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Review the 1-2 items students mentioned in their introductions and match against course objectives. Discuss any items students brought up that don’t fit with course objectives.
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SAP Lumira is a tool for visualizing data and creating stories about data from those visualizations. You begin by creating a dataset, which is the set of columns, hierarchies, and filters used to build a document in SAP Lumira. You create a dataset; enhance it with measures, hierarchies, calculations, and customized columns; and then choose charts and tables to visualize the data. You can then create stories to provide a graphical narrative that describes the data in the visualizations. For example, you can group charts on a board or infographic to create a presentation-style dashboard, and then add images and text annotations.
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You can publish datasets and stories to other applications and platforms, including the following: • SAP HANA • SAP BusinessObjects Explorer • SAP Lumira Cloud • SAP Lumira Server • SAP BusinessObjects Business Intelligence platform • SAP StreamWork • SAP Lumira, Edge edition SAP Lumira Desktop is installed locally and can use remote or local data, from one or multiple data sources. Charts that you build are saved automatically, and can be printed or distributed by email.
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Lumira is available to you in four “flavors:” Lumira Desktop Lumira Desktop is the starting point for all Lumira development. It is installed on your desktop and enables you to connect to any data source for your visualizations. Two groups of users typically use Lumira Desktop—IT data analysts and business users. The IT data analysts use it primarily to prepare the data for visualizing it. The end users then take the prepared data and create the graphic visualizations and stories from that data to share with other users. Lumira, Edge edition Lumira, Edge edition is a lightweight document storage solution for use in deployment environments without SAP HANA or SAP BusinessObjects Business Intelligence platform. It is ideal for securely storing and sharing SAP Lumira content with a small number of collaborators. You can access and edit existing content created with SAP Lumira, Desktop such as data mashups visualizations, boards and infographics in order to collaborate on data and visualizations. Lumira Server Lumira Server is used primarily by system administrators. Using Lumira Server allows you to take advantage of the SAP BusinessObjects BI Platform and all its security options so that administrators can control what users can see and do with Lumira. You can use SAP Lumira Server to share datasets and stories based on SAP HANA data sources that you have created. Datasets can be published to SAP Lumira Server, then viewed and edited by your project collaborators. Stories can be published to SAP Lumira Server, then viewed by your project collaborators but cannot be edited. Lumira Cloud Lumira Cloud is used for sharing the visualizations and stories with other users. While visualizations can be shared in other ways (e-mailing, uploading to the SAP BusinessObjects BI Platform, etc.), Lumira Cloud is a secure server where most users will open and view the visualizations and stories. Lumira Cloud is a perfect way to share stories on either a desktop web browser or a mobile device.
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Building and publishing a chart or a story in SAP Lumira involves four general steps—acquire, prepare, visualize, and share. You can switch between steps at any time; for example, to fine-tune a chart or story. Step 1. Acquire data as a dataset The first step in visualizing data is importing the data into SAP Lumira from the Acquire tab. Create a document to be the container for data and visualizations, then connect to the data source, and copy data from the source to the document. The resulting dataset is the basis of your visualizations. You can extend a dataset by merging or appending it with other compatible datasets. One document can contain multiple datasets. Acquired datasets appear on the Prepare tab. Step 2. Prepare and enrich data for visualization Before you create charts, you can prepare and add semantic value to your data with measures, hierarchies, and customized columns. Data preparation tasks are performed on the Prepare tab. Once a dataset is available in SAP Lumira, its data is ready to be cleaned and enriched. Use options on this tab to make the dataset more relevant to your charting and storytelling needs. Step 3. Visualize data as charts and stories Choose charts and tables from the palette of chart families on the Visualize tab to visualize your data. Charts plot meaningful relationships and show data trends in a graphical environment. On the Compose tab, create stories using boards, infographics, and reports. These presentation dashboards provide a graphical narrative to describe your data by including charts, pictograms, input controls to filter data, text, shapes, and images. Step 4. Share visualizations and datasets Once a dataset has been visualized, you can share the data in the following ways: • By sending an email message or printed charts showing visualized data • By exporting a dataset to a file (for example, a Microsoft Excel file or a CSV file) • By publishing a dataset as an analytic view to SAP HANA • By publishing stories to SAP Lumira Cloud, SAP Lumira Server, or the SAP BusinessObjects Business Intelligence platform • By saving documents to SAP Lumira, Edge edition (Edge server) • By publishing a dataset to SAP Lumira Cloud and/or SAP Lumira Server • By publishing a dataset and charts to a collaboration application, such as SAP Jam • By publishing a dataset to SAP BusinessObjects Explorer to use as an information space
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You create a new document to start analyzing your data, building new charts, and creating stories. Each SAP Lumira document contains: • One or more datasets • Connection parameters for the data sources, if any of the sources are relational database management systems (RDBMS) • Charts built on the datasets • Stories created using boards that include charts, text, navigation points, and images A Lumira document has the file extension .lums. When you acquire data, you are copying data from a data source to a local dataset in SAP Lumira. When acquiring a dataset, SAP Lumira displays a preview of it, parses the data, and analyzes columns to determine their data type. Objects representing the columns are proposed as either dimensions or measures. You can optionally hide some types of columns, based on column name and data properties. Depending on the data source, data can be adapted before acquisition to include or remove columns, dimensions, measures, and SAP HANA or SAP BW variables and input parameters. For some data sources, you have additional options, such as formatting data, naming and trimming columns, or specifying column-name prefixes. After a dataset is acquired, you can edit it by adding or removing columns, dimensions, measures, and variables. NOTE: The maximum number of cells that SAP Lumira can acquire is limited by the capacity of your machine. However, you will be notified by a warning at 15 million cells for 32-bit operating systems, and 30 million cells for 64-bit operating systems. © SAP SE
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SAP Lumira can acquire data from the above data sources. Notes about acquiring data You can acquire data from one or multiple Microsoft Excel workbooks. You choose which rows and columns to acquire. You can also acquire data from cross tables. When acquiring data from multiple Excel workbooks, the data format and data type must be the same in all workbooks. You can connect to SAP HANA views in two ways: • By downloading data from SAP HANA - Data is copied locally and can be manipulated and edited before being visualized in charts. • By viewing data in SAP HANA - Data is read only (that is, you cannot edit it), but you can visualize it in charts. After connecting to a view, data is presented as columns, facets, measures, dimensions, and hierarchies in the application. Before configuring SAP BW connections, install SAP GUI for Windows on the computer where the application is installed. This is required to run SAP Logon and to add SAP BW data sources. If SAP GUI for Windows is not installed, problems may occur with connections to SAP BW systems that communicate through a message server. SAP GUI for Windows provides necessary information about the message server in the services file. To download SAP GUI for Windows, go to SAP Service Marketplace.
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When you first launch Lumira, you are presented with the Welcome screen.
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To create a new document: 1. Click the Acquire Data icon on the Home page. Or click File > New, or from the Try with Samples page, click the + New Document button.
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2. In the New Dataset window, choose either a data source type from the Select a Source column, or a specific recently-used data source from the All Recently used column. 3. If you chose a data source type, click Next, and then locate and select the source file, or enter data acquisition parameters, or provide connection details, as needed. 4. Click Create. When you click Create, you are taken to the Visualize tab. However, if you need to make any changes or additions to the dataset you have just acquired, you can simply click on the Prepare tab to make your modifications.
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You can save a document (.lums file) to a local directory or to SAP Lumira Cloud, to SAP Lumira, Edge edition, or to the BI platform. If you save a document, it includes the dataset, visualizations, and stories you added. Saving the document locally follows standard File > Save conventions. Saving a document to SAP Lumira Cloud You can save a document to SAP Lumira Cloud to share with project collaborators, but you cannot edit the document on the cloud. You must download the document to SAP Lumira in order to modify it. You must be logged on to SAP Lumira Cloud in order to save documents to the cloud.
