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Learn how to embed Insights into Fluid pages in PeopleSoft 8.61. This step-by-step guide covers using Pivot Grids and Kibana to deliver real-time analytics and enhance user experience.
With PeopleSoft 8.61, Oracle has made great strides in improving user experience and functionality by introducing Insights—a feature that allows users to access contextual analytics and data directly within their business processes. One of the most powerful aspects of this feature is the ability to embed Insights into Fluid pages. This allows users to interact with real-time data and key metrics without leaving the page they’re working on.
In this blog, we’ll explore the concept of Insights in PeopleSoft 8.61 and provide a guide on how to embed them in Fluid pages.
PeopleSoft Insights are in-page analytics that provide users with actionable data right within the context of their current activity. These Insights leverage Pivot Grids, BI Publisher, and Kibana dashboards to display meaningful metrics that help decision-making.
By embedding these insights into Fluid pages, you can:
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Fluid pages in PeopleSoft are designed to be mobile-friendly, intuitive, and responsive. By embedding Insights into these pages, you enhance the overall user experience by:
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Here’s a step-by-step guide to embedding Insights into a Fluid page:
Before embedding the Insight, you need to create the underlying analytic using either Pivot Grids or Kibana dashboards.
If you already have a Fluid page where you want to embed the Insight, skip to Step 3. Otherwise, create a new Fluid page using PeopleSoft’s Page and Field Configurator.
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Once the Fluid page is set up and Insights are embedded, deploy the changes to the appropriate environment (development, UAT, or production) and test the functionality:
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Embedding Insights into Fluid pages in PeopleSoft 8.61 elevates the user experience by integrating analytics directly into the business process. This not only helps in better decision-making but also streamlines workflows by reducing the need to navigate between different screens. With proper setup using Pivot Grids or Kibana, users can visualize data in real-time, enhancing efficiency and productivity across the organization.
By following the steps above, you can seamlessly embed Insights into your Fluid pages and unlock the full potential of PeopleSoft’s analytics capabilities in your organization.
Whether it’s embedding real-time Insights, enhancing Fluid UI, or planning your next upgrade, Kovaion is here to help.
With PeopleSoft 8.61 introducing powerful features like in-page analytics, now is the right time to elevate your enterprise experience. If you’re exploring ways to boost usability, streamline processes, or upgrade your PeopleSoft environment, our experts can guide you every step of the way.
Connect with us today to learn how we can support your digital transformation journey with PeopleSoft!
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