1. PantherSoft Financials Queries Office of the Controller

2. 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

3. Resources for Query Help Training Manuals and Guides are on-line at: http://panthersoft.fiu.edu/faculty_financials_training.html Call 7-7200 Financial Systems and Support Services Help Desk Office of the Controller

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

5. 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

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

7. 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.

8. SpeedType Key Table Department ID SiteFund Program Code Activity Nbr 10030000001210611003020002 11041000001064001104100002 12353000001210401235320001 SAMPLE TABLES Office of the Controller Department ID TableEmployee ID Table Department ID Department Name Manager ID Employee ID Employee Name 100300000 General Counsel Admin1590030 Jones, Jane 110400101 Controller's Office1509002 Smith, John 123530000 Summer Orientation1508990 Garcia, Jose 202034000 Economics Department1508986 Thomas, Samuel Field Name

9. 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

10. Dept IDActivity NbrSiteFund Program Code Department Name Manager IDEmployee Name 10030000010030200020121061 General Counsel Admin 1590030Jones, Jane 11040100011041000020106400Controller's Office1509002Smith, John 12353000012353200010121040 Transfer & Transition Srvc 1508990Garcia, Jose 20203400020234200010121011 Economics Department 1508986Thomas, Samuel New Table Results Office of the Controller

11. 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

12. Travel Authorization

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

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

15. Office of the Controller Navigation

16. Office of the Controller Navigation

17. Office of the Controller Navigation – Records Tab AKA Table Name

18. Office of the Controller Navigation – Record Tab DEPT_ID

19. 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

20. Navigation – Query Tab SAME DATA

21. Office of the Controller Navigation – Prompt Tab

22. Office of the Controller Navigation – Fields Tab

23. Office of the Controller Navigation – Field Editor

24. Office of the Controller Navigation – Field Ordering

25. Office of the Controller Navigation – Criteria Tab

26. Office of the Controller Navigation – Criteria Properties

27. Office of the Controller Navigation – SQL Logic Tab

28. Office of the Controller Navigation - Run 1104120002

29. Office of the Controller Navigation - Results

30. Office of the Controller Navigation – Saving Query

31. 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 77200.

32. Office of the Controller Advanced Features – Expressions Tab

33. 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

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

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

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

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

38. Office of the Controller Advanced Features – Expressions Properties

39. Office of the Controller Advanced Features – Unions

40. Office of the Controller Advanced Features – Unions

41. Office of the Controller Advanced Features – Unions

42. Office of the Controller Advanced Features – Unions

43. SpeedType Key Table Department ID SiteFund Program Code Activity Nbr 10030000001210611003020002 11041000001064001104100002 12353000001210401235320001 SAMPLE TABLES DEMO Office of the Controller Department ID TableEmployee ID Table Department ID Department Name Manager ID Employee ID Employee Name 100300000 General Counsel Admin 1590030 Jones, Jane 110400101 Controller's Office 1509002 Smith, John 123530000 Summer Orientation 1508990 Garcia, Jose DEPT_TBLPERSONAL_DATA SPEEDTYP_TBL Link these three tables to obtain a report.

44. New Table Results Office of the Controller Dept IDActivity NbrSiteFund Program Code Department Name Manager ID Employee Name 10030000010030200020121061 General Counsel Admin 1590030Jones, Jane 11040100011041000020106400Controller's Office1509002Smith, John 12353000012353200010121040 Transfer & Transition Srvc 1508990Garcia, Jose

45. Office of the Controller Demo Look for all Tables containing: TRAVEL ACCOUNTS PAYABLE CREDIT CARD Table Contains TAUTHVCHRCARD Data Equals TA 46405V 13000USER 1147750

46. Office of the Controller

47. 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

48. Questions ? Office of the Controller

49. Open Lab