How to create a What If simulation in SAP Analytics Cloud · 2018-11-09 · SAP Analytics Cloud – What If Scenario 4 2 Creating a What If Simulation in SAP Analytics Cloud 2.1 Motivation

SAP Analytics Cloud – What If Scenario

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How to create a What If simulation in SAP Analytics Cloud

Author: Ingo Hilgefort, SAP Canada


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1 Copyright

© 2018 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See http://global.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.

1.1 SAP Trademarks

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.

http://global.sap.com/corporate-en/legal/copyright/index.epx


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1 Copyright ..................................................................................................................................................................2

1.1 SAP Trademarks .................................................................................................................................................2

2 Creating a What If Simulation in SAP Analytics Cloud .................................................................................................4

2.1 Motivation .........................................................................................................................................................4

2.2 Data Set .............................................................................................................................................................5

2.3 Data Model in SAP Analytics Cloud ....................................................................................................................6

2.4 Story Design in SAP Analytics Cloud .................................................................................................................11


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2 Creating a What If Simulation in SAP Analytics Cloud

2.1 Motivation

Our goal is to create a What If simulation scenario, that I am sure lots of people will remember from some time back.

Figure 1: What If Scenario in SAP BusinessObjects Dashboards

Figure 1 shows a typical What If scenario created using SAP BusinessObjects Dashboards (former Xcelsius). In the next few steps we will use SAP Analytics Cloud to create a similar scenario.

Figure 2 What If Scenario in SAP Analytics Cloud

Figure 2 shows our end result created in SAP Analytics Cloud.


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2.2 Data Set

For our example we will use a data set as shown in the image below.

Figure 3 Data Set

The data set contains the following measures: - Software Revenue - Consulting Services Revenue - Training Revenue - R&D Cost - Services Cost - Sales & Marketing Cost

In addition, we have the data broken down by calendar month and by Version (Actual, Budget). The data set contains data for the year 2017 and 2018.


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2.3 Data Model in SAP Analytics Cloud

In this section we will use the Microsoft Excel file and create a corresponding model in SAP Analytics Cloud and upload the data.

Saving Your Story

Please note, that the detailed steps will not include the steps to Save your Story as we assume that you are familiar with

the menu to save the story and that you would want to save a few times during the steps.

2.3.1 Data Model - Step by Step Guidance 1. Logon to your SAP Analytics Cloud Tenant 2. Select the menu in top left corner. 3. Select the option Create > Model (see Figure 4).

Figure 4 Create Menu

Select the option Import a file from your computer (see Figure 5 ).

Figure 5 New Data Source


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4. Click Select Source File. 5. Brows to the Microsoft Excel file. 6. Select the Excel file. 7. Click Open. 8. Ensure the option Use first row as column headers is selected. 9. Click Import. 10. The uploaded file will be shows as a Draft Data set (see Figure 6).

Figure 6 Draft Data

11. Click on the newly uploaded data. 12. The uploaded data is shown to you and SAP Analytics Cloud is making suggestions for the data model based on the

type of data that is contained in the spreadsheet (see Figure 7).

Figure 7 Draft Data Model

13. Click on the column header for column Month. 14. On the right hand side in the panel ensure that the Type is set to Date and the Date Format is set to MM/DD/YYYY

(see Figure 8).


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Figure 8 Calendar Month Modeling

15. Click on the column header for column Version. 16. On the right-hand side select the Type Version. 17. Click on the button Map Versions (see Figure 9).

Figure 9 Version Mapping

18. SAP Analytics Cloud will now provide a list of available Versions and the Versions available in the uploaded data, so that you can map them (see Figure 10).

Figure 10 Version Mapping

19. In our example we have the information for Actual and Plan in our data set and SAP Analytics Cloud was able to identify those and mapped the information from the spreadsheet to the Actuals and Planning versions.

20. Click OK to continue. 21. Click on the column for Software Revenue. 22. On the right-hand side ensure that the Type is set to Measure (see Figure 11).


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Figure 11 Modeling - Measure

23. Repeat this step for the other columns: - Maintenance Revenue - Consulting Services Revenue - Training Revenue - R&D Cost - Services Cost - Sales & Marketing Cost

24. After you finished configuring those columns as measure, click on the cube icon in the panel on the right hand side

(see Figure 12).

Figure 12 Model Information

25. Change the Name of the model to What_if_Demo. 26. Now click Create Model (bottom right corner). 27. Confirm the upcoming message on mapping and editing your data and click Create. 28. After the model has been created, you are presented with the data source, dimensions, and measures for the model

(see Figure 13).


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Figure 13 Data Sources

29. Click on Account in the toolbar (see Figure 14).

Figure 14 Account Details

30. SAP Analytics Cloud organized all defined measures in a so called Account dimension. 31. Now set the option in column Units & Currencies to the value Currency for each measure. 32. Set the option in column Scale to the value Million for each measure.

33. Use the disk symbol in the toolbar to save the model. 34. Click on the menu in the top right and select the menu option Home. We uploaded the Microsoft Excel file and create a model based on the information in the spreadsheet. As next step we can start creating our story in SAP Analytics Cloud.


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2.4 Story Design in SAP Analytics Cloud

2.4.1 A single node – Conceptual View After we uploaded the data and created the model, we will now create the story what will allow use to run a simple simulation. Before going through the step by step guidance, lets look at the overall goal. Below is an example for the Software Revenue measure (see Figure 15).

Figure 15 Software Revenue Visual

- For each of the measures we would like to visualize the Actual value for the current year - We would also like to visualize the variance from Actual compared to our Plan for the current year - We would also like to offer the ability to change (increase / decrease) the revenue as well as the cost measures

by using simple sliders (Calculation Input Control) - For the aggregated measures, such as the Total Revenue, we would like to indicate the impact that all changes

on the individual measures have in total for the aggregated values. Assuming the items above, we will then need to calculate the following values per node in our simulation:

- Value for the Current Year for Version Actual - Value for the Current Year for Version Actual including the proposed increase / decrease - Variance of the Actual value (including the growth) compared to the Plan value expressed in percentages

In SAP Analytics we can achieve this by:

- Including an Calculation Input Control for those measures that will offer an increase / decrease. - Creating a Calculated Measure which will use the Actual value for the Current Year and calculate the Actual

value combined with the growth rate. - Include a Variance option for the chart to show the variance between our Actual value with growth rate and our

Plan value.


