6/29/2021

SAP Analytics Cloud Help

Generated on: 2021-06-29 11:07:21 GMT+0000

SAP Analytics Cloud | Q2 2021 (2021.7)

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Stories
A story is a presentation-style document that uses charts, visualizations, text, images, and pictograms to describe data. Once
you create or open a story, you can add and edit pages, sections, and elements as you like. The story toolbar is divided into
different categories such as File, Insert, Data, and Tools to help you nd options and perform tasks more efficiently. As the
owner of stories you created, you can share them with other users and grant permissions for these stories. After you have
shared your stories, users with view permissions can analyze the data by navigating within the stories.

Tasks
Creating a New Story

Navigating Within Stories

Managing Stories

Explore Your Data

Canvas Pages

Grid Pages

Charts

Tables

Video: Import Data into Stories

Video: Explore Data

Related Information
Story Pages
Story Preferences and Details
About Adding Data to a Story
Models in Stories
Formulas and Calculations

Creating a New Story

Create a new story in a few steps. Use a story to describe your data with charts, tables, text, images and more.

Procedure
1. To create a story, do one of the following:

From the ( ) Main Menu, select Create Story .

From the ( ) Main Menu, select Browse Files .

From the Files page, select Create Story .

2. Choose how you want to start your story:

Select a template: You can apply formatting to your story by using a template, which provides prede ned layouts
and placeholders for objects to help you build a story.

For more information, see Formatting a Story.

Access & Explore Data: Import data from an Excel or CSV (comma-separated-values) le, from Google Drive, or
from an existing model, an existing dataset, or a data source.

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Imported data from a le or from Google Drive opens in the Data Manipulation view, where you can prepare your
data, de ne dimensions, and perform operations such as sorting and ltering. You can also switch to the Data
Exploration view, where you can begin analyzing data and creating visualizations. Imported data from an existing
model or an existing dataset opens directly in the Data Exploration view. For more information, see About Adding
Data to a Story, Importing Data, and Explore Your Data.

After your data source is imported into the story, you can quickly create and display some charts using a target
measure and an optional lter.

a. Use the Story/Data control to switch to Story view, to display the Add an object to the canvas screen.

b. Select the Build my story for me link.

c. In the Build My Story panel, choose +Select Measure to specify a target measure.

 Note
The Build my Story feature only works for measures as inputs. It does not support model-level or story-
level calculated measures.

d. Select +Add Filters to specify an optional lter.

e. Select Create to view charts based on your selections.

Add a Responsive Page: Responsive pages allow you to create layouts that automatically resize and re ow when
viewed on different screen sizes.

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They can be added to Digital Boardroom agendas and dashboards. For more information, see Responsive Lanes.

Add a Canvas Page: Lay out charts, tables, geo maps, images, and other elements on one or more canvas pages
to explore and present your data.

Use the Designer panel to format and manipulate the data in your canvas elements. For more information, see
Canvas Pages.

Add a Grid Page: Start with an empty grid, and add data; for example, by typing in numbers or pasting from
another application, or by adding a table based on an existing model.

For more information, see Grid Pages.

 Note
You can add data at a later stage from the Data view, using the menu under the Story/Data control.

3. Continue re ning your story, adding pages as necessary.

Suggested data and datasets will display in the left panel when adding a new canvas to a page. Select any of the
suggestions to quickly create and view the most relevant visualizations for your data.

 Note
When you are editing a story, you are noti ed when others are editing that story at the same time. When somebody
else saves their changes, you are also noti ed. You can open the latest version and discard your changes or Save As
to keep a copy of your changes in a different story.

4. Save your story.

a. Specify the story's path – you can save to your private les or to a public path.

 Note
A public story is visible to all users. A private story is visible to its creator and the users they have chosen to
share it with.

b. Provide a unique name for your story.

 Note
Valid characters are alphanumeric characters and underscores. Spaces can be included but not at the start or
end of a name.

c. Provide an optional description.

Next Steps

 Note
You can also create a story by dragging a CSV or Excel le to the Home screen, or by selecting Add New Data from the menu
under the Story/Data control, and then selecting Data uploaded from a le. When you create a story in this way, the story
includes an embedded model that isn't visible on the Modeler page.

Related Information
About Adding Data to a Story
Preparing Data For Consumption

About Adding Data to a Story

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You can import data as a dataset or model from an external data source into a new story.

When you import a data into a story, a “private” or “embedded” entity is created in the background. This entity contains your
data structures - dimensions, measures, and dimension attributes such as descriptions or hierarchy information. The imported
data is embedded in the story as a self-contained entity. It will not appear in the folder list for use with other stories.

The source data can be your own data from local or server-based les, or from supported data sources.

 Note
When you import data from Microsoft Excel on a network, the rst sheet is automatically imported. When importing from a
local le system, you can choose which sheet to import.

When importing data into a story, the import process analyzes the source data and creates an initial inferred data view with
proposed dimensions and measures. You then further re ne the proposal by geo enriching dimensions, specifying certain
columns as either dimensions or measures, and xing any data-quality problems.

The overall work ow for adding data to a story involves the following:

1. Import your data.

2. Optional: specify descriptions or hierarchies for the dimensions, or specify a column to be a measure.

3. If necessary, cleanse your imported data and x any data-quality problems. For more detailed information about
preparing data, see About Data Wrangling, Mapping, and Transformation in Datasets.

4. Embed the dataset by saving the story, or by switching from Data to Story view.

 Note
If you are importing a model, please refer to Models in Stories.

Agile versus basic data preparation

SAP Analytics Cloud supports two data preparation experiences:

An agile experience that is geared to consume datasets for adhoc and exible analysis. This is the default experience for
adding data to a story. For a better understanding of datasets see About Datasets and Dataset Types. You can import
and immediately use data to create visualizations within your stories. Using this experience, you can smoothly move
between the data and the story layout views. You can quickly edit the imported data to suit the changing requirements of
your story creation process. Other bene ts of this agile data preparation experience:

Data structures and data types are inferred during the initial data import, letting you immediately start working
on story layout.

A Dataset Overview panel listing all the dimensions and measures included in the imported dataset is displayed.
You can use this panel to make some quick changes to your data structures.

You can immediately consume the imported data and any consequent data modi cations to charts and other
visualizations in your stories.

You can easily create level hierarchies based on the imported dimensions.

Unresolved data quality issues will not prevent you from consuming unaffected data cells to create charts and
other visualizations.

A basic data preparation experience that is geared to working with models, and where data structure is a paramount
consideration. These scenarios include working with live data where structure is de ned by the source of data, and

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governed data that is centrally controlled. You can launch this experience after importing your data. Under the Save
toolbar select the Open With Basic Data Preparation option.

 Note
The basic data preparation experience supports certain functionalities not available in the default agile option. For a
detailed list see Limitations to Preparing Data

Preparing data imported from a dataset

You can import and immediately use data to create visualizations within your stories.

Launching the Data Preparation Tool

1. Launch your story. From the ( ) Main Menu, select Create Story .

2. Select the Access & Explore Data option.

The Let's add some data! dialog is displayed.

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3. Import your data by selecting one of the following options:

Data uploaded from a le: for an Excel or CSV (comma-separated-values) le stored locally or on a le server.
Choose the le you want to import.

Data from a data source: for data stored in a supported data source (SAP HANA, etc.). Select the dataset you
want to import from your source.

 Note
Don't select the Data acquired from an existing dataset or model option. This option opens the Data Exploration view.
You cannot prepare data in this view.

The Acquiring Data process is launched. Upon completion, the Data view for the story is displayed.

 Note
If you import a large-volume dataset, you'll be informed that a data sample will be used rather than the entire
dataset. Select Got it to continue. If you want the entire dataset to be validated when performing any data
preparation tasks, select Validate Full Dataset at the bottom of the Dataset Overview panel. This will give you a
better sense of how many issues, such as mismatched values for speci c data types, exist in your dataset.

Once data has been imported, you can perform any of the following tasks:

Use the Story/Data control to switch to Story. There, you can quickly create and view charts or other visualizations
based on your imported dataset, and add tables where you can carry out simulations. See Running Simulations on
Embedded Data for details.

View the imported data in more detail. More information is available in View Datasets.

Save the story – the embedded dataset will be stored as part of the story.

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Replacing a dataset in a story

You can now replace any public or private dataset in your story with another public dataset. When you replace the dataset in
your story, the con guration of all the widgets in your story is preserved. This means there's no need to rebuild your charts and
tables.

Your new dataset must contain all the measures and dimensions, and the same measure and dimension names and types as
your original dataset. However, your new dataset can also contain additional measures and dimensions not found in the original
dataset.

Follow these steps to replace a dataset in a story:

1. Open a story in Data view ( ).

2. Select beside your current dataset name.

3. Select to open the Select Dataset dialog.

4. In the (Search) eld, type the name of the new dataset with which you'd like to replace your current dataset, and
select it from the list.

5. A Replace Dataset dialog appears informing you about the potential differences in your story after replacing the
dataset. Select OK.

6. Your dataset is now replaced.

7. Select (Save) to save your story based on the new dataset.

 Note

If you want to base your Smart Discovery results on your new dataset, you need to run Smart Discovery again, from
the Story view.

Related Information
SAP Note 2789695
Creating a Model with Coordinate or Area Data for Geospatial Analysis
Models in Stories
View Datasets
About Data Wrangling, Mapping, and Transformation in Datasets
Preparing Data For Consumption

Limitations to Preparing Data

Below is a list of features not available with the default data preparation experience released in 2020.12. Please revisit this
topic for updates on feature support.

When embedding a dataset within a story, you have the option to open the dataset using Basic Data Preparation.

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This experience supports the following functionalities that are not available with the default data preparation experience:

Appending data to an existing embedded dataset.

Mapping newly uploaded data into an existing dataset.

Acquiring data from a Dow Jones data source.

Using multiple headers when performing a transformation to convert columns to rows.

Using Smart Insights when working with variance chart.

Building a parent-child hierarchy.

Models in Stories
When you import a data le into a new story, a “private” or “embedded” model is created in the background, containing your
data and dimension information.

Unlike models created on the Models page, these private models are saved with the stories, and they don't appear in the public
models list on the Models page.

Preparing Data for a Model in a Story

When you initially acquire raw data, it may need to be cleansed, and it may include many rows and columns which might not be
relevant to your analysis or planning. Data preparation involves pruning, transforming, and formatting your raw data before it's
used in charts and tables.

Data preparation involves any of the following tasks:

Fixing anomalies in the data (such as dates with inconsistent formatting), lling in empty cells, and so on.

Filtering data, hiding columns, or splitting columns into two.

Assigning dimension types or measures to the data columns, or setting columns to be dimension attributes.

Mapping incoming data to existing dimensions, or mapping incoming numerical data to measures.

Updating an acquired dataset by importing data or combining data from another source.

For a detailed information on the basic preparing data experience seePreparing Data For Consumption.

Refreshing a Model in a Story

You can refresh a private model inside a story by uploading another le. The contents of the uploaded le either replace, or are
appended to, the existing content in the model. Follow these steps to refresh a model in a story:

1. With a story open in Data view ( ), select (Refresh Data).

2. Choose a source le.

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3. Choose whether the new data will replace, or be appended to the existing data.

4. Select Finish.

Publishing a Model in a Story

You can publish a model in a story to create a new public model based on the information in the private model. Reasons for
publishing a private model include:

If you want a public model that uses the same le and the same column settings as an existing private model, you don't
need to create that public model from scratch.

You may no longer have the original uploaded le, and therefore wouldn't be able to create a public model using that le.

Follow these steps to publish a model in a story:

1. With a story open in Data view ( ), select (Publish Model).

2. Type a model name, and a description (optional).

3. Select Create.

A new public model, independent of the original private model, is created, and appears in the public models list on the Models
page.

The original private model remains unchanged, and the story that contains it does not reference the new public model.

 Note
There may be differences between the public model and the original private model in the story:

The dimension member IDs of a dimension in the public model can be different from the IDs in the corresponding
dimension in the model inside the story. If you create a formula in the story that references dimension member IDs,
the equivalent formula in the public model may refer to different dimension member IDs. However, in charts, both
models will show the same dimension member values when you choose to display member descriptions instead of
member IDs (dimension description is the default option for charts).

Models in stories can have simple date dimensions (with drill down not enabled). After publishing, the corresponding
dimensions in the public model would have dimension members represented as strings.

Replacing a Model in a Story

You can now replace any acquired model (new model type or classic account model) in your story with another acquired model.
When you replace the model in your story, the con guration of all the widgets in your story is preserved. This means there's no
need to rebuild your charts and tables.

Your new model doesn't have to be the same model type as the original model in your story. You can replace an analytic account
model in your story with a planning model, and vice versa. Your new model must contain all the measures and dimensions, and
the same measure and dimension names and types as your original model. However, your new model can also contain additional
measures and dimensions not found in the original model.

Follow these steps to replace a model in a story:

1. Open a story in Data view ( ).

2. Select beside your current model name.

3. Select to open the Select Model dialog.

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4. In the (Search) eld, type the name of the new model with which you'd like to replace your current model, and select
it from the list.

5. A Replace Model dialog appears informing you about the potential differences in your story after replacing the model.
Select OK.

6. Your model is now replaced.

7. Select (Save) to save your story based on the new model.

 Note

If you want to base your Smart Discovery results on your new model, you need to run Smart Discovery again, from
the Story view.

If you replace a model using the R visualization widget, the original model name persists. Only the model ID is
replaced.

Related Information
SAP Note 2789695
Choose Between Datasets and Models
Introduction to the Modeler
Importing Data
Getting Started with the New Model Type

Navigating Within Stories

Did someone share a story with you? Explore the menu options and objects on the story page. You can use these tools to make
sense of your data!

Here's an overview of the main menu options that you can nd within a story in SAP Analytics Cloud:

 Note
Your choice of menu options changes depending on the way the story was created and the data it contains.

Toolbar Types

Toolbar Options

Action Menu Options

Context Menu Options

Additional Options

Toolbar Types
You will see different toolbars and different menu options when you are editing a story or viewing a story. The following are
some of the toolbars that you might see:

Edit Mode, Story details

Edit Mode, Data details

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View Mode, Story view mode

View Mode, Explorer view mode

Edit Mode, Story Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when
the toolbar is expanded.

File Edit Story:

Story Details

Preferences

Query Settings

Smart Insights Settings

Save:

Save

Save As

Save As Template

Export

Copy and Paste:

Copy

Copy To

Duplicate

Paste

Paste Special

Share:

Share

Publish to Catalog

Insert Chart

Table

Input Control

Geo Map

Image

Shape

Text

Clock

Comment Widget

RSS Reader

Web Page

Value Driver Tree

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Data Action Trigger

BPC Planning Sequence

R Visualization

Symbol

Tools Story Filter/Prompt

Formula Bar

Chart Scaling

Conditional Formatting

Smart Discovery

Value Lock Management

Set/unset read only for selected cells.

Cell References and Formulas

Data Publish Data

Refresh:

Refresh

Con gure Auto Refresh

Edit Prompts:

Models with prompts/ no models require prompts

Link Variables

Link Dimensions

Format Layouts

Display Comment Mode

Examine

Explorer View Mode

Edit Mode, Data Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when
the toolbar is expanded.

File Edit Story:

Story Details

Preferences

Query Settings

Smart Insights Settings

Save:

Save

Save As

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Mode Data Exploration

Unavailable for Public Models

Data Add New Data

Edit Prompts:

Models with prompts/ no models require prompts

Link Variables

Link Dimensions

Edit Query

Display Show/Hide:

Show/Hide Data

Sort Facets

View Mode, Story View Mode Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when
the toolbar is expanded.

File Save

Save As

Save As Template

Export

Share

Edit Reset

Refresh:

Refresh

Auto Refresh

Copy

Paste

Paste Special

Tools Edit Prompts

Bookmark:

Bookmark Current State

Open Saved Bookmarks

Cell References and Formulas

Formula Bar

Story Filter/Prompt

Display Tab Bar

Comment Mode

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(Filter)

(Refresh)

(Bookmark) Bookmark Current State

Open Saved Bookmarks

Page name

Page navigation

Fullscreen

Explorer View Mode toggle

View Mode, Explorer View Mode Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when
the toolbar is expanded.

File Save:

Save

Save As

Data Refresh

Display Story View Mode

(Bookmark)

(Refresh)

Page name

Page navigation

(Fullscreen)

Story View Mode toggle

Toolbar Options
You can nd the following menu options on the toolbar that is directly above the story page. The options you see will vary
depending on the way the story was created and the data that it contains.

Functionality Description

Save a) Save As: save the story with a different name to create a new version of it. Keep in mind that
this copy is not linked or synchronized with the original one.

b) Save As Template: save the story as a template that can be used to create a new story.

c) Export: export the story as a PDF le or a Google Slides presentation.

Reset Reset any changes that you made to lters and input controls to get the original view of the
story. Your comments and any new versions of the story you created are saved.

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Functionality Description

Story Filter Apply lters for all charts that are based on the same data source. The lter is applied in all
the pages of a story.

Formula Bar Calculate values in empty table rows and columns, or cells outside a table.

Refresh a) Refresh: reload the story to get the most recent data.

b) Auto Refresh: automatically refresh the story at an interval set by the story creator.

Edit Prompts If this option is enabled, you can lter story data from the data source level by setting story
variables that you want to display in the story. Charts or tables that are built from that data
source will get updated based on the details you entered.

For example, if you want the story to show only full-time employees who have worked in the
company for at least 7 years, you can set these variables and change the details.

Comment Mode Switch Comment Mode on and off to hide or display comments in the story. You can add
comments to story pages as well as to charts and other objects in the story. After a comment
is added, everyone who has access to the story will get noti ed.

Fullscreen Display the story in full-screen, without toolbars. To switch out of full-screen view, hover at the
top of the page selector bar, and click .

Bookmark Current State a) Bookmark Current State: create Personal bookmarks to save different states of a story as
private bookmarks that are visible only to you. Story and page lters, input controls, prompts,
explorer views, and variances are saved in your bookmarks.

b) Open Saved Bookmarks: access your Personal bookmarks (created by you), Global
bookmarks that are shared with anyone who has access to the story, and other bookmarks that
are shared with you. When a Personal bookmark is shared with you, you have the option to
remove it from your list of bookmarks.

You can hover over a Personal bookmark to do the following:

Edit its name by clicking

Share it with other users or teams by clicking

Delete it by clicking if you no longer need it

Action Menu Options

Click anywhere within the area of a chart or table to open the Action Menu. Expand (More Actions) to see all the options
available in the menu. Note that these options vary depending on how the table or chart was created and the data it contains.
Just make a choice and the selected chart or table will get updated right away!

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Functionality Description

Sort Organize your data in a meaningful order to make it easier to understand. The sort options will
vary depending on the dataset.

Rank Display values based on their rank order:

a) Top 5 Values: show the 5 highest numerical values.

b) Bottom 5 Values: show the 5 lowest numerical values.

c) Top N options: choose what you want to display from the options. You can select from a
range of values and measures.

Compare To Compare the selected data point of a chart with date or time data to itself from previous time
periods.

If you are working with a bar chart, you can simply click on a bar and then hover over another
bar to see their difference in value.

Add a) CGR: add a Compound Annual Growth Rate line to a chart that has date values on its axis.

a) b) Comment: add comments to your widget and show or hide them by switching the toggle on
or off.
b)

Expand Title Shows you the full title of the chart or table that you're working with.

Export Export your chart in CSV format.

Open Explorer If this option is enabled, you can see how your data look in other chart types and also play with
the data without making permanent changes to the chart.

Fullscreen Expand your widget to show all of its content in fullscreen. To switch out of full-screen view, go
to the top right corner of the story page, and click .

Pin to Home Pin a chart to your home screen so that you can quickly nd it next time.

View Controls See the lters that have been applied to your chart.

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Context Menu Options

Click on a data point of a chart or table to open the Context Menu. Note that the menu options you get vary depending on how
the chart or table was created and the data that it contains.

Functionality Description

1.Filter Selected Data Points Focus the chart on a speci c set of data.

2.Exclude Data Points Hide data points that aren't immediately useful for your current analysis.

Drill Drill down on data that has multiple levels so you can display your data at the level you want.

a) a) Choose a level to Drill Down. For example, drill down to Countries from Location.

b) b) Choose a level to Drill Up. For example, drill up to Countries from Cities.

c) Expand/Collapse: see all levels of the hierarchy. For example, you can see Cities, Countries,
c)
and Location data altogether.

d) d) Set Drill: change the hierarchy back to the default level or choose another hierarchy and
level to display from a list. For example, if the current level is Countries, you can reset the
hierarchy back to Cities, the default level that the story creator has set, or you can drill down
on Department data instead.

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Functionality Description

3.Compare To Compare the selected data point of a chart with date or time data from previous time periods.

If you are working with a bar chart, simply click on a bar and hover over another bar to see their
difference in value.

4.Smart Insights Get more information about the data of a selected chart or table.

Additional Options
You can nd more options on the story page, depending on the story that is being shared with you. Once you have made a
choice, either the entire story page or selected elements on the story page will get updated accordingly.

Functionality Description

Pages A story can contain multiple pages. Use the tabs to move from one page to the next.

Page Filter If a story page contains page lters, you can lter all charts in the story page that are based on
the same data source.

Input Control Input Control is one type of page lter.

Select the data you want to display in your charts or tables and see the updates in real time.

There are several display options you can choose from:

a) Slider: control what data you want to see on your charts and tables.

b) Radio Buttons: let you pick one measure to display in your charts or tables.

c) Checkboxes: let you choose one or more measures to display in your charts or tables.

See the images below for some examples of input controls.

Linked Analysis When multiples charts are connected to one chart through Linked Analysis, the charts will
update simultaneously based on the selection you made in that chart. Once you are done, click
a blank area within the chart to remove the lter. See the images below for more details on how
to use and reset Linked Analysis.

Input Control

a) Slider

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b) Radio Buttons

c) Checkboxes

Linked Analysis

Using Linked Analysis

You can use a chart as a lter for other charts if they are connected through linked analysis.

 Example
Let's say you want to know the average gross margin of carbonated drinks in California 2014. Select the highlighted area on
the vertical bar chart. Now, the numbers on the horizontal bar chart tell you the average gross margin of carbonated drinks
in 2014, rather than of all products over time.

This is what it looks like before and after you use linked analysis on two bar charts that are linked together.

Resetting Linked Analysis

Here’s what it looks like before and after you reset linked analysis on two bar charts that are linked together.

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Do you want to reset your linked analysis? Just click on a blank space within your chart.

In the example above we applied a lter to see the average gross margin of carbonated drinks in 2014.

Do you want to remove the lter and see the margin of all products over time again? Simple. Just click a blank space within a
chart and the chart is updated.

Related Information
Story Preferences and Details
Customizing Results for Top Contributor Smart Insights
Merging SAP BW Queries (Speci cs for SAP BW)

Explore Your Data

You can start creating a story for your data by experimenting with lters and charts in the 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 lter
dimensions by selecting individual members, and the visualization changes immediately to show you the ltered result.

Initially, the visualization type is chosen automatically based on the selected data, but you can change it to any of the types
supported for your data. When using the Table visualization, the behavior is the same as when using tables in stories, with the
following exceptions. For more information about tables, see Tables.

Some actions speci c to tables in planning models are not supported in the Explorer; for example, allocation, version
management, and forecasting.

In addition to this Data Exploration mode, you can also use the Data Manipulation mode, which lets you perform simple data
preparation, such as specifying which column is a measure and which is a dimension.

 Note
The Data Manipulation mode is available only when you acquire data by dragging an Excel le onto the Home screen, or by
selecting Add New Data from the menu under the Story/Data switch, and then selecting Data uploaded from a le.

Required Dimensions
Some dimensions may be required for displaying measure values. To ensure that displayed numbers are correct, select all the
Required Dimensions in the facet panel in the Explorer. The (Show/Hide Data) list displays required dimensions based on
which measures are selected in the Explorer.

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Also, when using the Show Measure feature in the Explorer, a measure is disabled if the measure has more than one required
dimension, or if the selected dimension is not the measure’s required dimension.

Tasks
Accessing the Explorer

Running Smart Discovery

Specifying Required Dimensions

Related Information
Smart Discovery
SAP Note 2779907

Accessing the Explorer

You can access the Explorer to begin creating a story for your data.

Context
The Explorer displays your data in a faceted view, with a visualization area below it. The initial view contains the dimensions that
are selected in the Show/Hide Data list, plus any other dimensions that are included in visualizations in the story. If you're
creating a new story, only measures are shown initially.

Procedure
1. You can access the Explorer in these ways:

Option Description

Open an existing story. From the main menu select Browse Files , and then select a
story.

In the story, select Edit mode.

Create a new story. From the main menu select Create Story .

Drag an Excel or CSV le to the Home screen. Your data is displayed in Grid View mode ( ).

Prepare your data.

Access the Explorer from a story canvas. For details, see Launching the Explorer from a Story Canvas.

In the story, use the Story/Data control to switch to the Data view.

To use the Explorer, select Data Exploration mode ( ).

2. To add dimensions, do one of the following:

In the facet panel, select (Show Dimensions).

