People Tools 8.55 introduces a number of
important enhancements to the Pivot Grid functionality, beginning with the
Fluid UI adoption of PeopleSoft Related Content framework. By using enhanced
Pivot Grids, users can access a wide variety of transactional and analytic
content online, in context with their daily work, rather than requiring them to
produce static reports.
Pivot Grids content will be available to users
within dynamic Fluid Tiles, on the Related Content pane, on Fluid Dashboards as
well as a number of other easily accessible uses within the PeopleSoft
applications.
New Pivot Grid enhancements in 8.55 release of People
Tools span multiple aspects of this important functional area. People tools
8.55 focused more on concerns for performance as well as the ease of use of
Pivot Grids for developers and business analysts to design, construct and
publish Pivot Grids. From People Tools 8.55, Composite Query is added as a
source for Pivot Grid content, a feature that greatly extends the reusability
of a portfolio of underlying modular query sources.
Pivot Grids also provides the option for users
to “Save As,” so that users can name and
save a Pivot Grid definition for their own future use. This section describes
the new features for Pivot Grid, including:
- Simplified Analytics
- Introducing Editable Facet in Fluid
- Introducing Single select and Multi select Facets
- Sort Data in Pivot Grid Fluid
- Drilling URLS in Fluid
- Format Date Fields in Pivot Grids Charts/Grid
- Introducing new Aggregate Function ‘Count Distinct’
- Introducing new Dual Y Axis
- Display Mode Section now Removed
- Introducing Threshold Settings Configuration
- Introducing Composite Queries as Data Source
- Copy Pivot Grid Model Now available for all users.
Create Contextual Reports
using Simplified Analytics:
1.
Starting People
Tools 8.55, Simplified Analytics feature enables users to create contextual
reports when accessing an application page.
2.
The Simplified
Analytics feature is only available for fluid components, and this feature must
be enabled for fluid components before users can use the Simplified Analytics
wizard to create and view analytic reports.
3.
Users can create
own Pivot grid models for Simplified Analytics, starting People Tools 8.55!
4.
Associate one or
more pivot grid models to a component
5.
Map page fields
to the prompts that are associated with the template model and define the
required context.
Introducing ‘Editable Facet’ for Fluid:
1.
Use the Editable
Facet field in Pivot Grid Wizard to enable the data source columns as editable
facets (prompts) in fluid view.
2.
Enable this
option for the columns that are set as Axis or Value and not Display in
the column type.
3.
Different
operators are available for different type of fields.
4.
Editable facets
are valid only while viewing the Pivot Grid models in fluid view.
Note:
Editable facets are not applied while viewing the pivot grid in classic view.
Introducing Single-select and Multi-select Facets:
1.
Use the Specify
Data Model Options page, Fluid Mode Options section, Facet Selection region to
set the facet display options to display the single-select and multi-select
facets as charts and as lists in fluid views.
2.
In the chart
facets, drill down by clicking the chart data point in the facets.
Note: Update
Filters option can be used in the Menu Options list to add or remove existing facets
in the model.Inorder to sort data in facets and filters, use the Facet Sort
icon at the top-right of each facet
Sort Data in Pivot Grid
Fluid:
Sorting the data is possible in four areas of the
Pivot Grid fluid views: detailed view, facets or filters, charts, or grids,
(sorting facts only).
Drilling URLs in Fluid:
1.
Use the Specify
Data Model Options page, Fluid Mode Options section, Drilling URL Options
region to define how mapped drilling URLs will appear in fluid view.
2.
The available
options are Full Page Modal, Modal Window, New Window, and Replace Window.
Format
‘Date’ fields in Pivot Grid charts/grids:
1.
Use the Date
Format field on the My Preferences page (Main Homepage, My Reference, and
Regional Settings) to set the format of the date fields in Pivot Grid charts
and Pivot Grid grids.
2.
The format
settings at this page are applied for all date values in fluid view.
Note: This applies to classic view as well.
Introducing
new Aggregate function ‘Count Distinct:
1.
Beginning from People
Tools 8.55, additional option Count Distinct is available to define the
aggregate functions.
2.
Note that Count
or Count Distinct aggregates are available for the fact fields that are set to
character.
