PeopleSoft

Reporting Tools

15 Dec 2010
SELVA GANESH KRISHNAN
 Table of Contents

1 Introduction

2 Various Reporting Tools

3 PS/Query

4 Crystal Reports

5 PS/nVision

6 Questions & Answers

Wrap up
7
Introduction
 Introduction
1. Reports are the back-bone of any application.

2. PeopleSoft applications offer a wide range of query and reporting possibilities.

3. Includes the standard reports we deliver, as well as the reporting tools you can use to

customize reports or create new ones.

4. Our reporting capabilities enable you to access the data you need and present it in the

form that is most useful for those who depend on you for financial and management

information.

5. Our database contains a wealth of information that you’ve carefully entered, maintained,

and secured for the ultimate purpose of generating timely, meaningful, presentation-quality

reports.
 Introduction (cont…)
6. In generating reports, you can choose to output the data to a file, a printer, or a window.

7. Queries allow you to extract information from the database and use it to analyze data,

identify errors, and create ad hoc reports.

8. Query results can be viewed online, sent to an Excel spreadsheet, or to Crystal Reports for

output or further manipulation.

9. You can get all the information you need, when you need it.

10. Tools are easy to use.

 Various
Reporting
Tools
Various Reporting Tools for
PeopleSoft

• PS/Query
• Crystal Report
• PS/nVision
• SQR
 PS/Quer
PeopleSoft Query is an end user reportingytool.
ü

üPeopleSoft Query can extract the precise information that you are looking for by using visual
representations of your PS database, without writing Structured Query Language (SQL)
statements.

üQueries that you write can be as simple or as complex as necessary; they can be one-time
queries or queries that you use repeatedly.

üPeopleSoft Query, you can request exact information from the database, so your ability to
view and report on data becomes unlimited.

üPeopleSoft Query enables you to generate custom reports, create presentations, track data,
and run ad-hoc queries.

ü PS Queries can be used to analyze data, identify errors and create ad-hoc reports.
ü PS Query results can be viewed several ways:
● on-line.
● exported to an MS Excel spreadsheet.
● sent to Crystal Reports for inclusion in a report.
PS/Query (cont…)

Navigation:-

Business Process:-
PS/Query can use in the following ways:
1. To display data in a grid (on the Run tab).

2. To run queries as a separate process.

3. To schedule a query.

4. To download query results to an Excel spreadsheet.

5. To serve as a data source for Crystal Reports.

6. To create a data source for PeopleSoft nVision reports.

 Crystal Reports
qCrystal Reports is a reporting tool from Business Objects that works with
the PeopleSoft system.

qAs a report formatter, Crystal Reports helps you generate custom

reports containing information from your PeopleSoft database.

qOperating with PeopleSoft Query, Crystal Reports offers advanced

features to create sophisticated reports from standard queries.

qCrystal reports offers the formatting features of most word processing

applications as well as advanced reporting features such as sorting,
grouping, and summary operations.

Creating Crystal reports involves two major steps:-

q

§ Queries are created in PeopleSoft, then report templates are

created in Crystal.
§ These report templates serve as shells that are populated with

data when you link a query to the report.

 Crystal Reports
(cont…)
q It’s a 3rd party reporting tool bundled with PeopleSoft.
q Crystal is used with PS Query to develop custom hard-copy
reports for distribution to users.
q Can be formatted and highly customized.
q PS Query is used to extract specific subsets of data from your
database.
q We can then use Crystal Reports to format that data and
present the information in an easy-to-understand layout.
 Creating Reports in Crystal Reports 9
1. Select Start, Programs, Crystal Reports 9 to display the Crystal Reports.

2. Select the Using the Report Wizard option

3. Click the OK button to select the Standard Wizard

4. Click the + sign to the left of the Create New Connection

5. Click the + sign to the left of the ODBC (RDO) folder

6. Select PeopleSoft PeopleTools as the DSN

7. Click Finish. The PeopleSoft Signon screen appears

8. Enter the database name, user ID, and password, and click OK
Launching Crystal Reports With PeopleSoft Query

Default Crystal reports are generated in the following ways:

* When you create a default Crystal report from PeopleSoft Query, Query
creates a report using the file name (ACTQRY).RPT

* Query uses the selected column list to define the content of the default
Crystal report.

