Beyond the Basics with nVision and Query for PeopleSoft 9 · nVision is a good tool for reporting...
Transcript of Beyond the Basics with nVision and Query for PeopleSoft 9 · nVision is a good tool for reporting...
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Beyond the Basics with nVision and Query for PeopleSoft 9.2
Presented by:
Millie Babicz
Managing Director
SpearMC Consulting
Session ID#: 100210
@SpearMC
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• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts)• Complete Feedback Form• Ask Questions
Welcome and Please:
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How to join PeopleSoft Lifecycle Asset Management SIG.
Login to http://www.questdirect.org/
Go to http://www.questdirect.org/groups/PeopleSoft%20Asset%20Lifecycle%20Management
Click “Join Group”
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Introduction
PeopleSoft Query
8.54 Query Highlights
Query - Beyond the Basics
PeopleSoft nVision
8.5x nVision Highlights
nVision - Beyond the Basics
Agenda
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About SpearMC
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■ ERP Implementation Specialist at KPMG for 13 years before joining
SpearMC in 2007
■ PeopleSoft Financials, Financial Control and Reporting Expert
■ Certified PeopleSoft v9.1 Financials
■ 20 Years Experience in Project / Program Management
Millie Babicz, CPA
Managing Director
866-SPEARMC x802
www.SpearMC.com
Your Presenter
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PeopleSoft Financials and Supply Chain Management
PeopleSoft Human Capital Management and Payroll
ERP Architecture and Application Development
Project and Program Management (PMO)
Change Management
ERP Training
Mobile Technology
About SpearMC
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Founded in 2004, SpearMC is a technology and
professional services firm specializing in
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We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.
Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.
About SpearMC
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Regional offices in Chicago, Oklahoma City,
Seattle and San Francisco
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We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.
Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.
About SpearMC
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A decade of sustained and focused growth.
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About SpearMC
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Each member of our Leadership Team
leverages over 20 years of experience in
Technology, Financial and Business
Transformation.
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Energy
Transportation
Healthcare/Biotech
Government
Media/Technology
Consumer Products
Financial Services
Higher Education
About SpearMC
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Industry focus areas include:
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Gold Level Partner
PeopleSoft Specialization
Applications Reseller
Hardware Reseller
About SpearMC
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Oracle Gold Partner since 2008:
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PeopleSoft Query
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PeopleSoft Roadmap
Learn More “PeopleSoft Long Term Investment Plan and Roadmap” on My Oracle Support [login required]
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PeopleSoft Query
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Query the Key to Accessing PeopleSoft Data
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PeopleSoft Query
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Query continues to have benefits…
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8.54 Query Highlights
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Default values for prompts
Image support
Image URLs
Find Query/Connected Query definitional references
Composite query (including record and field dependencies)
Multiple query security records
Support for Microsoft Excel 2007 and higher versions
Send more than 64 thousand rows of query output to Microsoft Excel
8.54 Query Highlights
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Default Prompt Values Query prompts can
now have default values, which are specified as constants or by the use of system variables such as %Date, %DateTime, %Time
Prompts can be set as optional
8.54 Query Highlights
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Image Support
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Image Support
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Image URL▪ You are able to use the Image URL link in the Edit Expression
Properties page to access the Select a Query page where you can build URLs in the image URL format.
8.54 Query Highlights
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Definitional References▪ Navigation: Reporting Tools, Query, Query Manager, Lookup
References Link
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Definitional References▪ Use the Definitional References to Query page (QRY_DEFN_REF) to view all
PeopleSoft definitional objects that use this particular query as the data source. The results show the definition ID, definition type, and definition sub-types if they are available.
▪ These object types are included in the Definitional References to Query page:
8.54 Query Highlights
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BI Publisher (with the Report Definition or Data Source Definition subtypes)
Connected Query Composite Query Pivot Grid PeopleSoft Search Framework Cube Builder, Cube Outline, and Cube
Dimension Query Feed and Query Feed Template
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Composite Query
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Navigation: Reporting Tools, Composite Query, Composite Query Manager
Select two based queries in the
Select Based Query page
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Record and Field Dependencies
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• Use the Dependency page to specify whether a record or field can be
pruned during the SQL pruning process in Composite Query
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Multiple Query Security Records
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• Advanced query security option added to Application Designer
Navigation: Navigation: Open The Record Properties dialog,
click the Advanced Query Security Button, click
add button.
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Query – Beyond The Basics
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Connected Query
Query – Beyond The Basics
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• Connected Query provides the ability to create a single XML file
based on a set of queries with parent-child relationships A new folder for Connected Query has
been added under Reporting Tools• A Connected Query is a
hierarchical object built with
existing PeopleSoft Queries
• A parent query can nest “n”
levels of child queries and any
child query can have “m”
sibling queries within a
hierarchy
• The output for connected
query is always an XML file
• Connected Query can be used
as a data source for BI
Publisher reports
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Why Connected Query?
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Connected Query vs. ‘Standard Query’ with multiple joined tables
Parent query data would be repeated for each result row in standard
query
Hierarchical XML result (see example below) in connected query
Multiple queries run as one using connected query
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Connected Query Quick Start
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Once the child query is selected, click on the related fields icon to define how the child query is related to the parent query.
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Connected Query Quick Start
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Click to Preview XML to generate a sample XML file.
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Transformations
Query – Beyond The Basics
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To provide the flexibility to accomplish reporting tasks from Pure Internet Architecture,
PeopleTools has provided a way of extracting, transforming, and distributing data
from there without the need to access any client tools.
