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1 Purpose
The purpose of this document is to assist non-profits who have received SAP Lumira (or are
interested to learn more) to quickly set up and start utilizing the solution for their
organization. Lumira is an easy-to-use self-service data analysis tool that can be used to:
2 Overview/Basic Terminology
Measure: Numeric data types that store numbers only. (Such as distance, speed, costs)
Attributes/Dimensions: Data type that adds context to Measures. (Such as activities, time,
names)
There are 4 steps in the solution. There will always be a task bar at the top of the screen,
indicating which phase you are in.
1. Prepare
This is the step where all the data is imported into Lumira. All the data is cleansed and
converted into the appropriate measures or attributes for your reports.
2. Visualize
This is the step where you construct graphs with the data that you organized in the
Prepare phase.
3. Compose
This is the step where you create your storyboard and your presentation, including
background colours, titles, pictures, and text.
4. Share
This is the step where you export the data or storyboard to allow it to be used on another
platform or with different users.
3 Getting Started
3.1 Installation
Go to this link
(http://global.sap.com/campaign/ne/free_trial/visual_intelligence/wty_int_visual_intelligence.epx)
to download and install SAP Lumira. Make sure you download the right version.
Determining 64-bit or 32-bit
Open your start menu and right click My Computer, and click Properties. A screen showing
your basic computer information will pop up.
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3.2 Opening SAP Lumira
Basic navigation options are here.
You will be brought automatically to the Visualize pane, go back to the Prepare pane on the
top of your workspace.
4 Prepare Phase
4.1 Preparing your Data before charting
The data that you import is not usually formatted consistently, and this is where you can cleanse
the data, create additional measures, create formulas, and add other datasets. You will notice
the data type by the picture next to the column heading as follows:
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: Numeric data type
: String data type
or : Time data type
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: Geographic data type
You also have two viewing options that can be selected on the upper left hand corner:
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You will now notice that you have a new measure in your MEASURES pane on the left hand
side.
You will be prompted to enter a formula. A formula wizard will pop up and assist you in creating
your formula. You will be able to double click your existing attributes and apply functions to
them. Upon completion of your formula, you can now use your newly created formula as an
attribute (or measure, see above). You will also notice a new column with your formula.
5 Visualize Phase
5.1 Creating Charts
In the Visualize phase, this is the stage where you create all your charts. Keep in mind that only
charts from the same dataset in the Prepare phase can be on the same storyboard.
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right pane in the specific boxes. You can also drop attributes into the Legend Colour or
Trellis to further visualize your data.
4. Title your Chart
The title is automatically generated depending on the measures, attributes, and filters are
placed on the chart. However, if you would like the chart to have a specific name, you can
change it by clicking the top pane above filters, and you can change the title accordingly.
5. Save your Chart
IMPORTANT! Click the Save button on the bottom left hand side to save your chart. If you do
not save your chart, it will not show up properly in your Compose phase.
6. New Chart
Click the + button on the bottom left hand side to create a new chart. Additionally, if you are
creating a very similar chart as one you have previously made, you have the option of
duplicating an existing chart. Simply hover over the existing chart on the bottom thumbnails
pane, left click the cog icon, and select Duplicate.
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Filtering an Attribute
NOTE: If you are interested in using Controls during your presentation, it is recommended that
you do not filter on that attribute. You will be able to utilize the Controls in your storyboard to
manipulate your data. At most, filter your data to exclude empty values.
You have the option to Keep Only or Exclude Values. If you wish to select more than one
attribute to filter on, ensure to hold down the Ctrl key on your keyboard as you select or de-
select values. Click OK to apply the filter.
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Removing/Changing a Filter
In the filter pane, simply click your desired filter to modify it. If you would like to get rid of the
filter, simply click the X on your filter condition.
6 Compose Phase
6.1 Creating Stories
In the Compose phase, you will be constructing stories. Stories and storyboards will be the
platform you will actually be presenting on.
Note: Multiple storyboards create a single story
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Customizing your Storyboard title
On the right pane, you have the option to rename your storyboard in the text box under
Board\Title.
Customizing your Background
On the right pane, you may customize your background. If you enable a background colour,
you can either manually enter the hexadecimal colour code, or select it from the palette. If
enable a background picture, you can control the opacity of the picture, to avoid excessive
contrast between the background and your charts.
6.4 Controls
Controls allow you to dynamically filter the data on your existing storyboard. You can only set
controls on Attributes. Simply drag your desired attribute from the left pane onto the control
panel on the storyboard Controls work space. You will be able to select or deselect your
desired attributes. It will default to showing all the data.
7 Share Phase
7.1 Obtaining a SAP Lumira Cloud Account
Anyone involved with viewing or sharing stories must have a SAP Lumira Cloud account. The
registration process is straight forward, and can be done on either your browser or your desktop
client. The prerequisites for obtaining an account is some basic information and a valid email
address. You do not require any additional permissions to register your account.
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Browser Restrictions to using SAP Lumira Cloud
Your browser must be IE9 or newer, or Chrome in order to access full functionality on the SAP
Lumira Cloud.
8 Summary
In summary, the process flow for creating a document in SAP Lumira is as follows:
Prepare
Importing Data -> Cleansing Data -> Creating Measures and Attributes
Visualize
Creating Charts
Compose
Creating Storyboards
Share
Publish to SAP Lumira Cloud -> Sharing and presenting on SAP Lumira Cloud
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