1 Week 2 All Slides

This document covers the creation and manipulation of stories using SAP Lumira Discovery, focusing on data visualization, filters, and input controls. It details the user interface, types of visualizations, and the differences between data preparation methods. Additionally, it explains how to create interactive stories through filters and input controls to enhance data analysis.

Uploaded by

edferpla
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Week 2: Agile Visualization

Unit 1: Creating a Story on Enterprise or


Personal Data
Creating a Story on Enterprise or Personal Data
What are the takeaways of this unit?

SAP Lumira Discovery User Interface


▪ SAP Lumira Discovery home screen
▪ Exploring and enriching imported data
▪ Differences in data preparation of BW Live and BW Import
▪ Application toolbar – Working with data
▪ Canvas experience
▪ Design tab and contextual actions

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Creating a Story on Enterprise or Personal Data
SAP Lumira Discovery home screen

Access file Create new


menu for documents by
preferences, clicking recently
extensions, used connections Search to quickly
Save etc. find a document

You can connect or edit connections,


or view all documents using those
connections
Connect to a
new source / Click to open any
create a new existing document
Toggle between
document by (represented as tile)
your local or BI
clicking type of
platform
data source you
documents
wish to explore

Note: Log on once to BI platform across workflows i.e. listing, connect to managed connections, save to BI platform and
access universes (UNX)
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3
Creating a Story on Enterprise or Personal Data
Exploring and enriching imported data

Click here for selected


column’s summary

Toggle between
facet and grid view
Switch back to
design view

Selected
dataset in
view

Contextual actions Contextual actions for


for measures dimension columns

Select here
to view this
dataset

Quick Menu on
cell, displays 4
often used actions

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4


Creating a Story on Enterprise or Personal Data
Differences in data preparation of BW Live and BW Import

BW Live Live Query Imported Query


▪ Hierarchies are not visible in the dataset view
▪ Data can’t be previewed – no DataView tab
▪ No data manipulation on dataset level
▪ No merging or blending

BW Import
▪ Hierarchies are displayed to acquired level
▪ Data preview
▪ Full data manipulation capabilities

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5


Creating a Story on Enterprise or Personal Data
Application toolbar – Working with data

Save document Refresh document Merge datasets Define blending


via left-outer or links between
inner joins two datasets

Undo-Redo

Create
Imported Data
input
control Options

Show/Hide object Select and


picker panel insert chart to
Toggle Export canvas
Create calculated
filter bar to PDF
Add more data measures and
sources to the dimensions Live Data Options
document (only same
source type for live Append Blend datasets
semantically same Edit prompts
connection-based (SAP HANA only)
documents) dataset to an
existing dataset

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6


Creating a Story on Enterprise or Personal Data
Canvas experience

Preview to view
Story navigation, creation, Switch to view your data
documents with
cloning, deletion etc. (imported sources only)
the eyes of
consumer users

Toggle
between
Dataset
activities and
Design tab
for
Move multiple objects at
infographics,
the same time, precisely
shapes, pics,
where you want, in the
and chart
size you want Options to view
properties
page as fit to
content, actual
size, fit to height
and fit to width

Enable gridlines
Organize pages and for canvas
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC
define layout size 7
Creating a Story on Enterprise or Personal Data
Design tab and contextual actions

▪ Create meaningful stories with images, text elements, shapes, illustrations, visualization properties
…for text elements on canvas

Illustrations Shapes

Images

…for shapes & illustrations

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8


Thank you.
Contact information:

[email protected]
© 2017 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components
of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated
companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are
set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release
any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products,
and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The
information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various
risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
and they should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company)
in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.
See http://global.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Week 2: Agile Visualization
Unit 2: Exploring and Analyzing Data with
Visualizations
Exploring and Analyzing Data with Visualizations
What are the takeaways of this unit?

