SAP SuccessFactors Workforce Analytics Administration

HR886
SAP SuccessFactors Workforce

Analytics Administration
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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 2311
Course Duration:
Material Number: 50164363
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Contents
vii Course Overview
1 Unit 1: Introducing the Course
3 Lesson: Introducing the Course
7 Unit 2: Exploring SAP SuccessFactors People Analytics
9 Lesson: Reviewing People Analytics

17 Lesson: Reviewing Workforce Analytics
25 Unit 3: Applying Workforce Analytics
26 Lesson: Navigating the Basics of Workforce Analytics

53 Exercise 1: Navigate Standard WFA Views
58 Lesson: Customizing Queries on Workforce Analytics
91 Exercise 2: Create Query with Query Workspace
96 Lesson: Customizing Reports on Workforce Analytics
125 Exercise 3: Create a Report with Report Center
130 Lesson: Investigating Workforce Analytics
153 Exercise 4: Create an Investigation
161 Unit 4: Administering Workforce Analytics
163 Lesson: Assigning WFAP Roles and RBP Roles

175 Exercise 5: Create a New Role
189 Lesson: Assigning WFA Permissions
191 Exercise 6: Manage Access to User Tools
199 Exercise 7: Manage Access to Administrative Tools
215 Exercise 8: Configure Tree Security
223 Lesson: Maintaining WFA User
237 Lesson: Administering WFA on HANA
251 Lesson: Gaining Insights
255 Exercise 9: Enable Insights
261 Lesson: Transferring Reports
271 Unit 5: Exploring Appendices
273 Lesson: Configuring SFTP

277 Lesson: Reviewing Analytic Tiles
283 Lesson: Setting WFA Targets
293 Lesson: Reviewing Analytics Workspace
313 Lesson: Exploring Canvas Report Components on a WFAP Instance
© Copyright. All rights reserved. v

vi © Copyright. All rights reserved.
Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
© Copyright. All rights reserved. vii

viii © Copyright. All rights reserved.
UNIT 1 Introducing the Course
Lesson 1
Introducing the Course 3
UNIT OBJECTIVES
● Describe the general information about the course
© Copyright. All rights reserved. 1

Unit 1: Introducing the Course
2 © Copyright. All rights reserved.

Unit 1
Lesson 1
Introducing the Course
LESSON OBJECTIVES
After completing this lesson, you will be able to:
Overview
Through discussion, demonstration, and hands-on exercises, this course uses the concepts
and terminology associated with the SAP SuccessFactors Workforce Analytics module to help
you develop a working knowledge for applying your workforce analytics strategy. You will gain
basic skills in how to use SAP SuccessFactors Workforce Analytics as a System Administrator
and learn how to use the basic tools for managing Workforce Analytics in your organization.
Target Audience
This is an instructor-led training course (virtual or in-person) intended for SAP
SuccessFactors System Administrators (also referred to as admins) responsible for:
● Business Process Owner / Team Lead / Power User
Caution:
Some screenshots and certain features covered in this guide may not be enabled
in your company’s environment. Please note that major configuration changes
will need to go through Professional Services, as System Administrators do not
have access to enable certain features.
Course Content
● Workforce Analytics Introduction
● Workforce Analytics Application Usage
● Workforce Analytics Administration
SAP SuccessFactors Community

Customer Community is your one-stop shop for support, quick answers, product training and
quarterly release updates. You may also post ideas for enhancements on product-specific
Q&A boards, and "Kudo" other ideas that you like. Enhancement ideas with the most kudos
often become part of the product roadmap for future releases.
https://community.successfactors.com/
Data Protection and Privacy Features

With recent releases, several new data protection and privacy features have been made
available to our customers and some existing features have been enhanced.

Unit 1: Introducing the Course
The data protection and privacy features include, for instance, the ability to report on
personal data changes and the capacity to report on all the data subject’s personal data
available in the application. Customers will also have options to configure data retention rules
at country level for active and inactive employees that will permanently purge personal data
from SAP SuccessFactors applications.
It is the customer’s responsibility to adopt the features that they deem appropriate. More
information can be found on the SAP Help Portal:
https://help.sap.com/docs/SAP_SUCCESSFACTORS_HXM_SUITE
Additional Resources
For more information about SAP SuccessFactors, refer to these resources:
Portal Name Portal Link

SAP SuccessFactors Help Por- https://help.sap.com/viewer/product/SAP_SUCCESS-
tal FACTORS_HXM_SUITE
SAP SuccessFactors Release https://help.sap.com/viewer/product/SAP_SUCCESS-
Information FACTORS_RELEASE_INFORMATION
SAP SuccessFactors Commun- https://community.successfactors.com/
ity
SAP Roadmap Explorer https://roadmaps.sap.com/
SAP Training Shop https://training.sap.com
LESSON SUMMARY
You should now be able to:

Unit 1
Learning Assessment
1. I have reviewed the content of this unit.

Determine whether this statement is true or false.
X True
X False

Unit 1: Learning Assessment

UNIT 2 Exploring SAP SuccessFactors
People Analytics
Lesson 1
Reviewing People Analytics 9
Lesson 2
Reviewing Workforce Analytics 17
UNIT OBJECTIVES
● Describe SuccessFactors People Analtyics

● Describe SuccessFactors Workforce Analytics

Unit 2: Exploring SAP SuccessFactors People Analytics

Unit 2
Lesson 1
Reviewing People Analytics
LESSON OBJECTIVES
People Analytics Overview

Introduction
SAP SuccessFactors People Analytics combines all facets from Operational Reporting to
Strategic Analytics and Planning in a holistic solution. This is critical to drive HR operational
and business success whilst also helping to improve the manager and employee experience.

Note:
Data Protection and Privacy Features
With the Q1 2018 release, several new data protection and privacy features have
been made available to our customers and some existing features have been
enhanced.
The data protection and privacy features include, for instance, the ability to report
on personal data changes and the capacity to report on all the data subject’s
personal data available in the application. Customers will also have options to
configure data retention rules at country level for active and inactive employees
that will permanently purge personal data from SAP SuccessFactors applications.
It is the customer’s responsibility to adopt the features that they deem
appropriate. More information can be found on the SAP Help Portal:
https://help.sap.com/docs/SAP_SUCCESSFACTORS_HXM_SUITE
SAP SuccessFactors People Analytics
At the very center of People Analytics is the employee experience. On the one hand the HR
operational success, on the other hand, the business success. People Reporting with Stores is
the first part of the consistent user experience. By embedding SAP Analytics Cloud
technology directly in the SAP SuccessFactors platform for People Analytics, SuccessFactors
is providing this unified format of reporting called 'Story' for smooth user experience.
For example, you want to find out how many people have registered for a course, or how
many people have registered for a course which they've not yet taken it this month. This is
running off of your live SAP SuccessFactors data.
The next step is to transform the SuccessFactors data, adding it to any other HR related data.
With Workforce Analytics, this data is transformed in the way that we can do more complex
analytics.
For example, is the trend on this particular course going up or down? What is the ratio of the
money that we spent on learning to the number of courses that people take for example?
You can also analyze all data from SAP and non-SAP software as it relates to people.
SuccessFactors provides a connector between Workforce analytics and SAP Analytics Cloud
Enterprise edition, where it enables SAC to consume more complex result sets and better
hierarchy handling.

Lesson: Reviewing People Analytics
There reaches a point within advanced Analytics where you now need to start combining the
people data with the business outside of HR. We offer customer-managed analytics, where
customers can do advanced analytics and planning across SuccessFactors as well as other
business sources including other SAP solutions and non-SAP 3rd party data sources beyond
People Data.
For example, to prove the business impact of a training intervention, I need to see that sales
people who have taken the sales training actually resulted in more sales revenue.
For workforce planning purposes, you fundamentally need all of the business data to generate
the people supply.
Measuring the Value of Data Is Different for Reporting vs. Analytics
The value of reporting and analytics are different:

● Reporting: The “ROI” of Reporting is decreasing the effort required to deliver data to
consumers.
● Analytics: The “ROI” of Analytics is increasing the business value derived from using data
for talent decisions.
Reporting and Analytics, a comparison:
Reporting Analytics
Example Question Who terminated employment How is engagement correlat-
so far this week? ed to revenue?
Refresh Frequency Real, near-real-time Weekly, Monthly, Annually
Data Type Transactional, Individual Aggregated, Ratios, Trends
Typical Audience CoEs, Managers C-Suite, LoB Leaders
Purpose Compliance, Information Investigation, Insight
Benchmarks Maybe Yes

Reporting Analytics
Visuals List Reports, Tables Charts, Graphs, Analysis
People Analtyics Reporting with Stories
Available with the SuccessFactors Suite, People Analytics reporting with Stories provide the
following to help you make better decisions:
● Standardized HR metrics
● Data trending
● Instant data-driven insights
Additional input:
● Everything organized and accessible from one place to create and deploy all reporting
needs
● Intuitive, guided experience to create and share content; role-based sharing and simple
scheduling
● Single-click, in-line access to analytics and related links from any page in suite
● Contextually aware, immediately relevant
● Based on live transactional data for all customers
● Drill to detail and take action
● Flexible ad hoc reporting
● Standard reporting accelerated with report templates
● Filter and aggregate live data, drill down to parts of the organizational structure
● Easy formatting of data and distribution

● Create and configurable dashboards with drag and drop

● Drill to detail and take action
Note:
Stories are out-of-scope for this training course.
People Analytics: Workforce Analytics

People Analytics: Workforce Analytics
To get deeper analysis of the data SuccessFactors has Workforce Analytics (WFA).
Note:
A separate license is required for Workforce Analytics.
WFA Provides:
● Standardized HR metrics: 2,000 metrics of pre-delivered HR and talent metrics built as a
powerful discovery tool for hypothesis testing – Truth or Myth?
● Data trending: Track trends through time and across different periods, such as annual,
quarterly, monthly, and seasonal time models.
● Actionable analytics: Answer key questions about your workforce and spot risks and
opportunities rapidly with visual, interactive HR analytics.
● Integrated data foundation: Builds on operational reporting from Employee Central with
metrics & predictive analytics and also integrates data from multiple systems to create a
solid data foundation and rely on SAP software to help manage data quality.
SuccessFactors also provides a managed service to integrate, govern, refresh, and publish
your data for analytics. We provide the staff resources and technologies to manage this for
you.

Self Service Analytics

If you want to start with a clean slate and explore data across the organization then our self-
service options can support your goals.
● Enterprise Analytics
● Enterprise Planning
Enterprise Analytics
Enterprise Analytics enables you to explore data across the organization and deliver insights
at the point of decision. While no content is pre-delivered content, with this solution you can:
● Gain insights and take action in context of business processes
● Analyze, predict, plan, and execute within your business process for instant insight to
action
● Increase engagement, and accountability with built in collaboration capabilities
● Design multi-page reports with sections, dynamic fields, tables and charts; schedule
publications to SAC and non-SAC recipients

Enterprise Planning
Enterprise Planning enables you to execute your business strategy with the right people, with
the right skills, at the right time and cost. While no content is pre-delivered content, with this
solution you can:
● Act in the moment by planning, analyzing, and simulating your data directly within your
enterprise solution
● Continuously collaborate with your team on plans within context for increased
accountability
● Discover predictive planning by uncovering top performance influencers with predictive
forecasting and machine learning tools
LESSON SUMMARY


Unit 2
Lesson 2
Reviewing Workforce Analytics
LESSON OBJECTIVES
Workforce Analytics Overview

Introduction
SuccessFactors Workforce Analytics (WFA) helps customers to gain insights into how
investments in talent are impacting business outcomes, increase visibility into workforce
trends, risks, and opportunities, and improve the distribution of talent management metrics
to front-line managers. WFA offers insight into workforce dynamics and composition, brings
focus on areas that matter, and helps a customer find answers to key questions about current
workforce challenges and how to solve them. WFA can source its data from SAP core HR,
SuccessFactors Employee Central (EC) and Talent Solutions, or any 3rd party HR and talent
management system.
Key Features of Workforce Analytics

● Trends: Track trends through time and traverse different periods, e.g. annual, quarterly,
monthly, year-to-date, last-year-to-date and seasonal time models.

● Drill to Detail: Where appropriate, drill down to employee-level details to quickly identify
and review the transactional details.
● Actionable Analytics: Use quick links and actions from employee-level detail to navigate
directly to relevant areas in other SAP SuccessFactors modules.
● Benchmarks: Compare data against your peers to identify gaps, build business cases, and
take action.
● Query Workspace and Investigate: Quickly analyze trends across multiple metrics and
dimensions using a drag-and-drop interface.
● Canvas Reports: Generate your own reports using a drag-and-drop interface. Reports are
automatically updated when data is refreshed. Features include drill-down capability,
trending through time, report filtering and role-based security. Publish and distribute them
in PDF, Word, or Excel format.
● Report Distributor (Scheduling and Delivery): Automate distribution of reports to
designated users and schedule reports to run at specific times.
Metrics Packs
SAP SuccessFactors employs a modular design that enables customers to focus on metrics
most relevant to their organization. These ‘modules’ are referred to as Metrics Packs: Each
metrics pack contains a related set of measures and reporting dimensions that:
● Define a standard set of metrics specific to a range of topics (Performance, Recruiting,
etc.)
● Define a standard set of dimensions/hierarchies (e.g. high/low performer) to support
further analysis of the metrics
● Map metrics to the data needed to populate them
● Includes common business logic which can be customized by clients
The modular approach significantly reduces the time to implement multiple data sets (avoids
the need to “start from scratch”) and publishes metrics according to pre-built standards and
logic. SuccessFactors extensive knowledge of workforce measurement means that each
metric pack is specifically targeted to provide insights into the chosen topic.

Lesson: Reviewing Workforce Analytics
WFA Utilizes Real, Relevant Benchmark Data
Through working directly with organizations’ core data systems; SAP SuccessFactors
differentiates itself from other benchmark providers by offering rich and standardized
formulas and definitions.
The SAP SuccessFactors benchmarking application is the most comprehensive online
resource for workforce metrics on the market today, as SAP SuccessFactors approach to
benchmarking delivers a true “apples–to–apples” experience for the user and provides
access to granular data cuts, with minimal time investment for organizations. The benchmark
values are embedded in organizations dashboards and are superimposed onto actual
company results for quick visual comparisons.
Primary attributes of the SAP SuccessFactors benchmarking program are as follows:
● Transaction Level Benchmarking: The SAP SuccessFactors benchmark set is comprised of
data collected at the transaction-level from organizations’ HRIS systems (hire date, pay
increase date, transfer date), thus providing a rich set of benchmarks with the capability to
be cut by various analysis options (e.g. gender, ethnicity, etc.).
● True “Apples–to–Apples” Benchmarking: The SAP SuccessFactors program maintains
rigorous adherence to measurement standards set across the program. Any organizations
result calculated outside of these standards are excluded from the benchmark group.
● Quality Assurance: Any organizations data contributed to the SAP SuccessFactors
benchmarking set has gone through a thorough verification process at the employee-ID
level. Additionally, the SAP SuccessFactors benchmarking team reviews benchmark
results each quarter, removing outliers or data that might threaten the integrity of the
benchmarking set.
● Minimal Time Investment: SAP SuccessFactors Workforce analytics customers are
already supplying data at the transaction level to build a dashboard; the provision of this
transaction level data to SAP SuccessFactors standards is all that is required to participate
in the benchmarking program.

● Provision of Results in a Benchmark Spectrum: So that results are not ‘lost in the average,’
the SAP SuccessFactors program provides benchmark results in a spectrum (25th, 75th,
and 90th percentiles) so that organizations can have access to the true range of
benchmark results.
● Analysis and Organization–Type Cuts: The nature of the data collection (at the employee-
ID level) allows SAP SuccessFactors to slice data by organization, employee, and job
function characteristics.
Note:
Benchmark data is available only in certain global regions.
WFA Investigate: Interactive Analysis Tool
The Investigate Tool:

● Has cutting-edge capabilities that accelerate the process that HR Analysts go through to
analyze issues
● Surfaces relevant metrics and analysis dimensions
● Leverage trends and forecasted values to drive conversation
● Recommends compelling visualizations to clearly communicate the findings
● Has a clean and modern look with improved usability based on SAP Fiori design principles
and our comprehensive analytical library

Lesson: Reviewing Workforce Analytics
WFA Standard and Custom Reports: Quickly Access Meaningful Reports
● Create flexible and configurable reports with drag and drop

● Leverage existing reports and dashboards provided by SAP SuccessFactors via the SAP
Help Portal
LESSON SUMMARY


Unit 2
Learning Assessment

X True
X False


UNIT 3 Applying Workforce Analytics
Lesson 1
Navigating the Basics of Workforce Analytics 26
Exercise 1: Navigate Standard WFA Views 53
Lesson 2
Customizing Queries on Workforce Analytics 58
Exercise 2: Create Query with Query Workspace 91
Lesson 3
Customizing Reports on Workforce Analytics 96
Exercise 3: Create a Report with Report Center 125
Lesson 4
Investigating Workforce Analytics 130
Exercise 4: Create an Investigation 153
UNIT OBJECTIVES
● Navigate Workforce Analytics

● Create custom queries in Workforce Analytics
● Create custom reports
● Create Investigations

Unit 3
Lesson 1
Navigating the Basics of Workforce Analytics
LESSON OBJECTIVES
Workforce Analytics Navigation

Logging In
The WFA application is integrated with an SAP SuccessFactors HXM instance. Users access
WFA after logging into SAP SuccessFactors HXM by the drop-down menu. The integration
provides the following benefits:
● Single Sign On (SSO) access for production users to SAP SuccessFactors modules.
● Automated management of user accounts and role based security for non-administration
users. This significantly reduces the administration burden of managing user accounts and
security.
● SF HXM user accounts are linked to the WFA user accounts. The WFA users can be
created manually, via bulk upload, or automatically via WFA Automated Management.

Lesson: Navigating the Basics of Workforce Analytics
Accessing the Analytics Portal
Once you have logged into the SAP SuccessFactors Instance, you can navigate to the WFA
application, also referred to as the WFA portal.
To access the WFA portal:
1. From the main navigation list select Workforce Analytics. Note the label can be renamed in
individual instances.
2. The WFA page will load.
Analytics Portal Page
The Analytics Portal Page provides the following features:

Unit 3: Applying Workforce Analytics
● Workforce Analytics allows you to design custom Landing Pages.

● Eases user navigation by providing access to WFA standard views and areas of the site at
one entry point.
● Users can choose their own Landing Page.
Workforce Analytics Page Navigation
The Analytics Portal Page, also known as the landing page, provides the following navigation
components:
1. Landing Page: Return to your landing page.
2. Metrics: Search link and menu containing links to available measures.
3. Filters: Apply time, structural and/or analysis dimensions to further customize your
report.
4. Reset: Reset to default any applied time, structural or analysis dimensions ( ).
5. Tools: List of the tools available for your role.
6. Export: Send the display to Microsoft Word, Adobe PDF or PowerPoint.
7. Admin: Access to administrative features available to your role.
8. Resources: Catalogue of for customer specific documents (Resources can be hidden).
A button ( ) is available for users to set and clear the Workforce Analytics Landing Page.
The landing page is the first page shown when navigating to WFA and can be set to any canvas
report created in Report Center.

Analytics Portal Page
The Analytics Portal Page provides the following features:

● Workforce Analytics allows you to design custom Landing Pages.
● Eases user navigation by providing access to WFA standard views and areas of the site at
one entry point.
● Users can choose their own Landing Page.
Navigation Bar – Filters and Tools
Additional tiles in the Navigation Bar include Filters and Tools.

Filters allow you to apply time, structure, and/or analysis dimensions to the current report.
The options available can change based upon the selected report.
Click to reset the applied filters back to the default.

A user can save pre-defined dimensions as a filter profile. Additionally a filter profile can be
set as the default.
The tools panel allows you to access a variety of WFAP tools within the application. Some of
these tools will be covered in more detail in this course.
Navigating to Measure Views
Measure Views (also called Metrics views) provide a quick and easy way to navigate the rich
content of over 2,000 metrics provided by Workforce Analytics.
These Measure Views allow different views of the WFA data without the need for building
dedicated reports or queries.
To access the Measure Views:
1. Locate the desired measure in the menu system and select it. The measure view for the
selected measure will load.
To locate a measure, you can expand the different measure categories and subcategories.
The location of the measure category and subcategory is documented in the Core Workforce
and Mobility Metric Pack Documentation.
You can also search for a measure utilizing the search box. To search for a measure:
1. Type part of the name in the search box and either click the search icon or press Enter.
2. You can click Next and Previous to navigate through matching measures.

Navigating to Query Workspace
Query Workspace allows WFA users to create custom queries against WFA data and visualize
those as tables, charts, or embed them in custom reports. It allows users to analyze data in
ways that are not available in the default measure views.
The use of query workspace is detailed in a lesson later in the materials.
To access Query Workspace:
1. Select Query Workspace from the Tools panel in the navigation bar.
Note:
You can also navigate to query workspace by selecting the Switch to Classic
View link inside of an Investigation.
You can also access Query Workspace by using Action Search.
Navigating to Investigate

Investigate combines a clean and modern look with improved usability based on SAP Fiori
design principles and our comprehensive analytical library to make interactive analytics
simple and readily accessible. Investigate allows you to create queries and adjust
visualizations within a single tool.
The use of Investigate is detailed in a lesson later in the materials.
To access Investigate:
1. Select Investigate from the Tools panel in the navigation bar.
Note:
If Investigate has not been enabled, you cannot access the tool. Details for
enabling Investigate can be found in the Lesson on the Investigate tool.
Navigating to Create Custom Reports
Report Center is a report management tool. One function is to allows WFA users to create
custom reports. These reports can include data from a variety of data sources, including the
query workspace and investigate.
The use of Report Center is detailed in a lesson later in the materials.
To access the Report Center:
1. Select Reporting from the main navigation menu.
Measures, Dimensions, and Benchmarks

WFA users must understand the components that make up queries and reports produced
from workforce analytics data. WFA collects data from one or more sources and make that
collected data available for analysis. Fundamentally, we capture Measures and Dimensions.
Measures can be defined as input measures or result measures, and dimensions can be
categorized as structural, analysis, or time dimensions. Finally, result measures can often be
compared to benchmarking data provided by SAP SuccessFactors. Understanding the
differences in these components is important.

Result Measures and Input Measures
Input Measure: An input measure is information that has been sourced or calculated from the
raw data extract provided by members from their Human Resource Information Systems
(HRIS) to convert into metrics.
The following examples are input measures:
● End of Period Headcount
● FTE
● Average Headcount
● Terminations
● Hires
● Performance Appraisal Participants
Derived Input Measure: A derived input measure is a base input measure that has been
filtered by a dimension category.
The following examples are derived input measures:
● EOP Headcount – Male
● FTE – Part-Time
● Terminations – Voluntary
● External Hires – Minority
Result Measure: A result measure is a new piece of information that has been calculated by
combining multiple input measures. This information represents information that was not
present within the original HRIS extract.
The following examples are result measures:

● Average Workforce Age

● Staffing Rate – Female
● Average Workforce Tenure
● Termination Rate
● Net Hire Ratio
● Average Performance Appraisal Rating
● Employee Turnaround Rate
Filters – Time Navigation
Navigational time models are multi-level models that allow the user to navigate through the
time dimension using the left hand navigation menu. WFA supports time models based upon
calendar years or fiscal years.
The Time Filter supports 3 levels for the time dimension; years, quarters, and months.
Yearly time models are based on calendar years like 2018 and 2019 and on fiscal years like
2017/2018 and 2018/2019.
Quarterly time models are based the calendar quarters of Quarter 1 (January to March),
Quarter 2 (April to June), Quarter 3 (July to September) and Quarter 4 (October to
December) or alternatively on the fiscal quarters.
Monthly time models are based on the twelve months of the year.
Note:
WFA on SAP HANA also supports weekly and daily time models, but they are NOT
available within the Time Filter.

Filters – Structural Dimension Navigation
Structural dimensions allow analysis by organizational, regional, reporting or line of business

structures. Selecting Report By allows you to choose a structural dimension to “slice” the
data. Selecting Limit By allows you to choose a structural dimension to filter the data.
Report By: Choose a structural dimension to “slice” the data.
Limit By: Choose a structural dimension to filter the data. Note that you may not filter using
the same structural dimension as the one used in Report By.
Note:
A dimension must be configured as a Structural Dimensions to be used in Tree
Security. Tree security allows WFA administrators to limit access to areas within
the hierarchy of a dimension. Dimensions implemented as Analysis Dimensions
can only enabled / disabled for the entire hierarchy. For more information on Tree
Security, please see the section on Workforce Analytics Administration.

Filters – Analysis Dimension Navigation
Analysis dimensions allow analysis by groups which logically segment the measure. For
example, workforce measures such as Termination Rate may be analyzed by Gender or Job
Role, Financial measures such as Operating Expense may be analyzed by Expense Type and
Staffing measures such as Applicant may be analyzed by Applicant Source.
Analyze By: Choose an analysis dimension to “slice” the data.
Filter By: Choose an analysis dimension to filter the data.
Note:
Analysis Dimensions may vary according to the modules implemented and the
data available. Analysis Dimensions must be utilized to support Benchmarking
and Derived Input Measures.

Benchmark Gauges
The SAP SuccessFactors benchmark program provides a large database of hundreds of

benchmarks. SAP SuccessFactors analytics customers have their results on each of these
benchmarks deployed via an online dashboard as part of their workforce analytics application.
The SAP SuccessFactors benchmarking application is the most comprehensive online
resource for workforce metrics on the market today. The benchmark values are embedded in
organizations’ measure views and are superimposed onto actual company results for quick
visual comparisons.
Benchmarks can be selected by the user to compare their organization results to peer
organizations:
● Results within the Green zone are within the desired range for that measure
● Results within the Orange zone are close to the target for that measure
● Figures representing the 25th, 50th and 75th percentiles of the years benchmark sample
● Results within the Red zone are far from the desired range for that measure
● The gauge and value represent the organizations score for that measure
Note:
Benchmark results will appear only for applicable benchmarked measures.
Benchmarking data availability varies by region.
Measure Pages Heading

All Measure pages contain a heading with the following features:
1. Title of the measure
2. Description for the measure
3. Measure Explain & Footnote text
Measure Explain
When selected, the Icon displays an explanation of the measure that is currently being
viewed.
Footnotes

The icon displays any footnotes available for the currently selected measure. Footnotes
are specific to an organization and can be added by any user to provide more detail/context
on the measure for other users within their organization.
Result Measure Navigation

Result Measure Views
Use the drop down navigation available on each measure page to see the other measure
pages available.
Note:
The asterisk on the menu indicates the page you are currently on.

