Reading SampleBegin learning how to turn your data into beautiful visualizations and narratives with this selected chapter of Getting Started with SAP Lumira. Discover the capabilities SAP Lumira’s easy-to-use interface which seeks to solve the growing business intelligence requirements of today’s indus-try.

Christian Ah-Soon, Peter Snowdon

Getting Started with SAP Lumira565 Pages, 2015, $69.95/€69.95 ISBN 978-1-4932-1033-6

www.sap-press.com/3645

“Introduction to the SAP Lumira Suite”

Contents

Index

The Authors

First-hand knowledge.

© 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited.

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The SAP Lumira suite is the new analytics tool proposed by SAP that offers self-service data visualization. This chapter provides an introduction into the SAP Lumira suite and its core component, SAP Lumira Desktop.

1 Introduction to the SAP Lumira Suite

The SAP Lumira suite is self-service data-visualization software that allows for eas-ier manipulation, visualization, and sharing of data on a platform or in the cloud.With it, you can analyze trends and share insights into your data via its versatilecomponents; thanks to SAP Lumira Desktop, SAP Lumira Server, and SAP LumiraCloud, this suite has you covered. This suite is intended for anyone who needs toanalyze and manipulate some data, from the student to the data expert in yourcompany. This suite democratizes business intelligence (BI) by allowing anyone tocreate their own analytics easily and for free. SAP Lumira is easy to use, but pro-vides powerful analytical capabilities to address the requirements described pre-viously.

In this chapter, we will discuss the suite itself and the core component of the suite:SAP Lumira Desktop.

SAP Lumira Desktop is a standalone desktop application, whereas the SAP LumiraServer is an enterprise solution, and SAP Lumira Cloud offers virtual sharing with-out physical constraints.

Since its first release in 2012, SAP Lumira Desktop has generated a great interest,which can be measured by its high download numbers. It was initially named SAPVisual Intelligence and positioned as an advanced visualization tool.

SAP Lumira Desktop

Throughout the remainder of this book, the SAP Lumira Desktop application on-premiseis referred to as “SAP Lumira.” SAP Lumira Desktop is explicitly used when it could beconfused with SAP Lumira suite, SAP Lumira Cloud, or SAP Lumira Server.

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Introduction to the SAP Lumira Suite1

In this chapter, we’ll review how organizations’ requirements have evolved andhow SAP Lumira suite and SAP Lumira Desktop address these new requirements.We’ll show you a standard workflow that uses SAP Lumira and then show howthe workflow relates to the SAP Lumira suite that is offered. First, let’s address theevolving requirements for today’s users and data artisans.

1.1 Changing Requirements and SAP Lumira

In this section, we’ll quickly highlight how BI has been changing in recent yearsbefore delving deeper into the SAP Lumira suite. Many of the changing BI require-ments that organizations have are reflected in the SAP Lumira suite.

1.1.1 Requirements and User Expectations

Deploying a BI solution or optimizing its use remains a priority for many compa-nies, but the shifting world and environments have seen the arrival of new play-ers on the market, changing the way everyone interacts with data and businessintelligence. This translates into new requirements and user expectations, includ-ing the following:

� Self-service BIUsers no longer accept the classical BI model in which they needed to wait sev-eral weeks before IT could modify their reports. BI users want to discover dataavailable to them on their own and generate their own reports immediately.

As technology and standards evolve, some users cannot wait for IT products tosupport them, and thus need to be able to extend products themselves.

� Big dataTechnical advancements now allow companies to gather and store a very largeamount of data. Companies that operate worldwide can generate multiple factsthat they need to analyze as a whole. Real-time events can be monitored

Note

SAP Lumira does not replace SAP BusinessObjects BI classical products, such as SAP Busi-nessObjects Web Intelligence, SAP Crystal Reports, SAP Explorer, or SAP Dashboards,but can be used in complement

Changing Requirements and SAP Lumira 1.1

23

through sensors and analyzed in real time or aggregated later on. However,processing such large amounts of data can only be worthwhile if the systemperforms well.

� Geo mapsIn a global world, data may come from different locations, and an easy way todisplay this data is to use a geo map. Users expect the application to embed geo-graphical maps and to locate and display data on those maps, whether the datais attached to a country, a city, or a more specific location.

� PredictiveBusiness intelligence has been used to analyze and report past historical datawith a powerful engine and to aggregate and drill into it with the objective ofimproving enterprise governance and planning future actions. Hence, the nextstep for business intelligence is inferring future trends from past data, which canprovide more insight in order to make decisions more quickly and accurately.

From a deployment point of view, the on-premise model is still a common way touse a piece of software, because the user wants to install applications himself onhis desktop without IT interaction. Nonetheless, new methods have emerged thatare changing the way IT services are provided:

� CloudThe on-demand model, based on cloud infrastructure, offers very good returnon investment, because it reduces administration and deployment costs.Because the services are hosted in the cloud by the service provider, adminis-tration, installation, and upgrade are no longer managed by the user. This alsoavoids heavy infrastructure and hardware management. For this reason, moreand more services are now offered on the cloud.

� MobileWith the emergence of mobile devices, both in our personal and professionallives, our interaction with data has been modified. Mobile devices alloweveryone to access his or her data anytime and everywhere using specificinterfaces and interactions. It is natural to expect BI mobile services to beavailable.

A common factor that links all of these requirements is the need for simplifica-tion, which is a common demand for SAP products. Simplification can include thefollowing elements:

24

Introduction to the SAP Lumira Suite1

� Process simplification, with self-service BI

� Data simplification, to turn big data into aggregated indicators

� Maintenance and installation simplification

� Ease of use with mobile devices, the workflows for which must comply withstandard mobile usage and thus be easy to learn and self-explanatory

Finally, for all customers who have already invested in other SAP systems, it ismandatory to continue to leverage their previous SAP investments: SAP HANA,SAP BusinessObjects BI, and SAP Business Warehouse (BW).

