ODS data in the
Online Report Designer
SuccessFactors Analytics
Online Report Designer Sample
List Report
Pivot Table
2
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
3
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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 (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
reporting
Data 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
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company.
4
All rights reserved.
Online Report Designer- Details, Cont’.
Capabilities
Limitations
Report Design: Supports custom page layouts, multiple
pages, formatting, images, text
Scheduling/Distribution: Supports scheduling reports offline Scheduling/Distribution: Does not currently support FTP
via email of PDF through Report Distributor (end user facing scheduling or run offline to excel/non-PDF formats
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
5
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
User Guide
User Guide
Category Feature
Creating a Navigating to the tool
Report
Adding Pages
Page Designer
List Report Adding a List Report
Adding Fields
Static Filters
Date Options
Sorting Columns
Calculated & Aggregated Columns
Field Concatenation
Number Formulas
Date Formulas
If/Then/Else Statements
Aggregated Columns
Selectable Options (Runtime Filters)
Advanced View (show/edit table joins)
Save & Return
Edit Labels
Custom Row Calculations
Group By
Form Based View
Formatting
7
Slide
8-9
10
11-13
14-17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32-33
34
35
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 a List Report
61-67
Formatting
68
Pivot Chart
Tips & Tricks Keyboard Shortcuts
Sharing
Reports
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
70
Left Hand Quick Panel
71
Chart & Table Templates
72
Report Headers & Footers
73
Sharing Reports
74-75
Report Menu Security
76
Report Ownership
77
Report Distributor
78
Create New Report
Navigating to Report Designer
Home > Analytics
9
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Navigating to Report Designer
Analytics > Report Designer
Demo Portal
Page
(note this landing
page is
customizable)
10
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Creating a New Report & Adding Pages
Folder
Add New or
Copy Page
Create New Report
Report
Page
11
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
12
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
13
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
List Report Component
List Report
Tables > List Report
Right Click > Edit
Add List
Component
to Page
15
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Build New Query
or
Select Pre-Saved
Query
New or Existing List Reports
Select an Existing/Saved Query
Build a New Query
Queries saved in
Detailed Reporting
16
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
ARB 2.0
Queries
Build a New Query
7
9
8
3
4
1.
5
6
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
1
(filters & people)
7.
Advanced View
(to display/edit joins)
8.
Save
(File > Save)
2
9.
Pivot the List
(Tools > Pivot)
17
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Add Fields
1
Drag or Double Click Fields & see a live Preview:
Drag columns to re-order
18
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Static Filters
Add filters by defining the field & operator type.
The enter or select the value you want to filter by:
2
Table Name
Field Name
Operator
Input value (Free Text)
Column (Select Value)
or Null
19
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Date Options
3
Define the Date Parameters, such as As of Date or Date Range:
Driving Table Options
The 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.
Define the Date Type
Use Custom Columns
Required if the table does not have inherit effective dating
support, otherwise it is optional. These columns will be used
instead of the default columns.
Selectable At Runtime
If selected, the user will be allowed to alter the date to use
at runtime.
Related Table Options
The 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.
20
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Sort Columns
4
21
Select the most appropriate columns to sort the data by:
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Calculated & Aggregated Columns
Insert custom columns to calculate results, concatenate fields and write if/then/else statements:
5
Calculated Columns
This is a column that is created by combining
data from other columns in the query.
Aggregated Calculated Columns
This is a column that is created by
aggregating over ALL the values from a
single column, which does not have to preexist 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.
22
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Calculated Column: Text Concatenation
Column Name
Data Type
Example
“Employee” = “ First Name” + “Last Name”
eg. “Kenneth Roden” = “Kenneth” + “Roden”
23
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Calculated Column: Number Formula
Column Name
Data Type
Data Format
(Decimal Places,
percentage, etc)
Example
“Salary & Merit” = “ Current Annual Salary” + “Merit”
eg. “56000” = “50000” + “6000”
24
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Calculated Column: 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”
25
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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 = Male
Else = Female
26
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Aggregated Column
Aggregated Calculated Columns will aggregate data found in multiple rows:
27
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Aggregated Column
Use the Aggregated Column wizard to step through building an aggregation:
28
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Selectable Options
Use “Selectable Options” to enable user prompted filters, ie. filters that
are exposed to the user running the report (as opposed to creating it)
6
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.
