NEW OpenSAP Sac1 Week 1 BI Script W Advanced 3

 

 

openSAP Intelligent Decisions with S SAP AP Analytics Cloud  Cloud   BI script w advanced  advanced   PUBLIC

 

 

Before You Start

Note, to find solutions to the exercises in this document, go to Home > Browse > Files

Choose the following folders: Public > openSAP > Week 1 and Week 2 > Stories & Digital Boardroom

In this folder you will find the solutions to the exercises presented below. Each story represents a completed section of this script and is named accordingly. When working with completed stories, please do not use the original file. Instead, use Save as, to create your personal copy of the story.

2

 

 

Secti Se ction on 1.3 1.3 Impor t Data, Data, Explor ation and Creati Creating ng your First Stor y 1. Drag and drop the dataset into Prepare Model box

2. Select the Sales  Agent First First Name column first 3. While holding down Ctrl, select Sales  Agent Second Second Name column

4. Click on the transformations and select the suggested ‘Concatenate columns with “ “’

function

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5. Double-click on the newly created column name and rename it to “Sales  Agent”. 6. Hit ‘Enter’. 

7. Under Actions section in the toolbar, select “Geo Enrichment”.

Choose the ‘Coordinates’

option.

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8. Select ‘Country’ dimension under Location ID

9. Select ‘Create’ 

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10. Delete ‘Longitude’ and ‘Latitude’

dimension columns

11. On the right-hand side panel, select the Transform Log to see your latest changes

12. Under Mode section in the toolbar, select ‘Data Exploration’ 

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13. Select the Order Value measure from the Measures column

14. Click on the Show Dimensions Add icon and check the ‘Show All’ box 

15. Select the ‘Customer Status’

dimension by clicking on the column header

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16. Create a filter by selecting ‘Prospect’

dimension member from the ‘Customer Status’ column

17. Deselect ‘Prospect’ by clicking on it again to remove the filter

18. Select the ‘Bar/Column (AutoSuggested)’ Sugges ted)’ field fi eld to

change chart type 19. Hover over ‘Charts’ 

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20. Hover over ‘More’  21. Select ‘Pie’ 

22. Switch back to the ‘Auto-Suggested’ chart type

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23. Hover over the ‘Customer Status’

column and select ‘…’ icon to Access

Other Interactions 24. Select ‘Show Measure’ and select ‘Accounts’ 

25. Select ‘Order Value’ and click OK 

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26. Deselect ‘Customer Status’ dimension and select ‘Product’

27. Click the ‘Copy to New Canvas Page’

to move the chart to the dashboard page

28. Select Add icon from the toolbar and choose ‘Shape’ 

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29. Choose a shape and click Insert

30. Resize the shape by selecting the bottom right corner of the widget

31. Overlay the shape over the chart

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32. Left click, hold and select both widgets 33. Group widgets together by using a keyboard shortcut: Ctrl + G

34. Select the shape and open the Styling panel 35. For Pixel perfect precision, change the X position of the shape to 83 pixels and press Enter

36. Click out and select both objects 37. Use keyboard shortcut Ctrl + C to copy

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38. Add a new Responsive Page

39. Paste copied items by using Ctrl + V shortcut

40. Delete the shape widgets by selecting the widgets and selecting icon from the the bin quick action menu

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41. Select the bar chart and move it to the lane on the right

42. Select the left edge of the right lane and drag it to the left to resize the lane

43. Grab and drag the bottom right corner of the bar chart to make it larger

44. Add a table from the Insert section of the toolbar

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45. In the builder panel, select add measure/dimension under row. Select Order ID dimension

46. Hover over the  Accountt Column  Accoun 47. Select the filter icon on the Accounts Column and select  All Members 48. Click OK

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49. Close the Builder Panel by selecting the ‘Designer’

50. Select the lane and click on the add icon 51. Choose ‘Add lane above’ 

52. Select the top lane 53. Add a new chart by selecting the chart icon under ‘Insert’

section of the toolbar

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54. Move the chart widget to the right side of the page

