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Here is a link to the Github with the data set and rtf templates for the pivot grid demo github.com/PeopleToolsTechTips/PT3_E030_BI-Pub-PIvot-Grids

In general theory, yes. You can make your drilling URL any URL, it just has to be unique for the data. It can be a link to a file or something else. However, the person has to be a PeopleSoft user to see the link at all in PeopleSoft's implementation of Insights. There is a security plug in that checks to see if the user has access to the data in the analytics.

I have not had the requirement to switch a reports language. So my ideas are theoretical rather than experience. You would control different language versions of the PDF at the template level - a different template for the different languages. Stating the 3 digit language code while generating: ProcessReport(TemplateId, LanguageCD, AsOfDate, OutputFormat). LanguageCd is supposed to help out with fonts and page orientation. But you would declare the different template in that function too

I'm not sure you can add CData sections to PDF templates. In the end, it's just putting a layer of text on the page and nothing fancier than that. The PDF template is supposed to handle the fonts and formatting. To change the font, double click on the field on the PDF Temple. On the Popup box, select the "Appearance" tab and change the font there. Note though that these fonts have to be available on the server generating the report - whether it be the App Server or Report Server. Your Windows PC may have the fonts while in design, but that server also needs the fonts. Anytime a PDF renders and the specified font is not available, it will pick from it's list of default available fonts to use instead

Please email me a copy of your pdf template and the sample xml file - randy@peopletoolstechtips.com. It's difficult to understand your issue without the docs.

If I understand your question correctly, I think you can. On the properties box of the Chart Wizard, you will see the "Data Label" section. In that section, set "Data Visible" = true, and then set the "Data Position" to the best option given your data. This should put the value of the bar in the chart

@@PeopleToolsTechTips i gonna try, thanks u again! I changed some fields but the idea it´s the same

Unfortunately, the aggregations are only SUM and COUNT. Not Average

I've been thinking about this one. The best idea I can think of is to pre-massage your data so that only one entry per category is found for the pivot table and use summation (not count).

No - not directly unless you do some advanced configuration where the report server has direct access to your local drive - which is not practical in an enterprise environment. It can post to a common network folder that both the report server and users have access

@@PeopleToolsTechTips thanks will check on that

A challenge with PDF templates is that we have to work with a defined, fixed space as apposed to RTF templates where we can loop forever and let the document page break. Try and put too much into a PDF field and the data just gets cut off. I handle looping in PDF templates in my XML file. if there is a grid on the PDF document, I assign a unique XML tag to each cell of the grid. The rules of many government forms with too much data for one field is to either attach an addendum page at the end of add another copy of the same form with the overflow data in the same field of the next page. This is handled in the XML file creation, not the template. With the use of an addendum page, you may want to make that a separate report and do a PDF Join afterward. In the case of a milt-page report where one page may be inserted multiple times for large data sets, create that page separately and PDF join afterwards.

I only have access to Oracle DB. But it should work for SQLServer. Look at the PTMATREFVW App Engine - there are sections in there specific to DB2, SQL Server and Oracle. I don't understand what you mean by "Features are disabled". Are you selecting the view and saving before attempting to do anything else? How that page works is a little different from the normal PeopleSoft Run Control Page. 1 - Select view. 2 - Save 3 - Run (schedule process)

Thanks. I figure if I had to work with this. Someone else might also have to work with these too.

Thanks

How do you mean signatures? I don't think you can add document signatures such as DocuSign or Adobe e-sign since we need to strip down the templates to Acrobat 5.0. However, if the user already electronically signed in PeopleSoft, you may be able to represent that signature with an image on the printed PDF

Are you talking about a PDF Template our PDF output? If you are using an RTF template to generate a PDF, you can use the XDO function to get the current date: <?xdofx:sysdate()?> Here is a link to helpful XDO functions available in RTF templates docs.oracle.com/middleware/12212/bip/BIPRD/GUID-B39D756A-C54D-4C64-A822-DD2CFFC3A54E.htm#BIPRD3160

Welcome to the PeopleSoft world! Here's how to come up to speed with PeopleTools: 1) get your own PeopleTools PUM or OCI environment to practice on. Setting up a pum on your own machine is cheapest (free) but will not have ElasticSearch or Kibana Start learning stuff. Here are some resources: Here's some resources to help you get up to speed with PeopleTools: www.peopletoolstechtips.com www.youtube.com/@JSMpros www.jsmpros.com/ www.youtube.com/@PeopleSoftChannel Read Jim Marion's book www.amazon.com/PeopleSoft-Developers-PeopleTools-PeopleCode-Oracle-ebook/dp/B00164X312/ref=pd_sim_sccl_1_1/137-5674911-5315148?pd_rd_w=JndRv&content-id=amzn1.sym.deea2496-fc60-414f-9888-d6b71c774bf1&pf_rd_p=deea2496-fc60-414f-9888-d6b71c774bf1&pf_rd_r=DMR35ETJSN1MSZD7Y7QN&pd_rd_wg=7C5vu&pd_rd_r=54c2eb97-920b-46f2-9843-1c88378cda2a&pd_rd_i=B00164X312&psc=1

Unfortunately, I'm not sure that BI Pub can work with that multi-dimension data in a pivot grid. You would be working with multiple numbers in the grid representing different items that you would not want analyzed together. Ie: you wouldn't want to sum rooms and guests together. It would be fun to try. You would have your market as a key, and the rooms, guests and different revenues as different fields in that data row. Then drag all those data rows into the grid.

Not directly with PeopleCode. There may be a java library that can be called from PeopleCode to read the PDF data.

Just guessing But make sure the column bringing in the date from the XML file is formatted as text. Then use the excel date formula on that text field

Yeah, I’m going through the same steps but still it’s not working. And is there any way can we do this with out creating a column.

Not that I’m aware of. You can start just by bringing in as text and displaying the next if it doesn’t matter if that field is type text and not date. The human will see it as a date

It's not a preference to remove them like the notifications. But you can remove them from the NAVBAR fluid home page. Just go there in PeopleTools > Portal > Structure and Content and navigate to the NAVBAR fluid home page. On the Tiles Tab, uncheck the Favorites and Recents tiles.

Looks like you may be having an issue with Sub-Templates. Look at my Sub-Templates post and go down to Appendix "A" peopletoolstechtips.com/bi-publisher-sub-templates/ . This error happens when either it can't find the called sub-template in the path or the XDO.CFG file needs editing to turn off xdk-secure-IO-Mode (<property name="xdk-secure-io-mode">false</property>)

I don’t think so. BI Pub desktop is installed locally and interacts directly with the locally installed MSWord. There’s really nothing for it to hook into on the browser version of Word

Sort the data in your rowsets before sending it to the XML file

@@PeopleToolsTechTips Thank you

peopletoolstechtips.com/peoplecode-adding-images-to-bi-report/ This post has both those PeopleCode Events

Hi Luis, A couple of thoughts on this one - there's lots about your report I don't know. One idea is to make the last page of the report a separate page rather than have it as just another iteration of the repeating rowset. Another idea is to make the last page a totally separate BI Pub Report and then use the PDF Merge facility in PeopleCode to re-combine the report into one document