Taleo Enterprise Native Analytics User Guide

81
Feature Pack 12A Jan 16, 2012 Taleo Enterprise Native Analytics User Guide

Transcript of Taleo Enterprise Native Analytics User Guide

Page 1: Taleo Enterprise Native Analytics User Guide

Feature Pack 12AJan 16, 2012

Taleo Enterprise

Native AnalyticsUser Guide

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User Guide Native Analytics 12A ii

Confidential Information and Notices

Confidential Information

The recipient of this document (hereafter referred to as "the recipient") agrees that the ConfidentialInformation disclosed herein by Taleo shall be retained in confidence by the recipient, and itsrespective employees, affiliates and/or subsidiaries.

For the purpose herein, the term "Confidential Information" shall mean the following:

1. Any information, know-how, data, process, technique, design, drawing, program, formula or testdata, work in process, business plan, sales, suppliers, customer, employee, investor or businessinformation contained in a document, whether in written, graphic, or electronic form; or

2. Any document, diagram, or drawing which is either conspicuously marked as "Confidential", knownor reasonably known by the other party to be confidential, or is of a proprietary nature, and islearned or disclosed in the course of discussions, demonstrations, or other collaboration undertakenbetween the parties.

Limited Rights Notice (Dec 2007)

1. These data are submitted with limited rights under Subcontract No. 6896589. These data maybe reproduced and used by the Government with the express limitation that they will not, withoutwritten permission of the Contractor, be used for purposes of manufacture nor disclosed outsidethe Government; except that the Government may disclose these data outside the Governmentfor the following purposes, if any; provided that the Government makes such disclosure subject toprohibition against further use and disclosure: None.

2. This notice shall be marked on any reproduction of these data, in whole or in part.

© 2012 Taleo Corporation. Do not reproduce without the written permission of Taleo Corporation.

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Table of Contents

Confidential Information and Notices............................................................................................. ii

PrefaceTechnical Configuration and Software Performance.................................................................2

Revision HistoryRevision History.........................................................................................................................4

Revision History....................................................................................................................4

AdministrationAdministration............................................................................................................................ 6

Content Sharing....................................................................................................................6Product Access for End Users............................................................................................. 6Seat Permissions..................................................................................................................6Administration Tools............................................................................................................. 7

DashboardDashboard..................................................................................................................................9

Using Analytics Dashboards.................................................................................................9Dashboard Designer...........................................................................................................10Creating a Dashboard........................................................................................................ 10Duplicating a Dashboard.................................................................................................... 11Deleting a Dashboard.........................................................................................................11Editing Dashboard Permissions and Visibility.................................................................... 11Creating a Dashboard Profile.............................................................................................12Duplicating a Dashboard Profile.........................................................................................12Deleting a Dashboard Profile............................................................................................. 13Deploying a Dashboard...................................................................................................... 13

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Editing Dashboard Profile Visibility.....................................................................................13

ChartChart........................................................................................................................................ 15

Chart Designer....................................................................................................................15Standard Charts..................................................................................................................20Creating a Chart................................................................................................................. 21Duplicating a Chart.............................................................................................................22Deleting a Chart................................................................................................................. 22Editing Chart Permissions and Visibility.............................................................................22Chart Details Properties..................................................................................................... 23Chart Properties Images.....................................................................................................25Chart Properties..................................................................................................................42

QueryQuery....................................................................................................................................... 53

Query Designer...................................................................................................................53Subject Areas......................................................................................................................53Creating a Query................................................................................................................ 54Deleting a Query................................................................................................................ 54Duplicating a Query............................................................................................................55Editing Query Permissions and Visibility............................................................................55Creating a Custom Projection............................................................................................ 55Saving a Custom Projection...............................................................................................56Ordering Projections........................................................................................................... 56Creating a Filter..................................................................................................................57Deleting a Query Filter....................................................................................................... 57Sorting Results....................................................................................................................58Applying Rank Filters..........................................................................................................58Statements.......................................................................................................................... 58Case Statement.................................................................................................................. 62Format Date Elements........................................................................................................64

Dashboard ExamplesDashboard................................................................................................................................67

Dashboards......................................................................................................................... 67Chart........................................................................................................................................ 68

Employee Development Chart Details............................................................................... 68Recruiting Process Chart Details....................................................................................... 70Succession Chart Details................................................................................................... 73Talent Inventory Chart Details............................................................................................75

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Preface

• Technical Configuration and Software Performance......................................................... 2

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Preface Technical Configuration and Software Performance

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Technical Configuration and Software Performance

For the latest information, refer to the Taleo Enterprise Technical Configuration and SoftwarePerformance Guide document for the applicable release.

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Revision History

• Revision History................................................................................................................. 4

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Revision History Revision History

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Revision History

Revision History

Date Modification Revised Topic

January 16, 2012 Initial Publication

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Administration

• Administration.....................................................................................................................6

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Administration

Content SharingUsers can share queries, charts, and dashboards with other Native Analytics users.

By default, when a user creates a query, chart or dashboard, it is saved as "Private", which means onlythe user who created it can see and use it. Content sharing allows the user to extend queries, chartsand dashboards to other users. By making a query, chart or dashboard public, the user can choose toallow read-only access to other users or also allow other users to make a copy of the query or chart fortheir own use. By making a dashboard public, the user can choose which reporting/analytics groups ofusers can see it by assigning role permissions.

Product Access for End UsersA permission must be granted to control the access to Native Analytics.

A functional permission grants access to Native Analytics. It is called "View Analytics" and is foundunder the domain "Analytics". Native Analytics must be enabled for this permission to be available.This is different from the permission called "View Business Objects Analytics", previously calledDashboard Viewer under the Analytics Dashboards domain. The "View Business Objects Analytics"enables dashboard/analytic viewing in the Business Objects environment only.

Seat PermissionsSeat permissions for Native Analytics modules are available in SmartOrg.

In Reporting and Analytics, some sets of permissions are based on seats, or "licenses". This differsfrom traditional user type based permissions in SmartORG in that the number of named users that canhave a specific access is limited.

The Seat Permissions SmartORG feature enables self-service for Native Analytics named/power usermanagement. Functionally, Seat Permissions management allows administrators to grant or revokespecific access levels to individual SmartORG users while the backend keeps track of the number oflicenses available vs. used for the access points, making sure that the number of users with a specificpermission does not exceed the number of available seats.

This feature applies to the following power user access points related to Native Analytics:

• Query Designer• Chart Designer• Dashboard Designer• Metrics Configurator• Analytics Administration

A user may have one or more of these permissions. To grant or revoke permissions to SmartORGusers, system administrators must navigate to SmartOrg Administration > Seat-based Accesses. Bydefault, the number of seats available for Native Analytics is three. This means that each of the aboveaccess points can have up to three users. How to distribute them is at the discretion of the systemadministrator.

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Things to Consider

Accessing the Metrics Configurator will require the "Metrics Configurator" seat access + thefunctional permission "View Analytics". Once both are met, the user will be able to login to the MetricsConfigurator via the "Analytics" link on the main TOC page. Connecting via the special Reporting& Analytics URL is no longer possible. Note that the limit of three does not apply to the functionalpermission "View Analytics", which is unlimited. Seat permissions only apply to power/author users.

Example:

The following scenarios are possible:

• 3 users have "Query Designer", 3 users have "Chart Designer", 3 users have "DashboardDesigner", 3 users have "Metrics Configurator" and 3 users have "Analytics Administration" for atotal of 15 users.

