peoplesoft pivot grid 8.54 and beyond · approving manager expense amount transaction currency...

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PeopleSoft Pivot Grid 8.54 and beyondSangam 2014

Rahul MahashabdeBalaji Pattabhiraman

Oracle Confidential – Internal/Restricted/Highly Restricted


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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.

Oracle Confidential – Internal/Restricted/Highly Restricted 3


Pivot Grid


Pivot GridFeatures

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

New Pivot Grid Search Component

New Pivot Grid Viewer for Fluid

mode


Pivot GridFeatures

Supports Related Actions

Multi-select filters Improved ChartsDynamic 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


PeopleSoft Tree Support - Setup


PeopleSoft Tree Support


Component Realtime Search - Setup


Component Realtime Search


Currency Formatting Setup


Currency Formatting


Percentage Grand Total - Setup


Percentage Grand Total


Support for PS Query Drill In URL - Setup


Support for PS Query Drill In URL


Reset Personalizations


Create Pivot Grid from Query Manager


Embedded Help


Ability to Configure Multiple Views


Pivot GridUpcoming 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


Simplified Analytics8.55


CREATE NEW ANALYTIC REPORT – SIMPLE TABLE

NavBarBack Expense Transaction

Wednesday

June 15, 2008Conference Meeting 11.00 USD

Tuesday

June 15, 2008Meals and Incidental Expense 80.05 USD

Wednesday

May 18, 2008Air Travel Southwest Airline -139.00 USD

SaturdayMay 14, 2008

Subscriptions 90.53 USD

Edit Add


Wednesday


Tuesday


Wednesday




Edit Add

My Favorites

NavBar:

Analytic Reports

No analytic reports available

Other Analytics

Q1 Sales 4 days ago

OOW Vendor Expense 2 days ago

My Analytics

NavBarBack New Analytic Report

All Expenses

Analytics Name

Next

How do you want to see the analytics?

2

Simple Table

Pivot Grid

Chart

Pivot Grid & Chart

What kind of analytics you want to create?

Choose analytics type

1


All Expenses

Analytics Name

Next

How do you want to see the report?

2

Simple Table

Pivot Grid

Chart

Pivot Grid & Chart


Choose analytics type

Travel Expenses

Procurement Expenses

Relocation Expenses

1


All Expenses

Analytics Name Next


2

Simple Table

Pivot Grid

Chart

Pivot Grid & Chart

1


Travel Expenses

NavBarBack

All Expenses

Analytics Name

Next

2

Report number

Report Date

Merchant

Country

Accounting Month

Transaction currency

Approving Manager

Choose the fields for your analytics

Options

From 01/01/2000

To

Previous

Department

New Analytic Report

01/01/2014

US Operations

NavBarBack

SavePrevious

Jan (2)

Feb (3)

Mar (2)

Apr (8)

Accounting Month

Report Number

0000678514 (2)

0000678516 (5)

more

Bill Type

0000678514 (2)

0000678516 (5)

Filters

Report Number Report Date Merchant Country

0000678516 2012-04-09 ABB Inc USA

0000678517 2012-04-19 P&G Ltd USA

0000678518 2012-04-11 GE Motors USA

0000678519 2012-04-20 ABB Inc USA

0000678520 2012-04-21ABB Inc

USA

0000678521 2012-04-22ABB Inc

USA

0000678522 2012-04-03 P&G Ltd USA

0000678523 2012-04-11 GE motors USA

0000678524 2012-04-09ABB Inc

USA

All Expenses

Analytics Name

New Analytic Report


Wednesday


Tuesday


Wednesday




Edit Add

My Favorites

NavBar:

All Expenses Today

Analytic Reports

My Analytics

Other Analytics

Q1 Sales 4 days ago

OOW Vendor Expense 2 days ago

CREATE NEW ANALYTIC REPORT – PIVOT GRID

User: Rosanna Channing


All Expenses

Analytics Name

Next


2

Simple Table

Pivot Grid

Chart

Pivot Grid & Chart



1

NavBarBack

All Expenses

Analytics Name

Next

2

Report Number

Report Date

Merchant

Approving Manager

Expense Amount


Approving Manager


Options

From 01/01/2000

To

Previous

Department

New Analytic Report

01/01/2014

US Operations

NavBarBack

Drag fields to add to report

FILTERS

VALUE

Report Number X

COLUMNROW Merchant X

New Analytic Report

SavePrevious

Report Number

0000678514 (2)

0000678516 (5)

Report Date

12/01/2014

06/11/2013

09/08/2013

A

Expense Amount X

Apply

Merchant

Merchant 1

Merchant 2

Merchant 3

David

Joe

Rosanna Channing

Approving Manager

CREATE NEW ANALYTIC REPORT – CHART


All Expenses

Analytics Name

Next


2

Simple Table

Pivot Grid

Chart

Pivot Grid & Chart

1



NavBarBack

All Expenses

Analytics Name

Next

2

Expense Report

Report Date

Merchant

Approving manager

Expense Amount


Approving Manager


Options

From 01/01/2000

To

Previous

Department

New Analytic Report

01/01/2014

US Operations

NavBarBack

Drag fields to add to report

FILTERS

VALUE

Expense Report X

ROW Merchant X

New Analytic Report

SavePrevious

Expense Report

0000678514 (2)

0000678516 (5)

Report Date

12/01/2014

06/11/2013

09/08/2013

Merchant

Approving Manager

Expense Amount X

Apply

0

500

1000

1500

2000

2500

3000

3500

4000

4500

Merchant 1 Merchant 2 Merchant 3 Merchant 4

Expense Amount

Merchant 1

Merchant 2

Merchant 3

Merchant 4

David

Joe

Rosanna Channing

Configuration – Component and Pivot Grid association

Create pivot grid models

Associates one or more pivot

grid base models to component

Associate one or more simplified

reports to component

App Developer / Customer Business Analyst c

Create queries

Create Composite

Query

Create pivot grid

models/views

Create simple analytic

reports (End user)

Composite Query

Facets as Mini Charts - Setup

Facets as Mini Charts

Pivot Grid Threshold Support - Setup

Pivot Grid Threshold Support

Pivot Grid Date Field Formatting

Pivot Grid Currency Symbol on Chart Y Axis

Pivot Grid Separate Aggregate Label - Setup

Pivot Grid Separate Aggregate Label


For More Information

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http://www.peoplesoftinfo.com/


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peoplesoft pivot grid 8.54 and beyond · approving manager expense amount transaction currency...

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