GeorgiaFIRST Financials
PeopleSoft Query: The Next Step
Robin Mullinix
Systems Analyst
50-minute Crash Course on
PeopleSoft Query, for Intermediate…
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Agenda
• Current Considerations
– Overview of PeopleSoft Query
– Training Resources
– Some considerations
• Introduction to Intermediate (¿Advance?)
Features
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Where’s my data?!?
Demonstration
Where do we go from here
Which feature to start using, where?
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High Level Overview of
PeopleSoft Query
• An end-user reporting tool that
allows you to retrieve information
from the PeopleSoft database tables.
• Instead of writing code (SQL
statements), you use a graphical
user interface to extract the precise
information that you are looking for.
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Training Resources
• General Job Aids
and Reference Documents:
http://www.usg.edu/gafirstfin/documentation/category/general_jo
b_aids_and_reference_documents
• GeorgiaFIRST Financials Query
courses offered through GeorgiaVIEW:
https://usgtrain.view.usg.edu/
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General Job Aids
and Reference Documents
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Where’s my data?!?
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Key Records list
Others queries
Browsing the tables
ERD
Firefox ‘lookup/view selection source’
{just easier in ff}
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Key Records List
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Key Records List
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ERD
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Browsing the tables
• Bring up a table (in fplay)
• Look at the keys fields (in fplay)
• Add criteria for (some of) the key fields
(in fplay)
• Run it and see what you get
(in fplay)
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Firefox View Selection Source
{very geeky}
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Firefox View Selection Source
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Firefox View Selection Source
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Firefox View Selection Source
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Firefox View Selection Source
Questions?
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In Tree Operator:
Definition of a Tree
• A tree is the graphical hierarchy in
PeopleSoft that displays the relationship
between all accounting units (i.e.,
departments, projects, reporting groups,
account numbers) an determines roll-up
hierarchies. In a tree, to roll up is to total
sums based on information hierarchy.
• Similar to “In List”
• You can use trees in query as a type of prebuilt list. The list exists in your database
already, as a PeopleSoft tree.
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In Tree Operator
• Use existing tree, leverage the work
put into building the tree
• Build a new one (please inform ITS Help Desk
when you do so we can secure it from accidental
modification by another Institution)
• Ease of maintenance: update the
tree and all your queries
automatically inherit any changes.
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
Select above
Select below
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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In Tree Operator
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Between Operator
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Between Operator
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Between Operator
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Between Operator
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Between Operator
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Between Operator
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Between Operator
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Between Operator
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Between Operator
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In Tree or Between Operator
Questions?
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Left Outer Joins
• Ability to get information from
another table when there may not
always be a full join (for every row in A,
there is always at least one row from B)
between them
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins
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Left Outer Joins vs Inner Join
• Results using the standard join
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Left Outer Joins
• Results of LOJ vs Full Join
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Multiple Left Outer Joins
• Only against previous table
– A left outer join B, but can’t A left outer
join C (if there’s a B table between them)
• Could String LOJ to LOJ… but not
a good idea
– A left outer join B left outer join C
• Union, but field types must line up
• Connected Query as ‘substitute’
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Left Outer Joins
• Questions?
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Connected Query
• Connected Queries offer the ability
to do a Left Outer Join
• The output is xml
• We are still in the process of
learning this new tool (BI Publisher, formerly
known as XML Publisher) for rendering xml
into ‘human readable’ format.
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Connected Query
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Drilling URLs
• Drilling URLs are the URLs that we define
• What’s a URL?!?
• A Uniform Resource Locator:
the address of a web page, ftp site, audio
stream or other Internet resource
• A uniform resource locator (URL) is a
reference to a resource that specifies the
location of the resource on a computer network
and a mechanism for retrieving it
• Ok, instead of getting a static list of results,
the results can contain links to more
information: Interactive Results!
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Drilling URLs
• Added feature to regular queries
• Can be added to existing queries
• Where should it go to
(Add/Update page, or Viewer page?)
• Which fields should be links?
• Which Queries should we work on
first?
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Drilling URLs
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Drilling URLs
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Drilling URLs
• Questions?
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Questions?
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University System of Georgia
Information Technology Services