55. Add a measure to the chart and select ‘Units Sold’ 

56. Switch the chart type to numeric point chart under ‘Indicator’ chart

group

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57. Resize the chart to a smaller size by selecting and dragging the edge of the widget

58. Open more actions via the chart quick actions bar 59. Hover over the Show/Hide options

60. Deselect Chart Title and Chart details

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61. Close the Designer Panel and move the chart to the very right of the page

62. Copy the chart with the Ctrl + C shortcut or by using the copy/paste actions from the chart quick action bar

63. Paste the chart into the same lane using the Ctrl + V keyboard shortcut or by using the copy/paste menu found under the ‘File’ section of the

toolbar 64. Paste the same chart again and move all widgets to the right-hand side of the page

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65. Open the Builder panel for one of the pasted numeric point charts 66. Remove the ‘Units Sold’ measure from

the chart by selecting the X icon

67. Select ‘Add

Measure’ and choose the ‘No of

Customer Meetings’ measure 

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68. Select the other pasted chart 69. Remove the ‘Units Sold’ measure by

selecting X 70. Select ‘Add Measure’ and choose the ‘Order Value’ measure 

71. Select ‘Page 3’  72. Select ‘Rename’ 

73. Rename Page 3 to “Overview” and

click OK

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74. Select ‘Page 1’ and choose ‘Delete’ 

75. Confirm your action by selecting ‘Delete’ 

76. Select ‘Page 2’ and choose ‘Delete’ 

77. Select the disc icon from the ‘File’ section of the toolbar to save your story 78. Select Save As

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79. Under My Files, create a new folder by clicking on the folder icon

80. Name your new folder with your name

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81. Select the folder you have just created

82. Rename your story to “Sales

 Analysis_You  Analys is_Yourr Initials”  83. Hit OK

 Advanded  Advande d (Optional) (Optional) 84. Add a new responsive page, where the advanced steps will be completed

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85. Rename the page to Advanced 86. Click OK

87. Set the page as hidden

88. Add a new chart from the Insert section of the toolbar 89. Expand the Comparison chart group on the Builder panel, and select Waterfall

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90. Add Order Value as a measure and Date as the dimension

91. Switch to the green and red color palette for your chart

92. Grab the bottom right corner of your chart and drag to expand it

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93. Select the 2018 bar and select expand, to find out more about the financial performance in 2018 on a quarterly level

94. Add a new chart from the Insert section of the toolbar 95. Add Order Value as a measure Product as a and dimension

96. Expand the Distribution chart group and change the chart type to Heat Map

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97. Grab the bottom right corner of your chart and drag to expand it

98. Add Customer Segment under Yaxis dimension

99. Select the righthand lane and move it underneath the left-lane

100. Add a table to the bottom lane from the Insert section of the toolbar

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101. Add the following dimensions under Row: Order ID, Product, Sales  Agent

102. Hover over the  Accountt under  Accoun measure and select the filter icon

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103. Deselect the No Customer Meetings measure and select Order Value 104. Click OK

105. Close the Designer Panel 106. Grab the bottom right corner of your table and drag to expand it

107. Center the table on the bottom lane

108. Don’t forget to save your progress

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Section 1.4 Calculations, Linked Analysis and Input Controls 1. Add a page filter filt er by selecting the add input control icon from the insert section of the toolbar 2. Move the filter filt er token into the lane below

3. Click on the page filter token and select Dimension

4. Choose Date dimension and filter by member

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5. Expand the All node and 2019 node

6. Choose Q1 of 2019 and click OK

7. Select the bar chart and select ‘add a measure’ in the

builder panel

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8. Choose Create new Measure Input Control

9. In the pop-up window, choose Alland Account Members click OK

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10. Remove the Order Value from the chart by clicking on the X next to the measure name in the builder panel

