Advanced Reporting Creating a Report Job and Compensation

Advanced Reporting – Creating a

Report – Job and Compensation A general overview of creating a report using Advanced

Reporting

CONFIDENTIAL

Creating a Report

This guide will step through creating a general employee and compensation report, including

the use of Advanced Reporting features such as Table Restrictions, Date Options and

Calculated Columns. The guide assumes the user has access to and basic navigation

knowledge of Analytics and the Online Report Designer.

Note that table labels, column labels and other types of configuration are specific to the

instance, and may differ from those shown here.

Start your query

We’ll start by creating a basic query that shows all active employees:

• We will build a report beginning with the Job Information table – this table contains each employees Job

data for the history of their employment

• We will include the employees Hire Date as sourced from their Employment Information

• We will also bring in other types of personal data about the employee, including Name, Gender and

Birthdate

• We will only include currently active employees from selected Companies

• We will use Date Options to confirm that we are viewing current data only, and work through how to

switch to using other date filters

In the following example we will use Detailed Reporting to create the query and Report Designer to report on

the query. Note that these same steps are all available if you wish to both build the query and report on it

using just the Report Designer function.

Navigate to Detailed Reporting

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From the Analytics menu, select the

Analytics sub-tab (if applicable) and

choose Detailed Reporting from the

Tools menu:


Detailed Reporting Data Structure Overview

Detailed Reporting is made up of groups of tables containing

columns.

Groups: the “source” of the data. Eg: tables in the Employee Profile group are from

Employee Profile

Tables: contain data for a common “object”

• Foundation Objects (eg: Department, Legal Entity, Pay Components)

• Employee data (eg: Employment Details, Job Information, Compensation)

• Position data (eg: Position, Position Matrix Relationships)

Columns: specific pieces of information relating to the “object”

• Columns with a indicate this column can be used as a “joining” to link to another table

• Columns with parentheses at the end indicate the column is an auto join. Auto join fields

are fields stored in another table, however are brought into tables where there is an

appropriate link. Typically, tables that contains a code for a picklist label or FO Names

have an auto joins linking the label / name to the code in the table. In this example, the

columns Pay Group (Name) and Pay Type (Label) are auto joins. Auto joins allow the

user to more easily pull labels into their reports (rather than navigating to the table that

contains the label and pulling that into the query).


Detailed Reporting Data Structure Overview

Tables: (in this example) Business

Unit, citizenshipInfo, Compensation,

Compensation Information

Groups: Employee Central,

employee Profile, Metadata

Framework and Miscellaneous

Columns (joining): (in this

example) Pay Type and User ID

Columns (standard)

Columns (auto join): (in this example)

Pay Group (Name) and Pay Type (Label)

Columns (standard)


Start with the Job Information Table

We will start with the Job Information table as it stores information about an

employees “Job”, for example:

• when they are hired, terminated and other events (promotion, job change,

demotion)

• their Department, Division, Cost Centre, Business Unit, Location and other “place”

details

• their status (active, paid leave, suspended, etc.)

• their employee class, category and other “type” details

• their job (grade, title, scale etc) details

• any other details that relate to the employees “job”

• the start and end dates that apply to these details (for example: hired on 1st

January, suspended on 1st June, terminated on 30th June)

EC Job Information > Job Information Table

As a general rule, the Job Information

table will contain the information found in

the Job Information and Organizational

Information sections of the Job

Information portlet – with the ability to link

to other tables for the other sections in this

portlet (eg: Position Information, EEO

Category):


Choose Columns from Job Information


Open the Detailed Reporting -> Employee Central folder and scroll down to the

Job Information table:



Use CTRL + click to select User ID,

Effective Start Date, Effective End Date,

Employment Status, Business Unit,

Company, Department, Division and any

other Job Information column required in

the report, then drag these columns onto

the canvas:



Query preview showing selected columns:

Advanced View


Click Advanced View from the menu bar to view the layout of the tables in the

current query:


Query Filtering

Use Manage Filters to set a filter on the whole query:


Query Filtering - Overview

Manage Filters overview:

Filter Field: contains a list of the

tables that are included in the query,

and the columns in those tables –

from here select the column the filter

will be applied to

Operator: select an inclusive,

exclusive or a “like” filter

Value:

- Custom Filter: enter a single

value to be filtered

- Report Values: set a list of

values to be filtered

- Field Comparison: choose

another column in the query to

compare to

Query Filtering – Set Status Filters


We will be filtering on employees that have not terminated – select these

Employment Statuses for filtering and click OK:

Query Filtering – Set Company Filters


Manage Filters now shows the Employment Status filter – click Add to set another

filter on Company:


Save Query

Click File > Save As to save the query:


Add the Employment Details Table

We will use the employees Hire Date from the Employment Details table. This table

contains information about an employees overall Employment including:

• their original hire / service / tenure date

• their termination date (note this date is not always populated, and is recorded in

the Job Information table instead)

• their “OK to Rehire” flag

• any other details that relate to the employees “employment”