1.1.2 SAP Lumira and the Data Artisan

SAP Lumira suite’s capabilities have constantly been improved to take into con-sideration customers’ new needs and expectations. Today’s business intelligence’scustomers ask for the following:

� Self-service usage and simplicity

� Support for big data

� Predictive analysis, using historical data to predict future data

� Geo mapping, to locate data on maps

It may be that no one is hungrier for these features than company data artisans,better known as those who possess both the technical skills and the businessknow-how to collect large amounts of data and present that data with unique andcompelling clarity. Overall, SAP Lumira is a great option for all those looking toenhance their data.

1.2 Self-Service Business Intelligence with SAP Lumira

Whatever your technical expertise is, you can easily install and use SAP LumiraDesktop. It does not require vast infrastructure, and it can be operational in onlya few clicks.

As shown in Figure 1.1, a typical workflow in SAP Lumira Desktop allows the dataartisan to retrieve data from the data source and generate a dataset, process it, andcreate visualizations. From these visualizations, stories can be created and then

Self-Service Business Intelligence with SAP Lumira 1.2

25

shared through the other SAP Lumira suite components (SAP Lumira Server andSAP Lumira Cloud) or other SAP systems (SAP HANA, SAP Explorer, SAP Stream-Work, SAP BusinessObjects BI 4.1, etc.).

Figure 1.1 Classical Workflow in SAP Lumira

SAP Lumira can be downloaded quickly from the SAP website for free. Oncedownloaded, you can install it yourself without any external interventions.Because SAP Lumira benefits from a short development cycle, new versions arereleased on a regular basis; you can update it easily.

Once installed, it is easy to get started and extract your first data from your datasources without external assistance. You can discover and select your data, createyour dataset, and generate your visualizations and stories.

On the cloud, you can register yourself and try SAP Lumira Cloud for free. It isalso regularly upgraded, allowing you to focus on your functional requirements.

The next sections detail the different steps of the classical workflow for SAPLumira and how it addresses the requirements previously listed.

Datasets

Visualizations

Stories

SAP HANA

Publish

Data acquisition and manipulation

Publish

SAP Lumira Cloud

SAP BI 4.1 with add- on for SAP Lumira

Files

SAP Explorer

SAP StreamWork

SAP Lumira Server

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Introduction to the SAP Lumira Suite1

1.2.1 From Rapid Acquisition

In the SAP Lumira suite, SAP Lumira Desktop allows you to easily retrieve datafrom a wide range of data sources, as shown in Figure 1.2. First, it supports somecommon and popular file formats, such as text or Microsoft Excel files. Access tothese files does not require any drivers or middleware installation.

SAP Lumira Desktop can also access relational databases through SQL directaccess. In addition to classic relational databases, this SQL direct access can also beused to query a HADOOP data source, often used to store big data, or any datasources that expose an OData interface.

In all cases, the extracted data is saved in a dataset, which can be one of the fol-lowing:

� Offline: if saved in the SAP Lumira document

� Online: if accessed directly in the data source

Figure 1.2 Data Source Supported by SAP Lumira Desktop

If you have already deployed an SAP system, you can also use SAP Lumira Desk-top to extract data from it, because it natively supports access to the following SAPsystems:

� SAP HANA

� SAP BusinessObjects BI universes

� SAP BW

Once data is extracted from data sources, SAP Lumira can process the offlinedataset through powerful manipulations and formula engines before using it invisualizations. You may also enrich it by adding additional metadata, such as calcu-

SAP Lumira Desktop

Offline Online

Customdata source

SAPHANA

SAP BWText Excel Clipboard Universe SAPHANA

SQL

Self-Service Business Intelligence with SAP Lumira 1.2

27

lated dimensions, measures, or hierarchies (geography or time). For data sourcesaccessed in online mode, some of these processing options are also available.

1.2.2 To Beautiful and Customizable Visualizations

Once your dataset has been prepared, you create visualizations to graphically dis-play your data. SAP Lumira natively proposes a wide range of charts to cover com-mon situations: column charts, pie charts, line charts, radar charts, tree charts,and so on. For geographical data, SAP Lumira also proposes visualizations withmaps from third-party ESRI for their background and countries, regions, and def-initions from third-party Nokia/Navteq.

Visualizations can be easily mapped to dataset metadata through simple drag-and-drop actions (see Figure 1.3).

Figure 1.3 Vizualisation in SAP Lumira

For more specific needs, you may create your own custom visualization with theSAP Lumira visualization SDK, connect to the SAP Marketplace to purchase customvisualizations created by SAP partners, or get the ones shared by the SAP Lumiracommunity (see Figure 1.4).

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Introduction to the SAP Lumira Suite1

Figure 1.4 Custom Visualization

1.2.3 Gathered Into Narrative Stories

After you have created visualizations, you can use them in stories, graphical andnavigable narratives used to describe your data by grouping charts together to cre-ate a simple presentation.

In stories, the graphical layout organization is important, because it must presentand highlight the visualizations. In stories, visualizations can be enhanced by add-ing text and images.

There are three types of stories:

� ReportsReports can be compared to the reports you can create with classical businessintelligence applications. They can be used to restitute and analyze largeamounts of data. To ease analysis, they can be made interactive through sectionnavigation, as shown in Figure 1.5. Reports are based on only one dataset.

� Interactive boardsInteractive boards are used to create cockpits from which you can monitoraggregated data. In interactive boards, graphical representation is more com-mon than textual figures in order to display information that can be easilygrasped, as shown in Figure 1.6. Like reports, interactive boards are based ononly one dataset. They can be dynamic, thanks to interactive controls.

Self-Service Business Intelligence with SAP Lumira 1.2

29

Figure 1.5 A Report in SAP Lumira

Figure 1.6 An Interactive Board in SAP Lumira

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Introduction to the SAP Lumira Suite1

Figure 1.9 Displaying an SAP Lumira Story on a Mobile Device

1.4 Interoperability with Other SAP Systems

In addition to the SAP Lumira suite, SAP Lumira content can also be shared withother SAP systems in order to favor interoperability between SAP products.

For example, if you have deployed SAP BusinessObjects BI 4.1, then you caninstall its add-on for SAP Lumira. This add-on creates a bridge between your SAPLumira Server and SAP BusinessObjects BI 4.1. You can use the SAP BusinessOb-jects BI 4.1 framework to store, display, secure, and manage SAP Lumira content.If you’ve already set up a security model, then you can inherit from it when inte-grating SAP Lumira with SAP BusinessObjects BI 4.1.

