Kibana – Taking PeopleSoft Reporting Capabilities To The Next Level

Dec 15, 2021

Kibana – Taking PeopleSoft Reporting Capabilities To The Next Level

Kibana is an open source data visualization reporting tool that allows one to create dashboards on top of Elasticsearch indexed data. Beginning with PeopleTools version 8.58, it is integrated with the PeopleSoft user interface. It competes against Pivot Grids as a design choice for creating online analytical dashboards as well as Related Content on Fluid components in PeopleSoft.
By running against the Elastic indices, Kibana has a performance advantage against Pivot Grids. The data in the indices is fresh as of the last time the index was updated. Starting in PeopleTools 8.58.13 and 8.59, one can opt in for real time indexing with Elasticsearch. An additional benefit of Kibana is that it will not impact PeopleSoft online performance since it is not querying against the transactional database. Like Pivot Grids, it adheres to PeopleSoft Security.

when to user kibana vs pibot grids

Kibana comes with your PeopleTools installation, so there are no additional costs for licensing or implementation. To install Kibana, use the PeopleSoft provided ELK DPK (Elasticsearch, Logstash, and Kibana). You install both Elasticsearch and Kibana via this DPK. If you already have Elasticsearch installed, you must use this DPK to install Kibana! There is a security module built into the DPK for Kibana to work with PeopleSoft’s security. Kibana may be installed on the same or separate server where you have Elasticsearch installed.
PeopleSoft applications now deliver Kibana dashboards with associated visualizations through PUM images. The delivered dashboards are available in the PeopleSoft database. The delivered dashboards need to be deployed via PeopleSoft to the Kibana server after you have installed Kibana and have the associated Elasticsearch indices deployed as well.

One example of a delivered dashboard is the Benefits Utilization dashboard. You can hover over areas of charts, such as the donut chart in the image below to view data.

open in kibana employees by plan category

You can also interact with the chart to filter the data viewed in the dashboard. After selecting Health Benefits in the Employees by Plan Category donut chart, it is now filtered on that, and you can see filtered detail data as well in the Employee by Plan Type donut in the image below. This visualization now provides detail plan names for Medical, Dental and Vision plan types.

benafits utilization

Another part of the dashboard shows a stacked bar chart with information about the type of dependents covered by medical plan type.

dependents covered

One of the key features of Kibana is that it provides a rich set of visualization options. Here is an example of a Tag Cloud visualization from the delivered Absence Events Analytic dashboard. The bigger the font the more absences of this type have been requested.

tags

The Workforce Composition Dashboard includes examples of using the Metric (useful for KPIs) and Gauge type visualizations.

dashboard

And you can see your data in a simple table visualization. Here is an example from the delivered Workforce Equity dashboard including an opportunity to Export the data.

employees detail

Whether you use PeopleSoft’s delivered Kibana dashboards or create your own, there is tremendous opportunity to improve your online analytical reporting in PeopleSoft using the Kibana reporting tool.

 

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