SAP Lumira, Discovery Edition
The Comprehensive Guide
1st Edition
Published on 28. March 2018
Book
Hardback
498 pages
978-1-4932-1612-3 (ISBN)
Description
Are you looking for a better approach to data visualization? Learn what tools SAP Lumira, discovery edition gives you to create interactive charts and infographs! Start by acquiring your data, either offline or live, and explore the available data manipulation actions. Next, create charts, from heat maps and scatter plots to bubble charts and geo maps. Export your data, integrate with SAP BusinessObjects BI, and take a look at your mobile options to get the most out of SAP Lumira, discovery edition!
Highlights include:
Installation and configuration
Visualizations
Stories
Data acquisition
Data manipulation
Data filtering
Chart creation
Exporting data
SAP BusinessObjects BI
More details
Persons
Author
Xavier Hacking is an SAP BI specialist from Eindhoven, the Netherlands, and works as a consultant for Interdobs. He has a master's degree in Industrial Engineering and Manage-ment Science from the Eindhoven University of Technology. He has worked with a wide range of products from the current SAP BW and SAP BusinessObjects BI toolsets, with a focus on dashboard development within SAP environments.
Content
... Foreword ... 19
... Acknowledgments ... 21
... Introduction ... 23
... Target Group and Prerequisites ... 23
... Structure of the Book ... 23
... Additional Resources ... 27
... Part I: Getting Started ... 29
1 ... Introduction to SAP Lumira, Discovery Edition ... 31
1.1 ... Self-Service Business Intelligence ... 32
1.2 ... SAP Lumira Suite ... 36
1.3 ... SAP Lumira and SAP's Business Intelligence Portfolio ... 38
1.4 ... Summary ... 45
2 ... Installing SAP Lumira, Discovery Edition ... 47
2.1 ... License Model and 30-Day Trial ... 47
2.2 ... System Requirements ... 50
2.3 ... Downloading SAP Lumira, Discovery Edition ... 51
2.4 ... Installing SAP Lumira, Discovery Edition ... 55
2.5 ... Uninstalling SAP Lumira, Discovery Edition ... 59
2.6 ... Updating SAP Lumira, Discovery Edition ... 61
2.7 ... Tracing ... 63
2.8 ... Summary ... 66
3 ... SAP Lumira, Discovery Edition Interface ... 67
3.1 ... Home Page ... 67
3.2 ... Menu ... 71
3.3 ... Data View ... 86
3.4 ... Design View ... 87
3.5 ... Preview ... 90
3.6 ... Toolbar ... 90
3.7 ... Comparing SAP Lumira 1.x and SAP Lumira 2.x ... 92
3.8 ... Summary ... 94
4 ... Creating Your First Story ... 95
4.1 ... Creating a New Story ... 96
4.2 ... Analyzing Data ... 97
4.3 ... Data Preparation ... 99
4.4 ... Creating a Visualization ... 104
4.5 ... Finalizing Your Story ... 107
4.6 ... Sharing Your Story ... 109
4.7 ... Summary ... 110
... Part II: Data ... 111
5 ... Data Acquisition ... 113
5.1 ... Microsoft Excel ... 114
5.2 ... Text ... 117
5.3 ... Windows Clipboard ... 121
5.4 ... SAP BW ... 124
5.5 ... SAP HANA ... 136
5.6 ... Universe ... 144
5.7 ... Query with SQL ... 149
5.8 ... Dataset Refresh and Edit ... 158
5.9 ... Summary ... 165
6 ... Live Data ... 167
6.1 ... SAP BW ... 168
6.2 ... SAP HANA ... 173
6.3 ... Summary ... 179
7 ... Data Analysis ... 181
7.1 ... Data View ... 182
7.2 ... Grid View ... 183
7.3 ... Facet View ... 185
7.4 ... Summary ... 188
8 ... Data Manipulation ... 189
8.1 ... Objects ... 190
8.2 ... Hierarchies ... 194
8.3 ... Calculated Objects ... 204
