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Creating YouCalc widgets in SAP SuccessFactors Compensation


SalaryWidget_b1502_v02 Standard.jpg

Compensation widgets are a graphical representation of certain key data in the metrics section of a compensation worksheet.

Basically, there are standard compensation salary widgets to integrate to your template. But in some cases, due to customer requirements, these three charts might be useless. However there is one feature allowing you to replace this standard widget by a custom one.

In this post, i will show why it’s a really added value in compensation.

How it works:


A minimum knowledge of compensation module is needed. This part is covered in THR86 (SAP SuccessFactors Compensation) and THR87 (SAP SuccessFactors Variable Pay).

Another domain within you needed to be familiarized is YouCalc. For more information please refer to the Compensation Implementation Guide.

Dashboards and YouCalc Files can be maintained through admin center: One Admin > Reporting > Manage Dashboards > Manage Standard Dashboards and YouCalc Files.

Manage Standard Dashboards and YouCalc Files.jpg

Here you have a list dashboard and youcalc, the column Type with “Standard” indicates that it’s a dashboard imported from Success Store, “Custom” means that Dashboard has been uploaded from Custom YouCalc File. Product must be compensation in our case but there are plenty of possibilities, Dashboard, tile, recruitment, employee central…

Youcalc files have epix extension, the specificity of a custom compensation widget is that connection model is based on the compensation template:

This can be noticed in the App Type property of your epix file.


    <property name=“gridSize” type=“INTEGER” value=“100”/>

    <property name=“appType” type=“STRING”><![CDATA[compensation]]></property>


As XML can be complex to read and write, SuccessFactors give to partners the tool YouCalcBuilder which allows you to open/modify a epix file for editing and adapting to your own logic (the youcalc builder tool is not available to clients. Only Partners can use this tool and they get it for free).

Now, let’s enter into the YouCalc part:

For this example, we will use the standard compensation with added label widget.

Standard widget with labels.jpg

After deploying this youcalc on your instance, you can see that middle chart has two scroll bars. It’s normal, it’s because there is too much info for a too small area in widget.

There are several solution if you want to arrange this layout like increasing the height. Here, I’ll show you another easy workaround solution.

We will also arrange the right chart where two texts collide.

So download widget from your instance, save it locally and open it with builder.

Edit properties of YouCalc visualization “Table Matrix” and unflag “Wrap Text” in the Options section.


Then change properties of HighCharts Visualization “Chart Merit Increase”, section Options, subsection Title and align parameter to “Center”.

Save your file. Once you (or your SF consultant) have finished custom youcalc, you just have to import it through one admin; create a new one with the button “Upload Custom YouCalc Files”. Finally modify appID in your compensation template:<comp-youcalc-application appID=”447″ appDisplayHeight=”200″ showInExecutiveReview=”true”>.

Do the same test than previously and check the difference in layout:

Standard widget with labels layouted.jpg

Second chart has no more vertical scroll bar and title of third chart has been centered.

If you want to investigate a bit more how compensation youcalc is made at the connection level, you can check how table Main Data & Data_RatingScale are filled:

Connection Model.jpg

You’ll find also information about input entries, local set of test datas used during the preview.

Case study:

After a presales demo, one of my customer was very interested by YouCalc technology and the idea of embedding charts in the compensation plan. As it wanted to integrate its own charts with specific requirements, a new widget was needed.

initial global view.jpg

This screen shows you the final result, custom widget is used in the compensation and executive review.

There is an individual chart (on the left) and a team chart (on the right).

team view jpg.jpg

The right chart is a scatter plot. This mathematical diagram uses matrix to display two variables for a set of data, in this case: compa-ratio and HayGrade (technically, it’s the pay grade). Each dot represents an employee, Haygrade is the X axis and compa-ratio the Y axis. The name is printed when cursor move on a dot. It’s also possible to zoom in the chart and visualize an area with better granularity. At the top level, this chart shows almost a thousand employees. With this chart, planners and reviewers can check the homogeneity of compa-ratio’s distribution, analyse trend and see standard and abnormal deviations.

