Advanced Reporting in the Online Report Designer Administration Guide

Transcription

1 SuccessFactors HCM Suite August 2014 Release Document Version: August 22, 2014 Advanced Reporting in the Online Report Designer Administration Guide

2 Table of Contents 1 Overview Capabilities and Limitations Creating a New Report List Report Components Building a New Query Additional Features Running a List Report Using List Report Filters Using Date Options Pivots Overview Creating Pivot Tables Creating Pivot Charts Report Designer Tips Sharing Reports Report Menu Security Report Ownership, Editing, and Distribution SAP SE or an SAP affiliate company. All rights reserved. Table of Contents

3 1 Overview This guide describes the best practices for using the Online Report Designer (ORD). The following is a summary of the advantages of the Online Report Designer. 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 and . Customization: Re-label fields, custom calculations, and concatenate fields, If/Then/Else statements, hide duplicates, transpose rows to columns. The image shows the outcome of building an advanced reporting query. 1.1 Capabilities and Limitations This section presents the current capabilites and limitations of the ORD. Capabilities Outputs: Online in Browser or outputs are PDF, Word, PPT and Excel (tables only) Limitations Outputs: CSV output not supported, multiple worksheets not supported in Excel output, graphs not supported in Excel output (tables only) Overview 2014 SAP SE or an SAP affiliate company. All rights reserved. 3

4 Capabilities Limitations 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 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 Ad hoc and metrics from WFA/TI into the same report SAP SE or an SAP affiliate company. All rights reserved. Overview

5 2 Creating a New Report This section describes the creation of a new report. Procedure 1. Navigate to the Report Designer. Go to Home Analytics. 2. Choose Report Designer from the Tools panel. Note This is a demo Portal Page (this landing page is customizable). 3. In the Manage Reports panel, choose New Report to create a new report, or Add page to either add a new page or copy an existing one. Creating a New Report 2014 SAP SE or an SAP affiliate company. All rights reserved. 5

7 Note Workforce Analytics customers will have access to all the components above (as they connect to their metric cube). 5. Choose the components that are relevant for your report. Creating a New Report 2014 SAP SE or an SAP affiliate company. All rights reserved. 7

8 Note Workforce Analytics customers will have access to more components to connect to their metric cube. The components shown above are relevant specifically to Ad hoc Report Builder data SAP SE or an SAP affiliate company. All rights reserved. Creating a New Report

9 3 List Report Components This section describes the list report components and the process for creating a new query or opening and editing an existing one. 1. Go to Tables List Report, and add the list component to the page. 2. Right click and choose Edit this component. 3. Choose Select to build a new query or to choose a pre-saved query. The following is an overview of how to build a new query and is described in detail in the next topic. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 9

10 1. Select fields (double-click or drag) 2. Add filters 3. Add Runtime Filters 4. Add Person Context 5. Set Date Options 6. Sorting 7. Add calculated columns 8. View Object Relationships 9. View Query Columns 10. Save SAP SE or an SAP affiliate company. All rights reserved. List Report Components

11 3.1 Building a New Query This section describes in detail the process for creating a new query. Procedure 1. Add fields - You can drag or double-click fields and see a live preview of your query. You can also drag columns to reorder them. 2. Static Filters - You can easily add filters by defining the field and operator type. Then enter or select the value you want to filter by. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 11

12 3. Runtime Filters - Use runtime filters to allow users running the report to filter the report on the selected columns SAP SE or an SAP affiliate company. All rights reserved. List Report Components

13 4. Person Context - Use person context to enable report filtering on a selected user s direct and indirect reports. 5. Date Options - Next you can define the date parameters, such as As of Date or Date Range. The following parameters need to be populated: Driving Table Options- The driving table is the main table that we report on. Only the first table in the query and any tables that have an inner join to the first table can be used as the driving table. Define the Date Type. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 13

14 Use Custom Columns - Required if the table does not have inherent 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. 6. Sort Columns - Select the most appropriate columns to sort the data by SAP SE or an SAP affiliate company. All rights reserved. List Report Components

15 7. Calculated & Aggregated Columns - You can insert custom columns to calculate results, concatenate fields, and write IF/THEN/ELSE statements. Calculated Columns - This is a column that is created by combining data from other columns in the query. Calculated columns support the following: a) Text Concatenation. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 15

18 d) If/Then/Else Statements. 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. Aggregated Calculated Columns will aggregate data found in multiple rows SAP SE or an SAP affiliate company. All rights reserved. List Report Components

19 Use the Aggregated Column wizard to step through building an aggregation. 8. Object Relationships - The Object view allows you to show and edit the object joins. Inner: Show all records from each object that match. Left: Show all records from the left object and only records that match from the other object. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 19

21 9. Columns View - Shows a summary view of the columns included in the query including override labels, sorting, and filters (if applicable). 10. Save and Return- When you are finished defining your query, be sure to select File Save Return. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 21

22 11. Pivot the List Report - see Pivots Overview [page 35] Additional Features There are several additional features you can use for your List Reports. Change Labels Easily change the column heading by right clicking on the cell and replacing the text SAP SE or an SAP affiliate company. All rights reserved. List Report Components

23 Add Subtotal/Calculated Row Functions Custom Rows can be appended to the bottom of List Reports by inserting various functions. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 23

25 Group Rows Right-click on the column you want to group by. Form Based View Move fields around the canvas to create a form type view. List Report Components 2014 SAP SE or an SAP affiliate company. All rights reserved. 25

28 4 Running a List Report This section describes how to run a List Report, and use filters and date options. You can quickly jump to individual employee data from the report by using linking to employee details. Here you can view or edit employee data. There are two options for filtering a report these can be used individually or together: List Report Filters - allows you to filter the report on the available analysis filters for example, Department, Division, Gender. Date Options - allows you to filter the report on date parameters for example, records dated SAP SE or an SAP affiliate company. All rights reserved. Running a List Report

