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Learning SAP Analytics Cloud

Book Description

Start making better business decisions backed by data

About This Book

  • Predict new opportunities and risks in a few mouse clicks
  • Eliminate complexity with tools that let you plan, analyze, and collaborate in context—in real time
  • Discover, visualize, plan, and predict in a single product with agile BI tools

Who This Book Is For

This book targets IT professionals, business analysts, BI developers, managers, newcomers to SAP Analytics Cloud, and ultimately anyone who wants to learn from self-paced, professional guidance and needs a solid foundation in SAP Analytics Cloud.

What You Will Learn

  • A clear understanding of SAP Analytics Cloud platform
  • Create data models using different data sources, including Excel and text files .
  • Present professional analyses using different types of charts, tables, geo maps, and more
  • Using stories, drill up and down instantly to analyze data from various angles
  • Share completed stories with other team members or compile them in SAP Digital Boardroom agendas for presentation to major stakeholders
  • Export the results of a story to a PDF file
  • Save time by planning, analyzing, predicting, and collaborating in context
  • Discover, visualize, plan, and predict in one product as opposed to separate solutions

In Detail

The book starts with the basics of SAP Analytics Cloud (formerly known as SAP BusinessObjects Cloud) and exposes almost every significant feature a beginner needs to master. Packed with illustrations and short, essential, to-the-point descriptions, the book provides a unique learning experience. Your journey of exploration starts with a basic introduction to the SAP Analytics Cloud platform. You will then learn about different segments of the product, such as Models, Stories, Digital Boardroom, and so on. Then, you are introduced to the product's interface: the Home screen, the main menu, and more. Then comes the hands-on aspect of the book, which starts with model creation. Next, you learn how to utilize a model to prepare different types of stories(reports) with the help of charts, tables, Geo Maps, and more. In the final chapters of this book, you will learn about Digital Boardroom, Collaboration, and Administration.

Style and approach

The easy-to-follow visual instructions provided in this book help business users and report developers create simple and complex stories (reports) quickly

