sap lumira help

SAP LumiraDocument Version: 1.20 - 2014-10-27

SAP Lumira User Guide

Table of Contents1 About SAP Lumira. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Getting started with SAP Lumira. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62.1 Menus on the SAP Lumira Home page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62.2 General steps for visualizing data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2.2.1 Creating a document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82.2.2 Opening a document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102.2.3 Saving a document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102.2.4 Opening a dataset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

3 Acquiring data from a data source to create a dataset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133.1 Viewing a data source connection and its associated documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143.2 Acquiring data from an Excel workbook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

3.2.1 New Dataset window options for Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153.2.2 Acquiring data from multiple Excel workbooks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

3.3 Acquiring data from a text file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173.3.1 New Dataset window options for text files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

3.4 Acquiring data copied to the clipboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193.5 Acquiring data from SAP HANA views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

3.5.1 Restrictions for SAP HANA One connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.5.2 Connecting to SAP HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.5.3 Downloading data from SAP HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233.5.4 Accessing SAP BW data in SAP HANA views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253.5.5 Specifying values for SAP HANA variables and input parameters. . . . . . . . . . . . . . . . . . . . . . 25

3.6 Acquiring data from an SAP BW database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263.7 Acquiring data from universes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

3.7.1 Connecting to a universe data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273.7.2 Troubleshooting tips for universe data connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

3.8 Acquiring data using Query with SQL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .293.8.1 Installing data access drivers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303.8.2 Connecting to a Query with SQL data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323.8.3 Specifying Query with SQL connection properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

3.9 Editing an acquired dataset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

4 Preparing data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .374.1 Prepare tabviewing, cleaning, and manipulating data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

4.1.1 Object Picker. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394.1.2 Data pane. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394.1.3 Data manipulation panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

4.2 Editing and cleaning data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

2 2014 SAP SE or an SAP affiliate company. All rights reserved.SAP Lumira User Guide

Table of Contents

4.2.1 Using the filter panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434.2.2 Converting data to another type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454.2.3 Formatting numbers and dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .464.2.4 Customizing columns with formulas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

4.3 Enriching data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 724.3.1 Creating geography and time hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 724.3.2 Creating a geography hierarchy with latitude and longitude data. . . . . . . . . . . . . . . . . . . . . . 744.3.3 Creating a custom hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .764.3.4 Creating measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 764.3.5 Working with multiple datasets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

5 Visualizing data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .835.1 Visualize tab options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 835.2 Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

5.2.1 Choosing a chart type for your data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .855.2.2 Creating a chart with the Chart Builder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 865.2.3 Creating a chart with the Chart Feeder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 895.2.4 Using influence analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 935.2.5 Sorting data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 945.2.6 Filtering chart data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 975.2.7 Applying conditional formatting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1005.2.8 Extending SAP Lumira with custom charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1025.2.9 Differences in SAP BW online mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

5.3 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1045.3.1 Page layout options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1065.3.2 Creating a story. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

5.4 Creating a dataset from a visualization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

6 Sharing datasets, visualizations, and stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1166.1 Sending a chart via email. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1176.2 Printing a chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1186.3 Exporting a dataset to file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1196.4 Publishing a document to SAP StreamWork. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1196.5 Publishing a dataset to SAP Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

6.5.1 Restrictions for publishing to SAP Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1226.6 Publishing to SAP Lumira Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

6.6.1 Publishing stories and datasets to SAP Lumira Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1236.7 Publishing to SAP Lumira Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

6.7.1 Publishing stories and datasets to SAP Lumira Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1256.7.2 Refreshing documents published to SAP Lumira Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

6.8 Publishing a dataset to SAP HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1296.9 Publishing a story or dataset to the BI platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130

SAP Lumira User GuideTable of Contents 2014 SAP SE or an SAP affiliate company. All rights reserved. 3

7 Managing SAP Lumira. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1317.1 Registering SAP Lumira. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1317.2 Optimizing memory usage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1317.3 Setting application preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1327.4 Sending feedback to SAP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

7.4.1 Adding a snapshot of the active window to your feedback. . . . . . . . . . . . . . . . . . . . . . . . . . 1347.4.2 Resetting the URL to the feedback server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

8 Documentation resources for SAP Lumira. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137


Table of Contents

1 About SAP LumiraSAP Lumira is an application you can use to visualize and create stories about data. From manipulating, editing, formatting, and refining data to creating visualizations that represent data graphically, to finally sharing the visualizationsbuilding stories in SAP Lumira starts and ends with data.

Data enters the application as a dataseta set of columns, hierarchies, and filtersthat you use to build a document. You create a dataset by acquiring data, enhance it with measures, hierarchies, calculations, and customized columns, and then choose charts and tables to visualize the data. You can create stories to provide a graphical narrative that describes the data. For example, you can group charts on a board or infographic to create a presentation-style dashboard and then add images and text annotations. You can publish datasets and stories to other applications and platforms, including the following places:

SAP HANA SAP BusinessObjects Explorer SAP Lumira Cloud SAP Lumira Server SAP BusinessObjects Business Intelligence platform SAP StreamWork

SAP Lumira is installed locally and can use remote or local data from one or multiple data sources. Charts that you build are saved automatically and can be printed or distributed by email.

Related Information

General steps for visualizing data [page 7]Building and publishing a chart or a story involves four general stepsacquire, prepare, visualize, and share. You can switch between steps at any time (for example, to fine-tune a chart or story).

SAP Lumira User GuideAbout SAP Lumira 2014 SAP SE or an SAP affiliate company. All rights reserved. 5

2 Getting started with SAP Lumira

2.1 Menus on the SAP Lumira Home page

When you launch SAP Lumira, you can start working immediately from the Home page.

TipTo practice working with data, use the samples included with SAP Lumira. You can create an account on SAP Lumira Cloud to store the datasets and to share work with collaborators.

To start working on an existing document, or to work with a sample, use the left-side menu for quick access to these application components and resources:

Left-side menu option Description

Home The default home page for SAP Lumira, which provides access to learning resources (for example, video tutorials and the SAP Lumira web site).

My Items

Documents Click to list locally stored documents. Double-click a document name to open its dataset and associated visualizations.

Visualizations Click to list locally stored visualizations. Double-click a visualization name to open its chart and associated dataset.

Datasets Click to list datasets stored in the Documents folder in your profile path for the SAP Lumira application. Double-click a dataset name to open it and associated visualizations.

Stories Click to list locally stored stories. Double-click a story name to open its dataset and associated visualizations.

SAP Lumira Cloud Click to create an SAP Lumira Cloud account or to connect to SAP Lumira Cloud.

Connections Click to display a list of locally defined connections or to change the data source for a local connection.

Try with Samples Click to display a list of sample documents and locally installed Microsoft Excel data sources that you can use to learn about and practice using SAP Lumira. You can also click More Online Samples to access many more data samples from the SAP Community Network.

Related Information

General steps for visualizing data [page 7]


Getting started with SAP Lumira

Building and publishing a chart or a story involves four general stepsacquire, prepare, visualize, and share. You can switch between steps at any time (for example, to fine-tune a chart or story).

Preparing data [page 37]Charts [page 84]

Use the Visualize tab to create charts from a wide selection of chart families.