You can also use SAP Lumira Desktop data acquisition and manipulation enginesto extract data from a data source and then publish the generated dataset to otherSAP systems:

Summary 1.5

33

� SAP HANA; in which the dataset is saved as an analytic view.

� SAP Explorer; in which the dataset is saved as an information space data source.

� SAP StreamWork; in which the dataset is saved as a dataset. You can also savevisualizations in SAP StreamWork.

1.5 Summary

The SAP Lumira suite’s popularity can be explained easily: it answers several cur-rent BI requirements and does so for free.

The SAP Lumira suite consists of a set of products and services available on thedesktop, the server, the cloud, and mobile devices. This offering allows you toretrieve data from data sources, turn them into graphical visualizations, and orga-nize them into stories. Such content can be also shared with other SAP products:SAP HANA, SAP Explorer, SAP BusinessObjects BI, and SAP StreamWork.

In the next chapter, we’ll discuss the installation and configuration of SAP LumiraDesktop.

7

Contents

Acknowledgments ............................................................................................ 15Preface ............................................................................................................. 17

1 Introduction to the SAP Lumira Suite ...................................... 21

1.1 Changing Requirements and SAP Lumira ....................................... 221.1.1 Requirements and User Expectations ................................ 221.1.2 SAP Lumira and the Data Artisan ...................................... 24

1.2 Self-Service Business Intelligence with SAP Lumira ....................... 241.2.1 From Rapid Acquisition .................................................... 261.2.2 To Beautiful and Customizable Visualizations ................... 271.2.3 Gathered Into Narrative Stories ........................................ 28

1.3 SAP Lumira Cloud and SAP Lumira Server ...................................... 301.4 Interoperability with Other SAP Systems ....................................... 321.5 Summary ....................................................................................... 33

2 Installation and Configuration of SAP Lumira Desktop ........... 35

2.1 License Model ............................................................................... 362.1.1 Using the 30-Day Trial ..................................................... 372.1.2 Adding a Keycode ............................................................ 37

2.2 Downloading SAP Lumira Desktop ................................................ 392.3 Installing SAP Lumira Desktop ....................................................... 412.4 Uninstallating SAP Lumira Desktop ................................................ 472.5 SAP Lumira Registration ................................................................ 512.6 Updating SAP Lumira Desktop ....................................................... 54

2.6.1 Running Update ............................................................... 542.6.2 Checking for New Updates ............................................... 572.6.3 Automatically Checking for New Updates ......................... 58

2.7 User Interface Presentation ............................................................ 592.7.1 Welcome Page ................................................................. 602.7.2 Rooms ............................................................................. 632.7.3 Menu Bar ......................................................................... 64

2.8 SAP Lumira File Format ................................................................. 652.8.1 File Extensions and Location ............................................ 652.8.2 Creating and Opening Documents .................................... 662.8.3 Saving and Closing Document .......................................... 67

2.9 Setting Preferences ........................................................................ 692.10 Supportability ................................................................................ 71

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Contents

2.10.1 Online Help ...................................................................... 722.10.2 Sending Feedback ............................................................ 722.10.3 Error Messages ................................................................. 742.10.4 Tracing ............................................................................ 75

2.11 Summary ....................................................................................... 77

3 Data Acquisition ........................................................................ 79

3.1 Data Acquisition Overview ............................................................ 793.1.1 Supported Data Sources ................................................... 803.1.2 Acquisition Offline Mode ................................................. 803.1.3 Acquisition Online Mode ................................................. 813.1.4 New Dataset Creation ...................................................... 813.1.5 Active Directory and Single Sign-On ................................. 833.1.6 Data Acquisition Parameters for Automatic Detection

and Performance .............................................................. 843.2 Text Files ....................................................................................... 863.3 Windows Clipboard Copy ............................................................. 893.4 Microsoft Excel .............................................................................. 913.5 Query with SQL ............................................................................. 95

3.5.1 Standard SQL Drivers ....................................................... 963.5.2 Installing/Uninstalling a Driver ......................................... 983.5.3 Creating a Dataset from Relational Databases ................... 1003.5.4 Creating a Dataset from a Hadoop Database .................... 1063.5.5 Creating a Dataset from OData ......................................... 108

3.6 SAP HANA .................................................................................... 1103.6.1 SAP HANA Offline Mode ................................................. 1113.6.2 SAP HANA Online Mode .................................................. 1163.6.3 Answering SAP HANA Variables and Input Parameters ..... 117

3.7 SAP BusinessObjects BI Universes .................................................. 1213.7.1 Universes Support ............................................................ 1223.7.2 Retrieving Data from Universes ........................................ 1233.7.3 Adding Filters ................................................................... 1283.7.4 Answering Contexts and Parameters ................................. 130

3.8 SAP BusinessObjects BW ............................................................... 1343.8.1 Retrieving Data from SAP BW .......................................... 1343.8.2 Answering SAP BusinessObjects BW Variables .................. 137

3.9 Dataset Edit and Refresh ............................................................... 1423.9.1 Editing Data Sources’ Connection Parameters ................... 1423.9.2 Editing Dataset Parameters ............................................... 1443.9.3 Refreshing the Dataset ..................................................... 146

3.10 Summary ....................................................................................... 147

Contents

9

4 Data Manipulation .................................................................... 149

4.1 The Prepare Room ......................................................................... 1504.1.1 Prepare Room Components .............................................. 1504.1.2 Menu Bar ......................................................................... 1514.1.3 Grid View ......................................................................... 1534.1.4 Facets View ...................................................................... 153

4.2 Objects in SAP Lumira ................................................................... 1564.2.1 Dimensions ...................................................................... 1564.2.2 Measures ......................................................................... 157

4.3 Hierarchies in SAP Lumira .............................................................. 1614.3.1 Creating a Time Hierarchy ................................................ 1624.3.2 Geographic Hierarchies by Name ...................................... 1654.3.3 Geographic Geography by Longitude and Latitude ........... 1714.3.4 Custom Hierarchies .......................................................... 173

