Live BizX Adhoc data in the Online Report Designer SuccessFactors Analytics.

Live BizX Adhoc data in theOnline Report Designer

SuccessFactors Analytics

2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.

Online Report Designer Sample

List Report

Pivot Chart

Pivot Table


Online Report Designer- Summary of Advantages

• Self Service: Build your own reports from within the easy to use SFSF Online Report Designer tool

• Formatted & Presentation Ready: Visualize queries in tabular list format, as pivot tables and in a wide variety of chart styles

• Exportable: PPT, PDF, Word, Excel, Schedule & Email

• Customization: Relabel Fields, Custom Calculations & Concatenate Fields, If/Then/Else statements, hide duplicates, transpose rows to columns


Online Report Designer- DetailsCapabilities Limitations

Outputs: Online in Browser or outputs are PDF, Word, PPT and Excel (tables only)

Outputs: CSV output not supported, Multiple worksheets not supported in Excel output, Graphs not supported in Excel output

Components: -Display data as list of transactions/records-Pivot Table (avg, sum, count, min, max)-Pivot Chart (avg, sum, count, min, max)

Components: Does not currently support percent of total

Customization: Override Field Names

Customization: Supports calculated columns (custom number formulas, custom date formulas & text concatenation)

Data joining: Cross Domain/Data joins not currently supported

Data Manipulation: Supports If/Then/Else statements Data Manipulation: Does not support the writing of SQL statements within the queries

Data Manipulation: Hide Duplicate Rows

Data Manipulation: Transpose data from rows to columns

Runtime: Runtime Filters & People Scope


Online Report Designer- Details, Cont’.Capabilities Limitations

Report Design: Supports custom page layouts, multiple pages, formatting, images, textScheduling/Distribution: Supports scheduling reports offline via email of PDF through Report Distributor (end user facing tool)

Scheduling/Distribution: Does not currently support FTP scheduling or run offline to excel/non-PDF formats

Publish & Share Reports: Visibility of the reports can be set for a defined group/role Actionable Analytics: Take action on a field by selecting User in report and link to other parts of the suite (eg. employee profile). Bonus for WFA clients: Ability to display operational data from Adhoc and metrics from WFA/TI into the same report

User Guide


User Guide

Category Feature Slide

Creating a Report

Adding Pages 10

Page Designer 11-12

List Report Adding a List Report 14-16

Adding Fields 17

People Scope 18

Filters 19

Sorting Columns 20

Calculated Columns 21

Field Concatenation 22

Number Formulas 23

Date Formulas 24

If/Then/Else Statements 25

Edit Labels 26

Custom Row Calculations 27

Group By 29

Form Based View 30

Formatting 31

Edit Existing List Report 32

Category Feature Slide Pivots Pivot a List Report 34

Pivot Table Pivot a List Report 36-41

Formatting 42

Pivot Chart Pivot a List Report 44-49

Formatting 50

Tips & Tricks Keyboard Shortcuts 52

Left Hand Quick Panel 53

Chart & Table Templates 54

Report Headers & Footers 55

Sharing Reports

Sharing Reports 57

Report Menu Security 58

Report Ownership 59

Create New Report


Navigating to Report Designer

Home > Analytics


Navigating to Report Designer

Analytics > Report Designer

Demo Portal

Page

(note this landing

page is

customizable)


Creating a New Report & Adding Pages

Folder

Report

Page

Create New Report

Add New or

Copy Page


Page Designer

Exit Page Designer

Drag Component onto Canvas

Edit Portrait/Landscape Page Dimensions

Note: Workforce Analytics customers will have access to all the components above (as they connect to their metric cube).

For the list of components relevant to Adhoc Report Builder data, see the next slide.


Self Service

Drag component onto canvas:

List Report Pivot ChartPivot Table

Note: Workforce Analytics customers will have access to more components to connect to their metric cube. The

components listed above are relevant specifically to Adhoc Report Builder data.

List Report Component


List Report

Right Click > EditBuild New Query

or

Select Pre-Saved

Query

Tables > List Report

Add List

Component

to Page


New or Existing List Reports

ARB 2.0

Queries

Queries saved in

Detailed Reporting

Select an Existing/Saved Query

Build a New Query


Build a New Query

1. Select Fields

(double click or

drag)

2. Add Filters

3. Change People

(eg. team view, detailed

reporting rights, etc)

4. Sort Columns

5. Add Calculated

Columns

6. Hide Duplicate

Rows

7. Pivot the List

8. Save

11

33

445566

22

7788


Add Fields

11 Drag or Double Click Fields & see a live Preview: Drag columns to re-order

Edit menu shows selected fields

Note that the default data

returned is “Team View”

of the logged in user


Define People Scope

33 Define the scope of the people/records you want returned in your query

^ Detailed Reporting Privileges will appear here


Add Filters

22

Add filters by defining the form section, field & operator type.

