Viewing Quick Analytics Headcount Pivot Grids

Pivot Grid functionality provides grid and chart visualization with the ability to filter data by any dimension and drill down on facts to the individual detail level. Pivot grids use PS Queries as the basis to gather data and then transform the results into easy to use pivot tables or charts.

PeopleSoft HCM delivers headcount pivot grids to enable your organization to take a proactive approach to planning, analyzing, and anticipating workforce needs by filtering and presenting data graphically, using different views. Headcount grids enable HR Administrators to view headcount data visually and filter this data to a more granular level. These grids also provide managers with additional insight into the organization, particularly when looking to restructure. Users view the data within the context of the transaction, ensuring proper data security based on their current security access settings used for other reports executed from Workforce Reports.

Video: Pivot Grid Overview

Video: PeopleSoft HCM 9.2 Pivot Grids

PeopleSoft HCM delivers these headcount pivot grids for the following users:

• Administrator

  • Headcount Movement - Shows administrators all job actions that occurred during the specified reporting period (the default chart renders the latest 12 months).

  • Current Headcount - Enables administrators to compare the distribution of the organizational population by employee, contingent worker, and persons of interest, based upon current job effective dated rows.

• Manager

  • Headcount Movement - Displays job actions of those that report to the logged-in manager that occurred during the specified reporting period.

  • Current Headcount - Allows managers to compare the distribution of the organizational population by job code based upon current job effective dated rows.

  The headcount pivot grids are accessible from the Direct Reports pagelet on the Manager Dashboard (see Viewing the Manager Dashboard Pagelets).

To provide flexibility, you can define prompts to enable the user to display the data they need in the pivot grid.

Filters can be applied to the data to further slice it for analysis. Once the results are rendered, the user is able to drill down to the data details and interact with the data in a table format.

You can use the delivered pivot grids, or quickly configure your own using a 5 step setup wizard based off of any PS Query. For more information on Pivot Grid functionality, see the product documentation for PeopleTools: PeopleSoft Pivot Grid.

Use the Headcount Movement pivot grid page (PTPG_PGVIEWER) to analyze the headcount movement within your organization.

Navigation:

• Workforce Administration > Workforce Reports > Quick Analytics > Headcount Movement

• Manager Self Service > Manager Dashboard and then select the Headcount Analytics link, Headcount Movement link at the bottom of the Direct Line Reports pagelet.

This example illustrates the fields and controls on the Headcount Movement page. You can find definitions for the fields and controls later on this page.

The page displays the chart in the middle of the page, based upon the search criteria filter settings. You can change how the chart appears by selecting from one of these icons at the bottom of the page:

• Bar Chart

• Line Chart

• Pie Chart

• Horizontal Bar Chart

Pause over individual graphic items, such as a bar or pie, to view the job action details and count. Select the bar or pie piece to select from the following options:

• Detailed View:

  Select this option to access the Pivot Grid Drilldown page to view a list of employees that make up the results for the bar or pie piece.

• Drilldown To:

  Administrators can select this option to analyze report data by categories, such as:

  • Full/Part time status

  • Age group

  • Paygroup

  • Gender

  • Marital status

  • Regulatory region

  • Salary administration plan

  • Establishment

  Managers can select this option to analyze report data by categories, such as:

  • Full/Part time status

  • Salary administration plan

  • Regulatory region

  • Establishment

  You can perform drill-downs within a drill-down. When you do this, the page displays a set of breadcrumbs above the graphic to show the drill-down path you have taken.

  For example, you can drill-down to view those people with a job action of Hire by age and then drill down again to view the gender of the people in the 35-44 age category. In the example shown here, the first bread crumb is Job Action (Hire), then Age Group (35-44), and the current graphic shows the Gender categories within the previously selected hires between the ages of 35 and 44:

  

  Select any bread crumb to return to that view of the chart.

Use the Current Headcount pivot grid page (PTPG_PGVIEWER) to view the distribution of the organizational population.

