Table Report Builder provides multiple options for filtering. The two main choices are Filter By My Selection and Filter By Rule. Each of these options can be customized to meet the needs of the creator of the report.
Filtering Data
Objective
After completing this lesson, you will be able to filter data in SAP SuccessFactors Table Report.
Filters Overview
Filters by My Selection
Filter By My Selection enables the creator of the report to select their criteria from the list of existing data in the field. This can be useful if searching for a specific value from the field.
Filters by Rule
Filter by Rule enables more flexibility in setting up your criteria. Rules can be created to find exact matches, similar matches, or numeric values greater than, less than, or equal to. This option may also be used to find blanks which can identify users without the data you are looking for.
You have the option of creating multiple rules within the Filter Group to create AND or OR statements.
User Prompted
Each of the of options allow the creator of the report to select User Prompted. If selected, the report viewer will be prompted to enter criteria (either by selection or by rule) at the time the report is generated. This allows the report to be flexible in its use. For example, instead of a report that searches for all employees who speak French fluently, by prompting the user for criteria, the report could be generated for different languages at the report viewer's discretion.
Note
The filters that are applied, and the values on the filters do NOT appear in the report output. So if you want to create a report that finds all employees who speak a particular language, and you are using a filter to pick which language at the time of running the report, you should save your report with a name that tells you the language you have used in the filters. In addition, notice that the values available to you to select on a filter are the values that appear for people in the database. If no one in the company has reported that they speak French, then "French" will not appear as an option within the Language filter, even if your system is set up to allow people to select French as their default language.
Filter Groups
When using the filter options, you may create multiple filter groups. You have the option of creating multiple rules within a filter group to create AND or OR statements. By adding additional filter groups, you create OR statements.
For example, if you wish to return data for people who speak Spanish AND who are located in Spain, you would create one filter group that contained the filter "Language Spoken" = "Spanish" and the filter "Location" = "Spain". For people to pass through this filter group and appear in your report, both conditions must be true.
By contrast, if you wanted to find people who either spoke Spanish OR lived in Spain, you would create two filter groups: the first filter group would contain the filter Language Spoken = Spanish, while the second filter group would contain the filter Location= Spain; If either one of the two filter groups has all its conditions satisfied, then the person is included in the report.
Relationships
When you create a cross-domain report, you must define how those domains relate. The Relationships options let you define the Joining Fields from each reporting domain and Join Type between domains.
The Joining Field will list all fields available within a domain from which you want to join.
Note
The fields available in the Joining Field are defined by SuccessFactors as a fixed list of fields. Customers cannot adjust the list of fields available to join reporting domains.
The Join Type will give you the option of an Inner Join -only includes results from the intersection between the two domains, that is, where the joining record exists in both domains and a Left Outer Join, which includes all results from the Left domain and any relevant matching results from the Right domain.
Note
The Joining Field and Join Type have a significant impact on the Report Output.
An example of this is as follows:
- If you would like to show all employees within your scope as well as Performance Forms for these employees, choose a Joining Field of User Sys ID to Subject User ID between the Employee Profile and Performance Management domains with a Left Outer Join type.
- If you would like to show only those employees within your scope who have a Performance Form, then you would choose a Joining Field of User Sys ID to Subject User ID between the Employee Profile and Performance Management domains within an inner Join type.