People iq user guide

People IQ™
User Guide Version 1.0

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Contents
1. Getting Started with Oracle Business Intelligence and People IQ
2. Accessing Subject Areas and Requests Using the Oracle BI Answers Start
Page.
3. Accessing the Tabs in the Oracle BI Answers Workspace.
4. Running a Request from the Oracle BI Answers Start Page.
5. Creating a New Oracle BI Request or Changing the Criteria for an Existing
Request.
6. Specifying the Sort Order for Columns in Oracle BI Requests.
7. Publishing request onto Dashboard.
8. Sample list of reports under People IQ Dashboard.

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1. Getting Started with Oracle Business Intelligence
and People IQ
Overview of Oracle BI for End Users
Typically, organizations track and store large amounts of data about products,
customers, prices, contacts, activities, assets, opportunities, employees, and other
elements. This data is often spread across multiple databases in different locations with
different versions of database software.
After the data has been organized and analyzed, it can provide an organization with
the metrics to measure the state of its business. This data can also present key indicators of
changes in market trends and in employee, customer, and partner behavior. Oracle BI helps
end users obtain, view, and analyze the data.

Oracle BI Components
This topic provides a broad overview of Oracle BI components, from an end-user
perspective.
Oracle BI has two main components:

1. Oracle BI Presentation Services Oracle BI Presentation Services consists

of the following interfaces.
■ Oracle Business Intelligence Answers. Oracle BI Answers provides answers to

business questions. This interface allows users with the appropriate permissions to
build and modify reports, also called requests that let end users explore and interact
with information, and present and visualize information using charts, pivot tables,
and reports. Your organization may also have purchased prebuilt reports specific to
your industry. The results of an Oracle BI Answers request can be formatted, saved,
organized, and shared with others. A report can be configured to refresh results in
real-time. Reports created with Oracle BI Answers can be saved in the Oracle BI
Presentation Catalog and integrated into any Oracle BI home page or dashboard.
Results can be enhanced through options such as charting, result layout, calculation,
and drilldown features.
■ Oracle Business Intelligence Interactive Dashboards. Interactive Dashboards

provide points of access for analytics information. When an end user accesses Oracle
BI, the user’s default dashboard is typically the first page that appears. Dashboards
are typically used to display reports that contain content specific to the needs of
individual users or groups. Historical and current data sources can be merged into a

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single dashboard. Users with the appropriate permissions can place results from
Oracle BI Answers into dashboards for use by end users. Your organization may also
have purchased preconfigured dashboards that contain prebuilt reports specific to
your industry.
■ Oracle Business Intelligence Delivers. Oracle BI Delivers is the interface used to

create Oracle Business Intelligence Alerts based on analytics results. Specific results
can be detected within reports and the appropriate people notified immediately
through Web, wireless, and mobile communications channels. Oracle BI Delivers
uses intelligence bots called iBots to detect specific results. iBots are software-based
agents, driven by schedules or events that can access, filter, and perform analytics
on data based on specified criteria. Users with the appropriate permissions can use
Oracle BI Delivers to set up the conditions to trigger an alert. For example, if a user
should be notified when a particular event occurs, such as customer account going
critical, an alert can be created that will notify the user through a number of delivery
options, such as email or cell phone.

2. Oracle Business Intelligence Applications An Oracle BI application

consists of prebuilt, Industry-specific Oracle BI interactive dashboards and Oracle BI
reports that are built using Industry best practices and address key functional areas
within an organization. Dashboards and reports are tailored for each end user’s role in
an organization. Typically, Oracle BI applications are integrated with and accessible from
other operational applications, such as Oracle’s Siebel CRM applications. Oracle BI
applications are integrated with operational applications to provide business metrics in
reports, in context with an organization’s business function and industry.

