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INTRODUCTION TO PEOPLESOFT QUERY

INTRODUCTION TO PEOPLESOFT QUERY. AGENDA. Overview PeopleSoft Query Running Queries Writing Queries Advanced Topics Multiple Table Queries Prompted Queries Writing Expressions. GROUND RULES.

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INTRODUCTION TO PEOPLESOFT QUERY

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  1. INTRODUCTION TO PEOPLESOFT QUERY

  2. AGENDA • Overview • PeopleSoft Query • Running Queries • Writing Queries • Advanced Topics • Multiple Table Queries • Prompted Queries • Writing Expressions

  3. GROUND RULES • Frequently we’ll be navigating together as a class in order to all see the same screens at the same time • Don’t go exploring on your own • Let me know immediately if you are having trouble navigating to the next page • I’ll let you know when you can go ahead on your own

  4. OVERVIEW • PeopleSoft Query • Basic ad hoc reporting tool • Allows you to write ad hoc queries and run queries shared by others • Allows data to be extracted to Excel or in other formats

  5. BASIC QUERY Six steps to creating a basic query • Select the record(s) (data tables) • Select the data field(s) • Set the query preferences • Edit the field properties • Save the query (optional) • Run the query

  6. SAVED QUERY • You can access and run queries that you or others have saved in the past • Public Queries are queries that you or others have saved • Private Queries are queries that you have saved • When using a Public Query, • Always save the query under a new name before making any changes if you did not create the query • OK to Run a Public Query without saving it under another name

  7. NAVIGATION TO THE REPORTING TOOLS FROM THE MENU Reporting Tools, Query, Query Manager

  8. Using a Saved Query • Follow along with me on this exercise • Navigate to Reporting Tools, Query, Query Manager Enter EM in the Search For box • Click on Search button

  9. Note: • the list of query names & descriptions • Ownership (Public or Private) • Edit and Run to HTML or Excel hyperlinks

  10. You can open an existing query by clicking on the Edit name hyperlink • Using the Action drop down box you can delete, move to folder or rename a query • Do not delete or rename a query created by another person • Click on EE_LIST

  11. This takes us to the Field tab of the query • We’ll take a closer look at this later • Click the Run Tab

  12. Query Results • Click on Excel SpreadSheet hyperlink

  13. Wow! • You can now format your report as you normally would with any other Excel spreadsheet, save the report or e-mail it to another person. • Close the window

  14. Create New Query • Follow along with me on this exercise • Navigate to: Reporting Tools, Query, Query Manager Click on Create New Query

  15. Record Selection • The first step is to select a record • Note search options • Search By • Use Drop down box to see other options • Enter Personal in the search box to find the Personal Data record

  16. Record name description • Add record hyperlink to select the record for this query • Show Fields hyperlink to view the fields in the record • Locate PERSONAL_DATA, click Add Record

  17. Note • Folder icon • Alias • Record • Hierarchy Join • Minus Button • Choose Fields • Checkbox • Key Symbol • Field • Add Criteria button • Join Record Name

  18. Select the Fields • Select the checkboxes for the following fields: • EMPLID • NAME • SEX • Birthdate Select the Fields tab

  19. •Col •Field •Format •Ord •XLAT •Agg •Heading Text •Add Criteria Button •Edit Button •Minus Button

  20. Edit Field Properties • Locate the SEX field • Select Edit

  21. Heading • No Heading Text • Text • RFT Short • RFT Long • Heading Text • Unique Field Name • Aggregate • Translate Value • None • Short • Long

  22. Edit The Data Heading: Text Heading Text: Gender Aggregate: None Translate Value: Short Click OK

  23. Click on Column Order and move Birthdate to col 3 Click the sort Order and select sex as order 1

  24. The Birthdate field has moved above the Sex field. The sex field designated as the primary sort, will display the short translate value rather than a code and will display the column header as Gender • Edit a few more field properties for practice Edit field EMPLID Heading Text: Employee ID Order By: 1

  25. Select the View SQL tab • The query tool automatically generates SQL (Structured Query Language) code for you. • SQL will look familiar to those of you who wrote queries in the past using QMF and is useful in troubleshooting problems with a query.

  26. Saving Queries • Once you have created a query, you may want to save it prior to running it. • Click SAVE • Enter • Query Name • Description • Owner • Private • Public

  27. Enter Query Name: OX_GBLCO_EE_LIST_INITIALS Description: General Info About Employees Owner: Public • Click OK • Then click the Properties tab

  28. The properties page allows you to maintain information related to the query • Query Name, Description and Owner defaulted from the Save Page • Query Type defaults to User • Distinct checkbox eliminates duplicate rows (current problem in Oxy PeopleSoft environment) • Query Definition allows further documentation about the query • Status Box displays the history of the last save of the query • Click Run to execute the query

  29. Examine your data • Note the Download Results options • Close this window by clicking the “X” in the upper right corner

  30. Key Points • There are six steps to creating a query • Select the record(s) • Select the data field(s) • Set the query preferences • Edit the field properties • Save the query (optional) • Run the query • For translate fields, the long or short descriptions can be displayed rather than the code • Queries can be saved as public or private • The SQL statement generated by a query can be viewed by selecting the View SQL tab

  31. You have been asked to produce a query that displays the hire and termination dates of all employees and eliminate duplicates. Individual Activity #1

  32. Did you remember to: • Change field headings • Order by termination date in decending order • When discussion over, click New Query hyperlink

  33. You have been asked to produce an updated list of employees emergency contacts. Individual Activity #2

  34. Did you remember to: • Change headings? • Use short translate value for Relationship? • Order by EmplID and Contact Name? • When discussion over, click New Query hyperlink

  35. Selection Criteria • We will add criteria rows to a query to return specific rows of data • Compare fields to find data matching specified conditions

  36. Create a basic query to capture employee data and save the query without running it. Selection Criteria

  37. Did you remember to make the following field edits? • Change Name to the first field and sort by name? • Use the Short Name for the Mar_Status translation type? • Name the query and give it a description? • When we are all ready, click the Criteria tab and then the Add Criteria button.

  38. Choose Expression 1 Type • Used to specify what you are comparing • Field • Expression • Note that your selection of Expression 1 Type changes the display for Expression 1 • Expression 1 • Select the field or expression you want to compare • Field • Expression • Next we’ll consider Condition Type

  39. Condition Type

  40. Check the different Expression 2 Types • Field • Expression • Constant • Prompt • Subquery • Click the Cancel button • Click the Query tab

  41. Find the field: Sex • Click Add Criteria button

  42. Select condition type: equal to • Expression type: Constant • Expression 2: F • Click OK

  43. You can apply criteria to fields that are not in the query output • You need to know how the data is stored in the database to ensure accurate results when the query is run • Click Save then Run to view the output

  44. In addition to your current criteria, we now want to retrieve just employees who have a first name, middle initial or last name that begins with the capital letter “D”. • From the Criteria page, click the Add Criteria Button

  45. Select Expression 1 Type: Field • Expression 1 click Find Value prompt button • Select Name field from the list • Condition type: like • Expression 2 Type: Constant • Expression 2: %D% • The Like operator is case sensitive and uses wildcard characters to search for data • Wildcard characters are: % Any string of zero or more characters __ (underscore) Any single character • Click OK

  46. Click Save • Note the And/Or drop down list • Click Run

  47. You now have a female employees who have a capital “D” in their name

  48. Produce a list of all employees whose Business Title contains the word “Manager”. Also, only show those who were hired after 1989. Individual Activity #3

  49. Results

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