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

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

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

2 2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Online Report Designer Sample List Report Pivot Chart Pivot Table

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

4 4 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Online Report Designer- Details CapabilitiesLimitations 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 statementsData 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 5 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Online Report Designer- Details, Cont’. CapabilitiesLimitations 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 7 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. User Guide CategoryFeatureSlide Creating a Report Adding Pages10 Page Designer11-12 List Report Adding a List Report14-16 Adding Fields17 People Scope18 Filters19 Sorting Columns20 Calculated Columns21 Field Concatenation22 Number Formulas23 Date Formulas24 If/Then/Else Statements25 Edit Labels26 Custom Row Calculations27 Group By29 Form Based View30 Formatting31 Edit Existing List Report32 CategoryFeatureSlide PivotsPivot a List Report34 Pivot TablePivot a List Report36-41 Formatting42 Pivot ChartPivot a List Report44-49 Formatting50 Tips & TricksKeyboard Shortcuts52 Left Hand Quick Panel53 Chart & Table Templates54 Report Headers & Footers55 Sharing Reports 57 Report Menu Security58 Report Ownership59

8 Create New Report

9 9 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Navigating to Report Designer Home > Analytics

10 10 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)

11 11 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Creating a New Report & Adding Pages Folder Report Page Create New Report Add New or Copy Page

12 12 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.

13 13 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Self Service Drag component onto canvas: List ReportPivot ChartPivot Table Note: Workforce Analytics customers will have access to more components to connect to their metric cube. The components listed above are relevant specifically to Adhoc Report Builder data.

14 List Report Component

15 15 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. List Report Right Click > Edit Build New Query or Select Pre-Saved Query Tables > List Report Add List Component to Page

16 16 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. New or Existing List Reports ARB 2.0 Queries Queries saved in Detailed Reporting Select an Existing/Saved Query Build a New Query

17 17 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Build a New Query 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

18 18 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Add Fields 1 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

19 19 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Define People Scope 3 3 Define the scope of the people/records you want returned in your query ^ Detailed Reporting Privileges will appear here

20 20 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Add Filters 2 2 Add filters by defining the form section, field & operator type. The enter the value you want to filter by: Make “User Prompted” if you want to change the filter when running the report online Form Section Field Operator Free Text Select Value or

21 21 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Sort Columns 4 4 Select the most appropriate columns to sort the data by:

22 22 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Calculated & Concatenated Columns 5 5 Insert custom columns to calculate results or concatenate fields:

23 23 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Text Concatenation Data Type Example “Employee” = “ First Name” + “Last Name ” eg. “Kenneth Roden” = “Kenneth” + “Roden” Column Name

24 24 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Number Formula Data Type Example “Salary & Merit” = “ Current Annual Salary” + “Merit ” eg. “56000” = “50000” + “6000” Column Name Data Format (Decimal Places, percentage, etc)

25 25 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Date Formula Data Type Example “Form Overdue Days” = “ Form End Date” + “Form Due Date eg. “4” = “01/20/2013” - “01/16/2013” Column Name Data Format

26 26 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. 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 27 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:

28 28 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Add Subtotal/Calculated Row Functions Row Count Sum Average Min Max Value Field Name Custom Rows can be appended to the bottom of List Reports by inserting various functions: Right Click on the entire row or individual cells

29 29 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Hide/Show Hide or Show sub total rows:

30 30 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Group Rows Right Click on the column you want to group by:

31 31 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:

32 32 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:

33 33 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Edit Existing List Report

34 Pivots

35 35 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. 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 37 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot from a List Report To Pivot a list of data, go to Tools > Pivot Query Designer:

38 38 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Create your Pivot in 3 steps: Decide what you want to measure (drag into the white area of the workspace): Decide how you want to pivot the data- eg. Sum, Count, Average, Min or Max:

39 39 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Create your Pivot in 3 steps: Slice the data by adding fields onto the columns & rows: 3 3

40 40 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot Tables Use “Show Design View” to edit the Measures/Columns/Rows:

41 41 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Save your Pivot to add to your page 2 2 When finished, save your Pivot so that you can add it into a Pivot Table or Chart component:

42 42 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot Table Right Click > EditTables > Published Data Table Add Table Component to Page Select Query To lay out the Pivot on the page, you must add a Pivot Component, then attach the saved query from your List Report:

43 43 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot Table Formatting Save a Table TemplateAdjust Column Widths Add Title, Border Color & Cell Padding

44 Pivot Chart

45 45 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot from a List Report To Pivot a list of data, go to Tools > Pivot Query Designer:

46 46 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Create your Pivot in 3 steps: Decide what you want to measure (drag into the white area of the workspace): Decide how you want to pivot the data- eg. Sum, Count, Average, Min or Max:

47 47 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Create your Pivot in 3 steps: Slice the data by adding fields onto the columns & rows: 3 3

48 48 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot Tables Use “Show Design View” to edit the Measures/Columns/Rows:

49 49 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Save your Pivot to add to your page 2 2 When finished, save your Pivot so that you can add it into a Pivot Table or Chart component:

50 50 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot Chart Right Click > Edit Chart > Published Data Chart Add Chart Component to Page Select Query To lay out the Pivot on the page, you must add a Pivot Chart Component, then select the saved query from your List Report:

51 51 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. Pivot Chart Formatting Click on each tab to see different options Chart Type (eg. Bar, Line, Pie etc) Chart Title Preview Changes Turn on Value Labels Chart ColorsTurn on/off Gridlines Save a Chart Template

52 Report Designer Tips

53 53 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. 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 54 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

55 55 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!

56 56 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.

57 Sharing Reports

58 58 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved. 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 59 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

60 60 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.


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