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Enterprise Query for HRMS 9.0 Created on 2/5/2010 12:48:00 PM

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Training Guide Enterprise Query for HRMS 9.0

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Table of Contents Enterprise Query for HRMS 9.0 ...................................................................................1

PeopleSoft Query Basics ....................................................................................................... 1 Running Existing Query Using Query Viewer ................................................................................... 2 Running an Existing Query Using Query Manager ............................................................................ 4 Creating a Query .............................................................................................................................. 9 Downloading Queries to Excel and CSV files ................................................................................. 19 Submitting Process Requests .......................................................................................................... 27 Making a Query Distinct ................................................................................................................. 34 Renaming Queries .......................................................................................................................... 44 Editing Queries............................................................................................................................... 48 Deleting Queries ............................................................................................................................. 62

Defining Query Selection Criteria ...................................................................................... 65 Entering Selection Criteria .............................................................................................................. 66 Specifying Effective Date Criteria ................................................................................................... 76 Applying an Aggregate Function .................................................................................................... 85 Creating a Query Using Having Criteria .......................................................................................... 94

Advanced Query Options .................................................................................................. 106 Defining Expressions .................................................................................................................... 107 Creating Record Hierarchy Joins ................................................................................................... 123 Creating a Query Runtime ............................................................................................................ 141 Creating Record Joins ................................................................................................................... 162


Page 1

Enterprise Query for HRMS 9.0 The main reason you store your business data in a database is so you can manipulate it to answer

questions and solve business problems. However, getting just the information you're looking for often can be a difficult and time-consuming process.

With PeopleSoft Query, you can easily create queries to access the data in your PeopleSoft database. The queries can be as simple or as complex as necessary, and they can be one-time ad-

hoc queries or queries you'll use repeatedly.

Here are some examples of how you can use PeopleSoft Query:

• Preview queries within Query Manager and Query Viewer, displaying the results set in a grid

for review. This option is useful as you refine your queries.

• Run queries from Query Manager or Query Viewer as a separate process, and view the results in a separate browser window.

• Schedule queries so that they run at predefined times or on recurring schedules. The results of

scheduled queries are routed to PeopleSoft Report Manager. • Download and format query results as a Microsoft Excel spreadsheet. This option is available

whether you preview, run, or schedule a query.

• Queries are a primary data source for PeopleSoft Cube Manager, which you can use to build online analytical processing (OLAP) cubes. PeopleSoft nVision also use queries as a data source.

Upon completion of this module, you will be able to:

• Find an existing query. • Create a query.

• Run a query.

• Download a query to Excel and a CVS file. • Submit a process request.

• Rename a query.

• Delete a query.

• Create a query with a selection criteria. • Specify effective date criteria.

• Apply aggregate function to a field.

• Create a query using Having criteria. • Define expressions for a query.

• Create a Record Hierarchy join.

• Create a Related Record join.

PeopleSoft Query Basics

PeopleSoft Query is a reporting tool that enables data to be written directly on screen, enables the creation of one-time ad-hoc queries, and automatically generates SQL code. PeopleSoft Query

enables you to identify and extract precise information using visual representations of your

PeopleSoft database, without writing SQL statements.

Upon completion of this lesson, you will be able to:

• Run an existing query using Query Viewer.

• Run an existing query using Query Manager. • Create a query.

Training Guide

Enterprise Query for HRMS 9.0

Page 2

• Download a query to Excel and a CSV file.

• Submit a process request.

• Make a query distinct. • Rename a query.

• Edit a query.

• Delete a query.

Running Existing Query Using Query Viewer

You can run existing queries and view the results in a new browser window using Query Viewer.

Query Viewer enables you to:

• Search for a query. • Preview a query in the active browser window.

• Run a query and display results in a new browser window.

• Print a query.

• Schedule a query.

In this topic, John Peterson works in your company's Australia office. You know that he is in the

Information Services department, but are unsure if his actual title. You decide to run a query for global employees to verify his job title. Search for and run the

CUSTOM04_GLOBAL_EMPLOYEE_LISTI query to verify John Peterson's job title.

Procedure


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Step Action

1. Begin by navigating to the Query Viewer search page.

Click the Reporting Tools link.

Step Action

2. Click the Query Viewer link.

3. Use the Query Viewer search page to define search criteria for the existing query.

Training Guide


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Step Action

4. Enter the desired information into the begins with field. Enter "CUSTOM04".

5. Click the Search button.

6. Queries that meet the criteria you entered display under Search Results. Notice the

CUSTOM04_GLOBAL_EMPLOYEE_LISTI query is displayed.

From here you can open a query in a new browser window, download a query to an Excel spreadsheet, schedule a query to run, or add a query to your Favorites.

7. Click the HTML link.

8. Use the CUSTOM04_GLOBAL_EMPLOYEE_LISTI page to review the details of your query request. This page opens up in a new window.

9. You can locate the details for John Peterson on this query results page.

10. You used Query Viewer to search for and view a query. Query Viewer is a read-only

version of Query Manager, which enables security administrators to easily limit user

access to queries.

End of Procedure.

Running an Existing Query Using Query Manager You can run predefined queries from your browser and view it online using Query Manager. You

use the Run to HTML option on the Query Manager search page to display the results in a new browser window.


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In addition to previewing and running predefined queries, Query Manager enables you to create

and modify queries.

In this topic, you want to review the different departments in your organization.

Procedure

Step Action

1. Begin by navigating to the Query Manager search page.


Training Guide


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Step Action

2. Click the Query Manager link.

3. Use the Query Manager search page to define search criteria for an existing query. Use a keyword to search for the Department Table query.


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Step Action

4. Enter the desired information into the begins with field. Enter "PER".


6. The search results display all the queries beginning with PER. Notice the

PER701_DEPT_TBL query is displayed.

From here you can edit a query, open the query in a new browser window, download

a query to an Excel spreadsheet, or schedule a query to run.

7. Open the PER701_DEPT_TBL query in a new browser window.

Click the HTML link.

8. The PER701_DEPT_TBL query appears in a new window. The default view will always display a maximum of 100 rows. You can print your results using the

browser print function. View the details and close the browser window.

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Step Action

9. Click the vertical scrollbar.


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Step Action

10. Click the Close button.

11. You successfully ran a predefined query by using Query Manager.

End of Procedure.

Creating a Query Creating your own queries enables you to select the table or tables from which you need to

retrieve data. You can also select the fields within the tables so that the query displays only the required data.

This topic provides the basic information of how to select tables and fields for creating queries by using Query Manager. When creating a query, you can specify query attributes and perform such

tasks as modifying column headings and specifying the sort order.

Your manager has asked you for an updated list of employee information. The list should include

employee ID, name, and address information. Your goal is to create a query using the

PERSONNEL_RPT record.

