Understanding PeopleSoft Pivot Grid

This chapter discusses:

Click to jump to parent topicPivot Grid Terms

This section defines terminology that is specific to Pivot Grid.

Axis and Values

Axis and Values are at the core of analytical and operational reporting.

  • Axis members are those attributes that qualify Values. They give structure to Values and they allow different views of the Values.

  • Values are the metric that business users use to make business decisions. Generally, Values are numbers except when the aggregate function COUNT is used.

For example, in an expense report scenario, incurred expenses is the Value; whereas attributes such as Employee, Department, Business Unit, and Expense Type, the expense qualifiers, form the Axis members.

In a scenario showing Product Sales, Actual Sales, Number of Units Sold, and Cost of Each Unit, these items could be Values; whereas attributes such as Region, Product Name, and Date Range for the sales, the Value qualifiers, would form the Axis members.

In an organization chart, the Count of Employees could be a Value, and the axis members could be Departments, Job Codes, Pay Grade, and so on.

Report filter

Report filter determines the range of values that appears in the Pivot Grid and the chart. In SQL terms, report filter is similar to a WHERE clause that limits the data returned. In PeopleSoft Pivot Grid, report filter presents a slice of data to the user in both the chart and the Pivot Grid.

If the PSQuery data source uses prompt values, they are automatically added as filters. Users can customize query prompt values when viewing the pivot grid. When you create a Pivot Grid model, you can select additional columns to use as filters.

Aggregate functions

Aggregate functions include SUM, MIN, MAX, AVG, and COUNT.

Pivot Grid

A Pure Internet Architecture component that provides a multidimensional presentation of data.

Pivot

A change of the dimensional orientation of a report inside Pivot Grid.

Overlay

Two charts with the same X axis but different Y axes that are plotted and then one is superimposed over the other.

Click to jump to parent topicHigh-Level Overview and Flow Diagram for PeopleSoft Pivot Grid

PeopleSoft Pivot Grid provides the overall functionality of storing Pivot Grid metadata, generating queries at runtime, and rendering display for the pivot grid and chart. Pivot Grid uses PSQuery as the data source, with Pivot Grid grids and PeopleSoft charts as the visualization options. Pivot Grid can pivot and filter data, which enables business analysts to have different views of the same data. PeopleSoft charts provide different visual representation of the same data. If users select the display option Grid and Chart, the data in the chart is always a subset of the data in the grid, and the synchronization between the grid and the chart is unidirectional only. Users' actions on the grid change the chart visualization as well.

This section displays the high-level flow diagram for PeopleSoft Pivot Grid:

High-level flow diagram for PeopleSoft Pivot Grid

When using Pivot Grid, note that:

Click to jump to parent topicPivot Grid Components

This section provides an overview of Pivot Grid components and discusses:

Pivot Grid Components Overview

Pivot Grid has these main components:

Pivot Grid Data Source Engine Component

The Pivot Grid Data Source Engine component is responsible for runtime PSQuery manipulation to retrieve the data required for a grid and chart. Any events in the grid and chart will result in a PSQuery modification and its being rerun, which are handled by the data source engine. The Pivot Grid Data Source Engine component enables you to:

Pivot Grid User Interface Component

The Pivot Grid User Interface component enables you to create new Pivot Grid models and to update existing Pivot Grid models. This component is a step-by-step wizard with user-friendly mechanism for creating and updating Pivot Grid models. The last step of the wizard enables you to preview the models that you created.

You can define two parts of a Pivot Grid model using the Pivot Grid User Interface component:

Grid-display Component

The Pivot Grid Grid-display component is based on the existing PeopleSoft analytic grid. This component enables users to leverage the different functionality of the analytic grid, like multi-level display and the drag-and-drop operation. However, unlike the analytic grid, the grid in a Pivot Grid does not require the analytic server to run; it can function as a standalone Pure Internet Architecture component. As with the analytic grid, the grid in a Pivot Grid has three axes—row, column, and filter. You can place the axis and value members on any of these axes to provide different views of the same data.

The Grid-display component provides the following functionality:

This diagram shows the process flow of the Grid-display component:

Process flow of the Grid-display component

Chart-display Component

The Pivot Grid Chart-display component also uses the Pivot Grid Data Source Engine component to retrieve PSQuery data. It provides the following functionality:

This diagram shows the processes of the Pivot Grid Chart-display component:

Process flow of the Chart-display component

Click to jump to parent topicPivot Grid Security

Various layers of security are available for users who access Pivot Grid:

This section discusses:

Pivot Grid Administrator Role

Users with the role PivotGridAdmin are granted access to:

Pivot Grid Super User Role

Users with the role PivotGridSuperUser are granted access to:

Pivot Grid End User Role

Users with the role Pivot Grid end user are granted access to:

Click to jump to parent topicLimitations of PeopleSoft Chart and PeopleSoft Pivot Grid

This section discusses:

PeopleSoft Chart Limitations

PeopleSoft Chart has these limitations:

PeopleSoft Pivot Grid Limitations

PeopleSoft Pivot Grid has these limitations: