Robin Mullinix Systems Analyst GeorgiaFIRST Financials PeopleSoft Query: The Next Step

50-minute Crash Course on PeopleSoft Query, for Intermediate… 2

Agenda Current Considerations – Overview of PeopleSoft Query – Training Resources – Some considerations Introduction to Intermediate (¿Advance?) Features – Where’s my data?!? – Demonstration – Where do we go from here – Which feature to start using, where? 3

High Level Overview of PeopleSoft Query An end-user reporting tool that allows you to retrieve information from the PeopleSoft database tables. Instead of writing code (SQL statements), you use a graphical user interface to extract the precise information that you are looking for. 4

Training Resources General Job Aids and Reference Documents: fin/documentation/category/general_jo b_aids_and_reference_documents fin/documentation/category/general_jo b_aids_and_reference_documents GeorgiaFIRST Financials Query courses offered through GeorgiaVIEW: 5

General Job Aids and Reference Documents 6

Where’s my data?!? Key Records list Others queries Browsing the tables ERD Firefox ‘lookup/view selection source’ {just easier in ff} 7

Key Records List 8

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ERD 10

Browsing the tables Bring up a table (in fplay) Look at the keys fields (in fplay) Add criteria for (some of ) the key fields (in fplay) Run it and see what you get (in fplay) 11

Firefox View Selection Source {very geeky} 12

Firefox View Selection Source 13

Firefox View Selection Source 14

Firefox View Selection Source 15

Firefox View Selection Source Questions? 16

In Tree Operator: Definition of a Tree A tree is the graphical hierarchy in PeopleSoft that displays the relationship between all accounting units (i.e., departments, projects, reporting groups, account numbers) an determines roll-up hierarchies. In a tree, to roll up is to total sums based on information hierarchy. Similar to “In List” You can use trees in query as a type of pre- built list. The list exists in your database already, as a PeopleSoft tree. 17

In Tree Operator Use existing tree, leverage the work put into building the tree Build a new one (please inform ITS Help Desk when you do so we can secure it from accidental modification by another Institution) Ease of maintenance: update the tree and all your queries automatically inherit any changes. 18

In Tree Operator 19

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In Tree Operator 34 Select above Select below

In Tree Operator 35

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In Tree Operator 37

In Tree Operator 38

In Tree Operator 39

In Tree Operator 40

In Tree Operator 41

Between Operator 42

Between Operator 43

Between Operator 44

Between Operator 45

Between Operator 46

Between Operator 47

Between Operator 48

Between Operator 49

Between Operator 50

In Tree or Between Operator Questions? 51

Left Outer Joins Ability to get information from another table when there may not always be a full join (for every row in A, there is always at least one row from B) between them 52

Left Outer Joins 53

Left Outer Joins 54

Left Outer Joins 55

Left Outer Joins 56

Left Outer Joins 57

Left Outer Joins 58

Left Outer Joins 59

Left Outer Joins 60

Left Outer Joins vs Inner Join Results using the standard join 61

Left Outer Joins Results of LOJ vs Full Join 62

Multiple Left Outer Joins Only against previous table – A left outer join B, but can’t A left outer join C (if there’s a B table between them) Could String LOJ to LOJ… but not a good idea – A left outer join B left outer join C Union, but field types must line up Connected Query as ‘substitute’ 63

Left Outer Joins Questions? 64

Connected Query Connected Queries offer the ability to do a Left Outer Join The output is xml We are still in the process of learning this new tool (BI Publisher, formerly known as XML Publisher) for rendering xml into ‘human readable’ format. 65

Connected Query 66

Drilling URLs Drilling URLs are the URLs that we define What’s a URL?!? A Uniform Resource Locator: the address of a web page, ftp site, audio stream or other Internet resource A uniform resource locator (URL) is a reference to a resource that specifies the location of the resource on a computer network and a mechanism for retrieving it Ok, instead of getting a static list of results, the results can contain links to more information: Interactive Results! 67

Drilling URLs Added feature to regular queries Can be added to existing queries Where should it go to (Add/Update page, or Viewer page?) Which fields should be links? Which Queries should we work on first? 68

Drilling URLs 69

Drilling URLs 70

Drilling URLs Questions? 71

Questions? 72

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