SAP / DATA ANALYSIS EXERCISES

EXERCISE 1: COLU M N LIN E CHART

Project Prototype:
Name of the Report Marketing 2015
Purpose To show the marketing budget and market share for 2015
Requirements:
Component Column Line Chart
Title Marketing
Subtitle 2015
Data
Marketing Budget
By Series
Market Share
Plot Series On Secondary Axis

Raw Data:

Marketing
2015
Q1 Q2 Q3 Q4
Marketing budget 100,000.00 70,000.00 150,000.00 150,000.00
Market share 5% 4% 8% 12%

Expected Output:

Validation:
Highest Market Share
Lowest Marketing Budget

1
SOLUTION

1. Open SAP Object Business Dashboard from the desktop.

2. On the Start Page, select Blank Model. It should bring you to the blank workspace.
3. Click the ‘Import Spreadsheet’ icon to import the source data. Just click ‘Yes’ to the system message.

4. Select the File: Column Line Chart from the Dashboard folder. Then click ‘Open’.
5. The data should now be in the embedded spreadsheet. From the Components Browser, open the
category ‘Charts’ then drag the ‘Column Line Chart’ inside the canvas.

6. In the Properties Panel, input/bind the following information:

Field Spreadsheet Cell

Title
Chart A1
Subtitle A2
Data: By Series
Series 1: Name A5
Series 1: Values B5:E5
Series 2: Name A6
Series 2: Values B6:E6
Plot Series On Secondary Axis
Category Labels B4:E4

7. Lastly, click the ‘Fit Canvas to Components’ icon then click for several times to icon ‘Increase
Canvas’ to make the effect that your component has a border.

2
EXERCISE 2: CHART INSERTION PROPERTY
Chart insertion capability allows charts to behave as selectors; when users click a part of the chart,
the chart writes data to cells in the embedded spreadsheet or to a query prompt. Other components can use
that data to display more detailed information so that users can drill down into the data.

Being able to drilldown from higher level data to more detail is a very important feature in Dashboard.
Users want to be able to retrieve high level and granular level data easily. Using drilldowns, users can easily
navigate through the different levels of data.

USING CHART INSERTION (DRILL DOWN)

Project Prototype:
Name of the Report Sales per Branch
Purpose To show sales per branch with drill down on monthly sales
Requirements:
Component Column Chart and Line Chart
Title Sales per Branch
Subtitle In thousands
Data
By Series SM North
Gateway
Fishermall
SM Cubao
Plot Series On Primary Axis

Raw Data:
Monthly Sales per Branch
In thousands
1-Jan 1-Feb 1-Mar 1-Apr 1-May

Branch
SM North 159 117 433 152 301
Gateway 287 482 368 413 361
Fisher Mall 214 108 115 390 463
SM Cubao 301 286 164 220 230

Output:

Validation:
Branch with highest sales
Highest period for SM North

3
SOLUTION

1. Open SAP Object Business Dashboard from the desktop.

2. On the Start Page, select Blank Model. It should bring you to the blank workspace.
3. Click the ‘Import Spreadsheet’ icon to import the source data. Just click ‘Yes’ to the system message.

4. Select the File: Chart Drill Down from the Dashboard folder. Then click ‘Open’.
5. The data should now be in the embedded spreadsheet. From the Components Browser, open the
category ‘Charts’ then drag the ‘Column Chart’ inside the canvas.

6. In the Properties Panel, input/bind the following information:

Field Spreadsheet Cell
Title
Chart A1
Subtitle A2
Data: By Series
Series 1: Name Total
Series 1: Values G6:G9
Category Labels A6:A9

4
 7. Still in the Properties Panel of the Column Chart, click the Insertion tab. Then check the option
‘Enable Data Insertion’. Then, input the following information.

Field Spreadsheet Cell

Insertion Type Row
Series Total
Source Data A6:G9
Destination A11:F11 (yellow fields)

Note: The concept here is that the destination fields will be used as the values of the second chart.

8. From the Components Browser, open the category ‘Charts’ then drag the ‘Line Chart’ inside
the Canvas. Make the two charts the same size by holding CTRL then clicking the Column
Chart then the Line Chart.

9. Select the Line Chart then input the following information:

Field Spreadsheet Cell
Title A11
Subtitle (leave this blank)
Data: By Series
Series 1: Name Drill Down
Series 1: Values B11:F11
Category Labels B3:F3

10. Lastly, click the ‘Fit Canvas to Components’ icon then click for several times to icon ‘Increase Canvas’ to make
the effect that your component has a border. Change the theme and colors based on your preference.

5
 SELECTOR COMPONENTS
Selector components add interactivity to your models by allowing users to pick different options during
runtime. Each Selector Component will have different options for insertion types. These options will dictate
how the selector component will interact with the data in the embedded spreadsheet. For more information
on how each insertion type works, click on the blue thought bubble beside the drop-down list:

As demonstrated in the prior example, other components can also be used as selectors through its behavior
properties. These will also have options for the insertion type.

