vi1_0_12_user_en

SAP Lumira 1.0.12

2013-09-30

SAP Lumira User Guide

2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may bereproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

Copyright

The information contained herein may be changed without prior notice. Some software productsmarketed by SAP AG and its distributors contain proprietary software components of other softwarevendors. National product specifications may vary. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warrantyof any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials.The only warranties for SAP Group products and services are those that are set forth in the expresswarranty statements accompanying such products and services, if any. Nothing herein should beconstrued as constituting an additional warranty. SAP and other SAP products and services mentionedherein as well as their respective logos are trademarks or registered trademarks of SAP AG inGermany and other countries. Please seehttp://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademarkinformation and notices.

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Contents

SAP Lumira documentation resources....................................................................................7Chapter 1

SAP Lumira overview..............................................................................................................9Chapter 2

New in this release SAP Lumira 1.12....................................................................................11Chapter 3

Installing SAP Lumira............................................................................................................13Chapter 4

Installation prerequisites.........................................................................................................134.1

Using the SAP Lumira Setup program....................................................................................134.2

To install SAP Lumira using the setup program......................................................................144.2.1

Performing a silent installation................................................................................................154.3

To perform a silent installation................................................................................................154.3.1

Updating your SAP Lumira installation....................................................................................164.4

Uninstalling the SAP Lumira application..................................................................................164.5

To uninstall SAP Lumira.........................................................................................................164.5.1

Important considerations for using SAP HANA.......................................................................174.6

To configure _SYS_REPO for the SAP Lumira user...............................................................174.6.1

Supported OLAP measures ..................................................................................................184.6.2

Important considerations for using SAP BusinessObjects Universes......................................184.7

Connecting to data sources..................................................................................................19Chapter 5

Acquiring data from your data sources...................................................................................195.1

Editing acquired data sources.................................................................................................205.1.1

Viewing connections and associated documents....................................................................205.2

Number and date formats applied in SAP Lumira....................................................................215.3

Connecting to an Excel file.....................................................................................................215.4

Working with CSV files..........................................................................................................225.5

Connecting to a CSV data file................................................................................................235.5.1

Working with SAP HANA views.............................................................................................245.6

Download from SAP HANA....................................................................................................255.6.1

Connect to SAP HANA..........................................................................................................255.6.2

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Accessing SAP BW data through SAP HANA views..............................................................265.6.3

Specifying values for SAP HANA variables and input parameters...........................................275.6.4

Working with data from a universe.........................................................................................285.7

Connecting to a universe datasource.....................................................................................285.7.1

Troubleshooting Tips..............................................................................................................295.7.2

Using Query with SQL...........................................................................................................305.8

Installing data access drivers..................................................................................................315.8.1

Connecting to a Query with SQL data source........................................................................345.8.2

Specifying Query with SQL connection properties.................................................................365.8.3

Getting started......................................................................................................................39Chapter 6

Working with data from start to finish using SAP Lumira........................................................396.1

Start using SAP Lumira from the Home page.........................................................................406.2

Prepare, Visualize, Compose, and Share working modes.......................................................416.3

Creating a new document......................................................................................................426.4

Saving your documents..........................................................................................................426.5

Saving a document to the SAP Lumira Cloud.........................................................................446.5.1

Creating new charts...............................................................................................................456.6

Saving your charts.................................................................................................................456.7

Opening datasets...................................................................................................................456.8

Opening documents...............................................................................................................466.9

Preparing data.......................................................................................................................47Chapter 7

Preparing your data before charting........................................................................................477.1

Using Prepare tab to work with data.......................................................................................477.1.1

Editing and cleaning data........................................................................................................517.1.2

Filtering data in columns and charts........................................................................................537.1.3

Formatting numbers and dates...............................................................................................557.1.4

Customizing columns with formulas ......................................................................................557.1.5

Enriching your data.................................................................................................................647.2

Enriching your data automatically............................................................................................657.2.1

Creating hierarchies...............................................................................................................657.2.2

Creating measures.................................................................................................................687.2.3

Working with different datasets..............................................................................................717.3

Adding another dataset..........................................................................................................717.3.1

Switching to another dataset..................................................................................................727.3.2

Merging datasets...................................................................................................................727.3.3

Appending datasets (UNION).................................................................................................737.3.4

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Contents

Visualizing data.....................................................................................................................75Chapter 8

Creating charts to visualize your data.....................................................................................758.1

Building a chart using the Chart feeder panel.........................................................................758.1.1

Choosing a chart type for your data.......................................................................................778.1.2

Predicting data trends over time.............................................................................................798.1.3

Applying calculations, sorting, and ranking on measures........................................................808.1.4

Plotting measures as a dimension in a chart...........................................................................818.1.5

Changing legend colors for Geography charts........................................................................818.1.6

Adding custom charts to SAP Lumira.....................................................................................828.2

Using the sample charts installed with SAP Lumira................................................................828.2.1

Using the CVOM flagbar sample chart...................................................................................838.2.2

Creating storyboards............................................................................................................85Chapter 9

Creating storyboards with your charts and data.....................................................................859.1

Creating storyboards.............................................................................................................859.2

Customizing your storyboards................................................................................................879.3

Sharing charts and data........................................................................................................89Chapter 10

Sharing your charts and datasets...........................................................................................8910.1

Sending your chart by mail.....................................................................................................9010.1.1

Exporting a dataset to a file....................................................................................................9010.1.2

Publishing datasets to SAP HANA.........................................................................................9110.1.3

Publishing datasets to SAP Explorer......................................................................................9110.1.4

Publishing datasets to the SAP Lumira Cloud.........................................................................9410.1.5

Publishing documents to StreamWork...................................................................................9410.1.6

Managing SAP Lumira..........................................................................................................97Chapter 11

Setting application preferences..............................................................................................9711.1

Setting configuration parameters............................................................................................9911.2

Changing the user interface language.....................................................................................9911.3

Sending feedback directly to SAP from SAP Lumira.............................................................10011.4

Adding your feedback to a snapshot of the active window...................................................10111.4.1

Resetting the default feedback server URL..........................................................................10211.4.2

Scheduling document refresh...............................................................................................10211.5

Extending SAP Lumira with custom charts.........................................................................105Chapter 12

About sample charts created from CVOM extensions..........................................................10512.1

Overview of CVOM extensions in SAP Lumira ....................................................................10512.1.1

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Contents

Chart extensions..................................................................................................................10612.1.2

Create your own visualization as an extension......................................................................10812.1.3

Understanding the extension creation workflow...................................................................11312.1.4

Structure of a chart extension..............................................................................................13112.1.5

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Contents

SAP Lumira documentation resources

You have the following resources to help you get the most out of the data manipulation, charting, andsharing features in SAP Lumira:

Then go here...What do you want to do?

The Online Help is available within the application as follows:

Click the Help icon (?) on a dialog box or window. Select Help > Help. Press F1

Get instant help on using SAPLumira, or find information on afeature or workflow.

SAP Lumira Help PortalGet complete documentation onusing SAP Lumira (English).

SAP Help Portal for all languages.

Click a language, then select SAP Lumira and the version re-quired from the drop down lists.

Get complete documentation onusing SAP Lumira in a differentlanguage.

http://service.sap.com/pam

In the Search field type SAP Lumira.

Get the list of supported operatingsystems, hardware requirements,and database middleware.

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SAP Lumira overview

SAP Lumira is a data manipulation, visualization, and storyboard creation tool. You can connect to oneor multiple data sources, to create datasets in which you can manipulate, cleanup, and visualize datawith a diverse offer of graphical charts and tables. You can create storyboards using the charts, addingfilters, images, and text to tell the story of how your data is changing and trending.

