2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher

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Presentation transcript:

2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher Session Number: 14023 2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher Michael Stutz (360) 757-2251 michael@mscc.us www.MSCC.us

Presenter: Michael Stutz Independent PeopleSoft Consultant Mostly Technical with some Functional Primary Focus on HCM and Campus Solutions 25+ years of IT industry experience 20 years of PeopleSoft consulting experience PeopleSoft v.2.11 – v.9.2 Lost Track of the number of PeopleSoft Projects I’ve been on Here to network . . . . . . and to share. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

Agenda The Basics of Connected Query How to use Connected Query Connected Query – Step-by-step What is XML? The Basics of XML Publisher Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 3

The Basics of Connected Query Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 4

PeopleSoft Query and Connected Query The PeopleSoft Query tool interacts with and is a key component of . . . XML Publisher Application Engine Workflow Security Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

The Basics of Connected Query Query on Steroids Hierarchy Adds the element of Hierarchy to Query Ability to use as an XML Source Allows complex data input for XML Publisher with a GUI type creation mechanism Why the new tool? Query alone didn’t quite cut it, especially for Hierarchical Reporting Part of “migration” from Crystal Reports to XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 6

The Basics of Connected Query Parent Query A parent query in a connected query is a query that has one or many child queries. The top level query in a connected query is the parent query. Child Query A child query in a connected query is a query that has a single parent query. A child query can also serve as a parent query if it has one or more child queries in the Connected Query definition. A child query can have one or more sibling queries. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 7

The Basics of Connected Query Sibling Query A sibling query in a connected query is a child query that shares a parent with another child query Mapping Query Fields Mapping query fields establishes the filtering relationship between values of selected fields in a child query and the corresponding fields in the parent query. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 8

The Basics of Connected Query EXAMPLE – Parent Query Person Name EXAMPLE – Child Query Person’s Phone Numbers EXAMPLE – Sibling (also a child) Query Person’s eMail Addresses Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 9

The Basics of Connected Query Keys and Foreign Key Pieces of data (fields) that define the relationship between Parent information and Child information EXAMPLE: Employee ID Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 10

The Basics of Connected Query When to use a Connected Query As a Data Source for XML Publisher As a Data Source for other XML When your adhoc reports need Hierarchy (and you don’t want to bother IT for it) Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 11

How to use Connected Query Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 12

How to use Connected Query Connected Query Quick Start Connected Query Manager Connected Query Viewer Schedule Connected Query Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 13

How to use Connected Query Connected Query Quick Start Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 14

How to use Connected Query Connected Query Quick Start Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 15

How to use Connected Query Connected Query Quick Start Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 16

How to use Connected Query Connected Query Quick Start Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 17

How to use Connected Query Connected Query Quick Start Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 18

How to use Connected Query Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 19

How to use Connected Query Connected Query Manager Insert a new query as a child of the selected query. Insert a new query as a sibling of the selected query. Delete a selected query. Open a related field selection section. Open a selected query in Query Manager in read-only mode. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 20

Connected Query – Step-by-step Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 21

Connected Query – Step-by-step Select Reporting Tools, Connected Query, Connected Query Manager Select the Add a New Value tab. Enter a name in the Connected Query field. Define query ownership using the Public check box. Select the status of the connected query using the Status drop-down list box. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 22

Connected Query – Step-by-step Optionally, enter description and comments for the connected query using the Description and Comments fields. Select a parent query using the Parent Query field. Optionally, click the View Query button to view the selected query. Optionally, continue building your connected query by adding child queries, linking fields between parent and child queries, and so on. Save your connected query. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 23

What is XML? Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 24

HTML: XML’s First Cousin What is XML? HTML: XML’s First Cousin Hypertext Markup Language Hypertext is text displayed on a computer or other electronic device with references (hyperlinks) to other text that the reader can immediately access Uses “<“, “>”, “/”, and a few other characters to designate code <html> <head>The Hello World Page</head> <body>Hello World</body> </html> Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

What is in a Name? What is XML? Extensible: Markup Language Capable of Extension. Expandable. Able to Grow. Markup Add comments using writing or marking. Annotate. Language System of complex communication. Put it all together and what do you have? An expandable system for describing and annotating information in a way that both contains the information but is also distinguishable from the information itself. Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 26

Tearing XML apart What is XML? <?xml version="1.0" ?> <query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation=""> <row rownumber="1"> <EMPLID> 12345678901 </EMPLID> <NAME> Michael Stutz </NAME> <ADDRESS1> 12582 Eagle Drive </ADDRESS1> <CITY> Burlington </CITY> <STATE> WA </STATE> <POSTAL> 98233 </POSTAL> </row> <row rownumber="2"> <EMPLID> 12345678902 </EMPLID> <NAME> Jimmy Joe "Jimbob" Jordan </NAME> <ADDRESS1> 500 Bubba Lane </ADDRESS1> <CITY> Croc Creek </CITY> <STATE> Alabama </STATE> <POSTAL> 24123 </POSTAL> . . . . . . . more data . . . . . . . </query> Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 27

Tearing XML apart What is XML? <?xml version="1.0" ?> <query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation=""> . . . . . . . data . . . . . . . </query> Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 28

