Oracle Open World 2009 Which PeopppgleSoft Reporting …spearmc.com/.../02/SpearMCOracle2009_PSReporting.pdf · Oracle Open World 2009 Which PeopppgleSoft Reporting ... you can generate

Oracle Open World 2009

Which PeopleSoft Reporting p p gTool Best Fits Your Needs?

Presented by:

Millie BabiczTodd Kummer

SpearMC Consulting

Agenda

SpearMC Solutions Overview

Reporting Tools OverviewReporting Tools Overview

New Release Highlights for PeopleTools 8.5

© 2009 – SpearMC Consulting2

SpearMC Solutions OverviewSpearMC Solutions Overview

About SpearMC

Who is SpearMC?

SpearMC is a full-service consulting and technology services firm with specific focus on Oracle/PeopleSofton Oracle/PeopleSoft ApplicationsOur Local and well-connected network of top-tier Business A l t T h i l L dAnalysts, Technical Leads, Developers and Project Managers keep travel related costs to a minimumIt is our goal to provide top-tier professional services at competitive rates


About SpearMC Slide 5

SpearMC is recognized by the San Franciscoby the San Francisco Business Times and

PriceWaterhouseCoopers as one of the region’sas one of the region s

fastest growing private companies in 2009


About SpearMC

SpearMC delivers Oracle/PeopleSoft services across numerous industry domains and markets

Financial ServicesPeopleSoft Financials v8.9 UpgradePeopleSoft Project Costing v8.9 Implementation

TechnologyUbisoft: PeopleSoft Financials v9.0 UpgradeNetApp: Oracle Data Warehouse & Reportinggy NetApp: Oracle Data Warehouse & Reporting

Consumer ProductsFinancials v8.8 Global ImplementationPeopleSoft Financials Long-Term Support

24 H Fit P l S ft R ti St tRetail & Logistics

24 Hr Fitness: PeopleSoft Reporting StrategyBekins: PeopleSoft Billing v8.9 Implementation

Higher Ed & Government Art Institute: PeopleSoft Financials TrainingCit of Seattle Chart of Acco nts Redesign


City of Seattle: Chart of Accounts Redesign

Our Expertise…

P l

Project Management

Operations Personal

ServiceImprovement

Business

I t lliProfessionalResults

Intelligence

Education

IT Strategy/ gy

Architecture

Application

D lDevelopment

ERP Integration

Recruiting/Support


g pp

Reporting Tools OverviewReporting Tools Overview

Overview

Tools bundled with PeopleSoft


Evolution of Reporting

Historically “I need a report…”meant you had to define…

Source data

Audience

Now you have to ask whether a “report’ is the most productive

Frequency

Format

Delivery

the most productive solution

What do you do with the data?

Assessment

Enterprise data is meant to be accessed analyzedDelivery

How is your productivity measured?

What actions do you intend to take?

to be accessed, analyzed, presented and used

Technology has shifted and users’ demands and expectations haveintend to take? expectations have increased

Rich Internet Applications provide personalized

t t i t t


content in context

Questions to ask in Selecting a Reporting Tool

Once you have Once you have yyVERY detailed VERY detailed

user user requirements, requirements, you can sort you can sort through the through the

toolstools


SQR (Structured Query Report)

SQR is a family of report generators and development languages optimized for SQL database accessing, manipulating and reporting

Apart from report generation, SQR is also used for the large-volume data movement in complex environmentsGreat at extracting the information and displaying it in a printable format, but will not allow end users to manipulate/ work with the dataAnything is possible through normal programming methodsAnything is possible through normal programming methods– API calls to other programs which extend the 'power' of SQR– Supports all the PeopleSoft Batch Server Platforms– It can do data manipulation like insert, update create tables etc.

