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Step by Step procedure to work with SAP Lumira

Step by Step procedure to work with SAP Lumira

 

SAP Lumira is a reporting platform to make users to access data and independently perform analysis. This document explains a step by step procedure along with snapshot to work with SAP Lumira. Before starting with this document it’s recommended to read through help.sap about “SAP Lumira".

 

SAP Lumira Trail version can be downloaded from below link.

http://global.sap.com/campaign/ne/free_trial/visual_intelligence/wty_int_visual_intelligence.epx

Note: SAP Lumira 32 bit product of version 1.14.0 is used for this exercise.

 

And in market we have different versions, SAP Lumira tool has versions from 1.0.2 to 1.15.0.

http://scn.sap.com/docs/DOC-26507

 

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How to use SAP Lumira? The below exercise provides an explanation with simple example.

The Lumira is user friendly and works adhoc with four simple steps.

 

 

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Step by Step:

Prepare: The “Prepare” is the first phase in Lumira where the data is prepared/formatted to the require format

  1. After installing the product in system the shortcut icon will be created in desktop.

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The product can be launched via this icon.

2. To create a new Dataset, Click on File/New and select the source type from the popup.

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Note: Excel file source type is selected for representation purpose.

3. On Next, you can locate the Source data file.

The below embedded file is example source data used for this exercise.

 

 

 

The preview of selected source data file is displayed, Here the required columns can be selected/deselected and name for “Dataset” can be given.

 

4. By clicking on “Advanced options” in the same window, the data selection or hidden columns can be selected.

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5. By click “Create” the Dataset is created on given name.

6. Now the created Dataset is displayed on Prepare tab ,

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7. By clicking on “Options” icon 5.2.jpg, the operations like Sort, Filter, Format, Hide, Merging, and Hierarchy creation….etc can be done.

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Note: To explain the option, the Geography hierarchy is created on Country (2) field of the Dataset.

7.1, Click on “Create a geographic hierarchy” and “By Names”

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7.2, Confirm.

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Note: The hierarchy should be in Green (Solved) status else edit the data settings accordingly.

 

Visualize: The “Visualize” is the second phase where the data is given the required structure for reporting/analysis.

 

Once Dataset is created automatically system moves from Prepare tab to Visualize tab or by manually clicking on “Visualize” tab from header part of the screen the visualization area is launched.

  1. Select any chart type which you want to use for visualization.

Note: Geo chart is selected for below Visualization explanation with example “Sales by country”

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2, Select the X and Y axis for graph, as geographic chart is used for representing the Value and attribute needs to be set.

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By clicking on “Add” icon the values/attribute can be selected.

Amount is used as “Value” and Geography hierarchy created during “Prepare” phase is used as “Attribute”.

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3.Thus the graph is generated. Then right click (Context menu) on graph and click on “Choose Legend Item Colors” to use desired colors.

 

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Legend colours can be set here.

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4. After required configuration is done, Save the graph.

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Thus Geographic graph of Sales distribution across country is ready.

5. By clicking on “Add” icon many graphs can be created on single Dataset.

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Note: For better understanding one more  graph type (Pie chart) is explained below with example of “Sales by Category”.

6, Select Pie chart from “Chart family”

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7. Select Measures and Attributes by clicking on “Add” icon.

 

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8. After required configuration, Save the graph.

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Note: The Graphs are saved in Graph gallery and it will be displayed at bottom of window as shown below.

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9.Any filter can be applied on the generated chart by clicking on Attribute value at Graph.

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10.One more “Columnar chart “is created with example “Sales by Material” to better tell the “Story”

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Compose: This is the assembly phase where the multiple Visualization created can be assembled into one “Story board”.

1, Click on “Compose” tab from header and click “New Story”

 

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2, Now by Drag drop the charts created at “Visualize phase” can be embedded into Board.

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3.The multiple charts can be embedded into one Board at desired location (It works in Grid model).

 

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4.Fit the Graphs at desired location and name your Board

 

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5.If required, Attributes can be added into “Controls part” to provide flexibility on data selection/filter.

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and Save it.

Thus the Story Board is ready for Story telling on the Business happening with enriched representation.

 

Share: The Story, Chart created in the Lumira can easily be shared/published to different targets.

 

Click on “Share” tab from the header to launch Publish screen.

1.    1. The created Board/Story is ready to share.

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2.     2. By clicking on desired Share option the story would be published to recipients.

 

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The below tables explains the available “Share” options.

 

Charts sharing: The Charts can be shared.

·         By e-mail

·         Save document on file system.

·         Save document to the SAP Lumira Cloud.

·         Print

 

 

“Story Board” sharing: The “Story Board” can be directly published into “SAP Lumira Cloud”.

 

Datasets sharing:  The Dataset sharing can be shared by different method.

·         Export

·         Publish to SAP HANA

·         Publish to SAP Stream work

·         Publish to SAP Explorer

·         Publish to Lumira cloud

 

Congrats! You have learnt how to work with SAP Lumira.

 

Reference:

1.       http://help.sap.com/saphelp_lumira114/helpdata/en/e7/8a1fe080b7101487253286b0e91070/frameset.htm

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