COURSE PLAN

Section 1 covers the introduction to PeopleSoft Query with information on how data is stored and
accessed through Query Viewer and Query Manager as well as protocol information and helpful
terms.

Section 2 goes over using PeopleSoft Query including Query Viewer and Query Manager as well
as Schedule Query.

Section 3 covers the “how to” of using Query Manager to create simple Queries, Joins, Criteria
and Prompts.
COURSE INTRODUCTION
 The goal of this course is to empower Query Developers with the tools and skills needed to
create and manage basic queries.

Course Learning Objectives

At the end of this course users will:
• Be able to explain how Relational Databases work for storing data.
• Effectively employ Query creation and management protocol and conventions.
• Achieve familiarity with Query Terms and Definitions.
• Access PS Query
• Viewer
• Manager
• Schedule Query
• Search for existing Queries using Wildcards.
• Run Queries to multiple outputs.
• Look up common tables to use in Query development per Pillar.
• Create simple Queries.
• Join multiple records together to create more complex Queries.
• Effectively use Criteria to filter Query results.
• Make Queries more efficient by using Prompts.
SECTION 1 INTRODUCTION
PeopleSoft Query or PS Query is an end-user reporting tool that allows Query Developers to extract
information in the form of a Query from the relational database, without the need to write SQL
(Structured Query Language) statements.

At the end of this section you will:

• Be able to explain how Relational Databases work for storing data.

• Effectively employ Query creation and management protocol and conventions.
• Achieve familiarity with Query Terms and Definitions.
RELATIONAL DATABASES
A relational database is a way of storing
information that organizes data into tables.

The tables are referred to as records in PS Query and they consist of columns and rows
(imagine an Excel Spreadsheet). The columns represent fields and the rows detail each
instance of stored information.
Tables can be linked by creating a defined relationship. These relationships enable you
to retrieve and combine data from one or more tables with a single Query.
Relationships are based on Key Fields

Key Fields uniquely identify each row of data.

CC Number Account Transaction Date
123 001 8/13/2016
456 002 8/15/2016
789 001 8/27/2016
123 001 8/3/2016
RELATIONAL DATABASES
Flat database table
First Name Last Name Address Phone Book Title Date
Jennifer Smith 13 Elm St 867-5309 Anne of Green Gables 6/28/2015

Flat database table with repeated information

First Name Last Name Address Phone Book Title Due Date
Jennifer Smith 13 Elm St 867-5309 Anne of Green Gables 6/28/2015
Jane Yellowrock 1 Freebie House 555-8267 Mercy Blade 7/1/2015
Lane
Jennifer Smith 13 Elm St 867-5309 Anne of Avonlea 7/13/2015
Jennifer Smith 13 Elm St 867-5309 Ann f Windy Poplars 7/18/2015

Relational Database (two tables)

Customer Table Checkout Table

Key Fields
PEOPLESOFT PILLARS AND MODULES
HCM – Human Capital Management

CS – Campus Solutions

FSCM – Financials and Supply Chain Management

Each pillar has its own relational database and as you are creating
Queries it is important to note that standard Queries cannot cross
pillar boundaries.

Pillars are comprised of modules where data is captured and stored.

 • Search for an existing query or report Develop in PCD environment.
• Use standard naming convention .
• Add description to query property.
• Add definition to query property.
• Query must be saved as public in order to migrate it.
Phase I • Add prompts whenever possible instead of hard coding criteria.
Develop Query in PCD • Store in logical folder.
• Test your Query for accuracy, performance and data validation.
 

• Submit Service Desk ticket to migrate query to Production.

• Include completed Query Migration Request form with ticket ensuring the query passes all “Pre-Migration Checklist”
requirements.
Phase II  
Request Migration to
Production (PRD)

• Query will be tested for compliance and functionality by Data Services.

• Data Services submits migration request to hosting service.
• Query will be added to View Query Search Listing in metaLink. For access to metaLink please email [email protected]
Phase III or [email protected].
Data Services Migration to  
Production (PRD)

• Understand how a modification will impact the original purpose

• Determine if a modification is acceptable, or if a new query needs to be developed. If modifying an existing query, make a
copy first
• Check if the change is acceptable to original Query writer or if not able to locate this person, check with Data Services for
approval to change.
Phase IV Modification of
Existing Query • Repeat QDLC starting at the second step of Phase I
• If desired, request that the original query be removed from PRD
 
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SECTION 1 REVIEW
To meet the learning objectives for the section:
• We learned about Relational Databases and how they work for storing data and easy
retrieval for reporting.