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2.4.2 Overall Structure In the next few sections we would like to create a SAP Analytics Story, which provides our users the option to run a quick simulation based on revenue and cost numbers with Actual and Plan values. The base values – such as Software Revenue and R&D Cost – will be aggregated towards nodes, such as Total Revenue and Total Operating Expenses. We will also add sliders based in Calculation Input Controls from SAP Analytics Cloud, so that the story consumer has the ability to increase / decrease the values incrementally.

Figure 16 Overall Structure

Figure 16 shows the overall structure, which you should keep in mind when you follow the steps. In the detailed steps we will outline the steps for formatting and configuring the calculations, but we won’t repeat the steps for placement for every node, so please refer back to the overall structure in regard to the placement of objects.


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2.4.3 Story Design - Step by Step Guidance

2.4.3.1 Software Revenue Node 1. Select the menu in the top left and select the menu Create > Story. 2. Select the option Add a Canvas Page. 3. Select the option Chart. 4. Select the previously created model - What_if_Demo. 5. Click OK. 6. Before we now configure our first chart, we will also make some configurations to how the overall page is being

displayed. 7. Click on the canvas without selecting the chart. 8. Click on the Formatting option in the right hand panel (see Figure 17).

Figure 17 Page Properties

9. Open the property for the background color and click on More. 10. Set the Hex color code to the value afc9e0. 11. Enable the option Show Grid. 12. Enable the option Snap to Grid. 13. Enable the option Snap to Object. 14. Select the chart that was created when the new canvas was created. 15. Make sure the panel on the right hand side shows the Builder Panel. 16. In the Builder panel on the right hand side set the chart type to Numeric Pointer (see Figure 18).


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Figure 18 Chart Type Selection

17. In the Builder panel click on Add Measure for the Primary Values. 18. Select the option Create Calculation (see Figure 19).

Figure 19 Create Calculation

19. Set the Type to the option Calculated Measure. 20. Enter the Name “Software Revenue + Growth”. 21. On the right hand side in the formula editor click on Create New for the Input Controls (see Figure 20).


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Figure 20 Calculation Input Control

22. Enter Software Revenue Growth Rate as Name. 23. Select the option Static List. 24. Click on the option Click to Add Values. 25. Select the option Select by Range. 26. Enter 0 as minimum and 25 as maximum. 27. Set the Increment to 1. 28. Click OK. 29. Click OK. Now we can start creating our formula and include the user input into the calculation. 30. Type “Software” in the formula editor and the list of available objects will be shown based on your input. 31. Select the entry for Software Revenue and the item will be added to your formula. 32. The formula you want to create is this:

[What_if_Demo:Software_Revenue] * ((100+ [@Software Revenue Growth Rate])/100)

33. After you entered your formula as shown above, click OK. 34. You should notice a token for the Software Revenue Growth Rate Input Control now, shown on your canvas (see

Figure 21). We will use that Input Control later on – for now just know it has been created.

Figure 21 Input Control Token


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35. Select the Numeric Pointer for Software Revenue. 36. Open the menu in the top right corner (see Figure 22).

Figure 22 Context Menu

37. Select the menu option Add Variance (see Error! Reference source not found.).

Figure 23 New Variance

38. Set the Measure for Compare (A) to the measure Software Revenue + Growth. 39. Click Add Version / Time. 40. Select the option Version. 41. Select the value Actual.


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42. Set the To (B) option to the measure Software Revenue. 43. Click Add Version / Time. 44. Select the option Version. 45. Select the value Plan. 46. Open the Display Options. 47. Enable the option Percentage. 48. Disable the option Numeric. 49. Set the Decimal Places for the Percentage option to 1. 50. Click OK. 51. Select the Numeric Pointer for Software Revenue. 52. Open the menu in the top right corner (see Figure 22). 53. Open the menu Show / Hide. 54. Unselect all options – except Chart Title and Primary Values. 55. Double-Click on the current Chart Title and enter Software Revenue as new Chart Title. 56. Now make sure the Numeric Pointer is selected. 57. On the right hand side panel select the Formatting options (see Figure 24).

Figure 24 Styling Options

58. Set the Background Color to White. 59. Scroll down to the Font area. 60. Ensure the option for Text Selection is set to All Text 61. Set the Font to 72-Web. 62. Set the Size to 14. 63. Scroll down to Number Format. 64. Now select in the Numeric Pointer the Primary Values by simply clicking on the value. The Styling options will now

adjust to show the specific options (see Figure 25).


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Figure 25 Styling Options

65. Enable the option for a Right Alignment. 66. Now ensure that you select the complete Numeric Pointer again. 67. Open the Styling panel. 68. Scroll down to the area Number Format (see Figure 26).

Figure 26 Number Format

69. For the option Measure Selection select the measure Software Revenue + Growth. 70. Set the Scale to Million. 71. Set the Scale Format to the option “k, m, bn” for the short scale option. 72. Uncheck the option Show Currency and Unit. 73. Uncheck the option Show Scale. 74. Set the Decimal Places to 0. 75. Your Numeric Pointer chart should look similar to Figure 27 now.


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Figure 27 Numeric Pointer

76. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it with a height of 6 squares and a width of 14 squares from the page grid.

77. Your Numeric Pointer should look similar to Figure 28 now

Figure 28 Numeric Pointer

78. Now select the previously created Calculation Input Control for the growth rate. 79. Move the component to the right hand side of your canvas. 80. Resize the component so that you can see the slider. 81. Select the Input Control. 82. Open the menu in the top right corner. (see Figure 22).

