PeopleTools Tech Tips
PeopleTools Tech Tips
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Password Protect your PDF Reports
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 & other options
11:08 Wrap Up
11:46 Fire the Color Correction Guy
CZcams link: czcams.com/video/emxkNxgq9i4/video.html
PeopleTools Tech Tips: peopletoolstechtips.com/bi-publisher-pdf-security/
Github: github.com/PeopleToolsTechTips/PT3-E044_PDF_Security
PeopleBooks PDF Security Options detail (8.61)
docs.oracle.com/cd/F98181_01/pt861pbr3/eng/pt/txml/SettingUpBIPublisher-997fcc.html
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
czcams.com/channels/bDI_amaP4s_AdBskpskAtw.html
zhlédnutí: 58

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zhlédnutí 110Před 3 měsíci
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
zhlédnutí 179Před 4 měsíci
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
zhlédnutí 394Před 6 měsíci
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
zhlédnutí 348Před 8 měsíci
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
zhlédnutí 90Před 9 měsíci
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
zhlédnutí 179Před 10 měsíci
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
zhlédnutí 371Před rokem
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
zhlédnutí 105Před rokem
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()
zhlédnutí 109Před rokem
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
zhlédnutí 228Před rokem
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
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Komentáře

  • @SowntharyaBalan
    @SowntharyaBalan Před dnem

    It is really useful .Thank you!

  • @homersimps335
    @homersimps335 Před 13 dny

    Very nice tutorial!👍

  • @EDUBERTUCCHI
    @EDUBERTUCCHI Před 13 dny

    Nice video

  • @martinzwarycz1577
    @martinzwarycz1577 Před 20 dny

    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!

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 15 dny

      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

    • @martinzwarycz1577
      @martinzwarycz1577 Před 12 dny

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

  • @eylinevonnyonateorozco3343

    Can I have in the pivot table a total field with the rows average instaead of sum?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 15 dny

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

  • @kdavis5450
    @kdavis5450 Před měsícem

    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?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před měsícem

      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).

  • @mpdroza
    @mpdroza Před 2 měsíci

    Thank you Randy! Awesome demo and ,again , thanks for extending the delivered function to a useful application (real world) demonstration.

  • @mpdroza
    @mpdroza Před 2 měsíci

    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!

  • @user-yr4js6ll6v
    @user-yr4js6ll6v Před 2 měsíci

    Thank you so much sir for sharing the valuable information.

  • @dilsebgmi922
    @dilsebgmi922 Před 2 měsíci

    Hi, how can you post the report to local folder downloads

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 2 měsíci

      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

    • @dilsebgmi922
      @dilsebgmi922 Před 2 měsíci

      @@PeopleToolsTechTips thanks will check on that

  • @HarikaKadali-ox7vp
    @HarikaKadali-ox7vp Před 3 měsíci

    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 ?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 3 měsíci

      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.

  • @swapnilgadekar2754
    @swapnilgadekar2754 Před 4 měsíci

    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

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 4 měsíci

      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)

  • @sayande8718
    @sayande8718 Před 4 měsíci

    Awesome content

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 4 měsíci

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

  • @EDUBERTUCCHI
    @EDUBERTUCCHI Před 4 měsíci

    Nice video

  • @amankumarshaw5407
    @amankumarshaw5407 Před 5 měsíci

    is it not possible to add signatures to it?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 5 měsíci

      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

  • @AlexeiTetenov
    @AlexeiTetenov Před 7 měsíci

    Thanks for sharing!

  • @mihirsahoo5191
    @mihirsahoo5191 Před 7 měsíci

    Excellent explanation

  • @toufiquekhan7684
    @toufiquekhan7684 Před 7 měsíci

    Hi Randy, just wondering how to populate date on runtime in PDF without any field from XML layout

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 7 měsíci

      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

  • @user-oq7lr2ej2b
    @user-oq7lr2ej2b Před 8 měsíci

    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

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 8 měsíci

      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

  • @user-oq7lr2ej2b
    @user-oq7lr2ej2b Před 8 měsíci

    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

  • @fabryddorf
    @fabryddorf Před 8 měsíci

    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

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 8 měsíci

      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.

  • @jormantag
    @jormantag Před 9 měsíci

    Hi Randy, is possible read text from a PDF with peoplecode ?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 8 měsíci

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

  • @sateeshkumarreddy117
    @sateeshkumarreddy117 Před 9 měsíci

    I’ve tried as it is but it’s not working.

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 9 měsíci

      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

    • @sateeshkumarreddy117
      @sateeshkumarreddy117 Před 9 měsíci

      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.

