SAC AIN360_compound MASTERING SAP SAC TOOL

MASTERING SAP ANALYTICS CLOUD: A DEEP
DIVE
AIN360
Exercises / Solutions
Las Vegas: Christina Obry, Sofiya Muzychko,Barcelona:
Francois Imberton, Olaf Fischer  Bangalore: Rajani A, Sai
Bollineni, Sivasankar D / SAP SE

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TABLE OF CONTENTS
CONNECT TO SAP ANALYTICS CLOUD.........................................................................................................3
GETTING STARTED WITH YOUR FIRST INTERACTIVE & INSIGHTFUL STORY...........................................4
Overview ..........................................................................................................................................................4
Excel Upload and Data Wrangling...................................................................................................................4
Exploration, and Creating Your First Story ..................................................................................................25
Input Controls and Linked Analysis..............................................................................................................59
Geographical Visualizations..........................................................................................................................89
Thresholds, Variances, and Conditional Formatting..................................................................................105
Theme and Style ..........................................................................................................................................129
Summary......................................................................................................................................................166
DESIGNING FOR MOBILE DEVICE..............................................................................................................167
Overview ......................................................................................................................................................167
Device Preview and Device Optimization ...................................................................................................167
Summary......................................................................................................................................................181
BOOKMARKING, SHARING AND COLLABORATING .................................................................................182
Overview ......................................................................................................................................................182
Bookmarking and Sharing of a Story..........................................................................................................182
Commenting and @Mentions......................................................................................................................197
Summary......................................................................................................................................................202
AUGMENTED ANALYTICS: SMART ASSIST FEATURES...........................................................................204
Overview ......................................................................................................................................................204
Natural Language Search, Smart Insight and other Smart Assist Features..............................................204
Smart Data Discovery..................................................................................................................................225
Summary......................................................................................................................................................234
DIGITAL BOARDROOM PRESENTATION ...................................................................................................236
Overview ......................................................................................................................................................236
Creating a Digital Boardroom Dashboard...................................................................................................236
Setting Digital Boardroom Preferences......................................................................................................261
Presenting a Digital Boardroom Presentation............................................................................................267
Summary......................................................................................................................................................277
COPYRIGHT .................................................................................................................................................279

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CONNECT TO SAP ANALYTICS CLOUD
Welcome to the AIN360 Hands-On Session. Please listen carefully to the
instructions provided by your session presenters.
On your desktop, there is a Student (Share)/AIN360 folder where we have kept all
the important documents that you need to complete the exercises.
Open SAP Analytics Cloud by:
1.Opening Google Chrome
2.Under Bookmarks select SAP TechED/Session/AIN360
3.Select the Bookmarked Page called SAP Analytics Cloud
Credentials to SAP Analytics Cloud will be provided by your session presenters.
Please do not distribute these login credentials as access to the tenant is available
only to TechED AIN360 participants.
For questions or improvements regarding SAP Analytics Cloud, please contact the
session presenters.

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GETTING STARTED WITH YOUR FIRST
INTERACTIVE & INSIGHTFUL STORY
Overview
In this Chapter we will focus on creating our first story, if you are more intersted in
Search to Insight feel free to skip ahead to the Augmented Analytics: Smart Assist
Features chapter.
Estimated Time: 45 minutes
Objective: Understand how to acquire and wrangle data from an excel file, how to
create and insightful and beautiful dashboard with interactive charts, tables and geo
maps.
Exercise Description: You have an Excel file with salary information that you want
to bring into application, you want to analyze the data by department and regions.
Furthermore, you want to bring the data together with your sales information all in
one interactive, insightful and beautiful dashboard.
Key Features:
• Learn how to Import Data from a File
• Explore your data and create visualizations such as charts, tables and geo
maps
• Learn how to make your story interactive with input controls and linked analysis
• Enrich your dashboard with thresholds and variances
• Learn how to style to your dashboard to increase visual appeal
Excel Upload and Data Wrangling
Explanation Screenshot
Excel Upload and Data Wrangling 1

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Objective
Understand how to acquire
and wrangle data from an
excel file within SAP
Analytics Cloud. Learn how
a series of quick
transformations can help
clean up data right within the
application.
Exercise Description
The HR department has
handed you an Excel file that
they want you to incorporate
into a dashboard. Thus, you
need to upload the file to a
story and use a series of
transformations to clean up
and format the data.
Key Features
• Learn how to Import Data
from a File
• Understand Data
Manipulation (Grid View)
• Learn the Quick
Transformations Available
within Data Manipulation (i.e.
Concatenate, Extract,
Transpose)
• Create a Level Based
Hierarchy to Convert
Multiple Columns into a
Single Dimension
• Enrich your data with
Geographical Information

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Welcome to SAP Analytics
Cloud!
On the Home Page we
provide end users the ability
to Explore a Sample Story,
Create a New Story, Learn
More in the Help Center, and
View Recent Stories and
Boardrooms or use natural
language to Search to
Insight.
1. Click Create Your First
Story within the Get
Started Tile
Welcome to the Start Your
Story Page!
On this page, users can
import their own data, run a
smart discovery, add a
canvas, responsive, or grid
page or begin creating a
story though a template.
We are interested in
Accessing and Exploring
Data that we bring in from
an Excel File!

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2. Click Access & Explore
Data

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3. Click the Data Uploaded
from File Icon
4. Click Select Source File

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5. Open the folder
StudentShareAIN360Data
6. Select
AIN360_HR_Employee_Sal
ary.xlsx
7. Click Open
8. Click Import
Wait for the Data to Import
into SAP Analytics Cloud
Welcome to Data
Manipulation (Wrangling)!
Data Manipulation provides
the content creator the ability
to configure which columns
are measures and
dimensions. It empowers
them to correct any mistakes

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that may existing within their
dataset.
The upper section of Data
Manipulation provides the
content creator a set of tools
such as creating a hierarchy,
creating a geographical
dimension with latitude and
longitude information, and
more.
Below the toolbar, a
transformation bar is
provided to help the content
creator when it comes to
modifying data within a
column. Whether it is
concatenating two columns,
or extracting information, the
transformation bar eases the
process.
The right section of Data
Manipulation contains a
Details Panel to help the
content creator better
understand the data within a
column. It highlights any
errors and displays the data
distribution.
We want to combine the
employees First Name and
Last Name into a single
column. Based on
experience, it will help when
it comes to creating
visualizations.
9. Click column First Name
10. Click column Last Name
while pressing Ctrl key when
performing the action.

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11. Click the
Transformation Icon
12. Hover over Concatenate
Columns with " "
Quality Check! Is the
Transformation
Preview identical to the
screenshot?
13. Click Concatenate
Columns with " "
We can see that we were
provided a confirmation that
the two columns
concatenated successfully!
We see that there is an
Employee ID column, let's
set the Employee Name as a
description of the ID column
to merge them into one
dimension.
14. Click column Employee

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15. In the side panel click
Add Dimension Attributes
16. Click Description from
the dropdown menu
17. Expand Selection
Column
18. Click the First
Name_Last Name
dimension

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We have multiple columns
that are related to an
employee's location.
However, they're currently
represented as individual
dimensions (Office, Office
State, Office Country, and
Office Region). We want to
create a Level Based
Hierarchy to represent this
information as a single
dimension.
19. Click Level Based
Hierarchy in the Actions
Section of the Toolbar
Within the Hierarchy
Builder we need to select
the columns that are part of
our Office Hierarchy. Start
with the lowest level of the
hierarchy.
20. Expand Select Column
21. Click Office

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23. Click Office State
again
25. Click Office Country

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27. Click Office Region
We also need to give the
hierarchy a name.
28. Click Hierarchy
Name and enter "Office"

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Quality Check! Is the Level
Based Hierarchy identical
to the screenshot?
29. Click OK
30. Click OK
Now that we have created a
level based hierarchy for the
office location, we also want
to enrich our dataset with
geographical information in
order for us to later use it in
a geo map.
You can either enrich using
latitude and longitude, which
brings most flexibility and
allows using all layer types
in the geo map, or you can
enrich using Area names
such as country, with this
type of enrichment only the
choropleth layer is
supported.

