SAP Lumira User Guide

SAP Lumira 1.0.11

2013-06-10

SAP Lumira User Guide

2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may bereproduced or transmitted in any form or for any purpose without the express permission of SAP AG.

Copyright

The information contained herein may be changed without prior notice. Some software productsmarketed by SAP AG and its distributors contain proprietary software components of other softwarevendors. National product specifications may vary. These materials are provided by SAP AG and itsaffiliated companies ("SAP Group") for informational purposes only, without representation or warrantyof any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials.The only warranties for SAP Group products and services are those that are set forth in the expresswarranty statements accompanying such products and services, if any. Nothing herein should beconstrued as constituting an additional warranty. SAP and other SAP products and services mentionedherein as well as their respective logos are trademarks or registered trademarks of SAP AG inGermany and other countries. Please seehttp://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademarkinformation and notices.

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Contents

New in this release SAP Lumira 1.0.11...................................................................................7Chapter 1

Previous releases.....................................................................................................................81.1

Version 1.0.10.........................................................................................................................81.1.1

Version 1.0.9...........................................................................................................................91.1.2

Version 1.0.8.........................................................................................................................101.1.3

Versions 1.0.7 to 1.0.2..........................................................................................................111.1.4

SAP Lumira overview............................................................................................................13Chapter 2

SAP Lumira overview.............................................................................................................132.1

Start exploring from the Welcome page.................................................................................132.2

Building and publishing a chart from scratch overview............................................................142.3

Installing SAP Lumira............................................................................................................17Chapter 3

Installation prerequisites.........................................................................................................173.1

Using the SAP Lumira Setup program....................................................................................173.2

To install SAP Lumira using the setup program......................................................................183.2.1

Performing a silent installation................................................................................................183.3

To perform a silent installation................................................................................................193.3.1

Additional installation options.................................................................................................193.3.2

Uninstalling the SAP Lumira application..................................................................................203.4

To uninstall SAP Lumira.........................................................................................................203.4.1

Important considerations for using SAP HANA.......................................................................203.5

To configure _SYS_REPO for the SAP Lumira user...............................................................213.5.1

Supported OLAP measures ..................................................................................................213.5.2

Important considerations for using SAP BusinessObjects Universes......................................223.6

Connecting to your data sources..........................................................................................23Chapter 4

Acquiring data from your data sources...................................................................................234.1

Editing acquired data sources.................................................................................................244.1.1

Viewing connections and associated documents....................................................................244.2

Number and date formats applied in SAP Lumira....................................................................254.3

Working with CSV files..........................................................................................................254.4

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Connecting to a CSV data file................................................................................................264.4.1

Working with Freehand SQL..................................................................................................274.5

Installing data access drivers..................................................................................................294.5.1

Connecting to a Freehand SQL data source...........................................................................324.5.2

Specifying Freehand SQL connection properties....................................................................334.5.3

Working with SAP HANA views.............................................................................................354.6

Connecting to an SAP HANA cube offline..............................................................................364.6.1

Connecting to an SAP HANA cube online..............................................................................364.6.2

Accessing SAP BW data through SAP HANA views..............................................................374.6.3

Specifying values for SAP HANA variables and input parameters...........................................384.6.4

Connecting to an Excel file.....................................................................................................394.7

Working with data from a universe.........................................................................................404.8

Connecting to a universe datasource.....................................................................................414.8.1

Troubleshooting Tips..............................................................................................................424.8.2

Getting started with SAP Lumira...........................................................................................43Chapter 5

Basic operations....................................................................................................................435.1

Creating a new document......................................................................................................435.1.1

Opening documents...............................................................................................................445.1.2

Saving your documents..........................................................................................................445.1.3

Opening datasets...................................................................................................................465.1.4

Saving your charts.................................................................................................................475.1.5

Prepare and Share working modes.........................................................................................475.1.6

Finding your way around the user interface............................................................................485.2

The Data pane........................................................................................................................485.2.1

The Semantic pane................................................................................................................495.2.2

The Visualization pane............................................................................................................505.2.3

Filtering data in columns and charts........................................................................................515.3

Filtering data in columns and facets........................................................................................525.3.1

Filtering data in charts............................................................................................................525.3.2

Using the filter panel..............................................................................................................525.3.3

Working with SAP Lumira.....................................................................................................55Chapter 6

Preparing your data................................................................................................................556.1

Editing and cleaning data........................................................................................................556.1.1

Formatting numbers and dates...............................................................................................586.1.2

Enriching your data automatically............................................................................................586.1.3

Creating hierarchies...............................................................................................................596.1.4

Creating measures.................................................................................................................626.1.5

Customizing columns with formulas ......................................................................................646.1.6

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Contents

Adding another dataset..........................................................................................................736.1.7

Switching to another dataset..................................................................................................736.1.8

Merging another dataset........................................................................................................746.1.9

Visualizing your data...............................................................................................................756.2

Building a chart using the Chart feeder panel.........................................................................766.2.1

Creating a chart directly in the Chart body zone.....................................................................786.2.2

Choosing a chart type for your data.......................................................................................796.2.3

Predicting data trends over time.............................................................................................816.2.4

Applying calculations, sorting, and ranking on measures........................................................826.2.5

Plotting measures as a dimension in a chart...........................................................................836.2.6

Changing legend colors for Geography charts........................................................................836.2.7

Viewing charts in HTML5.......................................................................................................846.2.8

Adding custom charts to SAP Lumira.....................................................................................846.2.9

Sharing your charts and datasets...........................................................................................876.3

Sending your chart by mail.....................................................................................................886.3.1

Exporting a dataset to a file....................................................................................................886.3.2

Publishing datasets to SAP HANA.........................................................................................896.3.3

Publishing documents to SAP Streamwork............................................................................906.3.4

Publishing datasets to SAP Explorer......................................................................................916.3.5

Publishing datasets to the SAP Lumira Cloud.........................................................................936.3.6

Managing SAP Lumira..........................................................................................................95Chapter 7

Setting configuration parameters............................................................................................957.1

Setting application preferences..............................................................................................957.2

Changing the user interface language.....................................................................................977.3

Sending feedback directly to SAP from SAP Lumira...............................................................987.4

Adding your feedback to a snapshot of the active window.....................................................997.4.1

Resetting the default feedback server URL..........................................................................1007.4.2

Scheduling document refresh...............................................................................................1007.5

Extending SAP Lumira with custom charts.........................................................................103Chapter 8

About sample charts created from CVOM extensions..........................................................1038.1

Overview of CVOM extensions in SAP Lumira ....................................................................1038.1.1

Chart extensions..................................................................................................................1048.1.2

Create your own visualization as an extension......................................................................1068.1.3

Understanding the extension creation workflow...................................................................1118.1.4

Structure of a chart extension..............................................................................................1288.1.5

More Information.................................................................................................................133Appendix A

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Contents

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Contents

New in this release SAP Lumira 1.0.11

The following new features are available in the release of SAP Lumira 1.0.11:

See this section...DescriptionNew in this release

Adding custom charts to SAP Lumira About sample charts created from

CVOM extensions

You can learn how to cre-ate new charts by followinga tutorial describing howchart extensions are usedand applied in SAP Lumira.Sample chart extensionsare installed and availableas learning resources.

Create new chart types us-ing sample chart exten-sions.

Publishing datasets to the SAP LumiraCloud

You can publish datasetsto the SAP Lumira Cloudfor sharing and editing withyour project collaborators.

Publish datasets to SAPLumira Cloud .

Saving your documents

You can save documentsto the SAP Lumira Cloudto be shared with projectcollaborators.

Save documents (.SVID)to SAP Lumira Cloud .

Scheduling document refresh

You can set schedules fordocument refreshes on da-ta sources. The refresh isdone both for documentson the cloud and stored lo-cally.

Schedule document up-dates for documents storedon the SAP Lumira Cloudand locally.

