ODS data in the Online Report Designer SuccessFactors Analytics

Online Report Designer Sample List Report Pivot Table

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

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

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 email  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

User Guide

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

Create New Report

Navigating to Report Designer Home > Analytics

Navigating to Report Designer Analytics > Report Designer Demo Portal Page (note this landing page is customizable)

Creating a New Report & Adding Pages Folder Add New or Copy Page Create New Report Report Page

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.

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.

List Report Component

Tables > List Report Build New Query or Select Pre-Saved Query Tables > List Report Add List Component to Page Right Click > Edit

New or Existing List Reports Select an Existing/Saved Query Build a New Query Queries saved in Detailed Reporting ARB 2.0 Queries

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

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

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

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.

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

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.

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

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”

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”

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

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

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

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.

Advanced View: Show/Edit Table Joins 7 The Advanced View allows you to show & edit the table joins:

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

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

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

Hide/Show Hide or Show sub total rows:

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

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:

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

Edit Existing List Report

Running a List Report

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:

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

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:

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:

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

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:

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

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

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.

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

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.

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

Pivots

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

Pivot Tables

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

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:

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

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

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

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

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

Pivot Chart

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

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:

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

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

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

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

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

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.

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

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

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

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.

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

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.

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