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Our dataset does not contain
latitude and longitude, hence
we will use the area
enrichment.
31. Click Geo Enrichment
in the Action Section of the
Toolbar
32. Click Area Name
33. Select the Dimension
Name text box and enter
OfficeLocation

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34. Click Expand Column
for Country
35. Click Office Country
36. Expand Column Option
for Region
37. Click Office State

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Quality Check! Is the Geo
Enrichment identical to the
screenshot?
38. Click Create
You can see a new geo
enriched column was added.
Scroll to the end of the
columns, you can see that
we have separate columns
for the Employment Types.
However, we would like to
have these as one
dimension. Let's transpose
these columns into rows.
39. Click Contract/Interim
40. Hold the Ctrl key and
Click Full Time
41. Continue Holding on the

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Ctrl key and Click Part Time
42. Click Transpose
Columns to Rows
In the transpose panel there
are a variety of settings, for
now we just want to use the
basic settings, but before
committing the change we
like to see a preview.
43. Enable Preview on Grid

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Transpose Preview
identical to the screenshot?
44. Click OK
Now we need to give the
new column a proper name.
45. Double click on the
Column KEY, Rename the
column to Employment
Type and press Enter
This column is currently a
dimension, before we can
convert it to a measure we
will have to extract the
Numeric Value between the
$ and the space before
USD to make it a valid
numeric value.
46. Click on column VALUE

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47. Click on the Transform
Icon
48. Click Create a
Transform...
49. Click Extract
50. Click After
51. Click Between
52. Replace the First " "
with "$"

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Transformation
Formula identical to the
screenshot?
53. Press Enter on the
Keyboard
Now we need to give the
new column a proper name.
54. Select the VALUE_2
column
55. Double click VALUE_2
56. Enter Salary in the text
field
Confirm your entry by
pressing the Enter key
As Salary is our measure we
need to change the type to
be a measure.
57. In the side panel expand
the Object Type
58. Click Measure

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As this is annual salary, we
want to set the scale for
easier readability.
59. Expand Scale
60. Click Thousand
Let's remove the original
column as it is no longer
needed.
61. Click VALUE
62. Click the More Action
Icon
63. Click Delete Column
We've completed all the
required transformations to
ensure that we have the
right data to create
visualizations within SAP
Analytics Cloud. Thus, we
need to save the changes
we've made!
64. Under File in the

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Toolbar Click the Save Icon
65. Click Save
66. Click Save
67. Name your Story to
AIN360_YOUR_NAME in
the text field.
68. Click OK
Wait for the Story to Save
You have completed the
Excel Upload and
Data section.
Exploration, and Creating Your First Story

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Exploration, and Creating Your First Story 1
This section builds on top of
another section. If you did
not complete the previous
section, please open
"AIN360_01_After_Excel
Upload and Data
Wrangling" from the
"TechED 2019/AIN360 Mid-
Script Starting Artifacts"
folder.
Objective:
Develop a basic
understanding on how to
create visualizations within
SAP Analytics Cloud.
Exercise Description:
Based on the Human
Resource data you've
acquired, you want to get an
understanding on what data
is available to you. You
know that in addition to the
salary information you also
need to look at the financial
information.
Key Features:
•Interact with Explorer to
Create Dynamic
Visualizations
•Copy and Paste Widgets
from Explorer to Existing
Pages
•Understand the Basics
between the Builder Panel
•Create a variaty of different
charts from different models

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Let's leave the data
manipulation area.
1. Click Data
Exploration from the Mode
Section of the Toolbar
Welcome to Explorer!
In the Explorer, you see a
faceted view of your data,
which you can manipulate to
generate charts for your
story pages. When you
select measures and
dimensions in the upper
pane, the visualization in the
lower pane updates in real
time. You can filter
dimensions by selecting
individual members, and the
visualization changes
immediately to show you the
filtered result.
Let's start with getting an
overview of our total salary
spending.
2. Click Salary

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We can see selecting a
measure show us the value
in a numeric point chart right
away. We now want to see
the split down by
department. To do so, let's
add the dimensions to the
facets to also get an
overview of all dimensions
and their members.

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3. Click + to expand the
Show Dimensions Drop-
down Menu
4. Select the Show All
checkbox
An overview of all
dimensions is now shown.
We are interested in looking
at the departments.
5. Click Dimension
Department

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We can see that the chart at
the bottom has now been
updated with the best
possible chart type. With
Engineering taking the most
resources. Let’s have a look
at the EMEA region.
6. Click the expand button
icon for (all) in the Office
dimension
7. Click EMEA to filter in
EMEA
Now that the data is filtered
on EMEA, we can see that
there are less departments
in EMEA. Let's remove the
filter again.
8. Click EMEA to Deselect

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We like the current chart and
want to use it as a starting
point for our dashboard. As
we want to use the
dashboard on a mobile
device, let's copy the chart to
a responsive page.
9. Click the Copy Icon
10. Click Copy to New
Responsive Page
Quality Check! Does your
screen look like the
screenshot?
Let's add a few more charts.
First, we're interested in
salary for the different
regions.
11. Click the Insert
Chart Icon

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Welcome to the Builder
Panel!
The Builder Panel is a place
where you can create your
visualizations. The chart
area on your responsive
page will remain empty until
a measure and dimension
are selected from the Builder
Panel. It will dynamically
update depending on the
visualization that you are
trying to create.
For example, since you have
just added an empty chart,
we have provided you the
option to add measures and
dimensions into the chart.

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12. Click Add Measure
13. Click Salary
14. Click outside the
Measure Dropdown
15. Click Add Dimension

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16. Click Office
The Office dimension is a
hierarchal dimension, which
has a single root node. Let's
change the hierarchy level.
17. Click the Hierarchy
Level Icon
18. Click Level 2 Hierarchy
We now see the total salary
for EMEA and NA. We would
like to also see the Gender
split for these areas. Let's
add gender into the color

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dimension.
19. Click Add
Dimension/Measure
20. Click Gender
21. Exit the Dimension
Dropdown

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We now see the total salary
by region and gender, but
what we want to see is the
percentage split for gender
per region. This can be done
with a 100% stacked bar
chart.
22. Click the Comparison
Chart Icon
23. Click Stacked
Bar/Column

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24. Click on the Show Chart
as 100% Checkbox
Quality Check! Does the
chart look like this?
Now that we had a look at
the salary information, we
want to investigate a bit
more about our finances. For
this, we will add a new chart
from our finance model and
look at the Gross Margin.
25. Click the Insert Chart
Icon

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26. Click the Edit Source
Icon
27. Click Select other
model...
28. Select the TechED 2019
folder

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29. Select the AIN360
Models folder
30. Select
AIN360_ORDER_FINANCE
model

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32. Click Gross Margin
33. Exit the Measure
Dropdown

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35. Click Order Date
36. Exit the Dimension
Dropdown
SAP Analytics Cloud right
away recognized that we
added a time dimension and
changed the chart
orientation as per best
practices. Next, we want to
apply a dynamic time filter
for the year to the date
range and change the drill
level to month. Also, we like
to see the chart as a line
chart.

