Presentation by Smart ERP Solutions covering how to use Pivot Grids for data visualization in PeopleSoft applications. Pivots grids can display the results in a grid format, a chart format, or both. You use the Pivot Grid Wizard (to design how the page is displayed to the user. You do not need to be a developer to use Pivot Grids. If you can write a PS Query, you can create a Pivot Grid. Included in the presentation is how to create and deploy Pivot Grids. We also see how the Pagelet Wizard can be used to add Pivot Grids, as well as other types of data displays, to the PeopleSoft Home Page.

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Visualize Data with Pivot
Grids and Pagelets
Steve Canter
Director, Global Service Delivery
Smart ERP Solutions
steve.c@smarterp.com
www.smarterp.com

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Pivot Grids

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What is a Pivot Grid?
• Pivot Grid enables users to visually display data in a
dashboard
• Display data in different views by pivoting and filtering
• View data in Grids or Charts
• Uses PSQuery as the Data Source
• Simple Wizard to create Pivot Grid

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Creating a Pivot Grid

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Sample Query Output

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Pivot Grid Wizard

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Step 1

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Step 2

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Step 3

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Step 4

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Step 5

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Pivot Grid Viewer

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Drill Down

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Swap Axis

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Demo

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Pivot Grid Summary
• Provides basic BI functionality right in PeopleSoft
• Uses PSQuery as the input
• Simple 5-step Wizard
• Use Pivot Grid Viewer to work with Pivot Grid
• Download data to Excel for further analysis

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Pagelet Wizard

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What is Pagelet
Wizard?
• Pagelets are small pages that provide display-only snapshots
of applicable content
• Portal administrators and nontechnical users can use Pagelet
Wizard to integrate and transform data from a variety of data
sources
• Pagelet Data Sources can include OBIEE Reports, PeopleSoft
Query, Pivot Grids, External URLs, and more
• More advanced functions do require technical skills

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Create Pagelet For
Pivot Grid

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Wizard Step 1

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Wizard Step 2

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Wizard Step 3

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Wizard Step 4

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Wizard Step 5

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Wizard Step 6

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Wizard Complete

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Add to Home Page

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Arrange Layout

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Pagelet Using PS/Query

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Wizard Step 1

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Wizard Step 2

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Wizard Step 3

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Wizard Step 4

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Wizard Step 5

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Setting Thresholds

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Wizard Step 6

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Pagelet with External
URL

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Define URL

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Custom Display Option

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Define XSL Template

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Final Result

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APRIL 7-11, 2014
Sands Expo and Convention
Center
Las Vegas, Nevada
QuestDirect.org/COLLABORATE
COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news.
It matters where you register! All PeopleSoft education and events run through Quest

43. Steve Canter: steve.c@smarterp.com
Any Questions?