Q. A company has different teams, such as Sales, Marketing, and Finance, using SAP Analytics Cloud. Each department needs a personalized home screen that shows only relevant dashboards, reports, and applications.
How would you customize the home screen for each department so that users only see the content relevant to their roles?
Ans: To customize the home screen in SAC for each department, so that each department can see only the relevant data to their roles, we can perform a combination of functionalities including roles, teams and custom home screen.
Here’ is the approach we can follow:
– Organize the list of users into teams or roles, based on their departments such as sales team, marketing team, or finance team.
– Now create department-specific content such as specific dashboards, reports, and applications for each department.
– Once done, create custom home screens for different roles and teams.
– Now assign the content to the home screens. Add all the links, tiles, and content widgets to link the dashboards or reports. We can also use content groups that are only visible to specific teams.
– Use the content access, to provide permission for those who can view or edit the content. This will help ensure that salesperson will not see finance data and vice versa.
This way we can customize the home screen for each department so that users can only see the relevant content for their roles.
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