Feature Scope Description Document Version: CUSTOMER. SAP Analytics Hub. Software version 17.09

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1 Feature Scope Description Document Version: Software version 17.09

2 Typographic Conventions Type Style Example Description Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents. Example EXAMPLE Example Example <Example> Emphasized words or expressions. Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAM PLE Keys on the keyboard, for example, F2 or EN TER SAP SE or an SAP affiliate company. All rights reserved. Typographic Conventions

3 Document History Document Version Software Version Date Changes in Document ; September, 23 Initial version Feature Scope Description Document History 2017 SAP SE or an SAP affiliate company. All rights reserved. 3

4 Contents 1 About this document Feature Scope Terminology User roles Features Viewing assets Key features Creating, editing, and validating content Key features Managing the structure and design of your analytics hub Key features Managing Users Product Documentation SAP SE or an SAP affiliate company. All rights reserved. Contents

5 1 About this document This document defines the functional scope of. It includes a summary of the available functionality, a detailed list of features, and information about the available product documentation. Functions and capabilities described in the product documentation for may exceed the functional scope of the product, to explain the integration with other SAP products that are licensed separately. Restrictions may apply, based on your license agreement with SAP. Please contact your SAP Account Executive, if you require further information. Caution Make sure you have the version of this document that corresponds to the latest available version of the software. You can find the latest version of this document at: About this document 2017 SAP SE or an SAP affiliate company. All rights reserved. 5

6 2 Feature Scope is a cloud solution that provides business users with a simple way to access trusted analytics built on BI applications from SAP or other companies, whether hosted on the cloud or on-premise. Each SAP customer uses the application to set up and maintain its own analytics hub. Governance of the content is ensured by BI experts across the customer s organization. These BI experts are also subscription license holders.. Because user management is controlled within SAP Analytics Cloud, the Administrator requires a license for SAP Analytics Cloud SAP SE or an SAP affiliate company. All rights reserved. Feature Scope

7 3 Terminology To get a clear understanding of, it s recommended you familiarize yourself with some key terms: Term Analytics Hub BI Analytics Asset Content Facet Layout Structure Definition A system that connects to multiple BI systems and provides centralized services for consuming trusted BI analytics in a secured, cloud environment. A pre-built analysis technique for extracting business insight from data and creating alerts, lists, and interactive data visualizations. An object on the Hub that contains links to BI analytics and relevant information about them. An object displays as a tile. The information and links to BI analytics included into an asset. An attribute or characteristic of a dataset, which is used to group together values based on a category; for example, Geography or Business Unit. Facets can be used to filter assets. The definition of metadata included in an asset and how this information is displayed to business users; for example, as fields or sections. An object on your Hub that contains a hierarchy of links to assets, BI analytics, and information about the BI content. Terminology 2017 SAP SE or an SAP affiliate company. All rights reserved. 7

8 4 User roles There are two types of user role: Standard roles: available on the SAP Analytics Cloud Admin Console by default Specific roles: created by the Administrator, who has administrative rights to SAP Analytics Cloud. SAP recommends customers create the specific roles included in this table, as a way of maintaining control over the content lifecycle of your assets. User management is controlled within SAP Analytics Cloud. Feature Description Role Type Administrator Sets up the analytics hub for an organization, using the SAP Analytics Hub application. Can perform all content management actions available to other user profiles. Standard Content Viewer Content Creator Content Editor Content Validator Chief Content Editor The Administrator requires a license for SAP Analytics Cloud. Can view assets and save assets as favorites. This type of user is typically a business user. Can create, update, and validate or reject draft assets. Can also hide, unhide and delete hidden assets. This role can be divided into two specific roles, as follows, to ensure control over content creation and validation: Content Editor Content Validator Can create and update draft assets. Draft assets need to be validated by a user with a Content Validator profile before they become available to users of your analytics hub. Can review and validate the draft content prepared by Content Editor(s). Once validated, these assets become available to the Content Viewers, or business users, of your analytics hub. Can view, modify, and validate draft assets created by any of the users who have a Content Editor profile. Standard Standard Specific Specific Specific SAP SE or an SAP affiliate company. All rights reserved. User roles

9 5 Features The following description of features is organized by the various user scenarios supported in : Viewing assets Creating, editing, and validating content Managing the structure and design of your analytics hub Managing user profiles 5.1 Viewing assets gives users access to a catalog of assets, displayed as tiles. An asset provides: links to one or more BI analytics useful related information Key features Feature View assets Search Display asset details Open analytics Description The full list of assets available on your analytics hub is displayed on the All Assets tab. Assets are ordered alphabetically, by title. Users can search for assets by key word, using the Search field. Users can click on an asset to view details about the BI analytics to which it links. To access the analytics linked to assets, users require user permissions for the applications on which those analytics are built. For example, if an analytic is built using SAP Crystal Reports, the user requires permissions for the SAP Crystal Reports application. User permissions are managed by your BI Administrator. My Favorites Recently Used Users can save assets as favorites. These assets appear on the My Favorites tab. Assets most recently consulted by users of your analytics hub are listed on the Recently Used tab. Features 2017 SAP SE or an SAP affiliate company. All rights reserved. 9

