3032649 - Matrix Grid Report not updating with Calibrated rating

Matrix Grid Report is not updating the Performance rating changed in a Calibration Session, and continues to use the rating from the PM form, even though the Calibration Session was completed after the PM form.

• SAP SuccessFactors Succession Management
• SAP SuccessFactors Performance Management
• SAP SuccessFactors Calibration

1. Performance form with date range "01/01/2020-12/31/2020" is finalized with Performance rating "Medium";
2. Calibration Session with date range "01/01/2020-12/31/2020" is finalized after the PM form, with Performance rating "High";
3. Matrix Grid Report configuration in Admin Center has a process selected that included Succession Data for both Trend elements used in the report (e.g. Performance and Potential)
4. Go to Matrix Grid Report, generate the report with the date range of the ratings (01/01/2020-12/31/2020);
5. User is plotted in the placement for Medium Performance, instead of High Performance.

This is the expected system behavior, as the rating from PM form will always come first, and be considered the latest rating, when the ratings from both Calibration and PM form have the same End Date.

Currently, the system follows below logic to retrieve the most recent rating in Matrix Grid Report, based on the process and filters selected:

1. By the rating valid-to-date (end date);
2. If the end date is the same, then sorted by rating ID, which represents the date/time when the ratings are generated - for two PM forms with same date range, Sequence ID will be considered, that is based on the date and time the form was launched (ratings from the first form launched will be displayed).
   NOTE: When the ratings with same End Date are coming from PM Form and Calibration Session, the system will always use the PM form as the latest rating.

If you want to exclude the rating from the PM form in the Matrix Grid Report, you would need to remove the form template from the process selected for the Matrix Grid Report (Admin Center > Processes and Forms).

Guided Answers for troubleshooting issues in Matrix Grid Reports: Matrix Grid Reports – Users not showing / Users showing in the wrong box/placement

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SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Succession & Development