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37. Click the Widget Filter
Icon
38. Click Current
39. Click Year
40. Click the Hierarchy
Level Icon
41. Click Level 4 Hierarchy

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42. Click the Trend
Chart Icon
43. Click the Line Chart
Icon
chart look like this
screenshot? (Note the end
point varies based on the
current month)

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Now we created a lot of
charts already. Next we want
to see our our Sales Region
split by Sales Manager and
over Time in a tabular way.
44. Click the Insert Table
Icon
45. Click Add
Measures/Dimensions

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46. Click Region
47. Click Sales Manager
Dimension Dropdown
49. Click Add
Measures/Dimensions

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51. Click outside
the Dimension Dropdown
We now have a table that
shows the information we
want, but we would still want
to see the current year to
date data and the previous
year to date data. Let's apply
a filter and expand the time
dimension in the table.

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52. Click the Filter Icon on
the dimension Order Date
53. Click Current &
Previous
54. Click Year
55. Click the Expand Icon

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We can see the date in the
table expanded, now let's
hide the all node.
56. Right click over (all)
57. Click Hide Column
table look like in this
screenshot?
Next, we want to add some
KPIs at the top of the
dashboard. For this, we will
move the lane on the right to
the top and add the numeric
points in that lane.
58. Click and hold the
Lane Bar
59. Drag the Lane Bar
above the Lane to the top
left

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60. Drop lane when the
screen looks like this
61. Click Chart

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Dimension Dropdown
65. Click the Indicator Icon
66. Click Numeric Point

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67. Click Add Filters
(Member)

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70. Click 2019
71. Click OK
The chart is quite large, let's
resize it and move it to the
right side of the screen.
72. Resize the Numeric
Point Chart
73. Move the Chart to the
very Right of the Story
dashboard look like this?

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As all numeric points should
have the same filter and
size, it is quicker to copy the
one we already have and
modify it.
74. Click the Copy Widget
Icon
75. Click Duplicate
Let's move the numeric point
to the right side before
changing the measure.
76. Drag & Drop the new
Numeric Point Chart to the
Left of the Numeric Point
Chart
77. Click Designer in case it
is not already open

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79. Deselect Gross Margin
80. Select Sales Revenue
81. Click Outside of the
Measure Dropdown
Let's create one more KPI.
82. Click the Copy Widget
Icon
83. Click Duplicate
This time, we want to see
the average sales revenue
which does not exist in the
dataset. However, SAP
Analytics Cloud let's us
quickly create such
calculations.

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85. Deselect Sales
Revenue
86. Click Create
Calculation
Welcome to Calculations!
The Calculation Editor
allows you to create
calculations for use in a
chart or table. There are
various types of calculations
that a user can create which
include:
1. Calculated
Measures: Perform a
calculation on one or
more measures.
2. Restricted Measures:
Restrict the data from
a measure so that it
excludes certain
members of one or

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more dimensions.
3. Difference From: Find
the difference in a
measure's value
between two points in
time for a single time
dimension
4. Aggregation: Create
an aggregation such
as sum, count, count
dimensions, max, and
max
5. Date
Difference: Calculate
the difference between
two-time dimensions
6. Dimension To
Measure: Create a
measure by converting
a pre-existing
dimension
Want to know even more
about calculations? Please
watch the "How To:
Calculations in SAP
Analytics Cloud" webinar
show casing all of SAP
Analytics Cloud's calculation.
87. Click the
Type Dropdown
88. Click Aggregation

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89. Click the Operation
Dropdown
90. Scroll down to Average
91. Click Average
92. Click the Measure
Dropdown
93. Click Sales Revenue
94. Click the Aggregation
Dimensions Dropdown
95. Click Store
96. Click the Aggregation
Name Textbox
97. Enter "Ave Sales
Revenue" into the textbox.
98. Click OK

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chart look like this
screenshot?
Let's move the chart to the
right as well.
99. Drag & Drop the Chart to
the Left of the Sales
Revenue Numeric Point
Chart
Exploration, and Creating
Your First Story section.
Press CTRL + S on the
Keyboard to Save the
Story!
Input Controls and Linked Analysis
Input Controls and Linked Analysis 1

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"AIN360_02_After_Explorat
ion, and Creating Your
First Story" from the
folder.
Objective:
Develop a basic
understanding on how to
make a dashboard more
dynamic for your viewers.
In the last section, we found
some insights and created a
few visualizations, but our
dashboard is not interactive
at all. In this section, we
want to add some
interactivity to the
dashboard.
Key Features:
•Learn about Page Filters
and how to apply them to a
subset of widgets only
•Learn how to link
dimensions from separate
models to filter across them
•Understand how to add a
measure and dimension
input control
•Understand how to set up
linked analysis to drive filters
via widget interaction
about linked analysis and
filters, watch the Leverage
Your Stories with Linked
Analysis and Input
Controls webinar.

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Exercise Check! Does your
We want all the input
controls to be in one lane on
the left, let's add a new lane.
1. Click the Lane Border
2. Click the Add Lane Icon
3. Click Add Lane to Left
A lane was added, but it is
too big for our needs, let's
resize it.
4. Resize the Right Lane to
fit more Charts
dashboard look like the
screenshot?

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Let's add a page input filter
for the department
dimension to the dashboard
and place it into the lane.
5. Click the Add Input
Control Icon
6. Move the Input Control to
the Bottom Left Lane if it
was not placed in that lane
already
7. Click the Input Control
8. Click Dimensions

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9. Click Department
10. Click All Members
11. Click OK

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Quailty Check! Does your
dashboard look like this
screenshot?
Let's add another page filter.
This time for the Product
dimension.
12. Click Add Input
Control Icon
13. Move the Page Filter
onto the Bottom Left Lane
and Below the Department
Input Control

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14. Click the Page Filter
15. Click
ary.xlsx
16. Click

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17. Click Dimensions
18. Click Product

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19. Click All Members
20. Click OK
The page filter was added,
we can interact with it too.
However, we do have 2
datasets in use and want to
make sure that a filter
applied to one dataset also
applies to the other dataset.
Let's set up linked analysis.
21. Click Link Dimensions

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Welcome to Link
Dimensions!
Link Dimensions allow you
to create blended
visualizations that display
data from multiple models. It
also allows you to create
filters that simultaneously
update all visualizations that
include linked data
regardless of the model.
By default, the ID attribute is
used to match members
between the linked
dimensions. However, for
non-hierarchy dimensions it
is possible to change the
description that is used for
linking.
The Sales Manager
dimension is common in the
2 datasets. Let's link them.
22. Click Employee
23. Click Sales Manager
Icon
25. Click on the ID

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Icon
27. Click ID
28. Click Set
29. Click Done
The datasets are now linked.
Let's modify a filter to see
how it applies to all
visualizations on the page
regardless of the model.

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30. Click the Product Input
Control
31. Click Soft Drinks to
Deselect
Quality Check! After
filtering, does the story look
like the screenshot?