Procedure

Training Guide


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Step Action

1. Begin by navigating to the Records page.


Step Action


3. Use the Query Manager search page to define search criteria for an existing query,

or to create a new query.


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Step Action

4. You need to create a query using the PERSONNEL_RPT record.

Click the Create New Query link.

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Step Action

5. Enter the desired information into the begins with field. Enter "PERSONNEL".


7. Use the Records page to view existing records. Select an existing record to create a

new query.

8. Click the Add Record link.

9. The Query page appears, displaying several fields. Use this page to add fields to a query.


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Step Action

10. Add the fields Name, Country, Address1, City, State, and Postal to the query.

Click the NAME - Name option.


12. Click the COUNTRY - Country option.

13. Click the ADDRESS1 - Address Line 1 option.

14. Click the CITY - City option.

15. Click the STATE - State option.

16. Click the POSTAL - Postal code option.


18. Click the Fields tab.

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Step Action

19. The field you selected appears on the Fields page. Query displays a letter next to

each field in the Record.Fieldname column. This letter is an alias that represents

the table from which this field has been extracted

Step Action

20. Click the Edit button.

21. Use the Edit Field Properties page to customize your field properties.


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Step Action

22. Click the Text option.

23. Click in the Heading Text field.

24. Enter the desired information into the Heading Text field. Enter "Full Name".

25. Click the OK button.

Training Guide


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Step Action



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Step Action



29. Enter the desired information into the Heading Text field. Enter "Street".


Step Action

31. Click the Save button.

32. Use the Enter a name to save this query: page to specify a name and description

for the new query you created.

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Step Action

33. Enter the desired information into the Query field. Enter "EMP_ADD".

34. Click in the Description field.

35. Enter the desired information into the Description field. Enter "Employee

Address".

36. Use the Query Type field to specify the type of query as User, Process, or Role.

Standard queries are defined as User types, and queries that use workflow are

defined as Process or Role types. For the exercise, retain the default query type.

37. You have the option of saving the query as either Private or Public. Private means

that only the user ID that created the query can open, run, modify, or delete the query. Public means that any user with access to the records used by the query can

run, modify, or delete the query.

Click the Owner list.

38. Click the Public list item.



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Step Action

40. Click the Run tab.

41. Use the Run page to preview the query you have just created.

42. Creating your own queries allows you to select the table or tables from which you

want to execute a query and to design the fields within those tables so that only the

data you want displays.

End of Procedure.

Downloading Queries to Excel and CSV files When you run a query from Query Manager, the results display in a new browser window. From there, you can download Query results to an Excel spreadsheet, or to a CSV text file.

In this topic, you will download the EMP_ADD query results to an Excel spreadsheet, then you

will save the results to your desktop as a CSV file.

Procedure

Training Guide


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Step Action

1. Begin by navigating to the EMP_ADD page.




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Step Action

3. Enter the desired information into the begins with field. Enter "EMP_ADD".


5. Click the HTML link.

6. Use the EMP_ADD page to download query results data in an Excel spreadsheet, or

a CSV text file.

Training Guide


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Step Action

7. Click the Excel Spreadsheet link.


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Step Action

8. Click the Open button.

9. The window now displays the results in an Excel spreadsheet.

You can save your file on your local hard drive by modifying the File Type Option

settings for Excel Worksheets.

Step Action

10. Click the Close button.

Training Guide


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Step Action

11. Next, save the results to your desktop as a CSV Text File.

Click the CSV Text File link.


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Step Action

12. The File Download window gives you the choice of opening the file, or saving it to disk.

Click the Save button.


Training Guide


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Step Action

14. You are notified that the download is complete.

Click the Close button.


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Step Action

15. Close the browser window to return to PeopleSoft.

Click the Close button.

16. You can download query results from the browser window to an Excel spreadsheet,

or to a CSV text file.

End of Procedure.

Submitting Process Requests You may choose to schedule queries so that they run at predefined times or on recurring

schedules. Query Manager interacts with PeopleSoft Process Scheduler to enable you to schedule queries. To schedule a query, you must submit a process request. The results of scheduled queries

are routed to PeopleSoft Report Manager.

In this topic, you would like to review transfers that occurred as a result of a reorganization. You

want the query to run at 5:00 p.m. today.

Procedure

Training Guide


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Step Action

1. Begin by navigating to the Schedule Query page.



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Step Action

2. Click the Schedule Query link.

Training Guide


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Step Action

3. Click the Add a New Value tab.

4. Enter the desired information into the Run Control ID field. Enter "TRANSFER".

5. Click the Add button.

6. Use the Schedule Query page to enter the request parameters. These parameters

will be used to define the processing rules and data to be included when the process is run.

Step Action

7. Click in the Query Name field.

8. Enter the desired information into the Query Name field. Enter "HR_TRANS".



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Step Action

10. The description appears to the right of the query name.

Click the HR_TRANSAFTERORGCHG link.

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Step Action

11. Enter the desired information into the Org Plan field. Enter "J02".


13. The Description field is automatically populated after searching on the query name.

14. Click the Run button.

15. Use the Process Scheduler Request page to enter or update parameters, such as

server name and process output format.


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Step Action

16. You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that

you last used will default in this field.

Click the Server Name list.

17. Click the PSNT list item.

18. You want this process to run at 5:00 p.m. tonight.

Click in the Run Time field.

19. Enter the desired information into the Run Time field. Enter "5:00:00PM".

20. Use the Type field to select the type of output you want to generate for this job.

21. Use the Format field to define the output format for the report. The values are

dependent upon the Process Type you have selected. In this example, the default value is TXT.


23. Notice the Process Instance number appears. This number helps you identify the

process you have run when you check the status.

Training Guide


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Step Action

24. You have scheduled the query to run at a future time. You can view results from the

Process List page.

Click the Process Monitor link.

25. Use the Process List page to view the status of submitted process requests.

26. The current status of the process is Queued. The process is finished when the status is Success. You can click the Refresh button to update the status, which will change

to Success after the query runs at 5:00PM today.

27. You have successfully scheduled a query to run at a later date and/or time.

End of Procedure.

Making a Query Distinct You can use the Distinct feature of Query to avoid duplicity of fields in a report.

In this topic, you want to retrieve a list of employees who have requested vacation. You want each employee ID to appear only once. To do this, you will create a query based on the

ABSV_REQUEST record and make the query distinct.

Procedure


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Step Action



Training Guide


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Step Action



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Step Action

3. Click the Create New Query link.

Step Action

4. In this example, you want to create a query by using the ABSV_REQUEST record.

Enter the desired information into the begins with field. Enter

"ABSV_REQUEST".


6. Use the Records page to select the records upon which to base the new query.

7. Add the record and select the fields from the record that you want to add to the

query.

Click the Add Record link.

8. The Query page appears, displaying several fields. Use this page to add fields to a query.

9. The Query Name appears as New Unsaved Query until you save the query.

Training Guide


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Step Action

10. Click the EMPLID- EmplID option.


12. Use the Enter a name to save this query: page to specify a name and description

for the new query you create.


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Step Action

13. Enter the desired information into the Query field. Enter "Employee_Distinct".


15. Enter the desired information into the Description field. Enter "List of employee

vacation reqs".

16. Use the Query Type field to specify the type of query as User, Process, or Role.

Standard queries are defined as User types, and queries that use workflow are defined as Process or Role types. For this example, retain the default query type.

17. You can specify the query as either Private or Public by selecting an entry in the

Owner field. A Private query can be accessed and modified by only the user who

created the query. However, any user who has access to the query records can run, modify, or delete a Public query. For this example, retain the default value.


Training Guide


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Step Action

19. Next, view the query results.

Click the Run tab.

20. Use the Run page to preview the query you have just created. Notice that there are 5

rows in the query result, and some IDs are appearing multiple times.


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Step Action


22. Use the Fields page to view how fields are selected for output; view the properties

of each field; and to change headings, order-by numbers, and aggregate values.

Training Guide


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Step Action

23. Navigate to the Query Properties page to change the query properties to make it

distinct.

Click the Properties link.

24. Use the Query Properties page to enter query details such as query description,

type, and owner.


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Step Action

25. Click the Distinct option.


Training Guide


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Step Action


28. Now, preview the query results.

Click the Run tab.

29. Notice that the page now has only 3 rows. The IDs that were appearing more than once have disappeared from the query results.

30. You have successfully made a query distinct.

End of Procedure.

Renaming Queries There may be instances when you need to rename an existing query. If your security access

allows, you can change the name of a query from the query search results page.

In this topic, you have been asked to change the name of the EMP_ADD query to EMPLOYEE_ADDRESS.

Procedure


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Step Action

1. Begin by navigating to the Rename Queries page.


Training Guide


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Step Action



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Step Action

3. Use a keyword to search for the EMP_ADD query.

Enter the desired information into the begins with field. Enter "EMP_ADD".


5. You can rename a query from the search results page. Select the query to be

renamed.

Click the EMP_ADD option.

6. Use the Action field to select an option to perform the required operation, such as

copy, delete, move, or rename, on the selected query. For this exercise you will

rename the selected query.

Click the Action list.

7. Click the Rename Selected list item.

8. Click the Go button.

9. Use the Rename Queries page to specify the new name for the query.

Training Guide


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Step Action

10. Enter the desired information into the New Name field. Enter

"EMPLOYEE_ADDRESSES".


12. Notice that the query name has changed to EMPLOYEE_ADDRESSES.

13. You successfully renamed a query.

End of Procedure.

Editing Queries The Edit Field Properties page appears when you click the Edit button for a field on the Fields page. You can access the Edit Field Properties page from any page except the Records and

Preview pages. The fields that appear on the Edit Field Properties page depend on the type of

field value you want to edit.

In this topic, a query has already been created and you are going to edit the column order, sort

order, and column heading titles for the query.

Procedure


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Step Action

1. Begin by navigating to the Fields page.


Training Guide


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Step Action



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Step Action

3. Enter the desired information into the begins with field. Enter



5. Click the Edit link.

6. Use the Fields to view how fields are selected for output, view the properties of each field, change headings, change column and sort orders, and apply aggregate values.

Step Action

7. Click the Query tab.

8. Use the Query page to select the fields you want to add to your query, or to deselect

fields to remove form your query.

Training Guide


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Step Action

9. Expand the folder to show the fields.

Click the Expand button.

10. In this example, the query record and fields have already been selected. Begin by

viewing the results of the query.

11. Next, view the results of your query.

Click the Run tab.

12. Use the Run page to view the results of your query.

13. After viewing the results, you decide to change the order of the columns.


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Step Action


15. The columns in the query results display in the order specified in the Col column on

the Fields page.

Training Guide


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Step Action

16. Click the Reorder / Sort button.

17. Use the Edit Field Ordering page to modify the order of the columns.


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Step Action

18. In this example, you want the columns in the following order: Name, City, Address1, State, Postal Code, Country.

Click in the New Column field.

19. Enter the desired information into the New Column field. Enter "6".

20. For this example, the ADDRESS1 column order is not changing.

21. Click in the New Column field.







28. Note that the fields are now listed with the updated column order.

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Step Action

29. View the results of the query with the modified column order.

Click the Run tab.

30. The column order is now changed in the query results.


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Step Action


32. The column headings for each column can also be modified. You next want to

change the titles displayed on two of the columns.

33. The column heading used in the query results is displayed in the Heading Text

column.

The text that is listed here is used for the headings in your output to grid control,

Excel, and Crystal (if you export from Windows). If, however, you create a Crystal report from within Crystal Reports, the field name is used in the column heading.

Training Guide


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Step Action

34. In this example, you want the Name column heading changed to Employee.

Click the Edit button.

35. Use the Edit Field Properties page to enter edits, updates, or changes to field

properties.

36. You have the choice of using no heading, the short description, the long description,

or user-defined text for the column heading.


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Step Action


38. Enter the desired information into the Heading Text field. Enter "Employee".


Training Guide


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Step Action

40. In this example, you also want to change the POSTAL - Postal Code heading text to

Zip Code.



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Step Action

41. The short description is used by default. You want to change this to use a text description.

Click the Text option.


43. Enter the desired information into the Heading Text field. Enter "Zip Code".


45. Notice that the new text descriptions are now displayed in the Heading Text field.

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Step Action

46. Review the results of the query with the new column headings.

Click the Run tab.

47. Notice the updated column headings.

48. You have successfully edited a query by changing the column order, sort order, and

column headings.

End of Procedure.

Deleting Queries You can delete outdated and obsolete queries, if necessary, to better organize you company's

database. Note that the ability to delete or rename a query is dependent upon user roles and user security.

In this topic, you will delete an existing query. The CUSTOM00_GENDER_RATIO_ANALYSIS query has become outdated and is now obsolete.

Your goal is to delete it. Use the Query Manager page to find and delete the

CUSTOM00_GENDER_RATIO_ANALYSIS query.

Procedure


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Step Action

1. Begin by navigating to the Query Manager page.


Training Guide


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Step Action



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Step Action


"CUSTOM00_GENDER_RATIO_ANALYSIS".


5. Use the Query Manager page to update query information such as deleting,

renaming, or copying.

6. Click the CUSTOM00_GENDER_RATIO_ANALYSIS option.

7. Click the Action list.

8. You can select an option to perform the required operation, such as copy, delete,

move, or rename, on the selected query. In this example, you need to delete the selected query.

