Navigate Within Stories

Did someone share a story with you? Explore the menu options and objects on the SAP Analytics Cloud story page. You can use these tools to make sense of your data!

Here's an overview of the main menu options that you can find within a story in SAP Analytics Cloud:

Note
Your choice of menu options changes depending on the way the story was created and the data it contains.

Toolbar Types: Edit Mode, Story Details

The following table is a comparison of the collapsed and expanded toolbar layouts. Compared to the collapsed layout, the options may be in a different order when the toolbar is expanded.

Toolbar Layout in Edit Mode, Story Details
Toolbar Type

Collapsed

Expanded

Note

The options displayed in the expanded toolbar may vary. For example, you may see the Insert (2) options instead of the File (1) options on the toolbar.

Legend
Key Option
1 File
2 Insert
3 Tools
4 Data
5 Format
6 Display
7 More

The following table shows the order of the options when the toolbar is collapsed.

Note

Options that have “planning models only” next to their names are only available if a planning model is added to your story.

Menu/Functionality Description/Submenu

File (1)

Edit Story:
  • Story Details
  • Preferences
  • Query Settings
  • Smart Insights Settings
  • Convert to Optimized Design Experience

Save:
  • Save
  • Save As
  • Save As Template
  • Export
  • Enable Optimized View Mode

Copy and Paste:
  • Copy
  • Copy To
  • Duplicate
  • Paste
  • Paste Overall Values Only
Share:
  • Share
  • Publish to Catalog

Insert (2)

Chart

Table

Input Control

Geo Map

Section

Image

Shape

Text

Clock

Comment Widget

RSS Reader

Web Page

Value Driver Tree

Planning Trigger

R Visualization

Symbol

Tools (3)

Story Filter/Prompt

Formula Bar

Chart Scaling

Conditional Formatting

Create Input Task (planning models only)

Smart Discovery

Allocate (planning models only)

Version Management (planning models only)

Predictive Forecast (planning models only)

Value Lock Management

Set/unset read only for selected cells.

Cell References and Formulas

Data (4)

Publish Data
Refresh:
  • Refresh
  • Configure Auto Refresh
Edit Prompts:
  • Models with prompts/ no models require prompts
  • Link Variables

Link Dimensions

Version History (planning models only)

Format (5)

Layouts

Display (6)

Comment Mode

Examine

Explorer View Mode

Toolbar Types: Edit Mode, Data Details

The following table is a comparison of the collapsed and expanded toolbar layouts. Compared to the collapsed layout, the options may be in a different order when the toolbar is expanded.

Toolbar Layout in Edit Mode, Data Details
Toolbar Type

Collapsed

Expanded

Legend
Key Option
1 File
2 Mode
3 Data
4 Display
5 Actions
Note

This option will appear on your toolbar if you added a dataset.

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when the toolbar is expanded.

Note

For options that have “Grid View for datasets only” included next to their names, it means that they are only available if your added data source is a dataset and you have enabled Grid View.

Menu/Functionality Description/Submenu

File (1)

Edit Story:
  • Story Details
  • Preferences
  • Query Settings
  • Smart Insights Settings
  • Convert to Optimized Design Experience

Save:
  • Save
  • Save As
  • Open With Basic Data Preparation (Grid View for datasets only)

  • Enable Optimized View Mode

Undo (Grid View for datasets only)

Redo (Grid View for datasets only)

Mode (2)

Data Exploration

Grid View
Note

If you do not have a dataset added and you have added a public or embedded live connection model, you will not see the Grid View option. Instead, you will see the following message: Data preparation is unavailable for public and embedded live connection models.

Data (3)

Add New Data

Reimport Data (Grid View for datasets only)

Convert to Public Dataset (Grid View for private datasets only)

Edit Prompts:
  • Models with prompts/ no models require prompts
  • Link Variables

Link Dimensions

Edit Query

Display (4)

Show/Hide:
  • Show/Hide Data

Sort Facets

Note
If your added data source is a dataset and you have enabled Grid View, you will see Sort with the following options in your Display dialog instead:
  • Sort Columns By:
    • Data Type

    • A-Z

    • Z-A

    • Default Order

    • Error Count

Actions (5)

Note

This option would appear on your toolbar if you added a dataset and enabled Grid View.

