Creating a Dashboard of Data at Questar using …...Creating a Dashboard of Data at Questar using...

Creating a Dashboard

of Data at Questar

using

PeopleSoft/Oracle

Tools

Questar

Questar

Questar About 1700 Employee’s

Business in 7 States (Utah, Wyoming, North

Dakota, Arizona, Colorado, New Mexico and

California)

2012 Net Income $212 million

Stress the Environment, Safety &

Community Service.

Query

Drilling Query

Component URL

Navigation Collection

Pagelet

Query

QC_EMPLOYEE_COUNT_BY_COMPANY

BASICLIFE_AGE65

OVER_AGE_24_DEP

Query

QC_EMPLOYEE_COUNT_BY_COMPANY

Query QC_EMPLOYEE_COUNT_BY_COMPANY

Notice the Emplid is used as an

aggregate field where it is

calculating a total count.

Query

QC_EMPLOYEE_COUNT_BY_COMPANY

Query QC_EMPLOYEE_COUNT_BY_COMPANY

This is a Union that I am

only bringing in the

EMPLOYEES table.

The Expression is then

used as the second

field.

Query QC_EMPLOYEE_COUNT_BY_COMPANY

Query QC_EMPLOYEE_COUNT_BY_COMPANY

The last line “Corporate Totals” is

the result of the union.

Drilling Query

QC_EMPLOYEE_COUNT_BY_COMPANY

Drilling Query QC_EMPLOYEE_COUNT_BY_COMPANY

Field where

drilling query

can kick off

from.

Drilling Query QC_EMPLOYEE_COUNT_BY_COMPANY

Fred Flintstone

Homer Simpson

George Jetson

Popeye

Bart Simpson

Mickey Mouse

Bugs Bunny

Charlie Brown

Wile E. Coyote

Daffy Duck

Mr. Magoo

Yogi Bear

Run a monthly Query called BASICLIFE_AGE65. It will prompt for a date (1/1/1949).

Save the file to Excel.

Add comments to the excel file to show new employees turning 65 this year and the

month they will turn 65.

Compare previous month spreadsheet with current month to see if there are any

changes to salary.

Get the employees annual salary from the Workforce Job Summary screen and

multiply it by .6667. Round the results up to the nearest thousands. Go to the Job data

screen and add a row with a new Annual Benefits Base Rate amount.

Go to the Benefits Program participation screen and enter the Annual Base Benefits

Rate amount there also.

Go to the Basic Life Insurance screen and add a new row showing the new coverage

begin date and the new flat amount.

QUERY – BASICLIFE_AGE65

Run a monthly Query called BASICLIFE_AGE65. It will prompt for a date (1/1/1949).

Save the file to Excel.

Add comments to the excel file to show new employees turning 65 this year and the

month they will turn 65.

QUERY – BASICLIFE_AGE65

Compare previous month spreadsheet with current month to see if there are any

changes to salary.

QUERY – BASICLIFE_AGE65

Get the employees annual salary from the Workforce Job Summary screen and

multiply it by .6667. Round the results up to the nearest thousands. Go to the Job

data screen and add a row with a new Annual Benefits Base Rate amount.

QUERY – BASICLIFE_AGE65

Go to the Job data screen and add a row with a new Annual Benefits Base Rate

amount.

Go to the Benefits Program participation screen and enter the Annual Base Benefits

Rate amount there also.

Go to the Basic Life Insurance screen and add a new row showing the new coverage

begin date and the new flat amount.

QUERY – BASICLIFE_AGE65

Fred Flintstone Fred Flintstone 00000

00000

Fred Flintstone

Barney Rubble

00000

99999

Go to the Job data screen and add a row with a new Annual Benefits Base Rate

amount.

Go to the Benefits Program participation screen and enter the Annual Base Benefits

Rate amount there also.

Go to the Basic Life Insurance screen and add a new row showing the new coverage

begin date and the new flat amount.

QUERY – BASICLIFE_AGE65

Action field

will identify

any record

that needs

to be

changed.

