SAC Report Broadcasting - Blog 1 - Imported Data

[Gem_Regan]

Introduction

Hello and welcome to this blog series where I will be discussing the functionality of report broadcasting in SAC. I will address the following points:

• Setting up
• How to create publications
• View and Modify your Scheduled Publications
• SAP and non-SAP Users
• Data Validation and Refresh

Setting up

The first step you need to take to set up SAC report broadcasting is allowing the tenant to schedule a publication. You can set up the tenant so that SAC can publish to either SAP users or non-SAP users or both.

1. Login to your SAC tenant
2. Go to System >> Administration. Click on the System Configuration tab and toggle the two schedule publication options on.

How to create publications

1. Go to your files in SAC
2. Select the story or analytical application you want to schedule for publication. Choose the Share option and select Schedule Publication.

1. The Schedule Publication window will open. Here you will add your publication information such as event name, start date etc.

Name	Give your Schedule a name
Start Date	Give your schedule a start date and time. You can add a recurrence so that the publication is scheduled to recur every day/ week/ month etc. You can also add details about ending the recurrence.
File Type	You can choose between either a PDF, PowerPoint or CSV
Email Subject	This is the subject for the email which would be delivered to the recipients
Email Message	This is the message body for the email which would be sent to the recipients over email
Email Delivery Options	You can choose which email delivery option you’d like: ·       Attachment ·       Attachment and Preview Inline ·       Preview Inline
Include link to story	If you select this checkbox, the story/ analytic application link would be sent along with the email.

1. Add details to the Distribution heading

SAP Analytics Cloud Recipients	Add SAP users or teams to this view
Non-SAP Analytics Cloud Recipients	Add non-SAP users to this view e.g. joe.bloggs@hotmail.com . You can input a maximum of 3 non-SAC users.
Story view	You can choose the story, global bookmarks or my bookmarks.
File Name	The name the file will appear under in your email as a attachment

1. Click on Create. This will set up a schedule a publication.

View and Modify your Scheduled Publications

1. Go to the Calendar app in SAC

1. You can see in Calendar, your scheduled publication events and its recurrence.

1. You can also edit you’re a recurrence event. Select the recurrence event from the calendar view and on your right side, a new panel opens where you can modify.

SAP and Non-SAP Users

You can schedule a publication to be sent to both SAP users and non-SAP users. SAP users are users who have been given a user license for their SAC tenant. They are users who can login to their tenant and view/ create model, stories etc.

Non-SAP users are users who do not have access to the SAC tenant. These email addresses would be considered personal addresses rather than work addresses. You can have a maximum of 3 non-SAP users assigned to a scheduled publication.

Data Validation and Refresh

It is important for the data in the scheduled publications are up to date an accurate especially if they are recurring. A user does not want to receive the wrong data or the same data that they received in last week’s report.

Data imported from a CSV file:

If data imported from a CSV file is used to create a story/ analytical application dashboard in SAC, this data will need to be updated manually.

Conclusion

In summary, SAC report broadcasting offers a powerful tool for automating your data distribution. By carefully setting up your tenant and creating well-defined publication schedules, allows you to efficiently manage and deliver relevant reports to both SAP and non-SAP users. This capability not only enhances your reporting efficiency but also ensures that stakeholders receive timely and accurate information, ultimately supporting better decision-making and communication within your organisation.