PeopleSoft: Introduction to Query/Crystal Combo Rel 8.48

Course Overview

The Query Basics portion of this course teaches you to create online reports using PeopleSoft Query. Many users who need to retrieve the stored information are not comfortable with programming. With PeopleSoft Query, you can extract the precise information that you're looking for using visual representations of the PeopleSoft database without writing Structured Query Language (SQL) statements.

The Crystal Basics portion of this course teaches you to design reports using Crystal Reports 9 for Oracle PeopleSoft Enterprise. Crystal Reports is a report formatting application that accesses queries that you create and store in PeopleSoft applications. Once you create and save the report definitions, you can print reports in a variety of formats, including text files, HTML files, word processing documents, and spreadsheets.

• View data online
• Build private queries and share public queries
• Run queries as HTML reports
• Create and format reports
• Sort and group output
• Use summary calculations

Audience

• End Users
• Functional Implementer
• Reports Developer

Prerequisites

• Working knowledge of PeopleSoft Architecture
• Understanding of your company's Reporting requirements

Skills Gained

• Use Query Manager
• Create a simple query
• Specify the retrieved output
• Use prompts to filter data
• Work with multiple tables
• Use summary calculations
• Perform administrative tasks
• Open reports
• Create and format reports
• Sort and group output
• Use summary operations
• Create and use templates
• Identify report options

Course Outline

Using Query Manager

• Searching for Queries
• Editing Queries

Creating Simple Queries

• Selecting Query Output
• Editing Query Properties
• Creating and Saving Queries
• Removing Duplicate Data

Filtering Output with Criteri

• Adding Criteria to Queries
• Refining Criteria
• Using Multiple Criteria Statements
• Using the Effective Date Field in Criteria

Filtering Output with Runtime Prompts

• Describing Runtime Prompts
• Creating Runtime Prompts

Working with Multiple Tables

• Describing the Purpose of Joins
• Using Record-Hierarchy and Related-Record Joins

Using Summary Calculations

• Describing and Using Aggregate Functions
• Describing and Using Having Criteria

Performing Administrative Tasks

• Using Query Viewer
• Scheduling Queries
• Monitoring Query Performance

Opening Reports

• Identifying the User Interface
• Opening Reports

Creating and Formatting Reports

• Creating Reports
• Printing Reports
• Adding Report Titles
• Adding Dates
• Inserting Page Numbers
• Updating Reports

Sorting and Grouping Output

• Sorting Report Data
• Suppressing Duplicate Values
• Creating Groups
• Sorting Within Groups
• Formatting Report Sections

Using Summary Operations

• Using Summary Functions
• Modifying Summary Fields
• Adding Running Total Fields
• Sorting Groups Based on Summary Fields

Creating and Using Templates

• Inserting Graphics into Reports
• Adding Borders and Color
• Creating and Using Templates
• Replacing the Data Source in Reports
• Creating Mailing Labels

Identifying Crystal Reports Options

• Describing Default Options
• Describing Report-Specific Options

PeopleSoft: Introduction to Query/Crystal Combo Rel 8.48 / D46074GC20