4.4 Calculated Objects ......................................................................... 1744.4.1 Calculated Dimension ...................................................... 1754.4.2 Calculated Measures ........................................................ 1764.4.3 Formula Syntax ................................................................ 1774.4.4 Formula Examples ............................................................ 1784.4.5 Formula Table .................................................................. 180

4.5 Object Actions .............................................................................. 1884.6 Data Actions .................................................................................. 191

4.6.1 Common Actions ............................................................. 1914.6.2 String Actions ................................................................... 1924.6.3 Numeric Actions .............................................................. 1964.6.4 Date Actions .................................................................... 1994.6.5 Value and Column Actions ............................................... 199

4.7 Filtering and Sorting Data .............................................................. 2014.7.1 Filtering Data in a Column ................................................ 2024.7.2 Displaying Filters in Other Rooms .................................... 2044.7.3 Sorting Data ..................................................................... 205

4.8 Multiple Datasets .......................................................................... 2064.8.1 Adding a Dataset ............................................................. 2064.8.2 Merging Dataset .............................................................. 2074.8.3 Appending Datasets ......................................................... 210

4.9 Configuring Auto-Enrichment ........................................................ 2124.9.1 Enrichment Files ............................................................... 2124.9.2 Versioning Rule ................................................................ 2124.9.3 Enrichment File Format .................................................... 2134.9.4 File Syntax ........................................................................ 214

4.10 Summary ....................................................................................... 216

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Contents

5 Data Visualization ..................................................................... 217

5.1 Visualize Room Overview .............................................................. 2185.2 Building Charts in SAP Lumira ........................................................ 220

5.2.1 Aggregation ..................................................................... 2225.2.2 Legends ........................................................................... 2245.2.3 Trellis ............................................................................... 225

5.3 Charts Types in SAP Lumira ........................................................... 2275.3.1 Column Charts ................................................................. 2275.3.2 Line Charts ....................................................................... 2305.3.3 Pie Charts ......................................................................... 2335.3.4 Geographic Charts ............................................................ 2355.3.5 Map Charts ...................................................................... 2435.3.6 Scatter Charts ................................................................... 2465.3.7 Table Charts ..................................................................... 2485.3.8 Point Charts ..................................................................... 2495.3.9 Special Charts ................................................................... 250

5.4 Measures in Charts ........................................................................ 2575.4.1 Sorting Charts .................................................................. 2585.4.2 Rank Values ..................................................................... 2605.4.3 Add Calculations .............................................................. 2625.4.4 Predictive Calculations ..................................................... 267

5.5 Chart Customization ...................................................................... 2695.6 Filters in Charts ............................................................................. 2715.7 Hierarchies and Navigation in Charts ............................................. 2725.8 Chart Preferences .......................................................................... 2735.9 Visualization Gallery ...................................................................... 2755.10 Related Visualizations .................................................................... 278

5.10.1 Influencers ....................................................................... 2815.11 Summary ....................................................................................... 283

6 Story Composition in SAP Lumira ............................................. 285

6.1 Compose Room Overview ............................................................. 2856.2 Story Anatomy ............................................................................... 2876.3 Creating a Story ............................................................................. 2886.4 Compose Room Organization ........................................................ 2906.5 Interactive Boards .......................................................................... 291

6.5.1 Content Layout ................................................................ 2936.5.2 Entity Actions ................................................................... 2966.5.3 Page Settings .................................................................... 298

Contents

11

6.6 Infographics .................................................................................. 3016.6.1 Infographic Layout ........................................................... 3026.6.2 Organizing Entities ........................................................... 3036.6.3 Resizing and Positioning Entities ...................................... 3046.6.4 Entity Actions ................................................................... 3056.6.5 Moving Sections ............................................................... 3086.6.6 Page Settings .................................................................... 3086.6.7 Refresh Data .................................................................... 3096.6.8 Preview ............................................................................ 311

6.7 Reports ......................................................................................... 3116.7.1 Report Flow Layout .......................................................... 3126.7.2 Using Tables in Reports .................................................... 314

6.8 Customizing Entities ...................................................................... 3156.8.1 Visualizations ................................................................... 3156.8.2 Infocharts ......................................................................... 3186.8.3 Text ................................................................................. 3276.8.4 Images ............................................................................. 3286.8.5 Pictograms ....................................................................... 3316.8.6 Shapes ............................................................................. 3326.8.7 Controls ........................................................................... 332

6.9 Summary ....................................................................................... 337

7 Sharing in SAP Lumira ............................................................... 339

7.1 Share Room Overview ................................................................... 3407.2 Printing Visualizations ................................................................... 3437.3 Sending Visualizations by Email ..................................................... 3457.4 Publishing a Dataset or a Story to SAP Lumira Cloud ..................... 3467.5 Republishing and Scheduling with SAP Lumira Agent .................... 351

7.5.1 Scheduling Documents ..................................................... 3517.5.2 Starting SAP Lumira Agent ............................................... 3537.5.3 Scheduling a Document ................................................... 3537.5.4 Managing All Schedules ................................................... 3577.5.5 Running a Schedule .......................................................... 359

7.6 Saving a Document to SAP Lumira Cloud ....................................... 3607.7 Publishing a Dataset or a Story to SAP Lumira Server ..................... 3637.8 Publishing Datasets to the File System ........................................... 3667.9 Publishing a Dataset to SAP HANA ................................................ 3687.10 Publishing a Dataset to SAP Explorer ............................................. 3717.11 Publishing Datasets and Visualizations to SAP StreamWork ........... 3747.12 Publishing Datasets and Stories to SAP BusinessObjects BI ............ 3777.13 Summary ....................................................................................... 382

12

Contents

8 SAP Lumira Cloud ...................................................................... 383

8.1 SAP Lumira Cloud Access .............................................................. 3848.1.1 License Model .................................................................. 3848.1.2 Creating Your Account from SAP Lumira Cloud ................ 3848.1.3 Creating Your Account from SAP Lumira Desktop ............ 3888.1.4 Account Management ...................................................... 3898.1.5 Log In to SAP Lumira Cloud ............................................. 3898.1.6 Log Out of SAP Lumira Cloud ........................................... 389