SAP Lumira is installed locally and can operate on either remote or local data. The charts that are builton the datasets can be saved and sent out by email. Your datasets can be published to SAP HANA,SAP Explorer, the SAP Lumira cloud, and SAP Streamwork activities.

A dataset and its charts that you create in SAP Lumira are saved in documents with the file format.SViD. This is a document that contains the data source connection information, the data definition anddata, and the visualizations.

Related Topics New in this release SAP Lumira 1.12 Working with data from start to finish using SAP Lumira

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SAP Lumira overview

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SAP Lumira overview

New in this release SAP Lumira 1.12

The following new features are available in the release of SAP Lumira 1.12.0:

See this section...DescriptionNew in this release

Application is now HTML5

Creating storyboards with yourcharts and data

SAP Lumira now includes a newtab Compose which guides youthrough the creation of one ormore storyboards to describe asa graphical story the changes andtrends in your data.

You can create story-boards using charts, filters,and text.

In the Extension chart family youcan use: Funnel charts to display pro-

gressive decreasing propor-tions, often useful when repre-senting sales information.

Parallel coordinates charts toshow trends when comparingsets of different factors onparallel axes.

New Funnel and Parallelcoordinates charts

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Installing SAP Lumira

4.1 Installation prerequisites

Before installing this product, make sure the following requirements are met:

Install the package that corresponds to your computer's bit rate. Separate installation packages areavailable for 32-bit and 64-bit machines.

You must have Administrator rights to install SAP Lumira on the computer. Sufficient disk space must be available on the following resources:

Required spaceResource

2.5 GBDrive hosting the User application data folder

322 MBUser temporary folder (\AppData\Local\Temp)

1 GBDrive hosting the installation directory

The following ports must be available:

Required byPort

SAP Lumira installationAny port in the range 4520-4539

The SAP Lumira Setup program will check for these prerequisites.

4.2 Using the SAP Lumira Setup program

The SAP Lumira Setup program is contained within the self-extracting archive - SAPLumiraSetup.exe.The program is an installation wizard that guides you through the the installation of the required SAPLumira resources on your computer. The program automatically recognizes your computer's operatingsystem and checks for platform requirements. It updates files as required.

For a current list of supported platforms, and information about specific platforms and configurationsfor SAP Lumira, refer to the following page: https://websmp103.sap-ag.de/pam.

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4.2.1 To install SAP Lumira using the setup program

1. Navigate to the SAP Lumira self-extracting archive - SAPLumiraSetup.exe - and double-click the

setup icon .

The SAP Lumira Setup program is extracted from the archive. The Installation Manager performsa verification check for all of the installation prerequisites. A "Prerequisites" page opens only if theverification fails for any requirement. Close the wizard and correct any missing prerequisite beforerelaunching SAPLumiraSetup.exe.

If all of the installation prerequisites are confirmed, the "Define Properties" page opens.

2. Specify where you want the program installed:a. Click Next to accept the default installation directory.b. Type the path, or click Browse to navigate to where you want the program installed. Click Next.The "License Agreement" page opens.

3. Review the License Agreement. When you are ready, select I accept the License Agreement andclick Next.The Registration page appears.

4. Click one of the following registration types then fill in the required information:

DescriptionEnter this informationClick a Registra-tion type

If you register as a SAP Lumira Clouduser, the SAP Lumira Personal Editionis installed. This is a version of SAPLumira with data source access limit-ed to MSExcel, CSV, and SAPHANAOnline. There are other limitationsdepending on the datasource.

Note:If you need access to other datasources you can buy the completeversion of SAP Lumira. You can alsoinstall a trial version of SAP Lumirathat gives you full access to supporteddata sources for 30 days.

Enter the required information tocreate a new SAP Lumira Cloud ac-count.

New SAP LumiraCloud user

Enter your email and password foryour existing SAP Lumira Cloud ac-count.

Existing SAP Lu-mira Cloud user

The version of SAP Lumira that corre-sponds to your licence key is installed.Enter your keycode.Keycode

5. Click Next.

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The Ready to Install page appears. You can go back to modify your installation information ifrequired.

6. Click Next.The installation is complete when the "Finish Installation" page opens.

7. To automatically launch the program, select Launch SAP Lumira after installation completes.Click Finish to close the Installation Manager.

8. Click Finish to close the Installation Manager.

4.3 Performing a silent installation

Using a silent installation, system administrators can run a script from the command line to automaticallyinstall SAP Lumira on any machine in their system without the setup program prompting them forinformation or displaying the progress bar. The silent installation is primarily geared towards users withnetwork administration roles. A silent installation is particularly useful when you need to push multipleinstallations in your corporate network. Once you have created a silent installation response file, youcan add the silent installation command to your installation scripts.

4.3.1 To perform a silent installation

You can use the SAP Lumira self-extractor to create a response file required for a silent installation.Follow the instructions below to create a response file and perform a silent installation.1. Click Start > Run and type cmd to open a Command Prompt window.

2. Navigate to the SAP Lumira self-extracting archive:SAPLumiraSetup.exe

3. Run the following command:

SAPLumiraSetup.exe -w \response.ini

Note: represents the file path where you want to save the response file

.The SAP Lumira Setup program opens.

4. Follow the installation wizard to select your SAP Lumira setup options.5. On the "Start installation" page, click Next.

The setup program writes your installation options to the response.ini file, and closes.

Tip:You can now open response.ini in a text editor to review your setup selections.

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6. To run the silent installation, open a Command Prompt window and enter the following command:

SAPLumiraSetup.exe -s -r \response.ini

The parameter -r requires the name and location of the response file as specified in Step 3. Theoptional parameter -s hides the self-extraction progress bar during the silent installation.

4.4 Updating your SAP Lumira installation

Your settings for Auto update in the application preferences ensure that you are notified when updatesare available for SAP Lumira. You access the Auto update page as follows: File > Preferences > Autoupdates.

You can choose to have the updates installed automatically, or choose to download and install manually.Refer to Related Topics for information on using Auto update.

Related Topics Setting application preferences

4.5 Uninstalling the SAP Lumira application

Use the uninstall utility in Control Panel\Programs and Features to uninstall the product fromyour machine:

4.5.1 To uninstall SAP Lumira

1. To remove the product from your machine, right-click SAP Lumira in Control Panel > Programsand Features and select Uninstall.The "Confirm Uninstall" page opens.

2. Click Next.SAP Lumira is removed from the machine when the "Finish Uninstallation" page opens.

3. Click Finish to close the Installation Manager.

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4.6 Important considerations for using SAP HANA

This section contains important considerations and requirements for using SAP Lumira with the SAPHANA database.

Security requirements for publishing to SAP HANABefore users can publish content to SAP HANA, they must be assigned specific privileges and roles.These roles and privileges are also required for retrieving data from SAP HANA. Use the SAP HANAStudio application to assign user roles and privileges. For information on administrating the SAP HANAdatabase and using SAPHANAStudio see SAPHANADatabase Administration Guide. For informationon user security, see the SAP HANA Security Guide (Including SAP HANA Database Security).

The user account used to log into the HANA system from SAP Lumira must be assigned to the"MODELING" role (in HANA).

Note:This action can only be performed by a user with ROLE_ADMIN privileges on the SAP HANA database.

When an SAP Lumira user logs into the SAP HANA system, the internal _SYS_REPO account must:

Be granted the SELECT SQL Privileges. Have the Grantable to others option selected on the (SAP Lumira) user's schema.

