SpearMC PeopleSoft v9 Query Manager Training

PeopleSoft Query Manager
End User Training Guide
ContactInformation: SpearMCConsulting 1866SPEARMC www.spearmc.com

CHAPTER1GETTINGSTARTED..................................................................................................................1 OVERVIEWOFQUERYMANAGER................................................................................................................. 1 COURSEOBJECTIVES.....................................................................................................................................1 ACCESSINGPEOPLESOFTQUERY................................................................................................................... 1 CHAPTER2ACCESSINGQUERYMANAGER................................................................................................3 EXPLORINGQUERYMANAGERPAGES.......................................................................................................... 3 QUERYMANAGERCOMMONACTIONS...................................................................................................... 27 CHAPTER3WORKINGWITHEXISTINGQUERIES......................................................................................33 SEARCHINGFOREXISTINGQUERIES........................................................................................................... 33 MANAGINGQUERIES..................................................................................................................................39 CHAPTER4WORKINGWITHRECORDS...................................................................................................47 SEARCHINGFORRECORDS.......................................................................................................................... 47 PREVIEWINGFIELDS....................................................................................................................................50 ADDINGRECORDS.......................................................................................................................................52 DELETINGRECORDS....................................................................................................................................52 CHAPTER5WORKINGWITHFIELDS.......................................................................................................53 ADDINGFIELDS............................................................................................................................................53 CHANGINGCOLUMNDISPLAYORDER........................................................................................................ 54 DEFININGSORTORDER............................................................................................................................... 57 CHANGINGCOLUMNHEADINGS................................................................................................................. 60 APPLYINGAGGREGATEFUNCTIONS........................................................................................................... 62 DELETINGFIELDS.........................................................................................................................................66 CHAPTER6WORKINGWITHCRITERIA...................................................................................................67
SpearMCQueryManagerTrainingGuide
DEFININGCRITERIA.....................................................................................................................................67 WORKINGWITHMULTIPLECRITERIA .......................................................................................................... 75 DEFININGDISTINCTCRITERIA..................................................................................................................... 82 EDITINGCRITERIA........................................................................................................................................83 DELETINGCRITERIA.....................................................................................................................................84 CHAPTER7BUILDINGPROMPTS.............................................................................................................85 CREATINGPROMPTS...................................................................................................................................85 ADDINGPROMPTSTOCRITERIA................................................................................................................. 87 DELETINGPROMPTS....................................................................................................................................88 CHAPTER8BUILDINGEXPRESSIONS......................................................................................................89 DEFININGEXPRESSIONS.............................................................................................................................. 89 DEFININGAGGREGATEFUNCTIONS............................................................................................................ 97 ADDINGEXPRESSIONSTOCRITERIA .......................................................................................................... 101 DELETINGEXPRESSIONS............................................................................................................................ 101 CHAPTER9BUILDINGSUBQUERIES....................................................................................................103 DEFININGASUBQUERY............................................................................................................................. 103 CHAPTER10BUILDINGLISTOFVALUES................................................................................................109 DEFININGLISTOFVALUES ......................................................................................................................... 109 DELETINGLISTOFVALUES........................................................................................................................ 113 CHAPTER11UNDERSTANDINGJOINS..................................................................................................115 CREATINGHIERARCHYJOINS.................................................................................................................... 115 DELETINGHIERARCHYJOINS..................................................................................................................... 117 CREATINGRELATEDRECORDJOINS.......................................................................................................... 117 DELETINGRELATEDRECORDJOINS........................................................................................................... 121
CREATINGANYRECORDJOINS.................................................................................................................. 121 CHAPTER12SAVINGQUERIES.............................................................................................................129 SAVINGANEWQUERY.............................................................................................................................. 130 SAVINGCHANGES ......................................................................................................................................130 SAVINGACOPY.........................................................................................................................................130 CHAPTER13RUNNINGQUERIES..........................................................................................................131 USINGPROMPTS.......................................................................................................................................131 RUNNINGTOHTML...................................................................................................................................132 RUNNINGTOEXCEL...................................................................................................................................139 PREVIEWING..............................................................................................................................................143 CHAPTER14FINANCIALSDESKTOPREFERENCE...................................................................................147 DEFININGEXCELFILETYPES...................................................................................................................... 147 PLANNINGGUIDEFORBUILDINGQUERIES ............................................................................................... 149 APPENDIXTABLESUSEDFORREPORTING..........................................................................................151
CHAPTER1GETTINGSTARTED
OVERVIEWOFQUERYMANAGER
WelcometoPeopleSoftQueryManagerBasics!Thismanualcontainsthetoolsneededtolearnthe conceptsandproceduresinvolvedincreatingandrunningqueriesinPeopleSoftQueryManager.Userswill learnthebasicfunctionsofQueryManagerincluding,searchingforpredefinedqueries,creatingnew queries,managingqueries,runningqueries,andexportingqueryresults.
COURSEOBJECTIVES
Bytheendofthiscourse,usersshouldhavethetoolsandinformationnecessaryto: AccessQueryManager NavigateQueryManager FindExistingQueries ManageQueries CreateandModifyQueries RunQueries
ACCESSINGPEOPLESOFTQUERY
PeopleSoftdatabasesareaccessedthroughaninternetwebbrowser.ThefollowingURLscurrentlyprovide accesstotheFinancialApplications.EntertheURLintheAddressfieldofthewebbrowser.Contacta supervisorforupdatedaddressesforproduction,reporting,qualityassurance,andusertrainingpurposes. ** SPECIFIC TO CLIENT SYSTEM**
AddPeopleSoftdatabaseURLstothewebbrowsersFavoritesFolderforeasyaccessto PeopleSoftdatabases. Queryoptionsdisplaybasedonuserrolesandsecurity.ToaccessPeopleSoftQueryfunctions,expandor doubleclickReportingToolsintheNavigationMenu.TheQueryfoldercontainslinkstoQueryManager, QueryViewer,andQueryScheduler. QueryManager:Allowsuserstocreatenewqueries,modifyexistingqueries,andschedulequeriestorun atalaterdate. QueryViewer:Providesreadonlyaccesstopredefinedqueries.Userscansearch,run,print,and downloadquerydata. QueryScheduler:Allowsuserstomanagequeriesscheduledtorunatalaterdate.
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INTENTIONALLYLEFTBLANK
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CHAPTER2ACCESSINGQUERYMANAGER
ToopenQueryManager,navigatetoReportingToolsandaccessQuery.AccesstoQueryManagerandits functionsisbasedonusersecurity.Someoptionsmaynotbeavailabletoallusers. CollapsetheNavigationMenuwhileworkinginamoduletoviewtheentirePeopleSoft page.ExpandtheNavigationMenutonavigatetoadifferentmodule.
QueryManageropensinquerysearchmode.FromthemainQueryManagerPage,userssearchforan existingqueryusingBasicorAdvancedSearch,andcreatenewqueries
EXPLORINGQUERYMANAGERPAGES
QueryManagerisorganizedasagroupofpages.Thepagesopenwhenaccessinganexistingquery,and whenbuildinganewquery.Eachpageservesafunctionwhencreating,modifying,orreviewingqueries.
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RecordsPage
TheRecordsPageprovidesBasicandAdvancedSearchestofindrecordsinthePeopleSoftdatabase.The RecordsPageprovidessearch,preview,andjoinfunctionality. AccesstheRecordsPageto: SearchforRecords PreviewFields Add/JoinRecords
RecordsSearchInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. SearchBy:TheBasicSearchandAdvancedSearchprovidethefollowingcategoriestoguidea recordsearch:
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AccessGroupName:Providesalistofrecordsbasedonsecurityaccesstotableinformation. ContainsFieldName:Providesalistofrecordscontainingaspecificfield. Description:Providesalistofrecordswithakeywordcontainedintherecordsdescriptivename. RecordName:Providesalistofrecordsbasedontherecordsdatabasename. BasicSearch:TheBasicSearchassumesthatthecriteriaenteredwillbefoundatthebeginningofthe informationrequested.Leavingthecriteriafieldblankreturnsallrecords.Usewildcardstoexpandthe searchbeyondtheBeginswithcondition. ANoteonWildcardsUsewildcardsasplaceholdersfordatawhen conductingasearch.ThemostcommonlyusedwildcardinPeopleSoftis the%symbol. %value:Searchesfordatacontainingthewordvalueattheendofadata string. %value%:Searchesfordatacontainingthewordvaluewithinadata string. value%:Searchesfordatacontainingthewordvalueatthebeginningof adatastring. AdvancedSearch:Opensasearchpageallowingtheuseofconditionaloperatorstoexpandtheflexibility ofsearchingforrecords.AdvancedSearchusesthesamefieldsfortheSearchByoptionsastheBasic Search.AccessConditionalOperatorsfromthedropdownlist.
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< <= = > >= Beginswith Between Contains In
Resultsarelessthanthecriteriaentered. Resultsarelessthanorequaltothecriteriaentered. Resultsareexactlyequaltothecriteriaentered. Resultsaregreaterthanthecriteriaentered. Resultsaregreaterthanorequaltothecriteriaentered. Resultsbeginwiththecriteriaentered. Resultsfallwithinandincludetherangeentered.Separaterangewithcommas. Resultscontainsomeformofthecriteriaentered.Enteringbegwouldreturn Beginning,Beg.,etc. Resultspresentedhaveoneormoreofthecriteriaentered.Separatecriteriawith commas.EnteringLedgerandBankwouldproduceresultscontainingeitherledger orbank. Resultsdonotincludethecriteriaentered.EnteringLedgerwillpreventLedger fromreturning.