From the toolbar, select (Show/ Hide).

 Note
If you want to add all the dimensions to the facet panel (Show All) and there are more than 20 dimensions, it may
take a little time to load all the dimensions.

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3. (Optional) To change the order of the dimensions, do one of the following:

In the facet panel, select a dimension facet and drag it to a new location.

From the toolbar, select (Sort Facets).

a. In the Sort Facets dialog, either use Sort Options to sort all facets into ascending or descending order, or
manually drag the facets to create a new custom order.

b. When you are satis ed with the order of the facets, select OK.

 Note
Using Sort Facets applies the custom order to the current exploration session only. To keep a view with the facets in a
custom order, launch the explorer from the canvas, rearrange the facets in the facet panel, and then save the new
view.

4. Select measures and dimensions in the facet panel to add them to the visualization, or select individual members to
lter a dimension.

To help you nd dimension members, you can search for them. Hover over the dimension name in the facet panel, and
then select (Search) to display the search bar.

 Note
Searching in the facet panel is not supported for date-type dimensions.

You can also display additional information about the members in the facet panel. Hover over the dimension name in the
facet panel, select the (Access Other Interactions) icon, and then select Show Measure.

 Tip

Analytic view data sets: to display the number of times that a member occurs in the dimension, select
Occurrences.

To display the sum of a measure for each dimension member, select that measure from the list.

Planning models: to display the sum of a selected measure (account) for each dimension member, select
Accounts.

If you display the occurrences or sums, you can also sort the dimension by that information. Hover over the dimension
name in the facet panel, select (Access Other Interactions) and then select Sort Highest to Lowest or Sort Lowest
to Highest.

 Note
For hierarchical dimensions, sorting is applied at each level (siblings in the tree are sorted relative to each
other), in contrast to at dimensions, where sorting is applied across the entire list.

Sort options are not available for SAP BW hierarchical dimensions.

5. To lter a dimension, select individual members.

When you lter dimensions by selecting individual members, you can select (Show Filters) in the dimension header to
toggle between seeing only the selected members or seeing all members. You can clear the lter by selecting Clear
Selection .

You can choose whether selecting members includes them in your visualization or excludes them. Selected members are
included in your visualization by default, but to exclude them, hover over the dimension name in the facet panel, select
the (Access Other Interactions) icon, and then select Exclude.

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6. If you want to place dimensions on particular axes (rows or columns), select Designer to open the Builder panel.

In the Builder panel you can drag dimensions and measures between axes, change the order, assign colors, and more.

 Remember
When accessing the Builder panel from the Explorer, the available functionality is not the same as when accessing the
Builder panel from a canvas page. For example, you can't add or edit lters.

7. To change the formatting of your visualization, select Designer and switch to the Styling panel .

In the Styling panel you can change chart properties, number formatting, fonts and font colors, and more.

 Note
Canvas pages and Explorer do not show the same options in the styling panel. For example, when using the styling
panel in Explorer the Break Scale chart property isn't available, and you can't apply Styling Rules to tables.

8. To see more information about a particular data point in your visualization, select a data point and choose (Smart
Insights).

A side panel appears displaying two panes:

A chart preview.

Information that highlights contributing factors for the data point.

 Note
The Smart Insights icon isn't available when the Styling panel is open.

9. To clear your visualization settings and start again, in the visualization area select Clear Chart .

All measures, dimensions, and members are deselected, the sort order is reset to Sort Ascending, and lter selection
mode is reset to Include. However, all hidden dimensions remain hidden.

When you're happy with your visualization, you can copy it to a page in your story.

10. To export the data from your current view in the Explorer to a CSV le, select Export .

If your current view in Explorer is a table, you can also export the data to an XLSX le.

11. To do any data preparation, switch to Grid View mode ( ).

When you make changes in the Grid View mode, previous selections made in the Data Exploration mode ( ) are
cleared.

The Grid View mode is available only for datasets acquired by dragging a data le onto the Home screen, or when
choosing Data uploaded from a le in the Add New Data dialog.

Related Information
Exporting Data as a CSV File
Exporting Table Data as an XLSX File

Launching the Explorer from a Story Canvas

You can launch the Explorer directly from a story canvas.

Context

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When you're viewing a chart or table in the standard View mode or in Present (Fullscreen) mode, you can launch the Explorer to
select different measures and dimensions, experiment with lters, and more. For more information about the Explorer, see
Explore Your Data.

Procedure
1. While you're creating your chart or table, open the Designer panel.

2. In the Builder tab, select the Enable Explorer option to enable the Explorer mode.

If you want to restrict the number of measures and dimensions that are visible in the Explorer, select Con gure
Measures & Dimensions. Note that all measures and dimensions that are currently in the chart or table are
automatically included and can’t be removed. Also, if you don’t specify any additional dimensions or measures, then only
the ones used in the chart or table are available in the Explorer.

You can clear your con guration of measures and dimensions by selecting Clear Selection.

 Restriction
Measure and dimension con guration is not available for blended charts and tables.

3. After you've nished designing your chart or table, switch to View mode, with the Fullscreen mode either on or off.

4. Select the chart or table, and then select Open Explorer .

You can now use the Explorer to see how selecting different members affects the chart or table.

5. To add dimensions to the facet panel, select (Show Dimensions).

 Note
If you want to add all the dimensions to the facet panel (Show All) and there are more than 20 dimensions, it make
take a little time to load all the dimensions.

6. (Optional) To change the order of the dimensions, select a dimension facet and drag it to a new location.

7. To open the Builder, select Open Builder .

In the Builder, you can drag measures and dimensions to change the chart structure, and edit your lters.

For example, you can adjust story and page lter values by interacting with the lter token, the same way you do on the
story canvas. All changes made to story and page lters in the Builder are applied to the story after you exit Explorer
mode.

Any existing story and page lters are applied by default. To disable a story or page lter, hover over the lter token and
select (More) Apply Filter .

If you want to delete a chart or table lter, select the icon in the lter token.

 Tip
Hover over a lter token's icon to see what kind of lter it is.

 Note
When you exit the Explorer, changes to the chart or table are not saved.

Changing story or page lter values may impact the values you see in the facet panel. For example, in a
currency dimension, you might see USD and Euro initially. Then if you change the country lter to lter out
USA, the currency dimension in the facet panel no longer shows USD.

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8. To keep a copy of your exploration changes, select New View.

9. When you are nished exploring the data, select Exit Explorer Mode.

 Remember
Only the original view of the facets will be kept if you don't save a new view before exiting explorer mode.

The chart or table header displays the number of explorer views that you have created.

Results

 Remember
You'll need to save your story or save a bookmark if you want the explorer views to be available the next time you open the
story.

Related Information
Changing the Initial Chart for Explorer Mode
Accessing the Explorer

Explore the Data in a Story Shared with You

Use Explorer Mode to analyze the data in a story, see default views set by the story owner, or add and save additional views.

You can analyze every dimension or KPI in the story that is not restricted by the story owner, view the data in other chart types
or tables, see default views set by the story owner, or add and save additional views.

Access Explorer Mode

On the story toolbar, select (Explorer View Mode).

 Tip
If some explorer views have been added to a chart, the chart's subtitle will contain the amount of available views. Simply click
on the link to access the view.

To switch back to the story view, select (Story View Mode).

Navigating Explorer Views

The Explorer can contain multiple views that you can navigate as you do with story pages.

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The following actions can be performed in the Explorer view (refer to the diagram):

1. Change to a different page. In Edit mode, you select the pages from a drop list. In View mode, you can use the left or right
arrow keys to switch pages.

2. The tabs represent each chart or table widget that can be viewed in the explorer.

3. Create new views by clicking + New Explorer View.

4. After you create a new view, that view label is displayed. Select the drop list icon to change to a different view.

5. The original view is rst in the list (Original View), and it can't be renamed.

6. The other views can be edited ( ) or deleted.

When you are in the Edit View dialog, you can change the name, and you can also set the view as the default view for the
widget (select Set view for explorer default.). After you close the dialog you will see that (Default) has been appended to
your new default view.

The next time you open Explorer, the selected view will open instead of the Original View.

7. Show Dimensions: You can add more dimensions to the facet panel to use in your exploration.

 Note
If you want to add all the dimensions to the facet panel (Show All) and there are more than 20 dimensions, it may
take a little time to load all the dimensions.

8. Sort Facets: The Sort Facets dialog provides another way to show extra dimensions.

a. In the dialog, either use Sort Options to sort all facets into ascending or descending order, or manually drag the
facets to create a new custom order.

b. When you are satis ed with the order of the facets, select OK.

Explore Your Data

When you select measures and dimensions in the upper pane, the visualization in the lower pane updates in real time. You can
lter dimensions by selecting individual members, and the visualization changes immediately to show you the ltered result.

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For example, you can click on the Discount % measure to enable it in the chart, then click on California from the Location
dimension to lter the results and only show the state.

To remove a measure or dimension from the chart, click on it again.

For dimensions, you have the following selection options:

Click the dimension header to enable or disable it in the visualization.

Click a dimension member to apply or remove a lter on this element.

Click Access Other Interactions to open a context menu and do the following:

Select a hierarchy (if available)

Change the sort order

Select display options

Select a Visualization Type

The visualization type is chosen automatically based on the selected data, but you can change it to any of the types supported
for your data.

To change the type of visualization, click the label on the top right corner of the lower pane and select a different type of chart or
table.

For example, you can change the chart to a Stacked Bar/Column.

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For more information, see Choosing the Best Chart Type for the Data.

Customize Your Chart with the Builder and Refresh your Data
In addition to changing the type of visualization, you can also automatically or manually refresh the data in the visualization and
open the chart builder to build and customize your chart.

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The builder can help you switch dimensions and add or remove lters easily. Drag and drop dimensions, measures, or lters and
the visualization will be updated.

Explore Tables
Show/Hide- click the menu and then Show/Hide to show or hide the elements in a table.

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This way you can control which information is displayed. For example, you can choose to hide Dimension Headers.

Set Drillstate- set the drill level or drill state of the whole table content using the context menu and choosing the
Dimension and Drill Level.

Edit Drill Limitation - When there are too many rows in your table only 500 are displayed and you get a warning. You can
click on the icon and then Edit Drill Limitation to increase the table size. Keep in mind that when you increase the
number of rows the number of columns will decrease to preserve the recommended limit.

Tips and Best Practices

Hide all the dimensions and only add the ones you require for your visualization. This improves performance in
navigation.

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Use the Builder to re ne the Visualization. You can more easily build charts with multiple dimensions and tables using
the builder. For example, in a table you can move dimensions to rows, columns, or lters.

Save your view in a bookmark

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Create a new view by clicking + New View and Edit to give your view a new name. Then, click Exit Explorer Mode to leave
the explorer and save your story in a bookmark .

The Explore view will be available directly after loading your bookmark.

You can export the data to excel or csv by clicking Export.

Related Information
Story Preferences and Details

Story Pages
You can add multiple pages to your story to help you explore and present your data.

A story page can be a blank canvas, a responsive page, or a grid. Use a blank canvas or responsive pages to lay out tables and
charts, or use a grid to work with numbers and formulas on a sheet. Responsive pages let you create lanes to section the page
content into groups. Tiles within a lane stay together when the responsive page is resized.

On the page tab bar, you can select a page's drop-down menu to delete, duplicate, rename, move, hide, or add comments to
that page. You can also copy and paste story pages from one story to another.

 Restriction
When you copy or duplicate a story page, the input controls (measure, dimension, and cross-calculation) won't be copied to
the new page.

To move a page, you can drag and drop the tab to the desired location, or from the drop-down menu, select Move left or Move
right to move the page one level in either direction.

Hiding a page makes it visible only to users that have edit rights; it is not visible in present mode. To hide a page, from the
page's drop-down menu, select Set as hidden. You can tell if a page has been set as hidden because its name is struck-through.
To make a hidden page visible, from the page's drop-down menu, select Set as visible.

Related Information
Collaboration for Stories
Responsive Lanes

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Story Preferences and Details

Set your story preferences to specify default formatting options in a story (such as the page size and background color) and set
your story details to specify how to open the story.

Preferences: Applying Page Settings

1. From the le menu select (Edit Story) Preferences .

2. Select Page Settings.

3. Select the default page settings for your story.

The following page settings are available for Canvas Pages:

Formatting Option Description

Default Page Select a default background color for the pages in your story.
Background

Default Page Size Select On to set the default page size in your story. You can select a predetermined size from the list
(Letter, Legal, Tabloid, A3, A4, B4, B5) or set a custom size by entering the page width and height in
pixels.

 Note
Before you can change the page size, you may need to rearrange tiles in your canvas to t the new
size.

The following page settings are available for Responsive Pages:

Formatting Option Description

Default Page Select a default background color and the grid spacing for the pages in your story.
Properties

Default Lane Title Select On to show the page title. You can also select the title style, font, size, color, and alignment.
Properties

4. Select if you want to apply the new page settings to new pages, lanes, and tiles only or to all pages, lanes, and tiles
currently in your story.

5. Select OK.

Preferences: Applying Tile Settings

1. From the le menu select (Edit Story) Preferences .

2. Select Tile Settings.

3. Select the default tile settings for your story. The following tile settings are available:

Formatting Options Description

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Formatting Options Description

Charts/Geo
Default Tile Background – select a default background color for the chart tiles in your story.

Default Text – select a default font and text color for the chart tiles in your story.

Default Color Palettes – select the default color palettes for charts and geomaps in your story.

Default Axis Line Color – select the default axis line color for charts in your story.

Tables
Default Tile Background – select a default background color for the text tiles in your story.

Default Text – select a default font and text color for the following text in table tiles: All Text,
Title, Subtitle.

Default Styling Template – select a styling template. For example, Standard, Report-Styling or
Alternating Rows.

Default Threshold Style – select a default format for threshold values.

Symbol (default) – use the story-de ned symbols and colors for the threshold ranges.

Color Values – the threshold colors are applied to the cell data.

Color Background – the threshold colors are applied to the cell background.

Color Background Without Values – the threshold colors are applied to the cell
background and the values are hidden.

Text
Default Tile Background – select a default background color for the text tiles in your story.

Default Text – select a default font and text color for the text tiles in your story.

Shapes
Default Tile Background – select a default background color for the shape tiles in your story.

Input Controls
Default Tile Background – select a default background color for the Input Control tiles in your
story.

Default Text – select a default font and text color for the Input Control tiles in your story.

Others
Default Tile Background – select a default background color for the other tiles in your story.

Default Text – select a default font and text color for the other tiles in your story.

4. Select if you want to apply the new tile settings to new pages and tiles only or to all pages and tiles currently in your
story.

5. Select OK.

Story Details
There are some options that can be set for the entire story.

Translation: You can create a request to have a translation service translate the story descriptions. For more information on
story translation, see Enabling a Story for Translation.

Viewer Settings: Stories usually open in Story View Mode but you can change it to open in Explorer instead.

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However, Explorer mode is not available in the following circumstances:

Using the mobile application.

Using Mobile Safari in Embed mode.

Enable Explorer is not on for any chart or table.

Explorer Settings: Enable Explorer for all Charts and Tables overrides the state of any Enable Explorer settings that are already
applied to charts and tables. However, it does not reset those settings. When you turn off the story-level setting, the charts and
tables will go back to using the Enable Explorer setting.

Keyboard Commands for Story Pages

You can use some key combinations (keyboard shortcuts) to move around and to move objects around story pages.

On Windows, use the Ctrl key and on Mac use the Command key.

As in other programs, you can also select ranges (using the Shift key with the cursor) or select speci c values (using the Ctrl
or Command key).

Nudge single object or multiple objects a pixel at a time Arrow Keys

Move an object in 10-pixel increments Shift + Arrow Keys

Save Ctrl + S

Command + S

Save as Ctrl + Shift + S

Command + Shift + S

Select all objects on the page Ctrl + A

Command + A

Select multiple objects: Shift selects all objects in a range, Ctrl Ctrl + Click
( Command ) selects speci c objects.
Command + Click

Shift + Click on both

Group or Ungroup Ctrl + G

Command + G

Bring selection forwards Ctrl + Up

Command + Up

Send selection backwards Ctrl + Down

Command + Down

Move selection to the front Ctrl + Alt + Up

Command + Alt + Up

Move selection to the back Ctrl + Alt + Down

Command + Alt + Down

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Show grid Ctrl + Alt + G

Command + Option + G

Underline Ctrl + U

Command + U

Bold Ctrl + B

Command + B

Italics Ctrl + I

Command + I

Related Information
Keyboard Command List for Tables

Responsive Pages

Responsive pages let you create lanes to section the page content into groups.

By default, a responsive page starts with two lanes and you can add tiles (widgets) to either lane. Tiles within a lane stay
together when the responsive page is resized.

For information on responsive lanes, see Responsive Lanes.

Previewing responsive pages on different devices

You can preview a responsive page to see how it looks on different screen sizes and device types. To preview a responsive page,
from the story toolbar, select (Device Preview). From the preview screen, you can change the device or size to see how your
page looks on a particular device or screen size. In some cases, tiles resize and ow to t smaller resolution screens when space
becomes limited.

 Note
The preview screen shows an approximation of how the tiles will appear, but it won't be an exact match to how the tiles
actually appear on a speci c mobile device.

Because text fonts can appear too small or too large on different screen sizes, you can set the font size for each screen size:

1. From the preview screen, select a Device and a Size.

2. Switch to Designer mode and do one of the following:

Select the page: this will change the font size for any tiles that have not already had their fonts changed.

On the Styling tab, use the slider to choose an appropriate Font Scale, or type in the percentage. (If you use the
slider, the change takes effect after you release the slider.)

Select the widget whose text you want to resize.

On the Styling tab, use the Text Selection list to choose which text in the widget you want to resize, and then use
the slider to choose an appropriate Font Scale

Responsive Lanes

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You can use responsive lanes to section the content of a responsive page into groups. Tiles within a responsive lane stay
together when the responsive page is resized.

By default, a responsive page starts with two lanes. To add more lanes, highlight an existing lane in your responsive page, select
(Add new lane), and then select Add lane to left, Add lane to right, Add lane above, or Add lane below. Reorder lanes by
dragging and dropping them in another section of the page.

You can enter lane titles to help you organize the lanes in your page. On a lane title, you can also include Dynamic Text. Lane
titles resize when the responsive page is shared on smaller or larger screens. To hide a lane title, select an existing lane, and
then select (More Actions) (Show/Hide) Title .

To resize a lane, grab the lane border and drag it to the left or to the right. A grid appears and it is used as a reference on how
the lane can be resized. Resizing a lane will also resize adjacent lanes, and the tiles within each lane will adjust to the new lane
size.

You can copy lanes from a responsive page and paste them with all their contents to other pages.

You can also change lane styling properties such as the background color by selecting (Edit Styling) . Select the lane
title to see styling options for the title such as adding a border, setting the title's background color, setting text properties, and
inserting shapes or images to help you enhance the visual style of your presentation.

Canvas Pages
The Canvas page is a exible space where you can explore and present your data.

Use canvas pages to bring your story to life. Add charts, tables, a geo map, or some other objects that will make your data
visually appealing.

Don't like where the objects were placed on the canvas page? Rotate, resize, or move the objects around to help you tell your
story better. You can even copy the objects and paste them elsewhere on the same page or paste them to a different canvas
page.

Want to change the appearance of some objects? You can apply styling changes to individual objects or group them together
and then apply the styling changes.

Tasks
Objects you can add to a canvas page:

Creating a Chart

Creating a Table

Creating a Geo Map

Other visual objects you can add:

Adding Shapes to a Story

Adding Dynamic Text to a Story

Adding an RSS Reader

Adding an Embedded Web Page

Filters and linked dimensions:

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Story and Page Filters

Creating Linked Dimensions

Editing Linked Dimensions

Creating a Linked Analysis

Linking to Another Page, Story, or External URL

Changing the styling of objects:

Styling a Canvas Page

Applying Styling to Tiles

Creating and Styling a Group

Scaling Charts

Other story-related tasks:

Examining a Chart or Table

Formatting a Story

Viewing and Personalizing a Story

Exporting a Story as a PDF or a PPTX

Related Information
Charts
Tables
Legacy Value Driver Trees in Stories
Grid Pages
Analyzing Geographical Data

Styling a Canvas Page

You can format the general appearance of a canvas page in a story.

Procedure
1. Open the Designer panel and select (Styling).

2. Select a background color for the page.

3. Choose from the Grid options.

Show Grid (You can also use Ctrl + Alt + G to show or hide the grid.)

Snap to Grid

Snap to Object

4. Select the Page Size.

 Note
Before you can change the page size, you may need to rearrange tiles in your canvas to t the new size.

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Dynamic

Fixed

Styling Option Description

Size Set a Custom size or select a predetermined size from the list:

Letter

Legal

Tabloid

A3

A4

B4

B5

16:9 (HD)

Width Set a width between 512 and 7680 pixels.

Height Set a height between 384 and 7680 pixels.

Orientation Choose landscape or portrait orientation.

Continuous Height Select continuous height if you want the height to remain constant.

Fit Page to Grid Select to automatically update the width and height settings to align with the grid.

Related Information
Applying Styling to Tiles
Creating and Styling a Group

Adding Images to a Story

You can add static images or dynamic images stored in a remote database to a canvas page.

Prerequisites
To create a dynamic image, you will need a model based on a HANA view with the following attributes:

A column containing BLOB data, used in the dynamic image. It is recommended that the image BLOBs used are less than
5MB in size.

A column containing a unique ID used to link the image model to an aggregate model via linked models. When queries
are performed on the aggregate model, the image object will update if a single member is ltered down to in the
aggregate query. This prerequisite is necessary to prevent duplicate image data to be added to the model. For more
information on linking models, see Blending Data.

Context

 Note

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Dynamic image objects are not supported in the mobile application and cannot be embedded in header widgets.

Dynamic image objects don't support measure-based lters on the source model.

Procedure
1. From the Insert menu above the story canvas, select (Add) Image .

2. Do one of the following actions:

You can upload a static image, which is an image locally uploaded from your computer, or a dynamic image, which is an
image stored in a remote system.

To upload a static image, do the following:

a. On the Builder panel, select +Add Image or (Upload Image).

b. Search for an image on your computer and select Open.

The image is added to the Image Library.

 Note
You can delete an image in the library be selecting the image and then selecting Delete Image.

c. From the Image Library, select the image you want to use.

To display a dynamic image from a data source, do the following:

a. On the builder panel, select the Dynamic tab.

 Note
To switch back to adding a static image, select the Static tab and proceed with the steps on the
previous option. Switching to a static image will clear all dynamic data that is currently set.

b. In the Data Source area, select + Add Model, select a model from the list, and select OK.

The model you select will be used to display a dynamic image. Make sure that the model has at least one
image dimension.

 Note
When you switch to dynamic mode, the image object will pick up the last used model. You can change
the selected model by selecting (Change Model) .

c. In the Image Structure area, select + Add Image Dimension and select an image dimension from the list.

The members from the selected image dimension will determine the available images to display.

d. (Optional) Select + Add Alternative Image and upload an image from your computer to use when the
remote image can't be displayed. For example, when the image data cannot be rendered.

The alternative image will become the static image source when switching from dynamic to static. If a
static image source is selected, it will become the alternative image when switching from static to
dynamic.

e. Select +Add Filters, and choose one member from the list of available members.

The member you select will be the image that is displayed.

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 Note
If you select multiple members or no members, no image will be displayed or the alternative image will
be used instead. You can use a table in list reporting mode to see how many members of the current
lter con guration are coming back.

f. (Optional) To insert a hyperlink on the image, select (Add Image Components) Hyperlink .

For more information, see Linking to Another Page, Story, or External URL.

3. On the (Styling) panel, select styling options for your image.

For more information on styling images, see Styling Options for Images.

Adding Shapes to a Story

Before you can add your own vector graphics to stories, you must upload the graphics. You can also choose to use standard
shapes or pictograms.

Procedure
1. On a canvas, select (Add) Shape .

2. Do one of the following actions:

To upload a standard shape, select a pictogram from the list.

To upload a custom graphic, do the following:

a. Select (Upload Insert Shape).

b. Choose your vector graphics le and select Open.

The le must be an SVG le with valid XML encoding.

3. Select Insert.

Results
Your graphic is added to your story page.

Adding Dynamic Text to a Story

Context
You can add dynamic text to a text box from the formatting panel. Dynamic text automatically updates the text based on either
the values from the source input control or lter, or any lters applied to dimensions.

 Note
You can add Smart Insight tokens displaying dynamic text to chart footers. From your chart, choose (More Actions)
Add Smart Insights . For more information, see Smart Insights.

Procedure
1. Select a text box in your story.

2. From the More Actions menu, select Dynamic Text.

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3. In the Insert Dynamic Text dialog, select the checkbox for the object you want to use as the source for your dynamic text.

For example, you can select a Date story lter as the source for your dynamic text. Dynamic text can be added from the
following sources:

Story Properties

Input controls in the current page

Calculation Input controls

Measure Input controls

Story lters

Dimensions

Model variables

Chart lters

Table lters

 Note
For dimensions, you can also specify which hierarchy and level to display, and whether to display the ID or
description.