Concerning the individual view, this chart is used to analyse specific individual employee. Planner select employee through a listbox.

It’s composed of three lines showing quartiles of average salary of each HayGrade and each country (green Q1, red Q2, blue Q3). They are refreshed every time that user switch employee according his country, currency and job family. Coordinates datas of quartiles are stored in custom MDF (EC) or in compensation vlookup table (non-EC).

Purple circle indicates the salary in the right abscissa. Planner can compare current salary deviation in the local employee’s currency.

individual view jpg.jpg

In conclusion, we can say that custom widgets give a new dimension to your compensation process.

It offers to user a new metrics insight in an easy-to-consume way with the following advantages:

  • Fit your widgets according the customer desires/needs
  • Use all the features of YouCalc (zoom, filter, list box, translation…)
  • Immediate and real time data.
  • Data manipulation according your own logic;
  • Visualize compensation metrics of your choice in a customized graphical view (pie, scatter, multi-series).

Attention point:

  • A new YouCalc widget asks analysis, development, testing phases. This cost must be added to an initial comp budget.
  • Maintenance and warranty period might be also a critical monetization aspect.

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      Author's profile photo Chris Wilpert
      Chris Wilpert

      Great article Vincent! Didn't build a Comp YC Widget yet, but can underline that a lot of customers are interested in this from RCM, G&P and EC.

      Article about YouCalc: Visual Reporting with Dashboard 2.0 Reports In SuccessFactors

      Video about YouCalc: Dashboard 2.0 With YouCalc Dashboard Builder

      Recruiting Dashboard Out of the Box Demo: iProCon Recruiting Dashboard

      Author's profile photo Former Member
      Former Member
      Blog Post Author

      Hi Chris, thanks for interesting links. I'm glad you liked the article. I see indeed a lot of potential with YouCalc.

      Two remarks: Custom widgets in module (like Comp, EC, Recruitment…) are limited in term of place, we can only add it in a predefined area/location, for the moment, not all modules support that.

      The second thing you need to pay attention is the connection model (<property name="appType" type="STRING"><![CDATA[compensation]]></property>), for example in compensation widget, you can only use compensation data; but this can be bypassed by ODATA.

      For Dashboard & Tile, they are fully customizable.

      Author's profile photo R. Leijten
      R. Leijten

      Thank you for the great article, would be quite usefull in the future for us.

      Do you know how i could get this YouCalcBuilder tool, cause i cannot find it through the normal channels.

      Author's profile photo Former Member
      Former Member
      Blog Post Author


      This can be found on JAM group "youcalc", (access are granted by admins &

      KR Vincent

      Author's profile photo R. Leijten
      R. Leijten

      Vincent, thank you for your reply, I am now working with the youcalc builder.

      Quick question though. I already got the rating values to reflect as lables for the first and last widget, but somehow I cannot get this to work for the pay/performance matrix. Could you tell me how you did this?

      Kind regards, Ruth

      Author's profile photo Former Member
      Former Member


      Nice article, I have been using YouCalc for a while now, love the tool, but I do have a question on the dropdown. What function do you use to get the selected value from the dropdown out in a normal cell? I am refering to the last graph where it says Bernard.

      Thanks in advance,

      kind regards,


      Author's profile photo Former Member
      Former Member
      Blog Post Author


      Hello David,

      For this kind of specific question, I suggest you to join and post on jam group “youcalc”. It is a community of experts in YouCalc (I’m active on this jam group), you can find and have help there.

      KR Vincent

      Author's profile photo sameer govekar
      sameer govekar

      Hello David ,


      Could you please let me know if i can be a member of this youcalc group?  we have actually started upgrading to report story of the people part , but still there are some requirements till we fully upgrade the landscape , so wanted to explore more on the youcalc tool. Please help in getting access to the youcalc builder.