PeopleSoft Pivot Grid 8.54 and beyond Sangam Rahul Mahashabde Balaji Pattabhiraman
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2 PeopleSoft Pivot Grid 8.54 and beyond Sangam 2014 Rahul Mahashabde Balaji Pattabhiraman Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted
3 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. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 3
4 Pivot Grid Copyright 2014 Oracle and/or its affiliates. All rights reserved.
5 Pivot Grid Features 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 Copyright 2014 Oracle and/or its affiliates. All rights reserved.
6 Pivot Grid Features Supports Related Actions Multi-select filters Improved Charts Dynamic 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 Copyright 2014 Oracle and/or its affiliates. All rights reserved.
7 PeopleSoft Tree Support - Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
8 PeopleSoft Tree Support - Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
9 PeopleSoft Tree Support Copyright 2014 Oracle and/or its affiliates. All rights reserved.
10 Component Realtime Search - Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
11 Component Realtime Search - Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
12 Component Realtime Search Copyright 2014 Oracle and/or its affiliates. All rights reserved.
13 Component Realtime Search Copyright 2014 Oracle and/or its affiliates. All rights reserved.
14 Component Realtime Search Copyright 2014 Oracle and/or its affiliates. All rights reserved.
15 Currency Formatting Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
16 Currency Formatting Copyright 2014 Oracle and/or its affiliates. All rights reserved.
17 Currency Formatting Copyright 2014 Oracle and/or its affiliates. All rights reserved.
18 Percentage Grand Total - Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
19 Percentage Grand Total Copyright 2014 Oracle and/or its affiliates. All rights reserved.
20 Support for PS Query Drill In URL - Setup Copyright 2014 Oracle and/or its affiliates. All rights reserved.
21 Support for PS Query Drill In URL Copyright 2014 Oracle and/or its affiliates. All rights reserved.
22 Support for PS Query Drill In URL Copyright 2014 Oracle and/or its affiliates. All rights reserved.
23 Reset Personalizations Copyright 2014 Oracle and/or its affiliates. All rights reserved.
24 Create Pivot Grid from Query Manager Copyright 2014 Oracle and/or its affiliates. All rights reserved.
25 Create Pivot Grid from Query Manager Copyright 2014 Oracle and/or its affiliates. All rights reserved.
26 Embedded Help Copyright 2014 Oracle and/or its affiliates. All rights reserved.
27 Ability to Configure Multiple Views Copyright 2014 Oracle and/or its affiliates. All rights reserved.
28 Pivot Grid Upcoming 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 Copyright 2014 Oracle and/or its affiliates. All rights reserved.
29 Simplified Analytics 8.55 Copyright 2014 Oracle and/or its affiliates. All rights reserved.
30 CREATE NEW ANALYTIC REPORT SIMPLE TABLE Copyright 2014 Oracle and/or its affiliates. All rights reserved.
31 Back Expense Transaction NavBar Edit Add Wednesday June 15, 2008 Tuesday June 15, 2008 Conference Meeting Meals and Incidental Expense USD USD Wednesday May 18, 2008 Air Travel Southwest Airline USD Saturday May 14, 2008 Subscriptions USD
32 Back Expense Transaction NavBar NavBar: Edit Add Wednesday June 15, 2008 Conference Meeting USD My Analytics Tuesday June 15, 2008 Wednesday May 18, 2008 Saturday May 14, 2008 Meals and Incidental Expense No analytic USD reports available Other Analytics Air Travel Southwest Airline USD Q1 Sales Subscriptions My Favorites USD OOW Vendor Expense 4 days ago 2 days ago Analytic Reports
33 Back New Analytic Report NavBar Analytics Name All Expenses Next 2 What kind of analytics you want to create? Choose analytics type 1 How do you want to see the analytics? Simple Table Pivot Grid Chart Pivot Grid & Chart
34 Back New Analytic Report NavBar Analytics Name All Expenses Next 2 What kind of analytics you want to create? Choose analytics type Travel Expenses How do 1 you want to see the report? Procurement Expenses Simple Table Relocation Expenses Pivot Grid Chart Pivot Grid & Chart
