How can you create a Story Report that shows who has and doesn't have individual goals?

[Antonis]

Hello,

I am fairly new to report story and after covering a lot of the community I am a little stuck on creating an effective report that would show readers the number of employees that have and don't have Goals. 

Looking over a lot of other posts I have tried to follow creating the below Query:

And then creating a Calculated Column in the Query:

However, I can see that in the data source it doesn't seem to be picking up the employees that have no objective and thus is only returning those that have a value/goal.

Can you advise maybe where I am going wrong?

Kind regards,

[Olga_Antipina]

You receive totally expect outcome taking into account your formula (basically count of goals). If you want to see Employees with and with goals, you need to use employees in the formula (something like, if employee has goal, then "Yes", if not, then "No")

[Antonis]

Hey @Olga_Antipina, do you have an example of what you mean? I tried to do this but in the end I have the same issue that the Datasource does not pick up on users that have no goals at all?

[Olga_Antipina]

I did it in this way: IF(ISNULL([Goal Management#Primary Goal Fields#Goal ID]),"No Goals" ,"Min 1 Goal" )

[Antonis]

Hey @Olga_Antipina, same problem in that if the employee has no objectives at all the data source does not pick up on them at all.

[Tasnim]

I am also facing same issue. I used IF(ISNULL([Goal Management#Primary Goal Fields#Goal ID]), "No Goals", "Has Goals") I tried to do this but in the end I have the same issue that the Datasource does not pick up on users that have no goals at all.

[aridchs]

We had similar issues when trying to use the advanced filter to drill down to the current plan year, I can't tell from your screenshot if you are filtering on this field or not. Once we removed that advanced filter and placed a simple filter on the Primary Objective table (named Primary Goal at my org)  for the plan year, we then saw the employees without any goals. 

One other thing we found in testing was that when starting with the Objective/Goal table we got similar results, only showing those who had goals created. We started with Personal Info, but I would think using the User Info as a starting point would work the same way.

[Antonis]

The second option actually did the trick thank you! Still very surprised SAP hasn't really created some sort of template around this material yet.