Creating Fact Sheets

Introduction

There are various ways to create fact sheets in SAP LeanIX: you can create them individually in the inventory, in bulk through Excel file imports, or automatically through discoveries and the reference catalog.

This guide covers the creation of fact sheets in inventory. To learn about creating fact sheets through spreadsheet import, see Importing Fact Sheet Data Through Excel File. For information on discoveries and integrations, see Discoveries and Integrations.

Users with appropriate permissions, such as members and administrators by default, can create fact sheets. Admins can configure this permission to include other user roles, including custom roles. They can also modify the permission for each fact sheet type to restrict or expand creation rights. To learn more, see Fact Sheet Permissions.

Creating a Fact Sheet in the Inventory

To create a fact sheet, do the following:

1. Navigate to the Inventory tab of your workspace.
2. In the right side pane, under Actions, click + New Fact Sheet.
3. In the overlay that appears, do the following:
   1. Select a fact sheet type and, if relevant, subtype.
   2. Enter a fact sheet name. You may see a list of fact sheets with similar names that already exist in the Inventory.
   3. Click Create.

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Note

This option to create a fact sheet is also available within a fact sheet. To do so, click the '+' icon at the top right corner of the fact sheet.

Fact Sheet Naming Convention

Fact sheets have 3 different name values to ensure structured and consistent identification:

Name: This is the user-provided identifier for the fact sheet. It doesn't have to be unique by itself but is used to form the full name. If the provided name doesn't result in a unique full name, the user is prompted to provide a different name.

Full Name: The system automatically generates the full name using the fact sheet's name and it may include prefixes (such as provider information) and suffixes (like release details), which vary based on the specific fact sheet type.

Display Name: The display name is the complete name shown in the fact sheet header, incorporating parent-child relationships. Display names are important for accurately referencing fact sheets when importing relations via Excel files.

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Using Forward Slashes in Fact Sheet Names

If you need to use a forwarded slash / in the name of a fact sheet itself, you can use the / without a space before and after.

Cloning a Fact Sheet

Cloning fact sheets is particularly useful when you need to create a successor fact sheet or when you are creating multiple similar fact sheets in the initial stage of populating your workspace. For example, multiple similar IT components with different release versions. While cloning, you can already establish the new fact sheet's relationship to the current one as a successor or predecessor.

A cloned fact sheet includes the following data from the original fact sheet:

• All attributes
• All relations, except one-to-one relations (to avoid exceeding defined limits)
• All attached documents and resources

Comments, surveys, and metrics are not included in the clone.

To clone a fact sheet, follow these steps:

1. In the top right of the fact sheet, click the clone icon.
2. In the resulting overlay, provide the name of the new fact sheet and fill in other fields as needed.
3. Click Clone.