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You can use the SAP Lumira Agent to schedule a document to automatically update and save to your local computer and to SAP Lumira Cloud.
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1. Open the item you want to save and select File > Save As. If you save a dataset, visualization, or story, the document and all of its contents will be saved. 2. Select SAP Lumira Edge Server. 3. Enter the following information: • Document name • (Optional) E-mail address for every user you want to share with. Each user’s e-mail address must be configured in Edge server. If you do not enter an e-mail address, you are the only person who can view or edit the document. • What users can do with the document: View or Edit • Description 4. Select Save. If another document with the same name already exists on Edge server, you will be asked if you want to replace it. Select yes to replace the existing document or no to save the document with a different name. If another document with the same name already exists on your local machine, you will be asked if you want to replace it. Select yes to replace the existing document on your machine or no to save the document with a different name. The document is saved to Edge server, and a duplicate copy is saved to your local machine.
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Caution: Once you have shared a document with a user, you cannot use SAP Lumira to stop the user from being able to access the document. Each time you save a document and specify users for sharing, those users are added to the list of users that were previously given access. You must use the Edge server web interface to remove sharing permissions. For example, suppose you save a document to Edge server, specifying that User1 can view the document. Then you open the document and save it again, specifying that only User2 can view it. Now both User1 and User2 can view the document.
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1. Open the item you want to save and select File > Save As. If you save a dataset, visualization, or story, the document and all of its contents will be saved. 2. Select SAP BI. If prompted, enter your username and password, select an Authentication Type, and select Connect. 3. Enter a name for the document. 4. In the Select Folder list, navigate to the folder where you want to save the document. 5. Optionally, enter a description for the document. 6. Select Save. The document is saved to the BI platform. It can be downloaded by users who have the appropriate permissions.
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Opening a document depends on what you are working on in Lumira. If you have just launched Lumira, you open a document from the Home screen, in the My Items > Documents area. If, however, you are currently working on a document, you open another document from the File > Open menu. This action takes you to the Home screen. You cannot have multiple documents open at the same time. You can open locally-saved items, or items saved to SAP Lumira Cloud, to SAP BusinessObjects Business Intelligence platform, or to SAP Lumira, Edge edition (Edge server). Before opening an item from SAP Lumira Cloud, Edge server, or the BI platform, the URL must be configured in Preferences > Network.
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1. Go to the Home page. 2. From the left-side menu, perform one of the actions above. 3. Double-click an item to open it. 4. If the document requires a data source, enter your logon credentials and click OK. The document opens in the Visualize room. You can view datasets in the Prepare room, visualizations in the Visualize room, and stories in the Compose room.
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After a dataset has been acquired, you can edit the following information in acquired datasets: • Add new columns that had been removed from the data source when it was originally acquired. • Remove columns that were included in the original data source. • Change values selected for SAP HANA variables and input parameters.
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1. Open a dataset that has already been acquired in SAP Lumira by opening the document containing the dataset. 2. Select Data > Edit Data Source. 3. Perform one or more of the following actions: • Select a column name check box to add a new column. • Clear a column name check box to remove an existing column. • Select or clear check boxes to add or remove dimensions and measures. • To change SAP HANA variables and input parameters, click Edit Variables, enter or delete values for variables or input parameters, and click OK. 4. Click OK. The dataset is updated with the added or removed columns, dimensions, measures, or variables.
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You realize your current dataset includes data that is not needed for any visualizations. You must edit the dataset to remove it. 1. Edit the dataset. a) Choose Data > Edit Data Source. 2. Remove the Split PCT and Gross Margin PCT columns from the dataset. a) Scroll to the end of the data set and uncheck the boxes over the Split PCT and Gross Margin PCT columns. (See screen shot above.) b) Click OK. c) In the pop-up asking if you are sure you want to delete the columns, click OK.
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The data in the central Data pane of the Prepare tab is raw data, so it is not often formatted consistently, and is not easily interpreted by business users. Before creating the charts to visualize your data, it is often necessary to clean up the data so it is presentable and understandable.
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Cleaning data can be done in Grid or Facet view.
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The Prepare tab displays data for the connected data source and is divided into three areas: • Data • Object Picker • Data Manipulation Panel
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The object picker lists the measures and dimensions that SAP Lumira detected in the data. Use the tools on the Object Picker to edit or define new measures and to create time and geography hierarchies. Object picker objects • Measure - Maps to aggregated data in a column or calculation. You use measures to get the calculated result when different columns are combined. For example a measure called Sales Revenue would represent the column Sales Revenue that contains the summed revenue for sales. Measures are automatically detected and listed. • Hierarchies - References more than one related column in your dataset. These columns have hierarchical relationships, for example an object Time could include Year, Quarter, and Month arranged in a hierarchical structure under the top object Time. • Dimensions - Map to columns in the dataset. • Inferred dimensions - One or more columns that are created based on geography or time data available to SAP Lumira to support a hierarchy.
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The data area displays data in either columns (Grid view, where data is presented as columns and rows, and all rows are displayed) or in facets (Facets view, where data is presented as columns with only the unique values shown; useful if you have many repeated values). When you click on a value in a Facet view column, the corresponding values in the other columns are automatically selected. Editing tasks can be applied to all values in a column or to selected values. You can view data and can apply the following tools to column values: • Show Measures > None or Occurrences • Filter • Convert To Number • Convert To Date • Rename • Remove • Merge the column • Duplicate • Hide column (also available in the Object Picker) • Create Calculated Dimension (also available in the Object Picker) • Create a custom hierarchy (also available in the Object Picker, details to follow) • Create a geographic hierarchy > By Names or By Latitude/Longitude (also available in the Object Picker, details to follow) • Create a measure (also available in the Object Picker, details to follow) • Fit to content (available only in Grid view, auto-sizes the column width)
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You use the data manipulation panel at the right of the Prepare tab to do column management tasks; for example, column duplication, splitting, renaming, and removal. You can also carry out row-level editing tasks; for example, setting values to lowercase, find and replace, adding or trimming text, and adding formulas. Note: Simple, commonly used formulas can be created on the Visualize tab. Use the tools on the right side of the data area to edit text and convert values in a particular cell or column of data, to create new columns with formulas, and to rename, duplicate, and remove columns. You must first select a column in the Data area in order to apply any manipulation functions.
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A filter is a restriction imposed on a dataset to limit the values displayed. For example, if your chart shows revenue for products sold over years between 1995 and 2015, and you only want to see revenue for the years 2010 to 2015, you create a filter on the dimension Year to limit the values shown to this period. Since the filter is defined on a column, the filter applies to both the data and the charts that use the data. Each filter created in a column appears as an entry in the Global filters bar at the top of the Data pane. You can edit the filter directly from the filter bar. You can define the following types of filters: • Dataset filter - a filter on a column that applies to both the data and the charts that use the column data. • Visualization level filter – a filter that applies only to the chart. The filter is not applied to the data at the dataset level.
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1. Either: In the Grid view, click the down arrow in a column header, and select Filter from the menu that appears. Or In the Facets view, click the properties cogwheel for a dimension or measure, and select Filter from the menu that appears. 2. In the filter panel, select the appropriate options. Hint: To select multiple values, press and hold Ctrl and click each value. 3. Click OK. To remove a filter, simply click the “X” on the filter above the Data area.
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You can enrich data by adding dimensions, measures, and time, geography, and custom hierarchies. Measures allow easy manipulation of calculations, and hierarchies enable you to use a natural grouping of related columns. When acquiring data, SAP Lumira detects dimensions, hierarchies, and potential measures. Detected measures are displayed in the Measures pane, and dimensions identified as potential hierarchies are flagged with a question mark over their data type. You can click the properties cogwheel for a dimension to manually create the indicated hierarchies. Creating measures from dimensions You can create measures from a context menu by clicking the down arrow in a column heading or by clicking the properties cogwheel for a dimension. Note: You can also create these simple measures in the Visualize area. You can create a measure from any column or dimension, with the following exceptions: • When the column data type is Numeric, any aggregate function can be used for the measure. • When the column data type is Date or String, neither Sum nor Average can be used. • Aggregation is performed when the measure is used in the Visualization view or the Facets view. It is not available in the Grid view.