4. Specify the number of values to show. For example, you can enter the number 10 to show the rst 10 values in the
speci ed input control.

The number of members from the input control not shown in the dynamic text box is speci ed in parentheses. For
example, if the input control has 15 members and you chose to display only the rst 10, the text will indicate that there
are 5 more members in the input control.

Results
The dynamic text has been added to the story. The text will be updated based on the values from the source input control or
lter, or any lters applied to dimensions.

Using Sections to Format a Story

Sections are like containers for your story. They’re useful for reporting, but also for dashboarding thanks to the carousel, if
you’re working with a canvas page.

Essentially, they allow you to split report information into smaller, more comprehensible and manageable parts. That’s also a
great way to create comparisons quickly by laying out multiple section instances in a paginated canvas.

You can use sections to improve the layout of your stories and break down your analysis per dimension member. Once you have
chosen a dimension as section lter:

The members are displayed in the section heading.

The widgets in the section based on the same model are ltered on that member.

By default, in the Styling panel, the Show all instances on pages option is enabled for all sections.

If you want to quickly browse through the members of a section in View mode, make sure to enable the Browse and search
instances option in the Styling panel. When enabled, in View mode, the application displays left and right arrows in the section
header so you can switch between members of a section. Additionaly, a search is available to quicly look for dimension members
and browse through data.

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You can customize sections and section headings in Edit mode in the Styling panel if you’re looking to further re ne the design
of your story. Still in the Styling panel, you can also hide the heading and guidelines of the section.

 Note
You can’t add comments to a section.

Sections take the whole width of the canvas.

You can’t create sections within sections.

Some widgets can’t be placed in a section.

You can’t use time hierarchy dimensions as section lters.

You can only use level-based dimensions as section lters. Hierarchies will default to at presentation.

You can’t use Planning features in a section.

Using Pagination in Stories

In View mode, pagination splits a canvas in multiple pages.

It is designed to display all the data of a widget, like a table for instance, and provide a reporting page-like browsing experience.
In View mode, a dedicated toolbar lets you navigate the report from page to page and quickly access parts of the report that
are of interest to you.

 Note
Pagination is only available in canvas pages.

If you’re designing the story in Edit mode and want to preview how the report is going to look like in paginated mode, try setting
one or multiple widgets to resize automatically. In the Builder, check the Auto-size and page table vertically option. Note that
the canvas generates as many pages necessary to display the whole content of these widgets. If a widget spreads across
multiples pages, the application renders the data as you navigate through pages.

In both dynamic and xed canvas, the pagination is generated in view time and duplicates the canvas with the de ned size as
many times as required to display all data. There is no overlap, and widgets that are set to be resized automatically are
automatically collapsed.

Pagination is triggered every time it is required, if you’re editing a widget for instance and increase or decrease its size, expand
or collapse a widget, add a lter, refresh the data…

Input Controls: Dimension, Measure, or Cross Calculation

Input controls give you the ability to change which dimensions or measures to display for your charts or tables.

Depending on which input control you create, you can either show a single selection or multiple selections. For charts, dimension
and measure input controls allow only one selection, while Cross Calculation Input controls can be set up to display multiple
cross calculation members. For tables, the measure input control can also display multiple cross calculation members.

 Note
If your chart type doesn't allow negative values and you choose a measure that has negative values, you will see a warning
instead of an updated chart.

 Tip

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When an input control is added to a story, it is added as a Page Filter.

Charts: Creating Cross Calculation Input Controls

Tables: Creating Dimension, Measure, or Cross Calculation Input Controls

Dimension Input Controls: Changing Displayed Values

Charts: Creating Dimension or Measure Input Controls

The steps to create either a Dimension or Measure input control are quite similar.

Dimension Measure

1. Select your chart. 1. Select your chart.

2. From the Builder choose Add Dimension Create a 2. From the Builder choose Add Measure Create a
Dimension Input Control . Measure Input Control .

3. In the dialog, select the dimensions to add to the input 3. In the dialog, select the measures to add to the input
control. control.

Choosing All Dimensions will add all the dimensions to the Choosing All Members will add all the members to the
input control. input control. Choosing a top-level node in any member
hierarchy will add all the members for that node and below
4. When nished, select OK.
to the input control.

4. When nished, select OK.

Charts: Creating Cross Calculation Input Controls

1. Select your chart.

2. In Builder, beside Chart Structure, select (Add Chart Components) Add Cross Calculations

A Cross Calculations section is added with the default dimension Measure Values.

3. In the Cross Calculations section, choose Select Cross Calculation Create Cross Calculation Input Control .

4. In the New Cross Calculation Input Control dialog, select from the available cross calculations.

5. Decide whether to use Single Selection or Multiple Selection.

If you want to see multiple selections in a chart, you need to also select the Cross Calculations dimension. (In the
Dimensions section, select Add Dimension Cross Calculations .)

6. When nished, select OK.

Tables: Creating Dimension, Measure, or Cross Calculation Input Controls

The steps to create either a Dimension or Measure input control are quite similar. One difference is that measure input controls
can be used with multiple cross calculations.

Dimension Measure

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Dimension Measure

1. Select your table. 1. Select your table.

2. From the Builder choose Add 2. From the Builder do one of the following:
Measures/Dimensions Create Dimension Input Control .
In the Account measure, choose Add Measure
3. In the dialog, select the dimensions to add to the input Input Control .
control.
In the Cross Calculations measure, choose
Choosing All Dimensions will add all the dimensions to the
Add Measure Input Control .
input control.
3. In the dialog, select the measures to add to the input
4. When nished, select OK.
control.

Choosing All Members will add all the members to the

input control. Choosing a top-level node in any member
hierarchy will add all the members for that node and below
to the input control.

4. When nished, select OK.

 Restriction
When you use the dimension input control, you can show totals for the currently selected dimension in your table (right-click
the dimension, then select Show/Hide Totals ). You can use the dimension input control to select other dimensions and then
show totals for those dimensions as well. However, when you save your changes and close the story, only the totals for the
last selected dimension will be saved. The next time you open the story you will need to use the Show/Hide option to show
the totals for any dimension that you switch to.

Dimension Input Controls: Changing Displayed Values

There are two ways to change how members are displayed in a dimension input control: from the Builder panel you can set all
dimensions to use the same display settings, or from the New Dimension Input Control you can set each dimension to use a
different display setting.

 Tip
If you customize the display values in the input control (or by using Edit Display Settings in the builder panel), you won't be
able to apply the same display values to all dimensions until you Reset Display Settings.

Same display settings for all dimensions Customized Display Settings

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Same display settings for all dimensions Customized Display Settings

1. Select your chart or table. 1. Do one of the following:

2. From the Builder choose New Dimension Input On the page, select the New Dimension Input
Control and then choose Display Options . Control and then choose Edit Input Control .

3. Select whether to display Description, ID, or ID and Select a table or chart.

Description.
From the Builder choose New Dimension Input
Control and then choose Display
Options Edit Display Settings .

2. For each dimension, select whether to display Description,

ID, or ID and Description.

3. When nished, select OK.

Related Information
Story and Page Filters
Creating Calculated Measures
Creating Restricted Measures
Creating an Aggregation

Adding an RSS Reader

Add an RSS Reader to your story to present relevant articles from an RSS feed alongside your data and visualizations.

Procedure
1. Choose RSS Reader from the toolbar on the Story page.

A blank RSS Reader is added to your canvas and the Edit RSS Feed panel is displayed.

2. Go to the Edit RSS Feed panel and add an RSS URL to the Manage RSS Feeds section.

Example

Title URL

SAP Analytics Cloud Blogs https://blogs.sap.com/tags/67838200100800006884/feed/

 Note
Only RSS 2.0 feeds are supported.

Results
The RSS Reader on the canvas displays the latest results from the published RSS feed and can be refreshed by choosing .

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Next Steps
You can customize your RSS Reader by selecting Edit Feeds on the RSS feed in the canvas:

Option Description

Batch Load Number of Articles Specify the number of articles to display per page. The previous
and next buttons allow you to change the page.

Show Time Stamp Show or hide the time the article was published.

Show Title Show or hide the article title.

Truncate Long Articles Select to display only a short preview of the article. Choose MORE
to expand and show the entire article.

Allow Hyperlinking on Article Title If selected, clicking the article title will launch a separate browser
window to display the contents.

You can also change the background color, border, fonts, and icon colors themes of how articles are displayed by selecting
Edit Styling .

Adding an Embedded Web Page

Embed a web page into your story to combine your analytics with additional live, hosted content.

Procedure
1. Choose Web Page from the toolbar on the Story page.

A blank Web Page is added to your canvas, and the Edit Web Page panel is displayed.

2. Go to the Edit Web Page panel, add a title and URL, and then choose OK.

Example

Web Page Title Web Page Address

SAP Digital Boardroom Video Tutorial https://www.youtube.com/embed/QgrLDHq9Eus

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 Note
Web pages using HTTP are not supported; use HTTPS web pages instead. Only embed web pages from a source you
trust.

 Restriction
To embed web pages into SAP Analytics Cloud, the website must grant access to all external sites or speci cally trust
the SAP Analytics Cloud domain. Contact your administrator to verify the website you wish to embed is trusted.

For administrators: Check the HTTP response header of the target website to see if the browser allows embedding
the web page.

In Google Chrome: Content-Security-Policy must be set to frame-ancestors <source>, where

<source> is your SAP Analytics Cloud URI. Or X-Frame-Options can also be set to SAMEORIGIN if the
target website is seen as the same origin as SAP Analytics Cloud. For example, if requests are con gured
through a web proxy.

In Internet Explorer: X-Frame-Options must be set to ALLOW-FROM <URI>, where <URI> is your SAP
Analytics Cloud URI. This option can also be set to SAMEORIGIN if the target website is seen as the same
origin as SAP Analytics Cloud. For example, if requests are con gured through a web proxy.

Results
The Web Page tile on the canvas loads and displays the current URL and can be refreshed by choosing .

Next Steps
You can change your settings by selecting Edit Web Page on the Web Page tile in the canvas.

Once a web page is added, there are a few limitations to consider when viewing and interacting with the story, or when
presenting the story in a Boardroom meeting.

Story Limitations

Limitation

Full screen mode is not supported for videos streamed on the web page.

Embedded web pages in a story cannot be exported to PDF. Stories saved to PDF will include a placeholder message where the
embedded web page is located.

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Limitation

Choosing on the tile only refreshes to the original Web Page Address you speci ed above. If you navigate away from this page within
the tile, you cannot refresh to that new page.

Boardroom Meeting Limitations

 Note
For administrators: Only web pages that are of the same origin (protocol, port, and host) can be used in a Boardroom agenda (same-origin policy). To
allow embedded web pages from a different origin to be presented in a Boardroom agenda, set up a web proxy to handle requests to and from this web
page. Use this only for websites you trust.

Limitation

External web addresses are not supported during online meetings (same-origin policy). Contact your administrator if you see this kind of
error message when trying to show an embedded web page during a Boardroom meeting.

Video streaming is not supported.

Only the meeting organizer can interact with the embedded web page. For example, refreshing or navigating.

Meeting participants may see results different from the meeting organizer on dynamic pages.

Scrolling is not supported in the web page tile. Size the tile appropriately in your story before presenting to meeting participants.

Creating a Linked Analysis

Create a linked analysis to drill through hierarchical data or create lters that simultaneously update multiple charts in your
story. You can also create a linked analysis from a table measure to simultaneously update multiple charts in your story.

Context
With linked analysis, when you create lters or drill through hierarchical data in one chart, the same lters are applied to other
charts that you include in the analysis. For a lter to update other charts, the charts in the analysis must be based on the same
model, or the source models must contain linked dimensions.

 Note
Spatial lters created with a geo map can be applied to the story or group through linked analysis.

Linked analysis can also be used to link a table measure or account name to the same measure in one or more charts. When the
table is linked to the chart, selecting a table cell won't change what the chart displays, but selecting a column header will.

Procedure
1. Select an object (chart, geo map, or table) in your story.

Your selection will be the driver for the linked analysis.

2. From the (More Actions) menu select (Linked Analysis).

3. Select an interaction option:

Option Description

Only this Widget (default option): Filtering and drilling through hierarchical data
on this object will only update this object.

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Option Description

All widgets in the Story Filtering and drilling through hierarchical data on this object will
update all the objects in the story based on the same model or
linked dimensions to this object's model.

Use this table to control measures: When your object

is a table, this option lets you use that table to control
which measures appear in other objects in the page or
story. A new measure input control is automatically
created to be used as a chart measure.

All widgets on this Page Filtering and drilling through hierarchical data on this object will
update all the objects in the page based on the same model or
linked dimensions to this object's model.

Filter on datapoint selection: lters other charts on a

selected datapoint.

Use this table to control measures: When your object

is a table, this option lets you use that table to control
which measures appear in other objects in the page or
story. A new measure input control is automatically
created to be used as a chart measure.

Only selected widgets Filtering and drilling through hierarchical data on this chart will
update only speci c widgets.

Automatically connect newly created widgets: applies

linked analysis from the driver to any new widgets
using the same model or linked models.

Filter on datapoint selection: lters other charts on a

selected datapoint.

Use this table to control measures: When your object

is a table, this option lets you use that table to control
which measures appear in other objects in the page or
story. A new measure input control is automatically
created to be used as a chart measure.

 Note
When enabling linked analysis on a chart set with a geo map, you can set a lter based on a data point in the bubble
layer or a selected shape in the choropleth layer. A Histogram, Waterfall, or a Time Series chart can receive links from
other charts, but it cannot send them.

4. Select Apply.

Results
Your linked analysis is created. Filtering and drilling through hierarchical data on this object will simultaneously update other
objects depending on the interaction option you selected.

 Note

If the charts in your linked analysis are based on models with linked dimensions, the ID of the linked dimensions must
match. Otherwise, ltering in one chart will not update the linked charts.

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If the charts in your linked analysis are based on models with linked dimensions, and you drill through the data in one
chart, lters are applied on all linked charts, but the level of the data displayed is not changed.

Linked analysis lters that apply to All widgets in the Story will replace story lters on the same dimension.

When you delete a chart lter using the lter token, the chart interaction is shared by the linked analysis; therefore,
story lters applied on the same dimension will also be deleted.

Related Information
Applying a Chart Filter
Drilling through Hierarchical Data
Creating Linked Dimensions

Legacy Value Driver Trees in Stories

Add a legacy value driver tree (VDT) to a canvas or responsive page in a story to help perform forecasting, budgeting, and
decision making tasks.

 Note
This topic relates to legacy value driver trees. See Adding a Value Driver Tree for details about creating a value driver tree in
a story, where more features are available.

You add value driver tree tiles to a canvas or responsive page by selecting Value Driver Tree .

You can use a value driver tree to simulate different scenarios by changing the version and currency, and by recalculating the
tree with different node values.

The current version displayed in the value driver tree is shown beneath the title, and you can select it to change the version. For
models with currency conversion enabled, you can also choose which conversion to display.

 Note
If the value driver tree is displaying a private version or a public version in edit mode, the version only displays values for one
conversion. For more information, see Planning on Data in Multiple Currencies.

To adjust or enter data, select a data source node value, or the base value of a YOY node. You can enter a value with the keypad
that appears, or adjust a value using the slider. The data is entered for the model, and you can recalculate the rest of the value
driver tree nodes by selecting (Open Simulation Panel) on the value driver tree toolbar, and selecting Run Calculation.

In the Simulation panel, the Consider external data changes for subsequent simulations switch determines which data will be
included in the simulation. If you want to change model values in a table and include these changes in the value driver tree
simulation, for example, turn this switch on. When you just want to include changes that you made in the value driver tree tile or
the Examine panel, you can set the switch off for best performance.

Display and Navigation

To show or hide the unit and currency label on each node, select Show/Hide Currency/Unit .

To navigate the tree, click and drag within the tile and use the mouse wheel to zoom. A map of the value driver tree is displayed
in the lower-left corner by default, and you can drag the selected area in the map or use the zoom buttons to change the view of
the value driver tree, or you can select Fit to Screen to show all nodes in the canvas. You can also hide the map or drag it to
reposition it on the tile.
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Using the Examine panel with a value driver tree

When a value driver tree tile or a node within it is selected, you can select (Examine) in the toolbar to open a table view of
the data.

The data displayed in the Examine panel re ects the current data displayed in the value driver tree, including story and page
lters. For data source nodes and YOY node base values, you can update booked values or create new values by typing in the
corresponding table cells. These changes to the model data are re ected in the value driver tree.

Value driver trees in the Digital Boardroom

To add a value driver tree to a Digital Boardroom agenda or dashboard, add the value driver tree to a Responsive page
instead of a canvas. For more information, see Preparing Stories for the Digital Boardroom.

During a presentation, you can select the current version or currency displayed by the value driver tree to change it, and you
can change node values using the keypad that appears when you select them.

You can also right-click the value driver tree, or on touch devices long-tap, to open a new context-sensitive menu. Select
Chart Actions Calculate to recalculate the value driver tree after making changes to node values.

The (Undo) and (Redo) buttons in this menu allow you to roll back node value changes and simulations, helping you
quickly explore different scenarios.

For more information about presenting a Digital Boardroom agenda or dashboard, see Running Your Digital Boardroom
Presentation.

Related Information
Value Driver Trees

Using R with SAP Analytics Cloud

You can use SAP Analytics Cloud to create and edit visualizations based on R scripts.

R is an integrated suite of software that includes packages for advanced visualizations and statistics to perform the following
tasks:

Insert R visualizations into your stories.

Interact with your visualizations, using controls such as lters.

Edit your R scripts and preview visualizations.

Share stories containing R visualizations with other users. With the R visualization capability, users are able to perform
statistical and analytical analyses and create charts re ecting these analyses. These visualizations remain interactive
and consider the row-level security of users.

 Note
Both new models types and classic account models are supported. For more information on the new model types and
classic account models, see Getting Started with the New Model Type.

 Note
To use R capabilities in SAP Analytics Cloud, your system must be con gured to connect to an R runtime environment.
For more information on connecting to an external R environment, see Connecting to an R Environment. You can also

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run scripts on an R server runtime environment provided by SAP, which is available to tenants operating through the
following data centers AP1, AP10, BR1, BR10, CA1, EU1, EU2, EU10, JP1, JP10, US1, US2, and US10. For a list of
packages, see https://www.sapanalytics.cloud/r-packages/.

 Note
Your SAP Analytics Cloud URL indicates which data center you are connected to.

The following resources are provided to help users:

The requisite code snippet for listing all the available packages installed on your R system.

Sample R scripts for visual statistical analysis.

A dashboard containing an R script editor, a snapshot of the environment after the R script is run, a console containing
the output of the executed script, and a preview screen for the visualization.

Related Information
Adding R Visualizations to Stories

Adding R Visualizations to Stories

You can insert an R visualization into a story by running R scripts on an externally deployed R environment, or an R server
runtime environment deployed by SAP Analytics Cloud if it available in your region.

Prerequisites
To fully utilize the interactive HTML capabilities of your R visualizations:

You need to create a local HTML le in the connected R environment and call browseURL with a reference to the local le
path.

Alternatively, you can use HTML rendering packages that leverage browseURL with the local HTML le reference.

Only the rst level of HTML dependencies are retrieved and available to render the R visualization.

Context
An R visualization is based on the following components:

Input data based on a model, speci ed dimensions, dimension attributes, and lters.

 Note
Both new models types and classic account models are supported. For more information on the new model types and
classic account models, see Getting Started with the New Model Type.

Input parameters based on a calculation input control.

A script executed to generate the visualization.

 Note
Dynamic time range lters are not supported for R visualizations.

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Procedure
1. From the Insert menu on the story canvas, select (Add) R Visualization .

An empty R visualization is added to the canvas page.

2. To con gure the input data for the R visualization:

a. In the Builder panel, from the Input Data section, select +Add Input Data.

The Select Dataset or Model dialog is displayed.

 Note
If a data source has already been added to the story, it will be used by default.

b. Choose a model from the list.

c. Use the Table Structure settings to specify the table structure for your input data.

 Note
Select the (Expand) icon under Designer to view a Preview for the input data table structure.

ROWS: select +Add Dimensions to add dimensions from the list of available options into your input data.
Hover over a dimension to display the (More) icon if you want to specify display options or attributes.
Use the Manage Filters icon to specify lters for the dimension.

 Note
To create a dynamic input control for a given dimension, select the Manage Filters icon and enable
the Allow viewers to modify selections option.

COLUMNS: is used to manage the available measures. Select All Members to display the currently
available measures. Hover over a column entry to display the (More) icon if you want to specify display
options or attributes. Use the Manage Filters icon to specify lters for the measures.

FILTERS: is used to manage the lters for the input data. Select +Add Filters to specify lters. Use
Advanced Filtering to create lters based on multiple dimensions by de ning a set of logical conditions. For
more information, see Advanced Filtering.

d. When you have nished setting up the table structure, select OK.

 Note
Your input data can be directly referenced as a data frame in the R script editor. Remember the name used for
the input data or, alternatively, click the displayed entry to specify a new name.

3. To con gure an input parameter for your visualization:

a. Under INPUT PARAMETERS, select an input control from the following options:

If the story already contains calculation input controls, select +Add Input Parameter and choose any of the
listed parameters.

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To create a new calculation input control, select +Add Input Parameter +Create a New Calculation Input
Control .

The Calculation Input Control dialog is displayed.

b. Provide a name for the input parameter.

 Note
Your input parameters can be directly referenced in the R script editor. Remember the name used for the
parameter or, alternatively, click the current name to specify a new name.

c. Select Existing Dimension to allow users to pick from members of a dimension, or Static List to add custom
values as options for the input control.

For Existing Dimension:

i. Select a model, select a dimension, and then select Click to Add Values.

ii. Select values from the list of available members.

If you select Exclude selected members, all members except the ones selected will be included in the input
control. You can use (Search) to nd speci c values. When you expand the list beside the search icon,
you can choose to view the member Description, ID and Description, or ID.

iii. Expand the Settings for Users section, and then choose whether users can do the following in the input
control: Single Selection, Multiple Selection, or Multiple Selection Hierarchy.

iv. Select OK.

For Static List:

d. Select Click to Add Values and choose either Select by Range or Select by Member.

i. If you have selected Select by Range, enter the Min and Max values for your range in the Set Values for
Custom Range dialog. You can optionally set an Increment value.

ii. Select OK.

iii. To create a member based input control, add numeric values to the Custom Members area in the Select
Values from Custom LOV dialog, and then select Update Selected Members.

iv. Expand the Settings for Users section, and then choose whether users can do the following in the input
control: Single Selection, or Multiple Selection.

v. Select OK.

4. Under Script, select + Add Script to create a new script, or Edit Script if a script has previously been speci ed.

The Script panel is displayed over the Designer.

5. Select the (Expand) icon under Designer to view the Editor, Environment, Console, and Preview panes.

6. Enter your script in the Editor and select Execute.

 Note
A list of suggested code is displayed if you press Ctrl + + + Space , or if there are multiple suggestions
based on the characters you have typed in the Editor. Based on your coding context, the available R functions,
data frames, R packages, vectors, arguments, input parameters, and function lists appear on the left with a
corresponding description (if available) on the right.

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To reference a data frame, enter the three letters of the data frame name. All data frame and input data names are
preceded by the icon. All input parameter names are preceded by the icon.

You can use the up, down, PgUp PgDn , Home , and End keys to navigate the displayed list of suggestions.
Select a suggestion to insert it into your script.

If you combine a data frame name with $ , a list of the column names for the data frame is displayed.

If the script is processed successfully, the following is displayed:

The variables from the script output are listed in Environment.

The outputted code from the executed script is displayed in Console.

Any visualization rendered by the executed script is displayed in Preview.

 Note
Sample scripts to render R based visualizations are provided for your convenience. Go to (Snippets) Examples to
access the samples. The code and visualizations rendered by these samples are for instructional purposes. If you have
the requisite R programming background, you can use these samples to generate visualizations based on your data.

7. Select Apply to insert the R visualization into the current canvas page.

 Note
You cannot export interactive HTML content to PDF. You cannot use remote or key gure models as input data. All
hierarchies in models are attened when working with R.

Related Information
Importing Data
Using R with SAP Analytics Cloud
Preparing Data For Consumption

About R Licensing
SAP Analytics Cloud hosts an R runtime environment with R packages that can be called using R scripts. R packages are NOT
provided under SAP’s license terms and conditions: each is governed by an open source license assigned by the package’s
copyright owner.

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The R logo is © 2016 The R Foundation. The R logo is licensed under the Creative Commons Attribution-ShareAlike 4.0
International License: https://creativecommons.org/licenses/by-sa/4.0/ The R logo has been modi ed by SAP SE and can be
downloaded from: https://help.sap.com/http.svc/download?deliverable_id=20303653

Applying Styling to Tiles

You can style the appearance of a story page tile by changing fonts, colors, axis scaling on charts, and so on.

Input controls, charts, tables, and other tile types have their own Styling options. You can change background colors or fonts,
add borders, set hyperlinks, apply lters, and so on.