Result Analysis View
In addition to the common features of all measure views, the Analysis View for Result
Measures contains:
1. A trended graphical representation of the measure for the whole organization for a
selected period of time.
2. A graphical representation of the percentage make up of that measure sliced by the

analysis dimension for the selected time period.
3. A table comparison of each structural dimension unit by each analysis dimension unit for
the measure for the selected time period.
Result Benchmark View

In addition to the common features of all measure views, the Benchmark View for Result
Measures contains:
1. A benchmark line chart representation of the measure by benchmark groups available in

the selected benchmark category for the selected time period.
2. A benchmark analysis describing the selected benchmark.
3. A stacked benchmark chart showing the organizations results for the selected time period
against the benchmark ranges.
4. A table comparison of the measure by the selected analysis option compared to the
benchmark category selected.
Result Inputs View
In addition to the common features of all measure views, the Inputs View for Result Measures
contains:
1. A trended graphical representation of the measure for the whole organization for a
selected period of time.
2. The formula for calculating the result measure.
3. A table comparison of each of the measure inputs for the selected time period.

Result Table View
In addition to the common features of all measure views, the Table View for Result Measures
contains:
1. A table representation of the measure by the selected analysis option for the selected
time period.
2. A table representation of the measure by the selected analysis dimension for the selected
structural dimension.
Result Trend View
In addition to the common features of all measure views, the Trend View for Result Measures
contains:

1. A trended graphical representation of the measure for the selected time period including
the average over time.
2. A trended table representation of the measure by the selected structural dimension for
the selected time period.
Input Measure Navigation

Input Measure Views
Use the drop down navigation available on each measure page to see the other measure
pages available.
Note:
The asterisk on the menu indicates the page you are currently on.

Input Analysis View
In addition to the common features of all measure views, the Analysis View for Input
Measures contains:
1. A trended graphical representation of the measure for the whole organization sliced by the
analysis dimension.
2. A graphical representation of the percentage make up of that measure sliced by the

analysis dimension for the selected time period.
3. A table representation of the measure broken down by the selected structural dimension
and sliced by the selected analysis dimension.
Input Analysis View – Pie

In addition to the common features of all measure views, the Pie Chart View for Input
Measures contains:
1. A pie graph representation of the measure by the selected analysis dimension for the
selected time period.
2. A pie graph representation of the measure by the selected structural dimension for the
selected time period.
3. A table comparison of the measure by the selected structural and analysis dimensions at
the selected point in time.
Input Table View
In addition to the common features of all measure views, the Table View for Input Measures
contains:
1. A table representation of the measure by the selected time period and the selected
analysis dimension.
2. A table representation of the measure for a single point in time, by the selected analysis
and structural dimensions.

Input Trend View
In addition to the common features of all measure views, the Pie Chart View for Input
Measures contains:
1. A trended graphical representation of the measure for the selected time period including
the average over time.
2. A trended table representation of the measure by the selected structural dimension for
the selected time period.
Administrative Features
Admin Menu

The Admin link that appears in the top right corner of the WFA Portal provides access the
administrative features available for your role.
Note:
The options available in the Admin menu will depend on an individual user’s role
permissions. The administrative features are covered in a variety of areas in this
document. Not all apply to WFAP and therefore may not appear in this document.
Exporting to Word, PDF or PowerPoint
Export Report Pages, or an entire Report to Microsoft Word, Adobe PDF or Microsoft
PowerPoint using the Export icons in the menu bar.

Exporting to Excel
You also might need to export the results of a table. Each table has a button to export that
individual table to Microsoft Excel.
Exporting Individual Charts
Certain Individual charts can be copied and pasted into an image, document or presentation
editing program:
Right click on the chart and select Copy, then right click in the program and select Paste.

Workforce Analytics Standard Report Templates

What are Standard Templates?
WFA Standard templates are pre-built templates only applicable to customers with Workforce
Analytics. They are available in Customer Community and the SAP Help Portal to be uploaded
to the organizations instance. Customers are then able to customize these reports per
business requirements. The data is easily exportable for use in other tools or applications
such as Microsoft Excel.
Note:
These reports via the SAP Help Portal → SAP SuccessFactors People Analytics.
Analytics Scorecards
Report Key Metrics that help define the makeup of the organi-
zation
Workforce Mobility Track employee movements within the organizations.
Performance & Goal Key Metrics Track employee and team performance and goals.
Workforce Availability Where are, absences occurring in the organization?
Learning What impact is learning having on the organization?
Recruiting Track and monitor the organizations recruitment strat-
egy.
Compensation Planning View the organizations compensation plan and monitor
its effectiveness.
Succession Development Develop and track the organizations future leaders.
Organizational Effectiveness Are all teams working effectively and cohesively across
the organization?

Report Key Metrics that help define the makeup of the organi-
zation
Payroll & Benefits View key metrics pertaining to the payroll and benefit
function in the organization.
Employee Attitude Track and monitor employee engagement in the organi-
zation.
Environment Key metrics to monitor health and safety within the or-
ganization.
Diversity Monitor gender & minority groups by headcount, leader-
ship, potential, career progression, development and re-
cruitment.
Minority groups will validate to Non-Speaking English
Back ground (NESB) for APAC organizations.
Analytic Scorecards are one page report templates that can be used and customized in the
Workforce analytics environment. Modules included from the Workforce Analytics Metric
packs are Core Workforce and Mobility, Learning, Recruitment, Succession, Compensation,
Availability and Performance and Goals.
Note:
Scorecards that are available are dependent upon what Metrics Packs have been
implemented.
Other Report Templates
Report Report Definition

New Manager Provide a new manager a quick insight into their new team.

Report Report Definition

Employee Profitability Provides a quick and easy visual that will assist reporting on
‘how’ human capital impacts an organizations financial per-
formance.
Business Beyond Bias From a Planned series of ‘issue focused reports’. This report
specifically addresses business beyond bias?
Human Capital Reporting This template provides all required metrics for external report-
ing based on the ISO 30414 Human Capital Reporting Stand-
ard.
Some other reports offer more pages and/or detail than scorecards.
Note:
The document Workforce Analytics Report Templates – Examples on the SAP Help
portal has examples of each report.


Unit 3
Exercise 1
Navigate Standard WFA Views
In this exercise, you will determine what was the Voluntary termination rate at Research and
Development (OU under Corporate) for those with a position tenure of less than 1 year in Q4
2017? You will determine how voluntary termination rate is calculated and what the
benchmark value is.
Simulation
For more information on this topic please view the simulation in the lesson
Navigating the Basics of Workforce Analytics in your online course.
1. Click Workforce Mobility.
2. Click Termination.
3. Click Termination Rate - Voluntary.
4. Click Report By All Organizational Units.
5. Click Corporate.
6. Click Analyze By All 9 Box Ratings.
7. Click Position Tenure.
9. Click Time All Time Periods.
10. Click All Time Periods.
11. Click 2017.
12. Clicking in the scroll area displays the desired area.
Note:
The Research and Development rate was 19.7% for employees with 1 year or
less of job tenure.
13. Click .
14. Click Cancel.

Note:
Formula is displayed in Explain, as well as other useful information.
15. Click Result Analysis View.
16. Click Result Benchmark View.
Note:
2017 Benchmark for Voluntary Termination Rate was 6.9%.

Unit 3
Solution 1
Navigate Standard WFA Views
In this exercise, you will determine what was the Voluntary termination rate at Research and
Development (OU under Corporate) for those with a position tenure of less than 1 year in Q4
2017? You will determine how voluntary termination rate is calculated and what the
benchmark value is.
Simulation
Navigating the Basics of Workforce Analytics in your online course.
1. Click Workforce Mobility.
2. Click Termination.
3. Click Termination Rate - Voluntary.
4. Click Report By All Organizational Units.
5. Click Corporate.
6. Click Analyze By All 9 Box Ratings.
9. Click Time All Time Periods.
10. Click All Time Periods.
11. Click 2017.
12. Clicking in the scroll area displays the desired area.
Note:
The Research and Development rate was 19.7% for employees with 1 year or
less of job tenure.
13. Click .
14. Click Cancel.

Note:
Formula is displayed in Explain, as well as other useful information.
15. Click Result Analysis View.
16. Click Result Benchmark View.
Note:
2017 Benchmark for Voluntary Termination Rate was 6.9%.

LESSON SUMMARY

Unit 3
Lesson 2
Customizing Queries on Workforce Analytics
LESSON OBJECTIVES
Query Workspace
Introduction to Query Workspace
Query Workspace allows you to conduct custom detailed analysis of their published WFA
data. You can search for business critical issues or trends within the data. Query workspace
has the ability to:
● Build queries that combine multiple measures and multiple analysis dimensions into a
single (table) view.
● Apply additional filters on top of chosen measures and dimensions.
● Construct queries in a live Query Builder view, where the query results display
automatically as selections are made.
● View queries by available structural dimensions and on some measures drill to detail.
● Present results in table or chart styles, format these queries and save them to be
refreshed later or included in reports.

Lesson: Customizing Queries on Workforce Analytics
Using the Query Workspace tool, you can analyze data in ways that are not available in the
default measure views.
To access the tool, please review the basic navigation lesson earlier in the documentation.
Query Workspace Navigation

A query can be created, opened saved or deleted from the File menu.
The toggle between chart and table view, the View menu should be used.
Selectable dimensions used in the query can be changed with the Filters.
The edit query, edit query formatting or edit Custom Measures/Dimensions are options in the
Edit menu.
Query Results View
When first entering Query Workspace, the view will be populated with the last measure
previously viewed.
All dynamic options are enabled and one can immediately begin to drill through and change
analysis using the Filters tile.
Note:
Dynamic Options (Selectable Time, Selectable Structure, Selectable Analysis, and
Selectable Filter) allow the user to select the dimension setting at runtime.

Query Management
File menu is used to create, open, save or delete a query.

Edit menu is used to edit the query measure/dimension settings, edit the query display or
access the Custom Measures & Dimensions function.
To save a query, select Save Query from the File menu, then enter a name in the Title field and
select a folder to save it to. Saved custom queries can be used and re-used in custom reports.
Query Design Panel Overview
If you want to create a new query from scratch, or change an existing query, you will be
working with the design panel. The query design panel includes a measure & dimension list
and the ability to toggle between table view and design view. In either case you can drag and

drop measures and dimensions onto the workspace. You access the design panel from the
edit menu.
Measures and Dimensions list of all measures and dimensions currently available in the
portal.
The Show button allows you to toggle between Table view and Design view.
WFA Query Concepts

Time Models
Time periods versus the Time Models

Time periods allows you to create queries with ‘static’ years, quarter, and months for display.
Time Models allow the dimension to dynamically be selected.
For example, you want to build a report that shows you End of Period Headcount over the last
4 years. You could do this by constructing a query that only returns results for 2016, 2015,
2014 and 2013. This would give you the information that you need however as time moves
forward so do your needs. In 2018 you still want to see the last 4 years which are now 2017,
2016, 2015 and 2014. You can certainly adjust your query to cater for this but this means that
you need to remember to do some annual maintenance of your query to show the desired
results.
Alternatively in this example you can choose to use a Time Model called “Last4Years” that
always shows you the latest 4 years of results. By using a model as opposed to specifying the
specific years you can create a report that continues to work over time and returns you the
information that you need without requiring maintenance. This is just one example of a Time
Model. SAP SuccessFactors supports many others designed to make reporting easy and
sustainable over time.
Time Model Groups
There are several groupings of time models: navigational, yearly, quarterly, monthly, weekly,
and daily.

● Navigational: multi level models (Years, Quarters, and Months) that allow the user to
navigate through the time dimension using the filter panel.
● Yearly: based on calendar years like 2016 and 2017 and on fiscal years like 2016/2017 and
2015/2016.
● Quarterly: based the calendar quarters of Quarter 1 (January to March), Quarter 2 (April to
June), Quarter 3 (July to September) and Quarter 4 (October to December) or
alternatively on the fiscal quarters.
● Monthly: based on the twelve months of the year.
● Weekly: based on the 52 weeks of the year.
● Daily: based on the 365/366 days of the year.
Note:
Weekly and daily time models are only available on WFA on SAP HANA
implementations.
Navigational Time Model Group

There are 3 options in the Navigational Time Models. Time Periods, Time Periods (Current
Node Only) and Time View. The examples below use data that is compiled though December
of 2016.
● Time Period: The report user can select a time node using the filter panel. Selecting a node
will display the child nodes of the selected node. In the example, the year 2016 was
selected.

● Time Period (Current node only): The report user can select a time node using the filter
panel. Selecting a node will display the selected node only. In the example, the year 2016
was selected.
● Time View: The report user can select a time type (Year, quarter, months of a year) using
the filter panel. Selecting a node will:
- Year: Display all years
- Quarter: Display all quarters
- Months ＞ Year: Display all months of the selected year
Time Models for Years
Many time models exist for that display node(s) that represent years.

Time Models for Quarters
Many time models exist for that display node(s) that represent quarters.
Note:
Seasonal View displays the same quarter (Q1, Q2, Q3, Q4) of all the years, for
example Q1 of 2016 and Q1 of 2017.
Time Models for Months
Many time models exist for that display node(s) that represent months.

Time Models for Weeks
Many time models exist for that display node(s) that represent weeks.
Time Models for Days
Many time models exist for that display node(s) that represent days.

Tokens
Tokens allow you to display the textual information that is dynamically generated. This
becomes a powerful tool especially when you consider how you might want users to navigate
and adjust selection criteria in your report at run-time or even if you decide to adjust your
report in the future. With tokens your report will automatically tell its own story without you
needing to manually adjust text.
For example, you are building a report that contains several charts on a page. Each of these
charts shows a distinct view of data that when shown together on a report page portray a data
story that is important to your report. As the author of the report you understand this story
but you want to make sure that other report users can easily discern what each chart is
depicting. To do this you plan to add titles and axis descriptions to each chart to make this
clear.
You could simply manually type in a text title/axis description for each chart. However, due to
the dynamic ability of these tools, there is a way to let the chart automatically do this for you
using tokens that describe the selected properties of the chart. If you are constructing a chart
using the End of Period Headcount measure we could manually type this into the title.
Alternatively, you could include a token in the title that means “automatically display the
name of the measure that this chart represents”. Then if you later change this chart to use the
Start of Period Headcount measure then the tile will be correct without any change in the title.
Types of Tokens
Tokens can be divided into categories that are largely defined by the major components of a
chart or table. You can think of these components as being the major building blocks of the
underlying query.
Token categories include:
● Organization: presenting an organization specific disclaimer, and the date data was
published
● Page: User selected filter in the filter panel
● Measure: the measure/s used in the query

● X and Y Axis (Columns and Rows): the data selections (dimensions) that appear on the two
axis of a chart (X and Y) or table (columns or rows)
● Filter: any analysis dimension filters that are applied to the query
● Context: any time or structural filters that have been applied to the query
● Benchmark: any benchmark categories that have been applied to the component
All tokens have a similar format when you are using them and that is [%TOKENNAME%]. The
‘[%’ and ‘%]’ characters are simply designed so that tokens may be distinguished from
normal text that is manually typed.
You may build up sentences using multiple tokens combined with normal manually entered
text.
Using Tokens
Tokens can be used in a variety of locations for WFAP tools. The token list can be retrieved by
selecting “…” next to a text box in a variety of locations, or by selecting Token Selector within
the certain components.
Targets
A Target is a desired level of performance for a measure that can be achieved through
proactive management. Targets can be configured by WFA administrators. A variety of query
and report components can utilize configured targets. Targets are defined for measure
utilizing a time, structural dimension and optionally an analysis dimension. For example, you

can set termination rate targets for the Location Organizational Units for the years 2016 and
2017.
Note:
Full description of target configuration is outside the scope of this document.
Target Type
Targets can be single value or range.
Target Thresholds
You can use thresholds to display a close to target/near range. They can be configured as a
number or percentage above/below a value. Additionally, they can be set for one side of a
target, or both.
Table View
Table view gives the user a tabular view of the output of the current query. When in table view,
you can view the results of any changes to the query. You can drag metrics onto the row or
column to include them in the query. You can drag a dimension onto the row / column / filter

to include those in the existing query. Table view provides the simplest way to modify an
existing query.
Add Measures
Find the required measure from the list in the left side pane, then click and drag the measure
to either the Rows or Columns bar. When creating a new query, a measure must be added
before any dimensions.
In this example, Average Headcount has been dragged and dropped onto the Rows bar.
Note:
Custom Measures can be found in the Custom Calculations folder. It is possible to
include more than one measure in the same query.

Structural and Analysis Dimensions
Once a measure has been selected, the Dimensions list will automatically open. If the query is
to be displayed in a chart format, it must contain a dimension in the columns.
In this example, the structural dimension All Organizational Units has been dragged and
dropped onto the Rows bar. A time dimension has not been selected, so the most recent year
will appear as the default time period.
Note:
Custom Dimensions you have permission to access can be found in the Special
Functions folder.

Time Dimensions
A time period for the query can be selected by dragging and dropping a time dimension onto
the query pane. Using a time dimension in the rows/columns of the query makes the
dimension visible as part of the query.
In this example, the time dimension Calendar Years has been dragged and dropped onto the
Columns bar. Calendar Years can now be seen as the columns in the query results.
Note:
Reliable queries will include a measure, a time dimension and a structural
dimension.

Filters
A filter for the query can be selected by dragging and dropping a dimension node onto the
query pane.
In this example, the node Generation X (1964-1978) from the Generation analysis has been
dragged and dropped onto the Filters bar.
By adding a filter to the example, we now have a query showing the Average Headcount for All
Organizational Units by Calendar Years filtered to Generation X employees.
Design View
Design view provides the user more detailed management of the output of the query. There
are several actions that can be completed that cannot be done in table view:
● Remove measures / dimensions
● Change the query order of dimensions
● Swap dimensions between rows / columns
● Include a subset of a structural or analysis dimension

Design View – Overview
Clicking Show Design View will bring up the design window.

Dragging and dropping measures, dimensions onto rows, columns and filters in the Table
View is a quick and simple way to create a basic query.
In Design View we can see the parameters for the query designed.
Use of the Design View however, will allow you to construct a richer, more complex query that
will allow even closer analysis of the targeted measure. The drag and drop functionality is still
applicable in the Design View.
Design View – Measures
The Measures section in Design View will show:

1. The measures in the query
2. If more than one measure is used in the query, the ability to push measures up or down
the query order
3. The selected display options for those measures
4. An Edit menu to change the display options
5. A Remove option to take a measure out of the query
6. A measure Edit option to toggle between Actual/Annualized results (if applicable for that
measure)
Measure Display Options
The following measure display options available in Design View:

● Show Measures on Rows or Columns: This option determines whether measures that have
been chosen for this query are shown on the rows or on the columns in the results.
● Show Measures on Major Grouping or Minor Grouping: If two or more measures are
included in the query and an additional analysis dimension has been associated with these
measures on rows/columns, this option determines how these measures are shown
relative to this analysis dimension.
● Exclude rows or columns that contain no data: Selecting this option will hide from the
results generated by the query any rows or columns of data that contain no data at all.
Note that rows and columns of data that contain valid "zero" results will still be shown.
Two Grouping Options:

● Major Grouping option: The measures will be the primary grouping broken down by the
analysis dimension as the secondary grouping.
● Minor Grouping option: The analysis dimension will be the primary grouping broken down
by the measures as the secondary grouping.

Design View – Columns and Rows
The Columns and Rows section in Design View will show:
1. The dimension names used in the columns/rows
2. An option to swap the column/row dimensions
3. An Edit menu to change the dimension levels used in the query
4. A Remove option to take a dimension out of the query
5. If more than one dimension is used in columns/rows, the ability to push dimensions up or
down the query order
Dimension Levels
Dimension Levels can be changed by selecting Edit for the dimension you wish to change.
Dimension Levels consist of Qualifiers and Distance:
● Qualifiers determine which dimension nodes will be included in the query, according to
their relationship to the selected node.
● Distance refers to the difference in depth between the dimension node selected and its
associated target node(s). E.g.; if you wanted to examine the items immediately below the

dimension node (the child elements), then a distance of one (1) applies. Similarly, the
grand-children nodes are identified by a distance of two (2).
In this example the Qualifier All descendants to distance with a Distance of 1 has been used
with the All Organizational Units node of the Organizational Unit structural dimension – this
will show all the dimension nodes immediately underneath All Organizational Units.
To change the existing selection:
1. Click Remove to delete the existing setting.
2. Navigate the dimension tree to the required node.
3. Choose your Qualifier and Distance.
4. Click Add.
5. Click the up arrow to close the Edit window.
Qualifier Options
Definition for the Qualifier Options:

● Selected element only Includes in the query only the dimension node selected in the
explorer.
● Selected element and all descendants to distance Includes in the query the dimension
node selected in the explorer plus all the nodes below, down to the level specified by the
distance value.
● All descendants to distance Includes in the query all descendants of the dimension node
selected in the explorer down to the level specified by the distance value. Note that the
dimension node selected in the explorer is not included.
● All descendants at distance only Includes in the query all descendants of the dimension
node selected in the explorer at the level specified by the distance value. Note that the
dimension node selected in the explorer is not included nor are any node at distances
between the dimension node and the specified distance.
● All descendants leaf elements Includes in the query only the lowest level or terminal
descendants of the dimension node selected in the explorer. These elements are often
referred to as the leaf elements having no 'child' nodes below them. Note that the
dimension node selected in the explorer is not included nor are any nodes at distances
between the dimension node and the leaf nodes.
● Selected element and all descendants Includes in the query the dimension node selected
in the explorer plus all the nodes below to the bottom of the dimension.

● All descendants Includes in the query all descendants of the dimension node selected in
the explorer to the bottom of the dimension. Note that the dimension node selected in the
explorer is not included.
Note:
More than one qualifier selection may be added to the query if desired.
Time Context
A time period for the query can be selected by adding a Time Context. Time Context is used
when it is not intended that the time can be seen as rows/columns in the query, but simply as
a background filter to the query.
Time Context is added to the query via the Design View.
Select a time context and click Set. Then close the window by clicking the up arrow.
In this example, the time model Last Year has been selected.
Note:
If a Time Dimension has already been added to Rows/Columns, it will not be
possible to also add a Time Context.

Adding Benchmark Results
Include Benchmarking results in your query in Additional Data Items:

Additional Data Items allows you to add benchmarking results to your query.
Note:
Additional Data Items is only available when constructing a query in Page
Designer, using the Chart View Showing Benchmark Lines component.
Other Options
Clear Query Parameters allows you to clear all query settings and begin a new query.

Use Structural Context if an organizational structure is not selected on the rows or columns,
and the query is to be used in a Report. Ticking this box will enable the organizational
structure to be selected at runtime.
Query Formatting
Edit - Query Formatting
From the Edit menu, select Edit Query Formatting to change the look and feel of the query
display.
Note:
Any formatting applied in Query Workspace will NOT be applied if the query is
used in a custom canvas report. You will have to format the component in the
report separately.

Toggle Table/Chart View
From the View menu, select Table or Chart to toggle the query display between table/chart
view.
Note:
To view a query as a chart, the query must have a dimension on the columns.
Custom Dimensions and Measures

Custom Dimensions

The Custom Dimensions function provides users with the ability to create specific dimension
views for use within Query Workspace, Investigate, and Page Designer. It can be especially
useful where there is a requirement to view and/or aggregate parts of analysis dimensions on
an ongoing basis and within separate queries/reports.
For example, a user may be looking at Average Headcount within a particular line of business,
and decide to slice this by the age dimension. Rather than looking at all age bands however,
the desire may be to group ages above 40 and look at the total result of those groupings.
Furthermore, rather than having this view pertaining to a single query, the user may want this
view to be available at anytime for query work without having to recreate it.
The Custom Dimensions functions make the above possible, as well as providing the scope
for many other uses.
Custom Measures
The Custom Measures function provides users with the ability to create custom calculated
measures for use within Query Workspace, Investigate, and Page Designer.
Create custom measures by dragging and dropping measure inputs and formula operators
onto a designer and see your measure build itself in real time.
The tool also supports a filter/s for each input measure as the measure is constructed.

Accessing Custom Measures/Dimensions
Custom Measures/Dimensions can be accessed via the Edit menu in Query Workspace:
Any previously created custom views appear within the folder structure.
The tools tile displays the two custom options not currently selected.
View Management
Any Custom Dimensions you create will be hidden from other users of the site unless you give
it a public status.
Click Status to see a list of the dimensions you have access to and their statuses.
The views status will be displayed as a ‘x’ if the dimension is not shared, and a ‘✓’ if it is
shared.
It is important to note here that users can edit/delete their own custom views and any views
created by other users that have a public status.
When accessing views for query use within Query Workspace, users can use their own custom
views and any public custom views.

Role Based Security permissions continue to apply – a user needs the correct RBS
permissions to view results in a query using Custom Members, Sets and/or Calculations,
even if the view has a public status.
Share your custom dimension with other users by selecting Status, then Make Public.
Note:
Users that are assigned the Custom Metric and Dimension Admin permission can
view, edit, make public, and delete any custom metric or custom dimension.
Folder Management
Folders can be created to simplify the management of custom views and views can be moved
to different folders by dragging and dropping.
Manage the folder structure with the New, Edit and Delete buttons.
If a folder is not selected when a dimension is created, the dimension will save to the (Default)
folder.

