Managing Fields in an Advanced Reporting Query

Objective

After completing this lesson, you will be able to manage fields in an advanced reporting query in SAP SuccessFactors Canvas Reports.

Advanced Reporting Work Area

Advanced Reporting groups data into a schema that provides for quick and simple querying, yet it is flexible enough to support more complex reporting requirements.

Advanced Reporting screen showing the Category, Tables, and Columns.

Advanced Reporting consists of categories, tables, and columns:

  • Categories consist of tables and columns grouped around a particular subject or concept - for example, employment, compensation, and person. A category is selected from the upper-left dropdown list on the Query Designer.
  • Tables can be blocks, sections within blocks, Foundation Objects, or Metadata Framework Objects. Tables are identified by a > , which helps you expand and view all the columns under it. Choose the arrow to the right to continue navigating to related tables.
  • Columns are fields or cells contained within the table.
Screenshot of the reporting screen showing the menu bar, category selection and searching below, available object and column listing in the middle, and query results area at the bottom.

The menu bar contains the following buttons. Many of these buttons are described in more detail later in the lesson.

  1. New Query – Not used
  2. Open Query - Not used
  3. Save Query – Save the current query
  4. Save Query As - Not used
  5. Cancel Query Changes - Revert to the last save
  6. Manage Query Filter – Open query filter designer
  7. Manage Runtime Filters – Open runtime filter designer
  8. Person Context – Open person context selector
  9. Date Options – Open date options
  10. Sort Columns – Open column sorting
  11. Calculated Columns – Open calculated columns designer
  12. Pivot Query Designer – Not used
  13. Module Configuration – Open module configuration
  14. Change Reporting Column – Open change reporting configuration
Toolbar icons, as described in the preceding text.

Hint

The query is not completely saved the first time you create it unless you return to the canvas of the report. After returning to the canvas, you can use the Save button in advanced reporting to save changes to the query.

Note

To create a pivot query with an advanced reporting query as the data source, add a pivot table to the canvas (Table or Chart based on published data), and choose new advanced reporting query as the data source when prompted. Using pivot query designer is covered in a different lesson.

Note

Module configuration is only available when the report contains data that uses forms. It is like data sets in other reporting tools for SAP SuccessFactors.

Searching

Sample search results are shown.

Searching will produce a list of potential matches and the category and object the column is found in the following:

Category Selection, Object and Column Listing

Alternatively, a user can navigate the category listing using the dropdown selection box.

Selecting a category from here will display a list of objects and columns available for that category.

Opening objects and expanding objects will display other objects that relate to the "parent" object, as pictured in this screenshot below.

Compensation is shown as the selected category.

Query Layout

Use Ctrl + click individual fields or entire objects and drag them into the Query Layout pane to build your query:

Sample query layout

Results Tab

The Results tab will display a preview of the query data:

Sample Results tab.

Results Tab and Preview Rows

The results will default to the first 10 records. Adjust this to a maximum of 100 by setting the Rows per page value:

The Rows per page value is set to 10.

Results Tab and Excel Exports

The Query tab is intended as a preview of results only. To view the entire result set, export the query to Excel:

To export, choose the Excel icon.

Summary