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This page outlines multiple solution, dashboard, view, template and tool updates as well as new configuration options functionality available in Acendre Analytics.

Table of Contents
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Tip

Key new analytics functions that include:

  • control over whether cached filter values are limited by other report filters

  • limit bar and column charts to top (or bottom) N results

  • logarithmic scale for charts

  • auto text for chart canvases and broadcast subjects

  • a wide range of new dashboard config options

Explore and expand selected items below for relevant detail. Note that most functions are already

Status
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titleAvailable
whilst some are awaiting deployment and
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titleComing soon
.

Note

These updates and functions are only available in the new Acendre Analytics for Recruit data. If you are only using Analytics Classic, speak to your Client Success Manager to move across.

Analytics Solution Updates

See Analytics Solutions for full range of services offered.

Calculated Filters

  • Calculated Filtersallow you to quickly include/exclude certain results, like excluding test jobs, isolating or excluding your graduate programs, or eliminating any jobs archived more than a year ago.

Multi Select Extractions

  • Multi Select Extractionsand other complex field manipulations/combinations that allow us to separate multiselect answers into different rows.

  • An similar solution is to combine multiple questions (eg Yes/No questions) into a single field to allow simple filtering and display of values, as used flor Question Use and Question Options in the view SYS 4.8 Global Questions below.

Expand
titleMulti Select Extraction/Combination Preview


System Dashboard and View Updates

Welcome Dashboard

  • New Changes/New Features page link

  • New to System Templates banner

Expand
titleWelcome Dashboard Preview

System Templates Dashboard

  • Navigation Headers updates

  • Jobs Opening and Closing added to Current Recruitment

  • New Days At Step sub tab

  • New Global Questions sub tab with toggle to show/hide relevant reports and filters

    • Global Question Master and Table with drill throughs to Question Use, System/Form Templates, Answers, Contnt Loading and Report Options per GQ

    • Reportable GQ data with GQs per context, matching of context with question use settings, tracking of app data GQ volume, and mapping of GQs from Recruit to DWH to view folder and field

  • Updated Tools sub tab with new job/process templates and toggle to show/hide reports and filters

Expand
titleSystem Templates Subtab and Header Preview
Expand
titleSystem Templates Global Questions Preview

Global Questions toggle (default):

Reportable GQs toggle:

Expand
titleSystem Templates Tools Preview

SYS 1.2 Job Process View

  • Expanded job template data to include jobs that aren’t templates that were copied to create other jobs.

    • Also available in SYS 1.1 Jobs and Apps

  • Process Workflow ID to link a Candidate Approval process to its related Assessment Process (same Workflow iD)

Expand
titleJob Process Field Preview

SYS 4.3 Form Configuration View

  • Added the Workflow ID, Copied from Process ID and (for Candidate Approval process templates) the associated Assessment Template ID.

Expand
titleForm Configuration Preview

SYS 4.8 Global Question Configuration View

  • Expanded question details; question use combined, total forms and by form type; question options combined and by individual setting; answer options; report options; and other GQ settings.

  • See the Global Question subtab and Global Question Configuration report details for more details.

Expand
titleGlobal Question Configuration Preview


New System Templates & Analytics Tools

See System Templates and Tools and Analytics Tools for full lists.

Current Jobs Opening and Closing

See the jobs that are opening and closing in a given period (default Today) and then a calendar view (default this calendar month). Adjust Summary and Calendar period as required.

Visible on the Current Recruitment subtab of the System Templates Dashboard.

Expand
titleCurrent Jobs Opening and Closing Preview

Days At Step

View jobs by current workflow status (with drill through) and days at step by process and step type (via generic step name categorisation for job and assessment steps).

Visible on the Days At Step subtab of the System Templates Dashboard.

Expand
titleDays At Step Preview

Global Question Configuration

Explore and filter your global questions, their various settings, and drill through to question use, linked system/form system templates, answers, content loading settings, and report options.