• 3 users have all permissions (total of 3 users).• 2 users have "Query Designer" + "Chart Designer" + "Dashboard Designer" and 1 user as all

the permissions for a total of 3 users. In this scenario, 2 "Metrics Configurator" and "AnalyticsAdministration" seats are unused.

Administration ToolsUsers can modify access and ownership to control user access to objects, such as queries and charts.

Analytics Administration Tools allows users to configure aspects of the product and control globalownership of content. For a user to have access to Administration Tools, he/she must have the"Analytics Administrators" seat-based access. The following administration points are available:

Dashboard Profiles

Allows the user to group a set of dashboard pages together and order them in the desired sequence tocreate a dashboard book, or dashboard with multiple tabs. The user can then select which Reporting orAnalytics groups of users can view the dashboard book.

Manage Query/Chart/Dashboard/All Objects Ownership

Allows the user to transfer ownership of queries, charts, dashboards or all objects from one user toanother. This is particularly useful if a user changes roles within or leaves the company.

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Dashboard

• Dashboard..........................................................................................................................9

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Dashboard

Using Analytics DashboardsFeatures have been integrated into analytics dashboards to make getting information easy andefficient.

Dashboard Tabs

To view analytics the functional permission "View Analytics" must be granted to the user. Dashboardtabs each contain one dashboard. The visibility of a dashboard is dependent on the user's role.

Linked Charts

Charts can be linked to provide an easy way to access the most relevant data. When a linked chartis activated a parameter is passed from the parent chart to the linked chart to filter the linked chart.There are two types of linked charts. Charts linked in place will change the graph you're viewing fromthe parent chart to the linked chart when activated. Charts not linked in place are both present on thedashboard and when the chart link is activated the linked chart will filter. To activate a chart link simplyclick on one of the chart elements.

When the user clicks on a data point of a link-enabled chart, they system passes the dimensionvalue to the filter of the child (recipient) chart. In the example above, if the user clicks on “Internet JobBoards”, the child chart dynamically refreshes with “Source Type = Internet Job Board” as a filter.

Dimension/Measure Flipping

Dimension/Measure flipping allows the user to choose from the dimensions and measures madeavailable in the query to modify the information present on the graph. Maximize the chart to expose themetrics flipper. The graph must be refreshed after new metrics are selected.

Only charts designed with flippers have this option.

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Filters

Filters can be made available to scale down to the most relevant data. Use the provided arrows tomove up and down between available filters. Maximize the chart to expose the filters. The graph mustbe refreshed after new filters are selected.

When selecting multiple filter values, hold the CTRL key on the keyboard.

Only charts designed with filters will have this option.

Legend

Highlighting a legend element will highlight that element in the chart.

Download Data

Table data can be downloaded to a CSV. Maximize the table to expose the Download Data button.

Only tables have the “Download Data” option. There is no limit for the number of records that can beexported.

Save Chart

Right click on a chart to save as a jpg image, or save as a PDF.

Dashboard DesignerThe Dashboard Designer enables users to design compelling dashboards for powerful exploration andpresentation of talent intelligence. Dashboards are based on charts, created with chart designer, andqueries, created with query designer.

For a user to have access to Dashboard Designer, he or she must have the seat-based access named"Dashboard Designer". The following key features are available to chart designers:

• Drag and Drop Interface - Allows the user to drag charts available from the library in thedashboard canvas.

• Freeform - Allows the user to size charts the way they want to add them anywhere on thedashboard canvas.

• Access Control - Share dashboards with desired user groups or keep dashboard personal.

Dashboards can be assembled into dashboard profiles for consumption on the analytics tab.

Creating a DashboardPrerequisite

The Dashboard Designer seat permission is required.

Analytics > Dashboards

Steps

1. Click Create Dashboard.

2. Enter the dashboard name.

3. Enter the display sequence.

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4. Click OK.

5. Drag a chart from the Available Charts channel to include it in the dashboard.

6. Use the formatting tool to resize the chart and move its position on the dashboard.

7. Click Save.

Duplicating a DashboardPrerequisite

The Dashboard Designer seat permission is required.

Analytics > Dashboards

Steps

1. Select the dashboard.

2. Click Copy Dashboard.

3. Verify the new dashboard name.

4. Click OK.

Deleting a DashboardPrerequisite

The Dashboard Designer seat permission is required.

You must own the dashboard.

The dashboard cannot be in use in a dashboard profile.

Analytics > Dashboards

Steps

1. Select the dashboard.

2. Click Delete Dashboard.

3. Click Yes to confirm dashboard deletion.

Editing Dashboard Permissions and VisibilityPrerequisite

The Dashboard Designer seat permission is required.

You must own the dashboard.

Analytics > Dashboard

Steps

1. Select the dashboard.

2. Click Manage Security.

3. Make public or private, if necessary.

4. Modify permissions, if necessary.

5. Modify role permissions, if necessary.

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Result

If you made the dashboard public depending on permissions it can be read, or read and copied, byother dashboard designers. It can also be added to dashboard profiles.

If you made the query private it cannot be accessed by other query designers, or added todashboard profiles.

The dashboard must be associated with at least one Role Permission so that it can be viewed byothers. Leaving the role permissions empty does not default to granting access to everyone. Rolepermissions are User Groups from SmartORG that are associated with the Reporting/Analyticsdomain.

The modifications to the role permissions will affect users with those roles at their next login.

Creating a Dashboard ProfilePrerequisite

The Analytics Administration seat permission is required.

Analytics > Administration > [Dashboard Profiles] Click here

Steps

1. Click Create Dashboard Profile.

2. Enter the dashboard profile name.

3. Click OK.

4. Drag dashboards from the Public Dashboards or Standard Dashboards channels.

5. Click Save.

Next Step

Assign role permissions so employees can access the dashboards on the Analytics tab.

The dashboard must be associated with at least one Role Permission so that it can be viewed byothers. Leaving the role permissions empty does not default to granting access to everyone. Rolepermissions are User Groups from SmartORG that are associated with the Reporting/Analyticsdomain.

Duplicating a Dashboard ProfilePrerequisite

The Analytics Administration seat permission is required.

Analytics > Administration > [Dashboard Profiles] Click here

Steps

1. Select the dashboard profile.

2. Click Copy Dashboard Profile.

3. Verify the new dashboard profile name.

4. Click OK.

5. Modify the dashboard profile, if necessary.

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6. Click Save.

Deleting a Dashboard ProfilePrerequisite

The Analytics Administration seat permission is required.

You must own the dashboard profile.

Analytics > Administration > [Dashboard Profiles] Click here

Steps

1. Select the dashboard profile.

2. Click Delete Dashboard Profile.

3. Click Yes to confirm dashboard profile deletion.

Deploying a DashboardPrerequisite

The Analytics Administration seat permission is required.

The dashboard must be public.

Analytics > Administration > [Dashboard Profiles] Click here

Steps

1. Click the dashboard profile.

2. Drag the dashboard from the Public Dashboards or Standard Dashboards channels.

3. Click Save.

Result

The dashboard will now deploy users with the roles assigned to the dashboard profile.

Editing Dashboard Profile VisibilityPrerequisite

The Analytics Administration seat permission is required.

You must own the dashboard profile.

Analytics > Administration > [Dashboard Profiles] Click here

Steps

1. Select the dashboard profile.

2. Click Manage Security

3. Modify the role permissions.

4. Click OK.

Result

The dashboard will be available for viewing by analytics users with the specified role(s).

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Chart

• Chart.................................................................................................................................15

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Chart

Chart DesignerThe Chart Designer enables users to design flexible compelling charts for powerful exploration andpresentation of talent intelligence.

