BizX Data in the Online Report Designer

7/25/2019 BizX Data in the Online Report Designer

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Live BizX Adhoc data in theOnline Report Designer

SuccessFactors Analytics


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2 SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

Online Report Designer Sa%ple

List Report

Pivot Chart

Pivot Table


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Online Report Designer( Su%%ary o Advantages

) Self Service:Build your o*n reports ro% *ithin the easy to useSFSF Online Report Designer tool

) Formatted & Presentation Ready:+isualize ,ueries in tabular list

or%at$ as pivot tables and in a wide variety of chart styles

) Eportable: PP-$ PDF$ .ord$ /0cel$ Schedule 1 /%ail

) Customi!ation: Relael Fields$ Custo% Calculations 1 Concatenate

Fields$ 34-hen4/lse state%ents$ hide duplicates$ transpose ro*s tocolu%ns


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Online Report Designer( DetailsCapabilities Limitations

Outputs: Online in Browser or outputs are PDF,Word, PPT and Excel (tables only)

Outputs: C! output not supported, "ultiplewor#s$eets not supported in Excel output,%rap$s not supported in Excel output

Components:(Display data as list o& transactions'records(Piot Table (a, su*, count, *in, *ax)(Piot C$art (a, su*, count, *in, *ax)

Components:Tables Does not currentlysupport percent o& total

Customization: Oerride Field +a*es

Customization: upports calculated colu*ns(custo* nu*ber &or*ulas, custo* date &or*ulas- text concatenation) , upports .&'T$en'Elsestate*ents

Data Manipulation: Does not support t$ewritin o& /0 state*ents wit$in t$e 1ueries

Data Manipulation: upports Cross Do*ain

2eportin

Data Manipulation: 3ide Duplicate 2ows

Data Manipulation:Transpose data &ro* rowsto colu*ns

Runtime: 2unti*e Filters - People cope


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Online Report Designer( Details$ Cont7&Capabilities Limitations

Report Design: upports custo* pae layouts,

*ultiple paes, &or*attin, i*aes, text

Scheduling/Distribution: upports sc$edulinreports o4ine, e*ail or FTP ia end user &acin2eport Distributor Tool5

Publish & Share Reports: !isibility o& t$ereports can be set &or a de6ned roup'role

Actionable Analtics:Ta#e action on a 6eld byselectin 7ser in report and lin# to ot$er parts o&t$e suite (e5 e*ployee pro6le)5

!onus "or #$A clients: 8bility to displayoperational data &ro* 8d$oc and *etrics &ro*WF8'T. into t$e sa*e report


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8ser 9uide


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8ser 9uide

Categor

$eature Slide

Creatina 2eport

8ddin Paes 9

Pae Desiner 99;9

8ddin Fields 9?

People cope 9@

Filters 9A

ortin Colu*ns

0e&t 3and /uic# Panel ??

C$art - TableTe*plates

?@

2eport 3eaders -Footers

?A


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Create ;e* Report


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< SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

;avigating to Report Designer

=o%e > Analytics


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#" SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

;avigating to Report Designer

Analytics > Report Designer

De%o Portal

Page

?note this

landing

page is

custo%izale@


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Creating a ;e* Report 1 Adding Pages

Folder

Report

Page

Create ;e* Report

Add ;e* or

Copy Page


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Page Designer

/0it Page Designer

Drag Co%ponent onto Canvas

/dit Portrait4Landscape Page Di%ensions

;ote .ororce Analytics custo%ers *ill have access to all the co%ponents aove ?as they connect to their %etric cue@&

For the list o co%ponents relevant to Adhoc Report Builder data$ see the ne0t slide&


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Sel Service

"ra# component onto canvas:

List Report Pivot ChartPivot Table

;ote .ororce Analytics custo%ers *ill have access to %ore co%ponents to connect to their %etric cue& -he

co%ponents listed aove are relevant speciically to Adhoc Report Builder data&


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List Report Co%ponent


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#6 SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

List Report

Ri#ht Clic$ % Edituild 'ew (uery

or

Select Pre)Saved

(uery

Tables % List Report

*dd List

Component

to Pa#e


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# SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

;e* or /0isting List Reports

ARB 2&"

ueries

ueries saved in

Detailed Reporting

Select an /0isting4Saved uery

Build a ;e* uery


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#: SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

