The blog http://scn.sap.com/community/cloud-for-customer/blog/2016/06/03/interactive-dashboards has provided an overview of the general dashboards capabilities.
This blog series here is intended to offer some hands-on experiences when creating a Dashboard with drill-down/navigation possibilities. Based on a specific example with 3 report views some additional background information is explained via additional blogs, which contain some important detailed information regarding features, functions and usability.
Good to know when working with Dashboards – Example (this blog)
In our example we would like to create a Dashboard with 3 report views:
Before you create your Dashboard, you have to create the respective report views. In our example we have used the standard reports ‘Opportunity Analysis’ and ‘Quote by Account’ to create the 3 views.
This view is based on the standard report ‘Opportunity Analysis’. If you would like to know how to use the operator ‘Top N’ please read the following blog:
https://blogs.sap.com/2016/11/09/good-to-know-when-working-with-reports-ranked-conditions/
Report View 2: Opportunities by selected account
This view is based on the standard report ‘Opportunity Analysis’. The opportunities and their Expected Value are displayed and sorted by the expected sales value.
Report View 3: Sales Quotes by selected account
The last report view is based on the standard report ‘Quote by Account’ and displays all quotes with their net value.
Please note, that up to now there is no dependency available between those 3 report views. The dependencies are maintained during the creation of the Dashboard.
To create a Dashboard navigate to the work center ‘Dashboard’ and click on the icon ‘Add new Dashboard’. This will start the 6 step wizard which guides you through the creation process. In case you have enabled Role Based Analytics you can assign a dashboard to the various roles.
Step 1 contains some basic information like the Name and the Description of the Dashboard.
In Step 2 you have to select the sources of your Dashboards. Sources are always report views. In the screenshot below you can see our 3 report views which we have created before.
For additional information to the ‘Sources’ please have a look at the following blog:
https://blogs.sap.com/2016/11/09/good-to-know-when-working-with-dashboards-sources/
In Step 3 you can select one or more Variants. In our example we have selected only our 3 created ones.
Step 4 is used to design the layout of your dashboard. You can drag and drop the available report views from the right hand side and order the dashboards based on your requirements.
In Step 5 you create the connections between the single reports. This step is absolutely mandatory if you would like to create an interactive dashboards which allows you to pass filters between reports. Please refer the following blog for more information regarding the mapping step:
https://blogs.sap.com/2016/11/09/good-to-know-when-working-with-dashboards-connections/
In our example the auto mapping feature has also mapped the Sales Phase. As this is not needed for our Dashboard, we have manually adapted the mapping and deleted the sales phase as connection.
Step 6 shows a preview of the Dashboard. At this stage we are done with our Dashboard and we can save it.
If you click on one of the accounts in the first report view the filters are passed to the 2nd and 3rd view. As a result you will see all opportunities and quotes of the marked account.
This blog series here is intended to offer some hands-on experiences when creating a Dashboard with drill-down/navigation possibilities. Based on a specific example with 3 report views some additional background information is explained via additional blogs, which contain some important detailed information regarding features, functions and usability.
Good to know when working with Dashboards – Example (this blog)
Good to know when working with Dashboards – Sources
Good to know when working with Dashboards – Connections
In our example we would like to create a Dashboard with 3 report views:
- View 1: Top 10 Accounts based on Expected Sales Volume
- View 2: Opportunities by selected account (Is dependent on account selection in view 1)
- View 3: Sales Quotes by selected account (Is dependent on account selection in view 1)
Before you create your Dashboard, you have to create the respective report views. In our example we have used the standard reports ‘Opportunity Analysis’ and ‘Quote by Account’ to create the 3 views.
Report View 1: Top 10 Accounts based on Expected Sales Volume
This view is based on the standard report ‘Opportunity Analysis’. If you would like to know how to use the operator ‘Top N’ please read the following blog:
https://blogs.sap.com/2016/11/09/good-to-know-when-working-with-reports-ranked-conditions/
Report View 2: Opportunities by selected account
This view is based on the standard report ‘Opportunity Analysis’. The opportunities and their Expected Value are displayed and sorted by the expected sales value.
Report View 3: Sales Quotes by selected account
The last report view is based on the standard report ‘Quote by Account’ and displays all quotes with their net value.
Please note, that up to now there is no dependency available between those 3 report views. The dependencies are maintained during the creation of the Dashboard.
Create a Dashboard as a key user
To create a Dashboard navigate to the work center ‘Dashboard’ and click on the icon ‘Add new Dashboard’. This will start the 6 step wizard which guides you through the creation process. In case you have enabled Role Based Analytics you can assign a dashboard to the various roles.
Step 1 contains some basic information like the Name and the Description of the Dashboard.
In Step 2 you have to select the sources of your Dashboards. Sources are always report views. In the screenshot below you can see our 3 report views which we have created before.
For additional information to the ‘Sources’ please have a look at the following blog:
https://blogs.sap.com/2016/11/09/good-to-know-when-working-with-dashboards-sources/
In Step 3 you can select one or more Variants. In our example we have selected only our 3 created ones.
Step 4 is used to design the layout of your dashboard. You can drag and drop the available report views from the right hand side and order the dashboards based on your requirements.
In Step 5 you create the connections between the single reports. This step is absolutely mandatory if you would like to create an interactive dashboards which allows you to pass filters between reports. Please refer the following blog for more information regarding the mapping step:
https://blogs.sap.com/2016/11/09/good-to-know-when-working-with-dashboards-connections/
In our example the auto mapping feature has also mapped the Sales Phase. As this is not needed for our Dashboard, we have manually adapted the mapping and deleted the sales phase as connection.
Step 6 shows a preview of the Dashboard. At this stage we are done with our Dashboard and we can save it.
If you click on one of the accounts in the first report view the filters are passed to the 2nd and 3rd view. As a result you will see all opportunities and quotes of the marked account.
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