Charts are based on queries (created with query designer) and are used to populate dashboards(created with dashboard designer). For a user to have access to Chart Designer, he/she must have theseat-based access named "Chart Designer" The following chart types are available:

Chart Type Details Example

Column Column charts are useful forshowing data changes over aperiod of time or for illustratingcomparisons among items. Incolumn charts, categories aretypically organized along thehorizontal axis and values along thevertical axis.

Depending on data model and thevisualization purpose the columnchart may contain single series ormulti series.

Line/Spline Line charts can display continuousdata over time, set against acommon scale, and are thereforeideal for showing trends in dataat equal intervals. In a line chart,category data is distributed evenlyalong the horizontal axis, and allvalue data is distributed evenlyalong the vertical axis

You should use a line chart if yourcategory labels are text, and arerepresenting evenly spaced valuessuch as months, quarters, or fiscalyears. You should also use a linechart if you have a few evenlyspaced numerical labels, especiallyyears.

The spline chart is the same asthe line chart, but with smoothedlines. Ideal for Performance Ratingdistribution.

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Chart Type Details Example

To turn a line chart into a splinechart, simply select Spline nextto chart type at the top of theproperties screen.

Bar Bar charts are useful for showingdata changes over a period oftime or for illustrating comparisonsamong items. In bar charts,categories are typically organizedalong the vertical axis and valuesalong the horizontal axis.

Consider using a bar chart when:

• The axis labels are long.

• The values that are shown aredurations.

Stacked Bar/Column Stacked bar charts show therelationship of individual items to thewhole.

To design a stacked bar or columnchart, create a chart of type Bar orColumn. In the properties, under“Y Axis à Mode, select Stackedor Stacked Percent depending onpreference.

Area Area charts emphasize themagnitude of change over time,and can be used to draw attentionto the total value across a trend.For example, data that representshire performance over time canbe plotted in an area chart toemphasize talent trends.

Pie Single series pie charts show thesize of items in one data series,proportional to the sum of the items.The data points in a pie chart aredisplayed as a percentage of thewhole pie.

Consider using a single series piechart when:

• You only have one data seriesthat you want to plot.

• None of the values that you wantto plot are negative.

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Chart Type Details Example

• Almost none of the values thatyou want to plot are zero values.

• You don't have more than sevencategories.

• The categories represent partsof the whole.

Doughnut Single series doughnut charts showthe size of items in one data series,proportional to the sum of the items.The data points in a doughnut chartare displayed as a percentage of thewhole doughnut.

Consider using a single series piechart when:

• You only have one data seriesthat you want to plot.

• None of the values that you wantto plot are negative.

• Almost none of the values thatyou want to plot are zero values.

• You don't have more than sevencategories.

• The categories represent partsof the whole.

Bubble A Bubble chart is a variation ofa Scatter chart in which the datapoints are replaced with bubbles. ABubble chart can be used instead ofa Scatter chart if your data has threedata series, each of which containsa set of values.

Use a Bubble chart when youwant specific values to be morevisually represented in your chart bydifferent bubble sizes.

Bubble charts are often used forpinpointing priority areas that shouldreceive attention.

Scatter Bubble Scatter charts show therelationships among the numericvalues in several data series, orplots two groups of numbers as oneseries of XY coordinates.

A scatter chart has two value axes,showing one set of numerical data

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Chart Type Details Example

along the horizontal axis (x-axis)and another along the verticalaxis (y-axis). It combines thesevalues into single data points anddisplays them in uneven intervals,or clusters. Scatter charts arecommonly used for displaying andcomparing numeric values.

Consider using a scatter chartwhen:

• You want to change the scale ofthe horizontal axis.

• You want to make that axis alogarithmic scale.

• Values for horizontal axis are notevenly spaced.

• There are many data points onthe horizontal axis.

• You want to effectively displaydata that includes pairs orgrouped sets of values andadjust the independent scalesof a scatter chart to reveal moreinformation about the groupedvalues.

• You want to show similaritiesbetween large sets of datainstead of differences betweendata points.

• You want to compare largenumbers of data points withoutregard to time—the more datathat you include in a scatterchart, the better the comparisonsthat you can make.

Funnel Funnel charts are so-calledAccumulation charts and they showpercentage ratio. Funnel chartsare often used to represent stagesin a hiring process and show theamount of potential candidates foreach stage. This type of chart canalso be useful in identifying potentialproblem areas in an organization'shiring processes.

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Chart Type Details Example

Linear Gauge Linear Gauge's main idea is movinga pointer or pointers on a range ofdata, indication health of specificmeasures.

The linear gauge can display upto 5 dimension values on the X-axis. This is important to considerwhen developing a query for a lineargauge.

Circular Gauge a Circular Gauge is as minimum aradial scale that sweeps any anglefrom 0 to 360 degrees and a pointer,Needle or Knob that indicatesvalues on that scale. Gauge scaleis usually colored for easy valuequality distinction.

Map (Beta) Interactive Maps is a uniquefeature that allows you to visualizegeographical related data.

The current map chart can begraphed for U.S. related data, bystate or city.

Table A table allows a more detailedrepresentation of information.Linking charts to tables is a greatway to interact with graphs and viewmore granular data.

The table also comes with a featureallowing end users to export thedata to CSV format.

The following key features are available to chart designers:

• Chart Properties - Define several aspects of the charts' look and feel such as legends, animations,tooltips, margins and scales.

• Dimension/Measure Flippers - Enables additional data selections on the chart allowing the userto dynamically alter the chart’s axes or slice values, depending on the data points available in themaster query.

• End User Filters - Define single or multi-selection analysis filters for end users.• Chart Linking - Create dynamic links between charts for more interactive analysis.

Chart Access

• Though any user with access to the Analytics Chart Designer feature can create a new chart, thedata which is accessible for that chart are dependent on the user's permissions.

• Once a chart is copied, changes to the original chart do not affect the copy. If the user wants tochange all copies, it must be performed on each chart individually.

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• Deleting an original chart does not automatically delete copies. If the user wants to delete allcopies, it must be performed on each chart individually.

Standard ChartsStandard charts are available in Native Analytics.

The following standard charts are available in Analytics. These charts can be as-is (out of the box) orcopied so that they can be modified at the discretion of the chart designer user (requires chart designerseat access):

• Acceptance Rate• Ace Vs. Non-Ace Applications• Ace Vs. Non-Ace Hires• Application Breakdown - Meets Minimum Requirements• Application History - External Applications• Application History by Source Type• Applications By Recruiter• Average Time To Hire• Cancelled Requisitions• Candidates By Status• Filled Positions• Filled Requisitions• Gender Breakdown - Applications• Gender Breakdown - Hires• Hire Time Metrics• Hires By Recruiter• Internal Vs. External Applications• Internal Vs. External Hires• Job Submissions By Medium• Opened Requisitions By Recruiter• Opened Requisitions• Percentage Candidates Hired• Percentage Filled Requisitions Without Hires• Percentage Hires Race And Gender Not Specified• Pct Hires Without Source• Profiles And Job Submissions• Race Breakdown - Applications• Race Breakdown - Hires• Refused Offers• Requisition Time Metrics• Requisitions By State• Source Yield• Top 5 Sources For Ace Applications• Top 5 Sources For Applications• Top 5 Sources For Interviews• Top 5 Sources For Offers• Top 5 Sources For Reviews• Ace Hire Performance• Quality of Hire By Hire Period• Sources For High Performers

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• Overall Review Rating (Spline)• Overall Review Rating (Pie)• Competency Review Ratings (Spline)• Competency Review Ratings (Pie)• Goal Review Ratings (Spline)• Goal Review Ratings (Pie)• Potential By Job Level• Risk Of Loss By Job Level• Potential Performance Distribution• Application History - Internal Applications• Avg. Open Requisition Aging Trends• Open Requisition Trends• Avg. Successors By Position• Percent Critical Positions > 1 Successor• Positions By Bench Strength• Application Completion Rate• Paper Resume Usage• Goals By Progression Health Status• Goal Definition Process Breakdown• Goals By Completion• Competency Goal Rating Distribution• Goal Count By Corporate Objectives• Pct Overdue Goals• Goal Attainment By US State• Requisitions By Age Range Trends• Quality Of New Hires

Creating a ChartPrerequisite

The Chart Designer seat permission is required.

