{"id":32031,"date":"2026-01-06T08:57:33","date_gmt":"2026-01-06T08:57:33","guid":{"rendered":"http:\/\/kovaion-new1.local\/peoplesoft-pivot-grid\/"},"modified":"2026-01-06T08:59:58","modified_gmt":"2026-01-06T08:59:58","slug":"peoplesoft-pivot-grid","status":"publish","type":"post","link":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/peoplesoft-pivot-grid\/","title":{"rendered":"PeopleSoft Pivot Grid"},"content":{"rendered":"<p>The PeopleSoft Pivot Grid is a reporting tool used to provide a pivot table and chart representation of live data using PS Query data source. This enables users to visually display data in a dashboard. Data can be displayed in different views by performing operations such as pivoting and filtering, which enables business analysts to interpret data in a variety of ways.<\/p>\n<p>By Using Pivot Grid, you can view the data in these different visualizations like:<\/p>\n<p>&nbsp;<\/p>\n<h3>Pivot Grid only<\/h3>\n<ul>\n<li>You can analyze operational reporting data in a grid format, allowing for data pivoting, slicing, and dicing functionalities.<\/li>\n<\/ul>\n<h3>Chart only<\/h3>\n<ul>\n<li>You have the capability to visualize operational reporting data using charts, adjusting axes, applying filters, and exploring other dimensions and details through drilldowns.<\/li>\n<li>Furthermore, you can switch from a chart-only view to a grid display, enabling actions like pivoting data, interactive dragging and dropping, as well as slicing and filtering data to modify the grid\u2019s arrangement. Once the layout meets your requirements, you can seamlessly synchronize the chart with the grid view.<\/li>\n<\/ul>\n<h3>Pivot Grid and chart<\/h3>\n<ul>\n<li>You can visualize operational reporting data in both tabular and chart formats, with synchronized data between the two representations.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 dir=\"ltr\"><b>Business Benefits: \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/b><\/h2>\n<ul>\n<li><span class=\"TextRun Highlight SCXW64548773 BCX8\" lang=\"EN-US\" xml_lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW64548773 BCX8\">PeopleSoft p<\/span><span class=\"NormalTextRun SCXW64548773 BCX8\">ivot grids<\/span><\/span>\u00a0can be published as pagelets, so can be published on the home page or any other navigation.<\/li>\n<\/ul>\n<div dir=\"ltr\"><strong>E.g.:<\/strong>\u00a0Managers can use this pivot grid on their Dashboard to track the Employee\u2019s Report, Direct Line Reports, Employees Headcount etc.,<\/div>\n<ul>\n<li dir=\"ltr\">Users can take action directly from the chart\/report. \u2013 Related Content can be configured in the Pivot grid.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16986\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-1-300x173.png\" alt=\"peoplesoft-pivot-grid-1\" width=\"643\" height=\"371\" \/><\/div>\n<div dir=\"ltr\"><\/div>\n<ul>\n<li dir=\"ltr\">Drilling Down on the Aggregate Values<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div dir=\"ltr\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16985\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-2-300x150.png\" alt=\"peoplesoft-pivot-grid-2\" width=\"610\" height=\"305\" \/><\/div>\n<div dir=\"ltr\"><\/div>\n<div dir=\"ltr\">The detailed view displays the complete data of the grid and the Actions dropdown helps navigate to related links or action can be taken.<\/div>\n<ul>\n<li><strong><a href=\"https:\/\/web.archive.org\/web\/20240904204634\/https:\/\/www.kovaion.com\/blog\/peoplesoft-interwindow-communication\/\" target=\"_blank\" rel=\"noopener\">Inter Window Communication<\/a><\/strong>: Pivot Grid Pagelets can interact with each other and with the transaction pages. Configure Publication and Subscription with all the intersecting Prompt and Filter values between Pivot grids. We get the consistent behavior with progressive filtering in the publisher and subscriber.<\/li>\n<li>Pivot grids can be published as Related Content on any of the components, so that the user can refer to them easily.<\/li>\n<li>Displaying Grid from Chart-only view \u2013 Display the grid from a chart-only view and then perform various actions such as pivoting data, dragging and dropping, and slicing and filtering data to change the grid layout. After the layout is satisfactory, you can synchronize the chart with the grid view.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16984\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-3-300x224.png\" alt=\"\" width=\"620\" height=\"463\" \/><\/div>\n<p>&nbsp;<\/p>\n<ul>\n<li dir=\"ltr\">View grid option allows the user to display the results of the query in grid format and filters can be applied.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16983\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-4-300x207.png\" alt=\"peoplesoft-pivot-grid-4\" width=\"630\" height=\"435\" \/><\/div>\n<p>&nbsp;<\/p>\n<ul>\n<li dir=\"ltr\">PeopleSoft Pivot Grids allow the user to analyze data\u00a0within\u00a0the PeopleSoft application.\u00a0 The advantage here is that, as we all know, initial data analysis often leads to more questions and a need for deeper analysis. PeopleSoft Pivot Grids allow the user to dive deeper, all the way down to the transactional level into the system to grab more data for the desktop spreadsheet. It is cleaner, easier and more efficient.