Understanding PeopleSoft Insights Using PeopleSoft Search Framework

PeopleSoft Insights is an analytical engine that provides visual reports (visualizations) in the form of charts, tables, graphs and so on. The visualizations are based on queries that retrieve data from the PeopleSoft Search Framework.

Dashboard administrators use PeopleSoft Insights and the underlying analytics engine to create both dashboards and visualizations, which are then attached to dashboards. The dashboard can contain multiple visualizations. The visualization and dashboard are objects in PeopleSoft Insights, which must be imported into the PeopleSoft application.

Typically, a PeopleSoft user who has the Search Administrator role performs these tasks:

Imports dashboards.
Configures dashboards as tiles or related information.
Specifies user privileges for the dashboard.
End users access dashboards based on user privileges.
Deploys dashboards.

Note: Oracle recommends that you do not modify or edit a delivered dashboard or visualization. You may copy a delivered visualization and then modify it as per your business requirements.

For more information, see PeopleTools Search Technology, “Working with Insights Dashboards for PeopleSoft Application Data", Understanding Application Data and Insights Dashboards.

For more information about PeopleSoft Search Framework, see Understanding PeopleSoft Insights Using PeopleSoft Search Framework.

This table lists the PeopleSoft search definitions defined for FSCM Application Dashboards, which are delivered with a PeopleSoft image. Use the appropriate search definition to build your indexes. Keep in mind that search definitions must be deployed before you can build the index.

PeopleSoft roles are created to grant view or edit access for PeopleSoft Insights dashboards. A permission list is not necessary to access these dashboards. Refer to the table below to see roles associated to each search definition. For more information about assigning privileges, refer to PeopleTools Search Technology; “Working with Insights Dashboards for PeopleSoft Application Data”, Specifying User Privileges.

Note: Search definitions are used for component keyword search and dashboard analytics.

Search Definitions Used for Insights Dashboards	Product(s)	Insights Dashboard(S)	Role(S) Assigned
EP_AM_METRIC_KIB	Asset Management	Asset Analytics Dashboard Year-Over-Year Asset Analytics Dashboard	Insights AM Edit Privilege Insights AM View Privilege
EP_GL_KK_ACTIVITY_LOG_KIB	Commitment Control	Analyzing Commitment Control Using PeopleSoft Insights	Insights GL Edit Privilege Insights GL View Privilege
EP_CA_HDR_KIB	Contracts	Contract Analytics Dashboard	Insights CA Edit Privilege Insights CA View Privilege
EP_EX_SRCH_RISK_EXCP_KIB	Expenses	Travel Policy Violations Dashboard	Insights EX Edit Privilege Insights EX View Privilege
EP_EX_SRCH_EMP_EXCP_KIB	Expenses	My Proxy Expense Activity Dashboard	Insights EX Edit Privilege Insights EX View Privilege
EP_EX_SRCH_PERF_OPR_KIB	Expenses	Performance & Operations Dashboard	Insights EX Edit Privilege Insights EX View Privilege
EP_GL_LEDGER_KIB	General Ledger	Financial Performance Analysis Dashboard	Insights GL Edit Privilege Insights GL View Privilege
EP_GL_JOURNAL_KIB	General Ledger	Financial Position Trending Dashboard GL Operational Insights Dashboard	Insights GL Edit Privilege Insights GL View Privilege
EP_GL_ACT_BUDG_LEDG_KIB	General Ledger	My Budget Dashboard Controller's Key Metrics Dashboard	Insights GL Edit Privilege Insights GL View Privilege
EP_WM_WO_RESOURCES_KIB	Maintenance Management		Insights MM Edit Privilege Insights MM View Privilege
EP_AP_VOUCHERS	Payables	Early Detection and Monitoring Dashboard Trend Analysis Dashboard	Insights AP Edit Privilege Insights AP View Privilege
EP_AP_PAYMENTS_KIB	Payables	AP Payment Metrics Dashboard	Insights AP Edit Privilege Insights AP View Privilege
EP_PO_CONTRACT_KIB	Purchasing	Procurement Contracts Dashboard	Insights PO Edit Privilege Insights PO View Privilege
EP_PO_RECEIPTS_KIB	Purchasing	Purchasing Effectiveness Dashboard Purchasing Operations Dashboard	Insights PO Edit Privilege Insights PO View Privilege
EP_PO_POA_KIB	Purchasing	Supplier Activity Analytics Insights	Insights PO Edit Privilege Insights PO View Privilege
EP_AR_ITEM_ACT_COLL_KIB	Receivables	AR Collections Analysis Dashboard Collector Performance Dashboard	Insights AR Edit Privilege Insights AR View Privilege
EP_AR_CUST_AGING_KIB EP_AR_CUST_HIST_KIB	Receivables	Collector Dashboard Collections Manager Dashboard	Insights AR Edit Privilege Insights AR View Privilege
EP_BI_HDR_KIB	Billing	Billing Operations Dashboard Billing Analysis Dashboard	Insights BI Edit Privilege Insights BI View Privilege
EP_PC_PROJ_RES_KIB	Project Costing	Project Cost Analytics Dashboard Project Billing Analytics Dashboard Project Revenue Analytics Dashboard Year-Over-Year Project Analytics Dashboard	Insights PC Edit Privilege Insights PC View Privilege
EP_IN_ONHAND_KIB	Inventory	Item Lots Approaching Expiration Date Dashboard Non-Viable Item Lot Analysis Dashboard	Insights IN Edit Privilege Insights IN View Privilege
EP_CA_GM_PROJRES_INSIGHT	Grants	Cost Reimbursable Award Financials Dashboard	Insights GM Edit Privilege Insights GM View Privilege

Use the Deploy Insights Dashboards page to deploy dashboards and tiles. For more information about the Deploy Insights Dashboards page, see PeopleTools Search Technology: “Working with Insights Dashboards for PeopleSoft Application Data”, Managing a Delivered Dashboard.

Note: Before you deploy a dashboard, you must ensure that the prerequisites of installing and setting up PeopleTools Search Framework, OpenSearch, and Insights are completed. You must also ensure that the required search definitions are deployed and indexed successfully because component searches are visualizations in Insights are based on the indexes in the Search Framework.

For more information on building indexes, see Understanding the Build Index Process

Understanding PeopleSoft Insights Using PeopleSoft Search Framework

Understanding PeopleSoft Insights

Search Definitions and Privileges

Deploying PeopleSoft Insights Dashboards