Beyond the Basics with nVision and Query for PeopleSoft 9...2016/07/19 · Prepared by: Session ID: Beyond the Basics with nVision and Query for PeopleSoft 9.2 Millie Babicz Managing

Prepared by:

Session ID:

Beyond the Basics with nVision and Query for PeopleSoft 9.2

Millie Babicz

Managing Director

SpearMC Consulting

@SpearMC

101180

• Silence Audible Devices

• Note Fire Exits

• Partake of Refreshments

• Note Quest Staffers (green shirts)

• Complete Feedback Form

• Ask Questions

Welcome and Please:

2

How to join PeopleSoft Lifecycle Asset

Management SIG.

Login to http://www.questdirect.org/

Go to http://www.questdirect.org/groups/PeopleSoft%20Asset%20Lifecycle%20Management

Click “Join Group”

3

http://www.questdirect.org/

http://www.questdirect.org/groups/PeopleSoft Asset Lifecycle Management

Agenda

• Introduction

• PeopleSoft Query

o 8.54 & 8.55 Query Highlights

o Query - Beyond the Basics

• PeopleSoft nVision

o 8.5x nVision Highlights

o nVision - Beyond the Basics

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About SpearMC

Your Presenter

• ERP Implementation Specialist at KPMG for 13 years before joining

SpearMC in 2007

• PeopleSoft Financials, Financial Control and Reporting Expert

• Certified PeopleSoft Financials

• 20 Years Experience in Project / Program Management

Millie Babicz, CPAManaging Director

[email protected]

866-SPEARMC x802

www.SpearMC.com

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About SpearMC

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Founded in 2004, SpearMC is a technology and

professional services firm specializing in

• PeopleSoft Financials and Supply Chain Management

• PeopleSoft Human Capital Management and Payroll

• ERP Architecture and Application Development

• Project and Program Management (PMO)

• Change Management

• ERP Training

• Mobile Technology

About SpearMC

Regional offices in Chicago, Denver, Houston,

Seattle and San Francisco

• We focus on local market delivery and capability development in line with

industry focus areas unique to the regions we serve.

• Our local and well-connected network of top-tier business analysts,

technical leads, developers and project managers keep travel cost to a

minimum.

8

About SpearMC

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A decade of sustained and focused growth.

About SpearMC

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Each member of our Leadership Team

leverages over 20 years of experience in

Technology, Financial and Business

Transformation.

About SpearMC

• Energy

• Transportation

• Healthcare/Biotech

• Government

• Media/Technology

• Consumer Products

• Financial Services

• Higher Education

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Industry focus areas include:

About SpearMC

• PeopleSoft Specialization

Oracle Gold Partner Since 2008

• Applications Reseller

• Hardware Reseller

IBM Advance Business Partner

PeopleSoft Query

PeopleSoft Roadmap

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Learn More “PeopleSoft Long Term Investment Plan and Roadmap” on My Oracle Support [login required]

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1320581.1

PeopleSoft Query

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Query the Key to Accessing PeopleSoft Data

PeopleSoft Query

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Query continues to have benefits…

8.54 Query Highlights


• Default values for prompts

• Image support

• Image URLs

• Find Query/Connected Query definitional references

• Composite query (including record and field dependencies)

• Multiple query security records

• Support for Microsoft Excel 2007 and higher versions

o Send more than 64 thousand rows of query output to Microsoft Excel

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Default Prompt Values

• Query prompts can now

have default values, which

are specified as constants or

by the use of system

variables such as %Date,

%DateTime, %Time

• Prompts can be set as

optional

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Image Support

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Image Support

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Image URL

• You are able to use the Image URL link in the Edit Expression Properties page

to access the Select a Query page where you can build URLs in the image

URL format.

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Definitional References

• Navigation: Reporting Tools, Query, Query Manager, Lookup References Link

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Definitional References

• Use the Definitional References to Query page (QRY_DEFN_REF) to view all

PeopleSoft definitional objects that use this particular query as the data source.

The results show the definition ID, definition type, and definition sub-types if

they are available.

• These object types are included in the Definitional References to Query page:

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o BI Publisher (with the Report Definition

or Data Source Definition subtypes)

o Connected Query

o Composite Query

o Pivot Grid

o PeopleSoft Search Framework

o Cube Builder, Cube Outline, and Cube

Dimension

o Query Feed and Query Feed Template


Composite Query

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• Navigation: Reporting Tools, Composite Query, Composite Query Manager

Select two based queries in the

Select Based Query page


Record and Field Dependencies

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• Use the Dependency page to specify whether a record or field can be pruned

during the SQL pruning process in Composite Query


Multiple Query Security Records

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• Advanced query security option added to Application Designer

Navigation: Navigation: Open The Record Properties dialog,

click the Advanced Query Security Button, click

add button.



