Pivot Grids - Quest International Users Group

eProcurement– Building Pivot Grids to Measure Your Top Suppliers Performance
Session ID: 103160
Prepared by:
Tina Travis
Ataway Global Director
About Ataway|
About Ataway
15
OFFICES
12
NEW YORK I INDIANAPOLIS I SANTIAGO I BUENOS AIRES I SAO PAULO I LONDON I PARIS I J AKARTA I SINGAPORE I HONG KONG I BEIJING I SHANGHAI I SEOUL I TOKYO I MEXICO CITY
COUNTRIES
EMPLOYEE HEADCOUNT
35
COUNTRIES WE HAVE DELIVERED SERVICES IN
WHO WE SERVE
3
SERVICE CENTERS
Ataway serves large multinational and midsize organizations
2012
2014
2015
290
390
440
GLOBAL EXPERTISE
MULTILINGUAL CONSULTANTS GLOBAL LOCATIONS
About Ataway
WHO WE ARE
Founded in 2000, Ataway is a global consulting
company specializing in back office processes
(Finance, HR, Payroll, Procurement & Supply
Chain) and Customer Experience as well as
Higher Education with Campus Solutions.
Ataway is covering the full cycle from process
redesign, implementation, global deployment,
core systems design, upgrade, rollout, support,
training, maintenance and more.
London
Zürich
Paris
Madrid
Indianapolis
New'York
San'Francisco
Beijing
Shanghai
Miami
Seoul
Tokyo
Hong'Kong
Mexico'City
Singapore
We are a dynamic and agile firm, focused on
delivering quality to our customers wherever
they are with our highly skilled and global
teams located in 15 business hubs of the
world. Our team of more than 440 consultants
have been involved in projects in 35+
countries.
Jakarta
Sao'Paulo
Santiago
Buenos'Aires
Consulting'Offices
Service'Centers
Planned'Offices
We see our customers as our long-­term partners. We lead projects to
success by delivering on time, within budget and with outstanding quality.
Not only do we listen to our customers, but we also understand them,
adapting to their needs and keeping them informed of the project’s
progress.
WHAT MAKES
US UNIQUE
PEOPLE THAT KNOW YOUR BUSINESS & SUPPORT YOUR CORPORATE VISION.
The combination of our strong expertise, start-­up mentality and global presence makes us unique in our industry–
resulting in many quality project deliveries and our current robust growth.
Services | Expertise
SERVICES WE OFFER.
PRODUCTS WE SPECIALIZE IN.
Ataway sets up services that cover the full scope of consulting,
Ataway is following the evolution of the Enterprise Application
outsourcing and technological needs of back office organization
eco system, creating new practices (Cloud ERP, Cloud HCM,
(HR, Payroll, Finance, SCM). Ataway local consulting teams and
Kronos, etc.) through training and acquisition of expertise in
Ataway services centers are working jointly to provide the
relevant markets, but also maintaining and growing talents in its
expertise as well as the infrastructure to offer these services at
core applications (such as PeopleSoft, E-­Business, BPM/SOA,
the best cost and quality level.
SAP, etc.)
Services | Expertise
Ataway 360° Framework
Defining Processes
Executive S trategy
Compliance
Project Management
Business P rocess Management
Ataway 360o
Framework
Enterprise A pplication Consulting
Enterprise A pplication Development
Testing S ervices
Empowering
People
Building
Systems
SOA Implementation
Cloud
Enterprise A pplication Maintenance
Enterprise A pplication S upport S ervices
Training
Change Management
Business P rocess Outsourcing
Process Diagnostic Quality Improvement (PDQI)
ATAWAY PROVIDES AN END-­TO-­END 360°
FRAMEWORK ACROSS VARIOUS SETS OF ON PREMISE AND ON-­CLOUD ENTERPRISE SOLUTIONS. Global Services | Coverage
Buenos Aires
+
Shanghai
+
Eastern Europe
(Coming Soon)
Europe
Shanghai
=
Global Support Services
FINANCIALS
HCM & PAYROLL
CAMPUS SOLUTION
SUPPLY CHAIN PROCUREMENT
CRM
Buenos Aires
MULTILANGUAGE
24 x 7 x 365 COVERAGE
Why Ataway| Expertise & Global
A
taway is a Global Service provider with
consultants capable of intervening and
delivering PeopleSoft projects for its customers
around the world, including geographies where
Ataway does not have offices (e.g. Italy, or the
wider APAC).
Over the past 2 years, Ataway has been
investing heavily, not only in its PeopleSoft
practices, but also in Campus Solutions, SOA
and BPM capabilities.
Ataway consultants have a strong ERP
knowledge base, are fluent in English with global
rollout project experience and have the know-­
how of working with an international team.
Ataway has the expertise in different localizations
to meet statutory requirements from national/
regional standards or regulations.
Oracle Platinum Partner Specializations
Why Ataway| •
Ataway is a global Oracle Platinum Partner, since 2000, specialized in back
office processes and associated systems (Finance, HR, Supply
Chain, Procurement and Payroll) as well as Campus Solutions and CRM
applications.
•
Ataway has helped major global corporations to maximize and extend the
value of their Oracle systems by leveraging our global presence, product
expertise and multilingual consultants.