Merging datasets using UNIONYou can merge two datasources usingUNIONoper-ator.

Union merge of twodatasets.

Changing legend colors for Geographycharts

You can select from a widerange of colors and huesto customize the legendand plotted values in GeoChloropeth charts. This isonly available when usingthe Java visualizationmode.

Customize legend colorsfor Geo Chloropeth charts.

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Working with Freehand SQL

Added support for SAP,Sybase,IBM, Oracle,MySQL, Teradata, Green-Plum, JDBC, ODATA2.0,PostgreSQL, Sales-force.com.

Viewing connections and associated doc-uments

You can now see all con-nections and documentslisted on one page. Youcan also change local datasources for documents.

Connections page lists allconnections and associat-ed documents available inSAP Lumira.

Setting application preferences

You can customize the sizeof fonts in your charts fromthe Chart settings in theapplication preferences.

Customize font size oncharts.

SAP HANA: Calculatedmeasures are now support-ed and can be published toSAP HANA views.

Related Topics Version 1.0.10 Version 1.0.9 Version 1.0.8 Versions 1.0.7 to 1.0.2

1.1 Previous releases

1.1.1 Version 1.0.10


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Sending feedback directly to SAP fromSAP Lumira

You can send feedback directlyto the SAP technical teamwithout leaving the application.

If you have suggestions to im-prove how SAP Lumira works,you can click a new Feedbackicon, then type comments oradd annotations to a screenshot of the active window. Youcan then submit your com-ments, the image, and a tracelog file directly to SAP foranalysis.

Feedback direct to SAPchannel

Connecting to an SAP HANA cube of-fline

Connecting to an SAP HANA cubeonline

You can connect directly to aHANA data source using SSOcredentials

SSO connection forHANA data sources

Adding custom charts to SAP Lumira

You can add custom chartsavailable in the \\Desktop\sam

ples\chartExtensions

folder to the chart familiesavailable in the chart selectionbar.

Adding custom chartsto the selection of chartfamilies

Functions reference

The functions available in theFormula language are docu-mented with syntax explainedand examples.

Functions documenta-tion

1.1.2 Version 1.0.9


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Creating a custom measure

You can use functions fromthe formula editor to createa new measure based onan existing measure.

Create a custom measurefrom existing measure.

Plotting measures as a dimension in achart

Data is displayed by mea-sure name.

Create a dimension frommultiple measures.

Connecting to an Excel fileYou can addmultiple Excelspreadsheets to a singleExcel datasource.

Append one or more Excelfiles to an existing Exceldata source.

1.1.3 Version 1.0.8



Specifying values for SAPHANA variablesand input parameters

You can select values forHANA variables and inputparameters at data acquisi-tion. These values can bechanged using Edit Datasource after acquisition.

Support of SAP HANAvariables and input param-eters and currency.

This can be done fromMa-nipulation Tools, or fromthe drop down menu avail-able in the column header.

Text strings can be convert-ed to Date format.

Creating ameasure directly from a columnor attribute

Non aggregatedmeasurescan be useful in certaincharts, for example scatterplots where showing alldistinct values allow amore meaningful spread ofdata. Select the functionNone for a measure.

Possibility to define a nu-meric dimension as ameasure without aggrega-tion.

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Changing the user interface language

You can change the lan-guage used in the user in-terface from the defaultEnglish to French, German,Japanese, Spanish, simpli-fied Chinese, Portugese(Brazil), and Russian.

Change user interface lan-guage.

Support new functions ToDate() and CurrentDate().

Support of IBM Netezza.

Edit an acquired data source available also for universes and freehand SQL.

Viewing charts in HTML5A preview of HTML5 usefor visualization with certainlimitations for this release.

HTML5 support for chart-ing.

1.1.4 Versions 1.0.7 to 1.0.2

The following new features are available in the releases of SAP Lumira between 1.0.7 and 1.0.2:

DescriptionFeatureVersion

32 bits support

1.0.7

Level-based HANA hierar-chy support

You can add or remove columns from an acquired datasource by selecting Data > Edit source. Available forExcel, CSV, HANA online & offline .

Edit an acquired datasource

Removal of 15m cell limita-tion at acquisition time foroffline sources.

Available for number and text data.New data type conversionoption for ManipulationTools

Define schema and namewhen publishing dataset toHANA.

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DescriptionFeatureVersion

You can apply filters in your query while acquiring datafrom a Universe data source.

Query filters in Universedata source1.0.6

Performance improvements. No new features.1.0.5

New support for IBM DB2 data access drivers for Free-hand SQL data access.

IBM DB2 Freehand SQLsupport

1.0.4

You can apply trend and linear regression analysis onbar and line charts.Predictive analysis

You can export a dataset to a SAP Explorer CMS. Thedataset can be used to create an information space.Export to SAP Explorer

You can implement moving average calculations.Moving average calcula-tions

You can use latitude and longitude data to create newgeography hierarchies.

Customized geography hier-archies

You can acquire data from SAP BusinessObjects uni-verses by creating queries and visualize data using SAPLumira.

Universe data access1.0.3

You can create your own data provider by manuallyentering the SQL for a target data source.Freehand SQL data access

1.0.2

You can publish documents to activities in SAPStreamWork.Publish to StreamWork

You can import SViD files to the Documents folder.Import to folder

The Proxy tab allows you to enter the proxy server infor-mation for auto-update and StreamWork publishing. TheFreehand SQL tab contains the list of database middle-ware supported by SAP Lumira. You use this list to de-termine if your database middleware has the correctdata access driver installed to use Freehand SQL.

New Proxy and FreehandSQL tabs in Preferences.

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SAP Lumira overview

2.1 SAP Lumira overview

SAP Lumira is a data manipulation and visualization tool. You can connect to various data sources,select and clean data, manipulate and visualize data with a diverse offer of graphical charts and tables.SAP Lumira is installed locally and can operate on data either remotely or on locally stored datasets.The charts that are created can be saved and sent out by email. Your datasets can be published toSAP Hana, SAP Explorer, the SAP Lumira cloud, and SAP Streamwork activities.

The charts that you create in SAP Lumira are saved in documents with the file format .SViD. This is adocument that contains the data source connection information, the data definition and data, and thevisualizations.

Related Topics Building and publishing a chart from scratch overview

2.2 Start exploring from the Welcome page

TheWelcome page is the launchpad to access data and document resources very quickly. TheWelcomepage side panel contains tabs that provide access to the following resources:

When clicked...Quick access tab

Starts the process to create a new document from scratch. Itopens the data source list you use to select a data source foryour document. A document contains the data source connec-tion information, the data definition and data, and visualizations.

New Document

Opens the Welcome pageWelcome

Opens a list of all the available documents, datasets, and visu-alizations. Click an item to show information about each re-source, double click an item to open it.

All

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SAP Lumira overview

When clicked...Quick access tab

Opens a list of all of the available documents. Click one toshow information about it, double click to open it.Documents

Opens a list of all the datasets available. Click one to showinformation about it, double click to open it .Datasets

Opens a list of all the charts available. Click one to show infor-mation about it, double click to open it .Visualizations

Opens a list of all the connections available. click one to showinformation about it and its associated documents. You canalso edit the target datasource for local connections.

Connections

Allows you to create an SAP Lumira Cloud account, or connectto the cloud if you already have one.SAP Lumira Cloud

Opens a list of sample documents and locally installed Exceldata sources that you can use as learning materials.Samples

Related Topics Building and publishing a chart from scratch overview Basic operations Preparing your data Visualizing your data Sharing your charts and datasets Acquiring data from your data sources Publishing datasets to the SAP Lumira Cloud

2.3 Building and publishing a chart from scratch overview

The following is an overview of the process you can follow to build and publish a new chart based ona data source. The process is not a linear one, and you can pass from one step back to a precedentstep to fine tune your chart or data.