 Note
You can also set default styles for all tiles in your story preferences. For more information, see Story Preferences and
Details.

Tile Styling Options

There are Styling options for the following tile types:

Styling Options for Charts

Styling Options for Tables on a Canvas Page

Styling Options for Geo Maps

Styling Options for Clocks

Styling Options for Data Action Triggers

Styling Options for Images

Styling Options for Input Controls

Styling Options for Pictograms

Styling Options for Pinned Visualizations

Styling Options for RSS Readers

Styling Options for Text

Styling Options for Value Driver Trees

Related Information
Styling a Canvas Page
Creating and Styling a Group
Styling a Table on a Grid Page
Linking to Another Page, Story, or External URL

Styling Options for Clocks

Change the look of a Clock tile.

Procedure

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1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Clock Styling Options

 Note
The clock tile is only available if you have a Digital Boardroom add-on license.

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Clock Properties
Display a company logo.

Select the time and date display format.

Related Information
Applying Styling to Tiles

Styling Options for Data Action Triggers

Change the look of a Data Action Trigger tile including placement on Canvas, border format, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Data Action Trigger Styling Options

Styling Options Description

Background Color Select a background color for this tile.

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Styling Options Description

Actions Change the placement of the data action trigger on the canvas.

Available options:

(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Related Information
Applying Styling to Tiles

Styling Options for Images

Change the look of an Image tile including background color, border format, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Image Styling Options

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Image Properties Select how to handle image scaling:

Contain: The entire image is contained in the frame, maintaining the image's aspect ratio.

Cover: The image is scaled to cover or ll the entire frame, maintaining the image's aspect ratio.
Some parts of the image may be cropped.

Stretched: The entire image is stretched to t in the entire frame.

Pan: The image is scaled to ll the horizontal dimension of the frame. The bottom of the image may
be cropped.

Hyperlink Link to another story, page, or external URL from this tile.

Related Information
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Applying Styling to Tiles

Styling Options for Input Controls

Change the look of an Input Control tile including color, font, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Input Control Styling Options

Widget

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Actions

Order:

(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

Button Style

Content color

Border color

Font

You can change the following options:

Text Selection

Font

Size

Color: choose from available colors or choose More to display the color selector and opacity selector.

Style

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Related Information
Applying Styling to Tiles

Styling Options for Pictograms

Change the look of a Pictogram tile including background color, border format, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Pictogram Styling Options

Widget

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Actions

Styling Options Description

Order
(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

Rotate
Rotate Right 90

Rotate Left 90

Rotate 180

Pictogram Properties

For each Pictogram, you can set different values:

Fill Color

Line Color

Outline Width

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Related Information
Applying Styling to Tiles

Styling Options for Pinned Visualizations

Change the look of a Pinned Visualization tile including background, border format, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Pinned Visualization Styling Options

Widget

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Chart Properties

Select the label and font size.

Hyperlink

Link to another story, page, or external URL from this tile.

Related Information
Applying Styling to Tiles

Styling Options for RSS Readers

Change the look of an RSS Reader tile including background color, border format, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

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RSS Reader Styling Options

Widget

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Rss Properties

Select the following text options:

Font

Size

Color

Style

You can apply the styling to all text or to speci c text sections of the RSS Feed such as title or body text.

Select the color theme for icons.

Related Information
Applying Styling to Tiles

Styling Options for Text

Change the look of a Text tile including background color, border format, and so on.

Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Text Styling Options

Widget

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

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Actions

Styling Options Description

Order
(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

Rotate
Rotate Right 90

Rotate Left 90

Rotate 180

Font

You can change the following options.

Styling Options Description

Text type You can apply styles such as Header 1 or Body, or provide a custom
style.

Font

Size

Color Select a color or select More to create your own color option.

Style Apply bold, italics, or other styles.

Lists Add bulleted or numbered lists.

Dynamic Text

Available options:

Show excluded values as strikethrough

Number of values displayed

Hyperlink

Link to another story, page, or external URL from this tile.

Related Information
Applying Styling to Tiles

Styling Options for Value Driver Trees

Change the look of a Value Driver Tree tile including placement on Canvas, border format, and so on.

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Procedure
1. Select a tile on the page.

2. Open the Designer panel and select (Styling).

The Styling panel displays options available for the selected tile type. Some options may not be available to all users.

3. Select desired tile options.

Value Driver Tree Styling Options

Widget

Styling Options Description

Background Color Select a background color for this tile.

Border Select to add a border around the tile. You can also pick a style, the line width, and corner radius for the
border.

Actions

Order:

(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

Header

Choose a color from the color list to change the header color.

Related Information
Applying Styling to Tiles

Changing the Initial Chart for Explorer Mode

Set a new chart or table as the initial chart that you see when you enter Explorer mode.

Context
When you launch Explorer from the story page, you see the same chart details that are in your page. You can change the
Explorer view to show more detail or different measures and dimensions, and you can set the new view as your default view.

Procedure
1. Create a story and add a chart.

2. After adding your measures and dimensions, select Enable Explorer.

(Optional) To make changes, select Con gure Measures & Dimensions.

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3. Select your chant and then select (Explore).

4. In Explorer Mode, change your chart to another chart type or to a table.

5. Add more measures and dimensions, or make other changes.

6. Add a New View.

7. Select the new View tab and then select Edit.

8. Provide a name for the view.

9. Select Set view for explorer default., and then select OK.

This setting makes the current view the default view in Explorer Mode.

10. Exit Explorer Mode and then save the story.

Results
Your chart now displays that it has at least one Explorer view. The next time you select Explore from that chart, Explorer Mode
will open with the new default chart or table.

Related Information
Launching the Explorer from a Story Canvas

Grid Pages
The Grid page is a space where you can create and work with formulas, either directly on the page or with a table that has been
generated from existing data.

Tasks
Styling a Table on a Grid Page

Grid Page: Create Custom Calculations Based on Data from Multiple Models

Table Menu Options on Story Pages

Related Information
Linking to Another Page, Story, or External URL
Tables
Canvas Pages

Grid Page: Create Custom Calculations Based on Data from Multiple Models
On a grid page, you can create formulas that include values from multiple models.

Prerequisites
Your story should have two or more models (data sources).

Context
Grid pages are useful for when you want to create your own custom formulas based on data from different models. There is no
need to link the models together: just pick an empty cell and create your formula.

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When you swap the axes of a table or drill down, the formula automatically updates with the new cell reference.

 Note
If you change the model after you create the formula, you will see REF_ERR instead of the formula. Select the cell containing
the formula to see which referenced cells are no longer valid.

Changes to the model include the following actions:

The referenced cell is part of a hierarchy; collapsing the hierarchy hides the cell.

Add more dimensions or measures to the table.

When you change the table back to its original layout, the formula will show the correct result.

 Example
You are discussing purchases with your colleagues. Someone wonders if there is a way to show the combined sales per
month for dissimilar products.

You create a grid page in your story and add two models to it: drinks and athletic gear. You limit both models to the same
time period ( rst half of 2015, all months) and to one speci c part of the country.

Procedure
1. Add a grid page.

2. For each model in your story, add a table to the grid page.

3. Expand your tables so that you can see the cells that you want to use for the formula.

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4. Select an empty cell in the grid.

5. Type in your formula.

Add together the total sales for both products for each month: =C4+C15

Copy the formula to the remaining monthly cells.

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6. (Optional) Calculate the average sales per month: =sum(E15:E20)/6

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Results
When you select one of the calculation cells, the value for the formula is displayed.

Conditional Formatting
Use custom formatting options to highlight information such as low sales in an area.

Conditional formatting covers several options, including thresholds in models and stories, and assigned colors in stories.

Tasks
Creating Story-De ned Thresholds

Using Thresholds in Charts

Assigning Colors to Dimension Members

Related Information
Changing Color Palettes and Synchronizing Colors Across Charts

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De ning Thresholds in Models

Creating Story-De ned Thresholds

Thresholds can be used to compare measures to a xed range or to other measures.

Prerequisites
To create a threshold, you must be on a story page.

 Note
When comparing measures to measures, the following are not supported:

SAP Business Warehouse (BW) connections

SAP S/4HANA connections

Out of Context Blending (creating blended charts or tables without including the linked dimension in the chart or
table)

Context
Use thresholds to provide visual cues for your information, so that you can quickly see what areas are doing well, and what
areas may need improvements.

 Restriction
When you are comparing negative values, your results may not be what you assumed they should be.

To provide more accurate results, the system uses a formula to compare measures:

if (MeasureB == 0) { \\(Can't divide by 0)

MeasureA/|MeasureA| > percentage \\(absolute value of MeasureA)
} else if (MeasureB < 0 || MeasureA < 0){
(MeasureA - MeasureB)/|MeasureB| > percentage \\(compare variance to percentage)
} else {
MeasureA/MeasureB > percentage \\(compare ratio to percentage)
}

The following table shows how the formula is applied.

Condition Formula Description

If MeasureB is 0 MeasureA / ABS(MeasureA) Return +/- 100% when baseline is 0

If MeasureA and MeasureB are positive MeasureA / MeasureB Ratio

(>0)

If MeasureA or MeasureB is negative, or MeasureA - MeasureB / Variance

MeasureA is 0 ABS(MeasureB)

If you put that formula into Excel, you would write it as follows: =IF(B5=0,A5/ABS(A5), IF(OR(A5<0,B5<0),((A5-
B5)/ABS(B5)), A5/B5))

The following table shows the ratio and formula results from comparing the positive and negative values (pro ts/losses) for
two years.

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A B C D E

1 This year (A) Last year (B) Ratio result (A/B) Formula result Description

2 1,000,000 2,000,000 50% 50% Company made

half as much this
year.

3 2,000,000 1,000,000 200% 200% Company doubled

pro ts.

4 0 1,000,000 0% 0% Company made no

money this year
after a pro t last
year.

5 -1,000,000 0 #DIV/0! -100% Company lost

money this year
after breaking even
last year.

6 -1,000,000 -2,000,000 50% 50% Company lost half

as much this year.

7 -2,000,000 -1,000,000 200% -100% Company lost twice

as much this year.

8 -1,000,000 1,000,000 -100% -200% Company turned a

pro t into a loss.

9 1,000,000 -1,000,000 -100% 200% Company turned a

loss into a pro t.

There are three default ranges with the following labels and colors:

Green square: OK

Orange triangle: Warning

Red circle: Critical

 Tip
When the Thresholds panel opens, you may only see one range: a green square followed by the word OK. Click Add Range
twice to add the Warning and Critical ranges.

You can use as many or as few ranges as you like, and you can change the label names and colors. (However, when you change
the icon colors, you may see a circle with your new color, not a triangle or square.)

When you enter the value for your range, the value appears on the line at the bottom of the panel. The value includes a letter to
designate whether it is thousands, millions, and so on.

You do not need to set both an upper and a lower bound if you have only one range. When you add more ranges, you can leave
either the upper or lower bound empty.

Procedure
1. From the Tools menu, select (Conditional Formatting).

2. If necessary, expand Story De ned.

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3. Select Add Threshold.

The Thresholds panel appears.

4. Choose your model.

5. Choose a measure.

6. Choose a comparison option.

Number Range

Measure: In Comparison Measure, select the measure to compare to.

Optional: To include a NULL data point in your results, select Set no data as zero to set the value to zero.

7. Under Ranges, set a lower bound and an upper bound for your range.

As you type your values for the upper and lower bounds, you will see a warning appear if the value does not fall within the
range. For example, a lower bound cannot be larger than the upper bound.

(Optional) Change the icon or label for your range.

8. To add another range, select Add Range.

 Tip
When you add ranges, the displayed icons and labels will keep cycling through the default choices: OK, Warning,
Critical, Warning, OK, Warning, Critical, and so on.

9. Select Add Filters and choose a dimension from the list.

The lter dialog appears.

a. Select one or more members.

b. Select Modify Settings for Users.

By default, users are allowed to modify lter selections and multiple selections are allowed.

Selection Type Information

Single Selection Users can apply only one lter to the threshold at a time. For example, if there is a lter on
time, the user can choose to display 2014 sales in the chart.

Multiple Selection Users can apply multiple lters to the threshold. For example, if there is a lter on time,
the user can choose to display 2013 and 2015 sales in the chart.

c. To prevent users from modifying the threshold lter, disable Allow viewers to modify selections.

d. Select OK.

10. To add another threshold, select Add Threshold.

 Note
A warning will appear if you create a threshold range that already exists. You must either change the range or apply
additional lters to the threshold.

11. When you have nished adding thresholds, click Apply.

12. Select Done.

Results

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The threshold you created will appear in the Conditional Formatting panel. It can be added to charts (see Using Thresholds in
Charts) or tables (see Using Thresholds in Tables).

Related Information
Conditional Formatting

Using Thresholds in Charts

Add thresholds to stories or individual measures in a chart.

Prerequisites
Create a threshold value. For more information, see Creating Story-De ned Thresholds.

Context
Thresholds can be applied to stories or individual measures in a chart.

 Note
If a chart has a cross calculation, you won't be able to apply thresholds to that chart.

Procedure
1. Select a chart.

2. Add a threshold in one of the following ways:

Option Description

To individual measures
a. In the Builder panel, select a measure.

b. Select (Threshold Options) Show

Threshold Story De ned .

To the Color section

a. In the Builder panel, under Color, select Add
Dimension / Threshold.

b. In the Thresholds section, select the desired threshold.

 Note
Thresholds added to Color override thresholds set on individual measures.

Results
The threshold will be applied to the chart. When you move the cursor over a value, the tooltip will display the range and
threshold name. You can also show the threshold names in the chart legend area.

Related Information

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Conditional Formatting

Using Thresholds in Tables

Add thresholds to tables and choose how to display the threshold values.

You can add thresholds to measures in tables, including calculated and restricted measures. You can also add thresholds to
calculated rows and columns.

 Note
Thresholds for calculated rows or columns use number ranges only; they cannot be compared to measure values.

To make it easier to nd the threshold values, you can change the font color or the cell background.

With your table selected, open Builder, choose a measure, select (More) Thresholds , and then choose one of the
following options.

 Tip
You can also create or change thresholds from your table. Select a measure in the table, right-click and select Thresholds,
and then select either New Threshold or Edit Ranges.

Option Description

New Threshold Follow the steps for creating a story-de ned threshold (Creating Story-De ned Thresholds).

Show Thresholds Shows all the valid assigned threshold values in the table cells.

Edit Ranges Allows you to edit the threshold ranges for the selected threshold.

View All Thresholds Opens the Conditional Formatting panel to display all thresholds.

Assigning Thresholds to Measures

If the thresholds are not visible, select the measure, select Thresholds Story De ned , and then select the appropriate
threshold.

Changing How Threshold Values Are Displayed

Use the following process to change how the threshold values are displayed:

1. Select the table tile.

2. In the Styling panel, nd the Templates section.

3. In the Threshold Style list, choose the style:

Symbol (default) – use the story-de ned symbols and colors for the threshold ranges.

Color Values – the threshold colors are applied to the cell data.

Color Background – the threshold colors are applied to the cell background.

Color Background Without Values – the threshold colors are applied to the cell background and the values are
hidden.

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The table cells automatically change to re ect the new style choice.

Related Information
Adding Calculated Rows and Columns in a Table

Assigning Colors to Dimension Members

Use conditional formatting to assign speci c colors to Dimension members.

Prerequisites
To assign colors to dimension members, you must be on a story page and have the conditional formatting menu open. From the
Tools menu, select (Conditional Formatting).

You can also assign colors in the Builder. For more information, see Changing Color Palettes and Synchronizing Colors
Across Charts.

Context
When a color is assigned to a speci c dimension member, that color will override any changes to the color palette for a chart.
Members that do not have an assigned color will change color when the color palette is updated.

Procedure
1. If necessary, expand Story De ned.

2. Select Assign Colors.

The Assign Colors panel appears, displaying a model, a dimension, and the dimension members.

3. Choose your model.

4. Choose a dimension.

5. In Dimension Members, select the color option and change the color.

If you do not want to assign a color to a member, clear the check box. That member will now use the color palette from
the chart builder.

6. When you have nished assigning colors, click Apply.

Optimizing Story Builder Performance

Optimize story building performance by reducing the number of queries.

By default, every modi cation to your table or chart from the builder panel sends a query to the server, resulting in an
immediate update to the table or chart. For example, when adding or removing a dimension or measure, you need to wait for
the chart or table to be updated before making another change. Depending on the size of the model, the response time can be
slow; this can put a heavy load on the server.

To reduce the number of queries being sent, enable the following option in your model: Optimize Story Builder Performance.

When the optimization option is enabled, modi ed charts or tables are not immediately updated. When you are satis ed with
your changes, click the refresh button in the panel or the gray overlay around the panel. The query is processed and the table or
chart is updated accordingly.

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Related Information
Setting Up Model Preferences

Managing Stories

You can open, create, edit, and share Stories in the Stories area. When you open a Story, it will open in View Mode by default.
You can switch to edit mode by selecting the Edit button.

To get to the list of stories, from the ( ) Main Menu, select Browse Files .

Create a New Story

You can create a new Story from the main menu or from the Files page. For more information, see Creating a New Story.

Change the Name or Description of a Story

Do one of the following:

Select the check box for the Story and select (Edit).

With a Story open, choose (Edit Story) Story Details .

Copy a Story
You can copy an entire Story to a new Story. To copy a Story, do the following:

1. On the Files page, select the check box for the Story you want to copy and select (Copy to).

2. (Optional) Specify the Story's path – you can select public or samples.

 Note
A public Story is visible to all users.

3. Enter a unique name for the Story.

 Note
Valid characters are alphanumeric characters and underscores. Spaces can be included but not at the start or end of
a name.

4. Enter an optional description.

Share Stories
You can share a story, and change the sharing settings. For more information, see Sharing Stories or Bookmarks

You can enable a story for translation, import, export, and delete translated content in the Translation Dashboard. For more
information on SAP Analytics Cloud translation services, see Enabling a Story for Translation

Related Information
Stories

Optimized View Mode - BW Limitations (Beta)

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Optimized view mode improves the performance of dashboards (in certain scenarios) and provides usability improvements, but
not all of the improvements are supported for BW data sources.

A story designer can create a story that uses the non-optimized view mode or the optimized view mode.

 Tip
For information on the optimized view mode functionality and limitations, see .

To learn how to enable the optimized view mode in your story, see .

BW has some additional limitations, which are listed below.

Features and Situations that Block Optimized View Mode

In some situations, you won't be able to save the story with optimized view mode enabled.

Filtering across models

Linked Analysis without complex lter capability

Custom Grouping

Features in a Story that Show a Ghost Widget

The following features are not yet supported in optimized view mode. Any charts, tables, or other widgets that contain these
items will display a ghost widget instead, along with a message listing the unsupported features. (A ghost widget is a grayed out
version of the widget.)

Jump to Page Hyperlink with Filter Context

Geo Map (all layers)

Time series chart

Features that are Partially Available with BW and Optimized View Mode
The following features are available when you are using a BW data source and optimized view mode is enabled. However, there
may be speci c scenarios related to these features that may not work correctly, or may not work at all:

Measure and Dimension Input Controls

Hide valueHelp vs ResultSet from Client

Story Level Text and Hierarchy Variable Support

Variance Error Handling

Dynamic Story Filter

Dynamic Text

Viewing and Personalizing a Story

When viewing a story, you can make some changes to bookmarks and lters.

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When you view a story, you can't make a lot of changes to the content, but you can make some. For example, you can drill down
in charts or tables, and use story and page lters. You can also set bookmarks to save your changes for the next time you view
the story.

Related Information
Bookmarking Story Views
Working with Story and Page Filters
Searching in Filters and Input Controls
Pasting Values into Page Filters
Sharing Stories or Bookmarks

Bookmarking Story Views

Create bookmarks to save different states of a story.

When viewing a story, you may want to come back to the same view of the data every time or you may want to set up different
states or scenarios.

For example, you have several pages in your story that have lters, input controls, or prompts applied to them. You don't want
to spend time resetting all of them each time you want to see a different scenario. You would like to open the story, see one
scenario, and then quickly switch to another scenario. You can even create global bookmarks so that anyone who can view the
story can also see the different scenarios.

 Note
A bookmark only includes lters, input controls, and prompts.

Bookmark Current State

When you are satis ed with how your story looks, save the current state:

1. From the menu, select (Bookmark) Bookmark Current State .

2. Provide a name for your bookmark.

3. Choose whether to make it a Personal or a Global bookmark.

4. Decide whether to set it as the new default bookmark.

5. Select Save.

Your bookmark is added to the list of bookmarks.

Open Saved Bookmark

When you create your story and save it, you automatically get a default bookmark.

To access the default bookmark or any saved bookmarks, do the following:

1. From the menu, select (Bookmark) Open Saved Bookmark .

2. Select the default bookmark or one of your saved bookmarks.

The story opens with the customized lter, input control, and prompt settings.

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 Note
If you change the default story settings after you have saved bookmarks, the next time you try to use one of those
bookmarks you may get a warning message.

For example, you change a page lter to be a story lter. The next time you open the bookmark that has a page lter, you will
see that the bookmark has been partially applied.

Related Information
Bookmarking Explorer Views
Sharing Stories or Bookmarks

Working with Story and Page Filters

When viewing a story, you can change story and page lter values as well as how the values are displayed in the lters.

You can change the values for different lters, including member lters ( lters de ned by selecting members from a list) and
range lters ( lters de ned by selecting ranges of values). For range lters, if you have edit permissions or if the lter is an
input control, you can also rede ne the ranges.

Change Displayed Values in Filters

The lters in the story (including story, page, input control, or widget lters) usually show the description for the values, not the
ID. However, you may want to see the ID or a combination of ID and description. (In some systems, the ID is necessary if you
want to search the data.)

1. Select a story or page lter.

2. Do one of the following:

If the lter is a story or widget lter: at the bottom of the lter select Display As and then select Description, ID,
or ID and Description.

If the lter is an input control: select Display As and then select Description, ID, or ID and Description.

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Once you've changed how the data is displayed in the lter, you can choose how to search.

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Related Information
Searching in Filters and Input Controls
Pasting Values into Page Filters

Searching in Filters and Input Controls

When searching in story and page lters and in input controls, different search parameters return different results.

You can use the wildcard character (*) to control how you search for your IDs or descriptions in story and page lters and in
input controls. The placement of the wildcard character determines the search results.

 Note
Search only works for at data, not hierarchical data.

There are some limitations when searching lters for SAP BW (see Searching in Filters and Input Controls (Speci cs for SAP
BW)).

 Tip
For best results, display the input control data as either ID or Description, not both.

 Example
The following dialog shows a page lter that is displaying descriptions instead of IDs for its members.

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 Restriction
You can use a wildcard search in story and page lters and in input controls, but not in the member selector lter.

The following table shows you the search options and the expected search results.

Search parameters Results Example

a Contains “a”. Search: J

Result:

Janet Bury

James Frank

John Minker

Kiran Raj

a* Starts with “a”. Search: J*

Result:

Janet Bury

James Frank

John Minker

*a Ends with “a”. Search: *J

Result:

Kiran Raj

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Search parameters Results Example

*a* Contains “a”. Search: *J*

Result:

Janet Bury

James Frank

John Minker

Kiran Raj

a*b Starts with “a” and ends Search: L*d

with “b”.
Result:

Lois Wood

Lia Armand

a*b* Starts with “a” and Search: J*n*

contains “b”.
Result:

Janet Bury

James Frank

John Minker

*a*b Contains “a” and ends Search: *n*r

with “b”.
Result:

John Minker

Nancy Miller

*a*b* Contains “a” and “b”. Search: *n*r*

Result:

Janet Bury

James Frank

John Minker

Kiran Raj

 Remember
The search strings don't have to be next to each other, but they do need to be
consecutive: strings where “b” occurs rst won't be returned.

space a space Contains the exact Search: space of space

string, including leading
and trailing spaces. Result:

Cost of Goods Sold

Other Cost of Goods Sold

Cost of Product

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Search parameters Results Example

*(1..n) Contains the full list, as Search: **

if there was no search.
(Multiple wildcard Result:
characters)
Janet Bury

Gary Dumin

James Frank

Lois Wood

John Minker

Nancy Miller

David Carl

Ed Young

Kiran Raj

Gabriel Walton

Related Information
Working with Story and Page Filters

Pasting Values into Page Filters

Instead of scrolling through a long lter list for speci c values, you can paste the values from a list.

When you have a page lter that has a large number of values, it can take a long time to nd the speci c values to display in
your lter. If you have the list of values saved somewhere else, you can paste them in and update your lter.

 Note
Pasting values only works for at data, not hierarchical data.

Pasting values is available for Live HANA and acquired data models. The feature is also available for SAP BW, with some
limitations. For SAP BW live data sources, see Pasting Values into Page Filters (Speci cs for SAP BW).

Only exact matches will be found, that is, exact spelling (not case-sensitive) or complete IDs. For example, if you are trying to
nd “AB3D7” and you paste in “AB3”, you will see a message stating that “AB3” could not be found.