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Now we don't actually want
this filter to apply to all
charts, but instead rather to
a subset. This can be set up
using linked analysis.
32. Click Linked Analysis

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Welcome to Linked
Analysis!
Linked Analysis is a great
way to modify the data within
a set of visualizations.
For example, if you are
creating a dashboard where
you want to provide an
overview of sales for the
year as well as focus on a
specific time period that you
can change, you can use a
scoped filter to impact the
set of visualizations you
want to modify.

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Let's select the chart that we
want the page filter to apply
to.
33. Click Only Selected
Widgets
34. Click Automatically
Connect Newly Created
Widgets
35. Click Salary per
Department for Actual
36. Click Salary per
Gender, Office for Actual
37. Click Gross Margin per
Order Date for Actual
38. Click
39. Click Apply

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Let's modify the filter again
to see the data change.
40. Click the Product Input
Control
41. Click Juice to Deselect
You can see only the select
charts were updated (Best
visible in the data points of
the line chart).
Let's go back to selecting all
products.
42. Click All
43. Click outside the input
control

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screenshot?
Now we want to bring even
more flexibility to our chart
by allowing the viewers to
change the dimensions in
the chart. Let's add a
dimension input control.
44. Click the Bar Chart

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45. Click Designer to Open
the Designer Panel if it is
not already open

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47. Deselect Department
48. Click Create Dimension
Input Control
Welcome to Dimension
Input Controls!
Dimension Input Controls
are a great way to change
the Dimension that is
represented on a chart at
view time.
For example, as you are
viewing your dashboard, you
might decide that instead of
looking at your Product
Category breakdown in
terms of revenue, you want
to be able to change it to
Location. A Dimension Input

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Control gives you this
functionality.
49. Click Department
50. Click Employment Type
51. Click Position
52. Click OK
The dimension input control
was added to the page, let's
move it to the lane with all
the other input controls,
rename it and resize it to
show expanded.
53. Move the Dimension
Input Control over to the
Bottom Left Lane under the
two Page Input Controls
54. Resize the Dimension
Input Control enough to
display the Dimensions

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screenshot?
55. Double Click New
Dimension Input Control
and Rename to Select
Dimension
chart look like the
screenshot?

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56. Select Employment
Type dimension to swap
dimension in the chart.

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chart look like the
screenshot?
Next, we want to do the
same for the table. Instead
of just swapping a
dimension, we want to swap
the measure instead.
57. Select the Table
58. Click More Actions of
the Account token
Input Control

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62. Click OK
63. Move the New Measure
Input Control over to the
Bottom Left Lane and
Under the Dimension Input
Control
64. Click New Measure
Input Control

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65. Resize the Measure
Input Control to display the
members
66. Double-click on New
Measure Input Control and
Rename to Select Measure
table look like the
screenshot?

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We still have the Gross
Margin in the table, we don't
want it in both the table and
the measure input control.
Let's remove it from the
table.
67. Select the Table
68. Click the Widget Filter
Icon
69. Click the Remove Icon
for Gross Margin

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70. Click OK
Let's expand the Date
dimension again and hide
the root for Sales Revenue.
on (all)
72. Right Click over the (all)
cell
73. Click Hide Column

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table look like the
screenshot?
Let's move the table back to
Gross Margin.
74. Click Gross Margin and
see the table update
With the input controls, we
added a lot flexibility to our
dashboard for our
consumers. We also want to
allow them to filter on a
specific department, but also
don't want to overload the
dashboard with too many
input controls. What we can
do instead is set up linked
analysis to drive filters via
interaction with the
visualizations.
76. Click More Actions
77. Click Linked Analysis

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The setup of the linked
analysis is the same concept
that we had with the page
filter that only applies to a
set of widgets. We want to
set up the chart interaction in
the same to affect all
visualizations.
78. Click All widgets on
this Page
79. Click Filter on data
point selection
80. Click Apply

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81. Close the Designer
screenshot?
Let's try out the linked
analysis via chart interaction.
82. Click Contract/Interim
Bar in the Bar Chart

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We can see the entire page
has been filtered now.
83. Click the Bar Chart in
order to release the filter.
Input Controls and Linked
Analysis section.
Story!
about linked analysis and
filters, watch the Leverage
Your Stories with Linked
Analysis and Input
Controlswebinar
Geographical Visualizations

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Geographical Visualizations 1
"AIN360_03_After_Input
Controls and Linked
Analysis" from the "TechED
2019/AIN360 Mid-Script
Starting Artifacts" folder.
Objective:
Create a Geo Visualization
with location data.
In the previous sections we
added charts, tables and
interaction via input controls
and linked analysis. Now we
also want to add some
geographical information to
our dashboard.
Key Features:
•Create Geo Map with
different measure in color
and size
•Learn about the different
layers
•Drill into a Bubble Layer
•Change the base map of
the visualization
about SAP Analytics Cloud
Geo Spacial capabilities,
watch the Enrich Your
Stories with Geospatial
Analysiswebinar.

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1. Click inside the lane that
we want to place the geo
visualization into
2. Click More
3. Click Geo Map

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Geo visualizations consist of
one or multiple layers, which
can be of different datasets
as well.
4. Click Add Layer
5. Click Edit Model

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6. Click
7. Click OK
8. Click Add Location
Dimension

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9. Click Store Location
We can see the various
customer locations that we
sell to. Let's add a measure
into color first. We want this
to be the Gross Margin %,
which does not exist in our
dataset, but we can create it.
10. Click Add
Measure/Dimension

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11. Click + Click to Create a
New Calculation

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12. Enter Gross Margin %
into the textbox
13. Start typing Gross and
select Gross Margin from
the suggestions
14. Enter / Sales into the
Formula Editor
from the suggestions
calculation look like the
screenshot?
16. Click OK

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We can see the various
customer locations that we
sell to colored by the Gross
Margin %. However, since
there are many customers,
we want to switch into a Drill
Layer so that we can see the
aggregated data for the
regions.
18. Click Choropleth / Drill
Layer

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The geo map now shows us
the shapes for each region
with the ability to drill into
each of them. However, we
want to display the map as
bubbles as it allows to
compare 2 measures and
drill as well. Let's change the
style.
20. Click Bubble

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Let's align the color with the
rest of the dashboard.
for the Palette
23. Click the Blue Palette
geo map look like the
screenshot?

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We want to add another
measure into the size
showing the relation for the
Gross Margin % to either
Gross Margin or Sales
Revenue. Lets add the
previously created measure
input control to the bubble
size.

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25. Click Select Measure
26. Click OK

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geo map look like in the
screenshot?

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Next, we want to adjust the
base map for a more desired
look and feel.
27. Click the Base Layer
Icon
28. Click Transparent Dark
Grey
geo map look like the
screenshot?

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We can see that Germany is
an outlier, let's drill into it to
get a more detailed
breakdown.
29. Click the Bubble with
Germany
30. Click the Drill
Down Icon
geo map look like in the
screenshot?
Let's review the drill filter
again.
31. Click the Drill
Filter token

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Geographical
Visualizations section.
Story!
about SAP Analytics Cloud
Geo Spacial capabilities,
watch the Enrich Your
Stories with Geospatial
Analysiswebinar.
Thresholds, Variances, and Conditional Formatting
Thresholds, Variances, and Conditional Formatting 1
"AIN360_04_After_Geogra
phical Visualizations" from
the "TechED 2019/AIN360
Mid-Script Starting
Artifacts" folder.
Objective:
Draw attention to what is
important in your dashbaord
by highlighting where to
focus on.
In the previous sections we
have created a lot of
visualizations, but in order
for us to easily draw
conclusions out of them we

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want to add additional
information to them to
indicate whether the values
are good or bad. This can be
done with thresholds,
variances and other
features.
Key Features:
•Use recommended
comparison to quickly add
variances to a chart
•Learn how to add reference
lines and sort a chart
•Understand how to add a
threshold to a table
Let's start with the line chart
and add a period over period
comparison to it.
1. Click the Line Chart

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2. Open the Designer panel
if it is not already open
Within the builder panel we
can see that comparisons
are recommended to us.
This is an easy way to add a
variance.
3. Click Recommended
Comparisons
4. Click Previous Period
chart look like the
screenshot?