Sharing datasets, visualizations, and stories [page 116]After creating datasets, visualizations, and stories, you can export, print, or publish them.

Acquiring data from a data source to create a dataset [page 13]You acquire data by copying it from a data source to a local dataset in SAP Lumira.

Publishing to SAP Lumira Cloud [page 125]You can publish datasets and stories from SAP Lumira to SAP Lumira Cloud.

2.2 General steps for visualizing data

Building and publishing a chart or a story involves four general stepsacquire, prepare, visualize, and share. You can switch between steps at any time (for example, to fine-tune a chart or story).

Step Description

1. Acquire data as a dataset The first step in visualizing data is importing the data to SAP Lumira.

Create a document to be the container for data and visualizations, connect to a data source, and then copy data from the source to the document. The resulting dataset is the basis of your visualizations. You can extend a dataset by merging or appending it with other compatible datasets. One document can contain multiple datasets.

Acquired datasets appear on the Prepare tab.

2. Prepare and enrich data for visualization

Before you create charts, you can prepare and add semantic value to your data with measures, hierarchies, and customized columns.

Data preparation tasks are performed on the Prepare tab. Once a dataset is available in SAP Lumira, its data is ready to be cleaned and enriched. Use options on this tab to make the dataset more relevant to your charting and storytelling needs.

3. Visualize data as charts and stories

On the Visualize tab, add graphical descriptions of your data with charts and tables from the palette of chart families. Use charts to plot meaningful relationships and to show data trends.

On the Compose tab, create stories with boards, infographics, and reports. Use charts, pictograms, input controls that filter data, text, shapes, and images to describe your data on the presentation dashboards.

SAP Lumira User GuideGetting started with SAP Lumira 2014 SAP SE or an SAP affiliate company. All rights reserved. 7

Step Description

4. Share visualizations and datasets

Once a dataset has been visualized, you can share the data in the following ways:

Via an email message or printed charts showing visualized data By exporting a dataset to a file (for example, a Microsoft Excel file or a

text file) By publishing a dataset as an analytic view to SAP HANA By publishing stories to SAP Lumira Cloud, SAP Lumira Server, or the

SAP BusinessObjects Business Intelligence platform By publishing a dataset to SAP Lumira Cloud and/or SAP Lumira Server By publishing a dataset and charts to a collaboration application, such as

SAP Jam By publishing a dataset to SAP BusinessObjects Explorer to use as an in

formation space

Related Information


Preparing data [page 37]Enriching data [page 72]

You can enrich data by adding measures and time and geography hierarchies. Measures allow easy manipulation of calculations, and hierarchies enable you to use a natural grouping of related columns.

Charts [page 84]Use the Visualize tab to create charts from a wide selection of chart families.

Stories [page 104]When you create stories with data, the resulting graphical narrative organizes visualizations, text, and pictures on pages in a presentation-style dashboard.

Sharing datasets, visualizations, and stories [page 116]After creating datasets, visualizations, and stories, you can export, print, or publish them.

2.2.1 Creating a document

You create a new document to start analyzing your data, building new charts, and creating stories.

Context

Create a document, and import data from a data source to create a dataset. Each SAP Lumira document contains:



One or more datasets Connection parameters for the data sources, if any of the sources are relational database management

systems (RDBMS) Charts built on the datasets Stories created using boards that include charts, text, navigation points, and images

Procedure

1. Click the New Dataset icon on the Home page.

Or, click File New , or from the samples list, click + New Document.2. In the New Dataset window, choose either a data source type from the Select a Source column, or a specific

recently-used data source from the All Recently used column.3. If you chose a data source type, click Next, and then locate and select the source file, or enter data acquisition

parameters, or provide connection details, as needed.4. Click Create.

Results

A new document is automatically created, and SAP Lumira opens to the Visualize tab, where you can start building a chart with the data. If you want to prepare the dataset first, you can switch to the Prepare tab. Later, when you save the document, you are prompted to provide a document name, location, and description.

Related Information


Preparing data [page 37]Charts [page 84]

Use the Visualize tab to create charts from a wide selection of chart families.


2.2.2 Opening a document

You can open an existing document to view or modify existing charts and datasets. You can open both locally-saved documents, and documents saved to SAP Lumira Cloud.

Procedure

1. On the home page, to open a locally-saved document, select My Items Documents on the left-side menu.Or, to open a document from SAP Lumira Cloud, select SAP Lumira Cloud.A list of available documents appears.

2. Double-click a document to open it.3. If the document requires a data source, enter your logon credentials, and click OK.

The document opens on the Visualize tab. You can view datasets on the Prepare tab and view visualizations saved in the document on the Visualize tab.

2.2.3 Saving a document

You can save a document to a local directory or to SAP Lumira Cloud, if you are connected. The saved document includes the dataset, charts, and stories you added.

Procedure

1. To save a document to a local directory, perform one of the following actions:

To save a document for the first time, select File Save , select Local in Save options, and enter a document name, location, and description or select a document name in the list.

To save a document that has been saved before, select File Save .The document is automatically saved with the options defined the first time it was saved.

To save a document with a new file name, select File Save As , select Local in Save options, and enter a document name, location, and description or select a document name in the list.

2. Click Save.

Related Information

Saving a document to SAP Lumira Cloud [page 11]You can save a document to SAP Lumira Cloud to share with project collaborators. However, you cannot edit the document on the cloud. You must download the document to SAP Lumira in order to modify it.



Refreshing documents published to SAP Lumira Cloud [page 127]

2.2.3.1 Saving a document to SAP Lumira Cloud

You can save a document to SAP Lumira Cloud to share with project collaborators. However, you cannot edit the document on the cloud. You must download the document to SAP Lumira in order to modify it.

Prerequisites

You must be logged on to SAP Lumira Cloud in order to save documents to the cloud.

Context

You can use the SAP Lumira Agent to schedule a document to be automatically updated and saved to your local computer and to SAP Lumira Cloud.

Procedure

1. Perform one of the following actions:

To save a document for the first time, select File Save , select SAP Lumira Cloud in Save options; enter a document name and description, an email address for each person who should be notified when the document is available on the cloud, and a message to include with the document when it is shared with collaborators; and select whether recipients can edit the document.

To save a document that has been saved before, select File Save .The document is automatically saved with the options defined the first time it was saved.

To save a document with a new file name or to save a local document to SAP Lumira Cloud, select FileSave As ; select SAP Lumira Cloud in Save options; enter a document name and description, an email

address for each person who should be notified when the document is available on the cloud, and a message to include with the document when it is shared with collaborators; and select whether recipients can edit the document.

2. Click Save.

Results

The document is saved to SAP Lumira Cloud. It is included in the document list on the cloud and in the SAP Lumira Cloud document list in SAP Lumira.


Related Information

Refreshing documents published to SAP Lumira Cloud [page 127]

2.2.4 Opening a dataset

A dataset is the set of columns, hierarchies, and filters that are used to build a document. It does not contain any charts built from the data.

Context

Datasets are stored in the Documents folder in your profile path for the SAP Lumira application.

Procedure

1. On the Home page, select My Items Datasets .A list of available datasets appears.

2. Double-click a dataset. If a data source is required, enter your logon credentials.The document that contains the dataset opens. You can view the dataset on the Prepare tab, and view visualizations saved in the document on the Visualize tab.



