PeopleSoft Technology Update

Transcription

1 PeopleSoft Technology Update Mastering PeopleSoft Reporting Tools Jeff Robbins, Deepankar Narayanan, Jody Schnell PeopleSoft September 2014 Copyright 2014, Oracle and/or its affiliates. All rights reserved. Restricted to event use only.

2 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. Restricted to event use only. 2

3 Transforming Reporting Data Becomes Visual Reporting Empowers Self-Service Embedded in Business Processes

4 Reporting Tools Features in 8.54 Pivot Grid PS Query Composite Query BI Publisher nvision,process Scheduler and Report Distribution SQR and Tree Manager Charting Copyright 2012, Oracle and/or its affiliates. All rights reserved.

5 Pivot Grid

6 Pivot Grid Features New Pivot Grid Search Component New Pivot Grid Viewer for Fluid mode PSFT Trees Support Support for Drill in URLs Ability to Reset to Default layout Ability to define a Pivot Grid from Query Manager Expand All/Collapse All Embedded Help support Ability to configure multiple views in the Wizard Ability to drill to details in Chart from Grid/Chart combo Ability to format Currency Values and % Grand Total Ability to use expressions in the associated PS Query

7 Pivot Grid Features Supports Related Actions Multi-select filters Improved Charts Dynamic filters and prompts Pivoting in Chart only mode Drilldown support in Grids Progressive Filtering Support Inter Window Communication New Admin pages and changes to the Wizard PeopleSoft Update Manager support

8 Pivot Grid Upcoming Features Simplified Analytics Support for Composite Query Datasource Facets as mini charts Support For Thresholds Date Field Formatting Support for multiple views (Save As) Integration to fluid related content Drilling URL to open in place/modals

9 Component Realtime Search - Setup

10 Component Realtime Search - Setup

11 Component Realtime Search

12 Component Realtime Search

13 Component Realtime Search

14 Simplified Analytics 8.55

15 CREATE NEW ANALYTIC REPORT SIMPLE TABLE

16 Back Expense Transaction Edit Add Wednesday June 15, 2008 Tuesday June 15, 2008 Conference Meeting Meals and Incidental Expense USD USD Wednesday May 18, 2008 Air Travel Southwest Airline USD Saturday May 14, 2008 Subscriptions USD

17 Back Expense Transaction NavBar: Edit Add Wednesday June 15, 2008 Conference Meeting USD My Analytics Tuesday June 15, 2008 Wednesday May 18, 2008 Saturday May 14, 2008 No analytic reports available Meals and Incidental Expense USD Other Analytics Air Travel Southwest Airline USD Q1 Sales Subscriptions My Favorites USD OOW Vendor Expense 4 days ago 2 days ago Analytic Reports

18 Back New Analytic Report Analytics Name All Expenses Next 2 What kind of analytics you want to create? Choose analytics type 1 How do you want to see the analytics? Simple Table Pivot Grid Chart Pivot Grid & Chart

19 Back New Analytic Report Analytics Name All Expenses Next 2 What kind of analytics you want to create? Choose analytics type Travel Expenses How do 1 you want to see the report? Procurement Expenses Simple Table Relocation Expenses Pivot Grid Chart Pivot Grid & Chart

20 Back New Analytic Report Analytics Name All Expenses Next 2 What kind of analytics you want to create? Travel Expenses How do you want to see the analytics? Simple Table 1 Pivot Grid Chart Pivot Grid & Chart

21 Back New Analytic Report Analytics Name All Expenses Previous Next 2 Choose the fields for your analytics Report number Report Date Merchant Country Accounting Month Transaction currency Approving Manager Options From 01/01/2000 To 01/01/2014 Department US Operations

22 Back New Analytic Report Filters Previous Save Accounting Month Jan (2) Feb (3) Mar (2) Apr (8) Report Number (2) (5) Bill Type (2) (5) more Analytics Name All Expenses Report Number Report Date Merchant Country ABB Inc USA P&G Ltd USA GE Motors USA ABB Inc USA ABB Inc USA ABB Inc USA P&G Ltd USA GE motors USA ABB Inc USA

