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Administering Simplified Analytics

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Our previous blogs have focused on the creation of a Simplified Analytic. Now, we would like to show you how administering Simplified Analytics works and how to make them available to end users. Simplified Analytics are a great way to open up reporting to the masses. You can control the query behind the scenes. You also don’t have to worry about a poorly developed query, bad performance, or a runaway query. End users only receive access to the tables and fields allowed by the administrator. It’s a great way to release the burden of reporting from the technical team and provide self-service access to end users.

Note that Simplified Analytics can only be deployed to Fluid content. Let’s look at Procurement Operations. You can see that no enabled Simplified Analytics are found under the PO Approval Cycle Time.

Therefore, we must enable the Simplified Analytics(SA) on this page. In this example, the Purchasing Manager is looking at the time it takes to approve PO’s. Open PO’s that have not yet been approved may also be of interest. This is a perfect way to include a SA.

Everything starts with a query and pivot grid. Although not shown, we wrote a query for open PO’s and created a Pivot Grid called Simplified_Test. Once you have created the query, then you must configure the SA on the appropriate Fluid page. To do this, you will need to navigate to PeopleTools, Portal, Managed Related Content Service.

Then, click on Assign Related Content to an Application Page.

Next, click on Include Hidden Crefs. Then, you can expose the Fluid pages. Select the appropriate Fluid page. In this case, we want PO Approval Cycle Time. 

Select the appropriate page which should be a service. Select Analytic Service and the appropriate pivot grid.

Click Configure. Set your settings.

Save, and the analytic should be on the Fluid tile.

You can see the user has access to only the fields provided by the query and can then create their own simplified analytic for open PO’s.

It’s that straight forward. Of course, you can do more with security, etc., but enabling the SA is overall pretty easy.

If you would like more information on Simplified Analytics, please send an email to larry.zagata@miproconsulting.com.

Security Concerns Driving Oracle PeopleSoft Support Reinstatement Conversations

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Enterprise software is complex.  As the backbone of many organizations, it allows companies to fulfill their mission, conduct business and in the commercial sector, make a profit.  This does not come without a cost. Over the years, CIOs have embraced solutions to reduce the expense of maintaining their back office and customer effacing systems with third-party software maintenance services.

Recently one of those service providers received what might be a fatal blow from the US Courts.  Rimini Street lost another battle to Oracle, but more importantly, in court its CEO admitted that they do not apply software security patches, opening up their customers to ransomware and other forms of cyberattacks. [Forbes Article]

With Oracle officially extending their investment to improve the PeopleSoft suite of products through at least the year 2030 [Oracle Statement], the continued roll-out of new functionality, combined with Oracle’s commitment to cybersecurity, CIOs are having conversations about coming back to PeopleSoft support services from Oracle. And from our observation, Oracle seems to be in the mood to negotiate new reinstatement support services terms.

Over the past few years, it has become clear that Oracle wants to be known as a Cloud company, forging ahead with SaaS solutions. However, they still remain committed to their on-premise PeopleSoft, JD Edwards, and eBusiness Suite customers, allowing them to navigate their own journeys to the cloud at their own pace.  And for those customers who continue to leverage their investment in PeopleSoft, last we heard Oracle still has over 1,000 developers continuing to roll out new features, functionally and technology, not to mention the planning taking place for chatbot integration, machine learning, and AI.

Now more than ever, organizations are seeing a return on their PeopleSoft support services investment.  If a third-party is supporting your PeopleSoft instance, it may be time to relook at getting that support from the source, Oracle.

For more information or if you have questions, feel free to contact me at Jeff.Micallef@MIPROConsulting.com.

PeopleTools 8.57

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On September 21, 2018, PeopleSoft released PeopleTools 8.57. It marked the first time a release was generally available in the Cloud before on-premise environments. Using the Cloud Manager, customers may subscribe to the PeopleTools 8.57 channel to automatically download the release in addition to available PeopleTools patches. Based on the 8.57 release notes, the following […]

My Team Manager Self Service Instructional Video

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Last week, we published a blog on My Team Manager Self Service. To watch a short 6-minute step-by-step instructional My Team video further outlining this Tile, click on the link https://youtu.be/IsGfVKCbdnU or photo below: Additionally, if you would like more information on Fluid, related actions, or simplified analytics, please email me at Larry.zagata@miproconsulting.com. To read more about […]

My Team Manager Self Service

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Previously, we’ve published written and video blogs regarding Fluid and Classic features such as simplified analytics, related content, and related actions. To improve efficiency and the overall user experience, the My Team Manager Self Service tile (see photo below) now houses all these features in one location. As always, the user can configure the delivered […]

Page and Field Configurator Instructional Video

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Last week, we published a blog on the PeopleSoft Page and Field Configurator. To watch a short 8-minute step-by-step instructional video, click on the link https://youtu.be/1yFexvEI9lg or photo below: Additionally, if you would like more information on Page and Field Configurator, please email me at Larry.zagata@miproconsulting.com. To read more about MIPRO Consulting, click here.

Page and Field Configurator

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The Page and Field Configurator has been out for a little while now, and although it provides the user with the capabilities to configure pages in PeopleSoft, it does not seem to get the attention that it deserves. In the past, all changes came from the application designer and customization had to be maintained.  With […]

eProcurement Fluid Enhancements

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In March 2018, PeopleSoft FSCM Update Image 27 introduced the Fluid Requisition Enhancement. As a result, the eProcurement Fluid Enhancements now include multiple features. You can now enter default values for new requisitions on the Requisition Defaults page. And you can make changes on the Line Details page. On the Checkout page, you can select […]

Cost Balancing Fluid WorkCenter

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The Cost Balancing Fluid WorkCenter was delivered without a lot of fanfare. However, it is very useful for those that deal with inventory cost accounting. The Cost Balancing Fluid WorkCenter provides everything needed to address the cost accounting business processes. Users can deal with issues associated more on the inventory side such as putaway not completed, […]

It’s not too late to implement PeopleSoft Lease Administration for January 1, 2019 and be ready for the new ASC 842 & IFRS 16 accounting rules!

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The deadline for compliance with the new ASC 842 & IFRS 16 rules is fast approaching. My headline is a bold statement, but it can hold true if you can answer yes to the following questions: Have you already identified all your leases, including the payment schedules? Do you already have your new lease accounting […]

Personalization of Fluid WorkCenters

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You have the ability to personalize Fluid WorkCenters just like personalizing Classic WorkCenters is also possible. As a refresher, previously we wrote the following three-part blog series on the personalization and configuration of Classic WorkCenters: https://blog.miproconsulting.com/2017/03/configuration-of-workcenters/ https://blog.miproconsulting.com/2017/04/workcenter-configuration-part-2/ https://blog.miproconsulting.com/2017/04/pagelet-personalization/ As seen below, the GL Fluid WorkCenter has Scope enabled providing for specific content to be displayed […]

Fluid Treasury WorkCenter

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The Classic Treasury WorkCenter has been around for some time and includes the standard components. The Fluid Treasury WorkCenter is delivered in FSCM Image 28. The WorkCenter has the typical MY WORK, LINKS, QUERIES and REPORTS/PROCESSES. Users have the ability to utilize either the Classic WorkCenter or the Fluid WorkCenter. Additionally, if you would like […]