Self Guided Tourfor

Query V8.4Basic Features

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This Self Guided Touris meant as a review only forQuery V8.4 Basic Features

and not as a substitute for an

Initial Introduction to Query

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Overview

• Review Basic Query Concepts

•Navigate through Query V8.4

• Run an Existing Query

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Basic Query Concept

PeopleSoft Query is an End User Reporting toolPeopleSoft Query is an End User Reporting tool

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•Queries run as a separate process

•Query determines information destination

•Query displays data in a grid on the Preview tab

•Query creates a data source for Excel

•Query creates a data source for Crystal Reports

•Query creates a data source for nVision Reports

•Query Schedules queries

Basic Query Functions

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Navigation - Portal

Access To PortalAccess to QueryAccess to Data

Access to Scheduler

Access To PortalAccess to QueryAccess to Data

Access to Scheduler

Security Requirements

Enter Portal via BrowserEnter uNID

Enter Password

Enter Portal via BrowserEnter uNID

Enter Password

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Navigation - PeopleSoft

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Navigation - Portal

Database F8PROD will be the option to select after conversion,

Approximately May 17, 2004

Database F8PROD will be the option to select after conversion,

Approximately May 17, 2004

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Navigation - Query

Home PageHome Page

Scroll down to Reporting Tools

Scroll down to Reporting Tools

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Navigation - Query

Find an Existing Query

orCreate a New

Query

Find an Existing Query

orCreate a New

Query

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Navigation – Find a Query

At this point, you may delete, rename, run, or

schedule your query

At this point, you may delete, rename, run, or

schedule your query

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Navigation - Tabs

These are all the Query Tabs which we will review at this time.

These are all the Query Tabs which we will review at this time.

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Navigation - Query

After a query has been created, the Query Tab

allows you to select the fields in your final report

After a query has been created, the Query Tab

allows you to select the fields in your final report

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Navigation - Query

Use Check all Fields or Click on

desired fields

Use Check all Fields or Click on

desired fields

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Expressions are a way of adding SQL to Fields and Criteria

See More Advanced Slide Show for details

Expressions are a way of adding SQL to Fields and Criteria

See More Advanced Slide Show for details

Navigation - Expressions

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Prompts allow variable criteria to be entered at

run time

Click Add Prompt or Prompt Edit

Prompts allow variable criteria to be entered at

run time

Click Add Prompt or Prompt Edit

Navigation - Prompts

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Navigation - Fields

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Navigation - Fields

Enter column numbers to re-sequence

Enter column numbers to re-sequence

Reorder Columns on final report

Reorder Columns on final report

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Navigation - Criteria

Criteria are used to filter the number of rows of data returned at execution time

Criteria are used to filter the number of rows of data returned at execution time

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Having allows record filteringbased on

aggregated fields

Having allows record filteringbased on

aggregated fields

Navigation - Having

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SQL is the Structured Query Language Code generated

from the query

SQL is the Structured Query Language Code generated

from the query

Navigation - SQL

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Navigation - SQL

Use SQL when resolving errors:Copy/Paste SQL into Excel SpreadsheetUse example commands at left to find errors

Use SQL when resolving errors:Copy/Paste SQL into Excel SpreadsheetUse example commands at left to find errors

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Save the query, if it has been changed.

Select Preview to run the query and view results.

Download to Excel or Save as a text file.

Save the query, if it has been changed.

Select Preview to run the query and view results.

Download to Excel or Save as a text file.

Navigation - Preview

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Conclusion of Self Guided TourCovered topics included the following:

• Basic Query Concepts

• Navigation through all of the Tabs

• Execution of Existing Query