Taleo Enterprise
Native Analytics
User Guide
Feature Pack 12A
Jan 16, 2012
Confidential Information and Notices
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© 2012 Taleo Corporation. Do not reproduce without the written permission of Taleo Corporation.
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Table of Contents
Confidential Information and Notices............................................................................................. ii
Preface
Technical Configuration and Software Performance.................................................................2
Revision History
Revision History.........................................................................................................................4
Revision History.................................................................................................................... 4
Administration
Administration............................................................................................................................ 6
Content Sharing.................................................................................................................... 6
Product Access for End Users............................................................................................. 6
Seat Permissions.................................................................................................................. 6
Administration Tools............................................................................................................. 7
Dashboard
Dashboard..................................................................................................................................9
Using Analytics Dashboards.................................................................................................9
Dashboard Designer........................................................................................................... 10
Creating a Dashboard........................................................................................................ 10
Duplicating a Dashboard.................................................................................................... 11
Deleting a Dashboard.........................................................................................................11
Editing Dashboard Permissions and Visibility.................................................................... 11
Creating a Dashboard Profile............................................................................................. 12
Duplicating a Dashboard Profile.........................................................................................12
Deleting a Dashboard Profile............................................................................................. 13
Deploying a Dashboard...................................................................................................... 13
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Editing Dashboard Profile Visibility.....................................................................................13
Chart
Chart........................................................................................................................................ 15
Chart Designer....................................................................................................................15
Standard Charts..................................................................................................................20
Creating a Chart................................................................................................................. 21
Duplicating a Chart............................................................................................................. 22
Deleting a Chart................................................................................................................. 22
Editing Chart Permissions and Visibility.............................................................................22
Chart Details Properties..................................................................................................... 23
Chart Properties Images.....................................................................................................25
Chart Properties..................................................................................................................42
Query
Query....................................................................................................................................... 53
Query Designer...................................................................................................................53
Subject Areas......................................................................................................................53
Creating a Query................................................................................................................ 54
Deleting a Query................................................................................................................ 54
Duplicating a Query............................................................................................................ 55
Editing Query Permissions and Visibility............................................................................55
Creating a Custom Projection............................................................................................ 55
Saving a Custom Projection............................................................................................... 56
Ordering Projections........................................................................................................... 56
Creating a Filter.................................................................................................................. 57
Deleting a Query Filter....................................................................................................... 57
Sorting Results....................................................................................................................58
Applying Rank Filters..........................................................................................................58
Statements.......................................................................................................................... 58
Case Statement.................................................................................................................. 62
Format Date Elements........................................................................................................64
Dashboard Examples
Dashboard................................................................................................................................67
Dashboards......................................................................................................................... 67
Chart........................................................................................................................................ 68
Employee Development Chart Details............................................................................... 68
Recruiting Process Chart Details....................................................................................... 70
Succession Chart Details................................................................................................... 73
Talent Inventory Chart Details............................................................................................75
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Preface
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Technical Configuration and Software Performance......................................................... 2
Preface
Technical Configuration and Software Performance
Technical Configuration and Software Performance
For the latest information, refer to the Taleo Enterprise Technical Configuration and Software
Performance Guide document for the applicable release.
User Guide
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Revision History
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Revision History................................................................................................................. 4
Revision History
Revision History
Revision History
Revision History
Date
Modification
Revised Topic
January 16, 2012 Initial Publication
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Administration
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Administration.....................................................................................................................6
Administration
Administration
Administration
Content Sharing
Users can share queries, charts, and dashboards with other Native Analytics users.
By default, when a user creates a query, chart or dashboard, it is saved as "Private", which means only
the user who created it can see and use it. Content sharing allows the user to extend queries, charts
and dashboards to other users. By making a query, chart or dashboard public, the user can choose to
allow read-only access to other users or also allow other users to make a copy of the query or chart for
their own use. By making a dashboard public, the user can choose which reporting/analytics groups of
users can see it by assigning role permissions.
Product Access for End Users
A permission must be granted to control the access to Native Analytics.
A functional permission grants access to Native Analytics. It is called "View Analytics" and is found
under the domain "Analytics". Native Analytics must be enabled for this permission to be available.
This is different from the permission called "View Business Objects Analytics", previously called
Dashboard Viewer under the Analytics Dashboards domain. The "View Business Objects Analytics"
enables dashboard/analytic viewing in the Business Objects environment only.
Seat Permissions
Seat permissions for Native Analytics modules are available in SmartOrg.
In Reporting and Analytics, some sets of permissions are based on seats, or "licenses". This differs
from traditional user type based permissions in SmartORG in that the number of named users that can
have a specific access is limited.
The Seat Permissions SmartORG feature enables self-service for Native Analytics named/power user
management. Functionally, Seat Permissions management allows administrators to grant or revoke
specific access levels to individual SmartORG users while the backend keeps track of the number of
licenses available vs. used for the access points, making sure that the number of users with a specific
permission does not exceed the number of available seats.
This feature applies to the following power user access points related to Native Analytics:
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Query Designer
Chart Designer
Dashboard Designer
Metrics Configurator
Analytics Administration
A user may have one or more of these permissions. To grant or revoke permissions to SmartORG
users, system administrators must navigate to SmartOrg Administration > Seat-based Accesses. By
default, the number of seats available for Native Analytics is three. This means that each of the above
access points can have up to three users. How to distribute them is at the discretion of the system
administrator.
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Administration
Administration
Things to Consider
Accessing the Metrics Configurator will require the "Metrics Configurator" seat access + the
functional permission "View Analytics". Once both are met, the user will be able to login to the Metrics
Configurator via the "Analytics" link on the main TOC page. Connecting via the special Reporting
& Analytics URL is no longer possible. Note that the limit of three does not apply to the functional
permission "View Analytics", which is unlimited. Seat permissions only apply to power/author users.
Example:
The following scenarios are possible:
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3 users have "Query Designer", 3 users have "Chart Designer", 3 users have "Dashboard
Designer", 3 users have "Metrics Configurator" and 3 users have "Analytics Administration" for a
total of 15 users.
3 users have all permissions (total of 3 users).
2 users have "Query Designer" + "Chart Designer" + "Dashboard Designer" and 1 user as all
the permissions for a total of 3 users. In this scenario, 2 "Metrics Configurator" and "Analytics
Administration" seats are unused.
Administration Tools
Users can modify access and ownership to control user access to objects, such as queries and charts.
Analytics Administration Tools allows users to configure aspects of the product and control global
ownership of content. For a user to have access to Administration Tools, he/she must have the
"Analytics Administrators" seat-based access. The following administration points are available:
Dashboard Profiles
Allows the user to group a set of dashboard pages together and order them in the desired sequence to
create a dashboard book, or dashboard with multiple tabs. The user can then select which Reporting or
Analytics groups of users can view the dashboard book.
Manage Query/Chart/Dashboard/All Objects Ownership
Allows the user to transfer ownership of queries, charts, dashboards or all objects from one user to
another. This is particularly useful if a user changes roles within or leaves the company.
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Dashboard
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Dashboard..........................................................................................................................9
Dashboard
Dashboard
Dashboard
Using Analytics Dashboards
Features have been integrated into analytics dashboards to make getting information easy and
efficient.
Dashboard Tabs
To view analytics the functional permission "View Analytics" must be granted to the user. Dashboard
tabs each contain one dashboard. The visibility of a dashboard is dependent on the user's role.
Linked Charts
Charts can be linked to provide an easy way to access the most relevant data. When a linked chart
is activated a parameter is passed from the parent chart to the linked chart to filter the linked chart.
There are two types of linked charts. Charts linked in place will change the graph you're viewing from
the parent chart to the linked chart when activated. Charts not linked in place are both present on the
dashboard and when the chart link is activated the linked chart will filter. To activate a chart link simply
click on one of the chart elements.
When the user clicks on a data point of a link-enabled chart, they system passes the dimension
value to the filter of the child (recipient) chart. In the example above, if the user clicks on “Internet Job
Boards”, the child chart dynamically refreshes with “Source Type = Internet Job Board” as a filter.
