People Soft Reporting Tools Presentation

PEOPLESOFT REPORTING TOOLS

15 Dec 2010SELVA GANESH KRISHNAN

Table of Contents

Introduction

Various Reporting Tools

Wrap up7

1

2

4

3

Crystal Reports

5

PS/Query

6 Questions & Answers

PS/nVision

INTRODUCTION

Introduction

1. Reports are the back-bone of any application.

2. PeopleSoft applications offer a wide range of query and reporting possibilities.

3. Includes the standard reports we deliver, as well as the reporting tools you can use to

customize reports or create new ones.

4. Our reporting capabilities enable you to access the data you need and present it in the

form that is most useful for those who depend on you for financial and management

information.

5. Our database contains a wealth of information that you’ve carefully entered, maintained,

and secured for the ultimate purpose of generating timely, meaningful, presentation-quality

reports.

Introduction (cont…)

6. In generating reports, you can choose to output the data to a file, a printer, or a window.

7. Queries allow you to extract information from the database and use it to analyze data,

identify errors, and create ad hoc reports.

8. Query results can be viewed online, sent to an Excel spreadsheet, or to Crystal Reports for

output or further manipulation.

9. You can get all the information you need, when you need it.

10. Tools are easy to use.

VARIOUS REPORTING TOOLS

Various Reporting Tools for PeopleSoft

• PS/Query• Crystal Report• PS/nVision• SQR

PS/Query PeopleSoft Query is an end user reporting tool.

PeopleSoft Query can extract the precise information that you are looking for by using visual representations of your PS database, without writing Structured Query Language (SQL) statements.

Queries that you write can be as simple or as complex as necessary; they can be one-time queries or queries that you use repeatedly.

PeopleSoft Query, you can request exact information from the database, so your ability to view and report on data becomes unlimited.

PeopleSoft Query enables you to generate custom reports, create presentations, track data, and run ad-hoc queries.

PS Queries can be used to analyze data, identify errors and create ad-hoc reports. PS Query results can be viewed several ways:

on-line. exported to an MS Excel spreadsheet. sent to Crystal Reports for inclusion in a report.

PS/Query (cont…)

Navigation:-

Business Process:-

PS/Query can use in the following ways:

1. To display data in a grid (on the Run tab).

2. To run queries as a separate process.

3. To schedule a query.

4. To download query results to an Excel spreadsheet.

5. To serve as a data source for Crystal Reports.

6. To create a data source for PeopleSoft nVision reports.

Crystal Reports is a reporting tool from Business Objects that works with the PeopleSoft system.

As a report formatter, Crystal Reports helps you generate custom reports containing information from your PeopleSoft database.

Operating with PeopleSoft Query, Crystal Reports offers advanced features to create sophisticated reports from standard queries.

Crystal reports offers the formatting features of most word processing applications as well as advanced reporting features such as sorting, grouping, and summary operations.

Creating Crystal reports involves two major steps:- Queries are created in PeopleSoft, then report templates are created

in Crystal. These report templates serve as shells that are populated with data

when you link a query to the report.

Crystal Reports

It’s a 3rd party reporting tool bundled with PeopleSoft. Crystal is used with PS Query to develop custom hard-copy

reports for distribution to users. Can be formatted and highly customized. PS Query is used to extract specific subsets of data from your

database. We can then use Crystal Reports to format that data and

present the information in an easy-to-understand layout.

Crystal Reports (cont…)

1. Select Start, Programs, Crystal Reports 9 to display the Crystal Reports.

2. Select the Using the Report Wizard option

3. Click the OK button to select the Standard Wizard

4. Click the + sign to the left of the Create New Connection

5. Click the + sign to the left of the ODBC (RDO) folder

6. Select PeopleSoft PeopleTools as the DSN

7. Click Finish. The PeopleSoft Signon screen appears

8. Enter the database name, user ID, and password, and click OK

Creating Reports in Crystal Reports 9

Launching Crystal Reports With PeopleSoft Query

Default Crystal reports are generated in the following ways:

* When you create a default Crystal report from PeopleSoft Query, Query creates a report using the file name (ACTQRY).RPT

* Query uses the selected column list to define the content of the default Crystal report.