Oracle BI applications include Extract Transform Load (ETL) routines to extract,
transform, and load data into the Oracle Business Analytics Warehouse. Oracle BI
applications also contain metadata that maps to the Oracle Business Analytics
Warehouse and a transactional database, and define key measures and metrics for all
levels of the organization. These measures and metrics are available to report designers
in Oracle BI Answers. Some organizations may prefer to build their own metadata,
Oracle BI Interactive Dashboards and Oracle BI reports. This mode is referred to as
stand-alone Oracle BI.

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Overview of People IQ
People IQ is a state-of-the-art HR analytics and reporting solution that enables HR
managers to forecast, create, calculate, and report on workforce key performance indicators
across the enterprise, regardless of the source system(s).
The People IQ solution can extract data from various sources including legacy ERP
systems, JD Edwards Enterprise One, PeopleSoft Enterprise 9.1, Oracle EBS 12.1 and Oracle
Fusion Human Capital Management. Data can also be extracted from Payroll, HR, Benefits,
Performance Management and other HRIS leveraging its prebuilt integration with all major
ERPs.
People IQ solution is integrated with and accessible from operational application.

What you can do with People IQ
1. View prebuilt Dashboards.
2. View prebuilt requests.
3. Create and save your own requests.
4. Create your own Dashboard and add pages to them.
5. Publish request to existing or newly created dashboard page.
6. Download the request results in (excel, pdf and other formats for further analysis)

Complete modules in People IQ:
1. Core HR with Oracle EBS and People Soft.
2. Benefit with Oracle EBS.
3. Performance Management with Oracle EBS
4. iRecruitment with Oracle EBS

Developments under process in People IQ:
5. OLM with Oracle EBS.
6. Payroll Analytics with Oracle EBS and People Soft.

Getting Started With People IQ:
After logging into Operational Application (i.e. Oracle EBS or People Soft), you need to
click on the relevant Oracle BI responsibility to access the People IQ.

For example, let’s assume that you have Oracle EBS as operational application then you
need to follow the below steps:

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Enter you credentials on Oracle EBS Login Page:

After entering your credentials you will have following screen:

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Now click on the OBI responsibility, here it’s (SBA Administrator) to go on the People IQ
page as below:

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2. Accessing Subject Areas and Requests Using the Oracle
BI Answers Start Page.
The Oracle BI Answers start page provides access to subject areas and saved requests.

NOTE: What you see in Oracle BI Answers depends on the permissions granted to your
user ID, so you may not see everything that is described in this section.

The start page has two main areas:

 Selection pane. The selection pane, located on the left side of the screen, shows
content saved in the Presentation Catalog, such as personal and shared requests and
filters, and your briefing books (if your organization licensed this feature).
 Workspace. The workspace, located to the right of the selection pane, initially
shows the subject areas you can work with to create requests.

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 When you make a selection from the selection pane, such as clicking a saved request,
your selection appears in the workspace so you can work with it.

 When you click a subject area in the workspace to create a new request, the selection
pane changes to show the columns and filters for that subject area that you can include
in a request, and the workspace displays the tabs for working with requests.

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After clicking on the Highlighted subject area, you will get the following screen:

To view saved requests organized by dashboard

1. Access Oracle BI and click the Dashboard tab.

2. Click the Dashboard tab in the selection pane.

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To view saved requests as stored in the Presentation Catalog

1. Access Oracle BI and click the Answers link.

2. Click the Catalog tab in the selection pane.

To search for a saved request

 Type all or part of its name into the Search text box, and then click the Search
button.

Search results are listed in the workspace.

To return to the Oracle BI Answers start page

 Click the Answers link from anywhere within Oracle BI.

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3. Accessing the Tabs in the Oracle BI Answers
Workspace
The Oracle BI Answers workspace displays the following tabs for working with a request:

 Criteria tab. This tab provides access to the columns selected for the request, and
buttons to access the most common view types.
 Results tab. This tab allows you to work with the results of the request.
 Prompts tab. This tab allows you to create prompts to filter the request.
 Advanced tab. This tab allows advanced users to work with the XML and logical SQL
for the request.

Each tab contains on-screen information and buttons to help you create, access, and
manage requests. On each tab, you can pause your mouse over each button for a
description of what it does. Following Table provides additional information about each tab.

