Schedule a Publication
As a content owner, you can set a schedule for sharing a copy of your story or analytic application, with users and teams of your choice. You can share the publication with any number of SAP Analytics Cloud users within the tenant and a maximum of three non-SAP Analytics Cloud users.
Getting Started with Scheduling
Scheduling is the process by which you create a specific task and have it run once or at recurring intervals. In our context, you can schedule stories or analytic application and have them delivered to desired recipients both within SAP Analytics Cloud or outside. Let's take a look at some of the common terms you may encounter while you create a schedule.
Publication: The output of a story or analytic application that is generated when a schedule runs.
Broadcast: Allows the scheduling and sharing of analytics content with SAP Analytics Cloud users as well as non-SAP Analytics Cloud users. Using the Broadcast mode, schedule creators can share stories containing data they're authorized to view. A typical example would be sharing a quarterly sales report with all stakeholders within a specific region. You will need the Schedule Publication privillege for this operation.
Burst: Allows the scheduling and sharing of analytics content with SAP Analytics Cloud users as well as non-SAP Analytics Cloud users. Using the Burst mode, schedule creators can share stories with SAP Analytics Cloud users, containing data that the recipients are authorized to view. For non-SAP Analytics Cloud recipients in the Burst mode, the publication will still contain information that the schedule creator has access to.
As of now, the bursting functionality is only available on stories.
Destination: The location where the publication will be delivered to..
Authorization: The data access rights associated with a schedule. While scheduling, if the mode chosen is Broadcast, the publications will be delivered to the desired recipients based on the data that the schedule owner has access to, and if the mode chosen is Burst, the publications will be delivered to the respective recipients based on the data each recipient is authorized to view.
Bookmark: The copy of a story that you customise for a specific audience and that's saved for quick reference and retrieval. In scheduling, personalization for a particular audience is achieved through bookmarks and by using Prompts..
Understanding what scheduling offers will help you better decide on how and what you want to schedule and share with your team.
|PDF and PowerPoint (.ppt)
You can also share a link to the story while scheduling.
|Maximum email size
|Maximum number of SAP Analytics Cloud recipients
|Maximum number of Non-SAP Analytics Cloud recipients
|Content you can schedule
|Stories along with the Bookmarks, and Analytic Application
|Hourly, Daily, Weekly, and Monthly
|Favorites menu, Featured files, the Files page, or from within the story itself
Who Does This Apply To?
BI Admin or Admin roles that come with the Schedule Publication privilege, by default.
Any custom role that has been assigned the Schedule Publication privileges, such as Create and Manage.
Anyone with a Copy or Edit permission to a story, once the Schedule Publication privilege is granted..
While choosing Burst as the scheduling mode, make sure that the recipients have access to the story and underlying models.
- Once you have the required privileges to create a schedule, and you choose Broadcast as the scheduling mode, the output generated when the schedule runs, is based on the data you're authorized to access. To put it simply, the recipients get to view the information that you can view.
- If you choose Burst, the output generated will be based on the recipient’s data authorization for SAP Analytics Cloud users and the scheduler’s data authorization for non-SAP Analytics Cloud users.
Users with Manage permission on Schedule Publication, and public and private files, can modify the schedule you've created.
If you're an administrator and are looking at configuring scheduling as well as understanding how many licenses you would need to create the necessary number of schedules, see Configure Scheduling of Publication.
Data Center You're On
Microsoft Azure US West (US20)
Microsoft Azure Europe (Netherlands) (EU20)
AWS Canada (Montreal) (CA10)
AWS Seoul (AP12)
AWS Europe Central (EU10)
AWS US East (US10)
AWS Brazil (BR10))
AWS Japan (JP10)
AWS Sydney (AP10)
AWS Singapore (AP11)
Ali Cloud China (CN40)
- SAP Analytics Cloud can be hosted either on SAP data
centers or on non-SAP data centers. Determine which environment SAP Analytics Cloud is hosted in by inspecting your SAP Analytics Cloud URL:
- A single-digit number, for example us1 or jp1, indicates an SAP data center.
- A two-digit number, for example eu10 or us30, indicates a non-SAP data center.
For more information on licensing, see Configure Scheduling of Publication.
Data Sources You Work With
Scheduling is supported on stories based on the following data sources:
All imported data sources
Following live data sources:
SAP HANA 2.0
SAP HANA Cloud (you can schedule a story based on SAP HANA Cloud only if the connection type is HANA Cloud)
Stories based on live data tunnel connections
Creating a Schedule
- On the Files page (from the main menu, Share) icon from the toolbar. Select Schedule Publication . Or ), select the story that you want to schedule, and select the dropdown arrow from the (
From the File menu, select Schedule Publication .
Schedule Paginated StoriesWhile scheduling a story that has paginated tables and sections, the generated output will comprise of all the pages of the section and the all rows of the table.To learn more on the pagination in the Builder panel, see Using Pagination in Stories.
When a schedule runs, each publication gets 15 minutes to execute the workflow and generate an output. If your story takes longer than 15 minutes to generate the output, your schedule will fail with an error message Scheduling the publication failed because the export task could not be completed in time.
