Introducing the Administration Course
Providing an Overview of the SAP SuccessFactors Platform Reporting Tools
Working with SAP SuccessFactors Report Center
Working with SAP SuccessFactors Story Reports
Working with SAP SuccessFactors Table Reports
Working with SAP SuccessFactors Canvas Reports
Working with Tile-Based Dashboard Framework
SAP HR Analytic Solutions Overview
Planning Next Steps

Creating a New Story Report

Objective

After completing this lesson, you will be able to create new SAP SuccessFactors Story Reports.

Story Overview

Story is a presentation-style report that uses visualizations (charts, images, text, tables, shapes) to describe data. Story reports consists of pages. Pages are made up of the following:

  • Visualizations of data
  • Filters and input controls to manipulate the data

Stories use data sources (queries) that retrieve your desired reporting and use widgets to represent the data. To build or update queries, you work in the Query Designer. To manage the representation of the data the queries retrieve, you work with Story Designer on pages.

Story Overview page shown.

Introduction to Story Creation Video Tutorial

Many of these steps will be further detailed in the following lessons.

Create a Story Report

The high-level steps to create a story report are listed below.

  1. Navigate to Report Center.
  2. Choose Create and select Story.Report Type options shown.
  3. Select a Design Mode Type (Optimized or Classic). Review the note below.Select design mode type options shown.
  4. Build a query in Query Designer.
    1. Browse the module data sets in the Available Data section, and expand the data set for your report.
    2. To select a table for your query, double-click it or drag-and-drop it on the query canvas.
    3. On the query canvas, select the table on which you want to build your query.
    4. Add columns and filters to build your query, using the options on the Action menu.
    5. When you have completed your query, choose Finish.
    6. Enter a data source name.
    7. Choose OK to save the query.
  5. Add and configure widgets in your story in Story Canvas.
    1. Add charts and tables to represent your data.
    2. Add filters and input controls to help analyze the data.
    3. Add text, images, and shapes to support the display and understanding of the report.
  6. Save the Report using the File Menu.
  7. Return to Report Center.
Classic Stories are planned for deprecation. It is recommended that you create your Story in the Optimized Design Experience.

This course will not include information on using Classic Story modes.

For information on optimized vs. classic modes, please review the help documentation: Use the Optimized Story Experience | SAP Help Portal.

Summary

  • Stories are presentation-style reports using visualizations (charts, tables, text) to display data from queries.
  • Built in Query Designer (data retrieval) and Story Designer (data representation).