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.

To add a standard dashboard or tile:

  1. Navigate to Manage Dashboards
  2. Select Manage Standard Dashboards and YouCalc
  3. Select Add from SuccessStore
  4. Locate the Standard Dashboard or Tile you wish to add in the list
  5. Click Add to Instance
  6. Complete any additional configuration for the dashboard or tile
  7. Click Save
  8. Return to Manage Standard Dashboard or and YouClac Files management screen

User Access to Standard Tiles and Dashboards

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.

  1. Navigate to Manage Permission Roles.
  2. Select the appropriate role.
  3. Select Permissions....
  4. Go to User PermissionsReports Permissions.
  5. Enable some/all standard dashboards and/ or tiles in the section called Analytics Tiles and Dashboards.
  6. Select Done.
  7. Select Save Changes.

New Custom Tile

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

Reporting Domain Selection

Reporting Domains (also called sub-domain 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 that you will find in Table Reports and Canvas Reports.

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

Tile General Information

Provide the details in the General Info tab:

FieldDescription
NameGive a tile a name
DescriptionGive a brief description of the report you want to create
Hint

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

People and Datasets Configuration

Select 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 datasets (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

Provide the details in the Chart Data tab:

Select Chart Data

FieldDescription
Select Chart TypeLine, Pie, or Column
Select CategoryColumn you wish to group by - for example status
Select MetricValue that should be calculated - for example goal_id (count) or performance rating (average)
Select CalculationFunction you want to apply

Filter Configuration

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

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

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

Date RangeSelect a Date Range already created in the framework.
Allow end user free selection of date rangeEnable if you want to allow the report consumer to select 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 toSelect a Date field under on which you want to apply date range. The fields that can be selected be automatically populated on the basis of selected Report Domain.
Note

Creating Date filters will be covered in a future lesson.

Columns for Drill Down

Select columns for 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 4 milestones, that goal will be in the list 4 times.

Preview

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

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).

User Access to a Custom Tile

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.

  1. Navigate to Manage Permission Roles.
  2. Select the appropriate role.
  3. Choose Permissions…
  4. Go to User PermissionsReports Permissions.
  5. Enable some / all standard dashboards and / or tiles in the section called Analytics Tiles and Dashboards.
  6. Choose Done.
  7. Choose Save Changes.

Custom Tile-Based Dashboards

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

Tiles in the Dashboard

On 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

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 your users will not need to choose their filters 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

Dashboard Sharing with Report Center

To share a dashboard with the Report Center, navigate to Report CenterAction MenuShare.

Hint

Sharing is different from permissions.

Share the Dashboard with the appropriate User/Group/Role. More detail on sharing can be found in the Report Center Unit.

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