8.2 Connecting from SAP Lumira Desktop ........................................... 3908.3 SAP Lumira Cloud User Interface ................................................... 392

8.3.1 General Overview ............................................................. 3928.3.2 My Items Tab ................................................................... 3938.3.3 Searching for Items ........................................................... 3958.3.4 Running Actions ............................................................... 3968.3.5 Settings Tab ..................................................................... 399

8.4 Importing to SAP Lumira Cloud ..................................................... 4028.4.1 Uploading Files or SAP Lumira Documents ....................... 4028.4.2 Importing Data to Create a Dataset .................................. 403

8.5 Visualization and Composition Online ........................................... 4098.5.1 Accessing Online Rooms .................................................. 4098.5.2 Working in the Visualize and Compose Rooms ................. 4108.5.3 Saving Your Stories in SAP Lumira Cloud .......................... 413

8.6 Sharing Resources in SAP Lumira Cloud ......................................... 4148.6.1 Sharing Methods .............................................................. 4148.6.2 Sharing a Resource ........................................................... 4148.6.3 Changing Sharing Options ................................................ 4188.6.4 Accessing a Shared Resource ............................................ 419

8.7 Creating a Team ............................................................................ 4208.7.1 Members Type ................................................................. 4208.7.2 Accessing Team Administration ........................................ 4208.7.3 Inviting and Removing Users ............................................ 4228.7.4 Managing Administrators ................................................. 4238.7.5 Sending Email .................................................................. 4248.7.6 Changing the Team Name ................................................ 424

8.8 Mobile Access ............................................................................... 4268.8.1 Setting Up SAP Lumira Cloud Connection in

SAP BusinessObjects Mobile ............................................ 4268.8.2 Working with SAP BusinessObjects Mobile ...................... 428

8.9 Summary ....................................................................................... 433

Contents

13

9 SAP Lumira Server ..................................................................... 435

9.1 Downloading SAP Lumira Server ................................................... 4369.2 Using SAP HANA for SAP Lumira Server ........................................ 438

9.2.1 SAP HANA Platform Advantages ...................................... 4389.2.2 SAP HANA Requirements ................................................. 4399.2.3 Installing SAP Lumira Server with SAP HANA Studio ........ 4399.2.4 SAP Lumira Server Security ............................................... 442

9.3 SAP Lumira Server User Interface ................................................... 4459.3.1 Log In to SAP Lumira Server ............................................. 4459.3.2 Log Out of SAP Lumira Server .......................................... 4469.3.3 General Overview ............................................................ 4469.3.4 My Items Tab ................................................................... 4479.3.5 Searching for Items .......................................................... 4499.3.6 Running Actions ............................................................... 4499.3.7 Settings ............................................................................ 4519.3.8 Mobile Access .................................................................. 452

9.4 Importing to SAP Lumira Server ..................................................... 4529.4.1 Publishing from SAP Lumira Desktop ............................... 4529.4.2 Importing Data to Create a Dataset .................................. 4539.4.3 Using SAP HANA Dataset ................................................. 454

9.5 Visualization and Composition Online ........................................... 4549.5.1 Accessing Online Rooms .................................................. 4549.5.2 Working in the Visualize and Compose Rooms ................. 4559.5.3 Saving Your Story ............................................................. 456

9.6 Sharing Resources in SAP Lumira Server ........................................ 4579.6.1 Sharing Prerequisites ........................................................ 4579.6.2 Sharing a Resource ........................................................... 4589.6.3 Changing Sharing Options ................................................ 4609.6.4 Accessing a Shared Resource ............................................ 461

9.7 Summary ....................................................................................... 462

10 Integrating SAP Lumira with SAP BusinessObjects BI 4.1 ....... 463

10.1 SAP BusinessObjects BI 4.1 Add-On Overview .............................. 46410.2 Installing and Configuring SAP BusinessObjects BI 4.1 Add-On

in SAP Lumira ................................................................................ 46510.2.1 Downloading the Add-On for SAP Lumira and the

SAP Cryptography Library ................................................. 46610.2.2 Installing on a Windows Platform ..................................... 46810.2.3 Installing the Cryptography Library and Generating

the Assertion Ticket ......................................................... 470

14

Contents

10.2.4 Configuring SAP HANA with an Assertion Ticket .............. 47110.2.5 Creating a User in SAP HANA Dedicated to

SAP BusinessObjects BI 4.1 .............................................. 47410.2.6 Configuring SAP Lumira Server HTTP ................................ 47410.2.7 Configuring SAP BusinessObjects BI 4.1 to

Communicate with SAP HANA ......................................... 47710.3 Importing SAP Lumira Resources into SAP

BusinessObjects BI 4.1 ................................................................... 47910.3.1 Dataset InfoObject ........................................................... 47910.3.2 Story InfoObject ............................................................... 480

10.4 Viewing SAP Lumira Content in SAP BusinessObjects BI Launch Pad ................................................................................ 480

10.5 Central Management Console ........................................................ 48210.5.1 Displaying Stories and Dataset ......................................... 48310.5.2 Managing Datasets in the CMC ........................................ 48310.5.3 Managing Stories in the CMC ........................................... 48410.5.4 Dataset and Story User Security ........................................ 486

10.6 Universe Refresh and Scheduling ................................................... 48610.6.1 Refreshing or Scheduling a Dataset .................................. 486

10.7 Summary ....................................................................................... 488

11 SAP Lumira Software Development Kits .................................. 489

11.1 The VizExtensions Software Development Kit ................................ 49011.1.1 VizExtensions Samples ...................................................... 49011.1.2 VizExtensions Custom Charts ............................................ 49411.1.3 VizPacker ......................................................................... 49411.1.4 Chart Deployment ............................................................ 50211.1.5 Debugging ....................................................................... 51111.1.6 Summary .......................................................................... 513