* When you create a default report from a new or unnamed query object,
PeopleSoft Query uses the in-memory selected column list to generate
the default Crystal report.

* When you create a default Crystal report from a named query object,
the saved representation of the selected column list is used to generate
the default Crystal report.
To run a query with Crystal Reports output:
1. Launch Application Designer, and then select Go, Query.
2. Select File, Open or click the Open Query button to display the Open
Query dialog box.
3. Click the down arrow to the right of the Name box to display a list of
existing queries.
4. Highlight the name of the query that you want to base the report on
and click OK.
5. Click the Run Query button to run the query.
6. Click the Run to Crystal Report button to run the query to Crystal
Reports.
7. Use Crystal Reports to format your data, add a report title, modify
column headings, and so on.
 PS/nVision
• Reporting tool provided by PeopleSoft.
• PS/nVision interacts with and uses MS Excel.
• Accessed through PeopleSoft menu options.
• Allows development of reports with superior drilldown
capability.
• PS/nVision enables you to work inside Microsoft Excel
spreadsheets to generate custom printed reports containing
information from your PeopleSoft database.
• PS/nVision combines the mathematical and formatting features of
Excel with advanced reporting features such as scope, variables,
and labels.
• PS/nVision retrieves information from your PeopleSoft database
and places it into a Microsoft Excel spreadsheet
 PS/nVision (cont…)
• PS/nVision retrieves information from your PeopleSoft database
and places it into a Microsoft Excel spreadsheet, in a form that
helps you see the big picture, explore details, and make decisions.
• You use familiar Excel commands to format and analyze the data.
• With PS/nVision, you spend your time analyzing results rather than
summarizing data and entering it into a spreadsheet.
• PS/nVision selects data from your PeopleSoft database using
ledgers, trees, and queries.
• Queries are useful for extracting data from sources other than
ledgers, so you should be familiar with PeopleSoft Query
concepts, especially query result sets, before working with
PS/nVision.
• PeopleSoft delivers a number of PS/nVision layouts that you can
use to run PS/nVision reports, chances are that you want to create
your own report layouts and set up PS/nVision to suit your
particular needs.
Creating a PS/nVision report is a three-step process:

1. Define a report layout that specifies the ledgers, criteria, or queries to

use for the report and how to format the report.

1. Create a report request, specifying the layout and runtime options for
the report.

1. Run the report request, using the nVision menu in Microsoft Excel,
the Run button on the request dialog box, or a button/macro that calls
PS/nVision to run the report.
Types of PS/nVision Layouts:

Tabular Layouts
q

Matrix Layouts
q
Types of PS/nVision Layouts: (cont…)
ü Tabular Layouts are simpler than matrix layouts.

ü They use a query defined in PeopleSoft Query to retrieve data.

ü The columns in the report correspond to the fields returned by the query.

ü The rows in the report correspond to the rows in the query result set.

ü You can specify a heading row, a first result row, and a totals row

ü You can also use scopes in a tabular layout to filter your results.
Types of PS/nVision Layouts: (cont…)

üMatrix Layouts have data selection criteria based on the intersection of

columns and rows in the spreadsheet, creating a criteria matrix.

üThe data retrieved for an individual cell is determined by a combination of

the criteria for its column and its row.

Unless you are specifying a query in the matrix layout, all matrix layouts
ü

must have at least one TimeSpan, at least one ledger, and at least one
ChartField as criteria.
Criteria Types

There are six types of matrix-layout criteria:

qQuery criteria
qLedger criteria
qLabel criteria
qFilter criteria
qVariable criteria
qString criteria
“PeopleTools provides several reporting

tools…”

When would I use

PS/Query vs.

Crystal Reports vs.

PS/nVision vs.

SQR
Questions ?
Thank You !