Managing ChartFields for Reports

Oracle BI Publisher (formerly XMLP) technology streamlines report and form generation and is accessible from PeopleTools 8.52 PS Query and all PeopleTools 8.52-based applications and beyond. This technology enables PeopleSoft to deliver BI Publisher reports. The BI Publisher reports do not require manual changes to support ChartField configuration.

The following is a list of the reports that can be generated in the BI Publisher formats:

• Installation Options: FSX0001 BI Publisher report.

• Detail Calendars: FSX0002 BI Publisher report.

• TimeSpans: FSX0003 BI Publisher report.

• Account Types: FSX0004 BI Publisher report.

• Statistics Units of Measure: FSX0005 BI Publisher report.

• Valid SpeedTypes: FSX0007 BI Publisher report.

• Valid Accounts: FSX0010 BI Publisher report.

• Valid Departments: FSX0011 BI Publisher report.

• Valid Products: FSX0012 BI Publisher report.

• Valid Project IDs: FSX0013 BI Publisher report.

• Valid Statistics Codes: FSX0015 BI Publisher report.

• Tables by Record Group: FSX0016 BI Publisher report.

• Valid SetIDs: FSX0017 BI Publisher report.

• Detail Ledger Definition: FSX0022 BI Publisher report.

• Ledger Template: FSX0023 BI Publisher report.

• Budget Reference: FSX0024 BI Publisher report.

• Scenario: FSX0025 BI Publisher report.

• List of PS/nVision Reports: FSX0030 BI Publisher report.

• List of PS/nVision Scopes: FSX0031 BI Publisher report.

• Valid Operating Units: FSX0032 BI Publisher report.

• Alternate Accounts: FSX0033 BI Publisher report.

• Currency Codes: FSX0035 BI Publisher report.

• ChartField1: FSX0037 BI Publisher report.

• ChartField2: FSX0038 BI Publisher report.

• ChartField3: FSX0039 BI Publisher report.

• Valid Funds: FSX0050 BI Publisher report.

• Valid Programs: FSX0052 BI Publisher report.

• Valid Sub Class: FSX0053 BI Publisher report.

• Journal Types: FSX0057 BI Publisher report.

• Journal Codes: FSX0058 BI Publisher report.

• Document Types: FSX0059 BI Publisher report.

• Document Sequence Ranges: FSX0060 BI Publisher report.

• Regulatory Ledger Translation Error: FSX5101 BI Publisher report.

• Ledger Code: GLX1001 BI Publisher report.

• Combination Edit Group: GLX4003 BI Publisher report.

• Adjustment Type ChartField: GLX4004 BI Publisher report.

• Book Code: GLX4005 BI Publisher report.

• Account Balancing Group: GLX4006 BI Publisher report.

• Journal Entry Template: GLX4007 BI Publisher report.

• Inconsistent ChartField on Combination Editing: GLX4009 BI Publisher report.

• ADB Processes: GLX5501 BI Publisher report.

• Allocation Group Definition: GLX6001 BI Publisher report.

• Budget Attributes: GLX8100 BI Publisher report.

• Associated Budgets: GLX8110 BI Publisher report.

• Budget Checking Batch Process Statuses: GLX 8530 BI Publisher report.

• Activity Log Detail: GLX8570 BI Publisher report.

• Activity Log Summary: GLX8571 BI Publisher report.

See PeopleSoft Global Options and Reports: A-Z.

See Managing ChartFields for Reports.

The BI Publisher report templates are designed in Microsoft Word's rich text format and contain the report layout and BI Publisher tags (placeholders) that are associated with the BI Publisher input file elements.

The following are general formatting features:

• All elements are placed in tables to optimize exact placement and alignment when the template is transformed to the actual report format.

• BI publisher can split columns to multiple pages if the columns exceed one page.

  However, the GL report templates are designed to display all of the columns for a row on one page in most instances. There will be exceptions if some of the columns will be split on multiple pages. For example, if you have additional ChartFields. Multiple ChartFields will be grouped in a single column to optimize horizontal space.

• Some of the reports use intelligent formatting to display ChartFields only where a value exists in a row.

• Intelligent formatting is also used on other data such as statistical amount and statistical code to optimize horizontal spacing.

The ChartField Selection grid is used by many report request pages and enables you to select the ChartFields you want to view for SQR based reports that print ChartField values.

To enter report selection criteria in the ChartField Selection Grid:

1. Enter the header selection criteria and click Refresh to populate the grid with rows for each ChartField.

2. Click Include CF for the ChartFields that you want to include values for in the report.

   PeopleSoft delivers reports with a fixed number of lines on the report heading. This number is determined based on the most common business practice. There is just enough space for a few ChartFields on the heading and still retain enough space for detail lines on each page. If you elect to include more ChartFields, the report will not have enough space to print all ChartField headings. This results in report heading and detail lines that overlay each other. If your circumstances require you to print more than the optimum number of ChartField values, change the report to increase the report heading lines. Increasing the number of ChartFields is a customization and is not supported by PeopleSoft.

3. (Optional) Use the Value field to enter ChartField values for the budgets on which you want to report.

   Leave blank to select all values for the ChartField. Some Commitment Control report request pages include Value From and Value To fields to enable you to select ranges of ChartField values.

4. (Optional) Change the Sequence in which the ChartFields appears on the report.

   For example, if you are reporting by Account and Department and you select Account to be first in the sequence, the report displays budget rows as follows:

   Account	Department
   60000	100
   	110
   	120
   62000	100
   	110
   	130

   The default sequence is alphabetical.

5. (Optional) Select Descr to include a description of the ChartField value.

6. (Optional) Select Subtotal to include a subtotal of all amounts for the ChartField.

   For example, if you are reporting by Account and Department as in the above example, and you select Subtotal for Account, the report displays a subtotal amount for each Account:

   Account	Department	Amount
   60000	100	1000
   	110	2000
   	120	1000
   Subtotal		4000
   62000	100	2000
   	110	1000
   	130	3000
   Subtotal		6000