Analytics > Charts > Create Chart

Steps

1. Enter the chart name.2. Drag a query from the Available Queries channel into the Get Chart Data From: object box.3. Drag a chart from the Chart Types channel into the Chart Type object box.4. Click the Data Binding tab.5. Make data binding selections.6. Click Fetch Preview Data. Wait for the data to appear.

It is necessary to click Fetch Preview Data in order to be able to preview the chart.7. Click the Filters tab.8. Drag a dimension from the Dimensions channel into the Dynamic Filters object box, if

necessary.9. Click the Chart Properties tab.10. Make changes to the chart properties, if necessary.11. Click the Chart Links tab.12. Add a chart link, if necessary.

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Duplicating a ChartPrerequisite

The Chart Designer seat permission is required.

Analytics > Charts

Steps1. Select the chart.2. Click Copy Chart.3. Confirm the new chart name.4. Click OK.

Deleting a ChartPrerequisite

The Chart Designer seat permission is required.

You must own the chart.

The chart cannot be in use on a dashboard.

Analytics > Charts

Steps1. Select the chart.2. Click Delete Chart.3. Click Yes to confirm the chart deletion.

Editing Chart Permissions and VisibilityPrerequisite

The Chart Designer seat permission is required.

You must own the query.

Analytics > Charts

Steps1. Select the chart.2. Click Manage Security.3. Make public or private, if necessary.4. Edit the permissions, if necessary.5. Edit the role permissions, if necessary.Result

If you made the chart public depending on permissions it can be read, or read and copied, by otherchart designers.

If you made the chart query private it cannot be accessed by other chart designers.

The dashboard must be associated with at least one Role Permission so that it can be viewed byothers. Leaving the role permissions empty does not default to granting access to everyone. Role

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permissions are User Groups from SmartORG that are associated with the Reporting/Analyticsdomain.

The modifications to the role permissions will affect users with those roles at their next login.

Chart Details Properties

Name Description

General

Chart Name The name of the chart is the default chart title, but can be changed inthe chart properties.

Get Chart Data From Choose from the available queries the data source.

Allow Multiple Queries Select multiple data sources.

Chart Type Choose the chart type.

Data Bindings

X Axis Binding The X Axis binding is going to be populated with a dimension data-type.

Y Axis Binding The Y Axis binding is going to be populated with a measure data-type.

Denormalized Measures The Y Axis binding can be denormalized for a funnel chart to allowmultiple measures to be selected in lieu of an X Axis binding.

Data Series Drivers Data Series Drivers can be used to assign additional values to the YAxis.

In this box, the user may add many measures or one dimension. Addingmeasures creates one additional data series per measure. Adding adimension dynamically creates additional data series based on thenumber of values for that dimension.

Common Dimensions Used to specify common dimensions when multiple queries are beingused.

Slice Name Binding Used by pie, and doughnut charts to specify the dimension for the label.

Slice Value Binding Used by pie and doughnut charts to specify the measure for the value.

Location Used by map charts to specify the dimension which represents thelocation to map.

Attributes Measures can be specified and will show up in the tooltips about thechart data for map charts.

Bubble Size A measure that specifies the value that will be represented by thebubble series on the map.

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Name Description

Bubble Color(optional) The bubble color can be used to bring distinction to dimensions within abubble chart.

Scatter Chart The scatter chart changes the x-axis binding into a measure. The bubblecolor can be used to bring distinction to dimensions within a scatterbubble chart.

Location Level The location level (state/city) of the value of the location measure todetermine from where to fetch the location data.

Enable Dimension / Measure Flipping Allows the chart viewer to select the other dimensions and measuresfrom the query to display the desired information on the chart.

Filter Properties

Dimensions Choose from the available dimensions to create a dynamic filter thechart viewer can use to limit the data.

Allow Multi Select Allow the chart viewer to select multiple elements to filter.

Chart Properties

Chart Links

Link chart in-place When you click on a chart measure the linked chart will display in placeof the parent chart.

If Link chart in-place is not selected both the parent chart and thelinked chart will have to be present on the dashboard for the linked filterto be useful. . On the dashboard, clicking a data point on the parentchart will prompt the linked children charts to automatically refresh.

Linked Charts Choose charts with common dimensions to link together.

Parent Dimension Generally the X-axis binding is used.

Link Using Filter (Select One) Select the filter in the child chart that will dynamically refresh based ondata sent from the parent chart.

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Chart Properties Images

Group Setting Image

Background Color

Background Border

Chart Background

BackgroundGradient

Bar Series Cone

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Group Setting Image

Cylinder

Triangle

Bar

No Padding

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Group Setting Image

AquaDark

AquaLight

Default

Silver

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Group Setting Image

Label After Axis

Label Before Axis

Label Center

Custom Range

Label Far

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Group Setting Image

Label Near

Label BackgroundGradient

Data LabelCenterTop

Data Label

Data LabelBackground Border,Center

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Group Setting Image

Data Label Top Left

Data Label TopRight

Threshold Thresholds Set

Display Mode 3D

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Group Setting Image

2D

Legend Spread,Bottom

Legend Left, Far

Legend

No Legend

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Group Setting Image

Legend Title

Legend WidthHeight

Anchor Top LeftToolTip

Anchor Center

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Group Setting Image

Trend Line LabelBefore Axis

Trend Line LabelAfter Axis

Trend Line LabelCenter

Trend Line

Trend Line LabelFar

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Group Setting Image

Trend Line LabelNear

Axis Label Display:Stagger

Axis Label PositionInside

Dimension Axis

Axis Label PositionOpposite

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Group Setting Image

Axis Rotated

Axis Title

Axis RotatedMeasure Axis

Axis ScaleLogarathmic

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Group Setting Image

Axis No Decimal

No Label

Percent Stacked

Stacked

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Group Setting Image

Normal

Invereted

Staggered Label

Axis Title

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Group Setting Image

Opposite

Pallatte Custom Pallatte

CircularFunnel Style

Inverted

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Group Setting Image

Square

Bubble Series Bubble Series

Threshold Color Threshold Set

Chart Title Chart Title

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Group Setting Image

Scale Angle 0,Scale Sweep 90

Gauge Scale

Start Size 0, EndSize 40

NeedleGauge Pointer

Marker

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Group Setting Image

Bar

Marker

Tank

Gauge Pointer for Y Axis / MeasureBinding

Thermometer

Line/Spline Line

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Group Setting Image

Spline

Chart Properties

Group Description Applicable to Properties

Chart Title Set the title text and the textproperties.

Column

Bar

Area

Line

Pie

Doughnut

Bubble

Funnel

Linear Gauge

Circular Gauge

Map

Title Text

Text Display Options

Dimension Axis The dimension (X) axis displaysthe dimension labels. The displayof the dimension axis is highlyconfigurable.