The enter the value you want to filter by:

Make “User Prompted” if you

want to change the filter when

running the report online

Form Section

Field

Operator

Free Text

Select Valueor


Sort Columns

44 Select the most appropriate columns to sort the data by:


Calculated & Concatenated Columns

55Insert custom columns to calculate results or concatenate fields:


Text Concatenation

Data Type

Example

“Employee” = “ First Name” + “Last Name”eg. “Kenneth Roden” = “Kenneth” + “Roden”

Column Name


Number Formula

Data Type

Example

“Salary & Merit” = “ Current Annual Salary” + “Merit”eg. “56000” = “50000” + “6000”

Column Name

Data Format(Decimal Places,

percentage, etc)


Date Formula

Data Type

Example

“Form Overdue Days” = “ Form End Date” + “Form Due Date

eg. “4” = “01/20/2013” - “01/16/2013”

Column Name

Data Format


If/Then/Else Statements

Use the last icon to start

an if/then/else statement

Use the

“&&” or “OR”

icons to add

in more statements

Example

If Gender = M, Then = MaleElse = Female


Easily Change Labels

Change the column heading by right clicking on the cell and replacing the text:


Add Subtotal/Calculated Row Functions

• Row Count

• Sum

• Average

• Min

• Max

• Value

• Field Name

Custom Rows can be appended to the bottom of List Reports by inserting various functions:

Right Click on the entire row or individual cells


Hide/Show

Hide or Show sub total rows:


Group Rows

Right Click on the column you want to group by:


Form Based View

Move fields around the canvas to create a form type view:


List Report Formatting

Format your List Report by right clicking on individual column headings or the entire row:


Edit Existing List Report

Pivots


Pivot a List of Data

A List Report can be pivoted and then displayed as either a Table or Chart visual

Pivot Tables


Pivot from a List Report

To Pivot a list of data, go to Tools > Pivot Query Designer:


Create your Pivot in 3 steps:

Decide what you want to measure (drag into the white area of the workspace):11

22 Decide how you want to pivot the data- eg. Sum, Count, Average, Min or Max:



Slice the data by adding fields onto the columns & rows:33


Pivot Tables

Use “Show Design View” to edit the Measures/Columns/Rows:


Save your Pivot to add to your page

22

When finished, save your Pivot so that you can add it into a Pivot Table or Chart component:


Pivot Table

Right Click > EditTables > Published Data Table

Add Table

Component

to Page

Select Query

To lay out the Pivot on the page, you must add a Pivot Component, then attach the saved query from your List Report:


Pivot Table Formatting

Save a Table TemplateAdjust Column WidthsAdd Title, Border Color & Cell Padding

Pivot Chart


Pivot from a List Report

To Pivot a list of data, go to Tools > Pivot Query Designer:



Decide what you want to measure (drag into the white area of the workspace):11

22 Decide how you want to pivot the data- eg. Sum, Count, Average, Min or Max:



Slice the data by adding fields onto the columns & rows:33


Pivot Tables

Use “Show Design View” to edit the Measures/Columns/Rows:


Save your Pivot to add to your page

22

When finished, save your Pivot so that you can add it into a Pivot Table or Chart component:


Pivot Chart

Right Click > EditChart >

Published Data

Chart

Add Chart

Component

to Page

Select Query

To lay out the Pivot on the page, you must add a Pivot Chart Component, then select the saved query from your List Report:


Pivot Chart Formatting

Click on

each tab

to see different

options

Chart Type

(eg. Bar, Line,

Pie etc)

Chart Title

Preview

Changes

Turn on Value Labels Chart Colors Turn on/off Gridlines Save a Chart Template

Report Designer Tips


Right Click Menu & Keyboard Shortcuts

Right Click to Edit, Delete, Copy and Paste.

Tip: Keyboard shortcuts “Del”, “Ctrl + C”, “CTRL + P” will also work.


Left Hand Quick Panel

Make quick formatting changes using the left hand panel


Chart & Table Templates

Have you made a lot of formatting changes & want to save for future use? Save a template!


Add Header & Footer

Note: Headers & Footers will only appear when previewing the entire report, not single pages in the Page Designer mode.

Sharing Reports


Sharing Reports

When you are ready to share the report with users who do not have access to Report

Designer, add the report to a menu folder.

Menus can be controlled by

Role Based Security in Admin

> Roles Maintenance.


Report Menu Security

1. If you are an Administrator, you can control access to Report Folders

via the “Admin” link in the top right corner, underneath your logo:

2. Roles Maintenance (use “User Maintenance” if you aren’t sure of the role that your desired user is in)

3. Settings > Edit to refine list of available published report folder


Report Ownership & Editing Rights

• Reports are owned by the user that creates them. • Reports can only be edited by the owner, unless an other user has the “Report Designer

Admin” permission.• The Report Owner or individual Page Owner can be change by using File > Edit Ownership.

Live BizX Adhoc data in the Online Report Designer SuccessFactors Analytics.

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