Dimension/Measure Flipping
Dimension/Measure flipping allows the user to choose from the dimensions and measures made
available in the query to modify the information present on the graph. Maximize the chart to expose the
metrics flipper. The graph must be refreshed after new metrics are selected.
Only charts designed with flippers have this option.
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Dashboard
Dashboard
Filters
Filters can be made available to scale down to the most relevant data. Use the provided arrows to
move up and down between available filters. Maximize the chart to expose the filters. The graph must
be refreshed after new filters are selected.
When selecting multiple filter values, hold the CTRL key on the keyboard.
Only charts designed with filters will have this option.
Legend
Highlighting a legend element will highlight that element in the chart.
Download Data
Table data can be downloaded to a CSV. Maximize the table to expose the Download Data button.
Only tables have the “Download Data” option. There is no limit for the number of records that can be
exported.
Save Chart
Right click on a chart to save as a jpg image, or save as a PDF.
Dashboard Designer
The Dashboard Designer enables users to design compelling dashboards for powerful exploration and
presentation of talent intelligence. Dashboards are based on charts, created with chart designer, and
queries, created with query designer.
For a user to have access to Dashboard Designer, he or she must have the seat-based access named
"Dashboard Designer". The following key features are available to chart designers:
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Drag and Drop Interface - Allows the user to drag charts available from the library in the
dashboard canvas.
Freeform - Allows the user to size charts the way they want to add them anywhere on the
dashboard canvas.
Access Control - Share dashboards with desired user groups or keep dashboard personal.
Dashboards can be assembled into dashboard profiles for consumption on the analytics tab.
Creating a Dashboard
Prerequisite
The Dashboard Designer seat permission is required.
Analytics > Dashboards
Steps
1. Click Create Dashboard.
2. Enter the dashboard name.
3. Enter the display sequence.
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Dashboard
Dashboard
4. Click OK.
5. Drag a chart from the Available Charts channel to include it in the dashboard.
6. Use the formatting tool to resize the chart and move its position on the dashboard.
7. Click Save.
Duplicating a Dashboard
Prerequisite
The Dashboard Designer seat permission is required.
Analytics > Dashboards
Steps
1. Select the dashboard.
2. Click Copy Dashboard.
3. Verify the new dashboard name.
4. Click OK.
Deleting a Dashboard
Prerequisite
The Dashboard Designer seat permission is required.
You must own the dashboard.
The dashboard cannot be in use in a dashboard profile.
Analytics > Dashboards
Steps
1. Select the dashboard.
2. Click Delete Dashboard.
3. Click Yes to confirm dashboard deletion.
Editing Dashboard Permissions and Visibility
Prerequisite
The Dashboard Designer seat permission is required.
You must own the dashboard.
Analytics > Dashboard
Steps
1. Select the dashboard.
2. Click Manage Security.
3. Make public or private, if necessary.
4. Modify permissions, if necessary.
5. Modify role permissions, if necessary.
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Dashboard
Dashboard
Result
If you made the dashboard public depending on permissions it can be read, or read and copied, by
other dashboard designers. It can also be added to dashboard profiles.
If you made the query private it cannot be accessed by other query designers, or added to
dashboard profiles.
The dashboard must be associated with at least one Role Permission so that it can be viewed by
others. Leaving the role permissions empty does not default to granting access to everyone. Role
permissions are User Groups from SmartORG that are associated with the Reporting/Analytics
domain.
The modifications to the role permissions will affect users with those roles at their next login.
Creating a Dashboard Profile
Prerequisite
The Analytics Administration seat permission is required.
Analytics > Administration > [Dashboard Profiles] Click here
Steps
1. Click Create Dashboard Profile.
2. Enter the dashboard profile name.
3. Click OK.
4. Drag dashboards from the Public Dashboards or Standard Dashboards channels.
5. Click Save.
Next Step
Assign role permissions so employees can access the dashboards on the Analytics tab.
The dashboard must be associated with at least one Role Permission so that it can be viewed by
others. Leaving the role permissions empty does not default to granting access to everyone. Role
permissions are User Groups from SmartORG that are associated with the Reporting/Analytics
domain.
Duplicating a Dashboard Profile
Prerequisite
The Analytics Administration seat permission is required.
Analytics > Administration > [Dashboard Profiles] Click here
Steps
1. Select the dashboard profile.
2. Click Copy Dashboard Profile.
3. Verify the new dashboard profile name.
4. Click OK.
5. Modify the dashboard profile, if necessary.
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Dashboard
Dashboard
6. Click Save.
Deleting a Dashboard Profile
Prerequisite
The Analytics Administration seat permission is required.
You must own the dashboard profile.
Analytics > Administration > [Dashboard Profiles] Click here
Steps
1. Select the dashboard profile.
2. Click Delete Dashboard Profile.
3. Click Yes to confirm dashboard profile deletion.
Deploying a Dashboard
Prerequisite
The Analytics Administration seat permission is required.
The dashboard must be public.
Analytics > Administration > [Dashboard Profiles] Click here
Steps
1. Click the dashboard profile.
2. Drag the dashboard from the Public Dashboards or Standard Dashboards channels.
3. Click Save.
Result
The dashboard will now deploy users with the roles assigned to the dashboard profile.
Editing Dashboard Profile Visibility
Prerequisite
The Analytics Administration seat permission is required.
You must own the dashboard profile.
Analytics > Administration > [Dashboard Profiles] Click here
Steps
1. Select the dashboard profile.
2. Click Manage Security
3. Modify the role permissions.
4. Click OK.
Result
The dashboard will be available for viewing by analytics users with the specified role(s).
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Chart
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Chart.................................................................................................................................15
Chart
Chart
Chart
Chart Designer
The Chart Designer enables users to design flexible compelling charts for powerful exploration and
presentation of talent intelligence.
Charts are based on queries (created with query designer) and are used to populate dashboards
(created with dashboard designer). For a user to have access to Chart Designer, he/she must have the
seat-based access named "Chart Designer" The following chart types are available:
Chart Type
Column
Details
Example
Column charts are useful for
showing data changes over a
period of time or for illustrating
comparisons among items. In
column charts, categories are
typically organized along the
horizontal axis and values along the
vertical axis.
Depending on data model and the
visualization purpose the column
chart may contain single series or
multi series.
Line/Spline
Line charts can display continuous
data over time, set against a
common scale, and are therefore
ideal for showing trends in data
at equal intervals. In a line chart,
category data is distributed evenly
along the horizontal axis, and all
value data is distributed evenly
along the vertical axis
You should use a line chart if your
category labels are text, and are
representing evenly spaced values
such as months, quarters, or fiscal
years. You should also use a line
chart if you have a few evenly
spaced numerical labels, especially
years.
The spline chart is the same as
the line chart, but with smoothed
lines. Ideal for Performance Rating
distribution.
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Chart
Chart
Chart Type
Details
Example
To turn a line chart into a spline
chart, simply select Spline next
to chart type at the top of the
properties screen.
Bar
Bar charts are useful for showing
data changes over a period of
time or for illustrating comparisons
among items. In bar charts,
categories are typically organized
along the vertical axis and values
along the horizontal axis.
Consider using a bar chart when:
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Stacked Bar/Column
The axis labels are long.
The values that are shown are
durations.
Stacked bar charts show the
relationship of individual items to the
whole.
To design a stacked bar or column
chart, create a chart of type Bar or
Column. In the properties, under
“Y Axis à Mode, select Stacked
or Stacked Percent depending on
preference.
Area
Area charts emphasize the
magnitude of change over time,
and can be used to draw attention
to the total value across a trend.
For example, data that represents
hire performance over time can
be plotted in an area chart to
emphasize talent trends.
Pie
Single series pie charts show the
size of items in one data series,
proportional to the sum of the items.
The data points in a pie chart are
displayed as a percentage of the
whole pie.
Consider using a single series pie
chart when:
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User Guide
You only have one data series
that you want to plot.
None of the values that you want
to plot are negative.
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Chart
Chart
Chart Type
Details
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Almost none of the values that
you want to plot are zero values.
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You don't have more than seven
categories.
The categories represent parts
of the whole.
