lumira guide .pdf

13
Emma Doust Internal Only Lumira Guide Contents Applications & Linking your accounts – Page 2 How to create a story board – Page 4 How to navigate around Lumira – Page 6 Refreshing Lumira – Page 9 Composing a Dashboard – page 10 Publishing to Lumira Cloud – Page 11 Cloud – Page 12 Problems with Lumira – page 13

Upload: satishvms

Post on 04-Dec-2015

73 views

Category:

Documents


6 download

TRANSCRIPT

Page 1: Lumira Guide .pdf

Emma Doust Internal Only

Lumira Guide

Contents

Applications & Linking your accounts – Page 2

How to create a story board – Page 4

How to navigate around Lumira – Page 6

Refreshing Lumira – Page 9

Composing a Dashboard – page 10

Publishing to Lumira Cloud – Page 11

Cloud – Page 12

Problems with Lumira – page 13

Page 2: Lumira Guide .pdf

Emma Doust Internal Only

Applications

Lumira has two different applications 1st being the Desktop and then the Cloud

Desktop Cloud

The desktop application is where you create your dashboards.

The cloud application is where you can publish your dashboards and share with other people. To get

onto your cloud account you need to go to www.cloud.saplumira.com . Using the desktop create an

account by going to SAP Lumira Cloud account, create new and fill in the details. This will need to be

done the first time you use this.

Linking your accounts

When you create an account in Lumira it can creates an unknown password for you. If you receive a

message when you try to publish regarding your proxies, this could be because they have not linked

your passwords.

To link your passwords

Go onto your cloud account – press log on

Page 3: Lumira Guide .pdf

Emma Doust Internal Only

When this box appears press cancel

Type in your SAP email and then

press forgotten password

Type in your email and then Lumira will send you an email regarding changing your password.

Follow the links and type in a new password.

Then when you try to publish your Lumira, use the password you just used and this should now

work.

Page 4: Lumira Guide .pdf

Emma Doust Internal Only

How to create a story board

To create a story board you need to use your desktop Lumira.

Currently Lumira works the best with a MS Excel spreadsheet. You can connect with other data sets

but this guide will only go through the Excel process.

1. Open Lumira desktop

2. Select – File – New – Microsoft Excel (Double Click on this and it will bring up your

documents)

3. Select the MS Excel file which you would like to work with

Page 5: Lumira Guide .pdf

Emma Doust Internal Only

4. This will then appear with the columns from your selected spread sheet - select the columns

you require. If your spreadsheet has more than one sheet, you will need to download the

sheet seperatly. I will show how to do this later on.

5. Then press Create

You now have your speadsheet in Lumira.

Page 6: Lumira Guide .pdf

Emma Doust Internal Only

How to navigate around Lumira

Changing the data

One of the issues with Lumira is you can not change the data from the original spreadsheet once it is

in Lumira.

Although, you can change options like column titles, Duplicate Columns, and Change all the column

to a specific number or letter if nessecary, but you can not change individual cells.

To do this, select the prepare button at the top next to Visualise.

If you change anything in Lumira this will not change it in the original spreadsheet.

Creating a Measure

On the side you will see you have two sections, one called Measures and other called Dimensions.

When creating most graphs you will always need a measure. If you have numerical data, Lumira will

automatically make it a measure. If you don’t you will need to create a measure.

To create a measure from a dimension

1. Hover over the dimension you want to create a measure.

2. Click on the options wheel – then select create a measure

This should now appear in you measure column at the top.

Page 7: Lumira Guide .pdf

Emma Doust Internal Only

Creating a graph

Select the graph you want on the side and then click and drag the relevent data you wish into the

boxes.

The best way to learn about the different graphs is to have a play to see what works and what

doesn’t. Also having an idea of what you think it should look like or what you want to show will help

a lot.

If you would like more detail on each graph please don’t hesitate to contact me.

Changing the Measures Aggregation

You can change you measures to show different dimensions. This includes, Sum, Avergae, Max, Min,

Count all and count distinct.

Example

If you have survey data and you have tried it out on a number of customers, but you want to know

the average of each individual customer. Change the dimension to Average. Like wise if you want the

minimum someone gave for the Survey you can change it to minimum.

Graph Settings

You can rename the graph title

Add the numbers to your graph by selecting Show

data lables form the setting button at the top of the

page

Change the axis size

Show legend – this is the key to your graph.

Sometimes this can look very complicated and not be

relevant and therefore you can remove it.

Page 8: Lumira Guide .pdf

Emma Doust Internal Only

Filters

In some cases you may have a large amount of data and therefore don’t want to present all of it in

every graph, e.g certain time periods.