• this table contains one record per employee and as such, does not have an

effective start / end date


EC Employment Details > Employment Details Table

As a general rule, the Employment Details table will contain the information found

in the Employment Details portlet – this table provides the mapping between an

employees User ID (under which their Job information is stored) and their Person ID

(under which their Personal Information is stored):

Choose Columns from Employment Details


Scroll to the Employment Details table and select the

appropriate hire date for this report. In this example

you will note that this table has 3 possible Hire Dates

to choose from; Hire Date, Original Start Date,

Service Date. In cases where employees are rehired

or part of an acquisition, their first hire date (or the

date they were hired into the acquired company) is

typically stored in the Service Date or Original Start

Date field. We will use the Hire Date column for this

example as this is the employees most “recent” hire

date. Click this column and drag it onto the canvas:

Join Selector Step 1 (Advanced View)


If Advanced View is on, a Join Selector will be presented to you. This option

allows you to change how tables are linked in the query. Note the default path that is

offered and check that this is the path required for the report.

Here the path offered in

Step 1 is from the

Supervisor column in the

Job table, to the User

column in the

Employment table.

This is not suitable for this

report, as we are looking

for the Hire Date of the

Employee (User) not the

Hire Date of the Manager

(Supervisor). Click the

right arrow to customise

this join:



Step 2 in the Join Selector will offer you other joins with which to link the Job table

and the Employment table. Click Show More if the join path required is not

displayed.

Here the path offered in

Step 2 is shown via the

green line, direct between

Job and Employment.

This direct join is what is

required for this report

however, the columns

(Supervisor > User) in

the join are not suitable for

this report. Click the right

arrow to customise the

columns used in the join:



Step 3 in the Join Selector will offer you other columns to use in the join selected

from Step2.

Here the columns available for joining Job and Employment are displayed. Click the User >

User join, note the updated Join Path and click OK to save:


Review Query

Note that we now have two tables in our query, linked via the employees User ID

and the Hire Date column has been added to the results. In the query results we

have a preview of the columns we’ve selected from each of the tables:


Add the Compensation Table

We will use the Amount and Pay Component from the Compensation table. This

table contains information about an employees Compensation including:

• recurring compensation amounts

• the relevant pay component the compensation is paid under

• the frequency of the recurring compensation

EC Compensation > Compensation Table

As a general rule,

the Compensation

table will contain the

information found in

the Compensation

section of the

Compensation

Information portlet::


Choose Columns from Compensation


Scroll to the Compensation table and select the

Amount, Frequency and Pay Component columns

using CTRL + click. Drag them onto the canvas:



The Join Selector will present a selection of possible joins (option to move to step 2

to explore more join options). Click on the Job Information table to view the join

details if the path from Job Information > Compensation (highlighted in green).

Here we can see that this path is via the Pay Type column, which is not suitable for

this report.



Click on the Employment Details table to view the join path (highlighted in green)

from that table to Compensation. This time we see that the join is via the User and

their Compensation ID. Click OK to select this join for the report:

Review Query

Note that we now have four tables in our query and the Amount, Frequency and

Pay Component columns have been added to the results. Note that the

Compensation Information table is used to join Employment Details and

Compensation. As there are no columns currently in the query from

Compensation Information it appears in the Advanced View in a different format:


Calculate Compensation

We now have compensation amounts in our query, note in the Frequency field that

some of these amounts are paid annually, monthly, bi-monthly and quarterly. We

can create a calculated column that shows all amounts as annual.

Choose Calculated Columns from the

Edit menu and click the + for the

Calculated Columns section to create a

new calculation:


Calculated Column Designer

ghts reserved. 32

Name: choose a name for your

calculated column

Data Type: choose whether

your calculation is text, number

or date

Format: choose a format for

number or date calculations

(eg: show the date as dd-

MMM-yyyy)

Number/Date/Text groups: a

list of all the columns available

from the tables that are

included in the query. These

columns are grouped into their

base format, click each header

to slide open the list of columns

available in that base format.

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Calculated Column Designer - Canvas

Click and drag columns from

the list and click operands and

function buttons at the top to

build your formula for the

calculation.

Here we have used the

IF/THEN/ELSE condition to

output amount * 12 if the

frequency of the compensation

is monthly.

Static values are input with

Click this button to add a text,

number or date static value

into the calculation.


Calculated Columns List


The new Annual Salary calculation will appear

in the Calculated Columns list. Click the

green light to toggle between showing or not

showing this calculation in the query. Select

the calculation and use the buttons to edit or

delete it.

Click Done to return to the query results.


Review Query

The Annual Salary calculation is now added to the query, note how the records with

“Monthly”, “Bi-Monthly”, “Quarterly” amounts are calculated up to annual amounts.:

Add the Job Relationships Table

We will now add the employees HR Manager into the query. HR Managers (and

other people the employee has a job “relationship” with) are found in the Job

Relationships table.

As a general rule, the Job

Relationships table will

contain the information

found in the Job

Relationships portlet::


Choose Columns from Job Relationships


The Job Relationships table can be found in the

Detailed Reporting > Employee Central folder.