4.6.1 To configure _SYS_REPO for the SAP Lumira user

If an account for the SAP Lumira user is already defined in the SAP HANA system:

1. From the system connection in the SAP HANA Studio Navigator window, go to Catalog >Authorization > Users.

2. Double-click the _SYS_REPO account.3. Under the SQL Privileges tab, click the + icon, enter the name of the user's schema, and click OK.4. Choose SELECT and the corresponding Yes under Grantable to others.

5. Click Deploy or Save.

Tip:You can also open an SQL editor in SAP HANA Studio and run the following SQL statement:

GRANT SELECT ON SCHEMA TO _SYS_REPO WITH GRANT OPTION

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4.6.2 Supported OLAP measures

SAP HANA supports only the following measures of aggregation in OLAP data sources:

SUM MIN MAX COUNT

If your dataset contains an aggregation on a measure that is not listed above, the aggregation will beignored by SAP HANA during publication, and it will not be part of the final published artifact.

4.7 Important considerations for using SAP BusinessObjects Universes

To acquire data from universes that exist on the BI 4.0 platform, ensure that theWeb Intelligence Serveris running. And also ensure that your Business Intelligence platform is at BI 4.0 SP2 patch level 14 orabove. However, you can also acquire data from universes that exist on BI 4.0 SP3 and BI 4.0 SP4platforms.

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Connecting to data sources

5.1 Acquiring data from your data sources

You can acquire data from the following data sources:

MS Excel CSV file SAP HANA SAP BW data exposed as views in SAP HANA SAP BusinessObjects Universe Query with SQL

Depending on your data source, data can be adapted before acquisition to include or remove columns,attributes, measures, or SAP HANA variables and input parameters.

For certain data sources you have other options, for example data formatting, column naming andtrimming, and specifying column name prefixes. The acquisition options are described for each individualdata source.

You can also edit a data source that has been acquired. You can add or remove columns, attributes,measures, and variables from the original data source.

Note:For data that is acquired to manipulate locally, the maximum number of cells that can be acquired islimited by the capacity of your machine, however, you are notified by a warning at 15 million for 32 bitsystems, and 30 million cells for 64 bit.

Related Topics Working with CSV files Working with SAP HANA views Connecting to an Excel file Using Query with SQL Connecting to a universe datasource Editing acquired data sources

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5.1.1 Editing acquired data sources

You can edit a data source that has already been acquired as follows:

Add new columns that had ben removed from the data source when acquired originally. Remove columns included in the original data source Change values selected for SAP HANA variables and input parameters.1. Open a data source that has been already acquired by SAP Lumira.2. Select Data > Edit.

The data acquisition box appears. Columns that are not included in the current data source aregrayed out.

3. Depending on your data source, do one of the following: Select column name check boxes to include new columns. Clear column name check boxes to remove existing columns. Select or clear choices to add or remove attributes and measures. Click Edit Variables to open the HANAVariables box. You can add or remove values for variables

or input parameters. Click OK to validate your choices.

4. Click OK .The data source is updated with the added or removed columns, attributes, measures, or variables.

5.2 Viewing connections and associated documents

You can view all the connections defined for SAP Lumira and the documents associated with eachconnection, from the Connections tab available on the Welcome page. You can also change the targetdata source for locally defined connections.

1. Open the SAP LumiraWelcome page.If you have a Prepare, Visualize or Share view open, you need to save, then close the documentto return to the Home page.

2. Click the Connections tab in the sidebar of the Home page.The Connections pane lists all of the connections available, the Documents pane to the right of theConnections pane, lists the connections associated to each connection. Each document displaysits last modified date.

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

4. If you want to change the connection for one or more associated documents, do the following: Select a connection.

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Select one or more associated documents in the right pane. These are documents that you wantto change the connection source.

In the left pane, browse to the new data source for the selected documents, then click Apply.The original connection retains the unselected documents. The newly selected connection appearsin the list with its newly associated documents.

5.3 Number and date formats applied in SAP Lumira

Java standard number and date formats for the locale defined in your regional settings are used in SAPLumira. Customized number or date formats are not taken into account by SAP Lumira, as the Javastandard will be applied for the specified locale. For example, if your locale is France, then SAP Lumiraapplies the Java standard number and date formats for the French language when data is acquired.Any customized settings for the France locale settings are not taken into account.

For information on the standard number and date formats used in Java, refer to your Java documentation.

5.4 Connecting to an Excel file

You choose an Excel spreadsheet as your data source.

Note:If your Excel data contains cells that have been inserted into a column, then shifted up or down, thisdata may not be correctly displayed when acquired. It is recommended that you remove the shiftedcells before acquisition.

You have the following options to configure the new dataset based on an Excel data source beforeacquisition:

DescriptionExcel dataset options

Name for the new dataset.Dataset name

Excel file that is the data source for the new dataset.File

When an Excel file contains multiple worksheets, youcan select the sheet to acquire.Select sheet option

Sheet When selected, all worksheets are added to the datasource. The common columns are appended, differentcolumns are added as new columns.

Append all sheetsoption

Select to set the first row values in the sheet as column names.Set first row as col-umn names

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DescriptionExcel dataset options

Hidden columns in the worksheet are included as col-umn headers.

Show hiddencolumns option

AdvancedHidden rows in the worksheet are included as visiblerows.

Show hidden rowsoption

1. Click New Document from the Welcome page.2. Double click MS Excel.3. In the Data source creation box do the following:

a. Type a name for the new dataset.b. Browse to the Excel file.c. From the Sheet drop down list, select the sheet that contains your data, or if required, select

Append all sheets to add all worksheets.d. If required, click Advanced then select to show or hide hidden rows and columns.

4. Click Create.The data appears in the Data pane.

5.5 Working with CSV files

You can acquire data from a comma-separated values (CSV) file. A CSV file stores numbers and textin plain-text form. Records are separated by line breaks, and each record consists of fields usuallyseparated by a comma or tab.

In the following example, fields are separated by commas:

"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"

In SAP Lumira, the file produces four columns; Product, Country, Year, andMargin, with each row valuecorresponding to its column based on its position delimited by the comma separators.

You have the following options when choosing your CSV file:

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DescriptionAcquisition options

You select which separator is used to specify columns in the acquireddata.

Columns separated by: Tab Semicolon Comma Space Other

If you do not select this option, the column names are by defaultnumbered, for example Column1, and Column2.

Set first row as columnnames

Select to remove leading and trailing values from numbers and textin the file. This ensures that column headers are not displayed asempty fields. For example if the entry "Product" has a leading space" Product", then the column name will be treated as " " . SelectingTrim Values removes the empty space to ensure that Product appearscorrectly as the column header.

Trim values

Advanced

Select the required number format for the numeric columns from thedrop down list.Number format

Select the required date format for the date columns from the dropdown list.Date format

Related Topics Connecting to a CSV data file

5.5.1 Connecting to a CSV data file

You can connect to a Comma-separated values (CSV) data file as a data source.

1. From the Welcome screen, click New Document .2. Click CSV.3. Browse to and select a .CSV file.

The data appears in the preview pane.

4. Select options to specify how the data is presented. The options are described in Related Topics.The preview is automatically updated with your option choices.

5. Click Create .The data appears in the Data pane.

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Related Topics Working with CSV files

5.6 Working with SAP HANA views

SAPHANA is a database that contains data accessible as views. A view is a pre-defined virtual groupingof table columns that allows you to access data that corresponds to a specific business requirement.There are different types of views depending on the type of tables that are included, and the type ofcalculations that are applied to columns; for example, an attribute view is built on dimension tables, ananalytic view is built on both a fact table and attribute views, and a calculation view executes a functionon columns when the view is accessed.