Custom Members vs Custom Sets
Custom members and custom sets are created in the same way, but will display different
results when used in a query:
● Custom Members: Groupings within a dimension will create a single total result made up of
all the selected groupings.
● Custom Sets: Groupings within a dimension will be made up of only the selected
groupings.
Note:
Both custom members and custom sets can be referred to as custom dimensions.

Creating a Custom Dimension
To create a new member or set, choose Custom Members or Custom Sets from the left tools
tile and click File → New:
The Name field is used to give the custom dimension an appropriate label.
Build a custom dimension from by selecting the structural or analysis dimension you wish.
Definitions
As can be seen in the example, the organization has an Employee Preference Survey cube
containing measures and dimensions based on Employee Survey results.
Cube Id: The Cube Id selection is necessary to define the type of data of which the analyses
are used to slice by. The workforce cube houses the majority of data and analyses in most
instances, but other measures such as those involving financial data will often be housed in
other cubes and thus will need to be selected if the goal is to create a custom view for
analyzing those particular measures.
Dimension Id: The Dimension Id specifies the analyses that can be used to create the custom
dimension. Continuing the Age example, the relevant dimension in this case would simply be
Age. Only dimensions that are available in the organizations cube can be used to create a
custom dimension. Custom dimensions cannot be created from other custom dimensions.

Note:
The procedure for creating member and sets is exactly the same. The only
difference is how they display within query results.
Editing the Custom Dimension
To edit the nodes of the member or set, choose Paths tab then adjust the nodes from the
selected Dimension. Then click OK to save, or Cancel to ignore the changes.
Select the appropriate nodes from the dimension tree. Use CTRL + Click to select more than
one node at a time and drag to add them to the custom dimension.
Nodes can be deleted from the Members list by dragging or selecting Remove All.

Creating a Custom Measure
To create a new calculation, choose Custom Calculations from the tools tile. Click File … New.
Enter the Measure details in the Custom Calculation Editor pane:
1. Enter Name
2. Enter Brief Description
3. Enter a detailed Description
4. Assign calculation Format
5. Enter number Decimal Places
6. Assign the metric Category
7. Assign the metric SubCategory

Build the Formula
Select Custom Calculation Formula to access the formula building pane:

Select first measure from Measure List and drag it onto the designer.
Choose a Filter
The Select Dimension Filter window will automatically open each time an input measure is
dropped onto the designer. Filter the measure by selecting one or more filter nodes from the
required analyses.

Note:
Should a filter not be required, simply click OK.
In the example, input measure will be filtered by age 20-29.
Add an Operator
Continue building the formula by dragging operators and more measures into the designer.
After the addition of the first measure, each subsequent operator and measure will need to be
dropped onto the appropriate grey bar to either side of every component in the formula:
Select from the list of available operators and drag them onto the designer.
Using the Designer
To remove an input, drag it from the designer and drop it onto the Delete button.
The Preview Window displays your calculation.

Validation
The Validate function can be used to check the validity of the custom dimension or measure
and is accessible by clicking the Validate button. Validation will check all dimensions/
measures saved in the tool; if no errors are detected an All is valid message will be
displayed.
Validation becomes an increasingly necessary function throughout the life cycle of the cube
and portal as measures and dimensions are added, modified and, on occasion, removed as
part of the refresh process.
Using Custom Dimensions/Measures
To use the custom measure/dimension, the user must create a query within Query
Workspace, Investigate, or Page Designer.
Query Workspace and Page Designer uses the same drag and drop paradigm.
Custom dimensions are included in the Special Functions category and can be located under
Dimensions.
Custom measures are and can be located under Measures panel and are included in the either
Custom Calculations category or the selected Category and SubCategory during its creation.
For more information about using custom measures and custom dimensions with Investigate,
please review the Investigate Lesson in the course.

Unit 3
Exercise 2
Create Query with Query Workspace
In this exercise, you will create a query in query workspace that displays the termination rate
– voluntary for 2016. The table will display the value broken down for organization tenures
under 3 years. Finally, it will be filtered for North America employee only.
Simulation
Customizing Queries on Workforce Analytics in your online course.
1. Click Investigate.
2. Click New.
3. Clicking the entry Start New Investigation selects it.
4. Click Switch to Classic View.
5. Click File to open dropdown.
6. Click New Query.
7. Click Workforce Mobility to open dropdown.
8. Click Termination to open dropdown.
9. Drag Terminate Rate - Voluntary.
10. Drop on ROWS.
11. Drag Calendar Years.
12. Drop on COLUMNS.
13. Drag Organizational Tenure.
14. Drop on ROWS.
15. Click Show Design View.
16. Click Edit beside Calendar Years.
17. Click Remove in Calendar Years.
18. Click 2016 in Calendar Years.
19. Click Add.
20. Click to close Calendar Years.
21. Click Edit beside Organization Tenure.

22. Click Remove in Organization Tenure.
23. Click in Organization Tenure.
24. Click Add.
Note:
You would repeat the steps for the nodes: 1 2 Years and 2 3 Years.
25. Click to close Organization Tenure.
26. Drag North America.
27. Drop on FILTERS.
28. Click Show Table View.
29. Click OK.

Unit 3
Solution 2
Create Query with Query Workspace
In this exercise, you will create a query in query workspace that displays the termination rate
– voluntary for 2016. The table will display the value broken down for organization tenures
under 3 years. Finally, it will be filtered for North America employee only.
Simulation
Customizing Queries on Workforce Analytics in your online course.
1. Click Investigate.
2. Click New.
3. Clicking the entry Start New Investigation selects it.
4. Click Switch to Classic View.
5. Click File to open dropdown.
6. Click New Query.
7. Click Workforce Mobility to open dropdown.
8. Click Termination to open dropdown.
9. Drag Terminate Rate - Voluntary.
10. Drop on ROWS.
11. Drag Calendar Years.
12. Drop on COLUMNS.
13. Drag Organizational Tenure.
14. Drop on ROWS.
15. Click Show Design View.
16. Click Edit beside Calendar Years.
17. Click Remove in Calendar Years.
18. Click 2016 in Calendar Years.
19. Click Add.
20. Click to close Calendar Years.
21. Click Edit beside Organization Tenure.

22. Click Remove in Organization Tenure.
23. Click in Organization Tenure.
24. Click Add.
Note:
You would repeat the steps for the nodes: 1 2 Years and 2 3 Years.
25. Click to close Organization Tenure.
26. Drag North America.
27. Drop on FILTERS.
28. Click Show Table View.
29. Click OK.

LESSON SUMMARY

Unit 3
Lesson 3
Customizing Reports on Workforce Analytics
LESSON OBJECTIVES
Reports Management Overview

Introduction to Custom Reporting with Report Center
Through custom reports, WFA report designers can present a wealth of human resources
data and build engaging reports that deconstruct metrics, organization units, occupational
groups and other analysis options.
You may need to manage reports access, delete old reports, organize reports, and change
report ownership.
Management of custom reports handled via the Report Center. Report Center provides
centralize access and management of all reports, not just custom reports on WFA data.
Navigating to report center is covered in the basic navigation section earlier in this course.

Lesson: Customizing Reports on Workforce Analytics
Managing Reports with Report Center
The Report Center provides all report management from a single unified interface. Each item
is categorized by a report type. Reports that can utilize WFA data are called Canvas report
type.
The actions available in the Report Center are:
1. Search: Type a search
2. Filter and Sort Reports ( ): Filters are persistent between logins and the
number indicates how many types of filters (Type, Author, Last Modified, Labels) are
enabled
3. Report Types: (Canvas Report, Table Report, Tile, Dashboard, Custom Report, Story
Report)
4. Perform an Action( ): Action Menu ( ), Label As ( ), Run. The action are

described below
5. Share Indicator( ): Icon represents the report is shared
6. Add a report as favorite by: Selecting the star ( ) or remove a report from your
favorites by clearing the star ( ). You can access the list of your favorite reports from
the home page.
7. Create New Reports: Create a New Report
8. Import report definition: Select an XML report definition for import
9. View as Flat or Grouped: Display grouped labels
10. Views: My Reports displays reports authored by you or shared with you, All Reports
displays all reports
Note:
The report views are only visible when you are a Report Administrator.

Actions on Reports
Action Available on Reports.

In the Report Center interface, you manage reports via the Action menu. You can perform the
following actions:
● Run
● Edit
● Share
● Rename
● Delete
● Export
● Duplicate
● Schedule
● Assign a custom label
● Change Author (owner)
● Copy Link
Note:
Not all options may be available depending upon permissions.

Note:
You can run reports on the actions taken on the individual reports in Report
Center with the Report Event Audit and the Report Execution Audit reporting
domains. For more information on working with other types of reports, please see
course HR882- SAP SuccessFactors People Analytics: Reporting and
Administration.
Favorite Reports
Using Favorite Reports
You can use Report Center to add or remove favorite reports that are available on the home
page.
To use favorite reports:
● Select or clear the star icon that precedes the report name to add it or remove it from the
list of favorite reports. For example, Select the star before Goal Status in Report Center.
● On the latest home page, choose the new Favorite Reports quick action to view your list of
favorite reports, arranged by the report types. For example, Goal Status is listed under
Dashboards. The quick action allows you to search and remove reports from your favorites
list
Report Labeling with Report Center

Labeling a Report
Custom labels provide a method to organize reports within Report Center. This helps users
find the reports they are looking for, and to group common reports. You can create groups of
labels as well. This allows for the reports to be organized in a hierarchical display if required.
You can filter reports by the assigned label. Turn on the filter panel and select the label for the
reports you would like to display.
Public and Private Labels
Labels can now be classified as public or private.

Public Labels are visible to:
● Report Administrators
● Report Consumers when they have access (shared with them, author of the report) to a
report assigned the public label
● Can be created only by Report Administrators
● Can be assigned to reports only by Report Administrators
A report administrator has one or more of the following permissions:
● Manage Dashboards / Reports ＞ Report Admin
● Manage Dashboards / Reports ＞ Story Admin
● Manage Dashboards / Reports ＞ Analytics Tiles and Dashboards
● Analytics Permissions Functional Permission ＞ Canvas Designer Admin
Private labels:
● Are only visible to the user that created the private label.
● Can be created by any reporting user.

● Can be assigned to reports that the user can edit.
Creating Labels
You can create labels though either the dropdown next to the labels tab, or though the action
area of a report. Report administrators can create public and private labels. Other reporting
users can only create private labels.
By default, when creating a new label, the label is set to private.
When working with label name, consider the following:
● Labels are NOT case-sensitive. Retail and retail are considered as one label.
● You CAN create ONE public and private label with the same name.
● Label names of the same type (public, private) must be unique. For example, you CANNOT
create a private label named FAVORITES and another private label named favorites.
● Private labels with the same name CAN be created by different users. For example, Sally
can create a private label named Favorites and Sam can create a private label named
Favorites.

Report Administrators can create Public or Private Labels.
Other reporting users can only create private labels.

To create a Label:
1. Open the Manage Labels. Either:
● Click Create from the dropdown next to the Labels tab.
● In the Label As action, click Create New.
2. Enter the Label Name.
3. To set the label type as public, select Public.
4. To nest the label inside another, select Nested label in, and select its parent label from the
dropdown list.
5. Select a color for the public label.
6. Click Create.
7. Click Done.
Assign a Label
To assign a label to a report in Report Center:

1. In Report Center, either:
● Select the Label As button.
● Select the action menu, then point to Label As.
2. Select one or more labels.
3. Click Apply.
Managing Labels
Access Manage Labels

You can also manage labels, such as deleting labels, editing the label color, marking as public
or private, and grouping/nesting labels.
To manage labels in Report Center:
1. Click Manage from the dropdown next to the Labels tab.
2. From Manage Labels you can:
● Search for existing labels.
● Create a new label by clicking Create New.
● Delete a label with the delete button.
● Edit an existing label with the pencil (edit) button. With Edit you can:
- Rename an existing label
- Mark public / private
- Change the color
- Nest it in another label
3. Click Done when complete.

All reporting users can manage their own private labels. Only Reporting Administrators can
manage public labels. See the following example of the Manage Labels screen for two
separate administrators and a reporting user.
Note:
In the images in the examples, the text (Public) and (Private) has been added to
the label name for clarity of the example. Typically, you can differentiate public
and private by color, public labels have a color assigned while private labels have a
grey label color.
Administrator A sets up Public and Private Labels.
Administrator B can manage all public labels, but not Administrator A’s private labels.

Report Creators and Consumers cannot Manage Public Labels.
Label Grouping / Nesting and Report Center views

When using Report Center, you can view your reports with two views; Reports and Labels.
● The Reports tab allows you to view reports in a list format.
● The Labels tab allows you to view labels in a list format where the reports are grouped
under labels. The reports that are not associated with any labels are grouped under
Unlabeled.
Reports (formally flat) displays labels under the report name.

You can select the view in Report Center. In Report view, the labels appear underneath the
corresponding report titles in the flat report list. Clicking on a label will filter for that label.

Label view (formally grouped) shows public and private labels that can be expanded /
collapsed
When you enable Labels view, Report Center will display public labels and the reporting user’s
private labels. Labels that do not have any reports that the user has access to will not display.
Reports without labels will appear in Unlabeled Reports.
Managing Multiple Reports
You can select multiple reports at once in Report Center using the check boxes to the left of
the report name. Up to 50 report may be selected at a time.
To take action multiple reports within Report Center:
1. Select Reporting from the main navigation menu.
2. Check the box beside the reports.
3. Select any additional reports to apply the action.
4. Click the appropriate action button on the multiple report toolbar.
Note:
With the current release, the only actions are export, delete, and label. Other
actions are planned to be added to this functionality.
If you export multiple reports, they are contained within a single ZIP file. The single
ZIP file can then be imported into a separate instance.

How to Create a Report?
Create a new Canvas Report in Report Center

To create a new report in Report Center:
1. Navigate to the Report Center.
2. Click New.
3. Select the report template Canvas and click Select.
4. Provide a name for the report and click Create.
● You can include translated report names with Add Localization.
5. The Page Designer will load to create a new page.
6. You can return to Report Center by selecting Report Center from the breadcrumb menu
(Home / Report Center / Report name) in the top left corner.
Note:
For more information on working with Report Center Reports, please see course
HR882- SAP SuccessFactors People Analytics: Reporting and Administration.
Managing Pages with Page Designer

When you create a new canvas report with Report Center, a report with a single blank page is
generated. The content of canvas report pages built using Page Designer. Page Designer
builds pages based upon components. Details on adding components is in the next section.
Page Designer also allows managing the pages within a report, which includes:
● Adding Pages (New or Existing in another report)
● Renaming Pages
● Reordering Pages
● Deleting Pages (Current report or orphaned pages)
To add a new page in Page Designer:
1. In Report Center, Edit the report to create a new page.
2. Using the Page menu, select New Page or Add Existing Page.
● If you choose New Page, a new blank page with an auto-generated name is added to the
report.
● If you add an existing page, you must select the page from another report or an
orphaned page (not assigned to any report).
Note:
You can delete existing orphaned pages when selecting Add Existing Page.
3. The new page will load in Page Designer.
To change the name of pages in Page Designer:
1. In Page Designer, click the pencil icon.
2. Type in the name of the new page.
3. Click OK.
To change the order of pages in Page Designer:
1. In Page Designer, reorder icon.

2. Use the up and down arrows to update the page order.
3. Click OK.
Deleting an Existing Page
To delete a page in Page Designer:
1. Using the Page menu, select Delete.
2. Confirm the deletion by clicking OK.
Editing Report Pages with Page Designer

Page Properties
When creating or editing a page, the page properties panel becomes available. You can use
the panel to access several options:
Edit page properties allows you to:
● Name the page
● Set page orientation
● Configure page margins
● Configure a page (canvas) size
Edit designer properties allows you to:

● Configure a background grid to assist with the layout of components

● Manage overlapping components
Validate Page checks the pages for errors

Grid Options allows you to configure quickly some of the same grid options that were available
in Edit designer properties.
Canvas Report Components
Pages are designed using components. There are a number of different components, each
with its own purpose that can be used in canvas report pages.
Note:
This document does not go into the depth of detail required for the full use of each
of these components. Some additional detail on several components is available in
the appendix.

Adding a Chart Component
Use the fly out menu or right click on the blank page to select a chart type.
To add a WFA query from Query Workspace or Investigate, use Chart view based on published
data.
To add a chart that includes benchmarking data, use Chart view showing benchmark lines.
Adding a Gauge Component
Use the fly out menu or right click on the blank page to select a gauge type.

Adding a Table Component
Use the fly out or right click on the blank page to select a table type.
To add a WFA query from Query Workspace or Investigate, use Table view based on published
data.
To add a single table utilizing multiple queries for comparison, use Composite table view
based on published data.
Adding a Text Component
Use the fly out menu or right click on the blank page to select the following text types:
● Simple Text: Link to reports and measures
● Rich Text: Multi-line text

● Explain Text: Insert standard measure formulas and descriptions

● Workforce Planning Explain Text: Insert standard WFP explanations
Add an Image Component
Use the fly out menu or right click on the blank page to add an image:
● Company Logo: Add the preconfigured company logo used in the WFA portal.
● Upload Image: Select a saved image to upload to the report.
Note:
You cannot resize an image (logo or uploaded image) in page designer. The image
size must be correct before adding to the canvas.

Add a Miscellaneous Item
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
Note:
Transition Diagrams are only available on portals that have implemented the
Talent Flow Analytics Module.

Adding a Chart 2.0 Component
Add a chart based upon a query or pivot from a variety of data sources.
Editing Components
When you select an existing component on the page, you can use the quick options panel to
set the most commonly used component settings. You can right click on the component to
access the ‘full editor’ that often has more settings than are available in the quick options
panel. Each component will have different configurable settings.
Sharing and Distributing Reports

Sharing Reports
Users can share reports with Users, RBP Roles, Group and Dynamic Groups from the Report
Center.

Sharing Reports with Users
“Share” action will be active, if you have access to edit the report. Find and select individual
users to share your report with.
Sharing Reports with Groups
"Share” action will be active, if you have access to edit the report. Find and select RBP Groups
or Dynamic Groups to share your report with.

Note:
You need Share Reports to Groups and Roles permission to share your report with
groups.
Sharing Reports with Roles
“Share” action will be active, if you have access to edit the report. Find and select RBP Roles
to share your report with.
Note:
You need Share Reports to Groups and Roles permission to share your report with
groups.
Reports Scheduling with Report Center

Schedule data intensive reports offline to download later or to be sent to SFTP (Secure File
Transfer Protocol) sites so that you can run them on a regular cadence or to offload
processing for reports with large data volumes. The user must have permission to schedule
reports.
Note:
Only users with Schedule Reports to SFTP Destination permission can schedule
reports to be sent to SFTP.

To schedule a report,
1. Go to New Schedule from Action menu.
2. Fill the required details on Job Definition tab.
● Enter the Job Name.
● Select the Report Format.
● Enter the e-mail addresses you want to send notifications. These e-mail addresses do
not receive the resulting scheduled report. You can choose to send notifications on Job
Start or Job Completion.
3. On Filter tab, set the filters for the report.
4. On Destination tab, select either Offline to download the report later from the View
Schedules section or schedule a report to be sent to Secure File Transfer Protocol (SFTP).

Destination SFTP, configuring SFTP on a Schedule

After selecting Secure File Transfer Protocol (SFTP) as the destination.
1. Enter the Host Address, SFTP Login, and SFTP password.
2. Enter the File Path where the import or export file is located.
3. Enter the File Name with extension, for example, New_Report.xlsx, and select the Date
Format for Ad Hoc reports.
Note:
For canvas reports, enter the Folder Name. Date Format is not available.
For configuring the Job Occurrence
On Job Occurrence tab, select how often the report should run and the first scheduled
occurrence of the report.
The job runs at the specified time for each occurrence.

View Schedules
Access Schedules
On View Schedules page, see the schedules you have set up and the jobs that are running.
You can perform the following actions from Action menu.
● Run the schedule.
● Delete the schedule.
● Cancel the job to make it inactive.
● View jobs for an individual schedule.
● Edit the schedule.
View Schedules has several views available to the user:

● My Schedules: Lists all the schedules set up by you.
● My Jobs: Lists all the job based on the job occurrence set by you when creating a schedule.
From Action menu, you can see the Job Details or download the report.
● All Schedules: Lists all schedules in your instance. Only available if you have the
permission “View all Schedules”.

Scheduling Reports with Report Distributor
Report distributor is a legacy tool to help automate report distribution. With the release of
Report Center, access to report distributor has been provided while functionality is migrated
to report center scheduling.
With the report distributor reports can be delivered by SFTP, run offline or sent by email. The
report distributor can output data to PDF, Word, Excel, or PowerPoint formats. Tables and
reports are collected into bundles, and then the bundles can be scheduled to run at a set time,
or be run manually.
The report distributor provides many benefits, including:
● Simplify integrations using SFTP
● Burst Reports to Managers inboxes as file attachments
● Users are able to continue using the application while a report is running offline by
scheduling the report offline
Note:
The most common use of the Report Distributor is to email reports to recipients
since that functionality is not yet available in Report Center’s Scheduler.
Navigating to Report Distributor
To launch Report Distributor from Report Center:
1. Log in to Success Factors.
2. Navigate to Home → Reporting → Report Center.

3. Select View Schedules.
4. Select Switch to the legacy Report Distributor Tool.
5. The Report Distributor screen opens.
Menu Tile
The menu tile provides management function for the report distributor. The file menu allows
you to copy, edit, or delete the selected bundle. Additionally if the bundle’s destination is E-
mail, you can adjust the content of the subject and body of the email.
Additionally you can create a new bundle from scratch suing the new bundle button. Run
report distributor allows you to manually run a bundle immediately. The Job status allows you
to check the status and history of any bundles that have been run, as well as access the
results of bundles that you ran offline. Finally the Export to PDF allows you to preview the
output of the bundle in PDF format.
Bundle
As an administrator, you will create a new bundle when you wish to distribute one or more
reports to users on a regular basis. When you create a new bundle, you must specify several
criteria:
● Bundle name
● Page size
● Export format
● Report/tables to include in the bundle
● Destination (E-mail, SFTP, run offline)
● Users to receive the report (if destination is e-mail)
● Schedule to run the bundle (Optional)
Additionally tables can be added to a bundle directly when viewing a report using the add to
bundle button. Once the bundle is created, it can be run manually or scheduled to run.

Creating a Bundle for Email Distribution
To create and schedule a bundle be sent via email:
1. Go to the Menu box and click New Bundle.
2. Create a Bundle Name and click OK.
3. Select the bundle name.
4. From the Items tab, click Add Item. Then click Add Report or Excel Table.
5. Once the report or table is added you will see it listed in the Items tab.
6. To email the data from the selected report bundle from the Destination tab, select the E-
mail radio button, and click Edit Recipients to set up specific users to receive the report
bundle.
7. Click Add Recipients.
8. Select the users and click Add. All email addresses added must be associated with a user
in the system. You CANNOT add freeform email addresses. Click close when finished. To
have the report sent at a specific time, click Schedule → Add.
9. Enter the required information in the Scheduler box and click OK.
Note:
You can only select report recipients that have a valid WFA user account.

Note:
If the total attachment size on a Report Distributor email exceeds 13MB, the
attachments are zipped. If the zipped size still exceeds 13MB, attachments are
discarded and a message is included in the email to notify the recipient.
Customizing Report Distributor Emails

You can personalize the address, subject, and body of the three types of emails that Report
Distributor sends:
● Default: A standard email sent to a recipient with the report.
● Override for: A customized email for a specific bundle sent to a recipient.
● On Delivery: An email sent to the sender after the report distribution process is complete.
Note:
Emails sent using Report Distributor arrive with a SuccessFactors domain name.
While it is not possible to edit the "@successfactors.com" in the email address,
some customers choose to edit the prefix with their own company name:
CompanyName@successfactors.com.

Unit 3
Exercise 3
Create a Report with Report Center
In this exercise, you will create a report in Report Center that displays a logo, report date, and
2 queries saved in query workspace.
Simulation
Customizing Reports on Workforce Analytics in your online course.
1. Click New.
2. Click
3. Click Select.
4. The field is filled out.
5. Click Create.
6. Right-clicking on with the mouse opens a shortcut menu.
7. Click Add Images.
8. Click Your Company logo.
10. Click Add Text.
11. Click A simple one-line text item.
12. Click
14. Click Add [%ORG_TODAY_DATE%].
15. Click OK.
17. Click Add Tables.
18. Click Table view based on published data.
19. Click Edit Query.

20. Click Termination Rate Formula Components.
21. Click Select.
23. Click Chart view based on published data.
25. Click Termination Rate Chart by Location.
26. Click Select.
27. Click Report Center.

Unit 3
Solution 3
Create a Report with Report Center
In this exercise, you will create a report in Report Center that displays a logo, report date, and
2 queries saved in query workspace.
Simulation
Customizing Reports on Workforce Analytics in your online course.
1. Click New.
2. Click
3. Click Select.
5. Click Create.
7. Click Add Images.
8. Click Your Company logo.
10. Click Add Text.
11. Click A simple one-line text item.
12. Click
14. Click Add [%ORG_TODAY_DATE%].
15. Click OK.
17. Click Add Tables.
18. Click Table view based on published data.

20. Click Termination Rate Formula Components.
21. Click Select.
23. Click Chart view based on published data.
25. Click Termination Rate Chart by Location.
26. Click Select.
27. Click Report Center.

LESSON SUMMARY

Unit 3
Lesson 4
Investigating Workforce Analytics
LESSON OBJECTIVES
Overview of Investigate
SAP SuccessFactors delivers on the capability to accelerate the process that HR Analysts go
through to analyze issues by surfacing relevant metrics and analysis dimensions and
recommending compelling visualizations to clearly communicate the findings.
Investigate is a query and presentation tool available to analyze WFA data. It combines a clean
and modern look with improved usability based on SAP Fiori design principles and our
comprehensive analytical library to make interactive analytics simple and readily accessible.
Investigate has the following features:
● SAP Fiori design: Investigate combines a clean and modern look with improved usability
based on the SAP Fiori design principles to make interactive analytics readily accessible.
● Recommended Metrics/Dimensions: Investigate accelerates the process that HR Analysts
go through to analyze issues by surfacing recommended metrics and analysis dimensions.