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1. Click the down arrow on a column heading or click the properties cogwheel for a dimension that you want to use as the basis for a measure. 2. Select Create a measure in the context menu that appears. A new measure is created in the Measures pane of the Object Picker. 3. Click the properties cogwheel for the new measure, and select one of the following aggregate functions in the context menu that appears: • Select Sum to return the sum of a measure. • Select Min to return the smallest value in a set of values. • Select Max to return the largest value in a set of values. • Select Count (distinct) to return the number of distinct values in a set of values. • Select Count (all) to return the number of values in a set of values. • Select Average to return the average value of a measure. • Select None to allow a numeric dimension to be used as a measure, without aggregation. A measure defined as None enables each value to be visualized in a graph, which can be useful for certain types of graphs. (For example, for a scatter plot that displays margin and quantity-sold values, using None displays all points on the scatter plot and shows the spread of individual values that would not be apparent using an aggregation function.) 4. To see the measure applied to the data in the dataset, click the Facet button. 5. To see changes to data values caused by aggregation, click a measure.
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Creating calculated dimensions You can create and apply formulas to column values using the SAP Lumira formula language. The formula editor option is available in either the Data Manipulation panel to the right of the Prepare tab or the Object Picker. When you create a formula on a column, a new column is created with the values affected by the formula. Note: Each function available in the formula language has an associated description of its syntax. For detailed information the functions available, refer to the Lumira User Guide at http://help.sap.com/lumira?current=bobi . You have the following features are supported in the formula editor: • Combine any two columns in the dataset. • Apply functions from a pre-defined set of numeric, date and text functions. Functions are also accompanied by a description of the syntax. • Use If...Then...Else clauses. • Use Auto-completion to speed up editing. • Use a calendar picker for date parameters. • Copy and paste any text or syntax into the function definition.
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1. Click Create Calculated Dimension in either the right-hand Data manipulation panel or click the cogwheel for a dimension in the Object Picker and select Create Calculated Dimension. The formula editor appears. 2. Type a column name in the top Dimension Name text box. 3. Double-click column names or functions in the appropriate lists to enter in the formula syntax field. 4. Type the parameters for the function and associated information based on the function task. You must type the names of columns used in the formula. The auto-completion suggests the column names after the first letter. 5. If you are inputting calendar information, click the Insert date button at the bottom of the functions list to use the date picker. 6. Click OK to apply the formula. A new column is created with the values affected by the formula.
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Creating geography and time hierarchies You can create Time, Geography, and custom hierarchies to enrich your dataset. Time and Geography hierarchies are detected automatically by when a dataset is acquired. However, you can also manually create hierarchies at any time. Note: Time hierarchies can be created on numeric and date type columns. Geography hierarchies can only be created on columns containing values compatible with geography data values in the NAVTEQ database used by SAP Lumira. You create hierarchies from the contextual menu indicated by the down arrow head of either the: • down arrow in a column header. • properties cogwheel of a dimension.
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1. In either the Object Picker or the Data Area, click the down arrow head on the header of a column or the properties cogwheel for a dimension that you want to use as the basis for a hierarchy. 2. Select either one of these from the contextual menu: • Geographic hierarchy > By names Note: If your dataset contains latitude and longitude data, you can customize a geography hierarchy to use this data. The latitude and longitude data must be numeric. If this is not the case, you convert the column values using a conversion formula, for example ToNumber(). If your latitude and longitude columns are numeric, SAP Lumira creates a measure for each column at data acquisition. For more details, see the Lumira User Guide at http://help.sap.com/lumira?current=bobi •
Create a Time hierarchy
3. Select the columns to be matched to hierarchy levels and click OK. 4. For the proposed Geography matches, you can accept or modify the choices proposed for the matched and ambiguous locations. To select another location choice, click the proposition row and select one of the following: • Choose: Select to accept the location proposition. • Not found: Remove this from the proposition choices. 5. Click OK. The new geography columns selected as levels are automatically added to the dataset, and the new geography hierarchy appears in the Object picker. Note: You can modify the matched levels of a hierarchy proposed by SAP Lumira at any time by clicking the properties cogwheel next to the hierarchy name and select Edit reconciliation. You can change the proposed matches for any level, then click OK.
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You can create a hierarchy using any combination of available dimensions. 1. In either the Object Picker or the Data Area, click the down arrow head on the header of a column or the properties cogwheel for a dimension that you want to use as the basis for a hierarchy. 2. Select Create a custom hierarchy from the contextual menu. A hierarchy creation box appears. The dimensions available in the Object Picker are listed in the left side panel. You can enter a search string, for example the first letters of a dimension, to make it easier to find a dimension. 3. Double click a dimension or drag a dimension to the right side panel. You can add multiple dimensions to the hierarchy. Use the up and down arrows beside the hierarchy list to move a selected dimension up or down levels in the hierarchy. 4. Type a name for the hierarchy. 5. Click Create. The new custom hierarchy appears in the Object Picker. New columns are created for each level of the new hierarchy.
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You can add a dataset to the available datasets, move between datasets, and merge or append two datasets. When combining datasets, two datasets are merged using a JOIN operator, and two matched datasets are merged using a UNION operator. Appended datasets are compatible and have an equivalent number of columns in the merged table.
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You can append two datasets using a UNION operator only when each table in the union contains an equivalent number of columns with compatible data types. Only a selected dataset that is union compatible with the target dataset will be displayed in the Append data box. 1. Click the Combine as button in the menu bar and select Append. The Map appended dataset box appears. The current dataset is shown in the left pane. 2. Do one of the following: • If you already have the dataset to append available in the document, select the dataset from the drop-down list above the right pane. • If you do not have a dataset open, click the Add New button and select a data source to acquire and append. If the selected dataset is compatible with the current dataset, the dimension columns are listed in the Lookup Dataset list in the right side pane. A sample of distinct values for each selected dimension is shown in the Sample of Distinct Values column. 3. If you want to select a different source dimension for the union with the matching target dimension, click the drop-down list for the dimension, and select another dimension from the list. If the selected dimension contains a compatible datatype, the dimension is permitted, if not, the message The union is not possible appears in red, and you must select a compatible dimension. 4. Click Append. The two datasets are combined. The combined dataset retains the column names of the target dataset. 5. Click the Change button to see the data source.
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With a merged dataset, the dataset columns for the second dataset are matched based on compatibility with a key column. The matched columns are proposed with the probability of the match. The following conditions are required before two datasets can be merged: • The merging dataset must have a key column. • Only columns with the same data type are considered. • The merge adds all columns. 1. Click the Combine button in the top menu bar and choose Merge. The New Dataset dialog box appears, and the current dataset is shown in the left pane. 2. Click the primary key column that you want to use as the identifying column to match columns for a merge. 3. Do one of the following: • If you already have the dataset to merge available in the document, select the dataset from the drop-down list above the right pane. • If you do not have a dataset open, click the Add New button and select a data source to merge. The columns that can be matched based on the key column from the left dataset are listed in the right pane. 4. Click Merge. The columns are added to the original dataset.
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When working with multiple datasets open in a document, you can switch from one to another. This is useful when preparing a merge between two datasets. 1. Click the dataset drop-down list at the left side of the top menu bar. 2. Click a dataset name from the drop-down list. The selected dataset is now the active dataset.
