Selecting the Columns to Display and Sort Data

Next, let's consider how to customize your Table Report with more detailed information. Selecting Columns is available for all reporting domains.

The Table Report Builder displays its output as a list. The list contains the columns you choose during the report setup.

Each column you create in a Table Report is a field from a selected reporting domain. If the reporting domain is Goal Management, the columns available for your selection are fields pertaining to the Goal Management module.

The most difficult aspect of selecting columns is knowing which columns in the list contain the data on which you would like to report. Each SAP SuccessFactors implementation is unique. Depending on your system's configuration, the columns you select may be tailored for the data your organization tracks.

A data map is a document that each organization should create to document how that organization stores data. For example, it could contain which fields in the SuccessFactors configuration are in use, the organization's purpose for using the field, what type of data is stored, and where it is available in SuccessFactors reporting solution (Domain → Table → Field).

To create a data map, complete the following steps.

1. Create a Table Report that contains ALL the available fields for selection.
2. Review the results.
3. Create a document (possibly an Excel file) that lists each column name and the data it contains, if any. In addition, ensure you specify the fields that are not relevant for your organization

The Select Columns screen is organized first by All Columns and then by subsets of data from the report type and data set (if applicable). In the example, these are all the available columns from the Goal module. To see all the columns, scroll down.

If you select a section on the left, the columns in the center are limited to the data found in that section. To select a column for display in your report, place a check in the box to its left. To remove a column from your report, either deselect the check box or select the trashcan icon to the right of the column in the Selected Columns area.

By default, columns are ordered in the report in the order they were selected. To change the column order, select Rearrange Columns and then choose and drag up / down to position the columns in the desired order.

To avoid duplicate entries in the output of the report, select Enable Distinct. The Enable Distinct function applies only when the content of the rows, shown in the report, is the same (duplicate). If the content of the rows is different for any column or fields, the row will not be hidden.

You can sort the output of your report in the Columns area of the Table Report Builder. You can add multiple levels of sorting.

You can also group your results and create aggregate columns of data. For example, you can create a report that determines the average performance score by location.

So far in this lesson, you’ve learned how to set multiple Table Report configurations. Great job!

Next, let’s transition to look at the field configuration, the kinds of filters you can use, and relationships in the Table Report Builder.