1. ODS data in the Online Report Designer
SuccessFactors Analytics

2. Online Report Designer Sample
List Report
Pivot Table

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 (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

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
Navigating to the tool
8-9
Adding Pages 10
Page Designer
11-13
List Report
Adding a List Report
14-17
Adding Fields 18
Static Filters 19
Date Options 20
Sorting Columns 21
Calculated & Aggregated Columns 22
Field Concatenation 23
Number Formulas 24
Date Formulas 25
If/Then/Else Statements 26
Aggregated Columns 27
Selectable Options (Runtime Filters) 28
Advanced View (show/edit table joins) 29
Save & Return 30
Edit Labels 31
Custom Row Calculations
32-33
Group By 34
Form Based View 35
Formatting 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
53-59
Formatting 60
Pivot Chart
61-67 68
Tips & Tricks
Keyboard Shortcuts 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

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 Save (File > Save) 7 8 9 3
Select Fields (double click or drag)
Add Filters
Set Date Options
Sort Columns
Add Calculated Columns
Set any Selectable Options (filters & people)
Advanced View (to display/edit joins)
Save (File > Save)
Pivot the List (Tools > Pivot) 4 5 6 1 2

18. Add Fields Drag or Double Click Fields & see a live Preview:1
Drag or Double Click Fields & see a live Preview:
Drag columns to re-order

19. 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

20. 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.

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

22. 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 pre-exist 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.

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

24. 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”

25. 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”

26. 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

27. Aggregated Column
Aggregated Calculated Columns will aggregate data found in multiple rows:

28. Aggregated Column
Use the Aggregated Column wizard to step through building an aggregation:

29. 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.

30. Advanced View: Show/Edit Table Joins7
The Advanced View allows you to show & edit the table joins:

31. Save & Return 8
When you are finished defining your query, be sure to select File > Save and Return.

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

33. 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

34. Hide/Show
Hide or Show sub total rows:

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

36. 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:

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

38. Edit Existing List Report

39. Running a List Report

40. Linking to Employee Details
Click on a record in the list; select where to jump to from the menu
Quickly jump to individual employee data from the report:

41. Linking to Employee Details (cont)
View or edit employee data:

42. Report Filters: Date and Analysis
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
There are two options for filtering a report – these can be used individually or together:

43. Using List Report Filters: Groups
Select the value to filter on
Choose a column to filter
Columns with a green dot are currently filtered
Select a currently filtered column and click Clear Filter to remove the filter
Create a group filter to set static filter values:

44. Using List Report Filters: Groups (cont)
List Report Filters will indicate that filters have been applied to the page
The table is now filtered on the selected Business Unit and Division values

45. Using List Report Filters: Custom
Type in a value; select another column to match with; or filter on missing values
Create a custom filter to ensure filter values automatically update if they meet the selected criteria:

46. 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

47. 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

48. 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.

49. Using Date Options: Asat Date (cont)
Date Options will indicate that a date filter has been applied to the page

50. 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.

51. Using Date Options: Date Range (cont)
Date Options will indicate that date filters have been applied to the page

52. Pivots

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

54. Pivot Tables

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

56. 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:

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

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

59. 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

60. 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

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

62. Pivot Chart

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

64. 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:

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

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

67. 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

68. 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

69. 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

70. Report Designer Tips

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

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

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

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

75. Sharing Reports

76. 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.

77. 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

78. 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.

79. Report Distributor
Add Reports into “Bundles” and use the distributor to reports as PDF attachments one
time or on a scheduled basis.