10 Feature Picked for You Most Viewed Sort Description Users with a Chief Content Editor or Administrator profile can identify assets that the users of your analytics hub will find of interest. These assets are listed on the Picked for You section of the Home page. The assets most viewed by users of your analytics hub are listed on the Most Viewed tab. These assets are ordered by number of views by all users. Users can sort the order in which assets are displayed, using several sort criteria. 5.2 Creating, editing, and validating content Users with the appropriate user privileges can create, edit, or validate the content of assets. For more information, see User Roles Key features Feature Create or edit draft assets Insert, edit, or remove links to analytics Add, edit, or remove content of assets Make draft assets visible Hide assets Description When assets are created, edited, or duplicated they are in Draft mode by default. Assets in Draft mode can t be seen by uses of the analytics hub, with the exception of users with content editing privileges who can see the Draft assets they have created. Links to BI analytics can be added to assets. These analytics may be created using SAP analytics software or using analytics software from third parties. Descriptive content and links to useful information can be included in assets. For example, links to internal documents or addresses of internal experts, who can provide additional information or authorizations to the analytics to which the asset links. Draft assets can be made visible only when they have been reviewed and validated by a Content Validator, a Chief Content Editor, or the Administrator. Once visible, assets can be seen by all users. Content Validators, Chief Content Editors, or the Administrator can hide visible assets, if they believe that the content of those assets shouldn't be displayed to users. A hidden asset still exists on the hub, but it can't be viewed or edited by users. Hidden assets can be deleted by Chief Content Editors or the Administrator SAP SE or an SAP affiliate company. All rights reserved. Features

11 Feature Picked for you Duplicate assets Delete assets Description Visible assets can be selected by Chief Content Editors or the Administrator so that they appear in the Picked for You section of the Home page. This section is used to promote assets that you want users to see. Draft and hidden assets can be duplicated by Content Editors, Content Validators, or the administrator. This is useful if you want to use an existing asset as a template to create a new asset. A draft or hidden asset can be deleted. The Content Creator, Content Validator, Chief Content Editor, or Administrator profile is required. 5.3 Managing the structure and design of your analytics hub Users with an Administrator profile can define the layout and structure of assets and the visual look-and-feel of your hub. Two tools are available to do this: Cockpit designed for users with BI Administrator competencies The Cockpit application is available with starting with SAP Analytics Hub version REST API designed for users with Development competencies The following table provides an overview of the features available using both tools Key features Feature Layout Insert Fields Create Lists of Values (LOVs) Assign Lists of Values (LOVs) Description You can define how to arrange elements, such as sections and fields, on an asset. You can insert fields into assets and then enter text, a link, or assign Lists of Values (LOVs) to those fields. You can organize fields to create sections within an asset so that users can navigate from field-to-field using the links behind each section title. You can define metadata for assets, so that business users can filter those assets by specific attributes or characteristics. You do this by creating LOVs. You can also edit or delete LOVs. You can assign LOVs to fields on an asset. Features 2017 SAP SE or an SAP affiliate company. All rights reserved. 11

12 Feature Assign LOV fields to Refine Bar Branding Download Description You can assign fields containing a LOV to facets on the Refine Bar of the Home page. The name of each facet is the title of a List of Values; for example, Geography or Business Unit. Facets can be used to filter assets. You can give your analytics hub corporate branding, by displaying a name and including an image. Users with an Administrator profile can download all or partial data from the hub. The API allows scripting for complex operations, for example for migration purposes SAP SE or an SAP affiliate company. All rights reserved. Features

13 5.4 Managing Users User management is done within SAP Analytics Cloud. The Administrator requires a license for SAP Analytics Cloud. In addition to the standard user roles available for AP Analytics Hub, SAP recommends customers create some specific roles, as a way of maintaining control over the content lifecycle of your assets. For more information, see User Roles. Features 2017 SAP SE or an SAP affiliate company. All rights reserved. 13

14 6 Product Documentation Online Help is provided via the Help menu of the application. Complete documentation is provided online, on the SAP Help Portal. You can find the latest version of the documentation at: Caution Functions and capabilities described in the documentation may exceed the functional scope of this product to explain the integration with other SAP products, which must be licensed separately SAP SE or an SAP affiliate company. All rights reserved. Product Documentation

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16 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. 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 sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Material Number: