1. 2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher
Session Number: 14023
2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher
Michael Stutz
(360)

2. Presenter: Michael Stutz
Independent PeopleSoft Consultant Mostly Technical with some Functional Primary Focus on HCM and Campus Solutions 25+ years of IT industry experience 20 years of PeopleSoft consulting experience PeopleSoft v.2.11 – v.9.2 Lost Track of the number of PeopleSoft Projects I’ve been on Here to network and to share.
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3. Agenda
The Basics of Connected Query How to use Connected Query Connected Query – Step-by-step What is XML? The Basics of XML Publisher Using Connected Query with XML Publisher
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4. The Basics of Connected Query
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5. PeopleSoft Query and Connected Query
The PeopleSoft Query tool interacts with and is a key component of . . .
XML Publisher
Application Engine
Workflow
Security
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6. The Basics of Connected Query
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
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7. The Basics of Connected Query
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.
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8. The Basics of Connected Query
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.
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9. The Basics of Connected Query
EXAMPLE – Parent Query
Person Name
EXAMPLE – Child Query
Person’s Phone Numbers
EXAMPLE – Sibling (also a child) Query
Person’s Addresses
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10. The Basics of Connected Query
Keys and Foreign Key
Pieces of data (fields) that define the relationship between Parent information and Child information
EXAMPLE: Employee ID
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11. The Basics of Connected Query
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)
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12. How to use Connected Query
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13. How to use Connected Query
Connected Query Quick Start
Connected Query Manager
Connected Query Viewer
Schedule Connected Query
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14. How to use Connected Query
Connected Query Quick Start
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15. How to use Connected Query
Connected Query Quick Start
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16. How to use Connected Query
Connected Query Quick Start
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17. How to use Connected Query
Connected Query Quick Start
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18. How to use Connected Query
Connected Query Quick Start
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19. How to use Connected Query
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20. How to use Connected Query
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.
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21. Connected Query – Step-by-step
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22. Connected Query – Step-by-step
Select Reporting Tools, Connected Query, Connected Query Manager
Select the Add a New Value tab.
Enter a name in the Connected Query field.
Define query ownership using the Public check box.
Select the status of the connected query using the Status drop-down list box.
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23. Connected Query – Step-by-step
Optionally, enter description and comments for the connected query using the Description and Comments fields.
Select a parent query using the Parent Query field.
Optionally, click the View Query button to view the selected query.
Optionally, continue building your connected query by adding child queries, linking fields between parent and child queries, and so on.
Save your connected query.
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24. What is XML?
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25. HTML: XML’s First Cousin
What is XML?
HTML: XML’s First Cousin
Hypertext Markup Language
Hypertext is text displayed on a computer or other electronic device with references (hyperlinks) to other text that the reader can immediately access
Uses “<“, “>”, “/”, and a few other characters to designate code
<html>
<head>The Hello World Page</head>
<body>Hello World</body>
</html>
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26. What is in a Name? What is XML? Extensible: Markup Language
Capable of Extension. Expandable. Able to Grow.
Markup
Add comments using writing or marking. Annotate.
Language
System of complex communication.
Put it all together and what do you have?
An expandable system for describing and annotating information in a way that both contains the information but is also distinguishable from the information itself.
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27. Tearing XML apart What is XML?
<?xml version="1.0" ?>
<query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi=" xsi:noNamespaceSchemaLocation="">
<row rownumber="1"> <EMPLID> </EMPLID>
<NAME> Michael Stutz </NAME>
<ADDRESS1> Eagle Drive </ADDRESS1>
<CITY> Burlington </CITY>
<STATE> WA </STATE>
<POSTAL> </POSTAL>
</row>
<row rownumber="2"> <EMPLID> </EMPLID>
<NAME> Jimmy Joe "Jimbob" Jordan </NAME>
<ADDRESS1> 500 Bubba Lane </ADDRESS1>
<CITY> Croc Creek </CITY>
<STATE> Alabama </STATE>
<POSTAL> </POSTAL>
more data
</query>
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28. Tearing XML apart What is XML? <?xml version="1.0" ?>
<query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi=" xsi:noNamespaceSchemaLocation="">
data
</query>
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29. Tearing XML apart What is XML?
<row rownumber="1"> <EMPLID> </EMPLID>
<NAME> Michael Stutz </NAME>
<ADDRESS1>12582 Eagle Drive </ADDRESS1>
<CITY> Burlington </CITY>
<STATE> WA </STATE>
<POSTAL> </POSTAL>
</row>
<row rownumber="2"> <EMPLID> </EMPLID>
<NAME> Jimmy Joe "Jimbob" Jordan </NAME>
<ADDRESS1> 500 Bubba Lane </ADDRESS1>
<CITY> Croc Creek </CITY>
<STATE> Alabama </STATE>
<POSTAL> </POSTAL>
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30. Tearing XML apart What is XML?
<?xml version="1.0" ?>
<query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi=" xsi:noNamespaceSchemaLocation="">
<row rownumber="1"> <EMPLID> </EMPLID>
<NAME> Michael Stutz </NAME>
<ADDRESS1> Eagle Drive </ADDRESS1>
<CITY> Burlington </CITY>
<STATE> WA </STATE>
<POSTAL> </POSTAL>
</row>
<row rownumber="2"> <EMPLID> </EMPLID>
<NAME> Jimmy Joe "Jimbob" Jordan </NAME>
<ADDRESS1> 500 Bubba Lane </ADDRESS1>
<CITY> Croc Creek </CITY>
<STATE> Alabama </STATE>
<POSTAL> </POSTAL>
more data
</query>
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31. Here is where we find XML . . .