Figure 29 Input Control

83. Open the menu Show / Hide. 84. Unselect the Header Icon first. 85. Unselect the Header Title. 86. Select the Input Control. 87. Open the Styling panel on the right hand side. 88. Set the Background color to white. 89. Scroll down to the Font section. 90. Select the value Content. 91. Set the Font Color to White (as we can’t remove it from the Input Control). 92. Open the Insert menu in the toolbar (see Figure 30).


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Figure 30 Menu Insert

93. Select the option Text. 94. Double-Click into the new text box. 95. Enter Software Revenue Growth as Text. 96. Move the text box to the top of the Input Control, so that the text will show above the slider (see Figure 31).

Figure 31 Input Control

97. This is a good time to save your story and save the changes you did. At this point we have our first node – Software Revenue – and we have the option to choose a growth factor. Our node for Software Revenue shows the values for Actual and it shows the % Variance to show if we are reaching our goals. In addition our variance is shown in green for a positive indication and red for a negative indication. Up to this point we created the first node of our simulation and we created the first input control. The next several sections follow the same model, but for the other revenue and cost values.


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2.4.3.2 Maintenance Revenue Node Please note, that for the Maintenance Revenue node we will not integrate a slider to change the growth rate. 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the measure Maintenance Revenue. 7. Select the Numeric Pointer for Maintenance Revenue. 8. Open the menu in the top right corner. 9. Select the menu option Add Variance. 10. Set the Measure for Compare (A) to the measure Maintenance Revenue. 11. Click Add Version / Time. 12. Select the option Version. 13. Select the value Actual. 14. Set the To (B) option to the measure Maintenance Revenue. 15. Click Add Version / Time. 16. Select the option Version. 17. Select the value Plan. 18. Open the Display Options. 19. Enable the option Percentage. 20. Disable the option Numeric. 21. Set the Decimal Places for the Percentage option to 1. 22. Click OK. 23. Select the Numeric Pointer for Maintenance Revenue. 24. Open the menu in the top right corner. 25. Open the menu Show / Hide. 26. Unselect all options – except Chart Title and Primary Values. 27. Double-Click on the current Chart Title and enter Maintenance Revenue as new Chart Title. 28. Now make sure the Numeric Pointer is selected. 29. On the right hand side panel select the Formatting options. 30. Set the Background Color to White. 31. Scroll down to the Font area. 32. Ensure the option for Text Selection is set to All Text 33. Set the Font to 72-Web. 34. Set the Size to 14. 35. Now select in the Numeric Pointer the Primary Values by simply clicking on the value. The Styling options will now

adjust to show the specific options. 36. Enable the option for a Right Alignment. 37. Now ensure that you select the complete Numeric Pointer again. 38. Open the Styling panel. 39. Scroll down to the area Number Format. 40. For the option Measure Selection select the measure Maintenance Revenue. 41. Set the Scale to Million. 42. Set the Scale Format to the option “k, m, bn” for the short scale option. 43. Uncheck the option Show Currency and Unit. 44. Uncheck the option Show Scale. 45. Set the Decimal Places to 0.


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46. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it with a height of 6 squares and a width of 14 squares from the page grid.

47. This is a good time to save your story and save the changes you did.


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2.4.3.3 Consulting Services Revenue Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Consulting Services Revenue + Growth. 9. On the right hand side in the formula editor click on Create New for the Input Controls (see Figure 20). 10. Enter Consulting Revenue Growth Rate as Name. 11. Select the option Static List. 12. Click on the option Click to Add Values. 13. Select the option Select by Range. 14. Enter 0 as minimum and 25 as maximum. 15. Set the Increment to 1. 16. Click OK. 17. Click OK. 18. Type “Consulting” in the formula editor and the list of available objects will be shown based on your input. 19. Select the entry for Consulting Services Revenue and the item will be added to your formula. 20. The formula you want to create is this:

[What_if_Demo:Consulting_Services_Revenue] *((100+ [@Consulting Revenue Growth Rate])/100)

21. After you entered your formula as shown above, click OK. 22. You should notice a token for the Consulting Services Revenue Growth Rate Input Control now, shown on your

canvas. 23. Select the Numeric Pointer for Consulting Services Revenue. 24. Open the menu in the top right corner. 25. Select the menu option Add Variance. 26. Set the Measure for Compare (A) to the measure Consulting Services Revenue + Growth. 27. Click Add Version / Time. 28. Select the option Version. 29. Select the value Actual. 30. Set the To (B) option to the measure Consulting Services Revenue. 31. Click Add Version / Time. 32. Select the option Version. 33. Select the value Plan. 34. Open the Display Options. 35. Enable the option Percentage. 36. Disable the option Numeric. 37. Set the Decimal Places for the Percentage option to 1. 38. Click OK. 39. Select the Numeric Pointer for Consulting Service Revenue. 40. Open the menu in the top right corner. 41. Open the menu Show / Hide. 42. Unselect all options – except Chart Title and Primary Values. 43. Double-Click on the current Chart Title and enter Consulting Services Revenue as new Chart Title. 44. Now make sure the Numeric Pointer is selected. 45. On the right hand side panel select the Formatting options.


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46. Set the Background Color to White. 47. Scroll down to the Font area. 48. Ensure the option for Text Selection is set to All Text 49. Set the Font to 72-Web. 50. Set the Size to 14. 51. Now select in the Numeric Pointer the Primary Values by simply clicking on the value. The Styling options will now

adjust to show the specific options. 52. Enable the option for a Right Alignment. 53. Now ensure that you select the complete Numeric Pointer again. 54. Open the Styling panel. 55. Scroll down to the area Number Format. 56. For the option Measure Selection select the measure Consulting Services Revenue + Growth. 57. Set the Scale to Million. 58. Set the Scale Format to the option “k, m, bn” for the short scale option. 59. Uncheck the option Show Currency and Unit. 60. Uncheck the option Show Scale. 61. Set the Decimal Places to 0. 62. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 63. Now select the previously created Calculation Input Control for the growth rate. 64. Move the component to the right hand side of your canvas. 65. Resize the component so that you can see the slider. 66. Select the Input Control. 67. Open the menu in the top right corner. 68. Open the menu Show / Hide. 69. Unselect the Header Icon first. 70. Unselect the Header Title. 71. Select the Input Control. 72. Open the Styling panel on the right hand side. 73. Set the Background color to white. 74. Scroll down to the Font section. 75. Select the value Content. 76. Set the Font Color to White (as we can’t remove it from the Input Control). 77. Open the Insert menu in the toolbar. 78. Select the option Text. 79. Double-Click into the new text box. 80. Enter Consulting Services Revenue Growth as Text. 81. Move the text box to the top of the Input Control, so that the text will show above the slider. 82. This is a good time to save your story and save the changes you did.


