Creating Dashboards and Tiles

Objectives

After completing this lesson, you will be able to:

Add a standard dashboard or tile.
Create a custom tile with tile builder.
Construct a tile-based dashboard.

Manage Standard Dashboard and YouCalc Files

All dashboard management actions are available in one single admin tool called Manage Dashboards. You can also create and manage some dashboard framework functionality in Report Center as well.

To view existing tiles, view existing standard dashboards, create tiles, and download standard tiles from SAP SuccessStore, choose Manage Standard Dashboards and YouCalc Files inside the Manage Dashboards admin tool.

The Manage Dashboards screen, as described in the following text.

Add a Standard Dashboard Video Tutorial

Select the link 'Add Standard Dashboard and Tile' to view the demonstration.

Add a Standard Dashboard or Tile

To add a standard dashboard or tile:

Navigate to Manage Dashboards.
Select Manage Standard Dashboards and YouCalc.
Select Add from SuccessStore.
Locate the standard dashboard or tile you wish to add in the list.
Click Add to Instance.
Complete any additional configuration for the dashboard or tile.
Click Save.
Return to Manage Standard Dashboard and YouClac Files Management screen.

Assignment of Permissions to Run Tiles and Dashboard Reports

To assign permission to run a tile or a standard dashboard, complete the following steps:

Navigate to Manage Role Permissions.
Select the appropriate role.
Verify that the Permission tab is selected and choose the Edit button.
Choose Next to move to the Add Permissions tab.
Navigate to the Report Permissions category in User Permissions.
To allow a user to run all or certain tiles and standard dashboards, enable Analytics Tiles and Dashboards and select the appropriate options.
Choose Next to move to the Preview tab.
Select Save.

The Reports Permission page of the Dashboard and Tiles report types is displayed.

New Custom Tile

To build a tile using Report Center, navigate to Report Center → New → Tile and choose the Select button to start the tile builder.

In the Report Center, choose New.

Create a Tile Video Tutorial

Select the link Create a tile to view the demonstration.

Reporting Domain Selection

Choose an option from the dropdown and choose Select.

Reporting Domains (also called subdomain schemas) define fields used in reporting. The reporting domain name is typically the same as the product name, but some products might have more than one reporting domain available (to query different parts of the application). The domains are the same as what you will find in Table Reports and Canvas Reports.

Select the appropriate domain for the tile.
Choose Select.
The tile builder will start and you will be brought to General Info.

Tile General Information

Complete details in the Name and Description field in the General Info tab.

Provide the details in the General Info tab:

Field	Description
Name	Give a tile a name
Description	Give a brief description of the report you want to create

Hint

You can give the tile a different name in each language by choosing Add Language.

People and Data Sets Configuration

In the People and Datasets tab, select options from dropdowns and apply filters, as explained in the text.

Select an option for Report type, Starting From, and Levels. Typically, Team view Report Type with Starting From: Logged in User is used for tiles shared with managers.

Additionally, you can apply filters for division, department, and location.

For reporting domains that use forms, select which data sets (form templates) should be used in the data query.

Hint

These settings are the default filters that will be applied to the tile until the user chooses to change them. When the user has changed the filter settings, these user-saved filters will apply.

Chart Data Configuration

Complete the details in the Chart Data tab.

Provide the details in the Chart Data tab:

Select Chart Data

Field	Description
Select Chart Type	Line, Pie, or Column
Select Category	Column you wish to group by - for example status
Select Metric	Value that should be calculated - for example goal_id (count) or performance rating (average)
Select Calculation	Function you want to apply

Filter Configuration

In the Filters tab, select Refine Criteria and Add Filter Group to edit.

By using the Filters tab, you can do the following:

Refine Criteria: You can further refine the report scope with additional filtering within people groups.
Clear All Filters: Clear all existing filters.
Add a Filter Group: Select User Prompted to give report consumers editing control over tile-based filter options.

Date Filter Configuration

In the Date Filters tab, select Enable Date Filter and make a selection from the dropdown menus, as explained in the text.

You can assign a tile to utilize an existing date filter configured in the dashboard framework.

