Advanced Reporting in The Online Report Designer

Administration Guide CONFIDENTIAL
SAP SuccessFactors Workforce Analytics

Document Version: Q2 2018 – 2018-06-01
Advanced Reporting in the Online Report Designer

Content
1 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1 Capabilities and Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
2 Creating a New Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3 List Report Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

3.1 Building a New Query. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Additional Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
4 Running a List Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

4.1 Using List Report Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
4.2 Using Date Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
5 Pivots Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
5.1 Creating Pivot Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
5.2 Creating Pivot Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
6 Report Designer Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
7 Sharing Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
7.1 Report Menu Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
7.2 Report Ownership, Editing, and Distribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
8 Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

2 CONFIDENTIAL Content
1 Overview
This guide describes the best practices for using the Online Report Designer (ORD).
The features offered by the Online Report Designer include the following:
● 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 e-mail.
● Customization: Re-label fields, custom calculations, and concatenate fields, If/Then/Else statements, hide
duplicates, transpose rows to columns.
Example of an Advanced Reporting Query
1.1 Capabilities and Limitations
This section presents the current capabilites and limitations of the ORD.
Capabilities Limitations
Outputs: Online in browser, or in outputs are PDF, Word, Power Outputs not supported: CSV, multiple worksheets in Excel,
Point and Excel (tables only) graphs not supported in Excel (tables only)

Overview CONFIDENTIAL 3
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 report

ing
Data Manipulation: Supports If/Then/Else statements Data Manipulation: Does not support the writing of SQL state
ments within the queries
Data Manipulation:
● Data joining: Cross Domain/Data joins not currently sup

ported
● 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 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 pro
file).
Bonus for WFA clients: Ability to display operational data from

Ad hoc and metrics from WFA/TI into the same report

4 CONFIDENTIAL Overview
2 Creating a New Report
This section describeshow to create a new report.
Procedure
1. Select Home Analytics .

2. Choose Report Designer from the Tools panel.
Note
This is an example landing page as it is customizable.
3. In the Manage Reports panel, you can create a new report, or select Add page to either add a new page, or copy
an existing one.

Creating a New Report CONFIDENTIAL 5
4. User the Page Designer to add and edit components on the canvas, such as tables, images, and so on.

6 CONFIDENTIAL Creating a New Report
Note
Workforce Analytics customers can use 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 CONFIDENTIAL 7
Note
Workforce Analytics customers will have access to additional components to connect to their metric cube.
The components shown above are relevant specifically to Ad hoc Report Builder data.

8 CONFIDENTIAL Creating a New Report
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.

List Report Components CONFIDENTIAL 9
The following is an overview of how to build a new query and is described in detail in the next topic.
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

10 CONFIDENTIAL List Report Components
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.

3. Runtime Filters - Use runtime filters to allow users running the report to filter the report on the selected
columns.
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.
○ 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.
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.

b. Number Formula.

c. Date Formula.

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.

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.

Here are some join examples for Object Relationships.

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 .

11. Pivot the List Report - see Pivots Overview [page 35]
3.1.1 Additional Features
There are several additional features you can use for list reports.
Change Labels
To change a column heading, right-click the cell and replace the text.

Add Subtotal/Calculated Row Functions
You can append custom rows to the bottom of List Reports by inserting various functions.

Hide/Show
Hide or show subtotal rows.

Group Rows
Right-click a column you want to group by.
Form-Based View
Move fields around the canvas to create a form type view.

List Report Formatting
Format your List Report by right-clicking individual column headings or the entire row.

Edit Existing List Report

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.

Running a List Report CONFIDENTIAL 29
● Date Options - allows you to filter the report on date parameters – for example, records dated 2012.
Related Information
Using List Report Filters [page 30]

Using Date Options [page 33]
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.

30 CONFIDENTIAL Running a List Report
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.
1. Use the Custom Filters tab to set static filters or choose from the available dynamic filters.
2. Use the Report Values tab to choose from the values currently available in the report results.
3. 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.

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.
Note
Date Options indicates that a date filter has been applied to the page.

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.

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 CONFIDENTIAL 35
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.

36 CONFIDENTIAL Pivots Overview
2. Decide what you want to measure.
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.
5. Use the Show Design View to edit the Measures, Columns, and Rows.

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.

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.

2. Finally, format your pivot chart by adjusting the chart type, labels, colors, and layout.

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.

Report Designer Tips CONFIDENTIAL 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.

44 CONFIDENTIAL Report Designer Tips
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.

Report Designer Tips CONFIDENTIAL 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 .

46 CONFIDENTIAL Sharing Reports
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.
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.

Sharing Reports CONFIDENTIAL 47
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.

● 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 email reports as PDF attachments.
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.

Sharing Reports CONFIDENTIAL 49
8 Change History
The following table provides a historical overview of the most important changes made to this document since its
initial publication.
Version Release Date Description
1.0 February 12, 2015 Initial version

Change History CONFIDENTIAL 51
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Administration Guide CONFIDENTIAL

SAP SuccessFactors Workforce Analytics

Advanced Reporting in the Online Report Designer

2 Creating a New Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

3 List Report Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4 Running a List Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

6 Report Designer Tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Advanced Reporting in the Online Report Designer

Example of an Advanced Reporting Query

1.1 Capabilities and Limitations

Advanced Reporting in the Online Report Designer

● Display data as list of transactions/records

● Override field names

Date Filtering: As of Date and Date Ranges built into EC report­

● Data joining: Cross Domain/Data joins not currently sup­

Runtime: Runtime Filters & Runtime People Scope

Report Design: Supports custom page layouts, multiple pages,

Actionable Analytics: Take action on a field by selecting User in

Bonus for WFA clients: Ability to display operational data from

Advanced Reporting in the Online Report Designer

This section describeshow to create a new report.

1. Select Home Analytics .

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

5. Choose the components that are relevant for your report.

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

3. Choose Select to build a new query or to choose a pre-saved query.

Advanced Reporting in the Online Report Designer

1. Select fields (double-click or drag)

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

3.1.1 Additional Features

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Hide or show subtotal rows.

Advanced Reporting in the Online Report Designer

Right-click a column you want to group by.

Move fields around the canvas to create a form type view.

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Here you can view or edit employee data.

Advanced Reporting in the Online Report Designer

Using List Report Filters [page 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.

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Advanced Reporting in the Online Report Designer

Date Filtering: As of Date and Date Ranges built into EC report

● Data joining: Cross Domain/Data joins not currently sup