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2.4.3.4 Training Services Revenue Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Training Services Revenue + Growth. 9. On the right hand side in the formula editor click on Create New for the Input Controls. 10. Enter Training Revenue Growth Rate as Name. 11. Select the option Static List. 12. Click on the option Click to Add Values. 13. Select the option Select by Range. 14. Enter 0 as minimum and 25 as maximum. 15. Set the Increment to 1. 16. Click OK. 17. Click OK. 18. Type “Training” in the formula editor and the list of available objects will be shown based on your input. 19. Select the entry for Training Revenue and the item will be added to your formula. 20. The formula you want to create is this:

[What_if_Demo:Training_Revenue] * ((100+[@Training Revenue Growth Rate])/100)

21. After you entered your formula as shown above, click OK. 22. You should notice a token for the Training Services Revenue Growth Rate Input Control now, shown on your canvas. 23. Select the Numeric Pointer for Training Services Revenue. 24. Open the menu in the top right corner. 25. Select the menu option Add Variance. 26. Set the Measure for Compare (A) to the measure Training Services Revenue + Growth. 27. Click Add Version / Time. 28. Select the option Version. 29. Select the value Actual. 30. Set the To (B) option to the measure Training Revenue. 31. Click Add Version / Time. 32. Select the option Version. 33. Select the value Plan. 34. Open the Display Options. 35. Enable the option Percentage. 36. Disable the option Numeric. 37. Set the Decimal Places for the Percentage option to 1. 38. Click OK. 39. Select the Numeric Pointer for Training Services Revenue. 40. Open the menu in the top right corner. 41. Open the menu Show / Hide. 42. Unselect all options – except Chart Title and Primary Values. 43. Double-Click on the current Chart Title and enter Training Services Revenue as new Chart Title. 44. Now make sure the Numeric Pointer is selected. 45. On the right hand side panel select the Formatting options. 46. Set the Background Color to White.


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47. Scroll down to the Font area. 48. Ensure the option for Text Selection is set to All Text 49. Set the Font to 72-Web. 50. Set the Size to 14. 51. Now select in the Numeric Pointer the Primary Value by just clicking on it. The Styling options will now adjust to

show the specific options. 52. Enable the option for a Right Alignment. 53. Now ensure that you select the complete Numeric Pointer again. 54. Open the Styling panel. 55. Scroll down to the area Number Format. 56. For the option Measure Selection select the measure Training Services Revenue + Growth. 57. Set the Scale to Million. 58. Set the Scale Format to the option “k, m, bn” for the short scale option. 59. Uncheck the option Show Currency and Unit. 60. Uncheck the option Show Scale. 61. Set the Decimal Places to 0. 62. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 63. Now select the previously created Calculation Input Control for the growth rate. 64. Move the component to the right hand side of your canvas. 65. Resize the component so that you can see the slider. 66. Select the Input Control. 67. Open the menu in the top right corner. 68. Open the menu Show / Hide. 69. Unselect the Header Icon first. 70. Unselect the Header Title. 71. Select the Input Control. 72. Open the Styling panel on the right hand side. 73. Set the Background color to white. 74. Scroll down to the Font section. 75. Select the value Content. 76. Set the Font Color to White (as we can’t remove it from the Input Control). 77. Open the Insert menu in the toolbar. 78. Select the option Text. 79. Double-Click into the new text box. 80. Enter Training Services Revenue Growth as Text. 81. Move the text box to the top of the Input Control, so that the text will show above the slider. 82. This is a good time to save your story and save the changes you did.


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2.4.3.5 R&D Cost Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name R&D Cost + Growth. 9. On the right hand side in the formula editor click on Create New for the Input Controls. 10. Enter R&D Cost Growth Rate as Name. 11. Select the option Static List. 12. Click on the option Click to Add Values. 13. Select the option Select by Range. 14. Enter -25 as minimum and 25 as maximum. 15. Set the Increment to 1. 16. Click OK. 17. Click OK. 18. Type “R&D” in the formula editor and the list of available objects will be shown based on your input. 19. Select the entry for R&D Cost and the item will be added to your formula. 20. The formula you want to create is this:

[What_if_Demo:RD_Cost] * ((100 + [@R&D Cost Growth Rate])/100)

21. After you entered your formula as shown above, click OK. 22. You should notice a token for the R&D Cost Growth Rate Input Control now, shown on your canvas. 23. Select the Numeric Pointer for R&D Cost. 24. Open the menu in the top right corner. 25. Select the menu option Add Variance. 26. Set the Measure for Compare (A) to the measure R&D Cost + Growth. 27. Click Add Version / Time. 28. Select the option Version. 29. Select the value Actual. 30. Set the To (B) option to the measure R&D Cost. 31. Click Add Version / Time. 32. Select the option Version. 33. Select the value Plan. 34. Open the Display Options. 35. Enable the option Percentage. 36. Disable the option Numeric. 37. Set the Decimal Places for the Percentage option to 1. 38. Enable the option Invert Colors. 39. Click OK. 40. Select the Numeric Pointer for R&D Cost. 41. Open the menu in the top right corner. 42. Open the menu Show / Hide. 43. Unselect all options – except Chart Title and Primary Values. 44. Double-Click on the current Chart Title and enter R&D Cost as new Chart Title. 45. Now make sure the Numeric Pointer is selected. 46. On the right hand side panel select the Formatting options.


