Compensation Planning Story Reports Charts Types
The Story type of report in Report Center is part of the People Analytics solution, and it’s based on the integration of SAP SuccessFactors HXM Suite with SAP Analytics Cloud. After you create a story, you can add and edit pages, sections, and elements. You can share your story with others to enable them to use the report you’ve created. It is a presentation-style report that uses charts, visualizations, text, images, and pictograms to describe data. A story mainly involves building a query, and using the query to create the report.
- Enable People Analytics
- the Create Story permission and select the schemas you want to use while creating report stories.
- Enable schema-specific permissions to access data from the schema tables. Refer to the Schema Permissions Required for Using Story topic for more information.
- Enable the permissions to access module-specific data and to view the employee-specific data.
Creating an Story Report with Compensation Planning content
Step 1: Go Report Center and start creating new report. Select “Story” option when you’re creating.
Step 2: In Query Designer, you can create your own query. Select “Compensation Planning” under Available Data and drag and drop the Process tab to the left.
Step 3: Select new tables with using show related tables and select columns in tables. You can select the data you want from here according to your report needs.
Step 4: Finish the query and select the object you want to create with selected data. Chart, Table, Section, Image, Shape and Text are available for adding your story canvas. Select Table for list report.
Step 5: Build your table structure under builder then you can change styling.
Charts are divided into the following categories:
- Comparison – Compares differences between values or shows a simple comparison of categorical divisions of measures.
- Trend – Shows a trend in the data values (especially for dimensions that are time-based, such as Year) or the progression of your data and possible patterns.
- Distribution – Shows distributions between several groups or sets of data.
- Correlation – Shows the relationship between values or compares multiple measure values. For example, you can view the correlation of two measures and understand the impact of the first measure on the second measure.
- Indicator – Shows a business’s metrics.
- More – More options, including percentage.
To add a chart to the canvas:
1-From the toolbar, under Insert, select (Chart). A bar chart is added to your page.
2-A data source will automatically be selected for your new chart. To change it, in Builder select Change Primary Model (pencil icon) and choose a new data source.
After you add the chart to the canvas, you need to select the chart type. Some chart types require a specific number of measures or dimensions and will either not work or not provide good results if you use the wrong parameters. For example, a table chart requires at least one measure in the values area, and a bubble chart requires at least one measure in each of three parameters.
Chart type Comparison ( Bar/Column)
Measure is selected as Lump Sum and Performance Rating selected as Dimension. And the chart is shown in below in the story report with chart orientation horizontal.
Chart type Comparison ( Bar/Column)
Measure is selected as Merit Increase and Division selected as Dimension. And the chart is shown in below in the story report with chart orientation vertical and color is Performance Rating.
Chart type Comparison (waterfall) Vertical
Measure is selected as Current Salary and Division selected as Dimension. And the chart is shown in below in the story report with chart orientation horizontal.
Chart type Trend (Staked Area)
Measure is selected as Compa-Ratio and Division selected as Dimension.
Chart type Correlation (Bubble)
Measure is selected as Merit Increase in X-axis and Performance Rating in Y-Axis and Division selected as Size .
Chart type Donut
Measure is selected as Merit Increase and Division selected as Dimension. And the chart is shown in below in the story report.
Chart type Pie
Measure is selected as Merit Increase and Division and Last Name as Colors.
Activating People Analytics Standard Compensation Planning Reports
- Enable IAS with SF
- Run “Stories in People Analytics” Upgrade Center task
- Sync users from SF to SAP Analytics Cloud
- Give “Report- Story” permissions in RBP to users
In this article, how meeting the Compensation Planning report needs and system capabilities are explained. For more information about configuration, the following links will be helpful:
Hi Ahmed Nageh
Thanks for taking the time ! this a great intro to People Analytics applied to Compensation.
Here is a 45 minutes step by step recording (with no sound on purpose as it was informal) of my colleague Christian J Smith doing a demo of what she built with People Analytics in her demo environment last year :
And her most recent blog post on how to build Budget Report Stories (with sound this time : https://blogs.sap.com/2022/08/04/learn-how-to-create-a-compensation-budget-dashboard-in-report-stories/
All the best,
Thanks for this helpful blog It looks amazing create all that steps together!
Great efforts thanks Nageh for the helpful blog.
Great intro for the topic.