• New Aggregate Function – Count Distinct (duplicate rows are counted

once)

• Composite Query Updates

• Select Output Query Page - this page has options that enable you to select all fields or

clear all fields while building the composite queries

• You can define drilling URLs (Query URL, Component URL ,External URL) for

composite queries

• The Edit Expression Properties page includes the Add Field link that enables you to

access the Select a Field page, where you can select and add a composite query output

field or a query field to the composite query expressions.

• The Group By clause in Composite Query Manager page is added automatically. You

can edit the order of the Group By fields or exclude the selected fields from the Group

By clause.

• The following Condition Type added to drop-down list: in list and not in list.

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Query – Beyond The Basics


Connected and Composite Query

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● Connected Query & Composite Query are add-on PeopleSoft Query Reporting Tools

● Provide additional functionality as an addition to existing PS Query Tool

Connected Query (added v9.1 tools 8.50)

• Connected Query Manager

• Connected Query Wizard

• Connected Query Viewer

• Connected Query Scheduler

Composite Query (added v9.2 tools 8.54)

• Composite Query Manager



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● Both are Reporting Tools that use other Queries as its data sets (records)

Aka……A Query made from multiple Queries

● Connected Query output is an XML File

XML file used by XML Report Writing tools such as BI Publisher or Crystal

• No native query viewer…

• Can open XML in Excel

● Composite Query is next generation of Connected Query

Same as connected query……you create a query from multiple Queries

Has a native query results viewer…

• Can download results to XML or HTML….Then into Excel



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● A parent query can nest multiple levels of child queries and any child query can have multiple sibling queries within a hierarchy.

No limits exist for levels, but typical use involves a single parent-child relationship or a few levels of nesting.

L2-Child 1

Parent (1)

L3 - Child 1

L2-Child 2

L2-Child n..

L3 - Child m..

L3 - Child 1


Composite Query (Pros and Cons)

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• Composite Query returns a XML data set as well, but can be viewed in HTML within PeopleSoft.

• Can Create right Inner Joins and left Outer Joins with Parent and Child Queries

• Can create filters and Expressions when creating the composite Query

• Can aggregate (Sum, Count, Avg) results

• Can create prompts within the Composite Query..

Can’t have prompts in the Child Queries

• No separate Composite Query Viewer…can only view using the Composite Query Manager

• Can’t schedule Composite Queries

• Can download / copy SQL code


Connected Query (Pros and Cons)

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● Connected Query returns a hierarchical XML data set in which data returned by child queries is filtered by the results of its immediate parent query.

All Data from the Parent Query is returned.

• Left outer join only between a Parent Query and Child Query

● Results only include data from the child query if there is a related row in its parent query.

● Cannot create filters and Expressions when creating a connected Query. All filters and expressions must be in Child Query

● Can’t Aggregate (Sum, Avg, Count Results)

● Prompts can be used, but must reside in the Child Queries

● Has a separate Connected query viewer and Scheduler

● Cannot download/copy SQL


Connected Query Quick Start

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Once the child query is selected, click on the related fields icon to define how the child query is related to the parent query.


Connected Query Quick Start

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Click to Preview XML to generate a sample XML file.


Pivot Grid Wizard

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Pivot Grid Wizard

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Pivot Grid Wizard

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Querying Results with Drilling URLs

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• When you access the Run page of a query that has a Drilling URL

defined, its query results are shown as links


Drilling URL Example

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Query URL


Email Query Results

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• Ability to Email Application Engine Results


In-Tree Criteria Prompt

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• Ability to Add an In-Tree Criteria Prompt

You can schedule queries that have in-tree prompts using the Schedule

Query component or using the Schedule links in the Query Manager and

Query Viewer


Advanced Features

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Union

• Use to join separate queries

Left Outer Joins

• Retrieves all the date in the first

record and only matching data

from the second record.

• As 8.53 - You can add a left outer

join to any record in a query ( not

just the last record)

Subquery

• Subset of data used by a main

query

Expressions

• Free form SQL which cab be

displayed as a column in query

output


Query Expressions

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Expressions are calculations that PeopleSoft Query can perform as part of a

query when PS Query doesn’t provide a way by default to calculate a value.

• Expressions will vary based on database platform being utilized

• You can create thousands of different expressions using a combination of the

following:

o Database Hints (must begin with /*+)

o SQL Functions (ABD, TRIM, CURRENT_DATE)

o Operators (+, -, *, /, <, >, AND, OR, etc.)

o Values (4, A, False, True, INV_AMT, DISC_AMT)


Using Expressions

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• CASE Statements


Transformations

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• To provide the flexibility to accomplish reporting tasks from Pure Internet Architecture, PeopleTools

has provided a way of extracting, transforming, and distributing data from there without the need to

access any client tools.