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In the builder panel, we see
that a variance token was
added. We do have the
option to open it and do
additional configurations. Of
course advanced variances
can be added via a variance
token as well.
5. Click the Edit Icon
Welcome to Variances!
You can add a variance to
your chart to show the
difference between versions
of a measure or to show the
difference between time
periods. You can create a
variance for any two
measures, even if the
measures do not appear in
your base chart. You can
create variances that do not
include the versions for the
measures, as well as
variances that do include
time periods.

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Next, we want to change the
variance to show the
percentage deviation in
addition to the numeric one.
6. Expand Display Options

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7. Click Percentage
8. Expand Decimal Places
9. Click 1
10. Click OK
chart look like in the
screenshot?

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Next, we want to add
variances to the numeric
point charts. We can simply
do this via the action menu
and the recommended
comparisons, similar to what
was recommended in the
builder panel. Note that the
recommendations depend
on what you have in the
chart.
12. Select the Numeric
Point Chart
13. Click the
Recommended
Comparisons Icon
chart look like the
screenshot?

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We can make some quick
adjustments using the
variance token.
15. Click the Variance token
16. Click All Measures in
Use
17. Enable Percentage

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18. Disable Number
chart look like the
screenshot?
Let's repeat this for the other
numeric point chart.
19. Click on the Gross
Margin Numeric Point
Chart
20. Click the
Recommended
Comparisons Icon

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22. Click the Variance
Token
23. Click All Measures in
Use
24. Enable Percentage

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25. Disable Number
26. Click the Numeric Point
Chart
chart look like the
screenshot?
Looking at our bar chart with
the total salary spending, it
would be good to know
where the overall average is.
We can indicate this quickly
by adding a reference line.
27. Click Bar Chart
29. Click Add Reference
Line...

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30. Click Dynamic

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31. Click the Measure Box
32. Expand
ary.xlsx
33. Click Salary
34. Click OK

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chart look like the
screenshot?
As the reference line is
dynamic, it also adjusts as
we change the dimension in
the chart.
35. Click Department
chart look like the
screenshot?

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The chart would be even
easier to read if we could
sort it. Let's do that.
37. Click the Sort Icon
38. Click Salary
39. Click Highest to Lowest
chart look like the
screenshot?

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40. Click the Table
Next, we want to add a year
over year comparison to the
table.
41. Scroll Mouse wheel
down to bring the screen to
desired location
42. Click 2018 and Drag to
2019
43. Right Click on 2019
44. Click Add Calculation
45. Click Subtract
46. Click Repeating

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We can see that a new
column was added, now this
is subtracting 2019 from
2018. Let's quickly adjust the
calculation.
47. Select the new column
48. Open the Formula Bar
We can see the Excel like
formula that was created.
49. Click the Formula Bar
and adjust the formula to =
D3-C3

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formula and table look like
the screenshot?
Let's rename the column.
50. Click into the column
name and rename cell to
Delta
To really highlight the
increase and decrease, let's
add some thresholds into the
table.
51. Right Click on Delta cell
52. Click Threshold
53. Click New Threshold

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Welcome to Conditional
Formatting!
Conditional formatting
covers several options,
including thresholds in
models and stories, and
assigned colors in stories.
Since we created a new
threshold directly from the
table, we were automatically
directed to the Threshold
page with the measure
selected.
Within Thresholds, you can
create a threshold based on
a number range or against
another measure. In our
case, we are interested in a
number range.

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54. Enter 0 into the Textbox
55. Click Add Range

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56. Change the Warning to
Critial (Red)
57. Enter 0 into the Textbox
58. Click Apply

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table look like the
screenshot? Let's change
the display of the threshold
to color the value and not
show a symbol.
59. Open the Designer if it is
not already open
60. Click the Styling
Designer Icon

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Welcome to the Styling
Panel!
The Styling Panel displays
options available for the
selected tile type. Some
options may not be available
to all users.
For widget, you see only the
styling options for the
specific area that you have
highlighted. The heading in
the Styling Panel identifies
the area. For example, it
may show Title, Data Cell,
Axis Labels, and so on.
Selecting a different part of
the widget changes the
heading and the styling
options.

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61. Expand Threshold Style
62. Click Color Values
table look like the
screenshot? Let's change
the display of the threshold
to color the value and not
show a symbol.

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129
Thresholds, Variances,
and Conditional
Formatting section. You
dashboard should look like
this.
Story!
Theme and Style
Theme and Style 1
"AIN360_05_After_Thresho
lds, Variances, and
Conditional Formatting"
from the "TechED
Objective:
Style and theme a
dashboard for easier

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130
readability and a better look
and feel.
We have created an
insightful dashboard with
visualizations that show
variances and thresholds,
we added interaction for our
viewers, but before we share
the dashboard we want to
make sure it is not just
insightful but also looks
visually appealing.
Key Features:
•Understand the styling
panel with options such as
number formatting and
changing color
•Learn how to hide
unnecessary information
from a widget
•Learn how to add an image
watch the How To: Themes
and Styling with SAP
Analytics Cloudwebinar
Theme and Style 2

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Let's start with giving the top
lane a different background
color.
2. Click Edit Styling
Theme and Style 3
3. Expand the Paint Bucket
4. Click the Black Swatch
Theme and Style 4

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Theme and Style 5
Let's remove the title text
box that we don't need.
6. Click the Lane Textbox
Theme and Style 6
Theme and Style 7
Let's adjust the numeric
point charts by removing the
unnecessary information
such as the title and other
details.
8. Click Ave Sales Revenue
Numeric Point Chart
9. Hold Ctrl and Click the
Sales Revenue Numeric
Point Chart
Gross Margin Numeric
Point Chart
11. Click More Action

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12. Click Show/Hide
Theme and Style 8
13. Click Chart Title
14. Deselect Subtitle
15. Deselect Drill
16. Deselect Filter
17. Deselect Rank
18. Deselect Errors
19. Deselect Variance
Details
20. Click Outside the
Show/Hide
Theme and Style 9
scale and decimal places of
the numbers as large
numbers are hard to read.
Theme and Style 10

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23. Navigate to the Number
Formatting section and
expand Scale
24. Click Auto-formatted
Theme and Style 11
25. Expand Decimal Place
Theme and Style 12

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135
26. Click 0
Theme and Style 13
Theme and Style 14
size and change the color of
the numeric point charts to
make them pop out.
27. Under Font Color, Click
the Paint Bucket
Theme and Style 15

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28. Click the White Swatch
Theme and Style 16
29. Double Click 660 m
(make sure only this is
highlighted)
30. Expand Font Size
31. Expand 48
Theme and Style 17