The values you paste must match the displayed format: if you display ID and Description, you can paste in either ID or
Description (but not both values for any one member). If you display the member IDs, you can only paste in ID values, and
when displaying member descriptions, you can only paste in description values.

Pasting values for date dimensions (time, day, or date) is not available when your display is set to ID and Description.

Prerequisite
Set up a text le with the values that you want to paste, one value per line. You can include both IDs and descriptions, but not on
the same line.

Procedure
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1. Select a story or page lter.

2. In the lter menu, select Paste Filter Values.

3. Paste your list of values into the dialog box.

4. Choose whether to Append the new values (keeping any members that were already selected), or Overwrite the list
(which will clear selected members and then select those from the list).

The lter is updated as is the chart or table that uses that lter.

 Restriction
A message will display the rst few values that couldn't be found, but if there are a lot of values, it won't display all of the
them.

Related Information
Working with Story and Page Filters

Enabling a Story for Translation

You can enable a story for translation in a series of simple steps.

Context
See the following topics for information about translating story metadata, the Translator role, the Translation Dashboard, and
translation tasks that you can perform there.

Multilingual Content Support

Translator Role

Translation Dashboard

Importing XLIFF Files

Exporting XLIFF Files

Managing Translations

Deleting Translations

Editing Translated Text

Procedure
1. To access a story that you want to enable translation for, do one of the following:

From the Home Screen, under Recent Stories, select the story.

From the ( ) Main Menu, select Browse, then Files, and then click the story.

2. Next to Controls, click Edit.

3. From the (Edit Story) dropdown list, select Story Details.

The Story Details dialog shows the following details of the story: Title, Description, and the Mark for translation toggle
button option.

4. You have to turn on the Mark for translation toggle for each story to make it visible in the translation dashboard.

 Note

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The admin has the rights to turn on or turn off the toggle to activate translation. (To navigate to turn on the toggle,
go to Main Menu, System / Administration, turn on or turn off the Allow translation of user content toggle.

5. Once the toggle is turned on, click OK.

Any changes made to the story will be sent for translation every time the story is saved.

 Note
The Data access language selected by you at the time of sending the story for translation becomes the source
language of the story.

 Caution
If you disable Mark for translation for a story that has been enabled for translation, all of its translations will be
permanently deleted.

Related Information
Enabling a Model for Translation
Dimension Settings

Creating and Styling a Group

You can create and style a group in a story.

Context
Creating groups allows you exibility when creating a page layout.

When a group is selected, it can be treated as a single tile. For example, you could create a group from two charts and your
company logo, and then move the group to a different location on the canvas. Styling can be applied to the group. You can also
move the group to the front or the back of the canvas.

 Note
Groups can overlap other tiles or groups on the canvas.

Styling can still be applied to individual tiles within a group. The alignment, size, and position of a tile within a group can also be
modi ed.

 Note
Groups do not affect lters.

Procedure

1. CTRL + Click multiple tiles, or marquee select multiple tiles, and then select Group .

2. Open the Designer panel and select (Styling).

3. Apply styling options to the group.

Styling Option Description

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Styling Option Description

Background Color Select a background color for the group.

Order Items Move the group from the front to the back of the canvas.

Available options:

(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

4. Select a tile in the group and apply actions as needed.

Actions Description

Order Items Change the position of a tile from the front to the back of the group.

Available options:

(Send Backward)

(Send to Back)

(Bring Forward)

(Bring to Front)

Alignment Change the alignment of a tile inside the group.

Available options:

(Align Left)

(Align Center)

(Align Right)

(Align Top)

(Align Middle)

(Align Bottom)

(Expand) Expand the tile to ll the group container.

Size and Position Add coordinates to change the position and size of a tile in the group container.

W: Width of the tile in pixels.

H: Height of the tile in pixels.

X: Horizontal position of the tile in pixels.

Y: Vertical position of the tile in pixels.

ɑ: Angle for rotation.

5. Apply additional styling options, speci c to the tile type, as needed.

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For more details on speci c styling options, see Applying Styling to Tiles.

Results
A group is created and styling is applied. To remove a group, select the group and then select Ungroup .

Related Information
Styling a Canvas Page
Applying Styling to Tiles

Examining a Chart or Table

You can examine the data behind a chart or view a chart based on selected table data.

While designing your story, you can open the Examine panel to explore certain types of tiles:

Select a chart. The data that makes up the chart is shown in the Examine panel. If you lter the chart by selecting data
points or dragging a rectangle around data points, only the selected data is shown in the Examine panel.

Select a table, or select cells within the table. A visualization based on the selected data in the table is shown in the
Examine panel. You can also change the visualization type, or select the icon to apply operations such as sorting and
ranking (for example, show top 5 or bottom 5 values).

Enable (Synchronize Visualization Automatically) to update the chart as you select cells (you can disable this option by
selecting the icon again).

If the Synchronize Visualization Automatically option is disabled, select (Synchronize Visualization) to update the chart
manually.

If you want to save charts and tables from the Examine panel, rst copy them to story pages.

Exporting Data as a CSV File

Export data from your chart or table as a CSV le.

Context
You can export both acquired and live data from a chart or table as a CSV le. However, live data may take some time to export,
because it must be downloaded before it can be exported.

In the Examine work ow, you can export from an auto-generated chart for a Table.

You can also export from the Explorer. For more information, see Accessing the Explorer.

 Note
Before exporting data, make sure that the number formats are the same for the model and your local machine. For example,
if the data you want to export uses a comma as a decimal separator and a period as a thousands separator (123.456,78), you
will need to verify that your machine's number format is the same.

On a PC, in the Control Panel, go to Clock, Language, and Region Region Additional Settings and verify the separator
formats.

 Restriction
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The following limitations apply to table exports that have the Scope set to All and to chart exports:

Maximum number of columns: 60.

Maximum number of cells of data: 3 million.

Formatting (such as cell color, font styles, and so on) will not be exported.

Hyperlinks are removed.

Hierarchies are attened.

If you have renamed a measure or dimension, you won't see your names in the exported data. The measure and
dimension names from the data source are exported.

For tables, only the table data region is exported. Custom cells outside the data region (for example, on a grid page)
are not exported.

 Restriction
The export option is disabled if any of the following are valid:

There is no data in the chart.

The model that is used is in Edit mode.

The noti cation dialog provides information on the export progress or completion. It also allows you to cancel the export.

Procedure
1. Choose your chart or table.

2. Choose (More Actions) Export .

3. In the dialog, provide a Name for your CSV le.

4. For your table, verify that the File Type eld shows CSV.

5. Select the Scope for your CSV le:

Option Description

All Exports all the data, not just the currently visible data.

For example, if your chart has a hierarchy, all the nodes of the
hierarchy will be exported, even if you have not drilled down on
the data in your chart.

Point of view Exports what you see in the table data region grid (all the
visible rows and columns).

The Point of view export includes comment columns,

calculations, and hierarchy levels in separate columns.

 Tip
If you want to include custom cells (that are outside the table data region) in your export, you need to select all the
cells, copy them, and then paste them into Excel.

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6. To maintain Scaling, Units, and Currencies formatting, select Include Number Formatting.

 Tip
Use Include Number Formatting when you want the formatting to exactly match what is in the chart or table. For
example, if the table shows $12.04 Million, that is how the value will be exported, even if that is a rounded value.

Don't use Include Number Formatting if the actual data values are different from those displayed in the chart or table
(for example, the actual data has more decimal places).

7. (Table export) To atten hierarchical data, select Don't separate Hierarchy levels in individual columns.

8. Choose a CSV Delimiter (column separator).

9. Select OK.

Depending on your browser settings, your le is saved automatically or a dialog opens for you to choose where to save
your le.

Results
Your CSV le is saved.

Next Steps

 Note
Before opening the exported CSV le in Excel, verify that your Excel list separator settings are set correctly.

Related Information
Charts
Tables
Adding Calculated Rows and Columns in a Table
Exporting Table Data as an XLSX File
Exporting Data

Linking to Another Page, Story, or External URL

You can add a hyperlink to another story or page, or to an external URL.

Context
You can add multiple hyperlinks to a chart tile: for example, you can have a hyperlink in the chart title and a different hyperlink
for a data point.

However, all the other tiles, including tables can have only one hyperlink per tile.

Procedure
1. Select the item that you want to link from.

Option Action

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Option Action

Select one of the tiles or items: Do one of the following:

image Select (More Actions) Add Hyperlink

pictogram Right-click within the tile (or on a chart data point) and
then select Add Hyperlink
text

chart tile

chart data point

Select a table or a table cell. Do one of the following:

Select (More Actions) Add Hyperlink .

Right-click and then select Table Functions Add

Hyperlink .

2. In the Hyperlink panel, under Link to, select one of the following options:

Option Description

None This option is set by default.

External URL Enter an external URL.

Optional: Under External URL, select one or more

dimensions from the list that appears, to insert the
dimensions into the URL. The dimension will be used as
a lter on the destination.

If you want to pass an ID instead of a description,

select a dimension and then select one of the options:
Description, ID, or ID and Description.

Optional: Under Label, enter a label for the URL, or from

the list, select a dimension to use as a label. The label
will be displayed instead of the full URL.

If you want the destination page or URL to open in a new

browser tab, select the Open in New Tab check box.

 Note
If the link destination is another page in the same story, the
application will switch to the destination page within the
same browser window when the hyperlink is followed.

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Option Description

Page Select a page to link to:

First Page

Next Page

Previous Page

Last Page

Speci c Page: Choose a page from the list that

appears.

Select Apply selected dimension as a lter, to use selected

dimensions as a temporary lter on the destination page.

Select Cascading Effect, to enable changes you make to the

lter to affect all related lters in the same page. For more
information, see Story and Page Filters.

Story Select a story from the list, and then select a page in the story
to link to.

If you want the destination page or URL to open in a new

browser tab, select the Open in New Tab check box.

 Note
If the link destination is another page in the same story, the
application will switch to the destination page within the
same browser window when the hyperlink is followed.

Select Apply selected dimension as a lter, to use selected

dimensions as a temporary story lter in the destination story.
To return to the hyperlink's source page and remove the
temporary story lter, select the lter and then select Go Back
to Previous Page.

Select Cascading Effect, to enable changes you make to the

lter to affect all related lters in the same story. For more
information, see Story and Page Filters.

3. Select Done.

Results
To follow the hyperlink, do one of the following:

Story element How to select hyperlink

Image, pictogram, or text Select the element that contains the hyperlink and then Ctrl + Click ( Cmd + Click ).

The destination page or URL opens.

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Story element How to select hyperlink

Table There are different ways to get to the hyperlink:

Right-click a measure data point and then select Go to Link.

Select a data point and then select the link in the title area.

From the drop down, either select the link again or switch between showing and hiding
the hyperlinks in the table.

When the hyperlinks are showing in the table, you can select them instead of selecting
the link in the title.

Chart For a hyperlink to an external URL, select one data point (for example, one bar in a bar chart) and then
select the hyperlink.

The dimensions represented by that data point are passed to the destination web page.

Changing Member Order

You can create a custom order for your members in a table.

Prerequisites
Make sure you are in Edit mode. You can't change the order when you are viewing the story.

Context
You can rearrange the order of the members in your table. This applies to all members or measures on the same hierarchical
level, including calculated measures.

 Restriction
The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you
aren't allowed to change the order of members in the version dimension.

Procedure
1. Right-click your dimension header and then select (Sort Options) Add Custom Order .

The Edit Member Order panel appears.

2. Expand the hierarchy.

3. Select a member and then drag it to the new location, or select either Move to top or Move to bottom of
currently shown members.

After moving members around, you can Preview the table layout.

4. When you've nished rearranging members, select OK to save your changes.

Next Steps
To change or delete the custom order, right-click the dimension header, select Sort Options, nd the custom order, and then
select (edit). In the Edit Member Order panel, make your changes or select Delete.

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Related Information
Creating Calculated Measures

Blending Data
You can create stories with visualizations using data from multiple models and datasets.

Blending models lets you join a primary data source with secondary data sources that contain common linked dimensions. For
example, you can blend data from a corporate data source with data from a local spreadsheet, or blend data from a public
model with data from a private model derived from a dataset's integration into a story. Blending can be done within individual
tables and charts.

For details, see Creating Linked Dimensions.

 Note
A new model is not created when you blend models, and the original models are not modi ed. Links between models that are
blended only occur within a story.

 Note
Geo maps are not supported with linked models.

Some common uses for blending

Comparing data of actuals from a corporate SAP source with plans stored from a non-SAP source.

Comparing sales results against market benchmarks, or marketing campaign results available in .csv les, or data
provided by a 3rd party consulting rm.

Creating custom calculations based on key performance indicators from different data models like public census data.

Using Smart Predict to output predictions in a dataset, and blend these predictions with other data sources, in the
context of a story.

Creating calculations in blended charts and tables

You can create simple calculations using measures or account members from multiple models in your blended chart or table.
When creating the formula in the formula editor, the auto-complete options will include measures from all your linked models.

 Note
You cannot use IF or ResultLookup functions in formulas that use multiple models.

In the Builder, members and dimensions from the primary model are identi ed with a dot.

When you switch between linked models for your blended table, the list of calculations will contain all the available calculations
for the current model.

Getting started on blending with data

You can blend data between models that are based on imported data stored in SAP Analytics Cloud, without needing any
blending-speci c prerequisites or setup.

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Data blending with models based on live data is also supported for speci c SAP data sources, but does require additional
prerequisites and setup. For more information, see:

Browser-Based Data Blending vs SDI-Based Data Blending

Enabling Browser-Based Data Blending for Live Models

Data Blending for SAP HANA Live Data Models

Data Blending for SAP BW Live Data Models

Related Information
Creating Blended Charts
Creating Blended Tables
Creating Linked Dimensions
Editing Linked Dimensions
SAP Note 2925623

Creating Linked Dimensions

You can create links between dimensions in multiple models.

Prerequisites
If you are using live data models for blending, additional prerequisites and setup may be required. For more information, see
Blending Data.

Context
You can use linked dimensions to create blended charts or tables that display data from multiple models.

Linked dimensions also let you create lters that simultaneously update all charts that include linked data. Filters on linked
dimensions can be used at the story, page, and linked analysis level.

 Note

The attributes of a dimension must match the attributes of the dimension it is linked to:

Description to Description

ID to ID

If the attributes don't match, information might not be returned when a lter is created, and a “(No Value)” ag will
appear for an unmatched dimension member.

Chart lters don't affect linked dimensions, because they're applied to a single chart.

Some dimension links may not apply lters to all charts. This happens when lters applied to one model can't be
translated to meaningful lters on a second model.

For BW remote models, consider that the Description might be language-dependent.

Sorting doesn't work with linked dimensions.

 Restriction
The Show Totals feature is not supported with linked dimensions.

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Procedure
1. Open the Link Dimensions dialog. There are two ways to access the dialog:

Select (Link Dimensions) from the menu bar.

 Note
If there are already linked dimensions in the story, they will be listed. To use the existing link, select (Edit
Link). To create a new link, select Add Model Link.

a. Select a chart or table.

b. In the Builder tab, in the Data Source area, select Add Linked Models and then select Create Model Link.

The Link Dimensions dialog appears.

2. Select a model from the list of models included in your story, or in the drop-list select Add Model to search through the
models you have access to.

To change how the dimensions are displayed in the Select a model area, select Data Samples and then select an
attribute:

Description

ID

ID and Description

 Note
By default, only descriptions are retrieved. For dimensions that don't have a Description attribute, “ No Values” will
be displayed. Selecting ID or ID and Description gives a better indication of the true values available.

 Note
For dimensions that have blank or empty strings for Description (""), the value of the ID attribute will be displayed.
This can sometimes lead to an incorrect perception that two dimensions can be matched on their Description
attribute when in fact the ID attribute should be used.

3. Choose one or more dimensions.

 Note
When you hover over a dimension, you can preview the dimension values.

4. Choose a second model and select one or more dimensions.

 Note
The attribute of a dimension must match the attribute of the dimension it is linked to. If it doesn't match, when a lter
is created, information may not be returned.

5. (Optional) In the Matched Dimensions area, select a dimension, select (Link Attribute) and then choose from the
linking options.

Option Description

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Option Description

Link On: ID or Description. The setting will apply to both ltering across models and
blending work ows. If no option is selected, then, by default,
This feature is available on non-hierarchical dimensions and
the following attributes are used:
imported data source dimensions with level-based
hierarchies. For ltering across models, the ID attribute is used to
propagate lters from source models to target models.

For blending, the Description attribute is used to match

members between the linked dimensions.

Selecting ID or Description is not possible for dimensions with

parent-child hierarchies.

Link On speci c level-based hierarchy

Links specifying level-based hierarchies can be used
This option is available on dimensions with level-based for ltering across models, but not for blending.
hierarchies.
If a level-based hierarchy is selected, then the
dimension can only be linked to another dimension with
a level-based hierarchy that has the same number of
levels. It is also assumed that the levels between the
two level-based hierarchies match.

For example, it is possible to link a two-level hierarchy

representing Country-City to another two-level
hierarchy representing Country-City or to a two-level
hierarchy representing Continent-Country. However,
only the rst link would yield expected results.

For imported data sources, link on the dimension ID and

the individual hierarchy properties, rather than the
hierarchy itself.

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Option Description

Link on matching hierarchies

The setting applies to ltering across models and
This option is not available for Live BW or Live Universe blending for import data models and Live HANA
models. models.

This setting is ON by default for any links created starting Matching is done based on the hierarchy name/id and
with version 2020.15 and OFF by default for any content assumes that hierarchies with the same name have
created prior to 2020.15. matching structure/members. For cases where this
assumption is true, it is recommended to turn ON the
option.

With the setting OFF:

Filtering across models will propagate lters on

the default hierarchy: this can cause poor
performance for source lters that use the non-
default hierarchy.

Blending will use the default hierarchy in the

secondary sub-query: this may not match
members of the parent-child hierarchy set on
the primary sub-query.

With the setting ON:

Filtering across models will propagate lters on

the matching hierarchy (provided one exists) no
matter which hierarchy is used in the source
lter.

Blending will use the matching hierarchy

(provided one exists) in the secondary sub-
query based on the parent-child hierarchy set
on the primary sub-query: this should result in
better/more faithful blend results.

Setting can be activated via ellipsis (…) menu or the

link status (/) icon and is synchronized to the same
state for the two linked dimensions (i.e. it’s ON for both
or OFF for both)

Exclude descendants
The setting applies to ltering across models and it
This option is available on dimensions with parent-child controls some performance-intensive aspects of the
hierarchies and Live HANA model dimensions with level- feature.
based hierarchies.
If the hierarchies have identical structure/members,
ensure that the ltering is done using the currently
selected members only. Be sure to select the Exclude
descendants option.

If the hierarchies aren't identical, then you might need

to lter on descendants to get the right lter result, at
the cost of slower performance.

By default, the Description attribute is used to match members between the linked dimensions. However, for non-
hierarchical dimensions it is possible to change the attribute that is used for linking.

 Note
Filtering across models on hierarchies can be performance intensive. There are a few things to consider:

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If the hierarchies aren't identical, then you might need to lter on descendants to get the right lter result, at
the cost of slower performance.

If the hierarchy is a level-based hierarchy for an import data model, we suggest that you link on ID and the
individual hierarchy properties, rather than the hierarchy itself.

6. Select Set.

7. Review the links and if necessary, edit them or select Add Model Link to add more links.

8. When nished, select Done.

Results
Linked dimensions appear in the dialog.

Related Information
Editing Linked Dimensions
Creating Blended Charts
Creating a Linked Analysis
Applying a Story or Page Filter
Creating Blended Tables

Editing Linked Dimensions

You can edit linked dimensions.

Procedure
1. Open the Link Dimensions dialog. There are two ways to access the dialog:

Select (Link Dimensions) from the menu bar.

Select a chart or table.

In the Builder tab, in the Data Source area, select Add Linked Models and then select Create Model Link.

The Link Dimensions dialog appears, showing the linked dimensions.

2. Choose an existing model link and select (Edit Link).

If you want to add a new link instead, then select Add Model Link.

3. Change the models or dimensions used, and then select Set.

4. Select Done.

Results
All charts or tables that include the linked dimension will update simultaneously. In the Builder tab, linked dimensions are
indicated by the ( Link) icon.

Related Information
Creating Linked Dimensions
Creating Blended Charts
Creating a Linked Analysis
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Applying a Story or Page Filter

Creating Blended Charts

You can create charts with data from multiple models.

Prerequisites
You have already set up linked dimensions between models. For more information on linked dimensions, see Creating Linked
Dimensions.

 Note
If you are using live data models for blending, additional prerequisites and setup may be required. For more information, see
Blending Data.

Procedure
1. Add a chart to your story.

2. In Builder, select measures and dimensions from the primary model.

The primary model is selected by default in the Data Source list. The primary model is the model used to create the
table.

Linked dimensions will have a (Link) icon.

3. Under Data Source, select a secondary model.

If no other models are listed, select Add Linked Model and then select a model from the list.

4. (Optional) Select a new Link Type from the list. There are three options:

All primary data – Allows all data in the primary model, and corresponding data in a secondary model to appear in
the chart.

All data – Allows all data in the primary and secondary model to appear in the chart. (This option isn't available
when linking on hierarchies.)

Intersecting data only – Allows only linked data to appear in the chart.

5. Select additional measures or dimensions.

Measures and dimensions that belong to the primary model are indicated by a blue dot.

6. Repeat steps 3 to 5 for all models that you want to use in the chart.

Results
The chart displays data from both the primary and secondary models.

Related Information
Creating Linked Dimensions
Editing Linked Dimensions
Creating a Linked Analysis
Creating Blended Tables

Creating Blended Tables

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You can create tables with data from different models.

Prerequisites
You have already set up linked dimensions between models. For more information on linked dimensions, see Creating Linked
Dimensions.

 Note
If you are using live data models for blending, additional prerequisites and setup may be required. For more information, see
Blending Data.

Procedure
1. Insert a table and select the data source for the table.

2. In Builder, select measures and dimensions from the primary model.

The primary model is selected by default in the Data Source list. The primary model is the model used to create the
table.

Linked dimensions will have a (Link) icon.

3. Under Data Source, select a secondary model.

If no other models are listed, select Add Linked Model and then select a model from the list.

4. Add measures or dimensions to the table.

5. (Optional) Select a new Link Type from the list. There are three options:

All primary data – Allows all data in the primary model, and corresponding data in a secondary model to appear in
the table.

All data – Allows all data in the primary and secondary model to appear in the table. (This option isn't available
when linking on hierarchies.)

Intersecting data only – Allows only linked data to appear in the table.

Results
The table displays data from both the primary and secondary models.

Related Information
Creating Linked Dimensions
Editing Linked Dimensions
Creating Blended Charts

Browser-Based Data Blending vs SDI-Based Data Blending

You can blend data with live models in two ways:

Browser-based data blending

Data blending using Smart Data Integration (SDI)

Why are there two different approaches, and when should I use which approach?

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We typically recommend browser-based data blending to business users or data analysts who want to blend smaller*
aggregated datasets together within a story. A system-de ned data volume limit ensures that the data blend operation within
the story performs as expected. In general, we recommend trying browser-based data blending with live models rst, because
this approach should meet most business users' needs. There are no extra hardware deployment requirements for using
browser-based blending.

When users are linking dimensions for the purpose of browser-based blending, a warning is shown if the data volume limit is
exceeded:

An error message is shown if the blending operation doesn't complete successfully due to the data volume limit being exceeded:

If this happens regularly, contact your SAP Analytics Cloud system administrator to determine whether SDI-based data blending
should be enabled for your business use case. We recommend SDI-based blending for larger aggregated datasets.

 Note

* These are the browser-based blending limits on aggregated sets of data:

SAP HANA live connections: up to 2 MB in dataset size

SDI- and browser-based blending are de ned on a per-connection basis, with SDI-based blending having the higher
priority. For example, if you have both SDI- and browser-based blending con gured against a connection for a data
source, then SDI will be used for blending the data.

 Note
When using browser-based data blending with a live SAP HANA source, data from the live HANA system is temporarily
cached in SAP Analytics Cloud.

Enabling Browser-Based Data Blending for Live Models

These scenarios are supported with browser-based data blending:

Blending between a live data model from SAP BW, and a data model based on imported data.

Blending between a live data model from SAP S/4HANA (on-premise), and a data model based on imported data.

Blending between a live data model from SAP HANA (on-premise), and a data model based on imported data.

To enable browser-based data blending, you'll need to consider these additional requirements:

If you're running an SAP BW or SAP S/4HANA system, ensure that the latest SAP Notes are applied, depending on your
deployment type:

2737952 – SAP Analytics Cloud browser blending with SAP BW 7.5

2737953 – SAP Analytics Cloud browser blending with SAP BW/4HANA

No other hardware deployment or special licensing is needed. Browser-based blending for SAP BW doesn't require SAP
HANA.

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If you're running an SAP HANA system, ensure that your system is on the correct version:

You are on SAP HANA 2.0 on-premise SPS02 Patch 5 or higher, with EPMMDS version 1.00.201815.00.1534765831
(Wave 201815) or higher. See SAP Notes 2456225 and 2444261 for additional setup information.