3 Acquiring data from a data source to create a datasetYou acquire data by copying it from a data source to a local dataset in SAP Lumira.

When acquiring data, the application displays a preview of it, parses the data, and analyzes the columns to determine the data type. Objects representing columns are proposed as either dimensions or measures. You can optionally hide some types of columns, based on the column name and data properties.

NoteThe maximum number of cells that can be acquired is determined by the capacity of your computer. You will be warned when an acquisition includes 30 million cells for 64-bit operating systems or 15 million cells for 32-bit operating systems.

Depending on the data source, data can be adapted before acquisition to include or remove columns, dimensions, measures, and SAP HANA or SAP BW variables and input parameters. Some data sources have additional options, such as formatting data, naming and trimming columns, and specifying column-name prefixes. SAP Lumira can acquire data from the following data sources:

Table 1: Data sources for acquiring data

Data source Description

Clipboard Creates a dataset from data that was copied to the clipboard

Microsoft Excel Loads an Excel worksheet as a dataset

Text file Loads a text file (.csv or .txt) as a dataset

SAP HANA Downloads data from SAP HANA mode (offline)

Connects to SAP HANA mode (online)

SAP BW Accesses data through views in SAP HANA Downloads data from SAP BusinessObjects universe files (.unx) Connects to SAP BW mode (online)

SAP BusinessObjects universe

Downloads data from SAP BusinessObjects universe files (.unv and .unx)

Query with SQL Runs freehand SQL on a database, to download a dataset

After a dataset is acquired, you can add or remove columns, dimensions, measures, and variables in the dataset.

Related Information

Acquiring data from a text file [page 17]

SAP Lumira User GuideAcquiring data from a data source to create a dataset 2014 SAP SE or an SAP affiliate company. All rights reserved. 13

SAP Lumira can acquire data from one or more text files if the data is stored with delimiters or in fixed-width columns. An example of a text file using delimiters is a comma-separated values (.csv) file.

Acquiring data from SAP HANA views [page 21]SAP Lumira can acquire data from SAP HANA analytic or calculation views.

Acquiring data from an Excel workbook [page 15]

Acquiring data using Query with SQL [page 29]You can create a data provider by manually entering the SQL for a target data source. You can specify the source tables, columns, and functions used to acquire data.

Connecting to a universe data source [page 27]Editing an acquired dataset [page 35]

After a dataset has been acquired, you can edit it.

Hiding Objects from the Object List [page 69]Use the enhancements proposal file to prevent specific columns from being proposed as Measures in SAP Lumira when the data is acquired.

Acquiring data from an SAP BW database [page 26]SAP Lumira can connect to an SAP NetWeaver Business Warehouse (BW) database to view data and to create visualizations. To acquire data, you connect to and select queries in SAP BW.

3.1 Viewing a data source connection and its associated documents

You can view all connections defined for SAP Lumira and the documents associated with each connection and change the target data source for locally defined connections on the Home page.

Procedure

1. Open the SAP Lumira Home page.If a document is open on the Prepare or Share tab, you must save and close the document before SAP Lumira can display the Home page.

2. Click Connections.The Connections pane lists all available connections. The documents pane (to the right of the Connections pane) lists documents associated with each connection.

3. Click a local connection in the list to display its target data source.You can browse to and select another data source if required.

4. (Optional) To change the connection for one or more associated documents, perform the following actions:a) Select the connection to change.b) In the right pane, select the documents for which you want to change the connection source.c) In the left pane, browse to and select a new data source for the selected document(s), and click Apply.


Acquiring data from a data source to create a dataset

3.2 Acquiring data from an Excel workbook

Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Microsoft Excel, and click Next.3. Select one or more Excel files, and click Open.

Data from the Excel files is previewed in the New Dataset window.4. Modify the Excel options for acquiring data, if needed.5. Click Create.

Results

The Visualize tab opens so you can start building charts and analyzing the data. If you want to modify the dataset first, switch to the Prepare tab.

3.2.1 New Dataset window options for Excel

SAP Lumira can acquire data from one or multiple Microsoft Excel workbooks. You choose which rows and columns to acquire. You can also acquire data from cross tables.

Option Description

Dataset Name Enter a name for the new dataset.

File(s) Select the Excel workbooks that will be the data source for the new dataset.

Sheet When an Excel workbook contains multiple worksheets, select the worksheet to acquire for the dataset.

Append all sheets Select this check box to add all worksheets in the workbook to the dataset. Common columns are appended, and different columns are added as new columns.

Set first row as column names Select this check box to set the first row values in the worksheet as column names in the dataset.

Table Header Type Select either a Vertical Table or a Cross Table type.


Option Description

Advanced Options Show hidden columns Select this check box to display hidden worksheet columns as column headers in the dataset.

Advanced Options Show hidden rows Select this check box to display hidden worksheet rows in the dataset.

Advanced Options Detect merged cells Select this check box to highlight merged worksheet cells in the dataset.

.

Advanced Options Range Selection When a worksheet contains one or more named ranges, select the range to apply to columns acquired for the dataset. A dataset is restricted to the columns defined in this range.

Advanced Options Column For cross tables, specify the number of columns to use for the left header.

Advanced Options Row Specify the number of rows to use for the top header.

3.2.2 Acquiring data from multiple Excel workbooks

When acquiring data from multiple Excel workbooks, the data format and data type must be the same in all workbooks.

Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Microsoft Excel, and click Next.3. Select one or more Excel files, and click Open.

Data from the Excel files is previewed in the New Dataset window.4. In the Dataset Name field, enter a name for the dataset.5. Beside Files(s), click Browse, and browse to and select the Excel spreadsheet to acquire data from.

You can use wild cards to search for a spreadsheet name. By default, the first file in the path is considered the reference file to which data will be appended from other spreadsheets acquired.For example, enter c:\data\monthly updates\*.xls(x) to find all .xls(x) files in the path.

6. In the Sheet list, select a worksheet.This worksheet is the reference sheet that data from other worksheets will be appended to. The count of records is updated to reflect the number of records from all acquired data. A Source File column is added to the dataset, listing each data source name. If you selected the Append all sheets check box, all worksheets in the Excel spreadsheet are added to the dataset.Data from the worksheet appears in the preview pane of the New Dataset window.



7. (Optional) To display hidden worksheet rows or columns in the dataset, click Advanced Options.8. (Optional) To display hidden worksheet columns in acquired data, select the Show hidden columns check box,

and enter the column range to display in the Range Selection list.9. (Optional) To display hidden worksheet rows in acquired data, select the Show hidden rows check box, and

enter the row range to display in the Range Selection list.10. Click Create.

Results

The data is acquired and appears on the Prepare tab.

3.3 Acquiring data from a text file

SAP Lumira can acquire data from one or more text files if the data is stored with delimiters or in fixed-width columns. An example of a text file using delimiters is a comma-separated values (.csv) file.

Context

A text file, such as .csv, stores numbers and text in plain-text format. Each record consists of fields usually separated by a comma or a tab, and records are separated by line breaks. Here is an example of a .csv file, with data separated by commas:

"Product","Country","Year","Quantity","Margin""Skis","Italy","2013","1,297","1,929""Computers","China","2014","609","10,659"

Acquiring data from a .csv file results in five columns in the dataset: "Product," "Country," "Year," "Quantity," and "Margin." Column 2, in this example, would contain the values "Country", "Italy", and "China".