Working with Visualizations


▪ Creating visualizations
▪ Chart types
▪ Chart type examples
▪ Performing visualization and element-level actions
▪ Formatting visualizations
▪ Geomaps
▪ Crosstab
▪ Contextual actions

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Exploring and Analyzing Data with Visualizations
Creating visualizations

Select and insert basic


chart. It gets added to
available space on canvas

Drag and drop in feeder


panel or chart in maximize
mode or canvas

Insert where you want


using a right-click insert
option
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3
Exploring and Analyzing Data with Visualizations
Chart types

▪ Evolve to complex charts from basic charts Default category, select


to start with basic
▪ For combined charts, change chart type for series: Line, Bar, Stacked charts, most-used base
visualizations available
▪ Assign measures to axis for dual axis charts
here

Create combined and Choose specific charts


dual axis charts from from respective
basic charts categories

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4


Exploring and Analyzing Data with Visualizations
Chart type examples

Waterfall Chart Stacked Charts

Customize increasing Option to display totals on


and decreasing color top of stacked bars

Show/Hide
connector lines

Display totals for Options to show labels as


your waterfall chart value, percentage, or both

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5


Exploring and Analyzing Data with Visualizations
Performing visualization and element-level actions
Visualization Level
▪ Boundaries of visualizations help you identify the mode
▪ Click outside selected visualization to exit mode Single Click
▪ Single click
– Context menu provides visualization level actions
– While on Visualization Properties, selected viz element preselects
property

Element Level

Double Click

▪ Double click
– Context menu provides actions based on selected element
– Same context menu as consumer users on BI platform/preview mode
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6
Exploring and Analyzing Data with Visualizations
Formatting visualizations

Use Set Visualization Properties to modify appearance of visualization


▪ Available options differ based on chart type
▪ Accessible through context menu or design tab
▪ Select visualization area for formatting
– From properties dropdown or by selection of chart elements

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7


Exploring and Analyzing Data with Visualizations
Geo maps

Base maps
▪ Online maps – Default ESRI base map
▪ Offline maps – Nokia / HERE base map

Layer support
▪ Choropleth, bubble, PI, location points, clusters

Corporate GIS server integration


▪ ESRI ArcGIS online
▪ ESRI on-premise
▪ Plot feature service layers on map (polygon)

Data enrichment
▪ Build geo hierarchy by name or lat, long
▪ Animation based on dimension
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8
Exploring and Analyzing Data with Visualizations
Crosstab

Display scaling factor and Drill on level-based Expand/Collapse for


measure units at header level hierarchies for SAP BW Live hierarchies
HANA Live connectivity

Define scaling and


number of decimals to
display for measures

Quickly swap axes


between rows & columns

Select between
Drill on custom, geo, and hierarchies available
date-time hierarchies for in BW Live for given
imported sources characteristic
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9
Exploring and Analyzing Data with Visualizations
Contextual actions Consumer Analyst

Contextual actions via right click differ based on …for visualizations


▪ Data source in use …for visualization elements
▪ Selected object
▪ Selected chart type
▪ Analyst or consumer user

…for crosstab cells


…for crosstab columns

…for visualization elements

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10


Thank you.
Contact information:

[email protected]
© 2017 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components
of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated
companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are
set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release
any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products,
and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The
information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various
risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
and they should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company)
in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.
See http://global.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Week 2: Agile Visualization
Unit 3: Building Interactive Stories Using Filters &
Input Controls
Building Interactive Stories Using Filters & Input Controls
What are the takeaways of this unit?

▪ Filters and filter types


▪ Input controls and types
▪ Creating and working with filters
▪ Drilldown filters
▪ Lasso filters
▪ Linked analysis
▪ Creating and working with input controls
▪ Hyperlinks

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Building Interactive Stories Using Filters & Input Controls
Filters and filter types

Filters Filter Bar


▪ Restriction to limit displayed values of dimensions
▪ Displayed in filter panel
▪ Filter data on visualization, page, story, or data level
Filter Icons
Filter Types Dataset
▪ Dataset filter – pre-filters entire dataset
▪ Story filter – applies to all pages of a story Story

