Getting Started4
Getting Started4
Public
Warning
This document has been generated from SAP Help Portal and is an incomplete version of the official SAP product documentation.
The information included in custom documentation may not reflect the arrangement of topics in SAP Help Portal, and may be
missing important aspects and/or correlations to other topics. For this reason, it is not for production use.
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Click the Activate Account button to connect to the server and set your password.
The SAP Datasphere homepage gives you access to recent objects, quick actions, and blog posts (see The SAP Datasphere
Homepage).
Card Description
Welcome Card Click Learn More to watch our getting started video and access useful links.
SAP Datasphere Blog See recent posts from the SAP Datasphere Blog.
Only users assigned to the DW Administrator role (or with equivalent privileges) can create
spaces.
Click the link at the bottom of the card to go to the Space Management start page.
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Card Description
Enable Show Only Errors to filter the list to show only objects with errors.
Only users assigned to the DW Modeler or DW Space Administrator role (or with equivalent
privileges) can create Data Builder objects.
Click the link at the bottom of the card to go to the Data Builder start page.
Only users assigned to the DW Modeler or DW Space Administrator role (or with equivalent
privileges) can create Business Builder objects.
Click the link at the bottom of the card to go to the Business Builder start page.
For more information about the Business Builder, see Modeling Data in the Business Builder.
Data Integration Tasks See your most recently-access data integration task runs.
Enable Show Only Errors to filter the list to show only runs with errors.
Click the link at the bottom of the card to go to the Data Integration Monitor start page.
For more information about the Data Integration Monitor, see Managing and Monitoring Data
Integration.
To reorganize the cards in your homepage, click a card header and drag it to reposition it.
Tool Description
Auto-Refresh Data Enable this switch to refresh the card data in real-time. By default, the data is loaded when you
navigate to the homescreen and will not be refreshed.
Customize Click here to open the Settings dialog and enable or disable the display of each of the homepage
cards.
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Introduction to Spaces
Create Spaces
Introduction to Spaces
You may be assigned to one or more spaces. For each space you are assigned to, you can see all the objects in that space.
Many apps, such as the Data Builder, require you to select a space before you can open the app. When you select a space, the app
will then show you only the relevant objects that belong to that space. The Repository Explorer, by contrast shows you objects
from all the spaces you are assigned to, in order to give you a global view of all your objects.
Create Spaces
Only a tenant administrator can create spaces and assign resources to them.
In our simple example, the administrator creates four spaces with the following purposes:
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HR - Acquire, prepare, and model HR data.
Sales EU - Model EU sales data using data shared from the Sales and HR spaces
Sales US - Model US sales data using data shared from the Sales and HR spaces.
The administrator must add the spaces to scoped roles to allow the assignment of users with the appropriate role templates:
In our example, the administrator creates scoped roles to allow users to be assigned to the spaces with space administrator,
modeler, viewer, and consumer roles. They add users to the space administrator scoped roles, to allow these users to add other
users to the other roles for their spaces:
HR Modelers DW Modeler
HR
HR Viewers DW Viewer
HR Consumers DW Consumer
Sales US
Sales Viewers DW Viewer
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Administrators and space administrators can assign users to spaces via scoped roles.
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Space administrators and integrators can create connections to systems and other sources to allow data to be loaded into the
space.
In our example, the space administrators create connections to an SAP SuccessFactors system and an SAP S/4HANA system.
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In our example, the modelers acquire data from the SAP SuccessFactors and SAP S/4HANA connections via flows.
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In our example the modelers protect their loaded data with data access controls and model views into facts, dimensions, and other
semantic entities.
See:
Modelers can choose to share certain tables and views from their space to other spaces. Data shared in this way can then be
further modeled and consumed in the recipient spaces.
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In our example, the modelers in the HR and Sales spaces share views to the Sales EU and Sales US spaces.
Modelers can combine their facts and associated dimensions in analytic models and select measures and attributes to expose for
consumption in SAP Analytics Cloud, MS Excel, and other clients, tools, and apps.
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In our example, the modelers in all four spaces produce analytic models, which are exposed for consumption.
Consumers (or users with any other role) who are assigned to a space can consume the data exposed using SAP Analytics Cloud,
MS Excel, and other clients, tools, and apps.
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In our example, the three consumers use various clients, tools, and apps to consume and visualize the exposed data.