With this version of SAP Lumira you can create charts on data available as:

Analytic views Calculation views

You can access views in two ways:

DescriptionAccess by

Data is retrieved can be manipulated and edited before being visualizedin charts.

Download from SAPHANA

Data is read only and can be visualized in charts.Connect to SAP HANAOnline

Once you have connected to a view, the data is presented in columns, facets, measures, attributes,and hierarchies.

Once you have identified the measures and attributes to analyze, you build a chart by moving attributesonto a visualization space, where they are automatically graphed on a chart. You can choose from alarge range of charts, depending on the type of visualization required for your business purpose.

When you have completed the chart, you can save it in a document. The chart can individually be sentout by mail to your collaborators.

The data definition and data in the document can be exported as a flat file, or published to SAP HANA.

Related Topics Download from SAP HANA Connect to SAP HANA Accessing SAP BW data through SAP HANA views Specifying values for SAP HANA variables and input parameters

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5.6.1 Download from SAP HANA

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

1. Start SAP Lumira and click New Document .A connection box appears.

2. Click Download from SAP HANA3. Enter the Hana server and server instance credentials. You need to see your SAPHana administrator

for the Hana server name and instance number, and your user name and password if necessary.4. Depending how you connect to your HANA server, do one of the following:

If you connect using a database login, enter your database credentials. If you connect using your SSO login, then click Authenticate by operating system user. The

user name and password fields are grayed out. You connect to the HANA server in SSO mode.

5. Click Next.A SAPHANA views box appears. It is populated with the SAPHANA views available to your account.

6. Expand a SAP HANA view and select the cube that contains your data.7. Do one of the following:

If you want to select the attributes and measures that are acquired, click Next. If you want to acquire all the data, click Create.If you clicked Next, a dialog box appears with a choice of attributes and measures. If you clickedCreate the data opens in the Prepare tab.

8. Select attributes and measures to acquire and click Create .The data appears in the Prepare tab.

Related Topics Working with SAP HANA views Specifying values for SAP HANA variables and input parameters

5.6.2 Connect to SAP HANA

You can view data and create visualizations by connecting directly to a SAP HANA cube.

Note:When using Connect to SAP HANA, it is not possible to create a measure with an numeric or stringattribute as measures in are detected directly from the SAP HANA analytic view. Measures need to becreated in the SAP HANA view, before being acquired automatically in SAP Lumira.

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1. Start SAP Lumira and click New Document .A connection box appears.

2. Click Connect to SAP HANA.3. Depending how you connect to your HANA server, do one of the following:

If you connect using a database login, enter your database credentials. If you connect using your SSO login, then click Authenticate by operating system user. The

user name and password fields are grayed out. You connect to the HANA server in SSO mode.

4. Click Next.A SAPHANA views box appears. It is populated with the SAPHANA views available to your account.

5. Expand a SAP HANA view and select the cube that contains your data.6. Do one of the following:

If you want to select the attributes and measures that are acquired, click Next. If you want to acquire all the data, click Create.If you clicked Next, a dialog box appears with a choice of attributes and measures. If you clickedCreate the data opens in the Prepare tab.

7. Select attributes and measures to acquire and click Create .The data appears in the Prepare tab.

Related Topics Specifying values for SAP HANA variables and input parameters

5.6.3 Accessing SAP BW data through SAP HANA views

You can access SAP BWdata that has beenmade available in SAPHANA analytic or calculation views.

In a BW on HANA system, the SAP HANA Modeler can be used to import BW Models, for exampleHANA optimized cubes, Data Store Objects (DSO), and BW Query Snapshots, as Analytic andCalculation views. Once the models are activated, they can be consumed by SAP Lumira by connectingto the SAP HANA cube.

Refer to the following documentation for information on implementing a BW on SAP HANA system,and making the data available to SAP HANA:

LocationDocumentation

http://www.experiencesaphana.com/community/solutions/net-weaver-bw/bwonhanafaqFAQ: BW on HANA

Related Topics Download from SAP HANA

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5.6.4 Specifying values for SAP HANA variables and input parameters

SAP HANA analytic views can include the following types of variables that require a user to entervalues when acquiring data:

DescriptionHANA variable type

Defines a filter on an attribute of the view. Before data is acquired, the user isprompted to select attribute values that appear as facet rows after acquisition.Variable

Requires a value that is passed to a calculation, for example to calculate aformula for a calculated measure.Input parameter

You can be prompted to enter values for SAP HANA variables or input parameters when:

Acquiring an analytic view in Download from SAP HANA mode . Creating a document on an analytic view in Connect to SAP HANA mode.This section describes how you can enter values to resolve a prompt when an analytic view containsan SAP HANA variable or SAP HANA input parameter.1. Connect to an SAP HANA instance either using Download from SAP HANA or Connect to SAP

HANA mode.2. Select an analytic view and do one of the following:

Then...If you want to

Select Preview and select data Click Select. In the selection box, select or clear choices for attributes and

measures. Click Edit Variables.

Note:If there are no variables or input parameters defined in the view,the Edit Variables button is not available.

Choose what data is acquired

Select Create.Acquire all the data available inthe view

A HANA Variables box appears. It lists the variables and input parameters defined for the analyticview. Variables are prefixed by VAR and input parameters are prefixed by IP.

3. Click a variable or input parameter.The attribute values or an input value display in the right pane.

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4. Click one or more values then click Add. The values are added to the bottom pane.

Note:Press CTRL while selecting individual values, or Press the SHIFT key while clicking the start andend values in a range.

5. Click OK . If you are acquiring data through Preview and select data, click Create to start the dataacquisition.The data appears in the Data pane. Each variable appears as a facet with the selected promptvalues.

Note:The Hana Variables button appears at the top of the facets pane. Click to view the selected valuesfor the SAP HANA variables.

5.7 Working with data from a universe

You can acquire data from a universe and visualize data using a wide palette of graphical charts andtables of SAP Lumira. In this release, you can acquire data from XI 3.x, BI 4.0 Unv files and BI 4.0 Unxfiles connected to relational databases.

Note:

Acquiring data from the following types of universes is not supported:

BI 4.0 Unx file connected to an OLAP data source Universes connected to the SAP BW data source

5.7.1 Connecting to a universe datasource

1. Start SAP Lumira.2. From the "Welcome" screen, choose New Document.3. Choose Universe.4. In the "Universe Credentials" pane, enter the following details:

a. Enter the name or IP address of the server hosting your Central Management Server (CMS).

Note:If you are connecting to a CMS belonging to a different network domain, you need to ensure thatthe hosts file located in C:\Windows\System32\drivers\etc has the corresponding hostname entry. For example, x.x.x.x

b. Enter the CMS user name.c. Enter the CMS password.

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d. Enter the CMS authentication type.

Note:To use the Windows AD authentication mode to connect to the CMS, append the following twoentries 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

e. Choose Connect.The list of universes available in the CMS are displayed.

5. Select the required universe and choose Select.The universe tree appears with the list of data source classes and data source objects.

6. From the Universe Tree pane, select the required objects and choose Create.

Before acquiring data, you can preview the data and apply filters by selecting the Preview andSelect Data option.

Note:

If the query contains contexts or prompts, you need to answer them to acquire the data. While creating a query, you can set the following query properties:

Max Rows Retrieved: The maximum of rows to be retrieved by the query. Max Retrieval Time: The maximum amount of time a query can run. You need to enter the

time in seconds. Retrieve Duplicate Rows: Select this option to retrieve duplicate rows.