Build a ;e* uery

#& Select Fields

?doule clic or

drag@

2& Add Filters

'& Change People

?eg& tea% vie*$ detailed

reporting rights$ etc@

5& Sort Colu%ns

6& Add Calculated

Colu%ns

& =ide Duplicate

Ro*s

:& Pivot the List

E& Save

9

=>

Report Sharing


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Search or an 3ndividual 8ser


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6E SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

Or deine a set o Dyna%ic Criteria

Bet*een each ro* o criteria J OR

On each ro*$ the co%ination o criteria J A;D

ie& -he report elo* *ill e shared *ith

#& Anyone in SalesDepart%ent OR

2& Anyone in i!; Role ;G OR

'& Anyone *ho is a .ana#erA;D in *P*C

;ote i BizX RBP is not enaled or custo%er does not o*n .FA$ the BizX RoleG 1 .FA RoleG colu%ns *ill not appear&

.FA Only Custo%er i a custo%er only uses the .FA product$ then only the .FA RoleG colu%n *ill appear&


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Pulished Reports Ienu


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-o Add a Report to the Pulished Report Ienu


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.ho can add reports to the Ienu

)Aility to add reports to the pulished

reports %enu

)Aility to add4edit pulished reports %enu

structure

3.enu uildin#5

.ho has access to *hat on the Pulished Reports


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pIenu

Published Reports .enu

-he application *ill chec

Does the user elong to a .FA Role that has access to this

%enu

3 yes$ sho* all reports in %enu&

3 no$ does the %enu contains reports that have een shared

*ith the user or the users role

3 yes$ sho* reports in %enu that have een shared *ith user&


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' SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

3%pact to /0isting 3%ple%entations

Pulished Reports Ienu ac$wards Compatible

Any %enu setting %ade in a under Role Iaintenance *ill still e adhered to&


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AllG Access to Pulished Reports Ienu

)Iaster s*itch *hich *ill give access to all

%enus 1 reports *ithin the%

30iew *ll .enus5

S ii F ld A


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Speciic Folder Access

)9rant per%issions to entire olders 1 all

reports *ithin the% in the Pulished Reports

Ienu area

3.enus5


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Report Designer.orspace

3 t t / i ti 3 l t ti


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3%pact to /0isting 3%ple%entations

Report Designer This will chan#e for eistin# clients-

Only roles *ith Report Designer Ad%inG *ill see all reports in Report Designer&

Regular Report DesigningG users *ill only see Reports that they created or are shared *ith the%&

- A - i R t D i


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-*o Access -ypes in Report Designer

)Run$ /dit 1 Share access to all reports

)Run$ /dit 1 Share access to reports o*ned

y you only

)Run access to reports shared *ith you&

3Report "esi#nin# *dmin5

3Report "esi#nin#5

= t t ll i R t h h d


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=yperlin to a Report

A i t i h li


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:# SuccessFactors Proprietary and Conidential ! 2"#2 SuccessFactors$ An SAP Co%pany& All rights reserved&

Accessing a report via a hyperlin

Please note that i a report has een shared *ith a user and contains hyperlins to otherreports$ these reports do not have to e shared *ith the user& ie& any report delivered via a

hyperlin *ill e auto%atically granted access to the report ecause the report containingthe hyperlins has een shared intentionally&

/ l S i


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Report O*nership 1 /diting Rights

) Reports are o*ned y the user that creates the%&

) Reports can only e edited y the o*ner$ unless an other user has the Report DesignerAd%inG per%ission&

) -he Report 4wner or individual Pa#e 4wner can e change y using File % Edit 4wnership&


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Report Distriutor

Report Distriutor


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Report Distriutor

Add Reports into BundlesG and use the distriutor to run oline$ e%ail or F-P&


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Report Designer -ips

Right Clic Ienu 1 eyoard Shortcuts


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Right Clic Ienu 1 eyoard Shortcuts

Right Clic to Edit$ "elete$ Copyand Paste&

-ip eyoard shortcuts DelG$ Ctrl K CG$ C-RL K PG *ill also *or&

Let =and uic Panel


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Let =and uic Panel

Iae ,uic or%atting changes using the let hand panel

Chart 1 -ale -e%plates


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Chart 1 -ale -e%plates

=ave you %ade a lot o or%atting changes 1 *ant to save or

uture use Save a te%plate

Add =eader 1 Footer


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Add =eader 1 Footer

;ote =eaders 1 Footers *ill only appear *hen previe*ing the entire report$ not single

pages in the Page Designer %ode&

BizX Data in the Online Report Designer

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Transcript of BizX Data in the Online Report Designer