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137
32. Double Click (+5%)
highlighted)
Theme and Style 18
33. Expand the Font Size
34. Click 48
Theme and Style 19
35. Double Click Gross
Margin (make sure only this
is highlighted)
37. Click 14

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Theme and Style 20
38. Double Click Δ2018
highlighted)
40. Click 14
Theme and Style 21
Theme and Style 22
Let's perform the same
adjustments for the other
numeric point charts.
Numeric Point
Theme and Style 23

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42. Expand Scale
Theme and Style 24
44. Expand Decimal Point
Theme and Style 25

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140
45. Click 0
Theme and Style 26
the Paint Bucket
Theme and Style 27

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141
Theme and Style 28
48. Double Click 1,563 m
highlighted)
Theme and Style 29
50. Click 48
Theme and Style 30

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51. Double Click (-4%)
highlighted)
Theme and Style 31
53. Click 48
Theme and Style 32
54. Click Ave Sales
Theme and Style 33

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55. Expand Scale
Theme and Style 34
57. Expand Decimal Places
Theme and Style 35

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144
58. Click 0
Theme and Style 36
the Paint Bucket
Theme and Style 37

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145
61. Double Click 3,450
k (make sure only this is
highlighted)
Theme and Style 38
63. Click 48
Theme and Style 39
64. Double Click Ave Sales
Revenue
Theme and Style 40

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66. Click 14
Theme and Style 41
Theme and Style 42
68. Click the Lane
Theme and Style 43
Next, we want to add our
company logo to the
dashboard.
69. Click Add Widget
70. Click Image

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Theme and Style 44
71. Click the Upload Icon
Theme and Style 45
72. Open the folder
StudentShareAIN360Sup
porting Files
73. Select
AIN360_Company_Logo.p
ng
74. Click Open
Theme and Style 46

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75. Select the uploaded
image
Theme and Style 47
76. Resize the chart by
decreasing the Width and
Height
77. Move resized Image to
the Right
Theme and Style 48

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149
screenshot?
Theme and Style 49
Next, let's style the lane with
the input controls.
78. Click the Bottom Left
Lane Bar
Theme and Style 50

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150
Theme and Style 51
81. Under Lane Color, Click
the Paint Bucket
Theme and Style 52

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151
82. Click More
83. Enter ededed into the
Hex Textbox
84. Click outside the Palette
Theme and Style 53

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152
screenshot?
Theme and Style 54
Let's make the collapsed
input controls pop out a bit
more.
85. Click the Bottom Left
Lane

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153
Theme and Style 55
86. Click the Department
Input Control
Product Input Control
Theme and Style 56
88. Under Background
Color, Click the Paint
Bucket
Theme and Style 57

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154
Theme and Style 58
screenshot?
Theme and Style 59
Next, let's rearrange and
resize our visualizations
91. Move the Line Chart to
the Top of the Lane, Above
the Bar Chart
Theme and Style 60
92. Resize the Chart by
increasing the width by 1.5x
Theme and Style 61

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155
93. Move the Geo Map to
the right of the Line Chart
Theme and Style 62
94. Resize the Geo Map to
the same width as the Line
Chart
Theme and Style 63
Let's hide some of the
information from the geo
map and adjust the base
map opacity
95. Click Show/Hide
97. Click to hide Subtitle
98. Click to hide Title
99. Click the Geo Map
Theme and Style 64
100. Open the Designer
Theme and Style 65

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156
101. Expand the Base Map
102. Change the Opacity to
60%
Theme and Style 66
Theme and Style 67
screenshot?
Theme and Style 68

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157
Let's add a divider line
between the rows of
visualizations
104. Click Add Widget
105. Click Shape
Theme and Style 69
106. Click the Line Shape
107. Click Insert
Theme and Style 70

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108. Move the Line Shape
below the Line Chart
Theme and Style 71
109. Resize the Line Shape
to the length of the entire
Page
Theme and Style 72
screenshot?
Theme and Style 73
110. Open the Designer to
change the color of the line
shape
Theme and Style 74

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159
111. Under Pictogram
Color, Click the Paint
Bucket
112. Click the Dark Grey
Swatch
Theme and Style 75
Theme and Style 76
Next, let's rearrange and
resize our other
visualizations
114. Click the Stacked Bar
Chart
Increasing the Height and
Decreasing the Width

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Theme and Style 77
116. Move the Stacked Bar
Chart to the Right of the
Lane
Theme and Style 78
screenshot?
Theme and Style 79
117. Select the Bar Chart
Increasing the Height and
Decreasing the Width
Theme and Style 80
119. Move the Bar Chart the
left of the Stacked Bar
Chart
Theme and Style 81

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120. Move the Table next to
the Bar Chart
Theme and Style 82
screenshot?
Theme and Style 83
Next, let's make the
numbers of the line chart
and table more readable by
scaling them
121. Select the Line Chart
Theme and Style 84
122. Open the Designer if
not already opened
Theme and Style 85

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123. Open the Styling panel
if not already open
Theme and Style 86
124. Click any of the Data
Labels
Theme and Style 87
125. Under Number
Formatting expand Left Y-
Axis Scale
Theme and Style 88

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163
chart look like the
screenshot?
Theme and Style 89
Theme and Style 90
128. Scroll Down the Styling
Panel
129. Under Number Format,
Expand Scale

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164
Theme and Style 91
131. Click Designer
Theme and Style 92
table look like the
screenshot?
Theme and Style 93
Let's rename the page tabs
and delete the extra page
we have.
132. Expand Page 2
133. Click Rename
Theme and Style 94
134. Enter Overview into
the textbox
135. Click OK

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Theme and Style 95
136. Expand Page 1
137. Click Delete
Theme and Style 96
138. Click Delete
Theme and Style 97
139. Click View
Theme and Style 98

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140. Click the Save Icon
141. Click Save
Theme and Style 99
Theme and Style section.
You dashbaord should look
like this.
Summary
You have completed the entire Getting Started with your First Interactive &
Insightful Story section!
You should now be able to:
Import Data from a File
• Explore your data and create visualizations such as charts, tables and geo
maps
Make your story interactive with input controls and linked analysisE
• Enrich your dashboard with thresholds and variances
Style to your dashboard to increase visual appeal
•

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DESIGNING FOR MOBILE DEVICE
Overview
Objective: Familiarize yourself with device preview and how to hide content that is
visible on a mobile device
Exercise Description: You’ve just finished designing your entire dashboard.
However, you want to ensure that your content is visible across all mobile devices.
To do this, you will use device preview to make sure that the content looks good.
Furthermore, you want to hide certain information from your mobile users.
Key Features:
• Use Device Preview to Preview Content Across Various Visualizations (i.e.
Laptop, Tablet, Phone)
• Hide Certain Widgets from Mobile Devices
Designing for Mobile Devices Best Practices:
https://blogs.sap.com/2018/03/15/10-tips-for-effective-responsive-dashboard-design-
using-sap-analytics-cloud/
Device Preview and Device Optimization
Device Preview and Device Optimization 1
"AIN360_06_After_Theme
and Style" from the
folder.

