Creating Pivots with Textual Data

Objective

After completing this lesson, you will be able to create pivots with textual data in SAP SuccessFactors Canvas Reports.

Pivots with Textual Data

Introduction

Sometimes, a list report will have multiple rows per employee. In the example in the figure below, each user has several different competencies, and their corresponding ratings are listed under Competency Name. Each competency outputs as an individual row.

Competency ratings table listing names, with competencies and ratings from Meets Expectations to Outstanding to Exceeds Expectations in various skills.

When you have created a query, you may want to present the data as a pivot table. In this case there will be one row per employee, and the competency names will be transposed from rows to column headers. Ratings will be shown in the cells under each column.

You follow the same procedure as working with numeric data, except when you add the measure, the list of functions available will be restricted to those that can be applied to textual data.

For example, you would add the competency name to the columns, employee name to the row, and the competency rating to the data area. Depending on the situation, you will need to select the correct aggregate function.

Pivot table showing individuals assessed on four competencies: Communication, Customer Focus, Hiring, and Teamwork, with ratings from 'Needs Improvement' to 'Outstanding'.