No other hardware deployment or special licensing is needed.

Data Blending for SAP HANA Live Data Models

You can perform blending between SAP HANA live data models.

Supported SAP HANA Data Blending Scenarios

Blending with imported data models only: A primary model based on imported data can be blended with one or more
secondary models based on imported data.

Blending between multiple SAP HANA live data models on the same system: A primary live data model based on an SAP
HANA live connection can be blended with one or more secondary live data models from the same system only.

Blending SAP HANA live data models with import data models: A live data model based on SAP HANA can be blended
with one or more secondary models based on imported data and live data models on the same system.

Supported SAP HANA Deployments for Live Data Blending

SAP HANA, on-premise

Con guration Steps and Prerequisites

Blending Between SAP HANA Live Data Models on the Same System

SDI-Based Blending Between SAP HANA Live Data Models and Import Data Models

Related Information
Creating Blended Charts
Creating Blended Tables
Creating Linked Dimensions
Editing Linked Dimensions
Data Blending for SAP HANA Live Data Models
Importing and Exporting Content as Files

Blending Between SAP HANA Live Data Models on the Same System

You can enable blending between SAP HANA live data models available on the same system.

The system administrator for SAP HANA must perform the following tasks:

1. Ensure your SAP HANA system is on the Correct Version.

If you are on SAP HANA 1.0 on-premise, you must be on SPS12 revision 122.14 or higher.

If you are on SAP HANA 2.0 on-premise, you must be on SPS01 revision 012.02 or higher. The latest matching SAP
HANA EPMMDS plugin must be installed on your SAP HANA 2.0 system. See SAP Note 2456225 and SAP Note
2444261 for additional setup information.

Related Information
Data Blending for SAP HANA Live Data Models

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Blending Data
SDI-Based Blending Between SAP HANA Live Data Models and Import Data Models

SDI-Based Blending Between SAP HANA Live Data Models and Import Data Models

You can enable blending between a primary SAP HANA live data model, and import data models.

The following setup and con guration steps must be performed by the administrator for your SAP HANA system, and an
administrator for SAP Analytics Cloud. These steps are typically not performed by one person alone; therefore, it is
recommended that you make a plan with your SAP HANA and SAP Analytics Cloud system administrators before proceeding
with the steps below.

Ensure your SAP HANA system is on the Correct Version

You are on SAP HANA 2.0 on-premise SPS02 Patch 5 or higher, with EPMMDS version 1.00.201815.00.1534765831 (Wave
201815) or higher. See SAP Note 2456225 and SAP Note 2444261 for additional setup information.

Your SAP HANA system must have a full use license. Data blending for SAP Analytics Cloud is not permitted for SAP
HANA systems using a runtime (REAB) license. SAP HANA systems using a Runtime Edition (REAB) license will be
supported in the near future.

Install the SAP Data Provisioning Agent

SAP Analytics Cloud leverages the use of SAP HANA Smart Data Integration (SDI) to enable data blending. You must have the
SAP Data Provisioning Agent installed on a Windows or Linux host from which it can establish HTTPS connections to SAP
Analytics Cloud and your SAP HANA system.

The version of the Data Provisioning Agent required for your SAP HANA system can be determined by checking the Product
Availability Matrix.

For information on installing the agent, see Installing the SAP Data Provisioning Agent. The following steps must be performed
during the agent installation:

1. Data Provisioning Agent Planning and Preparation.

a. Supported Platforms and System Requirements

b. Software Download

2. Install the Data Provisioning Agent.

a. Install from the Command Line

Afterward, proceed with creating a table in your SAP HANA system.

Create a table in your SAP HANA system

1. Using SAP HANA Studio, create the REMOTE_OBJECTS table on your on-premise SAP HANA system. This table is used
by SAP Analytics Cloud to temporarily store data results required for a blend via the agent connection. You must execute
the following SQL and stored procedure statements within the SQL Console of SAP HANA Studio.

a. Create a user for administering this table. This user will also be used in SAP Analytics Cloud for creating the
connection.

CREATE USER SDI_ADMIN PASSWORD <admin_password> NO FORCE_FIRST_PASSWORD_CHANGE;

ALTER USER SDI_ADMIN DISABLE PASSWORD LIFETIME

The remaining steps for setting up your on-premise system must be done with the SDI_ADMIN user.

b. Create the REMOTE_OBJECTS table.

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CREATE COLUMN TABLE "SDI_ADMIN"."EHS_REMOTE_OBJECTS" (ID VARCHAR(100), TYPE VARCHAR(50),

c. Set permissions for the REMOTE_OBJECTS table, which allow for storage and access to the temporary cache
data during data blending scenarios.

 Caution
If you re-import the INA Delivery Unit (DU), these permissions will be removed from the INA_USER role, and
they will need to be re-added.

GRANT EXECUTE, INSERT ON SCHEMA "SDI_ADMIN" TO "sap.bc.ina.service.v2.userRole::INA_USER

GRANT SELECT ON "SYS"."PROCEDURES" TO "sap.bc.ina.service.v2.userRole::INA_USER";

CREATE PROCEDURE "SDI_ADMIN"."DATA_READ_##EHS_REMOTE_OBJECTS" (IN remoteId VARCHAR(100),

LANGUAGE SQLSCRIPT
SQL SECURITY DEFINER
READS SQL DATA AS
BEGIN
outputTable = SELECT OBJECT FROM "SDI_ADMIN"."EHS_REMOTE_OBJECTS"
JOIN (SELECT MAX(INSERT_TIME) AS MAX_INSERT_TIME FROM "SDI_ADMIN"."EHS_REMOTE_OBJECTS" W
ON INSERT_TIME = MAX_INSERT_TIME WHERE ID=:remoteId AND TYPE=:objectType ORDER BY TYPE,
END;

CREATE PROCEDURE "SDI_ADMIN"."EXPIRED_CHECK_##EHS_REMOTE_OBJECTS" (IN remoteId VARCHAR(1

LANGUAGE SQLSCRIPT
SQL SECURITY DEFINER
READS SQL DATA AS
BEGIN
SELECT COUNT(*) INTO rowCount FROM "SDI_ADMIN"."EHS_REMOTE_OBJECTS"
JOIN (SELECT MAX(INSERT_TIME) AS MAX_INSERT_TIME FROM "SDI_ADMIN"."EHS_REMOTE_OBJECTS" W
ON INSERT_TIME = INSERT_TIME
WHERE ID=:remoteId AND TYPE='CUBE' AND INSERT_TIME > :viewUTCTime AND EXPIRE_TIME > CURR
END;

CREATE PROCEDURE "SDI_ADMIN"."DELETE_ENTRIES_##EHS_REMOTE_OBJECTS" (IN remoteId VARCHAR(

LANGUAGE SQLSCRIPT
SQL SECURITY DEFINER AS
BEGIN
DELETE FROM "SDI_ADMIN"."EHS_REMOTE_OBJECTS" WHERE EXPIRE_TIME < ADD_SECONDS(CURRENT_UTC
(ID=:remoteId AND INSERT_TIME < (SELECT MAX(INSERT_TIME) FROM "SDI_ADMIN"."EHS_REMOTE_OB
END;

Con gure and register the SAP Data Provisioning Agent

1. Register the Data Provisioning Agent with SAP Analytics Cloud:

a. Log onto SAP Analytics Cloud and go to (Main Menu) System Administration Data Source
Con guration .

b. Scroll down to the SAP HANA Smart Data Integration section, and select Register New Data Provisioning Agent.

c. In the dialog, enter a unique name for your new agent registration.

 Note
The registration name cannot be changed later.

d. (Optional) Provide a description for your new agent registration.

e. Select Save before proceeding.

 Note
You will need the information presented in the Data Provisioning Agent dialog for step 2. Either keep the dialog
box open, or note the information provided and give it to the SAP HANA administrator who will perform step 2.

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2. Create a connection between the agent and your on-premise SAP HANA system. Perform the following steps in the SAP
Data Provisioning Agent.

 Note
<DPAgent_root> is the directory where the DP agent was installed. By default, on Windows, this is
C:\usr\sap\dataprovagent, and on Linux it is /usr/sap/dataprovagent.

a. Con gure dpagentconfig.ini:

In the directory where the agent was installed, open <DPAgent_root>/dpagentconfig.ini, and edit the
following lines. Use the values provided by the Register New Data Provisioning Agent dialog from step 1.b. The
required values are listed under Data Provisioning Agent Details.

agent.name=(<AgentName>)
hana.onCloud=true
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hana.server=(<HANA_Server>)
hana.port=(<HANA_Port>)
hana.useSSL=true

 Note
<HANA_Server> is the server IP address or hostname. <HANA_Port> is the HTTP port.

If you need a proxy to access the internet due to a corporate rewall, you must also set the following lines:

cloud.useProxy=true
proxyHost=<proxy_hostname>
proxyPort=<proxy_port>

 Note
The proxy must be able to handle HTTP long polling. Using a proxy may have a performance impact on
blending.

b. Save the changes made to dpagentconfig.ini.

c. Open an Administrator prompt on the Windows or Linux host where the DP agent is installed, and run the
following commands:

Set the environment variable.

On Linux:

export DPA_INSTANCE=<DPAgent_root>

On Windows:

set DPA_INSTANCE=<DPAgent_root>

Start the Data Provisioning Agent.

On Linux:

<DPAgent_root>/bin/agentcli.sh --configAgent

On Windows:

<DPAgent_root>/bin/agentcli.bat --configAgent

You must start the agent, if it has not been started already: Select option 2. Start or Stop Agent, and then
option 1. Start Agent.

Select q. Quit to exit the script.

This pattern of stopping and then starting the agent is required whenever you make a con guration
change to the agent.

Set the credentials for the HANA XS user.

On Linux:

<DPAgent_root>/bin/agentcli.sh --setSecureProperty

On Windows:

<DPAgent_root>/bin/agentcli.bat --setSecureProperty

Select 1. HANA XS Username.

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Enter the username presented in the Register New Data Provisioning Agent dialog from step 1.b.

Select 2. HANA XS Password.

Enter the password presented in the Register New Data Provisioning Agent dialog from step 1.b.

 Note
If you have closed and reopened the Register New Data Provisioning Agent dialog from step 2.b, and
the password eld is empty, you can click the button next to the password box to generate a new
password.

When you click the Save button, the new password is saved to SAP Analytics Cloud and is ready to be
used.

Select q. Quit to exit the script.

Restart the SAP Data Provisioning Agent.

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On Linux:

<DPAgent_root>/bin/agentcli.sh --configAgent

On Windows:

<DPAgent_root>/bin/agentcli.bat --configAgent

Select option 2. Start or Stop Agent, and then option 2. Stop Agent to stop the agent.

Select option 1. Start Agent to start the agent.

Select option 1. Agent Status to check the connection status.

If the connection succeeded, you should see Agent connected to HANA: Yes.

Select q. Quit to exit the script.

You can now close the agent registration dialog from step 1.

3. Connect SAP Analytics Cloud to your on-premise SAP HANA system.

a. Log on to SAP Analytics Cloud and go to (Main Menu) System Administration Data Source
Con guration .

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b. Under SAP HANA Smart Data Integration, select Add New Remote Source. The following dialog will appear:

c. In the dialog, provide a name for your SAP HANA system

d. Provide the fully quali ed domain name of your SAP HANA system.

e. Provide the SQL port of your SAP HANA system.

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f. Provide the schema and table name of the REMOTE_OBJECTS table you created.

g. If you want to enable SSL encryption between your remote source and the SAP Data Provisioning Agent, select
the Use encryption and Validate certi cate check boxes.

h. Provide the credentials for the SDI_ADMIN user that created the REMOTE_OBJECTS table.

i. (Optional) Select the Use remote subscription check box, to allow caching of blended query results in SAP
Analytics Cloud. By enabling this option, you may potentially improve the load performance of blended
visualizations.

 Note
For security reasons, don't select this option if you want to prevent data from being copied and saved in SAP
Analytics Cloud.

j. Select Save.

4. Associate an existing live data connection with the remote source.

 Note
The live data connection you select must be the same on-premise SAP HANA system as the remote source.

a. Click Add Live Data Connection on the remote source created in step 3.

b. In the drop-down box, select the appropriate live data connection.

c. Click Save.

For information about installing the agent, see Installing the SAP Data Provisioning Agent.

Troubleshooting Data Provisioning Agent errors

If you encounter problems with the Data Provisioning Agent, it can be helpful to examine the logs located in the
<DPAgent_root>/log directory.

Please ensure that your data provisioning agent is connected to HANA.

1. Run <DPAgent_root>/bin/agentcli.bat --configAgent.

2. Select option 1. Agent Status to check the connection status.

3. Make sure the output shows Agent connected to HANA: Yes.

4. If the output doesn't show that the agent is connected, it may show an error message. Resolve the error, and
then select option 2. Start or Stop Agent, and then option 1. Start Agent to start the agent.

Failed to connect to the remote source. Please restart your data provisioning agent and try again.

1. Run <DPAgent_root>/bin/agentcli.bat --configAgent.

2. Select option 2. Start or Stop Agent, and then option 2. Stop Agent to stop the agent, and then option 1. Start
Agent to start the agent.

Related Information
Data Blending for SAP HANA Live Data Models
Blending Data

Data Blending for SAP BW Live Data Models

You can perform blending with SAP BW live data models.

Supported SAP BW Data Blending Scenarios

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Blending SAP BW live data models with import data models: A live data model based on SAP BW can be blended with one
or more secondary models based on imported data.

Blending SAP BW live data models with other SAP BW live data models:

Multiple BW models from the same BW system

Multiple BW models from different BW systems

Blending multiple models (more than two)

Blending multiple models using acquired data with multiple BW models

Support both browser-based and SDI blending modes

Use BW systems with different release cycles (for example, BW 7.5 and BW/4HANA)

Linking with and without hierarchies (parent-child hierarchies only)

Use BW as the primary data source

Supported SAP BW Deployments for Live Data Blending

(Refer to the con guration steps and prerequisites below for details on SAP BW versions and SAP HANA versions required for
data blending.)

SAP BW on HANA

SAP BW/4HANA

Con guration Steps and Prerequisites

SDI-Based Blending Between SAP BW Live Data Models and Import Data Models

Limitations
Both browser-based and SDI-based data blending are not supported with SAP BW Queries having a Two Structures concept.

Related Information
Creating Blended Charts
Creating Blended Tables
Creating Linked Dimensions
Editing Linked Dimensions
Data Blending for SAP BW Live Data Models
Importing and Exporting Content as Files

SDI-Based Blending Between SAP BW Live Data Models and Import Data Models

You can enable blending between a primary SAP BW live data model, and import data models. The actual blending of data sets
is always performed in the SAP HANA database belonging to the SAP Analytics Cloud system.

The following setup and con guration steps must be performed by the administrator for the SAP HANA system that your BW or
BW/4HANA system is running on, and an administrator for SAP Analytics Cloud. These steps are typically not performed by one
person alone; therefore, it is recommended that you make a plan with your SAP HANA and SAP Analytics Cloud system
administrators before proceeding with the steps below.

 Note
This information applies to both SAP BW and SAP BW/4HANA.

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Ensure that your SAP BW system is on a compatible version that is required for
data blending
Apply all required SAP Notes. Refer to the following SAP Note rst to check the compatible versions of SAP BW that SAP
Analytics Cloud supports. Execute the steps described in the SAP Note to determine the required notes that must be
implemented in your BW system to enable SAP Analytics Cloud to work seamlessly with BW Live connections:

2541557

Then, refer to the following SAP Note for speci c requirements for enabling data blending with your SAP BW system. It is
important that this step be performed after the steps described in the above note.

2715871

 Note
When blending data from Live connections to SAP BW on-premise systems, data is moved outside the corporate network to
the SAP HANA engine of SAP Analytics Cloud to perform the blending operation. However, data is not stored persistently in
SAP Analytics Cloud; a temporary cache is used. Data from the cache is removed after the blending operation is completed.
Data is transported to SAP Analytics Cloud through channels secured with industry-standard data protection standards and
encryption methods, so data is secure at all times.

Ensure that your SAP HANA system is on a compatible version supported by SAP
BW
Refer to the following SAP Notes for the versions of SAP HANA that are compatible with SAP BW. It is also recommended to
check the compatible versions of SAP BW that SAP Analytics Cloud supports:

1600929

Install the SAP Data Provisioning Agent

SAP Analytics Cloud leverages the use of SAP HANA Smart Data Integration (SDI) to enable blending with SAP BW data. You
must have the SAP Data Provisioning Agent installed on a Windows or Linux host from which it can establish HTTPS
connections to SAP Analytics Cloud and the SAP HANA system your SAP BW deployment is running on.

The version of the Data Provisioning Agent required for your SAP HANA system can be determined by checking the Product
Availability Matrix.

For information on installing the agent, see Installing the SAP Data Provisioning Agent. The following steps must be performed
during the agent installation:

1. Data Provisioning Agent Planning and Preparation.

a. Supported Platforms and System Requirements

b. Software Download

2. Install the Data Provisioning Agent.

a. Install from the Command Line

Afterward, proceed with creating a table in your SAP HANA system.

 Note
The schema referenced in this help topic is the HANA schema. The ABAP schema is not recommended in this scenario,
because you may experience technical difficulties during remote system deployment.

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Create a table in your SAP HANA system

Using SAP HANA studio, create the REMOTE_OBJECTS table on your on-premise SAP HANA system. This table is used by SAP
Analytics Cloud to temporarily store data results required for a blend via the agent connection.

1. In case the SAP HANA system your SAP BW deployment is running on has a full license, perform the following steps:

a. Create a user for administering this table. This user will also be used in SAP Analytics Cloud for creating the
connection.

CREATE USER SDI_ADMIN PASSWORD <admin_password> NO FORCE_FIRST_PASSWORD_CHANGE;

ALTER USER SDI_ADMIN DISABLE PASSWORD LIFETIME

The remaining steps for setting up your on-premise system must be done with the SDI_ADMIN user.

b. Create the REMOTE_OBJECTS table.

CREATE COLUMN TABLE "SDI_ADMIN"."EHS_REMOTE_OBJECTS" (ID VARCHAR(100), TYPE VARCHAR(50),

c. Set permissions for the REMOTE_OBJECTS table, which allow for storage and access to the temporary cache
data during data blending scenarios.

Assign the ABAP communication user via the HANA studio - this is the user with whom ABAP accesses the HANA
database - under "Object Privileges" the schema "SDI_ADMIN" with DELETE, INSERT, SELECT permission and
granted to others "no Grant"

2. In case the SAP HANA system your SAP BW deployment is running on does not have a full license (for example, Runtime
Edition (REAB)), perform the following steps:

a. Create a user for administering this table. This user will also be used in SAP Analytics Cloud for creating the
connection.

CREATE USER SDI_ADMIN PASSWORD <admin_password> NO FORCE_FIRST_PASSWORD_CHANGE;

ALTER USER SDI_ADMIN DISABLE PASSWORD LIFETIME

The remaining steps for setting up your on-premise system must be done with the SDI_ADMIN user.

b. Assign the ABAP communication user via the HANA studio - this is the user with whom ABAP accesses the HANA
database - under "Object Privileges" the schema " SDI_ADMIN" with CREATE ANY, DELETE, INSERT, SELECT
permission and granted to others "no Grant".

c. Create the REMOTE_OBJECTS table by executing the ABAP report RS_BICS_INA_BLE_SETUP (Software
Component: DW4CORE note 2806650 and SAP_BW note 2806682 ) via SE38 transaction. Enter the schema
" SDI_ADMIN" and the table name “EHS_REMOTE_OBJECTS”.

d. For security reasons, you can deselect the ag for CREATE ANY.

Con gure and register the SAP Data Provisioning Agent

1. Register the Data Provisioning Agent with SAP Analytics Cloud:

a. Log onto SAP Analytics Cloud and go to (Main Menu) System Administration Data Source
Con guration .

b. Scroll down to the SAP HANA Smart Data Integration section, and select Register New Data Provisioning Agent.

c. In the dialog, enter a unique name for your new agent registration.

 Note

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The registration name cannot be changed later.

d. (Optional) Provide a description for your new agent registration.

e. Select Save before proceeding.

 Note
You will need the information presented in the Data Provisioning Agent dialog for step 2. Either keep the dialog
box open, or note the information provided and give it to the SAP HANA administrator who will perform step 2.

2. Create a connection between the agent and your on-premise SAP HANA system. Perform the following steps in the SAP
Data Provisioning Agent.

 Note
<DPAgent_root> is the directory where the DP agent was installed. By default, on Windows, this is
C:\usr\sap\dataprovagent, and on Linux it is /usr/sap/dataprovagent.

a. Con gure dpagentconfig.ini:

In the directory where the agent was installed, open <DPAgent_root>/dpagentconfig.ini, and edit the
following lines. Use the values provided by the Register New Data Provisioning Agent dialog from step 1.b. The
required values are listed under Data Provisioning Agent Details.

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agent.name=(<AgentName>)
hana.onCloud=true
hana.server=(<HANA_Server>)
hana.port=(<HANA_Port>)
hana.useSSL=true

 Note
<HANA_Server> is the server IP address or hostname. <HANA_Port> is the HTTP port.

If you need a proxy to access the internet due to a corporate rewall, you must also set the following lines:

cloud.useProxy=true
proxyHost=<proxy_hostname>
proxyPort=<proxy_port>

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 Note
The proxy must be able to handle HTTP long polling. Using a proxy may have a performance impact on
blending.

b. Save the changes made to dpagentconfig.ini.

c. Open an Administrator prompt on the Windows or Linux host where the DP agent is installed, and run the
following commands:

Set the environment variable.

On Linux:

export DPA_INSTANCE=<DPAgent_root>

On Windows:

set DPA_INSTANCE=<DPAgent_root>

Start the Data Provisioning Agent.

On Linux:

<DPAgent_root>/bin/agentcli.sh --configAgent

On Windows:

<DPAgent_root>/bin/agentcli.bat --configAgent

You must start the agent, if it has not been started already: Select option 2. Start or Stop Agent, and then
option 1. Start Agent.

Select q. Quit to exit the script.

This pattern of stopping and then starting the agent is required whenever you make a con guration
change to the agent.

Set the credentials for the HANA XS user.

On Linux:

<DPAgent_root>/bin/agentcli.sh --setSecureProperty

On Windows:

<DPAgent_root>/bin/agentcli.bat --setSecureProperty

Select option 1. HANA XS Username.

Enter the username presented in the Register New Data Provisioning Agent dialog from step 1.b.

2. HANA XS Password.

Enter the password presented in the Register New Data Provisioning Agent dialog from step 1.b.

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 Note
If you have closed and reopened the Register New Data Provisioning Agent dialog from step 2.b, and
the password eld is empty, you can click the button next to the password box to generate a new
password.

When you click the Save button, the new password is saved to SAP Analytics Cloud and is ready to be
used.

Select q. Quit to exit the script.

Restart the SAP Data Provisioning Agent.

On Linux:

<DPAgent_root>/bin/agentcli.sh --configAgent

On Windows:

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<DPAgent_root>/bin/agentcli.bat --configAgent

Select option 2. Start or Stop Agent, and then option 2. Stop AgentSelect to stop the agent.

Select option 1. Start Agent to start the agent.

Select option 1. Agent Status to check the connection status.

If the connection succeeded, you should see Agent connected to HANA: Yes.

Select q. Quit to exit the script.

You can now close the agent registration dialog from step 1.

3. Connect SAP Analytics Cloud to the on-premise SAP HANA system your SAP BW deployment is running on.

a. Log on to SAP Analytics Cloud and go to (Main Menu) System Administration Data Source
Con guration .

b. Under SAP HANA Smart Data Integration, select Add New Remote Source.

c. In the Add New Remote Source dialog, provide a name for your SAP HANA system.

d. Provide the fully quali ed domain name of your SAP HANA system.

e. Provide the SQL port of your SAP HANA system.

f. Provide the schema and table name of the REMOTE_OBJECTS table you created.

g. If you want to enable SSL encryption between your remote source and the SAP Data Provisioning Agent, select
the Use encryption and Validate certi cate check boxes.

h. Provide the credentials for the SDI_ADMIN user that created the REMOTE_OBJECTS table.

i. Select Save.

4. Associate an existing live data connection with your SAP BW on HANA or SAP BW/4HANA system.

 Note
The live data connection you select must be the SAP BW system that you're blending data from.

a. Click Add Live Data Connection on the remote source created in step 3.

b. In the drop-down box, select the appropriate SAP BW live data connection.

c. Click Save.

For information about installing the agent, see Installing the SAP Data Provisioning Agent.

Troubleshooting Data Provisioning Agent errors

If you encounter problems with the Data Provisioning Agent, it can be helpful to examine the logs located in the
<DPAgent_root>/log directory.

Please ensure that your data provisioning agent is connected to HANA.

1. Run <DPAgent_root>/bin/agentcli.bat --configAgent.

2. Select option 1. Agent Status to check the connection status.

3. Make sure the output shows Agent connected to HANA: Yes.

4. If the output doesn't show that the agent is connected, it may show an error message. Resolve the error, and
then select option 2. Start or Stop Agent, and then option 1. Start Agent to start the agent.