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User Account
Appearance
Home Screen
UI Settings
Privacy
User Account
Displays your name and email address.
Note
If you would like to set a profile picture for your user, there is no UI functionality to support this in SAP Datasphere. However,
you can set a profile picture by using a POST request with path /sap/fpa/services/rest/epm/security/photo and
upload a file of type jpg.
POST /sap/fpa/services/rest/epm/security/photo?filename=example_logo.jpg&uu
id=97DE06904D3AF7D31700CE0A318925D7&tenant=1 HTTP/1.1
In case there is an SAP Analytics Cloud tenant connected, you can switch to this tenant and upload the profile picture there
with UI support. For more information, see Edit Your Profile in the SAP Analytics Cloud documentation.
Appearance
Home Screen
Control the cards that you want to display on your homepage (see The SAP Datasphere Homepage). By default, all cards are
displayed.
Setting Description
Data Access Language Select the default language in which to display text data in SAP Analytics Cloud .
To choose the data access language, click (Product Switch) Analytics, open your Profile
Settings and edit your user preferences.
For more information, see Edit Your Profile in the SAP Analytics Cloud documentation.
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Setting Description
Example
8:48:53 AM or 8:48:53
11:03:31 PM or 23:03:31
Scale Formatting Select how to format the number scale. You can choose the system default, short (k, m, bn) or long
(Thousand, Million, Billion).
UI Settings
Controls whether the business or technical names of objects are shown by default in SAP Datasphere screens.
Note
By default, you see your object’s business name. To switch to its technical name, choose Show Technical Name. You will then
see the technical name in the Data Builder UIs for graphical views, SQL views, and ER models and in the Data Integration
Monitor UIs. You can switch back to show the business name at any time. Other UIs, such as the table editor, show both names.
Privacy
By default, SAP Datasphere keeps track of objects that you have viewed and provides access to those recent objects on the SAP
Datasphere homepage, in the Repository Explorer, and elsewhere. For example, in the Repository Explorer, you can select the
Recent option from the left-side navigation pane to display the last ten objects you accessed, created, or edited. In addition, if you
click in the search entry field in the Repository Explorer, the last ten successful search queries are shown in the autosuggest
selection box.
When you first log into SAP Datasphere, a popup dialog box prompts whether you want to disable tracking of objects you access,
create, or edit. Clicking the Manage Settings button brings you here where you can disable future tracking and optionally clear
previously tracked data..
To disable tracking of objects you access, clear the Remember My Searches and Opened Objects checkbox and click Save.
To clear any existing data for previous searches and recent objects you’ve accessed, click the Clear My Data button.
After disabling the tracking of accessed objects, or confirming the selection to clear tracked data, the changes will take effect
immediately. If you want to reenable object and search tracking, just reopen the Privacy settings dialog, select the Remember My
Searches and Opened Objects checkbox again, and click Save.
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Note
Your consent is valid for 365 days. If your consent will expire within the next four weeks, when you attempt to schedule new
tasks, SAP Datasphere displays a message warning that your consent is approaching its expiration date. After the consent has
expired, a log message informs you that future tasks you have scheduled to run will no longer be executed. Renew your consent
to resume task execution according to their original schedules.
For more information, see Scheduling Data Integration Tasks and Modify the Owner of a Schedule.
The following video shows you where to find what's new information and help in SAP Datasphere.
Help
To open the in-app help, click the question mark on the upper right hand corner.
A short description gives you a general idea what can be done on this screen. When you click on this short description, you get a
longer text with conceptual information, a step by step procedure or even a video tutorial.
Note
The in-app help is context sensitive. The help topics change depending on where you are in SAP Datasphere.
When the in-app help panel is open, click the megaphone icon to view the what's new topics.
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A short description gives you general information of the new or changed features sorted by SAP Datasphere version. When you
click on this short description, you get a longer and more detailed text about these new or changed features.
Acquiring Data
Users with a modeler role can import data directly into the Data Builder from connections and other sources, and use flows to
replicate, extract, transform and load data.
Space administrators and integrators prepare connections and other sources to allow modelers to acquire data (see Integrating
Data and Managing Spaces in SAP Datasphere).
The Import Entities wizard allows you to import entities from SAP S/4HANA Cloud and SAP S/4HANA on-premise systems with
rich metadata. See Importing Entities with Semantics from SAP S/4HANA.
