Creating a new document in Sap Lumira

SAP Lumira is an easy to use data analyzing and visualization tool with which you can easily perform data manipulation operations (like duplicating, renaming and deleting columns or attributes, applying functions or expressions on columns or attributes, merging datasets etc) and create visualizations(from a set of readily available charts like Line charts, columns charts, Pie charts, geo charts, radar chart etc).

In this document, i list down the steps to create a SAP Lumira document but first let me explain what is a Lumira document?

A SAP Lumira document is an artifact which stores datasource information, data definitions, actual data and visualizations. Any changes that are done in SAP Lumira; e.g. Creation/updation of visualization or dataset, connection to datasource; are all recorded in the SAP Lumira document. In fact, for making any change to existing datasets or visualizations or to create new one, you need to open an existing document or create a new document.

Below are the steps that need to be followed to create a new document:

1.       Click on File -> New or click on the New Document button which appears below File Menu to create a New SAP Lumira document:

2.       It opens a popup where you need to choose your source file. It consists of 2 steps:

     a.       Select the type of your source file. The supported file types are – MS Excel, CSV, Freehand SQL, SAP HANA (in Offline and Online modes),                SAP  Business Objects 3.x and 4.x Universe and SAP BW data exposed as views in SAP HANA.

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     b.      Select the source file from the desired location

3.       Once you select your file, SAP Lumira shows preview of all the data of the source file. You can choose whether you want to select all columns or choose specific columns for creating your document. For the purpose of this document, i am using the publicly available Olympic Data file which is of the type excel.

4.       Click on “Aquire” button to select the required columns to acquire the data for operating on it. This opens the editor. Click on “Manipulate Tools” vertical sidebar at the right hand side corner to hide/display the data Manipulation tools.

5.       Select a column and choose the operation you want to perform from a set of data manipulation tools. The formula bar at the top of the central pane also becomes editable when you display the Manipulation tools. You can select from a variety of predefined functions like substring, truncate, round, trim, mod, replace etc. to manipulate the data.

6.       Once you are done with manipulating the data, click on “Visualize” button at the top left corner to create your visualization to represent the data.

7.       You can then choose the type of chart or pattern you want to use to display the data from the charts switcher(toolbar with chart icons). For the purpose of this document, i choose a line chart.

8.       After choosing the type of chart, you need to define the measures on the attributes or data which you want to display in your chart. SAP Lumira automatically detects measures for numeric attributes. However, you can also create a measure for columns of type Text by Right Clicking on the attribute and Selecting Create a Measure. However, measure for text data type has only 2 functions – Count(All) and Count(Distinct) i.e. it returns the count of all or distinct values for the attribute.

9.      Depend on the selected chart type, you need to add measures and attributes to the selected chart either by right clicking on the measure/attribute or by dragging the measure/attribute to the desired axis as shown below:

10.   It displays the view/output based on the graph/pattern choosen. E.g. Below output is by using Medal_Count as the measure for Y-Axis and Country attribute as the dimension for X-Axis.

11.   Save your document by clicking on the “Save” button at the bottom of the chart. This saves the visualization and displays it’s thumbnail at the bottom of the central pane or the visualization area.

12. You can share your visualization/dataset by clicking on the “Share” button at the top of the central pane. You can export the dataset as a csv file or publish to Streamwork whereas you can send your visualization by email or Publish it to Streamwork. The screen looks as below. The disabled options are only available for the licensed version of Lumira.