Toggle Transform Bar

Toggle Custom Expression Editor

Geo Enrichment:
  • Geo Enrich By:
    • Coordinates

    • Area Name

Level Based Hierarchy

Transpose Columns to Rows

Remove Duplicated Rows

Toolbar Types: View Mode, Story View Mode

The following diagram shows the toolbar in story view mode.

Legend
Key Option
1 File
2 Edit
3 Tools
4 Display
5 Publish Data dropdown menu
6 Version Management
7 Allocate
8 Filter
9 Refresh
10 Bookmark
11 Page name
12 Page navigation
13 Fullscreen
14 Explorer View Mode toggle

The following table shows the order of the toolbar options.

Note

Options that have “planning models only” next to their names are only available if a planning model is added to your story.

Menu/Functionality Description/Submenu

File (1)

Note

The text on the right side of the dialog (A) show keyboard shortcuts for the Save and Save As options. For more information on keyboard shortcuts, see Keyboard Shortcuts for Story Pages.

Save

Save As

Save As Template

Export

Share

Publish to Catalog

Edit (2)

Note

The text on the right side of the dialog (A) show keyboard shortcuts for the Copy, Paste, and Paste Overall Values Only options.

Reset

Refresh:
  • Refresh
  • Auto Refresh

Copy

Paste

Paste Overall Values Only

Tools (3)

Predictive Forecast (planning models only)

Edit Prompts

Bookmark:
  • Bookmark Current State

  • Open Saved Bookmarks

Allocate (planning models only)

Create Input Task (planning models only)

Version History (planning models only)

Version Management (planning models only)

Formula Bar

Story Filter/Prompt

Display (4)

Tab Bar

Comment Mode

Publish Data dropdown menu (5)

Note

If you are using a planning model in your story, this option is displayed in your toolbar.

 

(Version Management) (6)

Note

If you are using a planning model in your story, this option is displayed in your toolbar.

 

(Allocate) (7)

Note

If you are using a planning model in your story, this option is displayed in your toolbar.

 
(Filter) (8)  
(Refresh) (9)  

(Bookmark) (10)

Bookmark Current State

Open Saved Bookmarks

Page name (11)

This functionality shows the name of the current page. You can choose another page using the dropdown menu.

Page navigation (12)

This functionality shows the page number. You can use the arrows to navigate through the pages in your story.

Fullscreen (13)

 

Explorer View Mode toggle (14)

 

Toolbar Types: View Mode, Explorer View Mode

The following diagram shows the toolbar in Explorer view mode.

Menu/Functionality Description/Submenu

File (1)

Note

The text on the right side of the dialog (A) show keyboard shortcuts for the Save and Save As options.

Save:
  • Save
  • Save As

Edit (2)

Refresh

Display (3)

Story View Mode

Tab Bar

(Refresh) (4)

 

(Bookmark) (5)

Bookmark Current State

Open Saved Bookmarks

Page name (6) This functionality shows the name of the current page. You can choose another page using the dropdown menu.
Page navigation (7) This functionality shows the page number. You can use the arrows to navigate through the pages in your story.
(Fullscreen) (8)  
Story View Mode toggle (9)  

Toolbar Options

You can find the following menu options on the toolbar that is directly above the story page. The options you see will vary depending on the way the story was created and the data that it contains.

Toolbar Options
Functionality Description
Save

a) Save As: save the story with a different name to create a new version of it. Keep in mind that this copy is not linked or synchronized with the original one.

b) Save As Template: save the story as a template that can be used to create a new story.

c) Export: export the story as a PDF file or a Google Slides presentation.

