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PeopleTools Tech Tips
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Приєднався 16 сер 2020
PeopleTools Tech Tips: Getting things done with PeopleTools.
Get better insight and understanding into the PeopleTools development platform: PIA (PeopleSoft Internet Architecture). Check in here for tips and techniques helping to get your development faster and with more competence.
All code and PeopleTools projects can be found on our blog at peopletoolstechtips.com
Get better insight and understanding into the PeopleTools development platform: PIA (PeopleSoft Internet Architecture). Check in here for tips and techniques helping to get your development faster and with more competence.
All code and PeopleTools projects can be found on our blog at peopletoolstechtips.com
PBAddin64 Error in BI Pub Desktop after Office 365 Update Workaround
One of the recent Microsoft Office 365 updates broke the BI Publisher Desktop Add-In for Word and excel. Until this issue is fixed, many of us are not able to support existing or create new BI Publisher RTF report templates.
This video will walk you through a workaround that hopefully will get you working enough to support your ongoing production until Oracle provides us with a permanent solution.
Oracle community links with spreadsheet from User_86LUC
community.oracle.com/products/oracleanalytics/discussion/comment/58675#Comment_58675
community.oracle.com/products/oracleanalytics/discussion/22504/got-the-message-about-tbaddin64-add-in
MOS LInk to Bug 37054304 (MICROSOFT WORD BI PUBLISHER ADD-IN THROWING TBADDIN64 ERROR)
support.oracle.com/epmos/faces/BugDisplay?_afrLoop=406481169344901&id=37054304%40Oracle&bugProductSource=Oracle&_adf.ctrl-state=92j8glgzs_53
PeopleTools Tech Tips: peopletoolstechtips.com/bi-publisher-tbaddin64-error-work-around/
Production Notes:
A PT3 Production
Presenter: Randall Groncki
Camera Kid: Anjelica Groncki
Music: Vlad Gluschenko - Overseas
License: CC BY 3.0: creativecommons.org/licenses/by/3.0/deed.en
ua-cam.com/channels/bDI_amaP4s_AdBskpskAtw.html
This video will walk you through a workaround that hopefully will get you working enough to support your ongoing production until Oracle provides us with a permanent solution.
Oracle community links with spreadsheet from User_86LUC
community.oracle.com/products/oracleanalytics/discussion/comment/58675#Comment_58675
community.oracle.com/products/oracleanalytics/discussion/22504/got-the-message-about-tbaddin64-add-in
MOS LInk to Bug 37054304 (MICROSOFT WORD BI PUBLISHER ADD-IN THROWING TBADDIN64 ERROR)
support.oracle.com/epmos/faces/BugDisplay?_afrLoop=406481169344901&id=37054304%40Oracle&bugProductSource=Oracle&_adf.ctrl-state=92j8glgzs_53
PeopleTools Tech Tips: peopletoolstechtips.com/bi-publisher-tbaddin64-error-work-around/
Production Notes:
A PT3 Production
Presenter: Randall Groncki
Camera Kid: Anjelica Groncki
Music: Vlad Gluschenko - Overseas
License: CC BY 3.0: creativecommons.org/licenses/by/3.0/deed.en
ua-cam.com/channels/bDI_amaP4s_AdBskpskAtw.html
Переглядів: 550
Відео
Password Protect your PDF Reports
Переглядів 1414 місяці тому
Using PeopleTools and PeopleCode, we can add additional security features to BI Publisher generated PDF reports to help safeguard your company’s data. Jump to specific sections: 0:00 Intro 00:21 Where to find the code examples 00:44 Scope for this video 00:58 Why and How 01:30 Basic unsecured report demo 02:11 Simple Security 03:57 Advanced Security Options 07:39 Use PeopleCode to set password ...
PSQuery Date Math
Переглядів 1757 місяців тому
Date Math in PSQuery Working with dates in PSQuery can be frustrating unless you understand PeopleSoft MetaSQL functions for manipulating dates. Copy and pasting working SQL from a SQL Tool usually fails spectacularly in PSQuery... ...Unless you know how to use the Meta-SQL Jump to specific sections: 00:00 Intro 01:00 Why valid SQL date expressions don't work in PSQuery 02:50 Today 03:18 Now 03...
