2776257 - Historical Matrix Grid Placement Portlet : How are the Start and End Date calculated?

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PLEASE NOTE: All information in this KBA has been moved to the SAP Help Guide at Implementing and Managing Succession - Understanding Matrix Grid Placement History. This KBA is planned for archival on September 30, 2024.

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This article provides an overview on how the Start and End Dates are Calculated in the Historical Matrix Grid Placement Portlet.

**Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental**

SAP SuccessFactors Succession Planning

The ratings for each trend information (i.e. Performance, Potential, Competency, Objective) displayed in Historical Matrix Grid Placement Portlet often have different Start Date and End Dates. Hence effective date boundary is considered based on the rating's 'End Date' in order to generate the historical matrix grid placements.

1. For example, if a user has Performance and Potential Ratings as mentioned below:
   
   
2. The End Dates from both the ratings are considered for the calculation of placements.
   
   
3. The Historical Matrix Grid Placement Portlet for this user will be as shown below:
   
   

Note: The same calculation logic is used for Objective-Competency (How vs What) Historical Matrix Grid Placement Portlet also.

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