Here is an example of a text file with the data stored in fixed-width columns:

Product Country Year Quantity MarginSkis Italy 2013 1,297 1,929Computers China 2014 609 10,659

You can acquire data from multiple-file data sources. The files must have the same format and data type.

Procedure

1. On the Home page, click Acquire Data.


2. In the New Dataset window, click Text, and click Next.3. Select one or more files, and click Open.

Data from the text files is previewed in the New Dataset window.4. Modify the .csv options for acquiring data, if needed.5. Click Create.

Results


3.3.1 New Dataset window options for text files

Text files (such as .csv) store numbers and text in plain-text format. Each record consists of fields usually separated by a comma or a tab, and records are separated by line breaks.

You can acquire data from multiple .csv-file data sources. The data sources must have the same format and data type. For example, the following fields are separated with a comma:

"Product","Country","Year","Quantity","Margin""Ski Mask","Italy","2,005","1,297","1,929""Sino CRT TVs","Italy","2,005","609","10,659""PC Systems","UK","2,005","360","37,800""Rappel Mountain Bicycle","Canada","2,007","6,681","224,477"

An acquired .csv file produces five columns"Product," "Country," "Year," "Quantity," and "Margin." The value in each row corresponds to a column based on its position, which is delimited by a comma separator.

Option Description

Dataset Name Enter a name for the new dataset.

File(s) Select the .csv file that contains the data source for the new dataset.

Separator The symbol that separates fields in the data source and that will specify columns in the dataset in SAP Lumira. Select one of the following options:

Comma Tab Semicolon Space Other



Option Description

Set first row as column names Select this check box to name columns in the dataset based on the value in the first row of the data source.

Clear this check box to assign the default name to columns ("Column1," "Column2," and so on).

Advanced Options Trim values Select this check box to remove leading and trailing values from numbers and text in the dataset, so that column headers do not appear as empty fields. For example, if a "Product" entry has a leading space (" Product"), the space is removed and "Product" appears as the column header.

Clear this check box to keep leading and trailing values in acquired data. For example, if a "Product" entry has a leading space (" Product"), the space is the first value found and " " appears as the column header.

Advanced Options Number format In the list, select the format for numeric columns in the dataset:

n,nnn.nn n nnn.nn n'nnn.nn n nnn,nn n.nnn,nn n'nnn,nn

Advanced Options Date format In the list, select the format for date columns in the dataset.

3.4 Acquiring data copied to the clipboard

Text-based data can be copied to the clipboard from a text-based file (for example, from Microsoft Excel) or from a web page.

Context

NoteThe Microsoft Internet Explorer (IE) web browser has a known issue when copying text from the clipboard. If you encounter this issue, use a different supported browser instead.


Procedure

1. Copy text to the clipboard.2. In SAP Lumira, create a new document.3. In the New Dataset window, click Copy from Clipboard, and click Next.4. (Optional) Click Trim Spaces to remove leading and trailing spaces from numbers and text in the dataset, or

click Trim Row to remove blank lines from the dataset, and then click Proceed.

Data from the clipboard is previewed in the New Dataset window. You can adjust these options before acquiring the data:

Option Description

Dataset Name The name of the dataset.

Separator Choose whether the data in the clipboard is separated by delimiters, or is entered in fixed-width columns. Delimiters are symbols, such as commas, tabs, or spaces, that separate fields in the data source and that will specify columns in the dataset in SAP Lumira.

Set first row as column names

Select this check box to use the first row of data as column names in the dataset.

Clear this check box to use the default column names ("Column1", "Column2", and so on).

Advanced OptionsNumber format

The format for numeric columns in the dataset.

Advanced Options Date format

The format for date columns in the dataset.

Advanced OptionsBreak Column

When acquiring data stored as fixed-width columns, SAP Lumira analyzes the data file and suggests column widths, in characters, for separating the data into columns in the dataset. If the suggested widths arent suitable, you can change the widths by typing values separated by commas.

For example, if your data is in three columns, and the column widths are five, ten, and fifteen characters, you would type 5,10,15 in the Break Column field. Click Apply to see a preview of the resulting dataset.

Advanced Options Trim values

Select this check box to remove leading and trailing values from numbers and text in the dataset, so that column headers do not appear as empty fields. For example, if a "Product" entry has a leading space (" Product"), the space is removed and "Product" appears as the column header.

5. Click Create.



Results


3.5 Acquiring data from SAP HANA views

SAP Lumira can acquire data from SAP HANA analytic or calculation views.

Data in an SAP HANA database is accessible in a "view"a predefined virtual grouping of table columns that enables data access for a particular business requirement. Views are specific to the type of tables that are included, and to the type of calculations that are applied to columns. For example, an attribute view is built on dimension tables, an analytic view is built on a fact table and attribute views, and a calculation view executes a function on columns when the view is accessed.

SAP Lumira can connect to SAP HANA views in two ways:

By downloading data from SAP HANAData is copied locally and can be manipulated and edited before being visualized in charts.

By viewing data in SAP HANAData is read only (that is, you cannot edit it), but you can visualize it in charts.

After connecting to a view, data is presented as columns, facets, measures, dimensions, and hierarchies in SAP Lumira.

Related Information

Downloading data from SAP HANA [page 23]You can manipulate data and create visualizations from an SAP HANA cube.

Connecting to SAP HANA [page 22]While connected to SAP HANA, you can view data and create visualizations from an SAP HANA cube.

Accessing SAP BW data in SAP HANA views [page 25]SAP Lumira can access SAP Business Warehouse (BW) data that is available in SAP HANA analytic or calculation views.

Specifying values for SAP HANA variables and input parameters [page 25]You are prompted to enter a value for an SAP HANA variable or a string input parameter when acquiring an analytic view in Download from SAP HANA One mode, and when creating a document on an analytic view in Connect to SAP HANA One mode.


3.5.1 Restrictions for SAP HANA One connections

These restrictions apply when using the Connect to SAP HANA One data source.

Restriction Description

Only one level is available for geographical hierarchies.

Only one attribute at a time can be used when creating a geographical hierarchy.

Measures with numeric or string dimensions cannot be created.

Measures are detected from the SAP HANA analytic view. They must be created in the SAP HANA view, before SAP Lumira can automatically acquire them.

Datasets cannot be published to SAP HANA.

Some functions are not supported.

The following SAP HANA functions are not supported:

AddMonthToDate AddYearToDate LastDayOfMonth DayOfYear Week LastWord ExceptLastWord

Some features are not available for analytic views that use a calculation view.

When an analytic view uses a calculation viewfor example, when an attribute view within the analytic view has a calculated measure or one or more calculated columns:

The grid view is not available on the Prepare tab. When a measure is selected on the Prepare tab, facets show no values. Sorting on a measure is not possible on the Visualize tab.

3.5.2 Connecting to SAP HANA

While connected to SAP HANA, you can view data and create visualizations from an SAP HANA cube.

Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Connect to SAP HANA One, and click Next.

A New Dataset: Connect to SAP HANA window appears.