Click the Delete Selected list item.

9. Click the Go button.

10. The Delete Confirmation page enables you to confirm that you want to delete the

query you have identified.

Click the Yes button.

11. Notice that the CUSTOM00_GENDER_RATIO_ANALYSIS query has been

deleted.

12. You successfully deleted the a query.

End of Procedure.

Defining Query Selection Criteria

PeopleSoft database stores data in tables made up of columns (fields) and rows (records). This

helps you to identify every individual piece of data that you need to specify. When you create a query, you select the data you want the system to retrieve by specifying from which columns and

rows to retrieve.

When you run a query after selecting the fields, the system retrieves the data from every row in the table or tables. If you want the system to retrieve data from selective rows, you add selection

criteria to the query.

The selection criteria serves as a test that the system applies to each row of data in the tables

related to your query. If the row passes the test, the application retrieves it. If the row does not

pass the test, however, the application does not retrieve the data.

Training Guide


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For example, you need the names of all PeopleSoft customers who are not PeopleSoft employees.

You start by creating a query that retrieves the Name and Company fields from the Customer table. You can then add a selection criterion that tells PeopleSoft Query to scan for rows in which

the company name is not PeopleSoft. In most cases, a selection criterion compares the value in

one of a row's fields to a reference value. In this example, you would compare the value in the Company field to the constant value of PeopleSoft.

Upon completion of this lesson, you will be able to:

• Enter selection criteria. • Specify effective date criteria.

• Apply an aggregate function.

• Create a query using Having criteria.

Entering Selection Criteria

Defining selection criteria enables you to selectively retrieve data. Selection criteria refines your query by specifying conditions that the retrieved data must meet. You can define selection criteria

for a new or an existing query.

In this topic, your manager would like a list of employees that live in California. To generate this

list, you will use the EMPLOYEE_ADDRESS query and define the criteria properties to include

only employees who live in California.

Procedure


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Step Action



Step Action


Training Guide


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Step Action





6. Use the Fields page to view how fields are selected for output; view the properties of each field; and to change headings, order-by numbers, and aggregate values.


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Step Action

7. The EMPLOYEE_ADDRESSES query is displayed. Before adding criteria to the query, run the query result to see how many rows are returned.

Click the Run tab.


9. The query result displays all 2293 rows in the table. This is because no criteria are

defined for this query currently. However, you only want to see specific records. To

do this, you need to create criteria for specific fields.

Training Guide


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Step Action

10. Click the Criteria tab.

11. Use the Criteria page to view any existing criteria for your query, and if necessary, add or modify selection criteria for the query. In this example, you need to add

criteria to the query.


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Step Action

12. Click the Add Criteria button.

13. Use the Edit Criteria Properties page to define the selection criteria for the query.

14. First, you need to select the expression to be used as a comparison value. Select the

first expression type in the Choose Expression 1 Type group box:

• Field: Select if you want to base the selection criterion on another field’s value. Usually a field in another record component. To compare the values from fields in

two records, you must join the record components. When you select this option, you

must go on to select a condition type.

• Expression: Select if you want PeopleSoft Query to evaluate an expression that you enter before comparing the result to the value in the selected field. When you

select this option, you must go on to select an expression type. If you are entering an

aggregate value, select the Aggregate Expression check box. You can also enter parameters for length and decimal positions. Also enter the expression in the text

box. Query Manager inserts this expression into the Structured Query Language

(SQL).

In this example, use the default selection.

15. Use the Expression 1 group box, to specify the field you want to use as criteria.

In this example, you need to retrieve information about a Campus; therefore, locate the A.STATE - State field.

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Step Action

16. Click the Select Record and Field button.


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Step Action


18. Click the A.STATE - State link.

19. The Condition Type determines how PeopleSoft Query compares the values of the first expression to the second expression.

The available condition types are: between, equal to, exists, greater than, in list, in tree, is null, less than, and like. For each of the condition types, Query Manager

offers a “not” option that reverses its effect. For example, not equal to returns all

rows that equal to would not return.

Note that it is always better to use the not version of an operator rather than the NOT

operator on the entire criterion. When you use NOT, PeopleSoft Query cannot use

SQL indexes to speed up the data search. When you use the not version of an operator, PeopleSoft Query can translate it into a SQL expression that enables it to

use the indexes.

20. In this example, you want to display a State that is equal to California. Therefore,

you will leave the condition type as equal to.

21. The procedure for entering comparison values differs depending on what kind of value you are entering. You use the Choose Expression 2 Type group box to define

the second type of expression.

22. If you select Field, the value in the selected field is compared to the value in another

field, usually a field in another record component.

When you select Field as the comparison value, the Choose Record and Field

dialog box appears. The Record Alias field lists all the records that are part of the

current query. Select the record and the field. The selected field name appears in the second Expression column of that field’s row.

23. If you select Expression, the value in the selected field is compared to an expression

you enter, which PeopleSoft Query evaluates once for each row before comparing

the result to the value in the selected field.

When you select Expression as the comparison value, the Define Expression dialog

box appears. In the text box, enter a valid SQL expression.

To add a field or user prompt to the expression, click the Add Prompt link or the

Add Field link. These links display the same dialog boxes that you see when adding

a field or prompt as a comparison value: the Add Prompt displays the Run-time

Prompt dialog box; the Add Field link displays the Select Record and Field dialog

box. The only difference is that PeopleSoft Query adds the field or prompt to your

expression rather than using it directly as the comparison value.

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Step Action

24. If you select Constant, the value in the selected field is compared to a single fixed

value.

When you select Constant as the comparison value the Define Constant dialog box

appears. In the text box, enter the value you want to compare the first expression to.

To add a value by selecting it from a list, click the lookup button to display the

Select a Constant page.

25. If you select Prompt, the value in the selected field is compared to a value that you

enter when running the query.

When you select Prompt as the comparison value, the Define Prompt dialog box appears. Click the New Prompt link to move to the Edit Prompt Properties page.

26. If you select Subquery, the value in the selected field is compared to the data

returned by a subquery.

When you select Subquery as the comparison value, the Define Subquery dialog

box appears. Click the Define/Edit Subquery link to move to the Records tab to

start a new query.

27. In this example, you are going to select a specific value, so you will use the default

Constant option.


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Step Action

28. Next, specify the campus value for which you are looking.

Click in the Constant field.

29. Enter the desired information into the Constant field. Enter "CA".


Step Action

31. Notice the first criteria is displayed.

Click the Save button.

32. Finally, view the results of the query.

Click the Run tab.

33. The results display all employees who live in California.

34. You successfully created a query with criteria properties.

End of Procedure.

