Transcript Ad Hoc in the Online Report Designer

Live BizX Adhoc data in the
Online Report Designer
SuccessFactors Analytics
Online Report Designer Sample
Pivot Chart
Pivot Table
List Report
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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
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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
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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
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User Guide
User Guide
Category
Creating a Adding Pages
Report
Page Designer
10
Category
Pivots
11-12
Pivot Table
List Report Adding a List Report
14-16
7
Feature
Slide
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
Pivot Chart
Feature
Pivot a List Report
Slide
34
Pivot a List Report
36-41
Formatting
42
Pivot a List Report
44-49
Formatting
50
Tips & Tricks Keyboard Shortcuts
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Left Hand Quick Panel
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Chart & Table Templates
54
Report Headers & Footers
55
Sharing Reports
57
30
Report Menu Security
58
Formatting
31
Report Ownership
59
Edit Existing List Report
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Sharing
Reports
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Create New Report
Navigating to Report Designer
Home > Analytics
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Navigating to Report Designer
Analytics > Report Designer
Demo Portal
Page
(note this landing
page is
customizable)
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Creating a New Report & Adding Pages
Folder
Add New or
Copy Page
Create New Report
Report
Page
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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.
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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.
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List Report Component
List Report
Tables > List Report
Right Click > Edit
Add List
Component
to Page
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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
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ARB 2.0
Queries
Build a New Query
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7
1.
3
4
5
6
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.
2
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Hide Duplicate
Rows
7.
Pivot the List
8.
Save
Add Fields
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
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Define People Scope
Define the scope of the people/records you want returned in your query
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^ Detailed Reporting Privileges will appear here
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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
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Sort Columns
4
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Select the most appropriate columns to sort the data by:
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Calculated & Concatenated Columns
Insert custom columns to calculate results or concatenate fields:
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Text Concatenation
Column Name
Data Type
Example
“Employee” = “ First Name” + “Last Name”
eg. “Kenneth Roden” = “Kenneth” + “Roden”
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Number Formula
Column Name
Data Type
Data Format
(Decimal Places,
percentage, etc)
Example
“Salary & Merit” = “ Current Annual Salary” + “Merit”
eg. “56000” = “50000” + “6000”
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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”
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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
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Easily Change Labels
Change the column heading by right clicking on the cell and replacing the text:
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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
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Hide/Show
Hide or Show sub total rows:
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Group Rows
Right Click on the column you want to group by:
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Form Based View
Move fields around the canvas to create a form type view:
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List Report Formatting
Format your List Report by right clicking on individual column headings or the entire row:
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Edit Existing List Report
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Pivots
Pivot a List of Data
A List Report can be pivoted and then displayed as either a Table or
Chart visual
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Pivot Tables
Pivot from a List Report
To Pivot a list of data, go to Tools > Pivot Query Designer:
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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:
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Create your Pivot in 3 steps:
3
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Slice the data by adding fields onto the columns & rows:
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Pivot Tables
Use “Show Design View” to edit the Measures/Columns/Rows:
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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
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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
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Select Query
Pivot Table Formatting
Add Title, Border Color & Cell Padding
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Adjust Column Widths
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Save a Table Template
Pivot Chart
Pivot from a List Report
To Pivot a list of data, go to Tools > Pivot Query Designer:
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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:
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Create your Pivot in 3 steps:
3
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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:
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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
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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
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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
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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.
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Left Hand Quick Panel
Make quick formatting changes using the left hand panel
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Chart & Table Templates
Have you made a lot of formatting changes & want to save for
future use? Save a template!
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Add Header & Footer
Note: Headers & Footers will only appear when previewing the entire report, not single
pages in the Page Designer mode.
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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.
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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
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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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