3. In the Server list, select the server to log on to.4. In the Instance/Port box, enter the port number to log on to.5. If you connect to the SAP HANA server by entering credentials, type your user name and password, and click

Connect.6. If you connect to the SAP HANA server via single sign on (SSO), select the Authenticate by Operating System

(SSO) check box, and click Connect.7. Click Next.

A New Dataset: SAP HANA views window appears, displaying available SAP HANA views.8. Expand an SAP HANA view, and select the cube that contains your data.9. To choose the data to acquire, perform one of the following actions:

To acquire particular dimensions and measures in the data, click Next, select the dimensions and measures, and click OK.

To acquire all data, click Create.

Results


Related Information


Restrictions for SAP HANA One connections [page 22]These restrictions apply when using the Connect to SAP HANA One data source.

3.5.3 Downloading data from SAP HANA

You can manipulate data and create visualizations from an SAP HANA cube.

Prerequisites

You must know your SAP HANA server name, port number, user name, and password. For more information, contact your SAP HANA administrator.


Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Download from SAP HANA One, and click Next.

A New Dataset: Connect to SAP HANA window appears.3. In the Server list, select the server to log on to.4. In the Instance/Port box, enter the port number to log on to.5. If you connect to the SAP HANA server by entering credentials, type your user name and password, and click

Connect.6. If you connect to the SAP HANA server via single sign on (SSO), select the Authenticate by Operating System

(SSO) check box, and click Connect.7. Click Next.

A New Dataset: SAP HANA views window appears, displaying available SAP HANA views.8. Expand an SAP HANA view, and select the cube that contains your data.9. To choose the data to acquire, perform one of the following actions:


To acquire all data, click Create.10. Expand the SAP HANA view that contains the data to view, and select the cube that contains the data.11. To choose the data to acquire, perform one of the following actions:


To acquire all data, click Create.

Results


Related Information

Acquiring data from SAP HANA views [page 21]SAP Lumira can acquire data from SAP HANA analytic or calculation views.




3.5.4 Accessing SAP BW data in SAP HANA views

SAP Lumira can access SAP Business Warehouse (BW) data that is available in SAP HANA analytic or calculation views.

In an SAP BW on SAP HANA system, you can use the SAP HANA modeler to import BW models (for example, SAP HANA-optimized cubes, Data Store Objects (DSO), and BW Query Snapshots) as analytic views and calculation views. Once the models are activated, SAP Lumira can consume them by connecting to an SAP HANA cube.

For information about implementing an SAP BW on SAP HANA system and about making data available to SAP HANA, see the FAQ: BW on HANA document at http://www.experiencesaphana.com/community/solutions/net-

weaver-bw/bwonhanafaq .

Related Information

Downloading data from SAP HANA [page 23]You can manipulate data and create visualizations from an SAP HANA cube.

3.5.5 Specifying values for SAP HANA variables and input parameters

You are prompted to enter a value for an SAP HANA variable or a string input parameter when acquiring an analytic view in Download from SAP HANA One mode, and when creating a document on an analytic view in Connect to SAP HANA One mode.

Context

A variable defines a filter on a dimension of a view. Before data is acquired, you must select dimension values that appear as facet rows after acquisition.

An input parameter requires a value to be entered when acquiring data. The value is passed to a calculation; for example, to calculate a formula for a calculated measure. When entering a value for a string input parameter, you must enter an SQL statement. That is, enter a single straight quotation mark to open and a single straight quotation mark to close an expressiondo not use curly or double quotation marks. For example, enter BUKRS=''CALP'' to display columns when BUKRS is equal to CALP or enter BUKRS=''''''CALP'''''' to search for CALP.

Procedure

1. Connect to an SAP HANA instance in Download from SAP HANA One or Connect to SAP HANA One mode.


http://help.sap.com/disclaimer?site=http://www.experiencesaphana.com/community/solutions/net-weaver-bw/bwonhanafaqhttp://help.sap.com/disclaimer?site=http://www.experiencesaphana.com/community/solutions/net-weaver-bw/bwonhanafaq

You can acquire particular data or all of the data that is available.2. (Optional) To choose which data to acquire, select an analytic view, select Preview and select data, click

Select, select dimension values and measures, and click Edit Variables.If no variables or input parameters are defined in the view, the Edit Variables button is not available.A HANA Variables box appears, listing the variables and input parameters defined for the analytic view. Variables are prefixed by "VAR" and input parameters are prefixed by "IP."

3. (Optional) To acquire all data available in the view, select an analytic view, and select Create.A HANA Variables box appears, listing the variables and input parameters defined for the analytic view. Variables are prefixed by "VAR" and input parameters are prefixed by "IP."

4. Click a variable or an input parameter.The dimension values or an input value appear in the right pane.

5. Select one or more values, and click Add.Press and hold Ctrl and click a value to select multiple individual values. Press and hold Shift and click the first and last value in a range to select a range of values.Values are added to the bottom pane.

6. Click OK .If you are acquiring data through Preview and select data, click Create to start the data acquisition.Data appears on the Prepare tab, and each variable appears as a facet with the selected prompt values.

The Variables button appears at the top of the facets pane; click the button to view selected values for SAP HANA variables.

3.6 Acquiring data from an SAP BW database

SAP Lumira can connect to an SAP NetWeaver Business Warehouse (BW) database to view data and to create visualizations. To acquire data, you connect to and select queries in SAP BW.

Prerequisites

Before configuring SAP BW connections, install SAP GUI for Windows on the computer where SAP Lumira is installed. This is required to run SAP Logon and to add SAP BW data sources. If SAP GUI for Windows is not installed, problems may occur with connections to SAP BW systems that communicate through a message server. SAP GUI for Windows provides necessary information about the message server in the services file. To

download SAP GUI for Windows, go to SAP Service Marketplace .

Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Connect to SAP BW, and click Next.



http://help.sap.com/disclaimer?site=http://service.sap.com

If you've already created a connection to SAP BW, a list of recent connections appears on the right side of the New Dataset window. (The list is derived from the SAP Logon.ini file on your machine or from the SAP BW platform.)

3. In the Client ID box, enter your SAP BW client identification.4. In the Language list, select the language to use.5. In the Password box, enter your SAP BW password.6. In the User box, enter your SAP BW user ID.7. Select the Save Password check box to save your SAP BW connection information in SAP Lumira.8. Click Connect, and click Next.9. In SAP BW, search for a query based on a Role or on an InfoProvider.10. Select a returned query and connect to the SAP BW system.

3.7 Acquiring data from universes

SAP Lumira can acquire data from SAP BusinessObjects universe files.

Universe (.unx) files for SAP NetWeaver BW access are created with the information design tool, which is installed with SAP BusinessObjects Business Intelligence platform. For information about the information design tool, see http://help.sap.com/businessobject/product_guides/sbo41/en/sbo41sp1_info_design_tool_en.pdf.

For information about data federation, see http://help.sap.com/businessobject/product_guides/sbo41/en/sbo41_dfat_guide_en.pdf.

For a complete list of supported universes and database access options, see the Product Availability Matrix on the

SAP Service Marketplace at SAP Product Availability Matrix .