Not=
RecordsResultsInformation Recordsmeetingthecriteriaenteredreturnsinalist.Fromtheresults,addrecordstothequery,or previewthefieldscontainedwithintherecord.
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Recname:Displaysthenameanddescriptionoftherecordretrievedbythesearch. AddRecord/JoinRecord:Addstherecordtothequery.AddRecordopenstheQueryPagetoaddfieldsto thequery.Afterthefirstrecordisadded,AddRecordchangestoJoinRecord.Eachtimeanewrecordis needed,navigatetotheRecordstabtosearchandjoinarecord. ShowFields:Previewsthefieldscontainedintherecord.Previewingthefieldshelpsdetermineifthe recordwillmeettheneedsofthequery.
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Key:Akeyfieldisauniqueidentifierinarecord.Therecanbeasingleormultiplekeyfieldsfor eachrecord.AkeyfielddisplaysYinthecolumnnexttothefieldname.Usingallkeyfields preventstheretrievalofduplicaterowsofdata.Forexample,omittingtheEffectiveDatekeyfield fromaqueryretrievesmultiplerowsoflikedata,eachwithadifferentEffectiveDate. Description:Displaysthefieldnameandthedescriptionofthedatafield.
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QueryPage
TheQueryPagedisplaysrecordsselectedforthequeryandfieldscontainedwithintherecords.Afolder withanaliasnamerepresentseachrecord.Therecordfoldersexpandtodisplayfields.Afieldusedforthe queryhasacheckmarknexttoitsname.NavigatebetweentheRecordsPageandQueryPagetoadd additionalrecordsandfields. AccesstheQueryPageto: AddFields CreateRecordJoins CreateHierarchyJoins AddCriteria DeleteRecords
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QueryPageInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetop ofthepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. RecordNameandDescription:Thenameofeachrecordaddedtothequerydisplayswitha foldericon.Expandandcollapsethefoldertoviewandhidethefieldscontainedineachrecord. Thealphacharacterbeforetherecordnamerepresentsanaliasname.Thesystemassignsanalias nametodistinguishfieldshavingthesamenameinmultiplerecords. FieldNameandDescription:Thenameanddescriptionoffieldscontainedinarecorddisplaywhen arecordfolderisexpanded. KeyField:Indicatesthefieldisauniqueidentifierforeachrecord. SortFields:Sortsthefielddisplayinalphabeticalorder.Toremovethesort,clicktheicon again. HierarchyJoin:Joinsaparentandchildrecord.AHierarchyJoinlinkdisplaysforeachrecordinthe query. DeleteRecord:Removesarecordfromthequery. SelectFields:Addsandremovesfieldsfromthequery.CheckAllFieldsselectsallfieldsforthe query.UncheckAllFieldsremovesthefieldselections. RelatedRecordsJoin:Joinsrelatedrecordswithcommonfields.Ifafieldhasarelationshipwith anotherrecord,ajoinlinkdisplaysnexttothefield. ExpandAllRecords/CollapseAllRecords:Expandsandcollapsesfoldersformultiplerecords. AddCriteria:OpenstheCriteriaPagetoaddfilterconditionstothefield.
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ExpressionsPage
TheExpressionsPageisusedtocreatecalculationsusingStructuredQueryLanguage(SQL).Expression resultscanbedisplayedasacolumninthequery,orusedaspartofthequerycriteria. AccesstheExpressionsPageto: BuildExpressions AddExpressionstoaQuery AddExpressionstoCriteria EditExpressions DeleteExpressions
ExpressionsPageInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. AddExpression:OpenstheEditExpressionPropertiesPageforexpressiondefinition. ExpressionText:DisplaysthelogicdefinedintheEditExpressionPropertiesPage. UseasField:Addstheresultsoftheexpressiontothequeryresults. AddCriteria:OpenstheEditCriteriaPropertiesPagetocreateacriteriastatementbasedonthe expressionresults. Edit:OpenstheEditExpressionPropertiesPagetomodifyanexistingexpression. Delete:Removesanexpressionfromthequery.
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EditExpressionProperties
ExpressionType:Createexpressionsusingcharacter,number,anddatefields. Length:Thedigit/characterlengthfortheexpressionresults. Decimals:Thenumberofdigitstodisplayafterthedecimalinanumericexpression. AggregateFunction:DefinestheexpressionasacalculationusingaSQLfunction. AddField:Addsafieldtotheexpression. AddPrompt:Addsaprompttotheexpressionifthecalculationreliesoninformationenteredbya user.
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PromptsPage
Promptsallowuserstoenterdatatofilteraquery.Creatingpromptsexpandstheuseofaquerybeyond theneedsofasingleuser.Forexample,addingpromptsforBusinessUnitandDateRangeexpandstheuse ofageneralledgerqueryforusebyallbusinessunits. AccessthePromptsPageto: DefinePrompts EditPrompts DeletePrompts
PromptsPageInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. AddPrompt:OpenstheEditPromptPropertiesPagetodefineanewprompt. Prompt:Displaysthenamesofsavedprompts. Edit:OpenstheEditPromptPropertiesPagetomodifyanexistingprompt. Delete:Removesthepromptfromthequery.
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EditPromptProperties
FieldName:Definesthefieldusedforthepromptcomparison. Type:Definesthedataformatofthefieldselected.Formatsincludecharacter,number,anddate. Theinformationforthisfieldautopopulatesbasedonthedatabasedefinitionforthefield. Format:Definesthedataformatforthefieldandprompt.Thisfieldautopopulatesbasedonthe databasedefinitionforthefield. Length:Definesthelengthofthecharacterornumberforthefieldandprompt.Thisfieldauto populatesbasedonthedatabasedefinitionforthefield. Decimals:Definesthedecimalplacementforanumberfieldandprompt.Thisfieldautopopulates basedonthedatabasedefinitionforthefield. EditType:Definesthetypeoffieldeditfortheprompt.Thisfieldautopopulatesbasedontheedit typedefinedforthefieldonthedatabase. HeadingType:Definesthetextdisplayedwhenthepromptispresentedtotheuser. HeadingText:DefineslabelforthepromptwhenHeadingTypeofTextisselected. UniquePromptName:Thesystemassigneduniqueidentifierfortheprompt. PromptTable:Definesthedatabasetabletobeusedwhencomparingdataenteredbytheuser withthefield.
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FieldsPage
TheFieldsPageprovidesinformationregardingtheindividualfieldsselectedtodisplayinthequeryresults. AccesstheFieldsPageto: DefineCriteria DefineExpressions EditColumnHeadings DefineSortOrder DefineColumnDisplayOrder DeleteFieldsfromtheQuery
FieldsPageInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. Column:Designatesthedisplayorderofthefieldsinthequeryresults. Record.Fieldname:Displaystherecordandfieldname. Format:Displaysthedatabaseformatdefinitionforthefield. Ord:Displaysthesortorderforthefield.Ifdescendingsortorderisdefined,Dwillalsodisplayin thiscolumn. SpearMCQueryManagerTrainingGuide Page15
XLAT:DisplaysthevaluetoappearinthequeryresultswhenaTranslateTableisused.. Nindicatesnovaluewilldisplayinthequeryresults. Sindicatesthecode,orshortvalue,willdisplayinthequeryresults. Lindicatesthecodedescription,orlongvalue,willdisplayinqueryresults. Agg:DisplaystheAggregateFunctiondefinedforafield. HeadingText:Displaysthecolumnheadingusedinqueryresults. AddCriteria:Definesfiltercriteriausingthefield.Ifthefieldhasanexpressiondefined,theEdit HavingCriteriaPropertiesPagewilldisplay.Ifthefielddoesnothaveanexpressiondefined,the EditCriteriaPropertiesPagewilldisplay. Edit:OpenstheEditFieldPropertiesPagetodefineaggregatefunctions,columndisplayorder, columnheadings,andsortorderforthefield. Delete:Removesthefieldfromdisplayinginqueryresults. Reorder/Resort:OpenstheEditFieldOrderingPagetochangethecolumndisplayanddatasort order. EditFieldProperties
FieldName:Displaysthealiasnameofthefieldbeingmodified. Column:Defineswhichcolumnthedataappearsinthequeryresults. OrderByNumber:Definesthesortorderforthefield. Descending:Definesascending/descendingsortorderforthefield. Page16 SpearMCQueryManagerTrainingGuide
Heading:Definesthecolumnheadingtodisplayinqueryresults. HeadingText:DefinesthecolumnheadingtodisplayiftheTextoptionisselected. UniqueFieldName:Displaysthealiasnameofthefield. Aggregate:Definesthefieldtoreturnasinglevalueformultiplerowsofdata.
EditFieldOrderingPage
NewColumn:Entryfieldforassigninganewcolumndisplaypositionforthefield. Column:Thecurrentcolumndisplaypositionforthefield. Record.Fieldname:Therecordandfieldnameforthedata. OrderBy:Thecurrentsortorderforthefield. Descending:Indicatesifthedataissortedindescendingorascendingorder. NewOrderBy:Entryfieldforassigninganewsortorderforthefield.
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CriteriaPage
Aquerywithoutcriteriaretrieveseveryrowofdataintherecord.Criteriastatementsfilterthedatato narrowresults.Criteriastatementsfilterdatabycomparingfieldvalues,expressions,andlogicaloperators. AccesstheCriteriaPageto: DefineCriteria EditCriteria GroupCriteria ReorderCriteria DeleteCriteria
CriteriaPageInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. AddCriteria:OpenstheEditCriteriaPropertiesPagetodefinecriteria. GroupCriteria:OpenstheEditCriteriaGroupingPagetoapplygroupinglogictothecriteriawhen multipleoperatorsofdifferenttypesareused. ReorderCriteria:OpenstheEditCriteriaOrderingPagetochangetheordercriteriaisappliedto thequery. Logical:Displaystheoperatorappliedtoconnectthecriteriastatements.Adropdownlistprovides availableoptions. Page18 SpearMCQueryManagerTrainingGuide
Expression1:Displaysthefieldorexpressiondefinedasthefilterdata. ConditionType:Displaysthecomparisonoperatordefinedforthefilter. Expression2:Displaysthefieldorexpressiondefinedasthecomparisondataforthefilter. Edit:OpenstheEditCriteriaPropertiesPagetodefinecriteria. Delete:Removesthecriteriafromthequery. EditCriteriaProperties
Expression1:Definesthedatatobefiltered.Ifthefilterisbasedonafield,thefieldcontainingthe datawillbedefined.Ifthefilterisbasedonanexpression,theexpressionwillbedefined. ConditionType:Definesthecomparisonlogicforthetwoexpressions.TheConditionType determinesthedefinitionofExpression2.IfExpression1isanEffectiveDate,specialcondition typesbecomeavailable. Expression2:Definesthecomparisondataorvalue.DatafromExpression1comparestothedata inExpression2.Thequeryretrievesdatameetingthecondition.
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EditCriteriaGroupingPage
Logical:Thelogicoperatorconnectingthecriteriastatements. GroupingField1:Theentryfieldforparenthesistogroupcriteriastatements. Expression1:Thelogicdefinedforthefilteringexpression. ConditionType:Thelogicdefinedfortheexpressionoperator. Expression2:Thelogicdefinedforthecomparisondata. GroupingField2:Theentryfieldforparenthesistogroupcriteriastatements.
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EditCriteriaOrderingPage
NewPosition:Theentryfieldforchangingtheorderthequeryappliesthecriteriastatement. Position:Thecurrentorderthequeryappliesthecriteriastatement. Expression1:Thelogicdefinedforthefilteringexpression. ConditionType:Thelogicdefinedforthecomparisonoperator. Expression2:Thelogicdefinedforthecomparisondata.
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HavingPage
AddexpressionresultstocriteriastatementsusingtheHavingPage.TheCriteriaPageonlyallowsfields containedwithinarecordtobeaddedtocriteriastatements.Forexample,creatingaquerytoprovidea listofjournalentries,wherethesumofthejournalentriesforadaterangeisgreaterthanzero,requires HavingCriteria.Anexpressiondefinesthesumofthejournalentries.Theresultofthejournalentry expressionisaddedtoacriteriastatementtoretrieveonlythoseamountshavingatotalamountgreater thanzero.Thequeryperformsthecalculationbeforeapplyingthecriteriastatement. AccesstheHavingPageto: AddExpressionResultstoCriteria EditHavingCriteria GroupHavingCriteria ReorderHavingCriteria DeleteHavingCriteria
HavingPageInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. AddHavingCriteria:OpenstheEditHavingCriteriaPagetodefinecriteriausinganexpression result. GroupCriteria:OpenstheEditCriteriaGroupingPagetoapplygroupinglogictothecriteriawhen multipleoperatorsofdifferenttypesareused. ReorderCriteria:OpenstheEditCriteriaOrderingPagetochangetheorderthequeryapplies criteriastatements. Page22 SpearMCQueryManagerTrainingGuide
Logical:Displaystheoperatorconnectingthecriteriastatements. Expression1:Displaysthefieldorexpressiondefinedasthefilterdata. ConditionType:Displaysthecomparisonoperatordefinedforthefilter. Expression2:Displaysthefieldorexpressiondefinedasthecomparisondataforthefilter. Edit:OpenstheEditHavingCriteriaPropertiesPagetodefinecriteria. Delete:Removescriteriastatementsfromthequery. EditHavingCriteriaProperties
Expression1:Definesthedatatobefiltered.Ifthefilterisbasedonafield,thefieldcontainingthe datawillbedefined.Ifthefilterisbasedonanexpression,theexpressionwillbedefined. ConditionType:Definesthecomparisonlogicforthetwoexpressions.Theconditiontypeselected determineshowExpression2isdefined.IfExpression1isanEffectiveDate,specialconditiontypes becomeavailable. Expression2:Definesthecomparisondataorvalue.DatafromExpression1iscomparedtothe datainExpression2.Datameetingtheconditionwillberetrievedbythequery. SpearMCQueryManagerTrainingGuide Page23
EditCriteriaGroupingPage
Logical:Thelogicoperatorconnectingthecriteriastatements. GroupingField1:Theentryfieldforparenthesistogroupcriteriastatements. Expression1:Thelogicdefinedforthefilteringexpression. ConditionType:Thelogicdefinedfortheexpressionoperator. Expression2:Thelogicdefinedforthecomparisondata. GroupingField2:Theentryfieldforparenthesistogroupcriteriastatements.