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Specifying Effective Date Criteria Effective-dated tables have record definitions that include the Effective Date (EFFDT) field. This field, used throughout PeopleSoft applications, provides a historical perspective, allowing you to

see how the data has changed over time.

When you are using a PeopleSoft application for day-to-day processing, you usually want the system to give you the currently effective rows of data. Essentially, the system must return the

row in which the effective date is less than or equal to the current date. You do not need to see the

history rows, which are no longer accurate, nor do you need to see future-dated rows, which are not yet in effect.

When you are querying an effective-dated table, you may want to view some rows that are not currently in effect or, you may want to view all the rows, regardless of their effective dates.

Additionally, you may want to view only the rows that were effective as of a specific date.

In this topic, you have been asked to run the ADDL_PAY_EFFDT query to determine which employees have earned additional pay. Your manager has requested that the query be run for

specific effective dates. Your goal is to run the first query to include only employees who have

received additional pay a specified date. The second query is for all other dates.

Procedure


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Step Action



Step Action


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Step Action



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Step Action

4. Enter the desired information into the begins with field. Enter "ADDL_PAY_EFFDT".


6. Use the Records page to view existing records. Select an existing record to create a new query.

7. Click an entry in the Add Record column.

Step Action

8. A dialog box appears that indicates that the effective date criteria has been

automatically added to this effective dated record.

Click the OK button.

9. The Query page lists all the fields for the selected record. You use this page to select the fields that you want to use in the query.

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Step Action

10. In this example, you want to use the following fields: EMPLID, ERNCD, and

EFFDT.

Click the EMPLID - EmplID option.

11. Click the ERNCD - Earnings Code option.

12. Click the EFFDT - Effective Date option.

13. Next, add criteria to the query.

Click the Criteria tab.

14. Use the Criteria page to view existing criteria or to add additional criteria to a

query.


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Step Action

15. When you choose a record that has EFFDT as a key field, Query Manager automatically creates default criteria.

You want to edit this field to define specific dates.


16. Use the Edit Criteria Properties page to enter or modify selection criteria for the

query.

17. The Condition Type drop-down lists the operators that are available for the Effective Date field. The value selected for this field determines how PeopleSoft

Query is going to compare values for the different expressions.

18. Keep in mind that the effective date operators work differently than the standard

comparison operators. These operators always return a single effective-dated row. For example, Eff Date <= returns the one row whose EFFDT value is most recent.

Whereas, a not greater than operator returns the currently active row and all history

rows.

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Step Action

19. In this example, you have been asked to see information on employees who have

received additional pay between a set period of time.

Click the Condition Type list.

20. Click the between list item.

21. If you choose one of the comparison options, choose to compare each row’s effective date against today’s date or a date other than today.

Select a Constant option when you want to see the rows that were effective as of a

past date or that will be effective on some future date.

22. Select a Field option when you want to see the rows that were effective at the same

time as some other record. For example, if you're reviewing the list of products on a

customer order, you'll want to see the products that were effective on the date of the

order.

23. Select an Expression option if you want to prompt users for an effective date when they run the query.

For this example, you will use the default Constant-Constant option.

24. Click in the Date field.

25. Enter the desired information into the Date field. Enter "01/01/2000".


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Step Action

26. Click in the Date 2 field.

27. Enter the desired information into the Date 2 field. Enter "01/31/2000".


Step Action

29. Next, view the query results.

Click the Run tab.


31. A list of employees who received additional pay between January 1 and January 31,

2000 is displayed.

You have created a query that satisfies the effective date criteria. Now, redefine this

query so that it includes employees who have received additional pay for all other dates.

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Step Action



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Step Action

33. You can use logical operators to include all dates except the ones specified. To do

this, you use the NOT operator.

Click the Logical list.

34. Click the NOT list item.

35. Preview the query with the new criteria applied.

Click the Run tab.

36. Now, the query displays the information for all employees who received additional pay for dates other than January 1 through January 31, 2000.

37. In this topic, you learned to create an effective-dated query. This query is used to

retrieve data for a specific period from an effective-dated table.

End of Procedure.

Applying an Aggregate Function An aggregate function is a special type of operator that returns a single value based on multiple

rows of data. When your query includes one or more aggregate functions, PeopleSoft Query

collects related rows and displays a single row that summarizes their contents.

For example, suppose you have an Order record that includes Customer ID and Amount fields

for each item ordered. You want to find out how much each customer has ordered. Therefore, you create a query that selects the Customer ID and Amount fields. Without any aggregate

functions, this query would return one row for every customer and amount combination. If you

apply the aggregate function Sum to the Amount field, the query can be narrowed down to display one row that summarizes the amount for each customer.

When you apply an aggregate function to a field, you are redefining how PeopleSoft Query uses

the field throughout the query. Essentially, the application replaces the field, wherever it occurs, with the results of the function. If you select the field as a display column, PeopleSoft Query

displays the aggregate values. However, if you use the field as an order by column, the

application organizes the results in an order that is based on the aggregate values.

In this topic, a few employees at your company have decided to use some vacation time within

the next few months. Your manager needs a list of the employees who have requested vacation

time and the total number of vacation days requested for each employee. Instead of running a query with many rows of data, you decide to create a query for the total number of requested days

off using the aggregate Sum function.

Procedure

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Step Action




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Step Action


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Step Action


Step Action

4. The first step in creating a new query is to find an existing record for the query. In

this example, you will locate the ABSV_REQUEST record.


"ABSV_REQUEST".


6. Use the Records page to view existing records. Select an existing record to create a

new query.


8. The Query page lists all the fields for the selected record. You use this page to

select the fields that you want to use in the query.


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Step Action

9. In this example, you want to use the following fields: EMPLID, BEGIN_DT, RETURN_DT, and DURATION_DAYS.


10. Click the BEGIN_DT - Begin Date option.

11. Click the RETURN_DT - Return Date option.

12. Click the DURATION_DAYS - Duration (Days) option.


14. Use the Fields page to view how fields are selected for output; view the properties of each field; and to change headings, order-by numbers, and aggregate values.

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Step Action

15. You are going to add an aggregate function to the DURATION_DAYS field.


16. Use the Edit Field Properties page to change the column heading and apply the

aggregate function to this query.

17. The column heading for a field can be specified in the Heading group box.

If No Heading is selected, the column does not have a heading.

If RFT Short is selected, the column heading is the short name from the record

definition. If Text is selected, the column heading is the text you have entered in the text box.

If RFT Long is selected, the column heading is the long name from the record

definition.


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Step Action

18. In this example, you want to override the column heading with custom text to reflect that the data is a summation of days.



20. Enter the desired information into the Heading Text field. Enter "SUM DAYS".

21. An aggregate function is a special type of operator that returns a single value based on multiple rows of data. When your query includes one or more aggregate

functions, Query Manager collects related rows and displays a single row that

summarizes their contents.

