Using Tiles and Dashboards

The View Tile Reports quick action enables users to view tiles that based your permissions.

A user must have Access Tiles from Home Page permission on the Reports Permission tab to see this quick action.

The tiles have been enabled for home page and permissioned for the user will appear in the Tile Report.

Insights provides a consistent approach with a rich collection of predefined and context-sensitive analytics, reports and links to the presenting managers and HR professionals.

As the managers work on various topics such as recruiting, compensation, and succession, helpful and relevant information is displayed in a pop-over and they can continue to work on the page while the panel is open.

If a tile is enabled in Insights, it shows up on the appropriate module page.

When you access tiles in tile-based dashboards or home page, the options available are very similar.

For pie charts, if you point to a section you will see the count and percentage. For column or line charts, you will get the value when you hover over the data point.

Column tiles automatically hide labels if there is no room for them in the tile. Tiles will show up to 10 category labels. If a chart has more than 10 categories in the chart the labels will be hidden (only available using tool tip).

Choose the title of the dashboard to run/launch the tile-based dashboard. This will display all the tiles selected for the tile-based dashboard.

Users can manage the columns they wish to see when drilling into a tile. Options become available when we choose one of the column headings.

In order to see the drilldown list, select anywhere on the tile to expand.

Drilldown into the view that contains the same chart (in a larger version) and a list with details.

Column tiles automatically hide labels if there is no room for them in the tile. Tiles will show up to 10 category labels. If a chart has more than 10 categories in the chart the labels will be hidden (only available via tool tip).

The chart in the drilldown view shows all labels. The chart sets zoom level to show 15 columns by default. You can drag and drop the handles on both sides to zoom in and zoom out using the details chart if there are more than 15 categories.

Additional tips working with tile drill-down:

• A list can be sorted by clicking on column title
• Tile views can be resized to a maximum by choosing the expand button (box icon with arrows in the corners). This is only available on tiles displayed on home page.
• Choose Select All, to see list records of all sections in the chart. This can be very helpful if you want to export data.
• Choose the download button to export the list contents to CSV or Excel.

If a drilldown list contains performance form id, select it in order to access the underlying performance form.

If a drilldown list contains employee info field, select it in order to access the quick card.

In order to change filters, choose the filter button (as shown here).

Filters are used to limit results by People, Datasets, and organizational Filters such as Department, Division, and Location. Filtering the analysis enables individuals to narrow and pinpoint the data within their scope of user data to spot trends and exceptions.

People: Report Type is used to select the starting relationship such as a Team view or Matrix view. Starting From allows a user to view the team of a specific manager within their scope of user data. Levels allows you to further define the scope of the people in the results.

Datasets: Select the data to report on. The datasets available for selection are active forms for the given process. For example, the Performance Dashboard datasets display all active Performance Forms.

Filters: Select specific divisions, departments, and locations to narrow the number of results returned in the Dashboard.

User Prompted Filters: Depending on the Dashboard selected, additional filters may be available. Select the arrow to view and use these filters.

The following are tips for filters:

• The administrator will normally choose most optimal default filters for users
• User filters apply to the tile in all locations

Dashboard filters are used to limit Dashboard results by people, datasets, and organizational Filters such as department, division, and location. Filtering the analysis enables users to narrow and pinpoint the data within their scope of user data to spot trends and exceptions.

If Admin has not set up default filters, the user will apply filters that first time running Dashboards.

In order to change filters, choose the Filter button.

People: Report Type is used to select the starting relationship such as a Team view or Matrix view. Starting From allows a user to view the team of a specific manager within their scope of user data. Levels allows you to further define the scope of the people in the results.

Datasets: Select the data to report on. The datasets available for selection are active forms for the given dashboards process. For example, the Performance Dashboard datasets display all active Performance Forms.

Filters: Select specific divisions, departments, and locations to narrow the number of results returned in the Dashboard.

User Prompted Filters: Depending on the Dashboard selected, additional filters may be available. Select the arrow to view and use these filters.

At times, charts on Dashboards may display no data or unexpected results. Review the list of common issues and resolutions for each.

Charts do not display any data:

• A user does not have permission to view data for the selected filter options, such as for a division, department, or location outside of its own. Review the selected filters
• If no data is present for the form template selected, select another form template.
• If a form end date under User Prompted Filters is selected that contains no data for the time period defined, select a new end date.

Charts display incomplete data, which is as follows:

• Review the filters applied.
• Review the dates selected because the period may be too restrictive.