* When you create a default report from a new or unnamed query object, PeopleSoft Query uses the in-memory selected column list to generate the default Crystal report.

* When you create a default Crystal report from a named query object, the saved representation of the selected column list is used to generate the default Crystal report.

To run a query with Crystal Reports output:

1. Launch Application Designer, and then select Go, Query.

2. Select File, Open or click the Open Query button to display the Open

Query dialog box.

3. Click the down arrow to the right of the Name box to display a list of

existing queries.

4. Highlight the name of the query that you want to base the report on

and click OK.

5. Click the Run Query button to run the query.

6. Click the Run to Crystal Report button to run the query to Crystal

Reports.

7. Use Crystal Reports to format your data, add a report title, modify

column headings, and so on.

PS/nVision• Reporting tool provided by PeopleSoft.• PS/nVision interacts with and uses MS Excel.• Accessed through PeopleSoft menu options.• Allows development of reports with superior drilldown

capability.• PS/nVision enables you to work inside Microsoft Excel

spreadsheets to generate custom printed reports containing information from your PeopleSoft database.

• PS/nVision combines the mathematical and formatting features of Excel with advanced reporting features such as scope, variables, and labels.

• PS/nVision retrieves information from your PeopleSoft database and places it into a Microsoft Excel spreadsheet

PS/nVision (cont…)• PS/nVision retrieves information from your PeopleSoft database

and places it into a Microsoft Excel spreadsheet, in a form that helps you see the big picture, explore details, and make decisions.

• You use familiar Excel commands to format and analyze the data.• With PS/nVision, you spend your time analyzing results rather than

summarizing data and entering it into a spreadsheet. • PS/nVision selects data from your PeopleSoft database using

ledgers, trees, and queries. • Queries are useful for extracting data from sources other than

ledgers, so you should be familiar with PeopleSoft Query concepts, especially query result sets, before working with PS/nVision.

• PeopleSoft delivers a number of PS/nVision layouts that you can use to run PS/nVision reports, chances are that you want to create your own report layouts and set up PS/nVision to suit your particular needs.

Creating a PS/nVision report is a three-step process:

1. Define a report layout that specifies the ledgers, criteria, or queries to use for the report and how to format the report.

2. Create a report request, specifying the layout and runtime options for the report.

3. Run the report request, using the nVision menu in Microsoft Excel, the Run button on the request dialog box, or a button/macro that calls PS/nVision to run the report.

Types of PS/nVision Layouts:

Tabular Layouts

Matrix Layouts

Types of PS/nVision Layouts: (cont…)

Tabular Layouts are simpler than matrix layouts.

They use a query defined in PeopleSoft Query to retrieve data.

The columns in the report correspond to the fields returned by the query.

The rows in the report correspond to the rows in the query result set.

You can specify a heading row, a first result row, and a totals row

You can also use scopes in a tabular layout to filter your results.

Types of PS/nVision Layouts: (cont…)

Matrix Layouts have data selection criteria based on the intersection of columns and rows in the spreadsheet, creating a criteria matrix.

The data retrieved for an individual cell is determined by a combination of the criteria for its column and its row.

Unless you are specifying a query in the matrix layout, all matrix layouts must have at least one TimeSpan, at least one ledger, and at least one ChartField as criteria.

Criteria Types

There are six types of matrix-layout criteria:

Query criteria

Ledger criteria

Label criteria

Filter criteria

Variable criteria

String criteria

“PeopleTools provides several reporting

tools…”When would I use

PS/Query vs.

Crystal Reports vs.

PS/nVision vs.

SQR

Questions ?

Thank You !