To access the tabs in the Oracle BI Answers Workspace

Click a subject area to create a new request, or modify a saved request.

Table: Tabs in the Oracle BI Answers Workspace

Tab Description

Criteria Use the Criteria tab to view or change the columns and filters for the request.
Tab You can specify the order in which the results should be returned, column
subtotals, formatting (such as headings and number of decimal places), and
column formulas (such as adding a Rank or Percentile function). You can also
add or modify column filters.

Four common views are available from this tab by clicking the appropriate view
button:

Displays the compound layout view, where you can combine individual
views and arrange them for display on a dashboard.

Displays the table view, where you can show results in a table.

Displays the chart view, where you can show results in different kinds of
charts.

Displays the pivot table view, where you can take row, column, and
section headings and swap them around to obtain different perspectives.

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Use the Results tab to work with the results of a request, and create different
views of the results such as charts, tickers, and pivot tables. You can add a
Results variety of views, including charts and pivot tables that show the data, plain or
Tab formatted text that describes the results, HTML, and more.

The default results view is a simple table with a title. Your Oracle Business
Intelligence Presentation Services administrator may have configured a
different default results view for your organization.

You can combine views and position them anywhere on the page. For example,
you can create side-by-side pivot tables that reflect different views of the data,
charts that allow you to explore interrelationships in depth, and filters that limit
the results. If the request is embedded in a dashboard, the dashboard page
can also include links to additional requests of interest, related graphics, news
stories, and so on.

Prompts Use the Prompts tab to create prompts that allow users to select values to filter
Tab a request. Prompts allow users to select values that dynamically filter all views
within the request.

Advanced Use the Advanced tab to work directly with the XML and logical SQL generated
Tab for the request. If you know SQL and the structure of your underlying data
sources, you can use the Advanced tab to view and work directly with the SQL
statements generated for the request. For example, you can change the
subject area or add advanced SQL statements.

The Advanced tab also provides access to links that you can use to execute
saved requests from an external Web page, portal, or application.

NOTE: The Advanced tab is recommended for use only by developers or
experienced users with complex data analysis needs and capabilities. Only
users with the appropriate responsibilities are given access to the Advanced
tab.

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4. Running a Request from the Oracle BI Answers Start
Page
This section explains how to run a request from the Oracle BI Answers start page. You can
run a saved request or create a new request.

Your My Folders folder is designed to hold the requests that you run most often. This folder
is located at the top of the selection pane on the Catalog tab. The first time you see this
folder, it will be empty. You can populate it by saving requests to it.

To run a saved request

 In the selection pane, click a saved request from your My Folders list or from a
shared folder.

NOTE: Selecting a request from a folder causes the request to be executed immediately.

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To create a new request

 Click a subject area, select the columns and filters to include in the request, and then
click the Results tab or one of the result view buttons.

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5. Creating a New Oracle BI Request or Changing the
Criteria for an Existing Request
Use the following procedure to select the columns and filters to include in a request. The
subject area for the request is listed on the Catalog tab in the selection pane, together with
the tables and columns the request contains.

CAUTION: If you click your browser's Refresh button before you are done creating a
request, be aware that the browser will reload all frames and discard your changes.

To create a new request or change the criteria for an existing request

1. Perform one of the following actions:
 To modify an existing request, click it on Catalog tab in the selection pane, and
then click the Modify button.

The Criteria tab appears in the workspace.

TIP: To go directly to the Criteria tab, press and hold down the CTRL key when you
click the request.

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 To create a new request, click a subject area at the Oracle BI Answers start page,
or click the button to create a new request (located at the top of the Catalog tab
in the selection pane, and when you are working with a request, in the upper
right corner of the workspace).

Creating a new request clears any previous request from the workspace, and
allows you to continue working with the same subject area.

The subject area for the request appears in the selection pane, together with
its columns.

