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. 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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Visualize PeopleSoft Data with Pivot Grids

  1. 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. 2. QuestDirect.org Pivot Grids
  3. 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. 4. QuestDirect.org Creating a Pivot Grid
  5. 5. QuestDirect.org Sample Query Output
  6. 6. QuestDirect.org Pivot Grid Wizard
  7. 7. QuestDirect.org Step 1
  8. 8. QuestDirect.org Step 2
  9. 9. QuestDirect.org Step 3
  10. 10. QuestDirect.org Step 4
  11. 11. QuestDirect.org Step 5
  12. 12. QuestDirect.org Pivot Grid Viewer
  13. 13. QuestDirect.org Drill Down
  14. 14. QuestDirect.org Swap Axis
  15. 15. QuestDirect.org Demo
  16. 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. 17. QuestDirect.org Pagelet Wizard
  18. 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. 19. QuestDirect.org Create Pagelet For Pivot Grid
  20. 20. QuestDirect.org Wizard Step 1
  21. 21. QuestDirect.org Wizard Step 2
  22. 22. QuestDirect.org Wizard Step 3
  23. 23. QuestDirect.org Wizard Step 4
  24. 24. QuestDirect.org Wizard Step 5
  25. 25. QuestDirect.org Wizard Step 6
  26. 26. QuestDirect.org Wizard Complete
  27. 27. QuestDirect.org Add to Home Page
  28. 28. QuestDirect.org Arrange Layout
  29. 29. QuestDirect.org Pagelet Using PS/Query
  30. 30. QuestDirect.org Wizard Step 1
  31. 31. QuestDirect.org Wizard Step 2
  32. 32. QuestDirect.org Wizard Step 3
  33. 33. QuestDirect.org Wizard Step 4
  34. 34. QuestDirect.org Wizard Step 5
  35. 35. QuestDirect.org Setting Thresholds
  36. 36. QuestDirect.org Wizard Step 6
  37. 37. QuestDirect.org Pagelet with External URL
  38. 38. QuestDirect.org Define URL
  39. 39. QuestDirect.org Custom Display Option
  40. 40. QuestDirect.org Define XSL Template
  41. 41. QuestDirect.org Final Result
  42. 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. 43. Steve Canter: steve.c@smarterp.com Any Questions?

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