openSAP Roambi1 Week 1 All Slides PDF

Week 1 Unit 1: Introduction
Introduction
The next 3 weeks
What to expect in
the next 3 weeks
© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 2

Introduction
Curriculum flow
1 2 3 4
Introduction Publishing Deployment Final Exam
 Introduction  Publishing a Card View  Refreshing Data – Part 1

 Where to Find Help  Publishing Pulse and  Refreshing Data – Part 2
Squares Views
 Hands On with Mobile  Publishing SAP
Apps  Publishing Layers and BusinessObjects Roambi
CataList Views Flow Magazines
 Hands On with the
SAP BusinessObjects  Publishing Cardex and  Publishing SAP
Roambi Publisher PieViews BusinessObjects Roambi
Flow PDF Documents
 Administration and  Publishing Trends and
Configuration SuperList Views  Best Practices
Weekly Weekly Weekly

Assignment Assignment Assignment

Introduction Watch the
Cumulative points lead to record of achievement deadlines !
Participate in Weekly Final Exam Record of

Assignment (Weeks1-3) (Week 4) Achievement
3 Assignments 90 Points When results above

3 x 30 = 90 Points 90 points

Introduction
Audience assumptions
The audience for “Getting Started with SAP BusinessObjects Roambi”

1. Customers ready to implement
2. SAP partners
3. SAP consultants
Objectives
 Understand the functionality and capabilities
 Learn how to configure and administer the SAP BusinessObjects Roambi account
 Learn how to create the different visualizations
 Learn about data integration options
 Learn how to create content in Roambi Flow to add context to the SAP
BusinessObjects Roambi views

Introduction
Requesting access to hands-on system
Customer SAP Partner SAP Consultants
Link Link Link

Request a trial account SAP BusinessObjects Roambi SAP BusinessObjects Roambi
Partners Demo Account Services Demo Account
Requires: Requires:
Invitation to participate in Invitation to participate in
SAP BusinessObjects Roambi SAP BusinessObjects Roambi
Partners Organization. Services Organization.
Check with SAP partner Check with the SAP services
account manager manager for your region

Introduction
“Mobile first” analytics with a user-centric experience
Introducing SAP BusinessObjects Roambi, which provides cloud-

based analytics designed expressly for mobile data consumers. Through a mobile app or Web
application,
SAP BusinessObjects Roambi:
Spreadsheets  Offers a powerful platform
for data visualization and
publishing
 Transforms data from diverse
Databases sources into rich, interactive
BusinessObjects
experiences for mobile
CRM systems users
Content Portals
 Allows you to publish reports,
dashboards, and analytics for
data consumers – anytime
Business Intelligence and anywhere

Introduction
Instant insight with the simplicity of a consumer app
Most data visualization and publishing tools are designed for

the desktop, but today’s users expect business tools to be
as easy to use as consumer apps. SAP BusinessObjects
Roambi brings data to life with an intuitive user interface
designed specifically for mobile access.
The solution features

 Multi-touch data visualizations
 Engaging, intelligent, and interactive user experience
 Offline capability
 Ability to combine data from multiple sources in one app
 Powerful data accessibility
 Instantaneous response times
 Latest mobile features for content creation and sharing

Introduction
Modern analytics for the digital age
SAP BusinessObjects Roambi gives data consumers

instant access to critical business information:
 from any place
 with or without Internet access
 on mobile devices or desktops
Part of the analytics solution portfolio from SAP

– SAP BusinessObjects Roambi – features a
modern, mobile-first design that helps users
understand data, intuitively explore it, and share
it across the business.

Introduction
Full featured platform
Set Up & Control: Create & Manage: Enable & Disable: Design & Deploy:
 Users  Folders  Application  Custom Themes
 Groups  Source Files Security Settings
 Settings  Roambi Files

Introduction
Secure
At Rest and in Transit: Roambi Security: Device Security:

 Physical Security for  User & Group MGMT  File Expiration
Data Centers  File & Folder MGMT  Application Lock Out
 Intrusion Detection  SSO with SAML  File Recall
System  Application Passcode
 SSL Encryption  Remote Block/Wipe

Introduction
Template approach

Introduction
Template benefits
 Acceleratime-to-deployment
 Consistency of design and usage across multiple BI
systems & sources
 Cutting edge design: Leverages multi-touch, screen
rotation, etc.
 Templates designed to cover multiple
use cases
 Deploy once for
 iPhone 4, 5, 6…
 iPad 2, 3, Mini, Air…
 iPod
 Selected Android & Windows Devices
 Chrome
Introduction
Template availability
Card
Layers
Pulse
CataList
SuperList
PieView
Cardex
Trends
Squares iPad only

Thank you
Contact information:
open@sap.com
© 2016 SAP SE or an SAP affiliate company. All rights reserved.
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Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
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affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and
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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop
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looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