On the System Templates Dashboard, toggle to additional Reportable GQ data including use match (question use vs report context).

Visible on the Global Questions subtab of the System Templates Dashboard.E

Expand
titleGlobal Question Configuration Preview

Question Use pop-up:

System/Form Templates drill through, with additional drills to Form/Process configuration and associated active jobs:

Answer Details pop-up:

Content Loading pop-up:

Report Options pop-up:

Global Question Report Options

Explore Global Questions enabled for reporting in Acendre Analytics by context, whether that context matches the question use (ie the types of forms that GQ can be used on). No match means the GQ will always be null in that context.

Co-displayed with the new analytics tool Global Questions: Report Options Advanced report which maps GQs through to the relevant view(s), folder and field.

Expand
titleGlobal Question Report Options Preview

Tools: Job Templates

Tools: Process Templates

Explore your job and process templates, which ones are active, and how many active (not archived) jobs used those templates.

Drill through to active jobs using a template, and also see jobs linked to copies/other versions of that template (by name) or jobs copied from other jobs.

Visible on the Tools subtab of the System Templates Dashboard.

Expand
titleJob Templates Preview

Job Templates by Active Jobs pop-up:

Job Copy data:

Expand
titleProcess Templates Preview

Process Templates by Active Jobs pop up:

Job Copy data:

Report List

Lists Public reports by Folder and Sub Folder, filterable by a number of fileds and includes the Report ID for reference.

Visible on the Current Recruitment subtab of the System Templates Dashboard.

Expand
titleReport List Preview

Global Questions: Report Options Advanced

View Global Questions enabled for reporting in Acendre Analytics by context, its table and field mapping in the DWH, and where they have been added in your custom view(s).

Visible on the Global Questions subtab of the System Templates Dashboard.

Expand
titleGlobal Questions: Report Options Advanced Preview

Analytics Functionality

Function

Area

Status

New Features

Detail

Reports

Data

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titleAvailable

  • Specify your calculated field result type, eg text or numeric.

Expand
titleCalculated Field Result Type

Filters

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titleComing soon

  • Specify if cached filter values are limited by other filters.

Expand
titleCached Filter Value Options

New options allow you to determine whether other report filters are applied when caching filter values, and for limiting the complexity of the queries used to load cached filter values. See Filter Formatting > Value List Selection for the relevant filter.

Charts

Status
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titleAvailable

  • Limit bar and column chart results.

Expand
titleTrim Chart Dimensions

Trim bar and column chart categories to only show top or bottom # rather than all.

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titleComing soon

  • New Multi Pie Chart label options

Expand
titleMulti Pie Chart Options

New multi pie chart display options include the ability to sort labels and configure font label formatting.

- Custom label formatting

- Label sort (under Series Settings > Color)

  • New Logarithmic Scale option

Expand
titleLogarithmic Scale Option

A new logarithmic scale option for numeric axes, for all suitable chart types, allows better scaling from small to large numbers.

Design

Status
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titleAvailable

  • Edit charts from the report canvas.

Expand
titleEdit Charts from Canvas

Right click chart or the Transform icon in the chart’s top right corner to access this menu > Edit Chart.

  • Add automatic text to the report canvas.

Expand
titleAutomatic Canvas Text

Add report name, report description, specific cell values, filter values and column aggregations as automatic text. See table below for more detail.

Dashboards

Navigation and Distribution

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titleAvailable

  • Broadcast a dashboard as link or PDF.

Expand
titleBroadcast Dashboard

Select the broadcast icon in the top right corner to set up a dashboard broadcast to selected users or email addresses.

  • View dashboards in full screen mode.

Expand
titleFull Screen Mode

View a dashboard in full screen mode (within the Recruit frame).

To return to normal view, hit escape or click this icon (

Status
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titleCOming Soon
)

  • Bookmark and distribute filter values.

Expand
titleBookmark Filters and Distribute Bookmark

Bookmark filter values for repeated and/or default use.

