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Visual tools like charts are great for your busy team members/managers to get a status of the current situation and trends. Our study have concluded that having a placing graph on an approval page is much more effective in cost awareness and control than having a separate report. Managers are too busy managing day to day activities to seek out information, better to have a one stop concept.
Following section describes how you can leverage the chart object provided in PeopleSoft to enhance your dull web pages with charts.
1. Create Work Record Create a work record and add a chart field
2. Page Chart object Create a page and insert the chart object InsertChart (Q)
/* Purpose: Sample Code to create a basic chart on PeopleSoft web page. Chart will be a basic bar chart which highlights Actual Data and an overlay line for budget Developer: Steve Chun*/
/* pass any variable, this assumes that you have a custom view IC_ACTUALS with fields: deptid, fiscal_year, amount_total & ic_month*/ &deptid = IC_ACTUALS.DEPTID; &year = IC_ACTUALS.FISCAL_YEAR;
/* create stand alone rowset and populate */ &oRowset = CreateRowset(Record.IC_ACTUALS); &oRowset.Fill(where deptid = :1 and fiscal_year = :2,&deptid, &year); /* populate chart object with data and set X and Y axis */ &oChart.SetData(&oRowset); &oChart.SetDataYAxis(IC_ACTUALS.AMOUNT_TOTAL); &oChart.SetDataXAxis(IC_ACTUALS.IC_MONTH); /* Chart properties */
/*Overlay rowset this assumes that you have a custom view IC_BUDGETS with fields: deptid, fiscal_year, amount_total & ic_month */ &oRowset1 = CreateRowset(Record.IC_BUDGETS); &oRowset1.Fill(where deptid = :1 and fiscal_year = :2,&deptid, &year);