Do you know the correct order for building a dashboard in SAP LeanIX, and why jumping straight to "New Dashboard" before creating your reports first is a mistake almost every beginner makes? This session is a fully hands-on, live walkthrough of report and dashboard creation, plus the fastest and most reliable way to build relationships between fact sheets. Real trainees volunteer to build reports and dashboards live on screen, including working through the real naming errors and configuration mistakes that come up along the way.
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Chapters:
0:00 - Recap: creating relationships between fact sheets
7:41 - Types of relations: 1-to-1, 1-to-many, many-to-many
15:04 - Live demo: adding a relation on a fact sheet
26:17 - Data integrity & object type tagging discussion
35:31 - Free-draw & Lucidchart-style diagram tool
42:33 - Adding a reports/search panel to the dashboard
49:47 - Discussion: structuring the course: theory vs practical split
53:02 - Debate: tying training to a real customer use case
58:30 - Trade-off: full use case coverage vs partial data scope
In this video, you'll learn:
Why Excel import is the recommended way to build relationships between fact sheets, since errors surface immediately and can be corrected before loading
How to create a report directly from a fact sheet, and the different report types available: inventory reports, diagrams, and landscape reports
The correct build order: create your fact sheet reports, diagrams, and charts first, and only then create the dashboard that pulls them together
Common naming mistakes when creating a dashboard (like using spaces vs. underscores) and how to avoid configuration errors
How to configure a dashboard from its very first tab, add existing reports to it, and organize multiple visual elements in one view
Why a dashboard is described as a "live picture," not a static document, and what that means for how it stays current
Live troubleshooting as trainees build their own test dashboards and reports in real time, working through issues exactly as they occur
Watching real trainees fumble through dashboard creation and get it right live is far more useful than a clean, scripted demo, it shows you exactly where the common mistakes happen so you can avoid them yourself.
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Assessments
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