Lesson: Investigating Workforce Analytics
● Recommended Chart Components: Investigate surfaces appropriate visualizations based

on data selection or data queries. Full charting options are also available from the quick
access toolbar.
● Metric or Dimension Search Capability: Investigate allows users to easily search and select
metrics and dimensions from the comprehensive metric library.
● Daily and Weekly Time Dimensions: Customers who have Workforce Analytics on SAP
HANA can see the Daily and Weekly Time Models. This allows them to query measures by
Days and Weeks, on top of the Months, Quarters, and Years that have historically been
available.
● Explain and Help Tour Mode: Upon launch, Investigate provides an overview of key
interface elements in context of viewing screen components. Metric explain text is still
available with a new option to review the metric description prior to selecting or adding the
metric to the canvas.
● Custom Measures and Dimensions: Users can create, edit, save, and delete their own
custom metrics for use within Investigate. Custom Dimensions can be especially useful
where there is a requirement to view and/or aggregate parts of analysis dimensions on an
ongoing basis.
● Share and Organize Investigations: The Share function provides the ability to share
investigations with other analysts. Sharing respects permissions applied to users. The
ability to create folders and move investigations aids in managing and organizing your
investigations.
● Rearrange Metrics and Dimensions in Real Time: Users can rearrange metrics or
dimensions on the investigate canvas by dragging and dropping the metric or dimension
token and the visualization adjusts in real time.
● Chart Styling: Control the display of Axis Titles, Axis Labels, Data Labels, Axis Always
Starts at Zero, and color themes.
● Internationalization: Specific languages and cultures can easily be adapted.
Note:
For more information on using Investigate, please see the Workforce Analytics
Investigate Guides in the SAP Help Portal.
Enabling Investigate using Upgrade Center
Note:
All roles that have been granted Query Workspace permission will be inherited by
Investigate.

Perform the following steps to enable Investigate using Upgrade Center.
1. Go to Admin Center → Upgrade Center.
2. Under Optional Upgrades, select Investigate.
3. Click Upgrade Now.
4. Select Yes to the confirmation message.
5. Click OK to close the update message.
After you enable investigate, the Investigate icon appears in the Tools panel in place of Query
Workspace.

Accessing Query Workspace after Investigate has been enabled
After you have enabled Investigate, it becomes the default framework for querying and
investigating data. However, you can switch back to the classic view of Query Workspace at
any stage by clicking Switch to Classic View on top of the page.
From Query Workspace you can switch back to Investigate by selecting Investigate from tools
panel on the left.
Note:
Investigate queries are not available in Query Workspace (QWS). However you can
open QWS query in Investigate. Custom Calculations and Custom Members and
Sets created in Query Workspace will be available in Investigate.
Investigate Home Page
For instructions to navigating to Investigate, please refer to the previous lesson on basic
navigation. Once you launch the investigate tool, you will be provided the Investigate Home
Page.
You can change your display preference to large icons by clicking the grid icon.

Share and Manage Investigations

When an investigation is saved, it is only accessible and visible to the user who created the
investigation (author). The share function provides the ability to share an Investigation with
other permissioned users.
Home Page toolbar:
1. Click Rename to rename an investigation. The investigate checkbox must be enabled for
the rename option to be enabled.
2. Click Move to move an investigation or folder to a different directory in Investigate. One or

more items can be moved at a time.
3. Click Share to share an investigation and type the names or email addresses of the
recipients to share the investigation with. Once an investigation has been shared, the
Shared icon is displayed and hovering on the icon displays the recipients.
4. Click Delete to delete an investigation or folder. Deleting a folder will delete the folder and
their contents.
5. Click New to start a new investigation. To open previously saved investigations, click on
the Investigation title in list view or on the Investigation tile in grid view. To open a query
created in Query Workspace, select New → Open Query from Query Workspace.
6. Click Add New Folder to create a new folder. Folder structures help manage and organize
your investigations.
Sharing an Investigation.
Display of Investigations Already Shared.

New Investigations
Opening a Query Originally Developed in Query Workspace
Investigate supports the ability to open a query that was originally developed in Query
Workspace. This functionality supports backward compatibility allowing users to reuse
queries so they can resume and refine their analysis in Investigate.
To create a new investigation from a saved query in query workspace:
1. From Investigate, click New.
2. Select Open Query from Query Workspace.
3. Select the Query Workspace Query from the Query List.
4. Click Open.
The query opens in Investigate. You can either resume or refine your analysis in
Investigate.

5. Click Save to include the query as an Investigation. Click Cancel to close the query without
saving.
Starting a New Investigation
To create a new empty investigation:
1. From Investigate, click New.
2. Select Start New Investigation.
3. A new empty investigation window opens.
4. Conduct your analysis as described in future sections.
5. Click Save to include the query as an Investigation. Click Cancel to close the query without
saving.

Selecting or Searching for Metrics and Dimensions
You can select metrics from Recommended for Analysis or from the Metrics Category from
the right hand panel, under the Data tab. You can also use the new search capability to easily
filter and find metrics or dimensions from the comprehensive analytic suite.
The Search capability removes the need to know and navigate the old navigation hierarchy
tree. From the right hand panel the user can also select dimensions, custom dimensions and
time models.
To add metrics to investigations:

Click a Metric to analyze.
Investigate will display a trend analysis chart with future projection and the data table.

Note:
The dotted line represents the future projection. This forecasting function is a new
feature which returns a predicted value in the chart and data table using a best fit
linear regression.
Quick Ribbon Options
1. Click Filter icon from the quick ribbon to open the filter panel. Click Manage Filters to
display and select dimensions to add them to the panel. The user can then apply the
required filters by selecting the nodes from drop down menu.
Note:
This feature enhances the filter panel to allow multiple selections per
dimension.
2. Select or Deselect Chart or Table from the quick ribbon to enable or disable the view as
required.
3. Click the Chart Library icon to display and select chart visualizations available to best fit
your data. Charts are grouped in Recommended and Other categories. See
Recommended Views.
4. Click Swap Axis from the quick ribbon to sway the values on X and Y axis (column and
row).
5. Click Chart Styling icon to turn on or off Axis Titles, Axis Labels, Data Labels or the option
to Always Start at Zero (0), or to change Color Themes.
The icon has options to control the display of the following:
● Axis Titles (default: OFF)
● Axis Labels (default: ON)
● Data Labels (default: OFF)
● Axis Always Starts at Zero (default: OFF)
● Color themes (Default, High Contrast Black and High Contrast White)
6. Click Add to Collections to save your insight to Collections.
Note:
Collections is an easy way to collect, export or send a quick email to initiate a
conversation about a result. See Metric Explanation, Collections and Saving
Investigations.

Examples:
Manage Filters
Chart Library
Chart Styling

Comparison Options
You can enable or disable comparison options from the right hand panel under the Analyze
tab.
Forecast Function
The forecasting function returns a predicted value(s) in the chart and data table using a best
fit linear regression.
By default the forecast switch is OFF.
Note:
Time period can be forecast up to +5.

Note:
Calculation is based on the Forecast function in https://support.office.com/en-
us/article/FORECAST-function-50ca49c9-7b40-4892-94e4-7ad38bbeda99.
Trendline
A linear trendline can be overlaid in the chart to quickly visualize the trend of the data values.
By default the trendline switch is Off. To enable the trendline toggle the switch On.
Annualized
Metrics can be viewed by actual or annualized values.
By default Annualized is switch Off, meaning that the actual value for the period is returned.
To view the Annualized value toggle the switch On.
Recommended Views
From the right hand panel, under the Analyze tab, recommended views are suggested to
visualize data in different ways. Views are suggested based on the underlying data query.
Tokens, Charts and Table Data

To manage tokens:
1. Drag and drop the Token to swap the axis position. For example, from X (Column) axis to Y
(Row) axis / from column to row. This updates the visualization and data table.
2. Toggle to display parent or child data. Click the down arrow to display the selected
dimension only (parent value). Click the left arrow to display the nodes directly under the
selected dimension (children or distance to 1). This is the default behavior when selecting
a dimension.
3. Click the X to remove the Token (metric or dimension) from the query.
Examples:
Drag and Drop Token X Axis Example
Drag and Drop Token Y Axis Example

Display child nodes (default)

Display Only Parent Node
Display Child Nodes

Drilldown Capabilities
Drilldown capabilities add interactive drilling through visualizations by clicking the chart
component or the data table (column or row header) in Investigate.
1. Click the Chart Column Bar or the Table Row Header (for example, South) to quickly
drilldown to the next level. Displays the next level in the hierarchy (for example: Alabama,
Delaware, Georgia, North Carolina etc.)
2. Click Back to drill up the hierarchy.

Drill to Employee Level Detail
1. Click a value in the data table to drill down to employee-level details to quickly identify and
review the transactional details.
Note:
Not all metrics have drill to detail enabled.
Custom Metrics and Custom Dimensions

Creating Custom Metrics and Custom Dimensions
You can create custom metrics or custom dimension in Investigate.

To create a custom metric or dimension:

Click the + icon from Custom Metrics or Custom Dimension category from the right hand
panel under the Data tab.
Custom Metrics
Users can create and save their own custom metrics for use within Investigate.
The user interface is clean and simple to use either by clicking measure and formula
operators in the dialog wizard or by using keyboard commands.
To create a custom Metric:
1. In the Investigate tool, open an existing query, or create a new one.
2. On the right pane, under the Data tab, choose + (add) icon next to Custom Measures.
3. Choose the function you want to use to calculate the custom metric.
4. Define the calculation for the custom metric, and choose Next.
5. Enter the Name and set the visibility of the metric to private or public.
6. Select a unit for the custom metric and set the number of decimal places that the value of
your custom metric displays.
7. Select the relevant Measure Category and the Measure Sub Category to correctly align the
custom metric within the Metrics hierarchy.
8. Choose Create.

Custom Dimensions
Users can create and save their own custom dimensions in Investigate.
Custom dimensions can be used to analyze data that predefined dimensions don't
automatically track or can be especially useful where there is a requirement to view and/or
aggregate parts of analysis dimensions on an ongoing basis.
Functional Permission to Moderate Custom Metrics and Dimensions

Users with Custom Metric and Dimension Admin functional permission can view, edit, and
delete all public and private custom metrics and custom dimensions. This saves custom
metrics and dimensions from becoming orphaned when a person leaves the organization.
Users granted this permission can:
● View all public and private custom metrics and custom dimensions.
● Make any private custom metric or custom dimension public.
● Edit any custom metric or custom dimension.
● Delete any custom metric or custom dimension.

Note:
Private custom metrics and private custom dimensions are hidden by default. To
display these in the category list, you can toggle the Show private custom metrics
or Show private custom dimensions switch to ON.
To assign the permission:
1. If permissions are maintained using SAP SuccessFactors HCM Role Based Permission
(RBP), you can grant the Custom Metric and Dimension Adminpermission from Admin
Center → Manage Permission Roles → [Role] → Permission → Analytics
permissions → Custom Metric and Dimension Admin.

2. If permissions are maintained within Workforce Analytics, you can grant the Custom
Metric and Dimension Adminpermission from Admin → Roles Maintenance → [Role]
→ Permissions – add Custom Metric and Dimension Admin to Action Restrictions group.
Investigate Toolbar
Metric Explanation, Collections and Saving Investigations
1. Click Switch to Classic View to go to Query Workspace. Query tables or visualizations

created in Investigate you won’t be able to be retrieved in Query Workspace. However,
Custom Calculations and Custom Members and Sets created in Query Workspace will be
available in Investigate.
2. Click ? icon get an explanation of the metrics being analyzed.
3. Click Collections to see previously collected insights and research. Collections are a new
and engaging way to export and share key research and insights. Collected insights can be
exported (PDF, PPT, Word, Excel) or emailed to initiate a conversation or quickly share
results.
4. Click Save and type a name for your investigation (if you do not want to use the default
name) or click Save As if you have previously saved the investigation and want to keep
multiple versions. Click Cancel to exit the current investigation and return to the
Investigate home page. You will be prompted to save your work with a different name (for
example: ‘copy’).
Examples

Internationalization in Investigate
Investigate supports Internationalization so that specific languages and cultures can easily be
adapted. If you select a language that reads from right to left, such as Arabic, a mirrored
version of the application is displayed.

To change the preferred language:
1. On Investigate page, go to Options → Change Language.
2. Select the language you want to switch to.


Unit 3
Exercise 4
Create an Investigation
In this exercise, you will create a custom query with Investigate. You will view the Termination
Rate for employees with less than 1 year organizational tenure for all locations.
Simulation
Investigating Workforce Analytics in your online course.
1. Click New.
2. Click Start New Investigation.
3. Click Termination Rate in Data tab.
4. Click in the area below the scroll bar to scroll down in Data tab.
5. Click Location.
6. Click Save.
7. Enter Termination Rate by Location in the Save: box.
8. Click Save.
9. Click Line .
10. Click .
11. Click Labels .
12. In Axis, Titles and Labels tab, switch ON Axis Titles.
13. Click OK.
Note:
You can change from displaying the child nodes of a dimension to the parent
node by clicking the upside down caret (^).
14. Click image beside All locations in Y(Row).
15. Click Analyze tab.
16. Click +3 in How many time periods from now?

17. Switch On Trendline in Analyze tab.
18. Click Filter.
19. Click Manage Filters.
20. Click Organization Tenure.
21. Select Choose Value dropdown.
22. Click .
23. Click Filter .
24. Click Save.
25. Click Line .

Unit 3
Solution 4
Create an Investigation
In this exercise, you will create a custom query with Investigate. You will view the Termination
Rate for employees with less than 1 year organizational tenure for all locations.
Simulation
Investigating Workforce Analytics in your online course.
1. Click New.
2. Click Start New Investigation.
3. Click Termination Rate in Data tab.
4. Click in the area below the scroll bar to scroll down in Data tab.
5. Click Location.
6. Click Save.
7. Enter Termination Rate by Location in the Save: box.
8. Click Save.
9. Click Line .
10. Click .
11. Click Labels .
12. In Axis, Titles and Labels tab, switch ON Axis Titles.
13. Click OK.
Note:
You can change from displaying the child nodes of a dimension to the parent
node by clicking the upside down caret (^).
14. Click image beside All locations in Y(Row).
15. Click Analyze tab.
16. Click +3 in How many time periods from now?

17. Switch On Trendline in Analyze tab.
18. Click Filter.
19. Click Manage Filters.
20. Click Organization Tenure.
21. Select Choose Value dropdown.
22. Click .
23. Click Filter .
24. Click Save.
25. Click Line .

LESSON SUMMARY


Unit 3
Learning Assessment

X True
X False


UNIT 4 Administering Workforce
Analytics
Lesson 1
Assigning WFAP Roles and RBP Roles 163
Exercise 5: Create a New Role 175
Lesson 2
Assigning WFA Permissions 189
Exercise 6: Manage Access to User Tools 191
Exercise 7: Manage Access to Administrative Tools 199
Exercise 8: Configure Tree Security 215
Lesson 3
Maintaining WFA User 223
Lesson 4
Administering WFA on HANA 237
Lesson 5
Gaining Insights 251
Exercise 9: Enable Insights 255
Lesson 6
Transferring Reports 261
UNIT OBJECTIVES
● Illustrate the management of WFA permissions with SF RBP roles

● Manage and maintain roles
● Review how to set permissions
● Detail Functional Permissions and Action Restrictions
● Gain understanding of tree security
● Explain WFA users

Unit 4: Administering Workforce Analytics
● Manage User Accounts

● Understand the Bulk Import Process
● Explain the Automated Management of WFA users
● Configure Drill to Detail
● Configure Dimension Mappings
● Configure Insights
● Describe the purpose of transferring reports
● Perform a report transfer

Unit 4
Lesson 1
Assigning WFAP Roles and RBP Roles
LESSON OBJECTIVES
Roles Maintenance
WFA Roles and Permissions
Note:
Workforce Analytics (WFA) and Strategic Workforce Planning (SWP or WFP) use
the same security model of users, roles, actions / permissions, and interaction /
integration with SF RBP Configuration. For simplicity, most terminology will simply
use the term WFA to represent items that WFA and SWP share in common.
Role based security allows administrative users to determine what data individual users can
access when they are logged into the website. WFA uses users and roles to accomplish this.
Using this model, roles ranging from the simple to the complex may be defined allowing a
substantially modified view of the website to be constructed to suit specific groups of users.
When granting access to site users, a company might want to restrict access to website
information for a number of reasons:
● A company will naturally not want all users to be able to view all of the information held on
the site. A specific group of users may need to be restricted to a defined portion of
corporate information whereas another group of users may be given much wider access.
● Selected groups of users may not need to have access to the full information the site can
provide to perform their job function. The additional information presented may only serve
to complicate and confuse the search for relevant information.
● An executive user group may wish only to view higher level summary information and may
not need to drill down to the lower levels of detailed data.
Caution:
Be careful not to confuse WFA role permissions and SF HXM role-based
permissions. They are separate permission sets.

Permissions with RBP Role or WFA Roles

Workforce Analytics (WFA) permissions, including measure, dimension, and tree security
permissions can be created and maintained with SAP SuccessFactors RBP Roles OR WFA
Roles.
The biggest difference in configuring RBP Roles versus WFA roles is: a User can be members
of multiple RBP roles, but only a single WFA Role. This has significant impact on planning role
assignments.
WFA Role Permission Model
When using WFA roles, a user is assigned to a single role, and the role must contain all the
permission the user requires. You must create a separate role for each collection of unique
permissions and individual my need.
RBP Role Permission Model
When using RBP roles, a user is can be assigned to multiple roles. The user receives all the
permissions from all the roles they are a member of. This can lead to designing RBP roles for
different permission groups, then assigning a single user to multiple RBP roles. See a later
section for more detail.

Lesson: Assigning WFAP Roles and RBP Roles
RBP Roles for WFA Permissions is Opt-In

Using RBP roles for permissions is opt-in and requires customers to perform pre-planning
steps before opting in. Using RBP roles provides a simplified administration experience for
role administrators that does not require them to visit multiple tools to manage permissions.
Most components of WFA roles fit into the SAP SuccessFactors RBP Role Framework;
however, some components behave differently. SAP SuccessFactors recommends that
current customers carefully consider all variances and implications before implementation,
which is why we have designed the new functionality in a way that allows customers to test
various configurations comprehensively before adopting them in productive environments.
New WFA instances do not require the same planning for migration of existing permissions.
Note:
A full explanation of SAP SuccessFactors role-based permissions (RBP) is outside
the scope of this document. For more information please see the Role-Based
Permissions Administration Guide available on https://help.sap.com.
Note:
A check exists in the Check Tool to check if SF RBP integration is enabled. For
more information on the Check Tool, please review HR800- SAP SuccessFactors
Platform Administration.
Caution:
The usage and scope of the SF RBP role is not identical to the WFA role, so there
is no direct migration path for existing WFA instances utilizing WFA roles:
Measure and Dimension permissions along with Tree Security will have to be
reconfigured for the RBP roles.
What Access Can Permissions Restrict?

The WFA permissions can be used to customize virtually all aspects of a user’s website
experience. This includes what options appear on the Admin and Tools menus, access to
tools, which reports users have access to, which measures they can see, which analysis
options they can use and which data they are permitted to access. The WFP permissions can
additionally be used to customize management of forecasts and access to financial
projections.
RBP Role Planning

Due to the nature of the RBP role, users can be granted multiple SF RBP roles and WFA will
work with the union or super-set of all the user’s permissions across these roles. Therefore,
the most effective way to assign these permissions using one or more roles needs to be
planned. One method may be that the most commonly assigned permissions can be grouped
onto one role granted to most users. Then multiple specific use roles can be created for each
of the required tree security profiles and these granted to permission groups as appropriate.

Example 1:
The most efficient way to grant User Australian Sales Manager, the appropriate Permissions
and Tree Security may be to grant her 3 specific-purpose roles. These permissions can be
“chunked” and setup over multiple roles to be granted to users or Permission Groups as
appropriate
Example 2:
The most efficient way to grant User HR Analyst, the appropriate Permissions and Tree
Security may be to grant her 3 specific-purpose roles.
WFA Permissions with SAP SuccessFactors RBP

The high level configuration steps for configuring WFA permissions with SAP SuccessFactors
role-based permissions:
1. For the appropriate role(s) enable and set the Functional and Option permissions
2. For the appropriate role(s) enable and set the Analysis Dimension and Measure security
3. For the appropriate role(s) enable and set the Structural Dimension (tree) security
4. Enable the enforcement of WFA permissions with SF RBP

Configuring Functional and Optional Permissions with RBP Roles
To configure the functional and option permissions:
1. In Admin Center navigate to Manage Permission Roles.
2. Create a new role, or select the appropriate existing role.
3. Configure the permissions:
● Select the Permissions… button.
● Select the Permission Group – Analytics Permissions.
● Enable the permission checkboxes.
● Select the appropriate entries for each permission group.
● Click Done.
4. If necessary, adjust the "Grant this role to entries" to include the appropriate target group.
5. Click Save Changes.
Note:
Additional details on functional permissions can also be found in the Functional
Permissions / Action Restrictions section.
Functional Per- Action (WFA) Description Available on Option

mission (RBP) menu/page
User Mainte- Edit Users Administer user Administration User Mainte-
nance accounts nance
Role Mainte- Edit User Roles Administer user Administration Role Mainte-
nance roles nance


Edit Footnotes Edit Footnotes Edit page based Measure Pages Footnotes
measure notes
N/A Menu Building Manage menu
layouts and add
new pages to Re-
port menus. (Ob-
solete)
N/A View All Menus Access all availa-
ble site menus
(Obsolete)
Site Statistics Site Statistics View details of Administration Site Statistics
which users are
logging into the
site and which
pages they visit
Target Settings Target Mainte- Set measure tar- Administration Target Settings
nance gets
Measure Over- Edit Measure Define measure Administration Measure Over-
rides Overrides name and di- rides
mension (struc-
ture and analy-
sis) overrides.
Document Man- Document Up- Manage docu- Administration Organize Docu-
agement load ment folders and ments
upload docu-
Upload New
ments to the Re-
Documents
sources Page
Query Work- Query Work- User has access Tools Query Work-
space space to the Query space
Workspace and
Investigate tools.
Detailed Report- Detailed Report- Access the De- Canvas Report Detailed Report-
ing ing tailed Reporting ing
and Advanced
Advanced Re-
Reporting Tools
porting
Drill to Detail Drill to Detail User has access Query Work- Drill to detail in
to Drill to detail. space tables
Users can see in-
dividual employ-
ee info.
Workforce Plan- Workforce Plan- Access to the Main Navigation Workforce Plan-
ning ning Workforce Plan- ning
ning tool.


Workforce Plan- Workforce Plan- Administrator Main Navigation Workforce Plan-
ning Admin ning Admin access to the ning
Workforce Plan-
ning tool.
Workforce Plan- Workforce Plan- Access to the Main Navigation Workforce Plan-
ning Financials ning Financials What If financial ning
modeling tool.
Analytics Work- Analytics Work- Access the Ana- Tools Analytics Work-
space space lytics Workspace space
Tool
Report Distribu- Report Distribu- Create report Report Center Report Distribu-
tor tor bundles for email tor
distribution
Canvas Designer Report Design- Design Canvas Report Center New
ing reports
Canvas Designer Report Design- Design Canvas Report Center Manage All Re-
Admin ing Admin reports and ad- ports
minister report
ownership
Headlines Headlines (Obsolete) Ac-
cess headlines
Headlines Admin Headlines Admin (Obsolete) De-
sign headlines
and subscribe
other users to
headlines
Headlines Man- Headlines Man- (Obsolete) Man-
agement agement age own head-
line subscrip-
tions
SFTP Configura- SFTP Configura- Configure SFTP Administration SFTP Configura-
tion tion Settings tion
Report Transfer Report Transfer Upload / down- Administration Report Transfer
load report into
an instance
Question Mainte- Question Mainte- (Obsolete) Man-
nance nance age questions
menu
Custom Metric Custom Metric view, edit and Investigate Show Private
and Dimension and Dimension delete all public custom metrics
Admin Admin and private cus-
tom metrics and
custom dimen-
sions


WFA on HANA WFA on HANA Access to the Administration HANA Drill To
Admin Admin Drill To Detail Detail Admin
Admin screen
WFA on HANA Data Explorer (Obsolete) Ac-
Data Explorer cess to Data Ex-
plorer Function-
ality in Detailed
Reporting
WFA on HANA WFA on HANA Access to the Administration WFA
Data Factory Data Factory WFA on HANA
Data Factory
Note: This con-
figuration should
only be modified
by Certified SAP
SuccessFactors
Staff and Part-
ners
Changing the "Options" permissions will limit what features of the website users in this role
can access.
● Reporting allows access to Report Menu (obsolete).
● Metrics allows access to Metric Pages.
● Questions allows access to Question Pages (obsolete).
● Resources allows access to Help and Resources link.
Configuring Analysis Dimension and Measure Security

Dimensions grant the user the ability to view these dimensions as Analysis Options or Filters.
Turning dimension access off does not restrict access to the data, but rather restrict the
ability to analyze the data by these dimensions.
You can also limit the measures that individual users are allowed to see. Changing this setting
controls which measures appear in the Metrics menu for this role. Note that the measures
displayed here will vary from customer to customer.
To configure the dimension and measure security:
1. In Admin Center, navigate to Manage Permission Roles.
3. Configure the security.
● Enable the permission checkboxes.
● Select the appropriate entries for each permission group.
● Click Done.
4. If necessary, adjust the "Grant this role to entries" to include the appropriate target group.
Note:
The settings automatically remove the dimensions as columns from drill to detail
output when restricted for the role.
Enable the Enforcement of WFA Permissions with SF RBP
Once all permissions are configured, enable the enforcement using RBP:

Caution:
Do not enable these settings until all permissions have been configured.
Additional details on permissions is supplied in the following sections.
1. In Admin Center, navigate to Manage Workforce Analytics.
2. Enable the following:
● Functional and Option Permissions
● Measure and Dimension Permissions
3. Click Save.
Note:
With these switched ON, the permissions previously defined on the WFA Role will
be ignored for all WFA users. All permissions will be assigned via SF RBP roles.
Permission Changes made in RBP to be Available Immediately
When you enable RBP integration with WFA permissions, there can be a delay between a
change in RBP takes effect. Normally a user can expect to wait 30 minutes for the change in
permissions to take effect in the Workforce Analytics application. The use of the Refresh
Analytics Permissions tool will avoid this delay.
You can access to the too via the WFA Admin → Refresh Analytics Permissions.
The Refresh User button will refresh the Workforce Analytics permissions for the logged in
user only and log them out of the application.
The Refresh Org button will be available only to users who have been granted the Role
Maintenance functional permission and this will refresh the Workforce Analytics permissions
for all users in the organization (effectively a Purge Cache on the organization).