11. Select and drag the new measure input control token and place it directly underneath your Date Page filter

12. Grab and drag the bottom right corner of the token to expand control the measure input

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13. Double click on the measure input control header to rename it. Type “Measure”

as your new header and hit Enter

14. Select the bar chart and remove the Product dimension from the chart by clicking on the X

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15. Select Add Dimension and choose Create New Dimension Input Control

16. Select All Dimensions and click OK

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17. Select and drag the new dimension input control token and place it directly underneath your measure input control

18. Grab and drag the bottom right corner of the token to expand the dimension input control

19. Change the selection of your dimension and measure input controls to Customer Segment and Units Sold respectively. 20. See your chart update with the corresponding values

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21. Select the dimension input control, click on the ‘…’

(more actions) and select ‘Edit Input Control’ 

22. Deselect ‘Date’ and ‘Order ID’ dimensions dimensions 

23. Select the table and ‘Add Measures/Dimensions’ under ‘Rows’ in the builder

panel

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24. Select the ‘New Dimension Input Control’ to include it in your table structure

25. Make the following selection for your measure and dimension input controls: choose ‘Product’ as your dimension and ‘Order Value’

as your measure

26. Select the bar chart and select Linked Analysis from the toolbar

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27. Choose the ‘Linked item set + This chart’ option and check the ‘Filter on datapoint selection’ box 

28. Click Done

29. Select the C900 Bike bar. Observe as other charts affected by the C900 bike filter

30. Click away form the C900 bike bar to remove the filter

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31. To set up a table linked analysis, select your table and choose linked analysis from the toolbar

32. Choose the ‘Linked item set + This chart’ and check the ‘Filter on datapoint selection’

box 33. Click Done

34. Choose Order number 1049 to create an order filter for all other widgets on the page

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35. Don’t forget to save your progress before you move on

Secti Se cti on 1.4 1.4.2 .2 - Ca Calcul lcul ations

1. Select the ‘No of Customer Meetings’ numeric point

chart and open the builder panel

2. Select Add Measure and choose Create Calculation

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3. Choose ‘Aggregation’  calculation type

4. Choose ‘Count Dimension’  operation

5. Select ‘Order ID’ as your dimension

6. Name your calculation as

“Count of Orders” and hit OK 

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7. Remove the ‘No Customer Meetings’ measure from the

chart by clicking on the X

8. In the builder panel hover over the Count of Orders measure with your cursor and select More (…) 

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9. Select Format

10. Type “0” for the number of decimal places

11. Uncheck Use unitbox of and underlyingthe measure click OK

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12. Select the bar chart and choose add measure in the builder panel 13. Select Create Calculation

14. Select “Calculated Measure’ as your calculation type

15. Name your calculation “Discounted Amount” 

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16. Start typing “Order Value” and select the corresponding measure from the auto-complete list

17. Type in “*” , followed by “(( 100 - ” 

18. Select ‘Create New’ under Input Controls on the righthand side

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19. Switch to ‘Static List’ 

20. Click into the ‘Values’ dropdown and select the ‘By Range’ option 

21. Type in “1” as your minimum   value and “50” as your

maximum value and click OK

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22. Click OK

23.  After the “-“, start typing “Calculation Input Contro Control” l”

and select the Calculation Input Control 1 from the auto-complete list

24. Type in the following “ ) / 100)”  25. Click OK

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26. Grab and drag the bottom right corner of the Calculation input control to expand it

27. Select the bar chart 28. Remove the Discounted  Amount measure measure from the chart by selecting X

29. Add a new chart from the toolbar and place it next to the Calculation Input Control

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30. Change chart type to ‘Numeric Point’ 

31. Under ‘Primary Values’ in the builder panel, select ‘Add Measure’ and choose the ‘Discounted Amount’

measure under ‘Calculations’ 

32. Move the slider of the input control to 25 to see the numeric point chart update accordingly

33. Don’t forget to save your progress

 Advanced (optional) (optional) – Filters and Input Controls  34. Open the Advanced page and create a page filter from the Insert section of the toolbar

