1. Mash Up of PeopleSoft Tools for Reporting
Bill Roos – Evergy, Inc.
Session:
7/19/2018

2. Background

3. Agenda Why This Approach Solution Advantages of Approach
Problems with PeopleTools (8.54)
Q&A

4. 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

5. 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

6. 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)

7. 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

8. Solution: Step 1 Application Engine Job
AE job writes results to one custom summary WF reporting table

9. Solution: Step 1 Application Engine Job

10. Solution: Step 2 – PS Query

11. Solution: Step 2 – PS Query

12. Solution: Step 2 – PS Query

13. Solution: Step 2 – PS Query

14. Solution: Step 3 – Pivot Grid

15. Solution: Step 3 – Pivot Grid

16. Solution: Step 3 – Pivot Grid

17. Solution: Step 3 – Pivot Grid

18. Solution: Step 3 – Pivot Grid

19. Solution: Step 3 – Pivot Grid

20. Solution: Step 3 – Pivot Grid

21. Solution: Step 4 – Pagelet

22. Solution: Step 4 – Pagelet

23. Solution: Step 4 – Pagelet

24. Solution: Step 4 – Pagelet

25. Solution: Step 4 – Pagelet

26. Solution: Step 4 – Pagelet

27. Add Pagelet to Home Page

28. Add Pagelet to Home Page

29. Pending Workflow Approvals

30. Pending Workflow Approvals

31. 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

32. Advantages of Approach

33. Advantages of Approach

34. Pending Workflow Approvals

35. Advantages of Approach

36. Advantages of Approach

37. Advantages of Approach

38. Advantages of Approach

39. Advantages of Approach

40. 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 )
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

41. Q & A

42. Please complete a session evaluation
Session ID:
Contact Info: Bill Roos