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Live BizX Adhoc data in the Online Report Designer

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Presentation on theme: "Live BizX Adhoc data in the Online Report Designer"— Presentation transcript:

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

2 Online Report Designer Sample
Pivot Chart Pivot Table List Report

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

4 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: Display data as list of transactions/records Pivot Table (avg, sum, count, min, max) Pivot Chart (avg, sum, count, min, max) Components: Does not currently support percent of total Customization: Override Field Names Customization: Supports  calculated columns (custom number formulas, custom date formulas & text concatenation) Data joining: Cross Domain/Data joins not currently supported Data Manipulation: Supports If/Then/Else statements Data Manipulation: Does not support the writing of SQL statements within the queries Data Manipulation: Hide Duplicate Rows Data Manipulation: Transpose data from rows to columns Runtime: Runtime Filters & People Scope

5 Online Report Designer- Details, Cont’.
Capabilities Limitations Report Design: Supports custom page layouts, multiple pages, formatting, images, text Scheduling/Distribution: Supports scheduling reports offline via   of PDF through Report Distributor (end user facing tool) Scheduling/Distribution: Does not currently support FTP scheduling or run offline to excel/non-PDF formats Publish & Share Reports: Visibility of the reports can be set for a defined group/role Actionable Analytics: Take action on a field by selecting User in report and link to other parts of the suite (eg. employee profile). Bonus for WFA clients: Ability to display operational data from Adhoc and metrics from WFA/TI into the same report

6 User Guide

7 User Guide Category Feature Slide Creating a Report Adding Pages 10
Page Designer 11-12 List Report Adding a List Report 14-16 Adding Fields 17 People Scope 18 Filters 19 Sorting Columns 20 Calculated Columns 21 Field Concatenation 22 Number Formulas 23 Date Formulas 24 If/Then/Else Statements 25 Edit Labels 26 Custom Row Calculations 27 Group By 29 Form Based View 30 Formatting 31 Edit Existing List Report 32 Category Feature Slide Pivots Pivot a List Report 34 Pivot Table 36-41 Formatting 42 Pivot Chart 44-49 50 Tips & Tricks Keyboard Shortcuts 52 Left Hand Quick Panel 53 Chart & Table Templates 54 Report Headers & Footers 55 Sharing Reports 57 Report Menu Security 58 Report Ownership 59

8 Create New Report

9 Navigating to Report Designer
Home > Analytics

10 Navigating to Report Designer
Analytics > Report Designer Demo Portal Page (note this landing page is customizable)

11 Creating a New Report & Adding Pages
Folder Add New or Copy Page Create New Report Report Page

12 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.

13 Self Service List Report Pivot Table Pivot Chart
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.

14 List Report Component

15 Tables > List Report
Build New Query or Select Pre-Saved Query Tables > List Report Add List Component to Page Right Click > Edit

16 New or Existing List Reports
Select an Existing/Saved Query Build a New Query Queries saved in Detailed Reporting ARB 2.0 Queries

17 Build a New Query Select Fields (double click or drag) Add Filters
8 7 Select Fields (double click or drag) Add Filters Change People (eg. team view, detailed reporting rights, etc) Sort Columns Add Calculated Columns Hide Duplicate Rows Pivot the List Save 3 4 1 5 6 2

18 Add Fields Drag columns to re-order
1 Drag or Double Click Fields & see a live Preview: Edit menu shows selected fields Note that the default data returned is “Team View” of the logged in user

19 Define People Scope Define the scope of the people/records you want returned in your query 3 ^ Detailed Reporting Privileges will appear here

20 Add Filters Add filters by defining the form section, field & operator type. The enter the value you want to filter by: 2 Form Section Field Operator Free Text or Select Value Make “User Prompted” if you want to change the filter when running the report online

21 Sort Columns Select the most appropriate columns to sort the data by:
4

22 Calculated & Concatenated Columns
Insert custom columns to calculate results or concatenate fields: 5

23 Text Concatenation Column Name Data Type
Example “Employee” = “ First Name” + “Last Name” eg. “Kenneth Roden” = “Kenneth” + “Roden”

24 Number Formula Column Name Data Type Data Format (Decimal Places,
percentage, etc) Example “Salary & Merit” = “ Current Annual Salary” + “Merit” eg. “56000” = “50000” + “6000”

25 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”

26 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

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

28 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

29 Hide/Show Hide or Show sub total rows:

30 Group Rows Right Click on the column you want to group by:

31 Move fields around the canvas to create a form type view:
Form Based View Move fields around the canvas to create a form type view:

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

33 Edit Existing List Report

34 Pivots

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

36 Pivot Tables

37 Pivot from a List Report
To Pivot a list of data, go to Tools > Pivot Query Designer:

38 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:

39 Create your Pivot in 3 steps:
Slice the data by adding fields onto the columns & rows:

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

41 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

42 Tables > Published Data Table
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 Component to Page Right Click > Edit Select Query

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

44 Pivot Chart

45 Pivot from a List Report
To Pivot a list of data, go to Tools > Pivot Query Designer:

46 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:

47 Create your Pivot in 3 steps:
Slice the data by adding fields onto the columns & rows:

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

49 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

50 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 Component to Page Right Click > Edit Select Query

51 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

52 Report Designer Tips

53 Right Click Menu & Keyboard Shortcuts
Right Click to Edit, Delete, Copy and Paste. Tip: Keyboard shortcuts “Del”, “Ctrl + C”, “CTRL + P” will also work.

54 Left Hand Quick Panel Make quick formatting changes using the left hand panel

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

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

57 Sharing Reports

58 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.

59 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

60 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.


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