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Doughnut
Example
Single series doughnut charts show
the size of items in one data series,
proportional to the sum of the items.
The data points in a doughnut chart
are displayed as a percentage of the
whole doughnut.
Consider using a single series pie
chart when:
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Bubble
You only have one data series
that you want to plot.
None of the values that you want
to plot are negative.
Almost none of the values that
you want to plot are zero values.
You don't have more than seven
categories.
The categories represent parts
of the whole.
A Bubble chart is a variation of
a Scatter chart in which the data
points are replaced with bubbles. A
Bubble chart can be used instead of
a Scatter chart if your data has three
data series, each of which contains
a set of values.
Use a Bubble chart when you
want specific values to be more
visually represented in your chart by
different bubble sizes.
Bubble charts are often used for
pinpointing priority areas that should
receive attention.
Scatter Bubble
Scatter charts show the
relationships among the numeric
values in several data series, or
plots two groups of numbers as one
series of XY coordinates.
A scatter chart has two value axes,
showing one set of numerical data
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Chart
Chart
Chart Type
Details
Example
along the horizontal axis (x-axis)
and another along the vertical
axis (y-axis). It combines these
values into single data points and
displays them in uneven intervals,
or clusters. Scatter charts are
commonly used for displaying and
comparing numeric values.
Consider using a scatter chart
when:
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Funnel
User Guide
You want to change the scale of
the horizontal axis.
You want to make that axis a
logarithmic scale.
Values for horizontal axis are not
evenly spaced.
There are many data points on
the horizontal axis.
You want to effectively display
data that includes pairs or
grouped sets of values and
adjust the independent scales
of a scatter chart to reveal more
information about the grouped
values.
You want to show similarities
between large sets of data
instead of differences between
data points.
You want to compare large
numbers of data points without
regard to time—the more data
that you include in a scatter
chart, the better the comparisons
that you can make.
Funnel charts are so-called
Accumulation charts and they show
percentage ratio. Funnel charts
are often used to represent stages
in a hiring process and show the
amount of potential candidates for
each stage. This type of chart can
also be useful in identifying potential
problem areas in an organization's
hiring processes.
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Chart
Chart
Chart Type
Linear Gauge
Details
Example
Linear Gauge's main idea is moving
a pointer or pointers on a range of
data, indication health of specific
measures.
The linear gauge can display up
to 5 dimension values on the Xaxis. This is important to consider
when developing a query for a linear
gauge.
Circular Gauge
a Circular Gauge is as minimum a
radial scale that sweeps any angle
from 0 to 360 degrees and a pointer,
Needle or Knob that indicates
values on that scale. Gauge scale
is usually colored for easy value
quality distinction.
Map (Beta)
Interactive Maps is a unique
feature that allows you to visualize
geographical related data.
The current map chart can be
graphed for U.S. related data, by
state or city.
Table
A table allows a more detailed
representation of information.
Linking charts to tables is a great
way to interact with graphs and view
more granular data.
The table also comes with a feature
allowing end users to export the
data to CSV format.
The following key features are available to chart designers:
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Chart Properties - Define several aspects of the charts' look and feel such as legends, animations,
tooltips, margins and scales.
Dimension/Measure Flippers - Enables additional data selections on the chart allowing the user
to dynamically alter the chart’s axes or slice values, depending on the data points available in the
master query.
End User Filters - Define single or multi-selection analysis filters for end users.
Chart Linking - Create dynamic links between charts for more interactive analysis.
Chart Access
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Though any user with access to the Analytics Chart Designer feature can create a new chart, the
data which is accessible for that chart are dependent on the user's permissions.
Once a chart is copied, changes to the original chart do not affect the copy. If the user wants to
change all copies, it must be performed on each chart individually.
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Chart
•
Chart
Deleting an original chart does not automatically delete copies. If the user wants to delete all
copies, it must be performed on each chart individually.
Standard Charts
Standard charts are available in Native Analytics.
The following standard charts are available in Analytics. These charts can be as-is (out of the box) or
copied so that they can be modified at the discretion of the chart designer user (requires chart designer
seat access):
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Acceptance Rate
Ace Vs. Non-Ace Applications
Ace Vs. Non-Ace Hires
Application Breakdown - Meets Minimum Requirements
Application History - External Applications
Application History by Source Type
Applications By Recruiter
Average Time To Hire
Cancelled Requisitions
Candidates By Status
Filled Positions
Filled Requisitions
Gender Breakdown - Applications
Gender Breakdown - Hires
Hire Time Metrics
Hires By Recruiter
Internal Vs. External Applications
Internal Vs. External Hires
Job Submissions By Medium
Opened Requisitions By Recruiter
Opened Requisitions
Percentage Candidates Hired
Percentage Filled Requisitions Without Hires
Percentage Hires Race And Gender Not Specified
Pct Hires Without Source
Profiles And Job Submissions
Race Breakdown - Applications
Race Breakdown - Hires
Refused Offers
Requisition Time Metrics
Requisitions By State
Source Yield
Top 5 Sources For Ace Applications
Top 5 Sources For Applications
Top 5 Sources For Interviews
Top 5 Sources For Offers
Top 5 Sources For Reviews
Ace Hire Performance
Quality of Hire By Hire Period
Sources For High Performers
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Chart
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Chart
Overall Review Rating (Spline)
Overall Review Rating (Pie)
Competency Review Ratings (Spline)
Competency Review Ratings (Pie)
Goal Review Ratings (Spline)
Goal Review Ratings (Pie)
Potential By Job Level
Risk Of Loss By Job Level
Potential Performance Distribution
Application History - Internal Applications
Avg. Open Requisition Aging Trends
Open Requisition Trends
Avg. Successors By Position
Percent Critical Positions > 1 Successor
Positions By Bench Strength
Application Completion Rate
Paper Resume Usage
Goals By Progression Health Status
Goal Definition Process Breakdown
Goals By Completion
Competency Goal Rating Distribution
Goal Count By Corporate Objectives
Pct Overdue Goals
Goal Attainment By US State
Requisitions By Age Range Trends
Quality Of New Hires
Creating a Chart
Prerequisite
The Chart Designer seat permission is required.
Analytics > Charts > Create Chart
Steps
1.
2.
3.
4.
5.
6.
Enter the chart name.
Drag a query from the Available Queries channel into the Get Chart Data From: object box.
Drag a chart from the Chart Types channel into the Chart Type object box.
Click the Data Binding tab.
Make data binding selections.
Click Fetch Preview Data. Wait for the data to appear.
It is necessary to click Fetch Preview Data in order to be able to preview the chart.
7. Click the Filters tab.
8. Drag a dimension from the Dimensions channel into the Dynamic Filters object box, if
necessary.
9. Click the Chart Properties tab.
10. Make changes to the chart properties, if necessary.
11. Click the Chart Links tab.
12. Add a chart link, if necessary.
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Chart
Chart
Duplicating a Chart
Prerequisite
The Chart Designer seat permission is required.
Analytics > Charts
Steps
1. Select the chart.
2. Click Copy Chart.
3. Confirm the new chart name.
4. Click OK.
Deleting a Chart
Prerequisite
The Chart Designer seat permission is required.
You must own the chart.
The chart cannot be in use on a dashboard.
Analytics > Charts
Steps
1. Select the chart.
2. Click Delete Chart.
3. Click Yes to confirm the chart deletion.
Editing Chart Permissions and Visibility
Prerequisite
The Chart Designer seat permission is required.
You must own the query.
Analytics > Charts
Steps
1. Select the chart.
2. Click Manage Security.
3. Make public or private, if necessary.
4. Edit the permissions, if necessary.
5. Edit the role permissions, if necessary.
Result
If you made the chart public depending on permissions it can be read, or read and copied, by other
chart designers.
If you made the chart query private it cannot be accessed by other chart designers.
The dashboard must be associated with at least one Role Permission so that it can be viewed by
others. Leaving the role permissions empty does not default to granting access to everyone. Role
User Guide
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Chart
Chart
permissions are User Groups from SmartORG that are associated with the Reporting/Analytics
domain.
The modifications to the role permissions will affect users with those roles at their next login.
