SAP Lumira: Quick Start Guide for Non-profits

Prepared by: Wilson Yeung Lumira Version 1.14.0 Build 870

SAP

2

Contents 1 Purpose .............................................................................................................................. 3

2 Overview/Basic Terminology ............................................................................................... 3

3 Getting Started .................................................................................................................... 3

3.1 Installation ................................................................................................................ 3

3.2 Opening SAP Lumira ................................................................................................ 4

3.3 Connect to your Data Source ................................................................................... 4

3.4 Open Existing Document .......................................................................................... 5

4 Prepare Phase .................................................................................................................... 5

4.1 Preparing your Data before charting ......................................................................... 5

4.2 Cleansing Data ......................................................................................................... 6

4.3 Creating Measures ................................................................................................... 6

4.4 Creating Formulas .................................................................................................... 7

4.5 Adding Datasets ....................................................................................................... 7

5 Visualize Phase .................................................................................................................. 7

5.1 Creating Charts ........................................................................................................ 7

5.2 Building Charts ......................................................................................................... 7

5.3 Filtering Data ............................................................................................................ 8

6 Compose Phase ................................................................................................................10

6.1 Creating Stories .......................................................................................................10

6.2 Building Storyboards ...............................................................................................10

6.3 Customizing Storyboards ........................................................................................10

6.4 Controls ...................................................................................................................11

7 Share Phase ......................................................................................................................11

7.1 Obtaining a SAP Lumira Cloud Account ..................................................................11

7.2 Publish to SAP Lumira Cloud ..................................................................................11

7.3 Accessing SAP Lumira Cloud ..................................................................................11

7.4 Using SAP Lumira Cloud .........................................................................................12

8 Summary ...........................................................................................................................12

SAP

3

1 Purpose

The purpose of this document is to assist non-profits who have received SAP Lumira (or are interested to learn more) to quickly set up and start utilizing the solution for their organization. Lumira is an easy-to-use self-service data analysis tool that can be used to:

- Adapt data to organizational needs to tell your story with visualizations - Pull immediate information for grant writing and development - Forecast and predict future outcomes - Create and share data visualizations from multiple data sources

2 Overview/Basic Terminology

Measure: Numeric data types that store numbers only. (Such as distance, speed, costs) Attributes/Dimensions: Data type that adds context to Measures. (Such as activities, time, names) There are 4 steps in the solution. There will always be a task bar at the top of the screen, indicating which phase you are in.

1. Prepare

This is the step where all the data is imported into Lumira. All the data is cleansed and converted into the appropriate measures or attributes for your reports. 2. Visualize

This is the step where you construct graphs with the data that you organized in the Prepare phase.

3. Compose This is the step where you create your storyboard and your presentation, including background colours, titles, pictures, and text.

4. Share This is the step where you export the data or storyboard to allow it to be used on another platform or with different users.

3 Getting Started

3.1 Installation Go to this link (http://global.sap.com/campaign/ne/free_trial/visual_intelligence/wty_int_visual_intelligence.epx) to download and install SAP Lumira. Make sure you download the right version. Determining 64-bit or 32-bit Open your start menu and right click “My Computer”, and click “Properties”. A screen showing your basic computer information will pop up.

SAP

4

3.2 Opening SAP Lumira Basic navigation options are here.

3.3 Connect to your Data Source Click “File” and click “New” in the drop down menu. Select the appropriate data source and click “Next” In the pop up menu, select file accordingly and open In the New Dataset Menu: Ensure the correct Sheet is selected Ensure the “Set first row as column names” is checked

SAP

5

Ensure you have the columns of information desired selected Click “Create”

You will be brought automatically to the “Visualize” pane, go back to the “Prepare” pane on the top of your workspace.

3.4 Open Existing Document In the “My Items” selection on the left pane, find the document you have been working on and double-click it. It will continue where you last left off.

4 Prepare Phase

4.1 Preparing your Data before charting The data that you import is not usually formatted consistently, and this is where you can cleanse the data, create additional measures, create formulas, and add other datasets. You will notice the data type by the picture next to the column heading as follows:

: Numeric data type

: String data type

or : Time data type

SAP

6

: Geographic data type You also have two viewing options that can be selected on the upper left hand corner:

4.2 Cleansing Data In the Facets mode, this is where you can see a summary of your data, and make appropriate changes if required. You can only replace string data (data with letters). You can find certain entries and replace them, you can fill entries with characters at the end or in front of the string, or you can remove a certain number of characters at the front or end of a string.