In addition to the currently available formats (HTM, PDF, TXT, XLS, XML, and XMLP),
PeopleSoft Query now includes a user-defined output format called XFORM, which
triggers a transformation(XSLT).
You must provide the XSLT to define the desired transformation of the extracted data.
Then, to generate the transformed output and distribute the data results, you
schedule the query process.
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Pivot Grid Wizard
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Pivot Grid Wizard
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Pivot Grid Wizard
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Querying Results with Drilling URLs
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When you access the Run page of a query that has a Drilling
URL defined, its query results are shown as links
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Drilling URL Example
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Query URL
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Email Query Results
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Ability to Email Application Engine Results
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In-Tree Criteria Prompt
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Ability to Add an In-Tree Criteria Prompt
You can schedule queries that have in-tree prompts using the Schedule
Query component or using the Schedule links in the Query Manager and
Query Viewer
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Advanced Features
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Union
Use to join separate queries
Left Outer Joins
Retrieves all the date in the first
record and only matching data from
the second record.
As 8.53 - You can add a left outer join
to any record in a query ( not just the
last record)
Subquery
Subset of data used by a main query
Expressions
• Free form SQL which cab be displayed
as a column in query output
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Query Expressions
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Expressions are calculations that PeopleSoft Query can perform as part of a
query when PS Query doesn’t provide a way by default to calculate a value.
Expressions will vary based on database platform being utilized
You can create thousands of different expressions using a combination of the
following:
Database Hints (must begin with /*+)
SQL Functions (ABD, TRIM, CURRENT_DATE)
Operators (+, -, *, /, <, >, AND, OR, etc.)
Values (4, A, False, True, INV_AMT, DISC_AMT)
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Using Expressions
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CASE Statements
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Why is RSS so important?
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Users just want to be told when something that's important to them changed
As of PeopleTools 8.5, users now have the ability to subscribe to
application data and get told when something they care about changed.
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PeopleSoft nVision
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PeopleSoft nVision
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nVision is a good tool for reporting data from PeopleSoft in an
end user 'usable' format
Allows end users to retrieve information from the PeopleSoft database
using ledgers, trees, and queries and to place it into an Excel
spreadsheet
Has been the reporting product of choice for financial reporting, but also
used frequently with other modules, including HR
nVision Bursting Delivered Security template and scopes in nVision
Custom programmatic generation of rules
– Scopes and report requests
– Layouts and report requests
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nVision Components
PeopleSoft nVision
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nVision Components
PeopleSoft nVision
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8.5x nVision Highlights
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Accepting Tree-Effective Date
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These changes will affect only matrix layouts, as only in matrix layouts
we have an option of selecting trees — Tabular layouts are not affected
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Restoring Query Prompts to Web Version of nVision
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Ability to Refine the Types of Report Requests
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Select nVision, Share Report Request from the nVision menu…
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nVision – Beyond The Basics
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nVision Layout Comparison
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nVision Codes
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nVision places code in Column A and Row 1. For more experienced users,
that code can be added or modified without using the layout definition box.
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Tabular Layout Benefits
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56
Extend nVision Reporting to Non-Ledger
Tables
Multiple Queries in 1 Layout
Filter Query Data By Using Scopes
Include Excel Features in Layout
Formatting and Formulas
Pivot Tables
Macros
Schedule by Using Report Books
Use Selected Fields From Queries
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Queries Used in Matrix Layout
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57
The query must include at least one
aggregate (i.e. sum or count) column.
You must include the aggregate as part of
the query.
The aggregate column must have a
heading for identification (i.e. Sum Total
Amount).
Generally speaking, queries used in matrix
reporting should not contain much criteria,
as the matrix layout will limit the
information returned in the results. This
allows you to reuse a shell query for many
different layouts.
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Queries Used in Matrix Layout
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58
Combination of query data and time spans populate the report…
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How to Limit Report Instances When Using Multiple Scope Fields?
nVision – Beyond The Basics
59
Note: You can also create a
dynamic record that is
populated by a query and
includes only the combinations
of field values that actually
have data for that reporting
period
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Using Variables
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60
Create in out-of-view area
Put in all the nVision Variables you might want and label them
Name the cell for each Variable using Define Name
Use name in formula – example =“As of Date:” & ASD
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nVision Design Tips
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61
Different ledgers cannot be combined in one field.
Different TimeSpans cannot be combined in one field.
nPloded rows or columns cannot be combined with non-nPloded
rows or columns.
If any field criteria are specified in an individual cell, all field criteria
should be specified in the cell, no field criteria will be inherited from
the row, column, or worksheet.
Take advantage of report variables and relative timespans to
minimize layout maintenance.
The XLS output is generated in the format of the Excel version on
the Report Server. As a rule, you need to make sure your end-
users have compatible versions of Excel to open the XLS output
generated from the Report Server.
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SpearMC.com/insights: Tools & Resources
62
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SpearMC Presentation at Reconnect
63
Wednesday, July 22@ 1:30-2:20pm Powerful PeopleSoft 9.2 Connected Query
Session ID: 103070
Presented by Keith Harper
Thursday, July 23 @ 3:30-4:20pm How to Make PeopleSoft 9.2 Multi-Currency
Work for You Session ID: 100220
Presented by Stephen Coco
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Please complete the session evaluationWe appreciate your feedback and insight
Session ID #100210