Chart Details Properties
Name
Description
General
Chart Name
The name of the chart is the default chart title, but can be changed in
the chart properties.
Get Chart Data From
Choose from the available queries the data source.
Allow Multiple Queries
Select multiple data sources.
Chart Type
Choose the chart type.
Data Bindings
X Axis Binding
The X Axis binding is going to be populated with a dimension data-type.
Y Axis Binding
The Y Axis binding is going to be populated with a measure data-type.
Denormalized Measures
The Y Axis binding can be denormalized for a funnel chart to allow
multiple measures to be selected in lieu of an X Axis binding.
Data Series Drivers
Data Series Drivers can be used to assign additional values to the Y
Axis.
In this box, the user may add many measures or one dimension. Adding
measures creates one additional data series per measure. Adding a
dimension dynamically creates additional data series based on the
number of values for that dimension.
Common Dimensions
Used to specify common dimensions when multiple queries are being
used.
Slice Name Binding
Used by pie, and doughnut charts to specify the dimension for the label.
Slice Value Binding
Used by pie and doughnut charts to specify the measure for the value.
Location
Used by map charts to specify the dimension which represents the
location to map.
Attributes
Measures can be specified and will show up in the tooltips about the
chart data for map charts.
Bubble Size
A measure that specifies the value that will be represented by the
bubble series on the map.
User Guide
Native Analytics 12A
23
Chart
Chart
Name
Description
Bubble Color(optional)
The bubble color can be used to bring distinction to dimensions within a
bubble chart.
Scatter Chart
The scatter chart changes the x-axis binding into a measure. The bubble
color can be used to bring distinction to dimensions within a scatter
bubble chart.
Location Level
The location level (state/city) of the value of the location measure to
determine from where to fetch the location data.
Enable Dimension / Measure Flipping
Allows the chart viewer to select the other dimensions and measures
from the query to display the desired information on the chart.
Filter Properties
Dimensions
Choose from the available dimensions to create a dynamic filter the
chart viewer can use to limit the data.
Allow Multi Select
Allow the chart viewer to select multiple elements to filter.
Chart Properties
Chart Links
Link chart in-place
When you click on a chart measure the linked chart will display in place
of the parent chart.
If Link chart in-place is not selected both the parent chart and the
linked chart will have to be present on the dashboard for the linked filter
to be useful. . On the dashboard, clicking a data point on the parent
chart will prompt the linked children charts to automatically refresh.
Linked Charts
Choose charts with common dimensions to link together.
Parent Dimension
Generally the X-axis binding is used.
Link Using Filter (Select One)
Select the filter in the child chart that will dynamically refresh based on
data sent from the parent chart.
User Guide
Native Analytics 12A
24
Chart
Chart
Chart Properties Images
Group
Chart Background
Setting
Image
Background Color
Background Border
Background
Gradient
Bar Series
User Guide
Cone
Native Analytics 12A
25
Chart
Chart
Group
Setting
Image
Cylinder
Triangle
Bar
No Padding
User Guide
Native Analytics 12A
26
Chart
Chart
Group
Setting
Image
AquaDark
AquaLight
Default
Silver
User Guide
Native Analytics 12A
27
Chart
Chart
Group
Custom Range
Setting
Image
Label After Axis
Label Before Axis
Label Center
Label Far
User Guide
Native Analytics 12A
28
Chart
Chart
Group
Setting
Image
Label Near
Data Label
Label Background
Gradient
Data Label
CenterTop
Data Label
Background Border,
Center
User Guide
Native Analytics 12A
29
Chart
Chart
Group
Setting
Image
Data Label Top Left
Data Label Top
Right
Threshold
Thresholds Set
Display Mode
3D
User Guide
Native Analytics 12A
30
Chart
Chart
Group
Setting
Image
2D
Legend
Legend Spread,
Bottom
Legend Left, Far
No Legend
User Guide
Native Analytics 12A
31
Chart
Chart
Group
Setting
Image
Legend Title
Legend Width
Height
ToolTip
Anchor Top Left
Anchor Center
User Guide
Native Analytics 12A
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Chart
Chart
Group
Trend Line
Setting
Image
Trend Line Label
Before Axis
Trend Line Label
After Axis
Trend Line Label
Center
Trend Line Label
Far
User Guide
Native Analytics 12A
33
Chart
Chart
Group
Setting
Image
Trend Line Label
Near
Dimension Axis
Axis Label Display:
Stagger
Axis Label Position
Inside
Axis Label Position
Opposite
User Guide
Native Analytics 12A
34
Chart
Chart
Group
Setting
Image
Axis Rotated
Axis Title
Measure Axis
Axis Rotated
Axis Scale
Logarathmic
User Guide
Native Analytics 12A
35
Chart
Chart
Group
Setting
Image
Axis No Decimal
No Label
Percent Stacked
Stacked
User Guide
Native Analytics 12A
36
Chart
Chart
Group
Setting
Image
Normal
Invereted
Staggered Label
Axis Title
User Guide
Native Analytics 12A
37
Chart
Chart
Group
Setting
Image
Opposite
Pallatte
Custom Pallatte
Funnel Style
Circular
Inverted
User Guide
Native Analytics 12A
38
Chart
Chart
Group
Setting
Image
Square
Bubble Series
Bubble Series
Threshold Color
Threshold Set
Chart Title
Chart Title
User Guide
Native Analytics 12A
39
Chart
Chart
Group
Gauge Scale
Setting
Image
Scale Angle 0,
Scale Sweep 90
Start Size 0, End
Size 40
Gauge Pointer
Needle
Marker
User Guide
Native Analytics 12A
40
Chart
Chart
Group
Gauge Pointer for Y Axis / Measure
Binding
Setting
Image
Bar
Marker
Tank
Thermometer
Line/Spline
User Guide
Line
Native Analytics 12A
41
Chart
Chart
Group
Setting
Image
Spline
Chart Properties
Group
Chart Title
Description
Applicable to
Set the title text and the text
properties.
Properties
Column
Title Text
Bar
Text Display Options
Area
Line
Pie
Doughnut
Bubble
Funnel
Linear Gauge
Circular Gauge
Map
Dimension Axis
The dimension (X) axis displays
the dimension labels. The display
of the dimension axis is highly
configurable.
Column
Show Title
Bar
Position
Area
Line
•
•
Bubble
Show Label
Opposite
Normal
Display Mode
•
•
Normal
Stagger
Rotation
•
•
•
•
•
•
User Guide
Native Analytics 12A
15
30
45
60
75
90
42
Chart
Chart
Group
Description
Applicable to
Properties
Position
•
•
Inside
Outside
Text Display Options
Measure Axis
The measure (Y) axis displays the
numeric scale of the graph. The
display of the measure axis is highly
configurable. The measure axis can
be defined by the chart designer.
Linear and Logarithmic scales are
available for the measure axis.
Measure labels display in the key
Column
Show Title
Bar
Position
Area
Line
•
•
Bubble
Show Label
Opposite
Normal
Display Mode
•
•
Normal
Stagger
Rotation
•
•
•
•
•
•
15
30
45
60
75
90
Position
•
•
Inside
Outside
Text Display Options
Scale: Mode
•
•
•
Normal
Stacked
Percent Stacked
Scale Inverted
Type
•
•
Linear
Logarithmic
Min Scale Value
Max Scale Value
Log Base
•
•
•
Custom Range
User Guide
Custom ranges can be defined and Column
display as a background to the chart
Bar
body.
Native Analytics 12A
2
5
10
Show Data Threshold
•
BeforeAxisLabels
43
Chart
Chart
Group
Description
Applicable to
Area
Line
Bubble
Properties
•
•
•
•
AfterAxisLabels
Near
Center
Far
Values
Label
Text Display Options
Trend Line
Trend lines can be defined and
Column
display as a background to the chart
Bar
body.
Area
Line
Bubble
Show Trend Lines
Values
Label
•
•
•
•
•
BeforeAxisLabels
AfterAxisLabels
Near
Center
Far
Text Display Options
Threshold Color
A threshold can be configured to
color the bubbles.