Week 1 Unit 2:
Where to Find Help
Where to Find Help
SAP BusinessObjects Roambi – Mobile app help
iPhone help iPad & cross-platform app
Press this icon

to find the Help
button

Where to Find Help
SAP BusinessObjects Roambi – Publisher & Administration help
Publisher Home screen Inside the Publisher
Quick introductory videos

Where to Find Help
Key SAP support links
support.sap.com
help.sap.com
service.sap.com
training.sap.com
Roadmap
Roambi.com

Where to Find Help
SAP ONE Support Launchpad
https://lauchpad.support.sap.com
The SAP ONE Support

Launchpad provides access to
support resources in a single,
intuitive interface

Where to Find Help
How to log an SAP BusinessObjects Roambi incident
https://lauchpad.support.sap.com
Component Description
The SAP ONE Support
BI-ROM-APP-IOS iOS Client Application
Launchpad provides access to
support resources in a single,
intuitive interface BI-ROM-APP-WIN Analytics Windows 10 App
When logging an “incident” or

BI-ROM-APP-AND Analytics Android App
“ticket”, you select a “component”
to help SAP route your incident to
the best available resources BI-ROM-CRM-VIEW Desktop Chrome Viewer
BI-ROM-CLD-PUB-BI Cloud Publisher

Read this how-to-guide:
Incident Management BI-ROM-APP-IOS-FLOW Roambi Flow client app

Thank you
open@sap.com

Week 1 Unit 3:
Hands On with Mobile Apps
The SAP BusinessObjects Roambi experience
Understand the numbers Tell the story
With two stunning apps, SAP BusinessObjects Roambi lets you understand the numbers and tell the story behind them.

Where to get the apps
Android phones and Surface or Windows

iPhones, iPads on iOS
tablets running Android devices running
9 and higher
KitKat 4.4 or higher OS Windows 10 or higher
Apple iTunes Store Google Play Store Windows App Store

SAP BusinessObjects Roambi – Card view
The Card view connects all of your vital

metrics in one simple, customizable display.
Combine individual charts, metrics, or plain
text in a panel of analytics and provide
simple access to other views. It’s the mobile
dashboard perfected.
Features:
 Filters
 Multiple chart visualizations
 Comparison charts
 Linking

SAP BusinessObjects Roambi – Pulse view
Expresses the relationships between key

performance indicators over time.
Clear, visual comparison tiles highlight
dependencies across metrics so users can
easily understand important trends in an
animated, vivid display.
Features:
 Visual metric relationships
 Animated responsiveness
 Dynamic trend indicators
 Historical trend comparisons

SAP BusinessObjects Roambi – Layers
Roambi Layers was crafted to deliver a broad

perspective of information in a layered format.
This approach allows users to browse
summary metrics and trends, which are
supported by underlying layers of granular
detail. Simple pinch gestures expand or
contract layers of data for real-time, ad hoc
analysis.
Features:
 Expansion/Contraction
 Layers of granularity
 Micro charts
 Hide or reorder columns

SAP BusinessObjects Roambi – CataList
Organizes your data into hierarchical,

categorized lists, with the ability to drill
down into the details. You can also
compare or analyze different sets of data,
simultaneously.
Features:
 Micro charts with growth calculation
 Interactive card charts
 Search for any record
 Sort by any metric

SAP BusinessObjects Roambi – SuperList
The ultimate user experience in viewing a

spreadsheet on a mobile device – letting you
smoothly navigate through rows keeping
titles in place.
Provides a whole suite of powerful options –
including sorting…filtering…column
reordering…and instant charts.
Features:
 Instant charts
 Filters
 Hide/Show columns with reordering
 Sort

SAP BusinessObjects Roambi – Cardex
Makes it easy and intuitive to find and

access just the information you are
looking for. Rather than scanning rows
and rows of data, simply finger through it
as virtual cards, neatly organized and
tabbed, just like your filing cabinet.
Features:
 Filters
 Search
 Bookmarks
 Tabs

SAP BusinessObjects Roambi – PieView
Fully interactive, graphical summary of the

top performers in any defined metric.
Change the metric with a swipe, or drill
down into details with the touch of a finger.
Conduct side-by-side comparisons of
different data and charts.
Features:
 Interactive Card charts
 Bookmarks
 Search

SAP BusinessObjects Roambi – Trends
A powerful dashboard-style interface that

lets you track the performance of all your
important metrics over different periods of
time – and helps you identify trends in your
data, using built-in trend line algorithms.
Features:
 Filters
 Search
 Bookmarks
 Tabs

SAP BusinessObjects Roambi – Squares
Delivers quick, visual, comparative analysis

through a colorful, dynamic heatmap.
Roambi Squares provides a grid of
interactive, color-coded comparisons that
come alive with deeper information at the
touch of a finger.
Features:
 Fisheye zoom
 Sorting
 Configurable parameters
 Dynamic color coding

SAP BusinessObjects Roambi – Roambi Flow
Roambi Flow lets you easily create rich,

multi-touch publications that let you
surround your analytics with context and
tell the story behind the numbers.

