Specifying Data Model Options

Define Pivot Grid view options for the grid and the chart.

Available options are:

• Pivot Grid Only

• Chart Only

• Pivot Grid and Chart

Select the initial grid and chart layout. Note that:

• Both grid and chart axes must be selected, irrespective of the display option selected. Both grid and chart have the same filters. All the Value type columns lie on one axis in the pivot grid.

• For the chart, Axis type members can be selected as X axis and Series, whereas the Value type members can be selected as Y axis and overlay.

• You can select only one X-axis or one overlay member.

You can set multiple columns as Y axes, and these Y axes will be plotted as series on the charts. This feature has these limitations:

• Multiple Y axes are solely available for the Chart-only models. The X axis and series of the Pivot Grid and Chart models are determined by the dynamic grid layout. Note that it is not possible to have multiple Y axes because multiple Y axes and chart series behave in the same way. At any given point, only one Y axis and series can be plotted on the chart. If multiple Y axes are set for a Pivot Grid and Chart model, only the first Y axis is plotted on the chart.

• If two or more Y axes are selected on the chart, all Series values will not be applied because both X axis Series and multiple Y axes cannot be plotted simultaneously on the chart.

• A maximum of 10 Y axes can be simultaneously plotted on a chart.

• As with Series, the colors of multiple Y axes are determined by the default colors set in the PeopleSoft Charting stylesheet, and these default colors are not editable in Pivot Grid.

• Selecting multiple Y axes will not automatically alter the title of the Y axis. You can change the title manually. Also, to distinguish among the different Y axes being plotted, Oracle PeopleSoft recommends that you set legends (using the Legend dropdown list in the Chart Options section) for each Y axis when you have multiple Y axes.

The Display As column is available only for number (facts) fields.

Select either the Percentage or the Percentage Grand Total option to display the number (fact) values in the grid and chart.

Select display as Percentage if you want to show the data point in percentage. Select display as Percentage Grand Total if you want to show the calculated percentage of the data point on the grand total of the field.

This option is available for the columns that are set to Y axis.

Select an option to set the corresponding Y axis column as a dual Y axis on the Pivot Grid charts; this means that the system will display a second Y axis on the chart. The values for the second Y axis will be plotted like a series on the chart.

Note that:

• Only one column can be set and plotted as the dual Y axis on the chart.

• If a dual Y axis is selected to be plotted on the chart, other Series and axis values cannot be plotted on the chart.

• You can select multiple Y axes for a chart, and you can mark one of the selected Y axes (that belongs to the multiple Y axes) as dual Y axis for the chart.

• Dual Y axis is solely available for the Chart-only models. The X axis and Series of the Pivot Grid and Chart models are determined by the dynamic grid layout, so it is not necessary to have the dual Y axes as Series on the chart. If dual Y axes are set for a Pivot Grid and Chart model, only the first Y axis is plotted on the chart.

• The title of the dual Y axis is populated based on the name of the axis column.

Click to access the Configure Thresholds page, where you can configure the basic threshold settings for the grids and the charts.

All threshold settings are applied for both classic and fluid views. For detailed description see, Configuring Thresholds.

Click to advance the wizard to the next page.

Select to allow viewers to collapse the data area.

Select to have the initial view expanded.

Select if you do not want users to have the ability to drag and drop filters, rows, and column axes.

Enter a title for your chart. By default, the Pivot Grid model name is used.

All PeopleSoft chart types are available, including:

• 2D Bar Chart

• 2D Histogram Chart

• 2D Horizontal Bar Chart

• 2D Horizontal Percent Chart

• 2D Line Chart

• 2D Percent Bar Chart

• 2D Pie Chart

• 2D Stacked Bar Chart

• 2D Stacked Horizontal Bar

Enter a label for the X axis. By default, the field name for the X axis is used.

Enter a label for the Y axis. By default, the field name for the Y axis is used.

Define display options for the chart, including chart legend, and height and width of the chart.

Select a legend for the chart. The available options are Bottom, Left, None, Right, and Left.

By default, the None option is selected.

Enter the number of decimal places in the Y-axis values. For example, when the Y-Axis Precision has a value of 2, the Y-axis in the chart has two decimal values.

Select to view the 2D or 3D charts with exploded sectors.

Select to display the Pivot Grid view for the chart view on a modal window. The modal window also includes the facet pane on the left. You can select to slice and dice the data in the grid by dragging the facets from the left pane to the columns and rows of the grid.

In addition, you can change prompts and facet values to analyze the data. When you click the Apply button in the top right of the modal, the chart is refreshed based on the current layout of the grid. Otherwise, when you click the Cancel button in the top left of the modal, it is closed and the chart layout is not changed.

Select to export the underlying PSQuery data to Microsoft Excel.

Select to export the filtered PSQuery data to Microsoft Excel.

Select to open the User Charting Options dialog box, where you can change the chart layout, chart axis, and filters. This option is available only when the chart is visible. SeeUsing the User Charting Options.

Select to show the option Hide Chart on a Pivot grid and Chart model.

Select to display the Update Filters dialog box, which enables you to add or remove filters for a model. The dimensions, that are configured with blank values for the Chart Axis column in Step 4: Specify Data Model Options page of the Pivot Grid Wizard, will be available to add as additional filters in addition to the default filter dimensions. See Specifying Data Model Options

Select to provide the user options to change chart display visual.

Select to authorize users to personalize threshold configurations.

Select to allow users to configure Personalized Analytic Notification. See Understanding Personalized Analytics Notification. Users will be able to personalize Threshold Criteria and Alert Type from Threshold Personalization dialog box. See Personalizing Thresholds.

If the option is not selected, then options to personalize a threshold are available to the users or roles in the default notification list in Configure Threshold dialog box. See Configuring Thresholds.

Enable Threshold Options to enable Allow User Addition.

Displays the help icon on the pivot grid model.

Select to reset the pivot grid model to its original display.

Select to save the current model layout as a default view of the current model. The model layout, filter values, and PSQuery prompt values are also saved as preferences.

Select to open the Save As dialog box, which enables you to copy the current Pivot Grid model and save it as a different one.

Select to add the pivot grid model with personalizations to a homepage. You are prompted to select the homepage when you select the option.

Configure message text using the PeopleSoft preconfigured Message Set Number and Message Number. The message description shows when you roll over the Help button.