Introducing new ‘Dual Y
Axis’:
1.
This is
available only for the columns that are set to Y axis.
2.
Use this column
to set the corresponding Y axis column as a dual Y axis on the Pivot Grid
charts; this means that the system will display a second Y axis on the chart.
3.
The values for
the second Y axis will be plotted like a Series on the chart.
4.
Now use Multiple Columns as Y-Axis.
5.
When Pivot Grid
Wizard is used to specify axis information, multiple columns can be set as Y
axes, and these Y axes will be plotted as series on the charts.
Display Mode’ section now
removed:
1.
Beginning from People
Tools 8.55, the Display Mode section is no longer available in Pivot Grid
Wizard, Specifying Data Model Options page.
2.
Use the Pivot
Grid Viewer search page to open and view the Pivot Grid models in either fluid
view or classic view.
PeopleTools-8.54
PeopleTools-8.55
Introducing Threshold
Settings Configuration:
Ø
Use the
Configure Thresholds page to configure the basic threshold settings for the
grids and the charts.
Note:All
threshold settings are applied for both classic and fluid views.
Introducing Composite
Queries as Data Source:
1.
People Tools8.55
onwards, composites queries can be associated as the data sources while
creating Pivot Grid models.
2.
The steps used
to create composite query Pivot Grid models are similar to the steps used to
create PS Query or component Pivot Grid models.
Copy Pivot Grid Models’- now
available for All Users:
1.
In the previous People
Tools releases, only Pivot Grid administrators could copy an existing Pivot
Grid models while viewing the models in Pivot Grid Viewer.
2.
Beginning from People
Tools 8.55, all users can use the Save As option in the Menu Options list to
copy the current Pivot Grid model and save it as a different one.
3.
If personalisation are defined for the current Pivot Grid model, then personalisation are also
copied and included in the new model.
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Pivot Grid Configuration
While creating a pivot grid model, the
configuration is stored as application data in numerous People Tools Pivot Grid
Tables.
Application
Data can be migrated using either:
- Data Mover -> No compare or validation.
- Data Migration Work Bench -> Ability to perform a compare
Migrating Pivot Grids Models with Data Mover:
1.
On the source
database, select Reporting tools, pivot grid, pivot grid Administration.
2.
Select the
Generate Scripts Tab.
3.
Search for and
select the pivot grids to export.
4.
Optionally
include personalization.
5.
Click Generate
Scripts.
6.
Copy the Export
Scripts to a file.
7.
Copy the Import
Script to a file.
To Export the Pivot Grid
Model:
1.
Sign onto Data Mover for the source database
2.
Open the export script in Data mover.
3.
Modify the
script for the output file locations and name, if desired.
4.
Execute the
script.
5.
The .dat and Log
files are created.
To Import the Pivot Grid on
the Target Database:
1.
Sign on to data
mover on the target database.
2.
Open the import
script in Data Mover.
3.
Modify the
script for the output file locations and name, if desired.
4.
Execute the
script.
NOTE:
This will import the Pivot Grid only-the PS Query for the pivot grid must exist
on the target database.
Data Migration Work Bench
·
Ability to perform a compare
Best Practices:
• Use
query with no joins and unions
• Don’t
use the query that has and expression as the axis field.
• Make sure that Query performance should be
efficient enough to render quickly in the grid and in the chart.
• Pivot Grids offer a strong option for analytical reporting needs.
• The data needed to manage the company will be at user’s fingertips.
• PeopleSoft Pivot Grids enables users to drill down to the transactional
level.
• Eliminates the need for exporting the data to excel and pivoting it over
there
• Another added advantage is that user could configure related actions.
Benefits:
• Pivot Grids offer a strong option for analytical reporting needs.
• The data needed to manage the company will be at user’s fingertips.
• PeopleSoft Pivot Grids enables users to drill down to the transactional
level.
• Eliminates the need for exporting the data to excel and pivoting it over
there
•
Another added advantage
is that user could configure related actions.
Limitations:
•
It does not have a
vertical scroll bar for viewing data, but it displays all possible rows based on the current layout.
•
Pagination is not available.
Author: Keerthi Chaitanya P
Kovaion Consulting- PeopleSoft Practice