• In addition to the currently available formats (HTM, PDF, TXT, XLS, XML, and XMLP), PeopleSoft

Query now includes a user-defined output format called XFORM, which triggers a

transformation(XSLT).

• You must provide the XSLT to define the desired transformation of the extracted data.

• Then, to generate the transformed output and distribute the data results, you schedule the query

process.


Why is RSS so important?

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Users just want to be told when something that's important to them changed

• As of PeopleTools 8.5, users now have the ability to subscribe to

application data and get told when something they care about changed.

PeopleSoft nVision

PeopleSoft nVision

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nVision is a good tool for reporting data from

PeopleSoft in an end user 'usable' format

• Allows end users to retrieve information from the PeopleSoft database

using ledgers, trees, and queries and to place it into an Excel

spreadsheet

• Has been the reporting product of choice for financial reporting, but also

used frequently with other modules, including HR

• nVision Burstingo Delivered Security template and scopes in nVision

o Custom programmatic generation of rules

– Scopes and report requests

– Layouts and report requests

PeopleSoft nVision

nVision Components

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PeopleSoft nVision

nVision Components

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8.5x nVision Highlights


Accepting Tree-Effective Date

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• These changes will affect only matrix layouts, as only in matrix layouts we

have an option of selecting trees — Tabular layouts are not affected


Restoring Query Prompts to Web Version of

nVision

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Ability to Refine the Types of Report Requests

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• Select nVision, Share Report Request from the nVision menu…


Multiple Chartfield nPlosion

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• nPlosion on more than two chart-fields using a single criterion

nVision – Beyond The Basics


nVision Layout Comparison

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nVision Codes

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• nVision places code in Column A and Row 1. For more experienced users,

that code can be added or modified without using the layout definition box.


Tabular Layout Benefits

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• Extend nVision Reporting to Non-Ledger

Tables

• Multiple Queries in 1 Layout

• Filter Query Data By Using Scopes

• Include Excel Features in Layout

o Formatting and Formulas

o Pivot Tables

o Macros

• Schedule by Using Report Books

• Use Selected Fields From Queries


Queries Used in Matrix Layout

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• The query must include at least one

aggregate (i.e. sum or count) column.

• You must include the aggregate as part of

the query.

• The aggregate column must have a

heading for identification (i.e. Sum Total

Amount).

• Generally speaking, queries used in matrix

reporting should not contain much criteria,

as the matrix layout will limit the

information returned in the results. This

allows you to reuse a shell query for many

different layouts.


Queries Used in Matrix Layout

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• Combination of query data and time spans populate the report…


How to Limit Report Instances When Using Multiple Scope Fields?

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Note: You can also create a

dynamic record that is

populated by a query and

includes only the combinations

of field values that actually

have data for that reporting

period


Using Variables

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• Create in out-of-view area

• Put in all the nVision Variables you might want and label them

• Name the cell for each Variable using Define Name

• Use name in formula – example =“As of Date:” & ASD


nVision Design Tips

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• Different ledgers cannot be combined in one field.

• Different TimeSpans cannot be combined in one field.

• nPloded rows or columns cannot be combined with non-nPloded rows or

columns.

• If any field criteria are specified in an individual cell, all field criteria should

be specified in the cell, no field criteria will be inherited from the row,

column, or worksheet.

• Take advantage of report variables and relative timespans to minimize

layout maintenance.

• The XLS output is generated in the format of the Excel version on the

Report Server. As a rule, you need to make sure your end-users have

compatible versions of Excel to open the XLS output generated from the

Report Server.

SpearMC.com/insights: Tools &

Resources

68

http://spearmc.com/insights/

http://spearmc.com/insights/

SpearMC Presentations at Reconnect

Wednesday, July 20 @ 9:15 – 10:15 am

• Powerful PeopleSoft 9.2 Composite &

Connected Query

• Session ID: 101230

• Presented by Randy Johnson

Wednesday, July 20 @ 10:45 – 11:45 am

• How Oracle BI Publisher Serves your

PeopleSoft Reporting Needs



Wednesday, July 20 @ 1:00 – 2:30 pm

• Extending PeopleSoft WorkCenters to

your Utility Supplier Partners



Thursday, July 21 @ 9:15 – 10:15 am

• Reconciling Project Costing to the

General Ledger and Functional

Reconciliation/Analysis Tips & Tricks


• Presented by Millie Babicz

Thursday, July 21 @ 11:00 am – 12:30 pm

• Deep Dive into nVision and Query for

PeopleSoft 9.2 (Tools 8.54)


• Presented by Millie Babicz

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Questions?

[email protected]

Session ID:

Please complete the session evaluation

101180

Documents

Beyond the Basics with nVision and Query for PeopleSoft 9...2016/07/19 · Prepared by: Session ID: Beyond the Basics with nVision and Query for PeopleSoft 9.2 Millie Babicz Managing