<\/li>\n<li dir=\"ltr\">Pivot Grids\u00a0<span class=\"TextRun Highlight SCXW191071289 BCX8\" lang=\"EN-US\" xml_lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW191071289 BCX8\">PeopleSoft<\/span><\/span>\u00a0<span class=\"TextRun Highlight SCXW191071289 BCX8\" lang=\"EN-US\" xml_lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW191071289 BCX8\">allow<\/span><\/span>\u00a0the user in a specific job role to focus on the activities that are most important to their specific job requirements.\u00a0 The user can immediately access the most Relevant information for their role. Information is easily prioritized, and action lists can be created.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 dir=\"ltr\"><span class=\"TextRun Highlight SCXW130861243 BCX8\" lang=\"EN-US\" xml_lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW130861243 BCX8\">The development process for Pivot Grids is streamlined into five stages:<\/span><\/span><span class=\"EOP SCXW130861243 BCX8\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/h2>\n<div dir=\"ltr\">\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"none\">Step 1:<\/span><\/b>\u00a0<b><span data-contrast=\"none\">Navigation:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Access the Pivot Grid Wizard through Main Menu -&gt; Reporting Tools -&gt; Pivot Grid.<\/span><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16982\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-5-300x232.png\" alt=\"\" width=\"657\" height=\"508\" \/><\/div>\n<p><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:150,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<div dir=\"ltr\">\n<p><b><span data-contrast=\"none\">Step 2:<\/span><\/b>\u00a0<b><span data-contrast=\"none\">Basic Details:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Provide essential information such as grid name, title, and type.<\/span><b><span data-contrast=\"none\">\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div dir=\"ltr\">\n<p><b><span data-contrast=\"none\">Step 3:<\/span><\/b>\u00a0<b><span data-contrast=\"none\">Data Source and Model:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Specify the data source type and PS Query name. Configure data model values, including axis and column details.<\/span><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16981\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-6-300x239.png\" alt=\"peoplesoft-pivot-grid-6\" width=\"601\" height=\"479\" \/><\/div>\n<p><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:150,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Step 4:<\/span><\/b><b><span data-contrast=\"none\">\u00a0Axis and Filters:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Define X and Y axes and establish filtering criteria.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16980\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-7-300x265.png\" alt=\"\" width=\"621\" height=\"548\" \/><\/div>\n<p>&nbsp;<\/p>\n<div dir=\"ltr\">\n<p><b><span data-contrast=\"none\">Step 5:<\/span><\/b><b><span data-contrast=\"none\">\u00a0Verification and Publication:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Verify the Pivot Grid\u2019s configuration and publish it as pagelets or related content.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16979\" src=\"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-content\/uploads\/2026\/01\/peoplesoft-pivot-grid-8-300x259.png\" alt=\"peoplesoft-pivot-grid-8\" width=\"598\" height=\"516\" \/><\/div>\n<div dir=\"ltr\"><\/div>\n<h3 dir=\"ltr\">Limitations on Pivot Grid:<\/h3>\n<ul>\n<li dir=\"ltr\">Supports only PS Query as data source.<\/li>\n<li dir=\"ltr\">Pivot Grid Does not have a Vertical Scroll bar for viewing data, but it displays all possible rows based on the current layout.<\/li>\n<li dir=\"ltr\">Performance when dealing with extensive datasets.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><strong>The Bottom Line<\/strong><\/h3>\n<div dir=\"ltr\">\n<p>PeopleSoft Pivot Grids empower users with dynamic and synchronized data visualization tools. The tool\u2019s versatility spans various visualization modes, and its integration within the application environment enhances usability and decision-making.<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"none\">Author:\u00a0<\/span><\/b><span data-contrast=\"none\">Dilip Kumar, Peoplesoft Consultant<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The PeopleSoft Pivot Grid is a reporting tool used to provide a pivot table and chart representation of live data using PS Query data source. This enables users to visually display data in a dashboard. Data can be displayed in different views by performing operations such as pivoting and filtering, which enables business analysts to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":22228,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-32031","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/32031","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/comments?post=32031"}],"version-history":[{"count":1,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/32031\/revisions"}],"predecessor-version":[{"id":32032,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/posts\/32031\/revisions\/32032"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media\/22228"}],"wp:attachment":[{"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/media?parent=32031"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/categories?post=32031"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stage.kovaionplay.com\/stage-kovaion\/wp-json\/wp\/v2\/tags?post=32031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}