35 Back New Analytic Report NavBar Analytics Name All Expenses Next 2 What kind of analytics you want to create? Travel Expenses How do you want to see the analytics? Simple Table 1 Pivot Grid Chart Pivot Grid & Chart
36 Back New Analytic Report NavBar Analytics Name All Expenses Previous Next 2 Choose the fields for your analytics Report number Report Date Merchant Country Accounting Month Transaction currency Approving Manager Options From 01/01/2000 To 01/01/2014 Department US Operations
37 Back New Analytic Report NavBar Filters Previous Save Accounting Month Jan (2) Feb (3) Mar (2) Apr (8) Report Number (2) (5) Bill Type (2) (5) more Analytics Name All Expenses Report Number Report Date Merchant Country ABB Inc USA P&G Ltd USA GE Motors USA ABB Inc USA ABB Inc USA ABB Inc USA P&G Ltd USA GE motors USA ABB Inc USA
38 Back Expense Transaction NavBar NavBar: Edit Add Wednesday June 15, 2008 Conference Meeting USD My Analytics Tuesday June 15, 2008 Meals and Incidental Expense All Expenses USD Today Wednesday May 18, 2008 Other Analytics Air Travel Southwest Airline USD Saturday May 14, 2008 Subscriptions My Favorites Q1 Sales USD 4 days ago OOW Vendor Expense 2 days ago Analytic Reports
39 CREATE NEW ANALYTIC REPORT PIVOT GRID User: Rosanna Channing
40 Back New Analytic Report NavBar Analytics Name All Expenses Next 2 What kind of analytics you want to create? Procurement Expenses How do you want to see the analytics? Simple Table Pivot Grid 1 Chart Pivot Grid & Chart
41 Back New Analytic Report NavBar Analytics Name All Expenses Previous Next 2 Choose the fields for your analytics Report Number Report Date Merchant Approving Manager Expense Amount Transaction currency Approving Manager Options From 01/01/2000 To 01/01/2014 Department US Operations
42 Back New Analytic Report NavBar Drag fields to add to report Previous Save Report Number (2) FILTERS Report Number ROW Merchant X X COLUMN (5) VALUE Expense Amount X Report Date Apply 12/01/ /11/ /08/2013 Merchant Merchant 1 Merchant 2 Merchant 3 A Approving Manager David Joe Rosanna Channing
43 CREATE NEW ANALYTIC REPORT CHART
44 Back New Analytic Report NavBar Analytics Name All Expenses Next 2 What kind of analytics you want to create? Procurement Expenses How do you want to see the analytics? Simple Table Pivot Grid 1 Chart Pivot Grid & Chart
45 Back New Analytic Report NavBar Analytics Name All Expenses Previous Next 2 Choose the fields for your analytics Expense Report Report Date Merchant Approving manager Expense Amount Transaction currency Approving Manager Options From 01/01/2000 To 01/01/2014 Department US Operations
46 Back New Analytic Report NavBar Drag fields to add to report Previous Save Expense Report (2) FILTERS Expense Report ROW Merchant X X (5) VALUE Expense Amount X Report Date Apply 12/01/ /11/ /08/2013 Merchant Merchant 1 Merchant 2 Merchant 3 Merchant 4 Approving Manager David Joe Rosanna Channing Expense Amount Merchant 1 Merchant 2 Merchant 3 Merchant 4
47 Configuration Component and Pivot Grid association
48 App Developer / Customer Business Analyst c Create pivot grid models Associates one or more pivot grid base models to component Associate one or more simplified reports to component
49 Composite Query Create queries Create Composite Query Create pivot grid models/views Create simple analytic reports (End user)
50 Facets as Mini Charts - Setup
51 Facets as Mini Charts
52 Pivot Grid Threshold Support - Setup
53 Pivot Grid Threshold Support
54 Pivot Grid Threshold Support
55 Pivot Grid Date Field Formatting
56 Pivot Grid Currency Symbol on Chart Y Axis
57 Pivot Grid Separate Aggregate Label - Setup
58 Pivot Grid Separate Aggregate Label
59 For More Information The PeopleSoft Information Portal All your PeopleSoft information and training resources in one convenient location. Copyright 2014 Oracle and/or its affiliates. All rights reserved.
60 Get Connect and Stay Informed PeopleSoft in Social Oracle PeopleSoft Development Group Blogs Oracle PeopleSoft Page Oracle PeopleSoft Channel Copyright 2014 Oracle and/or its affiliates. All rights reserved.
61 Copyright 2014 Oracle and/or its affiliates. All rights reserved.
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