• We also discussed important Query Protocol and conventions ensuring effective

Query migrations, development and maintenance

• Finally we learned some helpful Query terminology ensuring all Query developers
are on the same page and can speak the same language.
SECTION 1 KNOWLEDGE TEST
 Break
Time!!!!
SECTION 2 INTRODUCTION
In this section we will utilize PS Query as we learn navigation and Query basics
such as searching and running Queries.  

At the end of this section you will be able to:

 

• Access PS Query
• Viewer
• Manager
• Schedule Query
• Search for existing Queries using Wildcards.
• Run Queries to multiple outputs.
• Schedule Queries to run using multiple outputs.
ACCESSING PS QUERY
Once you have logged into PeopleSoft there are three main areas in PS Query
you will be able to access:
 
• Query Manager
• Query Viewer
• Schedule Query
Query Manager: Main Menu  Reporting Tools  Query  Query Manager

Query Viewer: Main Menu  Reporting Tools  Query  Query Viewer

Schedule Query: Main Menu  Reporting Tools  Query  Schedule Query

Log in to PeopleSoft and follow the path to go to Query Viewer.

SEARCHING USING QUERY VIEWER
Basic Search Detailed Instructions
SEARCHING USING QUERY VIEWER
Advanced Search
SEARCHING USING QUERY VIEWER

_
Wildcards
Using Wildcards to Search

_ replaces a single character.

% % replaces a string of characters. It can be used in front

of or in back of the search term.

\ Use the wildcard character as the literal character.

Use the wildcard character as the literal character.

\%
SEARCHING USING QUERY Query
VIEWERViewer Options

Refine search results by selecting

folders to search in.

• Run results to:  HTML  Excel  XML

• Schedule the Query
• Add the Query to Favorites
SEARCHING USING QUERY MANAGER
Query Manager Options
Query Manager: Main Menu  Reporting Tools  Query  Query Manager

Refine search results by selecting

folders to search in.

• Run results to:  HTML  Excel  XML

• Schedule the Query
SEARCHING USING QUERY MANAGER
Query Manager Actions

Available Actions are:

• Add to Favorites
• Copy to User
• Delete Selected
• Move to Folder
• Rename Selected
SCHEDULE QUERY

Schedule Query is used exclusively for scheduling a Query to

run at a future time or to run Queries with large results.

Schedule Query can be

accessed through:

• Query Viewer
• Query Manager
• PeopleSoft menu path
SCHEDULE QUERY
From Query Manager or Query Viewer – Detailed Instructions
Query Manager

Query Viewer
SCHEDULE QUERY
From Query Manager or Query Viewer – Detailed Instructions
A Run Control ID is a database record that provides values
for Query parameters.

Instead of entering the same values

each time you run a Query, you
can create and save a Run Control
ID with those settings.

Run Control ID’s are “private” and

are only visible to you. Careful
though! It is very hard to delete
them!
SCHEDULE QUERY
From Query Manager or Query Viewer – Detailed Instructions
Schedule Query
Enter a description for the Query
Run Control ID in the Description
Field. Update any Prompts.

Process Scheduler Request

Select the Time Zone, Date and
Time to run the Query.
SCHEDULE QUERY
From Query Manager or Query Viewer – Detailed Instructions

Process Monitor

Report Manager
SCHEDULE QUERY
From Query Manager or Query Viewer – Detailed Instructions
Can also be accessed through the Menu Path:
Main Menu>PeopleTools>Process Scheduler>Process Monitor
Process Monitor

You are able to see the status of Scheduled Query runs by:
• User ID • Name
• Type • Instance from and to
• Number of days past • Run Status
• Server • Distribution Status
SCHEDULE QUERY
From Query Manager or Query Viewer – Detailed Instructions
Can also be accessed through the Menu Path:
Main Menu > Reporting Tools > Report Manager

Report Manager

You are able to filter the displayed reports by:

