Analytics and PGM: how to utilize story reports in PGM and some tips of troubleshooting

[Makki_Chen]

Story report is part of the People Analytics solution, and it's based on the integration of SAP SuccessFactors HCM suite with SAP Analytics Cloud. It is a powerful tool that uses charts, visualizations, text and images to present data.

This article explains how to utilize story reports in PGM and shares some tips of troubleshooting.

Part 1 how to build a story report using form audit trail as an example

A story mainly involves building a query and using the query to create the report. Guide on how to Creating a Story Report

1. Go to the Reporting module. The Report Center page appears.
2. Click New, and select Story.
3. The "Select Design Mode Type" pop-up messages appears. Select "Optimized Design Experience.

4. select a connection (for non-learning schema): SAPSFSFREP (SAP SuccessFactors Reporting)

5. The Query Designer page appears.

6. Build a query: select a schema from the right panel; drag and drop the schema to the left screen. *Recommend starting with "All templates".

7. Expand the tables and select desired columns: Click on “+” icon to expand related tables; Click on “–“ icon to hide related tables; or click on “x” icon to delete tables.

How to expand the tables to get audit trail columns:

8. Preview query to check data.
9. Click on finish, give it a name, then back to story page to build widgets.
10. On Page 1 in the story designer, from the Insert menu, add widgets to create your story visualization.

11. The Builder section of the Design pane appears for the selected widget.

12. Select one of your queries as the Data Source for the widget.
13. Select the type of chart or table that you want to create.

14. Select Measures and Dimensions that appear on your chart.

Below is the final effect, a donut type chart which counts the number of records by audit trail actions:

Part 2 troubleshooting tips

If you run into below issues when using Story reports:

• Can not access data: check RBP permission on story data Permissions Required for Using Story Reports
• Can not find the corresponding column: try expand the related tables more, preview the query to check if it pulls the desired data. Example kba 3499395 - How to get custom section data of 360 reviews in story report like table report
• Field is not reportable in story: check this kba 3346456 - Fields/Objects not reportable in Report Story

If further assistance is needed, please open a case to Support and provide the below information for investigation:

1. Company id where the issue happens.
2. support access with full access to admin tool including proxy (please refer to the kba for how-to 2088892 - How to Grant Support Access to SAP SuccessFactors Support Staff )
3. Report name
4. Proxy as which user to check the issue (does it occur to a specific user or all users)
5. Detailed description of the issue you are facing (your expected behavior of the feature and current product actual behavior)
6. When did the issue start
7. Is it consistent or intermittent
8. Screenshot of the issue

Part3 Useful kba and guide link:

• Creating a Story Report
• Permissions Required for Using Story Reports
• Formula Functions in Calculated Columns for Stories in People Analytics
• Export Table Data as a CSV or XLSX File
• 3485414 - Current route step name (locale specific) does not aggregate in story report - Performance...
• 3499395 - How to get custom section data of 360 reviews in story report like table report
• 3455649 - Goal Story report shows "goal id" of users outside target population - Goal Management
• 3451847 - Story report outputs numeric value instead of label for column "Objective Rating Descripti...
• 3346456 - Fields/Objects not reportable in Report Story
• 3014694 - Story reports load and export slowly - People Analytics Report Story
• 3214449 - Request to enhance performance of Story Reports when high number of concurrent users use t...