Reviewing Analytic Tiles

Introduction

SAP SuccessFactors Dashboards is an embedded analytics solution in the SAP SuccessFactors suite.

The technology behind it is an in-memory analytics and calculation engine pulling data from the Ad Hoc reporting framework. This allows the dashboards to be fast, interactive, and always have data that is 100% up to date (no delay).

The dashboards are built by SuccessFactors and partners and are available as customized dashboards or as standard dashboards available for all customers in the SuccessStore gallery.

Dashboards and Tiles

Tiles allow you to visualize data. They are fast, flexible, and have intelligent logic for how it is visualized depending on the amount of data. Each tile is independent, so administrators can mix and match tiles into the dashboards they need. There is also a tool for administrators to build their own simple tiles. Partners or Professional Services can build more advanced custom tiles at additional cost. Standard Tiles are available via the SuccessStore.

Standard Dashboards are slower than tiles, hardcoded, and have complex logic that may not always work for all customers. When installing a standard dashboard, you cannot edit or hide any of the charts, so you have to accept all charts as is. If one of the charts in the dashboard does not work, users will see a dashboard with a broken chart inside which is not ideal. Customized dashboards can be created via costly engagements with partners or professional services.

Tile-based Dashboards are a collection of tiles, and provide a method to easily collect and visualize multiple tiles in a single place. Administrators can create and share these dashboards with targeted user groups.

Note

For a full list of Standard Tiles, review the document Standard Tiles Overview in the SAP Help Portal.

How to Use Dashboards?

Navigate to Reporting → Report Center.
Select the Action button of the Dashboard in the Report List and select Run. The Dashboards displayed depend on your company's configuration and the user's role.
Use Dashboard Filters to select the People, Datasets, and Filters to be used in the Dashboards.
Select Apply Filters to apply the Dashboard Settings and refresh the data displayed in the Dashboards.
Dashboards are interactive. Select a Chart segment to view the underlying data in a List View report, which displays the total number of records from the chart directly below it.
Select Links in the list report to take these actions:

Select CSV or Excel to export the report data.
Select Email to send notifications to the report subjects.
Select Links to view information about the subject, document, etc.

Assign Admin Permissions to Manage Tiles and Dashboards

Screenshot of assigning Admin Permissions to manage tiles and dashboards.

Go to Admin → Manage Permission Roles.
Select the system administrator role.
Select Edit.
Select Next.
Go to Administrative Permissions → Manage Dashboards/Reports.
Enable Analytics Tiles and Dashboards.
Select Next.
Select Save.

Creating Workforce Analytics Tiles

Screenshot of Admin Center with pop-up screen of Standard Dashboards and Tiles.

Go to Manage Dashboards → Manages Standard Dashboards and Youcalc Files → Add From SuccessStore.
Select Workforce Analytics Tile and add to your instance.
On the Configure tab, set the tile characteristics and select Save.

Tile Configurations

Data Type: Choose Percent for all rate measures, for example, Staffing Rate, and count for all other measures.

Measure: Enter the Measure ID for the selected measure. You can contact SAP Cloud Support for a list of the Measure IDs used in your instance.

Chart Title: Typically this will be the Measure Name, however, you may select a different label if required.

Time Dimension: Enter the Time Model ID for the time span the Measure is to be displayed across. You can contact Customer Support for a list of the Time Model IDs used in your instance.

Symbol: Select the format for your measure if it is to be displayed with a currency symbol or as a percent.

Hint

You can also locate IDs using the measure override tool in the admin area of WFA.

Assign User Access to See a Tile/Standard Dashboard

Screenshot of dropdown list to assign user access to see a tile or standard dashboard.

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

Role Based Permissions:

Go to Admin → Manage Permission Roles.
Select the manager role.
Select Edit.
Select Next.
Go to User Permissions → Reports Permissions.
Enable some/all dashboards or tiles in the section called Analytics Tiles and Dashboards.
Select Next.
Select Save.