Note:
Excessive use of this tool should be avoided as it may affect the performance of
the Workforce Analytics application.


Unit 4
Exercise 5
Create a New Role
In this simulation, you will create RBP Group and Role for use in integrated RBP security. You
will include user Irvi Singh in the WFA Power Users group and role.
Simulation
Assigning WFAP Roles and RBP Roles in your online course.
1. Enter Manage Permission Group in the Search box.
2. Click Manage Permission Groups.
3. Click Create New.
4. Enter WFA Power Users in the Group Name: box.
5. Click Pick a category...
6. Click Username.
7. Enter isingh in the Select All box.
8. Click Search.
9. Select the isingh check box.
10. Click Done.
11. Click Done.
12. Enter Manage Permission Roles in the Search box.
13. Click Manage Permission Roles.
15. Enter WFA Power Users Role in the Role Name: box.
16. Click Permission.
17. Click Analytics permissions.
18. Select the Show Analytics check box.
19. Click Done.
20. Click Add.
21. Click Select.

22. Select the WFA Power Users check box.
23. Click Done.
24. Click Done.
Result
You have successfully created the WFA user role.

Unit 4
Solution 5
Create a New Role
In this simulation, you will create RBP Group and Role for use in integrated RBP security. You
will include user Irvi Singh in the WFA Power Users group and role.
Simulation
Assigning WFAP Roles and RBP Roles in your online course.
1. Enter Manage Permission Group in the Search box.
2. Click Manage Permission Groups.
4. Enter WFA Power Users in the Group Name: box.
5. Click Pick a category...
6. Click Username.
7. Enter isingh in the Select All box.
8. Click Search.
9. Select the isingh check box.
10. Click Done.
11. Click Done.
12. Enter Manage Permission Roles in the Search box.
15. Enter WFA Power Users Role in the Role Name: box.
18. Select the Show Analytics check box.
19. Click Done.
20. Click Add.
21. Click Select.

22. Select the WFA Power Users check box.
23. Click Done.
24. Click Done.
Result
You have successfully created the WFA user role.

WFA Roles
If you have not migrated or do not plan to migrate to using RBP Roles to manage WFA
permissions, then you will need to manage what users can access with WFA roles.
A user that is permitted to manage roles will see the Role Maintenance option on the
Administration menu. Selecting this option will display a list of established WFA roles for the
company. This page allows new roles to be created and role details to be changed. The
contents of this page are described below:
● Org Id: If a SAP SuccessFactors customer has multiple SAP SuccessFactors websites
representing separate companies, they must switch organization to control different
organization roles.
● Roles: Use this button to view a role already created.
● Tools: Use the Tools menu to add a new role or edit a selected role from the Roles button.
Items Not Transitioned to the RBP Role
With the migration from using WFA roles to RBP roles for assigning WFA permissions, most
items from the WFA role were transitioned to the RBP Role. Following is a list of items that are
not transitioned:

● Start Page: This will still work from the WFA Role: all SFSF Users are allocated to the
Default WFA Role. The start page can be assigned by the user.
● Measure Classifications: These have been made obsolete since they were not widely used
as a method of providing alternative Tree Security rules for defined groups of measures.
● Reporting Positions: Although these can be set per user in the Report Distributor, they are
no longer stored on a role.
● Menu Viewing and Restriction: These are handled by Report Sharing in Report Center.
There are more details on these settings in this section.
A New WFA Role

At some point you will need to establish a new collection of permissions for set of users. To do
so, you can create a new role.
You may add a new role by navigating to the Roles page and selecting Tools → Add New Role.
Enter a name for the role. This name should be unique and should adequately describe the
role of a group of users within the company. Role identifier lengths are restricted to 30
characters in length.
Once you select Accept, a new screen will appear with the following options:

● Role Summary: Number of users assigned to the role.

● Settings: Defines the Start Page and any menu restrictions.
● Permissions: Defines the tools and dimensions available to the user.
● Reporting Positions: Can be used to define nodes within structural dimensions, to be used
in Report Distributor.
● Measure Restrictions: Allows the ability to restrict access to measures from the measures
contents menu and all tools on site (e.g. Query Workspace).
● Tree Security: Define exactly which data a user in this role will have access to. Allows
multiple security pathways to be defined.
Note:
Tree security can be applied on a per-role basis, or in User Maintenance on a per-
user basis.
Hint:
If you have enabled SF HXM RBP integration, some of the sections may not be
available for edit.

Settings in WFA Roles
You may want to manage the first page a user sees when accessing WFA:
Starting Page:
Using this functionality you can choose the first page users in a role will see after they login.
This setting will apply even when assigning permissions with RBP roles.
● KPI: At login the standard Key Performance Indicator page will be shown.
● Report Book: At login the first page of the selected report will be shown.
● Analytical Headlines: (Obsolete)
● Current Survey: At login the default survey home page for the website will be shown. Note
this feature only applies the specific survey style websites.
● Workforce Planning Start Page: At login the default Workforce Planning home page for the
website will be shown. Note this feature only applies for website where Workforce Planning
is available.
Note:
Current Survey feature only applies the specific survey style websites. Workforce
Planning only applies for website where Workforce Planning is available.
Menus:
The use of reporting menus has been obsoleted with the release of Report Center. Therefore
this section does not provide any functionality.

Actions in WFA Roles
Actions in WFA roles are equivalent to Functional Permissions in RBP Roles. In the
Permissions section you have the following options:
● Show un-restricted permissions: Select this option to make all of the checked options
available for the selected role. Any options that are not checked are NOT available for this
role.
● Show restricted permissions: Select this option to make all of the checked options
unavailable for the selected role. Any options that are checked are excluded and NOT
available for this role.
In the Actions section you can enable / disable access to components:
Note:
Actions / Functional Permissions were described in more detail in the next
sections.

Options in WFA Roles
Changing the "Options" permissions will limit what features of the website users in this role
can access.
● Reports View is no longer used.
● Measures View allows access to Metric Pages.
● Questions View is no longer used.
● Dashboard View is no long used.
● Resources allows access to Help and Resources.
Dimensions in WFA Roles
Dimensions grant the user the ability to view these dimensions as Analysis Options or Filters.
Turning dimension access off does not restrict access to the data, but rather restrict the
ability to analyze the data by these dimensions.

Positions in WFA Roles
Reporting Positions are for the sole use of the Report Distributor tool. Defining Reporting
Positions here means that users will receive reports (defined by Report Distributor) at a level
set within this tool. Setting multiple positions will mean that the users will receive the same
reports, multiple times, i.e. at the different levels.
Enabling the Separate E-mail per Reporting Position option means that the users in this role
will receive a separate email with the Report Distributor bundle of reports at the different
reporting positions. If this option is not enabled, the multiple reports at different positions will
be held within the same email.
Select Add New to create a new Reporting Position. Then select the cube which holds the
desired structures. Typically this is WKF; if you are unsure please speak with Customer
Success. Once a cube is defined, the structural dimensions within that cube will appear for
your selection.
Finally, select the node you want to define for the Reporting Position.
Note:
This option can also be configured in the Report Distributor Tool. Most clients set
this on a per-user basis directly in Report Distributor.
Measure Restrictions in WFA Roles

You may want to limit the measures that individual users are allowed to see. Changing this
setting controls which measures appear in the Metrics menu for this WFA role. Note that the
measures displayed here will vary from customer to customer.

Select the measure category and on the right hand side of the screen the available measures/
inputs will be shown. Use the check boxes to set the permitted measure for the role.
Tree Security in WFA Roles
One or more structural dimensions are listed under the [UNCLASSIFIED] sub menu of a cube.
The available dimensions on the list will depend on the individual data provided by a customer
to construct the site. For each structural dimension, there are three Access options which are
defined as follows:
● All: If selected, users assigned to this role will have full access to the entire structural
dimension. For example, if the Structural dimension is Organizational Unit, users assigned
to the role will by default have unrestricted access to the entire Organizational Unit
structure starting at the highest point in the tree.

● Hidden: If selected for a particular structural dimension, users assigned to this role will not
be able view the respective structure.
● Restricted: Allows specific structural paths to be defined for the role in question. User’s
accessibility to the structural dimension will depend on the way these paths are
constructed.
Note:
Tree security will be described in more detail in the next sections.
Delete an Existing WFA Role

To delete an existing WFA role:
1. Click the Roles button and select the appropriate Role Id on the User Roles page.
2. Click the Delete Role button.
3. A confirmation dialog box will appear.
Note:
You cannot delete a role if it still has users attached.
Edit an Existing Role

To modify an existing WFA Role, click the Roles button and select the appropriate Role Id on
the User Roles page.
1. Select Edit in the appropriate section you wish to change.
2. Make any necessary changes to the role by checking or unchecking the appropriate boxes.
3. When done, click Save to save the changes; or click Cancel to discard any changes and
return to the Role Summary Screen.

LESSON SUMMARY

Unit 4
Lesson 2
Assigning WFA Permissions
LESSON OBJECTIVES
Functional Permissions / Action Restrictions

Why Functional Permissions?
Functional permission in RBP Roles are the same as Action Restrictions in WFA Roles.
Functional permissions are a common configuration that needs to be applied to roles.
Therefore, in this lesson we will look closer at the functional permissions that are available.
A consolidated table of functional permissions and their corresponding action restriction is
located in the previous section.
Certain permissions are similar to others in the actions and /or purpose. Therefore the
permissions can be discussed in categories of their purpose.
The categories are:
● Access to User Tools: limits the access to the tools outlined in the introduction unit that
are accessed via the tools tile or via reports.
● Access to Administrative tools: limits access to the tools accessed via the WFA admin
menu.
● Workforce planning: limits access to Workforce Planning Tools.
● Management of Reports: control administrative and sharing access to all reports.
Hint:
Workforce Planning permission appear in other sections or documents.

Access to User Tools
One of the fundamental permission management is to control which collection of users have
access to tools designed for users of the WFA system. For example, who can create reports
using report center, or who can schedule report deliveries with the Report Distributor.
Action restrictions provide the ability to limit or hide the tool from the user when accessing
the analytics tab or functionality embedded in canvas reports. Restricting the action simply
remove the tools availability.
The action restrictions in this category are:
● Query Workspace: Access to Query Workspace and Investigate
● Detailed Reporting: Access to Detailed Reporting and Advanced Reporting via Canvas
Report
● Analytics Workspace: Access to Analytics Workspace
● Report Distributor: Access to Report Distributor via Report Center
● Canvas Designer: Create Canvas Reports via Report Center
The steps to change the action restrictions for a role were covered in the previous lesson.
Note:
Detailed Reporting and Advanced Reporting tools works with non-WFA data and
are outside the scope of this document.

Unit 4
Exercise 6
Manage Access to User Tools
In this simulation, you will configure actions (functional permissions) for a role using
integrated RBP security. As an example, you will modify a WFA power user role already
created to configure an example of user tools access.
You are proxied as Irvi Singh, a member of the WFA Power User role.
Simulation
Assigning WFA Permissions in your online course.
1. Click Home.
2. Click Workforce Analytics.

Metrics are unavailable. No user tools.
4. Click Reporting.
The user cannot import or create reports in Report Center.
5. Click .
6. Click .
7. Click .
8. Click Admin Centre.
9. Enter permission roles in the Search box.
11. Click .
14. Select the Functional Permissions check box.
15. Select Others .
16. Click Query Workforce.

Press Ctrl key while performing the action.
17. Click .
18. Click in the area below the scroll bar to scroll down.
19. Select Others .
20. Click Metrics.
21. Click Done.
23. Click .
24. Click .
25. Enter irvi in the Please enter target user name: box.
26. Click .
The metrics views and the Investigate tool are now available.
27. Click OK.
28. Click Home.

31. Click Reporting.
Result
The user can now create a new report and import reports.
You have successfully configured actions (functional permissions).

Unit 4
Solution 6
Manage Access to User Tools
created to configure an example of user tools access.
Simulation
1. Click Home.

Metrics are unavailable. No user tools.
4. Click Reporting.
The user cannot import or create reports in Report Center.
5. Click .
6. Click .
7. Click .
8. Click Admin Centre.
9. Enter permission roles in the Search box.
11. Click .
14. Select the Functional Permissions check box.
15. Select Others .
16. Click Query Workforce.

17. Click .
18. Click in the area below the scroll bar to scroll down.
19. Select Others .
20. Click Metrics.
21. Click Done.
23. Click .
24. Click .
26. Click .
27. Click OK.
28. Click Home.

31. Click Reporting.
Result
The user can now create a new report and import reports.

Lesson: Assigning WFA Permissions
Access to Administrative Tools
An organization my with to delegate some administrative functions to different users. For

example, allow users to set targets for certain measures or import report templates into the
instance.
Functional permissions provide the ability to limit access to the administrative tools. Typically
a user would access these tools from the Admin link on the analytics page. Restricting the
action hides the tool from the list when entering the Admin page.
The action restrictions in this category are:
● Edit Users / User Maintenance: Manage WFA Users
● Edit User Roles / Roles Maintenance: Manage WFA Roles
● Site Statistics: View details of which users are logging into the site and which pages they
visit
● Target Maintenance: Set measure targets
● Edit Measure / Dimension Overrides: Override the measure or dimension name
● Document Upload: Manage document folders and upload documents to the Resources
Page
● SFTP Configuration: Configure the SFTP server for use with the report distributor
● Report Transfer: Import / export reports into the instance
● WFA on HANA Admin: Access to the Drill To Detail Admin screen
Note:
How to use the Edit Users, Edit User Roles, SFTP Configuration, Report Transfer,
and WFA on HANA Admin tools are covered in more detail in other areas of this
document.

Hint:
Site Statistics and Document Upload are outside the scope of this document.
Target Maintenance
proactive management. Targets can be configured by WFA administrators. A variety of query
and report components can utilize configured targets. Targets are defined for measure
utilizing a time, structural dimension and optionally an analysis dimension. For example, you
can set termination rate targets for Organizational Units for the years 2020 and 2021.
Note:
Full description of target configuration is outside the scope of this document.
Target Type

Targets can be single value or range.

Target Thresholds
You can use thresholds to display a close to target/near range. They can be configured as a
number or percentage above/below a value. Additionally, they can be set for one side of a
target, or both.
Measure and Dimension Override
Measure Overrides and Dimension Overrides tools allow an administrator to adjust the labels
and translations that appear for the measure or dimension in the WFA application. To assign
an override to a measure or dimension:
1. Navigate to WFA admin.
2. Select the appropriate tool (Measure Overrides or Dimension Overrides).
3. Click Add New.
4. Select the appropriate measure or dimension.
5. Enter the new information:
● Enter the override label.
● If you want to enter translations, click the appropriate flag icon and enter the translated
label.
● If entering a measure override, you can override the measure description as well.

6. Click Save.

Unit 4
Exercise 7
Manage Access to Administrative Tools
created to configure an example of administrator tools access.
Simulation
1. Click Admin.
Limited admin tools are available.
2. Click .
3. Click .
4. Click .
5. Click .
6. Enter manage permission in the Search box.
8. Click .
10. Click .
11. Ctrl+Click .
12. Click .
13. Click .

14. Click .
15. Click .
16. Enter Irvi in the Please enter target user name: box.
17. Click .
18. Click .
19. Click .
20. Click .
21. Click .
Result
Additional admin tools are now available.

Unit 4
Solution 7
Manage Access to Administrative Tools
created to configure an example of administrator tools access.
Simulation
1. Click Admin.
Limited admin tools are available.
2. Click .
3. Click .
4. Click .
5. Click .
8. Click .
10. Click .
11. Ctrl+Click .
12. Click .
13. Click .

14. Click .
15. Click .
16. Enter Irvi in the Please enter target user name: box.
17. Click .
18. Click .
19. Click .
20. Click .
21. Click .
Result
Additional admin tools are now available.

Report Management
The report management permissions provide varying actions and permissions that pertain to
reports, including the default measure views. By managing these actions to different roles,
you can limit actions like creating canvas reports or utilizing drill-to-detail to see the
underlying data behind the consolidated numbers.
Edit Footnotes
The edit footnotes permission allows editing of footnotes. The footnotes appear on each
measure view, and could allow for customer specific commentary about a particular measure.
Changing the action restriction limits whether the edit button is available.

Drill to Detail Action
Drill-to-Detail allows a user to access the data behind summarized data on reports or
measure views. Restricting this action disallows the user to click on the contents of a table to
get to drill-to-detail view.
Note:
Not all measures or reports support drill to detail. Drill to detail can also be limited
by tree security and restrictions.
Drill-to-Detail Configuring Fields that Appear in the Data Subject Information Report
For systems utilizing Data Subject Information Reports, an administrator must set the
purpose for each field in WFA. This is completed in the Data Subject Information tool. The
administrator must configure up to 3 searchable fields. The Data Subject Info Report will

contain all rows from the fact table for the user. For every date-effective change of any field
there is a new full row of data. This will typically make the report quite large.
To configure the data subject fields:
1. Go to Admin Center → Data Subject Information.
2. In the tool, go to the Configuration tab.
3. Select Analytics in the sub-tab.
4. Select a starting entity from the list on the left hand side. Clicking a starting entity will
display a preview of the starting entity fields.
5. Ensure that the checkbox is selected for any fields that you want to appear in the report,
and that you've specified a purpose for each one.
Note:
The purpose informs the user why you've stored this particular item of
personal data. By default, the purpose simply states the module in which the
data is stored (for example, Employee Central), so we strongly recommend
that you configure a purpose that more clearly states the specific business
reason at your company.
6. Click Save.
For complete details on Data Subject Information Reports, please review the Data Privacy and
Protection information on the SAP Help Portal.
Managing Access to Reports

You might be tasked with controlling access to reports, even if the reports are created by
other users. Therefore it is important to understand the options for managing access to
reports.
Reports can be accessed several ways:
1. Via the Report Center - the audience is Report Designers and Report Consumers.
2. Via a hyperlink on a report page- the audience is Report Consumers who do not need to
create/edit reports.
Note:
Sharing and Organizing reports in Report Center is covered in the Custom
Reporting with Report Center section.
Tree Security
Tree Security in WFA
Tree security allows you to control what data a user in this role is permitted to see when
navigating the website. The Tree Security functionality is the most important part in
determining which users are permitted access to which areas of company data. Using this
functionality multiple security pathways may be defined that restrict and define user access
based on structural dimensions within the site.

Configuring Structural Dimension (Tree) Security
To configure the structural dimension (tree) security:
1. In Admin Center, navigate to Manage Permission Roles.
3. Enable the security setting:
● Enable the Configure Structural Dimensions checkboxes.
● Click Done.

4. Configure the structural security (tree security):
● In Grant this role to section, either create a new entry or edit an existing entry.
● In the Specify the target tree security permissions applicable to each Structural
Dimension section, assign each dimension to All, Hidden, or Restricted.
- All: If selected, users assigned to this role will have full access to the entire
structural dimension. For example, if the Structural dimension is Organizational
Unit, users assigned to the role will by default have unrestricted access to the entire
Organizational Unit structure starting at the highest point in the tree.
- Hidden: If selected for a particular structural dimension, users assigned to this role
will not be able view the respective structure.
- Restricted: Allows specific structural paths to be defined for the role in question.
User’s accessibility to the structural dimension will depend on the way these paths
are constructed.
● For each dimension set to all, enable or disable drill to detail.
● If a dimension is restricted:
- Select Edit.
- Create the individual include and exclude entries to specify the level of access to
that dimension.
- Select OK.
● Save the changes by clicking Done.

Note:
Planning tree security can be difficult. Combining multiple entries on multiple roles
is explained in more detail in the document “WFA Permissions Migration to RBP”
located on https://help.sap.com.
Restricted Access
To apply restricted access to structural dimensions, select the restricted selector against the
appropriate structure and then select Edit Access.
The Includes and Excludes panel allows users to define which parts of the structural
dimension should be accessible for the selected role. The Include function allows users to
define sections of the structure that can be viewed on the site, while the Exclude function
specifies sections of the structure that should be hidden.
Note:
When a user defines path restrictions under one of these two categories, e.g.
Include, the other category, in this case Exclude, will no longer be accessible. This
behavior does not limit specificity of structural restrictions however as individual
paths can be set up under each of the two categories.
To add path restrictions under either Include or Exclude, click Add New. Three types of
security paths are available. The path type you define will directly determine what part of the
structural dimension tree a user role may view.
Range Type
There are three types of security path that may be defined within role based security; Open
Ended, Horizontal and Vertical. The choice of path type will directly determine what part of the
structural dimension tree a user role may view. Each of these types suit varying and specific
security requirements and the choice of path type will align closely to company requirements
matching the way that users attached to roles need to work and also the way that the
company wishes varying users to have access to site information. Bear in mind that any
structural dimension can be thought of as a top down hierarchy or upside down tree, where
the top level is the most significant point in the structural dimension.

Open Ended Range
The Open Ended model will be by far the most commonly used path type. A point (node) in
the structural dimension is chosen and the user role will be permitted access to the defined
node and all nodes below that point in the structural dimension. This can be thought of as
cutting off or isolating a branch in the tree. A well-organized structural dimension will allow
companies to easily align role access to user roles under this model.
If the top node is set to ‘All Organizational Units’, it provides access to all data.

If the top node is set to ‘Business Unit B, it gives access to the total 4,000 employees in BU-B
and the details in each department 3-5.
Horizontal Range
To define a Horizontal path type, a point (node) in the structural dimension is chosen and the
user role will be permitted access to the defined node and any node that is an immediate
descendant or child of that node. This can be thought of as cutting off or isolating a branch in
the tree and then pruning branches off at the bottom until only the starting node level and a
single level below remain. This model suits an aggregated view of a structural dimension
where the ability to drill down needs to be restricted and extraneous detail at lower levels
removed.

If the top node is set to ‘All Organizational Units’, it provides access to the All Organizational
Units node and all business unit nodes.
Vertical Range
To define a Vertical path type, a top point (node) and a bottom point (node) in the structural
dimension are chosen. The user role will be permitted access to the defined top node, the
defined bottom node and any node that exists directly in the pathway that connects these two
nodes. This can be thought of as connecting a string line between the top and bottom nodes
and including any node that is required to complete the connection between these two nodes.
This model suits a very restricted slice of a structural dimension and would be typically used
in conjunction with an Open Ended or Horizontal security model to selectively expand the view
of an individual user role.

If the top node is set to ‘All Organizational Units’ and the bottom node was set to ‘Dept 5’, it
provides access to only 3 nodes.
Entry Points
An entry point is the top most level of information that is presented to a user when they log on
to the site. Typically this is the main page, however the application of role-based security to a
user via the user’s associated role will change this as determined by the security paths that
have been defined for the user role. For example, if a single Open Ended path is defined for a
role, the node defined as the Top Node for this security path will be the entry point presented
when a user assigned to this role logs on to the site. Similarly, if a Horizontal or Vertical path
type was defined, the entry point for the user assigned to the role would be determined by the
defined Top Node for the path.
Multiple Entry Points

If a user role has more than one security path defined for it then it is possible that defining
these paths will cause a multiple entry points into the structural dimension to be established.
In the example a role called ‘Corporate’ has been established with two open ended paths; one
pointing to the Administrative Services level within Corporate and the second pointing to the
Executive Services level within Corporate. Note that the Administrative Services node and the
Executive Services node are at the same level in the company structure.
This example has given this role two entry points into the company structure that are at the
same level in the hierarchy. When logging into the site, the default entry point for the user will
be determined by which is the first entry node in cube structure order.
To enable the user to see alternate entry points, in the Filters tile select the structural
dimension you wish to conduct analyses. In this instance, you can select between Executive
Services and Administrative services, and their descending sub-units. However, you cannot
select Organizational Unit as an analysis dimension.


Unit 4
Exercise 8
Configure Tree Security
In this simulation, you will configure tree security for a RBP role. As an example, you will
modify the WFA power user role used in the previous exercises to configure an example of
tree security.
Simulation
1. Click .
Location 2 is visible.
2. Click .
Organizational Unit 2 displays all organizational units.
3. Click Close .
4. Click .
5. Click .
6. Click .
7. Click .
9. Click .
10. Click .
11. Click .

12. Click .
13. Select the Configure Structural Dimensions check box.
14. Click .
15. Click .
16. Select All .
17. Select All .

Location 2 is set to Hidden.
18. Select All .
19. Select Restricted .
20. Click .
21. Click .
22. Click All Organizational Units .
23. Drag .
24. Drop on.
25. Click .
26. Click .
27. Select All .

The other Drill to Detail boxes have been checked for you.
28. Select the Enable Drill to Detail check box.
29. Click .
30. Click .
31. Click .
32. Click .
33. Click .

35. Click .
36. Click .
37. Click .
38. Click .
39. Click .
40. Click .
Location 2 is NOT visible

Only Healthcare is visible in Organizational Unit 2.
Result
You have successfully configured tree security for a RBP role - modified the WFA power user
role to configure an example of tree security.

