MAKING A QUERY INTO A TILE
Refer to Oracle documentation for creating PeopleSoft fluid tile using PS query.
Link: Link to "Query to Tile" Documentation
1. 1. Create Query (or reuse an available query)
Pillar(HCM, FSCM, ELM, etc) > Reporting Tools > Query > Query Manager
The above query is just a list of employees and their health benefit plans. Very simple query, but I wanted it to be simple to show how easy the process is to create a tile from a query.
2. Create Pivot Grid (or reuse an available pivot grid)
Pillar > Reporting Tools > Pivot Grid > Pivot Grid Wizard
Enter the name and the Title of the Pivot Grid.
Grid Types:
- Private models are only available to the users who created the model and the users who have the PivotGridAdmin role.
- Public models are available to administrators and power users for updating, and they are accessible to all users for viewing.
Click Next
Data Source = PS Query
Select the Query you want to use
Select Columns that you want included in your pivot grid
Click Next
4. Specify the Data Model values
Column Label
(Optional) Specify the labels for columns (dimensions/facts). The labels apply to grids and charts.
Aggregate Label
(Optional) Enter the aggregate labels for the columns. These aggregate labels will be:
Populated in the Y-axis field in the Specify Data Model Values page, Chart Options section and in the User Charting Options page.
Displayed as the titles of the columns in the grid.
Displayed as the title of the Y-axis in the chart.
Populated in the Y-axis field in the User Charting Options page when you update the chart options.
Column Type
Define the axis, value, or display members for a column.
Select the Display option to enable the column to appear in the detailed-data view of the grid and the chart.
Note: At least one Axis and one Value member are required. You can also select this column as a related action parameter for a Pivot Grid model in the detailed-data view.
Total
Select which Axis members have the Total (All) attribute enabled.
Note: This column is available only for the data source column with column type Axis.
Aggregate
Define the aggregate functions for the Value type members. Available options are Average, Count, Count Distinct, Maximum, Minimum, Sum, and None.
Note: This column is only available for the data source column with column type Value.
Total Name
(Optional) Specify the total names, which override the default All string.
Editable Facet (Only Fluid)
Select to enable the data source columns as editable facets (prompts) in fluid view.
Click Next
5. Specify Data Model Options
Default View
Available options are:
Pivot Grid Only
Chart Only
Pivot Grid and Chart
Specify Axis Information
Select the initial grid and chart layout. Note that:
Both grid and chart axes must be selected, irrespective of the display option selected. Both grid and chart have the same filters. All the Value type columns lie on one axis in the pivot grid.
For the chart, Axis type members can be selected as X axis and Series, whereas the Value type members can be selected as Y axis and Overlay.
You can select only one X-axis or one Overlay member.
You can set multiple columns as Y axes, and these Y axes will be plotted as series on the charts. This feature has these limitations:
A maximum of 10 Y axes can be simultaneously plotted on a chart.
As with Series, the colors of multiple Y axes are determined by the default colors set in the PeopleSoft Charting stylesheet, and these default colors are not editable in Pivot Grid.
Display As
The Display As column is available only for number (facts) fields.
Select either the Percentage or the Percentage Grand Total option to display the number (fact) values in the grid and chart.
Select display as Percentage if you want to show the data point in percentage. Select display as Percentage Grand Total if you want to show the calculated percentage of the data point on the grand total of the field.
Dual Y-axis
This option is available for the columns that are set to Y axis.
Select an option to set the corresponding Y axis column as a dual Y axis on the Pivot Grid charts; this means that the system will display a second Y axis on the chart. The values for the second Y axis will be plotted like a Series on the chart.
Note that:
Only one column can be set and plotted as the dual Y axis on the chart.
If a dual Y axis is selected to be plotted on the chart, other Series and axis values cannot be plotted on the chart.
You can select multiple Y axes for a chart, and you can mark one of the selected Y axes (that belongs to the multiple Y axes) as dual Y axis for the chart.
Define Threshold
Click to access the Configure Thresholds page, where you can configure the basic threshold settings for the grids and the charts.
Collapsible Data Area
Select to allow viewers to collapse the data area.
Expanded State
Select to have the initial view expanded.
No Drag and Drop
Select if you do not want users to have the ability to drag and drop filters, rows, and column axes.
Title
Enter a title for your chart. By default, the Pivot Grid model name is used.
Type
All PeopleSoft chart types are available.
X-Axis Label
Enter a label for the X axis. By default, the field name for the X axis is used.
Y-Axis Label
Enter a label for the Y axis. By default, the field name for the Y axis is used.
Advanced Options
Define display options for the chart, including chart legend, and height and width of the chart.
Legend
Select a legend for the chart. The available options are Bottom, Left, None, Right, and Left.
Y-Axis Precision
Enter the number of decimal places in the Y-axis values. For example, when the Y-Axis Precision has a value of 2, the Y-axis in the chart has two decimal values.
Exploded Pie
Select to view the 2D or 3D charts with exploded sectors.
Note that following points when you set the values in the Display Options section:
If no view option is selected in the Display Options section and if all prompts are set to invisible, then the Options Menu is invisible in Pivot Grid Viewer.
