PeopleSoft: Query/Crystal Power 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 Query Advanced portion of this course teaches you to create complex 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. Extend your knowledge of reporting by using the principles that you learn in Query Advanced. Learn advanced techniques for viewing the exact data that you need. Learn to use expressions that perform configurable online calculations. Learn to combine data from unrelated tables. Learn to use multiple queries to return one set of data.

The Crystal Basics portion of this course teaches you to design reports using Crystal Reports 9. 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.

Learn to:

• View data online
• Sort and group output
• Create and format reports
• Share public queries
• Create expressions and calculations
• Build sub queries

Audience

• End Users
• Functional Implementer
• Reports Developer

Skills Gained

• Use Query Manager
• Specify the retrieved output
• Use sub queries and the Any Join feature
• Use prompts to filter data
• Work with multiple tables
• Use summary calculations
• Perform administrative tasks
• Create expressions
• Work with unions and outer joins
• Create and format reports
• Sort and group output
• Create and use templates
• Create formulas
• Apply selection criteria
• Display tabular data
• Enhance reports by using charts

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

Creating Expressions

• Defining and Using Simple Expressions
• Using Expressions in Criteria
• Using Links in Expressions
• Using Prompts in Expressions
• Using Aggregates in Expressions
• Using Literals in Expressions

Implementing Any Joins

• Explaining Any Joins
• Creating Any Joins

Using Sub queries

• Explaining Sub queries
• Creating Single Value Sub queries
• Creating Advanced Sub queries

Working with Unions

• Explaining Unions
• Using Literals in Unions
• Creating and Viewing Unions

Performing Outer Joins

• Describing Outer Joins
• Creating Standard Outer Joins

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

Creating Formulas

• Creating Formula Fields
• Creating Formatting Formulas
• Using Functions in Formulas

Creating Sub-reports

• Describing Sub-reports
• Linking Multiple Reports
• Modifying Sub-reports

Applying Selection Criteria

• Using Select Expert
• Adding Prompts to Reports

Displaying Tabular Data and Using Charts

• Describing Cross-Tabs
• Using and Controlling Cross-Tabs
• Creating Charts
• Viewing Detailed Report Information

Using Process Scheduler to Run Reports

• Identifying the Components of the Process Scheduler
• Running Reports with Process Scheduler

PeopleSoft: Query/Crystal Power Combo Rel 8.48 / D19239GC30