Fred Flintstone

Barney Rubble

00000

99999

Run a monthly Query called OVER_AGE_24_DEP. It will prompt for a from and to

date. (7/1/1988-7/31/1988).

Save the file to Excel.

Sort by company, then by name.

Delete duplicates within the Excel spreadsheet

Go to the “Life and AD/D Benefits” screen. Look up the plan type 25 for each of the

dependents. If the dependent exists insert a row with an effective date of the 1st of the

month following their 24th birthday that will waive coverage for them.

QUERY – OVER_AGE_24_DEP

Run a monthly Query called OVER_AGE_24_DEP. It will prompt for a from and to

date. (7/1/1988-7/31/1988).

QUERY – OVER_AGE_24_DEP

Save the file to Excel.

Sort by company, then by name.

Delete duplicates within the Excel spreadsheet

QUERY – OVER_AGE_24_DEP

Go to the “Life and AD/D Benefits” screen. Look up the plan type 25 for each of the

dependents. If the dependent exists insert a row with an effective date of the 1st of the

month following their 24th birthday that will waive coverage for them.

QUERY – OVER_AGE_24_DEP

Fred Flintstone

Fred Flintstone

Barney Rubble

Clicking on the hot link will take you to the Life and

AD/D Benefits page.

Bam Bam

Pebbles

Wilma Flintstone

00000

99999

NAVIGATION COLLECTIONS

Instead of navigating from the Main Menu

you can create direct links.

NAVIGATION COLLECTIONS Path

Grouping of pages

into folders that a

Benefits User

would need.

NAVIGATION COLLECTIONS

Within the folder

will be specific

links to pages.

NAVIGATION COLLECTIONS

Each page will

be linked to

where it is

within the

Portals

structure and

content.

NAVIGATION COLLECTIONS

Navigation Collections

take advantage of the

structure and content

that is within

PeopleTools.

Path

NAVIGATION COLLECTIONS

Pagelets

Employee Count by Company

PAGELET

Employee Count by Company – Full Query Results

PAGELET

Drill Down

Query Fred Flintstone

Popeye

Bugs Bunny

George Jetson

Homer Simpson

Mickey Mouse

Bart Simpson

Charlie Brown

Wile E. Coyote

Daffy Duck

Mr. Magoo

Yogi Bear

Pagelet Wizard Six Step Process

PAGELET

Give the

Pagelet a

Name and

Title

Pagelet Wizard Six Step Process

PAGELET

Identify the

data type as a

PS Query.

You also

identify the

output fields.

Pagelet Wizard Six Step Process

PAGELET

Specify the

max rows

used.

Pagelet Wizard Six Step Process

PAGELET

You can pick

between

table, List,

chart or

Custom. I

generally

select the

chart.

Pagelet Wizard Six Step Process

PAGELET

There is a

good selection

of chart types.

This is where

you specify

which field is

on the X axis

and Y axis

Pagelet Wizard Six Step Process

PAGELET

You can specify the

folder. I have always

used PeopleSoft

application.

Pagelet security type

can be public access

or you can link

security to permission

lists.

PAGELET

PAGELET

PAGELET

Pagelet Examples

PAGELET

With an aging

workforce this graph

shows employee

count within a ten

year age range.

Clicking on the “Full

Query Results” will

show actual numbers.

Pagelet Examples

PAGELET

Count of employees

within years of service.

Intervals equal 5 years.

Pagelet Examples

PAGELET

Specific to each

employee showing their

PTO available, sold,

used, monthly accrual

and the maximum they

can accrue.

Pagelet Examples

PAGELET

Tracks the reason

employees have

terminated over the

past year.

Pagelet Examples

PAGELET

Shows the departments

that had the highest

turnover during the

past year.

Pagelet Examples

PAGELET

Within a three year

range tracks average

age and number of

retiree’s.

Pagelet Examples

PAGELET

Tracks number of

employee’s eligible for

retirement by company.

Red eligible now.

Yellow eligible 1-5 years.

Blue eligible 6-10 years.

Orange eligible 11 or more.

Pagelet Examples

PAGELET

Tracks states where our

employees work.

Questions?

Comments?