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47. Set the Background Color to White. 48. Scroll down to the Font area. 49. Ensure the option for Text Selection is set to All Text 50. Set the Font to 72-Web. 51. Set the Size to 14. 52. Now select in the Numeric Pointer the Primary Value by just clicking on it. The Styling options will now adjust to

show the specific options. 53. Enable the option for a Right Alignment. 54. Now ensure that you select the complete Numeric Pointer again. 55. Open the Styling panel. 56. Scroll down to the area Number Format. 57. For the option Measure Selection select the measure R&D Cost + Growth. 58. Set the Scale to Million. 59. Set the Scale Format to the option “k, m, bn” for the short scale option. 60. Uncheck the option Show Currency and Unit. 61. Uncheck the option Show Scale. 62. Set the Decimal Places to 0. 63. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 64. Now select the previously created Calculation Input Control for the growth rate. 65. Move the component to the right hand side of your canvas. 66. Resize the component so that you can see the slider. 67. Select the Input Control. 68. Open the menu in the top right corner. 69. Open the menu Show / Hide. 70. Unselect the Header Icon first. 71. Unselect the Header Title. 72. Select the Input Control. 73. Open the Styling panel on the right hand side. 74. Set the Background color to white. 75. Scroll down to the Font section. 76. Select the value Content. 77. Set the Font Color to White (as we can’t remove it from the Input Control). 78. Open the Insert menu in the toolbar. 79. Select the option Text. 80. Double-Click into the new text box. 81. Enter R&D Cost Growth as Text. 82. Move the text box to the top of the Input Control, so that the text will show above the slider. 83. This is a good time to save your story and save the changes you did.


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2.4.3.6 Consulting Services Cost Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Consulting Services Cost + Growth. 9. On the right hand side in the formula editor click on Create New for the Input Controls. 10. Enter Consulting Cost Growth Rate as Name. 11. Select the option Static List. 12. Click on the option Click to Add Values. 13. Select the option Select by Range. 14. Enter -25 as minimum and 25 as maximum. 15. Set the Increment to 1. 16. Click OK. 17. Click OK. 18. Type “Consulting” in the formula editor and the list of available objects will be shown based on your input. 19. Select the entry for Services Cost and the item will be added to your formula. 20. The formula you want to create is this:

[What_if_Demo:Services_Cost] * ((100 + [@Consulting Cost Growth Rate])/100)

21. After you entered your formula as shown above, click OK. 22. You should notice a token for the Services Cost Growth Rate Input Control now, shown on your canvas. 23. Select the Numeric Pointer for Services Cost. 24. Open the menu in the top right corner. 25. Select the menu option Add Variance. 26. Set the Measure for Compare (A) to the measure Consulting Services Cost + Growth. 27. Click Add Version / Time. 28. Select the option Version. 29. Select the value Actual. 30. Set the To (B) option to the measure Services Cost. 31. Click Add Version / Time. 32. Select the option Version. 33. Select the value Plan. 34. Open the Display Options. 35. Enable the option Percentage. 36. Disable the option Numeric. 37. Set the Decimal Places for the Percentage option to 1. 38. Enable the option Invert Colors. 39. Click OK. 40. Select the Numeric Pointer for R&D Cost. 41. Open the menu in the top right corner. 42. Open the menu Show / Hide. 43. Unselect all options – except Chart Title and Primary Values. 44. Double-Click on the current Chart Title and enter R&D Cost as new Chart Title. 45. Now make sure the Numeric Pointer is selected. 46. On the right hand side panel select the Formatting options.


30


show the specific options. 53. Enable the option for a Right Alignment. 54. Now ensure that you select the complete Numeric Pointer again. 55. Open the Styling panel. 56. Scroll down to the area Number Format. 57. For the option Measure Selection select the measure Consulting Services Cost + Growth. 58. Set the Scale to Million. 59. Set the Scale Format to the option “k, m, bn” for the short scale option. 60. Uncheck the option Show Currency and Unit. 61. Uncheck the option Show Scale. 62. Set the Decimal Places to 0. 63. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 64. Now select the previously created Calculation Input Control for the growth rate. 65. Move the component to the right hand side of your canvas. 66. Resize the component so that you can see the slider. 67. Select the Input Control. 68. Open the menu in the top right corner. 69. Open the menu Show / Hide. 70. Unselect the Header Icon first. 71. Unselect the Header Title. 72. Select the Input Control. 73. Open the Styling panel on the right hand side. 74. Set the Background color to white. 75. Scroll down to the Font section. 76. Select the value Content. 77. Set the Font Color to White (as we can’t remove it from the Input Control). 78. Open the Insert menu in the toolbar. 79. Select the option Text. 80. Double-Click into the new text box. 81. Enter Consulting Services Cost Growth as Text. 82. Move the text box to the top of the Input Control, so that the text will show above the slider. 83. This is a good time to save your story and save the changes you did.


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2.4.3.7 Sales & Marketing Cost Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Sales&Marketing Cost + Growth. 9. On the right hand side in the formula editor click on Create New for the Input Controls. 10. Enter Sales&Marketing Cost Growth as Name. 11. Select the option Static List. 12. Click on the option Click to Add Values. 13. Select the option Select by Range. 14. Enter -25 as minimum and 25 as maximum. 15. Set the Increment to 1. 16. Click OK. 17. Click OK. 18. Type “Sales” in the formula editor and the list of available objects will be shown based on your input. 19. Select the entry for Sales&Marketing Cost and the item will be added to your formula. 20. The formula you want to create is this:

[What_if_Demo:Sales__Marketing_Cost] *((100+[@Sales&Marketing Cost Growth])/100)

21. After you entered your formula as shown above, click OK. 22. You should notice a token for the Sales&Marketing Cost Growth Input Control now, shown on your canvas. 23. Select the Numeric Pointer for Sales&Marketing Cost. 24. Open the menu in the top right corner. 25. Select the menu option Add Variance. 26. Set the Measure for Compare (A) to the measure Sales&Marketing Cost + Growth. 27. Click Add Version / Time. 28. Select the option Version. 29. Select the value Actual. 30. Set the To (B) option to the measure Sales & Marketing Cost. 31. Click Add Version / Time. 32. Select the option Version. 33. Select the value Plan. 34. Open the Display Options. 35. Enable the option Percentage. 36. Disable the option Numeric. 37. Set the Decimal Places for the Percentage option to 1. 38. Enable the option Invert Colors. 39. Click OK. 40. Select the Numeric Pointer for Sales&Marketing Cost. 41. Open the menu in the top right corner. 42. Open the menu Show / Hide. 43. Unselect all options – except Chart Title and Primary Values. 44. Double-Click on the current Chart Title and enter Sales & Marketing Cost as new Chart Title. 45. Now make sure the Numeric Pointer is selected. 46. On the right hand side panel select the Formatting options.


