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Create Your First Story

Create your first story and import a dataset
You will learn
  • How to create a story
  • How to import and add data to a story
  • How to Geo enrich and create hierarchies in a dataset
katmchengKatryn ChengMay 5, 2022
Created by
andrewliu-SAP
March 18, 2022
Contributors
andrewliu-SAP

Prerequisites

  • You have access to an SAP Analytics Cloud account
  • Download this sample dataset that details the products, sales, and Geo codes for a fashion retail store.
  • Please use the latest version of Google Chrome or Microsoft Edge to access your SAP Analytics Cloud

Welcome back! Congratulations on learning how to explore a sample story in the previous tutorial group.

For these tutorials, pretend that you are a business analyst for a retail company. You’ve been asked to analyze the latest sales data and decided to go a step further and create an interactive sales dashboard with the features and capabilities of SAP Analytics Cloud.

By the end of this tutorial group, you will have a sales dashboard that looks like this:

Sneak peak

  • Step 1

    Stories represent the dashboard and reporting features of SAP Analytics Cloud and provide you with a way to bring data and visualizations together to tell the story of your business.

    You can create a story with a template or from scratch. With a template, the theme, branding, layout, and object placeholders are already in the story to help you build your story faster. When building from scratch, you can choose to begin blank with a Responsive page, Canvas page, Grid page, or from a Smart Discovery. Click here to learn more.

    We will focus on creating a responsive story page.

    1. In Stories from the Main Menu/Navigation bar, click Responsive

    Navigate

    2. Select Classic Design Experience, then Create New

    Story Types

    The Optimized Design Experience improves performance within SAP Analytics Cloud stories and enables content within an SAP Analytics Cloud story to load faster, but not all features and story options will be available in the Optimized Design Experience features. A new tutorial will be created in the future for Optimized Designed Experience stories.

  • Step 2

    The first step to creating a story is to import data.

    3. Click the Data tab in the top left of your screen

    Data tab

    Users may choose to import data from a file, acquire data from a source/connection, or use data acquired from an existing model or dataset.

    4. Select Data uploaded from a file, then import the sample dataset found above in prerequisites

    Add data

    5. Make sure to select Use first row as column headers

    6. Click Import

    Import

    By default, importing data directly into a story will embed the data and model into the story. The model will not appear in the folder list for use with other stories unless you explicitly select Convert to Public Dataset in the Data > Grid View. Click here to learn more.

  • Step 3

    Once your data is successfully imported, you are shown a summary of the imported data and then brought to the wrangling and modeling view, where you can further enhance your data and define your model.

    Sampled Data

    For performance reasons, wrangling and modeling is done only with a subset of the imported dataset. A sample size of 2000 rows is used, and any changes made to the sampled data is applied to the complete dataset during dataset creation.

    Dataset

    On the Dataset overview panel on the right, you will see that the measures and dimensions are automatically identified from the imported dataset. SAP Analytics Cloud automatically identifies whether a column is a measure or a dimension. However, it is always good practice to review the data to ensure the measures and dimensions are correctly identified.

    In this case, we need to adjust the latitudes and longitudes from measures to dimensions.

    To change a measure to a dimension:

    7. Hover over the CountryLongitude measure and click on the … menu option

    8. Click Change to a Dimension

    Measure to a Dimension

    9. Do the same and change CountryLatitude, CityLongitude, and CityLatitude from measures to dimensions

    Measure to Dimension rest

    Now that they are dimensions, we can Geo enrich them. Click here to learn more.

  • Step 4

    Geo enriching is the process of turning raw coordinate data into identifiable geographies so that SAP Analytics Cloud can visualize the data in a Geo map.

    Let’s enrich and turn the Country and City coordinates into location dimensions.

    10. Select the CountryLatitude column, then click the Geo Enrich By icon > Coordinates

    11. Rename the dimension name to Country_Location

    Geo Enrich Coordinates

    After enriching the Country coordinate, you will see a new column added with both the Country Longitude and Latitude as one dimension.

    12. Repeat the same process for the City coordinates and call the Dimension name City_Location

    Enrich Cities

    Lastly, let’s enrich our Regions, Countries, and Cities by Area Name.

    13. Click on the Geo Enrich By icon > Area Name

    14. Select the Geo hierarchy Region > Country > City

    Geo Enrich Area Names

    Click here to learn more.

  • Step 5

    Let’s now create a product hierarchy to enable drill-down.

    15. In the toolbar, select the Level Based Hierarchy icon

    Level Based Hierarchy icon

    16. In the Hierarchy Builder, select Product Category as the first level, Product Line as the second, and Product Name as the third

    17. Click OK

    Level Based Hierarchy

    SAP Analytics Cloud then recognizes this hierarchy and allows you to drill up and down between Product Categories, Product Lines, and Product Names within charts. Click here to learn more.

    It is best practice to save regularly. Before moving on, click Save.

  • Step 6

    In the question area below, pick one multiple choice answer and then click Submit Answer.

    Which of the following is considered a measure?

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