workcenters, nav collections and analytic dashboards · 2019. 11. 6. · peoplesoft fscm, hcm, scm,...
TRANSCRIPT
11/6/2019 © SpearMC Consulting 1 © 2019 SpearMC Consulting
PeopleSoft 9.2
WorkCenters, Nav Collections
and Analytic Dashboards
SpearMC Consulting
AGENDA:
1. Introductions
2. WorkCenters – Brief Overview
3. WorkCenters – New Features
4. Navigation Collections
5. Analytic Dashboards – Supplier 360
Session Agenda Topics
2
Introductions
3
© 2019 SpearMC Consulting
Tom Tretter Managing Director Home Office: Portland, OR [email protected] Experience:
22 Years PeopleSoft Experience
Industries: Healthcare, Products,
Public Sector, Prof. Services
BI / Analytics
Financials
Grants
Supply Chain
P2P / SRM
HCM
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An Oracle Platinum Partner, we specialize in:
© 2019 SpearMC Consulting
About SpearMC
PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research
PeopleSoft Hosting on Oracle Cloud Infrastructure
PeopleSoft and Tools Training
PUM Update & Testing Service
PeopleSoft Reseller since 2008
PeopleSoft Managed Services
PTF and Test Automation
Oracle Hyperion and PBCS
Oracle Business Intelligence
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© 2019 SpearMC Consulting
© 2019 SpearMC Consulting
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WorkCenter Overview
• Two main frames – Left Navigation and content frame
• Clicking links in left sidebar opens the target content on the right
• Designed for specific role(s) with similar job functions to streamline work
• Navigate to via main menu (classic) or Tiles (Fluid)
• Introduced in 8.51 but many improvements since:
– Improved left sidebar UI – support more pagelets
– Support for Homepage pagelets, not just Templates
– Activity Guide WorkCenter template to get you started
– Dashboard support
– Inter Window Communication: Pagelets and transaction page can interact
• WorkCenters were originally a Classic feature - Oracle migrating to Fluid
Introducing WorkCenters
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WorkCenter Overview
• WorkCenter – Entire Page Area: – Navigation Area pagelets – Target Content Area
• Content Area – Homepage Pagelets – Common Starting Page
• Pagelets – Organized into tabs – May include standard
WorkCenter Pagelets • MyWork • Links • Queries • Reports/Processes
Anatomy of a WorkCenter
WorkCenter
Target Content Area Pagelets
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WorkCenter Overview
Delivered Pagelets designed specifically for use with WorkCenters
– My Work
• Review and take action on pending work items (approvals, alerts, other work)
– Links
• Typically links to PeopleSoft Components
• Will only show for users that have security to access the page
– Queries
• Links to PeopleSoft Queries/Pivot Grids
– Reports/Processes
• Links to Reports/Processes
• Use is optional but very common in FSCM/HCM delivered WorkCenters
• Highly configurable
Enterprise Components > WorkCenter/Dashboards > Configure Pagelets
WorkCenter Standard Pagelets
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WorkCenters: Fluid vs Classic
Classic WorkCenters Fluid WorkCenters
Asset Management General Ledger – Classic & Fluid
Buyer (Procurement) Accounts Payable – Classic & Fluid
Contracts (Customer) Accounts Receivable – Classic & Fluid
Supplier Contract / Sourcing Billing – Classic & Fluid
Expenses Treasury – Classic & Fluid
Grants Cost Reconciliation (Inv Acctg) Fluid only
Project Costing
Supplier Portal (external)
Supplier Admin (internal)
Supply/Demand (Inventory)
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WorkCenters: New Features (PUM 30+)
• Admin. and users control
grouplet to display as
collapsed or expanded
• WorkCenter grouplet
configured to show Query
Manager/Viewer
• Slice/Dice My Work with one
click
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WorkCenters: New Features
• Email capability for AP, GL, AR
• Use Trees for Scope/Filters
• Grid personalization
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Demo: WorkCenter Setup and Configuration
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Demo: Navigation Collections
1. Navigation Collection Overview
2. Configuring Navigation Collections
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Configurable Analytic Dashboards (Supplier 360 Example)
General Dashboard Features and Benefits:
• Configurable views of metrics at administrator and end-user levels
• Consolidates transactional and audit information in a single dashboard
• Analyze multiple metrics for 1 dimension (Supplier or Customer) or compare
• Configurable actions and transaction Pages
Major Implementation Activities:
• Identify Key metrics to meet cross functional needs • Supplier 360: Management, AP, Sourcing and Contracts, Purchasing, Others TBD
• Personalize delivered metric queries and Pivot Grids to meet business needs
• Create new queries and Pivot Grids to deliver relevant analytics
• Identify appropriate metric views for each business role
• Perform Analysis Configuration to present appropriate metrics and views
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Supplier 360: Overview
Select 1 Supplier to analyze
individually or multiple to compare
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Supplier 360: Overview
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Supplier 360: Overview
Select Related Content link for
Supplier Actions
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Supplier 360: Overview
Select Comparison View related content to
