Angles for SAP from insightsoftware

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EditWith Angles for SAP, you can create your own Angles, Displays, Dashboards, and Templates, and customize them to answer your specific business questions. You can edit many of the basic characteristics of the items you create. This section explains how you can customize your items.Note: This functionality is only available if you have sufficient privileges. Your privileges are maintained ...
Editing an Angle
Editing an AngleNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can customize and edit the characteristics of an Angle.Editing the Angle details: Editing the Displays of the Angle:Adding a Display to an AngleEditing a DisplaySetting a default DisplayDeleting a Di...
Personalize an Angle
Personalize an AngleNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can personalize your Angles by adding your own name and description. You can also add a personal note to an AngleTo change the name and description of an Angle Execute the Angle (see...
Editing the labels of an Angle
Editing the Labels of an Angle You can edit the Labels of an Angle to make it easier to find it with the search. Depending on the configuration of your Angles for SAP system, you can select the applicable Business Processes, and additional custom search label categories may be available. for more information about editing the labels of your Angle, see the following :...
Editing the tags of an Angle
Editing the Tags of an AngleYou can add Tags to an Angle to use them as a custom search filter later. Your system administrator might already have created a custom search label that meets your demands. Make sure to check the available Labels before adding your tag. To edit the tags of an Angle Execute the Angle (see Executing an Angle or Template ). The ...
Adding a Display to an Angle
Adding a Display to an AngleYou can add Displays to Angles that you have created. You can add a Display to an Angle in the following ways:Create a new Display inside the Angle.Copy an existing Display to the Angle (see Copying a Display). To create a new Display On the Search results page , find the Angle to which you want to add a new ...
Adding a Jump to an Angle
Adding a Jump to an AngleNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . When you add a Jump to an Angle, it is added to all Displays in that Angle by default. You cannot add a Jump to a validated Angle (see Unvalidating an Angle).Note: Adding a Jump to an Angle can...
Removing a Jump from an Angle
Removing a Jump from an AngleNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You cannot remove a Jump from a validated Angle. See Unvalidating an Angle. To remove a Jump from a Display Execute the Angle ...
Copying an Angle
Copying an AngleNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can copy Angleswithin a model, or from one model to another model, if it is part of your Angles for SAP system. To copy an Angle to another system, use the import and export functionality (see Import...
Converting an Angle to a Template
Converting an Angle to a TemplateNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can convert an Angle to a Template. This Template can be used as a starting point for creating other Angles.After executing this procedure, the original Angle will no longer be avail...
Performing a mass change
Performing a Mass ChangeYou can perform a mass change on multiple Angles and/or Templates simultaneously. You can change the status, add or remove labels, such as business processes, and add or remove tags. All these settings enable to you refine your search.Note: When performing a mass change, all selected items must be part of the same Model.To perform a mass changeOn the Search results page,...
Editing a Display
Editing a DisplayNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can customize your Displays to focus on and visualize the data that you are interested in.Customizing the DisplayChanging the Display name and descriptionCopying a DisplayDisplay type-specific optio...
Personalize a Display
Personalize a DisplayNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can personalize your Displays by adding your own name and description.To change the name and description of your Display Execute the Angle that contains the Display (see ...
Copying a Display
Copying a DisplayNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can copy and paste a Display within an Angle or to another Angle.To copy and paste a Display Execute the Angle that contains the Display (see Executing an Angle or Templa...
Setting a Default Display
Setting a Default DisplayYou can select a Default Display for your Angle. This Display is opened when you execute the Angle.To set a Default Display Execute the Angle that contains the Display (see Executing an Angle or Template ). The Angle results page opens. Find the Display in the Displays pane . If there are many Displays, the Disp...
Setting a Default drilldown Display
Setting a Default Drilldown DisplayYou can use the Drilldown option to take a closer look at the underlying data of your Displays. The Default drilldown Display is the Basic List, but you can select another Drilldown Display for your Charts and Pivots.To set a Default drilldown Display for a Chart or Pivot Execute the Angle that contains the Display (see Executing an...
