Table of Contents

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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
1.1.1 Data
32
1.1.2 Visualizations and Stories
33
1.1.3 Sharing
35
1.2 SAP Lumira Suite
36
1.2.1 SAP Lumira, Discovery Edition
36
1.2.2 SAP Lumira, Designer Edition
37
1.2.3 SAP Lumira, Server Edition
38
1.3 SAP Lumira and SAP’s Business Intelligence Portfolio
38
1.3.1 SAP’s BI Portfolio
39
1.3.2 Client Portfolio Conversion Strategy
40
1.3.3 Content Creation and Consumption
42
1.3.4 Interoperability
44
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
3.1.1 Data Source
68
3.1.2 Recently Used
68
3.1.3 Local Documents
69
3.1.4 SAP BusinessObjects BI Platform
70
3.2 Menu
71
3.2.1 Home
72
3.2.2 File
72
3.2.3 Edit
76
3.2.4 Data
76
3.2.5 Help
78
3.2.6 Preferences
80
3.2.7 Extensions
84
3.2.8 Exit
85
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
4.3.1 Create a Date/Time Hierarchy
100
4.3.2 Create Measure
102
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
5.4.1 Direct Connection to SAP BW
125
5.4.2 Connection via Managed OLAP Connection on SAP BusinessObjects BI Platform
130
5.4.3 SAP BW Limitations
132
5.5 SAP HANA
136
5.5.1 Direct Connection to SAP HANA
137
5.5.2 Connection via Managed OLAP Connection on SAP BusinessObjects BI Platform
142
5.6 Universe
144
5.7 Query with SQL
149
5.7.1 Supported SQL Drivers
149
5.7.2 Installing and Uninstalling a Driver
152
5.7.3 Creating a Dataset
154
5.8 Dataset Refresh and Edit
158
5.8.1 Refreshing a Dataset
159
5.8.2 Editing Connection Parameters
160
5.8.3 Editing Dataset Acquisition Details
162
5.9 Summary
165
6 Live Data
167
6.1 SAP BW
168
6.1.1 Direct Connection to SAP BW
169
6.1.2 Connection via Managed OLAP Connection on SAP BusinessObjects BI Platform
171
6.2 SAP HANA
173
6.2.1 Direct Connection to SAP HANA
175
6.2.2 Connection via Managed OLAP Connection on SAP BusinessObjects BI Platform
177
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
8.1.1 Dimensions
190
8.1.2 Measures
193
8.2 Hierarchies
194
8.2.1 Geographic Hierarchies
194
8.2.2 Date/Time Hierarchies
201
8.2.3 Custom Hierarchies
202
8.3 Calculated Objects
204
8.3.1 Calculated Dimension
204
8.3.2 Formula Syntax and Functions
207
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
9.2.1 Using the Chart Builder
238
9.2.2 Chart Properties
240
9.3 Visualization Formatting
245
9.3.1 Colors Palette
245
9.3.2 Visualization Properties
246
9.4 Reference Line
249
9.5 Conditional Formatting
251
9.6 Summary
254
10 Crosstabs
255
10.1 Creating a Crosstab
255
10.1.1 Adding a New Crosstab
255
10.1.2 Formatting
256
10.2 Analysis Options
259
10.2.1 Sorting
260
10.2.2 Totals
260
10.2.3 Filtering
262
10.2.4 Drilling
263
10.2.5 Swap Axes
264
10.3 SAP BW and SAP HANA Live Data
264
10.3.1 Hierarchy
265
10.3.2 Attributes
266
10.3.3 Suppress Zeros in Rows/Columns
266
10.3.4 Compact Display in Rows/Columns
266
10.3.5 Add Dynamic Calculation
267
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
15.1.1 Esri Online Map
310
15.1.2 Offline Map
311
15.1.3 Customized Online Map
312
15.2 Setting Up a Geo Map
312
15.2.1 Choropleth
313
15.2.2 Bubble
313
15.2.3 Marker
314
15.2.4 Pie
315
15.3 Summary
316
16 Filters
317
16.1 Filtering Data in Datasets
318
16.2 Filtering Data in Visualizations
320
16.2.1 Adding Filters
320
16.2.2 Filtering on Measures
324
16.2.3 Interacting with Filters
325
16.2.4 Selecting Data Points
326
16.2.5 Filtering Using Hierarchies
328
16.2.6 Ranking
331
16.2.7 Linked Analysis
334
16.3 Filtering Data in Stories
336
16.3.1 Applying Filters
336
16.3.2 Interacting with Filters
338
16.4 Using Controls
338
16.4.1 Add Controls to the Canvas
339
16.4.2 Edit Controls
345
16.4.3 Delete Controls
345
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
18.2.1 Define Dataset Links
356
18.2.2 Create Visualization
359
18.2.3 Linking Dataset During Visualization Creation
361
18.3 Summary
362
Part IV: Sharing
363
19 Sharing Stories
365
19.1 Local
365
19.2 SAP BusinessObjects BI Platform
368
19.2.1 Saving a Document
369
19.2.2 Opening a Document
371
19.3 Summary
372
20 Exporting Data
373
20.1 Export to PDF
373
20.2 Export Records
375
20.3 Export Datasets
376
20.3.1 Export as File
376
20.3.2 Publish to SAP HANA
377
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
21.4.1 Downloading SAP Lumira, Server Edition
387
21.4.2 Installation on a Windows Platform
390
21.4.3 Modifying, Repairing, or Removing the Server
393
21.5 Configuring the SAP BusinessObjects BI Platform
394
21.5.1 Enable SAP HANA HTTP Connection
394
21.5.2 Creating an SAP HANA HTTP OLAP Connection
395
21.5.3 Creating an SAP BW OLAP Connection
397
21.6 Sizing
399
21.6.1 Users
399
21.6.2 Quick Sizer
400
21.7 Single Sign-On
404
21.8 Managing Content on the SAP BusinessObjects BI Platform
406
21.8.1 Authorization
407
21.8.2 Bookmarks
411
21.8.3 Auditing
414
21.8.4 Lifecycle Management
416
21.8.5 Managing Extensions
418
21.9 Summary
420
22 Using SAP Lumira Content in the BI Launchpad
421
22.1 Interacting with Stories
422
22.1.1 Opening an SAP Lumira Document
422
22.1.2 Interacting with an SAP Lumira Document
424
22.1.3 Working with Data Sources
425
22.1.4 Saving a Document
426
22.1.5 Refreshing Data
426
22.1.6 Generating OpenDocument Links
428
22.1.7 Using Bookmarks
430
22.2 Sharing and Scheduling
432
22.2.1 Sharing
432
22.2.2 Scheduling
434
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
23.3.1 Generic Mobile Category
439
23.3.2 Specific Mobile Categories
441
23.4 Native and HTML Modes
443
23.5 Using Content in the Mobile App
445
23.5.1 Running an SAP Lumira Story
446
23.5.2 Collaboration Features
451
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
24.5.1 Editing
470
24.5.2 Data Sources
470
24.6 Summary
470
Appendices
471
A Converting SAP Lumira 1.x Documents to SAP Lumira 2.1
473
A.1 Prerequisites
473
A.2 Convert Local Document
474
A.3 Convert Document on SAP BusinessObjects BI Platform
476
A.4 Limitations
481
B Software Development Kit
483
B.1 Development Tools
483
B.2 Visualization SDK
485
B.3 Data Access SDK
488
C The Authors
489
Index
491