You enable the date filter setting and then you make some configuration choices:

Date Range	Select a Date Range already created in the framework.
Allow end user free selection of date range	Enable if you want to allow the report consumer to select their own date range (start and end date). If not enabled, they can only select from the pre-defined date ranges within the date ranges filter selected.
Apply Date filter to	Select a Date field under which you want to apply the date range. The fields that can be selected are automatically populated on the basis of the selected Report Domain.

Note

Creating Date filters will be covered in a future lesson.

Columns for Drill Down

In the Drill Down tab, select from the listed column options, es explained in the text.

Select columns for the drilldown list by choosing Add Columns. The drilldown list will be shown when clicking/tabbing in the charts and will be filtered according to what was selected.

Note

Some columns might result in the drilldown list containing more entries than the chart. For example, if you include milestones for a goal in the list, then there will be a new line for each milestone. If a goal has four milestones, that goal will be in the list four times.

Preview

View Goal Status in the Preview tab.

The Preview button allows you to test the tile before you complete it.

Hint

You can change chart colors in Theme Manager (Admin Center in Theme Manager).

You cannot change any other settings for the chart. It will automatically adapt to the context where it is shown. See more in the lesson about how users see a tile.

Tile Availability

In the Availability tab, select Make Active.

When a tile is ready to be viewed by report consumers, select the Make Active checkbox.

Note

A tile is hidden when not active. When a tile is made active, it is visible to all users who have the permission: Analytics Tiles and Dashboards: All. Other users must be assigned access before the tile is visible.

You can optionally enable a tile to be accessible using the home page, View Tile Reports, quick action tile.

The user must have the permission: Access Tiles from Home Page to see the View Tile Reports quick action tile and must be assigned access before it is visible.

Hint

Do not push all tiles to the home page. Instead, use the tiles in dashboards which you then share with users (see later sections in this guide).

Interaction: Create a Tile

ExerciseStart Exercise

ExerciseStart Exercise

User Access to a Custom Tile

On the Report Permissions tab, make selections, as described in the text.

As an administrator, you are responsible for setting up and granting users permission to access Dashboards or tiles within SAP SuccessFactors.

To provide access to a tile or a standard dashboard, complete the following steps.

Navigate to Manage Permission Roles.
Select the appropriate role.
Choose Permissions….
Go to User Permissions → Reports Permissions.
Enable some / all standard dashboards and / or tiles in the section called Analytics Tiles and Dashboards.
Choose Done.
Choose Save Changes.

Custom Tile-Based Dashboards

Select the type of report by choosing the Canvas, Table, Tile, or Dashboard icons.

To build a tile-based dashboard using Report Center, navigate to Report Center → New → Dashboard and choose the Select button to start dashboard builder.

Create a Tile-Based Dashboard Video Tutorial

Select the link Create a Tile-based Dashboard to view the demonstration.

Tiles in the Dashboard

On the Select Tiles tab, choose the option from the items under Tile Name.

On the General Info tab, choose Add Tile to add tiles to your dashboard.

Hint

You cannot build or edit tiles in this tool. You can only combine existing tiles into dashboards. If you want to build or edit tiles, then use online tile builder.

In the Select Tiles window, choose the tiles you want in your dashboard.

Note

You can combine tiles from all products except recruiting tiles - they can only be combined with other recruiting tiles.

Dashboard Name

Under General Info, configure the dashboard and tiles, as explained in the text below.

Give your dashboard a name and save it.

Additional tile-based dashboard tips are as follows:

You can give the dashboard a different name in each language by choosing Add Language.
You can change the order of tiles by dragging them up or down.
You can set default filters so that your users will not need to choose their filters the first time running a dashboard.
You can set date filters for a specific date range or you may allow the report consumer free selection of the date range.
In Report Center, an admin may preview the dashboard without having to share it with themselves.

Interaction: Create a Tile-Based Dashboard

ExerciseStart Exercise

Dashboard Sharing with Report Center

Select Share from the dropdown.

To share a dashboard with the Report Center, navigate to Report Center → Action Menu → Share.

Hint

Sharing is different from permissions.

Select the User, Group, or Role icons .

Share the dashboard with the appropriate user or group or role. More detail on sharing can be found in the unit on the Report Center.

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