23 Back Expense Transaction NavBar: Edit Add Wednesday June 15, 2008 Conference Meeting USD My Analytics Tuesday June 15, 2008 Meals and Incidental Expense All Expenses USD Today Wednesday May 18, 2008 Other Analytics Air Travel Southwest Airline USD Saturday May 14, 2008 Subscriptions My Favorites Q1 Sales USD 4 days ago OOW Vendor Expense 2 days ago Analytic Reports

24 CREATE NEW ANALYTIC REPORT PIVOT GRID User: Rosanna Channing

25 Back New Analytic Report Analytics Name All Expenses Next 2 What kind of analytics you want to create? Procurement Expenses How do you want to see the analytics? Simple Table Pivot Grid 1 Chart Pivot Grid & Chart

26 Back New Analytic Report Analytics Name All Expenses Previous Next 2 Choose the fields for your analytics Report Number Report Date Merchant Approving Manager Expense Amount Transaction currency Approving Manager Options From 01/01/2000 To 01/01/2014 Department US Operations

27 Back New Analytic Report Drag fields to add to report Report Number (2) FILTERS Report Number X ROW Merchant X COLUMN Previous Save (5) VALUE Expense Amount X Report Date Apply 12/01/ /11/ /08/2013 Merchant Merchant 1 Merchant 2 Merchant 3 A Approving Manager David Joe Rosanna Channing

28 CREATE NEW ANALYTIC REPORT CHART

29 Back New Analytic Report Analytics Name All Expenses Next 2 What kind of analytics you want to create? Procurement Expenses How do you want to see the analytics? Simple Table Pivot Grid 1 Chart Pivot Grid & Chart

30 Back New Analytic Report Analytics Name All Expenses Previous Next 2 Choose the fields for your analytics Expense Report Report Date Merchant Approving manager Expense Amount Transaction currency Approving Manager Options From 01/01/2000 To 01/01/2014 Department US Operations

31 Back New Analytic Report Drag fields to add to report Expense Report (2) FILTERS Expense Report X ROW Merchant X Previous Save (5) VALUE Expense Amount X Report Date Apply 12/01/ /11/ /08/2013 Merchant Merchant 1 Merchant 2 Merchant 3 Merchant 4 Approving Manager David Joe Rosanna Channing Expense Amount Merchant 1 Merchant 2 Merchant 3 Merchant 4

32 Configuration Component and Pivot Grid association

33 App Developer / Customer Business Analyst c Create pivot grid models Associates one or more pivot grid base models to component Associate one or more simplified reports to component

34 Composite Query Create queries Create Composite Query Create pivot grid models/views Create simple analytic reports (End user)

35 Process Scheduler and Report Distribution Enhancements

36 Process Scheduler, Report Distribution and nvision Feature Summary Self-service scheduling Partition Schedule and Manager Search enabled Report Repository Support for sftpand ftpsprotocols in the Report Node Java based Cross Platform Framework

37 Upcoming Features Self-Service Schedule enhancement to support Jobs which group processes Display Calendar to choose date in Self-Service Schedule Run time prompt Partition Schedule mapping to Process Definition page to enable automated partitioning of processes Personal Scheduler for end users to schedule different processes from single page

38 Upcoming Features ADG Enablement of AE, Cobol and Crystal Processes Report Node Validation Multiple field nplosion PeopleCode API for Excel

39 Self-Service Schedule Automated Schedule, Monitor and Access Reports from Application Transaction Pages

40 Self-Service Schedule Functionality New Functionality for End-Users to schedule and monitor processes PeopleSoft applications will deliver Self-Service Schedules Customers can also themselves create Self-Service Schedules Can be mapped to transaction pages using related action Automated mechanism for feeding context data to processes User prompts for providing run-time data to processes Execute, monitor process and view reports from transaction page Process execution on remote nodes Peoplecode API for integrating Self-Service schedules with customizations

41 Self-Service Schedule example in Accounts Receivable Self-Service Schedule example in Collections Workbench Links available on each individual item Creates Account Receivable Report for that particular item for the chosen Business Unit and Customer

