ODS data in the Online Report Designer SuccessFactors Analytics.

ODS 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 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 (tables only)

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

Customization: -Override Field Names -Calculated columns (custom number formulas, custom date formulas & text concatenation)

Date Filtering: “As of Date” and Date Ranges built into EC reportingData Manipulation: Supports If/Then/Else statements Data Manipulation: Does not support the writing of SQL

statements within the queries

Data Manipulation: -Data joining: Cross Domain/Data joins not currently supported -Transposition: Transpose data from rows to columns Runtime: Runtime Filters & Runtime 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

Navigating to the tool 8-9Adding Pages 10Page Designer 11-13

List Report Adding a List Report 14-17Adding Fields 18Static Filters 19Date Options 20Sorting Columns 21Calculated & Aggregated Columns 22Field Concatenation 23Number Formulas 24Date Formulas 25If/Then/Else Statements 26Aggregated Columns 27Selectable Options (Runtime Filters) 28Advanced View (show/edit table joins) 29Save & Return 30Edit Labels 31Custom Row Calculations 32-33Group By 34Form Based View 35Formatting 36

Category Feature Slide

Running a Report

Running a List Report 37-38

Linking to Employee Details 38-39

Using Runtime Filters 39-46

Using Date Options 47-50

Pivots Pivot a List Report 51-52

Pivot Table Pivot a List Report 53-59

Formatting 60

Pivot Chart Pivot a List Report 61-67

Formatting 68

Tips & Tricks Keyboard Shortcuts 70

Left Hand Quick Panel 71

Chart & Table Templates 72

Report Headers & Footers 73

Sharing Reports

Sharing Reports 74-75

Report Menu Security 76

Report Ownership 77

Report Distributor 78

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. Set Date Options

4. Sort Columns

5. Add Calculated

Columns

6. Set any Selectable

Options

(filters & people)

7. Advanced View

(to display/edit joins)

8. Save

(File > Save)

9. Pivot the List

(Tools > Pivot)

11

33

44

55

66

22

998877


Add Fields

11 Drag or Double Click Fields & see a live Preview:

Drag columns to re-order


Static Filters

22

Add filters by defining the field & operator type.

The enter or select the value you want to filter by:

Table Name

Field Name

Operator

Input value (Free Text)

Column (Select Value)

or Null


Date Options

33 Define the Date Parameters, such as As of Date or Date Range:

Driving Table OptionsThe driving table is the main table that we are reporting on. Only the first table in the query and any tables which has an inner join to the first table can be used as the driving table.

Selectable At RuntimeIf selected, the user will be allowed to alter the date to use at runtime.

Use Custom ColumnsRequired if the table does not have inherit effective dating support, otherwise it is optional. These columns will be used instead of the default columns.

Define the Date Type

Related Table OptionsThe related table options will be applied to all tables except the driving table. If a related table has overridden options, then those will take precedence.


Sort Columns

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


Calculated & Aggregated Columns

55Insert custom columns to calculate results, concatenate fields and write if/then/else statements:

Calculated ColumnsThis is a column that is created by combining data from other columns in the query.

Aggregated Calculated ColumnsThis is a column that is created by aggregating over ALL the values from a single column, which does not have to pre-exist in the query. For example, the current query might have a table displaying all departments. In the column we are creating, we might then select the salary column from the employee table and use the average aggregation. The resulting column will then show the average salary based on department.


Calculated Column: Text Concatenation

Data Type

Example

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

Column Name


Calculated Column: Number Formula

Data Type

Example

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

Column Name

Data Format(Decimal Places,

percentage, etc)


Calculated Column: 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


Calculated Column: 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


Aggregated Column

Aggregated Calculated Columns will aggregate data found in multiple rows:


Aggregated Column

Use the Aggregated Column wizard to step through building an aggregation:


Selectable Options

66Use “Selectable Options” to enable user prompted filters, ie. filters that

are exposed to the user running the report (as opposed to creating it)

Select from applicable “Person” fields to expose to the user running the report.

Select from all applicable fields to expose to the user running the report.


Advanced View: Show/Edit Table Joins

77 The Advanced View allows you to show & edit the table joins:


Save & Return

88 When you are finished defining your query, be sure to select File > Save and Return.


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

Running a List Report


Linking to Employee Details

Click on a record in the list; select where to jump to from the menu

Quickly jump to individual employee data from the report:


Linking to Employee Details (cont)

View or edit employee data:


Report Filters: Date and Analysis

List Report Filters will allow you to filter the report on the available

analysis filters – eg: Department, Division, Gender

Date Options will allow you to filter the report on data parameters – eg: records dated in 2012

There are two options for filtering a report – these can be used individually or together:


Using List Report Filters: Groups

Select the value to filter on

Choose a column to filter

Columns with a green dot are

currently filtered

Select a currently filtered column and click Clear Filter to

remove the filter

Create a group filter to set static filter values:


Using List Report Filters: Groups (cont)

List Report Filters will indicate that filters have been applied to the page

The table is now filtered on the selected Business Unit

and Division values


Using List Report Filters: Custom

Type in a value; select another column to match with; or filter on missing values

Create a custom filter to ensure filter values automatically update if they meet the selected criteria:


Using List Report Filters: Custom (cont)

Build up filter conditions for the selected column – click AND/OR to switch between

including both filters, or using either


Using List Report Filters: Custom (cont)

The table is now filtered where the value of Division contains strings FRA and 01

List Report Filters will indicate that filters have been applied to the page


Using Date Options: Asat Date

An As Of Date Option allows you to choose a single date to filter the report. Only

records that are valid as of the chosen date will be shown in the report.


Using Date Options: Asat Date (cont)

Date Options will indicate that a date filter has been

applied to the page


Using Date Options: Date Range

A Date Range Date Option allows you to choose a date range to filter the report. All

records that are valid within the chosen dates will be shown in the report.


Using Date Options: Date Range (cont)

Date Options will indicate that date filters have been

applied to the page

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.


Report Distributor

Add Reports into “Bundles” and use the distributor to email reports as PDF attachments one

time or on a scheduled basis.

ODS data in the Online Report Designer SuccessFactors Analytics.

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Transcript of ODS data in the Online Report Designer SuccessFactors Analytics.