2585855 - How to add new filters to the Employee Delta Export spreadsheet

New filters are needed in the Employee Delta Export spreadsheet.

1. Download the Employee Delta Export and the Excel Add-In from Admin Centre  [For further details please refer to KBA 2358156 - How to query data using the MS Excel Add-In from Successfactors]
2. Download and install the Excel Add-In and open the Employee Delta Export
3. Enter the relevant parameters related to connection settings  [For further details please refer to KBA 2358156 - How to query data using the MS Excel Add-In from Successfactors]
4. New filters are needed for specific reasons

The Employee Delta Export allows custom filters to be applied if necessary.

There are two types of filters in the  Employee Delta Export spreadsheet:

1. Filters supported by the Compound Employee API in the backend

2. Locally applied filters

To add a new filter that is supported by the Compound Employee API, the following steps can be applied:

1. Go to the Selection sheet and add a new row similar to the one for cost center

2. For the cell where the filter value is entered, introduce a name following the pattern EC_Filter_<parameter name> where <parameter name> is the name of the filter parameter defined in the Compound Employee API signature. For a reference of valid fields please go to the SFAPI Data Dictionary in Admin Tools.

In order to add a new locally applied filter in the spreadsheet:

1. Go to the Selection sheet and add a new row

2.  For the cell where the filter value is entered, introduce a name following the pattern EC_FilterAtClient_<parameter name> where <parameter name> is a name of your choice. In the example below, EC_FilterAtClient_myFilter is used

3. Go to the Config sheet and add the new parameter to the XPath of one of the Additional Filters sections that are already in place or add a new XPath to one of these sections. The example below shows custom_string1 under compensation_information being filtered based on the value of the newly created EC_FilterAtClient_myFilter field

More information on the report can be found in the manual "Using the Employee Delta Export Add-in for Microsoft Excel", downloadable from the instance at Admin Center -> Employee Delta Export

 2358156 - How to query data using the MS Excel Add-In from Successfactors

• Employee Delta Export
• CompoundEmployee API
• Custom filter

, KBA , LOD-SF-INT , Integrations , LOD-SF-INT-CE , Compound Employee API , How To

SAP SuccessFactors Employee Central all versions