29
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Advanced View: Show/Edit Table Joins
7
The Advanced View allows you to show & edit the table joins:
30
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Save & Return
8
When you are finished defining your query, be sure to select File > Save and Return.
31
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Easily Change Labels
Change the column heading by right clicking on the cell and replacing the text:
32
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
33
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Hide/Show
Hide or Show sub total rows:
34
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Group Rows
Right Click on the column you want to group by:
35
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Form Based View
Move fields around the canvas to create a form type view:
36
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
List Report Formatting
Format your List Report by right clicking on individual column headings or the entire row:
37
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Edit Existing List Report
38
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Running a List Report
Linking to Employee Details
Quickly jump to individual employee data from the report:
Click on a record in the list; select
where to jump to from the menu
40
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Linking to Employee Details (cont)
View or edit employee data:
41
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Report Filters: Date and Analysis
There are two options for filtering a report – these can be used individually
or together:
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
42
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Using List Report Filters: Groups
Create a group filter to set static filter values:
Choose a column
to filter
Select the value to
filter on
Columns with a
green dot are
currently filtered
Select a currently
filtered column and
click Clear Filter to
remove the filter
43
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Using List Report Filters: Groups (cont)
The table is now filtered on
the selected Business Unit
and Division values
List Report Filters will
indicate that filters have
been applied to the page
44
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Using List Report Filters: Custom
Create a custom filter to ensure filter values automatically update if they
meet the selected criteria:
Type in a value; select another column to
match with; or filter on missing values
45
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
46
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
47
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
48
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Using Date Options: Asat Date (cont)
Date Options will indicate
that a date filter has been
applied to the page
49
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
50
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Using Date Options: Date Range (cont)
Date Options will indicate
that date filters have been
applied to the page
51
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Pivots
Pivot a List of Data
A List Report can be pivoted and then displayed as either a Table or
Chart visual
53
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Pivot Tables
Pivot from a List Report
To Pivot a list of data, go to Tools > Pivot Query Designer:
55
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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:
56
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Create your Pivot in 3 steps:
3
57
Slice the data by adding fields onto the columns & rows:
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Pivot Tables
Use “Show Design View” to edit the Measures/Columns/Rows:
58
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
59
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
Right Click > Edit
Add Table
Component
to Page
60
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Select Query
Pivot Table Formatting
Add Title, Border Color & Cell Padding
61
Adjust Column Widths
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Save a Table Template
Pivot Chart
Pivot from a List Report
To Pivot a list of data, go to Tools > Pivot Query Designer:
63
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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:
64
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Create your Pivot in 3 steps:
3
65
Slice the data by adding fields onto the columns & rows:
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Pivot Tables
Use “Show Design View” to edit the Measures/Columns/Rows:
66
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
67
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
Right Click > Edit
Add Chart
Component
to Page
68
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Select Query
Pivot Chart Formatting
Turn on Value Labels Chart Colors
Turn on/off Gridlines
Save a Chart Template
Click on
each tab
to see different
options
Chart Type
(eg. Bar, Line,
Pie etc)
Chart Title
Preview
Changes
69
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
71
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Left Hand Quick Panel
Make quick formatting changes using the left hand panel
72
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Chart & Table Templates
Have you made a lot of formatting changes & want to save for
future use? Save a template!
73
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Add Header & Footer
Note: Headers & Footers will only appear when previewing the entire report, not single
pages in the Page Designer mode.
74
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
76
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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
77
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
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.
•
78
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Report Distributor
Add Reports into “Bundles” and use the distributor to email reports as PDF attachments one
time or on a scheduled basis.
79
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.