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SAP Lumira overview

DescriptionSteps to work with your da-ta

If your data source is: RDBMS: Connect to the database server, browse to and select a

data source; for example if you are connecting to SAP HANA, youselect a view and cube to build your chart.

Flat file: Choose the columns to be acquired, trimmed, or shownand hidden.

Universe: Connect to the Central Management Server repository,and select a universe to build your chart.

Connect to your data source.

The data acquired can be viewed in columns or as facets. You canfacilitate chart creation as follows: Create filters and hide unneeded columns. Create measures, time, and geography hierarchies. SAP Lumira

proposes candidate measures and hierarchies to enrich yourdataset.

Clean and organize the data in columns using a range of datamanipulation tools.

Create columns with formulas using a wide selection of availablefunctions.

View and organize thecolumns and attributes.

You can build charts using: Split view that shows the dataset and the chart being built. Visualize view to work in a totally graphical environment when

building your chart.The selection of charts is arranged by family at the top of the Visual-ization pane.

Choose a working view andchart type.

You can build charts in three ways: Using the Chart feeder panel to the left of the Visualization Pane. Directly on the chart body area by draggingmeasures and attributes

onto the chart body. Directly on an attribute: Select an attribute or measure, click the

arrow to the right of the object name and selectMake a new chartwith or Add to current chart from the context menu.

Build your chart

Name and save your document that includes your charts. It is storedlocally in the application folder under Documents in your profile path.Save your document

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SAP Lumira overview

DescriptionSteps to work with your da-ta

You can do the following with your data, chart, or both: Share your chart Export your dataset to a file Publish your dataset to SAP HANA as an analytic view Publish your dataset and charts to Streamwork Publish your dataset to a BusinessObjects information space to be

accessed in SAP BusinessObjects Explorer. Publish your dataset to the SAP Lumira cloud.

Share your data or chart

Related Topics Acquiring data from your data sources Finding your way around the user interface Filtering data in columns and charts Preparing your data Visualizing your data Sharing your charts and datasets

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SAP Lumira overview

Installing SAP Lumira

3.1 Installation prerequisites

Before installing this product, make sure the following requirements are met:

Install the package that corresponds to your computer's bit rate. Separate installation packages areavailable for 32-bit and 64-bit machines.

You must have Administrator rights to install SAP Lumira on the computer. Sufficient disk space must be available on the following resources:

Required spaceResource

2.5 GBDrive hosting the User application data folder

200 MBUser temporary folder (\AppData\Local\Temp)

1 GBDrive hosting the installation directory

The following ports must be available:

Required byPort

SAP Lumira installationAny port in the range 4520-4539

The SAP Lumira Setup program will check for these prerequisites.

3.2 Using the SAP Lumira Setup program

The SAP Lumira Setup program is contained within the self-extracting archive - SAPLumiraSetup.exe.The program is an installation wizard that guides you through the the installation of the required SAPLumira resources on your computer. The program automatically recognizes your computer's operatingsystem and checks for platform requirements. It updates files as required.

For a current list of supported platforms, and information about specific platforms and configurationsfor SAP Lumira, refer to the following page: https://websmp103.sap-ag.de/pam.

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3.2.1 To install SAP Lumira using the setup program

1. Navigate to the SAP Lumira self-extracting archive - SAPLumiraSetup.exe - and double-click the

icon.

The SAP Lumira Setup program is extracted from the archive. The Installation Manager performsa verification check for all of the installation prerequisites. A "Prerequisites" page opens only if theverification fails for any requirement. Close the wizard and correct any missing prerequisite beforerelaunching SAPLumiraSetup.exe.

If all of the installation prerequisites are confirmed, the "Define Properties" page opens.

2. Specify where you want the program installed:a. Click Next to accept the default installation directory.b. Type the path, or click Browse to navigate to where you want the program installed . Click Next.The "License Agreement" page opens.

3. Review the License Agreement. When you are ready, select I accept the License Agreement andclick Next.The "Review & Confirm" page opens.

4. Click Next to proceed with the installation.The installation is complete when the "Finish Installation" page opens.

5. To automatically launch the program, select Launch SAP Lumira after installation completes.Click Finish to close the Installation Manager.

6. Click Finish to close the Installation Manager.

3.3 Performing a silent installation

Using a silent installation, system administrators can run a script from the command line to automaticallyinstall SAP Lumira on any machine in their system without the setup program prompting them forinformation or displaying the progress bar. The silent installation is primarily geared towards users withnetwork administration roles. A silent installation is particularly useful when you need to push multipleinstallations in your corporate network. Once you have created a silent installation response file, youcan add the silent installation command to your installation scripts.

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3.3.1 To perform a silent installation

You can use the SAP Lumira self-extractor to create a response file required for a silent installation.Follow the instructions below to create a response file and perform a silent installation.1. Click Start > Run and type cmd to open a Command Prompt window.

2. Navigate to the SAP Lumira self-extracting archive:SAPLumiraSetup.exe

3. Run the following command:

SAPLumiraSetup.exe -w \response.ini

Note: represents the file path where you want to save the response file

.The SAP Lumira Setup program opens.

4. Follow the installation wizard to select your SAP Lumira setup options.5. On the "Start installation" page, click Next.

The setup program writes your installation options to the response.ini file, and closes.

Tip:You can now open response.ini in a text editor to review your setup selections.

6. To run the silent installation, open a Command Prompt window and enter the following command:

SAPLumiraSetup.exe -s -r \response.ini

The parameter -r requires the name and location of the response file as specified in Step 3. Theoptional parameter -s hides the self-extraction progress bar during the silent installation.

3.3.2 Additional installation options

You can specify additional setup options when installing SAP Lumira through the command line executing either an interactive installation or a silent installation. These additional options are notavailable in the installation Manager.

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DescriptionParameter

You can use this parameter to specify an SAPLumira license key to use when running the instal-lation.

Interactive installation:

SAPLumiraSetup.exe LicenseKey=

Silent installation:

SAPLumiraSetup.exe -s -r \response.ini LicenseKey=

LicenseKey

3.4 Uninstalling the SAP Lumira application

Use the uninstall utility in Control Panel\Programs\Programs and Features to uninstall theproduct from your machine:

3.4.1 To uninstall SAP Lumira

1. To remove the product from your machine, right-click SAP Lumira in Control Panel > Programs >Programs and Features and select Uninstall.The "Confirm Uninstall" page opens.

2. Click Next.SAP Lumira is removed from the machine when the "Finish Uninstallation" page opens.

3. Click Finish to close the Installation Manager.

3.5 Important considerations for using SAP HANA

This section contains important considerations and requirements for using SAP Lumira with the SAPHANA database.

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Security requirements for publishing to SAP HANABefore users can publish content to SAP HANA, they must be assigned specific privileges and roles.These roles and privileges are also required for retrieving data from SAP HANA. Use the SAP HANAStudio application to assign user roles and privileges. For information on administrating the SAP HANAdatabase and using SAPHANAStudio see SAPHANADatabase Administration Guide. For informationon user security, see the SAP HANA Security Guide (Including SAP HANA Database Security).

The user account used to log into the HANA system from SAP Lumira must be assigned to the"MODELING" role (in HANA).

Note:This action can only be performed by a user with ROLE_ADMIN privileges on the SAP HANA database.

When an SAP Lumira user logs into the SAP HANA system, the internal _SYS_REPO account must:

Be granted the SELECT SQL Privileges. Have the Grantable to others option selected on the (SAP Lumira) user's schema.

3.5.1 To configure _SYS_REPO for the SAP Lumira user

If an account for the SAP Lumira user is already defined in the SAP HANA system:

1. From the system connection in the SAP HANA Studio Navigator window, go to Catalog >Authorization > Users.

2. Double-click the _SYS_REPO account.3. Under the SQL Privileges tab, click the + icon, enter the name of the user's schema, and click OK.4. Choose SELECT and the corresponding Yes under Grantable to others.