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ViewSQLPage
TheViewSQLPagedisplaysthedefinitionofthequeryinStructuredQueryLanguage.QueryManager takesallfields,expressions,calculations,andcriteriaforthequeryandcompilesitintoSQL.ViewingSQL helpsidentifylogicanddataissueswithqueries.Inaddition,usetheSQLofaworkingquerywithother querytoolsthatmayoffermoreflexibilityindesigningqueries.
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PreviewPage
UsetheRunPagetoreviewqueryresultspriortosaving,printing,ordownloadingthequery.FromRun, navigatequeryresults,refreshdataafteraddingnewinformation,anddownloadtheresultstoExcel.
RunPageInformation PromptsUsed:Ifpromptswereusedtoexecutethequery,thenameofthepromptandthedata enteredbytheuserdisplaysabovethequeryresults. ViewAll:Selecttoviewallqueryresultswithoutpagination. RerunQuery:Selecttorefreshthequeryresults. DownloadtoExcel:SelecttoopenqueryresultsinExcel.
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QUERYMANAGERCOMMONACTIONS NavigatingResults
AfterperformingasearchinQueryManager,resultsconsistentlydisplaywithaheadertonavigatethrough theresults.
ViewAll:Displaysthesearchresultsononepage.Bydefault,QueryVieweronlydisplays30resultsata time.SelectViewAlltodisplayalltherecordsretrievedwithoutpagination.ThelinkrevertstoView30 aftertheresultsaredisplayed. PageNavigation:TheQueryheaderdisplaysthenumberofrecordsdisplayedandthenumberofrecords retrieved.QuicklynavigatetothefirstandlastresultspagesusingtheFirstandLastlink.Navigateone pageatatimeusingthearrowbuttons.
CustomizingQueryManager
EverysearchperformedinQueryManagerproducesaresultspagewithaheader.Customizeresults displaytosuittheneedsoftheindividualuser.ThecustomizationattachestotheUserIDanddatabase instance.Futuresearchresultsforthepagedisplayintheorderrequested.Customizingtheresultsdisplay foronepagedoesnotaffecttheresultsonanotherpage.
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CustomizeSearchResultsDisplay SelectCustomizefromtheNavigationHeader. SelectthecolumntitlefromtheColumnOrderlist. Usetheupanddownarrowbuttonstomovethecolumntitle. CustomizeSearchResultsSort SelectCustomizefromtheNavigationHeader. SelectthecolumntitlefromtheColumnOrderlist. UsetherightarrowbuttontocopythecolumntitletotheSortOrderlist. IfmultiplecolumntitlesareaddedtotheSortOrderlist,usetheupanddownarrowbuttonsto movethecolumntitle. RemoveColumnsfromSort SelectCustomizefromtheNavigationHeader. SelectthecolumntitlefromtheSortOrderlist. Selectthedeleteicontoremovethecolumntitle. SortinDescendingOrder SelectCustomizefromtheNavigationHeader. SelectthecolumntitlefromtheSortOrderlist. Selectthedeleteicontoremovethecolumntitle.
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QueryManagerCommands
ThefollowingcommandsdisplayatthebottomofQueryManagerPages.
Save/SaveAs:UseSaveorSaveAstocommitquerychanges.Saveoverwritestheexistingquery.SaveAs savesacopyofthequery.
Query:Namethequeryusingstandardnamingconventions. Description:Ashortdescriptionofthequeryspurpose. Folder:Thenameofthefolderwherethequerywassaved. SpearMCQueryManagerTrainingGuide Page29
QueryType:Definesthequerysintendeduse. o Archive:UsedbytheDataArchiveManagerprocess. o User:UsedtoretrievedatadirectlyfromthePeopleSoftdatabase. o Role:Usedtodeterminecontactsandcommunicationslinkswhenworkingwith PeopleSoftBusinessprocess. o Process:Runsperiodicallyasabatchprocess. Owner:SavequeriesaseitherPublicorPrivate.Publicqueriescanbeexecuted,opened,modified, ordeletedbyanyonewithpropersecurityaccess.Privatequeriescanonlybeexecuted,opened, modified,ordeletedbytheindividualwhocreatedthequery. QueryDefinition:Adescriptionandpurposeofthequery. NewQuery:OpenstheRecordsPagetostartbuildinganewquery. Preferences:Definesthedisplayofrecordandfielddescriptions,enablesautomaticrecordjoins,and enablesautopreview.PreferencesareUserIDspecific.Changesmadetopreferenceswillapplytoeach querycreatedbytheuser.
NameStyle:DefinesthedisplayofrecordandfieldnamesthroughoutQueryManagerPages. EnableAutoJoin:Determinesfieldscreatingarecordjoinwhenaddingmultiplerecordstoa query. EnableAutoPreview:CausesthequerytoautomaticallyrerunwhenaccessingthePreviewPage. Properties:Displaysthepropertiesforasavedquery.QueryPropertiesarespecifictothequerybeing created.Theinformationwillchangewitheachquerycreated
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Query:Thenameassignedtothequery. Description:Ashortdescriptionofthequeryspurpose. Folder:Thenameofthefolderusedtocategorizethequery. QueryType:Definesthequerysintendeduse. o Archive:UsedbytheDataArchiveManagerprocess. o User:UsedtoretrievedatadirectlyfromthePeopleSoftdatabase. o Role:Usedtodeterminecontactsandcommunicationslinkswhenworkingwith PeopleSoftBusinessprocess. o Process:Runsperiodicallyasabatchprocess. QueryDefinition:Adescriptionandpurposeofthequery. LastUpdatedDate/Time:Providesthequerycreationorlastmodificationdate. LastUpdateUserID:Providesidentificationofthepersonwhocreatedorlastmodifiedthequery. NewUnion/DeleteUnion:Usetojoinseparatequeries.TheRecordsPageisopenedforuserstobegin creatinganadditionalquery. ReturntoSearch:OpensthemainQueryManagerPage. SpearMCQueryManagerTrainingGuide Page31
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CHAPTER3WORKINGWITHEXISTINGQUERIES
UseQueryManagertoexecute,modify,rename,copy,anddeleteexistingqueries.Theactionsavailablein QueryManageraredependentuponUserSecurity.Notallthefunctionalitydescribedmaybeavailableto everyuserwithQueryManageraccess.
SEARCHINGFOREXISTINGQUERIES
QueryManagerprovidestwomethodsforfindingexistingqueries:BasicSearchandAdvancedSearch. BasicSearchprovidesageneralsearchusingtheBeginswithcomparisonoperator.AdvancedSearch offersmorecomparisoncriteriatomaketheresultsmorespecific.QueryManageropensinBasicSearch mode. SEARCHFORAQUERY SelectSearchMethod:AdvancedorBasic SelectSearchByOption IfusingAdvancedSearch,SelectConditionalOperator. EnterSearchData
SelectingaSearchMethod
BasicSearch:Assumesthatthecriteriaenteredwillbefoundatthebeginningofadatastring. AdvancedSearch:SelectAdvancedSearchtoopenthesearchpage.UsetheConditionalOperatorsinthe dropdownlisttodefinethesearch. UsingConditionalOperators:InAdvancedSearch,ConditionalOperatorscomparethesearch optionwiththevalueentered.
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< <= = > >= Beginswith Between Contains In
Resultsarelessthanthecriteriaentered. Resultsarelessthanorequaltothecriteriaentered. Resultsareexactlyequaltothecriteriaentered. Resultsaregreaterthanthecriteriaentered. Resultsaregreaterthanorequaltothecriteriaentered. Resultsbeginwiththecriteriaentered. Resultsfallwithinandincludetherangeentered.Separaterangewithcommas. Resultscontainsomeformofthecriteriaentered.Enteringbegwouldreturn Beginning,Beg.,etc. Resultspresentedhaveoneormoreofthecriteriaentered.Separatecriteriawith commas.EnteringLedgerandBankwouldproduceresultscontainingeitherledger orbank. Resultsdonotincludethecriteriaentered.EnteringLedgerwillpreventLedger fromreturning.
Not=
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DefiningSearchByOption
Whensearchingforanexistingquery,boththeBasicSearchandAdvancedSearchprovidethefollowing categoriestoguidethesearch.ThedefaultsearchcategoryisQueryName.
AccessGroupName:Providesalistofqueriesbasedonusersecurityaccesstothedatabaseinformation. EnterthebeginningoftheAccessGroupNameorusetheLookupTooltoviewalistofavailablegroups. Thesearchretrievesqueriesavailabletothesecuritygroupselected. WHATISTHELOOKUPTOOL? TheLookupTooldisplaysasamagnifyingglassnexttoorinplaceofsearchable fields.Usetoopentablescontainingpredefineddataforthefieldbeingsearched.For instance,whensearchingonaBusinessUnitfield,selecttheLookUpToolfor predefinedBusinessUnitcodes.
Description:Thecommonnameusedtodescribethequery.Enterthebeginningofthedescriptionoruse wildcardsforapartialname.Usingwildcardsbeforeandafterthesearchcriteriareturnsanyquerywith thecriteriainthedescription.Forinstance,%beg%willreturnqueriescontainingBeg,beg,and beginninginthedescription. FolderName:Thefolderwherethequeryisstored.Enterthebeginningofthefoldernameoruse wildcardstosearchforqueriesinspecificfolders. Owner:QueriesaresavedaseitherPublicorPrivate.Publicqueriescanbeexecuted,opened,modified,or deletedbyanyonewithpropersecurityaccess.Privatequeriescanonlybeexecuted,opened,modified,or deletedbytheindividualwhocreatedthequery.
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QueryName:Searchforaquerybasedonthenameassignedwhenitwassaved.Enterthebeginningof thequerynameorusewildcardsforpartialnames. Type:Searchforaquerybasedonitsfunction.TheoptionsforquerytypeareArchive,User,Role,and Process.EnduserswillgenerallyusetheUserquerytype. Archive:UsedbytheDataArchiveManagerprocess. User:UsedtoretrievedatadirectlyfromthePeopleSoftdatabase. Role:UsedtodeterminecontactsandcommunicationslinkswhenworkingwithPeopleSoft Businessprocess. Process:Runsperiodicallyasabatchprocess.Forinstance,aquerycouldbedevelopedtoruna monthlyreportofoutstandingbalancesonaccounts. UsesFieldName:Searchforqueriesusingaspecificfieldofdata.Aspecificfieldnameorthebeginningof thefieldnamecanbeentered.Tobemostspecific,entertheexactfieldname. UsesRecordName:Searchforqueriesusingaspecificrecord.Aspecificrecordnameorbeginningofthe namecanbeentered.Tobemostspecific,entertheexactrecordname.
EnteringSearchCriteria
Leavingthesearchfieldblankreturnsallqueries.UsewildcardstoexpandthesearchbeyondtheBegins withcondition. ANoteonWildcardswildcardsareplaceholdersfordatawhenconductingasearch. ThemostcommonlyusedwildcardinPeopleSoftisthe%symbol. %value:searchesfordatacontainingthewordvalueattheendofadatastring. %value%:searchesfordatacontainingthewordvaluewithinadatastring. value%:searchesfordatacontainingthewordvalueatthebeginningofadatastring.
ExploringQuerySearchResults
Queriesmeetingthecriteriareturninalist.Fromthequerysearchresults,queriescanbeexecutedor openedformodification.
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Select:UsetheSelectcheckboxtoperformthesameactiononmultiplequeries.CheckAllselects allqueriesdisplayedforthesameaction.UncheckAllremovestheselections. QueryName:Thenameofthequery.Clickthequerynametoopenthequeryformodification. Descr:Adescriptionofthequery. Owner:QueriesaresavedaseitherPublicorPrivate.Publicqueriescanbeexecuted,opened, modified,ordeletedbyanyonewithpropersecurityaccess.Privatequeriescanonlybeexecuted, opened,modified,ordeletedbytheindividualwhocreatedthequery. Folder:Thenameofthefolderstoringthequery.Thisdisplaysonlyifthequerywasassignedtoa folderwhenitwascreated.
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FilteringResults
FolderView:UseFolderViewtofilterresultsforqueriesstoredinaspecificfolder.Foldersare createdusingtheQueryManagerandqueriescanbeassignedtofolderswhentheyaresaved. Storingqueriesinfoldershelpsinorganizingqueriesbycategory,workprocess,ordepartment.
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MANAGINGQUERIES
QueryManagerallowsuserstoperformvariousorganizationalfunctionswithqueries.Queriescanbe assignedtoausersfavoritefolder,copiedtootherusers,deleted,organizedinfolders,andrenamed. AddfrequentlyusedqueriestoMyFavoriteQueries. Copyprivatequeriestootherusers Organizepublicandprivatequeriesinfolders. Deleteobsoletequeries. Renameexistingqueries.
ThemanagementtoolsareavailableonthemainQueryManagerPage.UsetheActiondropdownmenu andtheselectioncheckboxestoperformmanagementfunctionsonqueries.
SelectCheckboxes:UsetheSelectcheckboxtoperformanactiononspecificqueries.CheckAllselectsall queriesforthesameaction.UncheckAllremovestheselections.
MyFavoriteQueries
UsetheAddtoFavoritesactiontosaveafrequentlyusedquerytoafavoritefolder.Thequeryisaddedto MyFavoriteQuerieslistandisassociatedtoaUserIDanddatabase.ThelistisavailableeachtimeQuery Managerisaccessed.Thelistcanbeclearedorspecificentriesremoved.
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Ifaqueryisrunregularlyaspartofabusinessprocess,addittoMyFavoriteQueries. ADD TO MY FAVORITE QUERIES SearchforanexistingqueryonthemainQueryManagerPage. SelectthecheckboxesforthequeriestobeaddedtoMyFavoriteQueries. SelectAddtoFavoritesfromtheActiondropdownlist.
DeletingfromMyFavoriteQueries QueriesaredeletedfromMyFavoriteQueriesbyselectingtheRemoveiconforthequeryorbyselecting theClearFavoritesListbutton.RemovingaqueryfromMyFavoritesdoesnotdeleteitfromthedatabase.
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CopyingQueriestoOtherUsers
APrivatequerymaybecopiedtoanotheruser.Thisfunctionisonlyperformedonaquerythatisdefined asPrivatewhenitwascreatedormodified.Thisisusefulinsharingquerieswithinaworkunitwithout makingthequeriesPublic. Theuseryouarecopyingqueriestoshouldhaveaccesstoalltherecordinformationin thequery.Iftheuserdoesnothaveproperaccess,thecopiedquerieswillnotappearin theirlistofavailablePrivatequeries. COPY TO ANOTHER USER SelectthequeriestobecopiedfromthemainQueryManagerPage. SelectCopytoUserfromtheActiondropdownlist. SelectGo. EntertheUserIDoftheuserwhoneedsaccesstothequery.
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DeletingQueries
