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Purpose

The purpose of this page is to explain the settings available on the Admin Center configuration pages: Matrix Grid Reports: Performance-Potential and Matrix Grid Reports: How vs. What. 

Overview

The options “Matrix Grid Reports: Performance-Potential” and “Matrix Grid Reports: How vs What” define how each Matrix Grid Report will work and what are the ratings to be used. They allow the administrator of the instance to configure the Matrix Grid Report in a way that it will only pull the necessary information and display it according to the business need.

Prerequisites

The access to the tools “Matrix Grid Reports: Performance-Potential” and “Matrix Grid Reports: How vs What” in Admin Center are controlled separately in RBP, under Manage Succession section:

  • Performance-Potential Configuration
  • How vs What Configuration

IMPORTANT

The How vs What Matrix Grid Report is dependent on the permission to access and configure the Performance-Potential Matrix Grid Report. However, the opposite is not true, as to access the Performance-Potential configuration page, users do not necessarily need to have the permission "How vs What Configuration" enabled.

Configuration page

Below is a screenshot of the options that can be seen inside this page:


  1. This box will define the name of the Matrix Grid Report – how it will be displayed inside the Succession and Analytics tab.

  2. These two boxes will define the name of each Axis inside the Matrix Grid Report.

  3. This is a locale selector for language-specific configurations. By changing the locale on this drop-down, you can configure labels according to each language.

  4. The Trend section determines which rating is being used on the Axis. You can use the following Trend rating information for any of the boxes:

    • Performance

    • Potential

    • Competency

    • Objective

    • Custom1

    • Custom2

    These ratings are mapped to system defined portlets inside the instance. These are the same ratings that will be available through the Trend export inside Extended User Information in Admin Center.

  5. Here you can define the custom weights for each placement. For complete information, refer to the Wiki Page “Matrix Grid Reports: Normalized Ratings and Custom Weights”.

  6. This section allows you to choose the process to be used by the Matrix Grid Report. Depending on the Process selected and on the sources added to each Process, the Matrix Grid will display the ratings accordingly. For more information, you can refer to the Article “2085416 - Succession Management - Matrix Grid Reports - Overview and General Questions”.

  7. Checking this option will show the Axis name on the Matrix Grid (the same one that can be defined in the second option of this Article).

  8. By checking the “Exclude in-progress forms when retrieving the most recent ratings” the Matrix Grid will ignore ratings that come from forms that are still in-progress.

  9. This option will enable the Historical Trend inside the Matrix Grid report. It is not suggested to enable this option if you are using Custom Weights. For more information about the Historical Trend, refer to the Article “2146615 - How to use the Historical Trend in Matrix Grid Reports”.

  10. Check this option to use an average of all available ratings in the Date Range defined for the Matrix Grid report instead of the latest one.

  11. Only works for legacy quickcard. Currently enabling the option will not cause links to be open in a new window.

  12. This will determine the user limit per cell. For full information, refer to the Article “2085433 - Matrix Grid - How to Change the Number of People Displayed in a 9-box – Succession”.

  13. Checking this option will reverse the Rating Scale being used by that Axis.

  14. This section allows the configuration of each placement inside the Matrix Grid. There are three options available on each placement:

    • BG Color: the background color to be used by each box. The color must be provided in Hex code to be used by the system.

    • Label: the label that belongs to each placement.

    • Text Color: similar to the BG Color, but defines the color for the Text instead. The color must be provided in Hex code to be used by the system.
      NOTE: The Text Color does not work for the new version of the Matrix Grid Report (v12). The system uses the default color (black).

  15. This section allows you to enable/disable the Unrated and Too new to rate features in the Matrix Grid. If they are enabled, you can configure their display the same way as it is described in the option 14 of this Article. 

    • Unrated: if enabled, any employees that do not have ratings for at least one of the axes or that have an "Unrated" rating (special type of rating) coming from a Performance Form or from a Calibration session will be included in this cell. 

    • Too New To Rate: if enabled, any employees that have a "Too New To Rate" (special type of rating) coming from a Performance Form or from a Calibration session will be included in this cell.
      For more information on this, refer to the Succession: Implementation and Administration Guide - Displaying Unrated and Too New to Rate.

Related Content

Bridge KBA: 2848263

Related Documents

Matrix Grid Report - Understanding the source of ratings

Matrix Grid Reports: Normalized Ratings and Custom Weights

Succession: Implementation and Administration Guide - Displaying Unrated and Too New to Rate

Related SAP KBAs

SAP KBA 2085416 - Succession Management - Matrix Grid Reports - Overview and General Questions

SAP KBA 2146615 - How to use the Historical Trend in Matrix Grid Reports

SAP KBA 2085433 - Matrix Grid: How to Change/Limit the Number of People Displayed in a 9-box

SAP KBA 2085389 - Succession: Matrix Grid - Using Too New To Rate or Unrated on Matrix Grids