Exploring Canvas Report Components on a WFAP Instance

Use the fly out menu or right click on the blank page to select a Gauge Type.

Add a gauge based upon a benchmarked metric in WFA.

The standard measure views include a gauge displaying the benchmark data and the organization value. The gauge helps visualize where the organization value is compared to the selected benchmark target.

1. Add the component.
2. Choose Select Query.
3. Create a New Query in Query Workspace or select a Pre-existing Saved Query. The query needs to include the measure with a target.
   • If you choose to create a New Query, the details on how to create queries are located in other sections of the course.
   
4. In the query editor, select Edit → Additional Data Items.
5. Select the desired Benchmark information, discussed below.
6. Adjust the size and placement on the page.
7. Adjust the formatting using the edit components panel or edit link.

Benchmarks: Benchmark values for a measure may be included in the results. Select the benchmark values you wish to include using the checkboxes.

Choose Benchmarks: Select the Benchmark Filter, for example, location or industry, or selectable at runtime for display.

Add a gauge based upon a WFA metric with a target.

A custom report can include a gauge with the organization's value in comparison with their target.

1. Add the component.
2. Select Edit Query.
3. Create a New Query in Query Workspace or select a Pre-existing Saved Query.
   • If you choose to create a new query, the details on how to create queries are located in other sections of the course.
   
4. In the query editor, select edit → Additional Data Items.
5. Select the desired Target information, discussed below.
6. Adjust the size and placement on the page.
7. Adjust the formatting using the edit components panel or edit link.

Targets: Target values and tolerances for a measure may be included in the results. Select the Target and/or Tolerances you wish to include using the checkboxes. Target values and tolerances are established for measures using the Target Maintenance functionality.

Include a gauge legend.

A custom report can include a legend for a gauge. A report designer can determine if the gauge is needed for the particular report.

1. Add the component.
2. Adjust the size and placement on the page.

Use the fly out menu or right-click on the Blank page to add data sources.

Add a chart based upon a composite query to a report without displaying the query data.

A custom report can display the percent change of the Male to Female staffing ratio without requiring the values be displayed in the report. The report designer must create a composite query using the data source component, then utilize the data source as a component for the chart.

1. Add the component. The data source icon will appear on the report, but the icon does not display when viewing the report.
2. Select Edit.
3. Build each segment of the composite query, you can use queries and formulas. The process to build a composite query is in another section of this guide.
4. You can preview the output using the Options menu.

Use the fly out menu or right-click on the blank page to add miscellaneous items. Examples of items that can be added are:

• Small Text with Hover.
• Navigating Selectable Items.
• Transition Diagram.
• Transition Table.
• Measure Index.

Create a navigation menu on a report page.

The new manager report has a landing page that includes a hover menu to navigate to other pages of the report. When you point to an interesting question, the link to the corresponding page appears.

1. Add the component.
2. Select Edit.
3. Select Modify Menu Properties.
4. Configure the high-level menu options:
   • Menu Name: Name the menu. This does not appear in the report.
   • Display icon in Pdf /Word/PowerPoint output?: Displays an icon when exporting the report if an icon is assigned.
   • Text: Configure the format of the text and format of the text that appears in the report to identify the menu.
   • Image: Assign an icon to the menu.
   • Format: Choose to display the text, icon, or both.
5. Build the menu in Menu Items utilizing folders and nodes:
   • Folders give navigational levels to the menu.
   • Links provide a link to report page, measure views, and resource pages.
6. Adjust the size and placement on the page.

Create a menu to select Dimensions on a report page.

In the report, a component was added to the page allowing report consumers to select the analysis dimension for display in the chart without having to use the filter panel. This can contribute to a more user-friendly interactive experience.

1. Add the component.
2. Select Edit.
3. In the Navigator Hover Menu Options, assign the dimension type and action (details later).
4. In the Icon Options, configure the following:
   • Text: Configure the format of the text and format of the text that appears in the report to identify the menu.
   • Image: Assign an icon to the menu.
   • Format: Choose to display the text, icon, or both.
5. Adjust the size and placement on the page.

Select Node: The report consumer can select from existing nodes in the assigned dimension via the filter panel.

Drilldown: The report consumer can choose the dimension.

Select Node and Drilldown: The report consumer can select both the dimension and node.

Add a menu to access standard metric views to a report page.

In the metrics index report, a component was added that lists all of the measures available in the WFA analytics analysis cube for the portal. The measure index can be customized to display certain measures in a variety of formats.

1. Add the component.
2. Select Edit.
3. Configure the Simple page. Simple displays all measures of the defined type:
   • Measures: Choose to display input, result, or all measures.
   • Show: Display Category headings and control if the headings are collapsible.
   • Columns: Select the number of columns the measures are displayed across.
   • Sorting: Display the measures in the default or alphabetical order.
   • Style: Configure category and measure textual styles, for example, font color, size.
4. Adjust the size and placement on the page.

With the custom configuration, you can create your own list of measures. You can create custom categories, then add one or more measures and then enable and disable their display on an individual basis. Custom Measure Index also supports custom sort order.

To create a custom measure index:

1. Add the component.
2. Select Edit.
3. Choose the Custom tab.
4. Create one or more custom categories.
5. Add the appropriate WFA categories or measures to each custom category.
6. Configure additional display options similar to the simple formatting options.