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Simplify Navigation with the Updated SAP Analytics Cloud View Mode Toolbar

February 22, 2021

Blog
Author
Wendy McGrath Wendy McGrath
Wendy McGrath is an SAP Analytics Cloud Senior User Assistance Designer and Video Journalist with the SAP HANA & Analytics Design Team.

Hello – I’m Wendy McGrath, Senior UA Designer here at SAP. The enhancements made to the view toolbar in SAP Analytics Cloud is one of the great new changes you can expect in QRC 1 Release 2021.

Have you ever felt the frustration of walking into your regular supermarket only to find they’ve moved items around? You’ve grown accustomed to taking those extra steps to the baked goods section. Why have they done this to me, you wonder…? But then, you notice how much more intuitively positioned the items are. Before you know it, the change makes sense, and everything feels even better!

Let’s look now at the five main changes to the SAP Analytics Cloud view mode toolbar that will make viewing your stories and analytic applications even more streamlined and intuitive.

The five main changes are:

  1. Easier Navigation Through Multiple Story Pages
  2. Grouped Functions, Fewer Icons, and Quicker Function Access
  3. Prominent Publish Data Function
  4. More Space for Your Content
  5. Curated Role Based Experiences

Easier Navigation Through Multiple Story Pages

It's not unusual to build up many story pages as you prepare your analysis. Navigating horizontally through all that valuable content can be quite challenging.

Figure 1. The previous view mode toolbar – horizontal scrolling.

To alleviate the need to continuously scroll sideways, we enhanced page navigation to give you an overview of all page tabs as a drop-down menu. This approach makes it much easier to jump from page to page in your story. Don’t worry if you want to keep your current page view – it's still possible to choose your preferred navigation settings.

 Figure 2. The new view mode toolbar – new page navigation.

Grouped Functions, Fewer Icons, and Quicker Function Access

When looking at icons on a toolbar, it should immediately be clear what functions are behind each one. This wasn’t always the case with the previous view mode toolbar.

We all notice that extra mouse-click when there just shouldn't be one. When going through your normal workflow, your most used functions should be easily accessible, with priority given to the most important ones, like filters and bookmarks.

Figure 3. The previous view mode toolbar – multiple icons.

In the new view mode toolbar, functions are grouped together into sections. You can now easily find the functions by name. Single buttons and drop-downs are rearranged for greater consistency, and to give you a more intuitive overview of your options.

Figure 4. The new view mode toolbar – functions grouped into sections.

The new view mode toolbar sections are File, Edit, Tools and Display, as seen in the screenshots below.

Figure 5. New File section.

Figure 6. New Edit section.

Figure 7. New Tools section.

Figure 8. New Display section.

Figure 9. New Edit section for analytic applications.

Figure 10. New Display section for analytic applications.

Figure 11. New Tools section for analytic applications.

(Note: From Figure 12. below, you can see that when working with analytic applications there’s no File section in view mode.)

Figure 12. The new view mode toolbar in analytic applications – functions grouped into sections.

The new quick access buttons shown in Figure 13. below make it easier for you to reach the functions you use most often, whether you’re a planner or BI analyst viewing stories or analytic applications. Only quick access buttons that are relevant to your workflow are displayed.
(Note: When working with analytic applications specifically, there’s also a Prompt quick access button.)

Figure 13. New Quick Access Buttons.

Prominent Publish Data Function

Important functions like data publishing in planning were previously hidden in multiple menus in the previous SAP Analytics Cloud view mode toolbar. When you’re ready to publish your story, you just want to get on with it, right?

With the new, front-and-center Publish Data button, you can quickly publish, or revert your edits to public versions. The overall publishing workflow was also improved to make your publishing life much easier.

Figure 14. The previous view mode toolbar – hidden functions.

As a planner, you’ll also see that common planning functions like Version Management and Allocate now appear more prominently in view mode.

Figure 15. New view mode – Publish Data.

More Space for Your Content

The previous view mode toolbar simply took up too much vertical space. Even in full screen mode, the ever-present tab bar also took away valuable real estate from your content. This was particularly noticeable on smaller screens.

Figure 16. The previous view mode toolbar- distracting tab bar.

Figure 17. The previous view mode toolbar – too much vertical space.

To reduce the visual clutter and the vertical space, the tab bar is now hidden by default. This leaves more room dedicated to analytical content in your story.

Figure 18. The new view mode toolbar – hidden tab bar.

To reduce the visual clutter further, you can completely hide the toolbar in view mode, and of course, bring it back again when you need it.

Figure 19. The new view mode toolbar – fully hidden.

To see a condensed version of the toolbar again, just hover over the top of the screen.

Figure 20. The new view mode toolbar – the toolbar functions returned.

Curated Role Based Experiences

If you're a planner or a BI analyst working on a story or analytical application, you only want to see the functions tailored to your specific workflow requirements. You have enough to think about without having to scan through menu items that are irrelevant to your workflow.

The new view mode toolbar distinguishes between different SAP Analytics Cloud users and displays the toolbar functions relevant to you according to the role you logged in with. For example, when logged in as a BI analyst, planning functions will be hidden as they aren’t relevant to your workflow.

Summary

The new toolbar from SAP Analytics Cloud aims to make your life easier while navigating stories and analytic applications in view mode. You can quickly get to the most used functions in your workflow with quick access buttons and move more easily through stories with a lot of pages. The new full screen mode completely hides the toolbar, so you can focus more on your content. But, if you want to see a condensed version of the toolbar again, just hover over the top of the screen. The streamlined toolbar makes it easier to work with planning model data. Common functions like Version Management and Allocate are more prominent, and the new Publish Data button lets you quickly publish or revert your edits to public versions.