3.7.1 Connecting to a universe data source

Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Universe, and click Next.3. In the Universe Credentials pane, enter the following details:

a) Enter the name or IP address of the server that hosts your Central Management Server (CMS).If you are connecting to a CMS that belongs to a different network domain, make sure the hosts file located at C:\Windows\System32\drivers\etc has the corresponding host name entry. For example, x.x.x.x.

b) Enter the CMS user name, password, and authentication type.


http://help.sap.com/businessobject/product_guides/sbo41/en/sbo41sp1_info_design_tool_en.pdfhttp://help.sap.com/businessobject/product_guides/sbo41/en/sbo41_dfat_guide_en.pdfhttp://help.sap.com/businessobject/product_guides/sbo41/en/sbo41_dfat_guide_en.pdfhttp://help.sap.com/disclaimer?site=https://websmp130.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/support/pam/pam.html?smpsrv=https%3a%2f%2fwebsmp104%2esap-ag%2ede#ts=2

To use Windows AD authentication to connect to the CMS, append the following two entries in the SAPLumira.ini file, located at: \SAPLumira\Desktop

-Djava.security.auth.login.config=\bscLogin.conf-Djava.security.krb5.conf=\krb5.ini

For example:

-Djava.security.auth.login.config=C:\Windows\bscLogin.conf-Djava.security.krb5.conf=C:\Windows\krb5.ini

c) Click Connect.A list of universes available in the CMS appears.

4. Select a universe and click Select.5. From the universe tree, select the required objects, and click Acquire.

Before acquiring data, you can preview the data and apply filters by selecting the Preview and Select Data option. If a query contains contexts or prompts, you must respond to them before data can be acquired. When creating a query, you can set the following query properties:

Max Rows Retrieved: The maximum number of rows to be retrieved by the query. Max Retrieval Time: The maximum amount of time a query can run. Enter the time in seconds. Retrieve Duplicate Rows: Select this option to retrieve duplicate rows.

The Visualize tab opens, and you can start building charts and analyzing the data. If you want to modify a dataset first, use the Prepare tab.

3.7.2 Troubleshooting tips for universe data connections

This section describes error messages that you might encounter while working with the universe data source and possible causes.

Error message Causes

Could not connect to Central Management Server (CMS) This error might occur in the following scenarios:

CMS is down. User name or password is incorrect. Authentication type is incorrect. Network issue.

Could not load the selected universe This error might occur in the following scenarios:

Universe is corrupted. CMS is down. Universe connection is not configured properly.

Could not validate the query This error might occur in the following scenarios:



Error message Causes

Issue with the database connection. Mismatch of data types for the selected object. Result returned from the server reached the limit set for

the configuration parameter Maximum Character Stream Size (MB) of Web Intelligence Report Server.

Universe object(s) not configured properly.

Query returns no row sets Selected object(s) results in a query which returns empty data.

3.8 Acquiring data using Query with SQL

You can create a data provider by manually entering the SQL for a target data source. You can specify the source tables, columns, and functions used to acquire data.

These prerequisites must be met before you can use Query with SQL:

You must be familiar with your database and with the SQL language. The correct data access driver must be installed for your database middleware. A data access driver is the

software provided by a database vendor that allows a client application to connect to middleware and to access data in a database. You copy the data access driver for your middleware from your database vendor support web site to a local folder, and then you can select the driver in SAP Lumira and connect to the database.

NoteInstalling data access drivers from a vendor site can be problematic due to the variety of driver versions and file formats. If you are unfamiliar with your database version or the vendor web site, contact your database administrator.

For a complete list of database middleware that Query with SQL can access, see the SAP Product Availability

Matrix .

Related Information

Installing data access drivers [page 30]The Sybase IQ 15 data access driver is automatically installed with SAP Lumira. For other databases, you may need to install the JDBC data access driver for your database middleware, before using Query with SQL.

Connecting to a Query with SQL data source [page 32]You can connect directly to a database to specify the data to acquire and to set parameters to optimize the database connection.

Specifying Query with SQL connection properties [page 34]


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3.8.1 Installing data access drivers

The Sybase IQ 15 data access driver is automatically installed with SAP Lumira. For other databases, you may need to install the JDBC data access driver for your database middleware, before using Query with SQL.

Context

The data access driver is a .jar file. You must download it from the database vendor site, copy the file to a local folder, and register the driver path by selecting the driver in SAP Lumira. You specify a Query with SQL data source on the SQL Drivers tab on the Preferences page in SAP Lumira. You can select an installed SQL driver or install the required driver.

Use one of the following database middleware:

Database middleware To obtain the driver

Oracle Go to the Oracle JDBC Driver Downloads page at http://www.oracle.com/technet

work/database/features/jdbc/index-091264.html

Before you can download a driver, you must create a free user account. If you don't know which version of the driver to use, ojdbc14.jar is suitable for any supported version of Oracle 10 and 11.

Microsoft SQL Server Go to the SQL Server 2005, 2008, and 2012 Microsoft Drivers download center page

at http://www.microsoft.com/en-us/download/driver.aspx?q=driver . Click the appropriate driver for your database, save the installation file to your computer, and run the installer from your computer.

If you don't know which version of the driver to use, Microsoft JDBC Driver 4.0 for SQL Server is suitable for all supported SQL server versions. If you are installing Microsoft JDBC Driver 4.0 for SQL server, the driver is sqljdbc_4.0.2206.100_enu.exe for a Windows operating system. The sqljdbc4.jar driver file is extracted to \sqljdbc_4.0\enu\, within the specified extraction folder.

Teradata Go to the Teradata connectivity download page at http://downloads.teradata.com/

download/connectivity/jdbc-driver . Click the appropriate driver for your database, save the compressed installation file to your computer, extract the compressed file to a local directory, and run the installer from your computer.

Before you can download a driver, you must create a free user account. If you don't know which version of the driver to use, the Teradata JDBC Driver 14 is suitable for all supported Teradata versions. For Windows, use TeraJDBC__indep_indep.14.00.00.14.zip. Once extracted, the driver files are tdgssconfig.jar and terajdbc4.jar.



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Database middleware To obtain the driver

Sybase The Sybase driver (jconn4.jar) is installed by default; you do not need to install it. It is located at \\\Program Files\SAP Lumira\Desktop\plugins\com.businessobjects.connectionserver.standalone_3.1.3.v20120603-0404\ConnectionServer\jdbc\drivers\IQ15.

IBM DB2 Go to the IBM DB2 connectivity download page at https://www.ibm.com/account/

profile/us?page=reghelpdesk . Click the appropriate driver for your database, save the compressed installation file to your computer, extract the compressed file (db2jcc.jar) to a local directory, and run the installer from your computer. For versions earlier than 9.5, you must extract db2cc.jar and db2jcc_license_cu.jar instead.

Before you can download a driver, you must register using a free IBM-recognized user email address as the account name. If you do not know which version of the driver to use, both drivers for DB2 version 10.1 [DB2 version 10.1 FP0 (GA) and version 10] are suitable for all versions later than DB2 version 9.5. For more information, contact your database administrator.

IBM Netezza For information on obtaining the correct driver for SAP Lumira, see your Netezza administrator.

Procedure

1. Select File Preferences SQL Drivers .The New Dataset page appears, listing database middleware names and the status of drivers. When the status check mark is green, the driver is correctly installed and you can start using Query with SQL. If the status check mark is red, the driver is not installed for that middleware and you must install it. If the status check mark is yellow, a compatible driver is available for the middleware, but SAP Lumira must be restarted before it is available. Once the software has restarted, you can use Query with SQL.