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Now that your data is cleansed and consolidated, you can use it to create visual analyses using charts and other graphics. When you create a chart from the Visualize tab, the chart is automatically saved on the active dataset and appears as a preview icon in the panel at the bottom of the tab. The documents and their saved visuals are saved to the SAP Lumira application Documents folder in your profile path. If you want to create more than one chart on the same dataset, you can open a new chart by clicking the + button at the bottom left corner of the Chart Gallery. Each new chart is automatically saved in the current session. Charts are displayed and can be accessed in the chart gallery at the bottom of the Chart Builder. To ensure the chart is saved permanently with the document, select File > Save. Note: Currently, visualizations are limited to 10,000 data points.
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Creating a chart directly in the Chart Builder You can quickly create a chart by dragging measures and dimensions directly onto the chart body. A chart must have at least one measure. When you add a dimension to the chart, its values are calculated based on the chart's measures. Note: Each new chart that you create in the Visualize tab is automatically saved in the current session and is available in the Compose and Share tabs. However, it is not automatically saved in the document. To ensure that the chart is saved permanently and available the next time you open the document or start SAP Lumira, you must save the document by selecting File > Save.
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1. Click the Visualize tab. 2. Select a chart type from the choice of charts from the top of the Chart Feeder. You can change the type of chart at any time if you prefer another chart type for your visualization. 3. Click a measure and drag it to the side of the chart body. Text in the chart body guides you to the correct axis to drop the measure. 4. Click a dimension and drag it onto the chart. 5. Add measures and dimensions as required. The chart is built instantly as you drag objects onto the chart body. 6. If you want to filter the data in the chart, click the Add filters menu item at the top of the Chart Builder and select a dimension to filter on. The chart is updated automatically with the data based on the new filter.
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Setting chart properties In the Chart Builder, you can set the display properties above for a chart to enhance the usability of your chart, for example adding a title, labels, and legends can improve the visual analysis of your data.
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You can include two or more measures as a dimension in a chart. Each measure is plotted as a dimension value on an axis, or a separate chart. This can be very useful to see how data is spread over multiple measures on a single axis. When using a trellis chart, each measure is shown in a separate chart for each individual measure. 1. In the Visualize tab, drag a measure to the Measures panel in the Chart Feeder. 2. Drag a second measure directly underneath the first measure in the in the same field. The two measures are displayed together. 3. Drag each additional measure under the previous measure. 4. Click the Settings cogwheel in the Chart Builder menu bar and select Use Measures as a Dimension. The measures are displayed as a new measure dimension in the Dimensions panel of the Object Picker. The chart is updated automatically when you add dimensions to the chart. For example, if the measure dimension Revenue_Margin is in an X axis field, and the dimension Product_Line in the Legend color field, then the each individual measure is plotted on the X axis with Product_Line values shown in distinguishing colors. 5. To display each measure in a separate chart, drag the combined measure to the Columns or Rows field in the Trellis panel. The chart is displayed split by each measure name.
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Using related visualizations The Related Visualizations area contains suggested predefined charts that have been detected based on the measures and dimensions in the entire dataset. These visualizations are combinations of measures and dimensions that are potentially interesting, based on algorithmic sampling of the data. Selecting one of the visualizations will generate the chart, and also update the list of related visualizations so that it now contains visualizations related to the one being displayed. You can select any of the charts in the Related Visualizations area to immediately start visualizing your data. You can then modify the chart to continue building the chart that best corresponds to your information requirements.
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Filtering chart data There are multiple ways to filter the data displayed in a chart: • Use the Add filters icon. • Select data points in a chart to filter or exclude them. • Use the Object Picker to select specific data to display. • Display only the top or bottom ranking data points. These filters apply only to the data displayed in the chart, and not to the dataset itself.
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Applying conditional formatting Conditional formatting can help you highlight important data points in a table, by distinguishing values that meet a condition such as being greater than a certain number, or within a certain range. Note: Conditional formatting applies to tables only. For example, in a table with a measure that shows inventory shrinkage at each of your company’s retail outlets, you could apply conditional formatting to identify stores with high rates of shrinkage. A conditional formatting rule could change the cell background color in the Shrinkage column to red for each store with shrinkage higher than an amount that you specify. You can define multiple conditional formatting rules, and use the Rules Manager dialog box to manage them. If you create multiple conditional formatting rules based on the same measure, some cells may meet the condition for multiple rules. When more than one rule is active for a cell, the formatting for each rule will either be applied as a set or ignored, depending on the priority of the rules in the Rules Manager dialog box. For each cell, the formatting set for the highest priority active rule is applied first. Formatting for lower priority rules can also be applied. However, if two formatting sets for active rules conflict with each other, that is, if they modify the same attribute, then none of the formatting defined for the lower priority rule is applied to the cell. For each cell in the table, Bold and Italic formatting can only be applied by the highest priority active rule. Example A cell meets the conditions for three conditional formatting rules. The highest priority active rule sets the font to Times New Roman. The rule with the second highest priority sets the background color to red. The final rule would set the background color to black and the font color to white, but it is ignored because it conflicts with the second rule. © SAP SE
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1. Click Create new conditional formatting rule. 2. In the Rule Editor dialog box, type a name for the rule. If you do not specify a name, the rule will be named automatically based on the condition that you set. 3. From the Based On list, choose a measure. This measure determines the values that are used in the rule, as well as the column where the formatting appears. 4. Define the condition for the rule by choosing an operator and typing the value or values for the condition. 5. Click Format. Set the appearance of the cells that meet the condition, and then click OK. 6. In the Rule Editor dialog box, click OK.
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SAP Lumira is a tool for visualizing data and creating stories about data from those visualizations. Once you have your dataset finalized and have created visualizations from that data, you can then group visualizations together to create stories that describe the data in the visualizations. For example, you can group charts on a board or infographic to create a presentation-style dashboard, and then add images and text annotations. You can include multiple pages in a single story, and stories are automatically saved with a document. Each page that you add to a story can have of the following layouts:
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Page layout options When you create a story, after acquiring data, you must select a page layout for the story, either Board, Infographic, or Report. The options available for each layout are slightly different. For infographic pages, you can choose a simple page format or a page divided into sections when you need to describe a data process or the flow of information. A template guides you through a what, who, when, why, and how structure. You can add visualizations, text, and pictures, but not input controls, to an infographic. Data is not refreshed; visualizations provide only a snapshot of the data. Report pages provide pixel-perfect rendering of visualizations and other objects on a page and are suitable for publishing and sharing. You can use any element on a report layout page. Creating a story You create and edit stories by adding visualizations to pages. Visualizations may include text, images, color, pictograms, hyperlinks, or other formatting to make a creative, descriptive, and informative narrative for data. Available charts are displayed on the chart bar at the bottom of the Visualize and Compose tabs. Note: Before you can create a story, data must be cleansed and enriched for the dataset that will be used. New stories created on the Compose tab are automatically saved to the current session, and are available on the Share tab. However, the story is not automatically saved in the document. You must save the document in order to save the story.
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1. In the upper-right corner of the Compose tab, click the New Story button. 2. In the Page Layout Style box, click Board, Infographic, or Report to choose the page layout template for the first page in the story and for each page added to the story, and click Create. The graphical elements available for a page layout template appear in a gallery on the left side of the Compose tab. Elements are grouped on buttons at the bottom of the gallery; click a button to display the graphics available for the element. 3. To add an element to the board, drag it from the gallery to the board. 4. To move an element, click the diamond-shaped icon in the upper- right corner of the element, and drag it to a new location. For infographic pages, click the Preview button to illustrate how the infographic will appear on different devices (for example, a desktop computer, tablet, or mobile telephone). 5. Select File > Save to permanently save the story in the document. 6. To add another page to the story, click Add Page button in the bottom right corner of the Compose tab, and choose a template for the new page.
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Formatting page content in stories You can format the general look of a page and individual elements on the page by adding color, text formatting, paragraph alignment, chart titles, axis labels, legends, and shape and line formatting. The formatting options for the element appear to the left or right of the Compose tab, based on which element is selected.