The data appears in the Data pane.

5.7.2 Troubleshooting Tips

This section describes error messages that you might encounter while working with the universe datasource and their probable causes.

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CausesI am getting the following error while acquiringdata from the universe data source

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 connect to Central ManagementServer (CMS)

This error might occur in the following scenarios: Universe is corrupted. CMS is down. Universe connection is not configured properly.

Could not load the selected universe

This error might occur in the following scenarios: 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 MaximumCharacter Stream Size (MB) of Web IntelligenceReport Server.

Universe object(s) not configured properly.

Could not validate the query

Selected object(s) results in a query which returnsempty data.

Query returns no rowsets

5.8 Using Query with SQL

You can create your own data provider by manually entering the SQL for a target data source. Youneed to be familiar with your database and the SQL language to use Query with SQL. You can specifythe source tables, columns, and functions to acquire data. Refer to the SAP Product AvailabilityMatrix(PAM) for information on the database middleware supported by Query with SQL. From the PAMhome page, type Lumira to access the SAP Lumira page.

Using Query with SQL requires that the correct data access driver is installed for your databasemiddleware. A data access driver is the software provided by a database vendor that allows a clientapplication to connect to the middleware and access the data in the database. The data access driverfor your middleware must be copied from your database vendor support website to a local folder. FromSAP Lumira you can then browse to and select the driver to connect to the database. SAP Lumiraprovides a guide to choose and install your data access driver from the SQL Drivers tab in thePreferences dialog box.

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Note:Installing data access drivers from the vendor sites can be problematic due to the choice of differentdriver versions and file formats. If you are not familiar with your database version, or the vendor website,it is recommended that you refer to your database administrator for information.

Related Topics Installing data access drivers Connecting to a Query with SQL data source Specifying Query with SQL connection properties

5.8.1 Installing data access drivers

The following data access drivers are provided and automatically installed with SAP Lumira:

Sybase IQ 15, SSA12, Sybase15.5 SAP HANA Database 1.0 SAP ERP 6 SAP R/3 Release 4 mySAP ERP 2004 Generic ODATA 2.0 Salesforce.com

For other databases you may need to install the JDBC data access driver for your database middlewarebefore using Query with SQL. The data access driver is a .JAR file that you download from a databasevendor site and copy to a local folder. You then register the driver path by browsing to and selectingthe driver from within SAP Lumira.

You specify a Query with SQL data source from the SQL Drivers tab in the application Preferencespage. You can select an installed SQL driver or install the required driver as follows:

1. Activate the SQL Drivers tab in one of the following ways: Select File > Preferences > SQL Drivers . Click New Document, then double click the Query with SQL datasource option.TheNewDataset page lists the databasemiddleware names with the following driver status indicationcodes:

DescriptionColor code check

Driver is correctly installed and you can start using Query with SQL.Green

Driver is not installed for that middleware and you must install a driver.Red

A compatible driver is available for the middleware, but you must restart SAPLumira for it to be available. Once you restart, you can use Query with SQLdirectly.

Yellow

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2. Click a datasource. Depending on its color indication, do one of the following: If your datasource middleware is indicated with a green check, then click Next and fill in the

middleware connection parameters, then click Create. If your datasource is indicated with a yellow check, then restart SAP Lumira and follow the first

step of this procedure. Your middleware is now green. If your middleware is indicated with a red check, then follow the rest of this procedure to install

your middleware driver correctly.

3. If your middleware driver is not configured do the following:a. Click the Install button.b. Click a database driver then click Install Drivers at the top of the database list.A selection box appears.

4. Depending on the local availability of your middleware, do one of the following: If you know that you have the correct .JAR file available, then go directly to step 6 of this procedure. If you do not have the correct .JAR file available, you must download the driver from you vendor

support site, then install the driver. Click Cancel to close the driver selection box and go to thenext step which guides through the download and installation process.

Note:You need to access the web page that lists the JDBC data access drivers for the middlewarevendor. Depending on the database, different types of driver files are available; usually acompressed file containing the drivers, or an executable file to install the drivers automatically.For SAP Lumira you download only the compressed file.

5. Go to your vendor's support website and download the compressed JDBC driver file, for examplea .TAR.GZ, or .ZIP that contains the drivers for your database middleware version. Use the followinginformation to help you select the correct driver:

To obtain the driverDatabase Middleware

Go to the Oracle JDBC Driver Downloads page: http://www.oracle.com/technetwork/database/features/jdbc/index-091264.html

Note:To download the drivers, you must create an user account. This is free.

If you do not know which version of the driver to use, the driver ojdbc14.jar is suitable for Oracle 10 and the driver ojdbc6.jar is suitablefor Oracle 11.

Oracle

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Go to the SQL Server 2005, 2008 and 2012Microsoft Drivers downloadcenter page: http://www.microsoft.com/en-us/download/driver.aspx?q=driver

Click a suitable driver for your database. If you don't know which version of the driver to use, the Microsoft JDBC Driver 4.0 for SQL Serveris suitable for all supported SQL server versions.

Download an installer. If you are installing Microsoft JDBC Driver 4.0for SQL Server, then the installer is sqljdbc_4.0.2206.100_enu.exe for a Windows environment.

Run the installer from your local drive. It prompts you for an extractionpath to uncompress the files. Enter a folder path to save the driverfiles and unzip the file. Close the window when completed.

Note:The driver file sqljdbc4.jar is uncompressed to the following directory within the specified extraction folder: \sqljdbc_4.0\enu\

MS SQL Server

Go to the Teradata connectivity download page: http://downloads.teradata.com/download/connectivity/jdbc-driver.

Note:To download the drivers, you must create an user account. This isfree.

Click a suitable driver for your database. If you do not know whichversion of the driver to use, the Teradata JDBC Driver 14 is suitablefor all supported Teradata versions. ForWindows use: TeraJDBC__indep_indep.14.00.00.14.zip

Download the compressed file and extract the two jar files insidetdgssconfig.jar and terajdbc4.jar to a local directory.

Teradata

The Sybase driver is provided and installed by default. You should notneed to install this file. The jconn4.jar driver is located in the followingfolders: IQ15 SSA12 Sybase15.5

in your installation path: \\\Program Files\SAPLumira\Desktop\plugins\com.businessobjects.connection

server.standalone_\ConnectionServer\jd

bc\drivers\

Sybase

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Go to the IBM DB2 connectivity download page:https://www.ibm.com/account/profile/us?page=reghelpdesk.

Note:To download the drivers, you must register using an IBM recognizeduser email as your account name. This is free.

Click a suitable driver for your database version. If you do not knowwhich version of the driver to use, both drivers for DB2 Version 10.1:DB2 V10.1 FP0 (GA) or V10 should be suitable for all versions higherthan DB2 Version 9.5. If you are not certain, contact your databaseadministrator.

Download the compressed file and extract the jar file db2jcc.jarto a local directory. For versions prior to Version 9.5, you need to extract db2cc.jar and db2jcc_license_cu.jar .

IBM DB2

Refer to your Netezza administrator for information on obtaining the correctdriver for SAP Lumira.IBM Netezza

Postgresql9.1.jarGreenplum4

Postgresql9.1.jarPostgreSQL9

6. From your local drive, browse to the folder that contains the extracted JDBC driver files for yourdatabase middleware. The complete list of supported JDBC drivers is listed on the Product AvailablityMatrix available on the SAP Service Market place site here: http://service.sap.com/pam.