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35. Add a new lane to the left of the top lane

36. Resize it to be smaller by grabbing the outer edge of the lane

37. Move the filter token you created from the bottom of the page into the left-hand top lane

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38. Select the page filter token and choose measure

39. Select Order Value measure

40. At the top of the Measure Range filter settings, select the dimension context dropdown and choose Order ID

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41. Define the range by selecting the ‘greater than’

option

42. Type in “15,000” as your measure value to have the page filtered to all orders that exceed 15,000 in order value OK 43. Click

44. Let’s now create a dynamic time filter. Select story filter icon under the Tools section of the toolbar 45. Select the filter token and choose the Dimensions

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46. Select the date dimension and choose Filter By Range

47. Switch to Dynamic

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48. Choose Current Year under granularity

49. Click OK

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50. Let’s convert this filter from story level to page level filter. Select the date filter from the filter bar. 51. Choose Convert to Page Filter 52. Click OK

53. We do not want the time page filter to affect all charts on the page. To configure the page filter, select the Date filter 54. Select Input Control Configuration

55. Switch to Only selected widgets

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56. Select the Heat Map and the table widgets 57. Check the ‘Automatically connect newly created widgets’  58. Click Done

59. Select the table and double click on the table header 60. Name your table “Sales  Analysis for “ 

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61. Let’s add Dynamic text to the table header. Under More Actions for the table, select Add Dynamic text

62. Under Input Controls, select Date 63. Click Create

64. Let’s further enhance our table by adding hyperlink filter. Select the table and under more actions, select Hyperlink

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65. Expand the Link to dropdown 66. Select External URL

x 67. Type in the following URL: www.google.com/search?q=   www.google.com/search?q= 

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68. Type into the External URL field and select Product

69. Select the Product dimension token, to ensure Description is being passed into the hyperlink

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70. Label the URL “Product search”   71. Check the “Open in New Tab” box  72. Click Done

73. Select the Hyperlink token in table details and select “Show Hyperlinks in Table” 

74. Select the C900 bike product to open a new browser tab to search for the product

75. Save your progress

 Advanced (Optional) (Optional) - Calculations Calculations 

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76. Select the Heat map and open the builder panel 77. Under the Comparison chart group, select Stacked Bar/Column chart

78. Remove Product from dimension, by selecting the x

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79. Select the Date dimension instead

80. Select the hierarchy icon on the date dimension

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81. Select Level 3 to see data on the quarterly level

82. Hover over the Order Value measure on the builder panel. Select the More (…) icon 83. Select Add Time Calculation and choose Year to Date

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84. Remove the Order Value measure by selecting the X

85. Select the Table and select add Measure/Dimensions under Rows

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86. Select Create Calculated dimension

87. Choose Measure -Based dimension

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88. Select Units Sold as your mesaure

89. Select Sales Agent as your Dimension Context

90. Name your Member “high” and type the lower bound to be “2,000” 

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91. Add a new member

92. Name the member “Medium” and type in the lower bound to be “1,000” and upper bound “2,000” 

93. Add a new member

94. Name the member “Low” and type the upper bound to be “1000”  95. Name your calculated dimension as  “Sales Agent Performance”

96. Click OK

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97. Save your progress

Secti Se ction on 1.5 Advanced Chart Charts: s: Ge Geo, o, R Visu Visu aliza alizatio tio ns and More 1.  Add a ‘Geo Map’ Map’ onto the page page by selecting selecting the + icon under the insert section of the toolbar

2. Move the geo map above above the table

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3. Select  Add  ‘Add Layer  Layer ’ 

4. Select the pen icon to add a model

5. Select the Sales Analysis model and and click OK

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6. Select ‘Add Location Dimension’ and choose ‘Location’ dimension 

7. Select ‘Add Measure/Dimension’ under ‘Bubble Color’ and choose the ‘Units Sold’

measure

8.  Add measure measure under under ‘Bubble Size’ and and select ‘No Customer Meetings’ as your measure  

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9. Change Bubble Size to 35%