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After creating datasets, visualizations, and stories, you can export, print, or publish them. The following restrictions apply when exporting or publishing a dataset: • Both visible and hidden objects are exported. • Filters and sorting are not considered. • Columns that are referenced multiple-times in a dataset are exported multiple times.
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Note: When printing a visualization, you can print only charts, not table charts. You can also e-mail visualizations. Charts are attached to the message as a graphics file, and table charts are attached as an Excel file. You can attach a chart to an email message directly from the chart or by selecting a saved chart in the Share room. To e-mail a vizualisation, perform either of the following actions: • If you are working on a chart, right-click it and select Send By Mail. • To choose a saved chart, click the Share button at the top of the window, select a chart, and click the Send By Mail button.
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Publishing a document to SAP StreamWork You can publish datasets and visualizations to an SAP StreamWork activity to share with the community. Before publishing to SAP StreamWork, ensure that you have the SAP StreamWork URL, user name, consumer key, and consumer secret available. In addition, your SAP StreamWork account must be validated (that is, you must have entered the verification code on the SAP StreamWork page).
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1. (If your network uses a proxy server) Before attempting to publish a document, perform one of the following actions: • Select File > Preferences. • Click the Network tab, select the Manual Proxy Configuration check box, enter the HTTP proxy server address and port number, and click Done. 2. Click Share on the menu bar at the top of the window. 3. Perform one of the following actions: • To publish a chart only, click a chart in the Visualizations room. • To publish the dataset, click a dataset on the Datasets pane. • Click both dataset and charts to publish both. 4. Click Publish to StreamWork. An SAP StreamWork authentication box appears. 5. Enter the SAP StreamWork server URL and your user name and password, and click Connect. The publish settings pane appears, where you configure how a document should be published to a SAP StreamWork activity. The first time you connect, you may be required to enter network security credentials, such as application, name, customer key, and customer secret. 6. Set options on the publish settings pane as required. 7. Click Publish. The document is published to the selected SAP StreamWork activity.
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Export a dataset to SAP Explorer You can export only a dataset to an SAP Explorer 4.0 SP4 or later server that is installed on the Central Management Server (CMS) in the SAP BusinessObjects Business Intelligence platform. The exported dataset appears in SAP Explorer as a data source that you can use to build an information space—a set of data objects used in SAP Explorer to build visualizations in a web browser that can be deployed over the BI platform and on mobile devices.
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Publishing to SAP Lumira Server You can publish datasets and stories to SAP Lumira Server. Datasets can be published to SAP Lumira Server, then viewed and edited by your project collaborators. Stories can be published to SAP Lumira Server, then viewed by your project collaborators. The stories cannot be edited. If you want to edit a story that has been published to SAP Lumira Server, first modify the story and then re-publish it. Note: Access to your published datasets and stories is not assigned to individual users but to roles, where users are attributed a role defined in SAP HANA Studio. You can decide which roles can be allowed access to your published datasets and stories, but any selected role can be assigned only a View status, since published stories cannot be edited. When publishing to SAP Lumira Server, you need to know the URL for Lumira Server. You can easily copy it from File > Preferences > Network. Note the following restrictions on publishing to SAP Lumira Server: • Aggregation type None for a measure is not supported. • Visualizations that have predictive or forecasting calculations are not supported. • The following formula functions cannot be published correctly to SAP Lumira Server: AddMonthToDate, Add YearToDate, LastDayofMonth, DayOfYear, Week, LastWord, ExceptLastWord.
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1. Open the Share room. 2. Depending on what you want to publish, do one of the following: • To publish a story, click the Stories link at the top of the central pane. The stories that have been saved in the Compose room are displayed in the central pane. Click the story you want to publish. • To publish a dataset, click a dataset in the Datasets pane. 3. Click the Publish to SAP Lumira Server button in the menu bar at the top of the room. 4. Enter your account name and password, then click Connect. 5. Click Next. Note: If you are republishing a story or dataset that already exists on SAP Lumira Server, a warning advises you that the story or dataset already exists. If you want to create a new copy on the server, you need to create it in the application, then publish it separately; otherwise, the server version will be overwritten. You have the following options: • If you want to keep the published version and create a copy, select Do not overwrite from the Detail drop-down list, then click Cancel. You can then create a copy in the application and publish it. • If you want to replace the published version with an updated version, select Overwrite from the Detail drop-down list, then click Verify, and then Publish to overwrite the existing story. 6. Click Done.
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Publishing to SAP Lumira Cloud You can publish datasets and stories as well as save document to SAP Lumira Cloud. Datasets can be published, then viewed and edited by your project collaborators. Stories can be published to SAP Lumira Cloud, then viewed by your project collaborators but cannot be edited. If you want to edit a story that has been published to SAP Lumira Cloud, first modify the story in the desktop application, then republish it. Documents can be saved to SAP Lumira Cloud but cannot be edited. You can also schedule document refreshes from the application when you are connected to SAP Lumira Cloud. To schedule document and dataset refreshes, you must activate the SAP Lumira Agent by selecting File -> Preferences then selecting Enable SAP Lumira Agent on the General tab. You must restart SAP Lumira; SAP Lumira Agent runs in the Windows System Tray. Once activated, it remains available after you quit SAP Lumira. When you restart SAP Lumira, you do not need to restart the agent. After you have published to SAP Lumira Cloud, you can schedule your .lums file to refresh from SAP Lumira Desktop. Locate your lums file in the document listing. With SAP Lumira Agent enabled, you see a Schedule column. Click on the schedule for your lums file to open a dialog that allows you to create the schedule. Note: Activation of SAP Lumira Agent is local to the user who activates it. For a different user on the same machine, the agent needs to be explicitly activated.
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1. Open the Share room. 2. Depending on what you want to publish, do one of the following: • To publish a story, click the Stories link at the top of the central pane. The stories that have been saved in the Compose room are displayed in the central pane. Click the story you want to publish. • To publish a dataset, click a dataset in the Datasets pane. 3. Click the Publish to SAP Lumira Cloud button in the menu bar at the top of the room. 4. If you are not already connected to SAP Lumira Cloud, enter your account name and password, and then click Connect. If you are already connected, proceed with the next step. 5. Click Next. Note: If you are republishing a story or dataset that already exists on SAP Lumira Cloud, a warning advises you that the story or dataset already exists. If you want to create a new copy on the cloud, do so in the application, then publish it separately; otherwise, the cloud version will be overwritten. You have the following options: • If you want to keep the published version and create a copy, select Do not overwrite from the Detail drop-down list, then click Cancel. You can then create a copy in the application and publish it. • If you want to replace the published version with an updated version, select Overwrite from the Detail drop-down list, then click Verify, and then click Publish to overwrite the existing story. 6. Click Done.
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Publishing to the SAP BI Platform You can publish datasets and stories to SAP BusinessObjects Business Intelligence (BI) platform versions 4.0 SP10 or later and 4.1 SP5 or later. Published stories can be viewed in the BI launch pad as long as the BI platform has the BI add-on for SAP Lumira installed.
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1. Open the Share room. Stories that have been saved in the Compose room are displayed in the central pane. 2. Perform one of the following actions: • To publish a story, click the Stories link at the top of the central pane, and click a story. • To publish a dataset, click a dataset in the Datasets pane. 3. Click the Publish to SAP BI button on the menu bar at the top of the window. The publish connection box appears. 4. In the REST access URL box, enter the URL to the BI platform RESTful web services. The default URL is http://:6405/biprws 5. In the Authentication Type box, enter the authentication you use to connect to the BI platform. 6. In the User and Password boxes, enter the credentials you use to connect to the BI platform. 7. Click Publish. Your story and its corresponding dataset are published to the BI platform. You can access the story in the BI launch pad.
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Publishing a dataset to SAP HANA You can publish only a dataset to SAP HANA, not any associated visualizations or stories. When publishing to SAP HANA, the application uses time information from the SAP HANA server to match data to the SAP HANA Gregorian calendar. The following requirements must be met before time hierarchies can be published to SAP HANA: • The maximum calendar range is 50 years. • The SAP HANA calendar system table is available. • The calendar is Gregorian.
