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Connected Query Overview The basics of Connected Query How to use Connected Query Connected Query - Step by Step Use with XML Publisher Michael Stutz (360)757-2251 [email protected] (888)757-2616 www.MSCC.us

2012 Collaborate - Connected Query

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Page 1: 2012 Collaborate - Connected Query

Connected Query OverviewThe basics of Connected Query

How to use Connected Query

Connected Query - Step by Step

Use with XML Publisher

Michael Stutz (360)757-2251

[email protected] (888)757-2616

www.MSCC.us

Page 2: 2012 Collaborate - Connected Query

Michael Stutz

Connected Query Overview

• Independent PeopleSoft Consultant

• Started Technical, but now do both Functional & Technical

• Primary Focus on HCM and Campus Solutions

• 25+ years of IT industry experience

• 18 years of PeopleSoft consulting experience

• PeopleSoft v.2.11 – v.9.1

• Lost Track of the number of PeopleSoft Projects I’ve been on

• Here to network . . .

• . . . and to share.

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

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Agenda

• The Basics of Connected Query

• How to use Connected Query

• Connected Query – Step-by-step

• Use with XML Publisher

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 4: 2012 Collaborate - Connected Query

The Basics of Connected QueryThe Basics of Connected Query

Connected Query Overview

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Page 5: 2012 Collaborate - Connected Query

The Basics of Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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The Basics of Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Parent QueryA parent query in a connected query is a query that has one or many

child queries. The top level query in a connected query is the parent query.

• Child QueryA child query in a connected query is a query that has a single parent

query. A child query can also serve as a parent query if it has one or more child queries in the Connected Query definition. A child query can have one or more sibling queries.

Connected Query Overview

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The Basics of Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Sibling QueryA sibling query in a connected query is a child query that

shares a parent with another child query

• Mapping Query FieldsMapping query fields establishes the filtering relationship

between values of selected fields in a child query and the corresponding fields in the parent query.

Connected Query Overview

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The Basics of Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• EXAMPLE – Parent Query

Person Name

• EXAMPLE – Child Query

Person’s Phone Numbers

• EXAMPLE – Sibling (also a child) Query

Person’s eMail Addresses

Connected Query Overview

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The Basics of Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Keys and Foreign Key

Pieces of data (fields) that define the relationship between Parent information and Child information

EXAMPLE: Employee ID

Connected Query Overview

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The Basics of Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

When to use a Connected Query

As a Data Source for XML Publisher

As a Data Source for other XML

When your adhoc reports need Hierarchy

(and you don’t want to bother IT for it)

Connected Query Overview

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How to use Connected QueryHow to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Quick Start

• Connected Query Manager

• Connected Query Viewer

• Schedule Connected Query

Connected Query Overview

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How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Quick Start

Connected Query Overview

Page 14: 2012 Collaborate - Connected Query

How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Quick Start

Connected Query Overview

Page 15: 2012 Collaborate - Connected Query

How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Quick Start

Connected Query Overview

Page 16: 2012 Collaborate - Connected Query

How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Quick Start

Page 17: 2012 Collaborate - Connected Query

How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Quick Start

Page 18: 2012 Collaborate - Connected Query

How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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How to use Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

• Connected Query Manager

Insert a new query as a child of the selected query.

Insert a new query as a sibling of the selected query.

Delete a selected query.

Open a related field selection section.

Open a selected query in Query Manager in read-only mode.

Connected Query Overview

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Connected Query – Step-by-step

Connected Query – Step-by-step

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 21: 2012 Collaborate - Connected Query

Connected Query – Step-by-step

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

1. Select Reporting Tools, Connected Query, Connected Query Manager

2. Select the Add a New Value tab.

3. Enter a name in the Connected Query field.

4. Define query ownership using the Public check box.

5. Select the status of the connected query using the Status drop-down list box.

Connected Query Overview

Page 22: 2012 Collaborate - Connected Query

Connected Query – Step-by-step

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

6. Optionally, enter description and comments for the connected query using the Description and Comments fields.

7. Select a parent query using the Parent Query field.

8. Optionally, click the View Query button to view the selected query.

9. Optionally, continue building your connected query by adding child queries, linking fields between parent and child queries, and so on.

10.Save your connected query.

Connected Query Overview

Page 23: 2012 Collaborate - Connected Query

Use with XML PublisherUse with XML Publisher

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 24: 2012 Collaborate - Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 25: 2012 Collaborate - Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 26: 2012 Collaborate - Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 34: 2012 Collaborate - Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

Page 38: 2012 Collaborate - Connected Query

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Connected Query Overview

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Connected Query Overview

THE END

The basics of Connected Query

How to use Connected Query

Connected Query - Step by Step

Use with XML Publisher

Michael Stutz (360)757-2251

[email protected] (888)757-2616

www.MSCC.us