10. Expand the ‘Bubble Color’ settings and change the opacity to be 70%

11. Click OK

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12. Under ‘Base Layer’ in the builder panel, select the map icon and choose the ‘Transparent Dark Grey’ base layer  

13. Expand the Base Layer settings and change the opacity to 25%

36. With the geo map is selected, open the linked analysis settings from the toolbar and choose the ‘Linked item set + This chart’ and check the ‘Filter on datapoint selection’ box 

37. Click Done

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14. Choose one of the bubbles on the map to see more information about that location on the dashboard

15. Add an R Vizualisation by selecting the + icon from the Insert section in the toolbar

16. Select ‘Add Input Data’ in the Builder Panel  

17. Click on ‘Add Dimension’ and choose the ‘Customer’ dimension.

18. Click away and select OK

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19. Select Add Script on the Builder Panel

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20. Type in the following in the Editor section: # load package library(wordcloud) # get words words Week 1 and Week 2 > Models 41. Select SAC_Shipping Routes

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42. Expand the Layer type drop-down and choose a Flow layer

43. Select the Original Location as Depot and Destination Location as CustomerLocation dimension 44. Choose flow colour to be Days Shipment to Receive 45. Click OK

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46. Add another layer

47. Add Depot as the location dimension 48. Choose Order Volume as Bubble Size 49. Click OK

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50. Rename Layer 1 to Shipping Routes and Layer 2 to Depot by clicking on the layer name

51. Save your progress

Secti Se ction on 1.6 - Thresholds, Threshol ds, Variances, Variances, and Conditi Conditional onal Formatti ng 1. Select ‘Sales Agent’ as your dimension in the Dimension input control

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2. Select the bar chart and select sorting via the quick action bar 3. Choose ‘Measure’ and apply a ‘Highest to Lowest’ sort 

4. Select the bar chart and in the more actions, choose ‘Add Variance’ 

5. Choose ‘Add Version/Time’, choose ‘Date’ dimension 

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6. Expand the ‘Display Options’ menu 

7. Under ‘Show Difference as’, check the ‘Percentage’ box and

choose decimal places to 1

8. Uncheck the ‘Numeric’  box

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9. Under ‘View Variance as’, choose ‘Data Label’ 

10. Click OK

11. Choose the Numeric Point chart at the top of the dashboard and under more actions, choose ‘Add Variance’ 

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12. Choose Add Version/Time, choose ‘Date’ dimension 

13. Expand the ‘Display Options’ menu 

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14. Under Show Difference as, check the ‘Percentage’ box  15. Uncheck the ‘Numeric’ box 16. Click OK

17. Select the table and open the Styling panel

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18. Change the table template to ‘ReportStyling’ under the Table

Properties section. Click OK.

19. Close the Designer panel

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20. Select the ‘No Customer Meetings’ column 

21. Right Click on the column header and select ‘Thresholds’. 22. Choose ‘New Threshold’ 

23. Select the green scare under ‘Ranges’ and

choose red circle

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24. Type in “10” as your Max value

25. Select the threshold name and rename it to “Number of Required Meetings” 

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26. Click Apply

27. Open the styling panel

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28. Under Table Properties section, expand the Threshold Style dropdown and select ‘Symbol’ 

29. Close the Styling panel

30. In the toolbar, select select Conditional Formatting

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31. Select  Assign  ‘Assign Colors’ 

32. Expand the ‘Dimension’ dropdown and choose ‘Customer Status’

dimension

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33. Check the box for Prospect and select the color icon

34. Choose red color for prospect dimension member 35. Select Apply

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36. Select Done

 Advanced (Optional) (Optional)  37. Navigate to the Advanced Geo page 38. Add a new table by selecting the table icon from the Insert section of the toolbar 39. Move the table into the bottom left lane

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40. In the builder panel, change the table model 41. Click OK

