Insights 00: A Plan
by I’m creating a series of short posts on PeopleSoft Insights.
It would be nice to know where we’re going, how to get there, and we need some common language.
Category: Insights Dashboards
Insights Date Issues
I’ve encountered two issues with dates in PeopleSoft Insights Dashboards:
• Null dates in data tables
• Displaying the correct date rather than the UTC date
We’re going to discuss work arounds for these two issues using scripted fields.
Add a PSQuery to Insights Data Tables
Insight Data Table real estate can be a problem. Too many columns and they get pushed together with data and labels truncated and offset.
And it crashes.
The users always want more, but it’s not pretty.
But we do have a solution: put a PSQuery link in the data grid that is big as they want and will show whatever data you choose
Use Insights Dashboards in Navigation Collections
Use a PeopleSoft Fluid Navigation Collection to organize multiple Insights Dashboards
Add Insights Dashboards to Fluid Pages
Beginning with PeopleTools 8.61, we can embed Insights dashboards in Fluid pages. Meet the users where they are in their workflow and provide an Insights dashboard on the page next to their data.
Combine fields for Insights Dashboards
Add Scripted Fields to Insights Index Patterns to manipulate data to create more meaningful visualizations for our users.
Format Numbers in Insights Dashboards
The Insights default number format can clutter charts with excessive precision.
What if you want just to show one, or maybe no decimals in your chart?
Refresh Insights Index Patterns
Deleting and recreating your Insights Index Patterns removes all formatting and formulas. There also is a good chance to break all your visualizations using that Index Pattern.
Instead, refresh your Insights Index Patterns
Add URLs to Insights Dashboards
Every Insights dataset from PeopleSoft has a Drilling URL.
Use that URL in your Insights Dashboards to link the user back to PeopleSoft pages.