Obsoletequeriesmaybedeleted.Beforedeletingaquery,confirmthatthequeryisnolongerusedby anyoneusingthePeopleSoftdatabases.Queryusagecanbedeterminedbytechnicalstaff. IfaPrivatequeryhasbeencopiedtoanotheruser,deletingthequerywillnotdeletethe copiedinstance.IfdeletingaPrivatequerythatissharedwithinaworkunit,notifythe memberstoensurethatanobsoletequeryisnolongerbeingused. DELETE A QUERY SelectthequeriestobedeletedfromthemainQueryManagerPage. SelectDeleteSelectedfromtheActiondropdownlist. SelectGo. Selecttoconfirmthedeletionontheconfirmationpage.
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OrganizingwithFolders
Assigningqueriestofoldersmakesiteasierforuserstolocatequeriesassociatedtoabusinessprocess. Queriesmaybeassignedtoexistingfoldersortoanewfolder. MOVE TO AN EXISTING FOLDER SelectthequeriestobemovedfromthemainQueryManagerPage. SelectMovetoFolderfromtheActiondropdownlist. SelectGo. Selectafolderfromthedropdownlist. SelectOK. CREATE A NEW FOLDER SelectthequeriestobemovedfromthemainQueryManagerPage. SelectMovetoFolderfromtheActiondropdownlist. SelectGo. Enteranewfoldernameintheentryfield. SelectOK.
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REMOVE QUERY FROM A FOLDER SearchforthequeryonthemainQueryManagerPage. Selectthequerynametoopenthequerypages. SelectthePropertieslinkatthebottomofthepage. DeletethenamefromtheFolderfield
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RenamingQueries
Anexistingquerymayberenamedtomakeitstitleanddescriptioneasiertoidentifyandunderstand.Use thestandardnamingconventionsdefinedbyyourorganizationwhenassigningaqueryname. WhenrenamingaPublicquery,notifyallusersofthequeryofthenamechangeto preventconfusion. RENAME A QUERY SelectthequeriestoberenamedfromthemainQueryManagerPage. SelectRenameSelectedfromtheActiondropdownlist. SelectGo. Enterthenewnamesforthequeries. SelectOK.
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CHAPTER4WORKINGWITHRECORDS
PeopleSoftdataisstoredintables.PeopleSoftappliesrecordaddressestotablesasidentifiers.When workingwithqueries,arecordreferstoarowofdatainatable.Afieldisasubsetoftherecord,andis representedasacolumnonthetable.Recordsprovideahighleveladdressforthedatalocations.Usethe RecordsPagetoaddrecordstoaquery. ADDRECORDSTOAQUERY SearchforaRecordontheRecordsPage. SelectShowFieldstoreviewfieldscontainedintherecord. SelectAddRecord/JoinRecord
SEARCHINGFORRECORDS
SearchforandaddrecordsusingtheRecordsPage.Recordsmeetingthesearchcriteriareturninalist. Fromtherecordsresults,recordscanbeaddedtothequeryandthefieldscontainedwithintherecordcan beviewed.
SelectingaSearchMethod
BasicSearch:Assumesthatthecriteriaenteredwillbefoundatthebeginningofadatastring. AdvancedSearch:SelectAdvancedSearchtoopenthesearchpage.UsetheConditionalOperators inthedropdownlisttodefinethesearch. UsingConditionalOperators:InAdvancedSearch,ConditionalOperatorscomparethesearch optionwiththevalueentered.
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< <= = > >= Beginswith Between Contains In Resultsarelessthanthecriteriaentered. Resultsarelessthanorequaltothecriteriaentered. Resultsareexactlyequaltothecriteriaentered. Resultsaregreaterthanthecriteriaentered. Resultsaregreaterthanorequaltothecriteriaentered. Resultsbeginwiththecriteriaentered. Resultsfallwithinandincludetherangeentered.Separaterangewithcommas. Resultscontainsomeformofthecriteriaentered.Enteringbegwouldreturn Beginning,Beg.,etc. Resultspresentedhaveoneormoreofthecriteriaentered.Separatecriteriawith commas.EnteringLedgerandBankwouldproduceresultscontainingeitherledger orbank. Resultsdonotincludethecriteriaentered.EnteringLedgerwillpreventLedger fromreturning.
Not=
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DefiningSearchByOption
Whensearchingforrecords,boththeBasicSearchandAdvancedSearchprovidethefollowingcategories toguidethesearch.ThedefaultsearchcategoryisRecordName.
AccessGroupName:Providesalistofrecordsbasedonusersecurityaccesstothedatabase information.Entertheexactgroupname,enterapartialnameusingwildcards,orusetheLookup Tooltoviewalistofavailablegroups.Thesearchretrievesrecordsavailabletothesecuritygroup selected. ContainsFieldName:Providesalistofrecordscontainingaspecificfield.Entertheexactfield name,orusewildcardstosearchforapartialname. Description:Providesalistofrecordsbasedonthecommonrecorddescription.Thecommon nameusedtodescribetherecord.Enterapartialnameusingwildcards. RecordName:Providesalistofrecordsbasedonthedatabaserecordname.Entertheexactrecord name,orusewildcardstosearchforapartialname.
EnteringSearchCriteria
Leavingthesearchfieldblankreturnsallrecordsinthedatabase.Usewildcardstoexpandthesearch beyondtheBeginswithcondition.
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ANoteonWildcardswildcardsareplaceholdersfordatawhen conductingasearch.ThemostcommonlyusedwildcardinPeopleSoftis the%symbol. %value:searchesfordatacontainingthewordvalueattheendofadata string. %value%:searchesfordatacontainingthewordvaluewithinadata string. value%:searchesfordatacontainingthewordvalueatthebeginningof adatastring.
ExploringRecordSearchResults
Recordsmeetingthecriteriareturninalist.Fromthequerysearchresults,recordscanbeopenedtoview fieldsandaddedtoqueries.
PREVIEWINGFIELDS
SelectShowFieldstodisplaythefieldscontainedintherecord.Reviewingthisinformationhelps determineiftherecordwillmeettheneedsofthequery.SelectReturntonavigatebacktorecordsearch results. KEYFIELDS Akeyfieldisauniqueidentifierofarecord.Arecordmayhavemultiplekeyfields.Ifa fieldisakeyfield,Ywilldisplayinthecolumnnexttothefieldname. Page50 SpearMCQueryManagerTrainingGuide
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ADDINGRECORDS
SelectthefirstrecordforaquerybyclickingAddRecord.AddRecordopenstheQueryPageallowingthe usertoselectthefieldsforthequery.Toaddadditionalrecordstothequery,navigatetotheRecordsPage tosearchandaddanewrecordusingJoinRecord.
DELETINGRECORDS
Deletingarecordfromaqueryalsodeletesallfieldscontainedintherecordandthecriteriadefinedfor thefields.RecordsaredeletedusingtheQueryPage.Selectthedeleteicontoremovearecordfroma query.
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CHAPTER5WORKINGWITHFIELDS
Afterarecordhasbeenselectedforaquery,QueryManageropenstheQueryPage. FieldsareaddedtoaquerythroughtheQueryPage.Specificinformationregarding ADDFIELDSTOAQUERY DisplayFieldsonQueryPage SelectCheckboxnexttofieldname
ADDINGFIELDS
ExpandtherecordsfolderontheQueryPagetoviewfields.Selectthefieldstobeusedinthequeryby clickingthecheckboxnexttothefieldname.Touseallfieldsintherecord,selectCheckAllFields.The fieldsselectedwillalsodisplayontheFieldsPage.
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CHANGINGCOLUMNDISPLAYORDER
QueryManagerappliesadefaultdisplayordertofieldsappearinginqueryresults.Whenaqueryisrun, theresultswilldisplaythefieldsofdataascolumns.Thequerywilldisplaythecolumnsintheorderlisted ontheFieldsPage.ChangethedisplayorderforcolumnsusingtheReorder/Sortbutton. Asystemassignedroworderingcolumnappearsasthefirstcolumninthequery previewresults.ThiscolumncannotberemovedorreorderedthroughQueryManager.
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UsingReorder/SortButton
UsetheReorder/Sortbuttontochangethedisplayorderforanindividualfield. CHANGECOLUMNDISPLAYORDER AccesstheEditFieldOrderingpageusingReorder/Sort AddanumberinNewColumntochangethedisplay
WhenthechangetotheColumnDisplayOrderiscomplete,thefieldslistedontheFieldsPagewillreorder accordingtothechangesmade.ThecolumndisplayorderforthefieldislistedundertheColheadingon theFieldsPage,andqueryresultsdisplayintheorderdefined.
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DEFININGSORTORDER
QueryManagerdoesnotdefineasortorderforfieldsselectedforaquery.Whenaqueryisrun,the resultswilldisplayintheorderthedataisretrievedfromthedatabase.Changethedatasortorderusing Reorder/Sortbutton.
Multiplesortcriteriamaybedefined.Entering1definesthefieldastheprimarysort criteria,2definessecondarysort,etc. Toremoveafieldfromthesortcriteria,changetheOrderByNumberto0.
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UsingEditFieldOrderingPage
UsetheEditFieldOrderingPagetodefinethesortorderforallfieldsinthequery. CHANGESORTORDERFROMFIELDORDERINGPAGE AccesstheEditFieldOrderingPageusingReorder/Sort. EnterthesortnumberinNewOrderBytochangethedisplayorderinquery results. Tosortthefielddataindescendingorder,selectDescending.
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WhenthechangetotheColumnDisplayOrderiscomplete,thefieldslistedontheFieldsPagewillreorder accordingtothechangesmade.ThesortorderforthedataislistedundertheOrdheading.Ifthedatais sortedindescendingorder,Dwillappearwiththeorderingnumber.
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CHANGINGCOLUMNHEADINGS
QueryManagerappliescolumnheadingstoqueryresultsusingtheRFTShortNamedefinedforthefieldat therecordlevel.ChangethecolumnheadinginthequeryresultsusingtheEditFieldPropertiesPage. ChangingcolumnheadingstoRFTShortNameorRFTLongNamedonotdisplay immediatelyontheEditFieldPropertiesPages.NavigatebacktotheFieldsPagetoview howthecolumnheadingwilldisplay.
Columnheadingscanbeformattedbyselectingoneofthefollowingoptions: NoHeading:Aheadingwillnotdisplayforthecolumninthequeryresults. RFTShort:Theshortdescriptionforthecolumnasdefinedforthefield. RFTLong:Thelongdescriptionforthecolumnasdefinedforthefield. Text:Auserdefinedheadingwilldisplayforthecolumn.Ifselected,theuserdefinedheadingis enteredinHeadingText. CHANGE COLUMN HEADING AccesstheEditFieldPropertiesPageusingEdit. Selecttheheadingformat. IfTextisselected,enterthenameofthecolumninHeadingText
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APPLYINGAGGREGATEFUNCTIONS
DefininganAggregateFunctionforafieldreturnsasinglecalculatedvalueforafield ratherthanreturningindividualrowsofdataforthefield.UseAggregateFunctionswhen providingsummarydata.AggregateFunctionsareappliedtoindividualfieldsusingthe EditFieldPropertiesPage. ThefollowingAggregateFunctionsareappliedtoindividualfieldsofdatausingtheEdit FieldPropertiesPage: None:Selectifanaggregatevalueisnotneeded. Sum:Providesthetotalforthefieldfromallrowsretrievedbythequery. Count:Providesthenumberofrowsretrievedbythequery. Min:Providesthelowestvalueofallrowsretrievedbythequery. Max:Providesthehighestvalueofallrowsretrievedbythequery. Average:Providesthesumofvaluesdividedbythenumberofrowsretrievedbythequery.
DEFINE AGGREGATE FUNCTION AccesstheEditFieldPropertiesPageusingEdit. SelecttheAggregateFunctiontobeapplied.
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QueryresultsusingSUMfunctionforPostedTotalAmountprovidesatotalamountforeachaccount.
QueryresultsusingCOUNTfunctionforAccountsprovidesthenumberofaccountsforeachBusinessUnit andLedger.TheSumfortheTotalAmountPostedadjuststoprovideatotalforalltheaccounts.
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QueryresultsusingMINfunctionforTotalAmountPostedprovidestheminimumtotalamountpostedfor eachaccount.
QueryresultsusingMAXfunctionforTotalAmountPostedprovidesthemaximumtotalamountposted foreachaccount.
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QueryresultsusingAVERAGEfunctionforTotalAmountPostedprovidestheaveragetotalamountposted toeachaccount.
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DELETINGFIELDS
DeletefieldsfromaqueryusingtheFieldsPage.Selectthedeleteiconforthefieldtoberemoved. DeletingafielddoesnotremoveitfromanyExpressions,Prompts,Criteria,orHavingCriteriadefinedfor thequery.
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CHAPTER6WORKINGWITHCRITERIA
Runningaquerywithoutcriteriareturnsallthedatacontainedinthefieldsselected.Addingcriteria refinesthequerybyaddinginstructionstothequerytofilterthedata.Usecriteriatocomparevaluesof twoseparatefields,ortocomparethedatainafieldtoaconstantvalue.Dataisfilteredbycomparingthe datainoneexpressionwithdatainasecondexpression.
DEFININGCRITERIA
AddoreditcriteriausingtheCriteriaPage,orbyselectingthecriteriaiconfromtheFieldsPageorQuery Page.Criteriadefinitionscomparetwodifferentexpressions.Expression1isdefinedthencomparedtothe definitionofExpression2.Expression1isthedatathatisbeingfiltered;Expression2providesthe comparisondata. DEFINECRITERIA Definethedataorexpressiontobefiltered:Expression1. SelecttheConditionType Definethecomparisondata:Expression2
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DefiningExpression1:FilterData
Field:Ifthedatabeingfilterediscontainedinarecord,usetheFieldoptiontodefineExpression1. UsetheLookupTooltosearchforafieldusedinthequery. Expression:Ifthedatabeingfilteredisbasedonanexpression,selecttheExpressionoption. FindinganExistingExpression:UsetheLookupTooltosearchforpreviouslydefinedexpressions withinthequery.TheremaybeinstanceswhenanexpressioncreatedintheExpressionsPageis alsoapartofthequeryfilter.Forinstance,aqueryisneededtocomparethesumsofamounts fromdifferentrecords.Theexpressionforthesumsoftheindividualamountswouldbedefinedon theExpressionsPage.TheresultsoftheexpressionsareneededontheCriteriaPagetobuildthe filter. EditExpression:UsetheLookupTooltosearchforanexistingexpression.UseEditExpressionto openandeditapreviouslydefinedexpression. NewExpression:SelectNewExpressiontoopentheExpressionsPageanddefineanewexpression
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DefiningConditionType
