Introduction
In the 4 recordings below we show some very useful Excel features or functions for SuccessFactors administrators and implementation partners.
#1- Always keep leading 0 in any file downloaded from SuccessFactors
https://youtu.be/zR1VFi-l26w
#2- VLOOKUP to identify Supervisors without Supervisors (or doing other complex data checks between files).
https://youtu.be/-byxHO6a3tw
- The List of out of the box reports from People Analytics showed in the recording can be found here.
- COUNTIF and SUMIFS functions can also be useful, an example of SUMIFS can be found at the bottom of this blog in the "Hints for Automation" section (click on excel link).
- The same can be done for SECOND_MANAGER and MATRIX_MANAGER columns (NO_MANAGER mandatory value doesn't exist in those columns and is replaced by a blank).
- If we want to identify which users are Heads of Hierarchy we can then VLOOKUP a report on Team Size created in Adhoc report > Employee Details domain against the outcome of the recording. See screenshot here.
#3- TEXTJOIN to build Variables more easily when building Business Rules (for EC, MDF, Compensation....)
https://youtu.be/ZYOgw9xOEW0
#4- Highlighting Duplicate rows with several attributes even when they have an asterisk wildcard (*)
https://youtu.be/MZJ2rbQlP78
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All the best,
Xavier
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