Connected Query Overview Michael Stutz (360)757-2251 (888)757-2616

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Presentation transcript:

Connected Query Overview Michael Stutz (360) (888)

Connected Query Overview The basics of Connected Query How to use Connected Query Connected Query - Step by Step Use with XML Publisher

Michael Stutz Connected Query Overview Independent PeopleSoft Consultant Started Technical, but now do both Functional & Technical Primary Focus on HCM and Campus Solutions 25+ years of IT industry experience 18 years of PeopleSoft consulting experience PeopleSoft v.2.11 – v.9.1 Lost Track of the number of PeopleSoft Projects I’ve been on Here to network and to share. Michael Stutz - (360) Michael Stutz Consulting Company

Agenda The Basics of Connected Query How to use Connected Query Connected Query – Step-by-step Use with XML Publisher Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company

The Basics of Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Query on Steroids Hierarchy Adds the element of Hierarchy to Query Ability to use as an XML Source Allows complex data input for XML Publisher with a GUI type creation mechanism Why the new tool? Query alone didn’t quite cut it, especially for Hierarchical Reporting Part of “migration” from Crystal Reports to XML Publisher Connected Query Overview

The Basics of Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Parent Query A parent query in a connected query is a query that has one or many child queries. The top level query in a connected query is the parent query. Child Query A child query in a connected query is a query that has a single parent query. A child query can also serve as a parent query if it has one or more child queries in the Connected Query definition. A child query can have one or more sibling queries. Connected Query Overview

The Basics of Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Sibling Query A sibling query in a connected query is a child query that shares a parent with another child query Mapping Query Fields Mapping query fields establishes the filtering relationship between values of selected fields in a child query and the corresponding fields in the parent query. Connected Query Overview

The Basics of Connected Query Michael Stutz - (360) Michael Stutz Consulting Company EXAMPLE – Parent Query Person Name EXAMPLE – Child Query Person’s Phone Numbers EXAMPLE – Sibling (also a child) Query Person’s Addresses Connected Query Overview

The Basics of Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Keys and Foreign Key Pieces of data (fields) that define the relationship between Parent information and Child information EXAMPLE: Employee ID Connected Query Overview

The Basics of Connected Query Michael Stutz - (360) Michael Stutz Consulting Company When to use a Connected Query As a Data Source for XML Publisher As a Data Source for other XML When your adhoc reports need Hierarchy (and you don’t want to bother IT for it) Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Quick Start Connected Query Manager Connected Query Viewer Schedule Connected Query Connected Query Overview

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Quick Start Connected Query Overview

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Quick Start Connected Query Overview

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Quick Start Connected Query Overview

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Quick Start

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Quick Start

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

How to use Connected Query Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Manager Insert a new query as a child of the selected query. Insert a new query as a sibling of the selected query. Delete a selected query. Open a related field selection section. Open a selected query in Query Manager in read-only mode. Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Connected Query – Step-by-step Michael Stutz - (360) Michael Stutz Consulting Company 1.Select Reporting Tools, Connected Query, Connected Query Manager 2.Select the Add a New Value tab. 3.Enter a name in the Connected Query field. 4.Define query ownership using the Public check box. 5.Select the status of the connected query using the Status drop-down list box. Connected Query Overview

Connected Query – Step-by-step Michael Stutz - (360) Michael Stutz Consulting Company 6.Optionally, enter description and comments for the connected query using the Description and Comments fields. 7.Select a parent query using the Parent Query field. 8.Optionally, click the View Query button to view the selected query. 9.Optionally, continue building your connected query by adding child queries, linking fields between parent and child queries, and so on. 10.Save your connected query. Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

Michael Stutz - (360) Michael Stutz Consulting Company Connected Query Overview

THE END The basics of Connected Query How to use Connected Query Connected Query - Step by Step Use with XML Publisher Michael Stutz (360) (888) Please Complete a Session Evaluation