Introduction

23

Target Group and Prerequisites

23

Structure of the Book

23

Additional Resources

27

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

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

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

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