Map
Show Data Threshold
Threshold Value
•
•
•
•
•
•
•
•
Between
Equal To
Greater Than
Greater Than or Equal To
Less Than
Less Than or Equal To
Not Between
Not Equal To
Values
Label
ToolTip
ToolTips are available to provide
another way for the chart viewer
to access information. The tooltips
can be displayed in relation to
the pointer, or anchored for more
predictable placement.
Column
Show Tooltips
Bar
Show Decimals
Area
Text Display Options
Line
Anchor
Pie
•
•
•
•
•
•
•
•
Doughnut
Bubble
Funnel
Map
Float
Center
CenterLeft
LeftTop
CenterTop
RightTop
CenterRight
LeftBottom
Vertical Align
User Guide
Native Analytics 12A
44
Chart
Chart
Group
Description
Applicable to
Properties
•
•
•
Chart
BackGround
The chart background displays
behind the chart.
Top
Center
Bottom
Column
Show Chart BackGround
Bar
Border Settings
Area
Line
•
•
Pie
Fill Settings
Doughnut
•
•
Bubble
Solid
Gradient
Solid
Gradient
Funnel
Linear Gauge
Circular Gauge
Map
Data Label
The data label displays on the
graph.
Column
Show Data Label
Bar
Show Decimals
Area
Show Data label BackGround
Line
Border Settings
Pie
Doughnut
•
•
Bubble
Fill Settings
Funnel
•
•
Solid
Gradient
Solid
Gradient
Position
•
•
•
•
Center
CenterTop
LeftTop
RightTop
Text Display Options
Legend
The legend can be displayed or
hidden.
Column
Show Legend.
Bar
Legend Width Height
Area
Line
•
•
Pie
Show Title
Doughnut
Position
Bubble
•
•
•
•
Funnel
Map
User Guide
Native Analytics 12A
Width
Height
Bottom
Float
Left
Right
45
Chart
Chart
Group
Description
Applicable to
Properties
•
Top
Align
•
•
•
•
Center
Far
Near
Spread
Text Display Options
Data Threshold
Data thresholds can be used to
quickly identify data that falls within
a specific range. The key will display
the threshold labels if they are
specified, and the elements will be
color coded appropriately.
Column
Show Data Threshold
Bar
•
•
•
•
•
•
•
•
Area
Line
Between
Equal To
Greater Than
Greater Than or Equal To
Less Than
Less Than or Equal To
Not Between
Not Equal To
Values
Label
Text Display Options
Animation
Animation can be used to bring
Column
some action into the way the graphs
Bar
are presented.
Area
Animation
Type
Doughnut
•
•
•
•
•
Bubble
Polation
Line
Pie
Funnel
Map
•
•
•
•
•
Appear
SlideFromRight
ScaleXCenter
SlideFromTop
SlideFromLeft
Back
Bounce
Cubic
Elastic
Linear
Mode
•
•
•
Palette
A custom palette can be defined to
give charts an individual feel.
Together
OneByOne
Smoothed
Column
Default Palette
Bar
Custom Palette
Area
Type
Line
•
ColorRange
Pie
User Guide
Native Analytics 12A
46
Chart
Chart
Group
Description
Applicable to
Doughnut
Properties
•
DistinctColors
Bubble
Funnel
Map
Display Mode
Graph data can be shown in 2D or
3D.
Column
2D
Bar
3D
Pie
Doughnut
Funnel
Bar Series
There are several shape and style
combinations available.
Column
Shape
Bar
•
•
•
•
Box
Cone
Cylinder
Pyramid
Style
•
•
•
•
AcquaDark
AcquaLight
Default
Silver
Group Padding
Bubble Series
The size, style, color and opacity of
the bubble series can be defined.
Bubble
Max Bubble Size
Map
Min Bubble Size
Style
•
•
•
•
Aqua
Default
Flat
Transparent
Color
Opacity
Plot Type (Bubble Only)
•
•
•
Funnel Style
The funnel can be displayed in 3D
square or circular. The funnel can
also be inverted.
Funnel
Funnel Inverted
Type
•
•
User Guide
Native Analytics 12A
Categorized Vertical
Categorized Horizontal
Categorized By Series Vertical
Circular
Square
47
Chart
Chart
Group
Gauge Scale
Description
Applicable to
The gauge scale can be used to
Circular Gauge
manipulate the size and orientation
of the chart axises. The start angle
dictates at which degree the axis
begins. The sweep angle dictates
the span of the the scale in degrees.
For example a circular gauge scale
with a 360 degree sweep will be a
complete circle.
Properties
Type
•
•
Linear
Logarithmic
Linear
•
•
Min Value
Max Scale Value
Scale Bar
•
•
Minor Interval
Major Interval
Logarithmic
Log Base
•
•
•
2
5
10
Start Angle
Sweep Angle
Scale Ranges
•
•
•
•
Gauge Pointer
The gauge pointer can be either a
needle or a marker.
Circular Gauge
Start Value
End Value
Start Size
End Size
Pointer Type
•
•
•
Needle
Marker
Color
Show Decimals
Pointer Style
Label
Needle Cap
•
Width
Placement Mode
•
•
•
ByPoint
ByAnchor
ByRectangle
Anchor
•
•
•
•
•
User Guide
Native Analytics 12A
CenterBottom
CenterLeft
CenterRight
CenterTop
LeftBottom
48
Chart
Chart
Group
Description
Applicable to
Properties
•
•
•
LeftTop
RightBottom
RightTop
Text Display Options
Gauge Pointer
for Y Axis
The gauge pointer for the Y axis
displays on the left. There are
several display options for the Y
axis pointer.
Linear Gauge
Gauge Pointer for Y Axis
•
•
•
•
Thermometer
Bar
Marker
Tank
Show Tooltips
Show Decimals
Anchor
•
•
•
•
•
•
•
•
Float
Center
CenterLeft
LeftTop
CenterTop
RightTop
CenterRight
LeftBottom
Vertical Align
•
•
•
Top
Center
Bottom
Horizontal Align
•
•
•
Center
Left
Right
Text Display Options
Gauge Scale for
Y Axis
The Y axis can have a linear scale
or a logarithmic scale. Thresholds
can also be set. When met, the
gauge pointer will become the
selected color.
Linear Gauge
Linear
•
•
Min Scale Value
Max Scale Value
Logarithmic
•
Log Base
•
•
•
2
5
10
Scale Bar
•
•
Minor Interval
Major Interval
Set Colors
User Guide
Native Analytics 12A
49
Chart
Chart
Group
Description
Applicable to
Properties
•
•
•
Gauge Scale for The measure binding can have a
Measure Binding linear scale or a logarithmic scale.
Thresholds can also be set. When
met, the gauge pointer will become
the selected color.
Linear Gauge
Start Value
End Value
Color
Linear
•
•
Min Scale Value
Max Scale Value
Logarithmic
•
Log Base
•
•
•
2
5
10
Scale Bar
•
•
Minor Interval
Major Interval
Set Colors
•
•
•
Gauge Pointer
For Measure
Binding
The gauge pointer for the measure
binding displays on the right. There
are several display options for the
measure axis pointer.
Linear Gauge
Start Value
End Value
Color
Gauge Pointer for Measure Binding
•
•
•
•
Thermometer
Bar
Marker
Tank
Show Tooltips
Show Decimals
Anchor
•
•
•
•
•
•
•
•
Float
Center
CenterLeft
LeftTop
CenterTop
RightTop
CenterRight
LeftBottom
Vertical Align
•
•
•
Top
Center
Bottom
Horizontal Align
•
•
User Guide
Native Analytics 12A
Center
Left
50
Chart
Chart
Group
Description
Applicable to
Properties
•
Line/Spline
User Guide
The line option draws the lines with Line
a straight edge. The spline option
draws the line with a soft curve up to
the point.
Native Analytics 12A
Right
Line
Spline
51
Query
•
Query................................................................................................................................53
Query
Query
Query
Query Designer
Native Analytics users can build queries based on Subject Areas.
The Query Designer enables users to design solid data foundations for powerful exploration and
presentation of talent intelligence. Queries are based on Subject Areas and are used as a foundation
to charts, created with chart designer, and dashboards, created with dashboard designer. For a user to
have access to Query Designer, he or she must have the seat-based access named "Query Designer".