Can open any type of databases in one program– Can open any type of databases in one programContinues to be reporting product of choice for highly programmatic needs– Added support for platforms as certified with PeopleTools

• 11g64bit operating s stems


• 64bit operating systems

Query

Ad-Hoc & Simple Tabular Reporting

Continues to have benefits

Capability

Quickly puts operational information in the hands of decision makers

Schedulable

Output to Excel, HTML

Power of SQLPower of SQL

Database Platform Independence

Introduced Web Service for Query in P l T l 8 48PeopleTools 8.48

Embedding URLs into Queries

– Create SQL Expression in Query


nVision

Not going away and being enhanced


nVision

nVision is a good tool for reporting data from PeopleSoft in an end user 'usable' format

Allows end users to retrieve information from the PeopleSoft database usingAllows end users to retrieve information from the PeopleSoft database using ledgers, trees, and queries and to place it into an Excel spreadsheet

Has been the reporting product of choice for financial reporting, but also used frequently with other modules, including HR

nVision Bursting

– Delivered Security template and scopes in nVision

C t ti ti f l– Custom programmatic generation of rules

• Scopes and report requests

• Layouts and report requests


nVision Slide 18

Components Ledger StructureLedger Structure

Ledger DataLedger Data

Report RequestsReport RequestsnVisionnVision LayoutsLayoutsCFs & TreesCFs & Trees Report BooksReport Books


nVisionnVision ScopesScopes EndEnd--User ReportsUser Reports

nVision Components Slide 19

ComponentComponent DefinitionDefinitionChartfields Accounts, Project ID, Cost Centers (DeptID)C a t e ds j ( p )

Trees Graphical representation of chartfieldsTrees are used to present chartfield hierarchy via nodes, roll-ups and detail values

Ledger Structure & Data

Store GL summary balances by accounting period at the chartfield levelStructure dictates how the ledger will store USD and Local currenciesData g

Layouts Excel-based templates that contain the “rules” or “instructions” that tell PeopleSoft how to retrieve and present ledger dataAll report formatting is done within the layouts

Scopes Used to narrow or filter the amount of data that a report request retrieves Scopes p qScopes allow for a limited set of layouts to be used repeatedly without having to go into the layout and hard-code criteria

Report Requests Contain the report generation criteria such as Report Name, Report Layout, Scope, Reporting Date, Business Unit, Variables and Distribution

All f l t t t b d t th d t th tiReport Books Allow for several report requests to be grouped together and run at the same time.Report Books are run via the PeopleSoft Process Scheduler either on an ad-hoc or scheduled basis

End-User Reports Excel worksheets that are distributed to Financial end-users


Crystal

If you want to design new Crystal reports, you must install Crystal Reports

Bundled with PeopleTools

Tabular Reporting with PS/Query

– Before you can generate formatted output in Crystal Reports, you need to createBefore you can generate formatted output in Crystal Reports, you need to create and save queries in PeopleSoft Query

Crystal report definitions do not contain actual data from your database, so each time you use Crystal Reports, PeopleSoft Query

t i th t t d tretrieves the most recent data

Pixel Perfect Reporting and Fonts are Ideal for Check Printing

Embedding URLs into Crystal

– Use Query with Hyperlinks Embedded

– Set Hyperlink in Crystal (Field Property)

Many delivered reports are in based on Crystal


Many delivered reports are in based on Crystal

XML Publisher

XML Publisher is a template-based publishing solution that integrates familiar desktop publishing word processing tools with existing data reporting

Available with 8.48 and newer releases of PTXML Publisher renamed BI Publisher with the

l f O l B i I t lli S it

reporting

release of Oracle Business Intelligence Suite Enterprise Edition 10g Release 3XML Publisher report formats can be designed using Microsoft Word or Adobe AcrobatAvailability:– Part of the BI Suite

– Stand alone

– Embedded in PeopleSoft and Oracle E-Business

Leverages PS/QueryLeverages Application EngineNo need to migrate from existing middleware


XML Publisher

Organizations often have

Historically Today

XML Publisher does not require aOrganizations often have numerous reports that have to be designed, developed, and then distributed to managers and employees that are located

XML Publisher does not require a significant ramp-up of knowledgeExamples of ideal uses of XML Publisher reports would include:

P h k d di t d it d iy

throughout large complex business organizations; often in many different physical locations Organizations have used legacy

– Paycheck and direct deposit advices

– 1099s

– ePerformance review forms

– Notification letters to employees, such as letters for training coursereporting tools and publishing

systems that are expensive and difficult to maintain These legacy reporting tools require specialized knowledge

as letters for training course confirmation

– Comprehensive employee benefit statements

– Replacement of Crystal-based reports require specialized knowledge and skill sets to develop reports that meet end user requirements

p y pwhere calculation formulas are required

– Applicant letters regarding closed positions they have applied for


Reporting for Every Level of Organization

To be effective and productive, users need their data where, when and how th t it