TheConditionTypeisthecomparisonoperatorbetweenthetwoexpressions.TheConditionTypeselected determinesthetypeofexpressioncreatedinExpression2. Between:ThevalueofExpression1fallsbetweenandincludesthetwovaluesdefinedin Expression2. NotBetween:ThevalueofExpression1doesnotfallbetweenanddoesnotincludethetwovalues definedinExpression2. ThevaluesofExpression2fortheBetweenconditionsarepresentedinoneofthefollowingcombinations: ConstConst:Definestwoconstantvalues. ConstField:Definesthefirstvalueasaconstantandthesecondafieldvalue. ConstExpr:Definesthefirstvalueasaconstantandthesecondvalueasanexpression. FieldConst:Definesthefirstvalueasafieldandthesecondvalueasaconstant. FieldField:Definesbothvaluesasfields. FieldExpr:Definesthefirstvalueasafieldandthesecondvalueasanexpression. ExprConstant:Definesthefirstvalueasanexpressionandthesecondvalueasaconstant. ExprField:Definesthefirstvalueasanexpressionandthesecondvalueasafield. ExprExpr:Definesthebothvaluesasexpressions. EqualTo:ThevalueofExpression1isexactlythevalueofExpression2. NotEqualTo:ThevalueofExpression1doesnotexactlymatchthevalueofExpression2. Exists:ThevalueofExpression1iscontainedinasubquery.Allrecordsmatchingareretrieved. DoesNotExist:ThevalueofExpression1isnotcontainedinasubquery.Allrecordsnotcontainedinthe subqueryareretrieved.
GreaterThan:ThevalueofExpression1isgreaterthanthevalueofExpression2. SpearMCQueryManagerTrainingGuide Page69
NotGreaterThan:ThevalueofExpression1isnotgreaterthanthevalueofExpression2. InList:ThevalueofExpression1isinalistofvaluesdefinedinExpression2. NotInList:ThevalueofExpression1isnotinalistofvaluesdefinedinExpression2.
InTree:ThevalueofExpression1isanodeinatreecreatedwithTreeManager.Expression2isatreeor branchofatree.Donotusetreescontainingacombinationofdynamicdetailsandrangedetails.The resultsreturnedfromtreeswiththiscombinationofdetailsmaybeinaccurate. NotInTree:ThevalueofExpression1isanodeinatreecreatedwithTreeManager.Expression2isnota treeorbranchofatree.Donotusetreescontainingacombinationofdynamicdetailsandrangedetails. Theresultsreturnedfromtreeswiththiscombinationofdetailsmaybeinaccurate.
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IsNull:ThefieldselectedforExpression1doesnothaveavalue.Nullisdifferentfrom0inthat0is consideredavalue.Ifthisconditiontypeisselected,Expression2willnotbedefined.Keyfields,required fields,characterfields,andnumericfieldsdonotallownullvalues. IsNotNull:ThefieldselectedforExpression1hasavalue.Nullisdifferentfrom0inthat0isconsidereda value.Ifthisconditiontypeisselected,Expression2willnotbedefined.
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LessThan:ThevalueofExpression1islessthanthevalueofExpression2. NotLessThan:ThevalueofExpression1isnotlessthanthevalueofExpression2. Like:ThevalueofExpression1matchesastringpatterndefinedinExpression2.Expression2mustcontain astringofdatacontainingwildcardcharacters. NotLike:ThevalueofExpression1matchesastringpatterndefinedinExpression2.Expression2must containastringofdatacontainingwildcardcharacters.
PeopleSoftrecognizes%and_aswildcardoperatorswhenworkingwithLIKE comparisons. %matchesanystringofzeroormorecharacters.Forexample,C%matchesany characterstringstartingwithC. _matchesanysinglecharacter.Forexample,_onesmatchesanyfivecharacterstring endingwithones,suchasJonesorCones.
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DefiningExpression2:ComparisonData
ExpressionTypesforExpression2areactivedependingontheConditionOperatorselected. Field:Ifthecomparisondataiscontainedinarecord,usetheFieldoptiontodefineExpression2.Usethe LookupTooltosearchforafieldusedinthequery. Expression:Ifthedatabeingcomparedisbasedonanexpression,selecttheExpressionoptionandbuild theexpressionusingSQL. AddPrompt:SelectAddPromptiftheexpressionwillbecalculatedbasedondataenteredbythe user. AddField:Selecttoaddafieldtotheexpression. Constant:ComparesExpression1toaconstantvalue. Subquery:ComparesExpression1todatareturnedinasubquery. Prompt:ComparesExpression1touserentereddatainaprompt. InList:ComparesExpression1toalistofvalues.ThisoptionisonlyavailablewhentheCondition OperatorsInListorNotInListisselected. CurrentDate:ComparesthedatevalueinExpression1tothecurrentsystemdate. TreeOption:ComparesExpression1toselectedtreenodes.Thisoptionisonlyavailablewhenthe ConditionOperatesInTreeorNotInTreeisselected. EffectiveSequence:Usedonsomeeffectivedatedrecords.
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WorkingwithEffectiveDates
EffectiveDatesareusedtoprovideahistoryofPeopleSoftdata.Whenanewrecordisaddedoranexisting recordisupdated,anewEffectiveDateisassignedtotherecord. Forqueries,theEffectiveDatecriteriaareautomaticallydefinedifarecordcontainstheEffectiveDateasa keyfield.Thedefaultcriteriaretrievesthemostrecentorcurrentrecord.
EffectiveDateConditionTypes DefiningEffectiveDatecriteriarequirestheuseofspecificcomparisonoperators.WhenanEffectiveDate isdefinedinExpression1,thefollowingConditionsTypesareavailable: EffDate<:RetrievesrecordswheretheEffectiveDateislessthanthevalueenteredinExpression 2. EffDate<=:RetrievesrecordswheretheEffectiveDateislessthanorequaltothevalueenteredin Expression2. EffDate>:RetrievesrecordswheretheEffectiveDateisgreaterthanthevalueenteredin Expression2. EffDate>=:RetrievesrecordswheretheEffectiveDateisgreaterthanorequaltothevalue enteredinExpression2. FirstEffectiveDate:Retrievesthefirstinstanceoftherecordentered. LastEffectiveDate:Retrievesthelastinstanceoftherecordentered.
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EffectiveDateComparisonData TheEffectiveDatecanbecomparedtoafield,expressionresult,constantvalue,orthecurrentdate. DefineExpression2usingoneofthefollowingoptions: Field:ComparesadatefieldfromarecordwiththeEffectiveDateinExpression1.Usethisoption toretrieverecordsthatwereeffectiveonthesamedateasanotherrecord. Expression:ComparestheresultsofanexpressionwiththeEffectiveDateinExpression1. Constant:ComparestheEffectiveDateinExpression1againstthedateenteredinExpression2. Usethisoptiontoretrievedataasofacertaindate. CurrentDate:ComparestheEffectivedateinExpression1againstthecurrentsystemdate.
WORKINGWITHMULTIPLECRITERIA
Ascriteriaareaddedtothequery,QueryManagercompilesthecriteriarelationshipsusingstandard LogicalOperators.UsetheCriteriaPagetodisplayandeditthelogicofcriteriarelationships.
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JoiningMultipleCriteriaStatements
Criteriastatementsarecreatedindividuallyforafieldandjoinedtocreatetheoveralllogicforthe query.Ascriteriaarecreated,QueryManagerjoinsthestatementsusingtheANDlogicoperator. LogicalOperatorsbetweencriteriastatementsaredisplayedandupdatedontheCriteriaPage.The firstcriteriastatementwillnotdisplayanoperator. AND:Retrievesrecordswhereallcriteriaconditionsaremet. ANDNOT:Retrievesrecordsmeetingtheconditionofthepreviouscriteriabutomitsrecords meetingthenextcondition. OR:Retrievesrecordswhereanyoftheconditionsaremet. ORNOT:Retrievesanyrecordsmeetingtheconditionsofthepreviouscriteriaandanyrecords thatdonotmeetthenextconditions. BuildNOTstatementsintothecriteriastatementsratherthanusingaNOToperator tojoinmultiplecriteria.WhenNOTisusedtojoincriteriastatements,Query ManagercannotuseSQLdatabaseindexestospeedupthesearch.
Inthecriteriastatementsabove,thedatawillbeevaluatedandretrievedinthefollowingmanner: 1. Recordswillbesearchedforaneffectivedatelessthanorequaltotodaysdatetopullthe mostrecentlyupdatedrecord;and 2. DepartmentswithadescriptionbeginningwithCwillberetrieved;and 3. DepartmentswithadescriptionbeginningwithDwillberetrieved.
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Theresultsforthequeryasitispresentedwillnotretrieveanydatabecausetherearenotany departmentsintherecordwithadescriptionbeginningwithCANDD.Toupdatethestatementsto retrievedepartmentsbeginningwithCorD,changethelogicaloperatorbetweenthelasttwo statementsbyselectingORfromthedropdownlist.Thiswillretrievedescriptionsstartingwitha'C' forthemostcurrenteffectivedatedrow,andalldescriptionsstartingwitha'D',foralleffectivedated rows.
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ReorderingCriteria
QueryManagercompilesthecriteriarelationshipsandevaluatesstatementsintheordertheyare defined.Whenusingmultiplecriteria,thestatementsmayneedtobereorderedinordertoapply groupingtothestatements.
REORDERCRITERIA AccesstheEditCriteriaOrderPageusingReorderCriteriaontheCriteriaPage. EntertheorderofevaluationinNewPosition.
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Inthecriteriastatementsabove,thedatawillbeevaluatedandretrievedinthefollowingmanner: 1. Recordswillbesearchedforaneffectivedatelessthanorequaltotodaysdatetopullthemost recentlyupdatedrecord;and 2. Departmentswithaneffectivestatusofinactivewillberetrieved;and 3. DepartmentswithadescriptionbeginningwithCwillberetrieved;or 4. DepartmentswithadescriptionbeginningwithDwillberetrieved. TheresultsforthequeryasitispresentedwillincludedepartmentsbeginningwithCandastatusof inactiveasoftodaysdate,andalldepartmentsbeginningwithD.Theinactivestatusstatementwill notapplytothedepartmentsbeginningwithDbecausethestatementsarenotorderedandgrouped properly.Beforethecriteriastatementscanbegrouped,theymayneedtobereordered.
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GroupingCriteria
QueryManagerappliesthecriteriastatementsbasedontherulesoflogicfortheorderofoperations. Parenthesesgroupthecriteriastatementstobeevaluatedfirst.ANDstatementsareevaluatedbefore ORstatements.Whenusingmultipletypesoflogicoperatorsinaquery,applygroupingtoensurethe statementsareevaluatedinthecorrectorder.
GROUPCRITERIA AccesstheEditCriteriaGroupingPageusingGroupCriteriaontheCriteria Page. Enterbeginningparenthesisintheleftentryfieldnexttothefirststatementto begrouped. Enterendingparenthesisintherightentryfieldnexttothelaststatementtobe grouped.
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Inthecriteriastatementsabove,thedatawillbeevaluatedandretrievedinthefollowingmanner: 1. DepartmentswithadescriptionbeginningwithCorDwillberetrieved;and 2. Recordswillbesearchedforaneffectivedatelessthanorequaltotodaysdatetopullthem mostrecentlyupdatedrecord;and 3. Departmentswithaneffectivestatusofinactivewillberetrieved. TheresultsforthequeryasitispresentedwillincludedepartmentsbeginningwithCorDwithan inactivestatusasoftodaysdate.
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DEFININGDISTINCTCRITERIA
Queriesretrieveallrecordsmeetingthecriteriadefined.Insomeinstances,asinglerecordwilldisplay multipletimesbecauseitmeetstheconditionsofmultiplecriteriastatements.Topreventthe duplicationofthesamerecordsinqueryresults,definethequerytoretrieveonlydistinctdata.Define distinctdatausingtheQueryPropertiesPage.
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EDITINGCRITERIA
AccesstheCriteriaPagetoeditexistingcriteriastatements.SelectEditforthecriteriastatementto opentheEditCriteriaPropertiesPage.
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DELETINGCRITERIA
AccesstheCriteriaPagetodeleteexistingcriteriastatements.Selectthedeleteiconforthecriteria statementtoremoveitfromthequerylogic.Deletingacriteriastatementdoesnotdeleteanyfieldsor expressionsdefinedforthequery.
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CHAPTER7BUILDINGPROMPTS
Promptsarefieldspresentedtotheuserwhenaqueryisrun.Promptsallowtheusertodefinethe parametersofthedataneededratherthanhavingtheparametersdefinedaspartofthecriteria definition.Usingpromptsallowsforthedevelopmentofgenericqueriestobeusedbymultiple workgroupsratherthandevelopingthesamequeryforallworkgroupswithspecificcriteria.
CREATINGPROMPTS
PromptsarecreatedandeditedbyaccessingtheEditPromptPropertiesPage.TheEditPrompt PropertiesPageopenswhenAddPromptorEditisselectedonthePromptsPage.Eachpromptcreated appearswhenAddPromptorEditisselectedonthePromptsPage.Eachpromptcreatedappearsonthe PromptspageandisidentifiedbyasystemassignedPromptIDandthedefinedpromptlabel.
CreateaPrompt
Definethefieldthatwillbefilteredbytheprompt. Definethetextlabelfortheprompt Definetheprompttabletobeused. Addtheprompttoacriteriastatement.
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SelectingFields
SelectthefieldnameforthedatatobefilteredbythepromptusingtheLookupToolforFieldName.The remaininginformationontheformpopulatebasedonthedatabasedefinitionforthefieldselected.
DefiningPromptLabel
ThedefaultpromptlabeldisplaysinHeadingType.Theheadingtypecanbechanged byselectingoneofthefollowingoptionsfromthedropdownlist. RFTShort:Theshortdescriptionforthefield. RFTLong:Thelongdescriptionthefield. Text: A userdefined label will display for the prompt. If selected, the userdefined label is enteredinHeadingText.
DefiningthePromptTable
AprompttableallowstheuseofaLookupToolwhenenteringthevaluesintheprompts.Thisoffersa levelofvalidationtoinsuretheuserisenteringthecorrectdataintheprompt.Afieldusingaprompt tablefordataentryshouldalsouseaprompttableforquery.Ifthefieldbeingfilteredusesaprompt tableatthedatabaselevel,thetypeoftableusedwillautopopulateinEditType. No Table Edit: The value entered in the prompt will not be verified for validity. The query will searchfordataasitisenteredintheprompt. Prompt Table: The value entered in the prompt is selected from an existing record. This would include items such as Project ID, Department ID, etc. A Lookup Tool appears with the prompt to assistusersinselectingvalidvalues. Translate Table: The value entered in the prompt is selected from a predefined table set. This would include items such as ethnicity, sex, state abbreviations, etc. A Lookup Tool appears with theprompttoassistusersinselectingvalidvalues. Yes/NoTable:Thevalueenteredinthepromptiscompletedbyselectingyesornofromalistof values. TheprompttableselectedwilldependupontheEditTypeforthefield.IfanEditTypepopulates,usethe LookupTooltofindtheappropriateprompttabletouse.Whentheuseraccessesthepromptwhen runningthequery,theLookupToolprovidedwillopentheselectedtable.