5. Click Deploy or Save.

Tip:You can also open an SQL editor in SAP HANA Studio and run the following SQL statement:

GRANT SELECT ON SCHEMA TO _SYS_REPO WITH GRANT OPTION

3.5.2 Supported OLAP measures

SAP HANA supports only the following measures of aggregation in OLAP data sources:

SUM MIN MAX COUNT

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If your dataset contains an aggregation on a measure that is not listed above, the aggregation will beignored by SAP HANA during publication, and it will not be part of the final published artifact.

3.6 Important considerations for using SAP BusinessObjects Universes

To acquire data from universes that exist on the BI 4.0 platform, ensure that theWeb Intelligence Serveris running. And also ensure that your Business Intelligence platform is at BI 4.0 SP2 patch level 14 orabove. However, you can also acquire data from universes that exist on BI 4.0 SP3 and BI 4.0 SP4platforms.

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Connecting to your data sources

4.1 Acquiring data from your data sources

You can acquire data from the following data sources:

CSV file SAP HANA SAP BW data exposed as views in SAP HANA MS Excel Freehand SQL SAP BusinessObjects Universe

Depending on your data source, data can be adapted before acquisition to include or remove columns,attributes, measures, or SAP HANA variables and input parameters.

For certain data sources you have other options, for example data formatting, column naming andtrimming, and specifying column name prefixes. The acquisition options are described for each individualdata source.

You can also edit a data source that has been acquired. You can add or remove columns, attributes,measures, and variables from the original data source.

Note:For data that is acquired to manipulate locally, the maximum number of cells that can be acquired islimited by the capacity of your machine, however, you are notified by a warning at 15 million for 32 bitsystems, and 30 million cells for 64 bit.

Related Topics Working with CSV files Working with SAP HANA views Connecting to an Excel file Working with Freehand SQL Connecting to a universe datasource Editing acquired data sources

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4.1.1 Editing acquired data sources

You can edit a data source that has already been acquired as follows:

Add new columns that had ben removed from the data source when acquired originally. Remove columns included in the original data source Change values selected for SAP HANA variables and input parameters.1. Open a data source that has been already acquired by SAP Lumira.2. Select Data > Edit source.

The data acquisition box appears. Columns that are not included in the current data source aregrayed out.

3. Depending on your data source, do one of the following: Select column name check boxes to include new columns. Clear column name check boxes to remove existing columns. Select or clear choices to add or remove attributes and measures. Click Edit Variables to open the HANAVariables box. You can add or remove values for variables

or input parameters. Click OK to validate your choices.

4. Click OK .The data source is updated with the added or removed columns, attributes, measures, or variables.

4.2 Viewing connections and associated documents

You can view all the connections defined for SAP Lumira and the documents associated with eachconnection, from the Connections tab available on the Welcome page. You can also change the targetdata source for locally defined connections.

1. Open the SAP LumiraWelcome page.If you have a Prepare, or Share view open, you need to save, then close the document to return totheWelcome page.

2. Click the Connections tab in the sidebar of theWelcome page.The Connections pane lists all of the connections available, the Documents pane to the right of theConnections pane, lists the connections associated to each connection. Each document displaysits last modified date.

3. Click a local connection in the list to show its target data source. You can browse to and selectanother data source if required.

4. If you want to change the connection for one or more associated documents, do the following: Select a connection.

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Select one or more associated documents in the right pane. These are documents that you wantto change the connection source.

In the left pane, browse to the new data source for the selected documents, then click Apply.The original connection retains the unselected documents. The newly selected connection appearsin the list with its newly associated documents.

4.3 Number and date formats applied in SAP Lumira

Java standard number and date formats for the locale defined in your regional settings are used in SAPLumira. Customized number or date formats are not taken into account by SAP Lumira, as the Javastandard will be applied for the specified locale. For example, if your locale is France, then SAP Lumiraapplies the Java standard number and date formats for the French language when data is acquired.Any customized settings for the France locale settings are not taken into account.

For information on the standard number and date formats used in Java, refer to your Java documentation.

Note:You can keep the number and date format used in a .CSV file datasource by selecting the Keep thisformat for visualization check box in the Acquisition options section of the connection dialog boxwhen you select a .CSV file to acquire data.

4.4 Working with CSV files

You can acquire data from a comma-separated values (CSV) file. A CSV file stores numbers and textin plain-text form. Records are separated by line breaks, and each record consists of fields usuallyseparated by a comma or tab.

In the following example, fields are separated by commas:

"Product","Country","Year","Quantity","Margin""Ski Mask","Italy","2,005","1,297","1,929""Sino CRT TVs","Italy","2,005","609","10,659""PC Systems","UK","2,005","360","37,800""Rappel Mountain Bicycle","Canada","2,007","6,681","224,477"

In SAP Lumira, the file produces four columns; Product, Country, Year, andMargin, with each row valuecorresponding to its column based on its position delimited by the comma separators.

You have the following options when choosing your CSV file:

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DescriptionAcquisition options

You select which delimiter is used to specify columns in the ac-quired data.

Delimited by: Tab Semicolon Comma Space Other

If you do not select this option, the column names are by defaultnumbered, for example Column1, and Column2.Set first row as column names

Remove characters after or before a specified punctuation markor a character.Trim values

You can specify a prefix that applies to all columns.Default column name prefix

Select to keep the number and date formats specified in the.CSV. If this option is not selected, then the Java standardnumber or date format based on the machine locale is applied.

Keep this format for visualization

Related Topics Connecting to a CSV data file

4.4.1 Connecting to a CSV data file

You can connect to a Comma-separated values (CSV) data file as a data source.

1. From the Welcome screen, click New Document .2. Click CSV.3. Browse to and select a .CSV file.

The data appears in the preview pane.

4. Select options to specify how the data is presented. The options are described in Related Topics.The preview is automatically updated with your option choices.

5. Click Acquire .The data appears in the Data pane.

Related Topics Working with CSV files

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4.5 Working with Freehand SQL

You can create your own data provider by manually entering the SQL for a target data source. Youneed to be familiar with your database and the SQL language to use freehand SQL. You can specifythe source tables, columns, and functions to acquire data. You can use freehand SQL for the followingdatabase middleware:

RestrictionsCommentsVersionDatabasemiddle-ware

2008, 2012

Mi-crosoftSQLServer

10, 11Oracle

Exdata

15IQ

Sybase

12SQLAny-where

15.5

AdaptiveServerEnter-prise

12, 13, 14Teradata

V9, V10 fors/OS, andLUW.

DB2

IBM Refer to your Netez-za administrator forinformation on usingthe correct versionfor SAP Lumira.

Netezza Server4 Netezza Serv-er 5 NetezzaServer 6

Netezza

V4GreenPlum

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RestrictionsCommentsVersionDatabasemiddle-ware

9PostgreSQL

GenericJDBC

2.0GenericoDATA

5MySQL

Connects to SAPHANA via JDBCand retrieve datafrom tables.

1.0HANADatabase

SAP In Current version, Infoset with inputParameters are not supported.

Can retrieve the da-ta from Infosets

SAP Java Con-nectorERP6

In Current version, Infoset with inputParameters are not supported.

Can retrieve the da-ta from Infosets

Release 4 -SAP Java Con-nector

R/3

In Current version, Infoset with inputParameters are not supported.

Can retrieve the da-ta from InfosetsJava Connector

ERP2004mySAP

Salesforce.com

Using Freehand SQL requires that the correct data access driver is installed for your databasemiddleware. A data access driver is the software provided by a database vendor that allows a clientapplication to connect to the middleware and access the data in the database. The data access driverfor your middleware must be copied from your database vendor support website to a local folder. FromSAP Lumira you can then browse to and select the driver to connect to the database. SAP Lumiraprovides a guide to choose and install your data access driver from the Freehand SQL tab in thePreferences dialog box.

Note:Installing data access drivers from the vendor sites can be problematic due to the choice of differentdriver versions and file formats. If you are not familiar with your database version, or the vendor website,it is recommended that you refer to your database administrator for information.