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Conventions
    5. Reader feedback
    6. Customer support
      1. Downloading the example code
      2. Downloading the color images of this book
      3. Errata
      4. Piracy
      5. Questions
  2. Getting Started with SAP Analytics Cloud
    1. Anatomy of SAP Analytics Cloud
      1. The Home screen
      2. The main menu
    2. Data sources and models
      1. Create a direct live connection to SAP HANA
      2. Connecting remote systems to import data
      3. Connect Google Drive to import data
      4. Refreshing imported data
    3. Visualization
    4. Collaboration
    5. Presentation
    6. Administration and security
    7. Signing up for the trial version
    8. Summary
  3. Models in SAP Analytics Cloud
    1. Understanding measures and dimensions
    2. Planning and analytical models
    3. Creating a new analytical model
      1. Selecting a source file
      2. Setting name, description, and other parameters for the model
      3. Setting dimension type
      4. Creating a location dimension
      5. Deleting unnecessary columns from the model
      6. Creating a hierarchical relationship between two columns
    4. Viewing the model in the modeler interface
      1. The time dimension
      2. Account dimension
      3. Private dimensions
    5. Browsing models
      1. Copying a model
      2. Deleting a model
      3. Clearing model data
    6. Viewing model data
      1. Viewing numerical data
      2. Viewing data graphically
      3. Observe some more data filtration
    7. Summary
  4. Planning model
    1. Creating a planning model
    2. Visualizing planning model data
    3. Viewing the text data
    4. Spreading, distributing, and assigning values
    5. Creating private versions
    6. Summary
  5. Creating Stories Using Charts
    1. Demo models
      1. The Best Run demo model
      2. The Planned Events model
        1. Creating a new story
        2. Selecting a model for the story
        3. Creating a numeric point chart to show net revenue
    2. The calculation editor
    3. Apply conditional formatting using thresholds
      1. Gross margin numeric point chart
      2. Styling tiles
      3. Gross margin percentage numeric point chart
      4. Create a calculated measure - Gross Margin %
        1. Formatting a measure
        2. Viewing calculated measures in data view
    4. Presenting data with a line chart in a story
      1. Applying filters to the time dimension
      2. Creating a bar chart
      3. Drilling up and down in a chart
      4. Creating a stacked Bar/Column chart
      5. Creating calculated and restricted measures with input control
      6. Creating Calculated Measure and input control
      7. Adding values to input control
      8. Creating a Restricted Measure
      9. Creating the Difference From measure
    5. Summary
  6. Extending Stories with KPI, Filters, and Other Handy Objects
    1. Key performance indicators (KPIs)
    2. Story and page filters
    3. Creating a chart to display key performance indicators
      1. Setting a chart's attributes
    4. Adding a reference line to a chart
    5. Setting individual chart filters
      1. Adding a page filter
        1. Adding a page filter for products
      2. Adding a location page filter
      3. Adding a story filter
      4. Creating a linked analysis
    6. Adding dynamic text
    7. Adding static text
      1. Adding shapes
      2. Adding images
        1. Present mode
    8. Creating hyperlinks
    9. Examining data behind a visualization
      1. Setting styling preferences for your story
    10. Creating an aggregation calculation
    11. Pinning and commenting on a data point
    12. Saving your story
    13. Summary
  7. Analyzing Data Using Geomaps and Other Objects
    1. Working with story pages
      1. Adding comments to a page
      2. Creating a geomap with a bubble layer
    2. Location clustering in geomaps
      1. Creating a geomap with a choropleth layer
    3. Applying a filter to a geomap
    4. Linking different models
      1. Create a chart based on linked dimensions.
      2. Join types
      3. Intersecting data example
    5. Creating a combination column and a line chart
    6. Using predictive forecasting through a trend time series chart
      1. Adding a forecast
      2. Modifying forecast
      3. Adding a time calculation
    7. Summary
  8. Working with Tables and Grids
    1. Copying objects between pages
    2. Applying ranking
    3. Copying objects to the same page
    4. Grids and tables
    5. Working with tables
    6. Applying filters to a table
    7. Showing/hiding table elements
    8. Sorting table data
    9. Showing totals
    10. Applying a date filter
    11. Testing the effects of page filters on a table
    12. Styling tables
    13. Creating formatting rules
    14. Setting visibility filters
    15. Swapping the table axis
    16. Freezing table rows and columns
    17. Using KPIs in a table
    18. Working with grids
    19. Creating a blended table
    20. Copying objects, pages, and stories
    21. Copying grouped objects
      1. Copying pages with all objects
      2. Copying an entire story
    22. Saving a story as a PDF
    23. Creating a personalized dashboard by pinning story objects
      1. Pinning story objects
    24. Adding text notes to the home screen
    25. Summary
  9. Collaboration
    1. Creating an events and tasks workflow
    2. Creating an event
    3. Creating tasks
      1. Displaying and monitoring events and tasks
    4. Events toolbar
    5. Sharing a story with colleagues and granting access privileges
    6. Collaborating via discussions
    7. Sharing files and other objects
    8. Summary
  10. Digital Boardroom
    1. Optimizing the display
    2. Creating an agenda
    3. Creating agenda sub-items
    4. Enabling data exploration
    5. Setting navigation targets
    6. Enabling touch cell input
      1. Setting preferences
      2. The Digital Boardroom page
    7. Starting a meeting
      1. Inviting people to the meeting
      2. Starting a presentation in a meeting
    8. Adding annotations
    9. Stopping an online meeting
    10. Summary
  11. System Administration
    1. Creating users
    2. Setting a user password
    3. Changing passwords
    4. Importing users
    5. Exporting users
    6. Deleting users
    7. Assigning roles
      1. Assigning a single role to multiple users
      2. Assigning or updating an individual user's role
    8. Built-in roles
    9. Creating a new role
    10. Role settings
    11. Permissions
    12. Test role permissions
      1. Update user profile
    13. Forming teams
    14. Transferring the system owner role
    15. Setting security for models
    16. Monitoring user activities
      1. Monitoring data changes
    17. Monitoring the system
    18. Deployment
    19. The export process
    20. The import process
    21. Summary