The following key features are available to query designers:
•
•
•
•
•
•
Custom Query Expressions - Allows users to create their own query objects based on elements
available in subject areas. Users can create simple expressions such as a concatenation of two
fields but have flexibility to create more complex data groups based on case statements. Users can
create custom simple and complex aggregation functions, such as average, sum, or count.
Save Expressions For Later Use - Allows users to create custom objects for later use in other
queries.
Relative Date Filters - Allows users to create dynamic filters based on customized relative dates.
Rank Filters - Allows users to filter the records returned based on a desired top or bottom number
of records based on measure objects.
Context Filters - Allows users to create dynamic filters which will return data based on who is
running a query. An example of a context filter is "Only return my direct reports".
Query Data Sort - Allows users to sort query data.
Subject Areas
Subject Areas enable users to quickly find needed elements for use in queries.
Subject Areas are collections objects that can be queried. These semantic layers of database fields are
used when querying on analytic data while using the Query Designer tool. Subject Areas are meant
to focus on specific types of analytic queries and are designed to make it easy for users to find the
elements they need.
Subject Area
Description
Talent Profile
Offers analysis on competency gaps, employee potential, and risk of loss.
Application Cycle Metrics
Offers analysis on job application volumes/pipelines, hire volumes, hiring
cycle ratios, offer acceptance, and cycle time
Requisition Cycle Time Metrics
Offers analysis on requisition cycle time such as Time to Fill, Time to
First Candidate Hired, Time to Approve, and Time to First Job Application
Received
Employee Goals
Offers analysis on goal creation processes, business goal alignment,
tracking/progress, and attainment.
User Guide
Native Analytics 12A
53
Query
Query
Subject Area
Description
Employee Performance
Offers detailed analysis of performance review ratings, allowing querying
on configured denormalized review ratings on individual competencies, and
sections.
Monthly Open Requisition Trends
Offers analysis on historical volumes and aging of open requisitions and
positions based on snapshots of data collected monthly over a period of
time.
Weekly Open Requisition Trends
Offers analysis on historical volumes and aging of open requisitions and
positions based on snapshots of data collected weekly over a period of
time.
Position Bench Strength
Offers analysis on critical positions, particularly around their bench
strength by allowing users to gain visibility on the quality of their succession
plans.
Source Quality Viewpoints
Offers analysis on effectiveness, efficiency and impact of recruiting sources
(application sources, recruiters, educational institutions, etc.). This subject
area also links to Taleo Performance data allowing analysis of quality of hire
by various sources.
EEO Summary
Offers analysis on candidates/job applications by regulatory answers, such
as race, gender, and ethnicity.
Creating a Query
Prerequisite
The Query Designer seat permission is required.
Analytics > Queries > Create Query
Steps
1. Give the query a name.
2. Click OK.
3. Choose your subject from the subject list.
4. Add projections in the Query tab.
Projections are the data objects that will be retrieved by the query and later used in charts.
5. Add filters in the Filter tab, if necessary.
6. Add sort order in the Order By tab, if necessary.
7. Add ranking in the Ranking tab, if necessary.
Next Step
Create a chart.
Deleting a Query
Prerequisite
The Query Designer seat permission is required.
User Guide
Native Analytics 12A
54
Query
Query
The query cannot be in use in a chart.
You must own the query.
Analytics > Queries
Steps
1. Select the query.
2. Click Delete Query.
3. Click Yes to confirm query deletion.
Duplicating a Query
Prerequisite
The Query Designer seat permission is required.
Analytics > Queries
Steps
1. Select the query.
2. Click Copy Query.
3. Name the new query.
4. Click OK.
Editing Query Permissions and Visibility
Prerequisite
The Query Designer seat permission is required.
You must own the query.
Analytics > Queries
Steps
1. Select the query.
2. Click Manage Security
3. Make public or private, if necessary.
4. Edit the permissions, if necessary.
5. Edit the role permissions, if necessary.
6. Click OK.
Result
If you made the query public depending on permissions it can be read, or read and copied, by other
query designers.
If you made the query private it cannot be accessed by other query designers.
The modifications to the role permissions will affect users with those roles at their next login.
Creating a Custom Projection
Prerequisite
The Query Designer seat permission is required.
User Guide
Native Analytics 12A
55
Query
Query
A projection can only be built in the query editor.
Analytics > Queries
Steps
1.
2.
3.
4.
Click the query.
Expand the selections.
Drag an element from the subject area, or constants and functions.
Choose a statement from the element select list, if necessary.
When developing custom expressions, click on the arrow to the right of the projection to bring up
the contextual menu of available functions / expressions.
5. Add any information necessary to complete the statement, if necessary.
6. Assign an alias by choosing Alias from the element select list.
7. Click Save.
Next Step
Create a filter, as necessary, to limit the data returned.
Saving a Custom Projection
Prerequisite
The Query Designer seat permission is required.
You must own the query.
The projection must have a statement included.
Analytics > Queries
Steps
1.
2.
3.
4.
Click the projection.
Choose Save As... from the element select list.
Name the projection.
Click Save.
Result
The projection is saved, and is accessible through Saved Expressions in the Selections channel.
Ordering Projections
Prerequisite
The Query Designer seat permission is required.
You must own the query.
Analytics > Queries
Steps
1. Click the query.
2. Click and drag the element type symbol for the text, date, or number.
If the projection will not move, click the context menu arrow to the right of the projection and
select Validate. This should surround the projection with a blue border, making it movable.
User Guide
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56
Query
Query
3. Click Save.
Result
This is the result for this task.
Next Step
This is the next step or post-requisite for this task.
Creating a Filter
Prerequisite
The Query Designer seat permission is required.
You must own the query.
Analytics > Queries
Steps
1. Click the query.
2. Click the Filter tab.
3. Choose an element from the subject area, constants and functions, or saved expressions.
4. Choose filter criteria.
5. To add another condition, select another element and drag and drop it immediately above or
below another filter's upper or lower border.
When dragged into the correct area, a horizontal bar will appear. When the bar appears, drop
the object.
6. Click AND or OR to toggle between statements.
7. To nest conditions select another element and drag and drop it to the right of a current element.
When dragged into the correct area, a vertical bar will appear. When the bar appears, drop the
object.
8. Click AND or OR to toggle between statements.
Result
The query results are limited by the criteria specified in the filter.
Deleting a Query Filter
Prerequisite
The Query Designer seat permission is required.
You must own the query.
Analytics > Queries
Steps
1. Click the query.
2. Click the Filter tab.
3. Click and drag the filter expression element into the trash can.
4. Click Save.
User Guide
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57
Query
Query
Sorting Results
Prerequisite
The Query Designer seat permission is required.
You must own the query.
Analytics > Queries
Steps
1. Click the query.
2. Click the Order By tab.
3. Drag a projection from the selections channel into the order by field.
Only projections used in the query are available for sorting.
4. Select Order Options from the element select list.
5. Select order.
6. Click OK.
7. Click Save.
Applying Rank Filters
Prerequisite
The Query Designer seat permission is required.
Analytics > Queries
Steps
1.
2.
3.
4.
Click the query.
Click the Ranking tab.
Choose Top, or Bottom.
Enter the number of elements you want returned.
If you add grouping you will get the number of elements defined per group.
5. Add a measure by dragging numeric projections from the Selections channel into the Based on
measure: input box.
6. To add grouping, drag a dimension from the Selections channel into the For each dimension:
input box.
Statements
Statements are used in query projections to retrieve specific data.
The placement of the variables and the user inputs are recommendations. In many situations you
can use these features interchangeably.
UI Element
Description
Syntax
Numbers
User Guide
Native Analytics 12A
58
Query
Query
UI Element
Case
Description
The case statement has may different uses outlined
here.