Unit 4
Solution 8
Configure Tree Security
In this simulation, you will configure tree security for a RBP role. As an example, you will
modify the WFA power user role used in the previous exercises to configure an example of
tree security.
Simulation
1. Click .
Location 2 is visible.
2. Click .
Organizational Unit 2 displays all organizational units.
3. Click Close .
4. Click .
5. Click .
6. Click .
7. Click .
9. Click .
10. Click .
11. Click .

12. Click .
13. Select the Configure Structural Dimensions check box.
14. Click .
15. Click .
16. Select All .
17. Select All .

Location 2 is set to Hidden.
18. Select All .
19. Select Restricted .
20. Click .
21. Click .
22. Click All Organizational Units .
23. Drag .
24. Drop on.
25. Click .
26. Click .
27. Select All .

The other Drill to Detail boxes have been checked for you.
28. Select the Enable Drill to Detail check box.
29. Click .
30. Click .
31. Click .
32. Click .
33. Click .

35. Click .
36. Click .
37. Click .
38. Click .
39. Click .
40. Click .
Location 2 is NOT visible

Only Healthcare is visible in Organizational Unit 2.
Result
You have successfully configured tree security for a RBP role - modified the WFA power user
role to configure an example of tree security.

LESSON SUMMARY


Unit 4
Lesson 3
Maintaining WFA User
LESSON OBJECTIVES
User Accounts
The goal of the section is to explain how user accounts are used in WFA.
WFA User Accounts
Note:
Workforce Analytics (WFA) and Strategic Workforce Planning (SWP or WFP) use
the same security model of users, roles, actions / permissions, and interaction /
integration with SF RBP Configuration. For simplicity, most terminology will simply
use the term WFA to represent items that WFA and SWP share in common.
Before users can access the Workforce Analytics or Workforce Planning site they must first
have user accounts. These accounts may be restricted or customized as desired.
Furthermore, administrators have the ability to edit or delete these accounts at any time.
Each user account has a variety of fields that are required, such as username, full name, and
role.

WFA to SAP SuccessFactors HXM integration
Users access WFA after logging into SAP SuccessFactors HXM by the drop-down menu. The
integration provides the following benefits:
● Single Sign On (SSO) access for production users to SAP SuccessFactors modules
including WFA.
● Automated management of user accounts and role based security for non-administration
users. This significantly reduces the administration burden of managing user accounts and
security.
● Nightly sync job to capture changes to personal data.
SF HXM user accounts are linked to the WFA user accounts. Then authentication to WFA is
provided via Single Sign On (SSO), so the user does not have to know or maintain their WFA
account. In this case, the WFA users can be created via bulk upload or automatically via WFA
Automated Management.
Granting SF HXM Users access to WFA

Lesson: Maintaining WFA User
After the SF HXM user and WFA user accounts have been created, administrators must make
sure that the user has the necessary permissions in SF to access WFA. To do so, you must
grant the user account the Analytics Permission: Show Analytics.
Note:
SF Show Analytics permission only enables/disables the ability to navigate to
Workforce Analytics. Once they have navigated to WFA, all permissions are
enforced by WFA permissions via WFA roles or RBP roles.
Granting SF HCM Users access to WFP
After the SF HCM user and WFP user accounts have been created, administrators must make
sure that the user has the necessary permissions in SF to access WFP. To do so, you must
grant the user account the Analytics Permissions: Show Workforce Planning.
Note:
SF Show Planning permission only enables/disables the ability to navigate to
Workforce Planning in the interface. Once the Planning menu is selected, all
permissions are enforced by WFA permissions.
User Maintenance
The goal of the section is to describe common user maintenance tasks.
Introduction
The User Maintenance functionality supports the introduction of new users and the
specification of the WFA roles to which they are assigned. Through this feature you can assign
certain users to predefined WFA roles.
Only users who have the Edit Users action \ Manage Users functional permission active for
the user role to which they are assigned, will be able to see the User Maintenance option from
the Administration menu.
You have the ability to create new users and perform user maintenance.

User Maintenance Tool
To access the User Maintenance page, navigate to Admin and select User Maintenance.
Note:
When change logging is enabled for the SAP SuccessFactors HXM suite, user
account management will be disabled in WFA admin.
The User Maintenance page lists the current users. This page also acts as a platform to assign
new users, edit or delete existing users, and reset current passwords.
When editing or deleting user accounts; or resetting passwords for user accounts, the
account must first be selected from the accounts list at the bottom of the page. This list can
run over many pages for organizations with large user populations. You can search the user
account list by name or partial name. You may also use Wildcard Search to find a particular
name.

You can further refine you results by selecting the Additional Filters Button. This will allow for
filtering on a variety of fields. For example you can locate locked accounts, determine
accounts that are automatically managed, or search by email address.
SF HXM user to WFA user Nightly Sync

A nightly user sync process runs to ensure that the personal data fields on the Workforce
Analytics User are kept up to date with the SF HXM user account. The personal data fields
First Name, Last Name, Email address, Language, Accessibility and Active Status are kept up-
to-date on the synced user.
The Sync button in User Maintenance allows for a manual sync of the user details.
If a Report Distributor bundle is distributed via email, the email address will be Synced from
SAP SuccessFactors prior to sending the bundle. Users that have been deleted from SAP
SuccessFactors will be set as "inactive" in WFA.

Edit or Delete Existing User
Often user accounts become redundant as a user changes job roles or separates from the
organization. You have the ability update user accounts, to alter their permissions, or to
delete a user account. Edit Users allows access to the User Maintenance section.
To edit an existing user:
1. Select the name of the user account from the User Maintenance page. User accounts can
be selected from the list by using the keypad on the left or by typing the name in the
Wildcard Search field.
2. Click Edit User to open the Edit User Details form.
3. Change any details on the form including the user’s full name, email address, which role is
assigned to the user, and the user’s active status. Note: A user can only belong to one
WFA role.
4. Click Save. A confirmation message will appear in red to verify the edit.
Users will receive an email notification if their full name or email address is changed. For
changes to the email address, the system sends a notification to the previous and new email
addresses.
The email notification provides a confirmation of the changes to the full name and email
address. The email notification also alerts the user to take appropriate action if the changes
are incorrect or unintended.
Note:
When you change or reset a password for a WFA User Account, they will receive
an email containing a link to reset their password. You should verify their email
address is correct.

To delete an existing user:
1. Select the name of the user account from the User Maintenance page.
2. Click Delete User.
3. A confirmation dialog box will appear asking if you are sure you want to delete this user
account. To continue with the deletion, click OK.
Note:
If a user name needs to be altered, the current account must be deleted and then
a new account created with the altered name.
Configuring Sensitive Fields to Support Read Access Logging
To support read access logging, WFA administrators might need to mark WFA fields as
storing sensitive data. WFA will log accessing sensitive data via the Drill to Detail functionality.
Metrics are aggregated data which is not considered personal sensitive data. Also, Read Audit
is only supported for people in Workforce Analytics who are also SAP SuccessFactors users. If
your company has people in Workforce Analytics who are not users in SAP SuccessFactors,
ensure that the drill-to-details list does not contain any sensitive personal information.
To mark WFA fields as sensitive:

1. On the Workforce Planning and Analytics Administration page, choose Cube Read Logging
Configuration.
2. Mark all the drill-to-details fields that should be considered sensitive.
3. Choose Save.
You can mark fields as sensitive instances that use WFA on SAP HANA in the WFA on HANA
Admin tool. Please review the information in the Administering WFA on SAP HANA in this
guide for usage of the tool.
For complete details on Read Access Logging, please review the Data Privacy and Protection
information on the SAP Help Portal.
User Tree Security

Tree Security can be configured on a user account. Any configuration of tree security at the
user level overrides the tree security from the role associated with the user. User accounts
created by the automated management process have their tree security assigned at the user
level.
To modify the tree security:
1. Select the name of the user account from the User Maintenance page. User accounts can
be selected from the list by using the keypad on the left or by typing the name in the
Wildcard Search field.
2. Click Tree Security to open the Security Tree Editor form.
3. Change the tree security to your requirements.
4. Click Return.
Note:
Tree security was covered in-depth in another Lesson.
Bulk User Load

The goal of this section is to learn how to bulk load WFA user accounts.
WFA Bulk User Load

Often customers of the SAP SuccessFactors site need to create a large number of user
accounts. To streamline this process it is possible to generate many user accounts at the
same time. Through a spreadsheet template provided by SAP SuccessFactors it is possible to
upload a number of new users and assign them to various existing roles.

WFA Bulk User Load Templates
SAP SuccessFactors provides excel templates to facilitate the creation of multiple users at
once. Templates include the following fields:
● User Identifier: The identifier that the user will login with. All user identifiers must be
unique.
● Email Address: The user's email address. The User Identifier and the Email Address may
be the same.
● User Name: The name of the user.
● Site Identifier: This will be the organizations name or acronym. This field is primarily useful
for members with multiple SAP SuccessFactors sites. In these instances this field can be
used to restrict users to a particular site. If member users only maintain one website with
SAP SuccessFactors this field may be left blank.
● Role Identifier: The WFA role identifier that the user will be assigned to. This field is case
sensitive.
● User Active: If the new users are to be immediately active upon bulk uploading type ‘TRUE’
in the sixth column. If user accounts are to be created but administrators do not wish them
to be active at the time of generation type ‘FALSE’ in this column.
● Returned Message / Password: Contains the processing information. If successful import
a password or message will appear here. If there is a problem with the import, error
message will appear here.
● SFCompany Id: This is the SF instance the user proxy links back to. Example: ACESB190. If
you are unsure, your SF Professional Services implementation consultant or SF Customer
Success team will be able to provide this for you.
● SFSysUserId: This is the users internal User Sys ID for the SF HXM user. Example: cgrant1.
Often the templates can be populated by exporting the data from existing account lists.

Bulk User Load
After the template file has been configured, the next step is to perform the bulk import. During
the import process, two options need to be considered.
In the ‘How should the application deal with existing users’ field, selections can be made
between:
● Maintain the user record unchanged: This will ignore any changes made within the bulk
upload template spreadsheet to existing user accounts. That is, if a user account already
exists and details of that account are different to that entered within the upload
spreadsheet than the existing details will remain the same.
● Overwrite user record but maintaining the user’s password: This will update existing
accounts with the information provided in the bulk upload template spreadsheet.
In the ‘How should the application deal with generated passwords’ field, selections can be
made between:
● Add the users’ passwords to the returned Excel spreadsheet: This will generate passwords
and enter them into the final column of an Excel spreadsheet that is created when the
program is finished.
● Email the password to users: This will send an automatic email to the new users (using the
specified email account in the Bulk Upload Template spreadsheet) with the generated
password.
If ‘Email the password to the users’ option is selected the email template can be customized.
In the ‘Email Subject’ and ‘Email Message’ fields enter the desired email message, which will
appear to all created user accounts. Note that it is essential to leave the “[%USERNAME%]”
and “[%PASSWORD%]” text in the message as the email generator will update this text with
the unique username and password for each account.

Note:
The WFA user password is not needed by users accessing WFA on an instance
that is configured with Single Sign On, such as the customer production instance.
Make sure you do NOT send emails if the user doesn’t need to know the password
to avoid user confusion.
To perform a bulk import:
1. Navigate to the Bulk User Load tool in Admin.
2. Ensure the correct Org Id is selected.
3. Browse to your configured template file.
4. Select the appropriate option for existing users.
5. Select the appropriate password distribution option.
6. If you selected email; adjust the email template as necessary.
7. Click Upload Users.
After uploading the users, you should test your results. You can verify the creation of the
accounts in User Management. You can also examine the output file for users that the import
might have failed. Finally you should log in with a few accounts to make sure they work.
Note:
The template file needs to be saved as a .xls file. The tool does not accept .xlsx.
Automated Management
The goal of the section is to explain Automated Management of User Accounts.
Overview
WFA customers can implement a process supporting the automated management of WFA
user accounts and role based security. This process supports the automated management of
user accounts and role based security as opposed to making the required changes manually
via the WFA User Maintenance and Role Maintenance administration tools. New user
accounts needing access to WFA are created automatically and the appropriate role based
security is automatically assigned to each user based on a predefined set of business rules.
Any changes to existing users are automatically applied. Users who no longer need access to
the WFA module automatically have their user accounts deleted. This significantly reduces
the administration burden of managing user accounts and associated security.
This provides the following advantages:
● New user accounts needing access to WFA are created automatically and the appropriate
role based security is automatically assigned to each user based on a predefined set of
business rules.
● Any changes to existing users are automatically applied.

● Users who no longer need access to the WFA module automatically have their user
accounts deleted.
Implementation Steps
When implementing initially this process, a customer will work with SAP SuccessFactors to
understand the target population of users to be managed by the automation process and
what the business rules are that determine what level of data access these user groups need
to have. Customers will need to provide additional items of data to SAP SuccessFactors as
part of the refresh process to support the automation process. SAP SuccessFactors
Professional Services with develop a Software Change Request (SCR) that details all of the
agreed requirements for the automation process prior to implementation.
The key implementation steps are:
● Selecting the target population of user accounts and security to be managed by the
automation process. It does not necessarily make sense to try to automate the user
accounts and security for all users accessing WFA.
● Defining the business rules that determine what level of access these targeted groups of
users should have.
● Determining how and in what format the additional information required for this
automation process will be provided to SAP SuccessFactors for testing.
Building a repeatable process that can be managed as part of the ongoing data refresh
process supporting WFA.
Appropriate WFA Accounts for Automated Management

Non-administration user accounts typically make up the majority of the user accounts in the
WFA module and take the most time to administer and manage. In terms of the access to
tools and data they need, non-administration user accounts also typically conform to very
standard business rules and roles. These standard rules can be automated to create the right
level of access for these users to both tools and data. This eliminates a significant burden in
terms of manually managing access.
The number of administration users is usually far less and the access for these users is often
defined individually and may be more complex, depending on their role. Managing these users
who do not fit standard business rules and roles can still be done via the WFA User
Maintenance and Role Maintenance administration tools as normal.
Automatic vs Manual WFA Users

WFA User accounts are identified if they have been created by the automation process.
Accounts that are not created by the process are considered to be manual accounts. When a
refresh of the automated accounts occurs, automatic accounts are updated; updating the
assigned role, changing security, and deleting if the account was removed. Manual accounts
are unchanged by the refresh process
How the Automation Process Applies Role Based Security for the User

In WFA, tree security restricting access to data can be applied at the role level or at the user
level. If data access restrictions (via Tree Security) are applied at the role level then it applies
to all users assigned to that role. If data access restrictions are applied at the individual user
level then it only applies to that user.
The automation process applies data access restrictions (via Tree Security) at the individual
user level. When the automation process has run you will see these restrictions applied if you
review the user account via User Maintenance. Note the Tree Security restrictions applied at
the individual user level override any Tree Security restrictions applied at the role level.
Note:
An individual user is still assigned to a role so all of the functional and tool based
permission supporting the user will still be inherited from the role they are
assigned to.
Managing Automated Accounts

The automation process knows which users are maintained via automation and which users
are maintained manually via the WFA User Maintenance and Role Maintenance administration
tools. Any user maintained manually via these tools will be skipped by the automation
process. Therefore an administrator might want to change if an account is managed by the
automation process, and vice-versa.
Manual accounts are listed when the Automatically Bulk Loaded filter option is set to be False.
Accounts that are maintained via the automation process have the option is set to be True.
To display users those are automated / manual:
1. Navigate to User Maintenance.
2. Search for user(s).
3. Click on Edit Filters to open the filter panel select.

4. Select Automatically Bulk Loaded to true / false, depending on the type of account you are
searching for
5. Click OK.
To change an automated account to manual:
1. Navigate to User Maintenance.
2. Search for the account you want to change to manual.
3. Select the account.
4. Click the Convert to Manual button.
If you want a manual account to be managed by the Automation Process:
1. Add the account to the input file used in the refresh cycle.
2. Delete the account before the next automated refresh.
LESSON SUMMARY

Unit 4
Lesson 4
Administering WFA on HANA
LESSON OBJECTIVES
Configuring Drill to Detail

The goal for this section is to configure Drill to Detail.
WFA on SAP HANA
Note:
This Unit looks exclusively at tools available for WFA on HANA. Customer with
WFA on SQL server will not have access to these tools. For more information,
check the Workforce Analytics on SAP HANA FAQ document on the SAP help
portal.
What is Drill to Detail?

Workforce Analytics Drill to Detail (DTD) enables appropriately permissioned users to “drill
through” to the individual employee records that comprise the selected result.
Drill to Detail is available in table / pivot views by default on standard Measure pages and can
be made available by report designers in table views on custom report pages. When viewing a
measure results in a table, Drill to Detail is available if the cursor changes to a hand (indicating
a clickable link) when hovering over an individual result. In the example the Drill to Detail
results will show the employee records that comprise the Average Age of 34 for Physically
Challenged employees in Australia.

Drill to Detail will automatically exclude columns from the view if they are not applicable for
the selected measure. For example, if the Recruitment Source dimension columns are
included in the DTD configuration, they will only be displayed when using DTD on Movement
In type measures. They will not display when DTD is used on certain other types of measures
like Headcount measures.
WFA on HANA Admin – Overview
To open the WFA on HANA Admin tool, navigate to Admin link on the Workforce Analytics page
and select the Tool.
1. Select whether to configure the DTD display for Measures.
2. Key columns that can be included in the DTD display.
3. Dimension columns that can be included in the DTD display.
4. Attribute columns that can be included in the DTD display.
5. List of columns currently included in the DTD display.
6. Edit (relabel and/or set BizX User column) and Remove column/s.
7. Change the order the columns appear in by Move Up or Move Down.
8. Choose how the records in the DTD results are sorted.
9. Mark a column as a sensitive field for read logging.
Key Columns
Select from key columns, integral to the measure results.
PERSON_ID: Displays the column chosen as the Primary Person ID in the WFA on HANA
implementation. In a typical implementation, this is the employees Person ID from their
Employment Information portlet.
USERS_SYS_ID: Displays the column chosen as the Secondary Person ID in the WFA on
HANA implementation. In a typical implementation, this is the employees Users Sys ID from
their Job Information portlet.

Lesson: Administering WFA on HANA
Effective From Date: The date at which the employee’s record starts. Typically, this is sourced
from the Effective Start Date in the relevant table.
Effective To Date: The date at which the employee’s record ends. Typically, this is sourced
from the Effective End Date in the relevant table.
Current Measure: The results for that employee record for the measure that the user is
displaying Drill to Detail results for.
Dimension Columns
Select from columns related to each dimension. The list of available dimensions available will
change in accordance with what is currently implemented in the instance.
ID: Displays the ID/Code applicable to the employee record for the dimension. In a typical
implementation, this is the objects External Code.
Name: Displays the Name/Label applicable to the employee record for the dimension. In a
typical implementation, this is the objects External Name.
Parent ID: Displays the ID/Code of the parent for the ID (if the dimension ID is part of a multi-
level/parent child structure).
Parent Name: Displays the Name/Label of the parent for the ID (if the dimension ID is part of
a multi-level/parent child structure).
Level X ID: Displays the ID/Code of the selected Dimension Level for the ID (if the dimension
ID is part of a multi-level/parent child structure).
Level X Name: Displays the Name/Label of the selected Dimension Level for the ID (if the
dimension ID is part of a multi-level/parent child structure).
Example Level X ID/Name Dimension Columns: Location
The Level X ID/Name columns in a dimension allow you to display that dimension’s structure
as part of the DTD results.

For example, you can see that the employee in the first record (User Sys ID = 100095) is in
the Philadelphia location, which rolls up through Newtown Square → Pennsylvania → United
States.
Attribute Columns
The list of columns that are attributes to related dimensions. The list of available attributes
will change in accordance with what is currently implemented in the instance.
Code: Displays the ID/Code of the attribute for its related dimensions.
For example, you see that these two employees (User Sys ID = 107026 and 107023) have Pay
Component code BASE_CN and Frequency code of MON for their Total Workforce Annual
Salary.

Adding New Columns
Drag and drop to add new columns to the DTD display.
If adding a Level X column, choose which level of the dimension you wish to use.

Column Info will show the level selected.
Editing Columns
Select a Column and click Edit columns to change its display label or mark as sensitive for
read access logging.
Note:
You cannot mark some fields as sensitive. The setting may be read only because
the field is marked sensitive in the source module.

Relabeled columns will show a Column Display Name.
BizX User for Quickcard
Select the column that contains the employees User Sys ID, click Edit columns and check Is
BizX User ID to enable the Quickcard on that column in the DTD results.

This column will now appear with the Quickcard link in the DTD results.
Change the Column Order
Change the order of columns in the DTD display using Move Up and/or Move Down.
Set Column Sorting
Choose which columns the DTD display will be sorted on in Order Drill to Detail Results.
Note:
Do not forget to save as you make changes to the Drill to Detail settings.

Configuring Dimensions
The goal for this section is to configure Dimension Mappings.
Overview of Dimension Editor

Dimension Editor allows Workforce Analytics on HANA or Analytics in Employee Central
Admins to manage their Dimensions – including changing where dimension nodes are placed
in the dimension and/or adding labels to dimension nodes.
Only dimensions that are configured as Manually Maintained during the WFA implementation
process can be edited using Dimension Editor.
You can access the WFA Dimension Editor in the Admin Center.
1. Toolbar: Add Node; Delete Node; Undo (last action); Redo; Sort Ascending/Descending;
Move Node Up/Down (within current mapping); Move Node (to another parent).
2. List of dimensions available in the instance.
3. ID for the node (each dimension node has its own unique ID).
4. Label for the node.
5. Nodes with a right arrow “＞” can be opened to view the child nodes beneath.
6. Greyed dimensions are visible for information purposes and cannot be edited via
Dimension Editor.
7. Save changes.

Dimension Editor Terminology
This section lists the frequently used words and terminology in Dimension Editor.
● Child: The dimension node/s that “belong” to the selected dimension node. For example,
Regular Full-Time is the child of Regular.
● Derived Measures: Measures which use a dimension node or nodes to filter the measure
results. For example, the EOP Headcount – Temporary measure is created by filtering/
slicing EOP Headcount by the Temporary dimension node.
● Mapping, mapped: Where a dimension node currently sits in the dimension. For example,
Regular Full-Time is mapped to Regular.
● Parent: The dimension node to which the selected dimension node “belongs”. For
example, Regular is the parent of Regular Full-Time.
● Remapping, remapped: Moving a dimension node from its existing place in the dimension
to a new parent. For example, I would like to remap Regular Full-Time to Employment
Type.
● Slicing: Filtering results by a dimension node or nodes.
● Standard Nodes: Default nodes in the dimension that are used to create Derived Measures
and contribute to benchmarking results. These nodes are identified by the hash (#) used
at the beginning of their Node ID. For example, #REG and #TEMP are standard nodes.
Standard nodes are default nodes automatically generated within dimensions and are used to
identify dimension nodes required for selected measures.
You can manage which employees are included in certain measures by ensuring the right
mapping of nodes into these default standard nodes. For example, to ensure all temporary
employees are included in the EOP Headcount – Temporary measure, map any Employment
Type codes for temporary employees into the #TEMP node in the Employment Type
dimension.
Unmapped Nodes

Each time the WFA on HANA data is processed, it will identify and collect any new codes in the
data and assign them into the Unmapped parent grouping in the dimension to which the node
belongs.
It is recommended that the dimensions in the Dimension Editor are frequently reviewed for
the Unmapped grouping and any codes within are remapped to their appropriate parent or
place in the dimension.
Hint:
Once this is done for all codes in the Unmapped group, Unmapped can be
deleted and it will not reappear in the dimension until a new code for that
dimension is identified.
Using Dimension Editor

You can use dimension editor to configure you structural and analysis dimensions. The
following sections outline those actions.
Relabeling a Node
To relabel a node, click in the Long Name field and type in the new label.
Re-mapping a Node

To move a node to a different parent:
1. Select the node.
2. Click Move Node.
3. In the pop up window choose which parent to move the node to.
4. Click Move.
For example, Remapping the No node from the Unmapped parent to the Non-Physically
Challenged parent.
Sort Ascending or Descending
Sort ascending or descending sorts by the node label, the children of the node selected.
Moving Up or Down

Move up and move down moves nodes up or down the ordering within their parent grouping.
Frequently Asked Questions

I cannot see the Dimension Editor in Admin Tools
Confirm that you have either the WFA on HANA Admin permission or the WFA on HANA Data
Factory in Role Based Permissions.
I cannot edit a dimension – it is greyed out
Greyed dimensions are not available for editing from Dimension Editor as they are not
configured as Manually Maintained.
These types of dimensions are typically structural and (due to their size/number of nodes) it
is more efficient to generate and maintain these dimensions via the WFA on HANA
processing.
For WFA on HANA instances, please see your Technical Consultant for additional information
on how to make changes to this dimension.
I cannot change the label for the Dimension Name
Dimension Editor does not support the editing of dimension name labels. Please use the
Dimension Override function (available in the WFA Admin menu to suitably permissioned
users) to change the dimension name label.
When will the changes I have made in Dimension Editor appear in my WFA on HANA results?
Any edits made in Dimension Editor (once saved) will appear in the WFA on HANA results
immediately.
Can I enter translations for dimension nodes and/or dimension name labels?
Dimension Editor currently supports a single label for dimension nodes and whilst this label
can be in a language other than English (US), please note that all users (regardless of their
language preferences) will see the label that has been saved for the dimension node.
Additional language labels are supported for dimension names via the Dimension Override
function available from the WFA Admin menu to appropriately permissioned users.

LESSON SUMMARY

Unit 4
Lesson 5
Gaining Insights
LESSON OBJECTIVES
Insights
The goal for this section is to describe the configuration Insights.
Overview
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, learning, performance, 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.
You can use the Insights to access existing analytics and reporting content without leaving
your current page. This helps you give you the information you need to decide quickly within
context, and also introduces a common, consistent means of viewing metrics across the SAP
SuccessFactors suite.
Assigning Permissions to the End Users
To assign permissions to the user:
1. Go to Admin Center → Manage Permission Roles.
2. Select the appropriate role.
3. Click Permissions....
4. Under User Permissions, go to Reports Permission.
5. Select the Insights.
6. Click Done.