2. Click a data source, and perform one of the following actions:

If the data source middleware has a green check mark, click Next, enter the middleware connection information, and click Create.The data access drive is installed. You do not need to perform the remaining steps in this task.

If the data source middleware has a yellow check mark, restart SAP Lumira, and repeat step 1 of this task.When the middleware has a green check mark, the data access driver is installed. You do not need to perform the remaining steps in this task.

If the data source middleware has a red check mark, perform the remaining steps of this task.3. If the middleware driver is not configured, click the Install button, select the database driver, and click Install

Drivers at the top of the database list.4. In the selection box that appears, based on the local availability of the middleware, perform one of the

following actions:

If the correct .jar file is available, go to step 6.


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If the correct .jar file is not available, you must download the driver from the vendor support site, install the driver, click Cancel to close the driver selection box, and then download and install the correct .jar file.

You must access the web page that lists JDBC data access drivers for the middleware vendor. Depending on the database, different types of driver files are available; usually a compressed file containing the drivers or an executable file to install the drivers automatically. For SAP Lumira, download only the compressed file.

5. On your vendor's support web site, download the compressed JDBC driver file (for example, a .tar, .gz, or .zip file) for your database middleware version.See the table above for middleware driver details.

6. On your computer, locate the folder that contains the extracted JDBC driver files for your database middleware. Some examples are listed as follows:Database middleware Driver

Oracle ojdbc14.jarMS SQL Server sqljdbc4.jarTeradata terajdbc4.jar and tdgssconfig.jarSybase jconn4.jarIBM DB2 db2jcc.jar or for versions prior to 9.5: db2cc.jar and db2jcc_license_cu.jarIBM Netezza nzjdbc.jar

A complete list of supported JDBC drivers is included in the Product Availability Matrix available on the SAP

Service Marketplace site at http://service.sap.com/pam .

7. Restart SAP Lumira.When you use Query with SQL to create a new document in SAP Lumira, the target database middleware is listed with a green check mark, indicating that the driver is available to access the database. If you do not restart SAP Lumira, the available drivers list is not updated.

3.8.2 Connecting to a Query with SQL data source

You can connect directly to a database to specify the data to acquire and to set parameters to optimize the database connection.

Prerequisites

You need to install a JDBC data access driver for your database middleware before using Query with SQL. The data access driver is a .JAR file that you download from a database vendor site and copy to the driver folder in the SAP Lumira installation path. Refer to the Related Information about finding and installing the correct data access driver for your database middleware.



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Procedure

1. On the Home page, click Acquire Data.2. In the New Dataset window, click Query with SQL, and click Next.

A list of database middleware appears. If the middleware for the database that you want to access using Query with SQL appears with a red cross, then the driver is not installed for that middleware. See the Related Information about finding and installing the data access driver. If your middleware has a green check, then you can start using Query with SQL.

3. Click the database middleware name for your target database.

If the driver is available, click Next. If the driver is not available, click Install to install the data access driver. Refer to the Related Information

about installing your driver. The rest of the procedure describes connecting to your database with an installed and correctly configured data access driver.

4. Enter your logon credentials on the Login tab and, if necessary, specify the driver parameters on the Advanced tab.

5. Click Create.The SQL editor opens.

6. Enter the SQL to fetch the required tables, preview the SQL query, and click Create .The Visualize tab appears, and you can start building charts and analyzing data. If you want to modify the dataset first, switch to the Prepare tab.

Related Information

Specifying Query with SQL connection properties [page 34]Using the SQL editor for Query with SQL [page 33]Installing data access drivers [page 30]

The Sybase IQ 15 data access driver is automatically installed with SAP Lumira. For other databases, you may need to install the JDBC data access driver for your database middleware, before using Query with SQL.

3.8.2.1 Using the SQL editor for Query with SQL

You use an SQL editor to write SQL to create a Query with SQL data source based on a connected database. The SQL editor is accessed from the Query with SQL connection option when you create a new document.

NoteOnly the SELECT statement is authorized in the SQL editor to acquire data from database tables.

The SQL editor has the following options to help you select tables for your data source:


SQL editor options Description

Catalog The accounts available to the connected database. Expand each node to see the tables available. Double-click a table to enter the table in the SQL query.

Query The Select query to fetch the tables. Only SELECT is supported. You can add table names by double-clicking the table in the account node in the left pane.

SQL History Keeps a log of the Select statements used in the query pane. Click a statement to include it in the query.

Preview data Click to preview the tables that are acquired by the SELECT.

Select All/None You can select all the columns or no columns. You can select individual columns for acquisition.

Related Information

Connecting to a Query with SQL data source [page 32]You can connect directly to a database to specify the data to acquire and to set parameters to optimize the database connection.

3.8.3 Specifying Query with SQL connection properties

You can create your own data provider by manually entering the SQL for a target data source to acquire table data. When you use Query with SQL you must enter connection information for the target database, and you can also specify connection parameters to optimize the fetching of data. You have the following login and optimization options:

Table 2: Login parametersOption Description

User name

Password

Server (:) The name and port of the server hosting the database

Database Database name

Table 3: Advanced parametersOption Description

Connection pool mode If using a connection pool, the method to use to keep the connection pool mode connection active.

Pool timeout If the connection pool mode is set to "Keep the connection active for", the length of time in minutes to keep the connection open.



Option Description

Array fetch size The maximum number of rows authorized with each fetch from the database. For example, if you enter 20, and your query returns 100 rows, the connection retrieves the data in 5 fetches of 20 rows each. To deactivate array fetch, enter an array fetch size of 1. The data is retrieved row by row.

NoteDeactivating array fetch size can increase the efficiency of retrieving your data, but slows server performance. The greater the value in the array fetch size, the faster your rows are retrieved. You must, however, ensure you have adequate client system memory.

Array bind size Size of the bind array before it is transmitted to the database. Generally, the larger the bind array, the more rows (n) can be loaded in one operation and the better your performance.

Login timeout The number of minutes before a connection attempt times out and an error message is displayed.

JDBC driver properties Values for JDBC driver properties. You can define the value of more than one property, separated by commas. For example, the following value for JDBC driver properties sets the oracle.jdbc.defaultNChar and defaultNChar driver properties:

oracle.jdbc.defaultNChar=true,defaultNChar=true

3.9 Editing an acquired dataset

After a dataset has been acquired, you can edit it.

Context

You can edit the following information in acquired datasets:

Add new columns that had been removed from the data source when it was originally acquired Remove columns that were included in the original data source Change values selected for SAP HANA variables and input parameters


Procedure

1. Open a dataset that has already been acquired in SAP Lumira.

2. Select Data Edit .3. Perform one or more of the following actions:

Select a column name check box to add a new column. Clear a column name check box to remove an existing column. Select or clear check boxes to add or remove dimensions and measures. To change SAP HANA variables and input parameters, click Edit Variables, enter or delete values for

variables or input parameters, and click OK.4. Click OK .

Results

The dataset is updated with the added or removed columns, dimensions, measures, or variables.



4 Preparing dataWhen data is first acquired by SAP Lumira, it is raw data that is often formatted inconsistently, and is not easily interpreted by business users. Before creating the charts to visualize your data, it is often necessary to prepare the data so that it is presentable and understandable.

