Identifying Use Case of Dashboards

Select the link 'Working with Tile-Based Dashboard Framework' to get more information.

SAP SuccessFactors Dashboard Framework is an embedded analytics solution in the SAP SuccessFactors suite.

The dashboards and tiles are used to track key processes dynamically within the organization.

The dashboard framework analytics consists of the following components, which will be looked at in more detail in later lessons:

• Standard Dashboards provided by SuccessFactors
• Standard Tiles provided by SuccessFactors
• Custom Tiles built with a tile builder by the customer
• Tile-based dashboards created by the customer

SAP SuccessFactors has announced the planned retirement of its older reporting solutions. Based on customer feedback, functional gaps, and internal review, SAP SuccessFactors has the following announcement as of the 2H 2025 release:

"SuccessFactors is dedicated to providing a robust reporting experience in Story Reports that supports use cases like scheduling, bulk data export, and other critical use cases prior to announcing a new deprecation date. We intend that most of these gaps will be closed in our 2026 releases. At that time, we will evaluate and communicate a revised deprecation timeline for our Legacy Reporting tools.

There are no current deprecation dates for any legacy reporting tools presently:

• Canvas Reports - No Deprecation Date Currently
• Table Reports - No Deprecation Date Currently
• Tiles & Dashboards - No Deprecation Date Currently
• Learning/LMS PRD (Plateau Report Designer) - No Deprecation Date Currently
• Report Distributor - No Deprecation Date Currently

Our deprecation plan will be reevaluated in 2026 once we have made progress on the gap closure mentioned at the beginning of this update, and we will communicate any set deprecation dates in 2026."

Informational:

It's recommended that all new reports be created as Story reports.

Current information about the retirement announcements can be found in the SAP Community, within the Product and Customer Updates section (requires community membership).

Tiles display a single metric in a consolidated view, such as the status of a manager’s current performance forms or the highest rated competencies of the team. They are fast, flexible, and visual data. Each tile is independent, so administrators can mix and match tiles into a tile-based dashboard. There is also a tool for administrators to build their own simple tiles. Standard tiles are available using the Success Store.

Standard dashboards are slower than tiles, are hardcoded, and have complex logic that may not always work for all customers. When installing a standard dashboard, you cannot edit or hide any of the charts, so you must accept all charts as is. If one of the charts in the dashboard does not work, users will see a dashboard with a broken chart inside, which is not ideal. Customized dashboards can be created via engagements with partners or professional services.

Tile-based dashboards are a collection of tiles. Tile-based dashboards provide a method to easily collect and visualize multiple tiles in a single place. Administrators can create and share these dashboards for targeted user groups.

Features of SAP SuccessFactors Dashboards include:

• Select to view available dashboards
• Use Dashboard Settings and Filters to refine data
• Click in charts to filter and drill down to a list
• Download lists as CSV or Excel files
• Zoom into specific charts for more information
• Get extra insights in mouse over tool tips

Dashboards are interactive, enabling managers to view summary information for their teams. When a manager first accesses the Dashboards tab, the data shown is based on their entire team. The manager can then filter the data to view different sets of information or drill down to a list view to get to the detail behind the chart and take action.

• Supplying critical information to the homepage for managers. For example, the status of the direct report performance forms, such as overdue.
• Utilizing standard dashboards to see consolidated data on the subjects, for example:
  • See targeted roles among people in a manager’s team and the competency readiness for those roles via the CDP Dashboard.
  • See an overview of the most common competencies, competency gaps, and competency ratings for the manager’s team.
• Provide real-time information in a location in the SAP SuccessFactors platform where it is needed, for example
  • When working in Succession Module, a succession planner could see who is nominated most times in a selected team to avoid selecting them again.

To access dashboards, complete the following steps:

1. Navigate to Reporting→Report Center.
2. Select the action button of the dashboard in the Report list and choose Run.

   The dashboards displayed depend on your company's configuration and the user's role.

3. Use dashboard filters to select the people, datasets, and filters to be used in the dashboards.
4. To apply the dashboard settings and refresh the data displayed in the dashboards, choose Apply Filters.
5. Dashboards are interactive.

   Click on a chart segment to view the underlying data in a List View report, which displays the total number of records from the chart directly below it.

6. Select the links in the list report to take these actions:

   Choose Download to export the report data.

   Select links to view information about the subject, document, and so on.