▪ Page filter – applies to selected page


Page
▪ Visualization filter – applies to current visualization
– Rank – filters visualization on defined number of highest or lowest values
– Drill down – drill down and up in hierarchies Visualization
– Lasso filter – lasso filter on values to exclude or filter
Rank
▪ Linked analysis – interactive analysis via visualization linking

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3


Building Interactive Stories Using Filters & Input Controls
Input controls and control types

Input Controls Text control


Slider control
▪ Interactively filter data in your story's visualizations
▪ Apply to each relevant visualization on page or story
Dropdown

Control Types Choice control

▪ Date picker – individual or multiple dates for a date dimension


▪ Slider – numeric values along a slider range – double or single
▪ Dropdown – members shown in a dropdown list
▪ Choice – members shown as list view
Date picker
▪ Text box – type characters or numbers
▪ Complex – Displays value of filters for one or more conditions

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4


Building Interactive Stories Using Filters & Input Controls
Creating and working with filters

Creating Filters Create story or page Click a visualization


filter from filter toolbar filter from quick menu
▪ Add from filter bar or drag dimension to filter bar
▪ DataView mode → dataset filters
▪ Canvas mode → page/story filters
▪ Quick menu, interactive mode, maximize mode
→ visualization filters
▪ Measure filters available only on visualizations
While in interactive mode,
Working with Filters select Visualization and right-
click to filter, exclude, drill
▪ Toggle filter bar
▪ Dimensions can only be used once to create filters
▪ All filters except dataset filters are editable by
Click to define
consumers filter scope
▪ Consumers maximize visualizations to view filters

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5


Building Interactive Stories Using Filters & Input Controls
Drilldown filters

Drill through hierarchical data along a drill path


▪ Drill paths are predefined navigation paths through multiple dimensions
▪ Drill paths exist as geo, date, and custom hierarchies & in imported
hierarchies from SAP HANA and BW and SAP HANA Live

Drill Up Drill Down

Drill Down Drill By

Drill Path
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6
Building Interactive Stories Using Filters & Input Controls
Lasso filters

▪ Lasso select values in charts to filter or exclude members from current visualization
▪ Creates visualization filters for filtered dimensions
▪ Exclude is only available in charts with one dimension

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7


Building Interactive Stories Using Filters & Input Controls
Linked analysis

Interactive analysis via visualization (element) linking


▪ Link two or more visualizations through one dimension
▪ Use lasso select to pass multiple values from linked dimension
Lasso select
▪ Supported between visualizations on one or more pages

Link visualizations

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8


Building Interactive Stories Using Filters & Input Controls
Creating and working with input controls

Creating Input Controls


▪ Drag and drop filters or right-click canvas
▪ Alternatively, use Insert Control option in global toolbar Drag and drop filter,
use Insert Control or
▪ Control types display based on selected dimension right-click canvas

Working with Input Controls


▪ Each input control has an associated filter
▪ In edit mode, all filters are enabled to modify controls
▪ In view mode, input control filters are greyed out
▪ Consumers can use but not create or edit controls
▪ Formatting options & contextual actions
Input control filters
can’t be edited by
consumers
Contextual actions
for input controls
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9
Building Interactive Stories Using Filters & Input Controls
Hyperlinks

You can add 2 types of hyperlinks on page objects


▪ Pointing to an external web page Jumps to content
on specific page
▪ Pointing to another page in same story
▪ No parametrization

Hyperlinks can be added for the following objects


▪ Highlighted text in text boxes
▪ Pictograms
▪ Shapes
▪ Pictures

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10


Thank you.
Contact information:

[email protected]
© 2017 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components
of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated
companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are
set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release
any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products,
and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The
information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various
risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
and they should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company)
in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.
See http://global.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Week 2: Agile Visualization
Unit 4: Consuming Discovery Documents on
SAP BusinessObjects BI Platform
Consuming Discovery Documents on SAP BusinessObjects BI Platform
What are the takeaways of this unit?