Thank you
open@sap.com

Week 1 Unit 4: Hands On with the
SAP BusinessObjects Roambi Publisher
Hands On with the SAP BusinessObjects Roambi Publisher
Multitenant cloud
Organization 1 (POC) Demonstration Portal Organization 2 (POC)
Customer A Customer B
SAP SE
SAP BusinessObjects Roambi is hosted on a secure multitenant cloud, where each organization is segregated.
A single user (e.g. SAP SE) can be a member of multiple Roambi organizations.

SAP BusinessObjects Roambi Publisher
Import
data from anywhere
Transform
into stunning visualizations
Share
with anyone
The Roambi Publisher designed for the iPad

Log into the Publisher
https://business.roambi.com

The Analytics project gallery

The Roambi Flow project gallery

Thank you
open@sap.com

Week 1 Unit 5: Administration
and Configuration
Administration and Configuration
Full featured platform
Set Up & Control: Create & Manage: Enable & Disable: Design & Deploy:
 Users  Folders  Application  Custom Themes
 Groups  Source Files Security Settings
 Settings  Roambi Files

Security features
At Rest and in Transit: Roambi Security: Device Security:

 Physical Security for  User & Group MGMT  File Expiration
Data Centers  File & Folder MGMT  Application Lock Out
 Intrusion Detection  SSO with SAML  File Recall
System  Application Passcode
 SSL Encryption  Remote Block/Wipe

Administration overview
 The Organization
 People & Groups
 Library
 Themes
 Security
 Single Sign-On
 API Clients
 Customization
 Reports

People and Groups
 Users
 Members –
– Listing of all active members
– Adding new members via single or
bulk load invites
 Invitations
– Shows outstanding invitations that
have not yet been accepted
 Groups
 Creation of Groups
 Assignment of Members to Groups

People and Groups
 Creation of Groups
 Assignment of Members to Groups

Library
 Folders & Files

 Personal Folders
 Sync Folders

Library folders and files
 Manage folder options:

 Permissions
 Sync Status

Themes
 Creating a New Theme

 Setting the Theme Properties
 General
 Palettes

Themes and Palettes
 To change colors, click the palette

name and select the color for each
of the 10 available data series

Application settings: Analytics and Roambi Flow
 Allows you to control each of the device-

level sharing options
 Email / SMS / Calendar all contain links to
Roambi Views to download
 Screenshot – photo embedded into an email
 Flow settings include Audience & Leave
Behind controls

Security
 Invitation Settings
 Default role
– (Viewer, Publisher, or
Administrator)
 Application Settings
 Application Passcode (On/Off)
 Offline Only
 Passcode Size

Single Sign On
 Enabling SAML v2.0 integration

 Sign-In / Sign-Out Page
 Verification Cert
 Metadata (download)
 ACS URL
 Issuer

API Clients
 Create a new API Client

 Name
 Redirect URI
 Description
 Terms of Use acceptance
 After creation, you can view
 Consumer Key
 Consumer Secret
 Redirect URI

Thank you
open@sap.com

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Week 1 Unit 1: Introduction

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 2

Introduction Publishing Deployment Final Exam

 Introduction  Publishing a Card View  Refreshing Data – Part 1

Weekly Weekly Weekly

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 3

Participate in Weekly Final Exam Record of

3 Assignments 90 Points When results above

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 4

The audience for “Getting Started with SAP BusinessObjects Roambi”

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 5

Customer SAP Partner SAP Consultants

Link Link Link

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 6

Introducing SAP BusinessObjects Roambi, which provides cloud-

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 7

Most data visualization and publishing tools are designed for

The solution features

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 8

SAP BusinessObjects Roambi gives data consumers

Part of the analytics solution portfolio from SAP

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 9

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 10

At Rest and in Transit: Roambi Security: Device Security:

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 11

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 12

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 14

National product specifications may vary.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 16

iPhone help iPad & cross-platform app

Press this icon

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 2

Publisher Home screen Inside the Publisher

Quick introductory videos

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 3

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 4

The SAP ONE Support

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 5

When logging an “incident” or

BI-ROM-CLD-PUB-BI Cloud Publisher

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 6

National product specifications may vary.

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 8

Understand the numbers Tell the story

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 2

Android phones and Surface or Windows

Apple iTunes Store Google Play Store Windows App Store

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 3

The Card view connects all of your vital

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 4

Expresses the relationships between key

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 5

Roambi Layers was crafted to deliver a broad

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 6

Organizes your data into hierarchical,

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 7

The ultimate user experience in viewing a

© 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 8