Syntax
Case (expression
when condition
then result else
result
Count
Return a count of the number of elements returned
NVL
Substitute a value when a null value is encountered
string is the variable string to test for a Null Value
NVL (string,
replace)
replace is the value returned if the string is null
Add
Adds two numbers together
num1 + num2
Either number can be changed from a variable to a
constant
Minus
Subtracts num2 from num1
num1 - num2
Either number can be changed from a variable to a
constant
Multiply
Multiplies num1 and num2
num1 * num2
Either number can be changed from a variable to a
constant
Divide
Divides num1 by num2
num1 / num2
Either number can be changed from a variable to a
constant
Sum
Computes the sum of all of the numbers in a series
Sum (varNumbers)
Average
Computes the sum of all of the numbers in a series and
divides by the number of elements in the series
Average
(varNumbers)
Absolute
Returns the absolute value of a number
Abs (num)
Floor
Returns the largest whole number that is equal or less to Floor (num)
the variable
Ceil
Returns the largest whole number that is greater than or
equal to the variable
Ceil (num)
Trunc
Returns a number truncated to a specified level of
decimal places
Truncate(num,
#Decimals
num is the number to truncate
#Decimals is the number of decimal places to
truncate to
User Guide
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Query
Query
UI Element
To_Char
Description
Syntax
Converts a number to a string
To Char(string,
format)
The case statement has may different uses outlined
here.
Case (expression
when condition
then result else
Characters
Case
result
Count
Return a count of the number of elements returned
NVL
Substitute a value when a null value is encountered
string is the variable string to test for a Null Value
NVL (string,
replace)
replace is the value returned if the string is null
Length
Returns a count of the number of characters in a
specified string
LTrim
Trims the blank spaces at the beginning of a string
LTrim(string)
RTrim
Trims the blank spaces at the end of a string
RTrim(string)
Trim
Trims the blank spaces at the beginning and the end of a Trim(string)
string
Concat
Concatenates two strings
Either string can be a variable or a user input
Substring
A substring will be taken from a string
When startnum is 0, the start position is treated as 1,
or the first character of the string
Concat (string1,
string2
>Substr(string,
startnum,
length)
When startnum is a positive number, the substring
count starts at the first character of the string
When startnum is a negative number, the substring
count starts at the last character in the string and counts
backwards
To Date
To Date can only be used on a string that is already a
formatted date string
To Date (datestring,
format
The format should use one of the standard date
formats.
Init Cap
Returns the string with the first letter of each word
capitalized and all other letters lowercased
Initcap (string
Lower Case
Returns the string with all letters lowercased
lower(string)
User Guide
Native Analytics 12A
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Query
Query
UI Element
Description
Syntax
Upper Case
Returns the string with all letters uppercased
upper(string)
Position
Returns the position of a substring in a string
Position (string,
substring,
start@Char,
Returns 0 if the substring is not found
search is the string to search
NthAppearance
substring is the string to search on
When start@Char is 0, the start position is treated as
1, or the first character of the string
When start@Char is a positive number, the substring
count starts at the first character of the string
When start@Char is a negative number, the
substring count starts at the last character in the string
and counts backwards
When NthAppearance is 0, the position of the first
th
appearance of the string is returned. If it is set the N
appearance is returned.
To Number
Converts a string to a number
To Number(string,
format)
The case statement has may different uses outlined
here.
Case (expression
when condition
then result else
Date
Case
result
NVL
Substitute a value when a null value is encountered
string is the variable string to test for a Null Value
NVL (string,
replace)
replace is the value returned if the string is null
Min
Returns the earliest date
Min (date)
Max
Returns the latest date
Max (date)
Format Date
Returns a formatted date
Format (date,
format is the date format
Count
User Guide
format
Return a count of the number of elements returned
Native Analytics 12A
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Query
Query
Case Statement
The case statement has the functionality of an IF-THEN-ELSE statement.
Case (Expression)
There are several ways to effectively use the case statement to filter the appropriate data.
Case can be used to group results stored as a variable. In the Employee Review Goal Distribution
query the case statement was used effectively to filter review result ratings into four categories Mixed,
Solid, Excellent, and Outstanding.
Employee Review Goal Distribution
Alias
Syntax
Description
Query
Review Period
Substring Emp. Review Request Name, 1, 4
The substring
command is being
used to extract the year
which is the first four
characters in the string.
Mixed
Count [Case Review Competency Rating Value
Employees are
grouped by their review
competency rating, and
then counted.
When 2 Then Employee Number]
Solid
Count [Case Review Competency Rating Value
When 3 Then Employee Number]
Excellent
Count [Case Review Competency Rating Value
When 4 Then Employee Number]
Outstanding
Count [Case Review Competency Rating Value
When 5 Then Employee Number]
Employees are
grouped by their review
competency rating, and
then counted.
Employees are
grouped by their review
competency rating, and
then counted.
Employees are
grouped by their review
competency rating, and
then counted.
Filter
Emp. Review Request Name
Emp. Review Request Name In List 2010 Dev
Review;2009 Dev Review;2008 Dev
Review
Filters the data for
relevant years.
Order By
User Guide
Native Analytics 12A
62
Query
Query
Employee Review Goal Distribution
Alias
Syntax
Review Period
Description
Orders the results by
the review period.
Case (Search)
The and/or operators are available to the when clause as statements in the Case (Search) function.
The when element must be replaced by an expression before an element can be added from the
Selections channel. The available expressions are:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
And
Or
Equals
Not Equals
Less Than
Greater Than
Greater Than Or Equal
Like
Not Like
Between
In List
Not In List
Is Null
Is Not Null
Case (Search) can be used to rename values. In the Employee Competency Performance by
Competency query the competency names were shortened to improve the display of the information.
Employee Competency Performance by Competency
Alias
Syntax
Description
Query
Mixed
Count [Case Emp. Review Item Rating
When 2 Then Employee NO]
Solid
Count [Case Emp. Review Item Rating
When 3 Then Employee NO]
Excellent
Count [Case Emp. Review Item Rating
When 4 Then Employee NO]
User Guide
Native Analytics 12A
Employees are
grouped by their
employee review
item rating, and then
counted.
Employees are
grouped by their
employee review
item rating, and then
counted.
Employees are
grouped by their
employee review
63
Query
Query
Employee Competency Performance by Competency
Alias
Syntax
Description
item rating, and then
counted.
Outstanding
Employees are
grouped by their
employee review
item rating, and then
counted.
Count [Case Emp. Review Item Rating
When 5 Then Employee NO]
Group
Organization Description [Leaf]
Competency
Case Review Item Competency Name
When Software Development Planning
Then S. Dev. Planning
Item competency
names are changed for
formatting.
When Object-oriented design Then OO
Design
When Program problem solving Then
Problem Solving
When Agile Methodology Then Agile
When Analytical thinking Then
Analytical
When Result oriented Then Results
Else
Review Item Competency Name
Format Date Elements
UI Element
Description
YEAR
Year, spelled out
YYYY
4-digit year
YYY
Last 3, 2, 1 digit(s) of year
YY
Y
IYY
Last 3, 2, or 1 digit(s) of ISO year
IY
I
IYYY
User Guide
4-digit year based on the ISO standard
Native Analytics 12A
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Query
Query
UI Element
Description
Q
Quarter of year (1, 2, 3, 4; JAN-MAR = 1)
MM
Month (01-12; JAN = 01)
MON
Abbreviated name of month
MONTH
Name of month, padded with blanks to length of 9 characters
RM
Roman numeral month (I-XII; JAN = I)
WW
Week of year (1-53) where week 1 starts on the first day of the year and
continues to the seventh day of the year
W
Week of month (1-5) where week 1 starts on the first day of the month
and ends on the seventh
IW
Week of year (1-52 or 1-53) based on the ISO standard
D
Day of week (1-7)
DAY
Name of day
DD
Day of month (1-31)
DDD
Day of year (1-366)
DY
Abbreviated name of day
J
Julian day; the number of days since January 1, 4712 BC
HH
Hour of day (1-12)
HH12
Hour of day (1-12)
HH24
Hour of the day (0-23)
MI
Minute (0-59)
SS
Second (0-59)
SSSSS
Seconds past midnight (0-86399)
FF
Fractional Seconds
User Guide
Native Analytics 12A
65
Dashboard Examples
•
•
Dashboard........................................................................................................................67
Chart.................................................................................................................................68
Dashboard Examples
Dashboard
Dashboard
Dashboards
Dashboards provide a quick visual overview of relevant data.