42. Select other model

43. Navigate to Public> openSAP> Week 1 and Week 2 > Models 44. Select Sales Targets model

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45. Under Rows, Add Product Dimension

46. Hover over the Account token and select the filter icon.

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47. Select the Target Units sold measure 48. Click OK

49. Select Add Linked Models under the Data Source section of the Builder panel

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50. In the Link Dimensions menu, choose the second model to be Sales  Analysis

51. Select Product dimension for both models

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52. Select the More icon under the Sales Targets model Matched dimension and select to link on ID 53. Click Set

54. Under Columns, select to  Add Measures/Dimensions

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55. Choose Sales Analysis

56. Select Account

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57. Hover over the Account token and select the filter icon 58. Select Sales Analysis

59. Select Units Sold measure 60. Click OK

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61. Select Units Sold and Target Units Sold columns 62. Right click on the select columns 63. To add a quick calculation, choose Add Calculation > Subtract > Single

64. Rename the Subsrtact column by double clicking on the cell 65. Rename the column to “Delta” 

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66. Right-click on the Delta column 67. Select In-Cell Chart

68. Open the Builder Panel

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69. Select the Comparison Chart Group 70. Select Variance Bar

71. Resize the left-hand lane to be larger

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72. Resize the table by selecting the bottom right corner of the table

73. Save your Progress

Secti Se cti on 1.7 – 1.7 – The  Themin min g and Styli Styli ng 1. Select the bar chart and open the Builder panel

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2. Under the Color section, expand the color palette drop-down and select the last color palette

3. Select the top lane and open the styling panel

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4. Under ‘Page’ section, choose the color icon. Expand the More option

5. Select the blue section of the color bar and pick a blue shade. Alternatively, type in the following Hex code: 0565af

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6. Select the bottom right lane and choose a white lane background color

7. Select the bottom left lane and choose a light grey color

8. Select a numeric point in the top lane and change the font colour to white. 9. Do the same for all other numeric point charts in the lane

10. In the t he toolbar’s Insert section, choose add then ‘Image’ 

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11. In the Builder panel, select upload icon

12. Choose the BestRunLogosmall.png file provided along with the script

13. Select the uploaded image under ‘Image Library’ 

14. Grab and drag theimage bottomto right corner of the resize it to a smaller size

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15. Select the numeric point chart from the top lane and open the styling panel

16. Under ‘Number Format’, expand the ‘Scale’

dropdown and choose the ‘Auto-formatted’ option 

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17. Expand the ‘Scale Format’ dropdown and choose ‘k, m, bn’ option 

18. Change the number of decimal places to 1

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19. Close the Designer Panel

20. Select the Geo map and under More actions choose ‘Show/Hide’  

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21. Deselect all options, but ‘Legend’  

22. Under the File section of the toolbar, select the wrench icon and choose ‘Preferences’ 

23. Under ‘Tile Settings’,

expand the ‘Default Color Palettes’ ‘Standard’ option,

and select the last nondefault palette. 24. Click OK

25. Under the File section of the toolbar, select the disc icon and select ‘Save as Template’ 

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26. Rename template to “BestRun Template_YourInitials”   27. Select your folder under ‘My Files’ as file destination 

28. Select OK

29. Under the ‘Format’ section of the ‘More’ toolbar, select ‘Layouts’. See your newly

saved template as one of the template options

Secti Se cti on 2.1 – 2.1 – Augm  Augm ented ented Analytic s: Smart Smart Assist Feature Features s 1. From under the ‘Insert’ section of the toolbar, add a chart to the page

2. Move the chart to the bottom of the page

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3. Open the builder panel

4. Add a measure and select the measure input control you have created earlier, called ‘Measure’ 

5. Add a dimension and select the ‘Customer Segment’

dimension

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6. Open ‘Search to Insight’ 

7. Type in “Show order value”  8. Hit Enter

9. Continue typing “by product”   10. Hit Enter

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11. Continue typing “for last year” 