Related Topics Installing data access drivers Connecting to a Freehand SQL data source

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Specifying Freehand SQL connection properties

4.5.1 Installing data access drivers

The Sybase IQ 15 data access driver is provided and automatically installed with SAP Lumira. For otherdatabases you may need to install the JDBC data access driver for your database middleware beforeusing Freehand SQL. The data access driver is a .JAR file that you download from a database vendorsite and copy to a local folder. You then register the driver path by browsing to and selecting the driverfrom within SAP Lumira.

You are guided through the download process from the Freehand SQL tab in the Preferences dialogbox.

You can install a data access driver either when choosing a Freehand SQL data source, or by at anytime by accessing the Preferences dialog box directly from the File menu.

1. Activate the Freehand SQL tab in one of two ways: Select File > Preferences, then click the Freehand SQL tab. Select New Document then click the Freehand SQL datasource option. A list of database

middleware appears. If the middleware for the database that you want to access using FreehandSQL appears with a red cross, then the driver is not installed for that middleware and you mustinstall a driver. The rest of this procedure shows you how to install a driver. Click a databasemiddleware name in the list that appears with a red cross, then click the Show Preferencesdialog box button in the right panel

Note:

If your middleware has a green check, then you can start using Freehand SQL. When a compatible driver is available for a middleware, but SAP Lumira has not been restarted,

a yellow question mark icon displays. When you restart you can use Freehand SQL directly.

The Preferences dialog box appears with the Freehand SQL tab active. The database middlewarenames are listed with the accompanying green and red driver indications.

2. Click a database middleware indicated with a red cross to install its JDBC data access driver.The right pane displays a link to the website for the database vendor.

3. Click the link.The web page listing the JDBC data access drivers for the vendor appears. Depending on thedatabase, different types of driver files are available; usually a compressed file containing the drivers,or an executable file to install the drivers automatically. For SAP Lumira you download only thecompressed file.

4. Download the compressed JDBC driver file, for example a .TAR.GZ, or .ZIP that contains the driversfor your database middleware version. Use the following information to help you select the correctdriver:

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To obtain the driverDatabase Middleware

Go to the Oracle JDBC Driver Downloads page: http://www.oracle.com/technetwork/database/features/jdbc/index-091264.html

Note:To download the drivers, you must create an user account. This is free.

If you do not know which version of the driver to use, the driver ojdbc6.jar is suitable for any supported version of Oracle 10 and 11.

Oracle

Go to the SQL Server 2005, 2008 and 2012Microsoft Drivers downloadcenter page: http://www.microsoft.com/en-us/download/driver.aspx?q=driver

Click a suitable driver for your database. If you don't know which version of the driver to use, the Microsoft JDBC Driver 4.0 for SQL Serveris suitable for all supported SQL server versions.

Download an installer. If you are installing Microsoft JDBC Driver 4.0for SQL Server, then the installer is sqljdbc_4.0.2206.100_enu.exe for a Windows environment.

Run the installer from your local drive. It prompts you for an extractionpath to uncompress the files. Enter a folder path to save the driverfiles and unzip the file. Close the window when completed.

Note:The driver file sqljdbc4.jar is uncompressed to the following directory within the specified extraction folder: \sqljdbc_4.0\enu\

MS SQL Server

Go to the Teradata connectivity download page: http://downloads.teradata.com/download/connectivity/jdbc-driver.

Note:To download the drivers, you must create an user account. This isfree.

Click a suitable driver for your database. If you do not know whichversion of the driver to use, the Teradata JDBC Driver 14 is suitablefor all supported Teradata versions. ForWindows use: TeraJDBC__indep_indep.14.00.00.14.zip

Download the compressed file and extract the two jar files insidetdgssconfig.jar and terajdbc4.jar to a local directory.

Teradata

The Sybase driver is provided and installed by default. You should notneed to install this file. For information, the jconn4.jar driver is locatedhere in your installation: \\\Program Files\SAPLumira\Desktop\plugins\com.businessobjects.connection

server.standalone_3.1.3.v20120603-0404\ConnectionServ

er\jdbc\drivers\IQ15

Sybase

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To obtain the driverDatabase Middleware

Go to the IBM DB2 connectivity download page:https://www.ibm.com/account/profile/us?page=reghelpdesk.

Note:To download the drivers, you must register using an IBM recognizeduser email as your account name. This is free.

Click a suitable driver for your database version. If you do not knowwhich version of the driver to use, both drivers for DB2 Version 10.1:DB2 V10.1 FP0 (GA) or V10 should be suitable for all versions higherthan DB2 Version 9.5. If you are not certain, contact your databaseadministrator.

Download the compressed file and extract the jar file db2jcc.jarto a local directory. For versions prior to Version 9.5, you need to extract db2cc.jar and db2jcc_license_cu.jar .

IBM DB2

Refer to your Netezza administrator for information on obtaining the correctdriver for SAP Lumira.IBM Netezza

5. From your local drive, browse to the folder that contains the extracted JDBC driver files for yourdatabase middleware. Depending on your database middleware, you browse to one of the followingfiles:

DriverDatabase middle-ware

ojdbc6.jarOracle

sqljdbc4.jarMS SQL Server

terajdbc4.jar and tdgssconfig.jarTeradata

jconn4.jarSybase

db2jcc.jar or for versions prior to 9.5: db2cc.jar and db2jcc_license_cu.jar

IBM DB2

nzjdbc.jarIBM Netezza

6. Restart SAP Lumira.When you start SAP Lumira and create a new document using freehand SQL, the target databasemiddleware is listed with a green check indicating that the driver is available to access the database.If you do not restart SAP Lumira, the available drivers list is not updated.

Related Topics Connecting to a Freehand SQL data source Specifying Freehand SQL connection properties

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4.5.2 Connecting to a Freehand SQL data source

You need to install a JDBC data access driver for your database middleware before using FreehandSQL. The data access driver is a .JAR file that you download from a database vendor site and copy tothe driver folder in the SAP Lumira installation path. Refer to Related Topics for information on findingand installing the correct data access driver for your database middleware.

You can connect directly to a database to specify the data to be acquired and set parameters to optimizethe database connection.

1. From the Welcome screen, click New Document.2. Click Free hand SQL.

A list of database middleware appears. If the middleware for the database that you want to accessusing Freehand SQL appears with a red cross, then the driver is not installed for that middleware,and youmust install the appropriate driver, see Related Topics for information on finding and installingthe data access driver. If your middleware has a green check, then you can start using FreehandSQL.

3. Click the database middleware name for your target database. If the driver is available then Login and Advanced tabs for the driver appear in the left pane. if the driver is not available, click the Show Preferences dialog box button in the right panel to

install the data access driver.

4. Enter login information in the Login tab, and if necessary specify the driver parameters on theAdvanced tab. These parameters are described in Related topics.

5. Click Acquire .The free hand SQL editor opens.

6. Enter the SQL to fetch the required tables, preview the SQL query, and click Acquire .The data appears in the Data pane.

Related Topics Specifying Freehand SQL connection properties Using the SQL editor for Freehand SQL Installing data access drivers

4.5.2.1 Using the SQL editor for Freehand SQL

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You use an SQL editor to write SQL to create a Freehand SQL data source based on a connecteddatabase. The SQL editor is accessed from the Freehand SQL connection option when you create anew document.

Note:Only the SELECT statement is authorized in the SQL editor to acquire data from database tables.