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

Related Topics Connecting to a Query with SQL data source Specifying Query with SQL connection properties

5.8.2 Connecting to a Query with SQL data source

You need to install a JDBC data access driver for your database middleware before using Query withSQL. The data access driver is a .JAR file that you download from a database vendor site and copy tothe driver folder in the SAP Lumira installation path. Refer to Related Topics for information on findingand installing the correct data access driver for your database middleware.

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You can connect directly to a database to specify the data to be acquired and set parameters to optimizethe database connection. Follow this procedure if you have correctly installed and configured your dataaccess driver.

1. From the Welcome screen, click New Document.2. Double click Query with SQL.

A list of database middleware appears. If the middleware for the database that you want to accessusing Query with SQL appears with a red cross, then the driver is not installed for that middleware,and youmust install the appropriate driver, see Related Topics for information on finding and installingthe data access driver. If your middleware has a green check, then you can start using Query withSQL.

3. Click the database middleware name for your target database. If the driver is available then click Next. if the driver is not available, click the Install button to install the data access driver. Refer to

Related Topics for information on installing your driver. The rest of the procedure describesconnecting to your database with an installed and correctly configured data access driver.

4. Enter login information in the Login tab, and if necessary specify the driver parameters on theAdvanced tab. These parameters are described in Related topics.

5. Click Create .The SQL editor opens.

6. Enter the SQL to fetch the required tables, preview the SQL query, and click Create .The data appears in the Data pane.

Related Topics Specifying Query with SQL connection properties Using the SQL editor for Query with SQL Installing data access drivers

5.8.2.1 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 connecteddatabase. The SQL editor is accessed from the Query with SQL connection option when you create anew document.

Note:Only 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 datasource:

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DescriptionSQL editor options

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

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

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

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

Related Topics Connecting to a Query with SQL data source

5.8.3 Specifying Query with SQL connection properties

You can create your own data provider by manually entering the SQL for a target data source to acquiretable data. When you use freehand 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 followinglogin and optimization options:

Table 5-10: Login parameters

DescriptionOption

User name

Password

The name and port of the server hosting the databaseServer :)

Database nameDatabase

Table 5-11: Advanced parameters

DescriptionOption

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

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DescriptionOption

If the Connection Pool Mode is set to Keep the connection active for,the length of time in minutes to keep the connection open.

Pool timeout

The maximum number of rows authorized with each fetch from thedatabase. For example, if you enter 20, and your query returns 100rows, the connection retrieves the data in 5 fetches of 20 rows each. Todeactivate array fetch, enter an Array Fetch Size of 1. The Data is re-trieved row by row.

Note:Deactivating array fetch size can increase the efficiency of retrievingyour data, but slows server performance. The greater the value in theArray Fetch Size, the faster your rows are retrieved. You must, however,ensure you have adequate client system memory.

Array fetch 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 opera-tion and the better your performance.

Array bind size

The number of minutes before a connection attempt times out and anerror message is displayed.

Login timeout

Values for JDBC driver properties. You can define the value of morethan one property, separated by commas. For example, the followingvalue for JDBC Driver Properties sets the oracle.jdbc.defaultNChar anddefaultNChar driver properties:

oracle.jdbc.defaultNChar=true,defaultNChar=true

JDBC driver properties

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Getting started

6.1 Working with data from start to finish using SAP Lumira

This is an overview of the process you can follow to build and publish a new chart based on a datasource. The process is not a linear one, and you can pass from one step back to a precedent step tofine tune your chart or data.

DescriptionSteps to work with your da-ta

If your data source is: RDBMS: Connect to the database server, browse to and select a

data source; for example if you are connecting to SAP HANA, youselect a view and cube to build your chart.

Flat file: Choose the columns to be acquired, trimmed, or shownand hidden.

Universe: Connect to the Central Management Server repository,and select a universe to build your chart.

Connect to your data source.

To facilitate charting, you can clean up, organize, and semanticallyenhance your data using the Prepare tab as follows: Create filters and hide unneeded columns. Create measures, time, and geography hierarchies. SAP Lumira

proposes candidate measures and hierarchies to enrich yourdataset.

Clean and organize the data in columns using a range of datamanipulation tools.

Create columns with formulas using a wide selection of availablefunctions.

View and organize thecolumns, clean data, andcreatemeasures, and hierar-chies.

You can build charts from the Visualize tab using a rich palette ofchart families and graphic tools .Build your chart

Name and save your document that includes your charts. It is storedlocally in the application folder under Documents in your profile path.Save your document

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Getting started

DescriptionSteps to work with your da-ta

You can do the following with your data, chart, or both: Share your chart Export your dataset to a file Publish your dataset to SAP HANA as an analytic view Publish your dataset and charts to SAP Streamwork Publish your dataset to a BusinessObjects information space to be

accessed in SAP BusinessObjects Explorer. Publish your dataset to the SAP Lumira cloud.

Share your data or chart

Related Topics Acquiring data from your data sources Filtering data in columns and charts Preparing your data before charting Creating charts to visualize your data Sharing your charts and datasets

6.2 Start using SAP Lumira from the Home page

When you start SAP Lumira you can start working immediately from the Home page by creating a newdataset, opening an existing dataset, visualization, or a demo sample. You can also create an accounton the SAP Lumira Cloud to store your datasets.

To get started building a dataset and chart from scratch, click the Acquire Data button to create a newdataset and start working with your data.

To start working on an existing document or use the demo samples, click any one of the followingoptions on theHome page to gain quick access to the following application components and resources:

When clicked...Home resources

Quick access to acquiring data, and gives you access to learning resources,for example video tutorials and the SAP Lumira website.Home

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Getting started

When clicked...Home resources

Opens a list of all locally stored documents. Double click a document nameto open the dataset and associated visualizations.Documents

MyItems

Opens a list of all locally stored visualizations. Double click a visualizationname to open the chart and its associated dataset.Visualizations

Opens a list of all of the locally stored datasets. Double click a dataset nameto open.Datasets

Allows you to create an SAP Lumira Cloud account, or connect to the cloudif you already have one.SAP Lumira Cloud

Allows you to view locally defined connections and change data source forlocal connections.Connections

Opens a list of sample documents and locally installed Excel data sourcesthat you can use as learning materials.Samples

Related Topics Working with data from start to finish using SAP Lumira Preparing your data before charting Creating charts to visualize your data Sharing your charts and datasets Acquiring data from your data sources Publishing datasets to the SAP Lumira Cloud

6.3 Prepare, Visualize, Compose, and Share working modes

The data preparation, charting, storyboard creation, and sharing phases that you follow in SAP Lumiracorrespond to the following working modes:

Use to...Workingmode

Clean, manipulate, and edit your data.Prepare

Create charts to visualize and analyze your data.Visualize

Create story boards to describe the story behind your data trends and interpretation.Compose

Publish your datasets to SAP HANA, SAP Streamwork, Explorer, or the Lumiracloud, export to Excel or CSV file formats, or send your charts out by mail.Share

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Getting started

The three working modes are accessible by clicking the tabs at the top of the application window. SeeRelated Topics for complete information on using each working mode.

Related Topics Preparing your data before charting Creating charts to visualize your data Sharing your charts and datasets

6.4 Creating a new document

A document is your starting point when using SAP Lumira. You create a new document to start analyzingyour data and building new charts.

Each document is a file that contains:

Connection parameters for the data source if the source is an RDBMS. Dataset: The column data used to create charts. Charts built on the data and saved as visuals.1. Do one of the following:

Click the New Document button in the top left corner of the start page. Select File > New.