Set as either:

1) Private to you, and if it is your default bookmark for this filter set

2) Visible to selected recipients, who they are (by user or analytics user group), and if it is their default bookmark.

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titleComing soon

  • Toggle between Chart/Table views

Expand
titleChart/Table Toggle

Switch from Canvas/Chart to table view on the dashboard and back again.

  • PDF Export subtab selection and notification

Expand
titlePDF Export Options

Select which dashboard sub tabs to export via PDF, and navigate away from dashboard while the export runs in the background (with a foreground loading message).

Content Configuration

Status
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titleAvailable

  • Set up dashboard tabs/subtabs in canvas mode.

Expand
titleDashboard Layouts

  • Access additional widgets with canvas mode.

Expand
titleCanvas-Specific Widgets
  • Add Quick Charts using the Blueprints widget.

Expand
titleQuick Chart Blueprints

Use a blue print widget to create a quick chart for your dashboard.

1. Select a blueprint.

2. Select Create Simple Report to create your report on the dashboard. (Select Create Advanced Report to go to the full report editor. Your report will be automatically added to your dashboard when published.)

3. Select your source view (usually Custom view 1.0), then any required dimension(s) and/or series.

4. Add any required report filters to the chart properties.

5. To access the advanced edit option for your simple report/quick chart, right click the chart > Advanced Edit.

  • Undo or redo your latest dashboard edit actions.

Expand
titleUndo/Redo Dashboard Edits
  • Add associated reports to a dashboard.

Expand
titleAssociated Reports

Add the Associated Reports widget to a dashboard’s global content or subtab panels to provide links to additional reports.

  • Show or hide the report name and menu.

Expand
titleShow/Hide Report Name and Menu

Show or hide the report name in the report properties panel.

Specify when the report menu will appear - inheriting the dashboard/subtab settings, always, on hover, or never. This gives access to report information, opening the report, or switching chart/table view.

  • Add a report to a dashboard multiple times.

Expand
titleReport Branching

Report branching allows the same report - including the canvas, multiple charts or report table - to be added to the dashboard more than once without running the SQL multiple times.

  • Trigger events with dashboard widgets.

Expand
titleClick Events

Go to selected report/widget settings > Action > Client Event to navigate to a specific sub tab, reset the dashboard or filters, jump to a report or go to an external link when clicking on that dashboard content.

Filter Configuration

Status
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titleAvailable

  • Left Hand Menu filter location.

Expand
titleFilters in Left Hand Side Navigation

Enable Left Filters in the Dashboard Properties to add filters in the left hand menu.

  • Filter styling and auto run settings

Expand
titleFilter Style and AutoRun

Access various filter display settings in the Filter Properties panel. Enable Auto run filters to refresh the dashboard as soon as a filter value is selected or entered.

Other Functions

Broadcasts

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titleAvailable

  • Monthly broadcasts are now more flexible.

Expand
titleMonthly Broadcast Options

Specify if monthly broadcasts should go on a particular date of the month (eg 1st) or a specific day of a specific week (eg 1st Monday).

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titleCOMING SOON

  • Includes filter tags in the Broadcast Subject

Expand
titleBroadcast Subject with Filter Values

Add filter values or filter details to a broadcast subject using the [filter:<filter title>] or [filterDetail:<filter title>] tags. Full details in table below.

Drill Throughs

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titleAvailable

  • Hard-coded filters available for drill throughs.

Expand
titleHard-coded Filters

Hard-coded filters (ie cannot be changed via user prompt) can now be applied to child report filters in the drill through settings, in addition to field or (user prompt) filter values.

Exports

Status
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titleAvailable

  • XLS Column and Row Size

Expand
titleFormat Column and Row Size

Automatically adjust the width and height of columns and rows based on their content.

  • New PDF export options

Expand
titlePDF Export Options

New options on PDF export of dashboards and reports include page size, page orientation (

Status
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titleAvailable
), and saving settings as default for next time (
Status
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titleComing Soon
).