Scroll to the Job Relationships table and select the

Related User Id and Relationship Type columns

using CTRL + click. Drag them onto the canvas:



Check the proposed

join – here we see

(by the green line)

that the proposed

join will be direct

between

Employment

Details and Job

Relationships on

the User ID, which is

the appropriate one

for this report:



Note that there is also a indirect join between Job Information and Job

Relationships offered which may also be appropriate – click Job Information to

view the details of this join.

Selecting this join shows that the

indirect join will travel via the

Employment Details table. Since

there is already a direct join

offered between Employment

Details and Job Relationships,

there is no need for this indirect

join. Click Employment Details to

select the direct join and click OK

(there is no need to move through

steps 2 and 3):


Review Query

We now have five tables in our query and the Related User Id and Relationship

Type columns have been added to the results:


Query QA

Whilst reviewing the query results, its noted that some employees results are

duplicated. Employee mhoff1 below has duplicated Base Salary and Performance

Bonus records due to having two relationships defined; HR Manager and Matrix

Manager:

Table Restrictions

It is determined that the Matrix Manager relationship is not required for this query.

Table Restrictions can be used to place a filter on a specific table (rather than the

query as a whole) to only retrieve the HR Manager relationships. To access Table

Restrictions, open the table in the Edit tab and click Edit Restrictions.

This will show

a Filter

Designer

dialog:


Table Restrictions – Set the Filter


Table Restriction filters are only available on columns that exist directly in the table.

This means columns that are Auto Joins are not available here. Instead the filter

should be placed on the column that is the basis for the Auto Join column. In this

example we will place the filter on the Relationship Type column that contains the

code for the HR Manager:

Note: auto join columns are

typically identified by the use of

parentheses at the end of the

column label. Eg:

Employment Status (Label) or

Department (Name). Refer to

the Detailed Reporting Data

Structure Overview slides at

the beginning of this guide for

more information.


Date Options – Date Filters

Click on Edit -> Date Options to

review the date filters for the

query. The Current Date option

is the default Date Options

setting. The Job Information

table is the Driving table as it

was the first table pulled into the

query. The Date Options for

other tables in the query can be

set via the Related Table

Options section (for all tables),

or on the Overrides

(Advanced) tab (for individual

settings):


Setting Date Options

This report will be reviewed quarterly, and

as such, will default to the beginning of

each quarter. Select As Of Date from the

Date Type drop down, and set the

dynamic variable First Day of Current

Quarter for both the Driving Table and

Related Tables. Note that First Day of

Current Quarter is variable and will

change depending on where “today” is in

the current quarter.

Check Selectable At Runtime to allow

report users to change the date settings:

Note: for additional information on Date Options and examples

of the effects of using Date Options, please see the Advanced

Reporting – Overview of Date Options guide.

Don’t Forget to Save!


Increase Rows Per Page


Query results will default to showing 10 rows per page. This can be increased up to

a maximum of 100 rows, should a larger result set be required in the preview. Type

the required number into the Rows per page box and click Go:


Export Query

It might also be necessary to view more rows of the query than the 100 row

maximum allows. Click the excel icon to export the whole query to excel:


Reporting Results

Now that we have a query showing employees and their compensation amounts for

the quarter, we can create a report to show the individual rows in the query and

also to sum up and pivot the compensation. Navigate to Report Designer and

create a new report:


Create a Report – List View

Drag a List Report component onto the canvas and click [click for full editor] to

choose the Employee & Compensation query:


Add the Query

Click in the top left corner and click Select to choose your query from the saved

list and click OK:


Formatting

Apply any required formatting via the right click menu in the left bar, apply fonts to

the whole query or set the runtime background colour on the component:

Preview the List Report


Create a Report – Pivot View


Drag a Pivot Table component onto the canvas and click Select to choose the

Employee & Compensation query:


Add the Query

Ensure the Pivot Queries tab is selected and click New Query to choose your

query from the list:

Pivot Design View

The columns in the query will appear as available columns for the pivot – drag these

onto the COLUMNS, ROWS or the white canvas to build your pivot:

Columns with represent

number columns, aggregation

options will include

mathematical functions like

Sum

Columns with represent

text or date columns,

aggregation options will not

Click to change the query


Choose the Pivot Aggregation

57

Choose the desired pivot aggregation. Drag the Annual Salary (calculated column)

onto the canvas and choose the Sum aggregation:

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Choose the Pivot Columns


Choose the desired pivot rows. Drag the Pay Component (Name) column onto the

COLUMNS bar:


Choose the Pivot Rows

Choose the desired pivot rows. Drag the Department (Name) column onto the

ROWS bar:

Review Results

Pivot showing Annual Salary by Department and Pay Component. Click OK to return

to the page canvas:


Choose Pivot Formatting


From the Page Canvas click [click for full editor] to set pivot formatting

including fonts, colours and alternate row formatting:


Check Results and Preview Report

Choose File -> Preview to see how the report will appear to the report user:

Check Results and Preview Report


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Advanced Reporting Creating a Report Job and Compensation

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