• Folder • Created on Date

• Instance from and to • Number of Days past
• Name • Date Range
SCHEDULE QUERY
From Query Manager or Query Viewer – Simplified Instructions

e r y
w n Qu
ou r O
dul e Y
Sc he
Schedule a Query to Run via Query Viewer or Query Manager.
CS – Search for and schedule QCS_TRAIN_STDNT_ENRL
HC – Search for and schedule QHC_TRAIN_BENEFIT
FS – Search for and schedule QFS_TRAIN_CUSTOMER

Run Control ID Description Type Format

NAME_TRAIN_RUNID Schedule Exercise Web HTM
SCHEDULE QUERY
From the Menu Path – Detailed Instructions
Main Menu  Reporting Tools  Query  Schedule Query

Search for an existing

Scheduled Query via:
• Description
• Query Name
• Run Control ID

Click on the “Add a New Value” tab

to create a new Run Control ID.
SCHEDULE QUERY
From the Menu Path – Detailed Instructions
Schedule Query
Enter a description for the Query
Run Control ID in the Description
Field. Update any Prompts.

Process Scheduler Request

Select the Time Zone, Date
and Time to run the Query.
SCHEDULE QUERY
From the Menu Path – Detailed Instructions

Process Monitor

Report Manager
SCHEDULE QUERY
From the Menu Path – Detailed Instructions
Can also be accessed through the Menu Path:
Main Menu>PeopleTools>Process Scheduler>Process Monitor
Process Monitor

You are able to see the status of Scheduled Query runs by:
• User ID • Name
• Type • Instance from and to
• Number of days past • Run Status
• Server • Distribution Status
SCHEDULE QUERY
From the Menu Path – Detailed Instructions
Can also be accessed through the Menu Path:
Main Menu > Reporting Tools > Report Manager

Report Manager

You are able to filter the displayed reports by:

• Folder • Created on Date

• Instance from and to • Number of Days past
• Name • Date Range
SCHEDULE QUERY
From Schedule Query Menu Path – Simplified Instructions

u e r y
w n Q
ou r O
dul e Y
Sc he
Schedule a Query to Run via Schedule Query.
CS – Search for and schedule QCS_TRAIN_STDNT_ENRL
HC – Search for and schedule QHC_TRAIN_BENEFIT
FS – Search for and schedule QFS_TRAIN_CUSTOMER

Run Control ID Description Type Format

NAME_TRAIN_RUNID2 Schedule Exercise Web XLS
SECTION 2 REVIEW
To meet the learning objectives for the section:

• We went over how to access Query Viewer, Manager and Schedule Query.
• We learned how to search for existing Queries using Basic Search, Advanced
Search and how to search using wildcards.
• We saw how to add Queries to favorites and what actions are available to take on
Queries in Query Manager.
• We ran queries to different formats including
Excel and HTML.
• Finally we learned how to schedule queries
using Schedule Query from Query Manager
or Query Viewer as well as through the menu
path and how view the Query results through
this tool.
SECTION 2 KNOWLEDGE TEST
SECTION 2 EXERCISES
 SECTION 3 INTRODUCTION
Section 3 will teach you the steps to use in simple Query creation and provide an overview of the
Query Manager Tabs. You will then learn about Joins in PS Query and how they work to link
Records together. We will begin the discussion on Criteria in PS Query and what they mean to
Queries as well as how to improve Query efficiency and use Prompts instead of hard coded data.

The exercises at the end of the Section will be Pillar specific to give users the chance to use
Records from the Pillar they actually work in. This will re-enforce finding and using Records
which contain good information - one of the key components in successful Query development.
 
At the end of this section you will be able to:
 
• Look up common tables to use in Query development per Pillar.
• Create simple Queries.
• Join multiple records together to create more complex Queries.
• Use Criteria to filter Query results.
• Make Queries more efficient by using Prompts.
 CREATING QUERIES
Finding Records to Use
The first step in creating a Query is to find
Where do I
the Record that holds the information that start???
you want to extract.