29 Related Information Using List Report Filters [page 30] This section describes how to use the List Report Filters. Using Date Options [page 32] This section describes how to use the date options. Running a List Report 2014 SAP SE or an SAP affiliate company. All rights reserved. 29

30 4.1 Using List Report Filters This section describes how to use the List Report Filters. List Report Filters 1. Select a column to filter. 2. Select the value to filter on. Note Columns that are marked with a green dot are currently filtered. You can select a currently filtered column and click Clear Filter to remove the filter. a. Use the Custom Filters tab to set static filters or choose from the available dynamic filters. b. Use the Report Values tab to choose from the values currently available in the report results SAP SE or an SAP affiliate company. All rights reserved. Running a List Report

31 c. Use the Field Comparison tab to show records where the value in one column is compared to the value in another column in the same record. 3. The table is now filtered on the selected Business Unit and Division values. Note List Report Filters indicate that filters have been applied to the page. Running a List Report 2014 SAP SE or an SAP affiliate company. All rights reserved. 31

32 4.2 Using Date Options This section describes how to use the date options. As of Date Option An As Of Date option allows you to choose a single date to filter the report. Choose from a static date, or from one of the available dynamic options. Only records that are valid as of the chosen date will be shown in the report SAP SE or an SAP affiliate company. All rights reserved. Running a List Report

34 Date Range You can use the Date Range date option to choose a date range to filter the report. Choose from a dynamic date range, static to/from dates, or dynamic to/from dates. All records that are valid within the chosen dates will be shown in the report. Note Date Options indicates that a date filter has been applied to the page SAP SE or an SAP affiliate company. All rights reserved. Running a List Report

35 5 Pivots Overview A List Report can be pivoted and then displayed as either a Table or Chart visual. The examples below show the same data being displayed as a chart and a table. Pivots Overview 2014 SAP SE or an SAP affiliate company. All rights reserved. 35

36 5.1 Creating Pivot Tables This section describes how to create a pivot table from a saved Advanced Reporting query. Procedure 1. To Pivot a list of data, open your Advanced Reporting query and choosepivot Query Designer. 2. Decide what you want to measure SAP SE or an SAP affiliate company. All rights reserved. Pivots Overview

37 3. Decide how you want to pivot the data, for example, Sum, Count, Average, Minimum, or Maximum. 4. Slice the data by adding fields onto the columns and rows. Pivots Overview 2014 SAP SE or an SAP affiliate company. All rights reserved. 37

39 6. When finished, save your pivot so that you can add it into a Pivot Table or Chart component in your report. 7. To lay out the Pivot on the page, add a Pivot Component, then attach the saved pivot query. a) Go to Tables Published Data Table, and add the table component to the page. b) Right click and choose Edit this component. c) Select the desired query. 8. Finally, format your pivot table by adjusting the table style, labels, and layout. Pivots Overview 2014 SAP SE or an SAP affiliate company. All rights reserved. 39

40 5.2 Creating Pivot Charts This section describes how to create a pivot chart from a saved Advanced Reporting query. Context Follow Steps 1 to 6 from here: Creating Pivot Tables [page 36]and then continue as described below. Procedure 1. To lay out the Pivot on the page, add a Pivot Chart Component, then select the saved query from your List Report. a) Go to Charts Published Data Chart, and add the chart component to the page. b) Right click and choose Edit this component. c) Select the desired query SAP SE or an SAP affiliate company. All rights reserved. Pivots Overview

42 6 Report Designer Tips This section provides tips for working with the Report Designer. Right Click Menu & Keyboard Shortcuts Right click to Edit, Delete, Copy, and Paste. Keyboard shortcuts Del, Ctrl + C, CTRL + P will also work. Quick Panel Make quick formatting changes using the panel on the left-hand side SAP SE or an SAP affiliate company. All rights reserved. Report Designer Tips

43 Chart & Table Templates If you have made a lot of formatting changes to charts and tables and want to save them for future use, save it as a template. Report Designer Tips 2014 SAP SE or an SAP affiliate company. All rights reserved. 43

44 Add Header & Footer Add headers and footers to include additional information. Note Headers and footers will only appear when previewing the entire report, not single pages in the Page Designer mode SAP SE or an SAP affiliate company. All rights reserved. Report Designer Tips

45 7 Sharing Reports You can share the reports with users who do not have access to Report Designer. When you are ready to share the report, add the report to a menu folder. Menus can be controlled by Role Based Security in Admin Roles Maintenance. 7.1 Report Menu Security As an Administrator you can control access to the report folders. Procedure 1. Click the Admin link in the top right corner, underneath your logo. Sharing Reports 2014 SAP SE or an SAP affiliate company. All rights reserved. 45

46 2. Go to Roles Maintenance. You can use User Maintenance if you are unsure of the role that your desired user has. 3. Under Settings, click Edit and refine the list of available published report folders. 7.2 Report Ownership, Editing, and Distribution This section describes the ownership, editing, and distribution settings for reports. Ownership and Editing Rights Reports are owned by the user that creates them SAP SE or an SAP affiliate company. All rights reserved. Sharing Reports

47 Reports can only be edited by the owner, unless another user has the Report Designer Admin permission. The Report Owner or individual Page Owner can be changed by using File Edit Ownership. Distribution Open the Report Distributor to reports as PDF attachments. Sharing Reports 2014 SAP SE or an SAP affiliate company. All rights reserved. 47

48 The reports can be sent one time or on a scheduled basis using the Scheduler. You can also put reports into Bundles and send them together SAP SE or an SAP affiliate company. All rights reserved. Sharing Reports

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