For a better understanding of how Selectors work, we need to be familiar with the concept of “Source
Data” and “Destination”. Essentially, all a Selector does is give an interactive method of copying data and
pasting it. Data will be copied from the source, then pasted to a destination. This destination is bound to
another component, which will in turn, reflect the change in data that occurred.

The following is a list of some commonly used Selector Components:

1. Combo Box – The combo box is a standard user-interface component that drops down a vertical
list of items when it is clicked. Users can then select an item from the list.

2. Accordion Menu – The accordion menu is a two-level menu that lets users select a category and
then select from items within that category.

3. Label Based Menu - The Label Based Menu lets users select items from a vertical or horizontal
6
 grouping of buttons.

4. Filter - The Filter looks at a range of cells with multiple fields of data and categorizes them by multiple sets
of filter criteria. As users select different information in each filter list, the Filter sifts through the data range
and inserts the corresponding data.

5. Check Box - The check box is a standard user-interface component where users toggle between two
states: checked and unchecked.

7
EXERCISE 3: SING ACCORDION M ENU
Project Prototype:
Name of the Report Agent (x)
Purpose To show monthly sales performance of each Sales Representative
Requirements:
Component Accordion Menu and Column Chart
Title Agent (x)
Subtitle Monthly Sales
Data
Insertion Type Row
Insurance - Northern NCR
Categories
Insurance - Southern NCR

Raw Data

Expected Output:

Validation:
Highest Sales for Agent 4
Lowest Sales for Agent 19

8
SOLUTION

1. Open SAP Object Business Dashboard from the desktop.

2. On the Start Page, select Blank Model. It should bring you to the blank workspace.
3. Click the ‘Import Spreadsheet’ icon to import the source data. Just click ‘Yes’ to the system message.

4. Select the File: Chart Drill Down from the Dashboard folder. Then click ‘Open’.
5. The data should now be in the embedded spreadsheet. From the Components Browser, open the
category ‘Selectors’ then drag the ‘Accordion Menu’ inside the canvas.

6. In the Properties Panel, input/bind the following information:

Field Name Spreadsheet Cells

Insertion Type Row
Destination A2:M2
Categories
Category 1: Name A4
Category 1: Labels A5:A16
Category 1: Source A5:M16

Category 2: Name A18

Category 2: Labels A19:A30
Category 2: Source A19:M30

9
 7. From the Components Browser, open the category ‘Charts’ then drag the ‘Column Chart’ inside the
Canvas. Then input the following:
Field Spreadsheet
Title A2
Subtitle Monthly Sales
Data: By Series
Series 1: Name A2
Series 1: Values B2:M2
Category Labels B4:M4

8. Lastly, click the ‘Fit Canvas to Components’ icon then click for several times to icon ‘Increase Canvas’
to make the effect that your component has a border. Change the theme and colors based on your
preference.

10
EXERCISE 4: USING FIL TER
Project Prototype:
Name of the Report Sales by Sales Representative
Purpose To show sales of various products per sales representative
Requirements:
Component Bar Chart
Title Integrity Medic, Inc.
Subtitle Sales by Sales Representative
Data
By Series Sales
Plot Series on Primary Axis

Raw Data

11
Output:

Validation:
Hishest Quarterly Sales for Plaster of Paris
(Existing Customer)
Lowest Sales for Adhesive Tape
(Sales Rep 2)

12
SOLUTION

1. On the Start Page, select Blank Model. It should bring you to the blank workspace.
2. Click the ‘Import Spreadsheet’ icon to import the source data. Just click ‘Yes’ to the system message.

3. Select the File: Filter Selector from the Dashboard Folder. Then click ‘Open’
4. The data should now be in the embedded spreadsheet. From the Components Browser, open the
category ‘Selectors’
5. then drag the ‘Filter’ inside the Canvas.

6. In the Properties Panel, input/bind the following information:

Spreadsheet
Field
Cell
Title A3:C3
Source Data A4:G26
Destination D28:G28
No. of Filters 3

13
7. From the Components Browser, open the category ‘Charts’ then drag the ‘Bar Chart’ inside the
Canvas. Then, input the following:
Field Spreadsheet Cell
Title Integrity Medic, Inc.
Subtitle A1
Value (X) In Millions
Data: By Series
Series 1: Name Sales
Series 1: Values D28:G28
Category Labels D3:G3

8. Lastly, click the ‘Fit Canvas to Components’ icon then click for several times to icon ‘Increase
Canvas’ to make the effect that your component has a border. Change the theme and colors based
on your preference.

14
SINGLE VALUE COMPONENTS
Single value components are useful for displaying data from individual cells in the
spreadsheet. Single value components can add user interactivity to your models, or you can also
use them to focus attention on the values of important parameters.

You can use any single value component as an input or output element in your model. As
an input, a single value component permits user interaction. As an output, it displays the value of the
cell or cells that it is linked to. Combining this functionality and Excel’s own formulas, we can create
‘What If’ analyses.