•
A combination of Onshore, Nearshore and Offshore Services (Shanghai and
Buenos Aires) will reduce your project cost and provide you with scalability.
•
Ataway consultants are used to working in global, challenging projects. Our
bilingual consultants are used to bridging gaps between countries and
cultures.
•
Ataway consultants are proficient in translating industry, local, statutory
and client requirements into a solution with limited customization.
•
Ataway’s worldwide locations facilitate not only the delivery of Global
Implementation projects, but also the provision of Global Support Services.
SPECIALIZED
EXPERTISE.
GLOBAL
EXPERIENCE.
Agenda| • Overview: PeopleSoft Pivot Grid Defined
• How They Work
• What Can They Do • What Can They Not Do • Pivot Grid Pagelet • Who are Pivot Grids Geared Towards
• Applying Pivot Grids to your eProcurement Operations
• Pivot Grids Tips and Techniques
Overview| Pivot Grid • Data summarization tool • Can automatically do the following and more for data stored in one table
• Sort
• Count
• Total
• Average
• Simplified form of OLAP
Overview| Pivot Grid • Visually displays data in a dashboard
• Pivoting and filtering options
• Leaves data open for interpretation
• Can be a displayed in a Grid, Chart or both
• Based on PS Query
• Simple and quick to create
Pivot Grids in Action
• Need to track performance for suppliers utilized in eProcurement
Building a Pivot Grid
• Build a PS Query
• Build a Pivot Grid • Setup up Pivot Grid viewing options:
• Pivot Grid Viewer
• Pagelet
Step 1| Build a Query
Step 2| Build the Pivot Grid
Step 2| Build the Pivot Grid
Step 2| Build the Pivot Grid
Step 2| Build the Pivot Grid
Step 2| Build the Pivot Grid
Step 3| Pivot Grid Pagelet
Step 4| Homepage Pagelet
Step 5| Pivot Grid Viewer
Restrictions & Considerations
• Make sure the query is not too complicated
• Prompt values will be filters
• Pivot Grids do not support queries with unions
• Your query cannot have expressions as fields
• Views are an option
• Caching issues
• Grid displays all options, no scroll bar
• Column axis restricted to 4 levels
• Restrictions on number of filters
Other Considerations
• Decide if a field should be a filter or a drilldown option
• Do you need to compare?
• If using Grid – drilldown from Grid
• If using Chart only– drilldown from Chart
• Include fields that are not originally on the Chart, so users can drilldown into those levels
Drill Down| Chart vs. Grid
Viewing Details from Charts
Options Menu| Options and More
• Prompts: enables user to change grid search values
• View Grid: enables user to view data in Pivot Grid
• Export Data: enables user to export the data to a Microsoft Excel spreadsheet
• Chart Options: displays the user Charting Options window
• Save
Options Menu| Options and More
Pivot Grid Administration
• Delete Models
• Delete Personalization
• Generate Scripts
• Copy Model
Pivot Grid Administration
Pivot Grid Administration
PG Example 1| Top Suppliers by Volume
• Need to track awarding per week
• Make packaging decisions based on these statistics
Security
• Layer 1: Query security
• Layer 2: Pivot Grid model type security– private vs. public.
• Layer 3: Pivot Grid roles • Administrator
• Super-­user
• End-­user
Pivot Grids| Target Audience
• Decision makers
• People who love to slice and dice data many ways
• People who constantly monitor/track events/data
• The “I’ll interpret it my way” people Pivot Grids| Tips & Techniques
•
Create a Custom View (with Application Designer) to have a field that needs calculation in PS Query to be a Data Source to your Pivot Grid
•
Make sure appropriate Security is granted to users
•
Make sure Related Content is enabled to use Detailed View and Drill Down features (PeopleTools
> Web Profile > Configure Web Profile > General – “Authentication Domain” field
•
You can Copy a Pivot Grid Model to create a new one (Pivot Grid Administration > Copy Model)
•
You can copy Pivot Grids between PeopleSoft environments (Pivot Grid Administration > Generate Scripts)
•
Be careful not to accidentally override an existing configuration in Pivot Grid Wizard – it asks if you want to save every time
Q | A
Where to Get Good Info|
Resources
•
Pivot Grids PeopleBook here.
•
Alliance session 31030 -­ Evolution of Reporting Tools, Pivot Grid & XMLP in PeopleSoft
•
Many good documents on My Oracle Support, here are some examples:
•
E-­PG: How To Specify Pivot Grid Data Model Options?(1401740.1)
•
Information Center: Overview for PeopleSoft Pivot Grid 8.52x(1403920.2)
•
E-­PG: Pivot Grid Wizard Is Showing "Invalid Value" In T he Data Source F ield.(1395230.1)
•
E-­PG: How To Configure Pivot Grid Security And Roles?(1400140.1)
•
E-­PG: PeopleTools 8.52 -­ What Is A Pivot Grid?(1400694.1)
•
E-­PG: What Is T he Pivot Grid Viewer And How Is It Used?(1402794.1)
•
E-­PG: How To Create A Pivot Grid Pagelet?(1401818.1)
•
E-­PG: Are There Any Limitations On Pivot Grids And Charts?(1401731.1)
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Session ID: 103160