Understanding Customer Analysis Pagelets

The customer analysis pagelets use pivot grids to display and filter analysis data.

Pivots grids are based on PS Queries and can display the results in a grid format, a chart format, or both. You use the Pivot Grid Wizard (Reporting Tools, and then Pivot Grid, and then Pivot Grid Wizard). For more information about fields and controls in pivot grids, see the product documentation for PeopleTools: Pivot Grid.

You can choose the type of graph – including bar, line, and pie charts – to display. The system uses the following prompts to display data in the graph:

• SetID

• Display Currency (all balances converted to this currency)

• Business Unit

• Customer (multiple values, according to Customer Level – Corporate, Remit From, or Correspondence)

Use the collapsible Pivot Grid section to customize the returned data in the graph after the system filters are applied. You can also access and edit the filter values by clicking the action glyph next to the pagelet title. This is a temporary filter and values are not saved for later use. To save filters, edit the Analysis Filters on the My Personalization page. See Understanding Pagelets in the PeopleSoft Classic Comprehensive Customer View.

Term	Definition
Detailed View	Click the pie sections or bars in the graph, or the display amount value links in the Pivot Grid section table, to view details on the Pivot Grid Drilldown page.