Q11. You are working as an administrator for a sales team in SAP Analytics Cloud. The sales team frequently needs to access a specific report that includes key metrics for sales performance, such as revenue, targets, and growth percentage. The team members have requested a way to quickly access the same report with the same filters applied, as they have to do this daily.
How would you set up a bookmark for the sales team to allow them to quickly access this report with predefined filters and settings?
Ans: To set the bookmark in SAC for the sales team, to quickly access the reports with pre-defined filters and settings, we can follow some steps which include:
– Open the required report or story which contains all the sales performance metrics such as revenue, target, or growth percentage.
– Now set the filters to specific values that the sales team needs. These filters can be saved as bookmarks so that we can easily configure them as per the requirement.
– Now, save the bookmark and name it. Add the description as well.
– We can also choose if we want the bookmark to be personal or shared. For shared one, proper permissions to view and access is required.
– Save the bookmark.
– Once we save the bookmark, team members can easily go to the bookmark section and open the report with the same filters and settings. This will help them provide quick access to daily view without having to apply the filters manually.
Thus, this is how we can create multiple bookmarks if different views of the reports are required by different team members.
This will save time and ensure all the accesses will be provided on time. This will enhance productivity.
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