SAP Knowledge Base Article - Public

2789747 - Succession Management - How to report on user's current (latest) Matrix Grid Placement?

Symptom

 How to report on users' current (latest) Matrix Grid (9-box) Placement?

Environment

SAP SuccessFactors Succession Management - Matrix Grid Reports

Resolution

The recommended way to report on the user's Matrix Grid Placement data is by using the Matrix Grid Placement History portlets (background elements "matrix1placement" and "matrix2placement"). These portlets will have the entire history of Matrix Grid Placements for the users, but it's also possible to filter by the Placement Dates and obtain the latest placement only, as it will always have the Placement End Date empty.

To report on the latest Matrix Placement Record of the users:

Pre-requisites

Ensure you have configured the "matrix1placement" (for Performance-Potential) or "matrix2placement" (for Competency-Objective) background elements. For more information on these elements, refer to the Wiki Page Matrix Grid Reports - Matrix Grid Placement History portlets.

How to create the report?

  1. Go to Report Center > New > select "Report - Table" > select "Single Domain" > select "Employee Profile" for the domain. 
  2. Give a name to the report.
  3. In the People tab > click Refine Criteria > select Other Filters. 
  4. In the Columns tab, select some columns to identify the user in "Employee Information" and then the desired columns from the Historical Matrix Grid Placement portlet (which may have a different name depending on how it was configured for your instance and the nomenclature you use). 
  5. In the Filters tab > click Refine Criteria > select the column "Placement End Date" from the Historical Matrix Grid Placement portlet. Then, you'll have two options:
    1. Select the latest placement record by going to the "By Rule" tab > Add Rule > select "Is null" criteria.
    2. Select the placement from a specific year by going to the "By Rule" tab > Add Rule > select Equals To and the specific date. 
  6. Save the report and run it. 

See Also

 For more information on these portlets, refer to Wiki Page Matrix Grid Reports - Matrix Grid Placement History portlets.

Keywords

9-box 9box matrix grid perf-pot comp-obj how vs what placement current latest box block , KBA , LOD-SF-SCM-MXG , Matrix Grid Reports (9 Box) , LOD-SF-SCM , Succession Management , How To

Product

SAP SuccessFactors Succession & Development all versions