You can selectively show and hide prompts using the Select Query Prompt Values section in the Pivot Grid Wizard – Specify Data Model Values page.
If the Show Help option is selected, the embedded Help icon is available in the Grid Viewer page.
Note: The Help icon is shown only in the classic viewer and it is unavailable in Fluid viewer.
Use the Help Message section to define the help information. The default help message is from message set number 268, and the message number 315. The message catalog entry is parsed for special placeholders %PBCTXT(PTPG_PSPGVIEWER). Note that the Help URL field in the Web Profile Configuration page must be specified (by selecting PeopleTools, Web Profile, Web Profile Configuration).
Use the Specify Data Model Options page - Fluid Mode Options section- List View Options region to define the list view options for the pivot grid model. The list view options include the title and the summary for each row of result. The Title and Summary regions use the dimension values that are part of the detail grid. When designing the pivot grid model, application developers create the title and summary text from message catalog entries. The bind values for the message catalog are passed from the dimensions, facts, and display columns.
Result View
The Result View can be set to Grid, List, or Grid and List.
Default Result View
If the Result View option is set to Grid and List for the fluid mode, the Default Result View section enables you to configure whether the list view or the grid view is available in the detail view.
Allow Multiple Y Axes
Select this option to allow users to select multiple Y Axes on the chart. If this option is deselected, any change to the Y axis will result in a single Y axis being plotted on the chart.
Hide Chart
Select this option to hide the chart when you view the pivot grid model in the fluid mode.
Result View Columns
By default, all the display type columns, axis rows, filters, and facet fields appear in the detail view (as in the classic Pivot Grid Viewer). You can deselect any column in the Result View Columns section to hide that column in the fluid view.
Facet Selection
Use this region to set the facet display options to display the single-select and multi-select facets as charts and as lists in fluid views. In the chart facets, you can drill down by clicking the chart data point in the facets. Note that the chart data point is highlighted after your selection.
Click Next
5. Review the Pivot Grid
Use the Pivot Grid Display page to review the Pivot Grid model based on the display option and layout selected. Optionally, you can modify the Pivot Grid model to finalize the design and then click the Save button to save it. Pivot Grid model metadata is saved to the database.
Note that Pivot Grid displays the value 0 (zero) in the grid cell if:
No data for the grid intersection point exists.
In this case, Pivot Grid displays 0 as text, and you cannot drill down to details from this text.
Aggregate function returns 0 for the grid intersection. A common use case could be +ve and -ve values adding up to 0 for the Sum aggregate.
In this case, Pivot Grid displays 0 as a link, and you can drill down to details from this link.
Configure Related Content
Click to access the Assign Related Actions page, where you can assign services to be used as Related Actions, select the service target to determine where the service will be displayed, and define the parameter mappings and options for the service.
Note: The Configure Related Content link is available after you save the Pivot Grid model.
See Using and Configuring the Related Actions Menu.
Publish as Pagelet
Click to access the Review Pagelets dialog box, where you can view a list of pagelets that are using the current Pivot Grid model and where you can create home page and template Pivot Grid pagelets without navigating to the pagelet wizard.
You can also add new, delete, or update existing pagelets that are based on the specific Pivot Grid model that you edited in the wizard.
Note: The Publish as Pagelet link is available after you save the Pivot Grid model.
See Creating a New Pivot Grid Pagelet Using the Pagelet Wizard.Configure Pivot Grid View
Click to access the Pivot Grid Views Component dialog box, where you can create or edit existing views that are associated with the current Pivot Grid model.
Note: This link is available only after the Pivot Grid model is saved for the first time; for example, in Update or Correction mode.
Publish as Grouplet
Click to enable the Pivot Grid model to be published as a tile and included in the landing pages. The tile can contain the Pivot Grid chart as the dynamic tile content.
Click Save
Click Publish as Grouplet
If this is the first time you are publishing the current Pivot Grid model as a tile, the Publish Grouplet Definition page appears. Otherwise, the Publish as Grouplet page appears listing the published content reference objects that use this Pivot Grid model as a tile.
Target Page Type = Create New Pivot Grid Cref
Page Name and Label = User Defined Values
Parent Folder
When you select the Search, be sure to click on Include Hidden Crefs. If you want to create as a Tile, you will need to determine which folder to place it. You should see a Fluid Structure Content folder. Click the + and you should see Fluid Pages. Click the + and you will see the folders that are available. Select the link for the folder you want to store your tile (this is the folder you will find it when you are on a homepage and click Add a Tile)
Grouplet Properties
Select the height and width of the tile along with whether you want the query results to be opened in Current Window, New Window, or a Modal Window.
Security
You can define it or leave it as Public.
Click Save
Click Return
Click Save
Now you can Go Home and add the tile to whatever homepage you would like.
Click Action
(
)
Select Personalize Homepage
Find the Folder where you added the Tile
Click PeopleSoft Applications (that is the Folder where the Health Benefits Pivot Grid Tile is stored)
Click Health Benefits
The new tile will appear and you can move it where you want it on the page.
Click Save
Your pivot grid tile is now available.
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