Column

Bar

Area

Line

Bubble

Show Title

Position

• Opposite• Normal

Show Label

Display Mode

• Normal• Stagger

Rotation

• 15• 30• 45• 60• 75• 90

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Group Description Applicable to Properties

Position

• Inside• Outside

Text Display Options

Measure Axis The measure (Y) axis displays thenumeric scale of the graph. Thedisplay of the measure axis is highlyconfigurable. The measure axis canbe defined by the chart designer.Linear and Logarithmic scales areavailable for the measure axis.Measure labels display in the key

Column

Bar

Area

Line

Bubble

Show Title

Position

• Opposite• Normal

Show Label

Display Mode

• Normal• Stagger

Rotation

• 15• 30• 45• 60• 75• 90

Position

• Inside• Outside

Text Display Options

Scale: Mode

• Normal• Stacked• Percent Stacked

Scale Inverted

Type

• Linear• Logarithmic

Min Scale Value

Max Scale Value

Log Base

• 2• 5• 10

Custom Range Custom ranges can be defined anddisplay as a background to the chartbody.

Column

Bar

Show Data Threshold

• BeforeAxisLabels

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Group Description Applicable to Properties

Area

Line

Bubble

• AfterAxisLabels• Near• Center• Far

Values

Label

Text Display Options

Trend Line Trend lines can be defined anddisplay as a background to the chartbody.

Column

Bar

Area

Line

Bubble

Show Trend Lines

Values

Label

• BeforeAxisLabels• AfterAxisLabels• Near• Center• Far

Text Display Options

Threshold Color A threshold can be configured tocolor the bubbles.

Map Show Data Threshold

Threshold Value

• Between• Equal To• Greater Than• Greater Than or Equal To• Less Than• Less Than or Equal To• Not Between• Not Equal To

Values

Label

ToolTip ToolTips are available to provideanother way for the chart viewerto access information. The tooltipscan be displayed in relation tothe pointer, or anchored for morepredictable placement.

Column

Bar

Area

Line

Pie

Doughnut

Bubble

Funnel

Map

Show Tooltips

Show Decimals

Text Display Options

Anchor

• Float• Center• CenterLeft• LeftTop• CenterTop• RightTop• CenterRight• LeftBottom

Vertical Align

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Group Description Applicable to Properties

• Top• Center• Bottom

ChartBackGround

The chart background displaysbehind the chart.

Column

Bar

Area

Line

Pie

Doughnut

Bubble

Funnel

Linear Gauge

Circular Gauge

Map

Show Chart BackGround

Border Settings

• Solid• Gradient

Fill Settings

• Solid• Gradient

Data Label The data label displays on thegraph.

Column

Bar

Area

Line

Pie

Doughnut

Bubble

Funnel

Show Data Label

Show Decimals

Show Data label BackGround

Border Settings

• Solid• Gradient

Fill Settings

• Solid• Gradient

Position

• Center• CenterTop• LeftTop• RightTop

Text Display Options

Legend The legend can be displayed orhidden.

Column

Bar

Area

Line

Pie

Doughnut

Bubble

Funnel

Map

Show Legend.

Legend Width Height

• Width• Height

Show Title

Position

• Bottom• Float• Left• Right

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Group Description Applicable to Properties

• Top

Align

• Center• Far• Near• Spread

Text Display Options

Data Threshold Data thresholds can be used toquickly identify data that falls withina specific range. The key will displaythe threshold labels if they arespecified, and the elements will becolor coded appropriately.

Column

Bar

Area

Line

Show Data Threshold

• Between• Equal To• Greater Than• Greater Than or Equal To• Less Than• Less Than or Equal To• Not Between• Not Equal To

Values

Label

Text Display Options

Animation Animation can be used to bringsome action into the way the graphsare presented.

Column

Bar

Area

Line

Pie

Doughnut

Bubble

Funnel

Map

Animation

Type

• Appear• SlideFromRight• ScaleXCenter• SlideFromTop• SlideFromLeft

Polation

• Back• Bounce• Cubic• Elastic• Linear

Mode

• Together• OneByOne• Smoothed

Palette A custom palette can be defined togive charts an individual feel.

Column

Bar

Area

Line

Pie

Default Palette

Custom Palette

Type

• ColorRange

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Group Description Applicable to Properties

Doughnut

Bubble

Funnel

Map

• DistinctColors

Display Mode Graph data can be shown in 2D or3D.

Column

Bar

Pie

Doughnut

Funnel

2D

3D

Bar Series There are several shape and stylecombinations available.

Column

Bar

Shape

• Box• Cone• Cylinder• Pyramid

Style

• AcquaDark• AcquaLight• Default• Silver

Group Padding

Bubble Series The size, style, color and opacity ofthe bubble series can be defined.

Bubble

Map

Max Bubble Size

Min Bubble Size

Style

• Aqua• Default• Flat• Transparent

Color

Opacity

Plot Type (Bubble Only)

• Categorized Vertical• Categorized Horizontal• Categorized By Series Vertical

Funnel Style The funnel can be displayed in 3Dsquare or circular. The funnel canalso be inverted.

Funnel Funnel Inverted

Type

• Circular• Square

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Group Description Applicable to Properties

Gauge Scale The gauge scale can be used tomanipulate the size and orientationof the chart axises. The start angledictates at which degree the axisbegins. The sweep angle dictatesthe span of the the scale in degrees.For example a circular gauge scalewith a 360 degree sweep will be acomplete circle.

Circular Gauge Type

• Linear• Logarithmic

Linear

• Min Value• Max Scale Value

Scale Bar

• Minor Interval• Major Interval

Logarithmic

Log Base

• 2• 5• 10

Start Angle

Sweep Angle

Scale Ranges

• Start Value• End Value• Start Size• End Size

Gauge Pointer The gauge pointer can be either aneedle or a marker.

Circular Gauge Pointer Type

• Needle• Marker• Color

Show Decimals

Pointer Style

Label

Needle Cap

• Width

Placement Mode

• ByPoint• ByAnchor• ByRectangle

Anchor

• CenterBottom• CenterLeft• CenterRight• CenterTop• LeftBottom

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Group Description Applicable to Properties

• LeftTop• RightBottom• RightTop

Text Display Options

Gauge Pointerfor Y Axis

The gauge pointer for the Y axisdisplays on the left. There areseveral display options for the Yaxis pointer.

Linear Gauge Gauge Pointer for Y Axis

• Thermometer• Bar• Marker• Tank

Show Tooltips

Show Decimals

Anchor

• Float• Center• CenterLeft• LeftTop• CenterTop• RightTop• CenterRight• LeftBottom

Vertical Align

• Top• Center• Bottom

Horizontal Align

• Center• Left• Right

Text Display Options

Gauge Scale forY Axis

The Y axis can have a linear scaleor a logarithmic scale. Thresholdscan also be set. When met, thegauge pointer will become theselected color.

Linear Gauge Linear

• Min Scale Value• Max Scale Value

Logarithmic

• Log Base

• 2• 5• 10

Scale Bar

• Minor Interval• Major Interval

Set Colors

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Group Description Applicable to Properties

• Start Value• End Value• Color

Gauge Scale forMeasure Binding

The measure binding can have alinear scale or a logarithmic scale.Thresholds can also be set. Whenmet, the gauge pointer will becomethe selected color.

Linear Gauge Linear

• Min Scale Value• Max Scale Value

Logarithmic

• Log Base

• 2• 5• 10

Scale Bar

• Minor Interval• Major Interval

Set Colors

• Start Value• End Value• Color

Gauge PointerFor MeasureBinding

The gauge pointer for the measurebinding displays on the right. Thereare several display options for themeasure axis pointer.

