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  • December 6, 2016

A look at Pivot Grids in Campus Solutions

Lawrence Borgione
Campus Solutions Product Strategy Manager

Brian Bottcher also contributed to this blog article.  

Pivot Grids offer a robust way to visualize data that’s easy to use for your administrative users.   You’ve probably seen demonstrations or even used Pivot Grids in PeopleSoft Campus Solutions.  However, it’s been suggested that a great way for our customers to obtain hands on experience with Pivot Grids is to deploy an example to CS 9.2.  With CS 9.2 PUM Image 3 we delivered an At Risk Students Pivot Grid in the demo environment which is highlighted in the Enabling Student Success in Campus Solutions - Using Pivot Grid to Track Students At-Risk white paper. (Available at My Oracle Support, Information on PeopleSoft Enterprise Campus Solutions 9.2 (Doc ID 1683816.1) This Pivot Grid demonstrates tracking at-risk students by using standard delivered Peoplesoft Campus Solutions features..  The Pivot Grid gives users the ability to quickly and easily filter student data within Campus Solutions and take action through related actions and url’s.  Pivot Grids can be created from a PS Query using the Pivot Grid Wizard as shown in the step by step description in the white paper.  The PS Query that supports this demo Pivot Grid is SPY_SA_ARS and can be reviewed in the Query Manager by users with appropriate access.  Access the Pivot Grid itself (conveniently named  SPY_SA_ARS_PG ) by navigating to the Pivot Grid Wizard.  Since it illustrates many of the features (Related Content, Facets, etc.) that make Pivot Grids so usable, you can use this demo Pivot Grid as a reference to build out your own.  It's likely that you'll have to assign the Role PivotGridAdmin (Pivot Grid Administrator) to the user id that's being used in order to look at the Pivot Grid in the Pivot Grid Wizard. One of the most important features of  Pivot Grids is that they can be deployed to your administrative users in Fluid Homepages.  You can see how this works by logging into the delivered PUM Image 3 then add the pagelet to a delivered homepage or create a new homepage by following the instructions below.

Create a new homepage with At Risk
Students tile:

  • Select Personalize Homepage item from the Actions List icon and select the Add Homepage button. 
  • Enter a new Homepage Title such as "Tracking Student Success" and select the Add button. 
  • Select the Add Tile button,  Search and select  ‘At Risk Students’ and select Save. 

Or, to add the At Risk Students Tile and the Pivot Grid to an existing homepage:

  • Select Personalize Homepage from the Action list and select the homepage to which you want to add the Pivot Grid.
  • Select the Add Tile button on the Personalize Homepage page. Search and select At Risk Students as shown above

Learn more about creating  Pivot Grids by going to PeopleSoft Information Portal, Key Concepts: Pivot Grids section where you’ll find free online training videos.

(To our blog readers:   Sometimes we get questions about CS functionality in our blog's comments.  For responses related to CS feature functionality, we suggest submitting an entry on the PeopleSoft My Oracle Support Campus Solutions Community. It's an easy and fast way to connect with the experts on our Global Support team who will respond to you in a timely fashion.)


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