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titleComing Soon

  • Icons from conditional formats

Expand
titleIcon Exports

Icons used in conditional formatting can be exported as a scalable vector graphic to XLS and DOCX files.

  • Section Summaries in XLS exports

Expand
titleSection Summaries

Section summaries are now included in XLS exports.

Broadcast Filters

Include filter values or full filter details in broadcast subjects.

Status
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titleComing Soon

Filter Parameter

Basic Example

Filter Parameter Text

Example within Broadcast Subject text

Filter Value Only

Job Open

[filter:<filter title>]

eg [filter:Job Status]

Weekly jobs report for Finance where Job Status In List Job Open, Selection Process

eg Weekly jobs report for [filter:Group] where [filterDetail:Job Status]

Full Filter Details

Job Status equals Job Open

[filterDetail:<filter title>]

eg [filterDetail:Job Status]

Text Parameters

Include automatic text or values on a chart canvas.

Status
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titleAvailable

Parameter

Parameter Text

Description

Report Name

[reportname]

Adding this will place the name of your report in your chart. You can set the report name when you publish it.

Report Description

[reportdescription]

This will show your report's description. You can provide this description when you publish the report.

Cell Value

[tablevalue:column=<value>:row=<value>]

This parameter takes a column and row coordinate from a report table and displays its value in the text widget. 

For example, [tablevalue:column=1:row=1] will display whatever value is in the first column and row of a table.

Note:

  • If the target contains a drill link, the parameter will ignore it.

  • If the target contains special formatting, such as bold, typeface, and border, the parameter will ignore it and use the text widget formatting instead.

  • If the target column field format is set (eg, Sparkline Formatter, Image Link Formatter, Action Button etc.), the parameter will preserve that setting.

  • If the target table has hidden columns, these should be counted (eg, if column 1 has a hidden field before it, it is actually column 2).

  • If the target doesn't exist, the parameter will be replaced with an empty string.

Filter Value

[filter:<filter_order>]

This widget parameter returns the filter you have applied in your report. You can include any filter by entering its order number.

For example, [filter:2] displays the second filter. Note however, that if a specified filter yields no value, then (None)will be displayed by default.

Raw Filter Value

[filter:<filter_order>:format=<value>]

This operator is used to display the filter value in its raw form or with the applied format.

Use the following keywords in place of <value>:

  • Raw: This displays the filter value in its raw form, even if a format has been applied to it. (Applied by default.) For example: [filter:1:format=raw]

  • Formatted: Use this keyword to display the filter value with its applied format. For example: [filter:1:format=formatted]

Filter Value with empty text

[filter:<filter_order>:empty=<text>]

You can also specify the exact text to display, if the selected filter brings up no value, by using the Empty operator. Simply enter the text that you want to show in case the filter returns empty.

E.g. [filter:1:empty=No result] - If the first filter is empty, then the text 'No result' will appear where this text widget filter parameter is placed.

Note: The following characters should not be included in the text: “:”, “[” or “]”.

Column Aggregation

[total:<column_number>]

Use this to display the total aggregation value set on a column field, where the column is specified with its order number in the report.

For example: [total:3] will show the total aggregated value of the third column.

This value will depend on the aggregation type set on the total of the column field in the report, if any has been defined; otherwise it will display the total Sum value for metric fields, or the total Count for dimension fields.

Column Aggregation Type

[total:<column_number>:<aggregation_type>]

This is similar to the above parameter, however it displays the total column value depending on the aggregation type that you specify in here. This will override the existing aggregation type defined in the report. Use the following keywords to specify the aggregation type (ensure the same format is used for these keywords, i.e. all capital letters):

SUM, AVG, MAX, MIN, COUNT, and COUNTDISTINCT.

For example, [total:2:AVG] will display the total average of the second column.

Note: For dimension fields, only COUNT and COUNTDISTINCT can be applied.