42 Monitoring progress using Sliding Window Notification Self-Service Schedule can be used in combination with Sliding Notification Window Processes can be monitored from any PeopleSoft page Process execution progress can be viewed in Sliding Window Link to Final Report can be obtained in the Sliding Window

43 Accessing the Final Report Link to Final Report can be obtained in the Sliding Window This link will be available in all PeopleSoft pages Clicking the Link will open the actual report

44 SQR & Tree Manager Enhancements

45 SQR & Tree Manager Feature Summary SQR Rich-text support for long edit fields Support for XML output type Administer Personalization of SQR Report Porting to x64 bit windows platform PDFLib8.0.1 support on Z/OS Tree Manager Multiple Nodes/Leaves cut and paste

46 Tree Manager Multiple Node\Leaf Cut and Paste

47 BI Publisher PeopleTools 8.54 & beyond Oracle Confidential Internal/Restricted/Highly Restricted 47

48 BI Publisher Feature Summary PDFtoPS and PDFtoPCL Digital Signatures for PDF Output Editable/Updateable PDF Output SUBMIT button ing BIP reports to External Users Support Read Only access to BIP Report Metadata BIP Drilling URLs Ability to Save As or Delete a BIP report Oracle Confidential Internal/Restricted/Highly Restricted 48

49 BI Publisher Digital Signatures in PDF output Ability to Digitally Sign PDF reports Verifies the signer's identity and ensures that the document was not altered after it was created Digital signature can be attached to any BI Publisher PDF report Available for both PDF or RTF templates Oracle Confidential Internal/Restricted/Highly Restricted 49

50 Updateable PDF Processing Application initiates an updatable Report User edits report and clicks Submit Button Integration Broker (IB) uses REST services to Post a Message IB Handler (Application Class) receives the message Application provided App Class plug-in updates the database IB sends a confirmation/error message back to User Oracle Confidential Internal/Restricted/Highly Restricted 50

51 PSQuery PeopleTools 8.54 & beyond Oracle Confidential Internal/Restricted/Highly Restricted 51

52 PSQuery Feature Summary Default values for Prompts Image Support in Query Find Query/Connected Query Definitional References REST Service enablement of QAS JSON output Composite Query Oracle Confidential Internal/Restricted/Highly Restricted 52

53 Composite Query PeopleTools 8.54 & beyond Oracle Confidential Internal/Restricted/Highly Restricted 53

54 Composite Query Select from Queries instead of Records Combine multiple-levels of related information as a single, flattened query result, in order to perform subsequent aggregation and/or transformation Composite Query Manager New APIs and Query Access Services (QAS) Oracle Confidential Internal/Restricted/Highly Restricted 54

55 Connected Query verses Composite Query Query fields included Connected Query All fields Composite Query Only selected fields Join operator = =, >, <, <> Add Expressions No Yes Add Filters (Where clause) No Yes Sort final result set ( Order By ) No Yes Preview the SQL Output dataset No Hierarchical Yes Flat Output types XML HTML, webrowset, rowset, text, XML, Excel Oracle Confidential Internal/Restricted/Highly Restricted 55

56 Composite Query UI Oracle Confidential Internal/Restricted/Highly Restricted 56

57 For More Information The PeopleSoft Information Portal All your PeopleSoft information and training resources in one convenient location.

58 Get Connect and Stay Informed PeopleSoft in Social Oracle PeopleSoft Development Group Blogs Oracle PeopleSoft Page Oracle PeopleSoft Channel

