lumira guide .pdf
TRANSCRIPT
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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
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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
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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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