About designing reports in Performance Manager
A report area typically contains a sheet where you add pivot tables and optionally a pivot chart representing the selection of data from the schema tree.
You can add many components to the same sheet or in a new sheet. There are different component types: Pivot table, Chart, KPI Viewer, Quick chart, Scorecard or a Report filter. Click on the report frame and choose the component type to add. There are detail settings that vary depending on what type of component it is. This is where you for example name your component. Click the arrow next to the component to open the detail settings.
A report may contain several sheets, much like in worksheets in MS Excel. You can easily copy the contents from one sheet to another
Below you'll find more information about the most commonly used components.
A pivot table is built by selecting filters, dimensions and measures.
The general settings for pivot tables are in the detail settings.
- Name and description.
- What to display—To show or not show rows or columns where the value is zero.
- How to calculate totals—Calculation based on visible members only or based on all members, including filtered members.
- Format the measures—Select the unit, number of decimals, and whether to use the thousands comma delimiter.
- Color and style.
The dimensions are subjects that you can use to define how you want to view your data. Date, organization, skill and activity are examples of dimensions. Dimensions are grouped into categories where some dimensions have a hierarchy with several levels such as Year-Month-Date, and some have just one level. In a pivot table, you can add dimensions to be shown on rows or columns or use them as a top filter.
When working with lots of data it is always wise to initially add important filters to the filter area above a pivot table. That will filter all the dimensions you add as columns or rows later. See Work with filters in Performance Manager for more information about filtering.
NOTE We recommend to always set filters for these dimensions; date period, scenario, and time zone.
There are several ways to further customize the report, like sorting, filtering, removing levels or moving dimensions. You can find all the settings by clicking the arrow next to the dimension.
A user wants to focus on the months of the past year.
- Add a Year dimension to the filter area at the top of the pivot table, by using the advanced filter, stating Past 1 year.
- Add Month, Date, and Intervals as row dimensions. The viewer can now focus on the values for the months and dates from the past year but can also drill down from a month to a date, and to a specific interval.
A named set is a set of dimension members or a dynamic expression that is created for reuse of queries. In Performance Manager there are named sets related to the date dimension, such as Yesterday, Last Week or Current Year. Use a named set to make your reports dynamic without making changes in your report template.
Measures are the numeric values that you include in a report. They are the numbers you measure your business with. The measures are always added to the data area of a pivot table. There are several ways to present measures and some of the measures are dependent on specific dimensions. See About measure dimension combinations for more information.
Measures have several options for formatting and sorting. You can add alerts, icons and use customized rules. Click the arrow next to the measure to find the menus.
Click the arrow next to the pivot table's name to add a chart corresponding to your pivot table. The menu contains pivot table related functions, like Create chart. The Create chart option enables you to create charts to visualize the pivot table data. You can choose the type of chart and how the chart is placed in relation to the pivot table.
You can create multiple charts for each report. Each chart can be customized in several ways by using the chart menu and by clicking and right-clicking in chart area. Click the arrow next to the chart name to open the chart menu.
A quick chart is a component that is created directly without doing a pivot table. Drag the dimensions to the filter area and the measures to the data area. Go to the detail settings to define the chart further.
The KPI Viewer component allows you to view all KPIs available in the WFM Analytics Cube. The KPI Viewer shows status, trends, actual values and goals for each selected KPI. The KPI targets are set in Options in the WFM client.
You can add filters to your KPI viewer, for example on date and teams. You can also view your KPI measures in an ordinary pivot table.
A report filter is a specific component where you can define filters that controls the whole report, or you can use it to filter selected components. In most cases, the report filter component is placed on its own sheet, but you can place it on any sheet in your report.