Reset

Reset any changes that you made to filters and input controls to get the original view of the story. Your comments and any new versions of the story you created are saved.
Story Filter

Apply filters for all charts that are based on the same data source. The filter is applied in all the pages of a story.
Formula Bar

Calculate values in empty table rows and columns, or cells outside a table.
Refresh

a) Refresh: reload the story to get the most recent data.

b) Auto Refresh: automatically refresh the story at an interval set by the story creator.

Edit Prompts

If this option is enabled, you can filter story data from the data source level by setting story variables that you want to display in the story. Charts or tables that are built from that data source will get updated based on the details you entered.

For example, if you want the story to show only full-time employees who have worked in the company for at least 7 years, you can set these variables and change the details.

Comment Mode

Switch Comment Mode on and off to hide or display comments in the story. You can add comments to story pages as well as to charts and other objects in the story. After a comment is added, everyone who has access to the story will get notified.
Fullscreen

Display the story in full-screen, without toolbars. To switch out of full-screen view, hover at the top of the page selector bar, and click .
Bookmark Current State

a) Bookmark Current State: create Personal bookmarks to save different states of a story as private bookmarks that are visible only to you. Story and page filters, input controls, prompts, explorer views, and variances are saved in your bookmarks.

b) Open Saved Bookmarks: access your Personal bookmarks (created by you), Global bookmarks that are shared with anyone who has access to the story, and other bookmarks that are shared with you. When a Personal bookmark is shared with you, you have the option to remove it from your list of bookmarks.

You can hover over a Personal bookmark to do the following:

  • Edit its name by clicking

  • Share it with other users or teams by clicking

  • Delete it by clicking if you no longer need it

Action Menu Options

Click anywhere within the area of a chart or table to open the Action Menu. Expand (More Actions) to see all the options available in the menu. Note that these options vary depending on how the table or chart was created and the data it contains. Just make a choice and the selected chart or table will get updated right away.

For more information on action menu options, see Chart Context Menu Options or Table Menu Options on Story Pages.

Context Menu Options

Click on a data point of a chart or table to open the Context Menu. Note that the menu options you get vary depending on how the chart or table was created and the data that it contains.

For more information on context menu options, see Chart Context Menu Options or Table Menu Options on Story Pages.

Additional Options

You can find more options on the story page, depending on the story that is being shared with you. Once you have made a choice, either the entire story page or selected elements on the story page will get updated accordingly.

Functionality Description
Pages

A story can contain multiple pages. Use the tabs to move from one page to the next.
Page Filter

If a story page contains page filters, you can filter all charts in the story page that are based on the same data source.

Input Control

Input Control is one type of page filter.

Select the data you want to display in your charts or tables and see the updates in real time.

There are several display options you can choose from:
  • Slider: control what data you want to see on your charts and tables.

  • Radio Buttons: let you pick one measure to display in your charts or tables.

  • Checkboxes: let you choose one or more measures to display in your charts or tables.

See the images below for some examples of input controls.

Linked Analysis When multiples charts are connected to one chart through Linked Analysis, the charts will update simultaneously based on the selection you made in that chart. Once you are done, click a blank area within the chart to remove the filter. See the images below for more details on how to use and reset Linked Analysis.

Input Control

Slider

Radio Buttons

Checkboxes

Linked Analysis

Using Linked Analysis

You can use a chart as a filter for other charts if they are connected through linked analysis.

Example

Let's say you want to know the average gross margin of carbonated drinks in California 2014. Select the highlighted area on the vertical bar chart. Now, the numbers on the horizontal bar chart tell you the average gross margin of carbonated drinks in 2014, rather than of all products over time.

This is what it looks like before and after you use linked analysis on two bar charts that are linked together.

Resetting Linked Analysis

Here’s what it looks like before and after you reset linked analysis on two bar charts that are linked together.

Do you want to reset your linked analysis? Just click on a blank space within your chart.

In the example above we applied a filter to see the average gross margin of carbonated drinks in 2014.

Do you want to remove the filter and see the margin of all products over time again? Simple. Just click a blank space within a chart and the chart is updated.