11.2 The Data Source Software Development Kit .................................. 51311.2.1 Prerequisites .................................................................... 51411.2.2 Talking to SAP Lumira ...................................................... 51511.2.3 SAP Lumira Arguments ..................................................... 51611.2.4 Task Manager Extension ................................................... 51711.2.5 Creating an EXE ................................................................ 52111.2.6 Deployment ..................................................................... 523

11.3 Summary ....................................................................................... 52612 Conclusion ................................................................................. 527

The Authors ..................................................................................................... 529Index................................................................................................................. 531

531

Index

.lums, 46, 66@prompt, 13130-day trial, 3732-bit, 39, 41, 83, 983-D column charts, 23064-bit, 39, 41, 83, 98

A

Action panel, 151Actions, 449

column actions, 199common actions, 191Concatenate, 181convert to text, 189create calculated dimension, 190data actions, 191date actions, 199named group, 180, 196numeric actions, 196string actions, 192value actions, 199

activate.externaldatasource.ds, 514active, 76Active Directory, 83Activity

create, 376Add objects to the folder, 371Add-on, 464Advanced parameters, 102Aggregation, 222, 453

types, 158visualization, 159

alert, 76Amazon Web Services, 36Analytic privilege, 457Analytical views, 110Android, 31API, 501Apple App Store, 426Archive location, 441

Area charts, 232Arguments, 516Assertion ticket, 465, 471Associated values, 156Attribute

abbreviations, 471views, 110

Authentication, 476Authorization level, 457Auto Update Provider, 58Auto-configuration

rules, 215Auto-enrichment, 212Automatic detection, 84Automatic updates, 58Axes, 272

dual axes, 229settings, 317two axes, 233

B

Background image, 299Bar charts, 228, 322BaseGraphic, 501Better integration, 527BEx query, 135BI

future trends, 23BI Launch Pad, 464, 479, 480

SAP Lumira stories, 481Big data, 22, 24BI-LUM-DSK, 72BI-LUM-OD, 72BI-LUM-SRV, 72BO_trace.ini, 75Boolean, 157Box plots, 250Bubble charts, 247, 508

geo bubble charts, 236Bundles folder, 492

532

Index

C

Calculateddimension, 27, 175measures, 176objects, 174

Calculation, 152views, 110

Canvas, 290Cascading list of values, 131Central Management Console, see CMCCentral Management Server, see CMSCharts, 27, 70, 318

anomalies, 246building, 220customization, 269feeder, 70filters, 271hierarchies and navigation, 272measures, 257preferences, 273, 275sorting, 258types, 227zoom, 297

Choropleth chartscustom legend, 237geo choropleth charts, 236

Class, 225Closer integration, 528Cloud, 23, 31CMC, 465, 477, 482

commands, 484, 485home page, 483manage datasets, 483servers list, 477stories, 484

CMS, 477deployment, 469repository, 122, 371, 465, 479rights, 371

Coding, 490Color palette, 70, 274Color picker, 299Color settings, 298colorPalette, 504Column actions, 199

apply to all cells, 199insert at caret position, 200

Column charts, 227, 322line charts, 231

Column types, 153Commands, 484Common actions, 191Complex filters, 128Compose room, 63, 285, 409, 411, 454, 455

entities, 290menu, 288organization, 290

Configuration, 465, 472Connection lists, 143Connection Server, 96, 123Connections, 62, 390Container, 504Contexts, 130Controls, 332

interactive boards, 333reports, 335

Convert Case, 192Convert to Measure, 408Convert to Text, 196count, 160Cross table, 94Cryptography library, 466

installation, 470CSV, 513

file, 86, 366, 393, 406Custom hierarchies, 173

edit, 174

D

Data, 487Data acquisition, 79Data actions, 191Data artisan, 24Data Federator Query Server, 123Data grid display, 151Data manipulation, 149Data menu, 64Data Model tab, 499Data Source

communication with Lumira, 515deployment, 523

Data sources, 80editing, 142licenses, 80

Index

533

Data sources (Cont.)new, 527prerequisites, 514

Data types, 157Data visualization, 217Dataset Selector, 151Datasets, 24, 192, 212, 288, 368, 371, 403,

447adding, 206appending, 210clipboards, 144creating, 81display, 483InfoObject, 479merging, 207multiple, 206properties, 341publishing, 366text files, 86

Date, 157actions, 199formatting, 188

Debugging, 511, 512Delete, 450Delimited By, 87, 405Desktop Synchronization Agent, 351Dimensions, 113, 156

calculated dimension, 175numeric, 115

DIVcontainer, 498

Documents, 66saving, 67

Donut charts, 234, 319Downloading, 39Drill down, 273Duplicate, 276

E

Edit menu, 64Enhanced visualization, 527Enriched metadata, 66Enrichment files, 212, 214

format, 213Enrichment syntax, 213

Enterprise license, 414Entities, 290

customizing, 315visualizations, 315

Entity Picker, 290Errors, 74

messages, 74Esri, 239

choropleth chart, 241map type, 242preferences, 240

execreating, 521testing, 523

Expectations, 22Export as File, 367Extension chart, 493Extensions folder, 491Extract data, 26

F

Facets, 154Facets view, 153Features folder, 492Feedback, 72Feeding panel, 219, 220File

conversion, 67extensions, 65format, 65menu, 64syntax, 214system, 366

Fill, 193Filters, 115, 128, 201, 203, 271

combining, 203crumb, 203display in other rooms, 204global filters, 202, 271predefined filter, 128

Fixed Width, 88Flow.js, 501Forecast, 268Formulas

examples, 178

534

Index

Formulas (Cont.)syntax, 177table, 180

Fotolia, 299Free, 25Functions, 181

AddMonthToDate, 178, 181AddWeekToDate, 181

Funnel charts, 256

G

Gallery, 219, 275chart options, 276

Geo dimensions, 167Geo map, 23, 24

service, 71Geographic charts, 235Geographic information systems

GIS, 239Geographic likeliness, 166Geographical hierarchies, 153, 165, 235

By Longitude/Latitude, 171by names, 166editing names, 170

Global filters, 204, 271Grid view, 153Group by Range, 197

H

Hadoop, 106advanced parameters, 107databases, 80

Heat charts, 243Heat maps, 245HelloWorld, 504Help menu, 65Hierarchical list of values, 131Hierarchies, 27, 161, 272

custom, 173geographic hierarchies, 165level-based, 161time hierarchy, 162

hilo.externalds.folder, 514HiveQL, 106

Home, 60HTML5, 31, 384HTTP, 474

I

IHS, 470Images, 328

size, 329Importing, 402, 452, 453Improved data processing, 527Info, 449Infocharts, 309, 318Infographics, 30, 286, 288, 301

entity actions, 305infocharts, 318layouts, 302moving sections, 308organizing entities, 303page settings, 308preview, 311refresh data, 309resizing and positioning entities, 304

