Extracting and Transforming Data Overview

PeopleSoft supports integrations with several different reporting tools, such as Pivot Grid, SQR, PS/nVision, Application Engine, and BI Publisher. Reports are typically created by application developers using the corresponding window-client based designer. In most cases, PeopleSoft Query is the primary data source for data from a PeopleSoft database. Users can then use reporting tools to apply additional formatting (HTML, PDF, XLS, XML, and so on) to the data to create a report.

If you have PeopleSoft Pure Internet Architecture access from a browser and do not have access to any PeopleSoft client tools, then you have limited options for customizing PeopleSoft reports. For example, you are unable to modify existing file layouts (in PeopleSoft Application Designer), and so on.

To provide the flexibility to accomplish reporting tasks from Pure Internet Architecture, PeopleTools has provided a way of extracting, transforming, and distributing data from there without the need to access any client tools.

In addition to the currently available formats (HTM, PDF, TXT, XLS, XML, and XMLP), PeopleSoft Query now includes a user-defined output format called XFORM, which triggers a transformation (XSLT). You must provide the XSLT to define the desired transformation of the extracted data.

Then, to generate the transformed output and distribute the data results, you schedule the query process to run using the Process Scheduler Request page and select XFORM as the output format. If you want to send the transformed output to an external IB node using the Integration Broker framework, you schedule the query process to run using the Process Scheduler Request page, select the IB Node as the output type and XFORM as the output format. The page also features a new Approval Required option that enables you to review and approve the transformed output before distributing it.

See “Scheduling and Distributing Query and Connected Query Results with Transformation” in the Scheduling Queries section.

Note:

Query users who have permission to edit the query can add, modify, and delete the XSLT. Query users who have permission to schedule and run the query can select the node output type as well as the XSLT for transformation.