Ad Hoc in the Online Report Designer

Live BizX Adhoc data in the

Online Report Designer

SuccessFactors Analytics

Online Report Designer Sample

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

Pivot Chart

Pivot Table

List Report

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- Details

Capabilities 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: Does not currently support percent of total 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

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

Data Manipulation: Supports If/Then/Else statements

Data joining: Cross Domain/Data joins not currently supported

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 DesignerDetails, Cont’.

Capabilities Limitations

Report Design: Supports custom page layouts, multiple pages, formatting, images, text

Scheduling/Distribution: Supports scheduling reports offline via email of PDF through Report Distributor (end user facing tool)

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

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


User Guide

User Guide

Category

Creating a

Report

Feature

Adding Pages

Page Designer

List Report Adding a List Report

7

Adding Fields

People Scope

Filters

Sorting Columns

Calculated Columns

Field Concatenation

Number Formulas

Date Formulas

If/Then/Else Statements

Edit Labels

Custom Row Calculations

Group By

Form Based View

Formatting

Edit Existing List Report

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Slide

10

11-12

14-16

17

Category

Pivots

Feature

Pivot a List Report

Pivot Table Pivot a List Report

Formatting

Pivot Chart Pivot a List Report

Formatting

Tips & Tricks Keyboard Shortcuts

Left Hand Quick Panel

Chart & Table Templates

Sharing

Reports

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

Report Headers & Footers

Sharing Reports

Report Menu Security

Report Ownership

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Slide

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54

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

Add New or

Copy Page

Create New Report


Report

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 Table Pivot Chart

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

Tables > List Report

Add List

Component to Page

Right Click > Edit

Build New Query or

Select Pre-Saved

Query


New or Existing List Reports

Build a New Query

Select an Existing/Saved Query

Queries saved in

Detailed Reporting


ARB 2.0

Queries

Build a New Query

8

1

7

3

4

5

6

2


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

Add Fields

1 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


3

Define People Scope

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

^ Detailed Reporting Privileges will appear here


2

Add Filters

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

The enter the value you want to filter by:


Form Section

Field

Operator

Free Text or

Select Value

Make “User Prompted” if you want to change the filter when running the report online

4

Sort Columns

Select the most appropriate columns to sort the data by:


5

Calculated & Concatenated Columns

Insert custom columns to calculate results or concatenate fields:


Text Concatenation

Column Name

Data Type

Example

“Employee” = “ First Name” + “Last Name

” eg. “Kenneth Roden” = “Kenneth” + “Roden”


Number Formula

Column Name

Data Type

Data Format

(Decimal Places, percentage, etc)

Example

“Salary & Merit” = “ Current Annual Salary” + “Merit

” eg. “56000” = “50000” + “6000”


Date Formula

Column Name

Data Type

Data Format

Example

“Form Overdue Days” = “ Form End Date” + “Form Due Date eg. “4” = “01/20/2013” - “01/16/2013”


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 = Male

Else = Female

Easily Change Labels

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


Add Subtotal/Calculated Row Functions

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

• Row Count

• Sum

• Average

• Min

• Max

• Value

• Field Name

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:

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

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

Max:



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


Pivot Tables

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


Save your Pivot to add to your page

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

2


Pivot Table

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

Tables > Published

Data Table

Add Table




Select Query

Pivot Table Formatting

Adjust Column Widths Save a Table Template Add Title , Border Color & Cell Padding


Pivot Chart

Pivot from a List Report

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



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

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

Max:



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


Pivot Tables

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


Save your Pivot to add to your page

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

2


Pivot Chart

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

Chart >

Published Data

Chart

Add Chart




Select Query

Pivot Chart Formatting

Turn on Value Labels Chart Colors

Click on each tab to see different options

Chart Type

(eg. Bar, Line,

Pie etc)

Turn on/off Gridlines Save a Chart Template

Chart Title

Preview

Changes


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 .


Ad Hoc in the Online Report Designer

Live BizX Adhoc data in the

Online Report Designer

User Guide

Create New Report

List Report Component

Pivots

Pivot Tables

Pivot Chart

Report Designer Tips

Sharing Reports

Related documents

Products

Support

Ad Hoc in the Online Report Designer

Live BizX Adhoc data in the

Online Report Designer

User Guide

Create New Report

List Report Component

Pivots

Pivot Tables

Pivot Chart

Report Designer Tips

Sharing Reports

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