PeopleSoft: Query Basics Rel 8.48

Course Overview

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.

By Learning to use PeopleSoft Query, you can view the precise data that you need. Learn to design reports that use criteria to filter data or that use predefined online calculations. Learn to create reports with runtime prompts which builds flexibility and reusability into your reports and decreases your report design time. Also, learn to schedule your queries to run while you are away so that your reports always run on time.

Learn to:

• View data online
• Build private queries
• Run queries as HTML reports
• Share public queries

Audience

• End Users
• Functional Implementer
• Reports Developer

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

Prerequisites

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

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 Criteria

• 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