shape2
shape2
shape_round
shape_round
shape_round

Revolutionize PeopleSoft Reporting with Fluid

Table of Contents

    Revolutionize

    For years now the de-facto standard has been PS Query and batch programs like AE and SQR, outputs of which are downloaded and “massaged” in Excel to get the data to the end state desired. While there may be a method to this madness, the reality is that Customers have sadly accepted a very low standard of technology and capability when it comes to PeopleSoft Reporting. From the look and feel to the interactiveness of reports, PeopleSoft and the reporting capabilities provided by PeopleTools has been boring at best.

    This is a snapshot of our reporting world today:-

    Visual 1

    What Customers really want is a dynamic, proactive, role-based, contextual and easy to use Reporting Solution or Platform that does not depend on a batch, that is accessible through multiple devices (think mobile first) and is rich in its presentation when it needs to be and tactical and detailed otherwise.

    Enter PeopleTools 8.55. With new features like Pivot Grids, Fluid Tiles, Simplified Analytics available from PeopleTools 8.54 onwards, there are options to simplify reporting to a great extent, on both classic and the fluid platform:

    rev 2-1

    What Options are Available Today?

    If you are still on the classic platform or you are apprehensive about adopting fluid so early on, you still have several options to revamp your reporting and rise several feet above SQL queries.

    PeopleSoft Workcenters and Dashboards give users the ability to build a centralized platform for transactions and reporting.

    WorkCenters: WorkCenters are a one-stop-shop for key roles within a business process to conduct transactions, take action on alerts, and view reports and analytics.

    Dashboards: The dashboard will provide access to key information and real-time analytics allowing users to drill into each of these analytics and view the detailed transactions.

    Interested in PeopleSoft Fluid?

    Here is a resource that tells you about it.

    Fluid User Interface

    However, if you have decided to take the plunge and are ready to take advantage of the more dynamic, more modern and intuitive user interface offered by PeopleSoft, then these are the benefits that you will be signing up for:

    Visual 3

    Taking Advantage of the Latest PeopleTools Technology for Reporting

    The question now is how does the user transition from archaic SQL queries to a more dynamic, proactive, role-based, contextual, and easy to use Reporting Solution.

    This transition can be summarized in a few high-level steps that will convert your reporting queries into pivot grids and charts, a more flexible view of data allowing easy slicing and dicing, which can then be incorporated into Dashboards (classic platform) or on Fluid homepages as fluid tiles, PeopleTools 8.54 or higher.

    Visual 4
    Step 1: Pick the PS_Query you wish to project as a report.

    Navigation: Reporting Tools - Query Manager

    Step 2: Using the existing Pivot grid technology, construct a pivot grid built on the PS_Query by wisely choosing the data to be reported on the chart axis, the filters, and the prompt values.

    Navigation: Reporting Tools - Pivot Grid- Pivot Grid Wizard

    Step 3: Publish the pivot grid as a pagelet.

    Navigation: Reporting Tools - Pivot Grid- Pivot Grid Wizard. Publish as a pagelet

    Step 4: Choose an existing dashboard or create a new one. Incorporate the pivot grid on the dashboard to view live metrics of the underlying data.

    Navigation: PeopleTools - Portal - WorkCenter - Manage WorkCenter Dashboards

    If you have fluid enabled:-

    Step 5: Use the Tile wizard to convert an existing pivot grid into a tile.

    Navigation: PeopleTools - Portal - Tile Wizard (8.55)

    Step 6: Publish it as a public/private Tile.

    Navigation: PeopleTools - Portal - Tile Wizard (8.55). Publish as a public tile

    Step 7: Use an existing Homepage or create a new one and add this tile to be displayed on the homepage.

    Navigation :- Fluid Homepage - Personalize. Add new tile

    Step 8: Create contextual reports by using Simplified analytics.

    his overview was to present the powerful options that are available in PeopleSoft for users to evolve from SQL based reporting to something more flexible and more intuitive was an eye-opener to the possibilities.

    Ready to get started with Fluid?

    Schedule a meeting with an Astute team member

    Supriya Prabhakara

    Supriya is Team Leader at Astute for Chatbots and Integration with 13+ years of experience working with clients around the globe.

    See The Team In Action

    Upcoming Events

    In-person
    data-ai-fourm
    April 4, 2024
    11:30 AM ET
    • Everyone
    • Data & ai

    Data & AI Forum

    Data & AI Forum

    April 4, 2024
    11:30 AM ET | 4.5 Hours

    Description

    Gain crucial insights into the transformative power of AI for your organization and learn how to unlock its potential through a resilient infrastructure, adaptive AI models, and secure data capabilities.

    Join us for the Oracle Data & AI Forum on April 4 at the Renaissance Newport Beach Hotel, where we will delve into the boundless potential of data and AI in shaping the future of your enterprise. Explore high-value AI use cases, engage in expert-led talks, and experience interactive demos that showcase the practical applications of these technologies.

    Discover:

    • How to leverage AI innovation for immediate business productivity gains
    • Practical considerations for implementing AI infrastructure in the cloud
    • New AI opportunities leveraging your proprietary data
    • Generative AI use cases for application development

    Event Type

    In-person

    Event Subject

    Data & AI

    Event Audience

    Everyone

    Reach Out

    Ready to Connect?

    Please fill the following form, we will get back to you within a business day.

    Contact Form

    Contact Us

    Schedule an
    Appointment Now

    Meet with an Astute expert today, we would love to help you think about your enterprise applications, and how the cloud can deliver greater value to your customers.