Designing Dashboards with SAP Analytics Cloud

Dear Reader
Notes on Usage
Table of Contents
  Acknowledgments
  Preface
      Target Audience
      How to Read This Book
      How This Book Is Organized
      Conclusion
1   Introduction
    1.1   What Is a Dashboard?
        1.1.1   Case Study Introduction
        1.1.2   A Short History of Dashboards
        1.1.3   Definitions of Dashboards
        1.1.4   Dashboards and Their Design in SAP Analytics Cloud
    1.2   What a Dashboard Needs to Be Successful
    1.3   Ten Golden Rules for Business Dashboard Design
        1.3.1   Ten Golden Rules
        1.3.2   Fostering Successful Dashboard Design
    1.4   Benefits of a Dashboard
    1.5   Key Roles Involved in Designing Dashboards
    1.6   Summary
2   Implementing Successful Dashboards
    2.1   Managing Change for Dashboard Implementation
        2.1.1   Context Factors Influencing Change Management
        2.1.2   Management Support and Vision
        2.1.3   Cross-Functional Teams and Project Champions
        2.1.4   Data Quality and Integrity
        2.1.5   User-Centered Design
        2.1.6   Project Split and Creation of Short-Term Wins
        2.1.7   Enablement
        2.1.8   Measuring the Success of Dashboards
    2.2   User-Centered Design Methods
        2.2.1   Design Thinking
        2.2.2   Know Your Users and the Data
        2.2.3   Prototyping
        2.2.4   Evaluate and Iterate with Consumers
    2.3   Enabling and Upskilling
        2.3.1   Becoming a Dashboard Designer
        2.3.2   Enabling and Upskilling Dashboard Consumers
    2.4   Measuring the Success of Dashboards
        2.4.1   Summative Evaluations
        2.4.2   Drivers That Influence the Success of Your Dashboards
        2.4.3   Quantitative Success Measures for Your Dashboards
        2.4.4   A Framework for Choosing User Experience Metrics
        2.4.5   Qualitative Success Indicators for Your Dashboards
    2.5   Summary
3   Dashboards Using Acquired Data
    3.1   Scenario
        3.1.1   Golden Rule 1: Container
        3.1.2   Golden Rule 2: Comparison
        3.1.3   Golden Rule 6: Construction
        3.1.4   Golden Rule 7: Color
        3.1.5   Golden Rule 8: Contrast
        3.1.6   Golden Rule 9: Consistency and Integrity
        3.1.7   Golden Rule 10: Communication
    3.2   Data Structure
        3.2.1   What Is Acquired Data and Why Use It?
        3.2.2   A Data Set or a Model: Which One to Use?
        3.2.3   Building a Model
    3.3   Dashboard Features
        3.3.1   Visualize the Sales Dashboard Layout
        3.3.2   Decide Where to Put Different Types of Information
    3.4   Creating the Dashboard
        3.4.1   Importing and Viewing the Story Data in SAP Analytics Cloud
        3.4.2   Building the Dashboard
        3.4.3   Features That Support Consistent Dashboards
    3.5   Summary
4   Responsive Mobile Dashboards
    4.1   Scenario
    4.2   Data Structure
    4.3   Dashboard Features
        4.3.1   Access on Mobile Devices
        4.3.2   Responsive Design
        4.3.3   Device Preview
    4.4   Building the Dashboard
        4.4.1   Design Adjustments for iOS Phones
        4.4.2   Design Adjustments for iOS Tablets
        4.4.3   Interaction and Collaboration on Mobile Devices
    4.5   Summary
5   Dashboards Based on Live Data Connections
    5.1   Scenario
        5.1.1   Live Connection Decision
        5.1.2   Dashboard Scenario
        5.1.3   Dashboard Planning
    5.2   Data Structure
        5.2.1   Live Connection and Live Model
        5.2.2   Available Data in SAP Business Warehouse
    5.3   Dashboard Features
        5.3.1   Input Controls
        5.3.2   Linked Analysis
        5.3.3   Changing the Order of Measures in Tables
        5.3.4   Calculations
        5.3.5   Hierarchies
        5.3.6   Hyperlinks
    5.4   Building the Dashboard
        5.4.1   Header Area A0
        5.4.2   Key Performance Indicator Area A1
        5.4.3   Charts Area A2