22. The options are as follows: None - Will not use aggregate functions.

Sum - Adds the values from each row and displays the total.

Count - Counts the number of rows.

Min - Checks the value from each row and returns the lowest one. Max - Checks the value from each row and returns the highest one.

Average - Adds the values from each row and divides the result by the number of

rows.

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Step Action

23. In this example, specify an aggregate function to calculate the total number of

requested days off.

Click the Sum option.


Step Action


26. Use the Enter a name to save this query: page to name and describe your query.


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Step Action

27. Enter the desired information into the Query field. Enter "VAC_TIME_OFF".


29. Enter the desired information into the Description field. Enter "# of requested

vacation days".

30. Standard queries are designated as User queries. Workflow queries are either

Process or Role queries.

For this example, use the default.

31. Use the Owner field to specify the access to this query. Private indicates that only

the user ID that created the query can open, run, modify, or delete the query. Public indicates that any user with access to the records used by the query can run, modify,

or delete the query. For this example, you want to make it a private query.


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Step Action

33. Finally, you can view the query results on the Run page.

Click the Run tab.

34. The query results display the total number of vacation days for an employee.

35. You successfully applied an aggregate function to a field.

End of Procedure.

Creating a Query Using Having Criteria With SQL (Structured Query Language), a Having clause is like a Where clause for rows of data

that have been aggregated into a single row of output. The system evaluates Where clauses by

looking at the individual table rows before they are grouped by the aggregate function, and then it evaluates Having clauses after applying the function. So, if you want to check the value returned

by the function, you must define Having criteria.

For example, suppose you need a list of the departments in which the minimum salary is greater

than $100,000. In this case, you first use the aggregate function to group the departments based

on the salary. Then, you use the Having clause to obtain the list of the departments in which the

minimum salary is greater than $100,000.

In this topic, your manager has asked you to selectively define the query results of employees

taking vacation time. She would like the query results to include the employees who are taking more than three days off. To accomplish this task, you will apply Having criteria.


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Procedure

Step Action



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Step Action



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Step Action

3. In this example, you are going to begin with an existing query and modify it.

Enter the desired information into the begins with field. Enter "VAC_TIME_OFF".



6. Use the Fields page to view how fields are selected for output; view the properties

of each field; and change headings, order-by numbers, and aggregate values.

Step Action

7. You need to add two additional fields to this query. You add fields on the Query

page.

Click the Query tab.

8. Use the Query page to select the fields you want to add to your query, or to deselect fields to remove form your query.

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Step Action

9. Click the Expand button.

10. You will add the following fields to this query: PLAN_TYPE and ABSENCE_TYPE.

Click the PLAN_TYPE - Plan Type option.

11. Click the ABSENCE_TYPE - Absence Type option.

12. Return to the Fields page to edit the field properties for the PLAN_TYPE field.

Click the Fields tab.


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Step Action


14. Use the Edit Field Properties page to change the column heading and modify the

translate value displayed in the query results.

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Step Action

15. Query Manager populates the assigned heading to be displayed at the top of the

column for the query output for each field listed. To assign a new heading for the

PLAN_TYPE field, select the Text option and edit the Heading Text field.



17. Enter the desired information into the Heading Text field. Enter "Plan_Type".

18. The data displayed for the PLAN_TYPE field comes from the Translate Table.

When a value comes from the Translate Table, you can determine how you want the information displayed: None, Short Description, or Long Description. For this

example, you want to use the Short Description.

Click the Short option.



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Step Action

20. The next step is to define the Having criteria for the query.

Click the Having tab.

21. Use the Having page to view any existing Having criteria for the query and, if necessary, to add or modify the Having criteria for the query.

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Step Action

22. For this example, you need to add the criteria.

Click the Add Having Criteria button.

23. Use the Edit Having Criteria Properties page to edit or define new having criteria

for the query.


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Step Action

24. In this exercise, your manager has requested that query results include vacation days for employees who are on vacation for more than three days. Navigate to the field

that records employee's vacation duration.

Click the Select Record and Field button.

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Step Action

25. Click the A.DURATION_DAYS - Duration (Days) link.


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Step Action

26. The Condition Type determines how PeopleSoft Query compares the values of the

first expression to the second expression.

In this example, you want to display data for employees with greater than three days

vacation time.

Click the Condition Type list.

27. Click the greater than list item.

28. Next, define a Constant value.

Click in the Constant field.

29. The value of the DURATION_DAYS field will be compared to the single fixed

value defined here.

In this example, the constant value is 3 because you are looking for information on

employees who are on vacation for more than three days.

Enter the desired information into the Constant field. Enter "3".


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Step Action


32. Next, view the results of the query on the Run page.

Click the Run tab.


34. The query results display information for employees with more than three days of vacation.

35. In this topic, you learned to use Having criteria to further refine query results.

End of Procedure.

Advanced Query Options Expressions are calculations that PeopleSoft Query performs as part of a query. You use them

when you must calculate a value that PeopleSoft Query doesn't provide by default. For example,

to add the values from two fields together or to multiply a field value by a constant.

Query Manager also enables you to create queries that include multiple-table joins. Joins retrieve

data from more than one table, presenting the data as if it came from one table. A PeopleSoft

query links the tables, based on common columns, and links the rows in two tables by common values in the shared columns.

Upon completion of this lesson, you will be able to: • Define expressions for a query.


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• Create a Record Hierarchy join. • Create a Query at Runtime.

• Create a Related Record join.

Defining Expressions Expressions are calculations that PeopleSoft Query performs as part of a query. Use them when

you must calculate a value that PeopleSoft Query doesn't provide by default (for example, to add the values from two fields together or to multiply a field value by a constant).

An expression can be treated as a field query. When selected for output, you can change its

column heading or sort it. In this topic, you are going to create a query that displays customer information and calculates the total cost of training units for each customer.

You will create an expression to determine what each customer has spent on training units. The expression multiplies the cost of a training unit by the number of units that each customer owns.

In this topic, you are going to create a query that displays the other pay amount to be distributed

to employees on a quarterly basis. The other pay data is an annual amount to be paid to the employee, but your company will process the amount quarterly. You want to divide the total

amount for each employee by four (the number of quarters in a year) to view the distribution

amount.

Procedure

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Step Action



Step Action



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Step Action


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Step Action

4. The first step in creating a query is to find an existing record for the query. In this

example, you will locate and use the ADDL_PAY_DATA record.


"ADDL_PAY_DATA".


6. Use the Records page to view existing queries or to create a new query.


Step Action

8. When a record is contains an effective date, the appropriate criteria will be added to

your query.


9. Use the Query page to select the fields you want to add to your query, or to deselect fields to remove form your query.