Creating Materialized Views in PeopleTools
Переглядів 2638 місяців тому
Materialized Views are views that are pre-resolved by the database and stored for later use. They have a physical existence inside the database. We can use Materialized Views to improve poor performance of complex SQL Views. That complex view is pre-rendered once and is then managed by the database. Queries using that view retrieve data from that prerendered table instead of re-executing the sl...
QR Codes in PeopleSoft BI Publisher Reports
Переглядів 62910 місяців тому
QR Codes are machine-readable graphics that store information. BI Publisher (theoretically) can print two types of codes: QR Codes and PDF417 codes. This video will: Walk through differences and usage of the two codes Adding them to PeopleSoft BI Publisher Reports Viewing/Previewing your templates Jump Ahead Intro: 0:00 QR Code Review 0:42 QR Code Vs PDF417: 1:18 QR Codes in PeopleSoft’s BI Pub...
DateTime fields in BI Publisher Excel Templates
Переглядів 644Рік тому
Bringing in Date-time fields into BI Publisher Excel templates can be challenging. Just placing them in our template results in a text field unusable by Excel as any kind of date or time and hard for the user to understand in a list of similar values. We'll demonstrate how to bring in Date-time fields from the XML file and convert it to an Excel Date-time format to make it more readable for you...
BI Publisher Report Categories
Переглядів 124Рік тому
PeopleSoft uses BI Publisher Report Categories to control if a user has access to run any specific BI Publisher report. This access controls whether a user can run a report and if they can even see the report definition. This allows us to leverage the BI Publisher architecture of separating the data from the report. Create one detailed data file for multiple templates of varying detail secured ...
PSQuery Record Security
Переглядів 233Рік тому
I’ve created a few PSQiueries and SQL statements to help clarify the current relationships between the Records, Roles and Users. Hopefully these can help you adjust security in your implementation so your PSQuery users have correct record access. *Note: The SQL and Queries shown in this video have been updated with more efficient code. Updated code available on both the PeopleTools Tech Tips si...
Component Search Record Overrides
Переглядів 488Рік тому
Component search records determine the search behavior and security for that component. Of course, this is for classic components. Fluid components require a search record defining the Level 0 key of the component, they just aren’t used. However, the search record can be overridden on the menu. One specific component’s search behavior can be very different if that component is on multiple menus...
PeopleTools Tech Tips at ReConnect 23
Переглядів 117Рік тому
PeopleTools Tech Tips will be at PeopleSoft ReConnect at Blueprint 4D in Dallas, Texas, USA from May 8 to 11. questoraclecommunity.org/events/conferences/peoplesoft-reconnect/ I will be presenting a session on BI Publisher Templates on Thursday, May 11 at 11:15 in Coronado B. This is the last session block of the conference on Thursday. I prefer to think they saved the best sessions for last. J...
IsMenuItemAuthorized()
Переглядів 128Рік тому
Different users have different navigational access to PeopleSoft. It’s a feature of the system. Administrators, managers and users of specialty areas have navigation access to pages that other users don’t even see in their menu and search results. IsMenuItemAuthorized() is a delivered PeopleCode function that tells us, True or False if the current user has access to a specific page. Jump to spe...
Expand your binds ...with PeopleCode
Переглядів 257Рік тому
PeopleCode has two little gem functions that expand binds: ExpandBindVar and ExpandSqlBinds. At first glance, these two functions look similar. A cursory glance at PeopleBooks show that they both expand binds in strings. Even the parameter list is the same (not). But they are used is two very different situations and are not interchangeable. Jump to specific sections: 00:00 Intro 00:13 Overvier...
BI Publisher PDF Templates
Переглядів 2,5 тис.Рік тому
BI Publisher can populate PDF Forms with information from your database. Some of these forms are business or industry related while many of them are official government forms. BI Publisher enables your system to populate data on the actual PDF form instead of creating and maintaining a separate, custom versions of that form as an RTF template. The savings in time and resources can be enormous. ...