Failed to connect to the remote source. Please restart your data provisioning agent and try again.

1. Run <DPAgent_root>/bin/agentcli.bat --configAgent.

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2. Select option 2. Start or Stop Agent2. Stop Agent to stop the agent, and then option 1. Start Agent to start the
agent.

Related Information
Data Blending for SAP BW Live Data Models
Blending Data

Setting Story Variables

A data source for a chart or table may prompt you to add variables before data can be displayed.

If the data source you select to create a chart or table requires variables to be set, a prompt will appear when you create the
rst chart or table that uses the data source. After the variables are set, the information you provide will be used by all tables
and charts that use the same data source.

Select Automatically open prompt when story opens to open the Set variables dialog when the story opens, so that viewers are
prompted to set the story variables.

To change story variables, in the Data area in the toolbar, select (Edit Prompts) and choose the data source with the
prompts you want to edit.

To add a variable token to the story lter bar to make it more visible, select Story Filter Variables and select the variable
you want to show.

You can override story variables for individual tables by selecting ( Edit Table Prompts) under the table or chart name, and
then selecting Set Chart Variables or Set Table Variables. You can switch to using story variables by opening the Edit Table
Prompts dialog again, and selecting Use Story Variables.

 Note
Use Story Variables is selected by default.

SAP BW Exit Variables

When using an SAP BW data source, you may want to choose whether a variable value from a Customer Exit variable comes
dynamically from the SAP BW back end, or from a saved value that is manually input by the user.

For example, if a Customer Exit variable is Current Month, and you don't manually input a value, the value of the variable is
different for each month: if the value this month is 2018 January, then next month it would be 2018 February, and so on.

In some cases, you may want the value of the Customer Exit variable to remain unchanged. To accomplish that, select the
Disable exit variables option, and select a member for the exit variable. The member you select is saved with the story, and
every time the BEx query is executed, the saved value is chosen.

Linking Story Variables

If your story has variables from more than one model, you can link variables so that changing one variable updates the data
from multiple models.

Context
For example, you may have a story that displays data from an Employee_Salary model and an Employee_Performance model,
each with separate variables for Time and Country. When these variables are linked, both models show data for the same

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prompt values for Time and Country.

When setting story variables, linked variables are identi ed by the icon. Hover over this icon to see which variables are
linked. When you change the prompt values for this variable, the new values are applied to all the linked variables.

Procedure
1. Open the story and select Edit.

2. In the Data area in the toolbar, select (Edit Prompts) and select Link Variables.

The Link Variables window appears. If any links already exist for the story, they are displayed. Select Start a new variable
link to create your own.

3. In the Select a model lists, choose the two models with variables that you want to link.

For models based on live data connections, the following restrictions apply:

Models based on live data connections to SAP HANA can link to other SAP HANA live data models, or to models
based on imported data.

Models based on live data connections to SAP BW can only link to other SAP BW live data models.

Models based on live data connections to an SAP Universe do not support variable linking.

A list of variables for each model appears.

4. Select a variable from the list for each model to create a link.

Select variables that meet the following conditions:

The variables have the same selection type.

The variables have the same value format.

If one variable has hierarchical values, the other variable must be hierarchical as well.

For intersecting links, the variables share at least one common value.

 Note
Values for intersecting links are matched based on their ID, not their description. To see the IDs, select Data
Samples for one of the models and choose ID or ID and Description. Then hover over the ellipses next to the variable
values to see a list:

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Showing IDs for variable values

If you’re creating an intersecting link between variables that have hierarchical values, the link only includes values at
the top level of each hierarchy.

The variables appear in the Matched Variables list. A successful link shows a check mark and an unsuccessful link shows
an X icon. Hover over this icon to see the reason for the unsuccessful link.

5. Continue selecting variables as necessary to create further links.

To change a link, you can select the icon next to one or both variables to remove them.

6. For each successful link, select to change the type of link:

All data (default): All prompt values that exist in either model are available.

 Note
The All data link type is not supported for SAP BW models.

Intersecting data only: Only prompt values that exist in both models are available.

7. Select Set.

8. In the Set Variables window, choose values for the linked variables, and select Set.

The Link Variables window appears, showing an overview of the existing links. You can edit or delete existing links, or
create new ones.

9. To return to the story, select Done.

Related Information
Setting Story Variables

Bookmarking Explorer Views

You can create different Explorer views and add them to your Story bookmarks.

You may want to create different Explorer views and come back to them later. You can do that by creating the views and then
creating story bookmarks.

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 Note
To create Explorer views, your chart or table must have been created with Enable Explorer selected. For more information,
see Changing the Initial Chart for Explorer Mode

Create Explorer Views

Open your story in View mode and then create new Explorer views.

1. In your story, select a chart and then select (Explore).

2. Add New View.

3. Select the new View tab and then select Edit.

4. Provide a name and then select OK.

5. Make changes to the measures, dimensions, and even the chart type.

You can create as many different views as you want.

When nished, select Exit Explorer Mode.

Now you can choose a different chart or table and create more views, or just create a bookmark.

Create a New Bookmark

To make sure your new views will still be there when you come back to the story, you need to create a bookmark.

1. From the menu, select (Bookmark) Bookmark Current State .

2. Provide a name for your bookmark.

3. Select Save.

Your bookmark is added to the list of bookmarks.

Related Information
Bookmarking Story Views

Formatting a Story
You can apply formatting to your story by using a template, which provides prede ned layouts and placeholders for objects to
help you build a story.

Procedure
1. From the story toolbar, select (Layouts).

2. Select a layout from the list and select Apply.

You can select layouts from three categories depending on the type of story you are trying to create:

Monitor: These layouts can help you create a story ideal for monitoring you data or create a boardroom monitor.
The layouts combine tiles such as maps, content, and key gures.

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Report: These layouts can help you create a story ideal for reporting. The layouts combine tiles such as charts,
tables, and annotations.

Present: These layouts can help you create a story ideal for presentations. The layouts provide the formatting
and elements necessary to create a slide deck.

3. Select Add in place for each tile in the layout that you want to use to create a chart, map, or table.

You can also add a speci c tile by selecting and then selecting the tile you want to add.

You will be able to see the chart type that was used when saving the story as a template or in the prede ned template.
When turning the chart placeholder into a chart, the original chart type will be automatically selected.

4. If you want to remove the tile from the layout, select (remove) in the top-right corner of the tile.

5. Added layouts appear in the Manually Added section of the Layouts menu. You can change the layout by selecting it from
the menu or add more layouts by selecting + Add Layout from the Additional Layouts section.

Story and Page Filters

Use story and page lters to narrow the scope of your analysis.

The Story Filter allows you to apply lters for all charts and tables in a Story that are based on the same model. The Page Filter
is the same as a Story Filter, but applies to just one page in a story. (An Input Control is one type of page lter.)

You can also apply a lter to a single chart or table. See the related links.

 Note
Page and story lters are enabled only after you've added at least one chart or table to your story.

 Tip
In some circumstances, when a lter is applied to a chart and there is only one resulting data point or item, the chart's
legend will be hidden.

To override this default behavior, the following guidelines will make sure the legend is always visible, whether you have one
data point showing or multiple data points:

1. From the chart action menu ( ), select Show/Hide.

2. If the Legend option is already showing, hide it and then select it again.

Measure-based lters
Measure-based lters are lters that are based on a range of values in a measure. For example, if you want to include in your
story only your company locations that have more than 200 employees, you could create a lter based on an Employees
measure.

For more information, see Measure-based Filters.

Effects of multiple lters (Cascading Effect)

Changes you make to a story or page lter affect related lters in the same story or page. (Story lter changes affect both
story lters and page lters in the story.)

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For example, when you change a page lter value, any related page lters on the same page are updated automatically. If you
have both Country and Region lters on a page, and you change the Country lter value from All to Sweden, the Region lter
updates to show only regions within Sweden. All other region names are hidden. You can select Show Inactive Values to display
those hidden values.

 Note
Some lters are not affected by other lter changes:

Range lters

Hyperlink lters

Multi-dimension lters ( lters that apply to a combination of dimensions)

You can turn off the cascading effect in the settings for the lter or input control. When the cascading effect is turned off, any
lter value selection changes made in this lter do not affect other lters, and any lter value selection changes made in other
lters do not affect this lter.

Date and time range lters

You can de ne time periods based on years, half-years, quarters, months, weeks, or days (depending on the time granularity
de ned in the underlying model), and apply the date range as a lter, so that only details in the selected time period are visible.

If your data is recorded very frequently; for example, sensor data, you could use the Timestamp dimension type, and be able to
de ne time range lters based on hours, minutes, seconds, and milliseconds.

The ranges can be xed or dynamic; for example, you could choose the xed range January 2019 to December 2019. If this story
is opened in 2020, the story will still show 2019 data. Dynamic date ranges shift based on the current date. They offer a few
more granularities such as current year, current quarter, and current month, and you can offset the range from the current
date.

Examples of dynamic date ranges:

If you want to display data from three years ago, to two years into the future, you would choose Year granularity, enter 3
under Look Back, and enter 2 under Look Ahead. If the current year is 2019, then the date range is 2016 to 2021.

If you want to display data for the current quarter, you would choose Current Quarter granularity. If the current date is
June 1, 2019, then the date range is April 1, 2019 to June 1, 2019.

If you want to shift the entire range forwards or backwards instead of basing it around the current date, choose Offset as
the range type. For example, to set the range as the year before the previous year, you choose Year granularity, select
Look Back as the offset direction, Year as the offset granularity, and 2 as the offset amount. If the current date is June 1,
2019, then the date range is 2017. Note that the Offset Granularity can’t use a shorter period than the overall
Granularity.

If you switch on Include Range up to Current Period, the date range ends at the current period. If you choose Year
granularity, and enter 3 under Look Back, and the current date is June 1, 2019, then the date range is January 1, 2016 to
June 1, 2019. For offset ranges, the Include Range up to Offset Period setting works the same way using the offset period
instead of the current period.

 Note
Offset ranges aren't available for lters applied to maps.

It is also possible to de ne multiple range time lters and apply these together. You could use this for example, to compare the
rst two months of the year over a three year period by de ning three separate ranges for months Jan–Feb for each of the
three years. When these ranges are applied as a single lter, everything else except the selected periods is ltered out.

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In some work ows, for example planning, you might want to set the current date of a dynamic date range lter to be different
from today's actual date. To learn how to do this, see Customizing the Current Date.

 Note
You can have multiple date dimensions in your story.

You may want to restrict the date ranges that viewers of the story can choose. For example, if you don't want viewers
to be able to select future dates, disable the Look Ahead eld by selecting (Show/Hide) , and clear the check
mark beside Look Ahead.

For xed date range lters, if you de ne a range using the Day granularity, all other ranges in the lter can have only
the Day granularity. The same restriction applies to Week. However, the Year, Half-Year, Quarter, and Month
granularities can be mixed. This restriction doesn't apply to dynamic date range lters; for example, you can de ne
one range with day granularity and another range with year granularity.

If you choose Day granularity, you can manually type dates into the date elds. If you do type in dates manually, you'll
need to use the date format de ned by the Date Formatting setting in your user pro le. Dates entered in any other
formats won't be recognized as dates.

Time Range lters work for booked data only.

Static vs. dynamic lters

When you create a lter (a story lter, page lter, or calculation input control) for a at dimension, if you select “All Members”, a
dynamic lter is created. This means that the latest dimension member descriptions are always fetched from the model. But if
you select individual dimension members, and not “All Members”, a static lter is created. This means that the dimension
member descriptions are remembered from the time when the lter was created.

Example: Say you create a lter with a list of countries, and initially the list of countries is: Canada, USA, and Germany. If you
create a static lter, those three full country names will be remembered. Later, someone changes the dimension member
descriptions in the model or the back-end server to CA, US, and DE. The static lter will still display Canada, USA, and Germany,
instead of CA, US, and DE. A dynamic lter though, will display the updated member descriptions whenever the story is opened.

Tasks
Applying a Story or Page Filter

Converting a Story Filter to a Page Filter

Converting a Page Filter to a Story Filter

Related Information
Applying a Chart Filter
Applying a Table Filter
Linking to Another Page, Story, or External URL
Measure-based Filters
Group Filters
Customizing the Current Date
Input Controls: Dimension, Measure, or Cross Calculation
Working with Story and Page Filters

Applying a Story or Page Filter

Prerequisites

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Page and story lters are enabled only after you've added at least one chart to your story.

Procedure
1. Apply a lter in one of these ways:

For a story lter, select (Story Filter) on the top navigation panel. In the lter bar, select (Add Story
Filter/Prompt).

For a page lter, select (Input Control) on the top navigation panel.

2. If you need to change the data source, select the name of the current data source and then select the data source that
you want to lter.

3. From the Add Time Filters list, you can quickly create a dynamic time lter that shifts based on the current date, such as
Month to Date or Previous Quarter.

a. Choose which periods to include, for example, Previous or Current & Next.

b. If you have multiple date dimensions, pick the one that you want to lter.

c. Select the granularity of the time period under Full Period or To Date, depending on the range that you want to
include.

4. Otherwise, select the dimension or measure you want to lter from the Add Story Filter/Prompt list.

 Note
Certain dimensions, for example date dimensions, can be ltered either by choosing members from a list or by
selecting a range. To lter by choosing members, choose the option Filter by Member. To lter dimensions by
selecting a range, choose the option Filter by Range, and skip to Step 9.

Measures are automatically ltered by range. If you're applying a measure-based lter, skip to Step 9.

You can create lters and input controls based on dimension attributes as well. For more information about
dimension attributes, see Preparing Data For Consumption.

5. To change the display information for the lter, select to expand the Available Members menu and select one of the
Show Description options:

Description

ID and Description

ID

When you change how the dimension information is displayed, the corresponding tooltip is updated.

6. To display dimension members that don't contain any data, switch the Show unbooked members option On.

If the Show unbooked members option is Off, only those members that contain data will be displayed. For example, if you
are ltering a currency dimension and only the Euro and US dollar members contain data, the rest of the currency
members will not be displayed.

7. In the Available Members area, select the check box beside the members you want to lter.

You can use the Search function to nd the members you want. Select All Members to automatically select all members
in the dimension, or select the Exclude selected members check box to exclude the members you select.

 Note
When you select a member node in a hierarchy, all of its children are automatically selected.

8. Ensure that the members in the Selected Members area are correct.

9. To lter certain dimensions by selecting a range, choose the option Filter by Range instead of Filter by Member.

If you're de ning a measure-based lter, it's ltered by range automatically, and these options aren't shown.

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Con gure the lter range as follows (some of these con gurations are available only for measure-based lters, and
some are available only for dimension-based lters):

For measure-based lters, select the Dimension Context.

The dimension context is one or more dimensions that the measure is aggregated against. For example, if you're
analyzing salaries of company employees based on country and gender, you could choose the two dimensions
Country and EmployeeGender for context.

For dimension-based lters, if you want viewers of your story to specify a single value within a range instead of a
range of values, expand the Multiple Selection list, and select Single Value Slider.

Select end points for your range:

For dimension-based lters, you can either drag the sliders on the range bar, or select end points from the
drop-down lists.

For measure-based lters, type end point values into the Min and Max boxes.

Select Add a New Range if you want to de ne additional ranges. Note that the single value slider is not available if
you de ne more than one range.

For a single value slider, the end points you select represent the maximum and minimum values that
viewers of your story will be able to select, using the page lter or input control.

For measure-based lters, viewers can set the Min and Max values outside of the initial range you de ne.
For example, if you set an initial range of 100 to 200, they could change the range to 50 to 500.

Otherwise, the end points you select represent the initial ranges that viewers of your story will see in the
page lter or input control. Users can rede ne the ranges using the page lter or input control.

 Note
By default, only the range between the end points you initially de ne is selectable in the page lter or input
control. If you select Display entire range slider, viewers will be able to select areas outside of the initial
ranges you de ne.

If you want your range to extend to the start or end of the data set, even if the start or end values change when
the data is refreshed, choose Start or End instead of discrete values.

For date dimensions, also de ne the granularity (for example, year or month). You can also set dynamic ranges
that shift based on the current date. To learn about this, see Story and Page Filters.

10. Choose whether you want to Allow viewers to modify selections.

If you allow viewers to specify lter values, they can either toggle on and off each lter value (if you chose the Multiple
Selection option or the Multiple Selection Hierarchy option), or select a single lter value (if you chose the Single
Selection option). The Multiple Selection Hierarchy option allows users to select children nodes of speci c dimension
members.

 Note
Viewers can reset any changes that they made to lters and input controls to get the original view of the story by
selecting (Reset Story) on the story toolbar.

 Note
Using large hierarchies in story lters has an impact on performance. It is recommended to use booked values
instead of accessing master data.

11. Choose whether you want to Allow viewers to delete lter.

Viewers shouldn't be able to delete a designer's story lter, but you can allow them to do so.

12. Select OK to create the lter.

13. If you created a page lter, you can resize it to convert it to an input control.

An input control displays the lter values with check boxes or radio buttons, to let users experiment with different lter
settings.

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14. The lter or input control is assigned a name according to the dimension being ltered. If you want to change the name,
double-click it.

15. By default, the cascading effect is applied. If you don't want the cascading effect to apply to this lter, turn off Cascading
Effect in the lter settings.

For more information, see Story and Page Filters.

Related Information
Applying a Chart Filter
Measure-based Filters
Converting a Story Filter to a Page Filter
Converting a Page Filter to a Story Filter
Creating Linked Dimensions

Converting a Story Filter to a Page Filter

Convert a story lter to a page lter if you want the lter to apply only to the charts on one story page.

Context
After creating a story lter, the lter appears in the lter bar below the toolbar. You can convert a story lter to a page lter on
a canvas page.

Procedure
1. With a canvas page open, select a story lter from the lter bar.

2. Select Convert to Page Filter.

The new lter appears as an object on the canvas page. You can resize the lter object by selecting it and dragging its
sizing handles. If you enlarge the lter object, it becomes an input control that you can use to select lter values.

For example, if the lter is set to allow viewers to change the lter values, and to allow multiple lter values, you can
enlarge the lter object on the page so that the lter values appear in a list, with check boxes. Then you can change lter
values by selecting and deselecting the check boxes.

Converting a Page Filter to a Story Filter

You can convert a page lter to a story lter if you want the lter to apply to all pages in the story.

Procedure
Select the page lter, and select Convert to Story Filter.

Measure-based Filters

You can create story and page lters based on a range of measure values.

For example, if you want to include in your story only those company employees who earn between $50,000 and $100,000, you
could create a lter based on the Salary measure.

When you use a measure-based lter, you need to specify one or more dimensions for aggregation context. In the above
example, you could choose the dimension EmployeeName for context.

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Or, if you're analyzing salaries of company employees based on country and gender, you could choose the two dimensions
Country and EmployeeGender for context.

 Note
You can base lters on calculated or restricted measures.

Calculated dimensions and the Date dimension can't be used for the dimension context.

If a model has a version or category dimension (all planning models, plus some HANA analytic view models), the
version dimension is automatically added into the dimension context and cannot be removed.

All required dimensions are automatically added to the dimension context.

If a hierarchical dimension is added to the dimension context, the data is aggregated at the booked nodes.

Measure-based lters are available with import data connections, and live data connections to SAP HANA.

These calculations can be used to set up a measure-based lter:

Restricted measures

Calculated measures

Difference from

Aggregation

Measure-based lters can't be used within an advanced lter.

Planning operations are disabled for tables that have measure-based lters applied.

Measure-based lters won't affect value driver tree widgets.

Filter evaluation order

If a story is not hosted inside a Digital Boardroom presentation, then lter evaluation starts at the story lter level, then
proceeds to the page lter level, and then to the widget lter level. If a story is hosted inside a boardroom presentation, then
lter evaluation starts with the topic lters rst, and then proceeds to the story, page, and widget lter levels.

Filters are evaluated per level. For example, if the story-level lter is de ned as “only countries with sales greater than $10 M”,
and the result of that lter is USA, Canada, and Germany, then the page-level lters would lter data from only these three
countries.

Within a given level, there are two steps in evaluating dimension-based lters and measure-based lters:

All dimension-based lters are applied rst, by combining them together using AND logic.

After that, the remaining measure-based lters are evaluated based on the result of the dimension-based lters. All the
measure-based lters are combined together using AND logic.

Controls panel
When several types of lters are applied to a story, it can be difficult to understand which order the lters are applied in. To show
the lter evaluation order visually, the Controls panel displays all of the lters that apply to the story.

To open the panel, select Controls, or from a widget's action menu, select View Controls , or select a lter and then
select View Controls.

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Filters are applied from top to bottom. In this example, the PRODUCT lter is a dimension-based lter, which is applied before
the measure-based lter VERSION, PRODUCT. To view more detailed information about each lter, point to a lter token and
select Show lter information .

Note that the Controls panel only displays the lters; you can't edit the lters directly from the Controls panel.

Once the Controls panel is opened, you can select other widgets to see which lters are applied to them. The Controls panel
updates automatically as each widget is selected.

The Controls panel is available in both Edit mode and View mode, and with all page types (grid, canvas, and responsive).

Related Information
Story and Page Filters
Applying a Story or Page Filter
Specifying Required Dimensions

Group Filters

You can con gure page lters to affect only some widgets (a group) on a page.

Say you create three chart widgets on a page (Chart 1, Chart 2, and Chart 3). You can create a standard page lter, Filter A, that
affects all three charts. But you can also de ne a page lter, Filter B, that affects only Charts 1 and 2, and another lter, Filter C,
that affects only Charts 2 and 3. Filters B and C are group lters.

Example
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You may want to place two charts side-by-side on a page, one displaying statistics for female employees only, and the other for
male employees only. Using a standard page lter, you would de ne a Gender lter, but setting it to Female would make both
charts display statistics for female employees. Using group lters, you can de ne two Gender lters; one set to Female and the
other set to Male.

You can also create a measure-based group lter on the page, Filter D, and con gure it to affect only Charts 1 and 2. The groups
would then look like this:

Group 1 Charts 1 and 2

Group Filter B

Group 2 Charts 2 and 3

Group Filter C

Group 3 Charts 1 and 2

Group Filter D (measure-based)

When multiple lters apply to a page, it can be difficult to understand which lters apply to a widget. The Controls panel helps
you by displaying the lters that apply to the selected widget, and which order the lters are applied in. (See Measure-based
Filters for more information.)

Also, if you select a measure-based lter, the Controls panel shows you which dimension-based lters are being applied rst.
(Measure-based lters are affected by dimension-based lters at the same level or above.)

For example, if you select Chart 1, the Controls panel shows you that Page Filter A, and Group Filters B and D are being applied
to Chart 1. If you select Chart 2, the Controls panel shows you that Page Filter A, and Group Filters B, C, and D are being applied
to Chart 2.

If you select the measure-based Group Filter D, the Controls panel shows you that dimension-based Page Filter A is being
applied before Group Filter D, but it can't tell you whether Group Filter B, or both B and C are being applied before D, because
different group lters apply to different widgets. In these cases, point to the lter in the Controls panel, and then select
Show lter information to see which lters may be applied.

Creating a Group Filter

1. Create a page lter.

For details, see Applying a Story or Page Filter.

At this moment, the page lter affects all widgets on the page.

2. Select the page lter, and select Linked Analysis. (For an input control, select Linked Analysis .)

The Linked Analysis pane appears.

3. Select Only selected widgets to see the list of widgets that are on the page.

 Note
If the page contains any charts that are linked to another chart, using the Pin Selected Data Point feature, those
pinned charts won't appear in the list.

4. Select which widgets you want this lter to apply to.

5. If you want any new widgets that are added to this page to also be affected by this group lter, select Automatically
connect newly created widgets.

6. Select Done to save the new group lter.

Advanced Filtering

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Advanced Filtering lets you create story and page lters based on multiple dimensions by de ning a set of logical conditions.

The dimensions used in Advanced Filtering can be ltered by using AND or OR conditions. These conditions can be set to Include
or Exclude the data that satis es the lter conditions.

You can apply Advanced Filters by creating dimension tuples. A dimension tuple consits of a condition which contains a number
of dimension lters. If the dimension members are different the result will create an asymmetrical lter.

Currently, advanced ltering can be used with Story and Page lters.

 Note
If you're ltering a planning model, some empty cells that don't support data entry may not be grayed out. A message will
appear when you try to enter data in these cells. See Troubleshooting Data Entry Errors for details.

Also, data locking may not be supported. See Con guring Data Locking for details.

Procedure
Page and story lters are enabled only after you've added at least one chart to your story

1. Apply an advanced lter in one of these ways:

For a story lter, select (Story Filter) on the top navigation panel. In the resultant navigation panel, select
Advanced Filtering.

For a page lter, select (Input Control) Advanced Filtering on the top navigation panel.

2. Start with an OR operator.

3. Add additional AND or OR operators directly under the top operator.

Adding additional operators will determine the number of dimension tuples desired for the lter.

4. Add some dimensions beneath each AND or OR condition, and de ne different members for each dimension.

5. Determine which operators the viewer should have control to turn off and make sure Allow viewers to disable the
condition has a checkmark next to it.