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Step Action

10. Next, select the fields for the query.


11. Click the EFFDT - Effective date option.

12. Click the OTH_PAY - Other Pay option.

13. Click the ADDLPAY_REASON - Reason for ... option.


15. Use the Fields page to view how fields are selected for output, view the properties

of each field, change headings, change column and sort orders, and apply aggregate values

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Step Action

16. In this example, you will update the headings for the EmplID and Other Pay fields.

EmplID should be changed to Employee ID, while Other Pay will use the RFT Long

value.


17. Use the Edit Field Properties page to change the column heading and apply the aggregate function to this query.


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Step Action



20. Enter the desired information into the Heading Text field. Enter "Employee ID".


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Step Action



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Step Action

23. Click the RFT Long option.


Step Action

25. Next, you need to add the expression to divide the net amount by four to get a

quarterly amount result.

Click the Expressions tab.

26. Use the Expressions page to add or maintain expression criteria. Create expression

statements by selecting operators, fields, and constant values.

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Step Action

27. Click the Add Expression button.

28. Use the Edit Expression Properties page to select the expression type, and to enter

expression text.


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Step Action

29. Select an Expression Type from the drop-down list.

If you select Character, enter the maximum length of the expression result in the

Length field. If you select Number or Signed Number, enter the total number of

digits in the Length field and the number of digits after the decimal point in the Decimal field.

In this example, you are calculating a number.

Click the Expression Type list.

30. Click the Number list item.

31. Click in the Length field.

32. In the Length field, ensure that you set the integer to a large enough number so that

it will not truncate the number if you have not reserved enough places. For example; if you assign Length=2 and your result is 125, it will only display 12 because you

have only reserved two places.

Enter the desired information into the Length field. Enter "8".

33. Select the Aggregate Function check box to create an aggregate function, such as Sum, Avg, or Count.

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Step Action

34. Click in the Decimals field.

35. If you entered Number or Signed Number as the expression type, enter the number

of digits to the right of the decimal.

Enter the desired information into the Decimals field. Enter "2".

36. Click in the Expression Text field.

37. If you know the field name, you can enter it. Precede the field name with an alias

(A, B, and so on). If you mistype the field, you will receive an error message. Alternatively, you can click the Add Field link to add a field to this expression.

Add the additional expression text to the field name. For example *2 to multiply by two, and /3 to divide by three.

Enter the desired information into the Expression Text field. Enter

"A.OTH_PAY/4".



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Step Action

39. Use the Use as Field link to display the result of the calculation in the query's output.

Click an entry in the Use as Field column.

Step Action

40. An expression can be treated just as if it were a field in the query: select it for

output, change its column heading, or choose it as an “order by” column.

In this example, you will change the heading text of the expression field.


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Step Action


42. Enter the desired information into the Heading Text field. Enter "Quarterly Other

Pay".



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Step Action



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Step Action

46. Enter the desired information into the Query field. Enter "Expression".


48. Enter the desired information into the Description field. Enter "Expression

Example".

49. Standard queries are designated as User queries. Workflow queries are either

Process or Role queries. For this example, use the default.


the user ID that created the query can open, run, modify, or delete the query. Public

indicates that any user with access to the records used by the query can run, modify, or delete the query. For this example, you want to make it a private query.



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Step Action


Click the Run tab.


54. The results display the net and quarterly Other Pay amounts for each employee.

55. You have successfully defined an expression for a query.

End of Procedure.

Creating Record Hierarchy Joins

A record hierarchy joins a Parent table to a Child table. A Child table is a table that uses all the same key fields as its parent, plus one or more additional keys.

In this topic, your company is interested in hiring a full time employee. It wants to interview all

interested temporary employees before opening the position up to the public. You need to create a query to find all temporary employees. The query should include employee ID, hire date,

employee status, regular/temporary, and full/part time information. To create this query, you need

to join two records, PERSON - PERSON and .

Procedure

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Step Action




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Step Action


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Step Action


Step Action

4. Find the first record to be used in your query, PERSON - PERSON.

Enter the desired information into the begins with field. Enter "PERSON".


6. Use the Records page to view existing records or to add new records.


8. Use the Query page to select fields to add to the query content or add additional

records.


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Step Action

9. Click the EMPLID - EmplID option.

10. The next step is to join PRIMARY_JOB_VW (child record) to PERSON -

PERSON (parent record).

Click the Hierarchy Join link.

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Step Action


12. Click the PRIMARY_JOB_VW - Primary Job View - HR link.


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Step Action

13. A Windows dialog box appears, indicating that an effective date criteria has been automatically added.


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Step Action

14. Click the EMPL_STATUS - Payroll Status option.

15. Click the REG_TEMP - Regular/Temporary option.

16. Click the FULL_PART_TIME - Full/Part Time option.


18. Use the Fields page, to edit, delete, or add criteria to each field.


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Step Action

19. Edit the properties of the A.EMPLID - EmplID field.


20. Use the Edit Field Properties page to enter edits, updates, or changes to field properties.

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Step Action



23. Enter the desired information into the Heading Text field. Enter "Employee ID".



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Step Action



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Step Action

27. Enter the desired information into the Query field. Enter "TEMP_EMP".


29. Enter the desired information into the Description field. Enter "Temporary

Employees".

30. Use the Query Type field to choose from User Query Type, Process Query Type,

or Role Query Type. Standard queries are defined as User types, and queries that use

workflow are defined as Process or Role types.


the user ID that created the query can open, run, modify, or delete the query. Public indicates that any user with access to the records used by the query can run, modify,

or delete the query. For this example, you want to make it a private query.

Click the Owner list.




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Step Action


35. Use the Criteria page to add, edit, and delete criteria. Criteria refines your query by

specifying conditions that the retrieved data must meet.

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Step Action




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Step Action

38. You want to edit the criteria properties for the REG_TEMP - Regular/Temporary field and select Temporary as a constant.


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Step Action

39. Click the Show Fields button.

40. Click the B.REG_TEMP - Regular/Temporary link.


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Step Action

41. Click the Select Constant From List button.

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Step Action

42. Click an entry in the Select Constant column.

Step Action



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Step Action




47. The query results display the temporary employee information. The results include the all the fields you selected on the Fields page.

48. You have successfully created a record hierarchy join.

End of Procedure.

Creating a Query Runtime Adding a prompt enables you to further refine a query when you run it. For example, suppose

you wanted to change a query so that you could prompt the user to enter a value for the duration

of a vacation. Prior to adding the prompt, the query always retrieved rows for employees who

have taken vacation based on a defined constant value on which to make a comparison. Adding a prompt to the query enables the user to enter any duration, then the query can return employees

based on the value provided when running the query.

When you run a query with a prompt, a dialog box appears for you to specify the required value.

Enter the value into the text box. The query uses the value that you enter as the comparison value

for the criterion that included the prompt.

