Visual BI Instant BI template for SAP Lumira Designer 2.1

SAP Lumira Designer - Instant BI P a g e | 2 of 17

1 Copyright 3

1.1 Trademark Information 3

1.2 Patent Information 3

1.3 SAP Trademarks 3

2 Connecting to Data Sources 4

2.1 Instructions 4

3 Working with the Overview 7

3.1 Instructions 7

4 Working with the Detail Tab 9

4.1 Instructions 9

5 Working with Self Service 11

5.1 Instructions 11

6 Working with Geo Map 12

6.1 Instructions 12

7 Menu Bar 13

8 Additional Functionalities 14

9 Uploading the document 15

9.1 Instructions 15

10 Limitations 17

SAP Lumira Designer - Instant BI P a g e | 3 of 17

1 Copyright

©Visual BI Solutions, Inc. (“Visual BI”). All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Visual BI. Under the law, reproducing includes translating into another language or format. As between the parties, Visual BI retains title to, and ownership of, all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g. a book or sound recording). Every effort has been made to ensure that the information in this manual is accurate. Visual BI Solutions is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

1.1 Trademark Information

Visual BI® and the Visual BI logo design are trademarks of Visual BI. in the United States and various other countries. All other trademarks are the property of their respective owners.

1.2 Patent Information

The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Visual BI.

1.3 SAP Trademarks

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.

www.visualbi.com solutions@visualbi.com Phone: +1 888-227-2794 Fax: +1 888-227-7192 Plano, TX Dallas, TX Chennai, India

SAP Lumira Designer - Instant BI P a g e | 4 of 17

2 Connecting to Data Sources

2.1 Instructions

1. In the Welcome Screen, select a connection by clicking on the Icon.

2. In the CONNECTIONS dialog box that appears, select the desired connection and click Connect.

Figure 2.2 – Choose New Connection

3. Now click Browse Data source.

4. In the Select Data Source window, search for a query name and click the OK button.

Figure 2.1 – Welcome Screen

SAP Lumira Designer - Instant BI P a g e | 5 of 17

Figure 2.3 – Add Data Source

5. A pop-up window shows the summary of the selected data source. Click CONTINUE to proceed.

Figure 2.4 – Select Connection

6. The next screen shows up where we can choose the KPIs. The default KPIs that are available in the query

are listed under Default KPIs. Custom KPIs can also be created by combining two or more KPIs from the left

side. Click Done once completed.

SAP Lumira Designer - Instant BI P a g e | 6 of 17

Tip

Only a maximum of 8 KPIs can be displayed. If there are more than 8 KPIs, the first 8 KPIs will displayed by default.

7. In the next screen that appears, choose the dimensions from the list and click Done.

Figure 2.6 – Dimension Selection

8. Enter a name for the dashboard, its description and logo using image URI and click LAUNCH AND SAVE AS

DEFAULT. This ensures that all configurations made so far will be saved.

Figure 2.5 – Outline View

SAP Lumira Designer - Instant BI P a g e | 7 of 17

3 Working with the Overview

3.1 Instructions

1. The application opens as shown in the figure below.

Figure 3.1 – Initial View

2. Click the menu option on the left top to toggle between dimensions you have previously selected for micro

chart.

Figure 3.2 – Micro chart Display

3. Click the Custom measure button to open the Customer Measure Setting dialog box. The Scaling

factor, Number of decimal places and Unit can be defined in Customer Measure Dialog box.

SAP Lumira Designer - Instant BI P a g e | 8 of 17

Figure 3.3 – Measure Setting

4. Click on a KPI Tile to perform a detailed analysis.

SAP Lumira Designer - Instant BI P a g e | 9 of 17

4 Working with the Detail Tab

4.1 Instructions

1. The Detail Tab can be opened by directly clicking on a KPI tile in the Overview Tab or by selecting the Detail

Tab on the top right of the dashboard. In the latter case, you can toggle between KPIs by selecting the menu

option in the top left corner.

Figure 4.1 – Detailed View

Figure 4.2 – KPI Selection

2. The charts can be modified with respect to Measure selection, Chart type selection, Horizontal & Vertical

axis selections through the buttons available above the chart.