Employee Development
Chart Details
•
•
•
•
•
•
Overall Competency Performance By Group
Employee Competency Performance By Competency
Competency Rating Distribution
Competency And Goal Distribution
Goal Rating Distribution
Performance Potential
Recruiting Process
Chart Details
•
•
•
•
•
Top Source Types of Hire
Recruiting Cycle Volume
Time to Hire
Offer Acceptance Rate
Filled Positions
Succession
Chart Details
•
•
•
•
•
Performance Vs. Risk of Loss
Overall Performance by Period
Employee Potential Breakdown
Bench Strength
Internal Vs. External Successors
Talent Inventory
Chart Details
•
•
•
•
•
•
Performance Vs. Risk of Loss
Years of Experience
Average Competency Gap Trend
Employee Potential Breakdown
Employee Degree Distribution
Avg Comparison Ratio by Organization
User Guide
Native Analytics 12A
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Dashboard Examples
Chart
Chart
Employee Development Chart Details
Overall Competency Performance By Group
UI Element
Description
General
Get Chart Data From
Employee Competency Performance By Group
Chart Type
Column
Data Binding
X Axis Binding
Group
Y Axis Binding
Mixed
Data Series Drivers
Solid
Excellent
Outstanding
Linked Charts
Employee Competency Performance
By Competency
Parent Dimension: Group
Employee Competency Performance By Competency
Input
Value
General
Get Chart Data From
Employee Competency Performance By Competency
Chart Type
Bar
Data Binding
X Axis Binding
Competency
Y Axis Binding
Mixed
Data Series Drivers
Solid
Excellent
User Guide
Native Analytics 12A
68
Dashboard Examples
Chart
Input
Value
Outstanding
Competency Rating Distribution
UI Element
Description
General
Get Chart Data From
Employee Review Competency Distribution
Chart Type
Column
Data Binding
X Axis Binding
Review Period
Y Axis Binding
Mixed
Data Series Drivers
Solid
Excellent
Outstanding
Competency and Goal Distribution
UI Element
Description
General
Get Chart Data From
Employee Competency and Goal Distribution
Chart Type
Bubble
Data Binding
X Axis Binding
Competency Rating
Y Axis Binding
Emp. Review Goal Rating Value
Bubble Size
# Employees
Bubble Color
Goal Rating Distribution
UI Element
Description
General
User Guide
Native Analytics 12A
69
Dashboard Examples
Chart
UI Element
Description
Get Chart Data From
Employee Review Goal Distribution
Chart Type
Pie
Data Binding
Slice Name Binding
Rating
Slice Value Binding
# Employees
Filters
Review Period
Allow Mult-select
Performance Potential
UI Element
Description
General
Get Chart Data From
Employee Performance and Potential Distribution
Chart Type
Bubble
Data Binding
X Axis Binding
Performance
Y Axis Binding
Potential
Bubble Size
# Employees
Bubble Color
ID
Recruiting Process Chart Details
Top Source Types of Hire
Input
Value
General
Get Chart Data From
Applicant Top Source Types of Hire
Chart Type
Pie
Data Binding
User Guide
Native Analytics 12A
70
Dashboard Examples
Chart
Input
Value
Slice Name Binding
Source Type
Slice Value Binding
# Hires
Filters
Hired Period
Allow Multi-select
Recruiting Cycle Volume
UI Element
Description
General
Get Chart Data From
Applicant Recruiting Workflow Funnel
Chart Type
Data Binding
Denormalized Measures
Yes
Y Axis Binding
# Apps
# Completed
# Ace
# Screened
# Interviewed
# Offered
# Hired
Filters
Filled Period
Allow Multi-select
Source
Allow Multi-select
Time to Hire
UI Element
Description
General
Get Chart Data From
Applicant Time To Hire Trend
Chart Type
Line
User Guide
Native Analytics 12A
71
Dashboard Examples
Chart
UI Element
Description
Data Binding
X Axis Binding
Hired Period
Y Axis Binding
Average Time To Hire
Data Series Drivers
Goal
Threshold
Enable Dimension/Measure Flipping
Yes
Filters
Hired Period
Allow Multi-select
Job Category
Allow Multi-select
Business Unit
Allow Multi-select
Offer Acceptance Rate
UI Element
Description
General
Get Chart Data From
Applicant Offer Acceptance Rate
Chart Type
Area
Data Binding
X Axis Binding
Closed Date
Y Axis Binding
% Accepts
Filled Positions
UI Element
Description
General
Get Chart Data From
Applicant Filled Positions Internal Vs. External
Chart Type
Column
Data Binding
X Axis Binding
User Guide
Hired Period
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Dashboard Examples
Chart
UI Element
Description
Y Axis Binding
# External
Data Series Drivers
# Internal
Filters
Job Category
Allow Multi-select
Succession Chart Details
Performance Vs. Risk of Loss
Input
Value
General
Get Chart Data From
Successor Vs. Risk of Loss by Organization
Chart Type
Bubble
Data Binding
X Axis Binding
Average Performance
Y Axis Binding
Average Risk of Loss
Bubble Size
# Employees
Bubble Color
Organization
Overall Performance By Period
UI Element
Description
General
Get Chart Data From
Employee Overall Performance By Period
Chart Type
Line
Data Binding
X Axis Binding
Performance
Y Axis Binding
-2008-
Data Series Drivers
-2009-
User Guide
Native Analytics 12A
73
Dashboard Examples
Chart
UI Element
Description
-2010-
Employee Potential Breakdown
UI Element
Description
General
Get Chart Data From
Employee Potential Breakdown
Chart Type
Doughnut
Data Binding
Slice Name Binding
Potential
Slice Value Binding
# Employees
Bench Strength
UI Element
Description
General
Get Chart Data From
Position Bench Strength
Chart Type
Column
Data Binding
X Axis Binding
Organization
Y Axis Binding
# Positions
Data Series Drivers
>Bench
Internal Vs. External Successors
UI Element
Description
General
Get Chart Data From
Successors Internal Vs. External
Chart Type
Column
Data Binding
X Axis Binding
User Guide
Type
Native Analytics 12A
74
Dashboard Examples
Chart
UI Element
Y Axis Binding
Description
# Successors
Talent Inventory Chart Details
Performance Vs Risk of Loss
Input
Value
General
Get Chart Data From
Employee Performance Vs. Risk of Loss
Chart Type
Column
Data Binding
X Axis Binding
Performance
Y Axis Binding
# Low
Data Series Drivers
# Medium
# High
Filters
Organization
Allow Multi-select
Years of Experience
UI Element
Description
General
Get Chart Data From
Employee Years of Experience
Chart Type
Area
Data Binding
X Axis Binding
Years
Y Axis Binding
Count Employees
Employee Job Role
Allow Multi-select
User Guide
Native Analytics 12A
75
Dashboard Examples
Chart
Average Competency Gap Trend
UI Element
Description
General
Get Chart Data From
Employee Average Competency Gap Trend
Chart Type
Line
Data Binding
X Axis Binding
Period
Y Axis Binding
Average Gap
Filters
Employee Job Role
Allow Multi-select
Employee Potential Breakdown
UI Element
Description
General
Get Chart Data From
Employee Potential by US Location
Chart Type
Doughnut
Data Binding
Location
Location Level 02
Attributes
# Low
# Medium
# High
Bubble Size
# Employees
Location Level
State
Employee Degree Distribution
UI Element
Description
General
Get Chart Data From
User Guide
Employee Degree Distribution
Native Analytics 12A
76
Dashboard Examples
Chart
UI Element
Chart Type
Description
Doughnut
Data Binding
Slice Name Binding
Degree
Slice Value Binding
# Employees
Data Series Drivers
Average Comparison Ratio By Organization
UI Element
Description
General
Get Chart Data From
Employee Average Compensation Ratio by Organization
Chart Type
Linear Gauge
Data Binding
X Axis Binding
Organization
Y Axis Binding
Compensation Ratio
Data Series Drivers
User Guide
Native Analytics 12A
77