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1. Open the Share room at the top of the window. Saved datasets are listed on the Datasets pane. 2. Click a dataset, and click the Publish to SAP HANA button on the menu bar. 3. Enter connection information, and connect to the SAP HANA instance. 4. Browse to a target cube, and click New view. The dataset is published as a new analytic view.
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Exercise Training Document BOL210
SAP Lumira 1.0
www.sap.com
SAP SE Copyrights and Trademarks © 2015 SAP SE. 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. 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. • Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. • IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. • Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. • Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. • Oracle is a registered trademark of Oracle Corporation • UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. • Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. • HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. • Java is a registered trademark of Sun Microsystems, Inc. • LabNetscape. • SAP, SAP Fiori, SAP SAPUI5, R/3, SAP Fiori, SAP NW Gateway, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. • Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. • Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP SE and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group 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.
ABOUT THIS HANDBOOK COURSE TITLE
CONTENTS ABOUT THIS HANDBOOK ...............................................................................................................................4 EXERCISE 1: CREATE A DOCUMENT AND ACQUIRE DATA .....................................................................5 EXERCISE 2: CREATE A DOCUMENT AND ACQUIRE DATA .....................................................................6 EXERCISE 3: MODIFY THE DATASET AND CREATE A DATASET FILTER ...............................................7 EXERCISE 4: ENRICH THE DATASET ...........................................................................................................9 EXERCISE 5: MERGE TWO DATASETS ......................................................................................................13 EXERCISE 6: CREATE VISUALIZATION OF THE DATA ............................................................................14 EXERCISE 7: TELL A STORY WITH YOUR DATA ......................................................................................19
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ABOUT THIS HANDBOOK COURSE TITLE
About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. American English is the standard used in this handbook. The following typographic conventions are also used: Use
Example/Visualization
Demonstration by Instructor A hint or advanced detail is shown or clarified by the instructor – please indicate reaching any of these points to the instructor Warning or Caution A word of caution – generally used to point out limitations or actions with potential negative impact that need to be considered consciously Hint A hint, tip or additional detail that helps increate performance of the solution or help improve understanding of the solution Additional information An indicator for pointing to additional information or technique beyond the scope of the exercise but of potential interest to the participant Discussion/Group Exercise Used to indicate that collaboration is required to conclude a given exercise. Collaboration can be a discussion or a virtual collaboration. User Interface Text Solution or SAP Specific term
Find the Flavor Gallery button E.g. Flavors are transaction specific screen personaslization created and rendered using SAP Screen Personas.
The handbook is presented in two parts. Part 1 covers the content of the course, while Part 2 covers the exercises. This exercise handbook should be followed with great care on detail. A simple typo in your code or entries will produce errors, so please double-check your spelling while performing the exercises.
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EXERCISE 1: CREATE A DOCUMENT AND ACQUIRE DATA COURSE TITLE
Unit 2 Exercise 1 Exercise 1: Create a document and acquire data 1. Launch Lumira. a) Select Start > All Programs > SAP Business Intelligence > SAP Lumira > SAP Lumira. 2. Acquire the data contained in the MS Excel file RedBox Rental Data.xlsx. a) From the Home screen, click on the icon labeled Create New Document. b) Select Microsoft Excel within the New Dataset window and choose Next. c) Navigate to Libraries > Documents > SAP Lumira Documents and select the file named RedBox Rental Data.xlsx. d) Click Open. 3. Leave all the default settings (we will change a few later) and create the dataset. a) Click Create. 4. Save your document locally as RedBox Story. a) Choose File > Save. b) Make sure the Local button is active (it will be blue). c) Name your document RedBox Story. d) Click Save.
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EXERCISE 2: CREATE A DOCUMENT AND ACQUIRE DATA COURSE TITLE
Unit 2 Exercise 2 Exercise 2: Create a document and acquire data You realize your current dataset includes data that is not needed for any visualizations. You must edit the dataset to remove it. 1. Edit the dataset. a) Choose Data > Edit Data Source. 2. Remove the Split PCT and Gross Margin PCT columns from the dataset. a) Scroll to the end of the data set and uncheck the boxes over the Split PCT and Gross Margin PCT columns (Figure 6).
Figure 6 b) Click OK. c) In the pop-up asking if you are sure you want to delete the columns, click OK.
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EXERCISE 3: MODIFY THE DATASET AND CREATE A DATASET FILTER COURSE TITLE
Unit 3 Exercise 3 Exercise 3: Modify the dataset and create a dataset filter As you view the data in the dataset, you notice a typographical error in one of the Dimensions. You also want to filter the dataset to display only those rental counts between 20 and 120. 1. Ensure you are on the Prepare tab. a) Click the Prepare tab. 2. Change to the Facet view and view the data for the Type. a) b) c) d)
Click the Facets button ( ). From the Object Picker scroll in the Dimensions area until you find the Type dimension. Click the Type dimension. Notice that in the Data Area, you can now see the data for the Type dimension.
3. Correct the value XBX 360 to XBOX 360. a) If the Data Manipulation Panel on the right side of the screen is not open, click the button to open it. b) Highlight the value XBX 360 and click the Replace option. c) In the Replace field, type XBOX 360. d) Click Apply. e) Notice that there is no longer a value for XBX 360. The data has been incorporated into the corrected XBOX 360 value. 4. Filter the Rental Count to display only those rows between 20 and 120 counts. a) From the Object Picker scroll in the Dimensions area until you find the Rental Count Measure.
b) c) d) e) f)
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You cannot select it from the Measures part of the Object Picker. Hover over the column name so that the cog wheel icon displays (if it is not already displayed). Select Filter. Click the number “3” to highlight it and type 20. (You may need to double-click the “3.”) Press the Enter key on your keyboard. Click the number “996” to highlight it and type 120. (You may need to double-click the “996.”)
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COURSE TITLE
g) Press the Enter key on your keyboard. h) Click OK. i) Notice the filter box displayed at the top of the Data area. (The filter box is blue.) 5. Save your work. a) Select File > Save.
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EXERCISE 4: ENRICH THE DATASET COURSE TITLE
Unit 3 Exercise 4 Exercise 4: Enrich the dataset Upon further inspection of the data in the dataset, you realize that some of it can be enhanced to provide more meaningful information to the business users. 1. Create a new dimension called Rating Description to further describe the ratings. a) From the Object Picker scroll in the Dimensions area until you find the Rating dimension. b) Click the Rating dimension. c) If the Data Manipulation Panel on the right side of the screen is not open, click the button to open it. d) Click the Duplicate button. Notice you are now working with the duplicated dimension called Rating(2). e) Click the Rename button and type Rating Description in the New name field. f) Click Apply. g) From the Object Picker scroll in the Dimensions area until you find the Rating Description dimension. h) Click the Rating Description dimension. i) Click the “E” value and from the Data Manipulation Panel, click Replace. j) In the Replace field, type E = Everyone. k) Click Apply. l) Repeat steps i, j, and k as follows: M = Mature NR = Not Rated PG = Parental Guidance Suggested ( Cells button in the Apply to area.)
For PG and PG-13, choose the Selected
PG-13= Parents Strongly Cautioned ( Cells button in the Apply to area.) R = Restricted T = Teenager m) Select File > Save to save your work.
For PG and PG-13, choose the Selected
2. Create another dimension that groups the Genre values into either Movies or Games. a) From the Object Picker scroll in the Dimensions area until you find the Genre dimension. b) Click the Genre dimension.