Use XML Files in BI Publisher with PeopleSoft Batch Reporting
Переглядів 1,3 тис.2 роки тому
Use XML Files in BI Publisher with PeopleSoft Batch Reporting
BI Publisher Bursting in PeopleSoft
Переглядів 1,6 тис.2 роки тому
BI Publisher Bursting in PeopleSoft
Create BI Publisher Reports in PeopleSoft
Переглядів 8 тис.2 роки тому
Create BI Publisher Reports in PeopleSoft
BI Publisher Sub-Templates in PeopleTools
Переглядів 1,7 тис.2 роки тому
BI Publisher Sub-Templates in PeopleTools
Posting BI Publisher Reports to the PeopleSoft Process Monitor
Переглядів 1,3 тис.2 роки тому
Posting BI Publisher Reports to the PeopleSoft Process Monitor
Formatting Dates in BI Publisher Excel Templates
Переглядів 4,5 тис.2 роки тому
Formatting Dates in BI Publisher Excel Templates
Use PeopleTools Images in BI Publisher
Переглядів 8363 роки тому
Use PeopleTools Images in BI Publisher
Thank you so much sir. This has worked fine. 🎉
during installation the error install DIR get failed......
How to converthe english reports to French
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
Thanks, Randy for the helpful tips. I have couple of questions. 1. How to set font properties on pdf template? I have a pdf template that displays static text using calibri font, when i add a new field and set properties on field to use calibri font for the fields that i am printing, BI publisher is setting the field to Albany during generation. 2. How to add cdata sections to pdf templates?
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
I absolutely love your videos. Nice work! Could you point me to one that explains how to make a repeating frame repeat to the right in an excel template instead of down?
Thank you!! Exactly what I needed. Wish we didn't have to have to have hidden columns to make something so basic work!
I followed the steps, but the form will not populate the information that it is tagged to? How do I troubleshoot?
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.
Very helpful. Thank for this content!
Hi Randy, I enjoy and learn a lot from your videos and becomes an avid fan. Appreciate if you have time if you can create a tutorial for IB, AWE and Fluid Development also dubbuging technique on IB and cobol remote call. Thanks!!!!
It is really useful .Thank you!
Very nice tutorial!👍
Nice video
Hello, thanks a lot for the video! I have a question, if I want to have in the x-axis a date time unit, in that case a quarter, can i put that values with the effdt in the Label and color boxs and made a bar graph? Gretings from Argentina!
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
Can I have in the pivot table a total field with the rows average instaead of sum?
Unfortunately, the aggregations are only SUM and COUNT. Not Average
Can you do a pivot table in BI Publisher rtf template without aggregation? In Excel, I can choose Max value instead of couting or summing I have several Six categories that each represent a set time frame (Ex. Summer2, Fall, Winter, Spring, Summer1), There are several groups and within each group for each timeframe, there are several item codes. Each of those items could cost a flat amount or an amount per unit. I want a pivot table showing the items down the left with the timeframes across the top. In the section that would normally be aggregated, I want the exact amount associated with the item code. Can this be done in BI Publisher?
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).
Thank you Randy! Awesome demo and ,again , thanks for extending the delivered function to a useful application (real world) demonstration.
Thank you Randall for making this video and have the insight to include a more useful example for just beyond the standard rule of the functions. Much appreciated!
Thank you so much sir for sharing the valuable information.
Hi, how can you post the report to local folder downloads
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
In Video there is no looping/repeating condition added but still we are getting repeating fields (Employee Name) is repeating handled in any other way ?
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.
Is it specific to only Oracle DB? I tried scheduling it for our PS system which is based on Microsoft SQL Server but features are disabled for Mircosoft
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)
Awesome content
Thanks. I figure if I had to work with this. Someone else might also have to work with these too.
Nice video
Thanks
is it not possible to add signatures to it?
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
Thanks for sharing!
