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Advanced Reporting Techniques for PeopleSoft Enterprise

Larry GreyGrey Sparling Solutions

Larry.Grey@GreySparling.com

Agenda

• Presenter Overview• Review of PeopleTools 8.48

• Business Objects Enterprise• XML Publisher

• Tips and Techniques• Drilling from your PeopleSoft Reports• Securing your PeopleSoft Reports• Managing your PeopleSoft Production Reporting• Understanding PeopleSoft Report Context

• Questions

More about the Presenter

• Larry Grey• PeopleSoft Employee from 1994 - 2005• Product Manager for Reporting Tools from 1996 – 2005.

• Co-founder of Grey Sparling Solutions

•PS/nVision•PS/Query•Tree Manager•Crystal•Cube Manager

•Process Scheduler•Report Manager•Cognos•Essbase•Charting

Who is Grey Sparling Solutions?

We Enhance the PeopleSoft Enhance the PeopleSoft ExperienceExperience

• Our Products• Address common PeopleSoft needs.• Leverage your existing PeopleSoft infrastructure.• Enable functionality with minimal cost and effort

Products that Enhance

Administrative Experience• Operations Productivity• Application Support Productivity• Developer Producitivity

Auditing Experience• Compliance and Accountability• Security

End-User Experience• End-user Productivity• Enhanced Reporting

More about the Founders

• PeopleSoft Tools and Technology Experts

• PeopleTools Developers, Product Strategists since 1994

• Recognized by Oracle as the leading PeopleSoft technology experts

• Recognized by customers as leading Peoplesoft technology experts - More than 200 PeopleSoft conference presentations

• Industry Leaders in Reporting Best Practices

• Defined reporting solutions for PeopleSoft and NetSuite

• Extensive contacts among all key Business Intelligence Partners

• Architects of PeopleSoft EPM / Data Warehousing leading practices

• Visit our BLOG to read more PeopleSoft tips and techniques

• http://blog.greysparling.com

• The only PeopleSoft-related blog listed on Oracle’s blogroll (http://blogs.oracle.com/)

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Review of PeopleTools 8.48

Review of PeopleTools 8.48

• XML Publisher (Oracle Functionality for PeopleSoft Customers)• Embedded into PS/Query• Embedded into Application Engine• No need to migrate from existing middleware

• Business Objects Enterprise Integration• Integration with Process Scheduler for running reports• Continuing support of existing Crystal Functionality

• NT-specific process scheduler integration• Crystal Report Explorer integration• Windows Crystal Reports

• All other existing reporting tools still supported• PS/nVision• PS/Query• SQR

Drilling From your Reports

Drilling from your Reports

• Capturing URLs to use• Embedding URLs into your reports

• Paste in Notepad in preparation of modification

Capturing Pages

• Open Page• Copy URL

Parameters Page

Menu.Component

• Portal/Menu Choices• PSC No Navigation (Content)

• PSP Include portal navigation

Capturing Pages

• Note: you may need to append &Action=U if the default action of a page is Add.

Capturing Queries

• Go to Query Viewer• Search for Query• Right-Click to Copy from link for

query• Run to HTML

• Run to Excel

• Paste in Notepad in preparation for modification• Run to Query Viewer

• Run directly to ExcelHTML

Excel

Query Name

Query Name

Adding Parameters to Query

• Find the different parameters on the Query

• Add the a BIND reference for each parameter

Bus Unit Account

Embedding URLs into nVision Reports

• Open Report with Data in it• Use Hyperlink Function

• Replace Parameters with “&{cellref}&”

• Use %CONCAT %TRIMSUBSTR to embed fields from query into parameters

• Add Expression as Field in Query

Embedding URLs into Queries

• Open Query with Data in it• Create SQL Expression in Query

Embedding URLs into Crystal

• Use Query with Hyperlinks Embedded in it.• Set Hyperlink in Crystal (Field Property)

Securing Your Reports

Securing your Reports

• Ad-hoc reporting• Production reporting• Other potential solutions

Examples: Securing your reports

• Running and distributing nVision reports for all managers of divisions and offices

• Running nVision and distributing reports for all department managers

• Securing PS/Query and Crystal

Problems to solve

• Problem 1: How to identify what data a user has access to?• PeopleSoft-delivered table• Custom Table

• Problem 2: How to apply security?• Self service – Filter data based on user running

report• Production Reporting – Filter and distribute reports

based on security rule for a set of users

Applying Security Approaches

• Hooks to apply self-service security• Reporting View in GL• OPRID key in reporting tables• Query Security

• nVision Bursting• Delivered Security template and scopes in nVision• Custom programmatic generation of rules

• Scopes and report requests• Layouts and report requests

Delivered methods for Identifying data for a user

• Security views in Financials• Tables to capture Business_Unit, SETID, and LEDGER

mappings to user

• Pages to maintain mappings

• Process to invoke security type

• DEPT_TBL for department-based bursting in nVision• MANAGER_ID captures user who owns department

