1. PeopleSoft Financials Basic Query Training
Financial Information Systems and Reporting
Finance Division/Controller’s Division
Michael G. Baker
Financial Information Systems Specialist
(706)
Financial Information Systems

2. Objectives PeopleSoft Financials Background
Log into Training Environment
What is a Query in PS Financials?
Query Viewer/Query Manager
Search for a Query
Run a Query
Schedule a Query
Add a Query to your Favorites
Queries we Recommend
Practice Time
Questions??

3. PeopleSoft Financials Background
PeopleSoft Financials is an integrated system that provides a wide variety of business modules to assist in the day-to-day execution and operation of business processes. PeopleSoft Financials is an effective and efficient means of working with and reporting institutional financial information.
Access -
Info-

4. Log into Training PS Financials Environment
Practice/Training Access
User ID: TRAINxx (01 to 25)
Password: WELC0ME1%

5. What is a Query in PS Financials???
A “query” is a request for information from a database.
Johns Hopkins University Library of the Peabody
Two types of “Queries”
-Public (everyone)
-Private (only you)
A “database” is a structured collection of records or data that is stored in a computer system.

6. Query Viewer/Query Manager
The “Query Viewer” used for running Queries only.
The “Query Manager” is used for Running and Editing Queries. (Advanced class topic)

7. Query Viewer Allows a user to: Run a Query to HTML or Excel
Schedule a Query
Add a Query to your “My Favorites”
Navigation to Query Viewer in PS Financials
Navigator -> Reporting Tools -> Query -> Query Viewer

8. Query Viewer – Search for a Query
Ability to search on a Query by:
-Description
-Query Name
-User Field Name
-Uses Record Name
Public Query Naming Standards:
-120_AP - Accounts Payable
-120_AM - Asset Management
-120_GL - General Ledger/Journal
-120_PO - Purchase Orders
-120_REQ-Purchasing Requisitions
-120_BPA-Budget,Planning, and Analysis
-120_SPA-Sponsored Accounting

9. Query Viewer – Run a Query
To Run a Query:
-Search/Find a Query
-Click either the HTML or Excel hyperlink beside the query that you want to run
-If there are prompts, you will be prompted to enter your criteria before the query runs

10. Query Viewer – Schedule a Query
1. Click on the Schedule hyperlink
2. Name the Run Control ID, and Add it
3. Write a description
4. Choose Run Date & Recurrence
5. Choose Type, Format, and Distribution
6. Click “OK”

11. Query Viewer – Add to Favorites
To add a query as a Favorite:
1. Search/Find a Query
2. Click on the Favorite Hyperlink to the right of the Query Name
*Once a query is a favorite, then it will come up when you open Query Viewer or Query Manager in “My Favorite Queries Box”*

12. Recommended Public Queries to Run
120_GL_JOURNAL_LIKE_CFC
This will list all expenses that have hit your CFC
120_GL_JOURNAL_LIKE_CFC_Vw
This will list all expenses that have hit your CFC with older history tables available
120_GL_JRNL_LIKE_CFC_REV_ONLY
This lists your revenue that was posted to your CFC, if it generates revenue
120_GL_BNR_JGEN_DEP_DETAIL
This lists your detailed lumped deposits from Banner

13. Recommended Public Queries to Run (Cont’d)
120_SPA_YRS_ACCTDESC
This lists all activity for your sponsored Project ID
120_SPA_EFT_RPTD_NEW
120_SPA_EFT_RPTD_EMP
These queries list effort reported by Project ID or EMLID
120_MCG0005_OPEN_ENC
This shows all open encumbrances for your Department ID
120_MCG0001_PG_STATUS_LIFE
This runs a query that used to be the “Project Grant Status Life Basis” report

14. Practice Time
Navigate on your own and utilize some of the recommended “Queries”.

15. Questions