▪ Saving documents to SAP BusinessObjects BI platform

View mode options


▪ Options for users with view rights on Discovery documents
▪ Sharing open document links
▪ Creating personal bookmarks
▪ Context menu actions
▪ Exploring options on visualizations

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Consuming Discovery Documents on SAP BusinessObjects BI Platform
Saving documents to SAP BusinessObjects BI platform

Share a document by saving it to SAP BusinessObjects BI platform


▪ Benefit from centrally managed resources and controls
– Sharing of datasets, visualizations, and stories
– Authorizations and connections (including SSO)
– Lifecycle management, scheduling, auditing etc.
▪ Documents with imported data can be saved without data

Save without data (not granted by default)

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3


Consuming Discovery Documents on SAP BusinessObjects BI Platform
Options for users with view rights on Discovery documents

Available functionality
▪ Export data View Mode
▪ Generate open document link
▪ Show/hide filter bar
▪ Save as
▪ Personal bookmarks
▪ Reference line, rank, color,
calculations, conditional
formatting, drill, etc.
▪ Context menu
▪ Schedule, refresh, export to pdf
→ based on user rights

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4


Consuming Discovery Documents on SAP BusinessObjects BI Platform
Sharing open document links

Generate direct links for opening SAP Lumira Discovery documents


▪ Share documents, specific stories, or pages with others
▪ Personal bookmarks can’t be shared
▪ Users need relevant authorizations to access the document

No logon screen if
SSO configured

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5


Consuming Discovery Documents on SAP BusinessObjects BI Platform
Creating personal bookmarks

Personalize your Discovery documents


▪ Create personal bookmarks in view mode
– Capture filters (no prompts or variables), input
controls, sorting, ranking, and custom calculations
– Search, delete, or set bookmarks as default
– Only visible to bookmark creator
▪ Bookmarks are automatically saved at creation time Recently viewed
▪ To edit a bookmark, overwrite the existing one
▪ Recently viewed bookmarks are listed
▪ Consume global bookmarks created by other users
▪ Save As for document is disabled on bookmarks

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6


Consuming Discovery Documents on SAP BusinessObjects BI Platform
Context menu actions

Contextual actions via right-click


▪ Differ based on data source in use
▪ Differ based on selected object
BW Live Imported data

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7


Consuming Discovery Documents on SAP BusinessObjects BI Platform
Exploring options on visualizations

Explore data in maximize mode or by clicking


visualization
▪ Define scaling factors and decimals
▪ Filter, rank, show, hide labels
▪ Export aggregated or detailed records to CSV or XLSX
▪ Create conditional formatting and reference lines
▪ Choose between color palettes of 12 or customize your
own dimension palettes
▪ Add calculated measures based on aggregated data
– Counter, running calculation, moving average,
percentage of, difference from
– Custom calculation based on data source measures
and visualization dimensions
– Add/remove predefined calculations

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8


Thank you.
Contact information:

[email protected]
© 2017 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components
of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated
companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are
set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release
any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products,
and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The
information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various
risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
and they should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company)
in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.
See http://global.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Week 2: Agile Visualization
Unit 5: Editing Discovery Documents on
SAP BusinessObjects BI Platform
Editing Discovery Documents on SAP BusinessObjects BI Platform
What are the takeaways of this unit?

Different use cases


▪ Options for users with edit rights on Discovery documents
▪ Creating new Discovery documents on SAP BusinessObjects BI platform
▪ Editing documents on SAP BusinessObjects BI platform through Discovery client
▪ Alternative data preparation strategy
▪ Imported data in Discovery can be used as SAP HANA Live data on SAP BusinessObjects BI platform

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Editing Discovery Documents on SAP BusinessObjects BI Platform
Different use cases

Discovery client use cases


▪ Create ready-to-use Discovery documents to be consumed by end users
▪ Create Discovery document with prepared data to be enhanced by analysts
▪ Add imported data, merge, or manipulate datasets by opening platform documents in the client
▪ Publish imported datasets to SAP HANA to enable live analysis on SAP BusinessObjects BI platform