1. Horizontal and Vertical Sliders - linked to a single value, and are typically used as
inputs. Users click and drag the slider to change the value.

2. Dial - can be linked to a single cell only, and is typically used as an input. Users click and drag
the dial to change the value.

3. Gauge - typically used as a display component to reflect the value of a key metric. It can also
be linked to multiple cells so that each value is represented by a marker in the Gauge.

15
 DYNAMIC VISIBILITY
Under the ‘Behavior’ tab of the Properties pane, all the way to the bottom is the option for
Dynamic Visibility. This property is present on ALL components. It will allow components to
hide/show dynamically from the dashboard (hence the name), which is dependent on the values in
the Embedded Spreadsheet.

Triggering the Dynamic Visibility feature is dependent on two factors: The Status and the Key.
The Status must be bound to a cell. If the value in the Key (which can be bound to a cell or
hardcoded), the component will be visible. If for any reason, a component is needed but shouldn’t be
shown (like selectors that will help with functionality and logic), simply assign a Status and Key that will
never be able to match up.

Combining the concept of Selectors and Dynamic Visibility, more complex, multi-layered
dashboards can be created.

16
EXERCISE 5: USING HORIZ ONT AL S LIDER
(SINGLE-VALUE)
Project Prototype:
Name of the Report Forecast Chart
Purpose To show the regional sales of the branches
Requirements:
Component Horizontal Slider and Line Chart
Title Forecast Chart
Subtitle Regional Sales
Data
By Range Region & Sales

Raw Data

Output:

Validation:
Branch with the Highest Sales

Sales of SM North at 0 increase/decrease

17
SOLUTION

1. On the Start Page, select Blank Model. It should bring you to the blank workspace.
2. Click the ‘Import Spreadsheet’ icon to import the source data. Just click ‘Yes’ to the system message.

3. Select the File: Slider Single Value from the Dashboard Folder. Then click ‘Open’
4. The data should now be in the embedded spreadsheet. From the Components Browser, open the
category ‘Single Value’ then drag the ‘Horizontal Slider’’ inside the Canvas.

5. In the Properties Panel, input/bind the following information:

Field Spreadsheet
Title D4
Data D3
Scale Manual
Minimum Limit 0
Maximum Limit 100

6. From the Components Browser, open the category ‘Charts’ then drag the ‘Line Chart’ inside the
Canvas. Then input the following:
Field Spreadsheet Cell
Title F1
Subtitle Regional Sales
Value (Y) In Millions
Data: By Range
Data in Columns F3:G6

18
7. Lastly, click the ‘Fit Canvas to Components’ icon then click for several times to icon ‘Increase
Canvas’ to make the effect that your component has a border.

19
EXERCISE 6: USING DIAL
Project Prototype:
Name of the Report Dealership Sales Summary
To show the revenue from various dealer. Forecast for Quarter 4 can be
Purpose included.
Requirements:
Component Horizontal Slider and Line Chart
Title Forecast Chart
Subtitle Regional Sales
Data
By Range Region & Sales
Raw Data

Expected Output:

Validation:
Highest Quarterly Sales for Dealer 3
Sales of Dealer 1 with Q4 included
(24% Sales Growth)

20
SOLUTION

1. On the Start Page, select Blank Model. It should bring you to the blank workspace.
2. Click the ‘Import Spreadsheet’ icon to import the source data. Just click ‘Yes’ to the system message.
3. Select the File: Dial Single Value from the Dashboard Folder. Then click ‘Open’
4. The data should now be in the embedded spreadsheet. From the Components Browser, open the
category ‘Selectors’then drag the ‘Label Based Menu’ inside the Canvas.

5. In the Properties Panel, input/bind the following information:

Field Spreadsheet Cell
Title Menu
Labels A3:A7
Insertion Type Row
Source Data B3:E7
Destination B11:E11
Orientation Vertical

6. From the Components Browser, open the category ‘Selectors’ then drag the
‘Check Box’ inside the Canvas. Then input/bind the following information:
Field Spreadsheet Cell
Title Q4 Forecast
Data Insertion
Destination B10

21
7. From the Components Browser, open the category ‘Single Value’ then drag the ‘Dial’
inside the Canvas. Input/bind the following information:
Field Spreadsheet Cell
GENERAL TAB
Title A9
Data B9
Scale Manual
Minimum 0
Maximum 1
BEHAVIOR TAB
Needle Movement
Increment .01
Dynamic Visibility
Status B10
Key 1

8. From the Components Browser, open the category ‘Charts’ then drag the ‘Column’
inside the Canvas. Input/bind the following information:

Field Spreadsheet Cell

Title Dealership Sales Summary
Subtitle A1
Value (X) In Millions
Data: By Series
Series 1: Name Dealership
Series 1: Values B11:E11
Category Labels B2:E2
22
9. Lastly, click the ‘Fit Canvas to Components’ icon then click for several times to icon ‘Increase Canvas’
to make the effect that your component has a border. Change the theme and colors based on your
preference.

23