Developing a PS 9.2 Reporting and Data Governance Strategy

Name: Parker Madden

Title: Solution Architect

Company: AMCP

With PeopleSoft 9.2/PeopleTools 8.53, the reporting landscape has

dramatically changed, including new tools such as work centers, pivot grids,

and other enhancements. Learn how to leverage the new technology and

create a reporting and data governance strategy utilizing the new PS toolset.

Session ID#:100740

Pmadden@amcpeoplesoft.com

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Welcome and Please:

Administrative Notes

Developing a PS 9.2 Reporting and Data Governance Strategy

With PeopleSoft 9.2 / People Tools 8.53 , the reporting landscape

has dramatically changed, including new tools such as work

centers, pivot grids, and other enhancements. Learn how to

leverage the new technology and create a reporting and data

governance strategy utilizing the new PS toolset.

Topic overview

Reporting Vision and Strategy

A seamless flow of data, enterprise wide, that provides the right

information at the right time.

■ Users need for information to make business decisions or

communicate information to stakeholders

■ How do you best leverage your reporting toolset to achieve

this end result

Reporting Strategy Elements

■ Goals and Objectives – CS and Pain

points

■ Customer Segments

■ Reporting Mix. (Standard reports vs.

adhoc reporting)

■ Reporting Requirements - (Reporting

Inventory)

■ PeopleSoft Reporting Tools

■ 3rd Party Reporting Tools

■ Reporting Databases

TestingTrainingReporting GovernanceSecurity

High Level Objectives

■ Goals and Objectives –

■ Current State and Pain Points

■ Segment your Customers, and Administrators

■ Reporting Mix: Canned reports vs. Adhoc Reporting

■ Reporting Requirements / Reporting Inventory

■ Reporting Catalog

■ PeopleSoft Query - an end-user tool which has the ability to extract data

from the PeopleSoft database, as a file, or dump into excel.

■ BI Publisher - (XML Publisher) - merges a data source, either PeopleSoft

Query or XML file, with a report template to create a report

■ nVision - retrieves information via PeopleSoft Queries, GL Trees, or from

GL and places it into a Microsoft Excel spreadsheet. Has drill in capabilities

■ SQR - a programming language used to create complex reports. As a

structured language, it is best suited for reports with complicated logic that

cannot be adequately represented using other tools

PeopleSoft Reporting Tools Include:

PS 9.2 / 8.53 Reporting Structures / Tools

Tree Manager – hierarchal reporting structure

Process Scheduler – tool to run PS reports

Report Manager – Tool for running reports in PeopleSoft.

Reporting Console – Mini reporting portal, containing my reports, my process requests, and my favorites.

Delivered Reports – See the People book Appendix for complete listings

Online PS tools, such as Work Centers, Pivot Grids, and online reports.

Other Reports or Reporting Tools– Crystal, custom, etc…

Operational Analytics

■ Work Center – Alerts, in context analytics

■ PeopleSoft Real-time Bottom Line

■ Configurable Analysis Framework

allows organizations to create information dashboards but then allow the

users the flexibility to tailor the look and feel without changing the content

PeopleSoft Query

Pros

■ Good at writing ad hock and delivered

queries

Cons

■ Not good when you need formatted

reports

Users

■ Good for anyone to run

■ Need training on tables and toolset, can

be done by end users

Key New Features

• Combo Queries

• Embedded Hyperlinks

• Embedded Pictures

• Public vs. privateGovernance Notes

Build queries based on fields and tables selected. These can also be downloaded to Excel. Does not need any additional install

XML Publisher

■ Now can add images

• MICR Support

Pros

• Good at writing ad hock and delivered queries

Cons

• Not good when you need formatted reports

• Conversions longer than expected

Users

• Good for anyone to run

• Need training on tables and toolset, can be done by end users

XML Publisher is a template-based reporting solution that separates the data extraction process from the report layout and allows the reuse of extracted application data into multiple report layouts. It provides a new approach to report design and publishing by integrating familiar desktop word processing tools such as Microsoft Word, and Excel with existing PeopleSoft data reporting tools such as PS/Query.

XML / BI Publisher allows PeopleSoft users to create customer-ready HTML and PDF documents, such as employee benefits statements, pay stubs, financial statements, marketing materials, contracts, invoices, and purchase orders utilizing colors, images, font styles, headers and footers, and many other formatting and design options using PeopleSoft Query as the data source without the need to develop using code. In addition, you can use XML Publisher to create flat text files and XML files that you can exchange with other businesses for electronic data exchange transmissions.

Presently, XML Publisher merges your designed template files with the report data to create a variety of outputs to meet a variety of business needs.

XML Publisher

SQR

Pros

• Takes standard SQL and adds procedural language around it.

• Good for manipulating data, creating temp tables, loading data

Cons

• Not good when you need formatted reports

• No drilldown capabilities

Users

• Good for anyone to run

nVision

Pros

• Complete integration with PeopleSoft and its Security

• Excel formats and formulas are applied and downloaded to data

• Ability to summarize data at a high level and drilldown to details

Cons

• Lack of friendly user interface

• Can cause performance issues

Users

• Good for anyone to run

• Need training on tables and toolset, can be done by end users

PS/nVision enables users to import information directly from a query into a predefined

Excel layout. These layouts can either be tabular or matrix based, and support automatic

drill down so you can access and analyze the supporting detail information or sub-totals

from summary reports. They leverage the formatting and formula capabilities available in

Excel

Online Inquiry Pages

■ Each of the PeopleSoft ERP applications are delivered with a series of Online Inquiry

Pages. These provide predefined outputs based on predefined data access paths.

They provide both online summary information and frequently drilldown to source

transactions, e.g. Drilling from General Ledger journals to Accounts Payable source

vouchers.