Linear Gauge Gauge Pointer for Measure Binding

• Thermometer• Bar• Marker• Tank

Show Tooltips

Show Decimals

Anchor

• Float• Center• CenterLeft• LeftTop• CenterTop• RightTop• CenterRight• LeftBottom

Vertical Align

• Top• Center• Bottom

Horizontal Align

• Center• Left

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Group Description Applicable to Properties

• Right

Line/Spline The line option draws the lines witha straight edge. The spline optiondraws the line with a soft curve up tothe point.

Line Line

Spline

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• Query................................................................................................................................53

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Query

Query DesignerNative Analytics users can build queries based on Subject Areas.

The Query Designer enables users to design solid data foundations for powerful exploration andpresentation of talent intelligence. Queries are based on Subject Areas and are used as a foundationto charts, created with chart designer, and dashboards, created with dashboard designer. For a user tohave access to Query Designer, he or she must have the seat-based access named "Query Designer".The following key features are available to query designers:

• Custom Query Expressions - Allows users to create their own query objects based on elementsavailable in subject areas. Users can create simple expressions such as a concatenation of twofields but have flexibility to create more complex data groups based on case statements. Users cancreate custom simple and complex aggregation functions, such as average, sum, or count.

• Save Expressions For Later Use - Allows users to create custom objects for later use in otherqueries.

• Relative Date Filters - Allows users to create dynamic filters based on customized relative dates.• Rank Filters - Allows users to filter the records returned based on a desired top or bottom number

of records based on measure objects.• Context Filters - Allows users to create dynamic filters which will return data based on who is

running a query. An example of a context filter is "Only return my direct reports".• Query Data Sort - Allows users to sort query data.

Subject AreasSubject Areas enable users to quickly find needed elements for use in queries.

Subject Areas are collections objects that can be queried. These semantic layers of database fields areused when querying on analytic data while using the Query Designer tool. Subject Areas are meantto focus on specific types of analytic queries and are designed to make it easy for users to find theelements they need.

Subject Area Description

Talent Profile Offers analysis on competency gaps, employee potential, and risk of loss.

Application Cycle Metrics Offers analysis on job application volumes/pipelines, hire volumes, hiringcycle ratios, offer acceptance, and cycle time

Requisition Cycle Time Metrics Offers analysis on requisition cycle time such as Time to Fill, Time toFirst Candidate Hired, Time to Approve, and Time to First Job ApplicationReceived

Employee Goals Offers analysis on goal creation processes, business goal alignment,tracking/progress, and attainment.

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Subject Area Description

Employee Performance Offers detailed analysis of performance review ratings, allowing queryingon configured denormalized review ratings on individual competencies, andsections.

Monthly Open Requisition Trends Offers analysis on historical volumes and aging of open requisitions andpositions based on snapshots of data collected monthly over a period oftime.

Weekly Open Requisition Trends Offers analysis on historical volumes and aging of open requisitions andpositions based on snapshots of data collected weekly over a period oftime.

Position Bench Strength Offers analysis on critical positions, particularly around their benchstrength by allowing users to gain visibility on the quality of their successionplans.

Source Quality Viewpoints Offers analysis on effectiveness, efficiency and impact of recruiting sources(application sources, recruiters, educational institutions, etc.). This subjectarea also links to Taleo Performance data allowing analysis of quality of hireby various sources.

EEO Summary Offers analysis on candidates/job applications by regulatory answers, suchas race, gender, and ethnicity.

Creating a QueryPrerequisite

The Query Designer seat permission is required.

Analytics > Queries > Create Query

Steps1. Give the query a name.2. Click OK.3. Choose your subject from the subject list.4. Add projections in the Query tab.

Projections are the data objects that will be retrieved by the query and later used in charts.5. Add filters in the Filter tab, if necessary.6. Add sort order in the Order By tab, if necessary.7. Add ranking in the Ranking tab, if necessary.Next Step

Create a chart.

Deleting a QueryPrerequisite

The Query Designer seat permission is required.

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The query cannot be in use in a chart.

You must own the query.

Analytics > Queries

Steps1. Select the query.2. Click Delete Query.3. Click Yes to confirm query deletion.

Duplicating a QueryPrerequisite

The Query Designer seat permission is required.

Analytics > Queries

Steps1. Select the query.2. Click Copy Query.3. Name the new query.4. Click OK.

Editing Query Permissions and VisibilityPrerequisite

The Query Designer seat permission is required.

You must own the query.

Analytics > Queries

Steps1. Select the query.2. Click Manage Security3. Make public or private, if necessary.4. Edit the permissions, if necessary.5. Edit the role permissions, if necessary.6. Click OK.

Result

If you made the query public depending on permissions it can be read, or read and copied, by otherquery designers.

If you made the query private it cannot be accessed by other query designers.

The modifications to the role permissions will affect users with those roles at their next login.

Creating a Custom ProjectionPrerequisite

The Query Designer seat permission is required.

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A projection can only be built in the query editor.

Analytics > Queries

Steps

1. Click the query.2. Expand the selections.3. Drag an element from the subject area, or constants and functions.4. Choose a statement from the element select list, if necessary.

When developing custom expressions, click on the arrow to the right of the projection to bring upthe contextual menu of available functions / expressions.

5. Add any information necessary to complete the statement, if necessary.6. Assign an alias by choosing Alias from the element select list.7. Click Save.

Next Step

Create a filter, as necessary, to limit the data returned.

Saving a Custom ProjectionPrerequisite

The Query Designer seat permission is required.

You must own the query.

The projection must have a statement included.

Analytics > Queries

Steps

1. Click the projection.2. Choose Save As... from the element select list.3. Name the projection.4. Click Save.

Result

The projection is saved, and is accessible through Saved Expressions in the Selections channel.

Ordering ProjectionsPrerequisite

The Query Designer seat permission is required.

You must own the query.

Analytics > Queries

Steps

1. Click the query.2. Click and drag the element type symbol for the text, date, or number.

If the projection will not move, click the context menu arrow to the right of the projection andselect Validate. This should surround the projection with a blue border, making it movable.

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3. Click Save.

Result

This is the result for this task.

Next Step

This is the next step or post-requisite for this task.

Creating a FilterPrerequisite

The Query Designer seat permission is required.

You must own the query.

Analytics > Queries

Steps

1. Click the query.

2. Click the Filter tab.

3. Choose an element from the subject area, constants and functions, or saved expressions.

4. Choose filter criteria.

5. To add another condition, select another element and drag and drop it immediately above orbelow another filter's upper or lower border.

When dragged into the correct area, a horizontal bar will appear. When the bar appears, dropthe object.

6. Click AND or OR to toggle between statements.

7. To nest conditions select another element and drag and drop it to the right of a current element.

When dragged into the correct area, a vertical bar will appear. When the bar appears, drop theobject.

8. Click AND or OR to toggle between statements.

Result

The query results are limited by the criteria specified in the filter.

Deleting a Query FilterPrerequisite

The Query Designer seat permission is required.

You must own the query.

Analytics > Queries

Steps

1. Click the query.

2. Click the Filter tab.

3. Click and drag the filter expression element into the trash can.

4. Click Save.

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Sorting ResultsPrerequisite

The Query Designer seat permission is required.

You must own the query.

Analytics > Queries

Steps

1. Click the query.2. Click the Order By tab.3. Drag a projection from the selections channel into the order by field.

Only projections used in the query are available for sorting.4. Select Order Options from the element select list.5. Select order.6. Click OK.7. Click Save.

Applying Rank FiltersPrerequisite

The Query Designer seat permission is required.