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ADDINGPROMPTSTOCRITERIA
Inordertousepromptsinrunningthereport,thepromptneedstobeaddedtothereportcriteria. Aftercreatingaprompt,accesstheCriteriaPagetoaddtheprompttothequery.Createacriteria statementforapromptbyaccessingtheCriteriaPage.SelectAddCriteria,tobuildacriteriastatement usingaprompt.
ForExpression1,selectthefieldthatwillbeusedtocomparewiththeprompt.Intheexamplebelow,a promptwasbuilttoallowtheusertosearchbyaspecificProjectID. ForExpression2,selecttheExpressionTypeofPrompt.IntheExpression2field,usethelookuptoolto findthepromptbuiltforProjectID.SelectOKtosavethecriteriastatement.Note:youmayneedtoadd anewpromptifonedoesnotexist.ForProjectID,youcanusethefollowingtabletogetalistofvalid valuesforprompting:PROJECT_ID_VW.
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ThepromptcriteriastatementnowappearsontheCriteriaPage.Ifacriteriastatementdoesnotappear foraprompt,thepromptwillnotdisplaywhentheuseraccessesthequery.
DELETINGPROMPTS
AccessthePromptsPagetodeleteexistingprompts.Selectthedeleteiconfortheprompttoremoveit fromthequery.Deletingapromptdoesnotdeleteanyfields,expressions,orcriteriadefinedforthe query.
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CHAPTER8BUILDINGEXPRESSIONS
Expressionsarecalculationsusedtoprovideavaluethatisnotafieldinthedatabaseorformattingof querydatausingStructuredQueryLanguage(SQL).Calculationsaredefinedusingvaluesfromdifferent fieldsorbyconstantvalues.Thefinalformattedorcalculatedfieldistreatedlikeanyotherfieldina query.UsetheExpressionsPagetodefinecalculationsthatwillbeusedasadditionalfieldsinthequery.
DEFININGEXPRESSIONS
ThelogicbehindexpressionsisdefinedbyaccessingEditExpressionPropertiesPage.TheEditExpression PropertiesPageopenswhenAddExpressionorEditisselectedontheExpressionsPage.
CreateanExpression
SelectExpressionType EnterMaximumLengthofExpressionResult SelectAggregateFunction,ifdefiningacalculation. EntertheSQLstatementintheExpressionTextField. SelectAddFieldorAddPrompttoselectthefieldfortheexpression.
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FORMATFOREXPRESSIONTEXTFUNC(Fieldname) FUNCistheactionthatwillbetakenonthefield. Fieldnameisthenameofthefieldfromthequerythatwillbeaffectedbythefunction. SeparateFUNCandFieldnamewithparenthesis.
SelectingExpressionType
QueryManagerallowsforexpressionstobecreatedusingcharacter,numbers,date,andaggregate functions.DeterminethedataformatfortheexpressionandselecttheappropriateExpressionTypefrom thedropdownlist. ExpressionTypecorrespondswiththedataformatofthefieldsusedintheexpressionandtheendresult oftheexpression.FieldformatandlengthdefinitionsdisplayontheFieldsPage.
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BuildingCharacterExpressions
SelecteitherCharacterorLongCharacterwhenbuildingexpressionsusingfieldswithacharacterformat. Generally,characterexpressionsarecreatedtoformatdataretrievedbythequery. BUILDACHARACTEREXPRESSION SelecteitherCharacterorLongCharacterfromtheExpression Typedropdownlist. EnterthemaximumlengthoftheexpressionresultinLength. EntertheSQLstatementforthecharacterexpressionin ExpressionText. SelectAddFieldtoapplytheexpressiontoaspecificfieldinthequery.
Createacharacterexpressiontoformatdataconsistently,combinetwofieldstodisplay asone,adddollarsignsandcommastonumbers,andchangedateformats.
QueryPriortoAddingExpression:DepartmentIDandDescriptionaredisplayedastwoseparate columns.ThecaseforDescriptionisinconsistent.
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ExpressionDefinition:Characterlengthisdefinedfor45characters.ThelengthoftheDepartmentID fieldisformattedfor10charactersandcharacterlengthoftheDescriptionfieldisformattedfor30 characters.Additionallengthwasaddedaspaddingforspacing.Theresultoftheexpressionstatement shouldbelessthan45characters.Iftheexpressionresultisgreaterthanthedefinedlength,thedatawill truncate.TheSQLstatementforchangingcaseandconcatenatingthefieldshasbeenaddedtothe ExpressionTextfield.Note:theexpressionmayvarybasedonthedatabasebeingaccessed.
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QueryAfterApplyingExpression:DepartmentIDandDescriptionisdisplayedasonecolumninthequery results.DepartmentDescriptiondisplaysinuppercase.
BuildingNumberExpressions
SelecteitherNumberorSignedNumberwhenbuildingexpressionsusingfieldswithanumberformat. Createnumberexpressionstocalculateresultsbetweentwonumberfieldsortoapplyformattingto numericdata. BUILDANUMBEREXPRESSION SelecteitherNumberorSignedNumberfromtheExpressionTypedropdownlist. EnterthemaximumlengthoftheexpressionresultinLength. EnterthenumberofdigitstoappearafterthedecimalpointinDecimal. Ifbuildingacalculation,selectAggregateFunction. EntertheSQLstatementforthenumericexpressioninExpressionText. SelectAddFieldtoapplytheexpressiontoaspecificfieldinthequery. Createanumberexpressiontocalculatenumericfieldsandformatdecimal placement.
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QueryResultsPriortoAddingExpression:TotalAmountisdisplayedwiththreedigitsbehindthedecimal place,andtheamountisexact.
ExpressionDefinition:Characterlengthisdefinedfor12charactersanddecimalplacementissetto2.If theresultoftheexpressionisgreaterthan12digits,thedatawilltruncate.TheSQLstatementfor roundingthenumberisdefinedinExpressionText.
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QueryResultsAfterApplyingExpression:TheTotalAmountisdisplayedwithtwodigitsbehindthe decimalandroundedtothenextwholedollar.
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BuildingDateExpressions
SelectDate,Datetime,orTimetobuildexpressionsusingfieldswithadateformat.ForPeopleSoft,dates arepredefinedatthedatabaseleveltodisplaytotheuserintheDD/MM/YYYYformat.Foreveryquery containingadate,thedateisautomaticallyconvertedtoacharacterformat.Properfunctioningofdate expressionsislimited. BUILDADATEEXPRESSION SelectDate,Datetime,orTimefromtheExpressionTypedropdownlist. EnterthemaximumlengthoftheexpressionresultinLength. EntertheSQLstatementforthedateexpressioninExpressionText. SelectAddFieldtoapplytheexpressiontoaspecificfieldinthequery.
CreateadateexpressiontodisplaythecurrentdateinaquerybyenteringSYSDATE intheExpressionText.Note:thisfunctionmayvarybydatabase.
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DEFININGAGGREGATEFUNCTIONS
TheExpressionsPageallowstheuseofAggregateFunctionsinperformingcalculations.Anaggregate functionreturnsasummaryoftheresultsofthequeryratherthaneachindividualrow. BUILDANAGGREGATEFUNCTION SelecttheExpressionTypebasedontheformatofthefieldsbeingused. EnterthemaximumlengthoftheexpressionresultinLength. SelecttheAggregateFunctionscheckbox. EntertheappropriatefunctionstatementintheTextBox. SelectAddFieldtoaddfieldstothefunctionstatement.
SUM:Providesatotalfortheselectedfield.TheSumfunctionisusedfor numericfields.
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AVG:Providestheaverageoftheselectedfield.TheAvgfunctionisusedfornumericfields.
COUNT:Usetoprovideacountofallrowssatisfyingthecriteria.
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MAX:Providesthelargestfigureintheselectedfield.
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MIN:Providesthesmallestfigureintheselectedfield.
AddField WhencreatinganExpression,selecttheAddFieldcommandtoselectthefieldorfieldsusedinthe expression.IfusinganSQLcommandoranAggregateFunction,addparenthesisaroundthefieldname. AddPrompt Expressioncanbebuiltusingprompts.Thepromptexpressioncomparesthedataenteredbytheuser.
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ADDINGEXPRESSIONSTOCRITERIA
Theresultsofanexpressioncanbeusedtodefinecriteriastatements.Criteriastatementsusing expressionsaredefinedontheHavingCriteriaPage.HavingCriteriacausestheexpressionstatementto beevaluatedpriortoapplyingthecriteriastatementtothequery.
DELETINGEXPRESSIONS
RemoveanexpressionfromaqueryusingthedeleteiconontheExpressionsPage.Deletingan Expressiondoesnotdeletearecordorfieldfromaquery.However,iftheexpressionisusedaspartofa criteriastatement,thecriteriastatementwillbedeleted.
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CHAPTER9BUILDINGSUBQUERIES
Asubqueryisasubsetofdatausedbyamainqueryfordatacomparisons.Thesubquerycontainsdata withspecifiedcriteria.Themainqueryusestheresultsofthesubqueryascomparisondata.Use subquerieswhenthedatabeingretrievedhascomplexcriteriarequirements.Forinstance,asubquery canbecreatedtoisolateonlyactivedepartmentsforasetoffinancialdatacontainingnumerous calculations.
DEFININGASUBQUERY
SubqueriesaredefinedontheEditCriteriaPropertiespagewhentheSubqueryoptionischosenasthe ExpressionTypeforExpression2.SelectDefine/EditSubquerytostartthedefinitionprocess.
Subqueriesarebuiltinthesamemannerasthemainqueryusingrecords,field,expressions,andcriteria. MultipleSubqueriesmaybeusedinasinglequery,buteachsubquerycontainsonlyonefieldofdata. BUILDSUBQUERY Createthemainquery. AddCriteriausingaSubqueryforExpressionType2. SelectDefine/EditSubquery. Createquery. Navigatebacktomainquery
Afterdefiningthesubquery,selectSubquery/UnionNavigationtodisplayahierarchicalstructureofthe mainqueryandalldefinedsubqueries.UseSubquery/UnionNavigationtoreturntothemainquery.
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SubQueryScenario AqueryisneededtofindAssetIDswhichhaveanactiveLocation. Step1:BuildaQueryusingtheviewnamedASSET_ALL_VW.
Step2:AddthefieldsBUSINESS_UNIT,ASSET_ID,andLOCATION.
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Step3:CreateacriteriastatementforLocationusingaConditionTypeofinlist.TheEditCriteria PropertiesPagedisplays.ChoseSubqueryfromtheExpression2type.SelectDefine/EditSubqueryto opentheRecordsPageandstartbuildingasubquery.
Step4:ToisolatethoseAssetIDswithoutanactiveLocation,createasubqueryusingLOCATION_TBL.
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Step5:SelecttheLOCATIONfieldasyouroutput,thenaddthecriteriatoindicatethatthevalueshould beactive.
Step6:SelectSubquery/UnionNavigationtonavigatebacktothemainquery.
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Step7:Inthemainquery,yourcriteriastatementshouldindicatethatyouonlywanttoseeAssetIDs whichhavelocationsinlistfromtheresultsofyoursubquery.
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CHAPTER10BUILDINGLISTOFVALUES
BuildaListofValueswhentheInListandNotInListconditiontypesareusedincriteriadefinitions.AList ofValuesisastaticlistofdatadefinedaspartofthequerycriteria.InListvaluescanbedefinedusing existingdatavaluesorbyenteringvalues.Thecriteriafiltersdatatoitemslisted.
DEFININGLISTOFVALUES
ThelogicbehindaListofValuesisdefinedontheEditCriteriaPropertiesPage.TheEditCriteria PropertiesPageopenswhenAddCriteriaorEditisselectedontheCriteriaPage. DEFINEINLISTVALUES AccessEditCriteriaPropertiesPage DefineExpression1 SelectConditionTypeofInListorNotInList SelectInListforExpression2 SelecttheLookupTooltodefinethevaluelist
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AddingValuestoaList
DefinevaluesforalistusingtheEditListPage.Whendefiningalistforafieldpopulatedbypredefined data,theEditListPagewilldisplaythedatausedtopopulatethefield.Ifthefielddoesnothave predefineddata,valuesareenteredmanually.AccessEditListusingtheLookupTool. PredefinedValueList Whenafieldhasexistingvaluesinthedatabase,theywillbedisplayedontheEditListPage.SelectAdd Valueforeachitemtoincludeinthelist.
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Ifthefieldispopulatedbyatable,thevaluesfromthetabledisplaywhentheLookupToolisselected.
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UserDefinedValues Whenafielddoesnothavepredefinedvalues,theuserdeterminesthedatatodisplayinthelistof values.EnterthedatainValueandselectAddValuetodefinethelist.
AddingAPrompt SelectAddPrompttoaddaprompttotheInListexpression.Thepromptwillusethevalueenteredinthe promptbytheuserinadditiontothedefinedlisttofilterdata. Note:theprompthastobeaddedfirstbeforeitcanbeusedhere.
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DELETINGLISTOFVALUES
Todeleteavalue,selectthecheckboxtotheleftoftheappropriateListMembersvalueandclickthe DeleteCheckedValuesbutton.TodeletetheentireInListstatement,navigatetotheCriteriaPageand selecttheDeleteiconfortheInListCriteriastatement.
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CHAPTER11UNDERSTANDINGJOINS
Joinsallowdatatoberetrievedfrommultiplerecordsinasinglequery.Recordsarejoinedbycommon fieldsfromoneormorerecords.QueryManagerallowsuserstocreatehierarchy,relatedrecord,any record,outer,andleftouterjoins.
CREATINGHIERARCHYJOINS
AHierarchyJoincreatesarelationshipbetweenaparentandchildrecord.Achildrecordcontainsallthe keyfieldscontainedintheparentrecord,plusadditionalkeyfields.Parent/childrecordrelationshipsare predefinedatthedatabaselevel.WhenaHierarchyJoinisselected,thedatarelationshipisautomatically establishedbasedonthecommonfields. UseaHierarchyJointorelateageneralinformationrecordwithrecordscontainingdetailinformation. Forexample,onerecordmaycontaingeneralprojectinformation,butanotherrecordmaycontaindetail informationregardingprojects.AHierarchyJoinallowsinformationtobecombinedandretrievedfrom bothrecords.CreateHierarchyJoinsusingtheQueryPage. CREATEAHIERARCHYJOIN AddaRecordtotheQuery. Selectthefieldsfromthefirstrecord. SelectHierarchyJoin. Selecttheparentorchildtabletojoin. Selectthefieldsfromthesecondrecord.
