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Unit 5 - Exercise 6 - Analytics Dashboard

This document outlines a demo script for creating a new dashboard in SAP Field Service Management, specifically within the Analytics and Feedback module. It details the step-by-step process for a Dispatcher to log in, create a dashboard titled 'Most Serviced Equipment', and visualize data using a pie chart. The last update to the document was on January 31, 2019.

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ReganDavids
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3 views7 pages

Unit 5 - Exercise 6 - Analytics Dashboard

This document outlines a demo script for creating a new dashboard in SAP Field Service Management, specifically within the Analytics and Feedback module. It details the step-by-step process for a Dispatcher to log in, create a dashboard titled 'Most Serviced Equipment', and visualize data using a pie chart. The last update to the document was on January 31, 2019.

Uploaded by

ReganDavids
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Live training demo script

SAP Field Service Management

Creating new Dashboard

Scenario ID Creating new Dashboard

Last Update 31.01.2019


1 Demo Script Overview

1.1 Highlights

This scenario describes below functionalities of SAP Field Service Management:


- New dashboard creation within Analytics and Feedback module
It starts with the Dispatcher creating a new dashboard dashboard with pre-built query for the most
serviced equipment. The Dispatcher sees it in different views: pie, line and column.

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2 Step-by-Step Scenario

2.1 Planning & Dispatching

Login to the Planning & Dispatching module of your SAP FSM cloud account by opening the following
URL and make sure to choose the “Sign in with User” option:

Field Service Management URL Account Name Users Password


(1…20)

https://apps.coresystems.net/workforce- SAP_CXEDU_EU Nadia# Welcome1


management/

OR OR OR

https://apps.coresystems.net/workforce- SAP_CXEDU_NA Sofia# Welcome1


management/

1. Enter the Account Name, and click continue.

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2. Enter Username and Password. Click LOG IN

3. By default the Dispatching Board page opens up. Select the top right tiles button and then click on
Analytics and Reporting.

4. Click on the below icon (on the right side).

5. Click on + New Dashboard.

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6. Enter the Name ‘Most Services Equipment’ and click Create.

7. Click on + Create New Chart.

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8. Select Sample Chart ‘Most Serviced Equipment’ from Drop Down List. Select Chart Title ‘Most
Serviced Equipment’ and select Chart Type ‘Pie’. Click Save.

9. You can now view the pie chart.

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- End of Demo -

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