2. Click on columns to add them to the request.

TIP: In general, the request should contain at least one column from the Facts
table in the selection pane. Facts are the key additive measurements of business
performance, such as dollar sales per store, or the number of service requests
opened and closed each day. Running a request without including any facts generally
produces reports that are not meaningful, and can cause poor query performance or
unexpected results. If you want to build a request without any facts, you should first
consult your Oracle BI administrator.

3. Use the column buttons to control the use of each column in the request.

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For information about the column buttons, see table below.

4. To reorder columns in the workspace, drag and drop a column name from its current
location to another location.

5. To preview the results, perform any of the following actions:
 Click one of the result view buttons for a table, chart, or pivot table near the top
of the workspace.
 Click the preview button to see how results will look on the dashboard:

NOTE: If the preview button is not available, your Oracle BI Presentation Services
administrator has suppressed its display.

 Click the Results tab and choose a view from the drop-down list.

6. To save the request, perform one of the following actions:
 Click the Save Request button.

Table: Oracle BI Request Column Buttons

Button Description

Order By. The Order By button specifies the order in which results should be
returned, ascending or descending. You can order results by more than one
column. If you choose more than one column, the order is shown on the Order By
button.

You can click the Order By button to remove or change the sort order from a
column by clicking until the sorting is changed or removed.

Different images appear on the button, depending on the selected sort order. The
example button in this table shows two arrows side by side, one pointing up, the
other pointing down.

Format Column. The Format Column button lets you edit various format
properties for the column. The button displays the image of a hand with its index
finger pointing to the left and down.

Edit Formula. The Edit Formula button lets you change the column heading and
the formula for the column, such as adding a Rank or Percentile function. You can
also combine multiple values or ranges of values from a given column into bins.
The button displays the image of lowercase, italic characters fx.

Filter By Column. The Add Filter button lets you create or edit a filter for the
column. The button displays the image of a funnel.

Remove Column. The Delete button removes the column from the request. The
button displays the image of an uppercase X.

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6. Specifying the Sort Order for Columns in Oracle BI
Requests
In Oracle BI Answers, you can specify the sort order for one or more columns that appear in
a request. When you click the Order by button, it shows a new image to indicate the sort
order that the selected column will apply to the results.

To sort a request based on columns in Oracle BI Answers

1. In Oracle BI Answers, display the request with which you want to work.

2. Click the Order by button for the column you want to sort by.

The button changes to indicate the sort order.

3. Continue clicking the Order By button until the sort order you want appears.

Following table describes the available sort orders and the images on the Order by button
that represents them.

Table: Forms of the Oracle BI Answers Order By Button

Form Description

The image of two arrows—one pointing up, the other pointing down—indicates that
the selected column will not be used to sort the results.

The image of an up arrow indicates that the results will be sorted in ascending
order, using the items in the selected column.

A number that appears on an Order By button indicates that the column is not the
primary sort column applied to the results. The number corresponds to when the
sort order is applied.

In this example, which shows an up arrow with the number two, the column is used
as the second sort order column. The up arrow indicates that the results are sorted
in ascending order, using the items in the selected column.

The image of a down arrow indicates that the results will be sorted in descending
order, using the items in the selected column.

A number that appears on a Order By button indicates that the column is not the
primary sort column applied to the results. The number that appears corresponds to
when the sort order is applied.

In this example, which shows a down arrow with the number two, the column is
used as the second sort order column. The down arrow indicates that the results are
sorted in descending order, using the items in the selected column.

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7. Publishing request onto Dashboard.
Let’s assume we have saved above created request with name “Termination Test”,
now we will learn to add that report to a dashboard page.

Please follow the below steps:

1. Select the Dashboard where you want to publish your saved request as below:

2. Click on the “Page Option” tab and select “Edit dashboard” from the dropdown”:

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3. Select the dashboard page where you want to add the request as follow:

4. Now navigate to the Saved request and drag the request as below:

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5. Click on the save button and verify as below:

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8. Sample list of reports under People IQ Dashboard.
Global Counts Page:

Statistical Analysis Page:

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Headcounts Page:

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Demographics Page:

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