InfoObject, 482datasets, 479stories, 480

InfoProviders, 135Information Design Tool, 122Information space, 373Information spaces

launch indexing, 371In-memory database, 110Input parameter, 117Installation, 35, 41, 465Installation Manager, 48Integration, 463Interactive boards, 28, 287

entity actions, 296layouts, 291page settings, 298resizing, 295sections, 294

Interactive control, 28Interoperability, 32Interval expression, 120iOS, 31iPad, 426

Index

535

J

JAR, 99, 521JavaScript

libraries, 513JDBC, 96

driver properties, 102Join, 208

inner join, 210left outer join, 209types, 208

K

keep, 76Kerberos, 83Keycode, 37, 52

file, 39

L

Launch4j, 521Layout Design tab, 496, 499Legends, 224, 272

custom, 237custom color, 238legend feed, 224

libsapcrypto.so, 467Licenses, 36, 37, 384

Enterprise license, 384Free license, 384personal edition, 37price, 36standard edition, 37

Line charts, 230, 326column charts, 231

Linear regression, 268List of prompts, 133List of values, 131Local filters, 271Locale, 400log_dir, 76log_ext, 76Lumira Story, 480LumiraService, 464

M

Mail, 345Mailing list, 401Main, 517Map charts, 243

heat maps, 245tree maps, 244

Max retrieval time, 126Max rows retrieved, 126Measures, 113, 154, 157, 221, 257

calculations, 262creating, 160sorting, 258

Microsoft Excel, 26, 91, 366, 394, 403, 453datasets, 93

Microsoft PowerPoint, 394Middleware, 26, 98Mobile, 23

access, 452MongoDB, 513Moving average, 265Multicolumn list of values, 131Multiple expressions, 121My Items, 61, 461

N

Navigation, 272Network, 71Network charts, 255New requirements, 527Node, 464Nokia, 27Number formatting, 188Numeri points, 250, 324

formatted, 326Numeric, 157

actions, 196Numerical data, 250

O

Object Picker, 150, 156, 188, 218Objects, 156

actions, 188calculated objects, 174

536

Index

Objects (Cont.)excluded objects, 280measures, 157Privilege, 457semantic objects, 157

OData, 26, 96, 98, 108connection parameters, 109

Offline mode, 26, 80Offline parameter, 85OLAP engine, 110Online help, 72Online mode, 26, 66, 81Online parameter, 85On-premise, 23Opacity, 301

P

Page settings, 298Parallel coordinates charts, 257Parameters, 76

BO_trace.ini, 76connection parameters, 142

Percentage, 267Personal Edition license, 37Pictograms, 323, 331

properties, 331Pie charts, 233

3-D pie chart, 235geo pie charts, 238

Point charts, 249numeri points, 250

Port, 476Predict room, 63Predictive, 23

calculations, 267functions, 268menu, 267

Preferences, 55, 69Prepare room, 63, 150, 191

menu bar, 151Prerequisites, 42, 457Preview, 311Printing, 343println, 519Product Availability Matrix, 39Prompts, 137

Proxyconfiguration, 54HTTP, 71service, 478

Publicaccess, 457data, 222

Publish dataset as, 375, 376Publishing, 368

SAP Lumira Server, 453

R

Radar charts, 217, 253Range

expression, 121Ranking, 128

rank values, 260Rapid acquisition, 26Recurrence

options, 351Refresh, 146, 486Refresh data, 309Register, 51Related visualizations, 278Relational database, 26, 95, 110render.js, 503

parameters, 504Reports, 28, 288, 311

flow layout, 312tables, 314

Requirements, 22Resources

private, 419public, 419sharing, 414, 458, 461

RESTful web service, 377Retrieve data, 24Retrieve duplicate rows, 126Returning data, 518Right

Add objects to the folder, 371, 377Create and edit query on this universe, 123Data access, 123Manage information spaces: Create a new

information space, 371

Index

537

Right (Cont.)Manage information spaces: Launch indexing

right, 371View objects, 123

Right-click, 59Roles, 442Rooms, 63

access, 454tab, 63

Running average, 265empty values excluded, 265

Running count, 264empty values excluded, 265

Running maximum, 264Running minimum, 263Running sum, 263

S

Sample, 62Samples folder, 491SAP BusinessObjects BI 4.1, 32, 463

add-on, 464filters, 128importing resources, 479installation, 465publishing, 377Universes, 121

SAP BusinessObjects BW, 26, 134range selection, 140retrieving data, 134variables, 137

SAP BusinessObjects Mobile, 426, 445, 452, 464

SAP BusinessObjects Web Intelligence, 22SAP Client, 476SAP Crystal Reports, 22, 394SAP Dashboard, 22SAP Design Studio, 394SAP Download Manager, 437SAP Explorer, 22, 33, 374

publishing, 371, 372SAP HANA, 31, 97, 98, 110, 149, 436, 465,

470, 471advantages, 438Application Function Library, 439

SAP HANA (Cont.)communication, 477data, 487database, 479dedicated user, 474deployment, 440offline mode, 111online mode, 116publishing, 368requirements, 439SAP Lumira Server, 438security, 442security repository, 457server, 469system ID, 470users and roles, 443variables and parameters, 117views, 370XS HTTP, 466

SAP HANA Lifecycle Manager, 439, 440SAP HANA One, 36SAP HANA Self-Service Analytics Library, 439SAP HANA Studio, 439, 471SAP HANA XS Administration Tool, 444, 475SAP Java Connector, 98SAP landscape, 528SAP Lumira

documents, 402download page, 466installer, 468registration, 51resources, 479viewer, 481website, 40

