advanced reporting techniques for peoplesoft enterprise larry grey grey sparling solutions...
TRANSCRIPT
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Advanced Reporting Techniques for PeopleSoft Enterprise
Larry GreyGrey Sparling Solutions
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Agenda
• Presenter Overview• Review of PeopleTools 8.48
• Business Objects Enterprise• XML Publisher
• Tips and Techniques• Drilling from your PeopleSoft Reports• Securing your PeopleSoft Reports• Managing your PeopleSoft Production Reporting• Understanding PeopleSoft Report Context
• Questions
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More about the Presenter
• Larry Grey• PeopleSoft Employee from 1994 - 2005• Product Manager for Reporting Tools from 1996 – 2005.
• Co-founder of Grey Sparling Solutions
•PS/nVision•PS/Query•Tree Manager•Crystal•Cube Manager
•Process Scheduler•Report Manager•Cognos•Essbase•Charting
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Who is Grey Sparling Solutions?
We Enhance the PeopleSoft Enhance the PeopleSoft ExperienceExperience
• Our Products• Address common PeopleSoft needs.• Leverage your existing PeopleSoft infrastructure.• Enable functionality with minimal cost and effort
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Products that Enhance
Administrative Experience• Operations Productivity• Application Support Productivity• Developer Producitivity
Auditing Experience• Compliance and Accountability• Security
End-User Experience• End-user Productivity• Enhanced Reporting
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More about the Founders
• PeopleSoft Tools and Technology Experts
• PeopleTools Developers, Product Strategists since 1994
• Recognized by Oracle as the leading PeopleSoft technology experts
• Recognized by customers as leading Peoplesoft technology experts - More than 200 PeopleSoft conference presentations
• Industry Leaders in Reporting Best Practices
• Defined reporting solutions for PeopleSoft and NetSuite
• Extensive contacts among all key Business Intelligence Partners
• Architects of PeopleSoft EPM / Data Warehousing leading practices
• Visit our BLOG to read more PeopleSoft tips and techniques
• http://blog.greysparling.com
• The only PeopleSoft-related blog listed on Oracle’s blogroll (http://blogs.oracle.com/)
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Review of PeopleTools 8.48
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Review of PeopleTools 8.48
• XML Publisher (Oracle Functionality for PeopleSoft Customers)• Embedded into PS/Query• Embedded into Application Engine• No need to migrate from existing middleware
• Business Objects Enterprise Integration• Integration with Process Scheduler for running reports• Continuing support of existing Crystal Functionality
• NT-specific process scheduler integration• Crystal Report Explorer integration• Windows Crystal Reports
• All other existing reporting tools still supported• PS/nVision• PS/Query• SQR
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Drilling From your Reports
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Drilling from your Reports
• Capturing URLs to use• Embedding URLs into your reports
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• Paste in Notepad in preparation of modification
Capturing Pages
• Open Page• Copy URL
Parameters Page
Menu.Component
• Portal/Menu Choices• PSC No Navigation (Content)
• PSP Include portal navigation
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Capturing Pages
• Note: you may need to append &Action=U if the default action of a page is Add.
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Capturing Queries
• Go to Query Viewer• Search for Query• Right-Click to Copy from link for
query• Run to HTML
• Run to Excel
• Paste in Notepad in preparation for modification• Run to Query Viewer
• Run directly to ExcelHTML
Excel
Query Name
Query Name
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Adding Parameters to Query
• Find the different parameters on the Query
• Add the a BIND reference for each parameter
Bus Unit Account
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Embedding URLs into nVision Reports
• Open Report with Data in it• Use Hyperlink Function
• Replace Parameters with “&{cellref}&”
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• Use %CONCAT %TRIMSUBSTR to embed fields from query into parameters
• Add Expression as Field in Query
Embedding URLs into Queries
• Open Query with Data in it• Create SQL Expression in Query
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Embedding URLs into Crystal
• Use Query with Hyperlinks Embedded in it.• Set Hyperlink in Crystal (Field Property)
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Securing Your Reports
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Securing your Reports
• Ad-hoc reporting• Production reporting• Other potential solutions
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Examples: Securing your reports
• Running and distributing nVision reports for all managers of divisions and offices
• Running nVision and distributing reports for all department managers
• Securing PS/Query and Crystal
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Problems to solve
• Problem 1: How to identify what data a user has access to?• PeopleSoft-delivered table• Custom Table
• Problem 2: How to apply security?• Self service – Filter data based on user running
report• Production Reporting – Filter and distribute reports
based on security rule for a set of users
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Applying Security Approaches
• Hooks to apply self-service security• Reporting View in GL• OPRID key in reporting tables• Query Security
• nVision Bursting• Delivered Security template and scopes in nVision• Custom programmatic generation of rules