PS/Query

Data Marts

BalancedScore Card

they want it

Embedded

nVision

XML PUBLISHER

Delivered Inquiries,Reports

EmbeddedCharting

Export to Excel

XML PUBLISHER


XML Publisher

Additional Benefits

You must have more than one layout for any given data set—if the department needs a report to look different simply

With XML Publisher, you can add role based security that limits which reports each user can access and runneeds a report to look different, simply

create another layout rather than a whole new reportAt runtime, designed template files are merged with report data to create a

each user can access and run – This added security gives you the control you

need to address reporting needs of many different managers and users in a complex organization, without having to define many Query Tree definitionsmerged with report data to create a

variety of outputs to meet diverse business needs, including:– Customer-ready PDFs, such as financial

statements

Query Tree definitions

You can deliver your content via Fax, Printer, email, or you can publish the report to a company Intranet/Portal website

– HTML output for optimum online viewing

– Excel output to create spreadsheets

– Completed third-party PDF documents, such as a form

websiteReport Bursting


– Flat text files to use with EDI or EFT transmission

XML Publisher

Supported Data SourcesQuery users can build data sourceDelivered page to run query-based XMLP reportsE d t d t d l t ith t i l li f dPSQuery End-to-end report development without a single line of codeSystem generated XSD and sample XMLDifficult to pass header information

Provides developer with very dynamic data source

PSQuery

Easy to create multiple levelsCan be populated manuallyCan be populated from dynamic criteria

Rowset

Can be generated from a rowsetEnables transformation with XSLMost dynamic option

XMLDOCObject

Good for external sources of dataPeopleBooks recommends XML files for moderate to large reports

XML File


PeopleTools 8.5 Update: Rowset and XMLDoc have been disapproved as a data source. All existing reports using these data source type will continue to run, however you will not be able create a new Rowset or XMLDoc data source, use XML file instead.

XML Publisher Slide 26

Steps required to create a new XML Publisher report


XML Publisher Slide 27

Version Templates: It's very easy to change report layouts do a Save As and try it a new way

Tips for developing reports

Burst By: Use the bursting feature to generate separate reports by manager orreport layouts, do a Save As and try it a new way

Add a Button: XML Publisher reports run to the browser, so add a push button to launch report from main components

generate separate reports by manager or department or customer

Leverage Delivered App Classes: The application package PSXP_XMLGEN provides good tools and good examples, including a Rowset-to-XmlDoc method

XSD and Sample XML: For Rowset and XMLDoc data sources, use the App Class Tester plus the PSXP_XMLGEN package to generate XSD and sample XML

Heavy Lifting with XSL: Apply custom XSL stylesheets with built-in function TransformEx

Re-usable Sub-templates: This sub-reports feat re enables o to define common elements


feature enables you to define common elements once, then re-use them across templates

New Release HighlightsNew Release Highlights

Source: Oracle’s Published Release Notes

PeopleTools 8.5

Oracle is committed to protect and extend the value PeopleSoft

Key areas of investment include:– Extending the PeopleSoft service-enabled architecture– Improving the user experience– Lowering your total cost of ownership

Key areas and features of PeopleTools 8 50 are:Key areas and features of PeopleTools 8.50 are:– Related content– Improved integration technology– Greater end-user productivityp y– Supported platforms


XML Publisher

Descriptive Names

Enhancements:

Performance Enhancements

Deprecated Data Sources

Deprecated Schema Files

Connected Query Data

Enhancements

PDF Full Path Mapping

Alternate XML PreviewConnected Query Data Source

Global Properties Settings

Iterative Template Design

Support for Email


Descriptive Names

Issue: Every time you run a report it would output the exact same filename, thus overriding your existing file

The following variables are now supported:

Solution

%ASD% will insert the As-Of Date

%RID% will insert the Report ID

%BTV% will insert the burst field valuevalue

%field% where field is a the name of a field from the XML data that lies below the first repeating field

Example: If you have an EMPLIDExample: If you have an EMPLID field, use %EMPLID%, at runtime the value of that field will be used. All burst key candidates on the on the bursting page are eligible.