8.4 ... Data Actions ... 219
8.5 ... Merging Datasets ... 223
8.6 ... Appending Data ... 227
8.7 ... Configuring Auto-Enrichment ... 229
8.8 ... Summary ... 231
... Part III: Data Visualization and Stories ... 233
9 ... Chart Creation ... 235
9.1 ... Chart Canvas ... 235
9.2 ... Chart Builder ... 238
9.3 ... Visualization Formatting ... 245
9.4 ... Reference Line ... 249
9.5 ... Conditional Formatting ... 251
9.6 ... Summary ... 254
10 ... Crosstabs ... 255
10.1 ... Creating a Crosstab ... 255
10.2 ... Analysis Options ... 259
10.3 ... SAP BW and SAP HANA Live Data ... 264
10.4 ... Summary ... 269
11 ... Comparison Charts ... 271
11.1 ... Bar Chart ... 271
11.2 ... Column Chart ... 274
11.3 ... Marimekko Chart ... 274
11.4 ... Radar Chart ... 276
11.5 ... Tag Cloud ... 277
11.6 ... Heat Map ... 278
11.7 ... Numeric Point ... 279
11.8 ... Summary ... 280
12 ... Percentage Charts ... 281
12.1 ... Pie Chart ... 281
12.2 ... Donut Chart ... 283
12.3 ... Stacked Bar Chart ... 284
12.4 ... Stacked Column Chart ... 286
12.5 ... Funnel Chart ... 287
12.6 ... Summary ... 288
13 ... Correlation Charts ... 289
13.1 ... Scatter Plot ... 289
13.2 ... Scatter Plot for Time Series ... 291
13.3 ... Bubble Chart ... 292
13.4 ... Bubble Chart for Time Series ... 294
13.5 ... Network Chart ... 294
13.6 ... Tree ... 295
13.7 ... Summary ... 296
14 ... Trend Charts ... 297
14.1 ... Line Chart ... 297
14.2 ... Stacked Area Chart ... 300
14.3 ... Waterfall Chart ... 301
14.4 ... Box Plot ... 302
14.5 ... Parallel Coordinates Chart ... 303
14.6 ... Combination Chart ... 304
14.7 ... Summary ... 306
15 ... Geographic Visualizations ... 309
15.1 ... Online versus Offline Maps ... 309
15.2 ... Setting Up a Geo Map ... 312
15.3 ... Summary ... 316
16 ... Filters ... 317
16.1 ... Filtering Data in Datasets ... 318
16.2 ... Filtering Data in Visualizations ... 320
16.3 ... Filtering Data in Stories ... 336
16.4 ... Using Controls ... 338
16.5 ... Summary ... 346
17 ... Story Formatting ... 347
17.1 ... Story Pages ... 347
17.2 ... Text Boxes ... 349
17.3 ... Images, Illustrations, and Shapes ... 350
17.4 ... Background ... 351
17.5 ... Summary ... 352
18 ... Linking Datasets ... 353
18.1 ... Linking versus Merging ... 353
18.2 ... Creating Dataset Links ... 356
18.3 ... Summary ... 362
... Part IV: Sharing ... 363
19 ... Sharing Stories ... 365
19.1 ... Local ... 365
19.2 ... SAP BusinessObjects BI Platform ... 368
19.3 ... Summary ... 372
20 ... Exporting Data ... 373
20.1 ... Export to PDF ... 373
20.2 ... Export Records ... 375
20.3 ... Export Datasets ... 376
20.4 ... Summary ... 382
21 ... Integrating SAP Lumira with SAP BusinessObjects BI Platform ... 383
21.1 ... Overview ... 383
21.2 ... Deployment Scenarios ... 385
21.3 ... System Requirements ... 386
21.4 ... Installing SAP Lumira, Server Edition ... 387
21.5 ... Configuring the SAP BusinessObjects BI Platform ... 394
21.6 ... Sizing ... 399
21.7 ... Single Sign-On ... 404
21.8 ... Managing Content on the SAP BusinessObjects BI Platform ... 406
21.9 ... Summary ... 420
22 ... Using SAP Lumira Content in the BI Launchpad ... 421
22.1 ... Interacting with Stories ... 422
22.2 ... Sharing and Scheduling ... 432
22.3 ... Creating a New Story ... 435
22.4 ... Summary ... 436
23 ... SAP Lumira, Discovery Edition on Mobile ... 437
23.1 ... Supported Devices ... 437
