PeopleTools 8.55 is an important release with lots of exciting features. We recently held a Partner Summit, where PeopleSoft Development and Strategy met with many of our implementation partners to describe and discuss the new capabilities of our products and the value they provide to customers. One feature that garnered quite a bit of interest is our new Simplified Analytics feature.
Simplified Analytics is important because it puts reporting and analytic power in the hands of end users. It enables users to generate ad hoc analytics in the context of transactions. This can be tremendously valuable for a myriad of business processes. For example, when a manager wants to give an employee a raise, they may want to analyze how that employee is currently compensated compared to peers in the same role and performance class. Or suppose a person is working with suppliers and they want to determine which suppliers to use. They may want to analyze suppliers’ performance, price, etc. Simplified analytics can be valuable in so many transactions, the list is almost endless. And again, end users can employ this feature without having to turn to technical experts to generate reports for them.
Let’s look at how this would work from the end user perspective for one of the use cases I mentioned above: I am a manager who is planning to give one of my employees a raise, and need additional information to provide the appropriate amount.
As a manager, I use Related Actions to initiate a Salary Change for Rosanna, one of my subordinates.
This takes me to the transaction where I can provide the change, but I’m not sure how much to give Rosanna, so I create a new analytic in the related information section on the right side of the page.
This initiates the simple process for generating a Simplified Analytic. Note that the analytic is contextually bound, so the results are generated for me as the user of the transaction in this context.
It’s quite easy for me to create the analytic I want for my purpose with this guided process. First, I’ll give my new analytic a name and determine how I want the data visualized.
In this case I’ve chosen a chart to render the output. Next I’ll choose the data that I want. Notice that the Manager name is already determined. (Betty is the person I logged in as.)
I can select or deselect fields until I have what I want.
When I save the Analytic, it is presented to me using the visualization I chose earlier; in this case, a chart.
Note that I have row and column data, and other data is represented as facets. Facets can be selected to filter the results, or I can drag data items to or from the Row and Column areas to slice and dice the analytic any way I wish. It’s flexible and powerful.
In this case, I’ve dragged the Department field to the Row area, which changes the Analytic and gives me a new perspective on the information.
Now when I save the analytic, it appears in the related information area so I can run this any time I’m in this transaction. The data is fresh and secure.
If I’ve created an analytic that I want to use frequently and have at hand regardless of context, I can easily create a tile for it and add it to any of my home pages.
Now the analytic appears as a tile, and I can run it easily any time from my home page.
As you can see, creating simplified analytics is easy and fast for end users. It is wonderfully useful, because users can get the information they need when they need it, without having to seek assitance from IT or reporting experts.
Our applications teams will be delivering some simplified analytics with our products, so you will see some when you simply take upcoming PeopleSoft Update Images. However, simplified analytics are easy to create, so you can provide them to your users wherever you see a need.
Look for more posts on this topic. We’ll also cover how to publish reports to make them available to other users, and we’ll show you how to set up simplified analytics to make them available for your end users.