ARB 2.0 - Cross Domain and Multi Data Set Reporting

Download Report

Transcript ARB 2.0 - Cross Domain and Multi Data Set Reporting

Cross Domain &
Multi Data Set Reporting
SuccessFactors Proprietary and Confidential © SuccessFactors
2011 SuccessFactors,
Inc.
rights reserved.
Proprietary
andAll
Confidential
© 2011 SuccessFactors, Inc. All rights reserved.
1
Adhoc Report Builder 2.0
The following guide explains the differences between “Multi
Dataset Report” and “Cross Domain Report” when building
an Adhoc Report Builder 2.0 query.
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
2
What is Multi Data Set?
Multi Data Set is an Adhoc Query that contains multiple
domains in separate tabs.
Domain 1
Domain 2
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
3
What is Cross Domain?
Cross Domain is an Adhoc Query that contains multiple
domains in a single list report (ie. linking data into a single
record using UserSysId).
Employee Profile
+ Compensation
+ Performance
Username
First Name
Last Name
Degree
Current
Annual Salary
Merit
Overall
Objective
Rating
Overall
Objective
Rating
Description
LyndalHagar
Lyndal
Hagar
Bachelors
34000
1200
2
Meets
Expectations
ScottAdams
Scott
Adams
Bachelors
54000
1700
2
Meets
Expectations
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
4
Cross Domain Coverage
Important Note: Please note that as of 1210, Cross Domain
Reporting covers modules that can be joined using the
UserSysId and therefore does not include: Succession &
Recruitment.
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
5
Configuration
Cross Domain & Multi Data Set reporting is an opt-in feature
that can be made available by your Customer Support
team.
Once enabled, access can be controlled via the Admin tools.
Admin:
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
6
Creating a Cross Domain or Multi
Data Set Report
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
7
Adding Domains
Your Description
Standard Domain Name (Domain 1)
Your Description
Standard Domain Name (Domain 2)
Multi Data Set = Each domain will be a separate tab in the output
Cross Domain = Each domain will be joined using the UserSysId into a single query
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
8
Defining Query
Each step in the query now contains an area for each domain, as defined in the
“General Info” tab.
ie. if there are 2 domains selected, then “People”, “Data Sets”, “Columns” &
“Filters” will contain a unique section for each.
Domain 1
Domain 2
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
9
Cross Domain Only: New
Relationships Pill
Information Only to show the join type. This is not editble.
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
10
Exporting Considerations
- Both report types must be run offline (due to performance considerations)
- Multi Data Set Report default export is offline via a default excel template
- Multi Data Set Reports can be exported to csv for data sets for BIRT reports
SuccessFactors Proprietary and Confidential © 2011 SuccessFactors, Inc. All rights reserved.
11