The Import Entities wizard allows you to import entities from SAP BW∕4HANA and SAP BW bridge systems with rich metadata.
See Importing Entities with Semantics from SAP BW∕4HANA or SAP BW Bridge.
If your SAP Datasphere tenant is part of an SAP Business Data Cloud formation, then data can also be pushed from SAP BW via
the data product generator for SAP Business Data Cloud. See Integrating Data from the Data Product Generator for SAP Business
Data Cloud.
You can import remote tables to make the data available in your space from the Data Builder start page, in an entity-relationship
model, or directly as a source in a view.
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To get started: In the side navigation area, click (Data Builder), select a space if necessary, and click Import Import
Remote Tables . See Import Remote Tables.
By default, remote tables federate data, and each time the data is used a call is made to the remote system to load it. You
can improve performance by enabling replication to store the data in SAP Datasphere. Some connections support real-time
replication and for others, you can keep your data fresh by scheduling regular updates (see Replicate Remote Table Data).
To optimize replication performance and reduce your data footprint, you can remove unneccessary columns and set filters
(see Restrict Remote Table Data Loads).
To maximize access performance, you can store the replicated data in-memory (see Accelerate Table Data Access with In-
Memory Storage).
Once a remote table is imported, it is available for use by all users of the space and can be used as a source for views.
You can automate sequences of data replication and loading tasks with task chains (see Creating a Task Chain).
Data flows support a wide range of extract, transform, and load (ETL) operations.
To get started: In the side navigation area, click (Data Builder), select a space if necessary, and click New Data Flow to
open the editor. See see Creating a Data Flow.
To add a source to your data flow, drag it from the Source Browser (see Using the Source Browser).
In addition to connections, data flows can load and transform data from the following kinds of sources:
Open SQL schemas (see Integrating Data via Database Users/Open SQL Schemas)
HDI containers (see Exchanging Data with SAP HANA for SQL data warehousing HDI Containers).
Objects that are already in the SAP Datasphere repository (see Add Objects from the Repository).
You can automate sequences of data replication and loading tasks with task chains (see Creating a Task Chain).
Certain connections support loading data from multiple source objects to SAP Datasphere via a replication flow. You can enable a
single initial load or request initial and delta loads and perform simple projection operations (see Creating a Replication Flow).
The object store provides an inbound layer for staging large quantities of data cost-effectively.
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A user with an administrator role can create a space with SAP HANA data lake files storage in the object store. See Create a
File Space to Load Data in the Object Store.
Create local tables (file) to hold data. See Creating a Local Table (File).
If your SAP Datasphere tenant is part of an SAP Business Data Cloud formation, then data can also be pushed from
SAP BW via the data product generator for SAP Business Data Cloud. See Integrating Data from the Data Product
Generator for SAP Business Data Cloud.
Clean and prepare data via transformation flows. See Creating a Transformation Flow in a File Space.
Share local tables (file) to standard spaces to allow the data to be used as a source for flows, views, and analytic
models. See Sharing Entities and Task Chains to Other Spaces.
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Purchase data products from providers and download them directly into your space (see Purchasing Data from Data Marketplace).
You can become a data provider and offer your own data products for sale in Data Marketplace via the Data Sharing Cockpit (see
Data Marketplace - Data Provider's Guide).
You can create an empty local table ready to receive data from a CSV file or from a data flow (see Creating a Local Table).
You can import business content prepared by SAP and partners to support end-to-end business scenarios (see Importing
SAP and Partner Business Content from the Content Network).
You can import object definitions from a CSN/JSON file (see Importing Objects from a CSN/JSON File).
Preparing Data
Users with a modeler role can use views and intelligent lookups in the Data Builder to combine, clean, and otherwise prepare data.
For information about identifying the semantic usage of your entities and modeling them for consumption, see Modeling Data in
the Data Builder.
You can combine, filter, enrich and otherwise prepare data in views.
You can write SQL or SQLScript (table function) code in a powerful SQL editor (see Creating an SQL View).
To get started: In the side navigation area, click (Data Builder), select a space if necessary, and click New SQL
View to open the editor.
A subset of the SQL syntax supported by SAP HANA Cloud (see SQL Reference).
The SQLScript syntax for table user-defined functions in SAP HANA Cloud (seeSQLScript Reference).
You can prepare your data in a graphical no code/low code environment (see Creating a Graphical View).
