Do you know why the fastest way to establish relationships between fact sheets in SAP LeanIX isn't through the UI at all, but through a specially formatted Excel import instead? This session goes hands-on with data import and fact sheet management, showing you the two ways to build fact sheet relationships (manual, one-by-one vs. bulk Excel import) and why experienced consultants almost always choose the second one at scale. You'll see live navigation through the demo instance, real fact sheet creation, reporting features, and the exact Excel format LeanIX expects for a clean import.
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Chapters:
0:00 - Session intro
2:43 - 3 ways to get data in: Excel upload, integrations, workarounds
12:26 - Fact sheets must have relations, can't operate in silos
24:19 - TOGAF & BDAT (Business, Data, Application, Technology architecture)
28:35 - Change management: ARB, ADR, Architecture Risk Register
35:10 - Impact analysis using the relationship chain
40:34 - ServiceNow ↔ LeanIX integration Q&A
44:13 - Data transformation & preparing data for load
52:22 - On-site data gathering & client engagement practices
1:02:16 - Live demo: generating an Application Landscape Report
1:07:16 - Demo: updating phase-in/phase-out dates on a fact sheet
1:15:32 - Reverting demo changes/cleanup instructions
In this video, you'll learn:
Why hands-on practice inside your own demo instance is essential to actually internalizing LeanIX, and how to safely test and revert changes
How to import data into your inventory using the "Import from Excel" feature, and why it looks simple but requires real care with formatting
The two ways to establish relationships between fact sheets: setting them manually at creation time, or building them directly into your Excel import file
Why loading relationships through Excel is the preferred method at scale, it's dramatically faster than manually connecting fact sheets one at a time
How the Relations Explorer visually shows how initiatives, categories, platforms, and applications connect to each other
What kind of reports you can build once your data is properly loaded: matrix reports, roadmap portfolios, and more
Best practices for architecture decisions: what benchmarks and key factors to consider before recording a decision on a fact sheet
Understanding Excel-based relationship loading isn't just a shortcut, it's genuinely how real enterprise LeanIX rollouts manage hundreds or thousands of fact sheets without months of manual clicking.
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