• Scopes and report requests• Layouts and report requests
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Delivered methods for Identifying data for a user
• Security views in Financials• Tables to capture Business_Unit, SETID, and LEDGER
mappings to user
• Pages to maintain mappings
• Process to invoke security type
• DEPT_TBL for department-based bursting in nVision• MANAGER_ID captures user who owns department
• DEPT_NODE_TBL for tree-based bursting in nVision• DISTLIST captures set of roles and users for a node in a tree
• FASTVIEWS in HR translate department tree to data ownership
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Delivered Financials Security Views
• Financials Security applies appropriate view to prompt tables and reports:• Unit Security by Perm List (unit security by permission list) (SEC_BU_CLS)• Unit Security by User ID (SEC_BU_OPR)• TableSet Security by Perm List (tableset security by permission list)
(SEC_SETID_CLS)• TableSet Security by User ID (SEC_SETID_OPR)• Ledger Security by Perm List (ledger security by permission list)
(SEC_LEDGER_CLS)• Ledger Security by User ID (SEC_LEDGER_OPR)• nVision Ledger Security (LEDGER_SECURITY)• ChartField Pagelet Security (GL_PE_CF_SEC_COMP)• Pay Cycle by user ID (SEC_PYCYCL_OPR)• Project Security (SEC_PROJECT)
• Uses delivered tables and pages to maintain security
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Row-level Security Hooks
• Report against table keyed by OPRID, OPRCLASS, or ROWSECCLASS
• Automatically adds criteria for current user to SQL
SELECTFROM PS_SP_PROJ_OPRVW AWHERE A.OPRID = 'VP1'
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nVision Row Level Security for Self Service reporting
• Same construct as standard row level security, but applied in ledger template.
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Bursting in nVision for Production Reporting
• Tree-based bursting• Configure existing tree to use page/table that
allows assignment of users to nodes
• Use of Scope and Security Template in nVision Report Request
• DEPT_TBL-based bursting• Use of Scope and Security Template in nVision
Report Request
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Moving your tree to DEPT_NODE page
• Insert data from your existing tree into DEPT_NODE_TBL
• Modify your tree to use the pages
INSERT INTO PS_DEPT_NODE_TBLSELECT DISTINCT A.SETID, A.TREE_NODE, A.EFFDT, A.EFF_STATUS, A.DESCR, ' ', ' ' FROM PS_TREE_NODE_TBL A, PSTREENODE B WHERE A.TREE_NODE = B.TREE_NODE AND B.TREE_NAME = 'DEPARTMENTS'
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Modifying your tree to use the pages
• Open up tree structure for your tree and modify it to use the DEPT_NODE_TBL
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Maintain your tree to add users/roles to nodes
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Use Scope and Security Template to use tree-based rule
• Use scope that accesses nodes
• Use %DES…DISTLIST to route results
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Similar for bursting at department detail
• Use scope that generates reports based on DEPT_TBL
• Prefix MANAGER_ID field with U: to designate routing to user
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Managing Production Reporting
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Managing Production Reporting
• Setting up nVision Jobstreams to run many reports together• After data staging processes• Stand-alone
• Setting up Query and Crystal Jobstreams• After data staging processes• Stand-alone
• ** XML Publisher
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Overall Approach for this
• Step 1: Create Run Control or Report Requests
• Step 2: Create Job Definitions that refer to process definitions
• Step 3: Schedule Jobset to identify the parameters
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Process for Crystal and SQR
• Each process definition identifies a unique report to run• APY2020• FIN0011• FIN5005
• Job items are tied to specific reports
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Process for nVision and Query
• Each process definition does not identify a unique report to run• NVSRUN
• RPTBOOK
• PSQUERY
• Jobs are not tied to specific reports (they are placeholders for parameters)
• Schedule definition provides the parameter that identifies the report to run
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Setting up nVision Jobstreams
• Two Approaches
• nVision Report Books
• nVision Report Requests
• Differences are the paramters to supply and granular control over processing
• Parallel
• Serial
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Setting up nVision Job (example)
• All steps of job are same process name
• Jobs are not tied to specific reports
• (parameters to be specified in Schedule Jobset)
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Scheduling Specific Report Requests using Schedule Jobset
• Click on Jobset Parameters
• Fill in Parameters needed for Process Definition
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Getting Context from nVision
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Where Context Information is Stored
• Defined Names:• NVsInstSpec
• ReqBU
• Cells in Row 1 or Column 1• Row 1 contains column criteria
• Column 1 contains row criteria
• nPlosion• Timespans / Years and Periods
• Tree nPlosion / Levels and details
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GS nVision Context Helper
• Puts user interface on Context
• Snap-on to Excel
• Helps users and auditors understand numbers better
• Complimentary to Session Attendees
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Features
• Display nVision Criteria for Cell• Inherited Criteria (Drill, Scopes)• Sheet Criteria• Row Criteria• nPlosion Inheritance• Excel Formula (for copy cell)
• Drill To PIA