1. Mary K. Olson 02.17.2009 Creating a PS Multiple Records Query

3. Query Specs Determine field/data needs Determine field location Determine criteria & joins Field NameField DescriptionFS_PS TableJoins & Criteria FISCAL_YEAR Fiscal Year PROJ_RESOURCE ACCOUNTING_PERIODAccounting PeriodPROJ_RESOURCE DEPT_IDPS department IDPROJ_RESOURCEequal to 11403 DESCRPS dept ID nameDEPT_TREEJoin with PROJ_RESOURCE PROJECT_IDProject NumberPROJ_RESOURCE EMPLIDEmplid of PIGM_AWARDJoin with PROJ_RESOURCE USING THE CONTRACT DESCR254Project title (long title)GM_AWARD JOURNAL_IDJournal numberPROJ_RESOURCEequal to ACC0022744 JOURNAL_DATEDate of Document was postedPROJ_RESOURCE ACCOUNTAccount number which was chargedPROJ_RESOURCE DESCRAccount DescriptionGL_ACCOUNT_TBLJoin with PROJ_RESOURCE DESCRDocument line descriptionPROJ_RESOURCE RESOURCE_AMOUNTAmountPROJ_RESOURCESUM

4. Find & Add First Record Commonly Used Records“ http://www1.umn.edu/ohr/prod/groups/ohr/@pub/@ohr/@trainingservices/documents/asset/ohr_asset_098783.pdf Type in the record name or a portion of the name Press ‘Search’ button Click on ‘Add Record’

5. Find Second Record Navigate to ‘Record’ tab Type in name of record Press ‘Search’ button Click on ‘Join Record’

6. Select Join Type, Record & Criteria Select type of join Select join record Select join criteria Press ‘Add Criteria’ button

7. Select Fields for Records A, B, C, & D Navigate to ‘Query’ tab Click on folder Select field(s) Repeat steps

8. Add Criteria for Fields Navigate to ‘Criteria’ tab Press ‘Add Criteria’ button Edit Criteria Properties Expression one type & expression Expression two type & expression

9. Edit Field Navigate to ‘Fields’ tab Press ‘Edit’ button Select Aggregate Function

10. Select Field Order of Rows Press ‘Reorder/Sort’ buttonType in numbers

11. Run Query Navigate to ‘Run’ tab Review data Download to Excel

12. Save & Find Query Navigate to ‘Query’ tab Press ‘Save’ button Enter in name & description of query Press ‘OK’ button Navigate to ‘Query Manager’ Search for query by name

13. PS Financial and Grants Management