WorkCenters, Nav Collections and Analytic Dashboards · 2019. 11. 6. · PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research PeopleSoft Hosting on Oracle Cloud Infrastructure PeopleSoft

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:


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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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


7

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


9

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)


10

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


11

WorkCenters: New Features

• Email capability for AP, GL, AR

• Use Trees for Scope/Filters

• Grid personalization


12

Demo: WorkCenter Setup and Configuration


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Demo: Navigation Collections

1. Navigation Collection Overview

2. Configuring Navigation Collections


14

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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Select Related Content link for

Supplier Actions


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Select Comparison View related content to

personalize dashboard views, share views and

update global metric parameters


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Select Analysis Mode to drill into

metrics for an individual Supplier


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Individual Supplier Analysis Mode


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Access personal saved views

Select Choose Metrics for

System Configured views or

select from ALL metrics


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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.


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.


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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Factor List Configuration:

• Enables Activation / Inactivation and Addition / Deletion of available Dashboard Views


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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)


29

Supplier 360: Q&A

Thank you!!!

WorkCenters, Nav Collections and Analytic Dashboards · 2019. 11. 6. · PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research PeopleSoft Hosting on Oracle Cloud Infrastructure PeopleSoft

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