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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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.
Oracle Confidential – Internal/Restricted/Highly Restricted 3
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Pivot Grid
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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
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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
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PeopleSoft Tree Support - Setup
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PeopleSoft Tree Support - Setup
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PeopleSoft Tree Support
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Component Realtime Search - Setup
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Component Realtime Search - Setup
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Component Realtime Search
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Component Realtime Search
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Component Realtime Search
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Currency Formatting Setup
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Currency Formatting
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Currency Formatting
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Percentage Grand Total - Setup
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Percentage Grand Total
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Support for PS Query Drill In URL - Setup
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Support for PS Query Drill In URL
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Support for PS Query Drill In URL
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Reset Personalizations
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Create Pivot Grid from Query Manager
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Create Pivot Grid from Query Manager
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Embedded Help
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Ability to Configure Multiple Views
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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
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Simplified Analytics8.55
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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
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
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
NavBarBack New Analytic Report
All Expenses
Analytics Name
Next
How do you want to see the report?
2
Simple Table
Pivot Grid
Chart
Pivot Grid & Chart
What kind of analytics you want to create?
Choose analytics type
Travel Expenses
Procurement Expenses
Relocation Expenses
1
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
1
What kind of analytics you want to create?
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
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
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
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?
Procurement Expenses
1
NavBarBack
All Expenses
Analytics Name
Next
2
Report Number
Report Date
Merchant
Approving Manager
Expense Amount
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
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
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
1
What kind of analytics you want to create?
Procurement Expenses
NavBarBack
All Expenses
Analytics Name
Next
2
Expense Report
Report Date
Merchant
Approving manager
Expense Amount
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
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 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
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