BIRT Guide Transposing data from rows to columns

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Presentation transcript:

BIRT Guide Transposing data from rows to columns Using BIRT v2.6.0

Desired Output ARB 2.0 output is one row per competency as this is how the data is stored in the underlying tables: However the desired output is one row per employee/subject & one column per competency:

Define your ARB 2.0 Report In this example we will be using Competency data from the Performance module

Export data from ARB 2.0 Once you have selected all of the desired columns/filters etc, use the “Export Dataset” feature to save this report to your desktop:

In BIRT Open BIRT and start a new Template. On the “Data Explorer” tab > Right click on “Data Sources” > New Data Source Select “Flat File Data Source” Click Next

In BIRT Select the folder you saved your ARB data to during the “Export Dataset” step Click Finish On the “Data Explorer” tab > Right click on “Data Sets” > New Data Set

In BIRT Select “Data Source” in the “Flat File Data Source” folder and give your Data Set a name (in the bottom field) Click Next

In BIRT 6. Select the .csv file that you exported at the “Export Dataset” step in ARB Add all of the fields to the right hand data selection panel You should now see the fields in the “Data Sets” area of BIRT

In BIRT Drag the Data Set onto your page You will now see a table in your report

In BIRT Right Click on the “Table” button > Insert Group > Above

In BIRT Select the User Name field from the “Group On:” menu Clear out the “Item Expression” field

In BIRT Insert any extra columns required and rename the Column Headings to something more understandable by right clicking on the field > Edit > Type Copy the cells from the Detail row into the Header row: Header Detail

In BIRT Delete the Detail row & Footer group row: You should now see this: Detail Footer Group

In BIRT 19. We now want to insert a “Aggregation” item into the cell under each Competency column header:

In BIRT 20. Enter a “Column Binding Name” of your choice and define the Data Type & set the Function to “FIRST”

In BIRT 21. Select the “JavaScript Syntax” button next to the Expression field:

In BIRT 22. In the Expression Builder, select the field that you want to transpose, in this example, “Competency Rating”.

In BIRT 23. Select the “JavaScript Syntax” button next to the Filter Condition field:

In BIRT 24. In the Expression Builder, select the Competency Name field and add the competency name for the first column, in this case “==“Communication””

In BIRT 25. Repeat steps 18-24 for each Competency (or copy & paste the first aggregation item into the second cell), until you have an Aggregation item in each:

In BIRT 26. Preview the report to confirm the results:

In BIRT 27. When you are ready to upload the template to SuccessFactors, save the template and upload the template to your ARB query: 28. Save & Run the report as per normal. The BIRT template will now be applied each time you run the report within SuccessFactors Adhoc Report Builder tool.