3. All the charts in the dashboard act as filters. Click on any chart to set selection as global filter.

4. Action menus are available for every chart to allow users to perform actions like sort, ranking, summation,

export and so on.

SAP Lumira Designer - Instant BI P a g e | 10 of 17

Figure 4.3 Action Menu

SAP Lumira Designer - Instant BI P a g e | 11 of 17

5 Working with Self Service

5.1 Instructions

1. The self-service Tab can be opened by clicking on the tab ribbon on the top right. This provides ad-hoc

analysis of the dataset.

2. The Ad-hoc Analysis tab has three sub tabs viz. Crosstab, Spreadsheet & Chart and users can choose one to

view in desired form.

3. Under Crosstab, Menu options are available for Tables with various options available – Pin Column, Auto size

& reset columns.

4. Under Chart, Show Data Label button is available to hide/show data labels for chart. Users can choose any

desired chart type from the available types. Menu icon is available at the top right corner of the chart to

print or download chart and also to perform zoom, lasso & reverse lassos.

5. The users can toggle between the dimensions either by selecting from the available dimension list or by

searching for the dimensions to view data in desired format. Once dimensions have been chosen, click on Go

to apply the changes.

6. Right click on the Measures button to explore on more available options like suppressing zeros, add/remove

filter, swapping, conditional formatting and so on.

Figure 5.1 – Self Service View

SAP Lumira Designer - Instant BI P a g e | 12 of 17

6 Working with Geo Map

6.1 Instructions

1. The Geo tab has two different maps viz. World & USA.

2. If you have a city in your data, the state can be drilled down.

3. The tabular form of data can be seen on the right side of the chart.

4. Zoom in and Zoom out buttons are present at the top left corner of the map to allow users to zoom and see

the map.

5. The menu icon at the top right corner of the map allows users to print and download the chart in different

formats.

Figure 6.1 – Geo Map View

SAP Lumira Designer - Instant BI P a g e | 13 of 17

7 Menu Bar

1. The icons available in the top left corner of the menu bar allows user to change the default view of the map.

2. The Menu icon allows the users to toggle between KPIs to be displayed on the chart.

3. The Settings icon allows users to change prompt values incase variables are present.

4. The Measure settings icon enables the users to change the format of the measure values like scaling

factors, decimal places and units.

5. The Add filters icon allows users to add new filter values for any dimensions.

6. The Clear filter icon in the top right corner of the menu bar will clear all the filter that has been set for

the dimensions. This icon will be enabled only if any filters has been set.

SAP Lumira Designer - Instant BI P a g e | 14 of 17

8 Additional Functionalities

1. Four icons are available on the right side of the Geo tab to allow user to achieve additional functionalities.

2. The Connect Data Source button takes user to Open Data Source window (initial window) where users

can choose different system and data source for the dashboard at any time.

3. The Share icon allows users to share URL of the current view of the dashboard via mail.

4. The bookmark icon will save all the changes made to the dashboard since launching as the default

view of the dashboard. On saving the current view, the icon changes to which clears the default

settings.

5. The App info icon will show the dashboard information to users.

SAP Lumira Designer - Instant BI P a g e | 15 of 17

9 Uploading the document

9.1 Instructions

1. Copy the LUMX file to SAP Lumira Documents Folder under your documents. 2. Open Lumira Designer. Now, the file you pasted under SAP Lumira Documents folder is listed under Local

Documents.

3. Right click on the desired document and select Upload to BI Platform.

4. Choose the folder location where the document must be placed and enter a name for the application. Click

OK.

5. The Lumira Document will now be created under BI Platform Documents. Double click on an application to

open it.

Figure 9.2 – Choose New Connection

Figure 9.1 – Local Documents

SAP Lumira Designer - Instant BI P a g e | 16 of 17

Tip

The Application with the checkbox is the default application. To set an application as the default, Right click on the application and select Set as Default.

SAP Lumira Designer - Instant BI P a g e | 17 of 17

10 Limitations

1. Queries with large data set cannot be used.

2. The dashboard is supported only in Desktop and iPad. In iPad, only the first page i.e., Overview will be

shown.

3. Latitude and Longitude information could not be mapped in Geo maps. Only State and City can be mapped.