Global Properties Settings

A new page has been added to define Global Properties — Global Properties are shared by all reports and override the XDO engine default property valuesproperty values

The following property groups are available from the dropdown box:

Example Global Properties Pagep

PDF Output

FO Processing

HTML OutputHTML Output

PDF Security

PDF Template

RTF OutputRTF Output

RTF Template


Support for Email

Email has been added as an output option for XML Publisher reports


XML Publisher

Additional Highlights

Deprecated Data Source

Connected Query Data Source

Performance Enhancements

Iterative Template Design

Rowset and XMLDochave been deprecated as a data

Connected Query has been added as a data source

XML generation for query data source is now in C++ which

When defining the template in the report definition it is nodeprecated as a data

sourceAll existing reports using these data source type will continue to run

sourceThe data source must be created before you can use it in a report definition

now in C++ which provides better performance and less memory usageA new XMLDoc to XML API has been created

definition, it is no longer necessary to create a new effective-dated row when you change the template You can download andcontinue to run,

however you will be unable to create a new Rowset or XMLDoc data source, use XML file instead

XML sample data can be system generated for a Connected Query data source

API has been created, this API provides better performance and less memory usage This can be used to

You can download and upload (override) the same effective dated template file

This can be used to replace your XMLDocdata source with XML file


PeopleSoft Query

Enhancements

Query Access Service (QAS) has been enhanced

New connected queryNew connected query

Ability to develop in-tree criteria prompts

Ability to email application engine results

Drilling URL in PSQUERY

Downloading query results to XML file

Security Join Optimizer optionSecurity Join Optimizer option


PeopleSoft Query Access Services

Standard Web Services to run and create PS/Queries

Query Access Service (QAS) has been enhanced to take advantage ofto take advantage of PeopleSoft Integration Broker and service-oriented architecture

QAS_QRY_SERVICE is published as a web service providing third-party applications the ability to create and execute PeopleSoft queries


Connected Query

Connected Query provides the ability to create a single XML file based on a set of queries with parent-child relationships

A new folder for Connected Query has been added under Reporting Tools

A Connected Query is a hierarchical object built with existing PeopleSoft Queries

A parent query can nest “n” levels of child queries and

hild h “ ”any child query can have “m” sibling queries within a hierarchy

The output for connected query is always an XML filequery is always an XML file

Connected Query can be used as a data source for XML Publisher reports


Ability to Add an In-Tree Criteria Prompt

You can schedule queries that have In-Tree prompts using the Schedule Query component or using the Schedule links in the Query Manager and Query Viewer

You are able to add in-tree criteria prompts to your queries, and define tree q

option inExpression 2 type


Querying Results with Drilling URLs

When you access the Run page of a query that has a Drilling URL defined, its query results are shown as links

Clicking these result links either:

Runs the destination query withRuns the destination query with prompt key values if the source query has prompt criteria defined and prompt keys are mapped to source query result columns

Launches the component with the search key values if the source query has search keys defined and search keys are mapped to source query result columns

Redirects the external URL


Security Join Optimizer

If this query contains multiple joins to the same query security record, define whether it should be run optimized…

Select to enable this query to join once to the first security record

Clear to enable this query to join multiple times to the securitymultiple times to the security record


PeopleSoft Query

Abilit t E il A li ti E i R lt D l di lt t XML fil


Ability to Email Application Engine Results Downloading query results to XML file

You are able to add email as an output type for scheduled query (any Application Engine program) results

After you click the XML link, query result will be downloaded to browser as XMLP format and there are options that enable you to open, save, or cancel th d l d d filWith this option, you can schedule queries to run

and have the results emailed directly to recipients (not just a link to the Report Manager)

the downloaded file If you click the Open button, XML formatted query result is downloaded to browser You can also select the XML option as the format of your query results in the Schedule Query pageyour query results in the Schedule Query page when schedule to run a query


nVision

Enhancements

Accepting tree effective-date at the time of criteria definition

Supporting not-in criteria

Ability to define the types of report requests

Restoring query prompts to web version of nVision

Drilling down PS/nVision reports using b i ( Vi i D ill VSTO dd i )web services (nVisionDrill VSTO add-in)


Accepting Tree Effective-Date

These changes will affect only matrix layouts, as only in matrix layouts we have an option of selecting trees — Tabular layouts are not affected