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show the specific options. 53. Enable the option for a Right Alignment. 54. Now ensure that you select the complete Numeric Pointer again. 55. Open the Styling panel. 56. Scroll down to the area Number Format. 57. For the option Measure Selection select the measure Sales&Marketing Cost + Growth. 58. Set the Scale to Million. 59. Set the Scale Format to the option “k, m, bn” for the short scale option. 60. Uncheck the option Show Currency and Unit. 61. Uncheck the option Show Scale. 62. Set the Decimal Places to 0. 63. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 64. Now select the previously created Calculation Input Control for the growth rate. 65. Move the component to the right hand side of your canvas. 66. Resize the component so that you can see the slider. 67. Select the Input Control. 68. Open the menu in the top right corner. 69. Open the menu Show / Hide. 70. Unselect the Header Icon first. 71. Unselect the Header Title. 72. Select the Input Control. 73. Open the Styling panel on the right hand side. 74. Set the Background color to white. 75. Scroll down to the Font section. 76. Select the value Content. 77. Set the Font Color to White (as we can’t remove it from the Input Control). 78. Open the Insert menu in the toolbar. 79. Select the option Text. 80. Double-Click into the new text box. 81. Enter Sales & Marketing Cost Growth as Text. 82. Move the text box to the top of the Input Control, so that the text will show above the slider. 83. This is a good time to save your story and save the changes you did.


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Overall we created the detailed nodes combined with the slider so far. Your SAP Analytics Story should look close to the image below.

Figure 32 SAP Analytics Cloud Story

In the next steps we will add the aggregated nodes.


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2.4.3.8 Total Revenue Node Our Total Revenue Node is basically an aggregation of the Software Revenue, Maintenance Revenue, Consulting Revenue, and the Training Revenue. In addition, we will consider the growth that the user is able to influence using the Input Controls we added to our story. We will then compare the Total Revenue with the configured growth with our Actual values without the growth considered, so that will then provide us with the percentage impact on the Total Revenue. In our example we will need a Calculated Measure to summarize the individual revenue values including growth and we need an additional measure to summarize the revenue actual values 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Total Revenue incl Growth. 9. Type “Revenue” in the formula editor and the list of available objects will be shown based on your input. 10. The formula you want to create is this:

[#Software Revenue + Growth] +[#Consulting Services Revenue + Growth] +[#Training Services Revenue + Growth] +[What_if_Demo:Maintenance_Revenue]

Maintenance Revenue without Growth

You will notice that for Maintenance Revenue we are not creating a separate formula to filter the data to the Actual values

nor do we filter for the current year. The filter for the Current Year will be done later on as part of a global story filter and

the filter on the Actual version is there by default for the chart.

11. After you entered your formula as shown above, click OK. 12. In the Builder panel click on Add Measure for the Primary Values. 13. Select the option Create Calculation. 14. Set the Type to the option Calculated Measure. 15. Enter the Name Total Revenue without Growth. 16. Type “Revenue” in the formula editor and the list of available objects will be shown based on your input. 17. The formula you want to create is this:

[What_if_Demo:Software_Revenue]+ [What_if_Demo:Maintenance_Revenue]+ [What_if_Demo:Consulting_Services_Revenue]+ [What_if_Demo:Training_Revenue]

18. Click OK. 19. Remove measure Total Revenue without Growth from the list of Primary Values. 20. Select the menu option Add Variance. 21. Set the Measure for Compare (A) to the measure Total Revenue incl Growth.


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22. Click Add Version / Time. 23. Select the option Version. 24. Select the value Actual. 25. Set the To (B) option to the measure Total Revenue without Growth. 26. Click Add Version / Time. 27. Select the option Version. 28. Select the value Actual. 29. Open the Display Options. 30. Enable the option Percentage. 31. Disable the option Numeric. 32. Set the Decimal Places for the Percentage option to 1. 33. Click OK.

Total Revenue Variance

You will notice that for the Total Revenue Variance, we are not comparing the Actual value with the Plan value, but instead

we are comparing the Actual value for the Revenue with Growth to the Actual Revenue without Growth. In that way we

can see the impact on the Total Revenue, based on the input from the Input Controls.

34. Select the Numeric Pointer for Total Revenue. 35. Open the menu in the top right corner. 36. Open the menu Show / Hide. 37. Unselect all options – except Chart Title and Primary Values. 38. Double-Click on the current Chart Title and enter Total Revenue as new Chart Title. 39. Now make sure the Numeric Pointer is selected. 40. On the right hand side panel select the Formatting options. 41. Set the Background Color to White. 42. Scroll down to the Font area. 43. Ensure the option for Text Selection is set to All Text 44. Set the Font to 72-Web. 45. Set the Size to 14. 46. Now select in the Numeric Pointer the Primary Value by just clicking on it. The Styling options will now adjust to

show the specific options. 47. Enable the option for a Right Alignment. 48. Now ensure that you select the complete Numeric Pointer again. 49. Open the Styling panel. 50. Scroll down to the area Number Format. 51. For the option Measure Selection select the measure Total Revenue incl Growth. 52. Set the Scale to Million. 53. Set the Scale Format to the option “k, m, bn” for the short scale option. 54. Uncheck the option Show Currency and Unit. 55. Uncheck the option Show Scale. 56. Set the Decimal Places to 0. 57. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 58. Place the node for Total Revenue visually in front of the other revenue nodes (see Figure 16) 59. This is a good time to save your story and save the changes you did.


