Managing the Dashboard Framework

Objectives

After completing this lesson, you will be able to:

  • Edit an existing tile or dashboard
  • Set universal dashboard filter settings
  • Set up date ranges
  • Manage visual display of tiles
  • Enable user access to tiles and dashboards

The Editing of Existing Tiles

In Report Center, you can choose action button of an existing tile and choose Edit to edit an existing tile. If the tile was originally built using the online tile builder, this will open the tile in the tile builder.

You can also edit dashboards utilizing the same action in Report Center. It will open the dashboard configuration screen adjusted for whether it is a tile-based dashboard or a standard dashboard.

After you have made your changes, save the tile/dashboard. The new configurations will be applied

Note

The system does not reapply the default filter settings for a dashboard/tile to all users when they are updated.

If you make changes for an existing dashboard/tile already shared, the changes may not take effect for all users. After sharing a dashboard/tile, if the user opens the filter panel and click on Apply Filter, the dashboard/tile will save a filter profile for that user and further changes made in Manage Dashboards are not going to be applied. However, if the user does not save their own filter profile then the changes will apply.

Manage Dashboard Filters

To see the options for filter panel and dataset groups, choose Manage Dashboard Filters. All settings made in this page apply to all tiles and dashboards.

Note

You cannot manage filters in the Report Center.

The administrator can hide some of the complexity of forms using dataset groups.

  • All Datasets will give the report consumer of a tile / dashboard the list of all form templates in the system. Users will then have to select the forms relevant for their group of users.
  • Dataset Groups will instead show groups which the administrator has defined.

To edit dataset groups, select configure dataset groups.

Dataset groups allow administrators to create groups of form templates to simplify the selection of forms within the filters.

Hint

To make it easy for managers to select the correct templates simply create a dataset group for each yearly process.

For example, you could create a dataset group called 2023 Process. Then you can add the form templates from the 2023 review process for all products.

In the filter panel, managers will see a group called 2023 Process. When managers select this group, they select the correct 2023 form templates for all products. They do not need to know the appropriate individual form templates.

The people filter allows the admin to decide which of the 3 standard filters + 15 custom filters should appear in dashboards and tiles.

Manage Date Ranges

In Manage Dashboards, choose Manage Date Ranges to create new date range.

Note

You cannot manage Date Ranges in the Report Center.

Choose Create New Date Range.

Fill in Date Range Name, Labels for each selectable range, and Date From/Date To.

A typical example of how to use predefined date ranges is to create a date range for each year's review process.

You can call the date range 2023 review process and specify a start and end date.

Then report consumers (managers) do not have to know when the actual review process was: they just choose the date range named 2023 review process and the dashboard automatically filter forms by that date range.

You can also create a predefined date range for each fiscal year, fiscal quarter, annual year, and annual quarter.

Date Filter on a Tile-Based Dashboard

To assign the date range to a tile-based dashboard, complete the following steps:

  1. Edit the tile-based dashboard.
  2. Select Date Filters.
  3. Select Enable Date Filter.
  4. Select the date range that you want to apply.
  5. Choose if report consumers can select their own dates.
  6. Choose the Reporting Domain and column(s) to which the date range should apply.
  7. Save thedashboard .

Date Range Assignment to a Tile

To assign a date range to a tile, complete the following steps.

  1. Edit the tile.
  2. Select Date Filters.
  3. Select Enable Date Filter.
  4. Select the date range that you want to apply.
  5. Choose if report consumers can select their own dates.
  6. Choose the Reporting Domain and column(s) to which the date range should apply.
  7. Save the tile.

Date Range Assignment to a Standard Dashboard

Assign date range to a standard dashboard, complete the following steps.

  1. Edit the standard dashboard.
  2. Confirm you are on the General Info tab.
  3. Select Enable Date Filter.
  4. Select the date range that you want to apply.
  5. Choose if report consumers can select their own dates.
  6. Choose the Reporting Domain and column(s) to which the date range should apply.
  7. Save the tile.

Date Range Filters Application

To apply a date range when you are viewing the tile or dashboard, complete the following steps.

  1. Open the filter panel on the tile or dashboard.
  2. If necessary, choose more to display the Date Range.
  3. Select the appropriate date range.
  4. Choose Apply Filters.

Edit Theme

Colors applied to tiles in the framework are based upon the theme of the platform. You cannot change colors for an individual tile. In order to change colors in your tiles:

  1. Navigate to Theme Manager.
  2. Edit Theme.
  3. Expand Fine Tune.
  4. In Diagrams section, edit colors (title, text, background, default colors 1 to 10 colors, and so on).
  5. Save the theme.

Edit Chart type

You can change the visualization of the chart type for a custom tile created with the tile builder. To do so:

  1. Edit the tile in Report Center.
  2. Navigate to the Chart Tab.
  3. Choose the preferred chart type.
    Chart TypeDescription
    LineYou get data distributed on X and Y axis.
    PieYou get data distributed in a pie diagram.
    ColumnYou get data distributed on X and Y axis but with a bar graph.
  4. Save the changes.

Permissions versus Sharing

A user can have access through sharing to a tile-based dashboard, but NOT have permission to see all the tiles in the dashboard.

Each tile has a permission. The permission is set in Manage permission roles under reporting permissions. You will find the tiles in the list of analytics tiles and standard dashboards.

This permission decides if a user has access to see a specific tile. If the user has access to see a tile, the user will see it everywhere it has been enabled. It is possible to share a tile-based dashboard with users but include tiles that they do not have permission to access.

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. Choose Permissions.
  4. Go to User PermissionsReport Permissions.
  5. Enable some / all standard dashboards and / or tiles in the section called Analytics Tiles and Dashboards.
  6. Choose Done.

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.

Log in to track your progress & complete quizzes