SAP Business One,

version for SAP HANA:

Advanced Dashboards

d e only with an image

Us e this ti tle s li
Objectives

At the end of this topic, you will be able to:

 Design an advanced dashboard
 Set up filters for an advanced dashboard
 Launch an advanced dashboard from a cockpit widget

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Advanced Dashboards

Enhancements:
 Create supplementary cockpits to
display critical data grouped in
dedicated pages
 Display. data related to a dashboard
or key performance indicator (KPI).

Benefits:
 Quick access to extended business
analytics in charts and KPIs.

Motivation: Provide additional insight associated with dashboards and KPIs

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Business Example

The sales manager at OEC Computers needs detailed analysis

to understand what is driving his performance metrics.
He would like to be able to open a supplementary cockpit to
provide additional insight into the business figures behind the
KPIs and dashboards in his cockpit.

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Example Advanced Dashboard

 In this course,
we build an
advanced
dashboard for
sales statistics.
 This sales
advanced
dashboard will
contain
2 pages for
customer and
item statistics.

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Business Example - Requirements

Sales Analytics on Items

 Top 5 Best Selling Items
 Revenue vs. Gross Profit Analysis

Sales Analytics on Customers

 Opportunity Status by
Customer
 Percentage of Opportunities
by Customer
 KPI for Total Sales Amount
 Top 5 Customers by Sales
Amount

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Pervasive Analytics Designer

 See a list of all

available advanced
dashboards.

 Create a new
advanced
dashboard with
the button.

 Only users with

authorization for
the Query Manager
have access to this
window.

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First steps to create advanced dashboard

Design Icons:
1. Give the dashboard a name
Add Widgets
2. Name the first page

3. Add widgets to the page Save

Filter Settings

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 Choosing Widgets

Open the Widgets Gallery Search for a

widget by name

Narrow the
selection
of widgets by
type

Choose a widget by clicking on the plus sign

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Adjusting the Page

 Move a widget by dragging it to a preferred location

 Delete a widget by dragging to the trash can in the bottom right
 Save changes with the checkmark

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Change widget size

You can change

the size of the
widgets in
the advanced
dashboard by
choosing plus or
minus symbols.

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Add More Pages

 When you choose the Add New Page icon, a blank page opens.
 Give the new page a name
 Add widgets to the new page

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Setup to Launch the Dashboard

 We can assign the advanced dashboard as an

action for KPI or pervasive dashboard widgets
 In our example, we open the KPI for Net Sales
Revenue and add an action.
 We give the action a name and choose our
advanced dashboard for sales.

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Viewing the Advanced Dashboard

Now we can open and view the

advanced dashboard by clicking on
the KPI widget

Refresh the data

Toggle pages

Enlarge and drill into the data

Switch from chart to table

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Filters

 The advanced
dashboard we created
does not have any filters All customers’ data:
so all data is displayed
in each widget
 We also have the option
to filter data based on
context.

Chosen customer’s data

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Filter Example

 In our example, the

manager would also
like to launch the
advanced dashboard
from a pervasive
dashboard of top 5
customers by sales
Data for customer C30000
 When he right-clicks
on a column
representing a
customer, he would
like to filter the
advanced dashboard
data for that
customer.

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Adding filters

 When editing the advanced dashboard

in the Pervasive Analytics Designer,
choose the Filter Settings icon.  On the Filter
Settings page,
choose Add Filter.
 Choose a Filter
Type: string or date
 Set one widget as
the base and choose
a dimension.
 Select a dimension
for each additional
widget you wish to
filter

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How Filters are Applied

When we open the advanced

dashboard by right-clicking on
a column for a customer…

We see data filtered for just that

customer in the dashboards where
we have applied the filter.

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User Options for Filters

Change the filter settings

when viewing an advanced
dashboard

1.Choose the Filter icon

2.Select the current filter

3.Add or remove values

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Summary

Here are some key points to take away from this course
 An advanced dashboard acts as a supplementary cockpit
containing KPIs and pervasive dashboards.
 Users open advanced dashboards from an action in a KPI or
dashboard widget.
 You can create advanced dashboards in the Pervasive Analysis
Designer.
 You can set up filters for the advanced dashboard. The filtering
value will be retrieved from the widget where you launch the
advanced dashboard.
 Users can adjust the display of widgets and change the
application of filters as they view the widget. These changes are
not permanent.

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Related Information

For more information on creating advanced dashboards, working

with KPIs or Pervasive Dashboards and setting up actions to
launch from those widgets:
 Delta Course: Create Key Performance Indicators
 Delta Course: Add Actions to a Dashboard
 How-to-Guide: How to Work with Pervasive Analytics

For information using widgets in a cockpit:

 Role-Based Cockpit
 How to Guide: Working with the Fiori-style Cockpit

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Thank you

Contact information:

Kathryn Duval
Senior Instructional Designer
Kathryn.Duval@sap.com

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