Create Custom Group Hierarchies (Specifics for SAP BW)

When working with SAP BW live data sources, you can create custom group hierarchies in your SAP Analytics Cloud story.

If the SAP BW live data that you're working with doesn't have a hierarchy that is organized in the way that you'd like, you can create your own custom group hierarchies in your story.

You can create several custom group hierarchies.

Restriction

Custom group hierarchies (custom groupings) are not supported in the following widgets or situations.

  • Time series charts

  • Variables

  • Secondary structure dimensions

  • BW dimensions that don't support hierarchies (as an extension)

  • Content translation service

  • Copying a page or widget using custom groupings to a different story

  • Updates to custom hierarchy definition will not update story object references of hierarchy

  • A deleted custom hierarchy definition can't be recovered

How to Create a Custom Group Hierarchy

  1. If you haven't already done so, select a table or chart in your story and open the Builder panel.

  2. Select a dimension and then select the hierarchy in one of the following ways:

    • Table: select Start of the navigation path (More) Next navigation step  HierarchyEnd of the navigation path.

    • Chart: select Start of the navigation path Next navigation step Set HierarchyEnd of the navigation path.

  3. In the Select Hierarchy dialog, select the drop list and then select Create Custom Group.

  4. Drag members from the member list and drop them on the node.

    (optional) Rename the node, or add more nodes.

  5. When you are finished, select OK.

Your custom group is created and the table or chart is updated to show that hierarchy.

How to Manage Custom Group Hierarchies in the Optimized Story Experience

In an optimized story, you can create custom group hierarchies, find those custom groups more easily, and undo and redo changes to your custom groups.

Restriction

Working with custom groups is not supported for geo maps.

How to Create a Custom Group in the Optimized Design Experience

  1. If you haven't already done so, select a table or chart in your story and open the Builder panel.

  2. Select a dimension and then select the hierarchy in one of the following ways:

      1. Table: select Start of the navigation path (More) Next navigation step  HierarchyEnd of the navigation path.

      2. In the Select Hierarchy dialog, select the drop list and then select Create Custom Group.

    • Chart: select Start of the navigation path (More) Next navigation step Manage Custom Groups Next navigation step Create Custom GroupEnd of the navigation path.

  3. Drag members from the member list and drop them on the node.

    (optional) Rename the node, or add more nodes.

  4. When you are finished, select OK.

The new custom group is applied to your chart or table.

How to Switch Between Custom Groups

  1. If you haven't already done so, select a table or chart in your story and open the Builder panel.

  2. Select a dimension and then select the hierarchy in one of the following ways:

    • Table:

      1. Select Start of the navigation path (More) Next navigation step  HierarchyEnd of the navigation path.

      2. In the Select Hierarchy dialog, select the drop list and then select a different hierarchy or custom group.

      3. Select Set.

    • Chart:

      1. Select Start of the navigation path(Hierarchy) Next navigation step Change HierarchyEnd of the navigation path, and from the drop list select a different hierarchy or custom group.

      2. Select Apply.