Tutorials & news

Using your SAP Analytics Cloud templates

Step-by-step guides to download a template, import it into SAC, set it up in Planning and build a Story. Follow the official SAC roadmap below with quarterly updates.

SAP Analytics Cloud news

Quarterly releases (QRC) and recent features. Click a card for the official SAP source.

Step-by-step

4 steps to put a template into production in SAC

1

Download a template

On the catalog or via the generator, each template comes in 3 formats. For SAC, you'll mainly use CSV or XLSX.

localhost:3000/catalog
Sales performance — RetailAnalytics · Retail
PreviewDownload
Workforce Planning — HRPlanning · HR
PreviewDownload
Carbon footprint — ESGESG · ESG
PreviewDownload
XLSX.xlsx · 4 sheets
CSV.csv · data
Bundle.package · model
  1. Open the catalog and find your template (filter by industry and use case).
  2. Click Interactive preview to see the expected result.
  3. Click Download and pick the right format:
    • XLSX: rich file with 4 sheets (Read Me, Model Definition, Data, KPI Summary). Ideal to understand the structure.
    • CSV: pure data, the universal import format for SAC Modeler.
    • Bundle .package: ZIP archive containing model.json + data.csv + README.txt.
Tip: in the generator, each variant (Executive / Operational / Analytical) has its own XLSX file with the Story Blueprint to reproduce in SAC. Use this mode for custom needs.
2

Import the model into SAP Analytics Cloud

Sign in to your SAC tenant. You need the Modeler role and permission to create a new model.

HomeModelerStoriesFiles
1
Files
2
+ New Model
3
Import from file
4
Validate & Save
  1. Files+ New ModelImport data from a file.
  2. Upload your .csv (or the Data sheet of the .xlsx).
  3. Open the Model Definition sheet of your XLSX: it describes each column (dimension / measure / recommended aggregation).
  4. In SAC: for each column, map the type (Dimension Generic / Date / Account / Measure) and the aggregation (SUM for volumes and amounts, AVG for rates and scores).
  5. Click Validate, fix any warnings, then Save with a clear name (e.g. MOD_RETAIL_PERF_2026).
Best practice: use a prefix for your models (MOD_) and stories (STO_), and prefix by business domain to ease governance.
3

Set up SAC Planning (if the template is Planning)

For templates categorized Planning (budget, forecast, workforce planning, CapEx...), enable the Version dimension and allow user input.

  1. In your model (Modeler), open the Model Preferences section.
  2. Enable Planning. The Version dimension is created automatically with the Actual, Budget, Forecast members.
  3. Configure Data Locking per version if needed (e.g. lock Actual from writing).
  4. Define the Calendar Periods and Driver Dimensions.
  5. Create a simple Data Action to copy Actual Y-1 into Budget Y (a classic starting point).
  6. Test input: open a Story based on this model, enable edit mode, change a cell in the Budget version.
Tenant limit: Planning models use more resources than Analytics ones. Check your Planning model quota in System · Administration · Tenant Settings.
4

Create the Story (the dashboard)

This is where the Story Blueprint from our generator really helps: it tells you exactly which widgets to add and how to configure them.

  1. Stories+ New StoryOptimized Design Experience (default since 2025).
  2. Add Data → select the model you imported in step 2.
  3. For each variant (Executive / Operational / Analytical), follow the Read Me sheet of the XLSX. Typical example:
    • Numeric Point Chart × 4 for the main KPIs at the top.
    • Line Chart full width: X axis = Period, main measures.
    • Bar Chart or Donut by analysis dimension.
    • Input Controls for Period and dimensions (filters).
  4. Apply your company theme (Story → File → Theme).
  5. Save with Ctrl+S, then Publish to share.
  6. Take advantage of the new Story Versioning feature (QRC1 2026): up to 10 saved versions.
Go further: our generator produces 3 variants (Executive / Operational / Analytical) with different Story Blueprints for the same data. Ideal to serve several audiences from one model.
Official videos

Go further with SAP Analytics Cloud

A selection of official SAP playlists and channels. Links open YouTube on the matching search.