Analytics > Queries

Steps

1. Click the query.2. Click the Ranking tab.3. Choose Top, or Bottom.4. Enter the number of elements you want returned.

If you add grouping you will get the number of elements defined per group.5. Add a measure by dragging numeric projections from the Selections channel into the Based on

measure: input box.6. To add grouping, drag a dimension from the Selections channel into the For each dimension:

input box.

StatementsStatements are used in query projections to retrieve specific data.

The placement of the variables and the user inputs are recommendations. In many situations youcan use these features interchangeably.

UI Element Description Syntax

Numbers

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UI Element Description Syntax

Case The case statement has may different uses outlinedhere.

Case (expressionwhen conditionthen result elseresult

Count Return a count of the number of elements returned

NVL Substitute a value when a null value is encountered

string is the variable string to test for a Null Value

replace is the value returned if the string is null

NVL (string,replace)

Add Adds two numbers together

Either number can be changed from a variable to aconstant

num1 + num2

Minus Subtracts num2 from num1

Either number can be changed from a variable to aconstant

num1 - num2

Multiply Multiplies num1 and num2

Either number can be changed from a variable to aconstant

num1 * num2

Divide Divides num1 by num2

Either number can be changed from a variable to aconstant

num1 / num2

Sum Computes the sum of all of the numbers in a series Sum (varNumbers)

Average Computes the sum of all of the numbers in a series anddivides by the number of elements in the series

Average(varNumbers)

Absolute Returns the absolute value of a number Abs (num)

Floor Returns the largest whole number that is equal or less tothe variable

Floor (num)

Ceil Returns the largest whole number that is greater than orequal to the variable

Ceil (num)

Trunc Returns a number truncated to a specified level ofdecimal places

num is the number to truncate

#Decimals is the number of decimal places totruncate to

Truncate(num,#Decimals

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UI Element Description Syntax

To_Char Converts a number to a string To Char(string,format)

Characters

Case The case statement has may different uses outlinedhere.

Case (expressionwhen conditionthen result elseresult

Count Return a count of the number of elements returned

NVL Substitute a value when a null value is encountered

string is the variable string to test for a Null Value

replace is the value returned if the string is null

NVL (string,replace)

Length Returns a count of the number of characters in aspecified string

LTrim Trims the blank spaces at the beginning of a string LTrim(string)

RTrim Trims the blank spaces at the end of a string RTrim(string)

Trim Trims the blank spaces at the beginning and the end of astring

Trim(string)

Concat Concatenates two strings

Either string can be a variable or a user input

Concat (string1,string2

Substring A substring will be taken from a string

When startnum is 0, the start position is treated as 1,or the first character of the string

When startnum is a positive number, the substringcount starts at the first character of the string

When startnum is a negative number, the substringcount starts at the last character in the string and countsbackwards

>Substr(string,startnum,length)

To Date To Date can only be used on a string that is already aformatted date string

The format should use one of the standard dateformats.

To Date (datestring,format

Init Cap Returns the string with the first letter of each wordcapitalized and all other letters lowercased

Initcap (string

Lower Case Returns the string with all letters lowercased lower(string)

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UI Element Description Syntax

Upper Case Returns the string with all letters uppercased upper(string)

Position Returns the position of a substring in a string

Returns 0 if the substring is not found

search is the string to search

substring is the string to search on

When start@Char is 0, the start position is treated as1, or the first character of the string

When start@Char is a positive number, the substringcount starts at the first character of the string

When start@Char is a negative number, thesubstring count starts at the last character in the stringand counts backwards

When NthAppearance is 0, the position of the firstappearance of the string is returned. If it is set the Nth

appearance is returned.

Position (string,substring,start@Char,NthAppearance

To Number Converts a string to a number To Number(string,format)

Date

Case The case statement has may different uses outlinedhere.

Case (expressionwhen conditionthen result elseresult

NVL Substitute a value when a null value is encountered

string is the variable string to test for a Null Value

replace is the value returned if the string is null

NVL (string,replace)

Min Returns the earliest date Min (date)

Max Returns the latest date Max (date)

Format Date Returns a formatted date

format is the date format

Format (date,format

Count Return a count of the number of elements returned

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Case StatementThe case statement has the functionality of an IF-THEN-ELSE statement.

Case (Expression)

There are several ways to effectively use the case statement to filter the appropriate data.

Case can be used to group results stored as a variable. In the Employee Review Goal Distributionquery the case statement was used effectively to filter review result ratings into four categories Mixed,Solid, Excellent, and Outstanding.

Employee Review Goal Distribution

Alias Syntax Description

Query

Review Period Substring Emp. Review Request Name, 1, 4 The substringcommand is beingused to extract the yearwhich is the first fourcharacters in the string.

Mixed Count [Case Review Competency Rating Value

When 2 Then Employee Number]

Employees aregrouped by their reviewcompetency rating, andthen counted.

Solid Count [Case Review Competency Rating Value

When 3 Then Employee Number]

Employees aregrouped by their reviewcompetency rating, andthen counted.

Excellent Count [Case Review Competency Rating Value

When 4 Then Employee Number]

Employees aregrouped by their reviewcompetency rating, andthen counted.

Outstanding Count [Case Review Competency Rating Value

When 5 Then Employee Number]

Employees aregrouped by their reviewcompetency rating, andthen counted.

Filter

Emp. Review Request Name Emp. Review Request Name In List 2010 DevReview;2009 Dev Review;2008 DevReview

Filters the data forrelevant years.

Order By

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Employee Review Goal Distribution

Alias Syntax Description

Review Period Orders the results bythe review period.

Case (Search)

The and/or operators are available to the when clause as statements in the Case (Search) function.

The when element must be replaced by an expression before an element can be added from theSelections channel. The available expressions are:

• And• Or• Equals• Not Equals• Less Than• Greater Than• Greater Than Or Equal• Like• Not Like• Between• In List• Not In List• Is Null• Is Not Null

Case (Search) can be used to rename values. In the Employee Competency Performance byCompetency query the competency names were shortened to improve the display of the information.

Employee Competency Performance by Competency

Alias Syntax Description

Query

Mixed Count [Case Emp. Review Item Rating

When 2 Then Employee NO]

Employees aregrouped by theiremployee reviewitem rating, and thencounted.

Solid Count [Case Emp. Review Item Rating

When 3 Then Employee NO]

Employees aregrouped by theiremployee reviewitem rating, and thencounted.

Excellent Count [Case Emp. Review Item Rating

When 4 Then Employee NO]

Employees aregrouped by theiremployee review

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Employee Competency Performance by Competency

Alias Syntax Description

item rating, and thencounted.

Outstanding Count [Case Emp. Review Item Rating

When 5 Then Employee NO]

Employees aregrouped by theiremployee reviewitem rating, and thencounted.

Group Organization Description [Leaf]

Competency Case Review Item Competency Name

When Software Development PlanningThen S. Dev. Planning

When Object-oriented design Then OODesign

When Program problem solving ThenProblem Solving

When Agile Methodology Then Agile

When Analytical thinking ThenAnalytical

When Result oriented Then Results

Else

Review Item Competency Name

Item competencynames are changed forformatting.