To get started: In the side navigation area, click (Data Builder), select a space if necessary, and click New
Graphical View to open the editor.
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You can add and combine your sources by drag and drop (see Add a Source to a Graphical View, Create a Join in a
Graphical View, and Create a Union in a Graphical View).
You can refine, filter, and enrich your data in the diagram (see Reorder, Rename, and Exclude Columns in a Graphical
View, Create a Calculated Column in a Graphical View, Filter Data in a Graphical View, and Aggregate Data in a
Graphical View).
By default, views are virtual and must be run each time they are accessed. You can improve performance by persisting the
view (see Persist Data in a Graphical or SQL View).
Create a transformation flow to load data from one or more source repository tables, apply transformations, and output the result
to a target table. You can load a full set of data or only delta changes from each source table (see Creating a Transformation Flow).
You can browse the catalog to discover high-quality trusted data assets to use as sources in your views and other objects (see
Searching for Data Products and Assets in the Catalog).
You can visualize the objects that your object depends on (its lineage) and those that depend on it (its impacts) by opening
its impact and lineage analysis (see Impact and Lineage Analysis).
You can visualize a set of entities and the associations between them by adding them to an entity-relationship model (see
Creating an Entity-Relationship Model).
You can trace the source of a column in your graphical view and the transformations it has passed through (see Visualize
Column and Input Parameter Lineages in a Graphical View).
Modeling Data
Users with a modeler role can add semantic information to their entities and combine, refine, and enrich them in tightly-focused
analytic models for consumption in SAP Analytics Cloud, Microsoft Excel, and other clients, apps, and tools.
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Enable Drill-Down with a Hierarchy
Use the Semantic Usage property to indicate the type of data contained in your entity:
Select a Semantic Usage of Fact to indicate that your entity contains numerical measures that can be analyzed.
Select a Semantic Usage of Dimension to indicate that your entity contains attributes that can be used to analyze and
categorize measures defined in other entities.
In our example, four dimensions surround the fact, allowing us to analyze it by Salespeople, Time, Product, and Geo
attributes.
Select a Semantic Usage of Text to indicate that your entity contains strings with language identifiers to translate text
attributes in other entities.
In our example, there are four translation entities to translate time and product dimension attributes.
Select a Semantic Usage of Hierarchy to indicate that your entity contains parent-child relationships for members in a
dimension.
In our example, the Acme Salespeople Hierarchy provides a hierarchy for the Salespeople dimension.
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Facts are entities that contain numerical measures that can be analyzed and are the principal type of object that is consumed by
BI clients (see Create a Fact to Contain Measurable Data).
To get started: Select a Semantic Usage of Fact to indicate that your entity contains numerical measures that can be
analyzed.
You must identify at least one measure (see Specify Measures to Analyze).
You can create associations to dimensions and text entities (see Create an Association to Define a Semantic Relationship
Between Entities).
To expose your data for consumption in SAP Analytics Cloud, add it to an analytic model (see Creating an Analytic Model).
Dimensions are entities that contain master data that categorize and group the numerical data contained in your measures (see
Create a Dimension to Categorize Data).
To get started: Select a Semantic Usage of Dimension to indicate that your entity contains attributes that can be used to
analyze and categorize measures defined in other entities.
You must set at least one key column (see Set Key Columns to Uniquely Identify Records).
You can create associations to other dimensions, text entities, and hierarchies (see Create an Association to Define a
Semantic Relationship Between Entities).
You can add parent-child or level-based hierarchies to support drill-down (see Add a Hierarchy to a Dimension).
You can make your dimension time-dependent, so that its members can change over time (see Enable Time-Dependency
for a Dimension or Text Entity).
To get started: Select a Semantic Usage of Text to indicate that your entity contains strings with language identifiers to
translate text attributes in other entities.
You must specify attributes and keys to uniquely identify a master data member and a language.
You can make your text entity time-dependent, so that the texts it contains can change over time (see Enable Time-
Dependency for a Dimension or Text Entity).
To get started: Select a Semantic Usage of Hierarchy to indicate that your entity contains parent-child relationships for
members in a dimension.
You must specify the parent and child attributes and set the child attribute as a key.
Note
Parent-child and level-based hierarchies can also be defined directly in a dimension. See Add a Hierarchy to a Dimension.