4.3 Creating Measures In Grid Mode, this is where you see the raw data that’s been imported. Sometimes, your data is of the wrong type (for example, sometimes your measures may be imported as attributes). To create a measure, make sure you are working with a NUMERIC data type. If it is a string data type, right click the column header and “Convert to Number”. You will notice you have two columns with nearly identical names, with two different data types. I would recommend hiding the column that is a string. You can do so by right-clicking the column header and “Hide Column”. Now that you have the correct data type, simply right click the column header, and “Create a Measure”.

SAP

7

You will now notice that you have a new measure in your “MEASURES” pane on the left hand side.

4.4 Creating Formulas In the Grid or Facets Mode, there will be times when you want to create a calculation from your data. I would recommend completing this on the initial data manipulation prior to importing your data. However, you can click “Formula” on the right data pane if that is not an option.

You will be prompted to enter a formula. A formula wizard will pop up and assist you in creating your formula. You will be able to double click your existing attributes and apply functions to them. Upon completion of your formula, you can now use your newly created formula as an attribute (or measure, see above). You will also notice a new column with your formula.

4.5 Adding Datasets If you have more than one sheet of data, you can add additional data to your current workspace. NOTE: any visualizations you create on one sheet of data cannot be shared on different storyboards. If you want all the visualizations on one storyboard, you will have to make sure that it is all from the same data source. Simply click “+ New Data Set” on the upper right hand corner. Then follow the same steps as Connect to your Data Source.

5 Visualize Phase

5.1 Creating Charts In the Visualize phase, this is the stage where you create all your charts. Keep in mind that only charts from the same dataset in the Prepare phase can be on the same storyboard.

5.2 Building Charts The general premise of building charts is drag and drop.

1. Choose your graph type SAP Lumira is an extremely flexible tool where you can change graph types instantly if it doesn’t work for you. On the upper right hand corner, you can choose any of the graph types that will fit your needs. The default graph is set to “Column Chart”

2. Choose your Measures You can select as many measures as you like to be portrayed on the chart. You simply drag the measure from the left pane onto the graphing area, or you can drag it onto the right pane in the specific boxes.

3. Choose your Attributes/Dimensions You can select as many attributes/dimensions as you like to be portrayed on the chart. You simply drag the attribute from the left pane onto the graphing area, or you can drag it onto the

SAP

8

right pane in the specific boxes. You can also drop attributes into the “Legend Colour” or “Trellis” to further visualize your data.

4. Title your Chart The title is automatically generated depending on the measures, attributes, and filters are placed on the chart. However, if you would like the chart to have a specific name, you can change it by clicking the top pane above filters, and you can change the title accordingly.

5. Save your Chart IMPORTANT! Click the “Save” button on the bottom left hand side to save your chart. If you do not save your chart, it will not show up properly in your Compose phase.

6. New Chart Click the “+” button on the bottom left hand side to create a new chart. Additionally, if you are creating a very similar chart as one you have previously made, you have the option of duplicating an existing chart. Simply hover over the existing chart on the bottom thumbnails pane, left click the cog icon, and select “Duplicate”.

5.3 Filtering Data There is an option to filter the data that you present on your chart. Below the Title pane, you will notice a button “+ Add Filters”. You can filter on columns that are not necessarily in your graph, but in your dataset. You can also have as many filters as you would like. When you have selected which column to filter on, one of two menus will pop up. Filtering a Measure You will be able to choose the range of values you want to filter on by adjusting the sliders accordingly. Additionally, you will be able to exclude empty cells (not cells with the value “zero”, but cells with no data) by checking the box. Click “OK” to apply the filter.

SAP

9

Filtering an Attribute NOTE: If you are interested in using Controls during your presentation, it is recommended that you do not filter on that attribute. You will be able to utilize the Controls in your storyboard to manipulate your data. At most, filter your data to exclude empty values. You have the option to “Keep Only” or “Exclude Values”. If you wish to select more than one attribute to filter on, ensure to hold down the “Ctrl” key on your keyboard as you select or de-select values. Click “OK” to apply the filter.