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EXERCISE 4: ENRICH THE DATASET COURSE TITLE
c) d) e) f)
In the Data Manipulation Panel, click Group by Selection. In the Dimension Name field, type Disc Type. Change the name of the group from newGroup1 to Movies. On the left side of the Create Groups from “Genre” window, select everything EXCEPT Game. (Use the Ctrl key to select multiple values.)
g) Click the Add button to add the selected values to the Movies group. ( Make sure the Group Name Movies is also selected or else the Add button will be inactive.) h) In the Group remaining values as: field, change the name to Games. i) Click OK. j) Select File > Save to save your work. 3. Create a third dimension called Zip-10, based on only the 10-digit Zip code of the Zip_Augmented dimension. a) From the Object Picker scroll in the Dimensions area until you find the Zip_Augmented dimension. b) Click the Zip_Augmented dimension. c) In the Data Manipulation Panel, click Split. d) In the On field, replace with || by typing || in the field. e) Click Apply. f) From the Object Picker scroll in the Dimensions area until you find the Zip_Augmented(2) dimension. g) Hover over Zip_Augmented(2) until the cog appears (if it is not already displayed). h) Click the cog and choose Rename. i) Type Zip-10 in the New name field and choose OK. j) Select File > Save to save your work. 4. Create a formula that multiplies the values for the Retailer Split PCT measure by 100 and round it up to the nearest integer. Name the new measure Retailer Split % as Whole Number. a) From the Object Picker scroll in the Measures area until you find the Retailer Split PCT measure. b) Hover over the Retailer Split PCT measure until the cog appears (if it is not already displayed). c) Click the cog and choose Create Calculated Measure. The Edit Calculated Measure pane appears. d) In the Name field type Retailer Split % as Whole Number. e) Place your cursor in the Formula box, in front of {Retailer Split PCT}. f) From the Functions area, double-click Ceil(num). g) Move the last parenthesis to the end of the entire formula, so the final result looks like this: Ceil({Retailer Split PCT}).
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EXERCISE 4: ENRICH THE DATASET COURSE TITLE
h) Place the cursor inside the last parenthesis and type *100 so that the formula now looks like this: Ceil({Retailer Split PCT}*100) i) Click OK. j) Select File > Save to save your work. Your measure will appear in the Object Picker pane but the data values will not display in the Data area.
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EXERCISE 4: ENRICH THE DATASET COURSE TITLE
5. Create a geographic hierarchy. a) From the Object Picker scroll in the Dimensions area until you find the City dimension. b) Hover over the City dimension until the cog appears (if it is not already displayed). c) Click on the cog icon and select Create a geographic hierarchy > By Names. d) Note that the system has suggested a match between the City hierarchy category and the City dimension. e) From the drop-down for Region select the State dimension. (This step is optional. Lumira will automatically know which cities belong in which states. f) Click Confirm. g) Click Done. h) Select File > Save to save your work. 6. Create a time hierarchy. a) From the Object Picker scroll in the Dimensions area until you find the Date dimension. b) Hover over the Date dimension until the cog appears (if it is not already displayed). c) Click on the cog icon and select Create a time hierarchy. d) The hierarchy is created. 7. Create a custom hierarchy based on the Retailers’ information. a) From the Object Picker scroll in the Dimensions area until you find the Telephone dimension. b) Hover over the Telephone dimension until the cog appears (if it is not already displayed). c) Click on the cog icon and select Create a custom hierarchy. d) In the Create Hierarchy pane type Retailer Hierarchy in the Hierarchy name field. e) From the left side of the Create Hierarchy pane, highlight the Retailer and Address dimensions and click the Add ( ) button. In the right side of the Create Hierarchy pane, use the up and down arrow buttons to arrange the dimensions in the order Retailer, Address, Telephone. g) Click Create. h) Select File > Save to save your work.
f)
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EXERCISE 5: MERGE TWO DATASETS COURSE TITLE
Unit 3 Exercise 5 Exercise 5: Merge two datasets You notice that you are missing a dimension for the Studio associated to the movie title. You know that data exists in another data source and want to merge it with your existing data. 1. Acquire the data contained in the MS Excel file RedBox Studio Addon.xlsx. a) From the Prepare tab screen, click the Combine button (2 intersecting circle) in the Data area and choose Merge. b) Click the Add New Dataset button. c) Select “Microsoft Excel” within the New Dataset window and click Next. Locate and select the file RedBox Studio Addon.xlsx. d) Click Open. e) Click Create. 2. Merge the new dataset with the original dataset. a) The Merge Data window should auto-select Title in each dataset. Note at the bottom of the window that the tool will identify keys, suggest matches, and indicate match compatibility. b) Leave the default Merge Type as Left outer join. c) Click Merge. The Studio data is now part of the original dataset. d) Select File > Save to save your work.
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EXERCISE 6: CREATE VISUALIZATION OF THE DATA COURSE TITLE
Unit 4 Exercise 6 Exercise 6: Create visualization of the data Now that your data is cleansed and consolidated, you can create visual graphics based on the data to help you analyze the meaning behind the data.
Task 1: Create your own visualization using the Chart Builder 1. Switch to the Visualize tab. Note that the filter applied on the Prepare tab is active. a) Click the Visualize button at the top of the Data area. b) Note that the filter you applied on the Prepare tab is active. This filter will apply to any charts you create in this document. You can create additional filters to apply to specific charts. c) If there is a chart that already exists, remove it simply by dragging the data off the X and Y axes back to the Object Picker pane. 2. Create a bar chart that displays Gross Margin and the Target margin by Type. a) The default chart type is a bar chart. If you do not see an image of a bar chart in the Chart Builder area, click the bar chart button ( ) in the Chart Feeder area. b) From Measures drag Gross Margin onto the bar chart or X Axis area. Do the same for Target. c) From Dimensions drag Type onto the chart or into the Y Axis area. d) A bar chart representing the gross margin related to the target achievement per type of disc rented appears.
Each new chart that you create in the Visualize tab is automatically saved in the current session and is available in the Compose and Share tabs. However, it is not automatically saved in the document. To ensure that the chart is saved permanently and available the next time you open the document or start SAP Lumira, you must save the document by selecting File > Save. e) Choose File > Save. 3. Create another Bar Chart that displays the top 5 Movie and Game rentals. a) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder area.
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EXERCISE 6: CREATE VISUALIZATION OF THE DATA COURSE TITLE
b) To illustrate a different way to create the chart, click the and choose each tray and select Rental Count.
icon next to the X Axis area
c) Click the icon next to the Y Axis area and select Title. d) Click Ranking at the top of the Chart Builder area and change 3 to 5. e) Click OK. f) g) h) i) j) k) l) m) n) o) p) q)
Click the icon to filter and select the Disc Type dimension. Choose Movies and click OK. Choose File > Save. In the Chart Gallery area, hover over the chart you just created until the cog icon appears. Click the cog and choose Duplicate. Select the duplicated chart. Notice the 3 filters at the top of the Chart Builder area: the one we created on the Prepare tab, the ranking we applied, and the filter on the Movies Disc Type. Click the Disc Type (2) filter. Click on Games. Now both Movies and Games are selected, but we want only Games. Click on Movies to deselect it. Click OK. Choose File > Save.
4. Create a column chart with a formula to display in percentages how customers rent from Redbox and change the default chart title. a) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder. b) Click the button and choose Column Chart. c) From the Object Picker area, drag the Rental Count measure and Reserved dimension onto the chart. d) Hover over the Rental Count measure in the Chart Feeder area until the cog icon appears. e) Click the cog and choose Add Calculation > Percentage.
Different chart types will have different calculation options. f)
Notice that it appears as though the Percentage calculation is not displayed on the chart, even though it is noted in the chart legend. This is because the percentages are fractions, while the rental counts are whole numbers. In order to see the percentage data only, hover over the Rental Count measure in the Chart Feeder area until the X icon appears. g) Click the X icon.
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EXERCISE 6: CREATE VISUALIZATION OF THE DATA COURSE TITLE
h) i) j) k) l)
Hover over the chart title in the Chart Builder area until the cog icon appears. Click the cog icon and choose Rename. Type How are we reserving discs? as the new title. Press the Enter key. Choose File > Save.