        5.4.4   Charts Area A3
        5.4.5   Table Area A4
        5.4.6   Filter Area A5
    5.5   Summary
6   Dashboards for Planners and Controllers
    6.1   Scenario
    6.2   Data Structure
    6.3   Dashboard Features
        6.3.1   Designing IBCS-Compliant Dashboards for Planning
        6.3.2   Using Tables for Planning
        6.3.3   Value Driver Trees
    6.4   Creating the Dashboard
        6.4.1   Creating the Value Driver Tree
        6.4.2   Locking Data Values
        6.4.3   Data Locking Defined in the Planning Model
        6.4.4   Locking Individual Cells Directly in the Table
        6.4.5   Inserting a Variance Chart in a Column
    6.5   Summary
7   Application-Based Dashboards with the Analytics Designer
    7.1   Scenario
    7.2   Data Structure
    7.3   Dashboard Features
    7.4   Creating the Dashboard
        7.4.1   Creating the Analytic Application
        7.4.2   Personalized Filter
        7.4.3   Switch Toggle
        7.4.4   Sliders
        7.4.5   Scripting Variables
        7.4.6   Geo Maps
        7.4.7   Popups
        7.4.8   Buttons
        7.4.9   Dropdown Box
    7.5   Summary
8   Dashboards Based on SAP S/4HANA Cloud Data
    8.1   Scenario
    8.2   Data Structure
    8.3   Dashboard Features
    8.4   Building the Dashboard
        8.4.1   Create a Story
        8.4.2   Header Area
        8.4.3   Second Dashboard Area
        8.4.4   Third Dashboard Area
        8.4.5   Bind the Story to an Application
    8.5   Summary
9   Dashboards Using Self-Scripted R Visualizations
    9.1   Scenario
    9.2   Data Structure
    9.3   Dashboard Features
    9.4   Creating the Dashboard
        9.4.1   R Packages Available in SAP Analytics Cloud
        9.4.2   Defining a New Chart in a Story Using an R Script
        9.4.3   A Scatter Plot to Show Standard Deviation and True Values
        9.4.4   A Histogram with a Fitted and Normal Distribution
        9.4.5   A Word Cloud to Show Feedback with Weighted Opinions
        9.4.6   A Pie Chart with an “Other” Category
    9.5   Summary
10   Dashboards in SAP Digital Boardroom
    10.1   Scenario
    10.2   Data Structure
    10.3   Presentation Features
    10.4   Creating the Presentation
        10.4.1   Dashboard Presentation
        10.4.2   Agenda Presentation
        10.4.3   Consuming and Presenting the SAP Digital Boardroom Presentation
    10.5   Summary
11   Monitoring Dashboards Using Qualtrics and Usage Tracking Data
    11.1   Scenario
    11.2   Data Structure
        11.2.1   Building the Model Based on Qualtrics Data
        11.2.2   Inherent Models, Dashboards, and Applications for Usage and Performance Monitoring
    11.3   Dashboard Features
    11.4   Creating the Dashboard
        11.4.1   Building the Dashboard.
        11.4.2   Creating the Upper Area of the Dashboard
        11.4.3   Creating the Second and Third Sections of the Dashboard
        11.4.4   Creating the Bottom Section with a Table and an Explorer View
    11.5   Summary
A   Style Guide
    A.1   Color
    A.2   Font
    A.3   Logo
    A.4   Layout
    A.5   Further Guidelines for the Use of Text
        A.5.1   Header, Titles, and Subtitles
        A.5.2   Use of Terminology
B   Further Reading
    B.1   Chapter 1: Introduction
    B.2   Chapter 2: Implementing Successful Dashboards
    B.3   Chapter 3: Dashboards Using Acquired Data
    B.4   Chapter 4: Responsive Mobile Dashboards
    B.5   Chapter 5: Dashboards Based on Live Data Connections
    B.6   Chapter 6: Dashboards for Planners and Controllers
    B.7   Chapter 7: Application-Based Dashboards with the Analytics Designer
    B.8   Chapter 8: Dashboards Based on SAP S/4HANA Cloud Data
    B.9   Chapter 9: Dashboards Using Self-Scripted R Visualizations
    B.10   Chapter 10: Dashboards in SAP Digital Boardroom
    B.11   Chapter 11: Monitoring Dashboards Using Qualtrics and Usage Tracking Data
C   The Authors
Index
Service Pages
Legal Notes