Wednesday, September 16, 2009

How to create cool charts in PeopleSoft


Visual tools like charts are great for your busy team members/managers to get a status of the current situation and trends. Our study have concluded that having a placing graph on an approval page is much more effective in cost awareness and control than having a separate report. Managers are too busy managing day to day activities to “seek” out information, better to have a one stop concept.

 

Following section describes how you can leverage the chart object provided in

PeopleSoft to enhance your dull web pages with charts.

 

1. Create Work Record

Create a work record and add a chart field

 

2. Page – Chart object

Create a page and insert the chart object

InsertàChart (Q)

 

3. Provide Component – Menu – Portal – Security

4. Add Chart PeopleCode under rowinit peoplecode

 

/* Purpose: Sample Code to create a basic chart on PeopleSoft web page. Chart will be a basic bar chart which highlights Actual Data and an overlay line for budget Developer: Steve Chun*/

 

/* declare chart object */

Local Chart &oChart;

 

/* create chart object */

&oChart = GetChart(ICONSULTINGINC.CHART);

 

/* pass any variable, this assumes that you have a custom view

IC_ACTUALS with fields: deptid, fiscal_year, amount_total & ic_month*/

&deptid = IC_ACTUALS.DEPTID;

&year = IC_ACTUALS.FISCAL_YEAR;

 

/* create stand alone rowset and populate */

&oRowset = CreateRowset(Record.IC_ACTUALS);

&oRowset.Fill(“where deptid = :1 and fiscal_year = :2”,&deptid, &year);

 

/* populate chart object with data and set X and Y axis */

&oChart.SetData(&oRowset);

&oChart.SetDataYAxis(IC_ACTUALS.AMOUNT_TOTAL);

&oChart.SetDataXAxis(IC_ACTUALS.IC_MONTH);

 

/* Chart properties */

&oChart.Type = %ChartType_2DStackedBar;

&oChart.HasLegend = True;

&oChart.LegendPosition = %ChartLegend_Right;

&oChart.XAxisLabelOrient = %ChartText_Vertical;

 

/* X & Y labels */

&oChart.XAxisTitle = "Monthly Budget vs Commitment";

&oChart.YAxisTitle = "Pre-Encum";

 

/*Overlay chart data type*/

&oChart.OLType = %ChartType_2DLine;

&oChart.OLLineType = %ChartLine_Dash;

 

/*Overlay rowset this assumes that you have a custom view

IC_BUDGETS with fields: deptid, fiscal_year, amount_total & ic_month */

&oRowset1 = CreateRowset(Record.IC_BUDGETS);

&oRowset1.Fill(“where deptid = :1 and fiscal_year = :2”,&deptid, &year);

 

/*Overlay Data set */

&oChart.SetOLData(&oRowset1);

&oChart.SetOLDataYAxis(NMWF_BUDGETS.AMOUNT_TOTAL);

 

 

 

CTY: Integration Consulting, Inc.

 

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