12. Delete “for last year” and instead type in “as a pie chart” 

13. Select the copy icon for the ‘Show Order Value by Product’ pie chart 14. Select ‘Copy To’ ‘Overview’

page

15. Exit Search via the top left corner button

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16. Move the chart to the bottom of the page

17. Change your measure and dimension input control selection to ‘Units Sold’ and ‘Product’ respectively respectively

18. Select your bar chart and under More actions, choose ‘Add Smart Insights’  19. Smart Insight will be added to the footer of your chart

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20. Select the ‘Customer Status, Current Customers’ blue text in the generated smart insight

21. Select the second insight

22. Click Done

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23. Select the pie chart and open the Builder Panel

24. Change the type to the ‘Time Series’ chart under ‘Trend’ 

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25. Select the ‘Date’ dimension under ‘Time’ 

26. Remove ‘Product’ dimension from color

27. Grab and drag the bottom right corner of the timeseries chart to make it larger

28. From the quick actions bar for the timeseries chart, select ‘Automatic Forecasting’ 

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29. From the toolbar, select ‘Smart Discovery’  30. From the Smart Discovery side panel, click on ‘Select a Measure/Dimension’, and

choose Order Value 31. Hit Run

32. Navigate from from the ‘Overview of Order Value’ to the ‘Simulation’ page to see

what dashboard Smart Discovery has generator for you

33. Save your progress

Secti Se cti on 2.2 – 2.2 – Collabora  Collaboration tion 1. Under the ‘File’ section of the toolbar, select the share button

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2. Share a story with the “TEST” user   3. Click Share

4. Select the bar chart and add a comment from the quick action bar

5. Type in “This is a great insight”  6. Select Place Comment

7. Under ‘Format’ section of the ‘More’ toolbar, select ‘Device Preview’ 

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8. Expand the ‘Device’ dropdown and select ‘Phone’ 

9. Open the designer panel

10. Select the Count of Orders numeric point chart

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11. On the right-hand side panel, drag the font scale to 60%

12. Deselect the Device Preview mode icon from the toolbar to exit

13. Select your bar chart and open the Builder Panel

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14. Scroll down the Builder Panel and check the ‘Enable Explorer’ box 

15. Save your story and switch to view mode

16. From the chart quick action bar, select the Explorer icon

17. Select ‘+ New View’ 

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18. Switch the chart type to heat map

19. Select ‘Show Dimension’ and choose ‘Show All’ 

20. Deselect current dimension by selecting the highlighted header

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21. Select ‘Customer Segment’ and ‘Customer Status’

headers

22. Select ‘View 1’ at the top and select Edit

23. Rename this view to “Details” and check the

default box

24. Select the ‘Exit Explorer Mode’ button  25. Select the bookmark icon from the toolbar

26. Select ‘Bookmark Current State’ 

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27. Name the bookmark “My Preferred Story View” and check the

default box 28. Hit Save

29. Select the geo map and choose the pin icon

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Secti Se ction on 2.3 - Digit al Boardro om and Mobil e Now that you have analyzed and created various dashboard, you want to consolidate all the pages into a single digital boardroom presentation. However, as the pages are within different stories, you will need to bring in both stories into a single boardroom presentation and group them into related topics. In this section, 2 new stories have been prepared and you can import them to create a Digital Boardroom as shown in the following steps. Alternatively, you can use your own stories created in the previous sections to create a Digital Boardroom. 1. Click the Main Menu icon 2. Hover over Create and click Digital Boardroom

3. Name it DIBO_[your_name] 4. Click OK

5. Click Dashboard

6. Click the Import icon

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7. Select Digital Boardroom Story 1 in the path: Public > openSAP > Week 1 and Week 2 > Stories & Digital Boardroom > Digital Boardroom Starting Stories 8. Click Import

9. Click the Import icon again

10. Select Digital Boardroom Story 2 in the path: Public > openSAP > Week 1 and Week 2 > Stories & Digital Boardroom > Digital Boardroom Starting Stories 11. Click Import Import