The PS Query Quick Start Guide has lists

of Core Tables to help you get started.

http://www.sbctc.edu

College and SBCTC Staff  Data Services 

PeopleSoft ctcLink Reporting
 CREATING QUERIES
Finding Records to Use
SBCTC Website: Prompt and Core Tables to start with.
CREATING QUERIES
Detailed Instructions

There are 10 tabs available for use in creating Queries – for the
purpose of this guide we will discuss only the following tabs:

•Records
•Query
•Prompts
•Fields
•Criteria
•View SQL
•Run
 CREATING QUERIES
Detailed Instructions - The Records Tab

The Records Tab:

***THE PURPOSE OF THE RECORDS TAB IS TO PROVIDE A LOCATION

WHERE USERS ARE ABLE TO SEARCH FOR AND SELECT ONE OR MORE
RECORDS TO USE IN THEIR QUERIES.***
CREATING QUERIES
Detailed Instructions - The Records Tab

The Records Tab

 
• Search for and add Records to your Query.
 CREATING QUERIES
Detailed Instructions - The Query Tab
The Query Tab
***THE PURPOSE OF THE QUERY TAB IS TO PROVIDE A LOCATION
WHERE ALL OF THE RECORDS USED IN THE QUERY CAN BE DISPLAYED
AND WHERE FIELDS CAN BE SELECTED TO USE IN THE QUERY. ***
 CREATING QUERIES
Detailed Instructions – Saving your Query

• Always save your Query before running it and save frequently as you are working
on it.
Saves the Query Does NOT Save the Query
 CREATING QUERIES
Detailed Instructions
The Prompts Tab
The Prompts Tab

***THE PURPOSE OF THE PROMPTS TAB IS TO CREATE AND DISPLAY

PROMPTS.***

Prompts are specific to each Query and must be re-created for each new Query.
CREATING QUERIES
Detailed Instructions
The Fields Tab

***THE PURPOSE OF THE FIELDS TAB IS TO SHOW A LIST OF ALL OF THE

FIELDS SELECTED FOR THE QUERY AND TO DETERMINE HOW THOSE
FIELDS SHOULD BE DISPLAYED IN THE QUERY RESULTS.***

Change the:

• Order
• Sort Options
• Column Headers
• Select Translate
Values
CREATING QUERIES
Detailed Instructions
The Fields Tab
Re-Order/Sort
• Determine the order of the Fields used in the Query and how they should be
sorted.
CREATING QUERIES
Detailed Instructions
The Fields Tab
Edit Field Properties

• Select how the column header will display and the Translate Value display, if
applicable.
CREATING QUERIES
Detailed Instructions
The Fields Tab
Translate Values
• Within the Edit Field Properties page, fields which have a translate value will give
the option to select which value to display - None, Short or Long

Results with
Results with default
“Long” (L)
“None” (N) selected in
selected in the
the Fields Tab.
Fields Tab.
CREATING QUERIES
Detailed Instructions
The Criteria Tab

The Criteria Tab

***THE PURPOSE OF THE CRITERIA TAB IS TO ALLOW USERS A

PLACE TO CREATE AND/OR VIEW CRITERIA THAT WILL REFINE
THE RESULTS OF THEIR QUERIES. ***
CREATING QUERIES
Detailed Instructions
The View SQL Tab
View SQL Tab

***THE PURPOSE OF THE VIEW SQL TAB IS TO ALLOW USERS TO

REVIEW THE SQL STATEMENTS BEING USED IN THE QUERY.***
CREATING QUERIES
Detailed Instructions
Run Tab
 

***THE PURPOSE OF THE RUN TAB IS TO ALLOW USERS TO VIEW THE

RESULTS OF THE QUERY.***
CREATING QUERIES
Simplified Instructions

e r y
wn Qu
o ur O
e at e Y
Cr Records to Use: Fields to Select (Select as many
other fields as you like but be sure to
include the following fields):

CS: STDNT_ENRL INSTITUTION and STRM

HC: BENEF_PLAN_TBL SETID and PLAN_TYPE
FS: CUSTOMER SETID and CUST_ID

Name your Query

QCS_SR_TRAIN_FNAME
QHC_BA_TRAIN_FNAME
QFS_PR_TRAIN_FNAME
CREATING QUERIES
Using Joins

Joins are used to create Queries based on multiple records.

• Standard or Equivalent Joins

• Left Outer Joins
• Cartesian Joins
CREATING QUERIES
Using Joins
Standard Join
 
Standard Joins only displays rows where there is a match between BOTH Records.
Meaning it is possible not all of the rows from Record A will be displayed.

