Peoplesoft Query Overview

Senthil Kumar Janakiraman NA Oracle -TS - PeopleSoft financials

Capgemini India - Mumbai

Peoplesoft Query:-

- Query Security- Query Process

Overview- Creating New Queries- Scheduling- Query Viewer- Query Tables

Peoplesoft Query Overview

Step-1 Query Security

• Creating Access Group Trees• Permissions

Step-2 Query Process

Overview

• Query Types• Query Steps• Links and Icons Within Query

Manager

Step-3 Creating New Queries

• Selecting Records• Fields• Expressions • Prompts • Criteria• Saving • Previewing

Step-4 Advanced

• View SQL• Subquery• Having • New Union

Step-5 Scheduling

Step-6 Query Viewer

Step-7 Query Tables

Query Reports

Step-1 Query Security Creating a query tree and setting up a permission list that allows access to the query trees. Within the tree all tables that the end user is allowed to view must be included. If a table is not in the query tree, then the query will not be available for the end user to run.

Note: Query Access Manager is the Administration Tool

1. Creating Access Group Trees:- Navigate: People Tools -> Security-> Query Security->Query Access Manager

- Creating

Create A New Tree or Option to retrieve an existing Tree for Modification Enter a tree name and a description, and verify that the status is active and assign Access Group Tree

Save the page after you have entered an access group Created a tree with access groups allow you to set up security for different end users

- Adding Records:-

Icon Name Description

Add Sibling Add a sibling folder

Add Child Add a child folder

Add Record Add a record to the folder

Delete Node Delete the folder or record

Cut Cut the folder or record and then it can be pasted to another node

Edit Data Edit information for the access group folder or record description

Query Security Icons

Do not include the PS prefix; if you want PS_JOB, you just specify JOB. Click Add when finished

Shows how records have been added to the access group folder JOB-RECORDS.

illustration shows an example of how a query tree with multiple folders and records may look

Permissions:- For your end users to be able to have access to run queries and utilize the records in your tree, a permission list should be created

Develop a strategy on how you will manage your Query Security. A hierarchy might be by module and permissions, such as AP MANAGER, AP CLERK, PAYROLL MANAGER, PAYROLL CLERK, etc

Navigate :- People Tools -> Security -> Permission And Roles -> Permission List to create the permission list.

- Enter a name for the permission list and click Add

This page allows you to give certain access to your end user

Query_Admin This page allows for viewing of all queries

Query Manager This page allows the creation and running of queries

Query Viewer This page will only allow the end user to run queries they have access to

Sched_Query This page allows for the scheduling of queries

Sched_Query_Qryvw This page will allow the end user to view only the scheduled queries that they have access to

- Component Permissions

To save your permission list, click OK. Attach it to a role that the end user currently uses or create a new role.

Select Access Group Permission link.:- This page is to add the trees and the access group that this permission list will include. One tree can contain many access groups. Each access group can be selected in the permission list.

illustration shows the page. On this page you can force certain attributes on the queries that the end users can run. You can set parameters on how the query can be used and how it is outputted. For end users that will be able to create queries, advanced SQL options can be set. These SQL options are provided to prevent runaway queries. Unfortunately these don’t completely prevent runaway queries, so additional measures are needed. Two such additional measures areTurning on the Query Monitor option.Doing additional work at the database level. Since PeopleSoft is “database agnostic,” each database has its own ways of preventing runaway SQL.

Step-2 Query Process Overview

Tree and permissions set up, you can create your first query. First you need to determine what kind of query your end user is requesting, how it will be used, and what information you require to produce the query.

Links and Icons Within Query Manager

Query Types - Six Different Types of Queries:-

User Query - Retrieve data from the database.Reporting Query- Same User Query, except Designed used with other Reporting Tools - Crystal Reports, PS/nVision, Cube Manager, and XML Publisher.Process Query - A batch query used Application Engine and the Query API.Role Query - Used with workflow, to determine who should receive e-mails or work list entry. This query returns a list of roles.Archive Query- Used by PS Archive Manager for archiving.PS/nVision Query- Creates a specific data source for PS/nVision reports and matrix layouts.

Query Steps -Seven Major Parts to Creating Query:- - Select Records Data is stored in records (tables). - Select Fields Identify the fields from the records that are needed in the query.- Using expression (optional) Expressions are new fields - fields not in records, fields combined into one field, or fields aggregate functions (for example, sums, counts).- Using prompts (optional) Requesting input from the end user (for example, Date range).- Selection criteria (optional) Applying criteria to the data selected to reduce the data returned from the database- Having criteria (optional) Another type of selection criteria, used when the field you are checking is an aggregate value (for example, only pull departments with more than five employees).- Run Query View the results of the query.

Step-1 Create a New Query Step-2 Selecting Records - Select the Existing Record Name

Step-3 Select Join Type and then record to join with JOBCODE_TBL Step-4 Auto Join Criteria see screen shot

Step-3 Creating New Queries

Step-5 Fields - After Auto Join Criteria selected and review the Query page and select the field required to display in report.

Step-7 Reorder/Sort - Reorder you want display fields in the Report .

Step-6 Fields - Selected fields in Fields Page but not order by Clicking Reorder/Sort

Step-8 Edit Field Properties - To edit the heading or field name or to create an aggregate from this field.

Select any one Aggregate - None, Sum, Count, Min, Max and Average

Step-9 Expressions – Click Add Expression Step-10 Expressions - Determine the Expression Type, Length, and Decimals setting. Enter Function Expression Test: A.Company || '-' || A.Paygroup

Round(A.Annual_rate + B.Bonus,2)

Step-11 Expressions – Redetermine the Expression Type, Length, and Decimals setting from Edit optionEnter Function Expression Test: A.Company || '-' || A.Paygroup

Round(A.Annual_rate + B.Bonus,2)

Step-12 Prompts – Click Add Prompts to make your query more dynamic, you may want to request information from the end

Step-13 Prompts – Edit Prompt Properties page define Field name, Type, length and etc.

Step-14 Prompts – Select a field name by using the Lookup and selected field you want to use as a prompt

Step-15 Prompts – attributes were set up when the field created within People Tools . If you want Redefine /change the selected field from Edit prompt properties.

Step-16 Prompts - Prompt page. Your new prompt will now be listed. To edit the prompt, click Edit; this will return you to the Edit Prompt Properties

Three types of Edit Types: - No Table Edit, - Prompt Table and - Translate Table

Step-17 Criteria - Criteria are equivalent to the where clause in an SQL statement. To subset your data, click the Criteria tab.

Step-18 Edit Criteria Properties - To add new criteria, click the Add Criteria button. This will take you to the Edit Criteria Properties

Step-19 Criteria Select Expression - Select the Expression 1 Type. If a field is selected, Lookup icon Expression 1 box to get a list of fields available for selection

Step-20 Criteria Properties Settings - Once you are done setting up your criteria properties, click OK to return to the Criteria

Between - This will check if the value of Expression 1 is between two other values. In the Expression 2 box you will have to give these two values. This works well with fields, expressions, and prompts.

Does not exist - This will check if Expression 1 exists in the Expression 2 value. This is good to use with subqueries.

Equal - This will check if Expression 1 equals Expression 2. This works well with all Expression 2 types.

Exists - This will check if Expression 1 exists in the Expression 2 value. This is good to use with subqueries.

Greater than - This will check if Expression 1 is greater than Expression 2. This works well with all Expression 2 types.

In list - This will check if Expression 1 equals one of the values in the list for Expression 2. This works well with all Expression 2 types. If a constant is given, it will allow you to build a list.

In tree - Compares the value to a selected set of tree nodes, uses the Select Tree Node List page to create the list.

Is not null - This will check if Expression 1 is not null. Expression 2 is not available. Normally used with dates.

Is null - This will check if Expression 1 is null. Expression 2 is not available. Normally used with dates.

Less than - This will check if Expression 1 is less than Expression 2. This works well with all Expression 2 types.

Like - This will check if Expression 1 is like Expression 2. You use the wildcard ‘%’ to add on to partial constants.

Not between - This will check if the value of Expression 1 is not between two other values. In the Expression 2 box you will have to give these two values. Works well with fields, expressions, and prompts.

Not equal to - This will check if Expression 1 does not equal Expression 2. This works well with all Expression 2 types.

Not greater than - This will check if Expression 1 is not greater than Expression 2. Same as less than or equal to. This works well with all Expression 2 types.

Not in list - This will check if Expression 1 does not equal one of the values in the list for Expression 2. This works well with all Expression 2 types. If a constant is given, it will allow you to build a list.

Not in tree - Compares to a selected set of tree nodes; uses the Select Tree Node List page to create the list that it should not be in.

Effective Seq - Used with effective-dated records.

After the condition type has been created, select from the Expression 2 Type. You have more choices here:-

Field-This is a field within one of the records you have included in the query.

Expression-This is an expression you created in the Expression tab.

Constant-This is any value you key.

Prompt-This is a prompt that you can create at this time, using the lookup icon or selecting one that you have already created from the prompt page. A list of prompts will be provided if you select the prompt number.

Subquery-This allows you to create another query to use as validation within your current query. It will be shown in the Advanced Query topics.

There are 16 available Conditions (Condition type selected will determine what information is needed for the Expression 2 box)

Step-21 Group Criteria – Edit Group Criteria Step-22 Reorder Criteria – Since criteria can be added from multiple pages of the Query Manager

Step-23 Saving– Before we test our Query Step-24 Previewing – Now it is time to test your Query

Step-25 Run a Query from Run Page – Query Report output/ results can Download to Excel or Pdf file

Step-4 Advanced - View SQL, Subquery, Having and New UnionStep-26 Review SQL Query – from SQL query view page can view the SQL query Statement

Step-27 Subquery - Select field and choose expression 2 Type -Subquery

Step-28 Subquery -Edit Expression Properties – define Expression Function

Step-28 Having - Edit Having Criteria Properties – Define Expression Function condition Type

Step-29 Having - Edit Having Criteria Properties

Step-30 Run Query using Having function condition

Step-31 Schedule Query – Define Schedule Run the Query with Parameters eg- from start date to End date.

Step-5 Scheduling

Step-6 Query ViewerStep-32 Query Viewer – From Query Viewer you enter /search the Query Name and Run the Report

Step-7 Query Tables

Sl no.Query Table Query Table Description

1PSQRYFIELD

Stores all fields used in all aspects of query operation.

2

PSQRYDEFN

Stores high-level query definitions with version numbers. Non-English definitions are stored in PSQRYDEFNLANG and PSQRYHEADLANG.

3PSQRYRECORD

Stores all records used in all aspects of query creation.

4PSQRYSELECT

Stores all SELECT requirements by select type, including union, sub select, join.

5PSQRYCRITERIA Stores all criteria expressions in code format.

6PSQRYBIND Stores runtime prompt data.

7PSQRYEXPR

Stores the text associated with each criteria expression.

8PSQRYLINK Stores the relationships to child queries.

Senthil Kumar Janakiraman NA Oracle -TS - PeopleSoft financials Capgemini India - Mumbai Email id: senthil-kumar.janakiraman@capgemini.com