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DELETINGHIERARCHYJOINS
RemoveHierarchyJoinsbyselectingtheDeleteiconfortherecordontheQueryPage.Deletingthe recordremovesthejoin,fields,andcriteriadefinedusingtherecord.
DeleteIcon
CREATINGRELATEDRECORDJOINS
ARelatedRecordJoincreatesarelationshipbetweentworecordswithafieldincommon.The relationshipbetweentherecordsisdefinedatthedatabaselevel.WhenaRelatedJoinlinkisselected, thedatarelationshipisautomaticallyestablishedbasedonthecommonfield. UseaRelatedRecordJointorelatecodeinformationwithdescriptiveinformation.Forexample,one recordcontainsthefieldDepartmentID,butanotherrecordcontainstheDepartmentIDDescription.A RelatedRecordJoinretrievesboththeDepartmentIDandDescription.CreateRelatedRecordJoinsusing theQueryPage. CREATEARELATEDRECORDJOIN AddaRecordtotheQuery Selectthefieldsfromthefirstrecord. Selectjoinlinkforthedesiredfield. Selectthetypeofjointobecreated.
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SelectingJoinType
WhendefiningaRelatedRecordJoin,QueryManagerautomaticallydetermineswhichfieldsinthetwo tablesarerelated.Theuserisgiventheflexibilitytodefinethetypeofjointobecreated.Whenthe RelatedRecordJoinlinkisselectedforafield,theJoinPageopensandtwooptionsarepresented: StandardJoinandLeftOuterJoin.
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StandardJoin AStandardJoinisalsoreferredtoasanInnerJoin.Datafrombothrecordscombinetoformasingle query.Thequeryretrievesinformationfrombothrecordswherethejoinedfieldsmatch.Thefield creatingthejoindisplaysaspartoftherecorddescriptionontheQueryPage.
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LeftOuterJoin ALeftOuterJoinretrievesallthedatainthefirstrecordandonlymatchingdatafromthesecondrecord. Thequerywillretrieveonlyrecordsfromthesecondrecordifthejoinedfieldsmatch.Thefieldcreating thejoinwilldisplayaspartoftherecorddescriptionontheQueryPage.UseaLeftOuterJoinwhen queryingfordatafromonetablethatmayhaverelevantdatainanother.Forexample,ajournalentrywill havedatainthefinancialtables,butmayalsohaverelevantinformationinaprojecttable. CreatingaLeftOuterJoinwillretrieveallinformationcontainedinthefinancialtableandallrelevant informationcontainedintheprojecttable.
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DELETINGRELATEDRECORDJOINS
RemoveRelatedRecordJoinsbyselectingtheDeleteiconfortherecordontheQueryPage.Deletingthe recordremovesthejoin,fields,andcriteriadefinedusingtherecord.
DeleteIcon
CREATINGANYRECORDJOINS
AnAnyRecordJoincreatesarelationshipbetweenanytworecordsinthedatabaseregardlessofrelated fieldsofdata.Whenaddingnewrecordstoaquery,theAnyRecordJoinisestablishedbasedoncommon fieldsfortherecords. AnyRecordJoinsrelyontheuseofcriteria,definedeitherautomaticallyormanually,inordertocreatea join.Thecriteriastatementscreatedtojointherecords,willdisplayontheCriteriaPage.
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EnablingAutoJoin
TheAutoJoinfeatureinQueryManagerdeterminesifAnyRecordJoinsarecreatedautomaticallyor manually.AutoJoinpreferencesaredefinedforQueryManagerbyaccessingtheQueryPreferences Page.
IfEnableAutoJoinisselected,QueryManagerfindsthepredefinedrecordrelationship.Ifarelationship cannotbedeterminedorEnableAutoJoinisnotselected,defineamanualjointoassociatethetwo records.
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CreatingAnyRecordJoinsAutomatically
CREATEANANYRECORDJOINAUTOMATICALLY AddaNewRecordtotheQuery Selectthetypeofjointobecreated. Selecttherecordtobejoined. Selectordefinejoiningcriteria
QueryManagerattemptstocreateAnyRecordJoinsautomaticallywhenEnableAutoJoinisselectedin QueryPreferences.Whenanewrecordisaddedtoaquery,theuserispromptedtoselectaJoinType andtherecordtojoin.
AfterselectingtheJoinTypeandRecordtojoin,QueryManagerpresentsalistofcommonfieldstobe usedasjoincriteria.Thejoinspresentedmaybeselectedordeselectedaspartofthequerycriteria.
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CreatingAnyRecordJoinsManually
CREATEANANYRECORDJOINMANUALLY AddaNewRecordtotheQuery. Selectthetypeofjointobecreated. Selecttherecordtobejoined. DefinecriteriaonCriteriaPage.
WhenEnableAutoJoinisnotselectedinQueryPreferences,theuserwillcreatearecordjoinbydefining criteriaontheCriteriaPage.Whenanewrecordisaddedtoaquery,theuserispromptedtoselectaJoin Typeandtherecordtojoin.Whenthejoinprocedureiscomplete,definecriteriaontheCriteriaPage. Thepurposeofthejoincriteriaistoidentifymatchingfieldsintherecordstoobtainassociateddata. Createanequalscriteriastatementusingthefieldsthatarethesameinbothrecords.
SelectingJoinType
WhendefiningaRelatedRecordJoin,QueryManagerwillautomaticallydeterminewhichfieldsinthe twotablesarerelated.Theuserisgiventheflexibilitytodefinethetypeofjointobecreated.Whenthe RelatedRecordJoinlinkisselectedforafield,theJoinPageisopenedandtwooptionsarepresented: StandardJoinandLeftOuterJoin.
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StandardJoin AStandardJoinisalsoreferredtoasanInnerJoin.Datafrombothrecordsarecombinedtoformasingle query.Thequerywillretrievetheinformationfrombothrecordsifthejoinedfieldsmatch.Thefield creatingthejoinwilldisplayaspartoftherecorddescriptionontheQueryPage.
LeftOuterJoin ALeftOuterJoinretrievesallthedatainthefirstrecordandonlymatchingdatafromthesecondrecord. Thequerywillretrieveonlyrecordsfromthesecondrecordifthejoinedfieldsmatch.Thefieldcreating thejoinwilldisplayaspartoftherecorddescriptionontheQueryPage.UseaLeftOuterJoinwhen queryingfordatafromonetablethatmayhaverelevantdatainanother.Forexample,ajournalentrywill havedatainthefinancialtables,butmayalsohaverelevantinformationinaprojecttable.CreatingaLeft OuterJoinwillretrieveallinformationcontainedinthefinancialtableandallrelevantinformation containedintheprojecttable.
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DefiningJoinCriteria
Whenamanualjoiniscreatedtorelatetables,definethejoincriteriausingtheEditCriteriaProperties Page.Createanequalsequationbetweenafieldcommontoeachrecord.
DeletingAnyRecordJoins
RemoveAnyRecordJoinsbyselectingtheDeleteiconfortherecordontheQueryPage.Deletingthe recordremovesthejoin,fields,andcriteriadefinedusingtherecord.
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CHAPTER12SAVINGQUERIES
ThesavefunctioninQueryManagerallowsuserstosavequeriesforuseatfuturedates.Inaddition,a copyofapublicquerymaybesavedwhenauserneedstomakemodificationstoanexistingquery. SAVEAQUERY SelectSaveorSaveAs DefineQueryName DefineDescription DefineFolder DefineQueryType DefineOwner ProvideQueryDefinition
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SAVINGANEWQUERY
SelectSavetocommitanewquerytothePeopleSoftdatabase.Fornewqueries,selectingSaveopensthe SavePage.
SAVINGCHANGES
SelectSavetocommitmodificationsmadetoaquery.SelectingSaveoverwritesthequeryautomatically.
SAVINGACOPY
SelectSaveAstosaveacopyoftheexistingquery.UseSaveAswhentheoriginalqueryneedstoremain intact.SelectingSaveAsopenstheSavePage. UsethestandardquerynamingconventionsdefinedinChapter14whencreating, saving,andrenamingqueries.
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CHAPTER13RUNNINGQUERIES
Queryresultscanbeviewed,printed,andsavedfromanumberofformats. PeopleSoftQueryallowsresultstobeaccessedasanHTMLdocumentor ExcelSpreadsheet.Somequerieswillexecuteimmediatelyuponselectinganoption; otherswillprompttheuserforinputbeforerunningthequery.
USINGPROMPTS
Promptsareusedtonarrowqueryresults.Promptsrequiredatabeenteredbeforeaquerywillrun.After therequesteddatahasbeenentered,ViewResultscommandisusedtodisplaythedata.Dateprompts offeracalendariconforuserstoselectadate.TablePromptsofferaLookupToolforenteringcriteria. Queriesusingpromptswilldisplayinthewebbrowserbeforeallowingtheusertoopen orsavethefiletoExcel.
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RUNNINGTOHTML
SelectingthelinkRuntoHTMLwilldisplayqueryresultsinanewwebbrowserpage.Thequeryresults canbeprintedorsavedusingthebrowserstoolbarfunctionality.DataviewedinHTMLformatcannotbe editedormodified.
DownloadingResultstoExcel
SelectExcelSpreadsheettodownloadorviewthequeryresultsinspreadsheetformatfromtheHTML preview.DownloadoropentheresultsasanExcelfilewhenthequeryhasreturnedlessthan65,536 rowsofdata. Excelspreadsheetscancontainamaximumnumberof65,536rows.Ifthe spreadsheetcannotincludealloftherowsinyourquerythenthefirstrowwill displayinaredfontthetotalnumberofrowsofyourquerythatareincludedin thespreadsheet.
SelectopentoviewtheresultsinExcelformat.Theresultsaredisplayedinaspreadsheetwithintheweb browser.
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Toeditthespreadsheetdatawhileinformationisdisplayedinthewebbrowser, selectView>ToolbarstoaccesstoolbarcommandsforExcel.
SelectSavetodownloadtheresultsasanExcelfile.Provideauniquenameforthefile.Whenthe downloadiscomplete,thefilecanbeopenedinExcel.
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DownloadingResultstoCSVTextFile
SelectCSVTextfiletodownloadtheresultsintextformat.TheCSVTextfilewillopeninExcel.Usethe CSVTextformatwhenreturninglargedatasetsinthequeryresults.CSVTextremovesformattingfrom thequeryresultsbeforepresentingitasafile.Thetextfilecanbeformatted,modified,saved,andused asattachmentsinemail. SelectopentoviewtheresultsinExcelwiththeCSVTextformat.Theresultsaredisplayedina spreadsheetwithinthewebbrowser. Toeditthespreadsheetdatawhileinformationisdisplayedinthewebbrowser, selectView>ToolbarstoaccesstoolbarcommandsforExcel.
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RUNNINGTOEXCEL
SelecttheRuntoExcelprovidedinquerysearchresultstosendthequeryresultsdirectlytoExcel.From Excel,thedatacanbemanipulated,sorted,andformatted.Excelspreadsheetscancontainamaximum numberof65,536rows.Ifthespreadsheetcannotincludealloftherowsinyourquerythenthefirstrow willdisplayinaredfontthetotalnumberofrowsofyourquerythatareincludedinthespreadsheet. Queriesusingpromptswilldisplayinthewebbrowserbeforeallowingtheuserto openorsavethefiletoExcel.
SelectopentoviewtheresultsinExcelformat.Theresultsaredisplayedinaspreadsheetwithintheweb browser. Toeditthespreadsheetdatawhileinformationisdisplayedinthewebbrowser, selectView>ToolbarstoaccesstoolbarcommandsforExcel.
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PREVIEWING
Whenbuildingaquery,resultscanbepreviewedusingtheRunPageinQueryManager.UsetheRunPage whenbuildingaquerytoviewqueryresults.ResultscanalsobedownloadedtoExcelusingtheRunPage.
EnablingAutoPreview
IfAutoPreviewisenabled,aquerywillrefresheachtimetheRunPageisaccessed.Otherwise,theuser willselectRerunQueryinordertoseeresultsafterchangesaremadetothequery.EnableAutoPreview byaccessingPreferencesandselectingEnableAutoPreview. DisablingAutoPreviewleavesthequeryresultsdisplayedonthePreviewPage. Thisisusefulwhenbuildingqueries.Userscanusetheprevieweddataasa referencewhencreatingandmodifyingqueries.
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RerunQuery
IfAutoPreviewisnotenabled,selecttheRerunQuerylinktorefreshthequeryprevieweachtime changesaremadetothequerylogic.
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CHAPTER14FINANCIALSDESKTOPREFERENCE
DEFININGEXCELFILETYPES
SomedesktopcomputersmaynothaveExcelfiletypesdefinedproperlyforPeopleSoftQuery downloads.FollowthestepsbelowtoinstructthequerytoopeninExcelwhenDownloadtoExcelis selected. 1. NavigatetoControlPanelfromtheStartMenu.
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2. AccessFolderOptionsandnavigatetoFileTypestab.HighlightXLS(MicrosoftExcelWorksheet) andselectAdvanced.
3. RemovethecheckmarksforConfirmopenafterdownloadandBrowseinsamewindow.Select OK.
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PLANNINGGUIDEFORBUILDINGQUERIES
PlantheQuery SelectRecords SelectFields DefineCriteria Previewandvalidateresults Save Understandingthedataandhowitisstoredinthedatabaseisanimportantaspectofbuildingqueries. Beforecreatingaqueryfordatatobepublishedordistributed,becomefamiliarwiththedata,including whereitisenteredbytheuser,whereitisstoredonthedatabase,andthedatarelationships.Taketime todesignthequery.Identifyingsomeofthecommonelementswillsavetimeandalleviateany frustrationsthatmayarise. 1. Identifythepurposeofthequery.Whatisitgoingtodo,whoistheaudience,whatisthepurpose ofthedatabeingretrieved.Summarizethequeryinacoupleofstatementstoprovidefocus duringtheprocess. 2. Identifyinformationtobeincludedinthequery.Whichfieldsandrecordswillbeused?Review thepageswhereusersenterdata.SelectingCtrl+Jwhileinadataentrypagedisplaystherecord addressforthedata.Becareful,asthisisnotalwaysthefinallocationforthedata,butitisastart fortracingfieldsandrecords. 3. Defineanyexpressions,calculations,orfunctionsneeded.Arethereanycalculationsorformatting requirements?QueryManageriscapableofusingsimpleSQLcode. 4. Identifyfiltercriteriaandprompts.Willthequerybeusedbyallbusinessunits?Cantheresultsbe limitedtoadaterangeordepartment? 5. ValidatetheQuery.Whenthequeryiscomplete,takethetimetoreviewandverifythedata beforeusingordistributinganyinformationobtainedbyaquery.
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APPENDIXTABLESUSEDFORREPORTING
GeneralLedgerPS_LEDGER

