Collaborate 2016 PeopleSoft WorkCenters Dashboards & Activity Guides

Collaborate 2016 PeopleSoft WorkCenters Dashboards & Activity Guides PeopleSoft WorkCenters Dashboards & Activity Guides http://www.teachme2day.com ...
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Collaborate 2016 PeopleSoft WorkCenters Dashboards & Activity Guides

PeopleSoft WorkCenters Dashboards & Activity Guides http://www.teachme2day.com

TM2D

Copyright © 2015, TeachMe2Day. All rights reserved. This document contains proprietary information and is protected by copyright and other intellectual property laws. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them via email to: [email protected]. This document is not warranted to be error-free.

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TeachMe Day.....Learn Beyond Tomorrow

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PeopleSoft WorkCenters Dashboards & Activity Guides http://www.teachme2day.com

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Table of Contents RELATED DOCUMENTATION AND RESOURCES .......................... ERROR! BOOKMARK NOT DEFINED. ACT 1: CREATING AND CONFIGURING A W ORKCENTER DASHBOARD ........................................................ 4 ACT 2: CREATING A PIVOT GRID FROM THE QUERY MANGER ................................................................. 12 ACT 3: CREATING AN ACTIVITY GUIDE................................................................................................... 21 ACT 4: CREATING ADMINISTRATOR SYSTEM DEFINED PAGELETS ........................................................... 31

FINAL ACTIVITY ................................................ ERROR! BOOKMARK NOT DEFINED.

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How to Creating and Configure a WorkCenter Dashboard Creating the WorkCenter Dashboard Page 1. Navigate to the following page. 2. Click Create new WorkCenter dashboard page.

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3. Enter the following information on the Dashboard Page Administration and click Save.

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4. From the Manage WorkCenter Dashboard Pages click the button for Pagelets next to your new Dashboard.

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5. On the Content tab select the content you want to make available for your end users:

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6. Select the Layout tab and select 2 columns for the basic layout.

7. Click the Save button. 8. Click the Return to Manage Dashboard Pages link. 9. On the Manage Dashboard Pages page, click the link for your new TeachMe2Day Employee Info Dashboard link to test the display of the Instructor Dashboard page. At this point, the dashboard is ready for configuration by an Administrator.

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Personalizing the Dashboard To personalize the new dashboard for your own use: 1. Click the Home link in the universal navigation header. 2. Click the browser's refresh button to refresh the menu structure in the browser. 3. From the Main Menu navigate to the TeachMe2Day Employee Info Dashboard. 4. You will notice no content….why? 5. We need to configure our WorkCenter Dashboard.

6. Click the Configure option.

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7. Enter the following information you see on the page below.

8. For the selection of the pagelet click the magnifying glass. It is searching by Title so be sure to enter the label of the pagelet which is BI Publisher not the code you are seeing in the Pagelet Name field that begins with ADMN_SC_PGT_XML_PUBLISHER. 9. Click Save. 10. Refresh the browser. 11. As designed this is the result of the TeachMe2Day Employee Info WorkCenter Dashboard. If you choose to add additional content it should also be displayed. 12. Click the Content link: selected by default.

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and observe the settings that are

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You can add any other content that you wish at this time. Remember to click the Save button.

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Creating a Pivot Grid from the Query Manger Create the Pivot Grid 1. Open the Query Manager. 2. Search for your query which will begin with your initials. 3. Click the Edit link next to your query.

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4. At the bottom of the page you will see the link - Publish as Pivot Grid. 5. Click the link for Publish as Pivot Grid.

6. Enter the following information, and click the Add button.

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7. The Pivot Grid Wizard will open and you can select the options to configure your new pivot grid. 8. On Step 2 accept the default to utilize all the fields and click the Next button.

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9. On Step 3 we are setting the way the data will display for the Personal Data Information. 10. We will change the column labels. 11. We will change the Employee ID field so that we are counting the total employees. 12. Enter the following information as show in the screen shot and click Next.

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13. In Step 4 we will set up how the data is displayed on the Grid and Chart. 14. Change the following settings and click Next.

15. When you click ok the screen will display to show you that the Pivot Grid is completed. Click the Edit button to open the pivot grid and then click the circle for Step 5 so you can preview your Pivot Grid.

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16. You can now make any adjustments before you publish your Pivot Grid to a Homepage Pagelet. 17. When you are ready from Step 5 scroll down to the bottom of the page and click the Publish as a pagelet link.

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18. Once you click the link to publish the pagelet the following page will display. 19. Accept the defaults and click the Publish button.

20. The Review Pagelets screen will appear click the Return button. You will also need to close the remaining modal windows that are still open.

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21. Now you will add the new pagelet to your new WorkCenter Dashboard called TeachMe2Day Employee Info. 22. Click Home and navigate to your new WorkCenter. 23. Click the Content Link. 24. Select your New Pagelet and place it on the right column on the Layout.