23.2 ... Connectivity ... 438
23.3 ... Setting Up the Mobile Category ... 439
23.4 ... Native and HTML Modes ... 443
23.5 ... Using Content in the Mobile App ... 445
23.6 ... Summary ... 453
24 ... Interoperability with SAP Lumira, Designer Edition ... 455
24.1 ... Adding Advanced Features ... 456
24.2 ... Combining Multiple Stories ... 459
24.3 ... Upgrading the Story ... 462
24.4 ... Data Enrichment ... 465
24.5 ... Limitations ... 470
24.6 ... Summary ... 470
... Appendices ... 471
A ... Converting SAP Lumira 1.x Documents to SAP Lumira 2.1 ... 473
B ... Software Development Kit ... 483
C ... The Authors ... 489
... Index ... 491
... Acknowledgments ... 21
... Introduction ... 23
... Target Group and Prerequisites ... 23
... Structure of the Book ... 23
... Additional Resources ... 27
... Part I: Getting Started ... 29
1 ... Introduction to SAP Lumira, Discovery Edition ... 31
1.1 ... Self-Service Business Intelligence ... 32
1.2 ... SAP Lumira Suite ... 36
1.3 ... SAP Lumira and SAP's Business Intelligence Portfolio ... 38
1.4 ... Summary ... 45
2 ... Installing SAP Lumira, Discovery Edition ... 47
2.1 ... License Model and 30-Day Trial ... 47
2.2 ... System Requirements ... 50
2.3 ... Downloading SAP Lumira, Discovery Edition ... 51
2.4 ... Installing SAP Lumira, Discovery Edition ... 55
2.5 ... Uninstalling SAP Lumira, Discovery Edition ... 59
2.6 ... Updating SAP Lumira, Discovery Edition ... 61
2.7 ... Tracing ... 63
2.8 ... Summary ... 66
3 ... SAP Lumira, Discovery Edition Interface ... 67
3.1 ... Home Page ... 67
3.2 ... Menu ... 71
3.3 ... Data View ... 86
3.4 ... Design View ... 87
3.5 ... Preview ... 90
3.6 ... Toolbar ... 90
3.7 ... Comparing SAP Lumira 1.x and SAP Lumira 2.x ... 92
3.8 ... Summary ... 94
4 ... Creating Your First Story ... 95
4.1 ... Creating a New Story ... 96
4.2 ... Analyzing Data ... 97
4.3 ... Data Preparation ... 99
4.4 ... Creating a Visualization ... 104
4.5 ... Finalizing Your Story ... 107
4.6 ... Sharing Your Story ... 109
4.7 ... Summary ... 110
... Part II: Data ... 111
5 ... Data Acquisition ... 113
5.1 ... Microsoft Excel ... 114
5.2 ... Text ... 117
5.3 ... Windows Clipboard ... 121
5.4 ... SAP BW ... 124
5.5 ... SAP HANA ... 136
5.6 ... Universe ... 144
5.7 ... Query with SQL ... 149
5.8 ... Dataset Refresh and Edit ... 158
5.9 ... Summary ... 165
6 ... Live Data ... 167
6.1 ... SAP BW ... 168
6.2 ... SAP HANA ... 173
6.3 ... Summary ... 179
7 ... Data Analysis ... 181
7.1 ... Data View ... 182
7.2 ... Grid View ... 183
7.3 ... Facet View ... 185
7.4 ... Summary ... 188
8 ... Data Manipulation ... 189
8.1 ... Objects ... 190
8.2 ... Hierarchies ... 194
8.3 ... Calculated Objects ... 204
8.4 ... Data Actions ... 219
8.5 ... Merging Datasets ... 223
8.6 ... Appending Data ... 227
8.7 ... Configuring Auto-Enrichment ... 229
8.8 ... Summary ... 231
... Part III: Data Visualization and Stories ... 233
9 ... Chart Creation ... 235
9.1 ... Chart Canvas ... 235
9.2 ... Chart Builder ... 238
9.3 ... Visualization Formatting ... 245
9.4 ... Reference Line ... 249
9.5 ... Conditional Formatting ... 251
9.6 ... Summary ... 254
10 ... Crosstabs ... 255
10.1 ... Creating a Crosstab ... 255
10.2 ... Analysis Options ... 259
10.3 ... SAP BW and SAP HANA Live Data ... 264
10.4 ... Summary ... 269
11 ... Comparison Charts ... 271
