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Using PAEE for creating dazing dashboards and reports from LMS data

PAEE (People Analytics Embedded Edition) becomes the main tool for creating dazing, interactive dashboards and reports in SAP SuccessFactors HCM suite. While other modules are already embedded in PAEE, the SuccessFactors Learning module (LMS) is about to be embedded to PAEE only at the end of 2021.

In this article we will demonstrate a way to satisfy the need of LMS administrators and managers for practical yet easy to use interactive learning data dashboards using PAEE. This is done by exporting data from standard LMS csv reports to custom MDF object, then making this object reportable and discovered by PAEE.

Before you start make sure you have:

  • Full super admin permissions to SAP SuccessFactors suite
  • EC and LMS modules are enabled
  • Full LMS admin credentials
  • Integration center permissions
  • SFTP credentials
  • PAEE and IAS are activated (make sure that you can create reports form standard schema data)

 

Important note: you should have knowledge in EC and LMS module, configuring integrations in integration center. Also, you should be familiar with PAEE.

 

Here are the steps you should follow:

In LMS module:

  1. Create report in LMS or use standard report
  2. Schedule the report export to SFTP

In EC module:

  1. Create custom MDF object to hold the LMS report data
  2. Make the custom MDF reportable

In integration center

  1. Create integration job to load the LMS report data to the newly created custom object

In PAEE

  1. Create report in PAEE
  2. Manage Team view credentials

 

Step 1: Create report in LMS or use standard report

You can use the standard LMS reports or create your one with BIRT or ORD tools. in this example we created customized learning history report named

 

Our custom report looks like that:

 

Step 2: Schedule the report export to SFTP

Now, schedule the LMS report to be transferred to SFTP.

 

Step 3: Create custom MDF object to hold the LMS report data

In this step we will create new custom MDF to hold the report data.

In admin center > Configure Object Definitions click create new object and configure the new object details.

 

Note: configure the external code to be auto number

 

Map the field names according to the LMS report field columns. Note that we use the personID to USER data type.

 

Step 4: Make the custom MDS reportable

The magic starts in this step. we will make the Custom MDF Objects available for Reporting in Report-Story.

Go to the Admin Center > Manage Data page.

In Report Object Configuration Entity type, search for the relevant custom MDF object.

On the right side of the screen, click Take Action > Make Correction.

Update is Root to Yes.

 

In the Sub-Domain Schema List section, select the sub domain schema you want to link with the custom MDF object instance.

In our example we connected the object to 3 Sub-Domain Schemas

 

Step 5: Create integration job to load the LMS report data to the newly created object

In this step we will schedule an integration job to load the report data to the custom MDF object.

Go to the Admin Center > integration center.

Click create and choose Create New Scheduled CSV File Input Integration.

Search for the newly created custom MDF.

 

In the configure fields tab select Upsert Multiple and Full Purge. Then map the LMS report fields to the MDF objects by dragging the fields from left to right.

Pay attention while mapping the PersonID and Username to the relevant fields in the MDF object.

 

Please note that you can change the Date format to “yyyy-MM-dd’ by clicking the Date field > More field options.

and then

You can check your integration by clicking on Run Preview Records and then run the full integration.

After the integration finished, you can preview the imported data by configuring export data integration or by Import and Export Data tool.

 

Step 6: Create report in PAEE

Create new report by selecting Reports > Story form the main menu.

Please note that you will not have the option to select story unless you will enabled the PAEE and IAS in your instance.

 

Search for the new created data schema and drag it to the right

 

Then build the query by selecting the relevant fields

 

Step 7: Manage Team view credentials

To use team view you should add the Username schema, this will allow managers to see only their subordinate’s hierarchy.

 

Now, add or edit the team view filter by clicking filter > scope filtering > username

 

And choose Manager

 

Click preview query or finish and continue to build your story report.

 

Conclusion

In this article we demonstrate how to use People Analytics Embedded Edition for creating LMS dashboards by loading the LMS report data to custom MDF.

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