25. Click Save and view your new content. 19 | P a g e

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Copyright  TeachMe2Day 2015

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Creating an Activity Guide Page 1 – The Employee Data Page

Menu: DEFINE_GENERAL_OPTIONS Component: EX_PERSONAL_DATA2 Page: EX_PERSONAL_DATA2 Page 2 – The Reporting Console

Menu: REPORT_CONSOLE Component: PT_CONSOLE Page: PT_CONSOLE Query – Name of the query: Name of the query: XXX_PERSONAL_DATA Here is what the finished Activity Guide will look like:

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Activity Details: Create a definition for each action item to the template 1. Navigate to the following page. 2. Click the Add a New Value tab and enter the following:

3. Click the Add button. 4. Enter the information as indicated below to your new service:

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5. Click the Save button. 6. Click the Test Related Content Service link to make sure there are no spelling errors. 7. Click the Add button at the bottom of the page and add the component for the Reporting Console. 8. Enter the Service ID: TM2D_RPT_CONSOLE and click the Add button. 9. Enter the following information for your second service as shown below:

10. Click the Save button. 11. Click the Test Related Content Service link to make sure there are no spelling errors. 12. Click the Add button at the bottom of the page and add the service for your query XXX_PERSONAL_DATA. (XXX should be your initials) 13. Enter the Service ID: TM2D_QRY_PERS_DATA and click the Add button. 14. Enter the following information for your query service as shown below:

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15. Click the Save button. 16. Click the Test Related Content Service link to make sure there are no spelling errors and your query results open correctly. Create the activity guide template 1. Navigate to the following page and click the Create Template button. 2. Enter the following information for the Properties tab in your New Template. a. The Activity Guide ID: TM2DEMPDAT

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3. Enter the following information for the Security tab in your New Template.

4. We did not make any customizations nor are we using any PeopleCode so we do not need to apply any settings to the Advanced Options or Pagelet Options tabs. 5. Click the Save button.

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Configure the Action Items 1. Click the Next button in the upper right corner of the screen. This will take you to the Configure Action Items task for an Activity Guide. 2. Click the Add button.

3. Enter the following information for the first action item.

4. Click OK. 5. Select the Content Type from the drop down list of PS Component and click the link for Assign Service.

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6. Type in TM2D as a qualifier and click the Look Up button to search for your services. 7. Select TM2D_EMP_DATA. 8. Click the Add button. 9. Enter Rpt_Consol for the Item ID. 10. Click OK. 11. Repeat the same steps for the reporting console component. 12. Click Add. 13. Enter Qry_Empl for the Item ID. 14. Click OK. 15. Select PS Query from the drop down list. 16. Assign the Service ID TM2D_QRY_PERS_DATA. 17. Here is the finished setup for the General Information tab.

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18. Click on the User Assignments and Status tab and enter the following information:

19. Click Save. 20. Click the Next button in the upper right corner of your screen.

Use Pagelet Wizard to publish the activity guide pagelet 1. Enter the following information for the Pagelet ID and Pagelet Title:

2. Click the Publish Pagelet button. 3. You will see the following: Your Activity Guide has now been published as a Template Pagelet.

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4. Click the Next button in the upper right corner of your screen. Assign the Activity Guide to the WorkCenter page 1. Locate your WorkCenter Page and click the Edit Configuration button. 2. Make the following changes as shown in the screen shot:

3. Click Save. 4. Click Return to Manage WorkCenter Pages.

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Test your new Activity Guide Navigate to your WorkCenter Dashboard and test your new Activity Guide. Results:

This concludes the activity.

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ACT 4: Creating Administrator System Defined Pagelets In this activity we will create a System Defined Pagelet and incorporate it into our new WorkCenter Dashboard.

Activity Details: Creating our new Pagelet for Links, Queries and Reports/Processes 1. Navigate to the Enterprise Components Menu as shown below 2. Click Add a New Value. 3. Enter TM2D_WRK_CTR as the Configuration ID.

4. Click the Add button. 5. Enter the following information on the WorkCenter/Dashboard tab.

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6. We do not have any items to enter into My Work so we will not configure that tab. 7. Click on the Links tab and enter the following information:

8. Click on the Define link. 9. Change the Link type drop down menu to URL. 10. Enter the following information:

11. Click OK. 12. You may also insert a line and add your own organizations website if you like. 13. Click the Activate Links Settings when you are done. 14. Click Save. 32 | P a g e

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Results:

15. Click on the Queries tab and enter the following information:

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16. Click the Access link and make the query public:

17. Click OK. 18. Click Save. 19. Click on the Activate Queries Settings button when you are done. Adding our new pagelets to the WorkCenter 1. Navigate to your New WorkCenter and click the icon

and select Configure.

We will now add 2 additional tabs in the WorkCenter Pagelet area. There is currently 1 tab we created earlier in the class. We will create 2 additional tabs and put the Links as well as the Queries pagelets on them. 2. Scroll down to the lower area of the WorkCenter Page and click the plus sign to insert a new Pagelet Group.

3. Enter the following information: 4. The Pagelet Type is a Homepage Pagelet and the name of the pagelet is Links. You will need to search by the label (Links) not the technical object name. 34 | P a g e

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5. Click the magnifying glass and type in Links.

6. Select Links from the Search Results area. 7. Click the plus sign one more time and this will insert a 3rd tab for your WorkCenter.

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8. Click the magnifying glass and search for Queries this time. Select it from the search results.

9. Click Save. 10. Click the browser Refresh button. 11. Explore each of the new tabs. 12. You can make adjustments as necessary. a. Change tab order b. Add additional links and queries c. Add additional Homepage pagelets d. Test out your Activity Guide

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Results:

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