Ps Query 101 Basics Training Presentation
Ps Query 101 Basics Training Presentation
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.
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
PEOPLESOFT PILLARS AND MODULES
HCM – Human Capital Management
CS – Campus Solutions
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.
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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.
• 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.
• 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
_
Wildcards
Using Wildcards to Search
• 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.
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
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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
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
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dul e Y
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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
• 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.
http://www.sbctc.edu
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
• 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
Prompts are specific to each Query and must be re-created for each new Query.
CREATING QUERIES
Detailed Instructions
The Fields Tab
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
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Cr Records to Use: Fields to Select (Select as many
other fields as you like but be sure to
include the following fields):
QCS_SR_TRAIN_FNAME
QHC_BA_TRAIN_FNAME
QFS_PR_TRAIN_FNAME
CREATING QUERIES
Using Joins
Hierarchy
Join Method
Hierarchy
Join Method
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.
W H AT
HOW
VA L U E
WHERE
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
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.
=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)
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 .
170 172
220
CREATING QUERIES
Using Prompts
Adding Prompts through the
“Add Criteria” Button
automatically adds the Prompt
as Criteria.
ro m
n P
O w
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Create a New Required Prompt with Lookup List through the Add Criteria Icon:
rom
n P
Ow
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C Delete Any Existing Criteria in your Query and Create a New Optional Prompt with
Lookup List through the Add Criteria Icon: