In the first article of this series, “An Introduction to SuccessFactors Dashboards 2.0 Reports,” I introduced the new concepts of SuccessFactors Dashboards 2.0 Reports functionality. In the second article, “How to Build Tiles for Use in SuccessFactors Dashboard 2.0 Reports,” I explained how to build tiles to use in dashboards. In this third and final article, I offer a comprehensive step-by-step guide for how to use those tiles to build a dashboard, and how to share the dashboard with others in your organization.
How to Create a New Dashboard
Once tiles have been created in SuccessFactors, the next step is to create the dashboard to host the tile. To start, go to the initial dashboard Home by clicking the Manage Dashboards link in Admin Center (Figure 1).
Click the Manage Dashboards link
In the screen that opens (Figure 2) click the Manage Tile-Based Dashboards option to open the wizard. This opens the screen in Figure 3 where you select Create New Dashboard.
Open the Manage Tile-Based Dashboards wizard
Click the Create New Dashboard option
In the screen that opens (Figure 4), enter a name and a description for your new tile-based dashboard (e.g., 2016 Performance Data and This dashboard includes relevant data for the 2016 Performance Review cycle for the entire organization, respectively). Then click the Add Tile option.
Add a name and description for the new tile-based dashboard
This opens a pop-up window that displays all the available tiles (Figure 5). Select the one that you created earlier—Competency Rating. (If desired, you can also include other tiles in tile-based dashboards.) In this example, just select the new, Competency Rating one to add to the dashboard, and then click the Done button.
Add the new tile to the dashboard host
Back in the Create Tile-Based Dashboard page (Figure 4), click the Save icon to save the new dashboard’s settings.
How to Share Dashboards
Now, look for the dashboard you just created. On the right side of the Admin Center screen in Figure 6, click the people icon . This opens a screen where you can search for employees (Figure 7). Search for whomever should have access to see the dashboard—in this case, the CEO, Daniel Cortez, as shown in Figure 7.
Click the people icon to start searching for employees with whom to share the dashboard
Choose employees with whom to share the new dashboard
For users to see the dashboard (after it has been shared with them), they just click the Home option at the top and then select Analytics from the drop-down options that open (Figure 8).
Select the Analytics option
In the screen that opens (Figure 9), click Dashboards 2.0 at the top and select the dashboard from the drop-down menu options (in this case, 2016 Performance Data). This opens the dashboard you just created (Figure 10).
Open the new dashboard
The new dashboard display
Click any of the bars in the graph to display the drill-down information for that metric (shown at the bottom of Figure 10). For example, to see how many employees—and exactly who—fall under the Meets Expectations’ metric, click that bar. If you would like to export the data (either to a CSV file or to Excel), click the CSV or Excel option (highlighted in the figure).
In this case, click Excel. This opens the pop-up window in Figure 11 where you select the Save File radio button, and then click the OK button. This saves the data to an Excel spreadsheet, as shown in Figure 12.
Save the dashboard data to an Excel spreadsheet
The data is saved in Excel