• DEPT_NODE_TBL for tree-based bursting in nVision• DISTLIST captures set of roles and users for a node in a tree

• FASTVIEWS in HR translate department tree to data ownership

Delivered Financials Security Views

• Financials Security applies appropriate view to prompt tables and reports:• Unit Security by Perm List (unit security by permission list) (SEC_BU_CLS)• Unit Security by User ID (SEC_BU_OPR)• TableSet Security by Perm List (tableset security by permission list)

(SEC_SETID_CLS)• TableSet Security by User ID (SEC_SETID_OPR)• Ledger Security by Perm List (ledger security by permission list)

(SEC_LEDGER_CLS)• Ledger Security by User ID (SEC_LEDGER_OPR)• nVision Ledger Security (LEDGER_SECURITY)• ChartField Pagelet Security (GL_PE_CF_SEC_COMP)• Pay Cycle by user ID (SEC_PYCYCL_OPR)• Project Security (SEC_PROJECT)

• Uses delivered tables and pages to maintain security

Row-level Security Hooks

• Report against table keyed by OPRID, OPRCLASS, or ROWSECCLASS

• Automatically adds criteria for current user to SQL

SELECTFROM PS_SP_PROJ_OPRVW AWHERE A.OPRID = 'VP1'

nVision Row Level Security for Self Service reporting

• Same construct as standard row level security, but applied in ledger template.

Bursting in nVision for Production Reporting

• Tree-based bursting• Configure existing tree to use page/table that

allows assignment of users to nodes

• Use of Scope and Security Template in nVision Report Request

• DEPT_TBL-based bursting• Use of Scope and Security Template in nVision

Report Request

Moving your tree to DEPT_NODE page

• Insert data from your existing tree into DEPT_NODE_TBL

• Modify your tree to use the pages

INSERT INTO PS_DEPT_NODE_TBLSELECT DISTINCT A.SETID, A.TREE_NODE, A.EFFDT, A.EFF_STATUS, A.DESCR, ' ', ' ' FROM PS_TREE_NODE_TBL A, PSTREENODE B WHERE A.TREE_NODE = B.TREE_NODE AND B.TREE_NAME = 'DEPARTMENTS'

Modifying your tree to use the pages

• Open up tree structure for your tree and modify it to use the DEPT_NODE_TBL

Maintain your tree to add users/roles to nodes

Use Scope and Security Template to use tree-based rule

• Use scope that accesses nodes

• Use %DES…DISTLIST to route results

Similar for bursting at department detail

• Use scope that generates reports based on DEPT_TBL

• Prefix MANAGER_ID field with U: to designate routing to user

Managing Production Reporting

Managing Production Reporting

• Setting up nVision Jobstreams to run many reports together• After data staging processes• Stand-alone

• Setting up Query and Crystal Jobstreams• After data staging processes• Stand-alone

• ** XML Publisher

Overall Approach for this

• Step 1: Create Run Control or Report Requests

• Step 2: Create Job Definitions that refer to process definitions

• Step 3: Schedule Jobset to identify the parameters

Process for Crystal and SQR

• Each process definition identifies a unique report to run• APY2020• FIN0011• FIN5005

• Job items are tied to specific reports

Process for nVision and Query

• Each process definition does not identify a unique report to run• NVSRUN

• RPTBOOK

• PSQUERY

• Jobs are not tied to specific reports (they are placeholders for parameters)

• Schedule definition provides the parameter that identifies the report to run

Setting up nVision Jobstreams

• Two Approaches

• nVision Report Books

• nVision Report Requests

• Differences are the paramters to supply and granular control over processing

• Parallel

• Serial

Setting up nVision Job (example)

• All steps of job are same process name

• Jobs are not tied to specific reports

• (parameters to be specified in Schedule Jobset)

Scheduling Specific Report Requests using Schedule Jobset

• Click on Jobset Parameters

• Fill in Parameters needed for Process Definition

Getting Context from nVision

Where Context Information is Stored

• Defined Names:• NVsInstSpec

• ReqBU

• Cells in Row 1 or Column 1• Row 1 contains column criteria

• Column 1 contains row criteria

• nPlosion• Timespans / Years and Periods

• Tree nPlosion / Levels and details

GS nVision Context Helper

• Puts user interface on Context

• Snap-on to Excel

• Helps users and auditors understand numbers better

• Complimentary to Session Attendees

Features

• Display nVision Criteria for Cell• Inherited Criteria (Drill, Scopes)• Sheet Criteria• Row Criteria• nPlosion Inheritance• Excel Formula (for copy cell)

• Drill To PIA

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How to get nVision Context Helper

Email us atOOW-281460@GreySparling.com