You can use a filter on individual graphs to show that data that you want.

1. Select the add filter button as the top on the graph

2. Choose the column that you wish to filer e.g. time period of just

2014

3. You can add mulitple filters

4. These filters are permanant and can not be change in the cloud

once you have published them, but can be changed in your

dashboard.

Selecting a different sheet

Selecting a different sheet in you excel spreadsheet.

1. Select Data – Add, Select the same spreadsheet you had before.

2. Then under the “sheet” there is a drop down list. Select the sheet you require.

3. Then create and you sheet will now be in Lumira.

4. To swap between sheets select the Orange cube at the top with the drop down list

You can also select a different spread sheet, and this joins the two together onto the same

dashboard. This is done using the same process just select the different spreadsheet to start with.

Page 9: Lumira Guide .pdf

Emma Doust Internal Only

Refreshing Lumira

When you update or change your spreadsheet you need to then go back into Lumira and update it. It

won’t update automatically.

Select – Data – Document Refresh

This sometimes doesn’t work!!!!!!

If refresh has failed box appears you need to

do the following:

Select – Data – Edit – and then press okay.

This needs to be done to each individual sheet

as this method won’t update all the sheets in one go like “Documents Refresh” especially if you have

used two or more Excels documents.

Page 10: Lumira Guide .pdf

Emma Doust Internal Only

Composing the Dashboard

Once you have created all the graphs you need, you can then create you story board.

First click on the on compose at the top next

to visualise.

This box will then appear and you need to

select the type of page you need. I

recommend just playing around with a few of

them to see which one you like, depending

what data you have to share (I normally use

blank).

Drag the graph into the place where you

want on each page. You can add as many

pages as you wish.

To make it look more like a presentation you can add text, A back ground and insert

pictures from your desktop.

This can be found on the side, where you can change the font size and colour.

You can also add texts, Input controls and Pictures.

Input Controls

This in one of the best parts of Lumira and makes it

stand out from just using basic excel graphs.

Input controls are filters in which you add to the

side of your graph. This means you can filter by

customer, Account, Person, to see just select data.

Once you have created your storyboard you are ready to publish this to Lumira Cloud.

Page 11: Lumira Guide .pdf

Emma Doust Internal Only

Publishing to Lumira

After you have finished your story you need to publish this to Lumira cloud.

Select share at the top of the page

The click on your Story ( this may take a few attempts so it is highlighted blue)

Then click the Publish to SAP Lumira Cloud

If this is your first time publishing the cloud make sure you are logged into your account ( if your

password wont work the follow the process at the beginning)

Verify – Publish

This should now be on you Lumira Cloud account.

Page 12: Lumira Guide .pdf

Emma Doust Internal Only

Cloud

To logon to your Cloud account you need to go to the web address https://cloud.saplumira.com. The

Press logon in the corner.

Anything you publish should now appear you Cloud.

Something like this will appear. It looks like you have published a lot but your story is only the part

with the green box next to it is your actual story. The orange box is the dataset behind it.

When you have a lot of stories I change my setting “narrow by” to just “Story” on the drop down list.

To share your stories;

1. At the end of the story you wish to share there is an Action button.

2. Click on this and then select share.

3. Type in the email addresses of the people you wish to share this with. They will then receive

and email from SAP Lumira to accept the invitation.

Page 13: Lumira Guide .pdf

Emma Doust Internal Only

Problems with Lumira

Not showing you graph on the Cloud

Unfortunately this is a problem that happens quite often and there is never one solution that solves

this. The few below are the ones I would try first:

If you are using a particular browser change to a different one, e.g. Chrome, Internet

Explorer.

Re – Publish it. Sometimes just republishing it will work.

Delete you web browser history

Make sure the graph work on your desktop Lumira

If you have refreshed a graph and it then won’t show, if you go back into you compose, you

need to drag the new graph in replace of the old one. This sometime can work.

If someone else can’t see your Lumira , get them to try all of the above, along with you

republishing it again to them first.

Graphs freezing

Sometimes graphs in Lumira will just not work, this happens a lot after you refresh data

Duplicate the graph and delete the original

Delete the graph and build it again

Make sure your data when you refresh it is in the same format.

Refreshing of Data

When you refresh the data this can sometime cause some of the graphs to freeze.

This problem doesn’t really have a standard solution. Some of the following may work

Duplicate your graph- the duplication may then work and delete your original

Refresh the data again

Rebuild the graph – as a last resort

REMEMBER TO ALWAYS REPUBLISH YOUR DATA WHEN YOU MAKE A

CHANGE TO THE STORY