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2.4.3.9 Total Operating Expenses Node Our Total Operating Expenses Node is basically an aggregation of the R&D Cost, Consulting Services Costs, and Sales & Marketing Costs. In addition, we will consider the increase / decrease that the user is able to influence using the Input Controls we added to our story. We will then compare the Total Operating Expenses with the configured growth with our Actual values without the growth considered, so that will then provide us with the percentage impact on the Total Operating Expenses. In our example we will need a Calculated Measure to summarize the individual cost values including growth and we need an additional measure to summarize the cost actual values 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Total Operating Expenses incl Growth. 9. Type “Cost” in the formula editor and the list of available objects will be shown based on your input. 10. The formula you want to create is this:

[#R&D Cost + Growth]+ [#Consulting Services Cost + Growth]+ [#Sales&Marketing Cost + Growth]]

11. After you entered your formula as shown above, click OK. 12. In the Builder panel click on Add Measure for the Primary Values. 13. Select the option Create Calculation. 14. Set the Type to the option Calculated Measure. 15. Enter the Name Total Operating Expenses without Growth. 16. Type “Cost” in the formula editor and the list of available objects will be shown based on your input. 17. The formula you want to create is this:

[What_if_Demo:RD_Cost]+ [What_if_Demo:Sales__Marketing_Cost]+ [What_if_Demo:Services_Cost]

18. Click OK. 19. Remove measure Total Operating Expenses without Growth from the list of Primary Values. 20. Select the menu option Add Variance. 21. Set the Measure for Compare (A) to the measure Total Operating Expenses incl Growth. 22. Click Add Version / Time. 23. Select the option Version. 24. Select the value Actual. 25. Set the To (B) option to the measure Total Operating Expenses without Growth. 26. Click Add Version / Time. 27. Select the option Version. 28. Select the value Actual. 29. Open the Display Options.


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30. Enable the option Percentage. 31. Disable the option Numeric. 32. Enable the option Invert Colors 33. Set the Decimal Places for the Percentage option to 1. 34. Click OK.

Total Operating Expenses Variance

You will notice that for the Total Operating Expenses Variance, we are not comparing the Actual value with the Plan value,

but instead we are comparing the Actual value for the cost with Growth to the Actual cost without Growth. In that way

we can see the impact on the Total Operating Expenses, based on the input from the Input Controls.

35. Select the Numeric Pointer for Total Operating Expenses. 36. Open the menu in the top right corner. 37. Open the menu Show / Hide. 38. Unselect all options – except Chart Title and Primary Values. 39. Double-Click on the current Chart Title and enter Total Operating Expenses as new Chart Title. 40. Now make sure the Numeric Pointer is selected. 41. On the right hand side panel select the Formatting options. 42. Set the Background Color to White. 43. Scroll down to the Font area. 44. Ensure the option for Text Selection is set to All Text 45. Set the Font to 72-Web. 46. Set the Size to 14. 47. Now select in the Numeric Pointer the Primary Value by just clicking on it. The Styling options will now adjust to

show the specific options. 48. Enable the option for a Right Alignment. 49. Now ensure that you select the complete Numeric Pointer again. 50. Open the Styling panel. 51. Scroll down to the area Number Format. 52. For the option Measure Selection select the measure Total Operating Expenses incl Growth. 53. Set the Scale to Million. 54. Set the Scale Format to the option “k, m, bn” for the short scale option. 55. Uncheck the option Show Currency and Unit. 56. Uncheck the option Show Scale. 57. Set the Decimal Places to 0. 58. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 59. Place the node for Total Operating Expenses visually in front of the other cost nodes (see Figure 16) 60. This is a good time to save your story and save the changes you did.


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2.4.3.10 Operating Income Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Operating Income with Growth. 9. The formula you want to create is this:

[#Total Revenue incl Growth]-[#Total Operating Expenses incl Growth]

10. After you entered your formula as shown above, click OK. 11. In the Builder panel click on Add Measure for the Primary Values. 12. Select the option Create Calculation. 13. Set the Type to the option Calculated Measure. 14. Enter the Name Operating Income without Growth. 15. The formula you want to create is this:

[#Total Revenue without Growth]- [#Total Operating Expenses without Growth]

16. Click OK. 17. Remove measure Operating Income without Growth from the list of Primary Values. 18. Select the menu option Add Variance. 19. Set the Measure for Compare (A) to the measure Operating Income with Growth. 20. Click Add Version / Time. 21. Select the option Version. 22. Select the value Actual. 23. Set the To (B) option to the measure Operating Income without Growth. 24. Click Add Version / Time. 25. Select the option Version. 26. Select the value Actual. 27. Open the Display Options. 28. Enable the option Percentage. 29. Disable the option Numeric. 30. Enable the option Invert Colors 31. Set the Decimal Places for the Percentage option to 1. 32. Click OK. 33. Select the Numeric Pointer for Operating Income. 34. Open the menu in the top right corner. 35. Open the menu Show / Hide. 36. Unselect all options – except Chart Title and Primary Values. 37. Double-Click on the current Chart Title and enter Operating Income as new Chart Title. 38. Now make sure the Numeric Pointer is selected. 39. On the right hand side panel select the Formatting options. 40. Set the Background Color to White. 41. Scroll down to the Font area.


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42. Ensure the option for Text Selection is set to All Text 43. Set the Font to 72-Web. 44. Set the Size to 14. 45. Now select in the Numeric Pointer the Primary Value by just clicking on it. The Styling options will now adjust to

show the specific options. 46. Enable the option for a Right Alignment. 47. Now ensure that you select the complete Numeric Pointer again. 48. Open the Styling panel. 49. Scroll down to the area Number Format. 50. For the option Measure Selection select the measure Operating Income with Growth. 51. Set the Scale to Million. 52. Set the Scale Format to the option “k, m, bn” for the short scale option. 53. Uncheck the option Show Currency and Unit. 54. Uncheck the option Show Scale. 55. Set the Decimal Places to 0. 56. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 57. Place the node for Operating Income visually in front of the Total Revenue and Total Operating Expenses (see Figure

16) 58. This is a good time to save your story and save the changes you did.


