Mash Up of PeopleSoft Tools for Reporting Bill Roos – Evergy, Inc. Session: 101240 7/19/2018
Background
Agenda Why This Approach Solution Advantages of Approach Problems with PeopleTools (8.54) Q&A
Why This Approach? Goal – one report showing all five pending workflow approvals in a visually easy to comprehend view Problem – each workflow has its own transaction and workflow tables Journal - ps_jrnl_header ps_jrnl_af_xref Requisition – ps_req_hdr ps_pv_req_aw Purchase Order – ps_po_hdr ps_po_aw Voucher – ps_voucher ps_vchr_af_xref Expense – ps_ex_sheet_hdr ps_ex_sheet_aw
Why This Approach? Goal – wanted to provide the workflow statuses – current, coming due and past due – not just total counts Problem - Can’t use an expression in a PS query driving a pivot grid
Solution: Step 1 Application Engine Job 1. Create an Application Engine (AE) program AE job runs all the five SQL statements pulling pending WF approvals Voucher SQL - Pulls from 6 tables – voucher, vchr_af_xref, eoaw_step_vw, vendor, job, oprdefn Pulls just voucher approval status of pending, match status not terminated Used job table to get dept id and supervisor of approver Latest entries on the workflow tables AE job determines status of each workflow stream in SQL statement Voucher status example: (CASE WHEN (A.DUE_DT -trunc(sysdate) ) > 5 THEN 'CURRENT' WHEN (A.DUE_DT -trunc(sysdate) ) > 0 THEN 'COMING DUE' WHEN (A.DUE_DT -trunc(sysdate) ) <= 0 THEN 'PAST DUE' END ) Each workflow stream can have a little different determination of status (hint think about journal approval with future dated journals)
Solution: Step 1 Application Engine Job Due Date Calculation – compare system date to Voucher - voucher table due_dt field Journal – journal header table journal_date field Requisition – Requisition header table entered_dt field Purchase Order – PO header table entered_dt field Expense – Expense sheet header table creation_dt field
Solution: Step 1 Application Engine Job AE job writes results to one custom summary WF reporting table
Solution: Step 1 Application Engine Job
Solution: Step 2 – PS Query
Solution: Step 2 – PS Query
Solution: Step 2 – PS Query
Solution: Step 2 – PS Query
Solution: Step 3 – Pivot Grid
Solution: Step 3 – Pivot Grid
Solution: Step 3 – Pivot Grid
Solution: Step 3 – Pivot Grid
Solution: Step 3 – Pivot Grid
Solution: Step 3 – Pivot Grid
Solution: Step 3 – Pivot Grid
Solution: Step 4 – Pagelet
Solution: Step 4 – Pagelet
Solution: Step 4 – Pagelet
Solution: Step 4 – Pagelet
Solution: Step 4 – Pagelet
Solution: Step 4 – Pagelet
Add Pagelet to Home Page
Add Pagelet to Home Page
Pending Workflow Approvals
Pending Workflow Approvals
Advantages of Approach Near Real Time Reporting – you can run AE job as often as you like to update results Visually appealing and easy to understand Difficult queries created for you Ability to use filter feature in pivot grid Pulls together all the workflows into one pivot grid report Results are displayed in PS not the warehouse system Ability to drill down into results Ability to use feature of drag and drop
Advantages of Approach
Advantages of Approach
Pending Workflow Approvals
Advantages of Approach
Advantages of Approach
Advantages of Approach
Advantages of Approach
Advantages of Approach
Problems with PeopleTools (8.54) Can’t change type of chart in pivot grid setup – once you set it on bar chart you can’t go back to stacked bar chart – Ptools bug (Doc ID 2357798.1) Pivot Grid in a bar chart shows statuses current, coming due and past due – color of current defaulted to red, coming due to orange and past due to green and can’t change it – PTools limitation Can’t do expressions in PS query driving the pivot grid – PTools limitation
Q & A
Please complete a session evaluation Session ID: 101240 Contact Info: Bill Roos Bill.Roos@kcpl.com