Inventory

Overview

The inventory is the centralized repository where you create, add, and manage fact sheets essential for documenting your enterprise architecture. It serves as the go-to place for anyone seeking information from the fact sheets or responsible for maintaining the accuracy of their data.

The inventory houses all enterprise architecture elements, stored and listed as fact sheets, allowing you to search, filter, and sort to find specific information. You can create new fact sheets, edit existing ones, and import or export data as needed. Additionally, the inventory provides access to automatically gathered data about your IT landscape through discoveries and integrations, ensuring a comprehensive and up-to-date view of your IT environment.

This guide provides a high-level overview of the inventory's primary functions and features. For more detailed information, please refer to the Detailed Guides.

Searching and Filtering for Fact Sheets

The searching and filtering capabilities for fact sheets in SAP LeanIX allow you to easily narrow down and focus on the most relevant fact sheets. This enables quick access to specific data, streamlines data retrieval, and supports better decision-making.

The search field in the top navigation bar helps you quickly find a specific fact sheet and jump straight to it. Clicking on the Add Filter button opens the smart search overlay. In the smart search overlay, you can do full-text searches and apply filters.

The filter panel on the left provides advanced options for applying and managing available filters. The filter groups visible on the filter panel depend on the selected fact sheet type; when you choose a specific fact sheet type, associated filter groups are listed accordingly.

For a detailed guide on searching and filtering, see Searching and Filtering in Inventory.

Searching and Filtering Capabilities in the Inventory

Creating a New Fact Sheet

You create a new fact sheet in the inventory by clicking + New Fact Sheet button in the right side pane. Select the fact sheet type and subtype, provide a name, and then click Create.

For a detailed guide on creating fact sheets, see Creating Fact Sheets.

Importing and Exporting Fact Sheets

You can import and export data as spreadsheets into and from your inventory. This feature is particularly useful for initially populating your inventory and for efficiently performing bulk updates on your fact sheets. The options for importing and exporting data can be found in the right-side pane of the inventory under the Actions section.

For a detailed guide on export and import, see Exporting Fact Sheet Data as Excel File and Importing Fact Sheet Data through Excel File.

List View and Table View

In the list view, for every fact sheet, key qualitative and classifying information is shown. Qualitative details include a brief description, your role related to the fact sheet, completeness status, last update timestamp, and indication if the quality seal is broken. Classifying information, such as the fact sheet type and associated tags, can be seen on the right.

You can switch to table view for a more detailed view. The table view presents factsheets in a tabular format, displaying factsheets in rows and their attributes as columns. This offers you a structured way to visualize your inventory data and is valuable for conducting comparative analyses. You can easily scan, sort, and compare data across different criteria and make informed decisions.

You switch from list view to table view by selecting the As Table button. By default, the table shows basic information such as fact sheet name and type, but you can add further columns as needed. You can also do inline editing in the table view, allowing you to quickly update and modify information directly within the rows and columns, which enhances workflow efficiency.

For a detailed guide on table view and inline editing, see Bulk Updating Data in Inventory Table View.

Additional Resources and Reference Catalog

From the inventory, you can also access automatically gathered information about your IT landscape through the reference catalog and discoveries. This includes data from the reference catalog, SaaS discovery, SAP landscape discovery, reference business architecture, and more. To learn more, see Reference Catalog and Discovery and Integrations.

Depending on your access privileges, you can find links to catalog data and discovery inboxes on the right-side pane of the inventory.

Detailed Guides

Guides	Description
Fact Sheets	Fact sheets in SAP LeanIX are used to record essential and comprehensive details about each architectural object, such as applications, business capabilities, IT components, etc. Learn about their structure, types, and subtypes.
Creating Fact Sheets	Learn how to create fact sheets in the inventory. This guide also covers fact sheet naming conventions and cloning fact sheets.
Adding and Editing Data in Fact Sheets	Learn how to add and edit data in fact sheets, including editing across multiple fact sheets through inline editing in table view mode, and using the export and import options for bulk updates.
Collaborating and Managing Data in Fact Sheets	Explore how to collaborate and manage data in SAP LeanIX fact sheets. Learn how to add and handle data across various tabs of the fact sheet, including Subscriptions, Comments, To-dos, Resources, Transformations, and Surveys.
Importing Fact Sheet Data Through Excel File	SAP LeanIX’s import feature enables efficient bulk updates, including adding, updating, and archiving fact sheets. This guide provides formatting rules, error handling, and step-by-step guidance for importing data through an Excel file.
Exporting Fact Sheet Data as Excel File	SAP LeanIX’s export feature allows you to export fact sheet data as an Excel file for bulk updates, easy data manipulation, and offline analysis. Learn how to use it.
Increasing Your Data Quality	Learn how to enhance data quality in SAP LeanIX with features like fact sheet completion scores, mandatory fields, quality seals, and surveys. Use integrations and discovery tools for accurate, up-to-date data.
Fact Sheet Completeness	The fact sheet completion score measures how much of the required data has been filled out for a fact sheet. Learn how it is calculated and how to assign weights to fields, subsections, and sections.
Fact Sheet Subscription	Fact sheet subscription assigns responsibility and accountability to users for maintaining data. Learn about fact sheet subscriptions, including types, roles, and how to assign and subscribe to fact sheets to promote stakeholder involvement and ensure data accuracy and completeness.
Quality Seal	Learn how to ensure data integrity using the quality seal by assigning approval responsibility to accountable and responsible subscribers of fact sheets. When the seal is broken, it prompts verification and approval of fact sheet information.
Mandatory Attributes	Mandatory attributes are essential fields specified by admins to ensure data integrity and quality in fact sheets. They must be filled out for fact sheets to approve quality seal, ensuring consistent and reliable information.
Searching and Filtering in Inventory	Learn how to quickly find fact sheets, apply filters, manage filters, and save search results for future access.
Advanced Filter Options	Advanced filter options provide powerful ways to refine searches and manage fact sheets. These options allow for complex queries, making it easier to find and organize specific architectural elements within your IT landscape
Tags	Tags are labels used to classify and categorize fact sheets, making it easy to filter, organize, and analyze data. Learn how to assign and manage tags, understand when and when not to use them, as well as leverage them for filtering and reporting.
AI Capabilities	Learn how you can use SAP LeanIX AI capabilities to automate tedious documentation tasks, accelerate data usage, and speed up research.
Archiving, Deleting and Recovering Fact Sheets	Learn to archive fact sheets individually or in bulk and effortlessly view or recover archived fact sheets.