personalize dashboard views, share views and
update global metric parameters
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Supplier 360: Overview
Select Analysis Mode to drill into
metrics for an individual Supplier
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Supplier 360: Overview
Individual Supplier Analysis Mode
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Supplier 360: Overview
Access personal saved views
Select Choose Metrics for
System Configured views or
select from ALL metrics
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Supplier 360: Overview
Supplier 360 Design Summary and Considerations:
• 22 delivered “Factors” for individual Supplier analysis
• 21 delivered “Factors” for comparative Supplier analysis
• Supplier Rating is unique to comparison view
• Supplier Addresses and Transaction Wheel is unique to individual analysis view
• Delivered Pivot Grid models can be configured for KP business requirements
• New metrics will require likely require new report views
• New / modified Components will require custom development
• New / modified Fields lists can be created with SQL View changes
• Security – Will need to be defined for Administrative support and end-users
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Supplier 360: Factor / Metric Data Sources Factor Configuration Values Data Source Details (Lineage)
*Factor Name*Factor
Type*Used in Mode
S360
ViewPagelet, Page or View
Source
ModuleData Source Descr Fluid Pivot Grid ID/Name Source PS Query (Fluid)
Discount Lost/TakenPivot Grid
PageletAnalysis Both
EP_DISCOUNTS_LOSTTAKEN
_FLeSettlmnt
eSettlements Discount
Amounts that have been
either Lost or Taken
AP_S360_DISCOUNTS
Discounts Lost/TakenAP_S360_DISCOUNTS
Liability ExposurePivot Grid
PageletAnalysis Both EP_LIABILITY_EXPOSURE_FL AP
Consolidated AP Voucher
Payment liability amount as a
union of unpaid Pre-Paid and
non Pre-Paid Voucher lines
AP_S360_FL_VENDOR_BALANCE
Liability Exposure by Supplier
AP_S360_FL_VENDOR_BA
LANCE
Match Exception
Analysis
Pivot Grid
PageletAnalysis Both EP_MATCH_EXCEPTIONS_FL AP
Count of unique match
exceptions (line level) by
Match Rule ID from
AP_MTCH_EXP_DTL
AP_S360_FL_MATCH_EXCEPTION
Match Exceptions
AP_S360_FL_MATCH_EXC
EPTION
Procurement
Obligations
Pivot Grid
PageletBoth Both EP_PO_SPEND_PERIOD_FL PO
Displays PO Spend History.
Sourced from PO Spend
History AE Process. Requires
Reporting Entity setup.
PO_SPEND_FL_BY_PERIOD_PVG
Procurement Obligations
PO_SPEND_FL_BY_PERIOD
_PVG
Procurement
Contract Spend
Pivot Grid
PageletBoth Both EP_PO_CNTRCT_RLS_FL PO
Consolidated Procurement
Contract spend as a union of
Vendor, Category, Item
contract lines
PO_FL_CNTRCT_RLS_PVG
Procurement Contract SpendPO_FL_CNTRCT_RLS_PVG
Procurement Spend
Analysis
Pivot Grid
PageletBoth Both EP_PO_SPEND_TYPE_FL PO
Displays PO Spend History.
Sourced from PO Spend
History AE Process. Requires
Reporting Entity setup. (Same
as Procurement Obligations)
PO_SPEND_FL_TYPE_PVG
Procurement Spend AnalysisPO_SPEND_FL_TYPE_PVG
Top 10 Category
Spend
Pivot Grid
PageletBoth Both EP_PO_SPEND_TOPCAT_FL PO
Displays Top 10 Category
spend amount. Sourced from
PO Spend History populated
by Spend History AE Process.
PO_SPEND_FL_TOPCAT_PVG
Top 10 Category Spend
PO_SPEND_FL_TOPCAT_P
VG
Top 10 Non Contract
Category
Pivot Grid
PageletBoth Both EP_PO_NCN_CAT_FL PO
Displays Top 10 Categories by
non contract PO spend
amount. Sourced from PO
Spend History populated by
Spend History AE Process.
PO_SPND_FL_NOCNTRCT_TOPCAT_
PVG
Top 10 Non Contract Category
PO_SPND_FL_NOCNTRCT_
TOPCAT_PVG
Top 10 Non Contract
Item
Pivot Grid
PageletBoth Both EP_PO_NCN_ITM_FL PO
Displays top 10 Items by non
contract PO spend amount.
Sourced from PO Spend
History populated by Spend
History AE Process.
PO_SPND_FL_NOCNTRCT_TOPITM_
PVG
Top 10 Non Contract Item
PO_SPND_FL_NOCNTRCT_
TOPITM_PVG
Voucher StatusPivot Grid
PageletAnalysis Both EP_VOUCHER_STATUS_FL AP
Displays AP Voucher header
gross amount by Voucher
status
AP_S360_FL_AMOUNT_BY_STATUS
Invoice Amount by Status
AP_S360_FL_AMOUNT_BY
_STATUS
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Supplier 360: Dashboard Configuration
Navigation: Enterprise Components > Configurable Analysis > Analysis Configuration
Factor Configuration:
• Enables Activation / Inactivation and Addition / Deletion of each “Factor” (metric)
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Supplier 360: Dashboard Configuration
Navigation: Enterprise Components > Configurable Analysis > Analysis Configuration
Factor List Configuration:
• Enables Activation / Inactivation and Addition / Deletion of available Dashboard Views
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Supplier 360: Dashboard Configuration
Navigation: Enterprise Components > Configurable Analysis > Analysis Configuration
Related Action Configuration:
• Enables Activation / Inactivation and Addition / Deletion of available Suppler Actions
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Supplier 360: Procurement Contract Spend Example Prompt / Parameter Mapping
PS Query
Prompts
Pivot Grid
Prompts
Factor Analysis
Configuration
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Supplier 360: Demonstration
1. Supplier 360 configuration
2. Supplier 360 delivered features / functionality • Supplier Selection
• Comparative Analysis Views
• Drill to Individual Supplier Analysis Views
• Drill to Pivot Grid and interactive analysis (Proc Contract Spend)
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Supplier 360: Q&A
Thank you!!!