If the field for which you are prompting has an associated prompt table (even if it is the Translate

table), the Edit Table drop-down list box shows its name.

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In this topic, the Human Resources Department has requested a query that enables the user to

specify vacation type and employee ID at run-time.

Procedure

Step Action




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Step Action


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Step Action


Step Action

4. Find the record to be used in your query, VAC.

Enter the desired information into the begins with field. Enter "VAC".


6. Use the Records page to view existing records to add new records.



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Step Action

8. A dialog box appears that indicates that the effective date criteria has been automatically added to this effective dated record.


9. Use the Query page to select fields to add to the query content or add additional

records.

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Step Action

10. Click the EMPLID - EmpliID option.

11. Click the PLAN_TYPE - Plan Type option.

12. Click the BENEFIT_PLAN - Benefit Plan option.

13. Click the VACN_HOURS - Vacation Buy/... option.

14. Click the COVERAGE_ELECT - Coverage ... option.


16. Use the Fields page, to edit, delete, or add criteria to each field.


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Step Action


18. Use the Criteria page to view any existing criteria for your query, and if necessary,

add or modify selection criteria for the query.

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Step Action




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Step Action

21. Add the prompt criteria for the Plan Type field.


Training Guide


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Step Action

22. Click the A.PLAN_TYPE - Plan Type link.


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Step Action

23. Click the Prompt option.

24. If you click New Prompt, you are taken to the Edit Prompt Properties page, on which you can create the prompt.

Click the New Prompt link.

25. Use the Edit Prompt Properties page to verify or select the parameters for the

Runtime prompt.

26. You can click the magnifying glass to select a prompt field. When accessing this

page from the Edit Criteria Properties page, the field is already populated based on the field selected on that page.

After you select a field, it shows the name of the field. Query looks to the record definition for information about this field and fills out the rest of the dialog box

based on its properties.

27. You can modify the Heading Type as desired:

• Rft Long: The long field name from the record definition. • Rft Short: The short field name from the record definition.

• Text: User defined.

28. Use the Type field to define the type of field edit for the specified field. PeopleSoft

recommends that you use the same Type that is used in the field's record definition so that the edit type is consistent throughout PeopleTools.

29. If the Edit Type is Prompt Table, the value in the list box specifies the prompt

table to use. If the Edit Type is Translate Table, the value in the Field list box

determines the values used. Query assumes that the specified field has Translate

Table values associated with it, and that the field is identified as a Translate Table field in its record definition.

Training Guide


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Step Action

30. In this example, you will use all the default values for this field.



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Step Action

31. The prompt is now represented on the Edit Criteria Properties page as a bind variable, :1


Training Guide


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Step Action

32. Add the prompt criteria for the ID field.

Click the Add Criteria button.


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Step Action

33. Click the Select Record and Field button.

Training Guide


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Step Action

34. Click the A.EMPLID - EmplID link.

Step Action

35. Click the Prompt option.

36. Click the New Prompt link.


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Step Action


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Step Action

38. The prompt is now represented on the Edit Criteria Properties page as a bind variable, :2


Step Action

39. Click the Save As link.

40. Use the Enter a name to save this query as: page to name and describe your query.


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Step Action

41. Enter the desired information into the Query field. Enter "Vacation".


43. Enter the desired information into the Description field. Enter "Vacation per

employee".


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Step Action


Click the Run tab.

46. Notice that you are prompted to enter values before the query is run.


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Step Action

47. Click the Plan Typ list.

48. Click the Vacation list item.

49. For this example, run the query for Employee ID AA0004 and Plan Type vacation.

Click in the ID field.

50. Enter the desired information into the ID field. Enter "AA0004".



53. The vacation type information is displayed for the employee.

54. If you ever need to modify the prompt criteria, you can use the Prompts page to do

that.

Click the Prompts tab.

55. Use the Prompts page to add, edit, and delete prompt criteria.

56. You have successfully created a query with runtime prompts.

End of Procedure.

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Creating Record Joins When writing queries, it is fairly simple to retrieve information from one table. In many cases, you want to retrieve data from more than one table or specify criteria in your query from a second

table. In these cases, you need to link at least two tables in one query. Working with multiple

tables is almost as easy as working with one table.

A join enables you to retrieve data from two or more records or to specify criteria from more than

one record. Whenever you perform a join, you link records based on their common fields.

To assist users in using query joins, PeopleSoft delivers a number of predefined joins. There are

two types of predefined joins: hierarchical joins and related record joins. Because these types of

joins are predefined, you do not have to add any criteria to manually link the records.

Record Hierarchy joins have a one to many relationship. They use records that are parents or

children of each other. A child table is a table that uses all the same key fields as its parent, plus

one or more additional keys. The parent record in PeopleSoft Application Designer defines the hierarchical relationship.

Related Record joins have a one to one relationship. They use records from non-hierarchical records that are related by common fields. The prompt table edit defined for a field in PeopleSoft

Application Designer determines the relationship between the records.

In this topic, your company wants to review recent job applications on file. Create a query for all recent applicants including the applicant ID, application date, applicant's name, the company

location at which the applicant applied, and location description. To do this, you will have to join

two related records, HRS_APP_INFO_I and HRS_LOC_I.

Procedure


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Step Action



Training Guide


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Step Action



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Step Action


Step Action

4. Locate the first record to be joined.


"HRS_APP_CURR_I".


6. Use the Records page to review existing records to add a new record.


8. Use the Query page to add fields to your query.

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Step Action

9. Click the APPLID - Applicant ID option.

10. Click the EMPLID - EmplID option.


12. Click the Join HRS_LOC_I - Recruiting Location Area Intfc link.

13. Use the Select joint type page to select a standard join or a left outer join.


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Step Action


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Step Action

15. Click the HRS_LOCATION_ID - Recruiting... option.

16. Click the DESCR - Description option.


18. Use the Fields page, you can edit, delete, or add criteria to each field.

Step Action

19. Edit the properties for the APPLID - Applicant ID field.


20. Use the Edit Field Properties page to change the column heading and apply the

aggregate function to this query.


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Step Action



23. Enter the desired information into the Heading Text field. Enter "Applicant ID".


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Step Action




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Step Action

27. Enter the desired information into the Query field. Enter "APP_LOC_INFO".


29. Enter the desired information into the Description field. Enter "Applicant Location

information".

30. The Query Type field enables you to choose from User Query Type, Process Query

Type, or Role Query Type. Standard queries are defined as User types, and queries that use workflow are defined as Process or Role types.

31. Click the Owner list.



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Step Action



36. In a related record join, you can automatically join two records based on a relationship that has been predefined by the record designer.

End of Procedure.

enterprise query for hrms 9.0 created on 2/5/2010 … training material... · peoplesoft query...

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