Before scheduling a story, it is recommended that you do a manual export to make sure that the story does not take more than 15 minutes to be exported. Otherwise, your publication will fail when the schedule runs. Also make sure that the maximum size of the output in either PDF or PPT does not exceed 12 MB.
The Schedule Publication dialog box appears.
By default, the name of the story is populated as the name of the schedule. You can edit the name as per your preference.
- Under Choose Mode, choose whether you want to Broadcast or Burst the story.
In the Start Date field, click to specify the start date and the time you want the schedule to run.
On clicking Check Availability you get to view, the time slots that are fully available, partially available, unavailable, conflicting, and nonconflicting, in the calendar view, for a single occurrence or a recurrence of a schedule. This enables you to quickly schedule the number of publications based on the available time slots.
NoteYou can also directly enter the date and time in the Start field and provide a future date in a valid format.
Click Add Recurrence to add a recurrence.
The Recurrence Settings dialog box appears.
You can set the recurrence pattern on an hourly, daily, or weekly basis.
For weekly recurrence, select the day(s) of the week you want to schedule the story and set the start date.
To end the recurrence, select the relevant option from the End Recurrence by dropdown menu.
You can end the recurrence based on the end date or the number of repetitions. You can also choose the No End option to set the schedule to run for 365 days, after which it ends and a new schedule needs to be created.
- Click OK.
- Choose a File Type.
- Enter the subject (mandatory) of the email in the Subject field.
You can hit the ‘[’ key to get dynamic text prompts that can be inserted within the email subject, body, or as file name. Dynamic text helps you in personalizing the story sharing experience at run time
- In the Message field, type in an optional message. You can also use the formatting options available, such as emphasize text, include a list and so on.
- Select the Include Story Link option, if you want to include a link to the story in the email.
You can customize the stories you want to schedule, by choosing the recepients of your choice and choosing between different
story Views from either global Bookmarks or personal Bookmarks from the Distribution menu.
- Add the name of the users and teams within SAP Analytics Cloud either by typing in the names or by clicking the Add Users or Teams icon in the input field.
Enter the email address(es) of the non-SAP Analytics Cloud
recepient(s) separated by a comma.
You can include up to three non-SAP Analytics Cloud recipients.
- Choose a story view from the Story View field.
To edit the prompt values, select Edit Prompts.
You can also view the last saved prompt within the story.Set Variables dialog box appears.
Set the values of the variables and select Set.
NoteBy default, the prompt values that were defined while creating the story will be considered if you don't edit them while scheduling.Note
If you’ve chosen Burst as the mode of scheduling and you’re sharing the analytics content with non-SAP Analytics Cloud users, the content shared, will be that with the data authorization of the scheduler and not the recipient.
- Optionally, edit the name of the file from the File Name field.
- To edit the file settings, click File Settings.
- To add another view, click Add Another View.
Due to the limit of publications that can be scheduled per hour, which is based on your license, you might notice unavailable slots for your current schedule. In such a scenario, a warning message is displayed with the unavailable slots. For more information on slots availability, refer to Licensing information in this article.
Publication Delivery Options
Stories may be made up of single or multiple widgets that are based on different types of models connected to different kinds of data sources.
There can be instances where a data source isn't supported, or a connection isn't working as intended, or an incorrect formula or errors during data validation leads to the publication being partially sucessful. You have the flexibility of choosing whether to deliver such publications or deliver only complete publicationsl. You can choose from the following delivery options under Advanced Settings.
By turning on the Deliver partially successful publications to scheduler toggle, the creator of the schedule receives all the publications irrespecitve of whether the content is complete or not.
You can view, update, copy, and delete the schedules you've created, from the Calendar.
From the side navigation, choose CalendarNoteUsers with Manage permission on Schedule Publication, and public and private files can modify the schedule you've created.
- To view the list of schedules you’ve created, choose the view of the calendar you would like to see: Day, Week, or Month.
- To copy the series or an instance of an existing scheduled job and reuse it with the desired scheduling parameters, search for the schedule that you want to copy and then, select it. Click (Copy) in the General menu. You can modify the Name and add a Suffix to the title of the schedule and also change the date as per your preference. Select OK .
- You can modify the scheduling parameters from the Details pane after copying the schedule in the calendar.
- To delete a schedule, select the schedule you want to delete, and in the general toolbar at the top panel, click Remove. Click OK to delete a recurrence or an occurrence of a schedule.
Modifying a Schedule
To modify an occurrence of a recurrence of a schedule, from the calendar, either double-click the schedule or select the schedule you want to modify and click the Designer button at the top-right corner of the application. Make the required changes and click Update
You can view the changes from the View Changes option. To discard the changes, click Revert.
Cancelling a Schedule
As an administrator or a scheduler, you can discontinue an occurrence or a series of a schedule.
You can't discontinue a schedule that's in progress or has ended. The discontinued schedule will still be available on the calendar in the Cancelled state and you can create a copy of the schedule if needed. A schedule that's in the Cancelled state can be subsequently deleted.
Once discontinued, a schedule can't be edited or resumed.