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Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
Visualize PeopleSoft Data with Pivot Grids
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Visualize PeopleSoft Data with Pivot Grids

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Presentation by Smart ERP Solutions covering how to use Pivot Grids for data visualization in PeopleSoft applications. Pivots grids can display the results in a grid format, a chart format, or both. …

Presentation by Smart ERP Solutions covering how to use Pivot Grids for data visualization in PeopleSoft applications. Pivots grids can display the results in a grid format, a chart format, or both. You use the Pivot Grid Wizard (to design how the page is displayed to the user. You do not need to be a developer to use Pivot Grids. If you can write a PS Query, you can create a Pivot Grid. Included in the presentation is how to create and deploy Pivot Grids. We also see how the Pagelet Wizard can be used to add Pivot Grids, as well as other types of data displays, to the PeopleSoft Home Page.

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  • 1. QuestDirect.org Visualize Data with Pivot Grids and Pagelets Steve Canter Director, Global Service Delivery Smart ERP Solutions steve.c@smarterp.com www.smarterp.com
  • 2. QuestDirect.org Pivot Grids
  • 3. QuestDirect.org What is a Pivot Grid? • Pivot Grid enables users to visually display data in a dashboard • Display data in different views by pivoting and filtering • View data in Grids or Charts • Uses PSQuery as the Data Source • Simple Wizard to create Pivot Grid
  • 4. QuestDirect.org Creating a Pivot Grid
  • 5. QuestDirect.org Sample Query Output
  • 6. QuestDirect.org Pivot Grid Wizard
  • 7. QuestDirect.org Step 1
  • 8. QuestDirect.org Step 2
  • 9. QuestDirect.org Step 3
  • 10. QuestDirect.org Step 4
  • 11. QuestDirect.org Step 5
  • 12. QuestDirect.org Pivot Grid Viewer
  • 13. QuestDirect.org Drill Down
  • 14. QuestDirect.org Swap Axis
  • 15. QuestDirect.org Demo
  • 16. QuestDirect.org Pivot Grid Summary • Provides basic BI functionality right in PeopleSoft • Uses PSQuery as the input • Simple 5-step Wizard • Use Pivot Grid Viewer to work with Pivot Grid • Download data to Excel for further analysis
  • 17. QuestDirect.org Pagelet Wizard
  • 18. QuestDirect.org What is Pagelet Wizard? • Pagelets are small pages that provide display-only snapshots of applicable content • Portal administrators and nontechnical users can use Pagelet Wizard to integrate and transform data from a variety of data sources • Pagelet Data Sources can include OBIEE Reports, PeopleSoft Query, Pivot Grids, External URLs, and more • More advanced functions do require technical skills
  • 19. QuestDirect.org Create Pagelet For Pivot Grid
  • 20. QuestDirect.org Wizard Step 1
  • 21. QuestDirect.org Wizard Step 2
  • 22. QuestDirect.org Wizard Step 3
  • 23. QuestDirect.org Wizard Step 4
  • 24. QuestDirect.org Wizard Step 5
  • 25. QuestDirect.org Wizard Step 6
  • 26. QuestDirect.org Wizard Complete
  • 27. QuestDirect.org Add to Home Page
  • 28. QuestDirect.org Arrange Layout
  • 29. QuestDirect.org Pagelet Using PS/Query
  • 30. QuestDirect.org Wizard Step 1
  • 31. QuestDirect.org Wizard Step 2
  • 32. QuestDirect.org Wizard Step 3
  • 33. QuestDirect.org Wizard Step 4
  • 34. QuestDirect.org Wizard Step 5
  • 35. QuestDirect.org Setting Thresholds
  • 36. QuestDirect.org Wizard Step 6
  • 37. QuestDirect.org Pagelet with External URL
  • 38. QuestDirect.org Define URL
  • 39. QuestDirect.org Custom Display Option
  • 40. QuestDirect.org Define XSL Template
  • 41. QuestDirect.org Final Result
  • 42. QuestDirect.org APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest
  • 43. Steve Canter: steve.c@smarterp.com Any Questions?

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