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2.4.3.11 Income Tax Node & Net Income Node 1. From the toolbar select the option Insert Chart. 2. The chart will point to the same model as our first chart by default. 3. Make sure the panel on the right hand side shows the Builder Panel. 4. In the Builder panel on the right hand side set the chart type to Numeric Pointer. 5. In the Builder panel click on Add Measure for the Primary Values. 6. Select the option Create Calculation. 7. Set the Type to the option Calculated Measure. 8. Enter the Name Net Income with Growth. 9. On the right hand side in the formula editor click on Create New for the Input Controls. 10. Enter Income Tax Rate. 11. Select the option Static List. 12. Click on the option Click to Add Values. 13. Select the option Select by Range. 14. Enter 15 as minimum and 45 as maximum. 15. Set the Increment to 1. 16. Click OK. 17. Click OK. 18. The formula you want to create is this:

[#Operating Income with Growth]- (

[#Operating Income with Growth] * ( [@Income Tax Rate]/100)

)

19. Click OK. 20. In the Builder panel click on Add Measure for the Primary Values. 21. Select the option Create Calculation. 22. Set the Type to the option Calculated Measure. 23. Enter the Name Net Income without Growth. 24. The formula you want to create is this:

[#Operating Income without Growth] - (

[#Operating Income without Growth] * ([@Income Tax Rate]/100)

)

25. Click OK. 26. Remove measure Net Income without Growth from the list of Primary Values. 27. Select the menu option Add Variance. 28. Set the Measure for Compare (A) to the measure Net Income with Growth. 29. Click Add Version / Time. 30. Select the option Version. 31. Select the value Actual. 32. Set the To (B) option to the measure Net Income without Growth.


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33. Click Add Version / Time. 34. Select the option Version. 35. Select the value Actual. 36. Open the Display Options. 37. Enable the option Percentage. 38. Disable the option Numeric. 39. Set the Decimal Places for the Percentage option to 1. 40. Click OK. 41. Select the Numeric Pointer for Operating Income. 42. Open the menu in the top right corner. 43. Open the menu Show / Hide. 44. Unselect all options – except Chart Title and Primary Values. 45. Double-Click on the current Chart Title and enter Net ncome as new Chart Title. 46. Now make sure the Numeric Pointer is selected. 47. On the right hand side panel select the Formatting options. 48. Set the Background Color to White. 49. Scroll down to the Font area. 50. Ensure the option for Text Selection is set to All Text 51. Set the Font to 72-Web. 52. Set the Size to 14. 53. Now select in the Numeric Pointer the Primary Value by just clicking on it. The Styling options will now adjust to

show the specific options. 54. Enable the option for a Right Alignment. 55. Now ensure that you select the complete Numeric Pointer again. 56. Open the Styling panel. 57. Scroll down to the area Number Format. 58. For the option Measure Selection select the measure Net Income with Growth. 59. Set the Scale to Million. 60. Set the Scale Format to the option “k, m, bn” for the short scale option. 61. Uncheck the option Show Currency and Unit. 62. Uncheck the option Show Scale. 63. Set the Decimal Places to 0. 64. Now you can resize the Numeric Pointer. Feel free to size it according to your screen size. In our example we sized it

with a height of 6 squares and a width of 14 squares from the page grid. 65. Place the node for Net Income visually in front of the Operating Income (see Figure 16). 66. Now select the previously created Calculation Input Control for the Income Tax rate. 67. Move the component next to the node for the Operating Income. 68. Resize the component so that you can see the slider. 69. Select the Input Control. 70. Open the menu in the top right corner. 71. Open the menu Show / Hide. 72. Unselect the Header Icon first. 73. Unselect the Header Title. 74. Select the Input Control. 75. Open the Styling panel on the right hand side. 76. Set the Background color to white. 77. Scroll down to the Font section. 78. Select the value Content. 79. Set the Font Color to White (as we can’t remove it from the Input Control). 80. Open the Insert menu in the toolbar. 81. Select the option Text.


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82. Double-Click into the new text box. 83. Enter Income Tax Rate as Text. 84. Move the text box to the top of the Input Control, so that the text will show above the slider. 85. This is a good time to save your story and save the changes you did. At this point we created all the relevant nodes and created all the relevant calculations. Your SAP Analytics Story should look close to the figure shown below.

Figure 33 Story


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2.4.4 Story Design – Formatting Steps After we created all the relevant nodes and all the calculations, there are only two things left for our story.

2.4.4.1 Adding Tree Style Look and Feel In the menu Insert you will find the option to add Shapes (see Figure 34).

Figure 34 Insert Shapes

You can use the basic line shape to draw lines between the nodes to create a tree like look and feel. When you insert the line shape, please be aware that in the Styling panel, there is the option to rotate the line (see ).

Figure 35 Rotation


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2.4.4.2 Units / Currency Display As we did remove the display of the scale and unit from each individual node, we should add a text object that shows the Unit and Currency for our story – similar to Figure 36 .

Figure 36 Unit and Currency Information


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2.4.5 Story Design – Date based Filtering You might have noticed, that during the Story Design we did not filter the information to a Month or Year or Quarter, but instead we left the date / time filter out for now. This means we can no add a Story level filter based on our Date dimension and each node will calculate based on the selected time frame. 1. In the Tools area ensure the Story Filters are enabled (see Figure 37).

Figure 37 Story Filter

2. Click on the Filter Icon in the filter bar (see Figure 38).

Figure 38 Filter bar

3. Select the option Dimensions. 4. Select the dimension Month. 5. Select the option Filter by Range (see Figure 39).

Figure 39 Filter by Range


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6. Enable the option Dynamic. 7. Set the Granularity to Year. 8. Ensure Look Back and Look Ahead have the value 0. 9. Click OK. Using this configuration, your Story will filter for the Current Year.


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