5. Create a scatter plot chart to display the Revenue and Rental Price by Genre. a) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder. b) Click the button and choose Scatter Plot. c) From the Object Picker area, drag the Revenue and Rental Price measures and Genre dimension onto the chart. d) Choose File > Save. 6. Create a geo chart to display the Revenue by Disc Type and Subregion. e) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder. f) Click the button and choose Geo Pie Chart. g) From the Object Picker area, drag the Revenue measure and the Disc Type and Subregion dimensions onto the chart. (
The Subregion is part of the Geographic Hierarchy.)
h) Click the icon to filter and select the State dimension. i) Choose CA and click OK. j) Choose File > Save.
Task 2: Let SAP Lumira recommend a visualization based on the dataset 1. Create a pie chart based on the data Lumira recommends for the visualization. a) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder. b) Click the button at the top of the Chart Feeder area. c) Click Show All.
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EXERCISE 6: CREATE VISUALIZATION OF THE DATA COURSE TITLE
d) Choose the Rental Count by Rating column chart. e) To change the column chart to a pie chart, click the Feeder area.
button at the top of the Chart
f) Click the drop down on the icon and choose Pie with Depth Chart. g) In the Chart Feeder area, drag Rental Count to the Pie Depth area. h) From the Object Picker area, drag Revenue to the Pie Sectors area of the Chart Feeder area. i) Notice that the pie chart is situated so that the tallest sectors are in front, making it difficult to read the shorter sectors. Click directly on the pie chart and drag the mouse to the left or right to rotate the chart so that the tallest sectors are in the back and not obstructing the shorter sectors. j) Choose File > Save.
Task 3: Create a visualization using measures as dimensions 1. Create a bar chart using the Revenue and Gross Margin measures as dimensions and the Genre dimension as the trellis rungs. a) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder. b) From Measures drag from Measures the Revenue and Gross Margin to the chart. c) Click the cog icon at the top right of the Chart Builder area. d) Select Use Measures as a Dimension. e) In the Chart Feeder area, click the button to the left of Trellis. f) From Dimensions drag Genre to the Rows area. g) Choose File > Save.
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EXERCISE 6: CREATE VISUALIZATION OF THE DATA COURSE TITLE
2. Create a numeric point chart based on the data Lumira recommends for the visualization but filtered to the Movie Disc Type. a) Click the button on the left of the Chart Gallery area. By default, a bar chart image is displayed in the Chart Builder. b) Click the button at the top of the Chart Feeder area. c) Click Show All. d) Scroll down the list of suggestions and choose the Revenue by Rating column chart. e) To change the column chart to a numeric point chart, click the button at the top of the Chart Feeder area. f) Drag Rating from the X axis area to the Object Picker area. (We are going to display only the measure, so that is all that will be needed for the chart.) g) Click the drop down on the h) i) j) k) l) m)
icon and choose Numeric Point Chart.
Click the icon to filter and select the Disc Type dimension. Choose Movies and click OK. Hover over the chart title in the Chart Builder area until the cog icon appears. Click the cog icon and choose Rename. Type Movie Revenue as the new title. Choose File > Save.
3. Duplicate the numeric point chart and filter it to the Games Disc Type. a) In the Chart Gallery area, hover over the chart you just created until the cog icon appears. b) Click the cog and choose Duplicate. c) Select the duplicated chart. d) Click the Disc Type (1) filter. e) Select Games. f) Deselect Movies. g) Click OK. h) Hover over the chart title in the Chart Builder area until the cog icon appears. i) Click the cog icon and choose Rename. j) Type Game Revenue as the new title. k) Choose File > Save.
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EXERCISE 7: TELL A STORY WITH YOUR DATA COURSE TITLE
Unit 4 Exercise 7 Exercise 7: Tell a story with your data Now that you have a number of visualizations, you are ready to compose a story of your data using these visualizations as well as other storyboarding elements.
Not all storyboarding elements are available to you. For this reason, you will open an existing .lums file with similar visualizations to the ones you created in Exercise 6.
Task 1: Import the .lums file This task is unique to this course. Ordinarily, you will not need to import a .lums file from any source. Your document that you have been saving all along IS a .lums file. 1. Import the .lums file. a) Choose File -> Import to folder … and navigate to Libraries > Documents > BOL201. b) Select the SP19 Workshop.lums file and choose Open. You may receive some Error alerts that certain images were not found. This is fine as you have not loaded local images into your environment, but they are saved on the .lums file. c) When prompted to open the imported document, choose Yes. 2. From the Compose tab, notice the column chart in the lower left corner of the board. The columns are Redbox shapes. This is a Pictogram. OPTIONAL: If you would like to change the shape to another pictogram: a) Make sure you are on the Compose tab. b) Scroll to the lower left corner and click the chart to select it. c) Click a column in the chart to select just the column. d) On the right side of the Compose tab, notice the Visualization Properties area. e) Change the Shape to a different shape. Note that the shape of only the column that was selected changes; none of the other columns change shape.
Because the pictograms in this .lums file are not on your local machine, you will NOT be able to change the shape back to the Redbox shape. f) Select File > Open but DO NOT save changes to the current document. g) Reopen the SP19 Workshop.lums file.
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EXERCISE 7: TELL A STORY WITH YOUR DATA COURSE TITLE
Task 2: Enhance the existing storyboard 1. Activate the Compose tab to modify the existing storyboard. a) Click the Compose tab. b) Notice that a page has already been created with graphic elements. 2. Add a page to the existing storyboard. a) b) c) d)
Click on the button to add a second page to the story. Select Board on the left of the Page Type window. Choose the Blank template. Click Create.
3. Change the Board Title to Revenue Analysis. a) Select the text Board Title. b) Type Revenue Analysis. 4. Add the following visualizations to the Board, placed in whatever order appeals to you: • The Bar chart with Gross Margin and Target by Type • The Pie with Depth chart • The Scatter Plot chart a) From the Gallery on the left side of the Compose tab, select Visualizations. b) Drag the bar chart called Gross Margin and Target by Type to the board where you would like to place it. c) Scroll down through the visualizations in the Gallery until you find the Pie with Depth chart and drag it to the board where you would like to place it. (Notice that the chart reverts to displaying the tallest sectors in the front. You can still rotate it on the storyboard.) d) Scroll down through the visualizations in the Gallery until you find the Revenue/Rentals by Genre Scatter Plot chart and drag it to the board where you would like to place it.
If you want to move any visualizations, simply click the visualization and move it wherever you choose.
button on the
5. Add Retailer as an input contol. a) From the Gallery, click Input Controls. b) Drag and drop the Retailer dimension onto the board to the left of the title.
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EXERCISE 7: TELL A STORY WITH YOUR DATA COURSE TITLE
6. Add the Redbox logo as a background image for the page. a) On the right panel, expand Page Settings. b) c) d) e) f)
In the Background Image area, click the button. Choose Import from Local. Choose the redbox R file. Click Open. Slide the Opacity slider to the left until you reach approximately 10.
7. Add another page to your story. a) b) c) d)
Click on the button to add a second page to the story. Select Board on the left of the Page Type window. Choose the Blank template. Click Create.
8. Change the Board Title to California Analysis. a) Select the text Board Title. b) Type California Analysis. 9. Add the Geo chart to the entire board. a) From the Gallery on the left side of the Compose tab, select Visualizations. b) Drag the Geo chart to the center of the board. 10. Add Retailer as an input control. a) From the Gallery, click Input Controls. b) Drag and drop the Retailer dimension onto the board to the left of the title. 11. Preview your story. a) Click . b) Navigate to either Page 2 or 3. c) Select a retailer (or a few retailers) in the Input Control. Notice that all the visualizations are filtered to those retailers. d) Click
to return to the Compose tab.
Unit 2 Exercise 1
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