PantherSoft Financials Queries Office of the Controller

Agenda Office of the Controller Information about Running an Existing Query Websites Resources UPK Call Center What Data are you looking for? Relational Databases Defined Example Finding the Data Finding the Existing Data/Data Table Navigation Demo Tables to Know

Resources for Query Help Training Manuals and Guides are on-line at: Call Financial Systems and Support Services Help Desk Office of the Controller

What are you looking for? Office of the Controller Table 1 Table 2 Table 3

A RELATIONAL DATABASE matches data by using common characteristics found within the data set. The resulting groups of data are organized, and are much easier for many people to understand. Office of the Controller Relational Database

Office of the Controller Relational Database Same Data Data you are looking for Table Key

Office of the Controller Table 1Table 2 What information do you want? INNER JOIN An INNER JOIN is the most common join operation used in applications and can be regarded as the default join-type. Inner join creates a new result table by combining column values of two or more tables based upon the join-predicate, otherwise known as the parameters that identify the information you are looking for. The query compares each row of Table 1 with each row of Table 2 to find all pairs of rows which satisfy the join- predicate.

SpeedType Key Table Department ID SiteFund Program Code Activity Nbr SAMPLE TABLES Office of the Controller Department ID TableEmployee ID Table Department ID Department Name Manager ID Employee ID Employee Name General Counsel Admin Jones, Jane Controller's Office Smith, John Summer Orientation Garcia, Jose Economics Department Thomas, Samuel Field Name

How do you want to view the information Visualize the order of the table. Organize the information the way it makes more sense to connect and easily read. Rename field names so they are clear to all who need to read the report by editing the Heading from PS to Text. If the field contains a code such as “Y” or “N” it may not be necessary to change the Translate Value field to a word, however if it is a “C” or “P” (cancel, close, complete, pending, processed or paid), you may wish to identify the code. Most if not all fields can be aggregated by Sum, Count, Minimum, Maximum or Average Draw the Picture… Then pull the information to fit your vision Office of the Controller

Dept IDActivity NbrSiteFund Program Code Department Name Manager IDEmployee Name General Counsel Admin Jones, Jane Controller's Office Smith, John Transfer & Transition Srvc Garcia, Jose Economics Department Thomas, Samuel New Table Results Office of the Controller

Looking for the Data Find where the data is stored in PantherSoft Know what data you would like to associate to the information you are looking for  Remember: The less you filter the more information you get back from the system Office of the Controller

Travel Authorization

Office of the Controller Find the Existing Data/Data Table Hit Shift-Control-’J’ on this page

Office of the Controller Ignore Find the Existing Data/Data Table

Office of the Controller Navigation

Office of the Controller Navigation

Office of the Controller Navigation – Records Tab AKA Table Name

Office of the Controller Navigation – Record Tab DEPT_ID

Identify the Data you wish to display and how you wish to display it View all the Fields first before you display them in any report Select the data you would like to associate to the information you are looking for Re-arrange the columns so that on the report they are easily read and associated to each other If necessary sort the data for chronology Office of the Controller

Navigation – Query Tab SAME DATA

Office of the Controller Navigation – Prompt Tab

Office of the Controller Navigation – Fields Tab

Office of the Controller Navigation – Field Editor

Office of the Controller Navigation – Field Ordering

Office of the Controller Navigation – Criteria Tab

Office of the Controller Navigation – Criteria Properties

Office of the Controller Navigation – SQL Logic Tab

Office of the Controller Navigation - Run

Office of the Controller Navigation - Results

Office of the Controller Navigation – Saving Query

Office of the Controller Navigation – Saving Query Save the Query as private until you are ready to make it public. When you are ready to publish this query for public use, contact the Financial Systems and Support Services Business Analysts at

Office of the Controller Advanced Features – Expressions Tab

Office of the Controller Advanced Features – Looking for a Value in a List No limit on the number of values you can enter No limit on the number of lists you can have in the query Limit on the number of values you can see at a time Limit on the run time of the query If you use the incorrect values, the query will bomb

Office of the Controller Advanced Features – Looking for a Value in a List

Office of the Controller Advanced Features – Looking for a Value in a List

Office of the Controller Advanced Features – Looking for a Value in a List

Office of the Controller Advanced Features – Looking for a Value in a List

Office of the Controller Advanced Features – Expressions Properties

Office of the Controller Advanced Features – Unions

Office of the Controller Advanced Features – Unions

Office of the Controller Advanced Features – Unions

Office of the Controller Advanced Features – Unions

SpeedType Key Table Department ID SiteFund Program Code Activity Nbr SAMPLE TABLES DEMO Office of the Controller Department ID TableEmployee ID Table Department ID Department Name Manager ID Employee ID Employee Name General Counsel Admin Jones, Jane Controller's Office Smith, John Summer Orientation Garcia, Jose DEPT_TBLPERSONAL_DATA SPEEDTYP_TBL Link these three tables to obtain a report.

New Table Results Office of the Controller Dept IDActivity NbrSiteFund Program Code Department Name Manager ID Employee Name General Counsel Admin Jones, Jane Controller's Office Smith, John Transfer & Transition Srvc Garcia, Jose

Office of the Controller Demo Look for all Tables containing: TRAVEL ACCOUNTS PAYABLE CREDIT CARD Table Contains TAUTHVCHRCARD Data Equals TA 46405V 13000USER

Office of the Controller

Demo R ecreate these Queries: Commodity Card: List all Card Holders, Dept/Activity and Names CC_CARD_DATA PERSONAL_DATA Travel: Is TA linked to ER? FIU_ASSOCIATED_TRAVELAUTH EX_TAUTH_HDR EX_SHEET_HDR Office of the Controller Accounts Payable: AP Vouchers not Posted FIU_FSSS_AP_VCHRS_NOTPOSTED VOUCHER

Questions ? Office of the Controller

Open Lab