BUSINESS_UNIT LEDGER Allchartfields FISCAL_YEAR ACCOUNTING_PERIOD
GeneralLedgerPS_JRNL_HEADER

BUSINESS_UNIT JOURNAL_ID JOURNAL_DATE UNPOST_SEQ
GeneralLedgerPS_JRNL_LN

BUSINESS_UNIT JOURNAL_ID JOURNAL_DATE UNPOST_SEQ JOURNAL_LINE LEDGER
GeneralLedgerPS_GL_ACCOUNT_TBL

SETID ACCOUNT EFFDT
GeneralLedgerPS_DEPT_TBL

SETID DEPT_ID EFFDT
GeneralLedgerPS_OPER_UNIT_TBL

SETID OPERATING_UNIT EFFDT
AccountsPayablePS_VENDOR

SETID VENDOR_ID
AccountsPayablePS_VENDOR_ADDR

SETID VENDOR_ID ADDRESS_SEQ_NUM EFFDT
AccountsPayablePS_VOUCHER

BUSINESS_UNIT VOUCHER_ID
AccountsPayablePS_VOUCHER_LINE

BUSINESS_UNIT VOUCHER_ID VOUCHER_LINE_NUM
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AccountsPayable PS_VCHR_ACCTG_LINE

BUSINESS_UNIT VOUCHER_ID UNPOST_SEQ APPL_JRNL_ID POSTING_PROCESS PYMNT_CNT VOUCHER_LINE_NUM DISTRIB_LINE_NUM DST_ACCT_TYPE CF_BAL_LINE_NUM LEDGER TAX_AUTHORITY_CD
AccountsPayablePS_DISTRIB_LINE

BUSINESS_UNIT VOUCHER_ID VOUCHER_LINE_NUM DISTRIB_LINE_NUM BUSINESS_UNIT PO_ID
PurchasingPS_PO_HDR
PurchasingPS_PO_LINE

BUSINESS_UNIT PO_ID LINE_NBR
PurchasingPS_PO_LINE_DISTRIB

BUSINESS_UNIT PO_ID LINE_NBR SCHED_NBR DST_ACCT_TYPE DISTRIB_LINE_NUM
ReceivablesPS_CUSTOMER

SETID CUST_ID
ReceivablesPS_PENDING_ITEM

GROUP_BU GROUP_ID BUSINESS_UNIT CUST_ID ITEM ITEM_LINE GROUP_SEQ_NUM
ReceivablesPS_PENDING_DST

GROUP_BU GROUP_ID BUSINESS_UNIT CUST_ID ITEM ITEM_LINE GROUP_SEQ_NUM LEDGER_GROUP LEDGER DST_SEQ_NUM
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ReceivablesPS_PAYMENT

DEPOSIT_BU DEPOSIT_ID PAYMENT_SEQ_NUM
ReceivablesPS_PAYMENT_ITEM

DEPOSIT_BU DEPOSIT_ID PAYMENT_SEQ_NUM BUSINESS_UNIT CUST_ID ITEM ITEM_LINE AR_SEQ_NUM
ReceivablesPS_ITEM

BUSINESS_UNIT CUST_ID ITEM ITEM_LINE
ReceivablesPS_PAYMENT_ID_ITEM

DEPOSIT_BU DEPOSIT_ID PAYMENT_SEQ_NUM ID_SEQ_NUM
ReceivablesPS_WS_ITEM

WS_BU WS_ID SUB_GROUP_ID BUSINESS_UNIT CUST_ID ITEM ITEM_LINE WS_SEQ
ReceivablesPS_ITEM_DST

BUSINESS_UNIT CUST_ID ITEM ITEM_LINE ITEM_SEQ_NUM LEDGER_GROUP LEDGER DST_SEQ_NUM
BillingPS_BI_HDR

BUSINESS_UNIT INVOICE
BillingPS_BI_LINE_DST

BUSINESS_UNIT INVOICE LINE_SEQ_NUM LINE_DST_SEQ_NUM
BillingPS_BI_LINE

BUSINESS_UNIT INVOICE LINE_SEQ_NUM
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SpearMC PeopleSoft v9 Query Manager Training

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PeopleSoft Query Manager

End User Training Guide

ContactInformation: SpearMCConsulting 1866SPEARMC www.spearmc.com

RecordsSearchInformation QueryNameandDescription:Thenameanddescriptionforanexistingquerydisplaysatthetopof thepage.Whencreatinganewquery,NewUnsavedQuerydisplaysfortheQueryName,anda Descriptionwillnotdisplay. SearchBy:TheBasicSearchandAdvancedSearchprovidethefollowingcategoriestoguidea recordsearch:

< <= = > >= Beginswith Between Contains In

RecordsResultsInformation Recordsmeetingthecriteriaenteredreturnsinalist.Fromtheresults,addrecordstothequery,or previewthefieldscontainedwithintherecord.

FieldName:Displaysthealiasnameofthefieldbeingmodified. Column:Defineswhichcolumnthedataappearsinthequeryresults. OrderByNumber:Definesthesortorderforthefield. Descending:Definesascending/descendingsortorderforthefield. Page16 SpearMCQueryManagerTrainingGuide

Heading:Definesthecolumnheadingtodisplayinqueryresults. HeadingText:DefinesthecolumnheadingtodisplayiftheTextoptionisselected. UniqueFieldName:Displaysthealiasnameofthefield. Aggregate:Definesthefieldtoreturnasinglevalueformultiplerowsofdata.

NewPosition:Theentryfieldforchangingtheorderthequeryappliesthecriteriastatement. Position:Thecurrentorderthequeryappliesthecriteriastatement. Expression1:Thelogicdefinedforthefilteringexpression. ConditionType:Thelogicdefinedforthecomparisonoperator. Expression2:Thelogicdefinedforthecomparisondata.

RunPageInformation PromptsUsed:Ifpromptswereusedtoexecutethequery,thenameofthepromptandthedata enteredbytheuserdisplaysabovethequeryresults. ViewAll:Selecttoviewallqueryresultswithoutpagination. RerunQuery:Selecttorefreshthequeryresults. DownloadtoExcel:SelecttoopenqueryresultsinExcel.

Query:Namethequeryusingstandardnamingconventions. Description:Ashortdescriptionofthequeryspurpose. Folder:Thenameofthefolderwherethequerywassaved. SpearMCQueryManagerTrainingGuide Page29

< <= = > >= Beginswith Between Contains In

Ifaqueryisrunregularlyaspartofabusinessprocess,addittoMyFavoriteQueries. ADD TO MY FAVORITE QUERIES SearchforanexistingqueryonthemainQueryManagerPage. SelectthecheckboxesforthequeriestobeaddedtoMyFavoriteQueries. SelectAddtoFavoritesfromtheActiondropdownlist.

DeletingfromMyFavoriteQueries QueriesaredeletedfromMyFavoriteQueriesbyselectingtheRemoveiconforthequeryorbyselecting theClearFavoritesListbutton.RemovingaqueryfromMyFavoritesdoesnotdeleteitfromthedatabase.

REMOVE QUERY FROM A FOLDER SearchforthequeryonthemainQueryManagerPage. Selectthequerynametoopenthequerypages. SelectthePropertieslinkatthebottomofthepage. DeletethenamefromtheFolderfield

WhenthechangetotheColumnDisplayOrderiscomplete,thefieldslistedontheFieldsPagewillreorder accordingtothechangesmade.ThecolumndisplayorderforthefieldislistedundertheColheadingon theFieldsPage,andqueryresultsdisplayintheorderdefined.

Multiplesortcriteriamaybedefined.Entering1definesthefieldastheprimarysort criteria,2definessecondarysort,etc. Toremoveafieldfromthesortcriteria,changetheOrderByNumberto0.

WhenthechangetotheColumnDisplayOrderiscomplete,thefieldslistedontheFieldsPagewillreorder accordingtothechangesmade.ThesortorderforthedataislistedundertheOrdheading.Ifthedatais sortedindescendingorder,Dwillappearwiththeorderingnumber.

DEFINE AGGREGATE FUNCTION AccesstheEditFieldPropertiesPageusingEdit. SelecttheAggregateFunctiontobeapplied.

GreaterThan:ThevalueofExpression1isgreaterthanthevalueofExpression2. SpearMCQueryManagerTrainingGuide Page69

NotGreaterThan:ThevalueofExpression1isnotgreaterthanthevalueofExpression2. InList:ThevalueofExpression1isinalistofvaluesdefinedinExpression2. NotInList:ThevalueofExpression1isnotinalistofvaluesdefinedinExpression2.

PeopleSoftrecognizes%and_aswildcardoperatorswhenworkingwithLIKE comparisons. %matchesanystringofzeroormorecharacters.Forexample,C%matchesany characterstringstartingwithC. _matchesanysinglecharacter.Forexample,_onesmatchesanyfivecharacterstring endingwithones,suchasJonesorCones.

REORDERCRITERIA AccesstheEditCriteriaOrderPageusingReorderCriteriaontheCriteriaPage. EntertheorderofevaluationinNewPosition.

GROUPCRITERIA AccesstheEditCriteriaGroupingPageusingGroupCriteriaontheCriteria Page. Enterbeginningparenthesisintheleftentryfieldnexttothefirststatementto begrouped. Enterendingparenthesisintherightentryfieldnexttothelaststatementtobe grouped.

FORMATFOREXPRESSIONTEXTFUNC(Fieldname) FUNCistheactionthatwillbetakenonthefield. Fieldnameisthenameofthefieldfromthequerythatwillbeaffectedbythefunction. SeparateFUNCandFieldnamewithparenthesis.

ExpressionDefinition:Characterlengthisdefinedfor12charactersanddecimalplacementissetto2.If theresultoftheexpressionisgreaterthan12digits,thedatawilltruncate.TheSQLstatementfor roundingthenumberisdefinedinExpressionText.

AddField WhencreatinganExpression,selecttheAddFieldcommandtoselectthefieldorfieldsusedinthe expression.IfusinganSQLcommandoranAggregateFunction,addparenthesisaroundthefieldname. AddPrompt Expressioncanbebuiltusingprompts.Thepromptexpressioncomparesthedataenteredbytheuser.

SubQueryScenario AqueryisneededtofindAssetIDswhichhaveanactiveLocation. Step1:BuildaQueryusingtheviewnamedASSET_ALL_VW.

Step3:CreateacriteriastatementforLocationusingaConditionTypeofinlist.TheEditCriteria PropertiesPagedisplays.ChoseSubqueryfromtheExpression2type.SelectDefine/EditSubqueryto opentheRecordsPageandstartbuildingasubquery.

UserDefinedValues Whenafielddoesnothavepredefinedvalues,theuserdeterminesthedatatodisplayinthelistof values.EnterthedatainValueandselectAddValuetodefinethelist.

AddingAPrompt SelectAddPrompttoaddaprompttotheInListexpression.Thepromptwillusethevalueenteredinthe promptbytheuserinadditiontothedefinedlisttofilterdata. Note:theprompthastobeaddedfirstbeforeitcanbeusedhere.

StandardJoin AStandardJoinisalsoreferredtoasanInnerJoin.Datafrombothrecordscombinetoformasingle query.Thequeryretrievesinformationfrombothrecordswherethejoinedfieldsmatch.Thefield creatingthejoindisplaysaspartoftherecorddescriptionontheQueryPage.

IfEnableAutoJoinisselected,QueryManagerfindsthepredefinedrecordrelationship.Ifarelationship cannotbedeterminedorEnableAutoJoinisnotselected,defineamanualjointoassociatethetwo records.

QueryManagerattemptstocreateAnyRecordJoinsautomaticallywhenEnableAutoJoinisselectedin QueryPreferences.Whenanewrecordisaddedtoaquery,theuserispromptedtoselectaJoinType andtherecordtojoin.

StandardJoin AStandardJoinisalsoreferredtoasanInnerJoin.Datafrombothrecordsarecombinedtoformasingle query.Thequerywillretrievetheinformationfrombothrecordsifthejoinedfieldsmatch.Thefield creatingthejoinwilldisplayaspartoftherecorddescriptionontheQueryPage.

SelectopentoviewtheresultsinExcelformat.Theresultsaredisplayedinaspreadsheetwithintheweb browser. Toeditthespreadsheetdatawhileinformationisdisplayedinthewebbrowser, selectView>ToolbarstoaccesstoolbarcommandsforExcel.

BUSINESS_UNIT VOUCHER_ID VOUCHER_LINE_NUM DISTRIB_LINE_NUM BUSINESS_UNIT PO_ID

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