Record A Record B Standard

Join
Name ID ID Favorite Thing
ID Name Favorite Thing
Mike 001 001 Fishing Pole 001 Mike Fishing Pole
Sophia 002 002 Computer 002 Sophia Computer
Olivia 003 003 Playing 003 Olivia Playing
Drake 004 004 Dirt 004 Drake Dirt
Amanda 005 006 Dogs 006 Caroline Dogs
Caroline 006 007 Engines 007 Josh Engines
Josh 007 008 Lucinda Antiques
008 Antiques
009 Carol Reading
Lucinda 008 009 Reading
011 Brett Football
Carol 009 011 Football
Alan 010
Brett 011
CREATING QUERIES
Using Joins
Outer Join
 
This Join type will always display all of the rows in Record A. It will simply
display BLANK where there is no match.

Record A Record B Outer

Join
Name ID ID Favorite Thing ID Name Favorite Thing
Mike 001 001 Fishing Pole 001 Mike Fishing Pole
Sophia 002 002 Computer 002 Sophia Computer
Olivia 003 003 Playing 003 Olivia Playing
004 Drake Dirt
Drake 004 004 Dirt
005 Amanda
Amanda 005 006 Dogs 006 Caroline Dogs
Caroline 006 007 Engines 007 Josh Engines
Josh 007 008 Antiques 008 Lucinda Antiques
Lucinda 008 009 Carol Reading
009 Reading
010 Alan
Carol 009 011 Football 011 Brett Football
Alan 010
Brett 011
CREATING QUERIES
Creating a Join
Detailed Instructions
There are three methods used to create a Join:
 
• Pre-Defined Join Method from the Query Tab
• Hierarchy Join Method from the Query Tab
• Any Join Method from the Records Tab

Hierarchy
Join Method

Pre-Defined Any Join

Join Method Method
CREATING QUERIES Creating a Join
Detailed Instructions
There are three methods used to create a Join:
 
• Pre-Defined Join Method from the Query Tab
• Hierarchy Join Method from the Query Tab
• Any Join Method from the Records Tab

Hierarchy
Join Method

Pre-Defined Any Join

Join Method Method
CREATING QUERIES
n
Creating a Join Simplified Instructions

J o i
n
C re a ting a Jo in - Sim p lifie d Instruc tio ns

w
 De te rm ine th e J o in typ e to u se in c re a ting th e Jo in ; Pre -d e fin e d , Hie ra rc h y o r An y

O
Jo in .

r
o Pre -De fine d J o in s a re liste d n e xt to th e Fie ld Na m e in th e

u
Q u e ry ta b .

o
o Hie ra rc h y Jo ins a re liste d n e xt to the Re c o rd Na m e in th e
Q u e ry ta b .
Use the Any Join Method

Y
o An y Jo in s a re c re a te d b y se a rc hin g fo r re la te d re c o rd s in

e
th e Re c o rd s ta b .
to create a Standard Join

e a t type.

Cr Records in the Query:



C re a te th e Jo in b y se le c tin g th e c o rre c t h yp e rlin k.
Se le c t to u se e ithe r a Sta nd a rd Jo in o r a Le ft O u te r Jo in .

CS: STDNT_ENRL PERSON_NAME

Join to Record:

HC: BENEF_PLAN_TBL VENDOR_PROV_VIEW

FS: CUSTOMER
 CUST_ADDRESS
If p ro m p te d , se le c t/ c o nfirm th e Au to Jo in C rite ria

Add Fields from the new Record:

 If n o t p ro m p te d to Auto Jo in , g o to th e C rite ria ta b a n d c re a te th e C rite ria to link
Re c o rd A to Re c o rd B.
CS: NAME
HC: VENDOR_NAME_SHORT
FS:
Sa ve ADDRESS1
c h a n g e s. and ADDRESS2 and CITY and STATE
CREATING QUERIES
Using Criteria

Criteria allows users to determine filters

for their data.
CREATING QUERIES
Adding Criteria from the Criteria Tab – Detailed Instructions

4 Main Areas of Defining Criteria

• Expression 1 is WHAT you want to filter on.
• Condition Type is the Operator – HOW you want to filter; equal to, less than,
greater than, etc.
• Expression 2 is the VALUE for the criteria.
• Criteria Belongs To is WHERE to place the criteria in the SQL code, if
applicable.