Online Inquiry Pages are the Most Appropriate Tool when:

■ The predefined output matches the user community requirements

■ There is no requirement for a formatted hardcopy report

Online Inquiry Pages is Not an Appropriate Tool when:

■ Pre-defined output does match business requirements – any change is a

customization.

Online

Work Centers

Supports day in the life activities that you do in PeopleSoft.

Contains embedded pagelets:▪ My Work - Actions▪ Reports – Add run count▪ Queries – Can Add▪ Links ▪ Processes

Preconfigured by user role –Can personalize, Queries / Filters / Run controls, etc.

Supports Pivot grids Supports related actions, new

pages

The Work Center combines transactions, analytics, workflow notifications, and reports into a configurable framework that can be tailored to each role-based user in the enterprise.

■ Pivot Grids are displayed in either a Modal Window or within a Pagelet

in a Dashboard

Pivot Grids

■ Transforms a PS query into a excel like Pivot Grid, intrepid data through

pivoting and filtering. A Pivot Grid is a graphical or tabular representation of

analytic or statistical data There are over 60 delivered. These can also be

created by the pivot grid wizard, filters. Pivot charts can drilldown into, and

have actionable items.

■ Pivot Grids have been enhanced in a lot of ways – there are almost 30

improvements listed in the Release Notes. Just picking a few, they now

include the ability to restrict the number of rows shown in a Pivot Grid, PS

Query drilling URLs and Bubble and Scatter charts are now available as Pivot

Chart types.

Dashboards

PeopleSoft dashboards are container components to host multiple pagelets. These dashboards can be hooked up to a workcenter as a landing page or can be registered as a portal structure like other PeopleSoft components. The contents of pagelets can vary in nature; it can be a Pivot Grid, Charts or PeopleSoft Components which collectively display meaningful data pertaining to the module and the role of the user.

Configurable Analysis Framework - Transform the Information Flow

Supplier Comparative Analysis via PeopleSoft Configurable Analysis Framework

The framework provides customers with the ability to select content that is currently available in various options, such as Pivot Grids, PSQuery output, inquiries such as Ledger Inquiry in GL, BI Publisher, and nVision Reports, and to bring it in for selection for dashboards. Customers can also decide what data to view using the framework. Users can keep certain content while closing other; they can save their changes and even share with others through email notification

■ Allow organizations to create information dashboards but then allow the

users the flexibility to tailor the look and feel without changing the content.

■ Users manage the dashboard layout

■ Configurable to include business content needed

■ Visibility to many to supplier specific data elements

■ Drag and Drop pagelets for individualized selection

■ Saved views for personal use or sharing with public

■ Include business content specific to the organization

■ Holistic view of any dataset

■ Contained in Image 10

Configurable Analysis Framework - Transform the

Information FlowSupplier Comparative Analysis via PeopleSoft Configurable Analysis Framework

Oracle takes advantage of new ExaData machines to build out financial applications that benefit hugely from its

exceptional processing power.

PeopleSoft In-Memory Real-Time Bottom Line Suite

(New Product in PI4)

Financial Allocations Analyzer (New in PI4) PeopleSoft Financial Allocations Analyzer is a robust solution that allows the office of the CFO to simulate changes to a critical business process that is affected by reorganizations, material activity, as well as regulatory updates.

PeopleSoft Financial Position AnalyzerSimulate the financial positionwith material activity

3rd Party Reporting Tools

■ Integration

■ Conversion Challenges … Crystal?, data warehousing

■ Other report writers

■ Options for Running Reports

▪ Work center

▪ Process Scheduler

▪ Reporting console

▪ Reporting Manager

■ Determine Report output

■ Determine Report Delivery method

■ Determine report storage options

Running Reports and Storage Options

Report / Query Creation / Governance

■ The reporting governance strategy will define the process for ensuring that the reporting solutions

are achieving the desired results. These goals should include but are not limited to:

▪ Defines the process for requesting additional reports (post-implementation)

▪ Defines the processes for ensuring the consistency and accuracy of a common set of reports

▪ Defines the permissions and capabilities to assign to groups of users (e.g. who can write

reports, who can create queries)

▪ Access to Reports

▪ Outlines the recommended practices in creating personal reporting objects and views.

▪ Eliminate duplicate report requests from getting implemented

▪ Query Management / Query Tool Access

Reporting Databases

■ Production

■ Reporting Database - rpt env) as a copy

■ Data Warehouse

■ Maintenance and Performance

Performance Tuning

■ Active Data Guard

■ Creates real-time backup from logs

■ Work centers

PeopleTools 8.5xoffloads the following functions to

standbys managed by Active Data Guard:

· Tree Viewer

· Query Viewer

· Scheduled Query

· Pivot Grids

· Certain SQRs

· PS/nVision reports

· PS/nVision report drill-downs

· PS/nVision report books

Data Management / Governance

■ Transactional Data

■ Control Data

■ Operational Analytics

■ Historical Analytics

■ Master data management

■ Control points and Data validation

■ Batch Processing – Process Weaver

PeopleSoft Business Process Weaver (Image 4) - Transforming the

Business Flow

a visualization and orchestration platform, Business Process Weaver, that enables customers to model, manage, support stringing of scheduled processes (delivered and custom), include the grouping of processes (PSJob), and support user interactions. Customers can string processes together and include user intervention in validating the results before or after specific processes.

Enables Visualization & Orchestration Extensible to Use Custom Processes/Components

■ A materialized view is a special database object where

the results of the view SQL is stored as a data table.

They’re especially useful for migrations, integration,

reporting and data warehouses as they save repeated

queries against the same data. Complex SQL can be

used in a Materialized View so that it is performed once,

and then any subsequent queries for the same data can

use the data stored as the view output rather than

running the query again.

Materialized Views – 8.54

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