To perform a pivot table-like analysis in SAP Analytics Cloud (SAC) Story using a dataset, you can achieve this functionality through Tables in SAC Stories. A Table widget in SAC allows you to arrange data in a grid format and provides flexibility similar to a pivot table in Excel, where you can group, filter, and aggregate data.
Here's a step-by-step guide on how to perform pivot table-like analysis in SAC:
Steps to Perform Pivot Table Analysis in SAP SAC Story
1. Open SAP Analytics Cloud (SAC)
- Log in to your SAC environment and go to the Stories section.
2. Create a New Story
- Click on Create New Story from the SAC homepage.
- Choose whether you want a Canvas or Responsive story depending on your layout preference.
3. Add a Table Widget
- Once the story editor opens, click on Add and select Table from the available options.
- SAC will prompt you to select a data source for the table.
4. Choose Your Dataset or Model
- Select the dataset or model you want to use for your analysis. If you've uploaded your data through a dataset, select that dataset.
- The selected dataset will populate the table with data.
5. Configure Table Layout (Pivot Table Setup)
To mimic a pivot table, you'll need to organize rows, columns, and measures:
Rows: Drag and drop your desired dimensions (e.g., Product, Customer, or Region) into the Rows section.
- Right-click on a row dimension to explore further options, such as sorting or filtering.
Columns: You can add other dimensions to the Columns section (e.g., Time Period or Category).
Measures: Measures like Sales, Profit, or Quantity can be placed into the Values/Measures section. These will act as the numerical data you want to aggregate.
6. Add Totals and Subtotals
- Right-click on any dimension in your table, and from the context menu, select Add Totals. This will add summary rows (for columns) or summary columns (for rows), showing totals or averages across the groups.
- You can add subtotals for individual groupings as well. For example, add subtotals for each region, category, or customer.
7. Apply Filters
- To refine your analysis, you can apply filters to your table:
- Click on the Filters icon and choose the dimensions or measures you want to filter.
- You can apply these filters globally to the entire story or only to specific widgets like the table.
8. Customize Aggregations
- SAC allows you to customize how measures are aggregated:
- Right-click on any measure in the table and choose Aggregation Type (e.g., Sum, Average, Count).
- You can also apply custom calculations or formulas if needed.
9. Drill-Down Analysis (Pivot Table Drill-Down)
- SAC Tables support drill-down functionality. You can drill down into specific data points for deeper analysis:
- Right-click on any dimension or measure in the table and select Drill Down. Choose the dimension you want to drill down into (e.g., from Year to Quarter or from Region to Country).
- This will update the table dynamically to show more granular data.
10. Use Conditional Formatting (Optional)
- For a more insightful analysis, apply conditional formatting to highlight specific data:
- Right-click on a measure column and choose Conditional Formatting.
- Set rules to highlight data based on specific criteria (e.g., sales above a certain threshold in bold or with specific colors).
11. Save and View Your Story
- Once you've configured the table and your data looks how you want it, you can save the story.
- You can now interact with the table by filtering, sorting, and drilling down to gain insights, similar to what you would do in a traditional pivot table.
Example
Let's say you have a dataset containing the following fields: Product, Sales Region, Sales Revenue, and Year. You want to create a pivot table that shows Sales Revenue by Product and Sales Region, summarized by Year.
- Rows: Drag Product and Sales Region into the Rows section.
- Columns: Drag Year into the Columns section.
- Measures: Place Sales Revenue in the Values/Measures section.
- Totals: Add totals for each Product and Sales Region grouping to summarize the sales.
- Filters: Filter the data to focus on specific years or regions.
You can now see a summary of Sales Revenue by Product and Region, with subtotals by Year, similar to an Excel pivot table.
Benefits of Using Tables in SAC for Pivot Table Analysis:
- Dynamic Pivoting: You can rearrange rows and columns dynamically and drill down for deeper insights.
- Interactive Filtering: Easily filter data directly within the story.
- Custom Aggregation: Choose from various aggregation methods like sum, average, or custom formulas.
- Drill-down Capability: Drill down into specific dimensions for deeper analysis, enhancing the pivot table's functionality.
- Conditional Formatting: Highlight key data points using formatting rules.
Key Terms:
SAC, Story, Dataset, Model, Table Widget, Pivot Table, Rows, Columns, Measures, Aggregation, Drill-down, Filters, Totals, Subtotals, Conditional Formatting
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