Administrators can view this information for employees, contingent workers, and persons of interest based upon the current job effective dated rows. Managers can view the distribution of the organizational population by job code based upon the current job effective dated rows.

Navigation:

• Workforce Administration > Workforce Reports > Quick Analytics > Current Headcount

• Manager Self Service > Manager Dashboard and then select the Headcount Analytics link, Current Headcount link at the bottom of the Direct Line Reports pagelet.

This example illustrates the fields and controls on the Current Headcount page for the administrator. You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Current Headcount page for the manager. You can find definitions for the fields and controls later on this page.

The page displays the chart in the middle of the page, based upon the search criteria filter settings. You can change how the chart appears by selecting from one of these icons at the bottom of the page:

• Bar Chart

• Line Chart

• Pie Chart

• Horizontal Bar Chart

Pause over each graphic items, such as a bar or pie, to view the organizational relationship (administrator) or job code (manager) details and count. Select the bar or pie piece to choose from the following options:

• Detailed View:

  Select this option to access the Pivot Grid Drilldown page to view a list of employees that make up the results for the bar or pie piece.

• Drilldown To:

  Administrators can select this option to analyze report data by categories, such as:

  • Business unit

  • Full/Part time status

  • Age group

  • Paygroup

  • Gender

  • Marital status

  • Regulatory region

  • Salary administration plan

  • Establishment

  Managers can select this option to analyze report data by categories, such as:

  • Full/Part time status

  • Organizational relationship

  • Salary administration plan

  • Regulatory region

  • Establishment

  You can perform drill-downs within a drill-down. When you do this, the page displays a set of breadcrumbs above the graphic to show the drill-down path you have taken. Select any bread crumb to return to that view of the chart.

Use the Prompts page (PTPG_USERPROMPTS) to enter the default values to further refine a query when you run it.

Navigation:

Select the Prompts option from the Options Menu drop-down arrow above the Filters group box on the Headcount Movement or Current Headcount page.

This example illustrates the fields and controls on the Prompts page for the administrator view of the Headcount Movement pivot grid.

The pivot grids will rendered data for values defined on the Prompts page. The initial values come from the primary permission list assigned to the user. You can change the prompt values during a session of viewing a pivot grid, but they default values will reset to those values associated with the primary permission list for the user after exiting a pivot grid.

The Prompts page and its corresponding fields are available for the following headcount pivot grids:

• Current Headcount (administrator view)

  • Business Unit

  • Company

• Headcount Movement (administrator view)

  • Business Unit

  • Company

  • From Date

  • To Date

• Headcount Movement (manager view)

  • From Date

  • To Date

Use the Pivot Grid Data page (PTPG_GRIDVIEWER) to select filter options and view a number count for those that meet the criteria in a grid format.

Navigation:

Select the View Grid option from the Options Menu drop-down arrow above the Filters group box on the Headcount Movement or Current Headcount page.

This example illustrates the fields and controls on the Pivot Grid Data page.

Use this page to view the pivot grid data as a list in a modal window. Use the filters the same as you would on the Current Headcount Pivot Grid or Headcount Movement Pivot Grid.

Select the count number link to access the Pivot Grid Drilldown page and view details about the count you selected.

Select the Refresh Chart button to return to the graphical view of the information reflecting the filters you set on the Pivot Grid Data page.

Use the User Charting Options page (PTPG_DISPLAYOPT) to define the display settings for the user results chart.

Navigation:

Select the Chart Options item from the Options Menu drop-down arrow above the Filters group box on the Headcount Movement or Current Headcount page.

This example illustrates the fields and controls on the User Charting Options page.

Use this page to change the chart title, chart type, data to be displayed on the x axis, data to be displayed on the y axis, or add or delete chart filters. Changes you make here are good for the current session of viewing the pivot grid.

For example, if you want to view a headcount profile by full time/part time status, select Full/Part Time from the X Axis drop-down list and click OK. The chart will refresh and display the full/part time label and data on the X axis.