Excellent explanation
Hi Randy, just wondering how to populate date on runtime in PDF without any field from XML layout
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
Sir can you please explain about people tools also like application designer, people code, app engine and CI file layout, can you please make vedios evry day from starting it is easy to learn people soft to me because I don't have any guidance please sir
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
Hi, Sir I am a big fan you and your vedio, I just Started my carrier in people soft, Sir I kindly request you to please help me to learn more in people soft, Can you please teach me
Great Video Sir! Is there a way to have measure labels appear as rows? I did not find anything in this regards. Let's say on columns you have market codes, for each market codes you have a bunch of measures. On the rows i would like to shows : Number of rooms, number of guests, room revenue, food revenue, total revenue. For each market code i would like to see these values
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.
Hi Randy, is possible read text from a PDF with peoplecode ?
Not directly with PeopleCode. There may be a java library that can be called from PeopleCode to read the PDF data.
I’ve tried as it is but it’s not working.
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
ua-cam.com/video/DTze-op1WCw/v-deo.html How to create Matrix report Pivot Report using Oracle BI Publisher // Step by step instructions 1. Make data model using Oracle Reports Developer 2. Generate a XML output 3. Create a blank document in MSWord 4. Load the XML file from BI Publisher tab 5. Create a simple report using the Table Wizard 6. Change the Properties of the column as per instruction
Thats really helpful. Good job !
Thank you for this! We are trying to customize the initial home page for our users as well.. do you know of a way to remove the 'favorites' and 'recently visited' buttons that appear in the top header as well? I'm guessing it might have something to do with the branding, but I'm not seeing an easy way to just take them off.
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.
thanks buddy its very helpful for me
Hey..Am facing an issue: " Preview a PDF Report In Word BI Publisher Add-in Results In Error: java.util.EmptyStackException"
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>)
Can bi Publisher be built on browser-based O365 if no other tools are used instead? Because my company doesn't want to use O365 on desktop.
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
Nice. How can we sort the data in excel template?
Sort the data in your rowsets before sending it to the XML file
@@PeopleToolsTechTips Thank you
Thanks a lot!
Dear sir, Thank you so much for your nice video. It is really helpful. If possible Please share the field change code and custom application package code.
peopletoolstechtips.com/peoplecode-adding-images-to-bi-report/ This post has both those PeopleCode Events
Hi! I'm trying to use an Image in the last page footer of my report (cannot be repeated in all the page footers, just the last page), but I can't get going with it. Can you give me some advice of how to accomplished this? I'm using Word 2016 and BI Publisher Template Builder for Word 64bit.
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
thank you, how can you track the Bi reports, i mean i need to track which users ran that reports a history of it.
Tracking BI Pub reports is all up to you and how you implement If you are only running through the process scheduler, you can just query and filter the Process Monitor by the BI Pub Reports. That will show you the who and when of which report was run. However, if you are running BI Pub reports from the page (App Server, Not Process Scheduler), you can build a custom table showing each report run. Since you are using PeopleCode to generate and present the report, just add an entry to this table showing that which report was run, when and by who.
How to convert Timestamp value (TEXT format) to Date format. Datevalue formula is truncating the time to 00:00:00.
I'm going to get back with you by the end of the week on this one. I haven't yet used a timestamp in a BI Pub Report. My thought is that you have to first define your field in PeopleSoft as a date/time and make sure the time is correctly populated by the application. Then, use the same method in the RTF or Excel template, just allowing for the time instead of just date. This may be a good idea for a quick short how to on the channel Thanks!
Sateesh did you ever solve this problem? The alternative solution we're thinking of going with is changing the psquery select from DD/MM/YYYY HH:MM to YYYY/MM/DD HH:MM and not having another template column that transforms into an actual date format, this way we can have the time part and sorting will have the appearance of working.
Great guy . Thanks alot for the information . I wish you publish a video on how to build a really complex and advanced excel bip templates
Great suggestion - I'll put that on the list. I have a list of subjects I want to touch on before going into more detail about Excel templates. Thanks for watching and the great comment Randy
Thanks
Best Peoplesoft channel.. please make video on Component interface and integration broker
Thank you, it has been very helpfully, just a question exist a function or sometime close to the NVL function in rtf template, i mean the template put a zeros in the fields of null values (blank fields), thank you
Look into the conditional areas of the RTF template. If the value is zeros, don't show the zeros or show an alternate value to the user when zero
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