SAP

10

Removing/Changing a Filter In the filter pane, simply click your desired filter to modify it. If you would like to get rid of the filter, simply click the “X” on your filter condition.

6 Compose Phase

6.1 Creating Stories In the Compose phase, you will be constructing stories. Stories and storyboards will be the platform you will actually be presenting on. Note: Multiple storyboards create a single story

6.2 Building Storyboards Board Actions pane On the bottom right hand corner, you will notice a small tool bar that has 4 buttons.

Upper Left: New Storyboard

This button allows you to create a new storyboard. The drop down menu allows you to predetermine your layout if you know it in advance.

Upper Right: Clone Board This button allows you to create a new storyboard, but with the existing layout of the storyboard that you have opened. This will be useful if you are creating many similar storyboards, or if you have a certain background color and images preset.

Bottom Left: Reset Board This button will clear your entire board and layout. No controls, no title, no filter, no charts, no visuals.

Bottom Right: Delete Board This button will delete the board from your story entirely. Be careful! Choosing Dataset As mentioned in the Visualize phase, you can only use the charts that are available on datasets that are the same. On the upper left hand corner you will be able to choose your desired dataset. Once the dataset is selected, you will notice the bottom pane will have the charts you have created for that dataset in the Visualize phase. Determining Layout You use drag and drop features to determine the layout. There are three objects that you can drag into your storyboard objects panel. You can drag your chart, a picture, or a text box. If you put more than one object into the objects panel, it will automatically resize and split it evenly. You can also resize the boxes by dragging the dividers in between the boxes. Controls See Controls below.

6.3 Customizing Storyboards Customizing your Story Title On the right pane, you have the option to rename your story in the text box under “Story\Name”. Additionally, you can customize the title further by the options in the “Title” tab on the right pane.

SAP

11

Customizing your Storyboard title On the right pane, you have the option to rename your storyboard in the text box under “Board\Title”. Customizing your Background On the right pane, you may customize your background. If you enable a background colour, you can either manually enter the hexadecimal colour code, or select it from the palette. If enable a background picture, you can control the opacity of the picture, to avoid excessive contrast between the background and your charts.

6.4 Controls Controls allow you to dynamically filter the data on your existing storyboard. You can only set controls on Attributes. Simply drag your desired attribute from the left pane onto the control panel on the storyboard “Controls” work space. You will be able to select or deselect your desired attributes. It will default to showing all the data.

7 Share Phase

7.1 Obtaining a SAP Lumira Cloud Account Anyone involved with viewing or sharing stories must have a SAP Lumira Cloud account. The registration process is straight forward, and can be done on either your browser or your desktop client. The prerequisites for obtaining an account is some basic information and a valid email address. You do not require any additional permissions to register your account.

7.2 Publish to SAP Lumira Cloud You will always want to publish your story to SAP Lumira Cloud. Select the appropriate story, and click the “Publish to SAP Lumira Cloud” button. You will be prompted with cloud login credentials. Enter it accordingly. If you have existing stories and datasets with the same names, you should “Overwrite” the existing datasets and stories on the cloud. Otherwise, you will be prompted to create new.

7.3 Accessing SAP Lumira Cloud Finding link to access SAP Lumira Cloud In SAP Lumira desktop client, click “File”, and open “Preferences”. In the “Network” tab, the SAP Lumira Cloud will have a URL of where your Lumira cloud is connected to.

SAP

12

Browser Restrictions to using SAP Lumira Cloud Your browser must be IE9 or newer, or Chrome in order to access full functionality on the SAP Lumira Cloud.

7.4 Using SAP Lumira Cloud On the SAP Lumira Cloud, you have the option of presenting and sharing directly on your browser. To present your story, simply double click your story file, and it will open on the browser for you to present with. To share your story, click the cog icon on the left of your file, and fill in the prompted data to send it accordingly.

8 Summary In summary, the process flow for creating a document in SAP Lumira is as follows: Prepare Importing Data -> Cleansing Data -> Creating Measures and Attributes Visualize Creating Charts Compose Creating Storyboards Share Publish to SAP Lumira Cloud -> Sharing and presenting on SAP Lumira Cloud