The SQL editor has the following options to help you select tables for your datasource:

DescriptionSQL editor options

The accounts available to the connected database. Expand each node to seethe tables available. Double click a table to enter the table in the SQL query.Catalog

The Select query to fetch the tables. Only SELECT is supported. You can addtable names by double clicking the table in the account node in the left pane.Query

Keeps a log of the Select statements used in the query pane. Click a statementto include it in the query.SQL History

Click to preview the tables that are acquired by the SELECT.Preview data

You can select all the columns or no columns. You can select individual columnsfor acquisition.Select All/None

Related Topics Connecting to a Freehand SQL data source

4.5.3 Specifying Freehand SQL connection properties

You can create your own data provider by manually entering the SQL for a target data source to acquiretable data. When you use freehand SQL you must enter connection information for the target database,and you can also specify connection parameters to optimize the fetching of data. You have the followinglogin and optimization options:

Table 4-5: Login parameters

DescriptionOption

User name

Password

The name and port of the server hosting the databaseServer :)

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DescriptionOption

Database nameDatabase

Table 4-6: Advanced parameters

DescriptionOption

If using a connection pool, the method to use to keep the ConnectionPool Mode connection active.Connection pool mode

If the Connection Pool Mode is set to Keep the connection active for,the length of time in minutes to keep the connection open.

Pool timeout

The maximum number of rows authorized with each fetch from thedatabase. For example, if you enter 20, and your query returns 100rows, the connection retrieves the data in 5 fetches of 20 rows each. Todeactivate array fetch, enter an Array Fetch Size of 1. The Data is re-trieved row by row.

Note:Deactivating array fetch size can increase the efficiency of retrievingyour data, but slows server performance. The greater the value in theArray Fetch Size, the faster your rows are retrieved. You must, however,ensure you have adequate client system memory.

Array fetch size

Size of the bind array before it is transmitted to the database. Generally,the larger the bind array, the more rows (n) can be loaded in one opera-tion and the better your performance.

Array bind size

The number of minutes before a connection attempt times out and anerror message is displayed.

Login timeout

Values for JDBC driver properties. You can define the value of morethan one property, separated by commas. For example, the followingvalue for JDBC Driver Properties sets the oracle.jdbc.defaultNChar anddefaultNChar driver properties:

oracle.jdbc.defaultNChar=true,defaultNChar=true

JDBC driver properties

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4.6 Working with SAP HANA views

SAPHANA is a database that contains data accessible as views. A view is a pre-defined virtual groupingof table columns that allows you to access data that corresponds to a specific business requirement.There are different types of views depending on the type of tables that are included, and the type ofcalculations that are applied to columns; for example, an attribute view is built on dimension tables, ananalytic view is built on both a fact table and attribute views, and a calculation view executes a functionon columns when the view is accessed.

With this version of SAP Lumira you can create charts on data available as:

Analytic views Calculation views Attribute views.

You can connect to views in two ways:

DescriptionConnect as

Data can be manipulated and edited before being visualized in charts.SAP HANA Offline

Data is read only and can be visualized in charts.SAP HANA Online

Once you have connected to a view, the data is presented in columns, facets, measures, attributes,and hierarchies.

Once you have identified the measures and attributes to analyze, you build a chart by moving attributesonto a visualization space, where they are automatically graphed on a chart. You can choose from alarge range of charts, depending on the type of visualization required for your business purpose.

When you have completed the chart, you can save it in a document. The chart can individually be sentout by mail to your collaborators.

The data definition and data in the document can be exported as a flat file, or published to SAP HANA.

Related Topics Connecting to an SAP HANA cube offline Connecting to an SAP HANA cube online Accessing SAP BW data through SAP HANA views Specifying values for SAP HANA variables and input parameters

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4.6.1 Connecting to an SAP HANA cube offline

You can manipulate data and create visualizations from an SAP HANA cube.

1. Start SAP Lumira and click New Document .A connection box appears.

2. Click HANA Offline3. Enter the Hana server and server instance credentials. You need to see your SAPHana administrator

for the Hana server name and port number, and your user name and password if necessary.4. Depending how you connect to your HANA server, do one of the following:

If you connect using a database login then click Authenticate by database user and enter yourdatabase credentials.

If you connect using your SSO login, then click Authenticate by operating system user. Theuser name and password fields are grayed out. You connect to the HANA server in SSO mode.

5. Click the Connect Hana Instance button.The pane under the login box is populated with the SAP HANA views available to your account.

6. Expand a SAP HANA view and select the cube that contains your data.7. Do one of the following:

If you want to select the attributes and measures that are acquired, click Preview and selectdata then Select.

If you want to acquire all the data, select Acquire allIf you selected Preview and select data, a dialog box appears with a choice of attributes andmeasures. If you selected Acquire all the data opens in the Data pane.

8. Select attributes and measures to acquire and click Acquire .The data appears in the Data pane.

Related Topics Working with SAP HANA views Specifying values for SAP HANA variables and input parameters

4.6.2 Connecting to an SAP HANA cube online

You can view data and create visualizations from a SAP HANA cube online.

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Note:When using a SAP HANA online data source, it is not possible to create a measure with an numericor string attribute. Measures in SAP HANA online are detected directly from the SAP HANA analyticview. Measures need to be created in the SAP HANA view, before being acquired automatically inSAP Lumira.

1. Start SAP Lumira and click New Document .A connection box appears.

2. Click HANA Online3. Enter the Hana server and server instance credentials. You need to see your SAPHANA administrator

for the Hana server name and port number, and your user name and password if necessary.4. Depending how you connect to your HANA server, do one of the following:

If you connect using a database login then click Authenticate by database user and enter yourdatabase credentials.

If you connect using your SSO login, then click Authenticate by operating system user. Theuser name and password fields are grayed out. You connect to the HANA server in SSO mode.

5. Click the Connect Hana Instance button.The pane under the login box is populated with the SAP HANA views available to your account.

6. Expand a SAP HANA view and select the cube that contains your data.7. Do one of the following:

If you want to select the attributes and measures that are acquired, click Preview and selectdata then Select.

If you want to acquire all the data, select ConnectIf you selected Preview and select data, a dialog box appears with a choice of attributes andmeasures. If you selected Connect the data opens in the Data pane.

8. Select attributes and measures to acquire and click OK .The data appears in the Data pane.

Related Topics Specifying values for SAP HANA variables and input parameters

4.6.3 Accessing SAP BW data through SAP HANA views

You can access SAP BWdata that has beenmade available in SAPHANA analytic or calculation views.

In a BW on HANA system, the SAP HANA Modeler can be used to import BW Models, for exampleHANA optimized cubes, Data Store Objects (DSO), and BW Query Snapshots, as Analytic andCalculation views. Once the models are activated, they can be consumed by SAP Lumira by connectingto the SAP HANA cube.

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Refer to the following documentation for information on implementing a BW on SAP HANA system,and making the data available to SAP HANA:

LocationDocumentation

http://www.experiencesaphana.com/community/solutions/net-weaver-bw/bwonhanafaqFAQ: BW on HANA

Related Topics Connecting to an SAP HANA cube offline

4.6.4 Specifying values for SAP HANA variables and input parameters

SAP HANA analytic views can include the following types of variables that require a user to entervalues when acquiring data:

DescriptionHANA variable type

Defines a filter on an attribute of the view. Before data is acquired, the user isprompted to select attribute values that appear as facet rows after acquisition.Variable

Requires a value that is passed to a calculation, for example to calculate aformula for a calculated measure.Input parameter

You can be prompted to enter values for SAP HANA variables or input parameters when:

Acquiring an analytic view in HANA Offline. Creating a document on an analytic view in HANA Online.This section describes how you can enter values to resolve a prompt when an analytic view containsan SAP HANA variable or SAP HANA input parameter.1. Connect to an SAP HANA instance either in HANA Offline or HANA Online mode.2. Select an analytic view and do one of the following:

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Then...If you want to

Select Preview and select data Click Select. In the selection box, select or clear choices for attributes and

measures. Click Edit Variables.

Note:If there are no variables or input parameters defined in the view,the Edit Variables button is not available.

Choose what data is acquired

Select Acquire All.Acquire all the data available inthe view

A HANA Variables box appears. It lists the variables and input parameters defined for the analyticview. Variables are prefixed by VAR and input parameters are prefixed by IP.