SAP BusinessObjects BI platform use cases


▪ Edit existing documents on BI platform by adding/changing visualizations, add online data, blend data
▪ Create new documents on BI platform based on SAP HANA Live or SAP BW Live data

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3


Editing Discovery Documents on SAP BusinessObjects BI Platform
Options for users with edit rights on Discovery documents

Design mode
Design mode options
▪ Create global bookmarks
▪ Save documents
▪ Full edit options like in discovery
▪ No dataset changes, no merging
▪ Link datasets (except for BW Live)
▪ New dataset (for Live data only)

BW Live Imported data SAP HANA Live

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4


Editing Discovery Documents on SAP BusinessObjects BI Platform
Creating new Discovery documents on SAP BusinessObjects BI platform

▪ Available for SAP HANA Live data (HTTP/INA based) and SAP BW
▪ OLAP-managed connections required
▪ Load additional datasets from same system

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5


Editing Discovery Documents on SAP BusinessObjects BI Platform
Edit documents on SAP BusinessObjects BI platform through Discovery client

Edit platform documents directly from your client


▪ Opening opens a document directly on BI platform
▪ Edit rights are needed to save a document
▪ Enables you to add imported data, merge, and Logon to SAP BI platform
manipulate datasets
▪ Refresh platform documents locally

Users with view rights can’t save the document

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6


Editing Discovery Documents on SAP BusinessObjects BI Platform
Alternative data preparation strategy

Create Discovery documents with prepared data to be enhanced by analysts on BI platform


▪ Analysts can create visualizations without need of desktop installation
▪ A few data scientists with powerful machines create reliable datasets for the business
▪ Enables data scientists & data analysts to focus on their competencies

Data Scientist Data Analyst

prepare visualize

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7


Editing Discovery Documents on SAP BusinessObjects BI Platform
Imported data in Discovery can be used as SAP HANA Live data on SAP BusinessObjects BI platform

Datasets are published from DataView mode to SAP HANA as new analytic views
▪ Supports centralized data management
▪ Aggregation types other than SUM, MIN, MAX, COUNT are ignored from OLAP data sources
▪ Supports hierarchies
▪ Use SAP HANA view as new live data source on BI platform
▪ Enables indirect “blending” of SAP HANA Live & imported data

DataView mode
Create new SAP HANA Live document
on BI platform

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8


Editing Discovery Documents on SAP BusinessObjects BI Platform
Imported data in Discovery can be used as SAP HANA Live data on SAP BusinessObjects BI platform

Datasets are published from DataView mode to SAP HANA as new analytic views
▪ Supports centralized data management
▪ Aggregation types other than SUM, MIN, MAX, COUNT are ignored from OLAP data sources
▪ Supports hierarchies
▪ Use SAP HANA view as new live data source on BI platform
▪ Enables indirect “blending” of SAP HANA Live & imported data

DataView mode
Create new SAP HANA Live document
on BI platform

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9


Thank you.
Contact information:

[email protected]
© 2017 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.

The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components
of other software vendors. National product specifications may vary.

These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated
companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are
set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release
any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products,
and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The
information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various
risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,
and they should not be relied upon in making purchasing decisions.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company)
in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.
See http://global.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Week 2: Agile Visualization
Unit 6: Demo Use Cases Interacting with
SAP BusinessObjects BI Platform
Demo Use Cases Interacting with SAP BusinessObjects BI Platform
Demo 1

Demo Use Case 1


▪ Edit a Discovery document with imported data on BI platform
▪ Add a new dataset by opening the platform document in the Discovery client
▪ Blend imported data on BI platform

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2


Demo Use Cases Interacting with SAP BusinessObjects BI Platform
Demo 2

Demo Use Case 2


▪ Create a new Discovery document on BI platform based on SAP HANA Live dataset
▪ You want to link with data available in Excel
▪ Publish imported Excel data to SAP HANA to enable live analysis on SAP BusinessObjects BI platform
▪ Blend 2 live datasets on BI platform

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3


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