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168
We've finalized our first
major dashboard. However,
we know that our executives
will be consuming it on
multiple devices. Thus, when
they are consuming it on
their mobile devices, we
want to make sure the
dashboard looks great on all
devices. Best practices can
be described in the blog: 10
Tips for Effective
Responsive Dashboard
Design using SAP Analytics
Cloud
1. Click Device Preview
Welcome to Device
Preview!
From the preview screen,
you can change the device
or size to see how your page
looks on a device or screen
size. In some cases, tiles
resize and flow to fit smaller
resolution screens when
space becomes limited.
You can even format the font
depending on each device to
make sure that all the
visualizations are visible.
We can see that the numeric
points on laptop size are not
aligned, this is because the
designer used a larger

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screen. Let's fix the size.
This can be done in the
Designer panel.
2. Click Designer
Numeric Point
Let's start with scaling all
font at once to 60%.
4. Change Font Scale to
60%
Let's repeat this for the other
charts too.
Numeric Point

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6. Resize the Font Scale to
60%
7. Click Ave Sales
8. Enter 60% into the Font
Scale
Quality Check! Are your
numeric points are now
readable and identical to the
screenshot?

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171
The Input Controls font is too
big as well. Let's adjust
them.
9. Click the Dimension Input
Control
10. Change the Font Scale
to 75%

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172
11. Click the Measure Input
Control
12. Enter 75% into the Font
Scale Textbox

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173
input controls now readable
and identical to the
screenshot?
Now that laptop size looks
great. Let's see how this
dashboard looks on a tablet.
13. Expand Device
14. Click Tablet
Similar to the laptop we
need to adjust the numeric
points.

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15. Click the Ave Sales
Revenue numeric point
chart
50%
17. Click the Sales Revenue
Numeric Point

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175
50%
Even if we change the font
to 50%, the numeric point
still does not look like it fits
the size. We do have the
ability to adjust chart
elements individually. Let's
make the variance data label
smaller in order to fit the
entire data label in one row.

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176
19. Expand Text Selection
20. Click Primary Variance
22. Click 14
Let's repeat the adjustment
for the other numeric point
chart as well.

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177
Numeric Point
50%
25. Expand Text Selection
26. Click Primary Variance

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178
28. Click 14
numeric points now readable
and identical to the
screenshot?
Input controls on tablet and
phone are natively
implemented and hence are
removed from the
dashboard. Now we still
have a text field in the lane
that contained the input
controls. We can hide it on
mobile devices and therefore
allow more space for the
charts.

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30. Click the Textbox
32. Click Mobile
33. Deselect Mobile View
Quality Check! The empty
lane is no longer shown on
the mobile device and hence
the other charts have more
space.
Let's see how our dashboard
looks on a phone.
35. Expand Device
36. Click Phone

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180
You can see that the charts
have been adjusted to the
smaller space.
37. Scroll Mouse wheel
down to see how the
dashboard looks on the
phone.
38. Click Device Preview to
Exit

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Device Preview and Device
Optimization section. Your
story should look like this!
Story!
Summary
You have completed the entire Designing for Mobile Device section!
You are now able to:
• Use Device Preview to Preview Content Across Various Visualizations (i.e.
Laptop, Tablet, Phone)
• Hide Certain Widgets from Mobile Devices
Related Sections:
There are no related sections to Designing for Mobile Devices.

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BOOKMARKING, SHARING AND
COLLABORATING
Overview
Objective: You will learn how to collaborate with other users within your organization
using SAP Analytics Cloud. This can be done by sharing and assigning them a story
or by commenting on various widgets. Furthermore, you will learn how to capture
different bookmarks of a story.
Exercise Description: As a content creator, you have finished creating your
dashboard. You want to share it with other users, but at the same time provide them
a customized view via bookmarks. You also need to obtain insightful feedback from
your colleagues regarding the content that you have created.
Key Features:
• Create global and private bookmarks to create Alternate views of the Story
• Share and Assign Rights to a Story
• Comment on Pages
• @Mention an Individual on a Comment
Bookmarking and Sharing of a Story
Bookmarking and Sharing of a Story 1
"AIN360_07_After_Designi
ng for Mobile Device" from
the "TechED 2019/AIN360
Mid-Script Starting
Artifacts" folder.

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We want to share our story
with other teams in different
regions. In order to make it
easier for them to consume,
we want to prefilter the
dashboard to their regions.
This can be done using
global bookmarks. Let's start
by creating a story filter for
the different sales regions.
1. Click the Filter Icon
2. Click Add Filter
3. Click
ary.xlsx
4. Click

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5. Click Dimensions
6. Click Region

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7. Select All Members
8. Click OK
9. Click the Save Icon
10. Click Save
Bookmarks have to be
created in view mode. Let's
move into view mode and
adjust the filters per region.
11. Click View

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The first bookmark should
be for our EMEA group and
for Sales Revenue as default
measure.
12. Click the Region Story
Filter
13. Deselect All
14. Select EMEA North
15. Select EMEA South
16. Exit out of the Region
Story Filter
We also want the default
measure to be Sales
Revenue.
18. Click the Bookmark Icon
19. Click Bookmark
Current State

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Welcome to Bookmarking!
Bookmarking allows content
consumers to have a
customized view saved so
that they the can simply
consume the saved state at
a later time.
Designers can create global
bookmarks that are visible to
anyone with access to the
story. When sharing a story
a designer can also assign a
default global bookmark.
Viewers also have the ability
to create private bookmarks
that are only visible to them
or if they choose to share
with others then they are
visible to the shared group
as well.
Let's create the global
bookmark for the current
state for EMEA.
20. Enter Sales Revenue
EMEA into the Textbox
21. Select Global
22. Click Save

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Let's adjust the filter for the
next bookmark for APJ
region.
Filter
24. Deselect EMEA North
25. Deselect EMEA South
26. Select APJ
27. Exit the Region Story
Filter
29. Click Bookmark
Current State
30. Enter Sales Revenue
APJ in the Textbox
31. Select Global
32. Click Save

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Now that we created global
bookmarks, let's share the
dashboard with the different
teams.
33. Click the Share Icon
34. Click the Users Icon
35. Select AIN360 APJ
36. Click OK

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37. Select Apply global
bookmark default
38. Expand Bookmark
APJ

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40. Click Share
41. Enter EMEA into the
User/Teams Textbox
42. Click Team:
AIN360_EMEA (AIN360
EMEA)

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43. Expand Bookmarks
EMEA
45. Click Share

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Now we want to share our
story without global
bookmark to the TechED
Content Creator.
46. Enter TechED Con into
the User/Teams Textbox
47. Click
TECHEDCREATOR
(TechED Content Creator)
48. Click Share

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We're now done with sharing
the story.
49. Click Close
Now we want to create one
more bookmark, but this
time a private one. Keep in
mind the global bookmarks
are accessible for anyone
with access to the story,
private ones are only
available for the user who
created the bookmark and if
they choose to share the
bookmark then also to those
people. Private bookmarks
can be created by anyone
with view access to the
story.
Our private bookmark shall
be for all regions, but filtered
on Soft Drinks only.
Filter
51. Select All
52. Exit the Region Story
Filter

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53. Click the Product Page
Filter
54. Deselect All
55. Select Soft Drinks
56. Exit the Product Page
Filter
57. Click the Bookmark
Icon
58. Click Bookmark
Current State
59. Enter Soft Drinks into
the Textbox
60. Select Set as new
default
61. Click Save

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62. Click the Bookmark
Icon
63. Click Open Saved
Bookmark
64. Hover over the Soft
Drink bookmark and click
the Share Icon
65. Enter Teched Con into
the Textbox
66. Click
TECHEDCREATOR
67. Click Share

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68. Click Done
Bookmarking and Sharing
of a Story section.
Commenting and @Mentions
Commenting and @Mentions 1
"AIN360_08_After_Bookm
arking and Sharing of a
Story" from the "TechED