11.1 ... Bar Chart ... 271
11.2 ... Column Chart ... 274
11.3 ... Marimekko Chart ... 274
11.4 ... Radar Chart ... 276
11.5 ... Tag Cloud ... 277
11.6 ... Heat Map ... 278
11.7 ... Numeric Point ... 279
11.8 ... Summary ... 280
12 ... Percentage Charts ... 281
12.1 ... Pie Chart ... 281
12.2 ... Donut Chart ... 283
12.3 ... Stacked Bar Chart ... 284
12.4 ... Stacked Column Chart ... 286
12.5 ... Funnel Chart ... 287
12.6 ... Summary ... 288
13 ... Correlation Charts ... 289
13.1 ... Scatter Plot ... 289
13.2 ... Scatter Plot for Time Series ... 291
13.3 ... Bubble Chart ... 292
13.4 ... Bubble Chart for Time Series ... 294
13.5 ... Network Chart ... 294
13.6 ... Tree ... 295
13.7 ... Summary ... 296
14 ... Trend Charts ... 297
14.1 ... Line Chart ... 297
14.2 ... Stacked Area Chart ... 300
14.3 ... Waterfall Chart ... 301
14.4 ... Box Plot ... 302
14.5 ... Parallel Coordinates Chart ... 303
14.6 ... Combination Chart ... 304
14.7 ... Summary ... 306
15 ... Geographic Visualizations ... 309
15.1 ... Online versus Offline Maps ... 309
15.2 ... Setting Up a Geo Map ... 312
15.3 ... Summary ... 316
16 ... Filters ... 317
16.1 ... Filtering Data in Datasets ... 318
16.2 ... Filtering Data in Visualizations ... 320
16.3 ... Filtering Data in Stories ... 336
16.4 ... Using Controls ... 338
16.5 ... Summary ... 346
17 ... Story Formatting ... 347
17.1 ... Story Pages ... 347
17.2 ... Text Boxes ... 349
17.3 ... Images, Illustrations, and Shapes ... 350
17.4 ... Background ... 351
17.5 ... Summary ... 352
18 ... Linking Datasets ... 353
18.1 ... Linking versus Merging ... 353
18.2 ... Creating Dataset Links ... 356
18.3 ... Summary ... 362
... Part IV: Sharing ... 363
19 ... Sharing Stories ... 365
19.1 ... Local ... 365
19.2 ... SAP BusinessObjects BI Platform ... 368
19.3 ... Summary ... 372
20 ... Exporting Data ... 373
20.1 ... Export to PDF ... 373
20.2 ... Export Records ... 375
20.3 ... Export Datasets ... 376
20.4 ... Summary ... 382
21 ... Integrating SAP Lumira with SAP BusinessObjects BI Platform ... 383
21.1 ... Overview ... 383
21.2 ... Deployment Scenarios ... 385
21.3 ... System Requirements ... 386
21.4 ... Installing SAP Lumira, Server Edition ... 387
21.5 ... Configuring the SAP BusinessObjects BI Platform ... 394
21.6 ... Sizing ... 399
21.7 ... Single Sign-On ... 404
21.8 ... Managing Content on the SAP BusinessObjects BI Platform ... 406
21.9 ... Summary ... 420
22 ... Using SAP Lumira Content in the BI Launchpad ... 421
22.1 ... Interacting with Stories ... 422
22.2 ... Sharing and Scheduling ... 432
22.3 ... Creating a New Story ... 435
22.4 ... Summary ... 436
23 ... SAP Lumira, Discovery Edition on Mobile ... 437
23.1 ... Supported Devices ... 437
23.2 ... Connectivity ... 438
23.3 ... Setting Up the Mobile Category ... 439
23.4 ... Native and HTML Modes ... 443
23.5 ... Using Content in the Mobile App ... 445
23.6 ... Summary ... 453
24 ... Interoperability with SAP Lumira, Designer Edition ... 455
24.1 ... Adding Advanced Features ... 456
24.2 ... Combining Multiple Stories ... 459
24.3 ... Upgrading the Story ... 462
24.4 ... Data Enrichment ... 465
24.5 ... Limitations ... 470
24.6 ... Summary ... 470
... Appendices ... 471
A ... Converting SAP Lumira 1.x Documents to SAP Lumira 2.1 ... 473
B ... Software Development Kit ... 483
C ... The Authors ... 489
... Index ... 491