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60

61 Appendix

62 Pivot Grid

63 PeopleSoft Tree Support - Setup

64 PeopleSoft Tree Support - Setup

65 PeopleSoft Tree Support

66 Currency Formatting Setup

67 Currency Formatting

68 Currency Formatting

69 Percentage Grand Total - Setup

70 Percentage Grand Total

71 Support for PS Query Drill In URL -Setup

72 Support for PS Query Drill In URL

73 Support for PS Query Drill In URL

74 Reset Personalizations

75 Create Pivot Grid from Query Manager

76 Create Pivot Grid from Query Manager

77 Embedded Help

78 Ability to Configure Multiple Views

79 Facets as Mini Charts - Setup

80 Facets as Mini Charts

81 Pivot Grid Threshold Support - Setup

82 Pivot Grid Threshold Support

83 Pivot Grid Threshold Support

84 Pivot Grid Date Field Formatting

85 Pivot Grid Currency Symbol on Chart Y Axis

86 Pivot Grid Separate Aggregate Label - Setup

87 Pivot Grid Separate Aggregate Label

88 Partition Schedule Partition Large DataSet to small datasets and schedule multiple processes simultaneously

89 Partition Schedule Functionality to simultaneously create multiple similar processes Automates Batch Scheduling of multiple processes Partition processes using existing application data tables Specify custom partition parameters using Application Classes Partition Manager to View parent-child relationship of Partition Schedule Instance and its processes Update and Re-Run processes Partition Manager to dynamically view Process Status

90 Partition Manager View multiple partitioned processes of a specific Schedule Instance Update, Re-Run, Delete Individual partitions Dynamic update of Partition Status

91 Search enabling report repository Search and retrieve reports based on metadata associated to report Search and retrieve reports based on content within the report

92 Report Node Setup Two new Secure protocols (sftpand ftps) added for transferring reports in secure manner New simplified User Interface for setting up Report Node

93 nvisionenhancements

94 Java based Cross Platform Framework PeopleTools 8.54 nvision Reports Windows Server Cross Platform Engine Excel Automation OpenXML New Framework to integrate Excel with PeopleSoft New nvisionengine developed on top of this framework nvisionreports can now be executed on UNIX Servers too Removes dependence on Windows Servers to execute nvision reports Cross Platform Framework used to support Query to Excel output exceeding rows Cross Platform Engine Unix Server

95 Upcoming release - Multi Field nplosion Multiple fields can be nploded simultaneously Summary details at every nplosion level Innovative Data Presentation

96 Upcoming release - PeopleCode API for Excel Read / write data from PIA to / from Excel documents Handle Excel files beyond rows. Output Excel data on pre-defined template. Create workbook/sheets/rows/cells Create workbook from existing template Work with Formulas

97 SQR & Tree Manager Enhancements

98 SQR Support for Rich Text-enabled long edit fields in SQR Provided support in SQR engine for handing Rich Text Content from the RTE enabled fields. Ability to Print Rich text formatted content to a PDF report without loosing formatting like Bold, Underline, Color, bullet and numbering etc. Provided New API for SQR to remove html tags from a Rich Text content of a Long Edit Box.

99 SQR Support XML Output Type in SQR Ability to generate XML files as one of the output formats for SQR reports Introduction of new commands to aid SQR developers with the generation of XML reports. Ability to integrate with other XML based reporting Tools and Payment gateways. Eliminates the need to write custom SQR to generate XML output.

100 SQR Administer Personalization of SQR Reports Provided ability to run a report based on the date and time formats from administrator s locale settings. Eliminates the needs to have multiple version of the same report for different locales. Supports Date formats, time format, decimal separators, thousand separators, paper size, etc as part of the personalization. Ability to override Administrator personalization at the Process Level

101 SQR Porting to x64 bit on Windows Platform Leverage the performance of 64-bit Windows operating System and 64 bit hardware underneath. Ability to handle larger address space, file sizes and larger data types. All the client components of SQR are converted to x64 bit platform. SQRW,SQRWT,SQRWP,SQRWV

102 SQR PDFLib8.0.1 support for SQR on Z/OS Added support of PDFLibrary for Z/OS. Provided support for generating Tagged PDF Reports for 508 compliance and SQR reports are all now accessible. Provides compatibility for the modern day PDF conversion programs. Improved treatment of Unicode CMapsfor better handling of Open Type Fonts.

103 Tree Manager Multiple Node\Leaf Cut and Paste Allows to cut multiple nodes\leafs and paste them at once. Works in the similar way as single node cut and paste giving following options. Paste as Child of a node. Paste as Sibling of a node/leaf Uses the same cut and paste API. All parent child relationships will be validated for pasting.