SAC - Themes a brief

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Glossary of Key Terms

• SAP SAC (SAP Analytics Cloud): A cloud-based analytics platform for business intelligence, planning, and predictive analytics.
• Theme: A set of predefined formatting and style options that apply to an entire story or dashboard in SAP SAC, including colors, fonts, and layout elements.
• Branding: The process of aligning visual elements (like logos, colors, and fonts) with a company's identity and aesthetic.
• Story: A report or dashboard in SAC consisting of charts, graphs, and other widgets that convey insights through visual data.
• Widget: An interactive component in SAC, such as a chart, table, or KPI tile, that displays data.
• Corporate Identity: The visual and design elements that reflect a company's brand, such as logos, color schemes, and fonts.

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What is the Concept of Themes in SAP SAC?

In SAP Analytics Cloud (SAC), themes refer to the customizable design and formatting options that apply across entire stories, dashboards, and widgets. Themes allow users to ensure a consistent visual appearance throughout their reports by setting predefined color schemes, fonts, backgrounds, borders, and other style-related aspects.

The concept of themes is particularly useful for corporate branding within the organization, as it allows the creation of a visual identity that aligns with the company's guidelines. Once a theme is created, it can be applied to various stories, ensuring uniformity and saving time by eliminating the need to format each story or widget individually.

By customizing themes, users can also improve data readability by selecting colors and fonts that highlight key insights and enhance the overall user experience.

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Business Use Cases for Themes in SAP SAC

1. Branding and Corporate Identity A company can create a theme that reflects its branding, including corporate colors, fonts, and logos, and apply it to all reports and dashboards. This ensures all employees and external stakeholders view consistent, professional-looking reports aligned with the company's identity.

2. Client-Specific Reporting Consulting firms or service providers can create customized themes for different clients, incorporating the client's logo and color schemes into reports. This helps reinforce the relationship and ensures reports are visually aligned with each client's brand.

3. Department-Specific Dashboards Different departments within a company (e.g., Marketing, Finance, HR) might require distinct themes to reflect their focus areas. For example, the marketing team could use a vibrant theme with colorful charts, while the finance team might prefer a more formal theme with clear, professional fonts.

4. Highlighting Key Metrics Themes can be used to draw attention to critical data points by using color contrasts or bold fonts. For example, KPIs or key performance metrics can be set in brighter colors or larger font sizes to make them stand out in dashboards, ensuring users quickly recognize the most important figures.

5. Event-Specific or Seasonal Reporting A company might design unique themes for specific time periods or events, such as fiscal year-end reports, product launches, or holiday sales. This adds a level of customization and relevance to their reporting for that time period or campaign.

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Steps to Create a Company Theme in SAP SAC

1. Open Story or Application in SAC

   • Log in to SAP Analytics Cloud and navigate to an existing story or create a new one.

2. Access the Styling Menu

   • In the story, go to the "Format" tab or click on "Themes" from the toolbar at the top of the page. Here, you can create or modify themes.

3. Select or Create a New Theme

   • Select "New Theme" to begin creating a custom theme. SAC will provide default options that can be modified based on your preferences.

4. Customize Fonts and Text Styles

   • Define font families, sizes, and styles (e.g., bold, italic) for different text elements like titles, subtitles, headers, and body text. Ensure the fonts align with the company's branding guidelines.

5. Choose a Color Scheme

   • Set primary and secondary colors for your theme. These will be used across charts, tables, and background elements. Choose colors that reflect the company's brand and ensure proper contrast for readability.

6. Set Backgrounds and Borders

   • Define the background color for the entire story or specific widgets. You can also add borders or shadow effects to enhance certain elements visually.

7. Incorporate Company Logos or Images

   • Add the company logo to the header or footer of the theme, ensuring it is visible across all reports. You can also use images in backgrounds to enhance visual appeal.

8. Save and Apply the Theme

   • Once all design elements are set, save the theme with a relevant name (e.g., "Company Theme 2024") and apply it to your story. This theme can now be reused across multiple stories to ensure consistency.

9. Test and Review

   • Review the applied theme by testing it on different devices or screen sizes. Make any adjustments to ensure it displays as intended and is user-friendly.

10. Set as Default (Optional)

• If the theme is to be used across all reports or dashboards in the organization, set it as the default theme for new stories.