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Since we've completed
creating our dashboard, we
want our manager, TechED
Content Creator to review
our material.
1. Click Overview tab
2. Click Comment
3. Enter @Tech into the
Textbox
When you type @ in the
Comment Box, a list of users
who have rights to access
the story will appear
4. Click TechED Content
Creator

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5. Enter "What do you think
of this overview page?" in
the Textbox
6. Click Place Comment
7. Click Outside the
Comment Dialog
8. Click the Comment Icon

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Welcome to the
Collaboration Panel!
You can collaborate on a
story either by creating a
discussion or by posting
comments.
Discussions: it allows you
to send users a message
and start a discussion. Here,
you can read all previous
posts and make new
contributions to the
discussion
Comments: you can view all
the comments within a
specific story within the
comments panel. You can
click on a specific comment
to directly navigate to the
corresponding page/widget.
9. Click the Comment Icon
Here you can see the
comment you just sent to
TechED Content Creator
and if they have responded
already also their response.
10. Click the Discussion
Icon

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We want to now include the
Content Creator in a
discussion where we link the
story directly. This way, if
our manager has additional
feedback, they can provide it
here.
11. Click New Discussion
12. Click the Invite
Participant Textbox
13. Enter Tech into the
Textbox
14. Click TechED Content
Creator
15. Click OK

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16. Click the New Icon at the
bottom of the Discussions
panel
17. Click Link Story
18. Enter Here is the story I
mentioned in the Textbox
19. Click Send
You have completed
the Commenting and @
Mentions section. Your
story should look like this!
Summary
You have completed the entire Collaboration and Bookmarking section!
You are now able to:
• Bookmark a Story to Capture a Version of the Story
• Share a Story and Collaborate with other SAP Analytic Cloud users
• Use Comments to Enhance Collaboration within a Story

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Related Sections:
There are no related sections to Collaboration and Bookmarking.

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204
AUGMENTED ANALYTICS: SMART
ASSIST FEATURES
Overview
Objective: Use Natural Language Search (Search to Insight) to translate your
questions into visualizations and understand how to run a Smart Discovery within
SAP Analytics Cloud. Develop an understanding and purpose of the various pages
that are created by Smart Discovery.
Exercise Description: You have quick questions about your finance and HR data
and want to answer them using natural language search. Once SAP Analytics Cloud
found the answer to your questions you want to use other smart features such smart
insight, time series forecast and smart grouping to enhance the result. Once you
create the visualization. Further you want to use Smart Discovery to have SAP
Analytics cloud build an insightful story automatically for you.
Key Features:
• Use Natural Language to Create Visualizations as you think them!
• Run a Smart Discovery
• Learn about time series forecasting
• Understand how Smart Insights can help you explain more of your data
• Use Smart Grouping to categorize your dimension members
Natural Language Search, Smart Insight and other
Smart Assist Features
Natural Language Search, Smart Insight and other Smart Assist Features 1
Objective:
Use Natural Language
Search (Search to Insight) to
translate your questions into
visualizations. Learn about
other smart features such as
smart insight, time series
forecast and smart grouping.
You have quick questions
about your finance and HR
data and want to answer
them using natural language

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search. Once SAP Analytics
Cloud found the answer to
your questions you want to
use other smart features
such smart insight, time
series forecast and smart
grouping to enhance the
result. Once you create the
visualization.
Key Features:
•Use Natural Language to
Create Visualizations as you
think them!
•Learn about time series
forecasting
•Understand how Smart
Insights can help you explain
more of your data
•Use Smart Grouping to
categorize your dimension
members
Exercise Check! Make sure
you're on the homepage.
1. Click the Search to
Insight Textbox to start
asking your data related
questions
Welcome to Search to
Insight (Natural Language
Search)!
Drive conversational artificial
intelligence forward by
asking questions about your
data as simple as if you
were asking your colleague.
Understanding natural
language, Search to Insight
allows you to get the
information you need,
instantly.

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First we are interested in our
Sales Revenue split by the
Sales Managers, but we
don't really know which
model Sales Revenue
contains. As you start typing
the search goes across all
models and suggests you
the best results for measure,
dimension as well as
dimension members related
to what you're asking for.
2. Enter "show me Sal" into
the Textbox
3. Click Sales Revenue -
Measure in
Note: If it is not part of the
suggestions spell out Sales
Revenue in the search box.
4. Add "by Sales" and select
Sales Manager
5. Press Enter

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The search has returned us
the information we were
asking for, but it is hard to
see the rank of the sales
managers. Let's sort the
chart.
6. Add sorted by highest to
the text field and press
Enter
The chart is now sorted, but
it shows me the Sales over
all available time. We are
only interesed in the sales
for this month.
7. Add for this month to the
text field and press Enter

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The chart is now been
filtered on the current month,
which can be viewed in the
filter token.
8. Click the Filter Token
We like the chart and want
to use it in a new dashboard.
10. Click Copy
11. Click the Main Menu
Icon
12. Click Create
13. Click Story
14. Click Add a Responsive
Page

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16. Click Paste
The chart was added to the
story. We're wondering
whether the tool can provide
any additional insights about
my sales managers and
what is contribiting to their
sales revenue. Let's add
some Smart Insights.
18. Click Add Smart
Insights

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Welcome to Smart Insights!
in the chart footer.
Smart Insights lets you gain
more intrinsic information
about a data the data in your
visualization. As you apply
filters or your data updates
the insights are being
reevaluated keeping your
insights context aware.
Smart Insights shows us the
top contributing sales
manager and what is
significantly driving the Sales
Revenue. Let's find out even
more.
Note as we have a dynamic
time filter applied the
insights may vary.
19. Click View More

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Welcome to Smart Insights!
side panel
The side panel appears
visual insights on that
particular chart or data point.
1.The lower pane shows a
chart preview of the insight
2.The upper pane shows
information that highlights
contributing factors for the
data point
Did you know Smart Insights
can also be triggered by
user who do not have edit
right to a story?

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Smart Insights! shows
multiple insights, which can
be expanded to see more
details. We are particularly
interesed in the Product
insight and want to add that
to our story.
20. Expand the
Product contributor. Your
insights may look different
from the screenshot due to
the difference in dates.

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21. Click Add as a Chart
Quality Check! The chart
was added and your story
should look like this.
22. Click Close

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Let's ask a few more
questions. Specifically we
want to know what the sales
revenue was for the last 2
years.
Insight Icon
24. Type Show Me Sales
Revenue by Order Date for
the last 2 years and press
enter. Feel free to use any of
the suggestion for measure
and dimensions while you
type.
You can see on the chart
provided that the tool has
recognized that we asked for
a time dimension and
showed us a time series
chart filtered on the last 2
years. The chart is on day
granularity, however we
want to see it in month
granularity.

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25. Click the hierachy icon
26. Select Month
27. Click the Filter Token to
see the filter that was
applied
28. Exit the Filter Token
We like the chart and want
to copy it to our story.
30. Click Page 1
31. Click Exit Search to
Insight

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The chart was added to the
story. We now want to add
an system generated
forecast to our chart in order
to get a prediction on how
our orders will be in future.
32. Click the Automatic
Forecast Icon
33. Click Automatic
Forecast
Quality Check! Your chart
should look like this.
Let's ask a few more
questions. Specifically we
want to know what the
relationship between Gross
Margin and Discount is.
Insight Icon

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