Data preparation can be done in either Grid or Facets view, using the data manipulation panel at the right side of the Prepare tab.

Editing tasks can be applied to all values in a column or to selected values.

Related Information

Editing and cleaning data [page 41]Converting data to another type [page 45]Creating geography and time hierarchies [page 72]Creating a measure from a column or a dimension [page 77]

You can create measures from a context menu by clicking the down arrow in a column heading or by clicking the properties cogwheel for a dimension.

Adding a dataset [page 79]You can open multiple datasets in the same document, and you can add a dataset to the ones available in the document.

Switching to another dataset [page 79]Merging datasets [page 80]

4.1 Prepare tabviewing, cleaning, and manipulating data

Before creating charts, use the tools on the Prepare tab to view and prepare data.

The Prepare tab displays data for the connected data source and is divided into three areas:

SAP Lumira User GuidePreparing data 2014 SAP SE or an SAP affiliate company. All rights reserved. 37

Area Description

Data This central area displays data in rows and columns (Grid view) or in facets (Facets view). It is where you view data and can apply the following tools (when available) to column values:

Change Aggregation Sort Filter Display Formatting Convert To Number Convert To Date Convert To Text Create a measure Create a time hierarchy Create a geographic hierarchy Create a custom hierarchy Rename Remove Merge the column Hide column Fit to content Create Calculated Dimension Duplicate

Object Picker The Object Picker (located to the left of the data area) lists the measures and dimensions that SAP Lumira detected in the data. Use tools on the Object Picker to edit or define new measures and to create time and geography hierarchies.

Data manipulation Use the tools on the right side of the data area to edit text and convert values in a particular cell or column of data, to create new columns with formulas, and to rename, duplicate, and remove columns.

Related Information

Object Picker [page 39]Data pane [page 39]Data manipulation panel [page 40]Preparing data [page 37]


Preparing data

4.1.1 Object Picker

The Object Picker is the panel to the left of the central Data pane. The Object Picker lists the measures, dimensions, hierarchies, and inferred dimensions in the dataset:

Object Picker objects Description

Measure Maps to aggregated data in a column or calculation. You use measures to get the calculated result when different columns are combined. For example a measure called Sales Revenue would represent the column Sales Revenue that contains the summed revenue for sales. Measures are automatically detected and listed.

Hierarchies References more than one related column in your dataset. These columns have hierarchical relationships; for example, an object Time could include Year, Quarter, and Month arranged in a hierarchical structure under the top object Time.

Attributes Map to columns in the dataset.

Inferred dimensions One or more columns that are created based on geography or time data available to SAP Lumira to support a hierarchy.

Related Information

Preparing data [page 37]Creating geography and time hierarchies [page 72]Creating measures [page 76]Enriching data [page 72]

You can enrich data by adding measures and time and geography hierarchies. Measures allow easy manipulation of calculations, and hierarchies enable you to use a natural grouping of related columns.

4.1.2 Data pane

The Data pane is the central pane in the Prepare tab that shows your data. You use the Data pane to view, organize, and prepare the data for visualization. The following tools are available at the top of the Data pane, to help you manage and edit your dataset:

Tool Description

Data source selection list Data sources connected in the current session are available here. You can switch from one dataset to another. You can also add a new dataset to the current session.

Data filters You can define constraints to filter column data.

Grid Data is presented as columns and rows. All rows are displayed.


Tool Description

Facets Data is presented as columns, with only unique values shown. The repeated values in columns are not shown. Using facets can be useful if you have many repeated values.

Show/Hide columns

Calculation You can add calculated dimensions or measures.

Combine as Merge: You can merge data from multiple datasets into the current dataset. The data must be compatible.

Append: You can add another dataset to the current one. Data in common columns is appended to the current dataset, but data in unique columns is added as new columns.

Undo/Redo

Related Information

Editing and cleaning data [page 41]Filtering data in columns and charts [page 44]Adding a dataset [page 79]

You can open multiple datasets in the same document, and you can add a dataset to the ones available in the document.

Merging datasets [page 80]Switching to another dataset [page 79]

4.1.3 Data manipulation panel

The data manipulation panel, on the right side of the Prepare tab, contains tools that allow you to edit and format values. Depending on the data type of the selected column, you can:

Duplicate, rename, and remove columns. Create columns with formulas. Find, replace, and change string values. Fill in prefixes, and suffixes. Convert, trim, and group values. Edit within text strings.


Preparing data

4.2 Editing and cleaning data

Context

You use an editing panel to the right of the central pane to edit and format the values in a column. You can use the editor in either Grid or Facets view.

NoteSome of the options available in the manipulation tool panel are also accessible by clicking the arrow in the column name, or by right-clicking the column name.

Procedure

1. Do one of the following:

To edit all values in a single column. Click the column header.

To edit all values in multiple columns. Press CTRL and click individual column headers.

To edit an individual value. Click an individual cell.

To edit multiple values in a column. Press CTRL and click individual cells.

To edit a range of characters or a word within a cell (cell inner selection).

Double-click in Grid view, or slow double-click in Facets view, and select a range of characters or a word.

NoteThis operation is available only for character values.

2. Open the manipulation tools panel to the right of the central pane.The editor panel opens. The unique column values appear in an All values box at the top of the panel. You can select one or more values to edit in this box, or enter a search string in the Filter items box. Selections in the editor panel override the value selections made directly in the column. Column editing options depend on the data type of the column, and whether a column, a cell, or a range of characters within a cell are selected. You have the following options:

Edit tool Description Available in column name menu (or context menu)

Available for ...

Character

Date Number

Duplicate Create new column that is a duplicate of the selected column.

Yes Yes Yes Yes

Rename Change the column name. Yes Yes Yes Yes

Remove Remove selected column. Yes Yes Yes Yes



Available for ...

Character

Date Number

Split Create a new column with string values appearing after a defined split point. The split can be a punctuation mark; for example, a comma, or a text string.

No Yes No No

Create Create a new column for number and date types that applies a function to values; for example, a function Floor can be applied to a column Margin to create a new column of margin values rounded down to the nearest whole number.

No No Yes Yes

Set case Change string values to either lower or upper case.

No Yes No No

Find and replace

Search to find a string and replace with a new string.

No Yes No No

Fill with Specify a character to prefix or suffix a string to a defined character length.

No Yes No No

Convert Column to Text

Insert a copy of the column with values as text format.

Yes No No Yes

Column to Number

Insert a copy of the column with values as Number format.

Yes Yes No No

Column to Date

You select a date format then validate. A copy of the column is inserted with values as the new date format.

Yes Yes No No

Trim Remove characters after or before a specified punctuation mark or a character.

No Yes No No

Grouping Create a new column where you can create new groups of rows (for example group 1, group 2...) to organize your rows. Rows that are not in specific groups can be organized in a group called 'Others' or can remain individual.

No Yes Yes Yes


Preparing data


Available for ...

Character

Date Number

Cell inner selection

When you double-click in Grid view, or slow double-click in Facet view, and select a range of characters or a word, you can do the following:

Remove, replace text portions Create a new column with the same rows

but cleaned (example remove "resort" from values. )

Move the selected text to the beginning of the row value.

No Yes No No

3. Click an editing option in the right pane. Select or type the modification to the values and click Apply.The change is effected immediately in the affected