Format Date Elements

UI Element Description

YEAR Year, spelled out

YYYY 4-digit year

YYY

YY

Y

Last 3, 2, 1 digit(s) of year

IYY

IY

I

Last 3, 2, or 1 digit(s) of ISO year

IYYY 4-digit year based on the ISO standard

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UI Element Description

Q Quarter of year (1, 2, 3, 4; JAN-MAR = 1)

MM Month (01-12; JAN = 01)

MON Abbreviated name of month

MONTH Name of month, padded with blanks to length of 9 characters

RM Roman numeral month (I-XII; JAN = I)

WW Week of year (1-53) where week 1 starts on the first day of the year andcontinues to the seventh day of the year

W Week of month (1-5) where week 1 starts on the first day of the monthand ends on the seventh

IW Week of year (1-52 or 1-53) based on the ISO standard

D Day of week (1-7)

DAY Name of day

DD Day of month (1-31)

DDD Day of year (1-366)

DY Abbreviated name of day

J Julian day; the number of days since January 1, 4712 BC

HH Hour of day (1-12)

HH12 Hour of day (1-12)

HH24 Hour of the day (0-23)

MI Minute (0-59)

SS Second (0-59)

SSSSS Seconds past midnight (0-86399)

FF Fractional Seconds

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• Dashboard........................................................................................................................67• Chart.................................................................................................................................68

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Dashboard

DashboardsDashboards provide a quick visual overview of relevant data.

Employee Development

Chart Details

• Overall Competency Performance By Group• Employee Competency Performance By Competency• Competency Rating Distribution• Competency And Goal Distribution• Goal Rating Distribution• Performance Potential

Recruiting Process

Chart Details

• Top Source Types of Hire• Recruiting Cycle Volume• Time to Hire• Offer Acceptance Rate• Filled Positions

Succession

Chart Details

• Performance Vs. Risk of Loss• Overall Performance by Period• Employee Potential Breakdown• Bench Strength• Internal Vs. External Successors

Talent Inventory

Chart Details

• Performance Vs. Risk of Loss• Years of Experience• Average Competency Gap Trend• Employee Potential Breakdown• Employee Degree Distribution• Avg Comparison Ratio by Organization

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Chart

Employee Development Chart DetailsOverall Competency Performance By Group

UI Element Description

General

Get Chart Data From Employee Competency Performance By Group

Chart Type Column

Data Binding

X Axis Binding Group

Y Axis Binding Mixed

Data Series Drivers Solid

Excellent

Outstanding

Linked Charts

Employee Competency PerformanceBy Competency

Parent Dimension: Group

Employee Competency Performance By Competency

Input Value

General

Get Chart Data From Employee Competency Performance By Competency

Chart Type Bar

Data Binding

X Axis Binding Competency

Y Axis Binding Mixed

Data Series Drivers Solid

Excellent

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Input Value

Outstanding

Competency Rating Distribution

UI Element Description

General

Get Chart Data From Employee Review Competency Distribution

Chart Type Column

Data Binding

X Axis Binding Review Period

Y Axis Binding Mixed

Data Series Drivers Solid

Excellent

Outstanding

Competency and Goal Distribution

UI Element Description

General

Get Chart Data From Employee Competency and Goal Distribution

Chart Type Bubble

Data Binding

X Axis Binding Competency Rating

Y Axis Binding Emp. Review Goal Rating Value

Bubble Size # Employees

Bubble Color

Goal Rating Distribution

UI Element Description

General

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UI Element Description

Get Chart Data From Employee Review Goal Distribution

Chart Type Pie

Data Binding

Slice Name Binding Rating

Slice Value Binding # Employees

Filters

Review Period Allow Mult-select

Performance Potential

UI Element Description

General

Get Chart Data From Employee Performance and Potential Distribution

Chart Type Bubble

Data Binding

X Axis Binding Performance

Y Axis Binding Potential

Bubble Size # Employees

Bubble Color ID

Recruiting Process Chart DetailsTop Source Types of Hire

Input Value

General

Get Chart Data From Applicant Top Source Types of Hire

Chart Type Pie

Data Binding

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Input Value

Slice Name Binding Source Type

Slice Value Binding # Hires

Filters

Hired Period Allow Multi-select

Recruiting Cycle Volume

UI Element Description

General

Get Chart Data From Applicant Recruiting Workflow Funnel

Chart Type

Data Binding

Denormalized Measures Yes

Y Axis Binding # Apps

# Completed

# Ace

# Screened

# Interviewed

# Offered

# Hired

Filters

Filled Period Allow Multi-select

Source Allow Multi-select

Time to Hire

UI Element Description

General

Get Chart Data From Applicant Time To Hire Trend

Chart Type Line

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UI Element Description

Data Binding

X Axis Binding Hired Period

Y Axis Binding Average Time To Hire

Data Series Drivers Goal

Threshold

Enable Dimension/Measure Flipping Yes

Filters

Hired Period Allow Multi-select

Job Category Allow Multi-select

Business Unit Allow Multi-select

Offer Acceptance Rate

UI Element Description

General

Get Chart Data From Applicant Offer Acceptance Rate

Chart Type Area

Data Binding

X Axis Binding Closed Date

Y Axis Binding % Accepts

Filled Positions

UI Element Description

General

Get Chart Data From Applicant Filled Positions Internal Vs. External

Chart Type Column

Data Binding

X Axis Binding Hired Period

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UI Element Description

Y Axis Binding # External

Data Series Drivers # Internal

Filters

Job Category Allow Multi-select

Succession Chart Details

Performance Vs. Risk of Loss

Input Value

General

Get Chart Data From Successor Vs. Risk of Loss by Organization

Chart Type Bubble

Data Binding

X Axis Binding Average Performance

Y Axis Binding Average Risk of Loss

Bubble Size # Employees

Bubble Color Organization

Overall Performance By Period

UI Element Description

General

Get Chart Data From Employee Overall Performance By Period

Chart Type Line

Data Binding

X Axis Binding Performance

Y Axis Binding -2008-

Data Series Drivers -2009-

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UI Element Description

-2010-

Employee Potential Breakdown

UI Element Description

General

Get Chart Data From Employee Potential Breakdown

Chart Type Doughnut

Data Binding

Slice Name Binding Potential

Slice Value Binding # Employees

Bench Strength

UI Element Description

General

Get Chart Data From Position Bench Strength

Chart Type Column

Data Binding

X Axis Binding Organization

Y Axis Binding # Positions

Data Series Drivers >Bench

Internal Vs. External Successors

UI Element Description

General

Get Chart Data From Successors Internal Vs. External

Chart Type Column

Data Binding

X Axis Binding Type

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UI Element Description

Y Axis Binding # Successors

Talent Inventory Chart Details

Performance Vs Risk of Loss

Input Value

General

Get Chart Data From Employee Performance Vs. Risk of Loss

Chart Type Column

Data Binding

X Axis Binding Performance

Y Axis Binding # Low

Data Series Drivers # Medium

# High

Filters

Organization Allow Multi-select

Years of Experience

UI Element Description

General

Get Chart Data From Employee Years of Experience

Chart Type Area

Data Binding

X Axis Binding Years

Y Axis Binding Count Employees

Employee Job Role Allow Multi-select

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Average Competency Gap Trend

UI Element Description

General

Get Chart Data From Employee Average Competency Gap Trend

Chart Type Line

Data Binding

X Axis Binding Period

Y Axis Binding Average Gap

Filters

Employee Job Role Allow Multi-select

Employee Potential Breakdown

UI Element Description

General

Get Chart Data From Employee Potential by US Location

Chart Type Doughnut

Data Binding

Location Location Level 02

Attributes # Low

# Medium

# High

Bubble Size # Employees

Location Level State

Employee Degree Distribution

UI Element Description

General

Get Chart Data From Employee Degree Distribution

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UI Element Description

Chart Type Doughnut

Data Binding

Slice Name Binding Degree

Slice Value Binding # Employees

Data Series Drivers

Average Comparison Ratio By Organization

UI Element Description

General

Get Chart Data From Employee Average Compensation Ratio by Organization

Chart Type Linear Gauge

Data Binding

X Axis Binding Organization

Y Axis Binding Compensation Ratio

Data Series Drivers