Enabling Content in Insights
To enable the panel and assign content for each module:
1. Go to Admin Center → Manage Insights.
2. Start configuring your panel for each module page:
● Click Add to add quick links and tiles.
● Click Save.
● Choose Enable panel for the module.
3. When you have completed all the modules you wish to enable Insights, return to the Admin
Center.
4. Go to the Module page and click Analytics icon to see the newly enabled panel.

Lesson: Gaining Insights
Note:
You can drag and drop to change the order of your tiles when configuring each
module page.


Unit 4
Exercise 9
Enable Insights
In this exercise, you permission a role to view Insights. Then you will configure a module to
show Insights and select the tile(s).
Simulation
Gaining Insights in your online course.
1. (If necessary) Return to you’re the Admin Center.
2. Assign the permissions to the End Users:
● Click Manage Permission Roles.
● Select the appropriate role.
● Click Permission....
● Click Reports Permission.
● Set the Insights permission.
● Click Done.
● Click Save Changes.
● Click Back to Admin Center.
3. Enable Content in Insights:
● Search for the tool Manage Insights and launch it.
● Select the appropriate module.
● Beside the appropriate tile(s), Click Add.
● Click Save.
● Click the slider beside Enable panel for [module] to enable or disable.
4. Verify the content is available:
● Click Main Navigation dropdown.
● Select the module you enabled Insights.

● Click Insights .
● Verify you tile(s) are available.
5. This completes the exercise.

Unit 4
Solution 9
Enable Insights
In this exercise, you permission a role to view Insights. Then you will configure a module to
show Insights and select the tile(s).
Simulation
Gaining Insights in your online course.
1. (If necessary) Return to you’re the Admin Center.
2. Assign the permissions to the End Users:
● Click Manage Permission Roles.
● Select the appropriate role.
● Click Permission....
● Click Reports Permission.
● Set the Insights permission.
● Click Done.
● Click Save Changes.
3. Enable Content in Insights:
● Search for the tool Manage Insights and launch it.
● Select the appropriate module.
● Beside the appropriate tile(s), Click Add.
● Click Save.
● Click the slider beside Enable panel for [module] to enable or disable.
4. Verify the content is available:
● Click Main Navigation dropdown.
● Select the module you enabled Insights.

● Click Insights .
● Verify you tile(s) are available.
5. This completes the exercise.

Lesson: Gaining Insights
LESSON SUMMARY


Unit 4
Lesson 6
Transferring Reports
LESSON OBJECTIVES
Report Transfer
The goal for this section is to explain the purpose of report transfer and the methodology to
complete a report transfer.
Why is Report Transfer Important?

SAP SuccessFactors is releasing new standard reports for Canvas Report format that need to
be imported into an instance before they can be utilized. Additionally an administrator might
need to copy reports between different instances (i.e. test and production instances). Report
transfer addresses this administrative need.
Importing SuccessFactors Templates and Reports

Customers are able to download a number of pre designed Canvas Reports. These reports
can be further customized by organizations to suit business requirements. Currently these
templates and reports are distributed via the SAP Help Portal website.
The templates and reports are available in the form of an encrypted xml file, which contains
the report definition. Storing the templates in XML allows for quick and easy transportation of
the report definition. It contains no data results and is set of “instructions” for building the
report in the target instance.
Note:
The report transfer process will overwrite any existing report that has the same
name as the transferred template. To prevent this, note the names of existing
reports and rename any that has the same name as the reports intending to be
transferred.

Pre-requisites for Loading Report Templates
The account performing the import must have the necessary permissions to access the
Report Transfer function. This can be quickly confirmed by navigating to the Admin page in
Analytics. If you can see the Report Transfer option then you have the required permission. If
you cannot see this option, the account needs to be assigned a role with the appropriate
permission. Review the unit Roles Maintenance and Permissions for assigning the permission.
Ensure you have saved the report template package and/or the individual files from the SAP
Help Portal to your computer. This package will include individual report templates (for
loading selected reports) and a single file that contains all report templates (for bulk loading
all available report templates).
Report Package Templates and Single Report Templates
Templates can be in two forms:

● Report “packages”: These contain a set (i.e.: more than one report) of report templates).
● Single reports: These contain a single report template.

Lesson: Transferring Reports
Generally, the template name will identify the form of template. Report packages are typically
named for the release version and contain “Report Package” in the file name. Single reports
are typically named for the individual report contained in the template.
The Report Transfer process is the same, regardless of whether a single report or report
package is being used. Report packages are useful when many templates need loading, single
reports when only one template is required. Report packages can be used even if only a single
template is required.
Loading a Report Template Using WFA Admin Report Transfer
To import report templates:
1. Navigate to the Report Transfer page in Analytics Admin.
2. Click Upload.
3. The To Organization will be automatically populated with your instance name.
4. Click Browse and navigate to where the report template is stored/saved.
5. Select it and click Open.

6. Click Load Package.
7. Once loaded, the reports available in the template file will appear in a list in the Available
Reports box.
Note:
The load may take from a few seconds to a few minutes depending on the size
of the file, and the speed of your connection.
8. Select the available reports:
● If loading all report templates available in the file drag the top folder (called
Workspaces in this example) from the Available Reports box, to the Selected Reports
box and click Upload Selections.
● If loading only selected report templates available in the file, individually drag reports
from the Available Reports box, to the Selected Reports box and click Upload
Selections.

9. A status screen will display showing the success/failure of the report transfer. If there
were existing reports with the same name, they will now be overwritten with the new
template. Contact Support should any reports fail to upload.
Loading a Report Template Using Report Center
You can also import reports from the Report Center interface. After obtaining the report
template(s), to import the reports in report center:
1. On Report Center page, click Import.
2. Browse for the file (select either a package of templates or a single report template).
3. Select Import.
4. On completion of the imports, you can see the status.

Exporting Reports Using WFA Admin Report Transfer
You may wish to export your own reports for importing into a separate instance. The process
to import reports you export will be the same as the steps in the Loading Templates section.
The permissions required to export reports are the same as for importing reports.
To export report(s):
1. Navigate to the Report Transfer page in Analytics Admin.
2. Click Download.
3. The From Organization will be automatically populated with your instance name.
4. Drag reports/folders from the Available Reports pane and drop them on the Selected
Reports pane.
5. Click Download.
6. Select the name and location to save the exported file.
The definition of the report(s) will be saved in an encrypted xml format.
Exporting Reports Using Report Center

You can export a single report utilizing the action menu of the report and selecting Export.
You can also export up to 50 reports at once using the multiple report selection function.
Check the box next to each report you wish to export and then select the export button. The
export will create a ZIP file of the exported reports.
Validating Reports during Import

Because of the differences in configuration between instances, some report templates might
not work correctly directly after import. Report Validation is a tool that is used to search for
any parts of the report template definition that may not match the configuration of the target
instance. It then assists users with updating the report definition so that it matches the
configuration in the target instance thus allowing the report to run successfully.
To validate a report, locate the report in the report design folders, and then click Validate.
If you have Report Center enabled, you can access the tool via Admin Center and search for
the tool Canvas Validation.
If response is ‘all is valid’ then all criteria has been met and the report requires no
customization.
If errors occur, then you can select from the following options:
● Auto Repair
● Edit
● Delete
Testing Reports
Once reports have been loaded and successfully validated, the final step is to confirm that the
report template is returning results. Ensure the account that you are using to test the report
has the necessary permissions to access the reporting functions. Preview the report, viewing
every page to verify the report is returning all required fields and records.
Note:
Often individuals believe a report has errors when the source of the issue is the
account running the report does not have all the permissions necessary to view
the report correctly.

LESSON SUMMARY

Unit 4
Learning Assessment

X True
X False


UNIT 5 Exploring Appendices
Lesson 1
Configuring SFTP 273
Lesson 2
Reviewing Analytic Tiles 277
Lesson 3
Setting WFA Targets 283
Lesson 4
Reviewing Analytics Workspace 293
Lesson 5
Exploring Canvas Report Components on a WFAP Instance 313
UNIT OBJECTIVES
● Configure the SFTP settings for SFTP report distribution

● Use Analytic Tiles
● Set WFA targets
● Describe Analytics Workspace tools
● Use canvas report components

Unit 5: Exploring Appendices

Unit 5
Lesson 1
Configuring SFTP
LESSON OBJECTIVES
Overview of SFTP Configuration

SFTP Configuration
The goal for this section is to explain SFTP configuration for report delivery.
Why SFTP?
Automated report generation and delivery is a desired configuration for all clients. The report
distributor allows for delivery of report via e-mail and SFTP. As an administrator, to allow for
SFTP delivery, you need to configure the instance to communicate with the SFTP Server.
Required Permissions
In order to complete the configuration, the user performing the configuration must belong to
a role that has the SFTP Configuration Action permission. Permission configuration is covered
in the WFA Permissions Unit.

SFTP Configuration Access

Accessing SFTP Configuration via Admin Menu
The SFTP setup can be accessed by navigating to the SFTP Configuration tool in Admin.
Accessing SFTP Configuration via Report Distributor
Additionally it can be accessing it from the Report Distributor tool. On the Destination tab of a
bundle, there is a link to access the SFTP configuration.

Lesson: Configuring SFTP
SFTP Configuration Screen
To configure the SFTP server, configure the following settings:

● Enable the SFTP Configuration. There should be a tick in the box.
● You may ask your IT team to have the IP Address.
● You need to provide the username and password to the SFTP server.
● Directory is the folder where the files are going to be placed into on the SFTP server. If we
type in a folder name and the folder does not exist on the directory, the system will auto-
create the directory folder. If we want to link it with an existing folder, we can type it here
and if the names match, the files will be placed into that folder.
Click Save.
Note:
Only one SFTP address per customer is currently supported for the Report
Distributor. Jobs scheduled via Report Center’s scheduler can have independent
SFTP configurations per schedule. The report distributor only sends data via the
SFTP protocol. SFTP is more secure than using FTP.
How to Use SFTP with the Report Distributor?

After the SFTP configuration has been set, users can configure their reporting bundles to use
SFTP for delivery. Bundles can be configured with different folder options, which help to
differentiate the output of different bundles.
When setting a Report Distributor bundle to SFTP, the SFTP Folder Setup tab appears for the
configuration of the bundle. You can configure four options:
● Custom: Identify a custom folder name. If chosen and the input is left blank, it will be the
same as setting No Folder.
● Date: The folder name will be the system date in the form of YYYYMMDD.
● Random: 36 letters digits and hyphens (for example:
fb3cb185-0d2f-4675-8a47-669b6bd4fe1b).
● No Folder: Placed in root of the folder set up in the SFTP Configuration.

LESSON SUMMARY

Unit 5
Lesson 2
Reviewing Analytic Tiles
LESSON OBJECTIVES
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. Tile-based dashboards provide a method to
easily collect and visualize multiple Tiles in a single place. Administrators can create and
share these dashboards at targeted user groups.
Note:
For a full list of Standard Tiles, please review the document Standard Tiles
Overview in the SAP Help Portal.
How to Use Dashboards?

1. Navigate to Reporting → Report Center.
2. Select the Action button of the Dashboard in the Report List and click Run. The
Dashboards displayed depend on your company's configuration and the user's role.
3. Use Dashboard Filters to select the People, Datasets, and Filters to be used in the
Dashboards.
4. Click Apply Filters to apply the Dashboard Settings and refresh the data displayed in the
Dashboards.
5. Dashboards are interactive. Click on 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.
6. Click the Links in the list report to take these actions:

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

Lesson: Reviewing Analytic Tiles
Assign Admin Permissions to Manage Tiles and Dashboards
1. Go to Admin → Manage Permission Roles.
2. Select the system administrator role.
3. Click Permissions….
4. Go to Administrative Permissions → Manage Dashboards/Reports.
5. Enable Analytics Tiles and Dashboards.
6. Click Done.
Creating Workforce Analytics Tiles
1. Go to Manage Dashboards → Manages Standard Dashboards and Youcalc Files → Add

From SuccessStore.

2. Select Workforce Analytics Tile and add to your instance.
3. On the Configure tab, set the tile characteristics and click 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 ID’s 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 ID’s 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.

Lesson: Reviewing Analytic Tiles
Assign User Access to See a Tile/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:
1. Go to Admin → Manage Permission Roles.
2. Select the manager role.
3. Click Permissions….
4. Go to User Permissions → Reports Permissions.
5. Enable some/all dashboards or tiles in the section called Analytics Tiles and Dashboards.
6. Click Done.
LESSON SUMMARY


Unit 5
Lesson 3
Setting WFA Targets
LESSON OBJECTIVES
● Set WFA targets
WFA Targets
Selecting a Measure
proactive management.
Target setting is available in the Admin → Target Settings link.
Note:
Access to this tool is granted in Role Based Permissions.

1. To begin, define your measure by choosing Select twice:
2. Selecting a measure from the navigation tree. You can customize which measures display
based upon a selection at the top of the window:
● All: Displays all measures available
● Targets: Displays measures with targets entered
● No Targets: Displays measures without any targets entered
Defining your parameters

Lesson: Setting WFA Targets
3. Once the desired measure is selected, select the dimensions you wish to enter targets
against.
● The Time dimension can be Calendar or Fiscal (if available).
● Structural dimensions include Organizational Unit and/or any additional dimensions

you have implemented.
● Analysis dimensions are optional. Select the desired dimension or set to [All] if you do
not wish to specify one.
4. Select Create to continue.
Accessing Pre-defined Targets
If any targets have already been created for a measure with the same time, structural and
analysis options chosen they will appear instead of the Create button.
These can either be opened for editing or deleted.
Note:
If Analysis is set to [All], all predefined targets for that measure, time and
structural dimension will appear, regardless of what analysis dimension was
chosen.

Choosing your Target Type
The desired target type can be chosen by selecting the appropriate icon.
Setting Thresholds (yellow/near range)
You can use thresholds to display a close to target/near range.

Thresholds can be number or percent range and defined on either side or both sides of target.
1. Enter measure specific thresholds on the Target Setting tab or
2. Enter site wide threshold rules on the Admin tab.

Threshold Examples
Range targets can use all four tolerance types.

Single targets can use the ‘Just Below High’ and ‘Just Above Low’.
Defining your Target Framework
1. Once the desired measure, dimensions and target type are chosen, select Display Options
to enter your targets.
2. Select the Time period(s), structural node(s) and analysis node(s) you wish to enter
targets against.
3. Select Refresh.

4. Enter target values in the table populated (hint: select one or multiple cells).
5. Enter targets as Actuals or adjust by a + or –number or percent. Target will inherit down
the table. (Detail Below).
6. When finished, close the inner or outer window to return to the Target selection screen or
exit Target Setting.

Entering Targets
Choose the appropriate way to enter/update the value:

● Clears a pre-defined target and the inherited targets in any descendants
● Clears a pre-defined target but leaves the inherited targets of any descendants unchanged
● User enters the desired numerical target
● User can change the pre-defined target by a numerical value (+2) or a relative percentage
(+2%)
Note:
The % check box must be checked to increase or decrease the pre-defined target
by a percentage.
Note:
Inheritance applies when entering targets at a parent node for result measures
only. The value entered will inherit downwards to the children of the selected node
(For example, All Gender target will inherit downwards to Male, Female &
Unallocated).

Changing Target Type
Note:
A pop-up warning appears when changing from a range target to any other target
type to prevent the loss of pre-entered targets.
Labels and Tolerances in the Admin Menu
You can change your target labels in the Admin tab.
Site-wide tolerance values can be defined in the Admin tab. On the Target Setting tab, there is
an option to select Use default tolerance set in Admin tab.

Activating Targets in Page Designer Components
Targets must be activated to appear in charts, tables & scorecards.

In components that can access targets, select additional data items in the query screen.
Creating queries is outside the scope of this section.
To activate targets:
1. Enable Targets and Tolerances if desired.
2. Colored semaphores can also be enable in tables and scorecards.
LESSON SUMMARY
● Set WFA targets


Unit 5
Lesson 4
Reviewing Analytics Workspace
LESSON OBJECTIVES
What is Analytics Workspace?
Analytics Workspace has the ability to use analytics capabilities like scatterplot, data
highlighting, significance testing, predictive models, and career trajectory to identify critical
workforce issues. Ability to design initiatives based on evidence and helps to improve the
return on investment of HR activities.
Analytics Workspace consists of 5 tools:
● Scatterplot
● Data Highlighting
● Significance
● Predictive
● Trajectory

Scatterplot Overview
Purpose
Compare two time periods or metrics and visualize the magnitude.
Features
● Users have the ability to quantify a relationship between two measures, or one measure
over two time periods, while also analyzing the strength of that relationship through
correlation and regression.
● Users can exclude outliers based on standard deviations, show benchmarks and targets.
● Users can zoom to focus on a desired areas.
● Users can include in a report.
Usage
Scatter plots are used in conducting correlation comparisons between either two measures
over a single time period or the one measure compared in two different time periods.
Depending on the data spread, there can be a positive or negative correlation relationship
between the two variables. If the data slopes downwards there is a negative relationship and a
positive one if the data slopes upward. For instance in the scatter plot shown we would predict
a positive correlation between total separation rate and voluntary separation rate as the data
appears to have an upward slope. Correlation relationships such as these can be useful in
determining factors which may affect a particular measure or KPI.
Example

Lesson: Reviewing Analytics Workspace
You could look at the relationship between Staffing Rate - High Performers and Customer
Satisfaction to see if there is any statistical correlation between these two measures. Each dot
represents a business unit and the size of the dot is determined by the measure EOP
Headcount. The results are further broken down into three series based on geographic
location which allows for deeper analysis to be conducted.
Line of Best Fit (Regression)

A line of best fit, also known as a ‘trend line’ is utilized to display the general course of
quantitative values over a series of subdivisions. Trend lines are calculated using regression
analysis. Regression analysis employs mathematical modeling to estimate both future results
and present results upon one variable changing. In the example shown, if total separation rate
was 30%, it could be estimated, using regression analysis, that voluntary separation rate
would be around 23%.
A line of best fit is also useful when analyzing scatter plot charts as it allows for the calculation
of correlation.
Correlation (r)
Correlation is a measure of the strength of the relationship between two variables. Namely,
how much would an alteration in one variable affect the result recorded for the other variable?
Correlation values vary from -1 (perfect, inverse relationship), to +1 (perfect, direct
relationship), with a correlation of 0 showing no relationship is present.
Coefficient of Determination (R²)

Measures how well the calculated regression equation fits the data. Ranges from 0 to 1; 0
indicates that equation explains none of the variation in the y axis measure, 1 indicates the
equation explains all of the variation in the y axis measure.
Scatterplot Configuration
There are several areas to configure for a scatterplot:
Options Menu

With the options menu, you can:

● Create a new scatterplot session
● Select a previously saved session to edit
● Save the current session
● Copy the current session to edit
● Share the scatterplot session with Page Designer
● Open a help box detailing the options in the file menu
Query Editor
Query type: Choose between comparing one measure over two time periods, or two
measures in one time period.

For two measures and one time dimension:
1. Select the Measures for the x and y axes
2. Select the Time period
3. Select the Dimensions and Level within the structure
4. Apply filters (optional)
5. Select Benchmarks (optional)
For two measures and one time dimension:
1. Select the Measure to compare
2. Select the Time periods on the x and y axes
3. Select the Dimensions and Level within the structure
4. Apply filters (optional)
5. Select Benchmarks (optional)
Settings Menu
Outlier Removal
● Toggle outlier removal on/off
● Select the number of standard deviations away from the mean outliers need to be to be
removed
Exclude Zero Values

● Exclude points with a zero value on the x axis
● Exclude points with a zero value on the y axis
View Options

● Toggle the regression line on/off

● Toggle the line equation on/off
● Toggle the correlation coefficient on/off
● Toggle the regression line per series on/off (if included a ‘Breakdown Dimension’)
● Indicator type of None, Target, or Benchmark. Indicator is a background to the scatterplot.
Zoom Function
The zoom function enables users to focus in on a particular part of the graph. To return to the
full view, click the Reset button.

Data Highlighting
Purpose
Find problem areas or outliers.
Features
● Join together a lot of different criteria to scan across large datasets.
● Users can include in a report.
Usage
Data highlighting combines one or more expressions to construct a table to identify very
specific examples. Large data sets can be analyzed for specific cases.
Example
You could look for divisions with over 100 staff and where we primarily recruit externally how
successful we are at retaining individuals in critical job roles in their first few years of
employment. This could also focus on short tenure voluntary terminations where the
divisional average is greater than 25%.
This could provide a list of divisions that have many external hires for critical roles but did not
retain the talent. This could be an important factor because of the high cost of hiring
externally.

Data Highlighting Configuration
To start building a search, click on the Add a new expression item in the Options menu. This
will create the initial criterion that defines the data you are wanting to locate. A more complex
search can be created by adding subsequent criteria. Each search criterion is referred to as a
'search expression'. The completed set of search criteria is called a 'query'. Once the search
expressions are defined, click Run Query the current query to show the results.
Add an Expression
Use the Options menu.

Select Measures and Define Search Parameters
When defining the search parameter, select where and comparison operator.
For where
● Values lie in a benchmark range of an internal benchmark: This option will sort all the
measure values for the selected dimension nodes and search for those nodes that fit
within the percentile values stated in the expression. E.g. If 10 dimension nodes are
selected in the query and the search is to find nodes greater than 50%, then the top 5
nodes will be returned.
● Values lie in a benchmark range of the program benchmark: This option compares the
measure values for the selected dimension nodes against the selected program
benchmark and searches for those nodes that fit within the percentile values stated in the
expression.

Select Reporting Unit
Search Options:
● Search the whole structure: This selects all nodes, both parent and children
● Search end-points only. Don’t include parent elements: This only selects the bottom end of
the structure
● I want to select a customized set of elements: This allows you to examine specific
elements and nodes of your choosing
Using Custom Set of Elements

The process of defining this set starts by choosing an element from the explorer at the
bottom of this view. The selected element will become a reference to which other elements
may be added. Which elements get added will be based on the selection made from the menu
which appears when you click the Action button.
An important concept in interpreting some of the available actions is distance. This refers to
the arithmetic difference in depth between the reference element and the associated target
element(s). For example, if you wanted to examine the items immediately below reference
element (the child elements), then a distance of one (1) is required. Similarly, the grand-
children elements are specified by a distance of two (2).
The following provides more detail about the options available from the action menu.
● Add the selected element and all elements below to the specified distance: This option
requires a valid number to be entered in the distance field. It will result in the selection of
the reference element plus all the elements below, down to a level specified by the
distance value.
● Add all elements below the selected element to the specified distance: This is that same as
above but does not include the reference element.
● Add all elements below the selected element which have no elements below them: This
option requires a valid number to be entered in the distance field. It will result in the
selection of the elements below the reference element at a level specified by the distance
value. It does not include the reference element nor does it include any elements at depths
between the reference element depth and the target depth.
● Add all elements below the selected element at the specified distance only: Includes all the
elements below the selected element which have no 'child' elements. These terminal or
leaf elements have no elements existing below them.
● Add the selected element and all elements below the selected element: Includes the
reference element and all elements below it.
● Add all elements below the selected element: Same as above except it does not include the
reference element.
● Delete the selected item from the list above.

Select Time Period
Note:
If you selected to compare two time periods when you were assigning the metric,
you will get a ‘time period to search’ and a ‘time period to compare’.
Filter Results
If required, you may restrict the data to be searched by nominating one or more criteria to
which the search shall be limited.

Note:
Filters are cumulative. Each additional filter will make the search area successively
smaller.
Add Additional Expressions
Add additional expressions to further refine you query. You can add more than one
expression.
Edit or Delete an Expression
Select Edit Expression to return to that expression or Delete Expression from Query.

Filter Options
Filter to only display a top or bottom number of records.
Manage Saved Data Highlight Queries
The completed query can be saved for later use if desired. To achieve this, there are two
options in the Edit menu that allow you to enter a name that you can use to recognize the
query in the future. The queries that you may have stored earlier can be accessed by clicking
on the Open a previously saved query item in the Edit menu. These queries may be edited and
re-saved (under the same name, using Save the current query) or modified and stored as a
new query (under a different name, using Save a copy of the current query with a new name).

Significance Testing
Purpose
Test the statistical significance of a metric result.
Features
● Determine the likelihood a value is different due to chance
● Adjust the level of significance percentage
● Support breakdowns
● Users can include in a report
Usage
Used to determine if the results of an analysis by dimensions is statistically significant. The
chi squared test determines the probability that the difference between dimension nodes is
due to chance or is dependent on the selected node of the dimension.
Example

You might be interested in low tenured turnover within your organization. The graph
highlights the proportion of total employee initiated terminations involving employees with
less than one year’s tenure. It appears that a number of business units have high rates of low
tenured turnover. We are interested in determining whether or not less than one year tenure
turnover as a proportion of all tenured turnover is significant. In this example, they are
significant, but we also want to understand if that is significant across selected business units.
Predictive
Purpose
Build a predictive model to be applied to a workforce plan.
Features
● Support for filtering of metrics of dependent and independent variable

● Controllable time granularity

● Preview Mode to compare changes to the current model
Usage
Used to determine if a particular metric is a driver of productivity. The independent variable
will be used derive a predicted value which can be compared with actual results. If that values
are close, you can determine that a critical measure to predicting productivity.
Example
This chart predicts whether Operating Profit can be explained by the changing population in a
critical job roles. The historic trend for Operating profit is indicated by the blue line. The green
line indicates the predicted value for Operating profit based on the change in the headcount in
critical roles. The closer the two lines are to each other the closer the relationship between the
two variables.
This type of analysis allows us to determine what the key drivers of organizational outputs (in
this case revenue) are. Understanding these relationships allows us to make more confident
predictions around future demand forecasts.