W H AT

HOW

VA L U E

WHERE
CREATING QUERIES
Adding Criteria from the Criteria Tab – Detailed Instructions

Expression 1 is WHAT you want to filter on Expression 1

• Select Field or Expression as
the Type
• Choose the Record and
the Field if the type Field
CLICK FOR is selected.
LIST
• Define the Expression if
the type Expression is
SELECT FIELD FROM LIST selected.
 CREATING QUERIES
Adding Criteria from the Criteria Tab – Detailed Instructions

Condition Types
Condition Type is the Operator – HOW you
• Between want to filter;
• Equal to
• Exists
• Greater Than
• In List
• In Tree
• Is Null
• Less Than
• Like
• Not Between
• Not Equal To
• Not Greater Than
• Not in List
• Not in Tree
• Not Less Than
• Not Like
CREATING QUERIES
Adding Criteria from the Criteria Tab – Detailed Instructions

Expression 2 is the VALUE Expression 1 is

compared against.
Expression 2
• Select the Type
• Field
• Expression
• Constant TYPE IN
• Prompt VA L U E O R
SEARCH
• Subquery

SEARCH OR
C R E AT E N E W
CREATING QUERIES
Adding Criteria from the Criteria Tab –
Detailed Instructions
Logical Operators and Grouping Criteria with Parenthesis
• Logical Operators tell PeopleSoft Query how to coordinate
different Criteria.

 AND  AND NOT  OR  OR NOT

• Grouping Criteria tells PeopleSoft Query the

Order of Operations for applying Criteria.
• Order of Operations
(similar to Please Excuse My Dear Aunt Sally)
 Parenthesis  AND  OR

=2+(3-1+4) = 8
=(2+3)-(1+4) = 0
CREATING QUERIES
Adding Criteria from the Criteria Tab – Grouping Criteria
Example of Criteria that returns an INCORRECT result.
Customers who have an
active status and reside in
Washington DC OR
customers who reside in
Maryland (including
inactive)

Example of Criteria that returns a CORRECT result by adding parentheses

to Group Criteria.
Customers who have an
active status AND reside
in Washington DC or
Maryland.
CREATING QUERIES
Adding Criteria from the Fields Tab or The Query Tab
The Add Criteria Icon
CREATING QUERIES
t e r i a
Adding Criteria Simplified Instructions
Cr i
wn
Ad d ing C rite ria - Sim p lifie d Instruc tio ns

O


r
Fro m the C rite ria ta b c lic k o n “Ad d C rite ria ” b utto n.

u
 O R Fro m the Q ue ry o r Fie ld s ta b , c lic k o n the “Ad d C rite ria ” ic o n.

Yo
 If no t p re se le c te d , se le c t Exp re ssio n 1 Typ e

e at e
r
 Se le c t the Fie ld o r Exp re ssio n to use a s C rite ria (o r c re a te the Ne w Exp re ssio n) fo r

C
Exp re ssio n 1 d e p e nd ing o n the p rio r se le c tio n.

or

Hard Code the following Criteria in your Query through the Criteria Tab:
 Se le c t the C o nd itio n Typ e .

Pillar Record Field Value

 Se le c t the Exp re ssio n 2 Typ e .

CS: STDNT_ENRL INSTITUTION WA220 (or home code)

HC: BENEF_PLAN_TBL SETID
Se le c t the Exp re ssio n 2 to use a s C rite ria .
WACTC
FS: CUSTOMER SETID WACTC
 If using a Le ft O ute r Jo in, se le c t whe re the C rite ria b e lo ng s, e ithe r the WHERE c la use o r o n
Hard Code
the Le ft the following
O ute r Jo in. Criteria in your Query through the Add Criteria Icon:
 C lic k O K.
 Se le c t the Lo g ic a l O p e ra to r fo r e a c h C rite ria .
Pillar Record Field Value

CS: STDNT_ENRL STRM 2161

HC: BENEF_PLAN_TBL VENDOR_ID
G ro u p o r Re o rd e r th e C rite ria a s n e c e ssa ry. V000000015 (7 - 0’S)
FS: CUSTOMER CUST_ID 001000004
CREATING QUERIES
Using Prompts
Prompts give end users the ability to select a different Expression 2 value each
time the Query is ran.

170 172
220
CREATING QUERIES
Using Prompts
Adding Prompts through the
“Add Criteria” Button
automatically adds the Prompt
as Criteria.