12. In the canvas name the topic Overview 13. Press Enter on the keyboard

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14. Expand Digital Boardroom Story 2

15. Click and Hold the Overview Page 16. Drag the Overview Page to the Overview Topic 17. Drag the Product Analysis Page to the Overview topic

18. Expand Digital Boardroom Story 1

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19. Click and Hold the Financials Page 20. Drag the Financials Page to the middle of the Overview Topic

21. Click the Add Topic icon

22. Name the topic Shipping and Transactional 23. Press Enter on the keyboard

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24. Drag the Shipping and Region Page to the Shipping and Transactional Topic

25. Expand Digital Boardroom Story 2 26. Drag the Transactional Overview Page to the Shipping and Transactional Topic

27. Click the Add Overview topicTopic icon under the

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28. Click and drag the topic canvas to move items so all are viewable 29. Name the Topic HR 30. Press Enter on the keyboard

31. Drag the HR Overview Page to the HR Topic 32. Drag the Employee Age Overview Page to the HR Topic 33. Drag the Salary Overview Page to the HR Topic

34. Click Save

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35. Click the Digital Boardroom Preferences icon

36. In the Layout section click on Enable Preview

37. Click on Context Menu 38. Click and Hold the Maximize icon 39. Drag and drop the Maximize icon onto the existing Preferences icon below

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40. Click Action Bar 41. Click and Hold the Meeting Minutes icon 42. Drag it to the left of the Pin icon below 43. Click Apply

44. Click on Designer to open the Designer Panel 45. Switch to the Style Panel

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46. Click the Open Theme Preview icon

47. Expand Theme 48. Click Digital Boardroom Dark

49. Click Designer to collapse the Designer Panel 50. Click Save

51. Click the Filter icon

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52. Click the HR Topic header

53. Click the Add Topic Filter icon. 54. Click SAC_PACIFICA_ORDER_FINANCE

55. Click BIDEMO

56. Click Dimensions

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57. Click Department

58. Click Sales 59. Click OK

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60. Click Close at the bottom

61. Click the Navigation icon

62. In the canvas click the Overview page to select it

63. In the Navigation panel click + Add Jump Target

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64. Click on “Enter a label” and name the label HR

65. Expand Topic 66. Click HR

67. Expand Page 68. Click HR Overview

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69. Click + Add Jump Target

70. Name the label Shipping

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71. Expand Topic 72. Click Shipping and Transactional

73. Expand Page 74. Click Shipping and Region

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75. Click on Financials Page in the canvas to highlight it

76. In the Navigation panel, click the New Jump Point icon to the right of Tile

77. Scroll down 78. Click the Bar/Column Chart 79. Click Add

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80. Name the Jump Shipping

81. Expand Topic 82. Click Shipping and Transactional

83. Expand Page 84. Click Shipping and Region

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85. Click on Apply Selected Dimension as a Filter. 86. Click Close

87. Click Save

88. Click the Start Presentation icon

89. Right-click on the page and select maximize in the pop-up menu to go to single screen view

90. Right-click on the screen again. 91. Click the Jump To icon. 92. Click Shipping

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93. Right Click on the screen 94. Click the Jump To icon 95. Click Back

96. Click the Next Page icon > in the lower-left edge of the screen

97. Click the column in 2018 for Soft Drinks 98. Click the Jump To icon

99. Right-click on the screen and click the Jump To icon. 100. Click Back

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101. Hover over the bottom of the Digital Boardroom Presentation to raise the action bar 102. Click the Meeting Minutes icon

103. Click the Add New Meeting Minutes icon at top-left

104. 

Type in "Overall the company is going in the right direction. We need to focus on improving the Sales Revenue for Soft Drinks." 

105. 106.

Click Publish Click the Close Meeting Minutes icon “X” at top -right

107. 108. icon

Click the Main Menu icon Click the Exit Presentation

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