The PeopleSoft nVision Filter Criteria dialog in nVision client is enhanced to include an As of Date field along

with the tree name

If this checkbox is selected, the As of Date for Trees specified in layout

definition is overridden at the time of Report Request


with the tree name Report Request

nVision

Supporting Not-in Criteria

Beside adding, modifying, and deleting the nodes from the criteria, the

PS/nVision Layout designer now includes a new feature called not-in,

which allows Layout designers to include fields for building negativeinclude fields for building negative

criteria; for example, selecting nodes for not-in clause part of the Query


nVision

Restoring Query Prompts to Web Version of nVision

The Define Report Request page of PS/nVision will include a new sub page called QueryPrompts, where you are able to add all the required parameters for queries in that given report These parameters are stored as records in a new table called Query Parameters; and these records are identified by the Query name, report ID, and Business Unit as a primary key


nVision


Ability to Define the Types of Report Requests PS/nVision Drilldown Using Web Services

nVision Designer recognizes the concept of public and private report requests

You are able to use the web service capability when drilling from summarized to detailed

Vi i t i th Vi i D ill VSTO ddCurrently, only the web-based version honors the public or private report requests security This enhancement enables the users of the Windows client of PS/nVision to:

Have the flexibility of making report request

nVision reports using the nVisionDrill VSTO add-inTo enable drilldown to use web services, these software items must be installed on the machine where drilldown is performed:

– Have the flexibility of making report request either public or private

– Define whether to share the report with other users

– Microsoft Excel 2007

– Visual Studio Tools for Microsoft Office SE Runtime (VSTO add-in)

– Microsoft Office 2007 Primary Interop assemblies.

– nVisionDrill add-in

DrillToPIA and nVisionDrill VSTO add-ins do not coexist, you can use only one add-in at a time


Crystal Reports

Enhancements

BusinessObjects Enterprise XI Release 3 1 upgradeRelease 3.1 upgrade

Crystal Reports 2008 upgrade

Crystal Reports design / ti texecution components

Crystal Reports 2008 compatibility issues


Crystal Reports

Crystal Report Engine is the

Design / Execution Components

Engine is the default Crystal Reports execution environment, which is available when you install or upgradeupgrade PeopleToolsYou first create

queries using the PS/Query Designer,

and then you design report

layouts in

BusinessObjects Enterprise XI is an optional Crystal Reports execution

ayoutsthe Crystal Reports 2008 sp1 Designer

application referencing the

fields defined in thequeries that you Reports execution

environment,which is available when you install or upgrade PeopleTools

queries that you created


Crystal Reports 2008 Compatibility Issues

When you upgrade to Crystal Reports 2008, consider the following new compatibility issues:

Crystal Reports 2008 can run a report that is saved in an earlier version of Crystal Reports format. However, if you save the report definition from the Crystal Report 2008 designer the report will bedefinition from the Crystal Report 2008 designer, the report will be saved in Crystal Reports 2008 format and cannot be opened by any version of Crystal Reports earlier than version 9

When you run reports using the PeopleSoft Process Scheduler in the PeopleSoft Pure Internet Architecture they are created in thethe PeopleSoft Pure Internet Architecture, they are created in the Crystal Reports 2008 .rpt format and you cannot open them using any version of Crystal Reports earlier than version 9

If you are upgrading from a previous version of PeopleTools, your pre PeopleTools 8 50 Crystal reports will need to be converted topre-PeopleTools 8.50 Crystal reports will need to be converted to the Crystal Reports 2008 format using the PeopleTools RPT Conversion utility pscvtrpt.exe


Crystal

BusinessObjects Enterprise XI Release 3.1 Crystal Reports and Crystal Report Print


j pUpgrade

y p y pEngine 2008 Upgrade

For Enterprise PeopleTools 8.50, BusinessObjects Enterprise XI Release 3.1 is supported

Upgrades the version of Crystal Report and Crystal Report Print Engine from version 9 to version 2008

If you had used BusinessObjects Enterprise in previous releases, you need to upgrade

Crystal 2008 is the latest version of Crystal Reports. The Crystal 9 is not supported starting with PeopleTools 8.50


www SpearMC comwww.SpearMC.com

Contact Information

Marcus Bode, [email protected]

Todd Kummer, Technical [email protected]

Millie Babicz, Functional [email protected]


Documents

Oracle Open World 2009 Which PeopppgleSoft Reporting …spearmc.com/.../02/SpearMCOracle2009_PSReporting.pdf · Oracle Open World 2009 Which PeopppgleSoft Reporting ... you can generate