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Creating StepsLocate this document in the navigation structure

To create an analysis step, select the category you want to create the step in and click Start of the navigation path Add Next navigation step Step Next navigation step New Step End of the navigation path.

Analysis steps can be assigned to multiple categories. To assign a previously created step to another category, proceed in one of the following ways:

  • Select the category you want to assign the step to and click Start of the navigation path Add Next navigation step Step Next navigation step Existing Step End of the navigation path.

  • Select the step and add the category in the Category Title field.

Note

When you edit an analysis step that is assigned to multiple categories, the changes take effect in all categories in which this step is used.

To create or edit an analysis step, enter the following:

Field Explanation
Step Title The title displayed in the analysis step gallery and with the thumbnails in the analysis path display.
Step Long Title The title displayed above the representation in the analysis step display. If no long title is defined, the title entered in the Step Title field is used instead.
Category Title

The categories in which the analysis step is displayed in the analysis step gallery. At least one category must be entered here. When first creating a step, this field is already filled with the category in which you create the step. You can enter additional categories so that the step is displayed in all of these categories.

You can also remove category assignments here and you can use this field to change the category assignment of a step by selecting a different category from the value help. This is particularly useful if you copy a step and then want to assign it to a different category.

Request

Here, you enter information for the request that defines the data provisioning for the analysis step.

Field Explanation
Service Path to the OData service root.
Entity Set Entity set that corresponds to the SAP HANA view.
Properties

The drill-down dimensions, measures, and additional information, for example, the currency, used in the step.

Ensure you select only those properties that shall be displayed in the representation.

Selectable Property The property that is selectable in the chart. If nothing is entered here, nothing can be selected in any representation of this step.

Filter Mapping

Filter mapping is useful when a selection that can be made in one analysis step cannot be handled by a subsequent step. In this case, the system determines the source filter property based on the selections made in a chart and maps them to another filter that can be used in the requests for subsequent steps in the path (target filter property). Filter mapping is optional, that is, if the fields are not filled, no filter mapping is required for this step.

Define the lookup request that maps the source filter properties to the target filter properties as follows:

Field Explanation
Service Path to the OData service root.
Entity Set Entity set that corresponds to the SAP HANA view.
Target Filter Property Filter property that the selectable property shall be mapped to. This is a filter property that can be used in the request for subsequent steps.
Keep Selected Property as Filter Determines whether the source filter property is kept in the cumulative filter in addition to the mapped filter property.

Corner Text for Thumbnails

Field Explanation
Corner Text for Thumbnail

The texts that are displayed in the four corners of the step thumbnail in the analysis path display. All of them are optional.

Corner texts entered at step level are used as default for the corner texts at runtime as long as no text has been maintained at representation level for the specific corner. They are also used to prefill the corner text fields at representation level.

When you change a specific corner text at step level, this change is reflected in the representation and at runtime only if the corresponding field has not yet been edited on representation level.

At runtime, the steps are displayed in the analysis step gallery in the same order as they appear in the tree structure. You can change the order of the steps by moving them up or down the tree structure using the arrow icons. The order of the steps can be defined for each category individually, that is, steps can have a different order in different categories.