3. Click a variable or input parameter.The attribute values or an input value display in the right pane.

4. Click one or more values then click Add. The values are added to the bottom pane.

Note:Press CTRL while selecting individual values, or Press the SHIFT key while clicking the start andend values in a range.

5. Click OK . If you are acquiring data through Preview and select data, click Acquire All to start thedata acquisition.The data appears in the Data pane. Each variable appears as a facet with the selected promptvalues.

Note:The Hana Variables button appears at the top of the facets pane. Click to view the selected valuesfor the SAP HANA variables.

4.7 Connecting to an Excel file

You choose an Excel spreadsheet as your data source.

Note:If your Excel data contains cells that have been inserted into a column, then shifted up or down, thisdata may not be correctly displayed when acquired. It is recommended that you remove the shiftedcells before acquisition for this version.

You have the following options to configure the data sheet before acquisition:

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DescriptionExcel acquisition options

Set first row as column names

Show hidden columns

Show hidden rows

When an Excel file contains multiple worksheets, you canselect the sheet to acquire.Select sheet

When selected, all worksheets are added to the data source.The common columns are appended, different columns areadded as new columns.

Append all sheets

Note:The maximum number of cells that can be acquired is 15 million. Spreadsheets with more than thismaximum are cut off at this point.

1. Click New Document from the Welcome page.2. Click MS Excel.3. In the Data source creation box do the following:

a. Browse to the Excel file.b. Select the sheet that contains your data from the Select sheet drop down list.c. If required, show or hide hidden rows and columns.d. If required, Select the Append all sheets checkbox to include all the worksheets in a single data

source.

4. Click OK.The data appears in the Data pane.

4.8 Working with data from a universe

You can acquire data from a universe and visualize data using a wide palette of graphical charts andtables of SAP Lumira. In this release, you can acquire data from XI 3.x, BI 4.0 Unv files and BI 4.0 Unxfiles connected to relational databases.

Note:

Acquiring data from the following types of universes is not supported:

BI 4.0 Unx file connected to an OLAP data source Universes connected to the SAP BW data source

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4.8.1 Connecting to a universe datasource

1. Start SAP Lumira.2. From the "Welcome" screen, choose New Document.3. Choose Universe.4. In the "Universe Credentials" pane, enter the following details:

a. Enter the name or IP address of the server hosting your Central Management Server (CMS).

Note:If you are connecting to a CMS belonging to a different network domain, you need to ensure thatthe hosts file located in C:\Windows\System32\drivers\etc has the corresponding hostname entry. For example, x.x.x.x

b. Enter the CMS user name.c. Enter the CMS password.d. Enter the CMS authentication type.

Note:To use the Windows AD authentication mode to connect to the CMS, append the following twoentries in the SAPLumira.ini file located at: \SAPLumira\Desktop

-Djava.security.auth.login.config=\bscLogin.conf-Djava.security.krb5.conf=\krb5.ini

For example,

-Djava.security.auth.login.config=C:\Windows\bscLogin.conf-Djava.security.krb5.conf=C:\Windows\krb5.ini

e. Choose Connect.The list of universes available in the CMS are displayed.

5. Select the required universe and choose Select.The universe tree appears with the list of data source classes and data source objects.

6. From the Universe Tree pane, select the required objects and choose Acquire.

Before acquiring data, you can preview the data and apply filters by selecting the Preview andSelect Data option.

Note:

If the query contains contexts or prompts, you need to answer them to acquire the data. While creating a query, you can set the following query properties:

Max Rows Retrieved: The maximum of rows to be retrieved by the query. Max Retrieval Time: The maximum amount of time a query can run. You need to enter the

time in seconds. Retrieve Duplicate Rows: Select this option to retrieve duplicate rows.

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The data appears in the Data pane.

4.8.2 Troubleshooting Tips

This section describes error messages that you might encounter while working with the universe datasource and their probable causes.

CausesI am getting the following error while acquiringdata from the universe data source

This error might occur in the following scenarios: CMS is down. User name or password is incorrect. Authentication type is incorrect. Network issue.

Could not connect to Central ManagementServer (CMS)

This error might occur in the following scenarios: Universe is corrupted. CMS is down. Universe connection is not configured properly.

Could not load the selected universe

This error might occur in the following scenarios: Issue with the database connection. Mismatch of data types for the selected object. Result returned from the server reached the limit

set for the configuration parameter MaximumCharacter Stream Size (MB) of Web IntelligenceReport Server.

Universe object(s) not configured properly.

Could not validate the query

Selected object(s) results in a query which returnsempty data.

Query returns no rowsets

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Getting started with SAP Lumira

5.1 Basic operations

When you start SAP Lumira the Home page contains information that helps you to get started buildinga new document, opening existing documents, and managing your documents within the application.There are also links to useful resources that you can use to develop your chart building skills andknowledge.

Before you get started, this section covers some application basics:

How to start building a new document Opening an existing document. Saving your new or modified documents Opening a dataset to create a chart. Using the two working modes: Prepare and Share.

Related Topics Creating a new document Opening documents Opening datasets Saving your charts Saving your documents Prepare and Share working modes

5.1.1 Creating a new document

A document is your starting point when using SAP Lumira. You create a new document to start analyzingyour data and building new charts. You can open stored locally saved documents to view or modifyexisting charts and datasets.

Each document is a file that contains:

Connection parameters for the data source if the source is an RDBMS. Dataset: The column data used to create charts. Charts built on the data and saved as visuals.

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1. From the Welcome page, click the New Document button in the top left corner of the Welcomepage.

2. Connect to or browse to your data source.3. Click Acquire or Select as required.

The columns appear in the Data Pane, the attributes and measures to the left in the Semantic pane.You are now ready to start building a chart with the data.

Related Topics Acquiring data from your data sources Preparing your data Visualizing your data

5.1.2 Opening documents

You open documents from the Home page.

1. From the Home page, click the Documents tab to the left of the pageA list of available documents appears.

2. Double click a document.If a data source is required, a connection box appears. Fill in the login credentials if necessary andclick OK .

3. The document opens. The columns can be viewed in the Data pane and the visualizations that havebeen saved with the data are available in a preview panel at the bottom of the Visualization pane.

5.1.3 Saving your documents

You can save a document in two ways:

To a local directory. To the SAP Lumira cloud if you are connected.When you save a document, you save the dataset and the charts that have been saved individually inthe Prepare view.

Note:To save your charts with the dataset, you must firstly save each individual chart from the Visualizationpane in Prepare view. If you save a document without previously saving the individual charts built onthe dataset, only the dataset is saved.

1. Ensure that you have individually saved any charts built on the dataset in the Prepare view.

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2. Select File > Save. If this is the first save action for this document, a Save document box appears with following

options:

Save options availableIf you are working

Name and Description fields with a document list thatallows you to select an existing document to save asthe current document.

Locally only: not connected to theLumira cloud.

Two tabs are available: Save to Local and Save toSAP Lumira Cloud. Refer to Related Topics for infor-mation on saving to the cloud.

Connected to the Lumira cloud.

If this is not the first save action for the document, it is saved based on the options set in theinitial save action. A document is always saved locally, and if connected to the Lumira cloud, thedocument is automatically saved to the cloud.

3. Do one of the following: If you only want to save locally, click the Save to Local tab and fill in the save information. If you want to save to the SAP Lumira Cloud, click the Save to SAP Lumira Cloud tab and fill

in the save options. Click Save.The document, including the dataset and its visuals, is saved based on your selected save options

Related Topics Saving a document to the SAP Lumira Cloud Scheduling document refresh

5.1.3.1 Saving a document to the SAP Lumira Cloud

You must be connected to the SAP Lumira Cloud to save documents to the cloud. You connect orcreate an account from the SAP Lumira Cloud page available from the side bar on the Welcomescreen.