2. Click a data source or select an existing dataset in the right pane.3. Click Next.4. Browse to and select your data source.5. Fill in the data acquisition parameters. These are fully described in the individual data source section

for your data source. See Related Topics for more information.6. Click Create or Select as required.

The columns appear in the Prepare tab, the attributes and measures in the left side pane. You arenow ready to start building a chart with the data.

Related Topics Acquiring data from your data sources Preparing your data before charting Creating charts to visualize your data

6.5 Saving your documents

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Getting started

You can save a document in two ways:

To a local directory. To the SAP Lumira cloud if you are connected.When you save a document, you save the dataset and the charts that have been saved individually inthe Visualize view.

Note:To save your charts with the dataset, you must firstly save each individual chart from the Visualizationpane in Prepare view. If you save a document without previously saving the individual charts built onthe dataset, only the dataset is saved.

1. Ensure that you have individually saved any charts built on the dataset in the Visualize view.2. Select File > Save.

If this is the first save action for this document, a Save document box appears with followingoptions:

DescriptionSave options

You save to a local folder. You have Name and Descrip-tion fields with a document list that allows you to selectan existing document to save as the current document.

Local

You enter your user name and password to save to theLumira cloud.

Note:If you do not have a Lumira cloud account, you cancreate one from the SAP Lumira Cloud Page here: Goto theHome page > SAP Lumira Cloud .

Lumira cloud.

If this is not the first save action for the document, it is saved based on the options set in theinitial save action. A document is always saved locally, and if connected to the Lumira cloud, thedocument is automatically saved to the cloud.

3. Do one of the following: If you only want to save locally, click the Local tab and fill in the save information. If you want to save to the SAP Lumira Cloud, click the Lumira Cloud tab and fill in the save

options. Click Save.The document, including the dataset and its visuals, is saved based on your selected save options

Related Topics Saving a document to the SAP Lumira Cloud Scheduling document refresh

2013-09-3043

Getting started

6.5.1 Saving a document to the SAP Lumira Cloud

You must be connected to the SAP Lumira Cloud to save documents to the cloud. You connect orcreate an account from the SAP Lumira Cloud page available from the side bar on the Welcomescreen.

You can save a document to the SAP Lumira Cloud to be viewed by your project collaborators. Thedocument cannot be edited from the cloud. It must be downloaded to SAP Lumira to be modified.

Note:Documents can be scheduled to be updated and saved automatically on the cloud and locally usingthe SAP Lumira Agent. See Related Topics for information.

1. Do one of the following: If it is the first time you are saving a document, select File > Save. If you have already saved the document locally and want to save to the cloud for the first time.

Select File > Save As .The Save current document box appears.

2. Click the Lumira Cloud tab.You have Name and Description fields to identify and describe the document, and the followingSharing options:

DescriptionSave to cloud op-tions

List of email addresses of people that you want to be notified that the doc-ument is available on the cloud. You can share documents with the entireteam by selecting the Invite my team checkbox.

Add emails

Select Write to allow the document to be edited in SAP Lumira. Select Read to restrict the document to be viewed only.Write/Read

Message to be included in the email notification for each recipient.Add a Message

3. Fill the required information for people to be notified of the document availability on the cloud.4. Click Save.

The document is saved to the SAP Lumira Cloud . You can see document listed by connectingdirectly to the cloud, or from the SAP Lumira Cloud page in SAP Lumira.

Related Topics Scheduling document refresh

2013-09-3044

Getting started

6.6 Creating new charts

You can create a chart from scratch by connecting to a dataset then building the chart in the Visualizeview.

If you want to create more than one chart on the same dataset, you can open a new chart by clickingthe + button at the bottom right corner of the Visualize view.

Related Topics Creating charts to visualize your data

6.7 Saving your charts

You save a chart from the Visualize view. Each chart saved on the active dataset appears as a previewicon in the panel at the bottom of the Visualize pane.

The documents and their saved visuals are saved to the SAP Lumira application Documents folder inin your profile path.

1. Create or modify a chart in the Visualization pane.2. Click the Save button at the bottom right of the pane.

An icon for the saved chart appears in the panel at the bottom of the Visualize pane.

6.8 Opening datasets

A dataset is the set of columns, hierarchies, and filters used to build a document. It does not containany charts built using the data. Datasets are stored in the SAP Lumira application Documents folder inyour profile path.

1. From the Home page, click the Datasets tab to the left of the Home page.2. A list of available datasets appears.3. Double click a dataset.

A connection box appears.

4. Fill in the credentials if necessary and click OK.The dataset opens in the Data pane.

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Getting started

6.9 Opening documents

You open documents from the Home page. You can also open stored locally saved documents to viewor modify existing charts and datasets

1. From the Home page, click the Documents tab to the left of the pageA list of available documents appears.

2. Double click a document.If a data source is required, a connection box appears. Fill in the login credentials if necessary andclick OK .

3. The document opens. The columns can be viewed in the Data pane and the visualizations that havebeen saved with the data are available in a preview panel at the bottom of the Visualization pane.

2013-09-3046

Getting started

Preparing data

7.1 Preparing your data before charting

The data in the Prepare tab is raw data so it is not often formatted consistently, and is not easilyinterpreted by business users. Before creating the charts to visualize your data, it is often necessaryto clean up the data so it is presentable and understandable.

Cleaning data can be done in Grid or Facet view. You use a data editing panel to the right of the Datapanel to do column management tasks, for example; column duplication, splitting, and removal. Youcan also carry out row level editing tasks, for example; setting values to lowercase, find and replace,adding or trimming text, and adding formulas.

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

Related Topics Editing and cleaning data Formatting numbers and dates Creating hierarchies Creating a measure directly from a column or attribute Adding another dataset Switching to another dataset Merging datasets

7.1.1 Using Prepare tab to work with data

You use the Prepare view to view, clean, and prepare your data before creating charts.

The Prepare view displays the data for the connected data source. Your workspace is divided into threepanes. See Related Topics for information on each pane.

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Preparing data

DescriptionPrepare panes

Central pane containing the data displayed as columns in Grid view, or as facetsin Facet view. You use the Data pane to view data, and by clicking the arrow incolumn headers, you can apply the following to column values: Filter Sort Convert Rename Delete Merge Hide

Data pane

Shown to the left of the Data pane. Your measures and attributes that have beendetected by SAP Lumira are listed here. You can also edit or define new mea-sures, and create time and geography hierarchies.

Object picker

Shown to the right of the Data pane. It contains data manipulation tools that canbe applied to a selected cell or column to edit text, convert values, create newcoluumns with formulas, and rename, duplicate, and remove columns.

Column datama-nipulation panel

Related Topics Object Picker Data pane Data manipulation panel Preparing your data before charting

7.1.1.1 Object Picker

The Object Picker is displayed to the left of the central Data pane. At the top of the Object Picker areicons that allow you to change the data view in the Data pane between facets and a grid view.

The Object Picker lists the measures, hierarchies, inferred attributes, and attributes in the dataset:

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Preparing data

DescriptionObject Picker ob-jects

Maps to aggregated data in a column or calculation. You use measures to getthe calculated result when different columns are combined. For example ameasure called Sales Revenue would represent the column Sales Revenuethat contains the summed revenue for sales. Measures are automatically de-tected and listed.

Measure

References more than one related column in your dataset. These columnshave hierarchical relationships, for example an object Time, could inlcudeYear, Quarter, and Month arranged in a hierarchical structure under the topobject Time.

Hierarchies

Map to columns in the dataset.Atttributes

Related Topics Preparing your data before charting Creating hierarchies Creating measures Enriching your data automatically

7.1.1.2 Data pane

The Data pane is the central pane in the Prepare view that shows your data. You use the Data paneto view, organize, and clean the data. You can view data in two ways by clicking the correspondingicon at the top of the Object Picker :

DescriptionVisualizingdata as

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

Data is presented as columns with only the unique values shown. The repeatedvalues in columns are not shown. Using facets can be useful if you have many re-peated values.

Facets

You have the following data manipulation and formatting tools at the top of the pane, and from the dropdown list in each column header to help you manage and edit your data set:

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Preparing data

DescriptionData management tools

Drop down list at the top left corner of the pane. Data sources connectedin the current session are available here. You can switch from one datasetto another .

Data source selection list

Merge: You can merge data from multiple datasets into the currentdataset. The data needs to be compatible.

Append: You can add another dataset to the current one. The commoncolumns are appended, different columns are added as new columns.

Combine as

Undo/Redo

Click to define or add a new dataset to the current session.New dataset

You can define constraints to filter column data.Data filters

You can create formulas using an editor and formula language definedfor SAP Lumira .

Formula creation andedition

Related Topics Editing and cleaning data Filtering data in columns and charts Adding another dataset Merging datasets Switching to another dataset

7.1.1.3 Data manipulation panel

The Data manipulation panel is the righthand side pane in the Prepare tab that contains editing toolsallowing you to edit and format values both at a column and row level for a column selected in the Dataview. Depending on the data type of the selected column, you can: Duplicate 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.

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7.1.2 Editing and cleaning data

You use an editing panel to the right of the central pane to edit and format the values in a column. Theeditor is indicated by a collapsible vertical sidebar that is a panel that contains data manipulation toolsto the right of the central pane. You can use the editor in either Grid or Facet view.

Note:A number of the options available in the manipulation tool panel are also accessible directly by clickingthe arrow in the column name, or by right clicking the column name.

1. Do one of the following:

Do this...To edit ...

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

Click CTRL and click individual column headers.all values in multiple columns

Click an individual cellindividual value.

Press CTRL and click individual cellsmultiple values in a column.

Double click in Grid or slow double click in Facet viewand select a range of characters or a word.

Note:Only available for character values.

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

2. Click the manipulation tools vertical sidebar at the top right of the central pane.The editor panel opens. The unique column values appear in an All values box at the top of thepanel. You can select one or more values to edit in this box, or enter a search string in the Filteritems box. Selections in the editor panel over-ride 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 arange of characters within a cell are selected. You have the following options:

Available for ...Available in col-umn namemenu / rightclick menu

DescriptionEdit tool NumberDate

Character

YesYesYesYes / NoCreate new column that is a duplicate ofthe selected column.Duplicate

YesYesYesYesChange the column name.Rename

YesYesYesYesDeletes selected column.Delete

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Available for ...Available in col-umn namemenu / rightclick menu

DescriptionEdit tool NumberDate

Character

NoNoYesNo

Creates a new column with string valuesappearing after a defined split point. Thesplit can be a punctuation mark, for exam-ple a comma, or a text string.

Split

NoNoYesNoChanges string values to either lower orupper case.Set case

NoNoYesNoSearch to find a string and replace with anew string.Find andreplace

NoNoYesNoSpecify a character to prefix or suffix astring to a defined character length.Fill with

YesNoNoYesInserts a copy of the column withvalues as text format.

Col-umntoText

Convert NoNoYesYesInserts a copy of the column withvalues as Number format.

Col-umntoNum-ber

NoNoYesYes

You select a date format then vali-date. A copy of the column is insert-ed with values as the new date for-mat.

Col-umntoDate

NoNoYesNoRemove characters after or before a speci-fied punctuation mark or a character.Trim

YesYesYesNo

Create a new column where you can createnew groups of rows (for example group 1,group 2...) to organize your rows. Rows thatare not in specific groups can be organizedin a group called 'Others' or can remain in-dividual.

NamedGroup

Note:You can use the formula editor in the Manipulation panel to create a new column for number anddate types that applies a function to values. For example a function Floor can be applied to a columnMargin to create a new column of margin values rounded down to the nearest whole number.

3. Click an editing option in the right pane. Select or type the modification to the values and click Apply.

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The change is effected immediately in the affected or new column.

7.1.3 Filtering data in columns and charts

A filter is a restriction imposed on a data set to limit the values displayed. For example, if your chartshows revenue for products sold over years between 1995 and 2012, and you only want to see revenuefor the years 2010 to 2012, you create a filter on the dimension Year to limit the values shown to thisperiod.

Each filter created in a column appears as entries in the Global filters bar at the top of the Data pane.You can edit the filter directly from the filter bar.

You can define the following types of filters:

DescriptionFilter scope

You define a filter on a column that applies to both the data and thecharts that use the column data.Data set filter

You define a filter on a chart that only applies to the chart. The filteris not applied to the data at the dataset level.Visualization level filter

Related Topics Filtering data in columns and facets Filtering data in charts Using the filter panel

7.1.3.1 Filtering data in columns and facets

You can create a filter on a column or facet from the column header. The filter appears in the Filter barabove the data grid.

1. Click the Grid button to display the columns for your data source.2. Click the properties arrow in the column header and select the filter option.

The "Filter" panel appears. It contains the options available to define the filter.

3. Define the filter in the "Filter" panel. Using the "Filter" panel is described in Related Topics.

Related Topics Using the filter panel

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7.1.3.2 Filtering data in charts

If you are in Build mode, you can create filters directly on the data in a chart using the Chart feeder:

Note:A filter defined on a chart, only applies to the chart.

1. Activate the Chart feeder panel2. Drag an attribute to the Filter section. This is the attribute that you want to filter on.3. Click the arrow to the right of the attribute name.4. Define the filter in the Filter panel. Using the Filter panel is described in Related Topics.

Related Topics Using the filter panel

7.1.3.3 Using the filter panel

You define a filter using the filter panel. You access the filter panel from the drop down menu for acolumn header, or from the Filter category in the Chart feeder panel.

Note:A filter defined on a chart, only applies to the chart.

1. Open the filter panel as follows: Click the arrow head at the top of a column and select the filter option in the drop down list. Open the Chart feeder and drag an attribute to the Filter category.The filter panel appears. You have the following filter options for text based data:

DescriptionFilter options

Type one or more characters of a column value to search and dis-play the value.Search field

All unique values for the column are listed with the number of oc-curences for each value.All values

Click the appropriate button to add a value to filter, remove a valuefrom the filter, or remove all values from the Filtered values list.Add, Remove, Remove All

Selected values to filter.Filtered values

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DescriptionFilter options

Select to retain only the values in the Filtered values pane in thecolumn. All other values in the column do not appear in the columnor dimension.

Keep only

Select to include all values in the column or dimension except thevalues in the Filtered values pane. You define a filter to excludevalues not to include.

Exclude values

2. Select the options required for your filter based on the descriptions in the previous table.Click Close.

7.1.4 Formatting numbers and dates

You can choose a display format for columns with number and date type.

1. Click the arrow head in the column header of a numeric or date column.2. Select a convert option from the drop down menu.

A display definition box appears. You have the following options:

DescriptionDisplay option

Decimal point separator.Use scientific numberformat

Comma separator.Use 1000 separator

Specify the number of decimal places for the column values.Number of decimals

Select a date format.Date display formats (Date type only)

3. Select the required options and click OK.

7.1.5 Customizing columns with formulas

You can create and apply formulas to column values

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