What is XML?
Here is where we find XML . . .
PeopleSoft Integration Broker
PeopleSoft Application Designer
PeopleSoft Query
PeopleSoft Connected Query
XML Publisher
WSDL**
WSIL**
SOAP**
AJAX**
Pagelets
** More of a general IT application for XML and although it may be used in and/or by PeopleSoft applications, the technology is not specific to PeopleSoft
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32. AJAX Asynchronus Javascript XML Pagelet Definition and Rendering and
What is XML?
AJAX
Asynchronus
Javascript
and
XML
Pagelet Definition and Rendering
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33. The Basics of XML Publisher
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34. The Basics of XML Publisher
Deals with the intricacies of XML
Allows you to set up and work with templates
Associates your XML with data sources
Integrates with
PeopleSoft Query
PeopleCode
Application Engine
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35. The Basics of XML Publisher
PeopleSoft XML Publisher
Steps required to put together an XML Publisher report
• Install XML Publisher Plug-in
• Create / Register Data Source
• Create / Upload Report Template
• Define XML Publisher Report
• Run XML Publisher Report
Notes:
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36. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
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37. (ONE TIME SHOT PER COMPUTER)
The Basics of XML Publisher
Setup XML Publisher
(ONE TIME SHOT PER COMPUTER)
PeopleSoft XML Publisher has multiple components. One of the key components is a “Plug-in” to Microsoft Word
PeopleSoft environment must be PeopleTools v8.48 or greater
Your desktop computer must have already installed:
Java Runtime Environment (JRE) v1.4 or later
Microsoft .net v2.0 or later
Microsoft Word version 2000 or later
Notes:
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38. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
Download and Install
Microsoft Word Plug-in
From PeopleSoft
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39. The Basics of XML Publisher
Install XML Publisher Plug-in
Download the “plug-in” from the link provided inside of the PeopleSoft application
Unzip the downloaded file
Notes:
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40. The Basics of XML Publisher
Install XML Publisher Plug-in
Run the unzipped file
Follow the instructions on the installation screens
Notes:
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41. The Basics of XML Publisher
Install XML Publisher Plug-in
Complete installation
Open Microsoft Word to see the results
Notes:
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42. Create / Register Data Source
The Basics of XML Publisher
Create / Register Data Source
Data Sources
Query (Easiest)
Connected Query
XML File
XMLDoc (Pre-PeopleTools 8.5)
Rowset (Pre-PeopleTools 8.5)
Notes:
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43. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
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44. Create / Register Data Source
The Basics of XML Publisher
Create / Register Data Source
Notes:
Remember these links for the next step . . .
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45. Create / Upload Report Template
The Basics of XML Publisher
Create / Upload Report Template
Using Microsoft Word, create and save a document in the .rtf (Rich Text Format) format
Use the PeopleSoft delivered Microsoft Word Plug-in functionality to create your template
Save the file in a location where you can find and upload it into the PeopleSoft application later in the process
Notes:
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46. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
Sample Data
(From Data Source)
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47. Create / Upload Report Template
The Basics of XML Publisher
Create / Upload Report Template
.rtf (Rich Text Format) file you create in Word
Notes:
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48. Create / Upload Report Template
The Basics of XML Publisher
Create / Upload Report Template
.rtf (Rich Text Format) file you create in Word
Notes:
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49. Define XML Publisher Report
The Basics of XML Publisher
Define XML Publisher Report
In the PeopleSoft system, you will create an XML Publisher Report Definition.
Notes:
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50. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
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51. Define XML Publisher Report
The Basics of XML Publisher
Define XML Publisher Report
Setup in PeopleSoft Application
Ties the Source and the Template Together
Notes:
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52. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
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53. Create / Upload Report Template
The Basics of XML Publisher
Create / Upload Report Template
Reporting Tools > XML Publisher > Report Definition > Template
Notes:
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54. Define XML Publisher Report
The Basics of XML Publisher
Define XML Publisher Report
Notes:
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55. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
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56. Run XML Publisher Report
The Basics of XML Publisher
Run XML Publisher Report
Notes:
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57. The Basics of XML Publisher
PeopleSoft XML Publisher Flow
Notes:
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58. XML Publisher - what is it good for?
The Basics of XML Publisher
XML Publisher - what is it good for?
Fancy Reports
Graphs based on data
Graphics
Mail Merge
Data Complex Reports
Hierarchical
Multiple pieces of disconnected information
Notes:
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59. The Basics of XML Publisher
How complex can it get?
VERY
PeopleCode hooks provide connection to:
Application Engines
Workflow
Integration Broker
Notes:
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60. Using Connected Query with XML Publisher
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61. Using Connected Query with XML Publisher
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62. Using Connected Query with XML Publisher
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63. Using Connected Query with XML Publisher
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64. Using Connected Query with XML Publisher
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65. Using Connected Query with XML Publisher
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66. Using Connected Query with XML Publisher
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67. Using Connected Query with XML Publisher
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68. Using Connected Query with XML Publisher
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69. Using Connected Query with XML Publisher
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70. Using Connected Query with XML Publisher
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71. Using Connected Query with XML Publisher
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72. Using Connected Query with XML Publisher
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73. Using Connected Query with XML Publisher
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74. Using Connected Query with XML Publisher
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75. Using Connected Query with XML Publisher
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76. OHUG Global Conference 2014
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77. 2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher
Session Number: 14023
2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher
Michael Stutz
(360)