Adding Prompts through the

Prompts tab will add the Prompt
however, the prompt will have to
be manually added as Criteria
CREATING QUERIES
Creating Prompts through the Prompts Tab – Detailed Instructions
Creating the Prompt

Field Name – Name of field to be prompted.

Heading Type –Long or Short Version of the Field Name or input
Text.
Type- Select the type of table.
Heading Text – Enter the text for the Prompt Header.
Format – choose the format for the prompt table, the system selects
the default format for the field selected.
Unique Prompt Name – filled in automatically by the system and
shouldn’t be changed.
Length – determine the Prompt field’s length
Decimals – number of decimals allowed for numeric prompts
 CREATING QUERIES
Creating Prompts through the Prompts Tab – Detailed Instructions
Edit Type and Prompt Table

• Edit Type – define the prompt type of field edit

• No Table Edit - No Data Validation (Optional)
• Prompt Table – Data Validation (Required)
• Translate Table – Select from dropdown list. (Xlat only)
• Yes/No Table - This is will produce a Yes/No Prompt
checkbox. By Default it will be checked (Y).
•Prompt Table – provide users with a lists of values pulled from a
different Record to use as a comparison or a look up tool.

Edit Type Affect on Entering Prompt Prompt Table Function

No Table Edit No validation – any entry accepted Provides users a look up list
(Used for Optional Prompts)
Prompt Table Data entered must match value in the list Compare entries in the Prompt found in the Prompt Table
field. against the Prompt Table list and provide users a look up list
Translate Table Provides a list of pre-defined values for selection None
Yes/No Table Users select Yes or No (default is Yes) None
CREATING QUERIES
Creating Prompts through the Prompts Tab – Detailed Instructions
Adding the Prompt as Criteria
Fill in the Edit Criteria Properties page and click the magnifying glass to search
for the Prompt you created.

Select the Prompt.

Review the Criteria

tab to view the
Prompt as Criteria.
 CREATING QUERIES
Creating Prompts through Add Criteria Icon – Detailed Instructions
Click the Add Criteria
icon from the Fields
Tab or the Query Tab.

Fill in the Edit

Criteria
Select the Prompt properties. Properties page
and click New
Prompt to
create the
Prompt.
 Break
Time!!!!
CREATING QUERIES
Creating Prompts through Add Criteria Icon – Simplified Instructions
p t
Required Prompt with Lookup List

ro m
n P
O w
o u r
te Y
re a
C
Create a New Required Prompt with Lookup List through the Add Criteria Icon:

Pillar Record Field Prompt Table

CS: STDNT_ENRL INSTITUTION INSTITUTION_TBL

HC: BENEF_PLAN_TBL SETID DEPT_SETID_VW
FS: CUSTOMER SETID SP_SETID_CLSVW
CREATING QUERIES
Creating Prompts through Add Criteria Icon – Simplified Instructions
p t
Optional Prompt with Lookup List

rom
n P
Ow
o ur
t e Y
re a
C Delete Any Existing Criteria in your Query and Create a New Optional Prompt with
Lookup List through the Add Criteria Icon:

Pillar Record Field Prompt Table

CS: STDNT_ENRL STRM TERM_VAL_TBL

HC: BENEF_PLAN_TBL VENDOR_ID VENDOR_PROV_VW
FS: CUSTOMER CUST_ID ID_CUST_VW
SECTION 3 REVIEW
In this section we learned how to find
and utilize Records to create a simple
Query and how to create more complex
Queries by utilizing Standard and
Outer Joins.
 
We also learned how to use simple
Criteria to hard code filters in a Query
and also how to make Queries more
valuable by incorporating Prompts.
SECTION 3 KNOWLEDGE TEST
SECTION 3 EXERCISES
COURSE REVIEW
To meet the Goal and Objectives we learned to:

• Be able to explain how Relational Databases work for storing data.

• Effectively employ Query creation and management protocol and conventions.
• Achieve familiarity with Query Terms and Definitions.
• Access PeopleSoft Query
• Viewer
• Manager
• Schedule Query
• Search for existing Queries using Wildcards.
• Run Queries to multiple outputs.
• Look up common tables to use in Query
development per Pillar.
• Create simple Queries.
• Join multiple records together to create more
complex Queries.
• Effectively use Criteria to filter Query results.
• Make Queries more efficient by using Prompts.
Note: All material licensed under Creative Commons Attribution 4.0 International License.