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To get started: In the side navigation area, click (Data Builder), select a space if necessary, and click New Analytic Model
to open the editor.
You must add a fact as a source and can choose to copy all its measures, attributes and associated dimensions to the
analytic model (see Add a Fact to an Analytic Model).
You can deselect measures and attributes to leave only those that are relevant to answer your particular analytic question.
You can create additional calculated and restricted measures (see Create a Measure in an Analytic Model).
You can create multiple tightly-focused analytic models from a single fact, each providing only the data needed for a
particular BI context, and enriched with appropriate variables, filters, and additional measures as necessary.
You can alternatively use the objects in the Business Builder to model and expose your data:
Business entities - Are loosely coupled to, and consume data, from Data Builder entities. You can, at any time, switch the
data source of a business entity to a different Data Builder entity to maintain stable business entities for reporting, even as
your physical data sources change. See Creating a Business Entity.
Consumption models combine your business entities into star schemas to prepare them for consumption. See Creating a
Consumption Model.
Perspectives provide tightly-focused, lightweight data for exposure to SAP Analytics Cloud and other BI clients, MS Excel,
and other apps and tools (see Define Perspectives).
Data can be exposed as analytic models, perspectives, and views, which are accessible to clients, tools, and apps as follows:
Object SAP Analytics Cloud Microsoft Excel Other Clients, Tools, and
Apps
Analytic models (see Creating an Analytic Model) Live Connection Live Connection (via an OData
SAP Add-In)
Exposed: Automatically
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Object SAP Analytics Cloud Microsoft Excel Other Clients, Tools, and
Apps
For more information, see: Consume Data in Consume Data in Consume Data in
SAP Analytics Microsoft Excel Power BI and
Cloud via a Live via an SAP Add- Other Clients,
Connection In Tools, and Apps
via an OData
Integrate with
Service
SAP Analytics
Cloud for Consume Data in
Planning Power BI and
Other Clients,
Tools, and Apps
via ODBC/JDBC
* The workflow of consuming views with a semantic usage of Analytical Dataset in SAP Analytics Cloud and Microsoft Excel via live
connection is now deprecated. We recommend that you migrate your analytical datasets to the new Fact semantic usage and
expose your view data via analytic models (see Analytical Datasets (Deprecated)).
** SAP Analytics Cloud primarily uses the consumption of view data via OData for planning (see Integrate with SAP Analytics
Cloud for Planning).
Note
Before exposing data for consumption, you should consider applying row-level security via data access controls (see Securing
Data with Data Access Controls).
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Object SAP Analytics Cloud Microsoft Excel Other Clients, Tools, and
Apps
Analytic models (see Creating an Analytic Model) Live Connection Live Connection (via an OData
SAP Add-In)
Exposed: Automatically
For more information, see: Consume Data in Consume Data in Consume Data in
SAP Analytics Microsoft Excel Power BI and
Cloud via a Live via an SAP Add- Other Clients,
Connection In Tools, and Apps
via an OData
Integrate with
Service
SAP Analytics
Cloud for Consume Data in
Planning Power BI and
Other Clients,
Tools, and Apps
via ODBC/JDBC
* The workflow of consuming views with a semantic usage of Analytical Dataset in SAP Analytics Cloud and Microsoft Excel via live
connection is now deprecated. We recommend that you migrate your analytical datasets to the new Fact semantic usage and
expose your view data via analytic models (see Analytical Datasets (Deprecated)).
** SAP Analytics Cloud primarily uses the consumption of view data via OData for planning (see Integrate with SAP Analytics
Cloud for Planning).
Note
Before exposing data for consumption, you should consider applying row-level security via data access controls (see Securing
Data with Data Access Controls).
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For more information, see Consume Data in SAP Analytics Cloud via a Live Connection.
For more information, see Integrate with SAP Analytics Cloud for Planning.
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For more information, see Consume Data in Microsoft Excel via an SAP Add-In.
See Consume Data in Power BI and Other Clients, Tools, and Apps via ODBC/JDBC.
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For more information, see Consume Data in Power BI and Other Clients, Tools, and Apps via an OData Service and Consume Data
via the OData API.
You can select data and analytic assets for enrichment and publication in the catalog (see Enriching and Managing Catalog
Assets).
You can promote a common, consistent understanding of business terms within your organization by creating glossary terms and
publishing them in the catalog (see Create and Manage a Glossary).
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