Setting the default Excel template for a Display
Setting the Default Excel Template for a DisplayThe default Excel template that is used for exporting your Displays is defined by your system administrator in the IT Management Console. You can override this default with your own template inside the Display.To set the default Excel template for a Display Execute the Angle that contains the Display (see Executing an A...
Making a Display available externally
Making a Display Available ExternallyYou can make a Display available externally using the Gateway driver. Make sure that AnglesGateway is installed on your machine before executing the steps below.Note: You cannot set up external access to Displays that belong to Templates. Create an Angle first.To make a Display available externally Execute the Angle that contains the Displa...
Editing a List
Editing a List In addition to the general Display options, a Pivot Display can be customized by editing the data and axes . Adding a field (List)Rearranging the fieldsFormatting a field (List)Sorting the fieldsRemoving a field (List)Related topicsEditing a DisplayEditing a ChartEditing a Pivot
Adding a field to a List
Adding a field to a ListYou can add extra fields to your List in the Angle that contains it.To add one or more fields to your List Execute the Angle (see Executing an Angle or Template ). The Angle results page opens. Find the Display in the Displays pane . If there are many Displays, the Display tab of the Display might not be immedia...
Rearranging the fields
Rearranging the fields of a ListYou can reorder the fields in a List to move related fields closer together.To rearrange the fields Execute the Angle that contains the Display (see Executing an Angle or Template ). The Angle results page opens. Find the Display in the Displays pane . If there are many Displays, the Display tab of the ...
Formatting a field in a List
Formatting a field in a ListYou can format the data that a field in a List shows. Options vary based on the data type of the field.To format a field Execute the Angle (see Executing an Angle or Template ). The Angle results page opens. Find the Display in the Displays pane . If there are many Displays, the Display tab of the Display mi...
Sorting the fields
Sorting the fields in a ListYou can sort a List by the content of one or more of its fields.To sort the fields Execute the Angle that contains the Display (see Executing an Angle or Template ). The Angle results page opens. Find the Display in the Displays pane . If there are many Displays, the Display tab of the Display might not...
Removing a field from a List
Removing a field from a ListNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can remove a field from a List if it is not relevant to your business question.To remove a field Execute the Angle that contains the Display (see Executing an ...
Editing a Chart
Editing a Chart In addition to the general Display options, a Pivot Display can be customized by editing the data and axes . Changing the type of a Chart - Change the visual representation that the Chart uses.Editing the Chart options - Change the axis titles and scale, show the legend, etc.Editing the content of a Chart - Add, remove, sort, ...
Changing the type of a Chart
Changing the Type of a ChartNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can change the type of your Chart if the data set you use supports it.To change the type of a chart Execute the Angle that contains the Display (see Executing ...
Editing the Chart Display options
Editing the Chart Display OptionsNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can customize the way the Chart is presented.To edit the Chart options Execute the Angle that contains the Display (see Executing an Angle or Template )....
Editing the content of a Chart
Editing the Content of a ChartNote: This functionality is only available if you have sufficient privileges. Your privileges are maintained by your system administrator in the IT Management Console . You can edit each axis of a Chart to customize it according to your preferences. You can choose a different field, change the grouping, and more.To edit the content of a Chart Execute the...
Using a reference line or band
Using a Reference Line or BandWith a reference line or band, you can focus on a certain value or range of values in your Chart. A reference line focuses on a specific value, and a reference band focuses on a certain range of values. You can add a reference line or band to the following Chart types:AreaBarBubbleColumnLineScatterTo work with a reference line or band Execute the Angle ...
Sorting the data in a Chart
Sorting the Data in a ChartYou can sort the data in your Chart to make interpreting the data easier.To sort the data in a Chart Display Execute the Angle that contains the Display (see Executing an Angle or Template ). The Angle results page opens. Find the Display in the Displays pane . If there are many Displays, the Display tab of ...
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