SAP Lumira Agent, 48, 351, 402, 411document, 353getting started, 353scheduling, 351, 357

SAP Lumira Cloud, 25, 31, 340, 351, 383account, 52account management, 389actions, 396Compose room, 411free, 25importing, 402login, 389login page, 361

538

Index

SAP HANA (Cont.)logout, 389mobile access, 426My Items, 393publishing, 346registration, 384, 386SAP BusinessObjects Mobile, 428SAP Lumira Desktop, 390saving, 360settings, 399sharing, 414stories, 346, 413user interface, 392Visualize room, 410

SAP Lumira Desktop, 21, 35, 339, 390download, 39file formats, 26predictive calculations, 267SAP Lumira Cloud account, 388search, 395uninstall, 47updating, 54, 57

SAP Lumira Server, 31, 363, 435actions, 449configuration, 474datasets, 453download, 437importing, 452installation, 436, 439lifecycle, 438login page, 364mobile access, 452My Items, 447preferences, 363publishing, 363, 452resource types, 447roles, 443SAP HANA dataset, 454saving, 456security, 442settings, 451shared access, 461sharing, 457, 458stories, 363, 451user interface, 435, 445

SAP Marketplace, 27SAP Predictive Analysis, 63

SAP StreamWork, 25, 33publish dataset, 375, 376publishing, 374

SAP Support, 58, 466SAP Visual Intelligence, 66sap.bi.common, 443SAPCAR, 436SAPCRYPTOLIB, 467saplogontickettruststore, 473Saving, 68, 456Scatter charts, 246

scatter matrix, 248Scatter matrix, 248Scatter plots, 246Scheduling, 359, 486Screenshot, 73

editor, 74SDK, 27, 489, 513, 528

Data Source, 513VizExtensions, 489

Search, 449Section navigation, 28Secure Socket Layer (SSL), 384Security, 465Self-service BI, 22, 24Semantic layer, 486Semantic objects, 149Severity, 76Shapes, 332

settings, 332Share icon, 458Share room, 63, 339, 340Sharing, 339, 457, 461

access, 419invite, 416options, 418Private access, 414Public access, 414

Simplified deployment, 527Single sign-on, 83Single-value expression, 120size, 76Slice, 320Slideshow, 292Sorting, 201, 205Special charts, 250Split, 192

Index

539

Spreadsheets, 92SQL, 26, 95

datasets, 100driver, 71, 513install/uninstall drivers, 98standard drivers, 96supported drivers, 96

Stack charts, 228Stacking, 306Standalone desktop application, 21Stories, 24, 285, 451, 465

anatomy, 287composition, 285creating, 288display, 483icon, 480InfoObjects, 480management, 484saving, 456selector, 291sharing options, 460types, 28

String, 157actions, 192

Supply Chain Management, 208Support, 71

T

Table charts, 248Tables, 314Tag clouds, 252Targeted dimension, 171Task Manager extension, 517, 525Teams, 363, 420

administration, 420, 423e-mail, 424members type, 420team name, 424Team tab, 421user management, 422user types, 420

Templates, 274, 289Testing

locally, 520Text, 327

files, 26, 86

Thumbnail, 345Time hierarchy, 153, 162

dimensions, 163table, 165

Time zone, 400Token, 89Tool bar, 64Tracing, 75Tree charts, 255Tree maps, 244

two measures, 244Trellis, 225, 233

on class, 226Trim values, 406Trimming, 90, 194

U

Uninstall, 47Universe Design Tool, 122Universe only, 484Universes, 26, 121, 486

dataset refresh, 487dataset scheduling, 487multidimensional universe, 122query panel, 126refresh, 147retrieving data, 123support, 122

Unzip, 492Updates, 54

new, 57notification, 59

Uploading, 402URL, 363, 377User interface, 59, 392, 445Users, 442Utilities folder, 491

V

Value actions, 199apply to all cells, 199insert at caret position, 200

Variables, 118Vertical table, 94

540

Index

View, 110menu, 64

Views, 70Visualizations, 24, 315, 344

create, 27create custom, 27gallery, 275map to dataset metadata, 27properties, 317use in story, 28

Visualize room, 63, 217, 278, 409, 410, 454, 455

VizExtensions, 489, 490chart deployment, 502custom charts, 494debugging, 511deployment, 506folder, 502HelloWorld, 504Visualize room, 493

VizPacker, 491, 494, 512data model, 499flow.js, 501layout design, 496page, 495sharing files, 496

W

WACS, 476Waterfall charts, 254Web Application Container Server, 377Welcome page, 60, 388, 390Windows, 468, 514

clipboard, 89Control Panel, 48

Workflow, 25

First-hand knowledge.

We hope you have enjoyed this reading sample. You may recommend or pass it on to others, but only in its entirety, including all pages. This reading sample and all its parts are protected by copyright law. All usage and exploitation rights are reserved by the author and the publisher.

Christian Ah-Soon worked for SAP BusinessObjects for 15 years as a program manager on transversal areas like administration, security, internationalization, installation,semantic layers, and SDKs. He is co-author of SAP Business-Objects BI Security (SAP PRESS, 2013) and Universe Design with SAP BusinessObjects BI: The Comprehensive Guide (SAP PRESS, 2014). Christian holds a Ph.D. in computer science and graduated from TELECOM Nancy.

Peter Snowdon has worked for SAP BusinessObjects for many years in different roles starting as a developer and moving into pro-duct management and currently is an engineering manager. Peter has, in a previous life, tried a number of different topics including Building, Architecture, Accident Analysis, and has an MA in English Literature and Economics as well as an M.Sc. in IT.

Christian Ah-Soon, Peter Snowdon

Getting Started with SAP Lumira565 Pages, 2015, $69.95/€69.95 ISBN 978-1-4932-1033-6

www.sap-press.com/3645 © 2015 by Galileo Press, Inc. This reading sample may be distributed free of charge. In no way must the file be altered, or individual pages be removed. The use for any commercial purpose other than promoting the book is strictly prohibited.