    • @RandallGroncki
      @RandallGroncki Před 9 měsíci

      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

  • @assaduzzamans
    @assaduzzamans Před 10 měsíci

    czcams.com/video/DTze-op1WCw/video.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

  • @AryanSharma-uj4sr
    @AryanSharma-uj4sr Před rokem

    Thats really helpful. Good job !

  • @ieatfriedpikmin
    @ieatfriedpikmin Před rokem

    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.

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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.

  • @indrapallodhi8474
    @indrapallodhi8474 Před rokem

    thanks buddy its very helpful for me

  • @jacobkolathu
    @jacobkolathu Před rokem

    Hey..Am facing an issue: " Preview a PDF Report In Word BI Publisher Add-in Results In Error: java.util.EmptyStackException"

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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>)

  • @user-qz7cu7du6f
    @user-qz7cu7du6f Před rokem

    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.

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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

  • @eswark444
    @eswark444 Před rokem

    Nice. How can we sort the data in excel template?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

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

    • @eswark444
      @eswark444 Před rokem

      @@PeopleToolsTechTips Thank you

  • @matheusfagundes1997

    Thanks a lot!

  • @muralikrushna6298
    @muralikrushna6298 Před rokem

    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
      @PeopleToolsTechTips Před rokem

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

  • @colladoluis21
    @colladoluis21 Před rokem

    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.

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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

  • @punto360reviews
    @punto360reviews Před rokem

    thank you, how can you track the Bi reports, i mean i need to track which users ran that reports a history of it.

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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.

  • @sateeshbatchu5071
    @sateeshbatchu5071 Před rokem

    How to convert Timestamp value (TEXT format) to Date format. Datevalue formula is truncating the time to 00:00:00.

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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!

    • @mmmspaghetti
      @mmmspaghetti Před 8 měsíci

      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.

  • @goldensword781
    @goldensword781 Před rokem

    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

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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

  • @durgavalluri9956
    @durgavalluri9956 Před rokem

    Thanks

  • @Movie-vk9cg
    @Movie-vk9cg Před rokem

    Best Peoplesoft channel.. please make video on Component interface and integration broker

  • @icoroz3186
    @icoroz3186 Před rokem

    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

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před rokem

      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

  • @rameshv7212
    @rameshv7212 Před rokem

    Super

  • @mrgreene3290
    @mrgreene3290 Před rokem

    Heart Sparky! <3

  • @mrgreene3290
    @mrgreene3290 Před rokem

    thank you so much for your videos, have been looking for recent release versions on BI Publisher with a clear understandable audio and images on how to setup and create BIP reports. Your channel is bookmarked, subscribed and saved. Looking forward to seeing the other videos.

  • @leungeric6327
    @leungeric6327 Před 2 lety

    how to remove duplicate row by using bi publisher excel out

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 2 lety

      This is telling me that there is a problem with your SQL or PSquery I think the best way is to work your data set BEFORE sending it to BI Pub to ensure there are no duplicate rows.

  • @Priyak1000
    @Priyak1000 Před 2 lety

    Hi, In JD Edwards BI Publisher I am using similar function "<?import:file:C:///psreports/pt3_stdhdr.rtf?>". If I put fixed path then I am able to import the sub template however, I am trying to get path "C:///psreports/pt3_stdhdr.rtf" in the XML element. But not able to go through. Will you able to guide?

    • @PeopleToolsTechTips
      @PeopleToolsTechTips Před 2 lety

      If I understand you correctly, you are attempting to put the URL to a sub-template in the data XML file and dynamically call the sub-template that way. I haven't tried this, but I don't think BI Pub will call the file. The branching and sub-template locations have to be in the template before it ingests the xml data file. The primary template needs to understand where all the possible sub-templates are located before data is introduced. Consider it a "Pre Compile" or "First Pass" compile while generating the report

  • @rahulpratapsingh4381
    @rahulpratapsingh4381 Před 2 lety

    great content... Thanks for making this. it was very helpful.

  • @lesleycarr9807
    @lesleycarr9807 Před 2 lety

    Love the PeopleSoft logo and Sparky the dog. Us Old Timers know what that is all about. Good video!

  • @JimMarion
    @JimMarion Před 2 lety

    This was fantastic! Great idea!

  • @peddakotlayashoda9405

    thank you so much sir its working i used lot of methods but finally i got the bi publisher from u rchannel thank so much sir

    • @Shivayadav-hj8qx
      @Shivayadav-hj8qx Před rokem

      What I should do after 64 bit how update Manager window open where it is tell me . I want to download in Excel

    • @peddakotlayashoda9405
      @peddakotlayashoda9405 Před rokem

      @@Shivayadav-hj8qx in excel it will come directly

  • @chris-malek
    @chris-malek Před 2 lety

    Welcome back Sparky!

  • @PradeepKumar-gq3jd
    @PradeepKumar-gq3jd Před 2 lety

    Using datasource as XML