Each operator condition has a setting to allow users to disable the condition. When the story is opened in View Mode and
the advanced lter token is selected, each operator has a checkbox and the viewer can choose to enable or disable the
conditions within View Mode.

6. Select OK to save the lter.

Operator types
The following operators can be used in advanced ltering

Operator Description

AND When all conditions are satis ed, the results will be ltered.

OR When any condition is satis ed, results from every successful condition will be ltered.

Exclude AND When all conditions are satis ed, the results will be excluded.

Exclude OR When any condition is satis ed, the results from every condition will be excluded.

Example
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Suppose you want to create a lter which will always exclude the historical plans or forecasts, but will also include the plans and
forecasts of the selected or current period.

Chart before applying Advanced Filtering

1. Set the outer operator to an OR.

2. Create 2 inner AND operators.

3. Add your Time & Version dimension to the AND operator.

4. De ne the member tuples for each operator, so that one tuple has Historical data + Actuals & the other one is Current
period + Plan.

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Chart after applying Advanced Filtering

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Example
Suppose you have a chart showing multi-dimensional data (for example, all products in the major regional areas) and you want
to lter different sets of products for each regional area.

Chart before Applying advanced Filtering

1. Set the outer operator to Exclude OR – this will exclude data for each successful condition.

2. Create 2 or more inner AND operators.

3. Add your Region & Product dimension to each AND operator.

4. In each adjacent operator de ne a different region + product tuple.

In this example, the rst tuple will exclude Apparel & Accessories from North and South America, the second tuple is going to
exclude Apparel & Footwear from Asia Paci c, and the third tuple is going to exclude Apparel from EMEA. Our chart will now
show the speci c product members of each region.

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Chart after applying Advanced Filtering

Using Tuple Filters for Charts and Tables

Filter data that is organized in multiple dimensions.

Context
The tuple lter is applicable for both charts and tables.

Procedure
1. Click the table widget to display the related editing options in the designer panel.

2. Drill down to the lower levels of the hierarchy by using the table cells that have an arrow.

3. Mark two tuples of two different levels, right-click one of them and choose (Filter) icon from the context menu. Only
the selected rows are visible now. The selected lter is also visible in the desinger panel.

4. Click the Filter token to visualize the lter and select Applies lter conditions to in order to display the detailed lter
conditions.

5. Click OK to close the pop-up.

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Related Information
Advanced Filtering
Using Tuple Filters in Linked Analysis

Using Tuple Filters in Linked Analysis

You have two tables you want to align with each other. Filtering in one of the widgets causes ltering in the other widget as well.

Prerequisites
Linked analysis enables you to align two widgets with the same data model. The key needs to be the same to make the
synchronization possible.

Procedure
1. Select one of the table widgets. Your selection will be the driver for the linked analysis.

2. From the (More Actions) menu select (Linked Analysis).

The Linked Analysis panel is displayed.

For more information about linked analysis settings, see Creating a Linked Analysis.

3. In the designer panel, select Only selected widgets and Filter on data point selection. Then select the widgets you want
to connect to.

4. Apply the changes.

5. Select the data you want to lter within the receiver table. Right-click one of the selected cells and choose the lter
option. Only your selected rows are visible now.

6. Click the Filter token to visualize the lter and select Applies lter conditions to in order to display the detailed lter
conditions.

7. Click OK to close the pop-up.

8. Now select the driver widget and choose the rows you want to lter. You see them ltered in the receiver widget
immediately.

9. Click the lter token in the receiver widget now. In the drop-down list, you see the Local lter as well as the Linked
Analysis lter.

 Note
A linked analysis lter is an additional lter. The local lter of a widget stays.

10. Select the Linked Analysis lter. Click the Filter token to visualize the lter and select Applies lter conditions to in order
to display the detailed lter conditions.

11. Click Cancel to close the pop-up.

Related Information
Advanced Filtering
Using Tuple Filters for Charts and Tables
Applying a Chart Filter
SAP Note 2788384

Customizing the Current Date

For dynamic time range lters, you can change the current date setting so that it's different from the actual current date.

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By default, the de nition of a date range is based on your computer clock's current date. For example, if you have a date range
that is de ned to look back 2 days and look ahead 3 days from today, and today is February 10, 2019, then the effective range is
from Feb. 8, 2019 to Feb. 13, 2019.

For some work ows (for example, planning), it can be useful to set the current date to be different from today's actual date.
Story viewers can use an input control to set the current date. For example, if a user sets the current date to April 10, the range
becomes April 8 to April 13:

Another example: if you've created a range to show you sales gures from the beginning of the year up to the current month,
you can change the current date in the input control to look at sales from the beginning of the year up to whichever month
you've chosen to be the current month, without changing the range de nition.

To create the input control, select Create Current Date Input Control when you create your dynamic date range lter:

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The story designer can link the input control to one or more of the dynamic date range lters de ned in the story and pages.
The input control can also be set to System Current Date / Period, to prevent users from customizing the current date.

To edit the input control's settings, or delete it completely, access the input control in the dynamic time range lter dialog:

Keep in mind these special linking rules:

If the input control is created based on a scal date hierarchy, it can only be linked to other dynamic date range lters
based on the same scal hierarchy, or another scal hierarchy with the same scal shift.

Similarly, if the input control is based on a non- scal, calendar date hierarchy, it can only be linked to other dynamic date
range lters based on a non- scal calendar date hierarchy.

The level at which the input control is de ned also matters. For example, if the input control is de ned at the year level,
then it can't be linked to dynamic date range lters that are de ned at the month level.

 Note
You can create only one custom current date input control.

If the input control isn't linked to any dynamic date range lter, a red warning icon is displayed.

The input control can be removed from the story lter bar. If this is done, all linked dynamic time range lters will
revert back to getting the current date based on the system date. The input control is still present and can still be
linked to any dynamic time range lter, and once this is done, it will again appear in the story lter bar.

Con guring Auto Refresh in Stories

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You can schedule all charts, tables, and geomaps to automatically refresh in a story.

Context
You set the auto refresh option when editing a story, but the refresh only occurs when you are viewing the story.

Procedure
1. In your story, select Edit mode.

2. From Data section on the story toolbar main menu, select (Refresh) and then select Con gure Auto Refresh.

3. On the Con gure Auto Refresh screen, select the Enable Auto Refresh option.

4. Enter a numerical value and select the type of interval (for example, minutes).

For example, you can select the data to refresh every 30 minutes.

 Note
The auto refresh interval should be shorter than the session timeout value.

5. To con rm your changes, select OK.

Results
When you have the browser tab open that contains your story, your data is automatically refreshed at the speci ed time
interval.

 Note
If auto refreshing is turned on but can't retrieve a data response for 5 consecutive time intervals, auto refresh will be forced
to stop.

 Restriction
The following actions will cause auto refresh to pause or resume:

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Pause auto refresh Resume auto refresh

Switch to another browser tab. Switch back to the browser tab that contains your story.

Minimize the browser. Maximize the browser.

Open a dialog. Close the dialog.

Open an overlay panel. Close the overlay panel.

Switch to a summary page. Switch from summary page to non-summary page.

Switch to an empty page. Switch from empty page to non-empty page.

Switch to edit mode. Switch from edit mode to view or embed mode.

Exporting a Story as a PDF or a PPTX

You can export a story as a PDF le or as a Microsoft PowerPoint (PPTX) le.

Context

 Note
Your exported content won't be an exact match to your story pages:

The PDF or PowerPoint le shows exactly what appears on your story pages at the moment that you export them. If
any charts or tables in your story are scrollable, only the visible parts are included in the exported le.

The visible content of the story pages in the application determines the size of the exported content: for PDF, the
pages will be scaled up; for PowerPoint the content will be scaled down.

If you want to print the PDF le to paper, you may need to use scaling options in your PDF viewing software.

 Note
For an R visualization widget, a static plot will be exported. But if the R widget is written in RHTML (iFrame), it won't be
exported.

Procedure
1. With a story open, in the toolbar select Export .

2. In the dialog's File Type list, choose either PDF or PowerPoint (.pptx).

3. In General Settings, choose which pages you'd like to export: All; or specify the Range, the speci c pages.

4. (Optional) Select Enable export in the background if you want to continue working while the le is being processed and
saved. You may experience a slower response time until the export is complete.

 Note
We don’t recommend to enable the export in the background for HTML R Visualization widgets as in this case the
exported PDF may not work as expected.

5. (Optional) Select Insert Appendix to include an appendix containing the story's lter settings and variables set for the
story.

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 Note
The story's URL is included in the appendix. If you don't want to include it, you need to enable the following system
con guration option: Remove Story URL from Appendix.

6. (Optional) If you've applied scaling to any charts, you can select Apply Scaled Measures Across All Included Pages to
scale the charts across pages.

When charts are scaled per page, the chart density is automatically determined using all charts from the same page
only. When charts are scaled across pages, the chart density is determined by all charts that are being exported.

7. Grid Page Settings: when your story has grid pages, you can choose how to export the grid page content.

Use Whole Grid

Split Grid into Pages: Specify the number of columns and rows to use on each page.

8. Batch Exporting: Select this option to export some or all members of a story lter.

 Note
If you have a large number of members in the batch, the export may take a long time to complete.

a. From the list, select a story lter.

A message shows how many members are currently selected for that lter.

b. Select the message to open the Set Filters dialog.

c. Select the members to include in the export.

d. When you've nished making your selections, click OK.

9. Select Export to create and download the le to your computer.

Results
Your story is exported.

Related Information
Exporting a Story as Google Slides
Administration

Save a Story as a Template

You can save a story as a template that can be used to create a new story.

Procedure
1. With a story open, select Save As Template from the toolbar.

2. Add a title and description for your template.

3. In the Template Con guration section, select the pages you would like to include in the template.

4. Choose if you would like to replace images with empty placeholders.

5. Select OK.

Results
The template is saved and can be used to create new stories.

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 Note
Saving the story as a template removes all data and converts charts, tables, maps, input controls, and value driver trees into
empty placeholders. All grid pages and custom formatting are removed. You will be able to see the chart type that was used
when saving the story as a template. When turning the chart placeholder into a chart, the original chart type will be
automatically selected.

Exporting a Story as Google Slides

If you use Google Drive, you can export your story as a Google Slides presentation.

Prerequisites

 Note
If your SAP Analytics Cloud system is hosted on a data center located within China, this feature is not available.

Procedure
1. With a story open, select Export from the toolbar.

2. In the dialog, choose Google Slides from the File Type list.

 Remember
You'll be reminded that any data you export to Google Slides is subject to Google's terms of service and privacy policy.
Since you are exporting a copy of the data in your story outside SAP Analytics Cloud to Google Drive, this copy of your
data may leave your preferred geographical region. It's recommended to read Google's data and privacy policies
before exporting.

If you don't want to be reminded again, check Got it! Don't remind me again. and then click Accept & Continue.

3. If prompted, sign in to your own personal Google account with your username and password.

4. You'll be prompted to allow SAP Analytics Cloud access your Google account. Click Allow.

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SAP Analytics Cloud uses this access to display and let you search your Google Drive folders and presentations, and to
save Google Slides presentations to your account.

Your Google account is only ever used with your own SAP Analytics Cloud user account, and never shared with other
users. Contents of your personal Google Drive are never shared with anyone else, and no one can add slides to your
Google account.

5. Once signed into Google, set the Google Drive options under My Drive.

Choose New Presentation to create a new Google Slides presentation from the story. Enter a name for the
presentation and choose a folder to save it to.

Choose Add to Existing Presentation and select an existing Google Slides presentation. Story pages are added to
the end of the presentation.

You can also change your Google account by clicking Switch Account under the My Drive options.

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6. Choose which pages you'd like to export. You can export all, or a range of pages.

7. (Optional) Select Enable export in the background if you want to continue working while the le is being processed and
saved. You may experience a slower response time until the export is complete.

8. Click Export to create your Google Slides presentation.

Results
Once the export is complete, you can nd your new or updated Google Slides presentation by signing on to your Google Drive
account.

 Note
If you want to remove SAP Analytics Cloud from the list of apps that can access your Google account, sign in to your Google
account and go to https://myaccount.google.com/permissions . Select SAP Analytics Cloud in the list of apps and click
Remove Access

Related Information
Google Export Connection

Collaboration for Stories

You can collaborate on a story either by creating a discussion or by posting comments.

Discussions in Stories
All collaboration activity is grouped under discussion threads. From the main toolbar select (Collaboration)
(Discussions) Choose ( Collaboration) to see a list of discussions that you have been invited to. You can start a new
discussion at any time by choosing ( New Discussion) and inviting speci c participants or teams. Only people who have been
invited can see the discussion.

 Note
You can start a discussion or view and contribute to it only if you have the privilege Discussion with Read and Create
permissions. By default, Discussion is enabled in the standard and custom roles.

Comments in Stories
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 Note
You can add comments to a speci c page or widget within a story. Other users can reply or simply Like your comment.

To view the existing comments, add a new comment, and delete any comment, you would need the following permissions.

You should have Read, Create, and Delete permissions for the object-type Comment in the tenant.

You should have Add Comment, View Comment, and Delete Comment permissions on the story.

If any one permission is missing in the combination, then you won't be able to perform the relevant action.

 Note
By default, the comment mode is switched on when you open a story and the Comment privilege is enabled in standard
roles.

To add a comment to a story page, on the page tab bar, select the drop-down menu and choose Comment Place
Comment to submit. Enter your comment in the displayed dialog box. You can add upto 3000 (Unicode) characters in
each comment. If the tab bar is not visible, then go to Display and select Tab Bar.

 Note
You can add comments to a story in embedded mode only if the administrator has enabled commenting in embedded
mode.

To add a comment to a story widget, open the right-click menu of the widget and go to Add Comment . Enter your
comment in the displayed dialog box and select Place Comment to submit.

 Note
You cannot add comments to widgets containing input controls.

In addition to adding comments to speci c widgets and pages, you can add comments to data points in tables. For more
information see Adding Comments to a Data Cell.

To mention a user with whom you have shared the story, use the (@) sign <username> in the comment. For more
information, see Sharing Stories or Bookmarks.

You can format your comments with different font styles and colors, add bullet or number lists, and insert hyperlinks.

 Note
The comments under the Comment column in a table are displayed with the default format settings.

Once the comment is posted, a comment icon is displayed at the top right of the widget or page tab bar. The
comment icon and comment thread fade away if the story is not set to ( Comment Mode).

 Note
You can add up to four distinct threads to a speci c widget or page tab bar, and a maximum of 200 comments to a
story. As you add multiple threads to a widget or page tab bar, comment icons will be superimposed on one another.
The top icon is associated with the most recent thread.

To view all the threads in a story, select the button and choose (Comment Mode). Select the comment icon to
display the comment thread.

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Story threads are also listed in the Comments panel. Select (Collaboration) (Comments) to display the panel. You
can sort the displayed threads according to:

Time – newest to oldest comment or vice versa.

Pages – comments will be listed under their respective page headings.

All entries in the panel include an associated comment icon and text from the most recent comment in the thread. Select an
entry to view its entire thread.

Once a thread is displayed, you can perform any of the following actions:

Reply: enter your text in Reply here ... and select (Send).

Like: select the Like icon for comments in the thread.

Delete: select the icon next to the comment you want to delete.

 Note
You can delete only your own comments and if you have update rights to the story. To delete all the page or widget
comment threads within a story, use the (Delete) icon in the Comments panel.

 Note
Comments cannot be edited.

Comments are lost or not available in the following scenarios:

Creating a copy of a story – the copy will not contain any comments.

Using the Save As option to create a new story.

Duplicating a widget or a story page.

Exporting a story to PDF.

Story comments cannot be viewed or added in the Digital Boardroom.

 Note
Comments are preserved if you rename a story, and can be viewed and added in Present mode.

About Comment Permissions

Commenting in SAP Analytics Cloud depends on the combination of permissions you have in the tenant and on the assets such
as a story, model, or a folder.

When you want to view, add, or delete a comment in a story, the following permissions are required.

You should have Read, Create, and Delete permissions for the object-type Comment in the tenant.

You should have Add Comment, View Comment, and Delete Comment permissions on the story.

You should have Add Comment, View Comment, and Delete Comment permissions on the model to comment on data
points and commenting widget.

If even one permission in the combination is missing, then you won't be able to perform the relevant action.

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Let's understand these combinations better with examples for each permission.

Scenario
Let's assume Smith is a user in SAP Analytics Cloud who has shared a story with Jane and has selected the necessary
permissions required to access or make changes to the story. Jane is another user and has received a noti cation that says a
story is shared with her. Jane has Read, Create, and Delete permissions on the object-type Comment in the tenant. In each
scenario mentioned below, we will see how commenting experience changes when Smith provides different set of permissions
to Jane.

Here, currently Smith has selected the Custom option for permissions and is at the Set Custom Access screen.

 Note
The results of the following scenarios are applicable to folders and analytic applications as well.

View Comment

When Smith selects View Comment only, Jane will be able to only view the comments that are available in the story. However, if
the story is based on a model, then Jane would require at least View Comment permission on the model to view comments on
the data point and commenting widget.

 Note
With View Comment permission, you can delete your comments and comment threads.

Add Comment

When Smith selects Add Comment, Jane will be able to view the comments that are available in the story and add new
comments.

However, if the story is based on a model, then Jane would require View Comment and Add Comment permission on the model
to view and add comments on data points and commenting widget.

Delete Comment

When Smith selects Delete Comment, Jane will be able to view the comments that are available in the story and delete any
comments in the story.

However, if the story is based on a model, then Jane would require View Comment and Delete Comment permission on the
model to view and delete the comments on data points and commenting widget.

 Note
Delete permission allows you to delete comments that are added by other users.

Combination of permissions

Jane has View Comment, Add Comment, and Delete Comment permissions on the model and Smith has selected View
Comment, Add Comment, and Delete Comment while sharing the story with Jane. In this scenario, Jane will be able to
view, add, or delete the comments in the story, commenting widget, and on data points.

Jane has no permission on the model and Smith has selected View Comment, Add Comment, and Delete Comment
while sharing the story. In this scenario, Jane will not be able to view, add, or delete the comments in commenting widget
and data points, however, she will be able to view, add, or delete the story comments.

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Jane has View Comment, Add Comment, and Delete Comment permissions on the model and Smith has not selected
any commenting-related permission while sharing the story. In this scenario, Jane will not be able to view, add, or delete
the comments available in the story, commenting widget, and on data points.

The following table summarizes the behavior of View Comment permission in different scenarios. The same behavior applies to
the other comment permissions.

 Note
Y and N in the table below denote yes and no respectively.

View Comment View Comment Viewing Data Point Viewing Story

Scenario permission on Model permission on Story Comment in Story Comment in Story

Story A based on Model Y Y Y Y

A

Story A based on Model N Y N Y

A

Story A based on Model N N N N

A

Story A based on Model Y N N N

A

Story A based on Model Model A: Y N Model A: N N

A & Model B Model B: N Model B: N

Story A based on Model Model A: Y Y Model A: Y Y

A & Model B Model B: N Model B: N

Sharing Stories or Bookmarks

You can share stories or bookmarks, including personal bookmarks.

When viewing a story, you can share stories (and change the story sharing settings) and personal bookmarks. As a story
designer, you can also share a global bookmark for the story.

 Tip
Another way to share the stories is to publish them to a catalog (select the menu option Publish to Catalog ). For
detailed publishing information, see Publishing Content to the Catalog.

Modify Share Settings

Sharing Personal Bookmarks

Sharing Stories
1. To share stories (and global bookmarks), do one of the following:

On the Files page (from main menu, Browse Files ), select the check boxes for all stories that you want to share
and then select Share . The story sharing dialog appears.

With a story open, choose Share .

2. Add Users or Teams: add all the users that you want to share with. You can either type a username or select (Add
usernames or teams) to open a list of available users.

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3. Under Access, select the permissions you want to grant the selected users. By default Read only access is selected.

 Note
Users with read-only access are able to change the variables for the model in the story. Changing the model variables
updates all the charts and tables in the story unless they were overridden. Model variable settings set by the viewer
are not saved.

4. If you want to email people to let them know that you are sharing with them, select Email new recipients.

The check box is selected by default when adding individual users. If you choose to add all of the users, the option is not
available. The users will still receive a noti cation in the system, but they won't receive an email.

An email will be sent the rst time the le is shared with someone. If you later change their access rights, they will
receive a noti cation in the system, but they won't receive an email.

5. (Only available in Edit mode) Select Apply Global Bookmark Default, and then select a bookmark to use.

6. Select Share to share with the selected users.

 Note
When users tap the web sharing link from their mobile device (the link they get when you share a story with them), after they
authenticate on the mobile browser, they are prompted to open the story in the Mobile App.

Modify Share Settings

Modifying the share settings allows you to grant custom share permissions to all users, teams, or individual users.

 Note
You can only modify the sharing settings for a single story. To set permissions for multiple stories, select stories, then set
permissions in the Access list in the Share Story dialog.

1. On the Files page (from main menu, Browse Files ), select the check box for a story.

2. Select Share .

3. Select one user or select all users that the story has been shared with.

4. (Optional) Select Add Users and Teams, and choose individual teams or users from the list, then assign permissions to
teams or users.

5. Select Share.

When you share the selected story, the settings you saved will be applied.

 Note
The settings are only saved for an individual story. If you select a different story, you will need to save new share settings.

Sharing Personal Bookmarks

When viewing a story, you can share your personal bookmarks.

1. From the menu, select (Bookmark) Open Saved Bookmark .

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2. In the My Bookmarks area, select a personal bookmark and then select (Share).

3. Add Uses or Teams: add all the users that you want to share with. You can either type a username or select (Add
usernames or teams) to open a list of available users.

4. Select Share.

Related Information
Managing Stories
Stories
Bookmarking Story Views
Publishing Content to the Catalog

Working with SAP BW Dynamic Filters

You can use SAP BW's BEx query dynamic lters for charts and tables in your story.

When you add a BW dynamic lter to your story, it affects both charts and tables.

You can add or update a dynamic lter in two ways:

From the story variable dialog

1. With your story open, in the Data area in the toolbar, select (Edit Prompts), and choose the data source with the
prompts you want to edit.

2. In the Set Variables dialog, scroll to the bottom for the dynamic lter eld.

3. Select the member area, and then select a value from the members.

If you don't modify the lter, and you also don't switch to chart or table level variables, the variables chosen from the story level
will update the previously generated dynamic lter.

From the chart or table variable dialog

1. With your story open, in the Data area in the toolbar, select (Edit Prompts), and choose the data source with the
prompts you want to edit.

2. Select (Edit Table Prompts) under the table or chart name, and then select Set Chart Variables or Set Table
Variables.

3. In the Set Variables dialog, scroll to the bottom for the dynamic lter eld.

4. Select the member area, and then select a value from the members.

Variables chosen from the chart or table variable dialog will overwrite the chart or table lter whether or not you modify the
chart or table. Also, the chart or table lter values will be projected back to the variables when the chart or table variable dialog
is opened, if you choose to use chart or table level variables.

 Note
Variables may accept a single value, multiple single values, or ranges. However, range or variable values set with mixed
operators are currently not supported. In this case, the dynamic lter is not displayed.

Effect of changing a lter

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You can change the lter for either a chart or a table, but once you do that, the object that you updated will no longer be
affected by changes to the “global” dynamic lter.

Setting Variables in the Variable Dialog Using the Clipboard

Import values, such as IDs from an Excel le, via copy and paste.

You want to add variables to your story and have listed IDs of variables or value ranges in an Excel le beforehand. Now you
would like to import the IDs to SAP Analytics Cloud.

Importing Values from Excel to the Clipboard

1. Open the variable dialog with (Edit Prompts) and click (Clipboard).

2. Mark the complete list with IDs in your Excel le and copy them. Paste the IDs into the clipboard.

3. Click OK. You will see the variables listed in the variable dialog.

 Note
If your list contains invalid IDs, they will not be imported.

Importing Range Values from Excel to the Clipboard

You can also import value ranges from an Excel le.

1. Open the variable dialog with (Edit Prompts) and click (Clipboard).

2. Mark the cells in your Excel le that you would like to import. Copy and paste the values into the clipboard.

 Note
The individual values need to be separated with commas or semicolons.

3. Click OK. You will see the ranges displayed in the variable dialog.

Working with the Member Selector of the Variable Dialog

There are several options you can use in the member selector of the variable dialog.

Selecting either Unbooked or Booked Members

You can enter values either by writing them directly into the eld or by selecting them from the member selector.

If you use the member selector, you will see booked values only. However, if you look for a certain value in unbooked mode, type
its key directly into the eld.

Attributes in the Member Selector

Attributes help you nd the members you want to select as variable values.

In the variable dialog, click (Value Help) to open the member selector. There you can select several attributes, for example
region or country. Selecting these attributes adds columns with the corresponding information about the members into a table.

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Select the members from the table that you want to use as variables in your story.

 Note
To use this feature with SAP BW, you need to have version SAP BW 7.50 and apply the following SAP Notes:

2906044

2839707

2847470

Related Information
SAP Note 2838418

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