Trajectory
Purpose
Visualize the career trajectory of the workforce.
Features
● Visualize groups or individual employees
● Configure a target zone
● Perform regression
● Users can include in a report
Usage
Visualize career trajectory of the workforce by group or individual. Magnitudes can help
visualize the difference in desired and actual outcomes.
Example

You may want to look at what is the optimal career promotion path based on organizational
tenure for managers. You may also want to understand how this varies by the number of
people in each. The example shows managerial job grades from 1 up to 8. The shaded target
zone shows the optimal timeframe over which we want individuals to advance the M4 level.
So, in the best case individuals would reach that level in 5 years and in the least optimal case
in 8 years. Overlaying this target area on the actual data points allows us to analyses actual
promotion trends in the workforce by grade and location.
LESSON SUMMARY


Unit 5
Lesson 5
Exploring Canvas Report Components on a
WFAP Instance
LESSON OBJECTIVES
Image Component
Adding an Image Component
Use the fly out menu or right click on the blank page to add an image:
Company Logo: Add the preconfigure company logo used in the WFA portal.
Upload Image: Select a saved image to upload to the report.
Company Logo Component
Purpose
Add the preconfigured company logo used in the WFA portal.
Example

Include the company logo in a custom report built by the report developer.
Configuration
Company Logo does not require any configuration. Once added to the page, you can drag the
logo to the appropriate location.
Note:
The image cannot be resized.
Image Component
Purpose
Add an image saved image to the report.
Example

Lesson: Exploring Canvas Report Components on a WFAP Instance
Include images in a report, including using images for backgrounds, headers, page numbers
and links.
Configuration
1. Add the image component.
2. Select Edit to configure.
3. Select Browse… to select the file.
4. Click Load to upload the image.
5. You can preview the file in the edit screen.
Once the image is added to the page, you can drag the logo to the appropriate location.

Note:
The image cannot be resized.
Text Component
Adding a Text Component
Use the fly out menu or right click on the blank page to select the following text types:
● Simple Text: Link to reports and measures
● Rich Text: Multi-line text
● Explain Text: Insert standard measure formulas and descriptions
● Workforce Planning Explain Text: Insert standard WFP explanations
Simple Text Component
Purpose
Add simple text and simple images and link to reports and measures.
Example

Include images in a report, including using images for backgrounds, headers, page numbers
and links.
Configuration
1. Add the component.
3. Configure the text and icon settings.
4. Adjust the font formatting.

5. Add linking options as necessary.
6. Adjust the text size and placement on the page.
You can configure links for Dynamic Tokens, Reports, Measures and Resources.
Dynamic Link: Jump to a variety of pages within the SuccessFactors HXM suite, such as
administrative tools, Reporting Tools, Home Page links, and perform navigation actions.
Report (& Page): Jump to a specified existing report and page.
Measure: Jump to the specified measure standard measure view.
Resource: Jump to a resource document.
Rich Text Component
Purpose
Add multi line individually formatted text to a report. You can include user editable text.
Example

Include titles and paragraphs of commentary about the report and its figures.
Configuration
3. Configure the text, including tokens if necessary.
5. Mark as user edible as necessary.
Explain Text Component
Purpose
Insert standard measure formulas and descriptions.
Example

The standard metrics pages include the description of the metric. Additionally, the Explain
button includes definition, description, formula and purpose.
Configuration
3. Select the Measure.
4. Select the item to display.

Explain Text (Workforce Planning) Component
Purpose
Insert standard WFP explanations.
Example
You can include textual components from a workforce forecast, for example you can include
the details selected during the creation of the forecast.
Configuration

3. Select the Forecast.
4. Choose the Forecast Level (structural dimension) or allow selection at runtime.
5. Select the Item to display.
Table Component
Adding a Table Component
Use the fly out or right click on the blank page to select a table type.

Table (Published Data) Component
Purpose
Add a table based upon a query or pivot from a variety of data sources.
Example
The workforce mobility scorecard includes a table of published data for multiple measures
displayed quarterly for the last two years.
Configuration

2. Select Edit Query.
3. Create a New Query 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 materials.
4. Adjust the size and placement on the page.
5. Adjust the formatting using the edit components panel or edit formatting link.
The following query types are supported:

● Queries: Queries created with Query Workspace using the Workforce Analytics data
source.
● Pivots: Pivots created with Pivot Query Designer. Pivots can be based on the Live (ad hoc)
data source or Replicated (realms) data source. The underlying query could have been
created via Detailed Reporting, Advanced Reporting or Ad Hoc Reports.
● Significance Queries: Queries created with Significance testing in the Analytics Workspace
using Workforce Analytics data source.
● Investigate: Queries created with Investigate using the Workforce Analytics data source.
The queries must be created directly in investigate.
Note:
If Report Center is enabled, you can only create new queries or select from queries
created before Report Center was enabled.
Composite Query Table Component
Purpose
Add a table that combines multiple queries and formulas into a single table.
Example

The business beyond bias SuccessFactors standard report displays the headcount change
and percent change for the age distribution of females over the last 2 years.
Configuration
Add the component
1. Add the component
2. Select Edit.
3. Build each segment of the composite query, you can use queries and formulas.
4. You can preview the output using the Options menu.
Composite tables are segment based and are hence constructed by placing query and
formula segments vertically or horizontally adjacent to one another. Hypothetically a user can
create an unlimited number of adjacent segments provided they follow some simple rules.

Note:
The key rule to building a composite table is that all segments in a segment
column must share the same query columns and similarly, all segments in a
segment row must share the same query rows.
Although this may seem confusing it is relatively straight forward. Composite
tables are created on the premise that each segment will always share the same
vertical or horizontal headers, thus adjacent segments cannot diverge in their row
or column categories. It is important to remember this when building each
segment so that the same dimensions and qualifiers are used, and as a
consequence the columns/rows line up correctly. For example:
Creating a query segment

1. Create a new query segment in the table:
● To create the first query segment, right click on the rectangular field in the top left of
the table canvas and select Add Query.
● To create a new segment, right clicking any of the four grey tabs surrounding an
existing table component and choose Add Query.
2. To add or edit queries for a segment:
● To create a query, right click the blue shaded area bounded by the four grey
component bars and choose Edit.
● To select an existing query, right click the blue shaded area bounded by the four grey
component bars and choose Select.
3. Select the appropriate query or Create a query utilizing the Query Workspace tool. Using
query workspace is covered in another section.
Hint:
You can also duplicate queries using the built in Copy / Paste functionality. This
can drastically reduce the time required to build complex tables that use multiple
but similar segment components. For example, if you were creating a table that
incorporated 2 or more measures under the same organizational unit tree path, it
would be more practical to create the first query segment, copy it, and simply
edit the measure in the subsequent query segment while leaving everything else
constant.
Creating a formula segment

1. Create a new query segment in the table by right clicking any of the four grey tabs
surrounding an existing table component and choose Add Formula.
2. Complete the Formula configuration fields.
Expression: The expression field is where users define the formula expression. More detail in
this section later.
Caption: The caption is simply a text field where a user can denote the format of the formula
segment heading.
Column/Row span: These fields are applicable for multi-segmented tables. In some cases you
may want to include more than one segment within the formula calculation, and by entering
integers in these fields users can span formula calculations across multiple segments. For
example you may want to include a total row for 3 separate queries that are set as a single
column. You could configure the segment column span to 3.
Format: The format field allows users to change the units of measurement displayed for the
calculated results of formula segments.
Completing the table:
1. Create all the segments using queries and formulas.
2. Adjust any formatting using the Options menu.
3. Hide any segments from being displayed in the final table using the Hide button. This is
useful when only displaying the outcome of a formula. For example, only display the
percent change of a metric over 2 different time periods.
Note:
Composite tables can be displayed as a chart with a chart component.
Setting Formula Expressions

Expression: The expression field is where users define the formula expression.
In the formula expression, always refer to each segment as “SUM(RnCn)”, n = segment

number. Examples:
● SUM(R1C1)
● SUM(R1C1)+SUM(R1C2)
● (SUM(R1C1)+SUM(R1C2))/SUM(R1C1)
To refer to individual columns within a multi-column segment use “RnCn[column number]”

Examples:
● R1C1[1]+R1C2[5] would add the first column of the first segment with the fifth column of
the second segment.
● R1C1[1] * R1C2[1] * 2.4 would multiply the first column of the first segment by the first
column of the second segment by 2.4.
Here are five visual examples of Composite Table Formulas:



Data Highlight Table Component
Purpose
Add a table that displays a data highlight created in Analytics Workspace.
Example

You could include in a custom report on retention of high potential employees the 5 locations
with the highest voluntary termination rate of high potential personnel.
Configuration
3. Select the query created in data highlighting of Analytics Workspace.
5. Adjust the formatting using the edit components panel or edit link.
Note:
The query must be created in Data Highlighting. For instructions on creating the
query, please refer to that section.

Table (Static Data) Component
Purpose
Add a table that includes data from an external spreadsheet.
Example
You could include in a custom report on retention of high potential employees the 5 locations
with the highest voluntary termination rate of high potential personnel. You may want to
include data for the priority of addressing the issue and the data could have been extracted
from an external system to a spreadsheet.
Configuration

Adding the Static Data Component
2. Select Edit.
3. Select New under Query.
4. Include a Caption for the data.
5. Browse for the desired Excel spreadsheet. Upon finding the correct spreadsheet, select
Upload.
6. After the data is validated, selecting Proceed will add the spreadsheet as a ‘Stored
Dataset’. Click Close.
7. In the data options, click Select to choose the saved spreadsheet / dataset.
Note:
Once the spreadsheet is loaded, the data is kept as a stored dataset and can be
reused.
Changing the underlying spreadsheet does not update the stored dataset.
Creating the Excel spreadsheet

Correct Method:
1. Ensure it is on the first sheet.
2. When creating columns, ensure that headings contain text, or else they will be regarded as
Data.
3. If creating a chart, 1 Column and 1 Row will populate the Chart correctly, more than one of
each will not.
4. All data must contain only numbers, or it will not be populated correctly.
5. Ensure it is in the top Left corner.
6. Ensure the Space A1 is left blank.
Incorrect Configurations:
● Use of multiple sheets.
● Use of merged cells.
● System will interpret numbers (even when changed in Formatting to time for example) as
Data.
● Use of numbers with letters will be misinterpreted.
● Created anywhere except the top left corner.
● Using multiple levels of headings will be misinterpreted.
● Use of percentages cannot be used as the data will be misconstrued.
Table (Workforce Planning) Component
Purpose
Add a table to display table information in an existing workforce planning forecast.
Example

You can include tabular components from a workforce forecast, for example you can include
the gap calculation of the forecast.
Configuration
2. Select Edit.
4. Select the Context Type (Demand, Supply, Gap, Action Planning, or Costing and Impact)
and the associated level of table details.
6. Configure the additional settings, based upon the selection of Forecast Context Type.

Note:
Some configuration options are dependent on the selected context type.
Scorecard Table Component
Purpose
Add a table that displays key measures and associated benchmark and target data.
Example
You can create tables to display key metrics and the benchmarks associated with them.

Configuration
Add the Scorecard
2. Select Edit.
3. Set the scorecard type to Custom.
4. Select the method to add measures (category or individual measures)
5. Add measures / categories to the scorecard.
Adjust the display options

Table display options can be configured:
1. Selecting these options allow for the Categories and Sub-Categories to be shown on the
table in addition to the Measure name.
2. Selecting this option will allow you the ability to drill in with respect to the Time Period on
site.
3. Select to change any of the chart’s more detailed format options such as colors and
labels.
Adding Target and Benchmark Data:
1. Allows you to select and highlight specific Benchmarks and Targets (described next).

2. Show a column displaying the desired result which is derived from benchmarks and will
display the percentile (25th, Median or 75th result) that lies within the determined desired
range.
3. Insert a spectrum based on either Targets or Benchmarks for each measure chosen in the
scorecard.
4. Configure the Scorecard legend component.
Understanding Additional Data Items
Benchmarks: Benchmark values for a measure may be included in the results. Select the
benchmark values you wish to include using the checkboxes.
Targets: Target values for a measure may be included in the results. Target values are
established for measures using the Target Maintenance functionality.
Highlighting: Benchmarks and Targets highlighting will each add another row/column. The
selections Inside desired range, outside desired range, Near desired range and N/A select
what data will be shown in the results. If a value is not selected to be displayed, then it will not
be displayed even if a cell meets the criteria. This allows for only certain results to be
highlighted.
Extensible Scorecard Table Component

Add a table that can incorporate custom data highlighting and static data.
Example

Extensible scorecards provide more flexibility to create tables that include data not included
directly in the WFA data source.
Configuration
Add the Scorecard:
2. Select Edit.
3. Clicking this box will set the default time measure from Annualized to Actualized (YTD).
4. Select the method to add measures (category or individual measures).

5. Give the group of measures a name, so they appear as a category heading.
6. Select Column to include other columns.
Adding Columns
Adding Published Data Column:
1. To add a published data column, select Dimension Node.
2. Use the text box to give the column a labe.l
3. Select Show Dimensions Tree.
4. Select the dimension node to populate the data column.
Adding a Data Highlight Column:

1. To add a column with custom highlighting, select Highlighting.
2. Use the text box to give the column a label.
3. Select Show Dimension Tree to expand the conditions selection.
4. Select which column you wish to link the data highlighting. This defines what data the rules
you are about to create look at to determine the highlighting result.
5. Select a measure to begin entering the highlighting conditions.
6. Select the colored range to enter ranges against- Desirable (Green), Near Desirable
(Yellow), Undesirable (Red).
7. Enter a numerical value in Greater Than and/or Less Than.
Note:
You can add multiple conditions for each color.
Adding a Static Data Column:

1. To add a column of static data, select Static Data.
2. Use the text box to give the column a label.
3. Select a measure to begin entering the static data.
4. Once you have selected a measure, enter a value of static data you wish to appear in a
column next to this measure.
5. Edit the format of the data needed to output.
Formatting examples:
● For a 2 decimal place number enter “0.00;-0.00” (positive; negative).
● For a 2 decimal percentage enter “0.00%;-0.00%” (positive; negative).
● For “40%”, enter “.40” in the Value and “0%;-0%” as the Format.
Filters
1. To add a filter, select the entire scorecard or a node.
2. Select the dimension node for the filter and click Add.
Nested Columns

You can create multiple categories of measures, as well as multiple levels of columns. In the
example, the measures have been displayed separately for the gender in the finance
organization units.
List Report Component
Purpose
Add a table based upon a query of the live (ad hoc) or replicated (realms) data sources.
Example

The SuccessFactors standard report for Recruiting – Requisition Status lists individual
requisitions, their status, and related fields.
Configuration

4. Adjust the formatting.

● Detailed Reporting: Queries created with Detailed Reporting using the Live data source.
● Advanced Reporting: Queries created with Advanced Reporting using the Replicated
(realms) data source.
Note:
You cannot create new Ad hoc, you must select existing ad hoc reports.

Chart Component
Adding a Chart Component
Use the fly out menu or right click on the Blank page to select a Chart Type.
To add a WFA query from Query Workspace or Investigate, use Chart view based on published
data.
To add a chart that includes benchmarking data, use Chart view showing benchmark lines.
Chart (Published Data) Component
Purpose
Example

The standard measure views include charts based upon WFA data. The two charts above
represent termination rate plotted versus year and age distribution.
Configuration
● If you choose to Create a New Query, the details on how to create queries are located in

source.
● Pivots: Pivots created with Pivot Query Designer. Pivots can be based on the Live (ad
hoc) data source or Replicated (realms) data source. The underlying query could have
been created via Detailed Reporting, Advanced Reporting or Ad Hoc Reports.
● Significance Queries: Queries created with Significance testing in the Analytics

Workspace using Workforce Analytics data source.
● Composite Queries: Composite Queries Components added to the page. Creating

composite queries is discussed in the table components section.
Note:
Chart (Workforce Planning) Component
Purpose
Add a chart to display table information in an existing workforce planning forecast.
Example

You can include chart components from a workforce forecast, for example you can include
the gap chart of the forecast.
Configuration
2. Select Edit Formatting.
4. Select the Context Type (Demand, Supply, Gap, Action Planning, or Costing and Impact)
and the graph type.
6. Configure the additional settings, based upon the selection of Forecast Context Type.

8. Adjust the formatting using the edit components panel or edit formatting → advanced link.
Note:
Some configuration options are dependent on the selected Context Type.
Capabilities Chart (Workforce Planning) Component
Purpose
Add a chart to display capabilities information from an existing workforce planning forecast.
Example
You can include a chart of the capabilities information for a particular analysis dimension and
level, for example you can include the current state of Senior Executive for all locations of the
forecast.
Configuration

2. Select Edit.
5. Choose the Analysis Dimension to display the capabilities.
7. Adjust the formatting using the edit components panel oredit → advanced link.
Benchmark Chart (Published Data) Component
Purpose
Add a chart based upon a query of WFA data that can include benchmark data.
Example

The standard measure views include charts based upon WFA data. The left chart above
represents termination rate displayed with the benchmark values for 25, 50, and 75
percentiles overlaid the organizations’ result.
Configuration
3. Create a New Query in Query Workspace or select a Pre-existing Saved Query.

4. In the query editor, select Edit → Additional Data Items.
5. Select the desired Benchmark information, discussed below.
Note:
Benchmark Charts use queries created with Query Workspace only.
Positioning: This option determines whether the additional data items selected for inclusion
on the query are shown on the Rows or on the Columns in the results.
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.

Target Chart (Published Data) Component
Purpose
Add a chart based upon a query of WFA data that can include target data.
Example
A custom report can include a chart comparing the result with the configured targets set by
an organization.
Configuration

Note:
Benchmark Charts use queries created with Query Workspace only.

Positioning: This option determines whether the additional data items selected for inclusion
on the query are shown on the Rows or on the Columns in the results.
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.
Scatter Plot Chart (Published Data) and Scatter Plot Chart (Analytics Workspace)
Components
Purpose
Add a scatter plot chart by building the query on the page or selecting an existing query from
analytics workspace.
Example

A custom report can include a chart displaying the relationship between two measures, for
example the relationship between the male-female staffing ratio and employee engagement.
Configuration
2. Select Query.
3. Create a New Query (Published Data) or select a Pre-existing Saved Query (Analytics
Workspace).
the analytics workspace documentation.

Trajectory Chart (Analytics Workspace) Component
Purpose
Add a career trajectory plot from an existing query created Analytics Workspace.
Example
A custom report can include a chart that analyses the career paths of groups or individuals
with the company and to design the optimal trends for career advancement.
Configuration

2. Select Query.
3. Select a Pre-existing Saved Query from Analytics Workspace.
the analytics workspace documentation.
Legend (Published Data) Component
Purpose

Include a chart legend with additional formatting options.

Example
A custom report can include a legend for a chart, yet have greater control over the placement
and formatting as compared to including the legend on the chart component itself. For
example a border can be included.
Configuration
2. Select Edit.
3. Adjust the Reference Component to identify the chart component that is the basis for the
Legend. The legend will display the series for that chart.

5. Adjust the formatting using the edit components panel or Edit → advanced link.
Multi Data Source Chart Component
Purpose
Add a chart with two measures displayed as a single chart, each with a corresponding Y axis.
Example
For a custom report, you include the male to female staffing ratio overlaid on the current
headcount of each location. You can visualize which location is having the largest impact on
the ratio.
Configuration

2. Select Edit Formatting.
3. Create a New query or select a Pre-existing Saved Query for the Left Y Axis.
4. Create a New Query or select a Pre-existing Saved Query for the Right Y Axis.
● If you choose to Create a New Query, the details on how to create queries are located in

source.
Note:
You must ensure the columns (X Axis) in both queries are exactly the same.
Waterfall Chart (Published Data) Component
Purpose
Add a chart to display the underlying measures that result in the change from one measure to
another.
Example

In the Workforce Mobility Scorecard standard report, a Waterfall chart displays how the
headcount of the organization is has shifted in the last year.
Configuration
2. Select Query.
3. Add the start and end measures.
4. Include measure displayed for Positive Changes.
5. Include measure displayed for Negative Changes.
6. Add the time and structural dimension for the query.

Tree Map (Heat Map) Component
Purpose
Add a map display to interpret large samples of data based upon a color scale.
Example
This report visual allows large samples of data to be easily presented in a two dimensional grid
style map that is easy to read and interpret. One measure (EOP Headcount) determines the
size of the boxes. A second measure (Termination Rate) determines the color scale.
Configuration

2. Select Query.
3. Select each required measure and dimension the right, then select the appropriate node
on the left measure and dimension tree. The measure and dimensions are explained
below.
5. Adjust the formatting using the edit components panel or edit link
Tree Map Query

Primary Measure: The primary value to compare. Controls the area of the building blocks. The
higher value will make the area larger.
Secondary Measure: The secondary value to compare. Controls the color of the building
blocks.
Time Context: The time context to use.
Dimension Node(s): The dimension nodes on which to compare the values. Several nodes
may be selected, but they have to be from the same dimension. By default shows children of
selected nodes as maps and children of each map as building blocks. For example: selecting
APAC dimension node will create a tree map containing Australia, China, Japan etc, each of
which has building blocks made up from their children. I.e. Australia might consist of
Brisbane, Sydney and Melbourne.
Split By Additional Dimension Node: Will create the building block from this dimension instead
of using the default. For example: selecting APAC dimension node and Gender as additional
dimension node to split by will create a tree map containing Australia, China, Japan etc, each
of which has building blocks made up from Gender (i.e. male, female and unallocated).
Filter: The dimension node to filter by.

Chart 2.0 Component
Use the fly out menu or right click on the blank page to select a Chart 2.0, also called high
charts.
High Chart Component
Purpose
Example

In the Workforce Mobility Scorecard standard report, a several high charts displays key
mobility metrics as trend charts.
Configuration

source.

● Pivot Queries: Pivots created with Pivot Query Designer. Pivots can be based on the Live
(ad hoc) data source or Replicated (realms) data source. The underlying query could have
been created via Detailed Reporting, Advanced Reporting or Ad Hoc Reports.
● Investigate: Queries created with Investigate using the Workforce Analytics data source.
The queries must be created directly in investigate.
Note:
High charts are very similar to Chart (Published Data) except for some formatting
options.
Gauge Component
Adding a Gauge Component
Use the fly out menu or right click on the blank page to select a Gauge Type.

Gauge (Benchmark Spectrum) Component
Purpose
Add a gauge based upon a benchmarked metric in WFA.
Example
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.
Configuration

2. Select Select Query.
3. Create a New Query in Query Workspace or select a Pre-existing Saved Query. They query
need to include the measure with a target.

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.
Gauge (Target Spectrum) Component
Purpose
Add a gauge based upon a WFA metric with a target.
Example

A custom report can include a gauge with the organizations value in comparison with their
target.
Configuration
● If you choose to create a new query, the details on how to create queries are located in
4. In the query editor, select edit → Additional Data Items.
5. Select the desired Target information, discussed below.

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.
Spectrum Legend Component
Purpose
Include a gauge legend.
Example

A custom report can include a legend for a gauge. A report designer can determine if the
gauge is needed for the particular report.
Configuration
Note:
The Spectrum Legend component does not have any configurable formatting.

Add a Data Source Component
Use the fly out menu or right click on the Blank page to add data sources.
Composite Query Data Source Component
Purpose
Add a chart based upon a composite query to a report without displaying the query data.
Example

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.
Configuration
Add the component
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.

Add Miscellaneous Components
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
Note:
Transition Diagrams and Transition Tables are only available on portals that have
implemented the Talent Flow Analytics Module and are not covered in this
document.
Hover Menu Component

Purpose
Create a navigation menu on a report page.
Example
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.
Configuration
2. Select Edit.
3. Click 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?: Display 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.
Navigator Component
Purpose
Create a menu to select Dimensions on a report page.
Example
In the report, a component was added to the page allow 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.
Configuration

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.
Dimension Actions
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.

Measure Index Component
Purpose
Add a menu to access standard metric views to a report page.
Example
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 and in a variety of formats.
Configuration

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 orders
● Style: Configure category and measure textual styles (font color, size, etc)
Custom Measure Index

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 support custom sort order.
To create a custom measure index:

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.

Note:
If you add WFA categories to a custom category, you can choose how the WFA
category is saved in the index. If save as a category, new measures added to the
WFA category will automatically appear in your index. If you save as a measure, no
measure will not appear in the index.
LESSON SUMMARY

Unit 5
Learning Assessment

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SAP SuccessFactors Workforce Analytics Administration

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SAP SuccessFactors Workforce Analytics Administration

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HR886

SAP SuccessFactors Workforce

© 2023 SAP SE or an SAP affiliate company. All rights reserved.

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American English is the standard used in this handbook.

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vii Course Overview

1 Unit 1: Introducing the Course

3 Lesson: Introducing the Course

7 Unit 2: Exploring SAP SuccessFactors People Analytics

9 Lesson: Reviewing People Analytics

25 Unit 3: Applying Workforce Analytics

26 Lesson: Navigating the Basics of Workforce Analytics

161 Unit 4: Administering Workforce Analytics

163 Lesson: Assigning WFAP Roles and RBP Roles

271 Unit 5: Exploring Appendices

273 Lesson: Configuring SFTP

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● Describe the general information about the course

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SAP SuccessFactors Community

Data Protection and Privacy Features

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Portal Name Portal Link

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1. I have reviewed the content of this unit.

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● Describe SuccessFactors People Analtyics

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People Analytics Overview

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SAP SuccessFactors People Analytics

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Measuring the Value of Data Is Different for Reporting vs. Analytics

The value of reporting and analytics are different:

Reporting and Analytics, a comparison:

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People Analtyics Reporting with Stories

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● Create and configurable dashboards with drag and drop

People Analytics: Workforce Analytics

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Self Service Analytics

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Workforce Analytics Overview

Key Features of Workforce Analytics

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WFA Utilizes Real, Relevant Benchmark Data

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WFA Investigate: Interactive Analysis Tool

The Investigate Tool:

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WFA Standard and Custom Reports: Quickly Access Meaningful Reports