You can save a document to the SAP Lumira Cloud to be viewed by your project collaborators. Thedocument cannot be edited from the cloud. It must be downloaded to SAP Lumira to be modified.

Note:Documents can be scheduled to be updated and saved automatically on the cloud and locally usingthe SAP Lumira Agent. See Related Topics for information.

1. Do one of the following: If it is the first time you are saving a document, select File > Save.

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If you have already saved the document locally and want to save to the cloud for the first time.Select File > Save As .

The Save current document box appears.

2. Click the Save to SAP Lumira Cloud tab.You have Name and Description fields to identify and describe the document, and the followingSharing options:

DescriptionSave to cloud op-tions

List of Add email addresses of people that you want to be notified that thedocument is available on the cloud.Add emails

Select Write to allow the document to be edited in SAP Lumira. Select Read to restrict the document to be viewed only.Write/Read

Message to be included in the email notification for each recipient.Add a Message

3. Fill the required information for people to be notified of the document availability on the cloud.4. Click Save.

The document is saved to the SAP Lumira Cloud . You can see document listed by connectingdirectly to the cloud, or from the SAP Lumira Cloud page in SAP Lumira.

Related Topics Scheduling document refresh

5.1.4 Opening datasets

A dataset is the set of columns, hierarchies, and filters used to build a document. It does not containany charts build using the data. Datasets are stored in the SAP Lumira application Documents folderin in your profile path.

1. From the Home page, click the Datasets tab to the left of the Home page.2. A list of available datasets appears.3. Double click a dataset.

A connection box appears.

4. Fill in the credentials if necessary and click OK.The dataset opens in the Data pane.

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5.1.5 Saving your charts

You save a chart from the Visualization pane. Each chart saved on the active dataset appears as apreview icon in the panel at the bottom of the Visualization pane.

The documents and their saved visuals are saved to the SAP Lumira application Documents folder inin your profile path.

1. Create or modify a chart in the Visualization pane.2. Click the Save button at the bottom right of the pane.

An icon for the saved chart appears in the panel at the bottom of the Visualization pane.

5.1.6 Prepare and Share working modes

SAP Lumira has three working modes that are accessible by clicking the buttons at the top of theapplication window.

DescriptionWorking mode

Your workspace where you can organize, analyze, and clean up your data, thenbuild your charts.Prepare panel

The sharing area where your saved datasets and charts are listed. You can sendcharts by email from the panel. You can not send datasets by mail. You canpublish your datasets to SAP HANA , SAP Streamwork , SAP Explorer , and tothe SAP Lumira cloud.

Note:When using the Share panel, you must ensure that no dataset is also selectedwhen you select a visual. If this is the case, the Send by Mail button will not beactive. Unselect the dataset by clicking it to reactivate the Send by mail button.You can then select a visual to send.

Share panel

Related Topics Preparing your data Visualizing your data Sharing your charts and datasets

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5.2 Finding your way around the user interface

When you open a document there are three panes available to visualize your data:

DescriptionExplorer Desk-top

Click the Data button to activate.

Your data is displayed as columns in Grid view, or as facets in facet view. Whenusing facets, the data still appears in columns but only unique values are displayed,so the repeated values are not shown. You use the data pane to: View data Hide columns Filter and sort the values in the column

Data pane

Shown to the left of the Data pane. Your measures, hierarchies, attributes and in-ferred attributes are listed here.

Semanticpane

Click the Visualize button to activate.

It is viewable as a single pane, or with the Data pane when using Split mode. Youcreate your charts here. The Visualization pane includes a collapsible side panelcalled the Chart feeder. You can use this panel to build the charts in a structuredway.

Visualizationpane

The Semantic and Visualization panes are described in more detail in Related Topics.

Related Topics The Data pane The Semantic pane The Visualization pane

5.2.1 The Data pane

The data pane is the central pane that shows your data. You use the Data pane to view, organize, andclean the data. You can view data in two ways:

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DescriptionVisualizingdata as

Data is presented as columns and rows. All rows are displayed.Grid

Data is presented as columns with only the unique values shown. The repeatedvalues in columns are not shown. Using facets can be useful if you have many re-peated values.

Facets

You have the following data manipulation and formatting tools to help you manage and edit your dataset:

DescriptionData management tools

You can acquire data from one or more different data sources to beavailable within the same session. This is useful when you want to com-pare different datasets before merging columns.

Add

You can merge data from multiple datasets into the current dataset. Thedata needs to be compatible.Merge

You can switch from one dataset to anotherData switcher

An editing tool that allows you to edit and format values both at a columnand row level.Data manipulation

You can define constraints to filter column data.Data filters

You can create formulas using an editor and formula language definedfor SAP Lumira .

Formula creation andedition

Related Topics Editing and cleaning data Adding another dataset Merging another dataset Switching to another dataset

5.2.2 The Semantic pane

The Semantic pane is displayed to the left of the central Visualisation pane. It lists the measures,hierarchies, inferred attributes, and attributes in the dataset:

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DescriptionSemantic pane ob-jects

Maps to aggregated data in a column or calculation. You use measures to getthe calculated result when different columns are combined. For example ameasure called Sales Revenue would represent the column Sales Revenuethat contains the summed revenue for sales. Measures are automatically de-tected and listed.

Measure

References more than one related column in your dataset. These columnshave hierarchical relationships, for example an object Time, could inlcudeYear, Quarter, and Month arranged in a hierarchical structure under the topobject Time.

Hierarchies

Map to columns in the dataset.Atttributes

One or more columns that are created based on geography or time dataavailable to SAP Lumira to support a hierarchy. For example, if you selectCreate a Geographic hierarchy for the attribute City, you can select thelevels of the hierarchy (Country, Region, City). SAP Lumira infers the Countryand Region from a geography database, and Country and Region columnsare created matching the City values. These columns are added to the dataset,but are not part of the original dataset. They are inferred and added to supportthe hierarchy.

Inferred attributes

5.2.3 The Visualization pane

The Visualization pane is the central pane where you build your charts and graphs to visualize yourdata. The Visualization pane can be used either as a full pane replacing the view of the Data pane, orin split view, retaining the view of the data and allowing you to build visualizations below while alwayskeeping the data visible. The Visualization pane has the following components:

DescriptionVisualization panecomponents

Icons displayed at the top of the Visualization pane. Each icon representsa chart or graph family that you can use to visualize your data. Click thearrow next to each icon to see the different chart and graph variations foreach family.

Chart switcher

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DescriptionVisualization panecomponents

This is a side panel that is activated by clicking the arrow on the left borderof the Visualization pane. The Chart feeder contains the fields that are usedfor the X (category) and Y (measure) axis in your charts. You build a chartby either double clicking or dragging an object to the appropriate field inthe Chart feeder. Usually a measure is used for the Y axis and a categoryobject is used for the X axis.

Chart feeder

The area used to build your chart. The type of chart selected in the Chartswitcher is shown initially to guide your placement of objects on the chart.You can build a chart either by dragging objects directly to the Chart body,or to the Chart feeder.

Chart body

Related Topics Visualizing your data Choosing a chart type for your data

5.3 Filtering data in columns and charts

A filter is a restriction imposed on a data set to limit the values displayed. For example, if your chartshows revenue for products sold over years between 1995 and 2012, and you only want to see revenuefor the years 2010 to 2012, you create a filter on the dimension Year to limit the values shown to thisperiod.

Each filter created in a column appears as entries in the Global filters bar at the top of the Data pane.You can edit the filter directly from the filter bar.

You can define the following types of filters:

DescriptionFilter scope

You define a filter on a column that applies to both the data and thecharts that use the column data.Data set filter

You define a filter on a chart that only applies to the chart. The filteris not applied to the data at the dataset level.Visualization level filter

Note:You can apply filters globally by selecting the Use global filters checkbox. When selected, all filtersdefined on the columns apply automatically to the charts created with the column data.

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Related Topics Filtering data in columns and facets Filtering data in charts Using t