Tearing XML apart What is XML? <row rownumber="1"> <EMPLID> 12345678901 </EMPLID> <NAME> Michael Stutz </NAME> <ADDRESS1>12582 Eagle Drive </ADDRESS1> <CITY> Burlington </CITY> <STATE> WA </STATE> <POSTAL> 98233 </POSTAL> </row> <row rownumber="2"> <EMPLID> 12345678902 </EMPLID> <NAME> Jimmy Joe "Jimbob" Jordan </NAME> <ADDRESS1> 500 Bubba Lane </ADDRESS1> <CITY> Croc Creek </CITY> <STATE> Alabama </STATE> <POSTAL> 24123 </POSTAL> Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 29

Tearing XML apart What is XML? <?xml version="1.0" ?> <query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation=""> <row rownumber="1"> <EMPLID> 12345678901 </EMPLID> <NAME> Michael Stutz </NAME> <ADDRESS1> 12582 Eagle Drive </ADDRESS1> <CITY> Burlington </CITY> <STATE> WA </STATE> <POSTAL> 98233 </POSTAL> </row> <row rownumber="2"> <EMPLID> 12345678902 </EMPLID> <NAME> Jimmy Joe "Jimbob" Jordan </NAME> <ADDRESS1> 500 Bubba Lane </ADDRESS1> <CITY> Croc Creek </CITY> <STATE> Alabama </STATE> <POSTAL> 24123 </POSTAL> . . . . . . . more data . . . . . . . </query> Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 30

Here is where we find XML . . . What is XML? Here is where we find XML . . . PeopleSoft Integration Broker PeopleSoft Application Designer PeopleSoft Query PeopleSoft Connected Query XML Publisher WSDL** WSIL** SOAP** AJAX** Pagelets ** More of a general IT application for XML and although it may be used in and/or by PeopleSoft applications, the technology is not specific to PeopleSoft Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

AJAX Asynchronus Javascript XML Pagelet Definition and Rendering and What is XML? AJAX Asynchronus Javascript and XML Pagelet Definition and Rendering Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

The Basics of XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 33

The Basics of XML Publisher Deals with the intricacies of XML Allows you to set up and work with templates Associates your XML with data sources Integrates with PeopleSoft Query PeopleCode Application Engine Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

The Basics of XML Publisher PeopleSoft XML Publisher Steps required to put together an XML Publisher report • Install XML Publisher Plug-in • Create / Register Data Source • Create / Upload Report Template • Define XML Publisher Report • Run XML Publisher Report Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 35

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 36

(ONE TIME SHOT PER COMPUTER) The Basics of XML Publisher Setup XML Publisher (ONE TIME SHOT PER COMPUTER) PeopleSoft XML Publisher has multiple components. One of the key components is a “Plug-in” to Microsoft Word PeopleSoft environment must be PeopleTools v8.48 or greater Your desktop computer must have already installed: Java Runtime Environment (JRE) v1.4 or later Microsoft .net v2.0 or later Microsoft Word version 2000 or later Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 37

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Download and Install Microsoft Word Plug-in From PeopleSoft Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 38

The Basics of XML Publisher Install XML Publisher Plug-in Download the “plug-in” from the link provided inside of the PeopleSoft application Unzip the downloaded file Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 39

The Basics of XML Publisher Install XML Publisher Plug-in Run the unzipped file Follow the instructions on the installation screens Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 40

The Basics of XML Publisher Install XML Publisher Plug-in Complete installation Open Microsoft Word to see the results Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 41

Create / Register Data Source The Basics of XML Publisher Create / Register Data Source Data Sources Query (Easiest) Connected Query XML File XMLDoc (Pre-PeopleTools 8.5) Rowset (Pre-PeopleTools 8.5) Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 42

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 43

Create / Register Data Source The Basics of XML Publisher Create / Register Data Source Notes: Remember these links for the next step . . . Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 44

Create / Upload Report Template The Basics of XML Publisher Create / Upload Report Template Using Microsoft Word, create and save a document in the .rtf (Rich Text Format) format Use the PeopleSoft delivered Microsoft Word Plug-in functionality to create your template Save the file in a location where you can find and upload it into the PeopleSoft application later in the process Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 45

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Sample Data (From Data Source) Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 46

Create / Upload Report Template The Basics of XML Publisher Create / Upload Report Template .rtf (Rich Text Format) file you create in Word Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 47

Create / Upload Report Template The Basics of XML Publisher Create / Upload Report Template .rtf (Rich Text Format) file you create in Word Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 48

Define XML Publisher Report The Basics of XML Publisher Define XML Publisher Report In the PeopleSoft system, you will create an XML Publisher Report Definition. Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 49

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 50

Define XML Publisher Report The Basics of XML Publisher Define XML Publisher Report Setup in PeopleSoft Application Ties the Source and the Template Together Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 51

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 52

Create / Upload Report Template The Basics of XML Publisher Create / Upload Report Template Reporting Tools > XML Publisher > Report Definition > Template Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 53

Define XML Publisher Report The Basics of XML Publisher Define XML Publisher Report Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 54

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 55

Run XML Publisher Report The Basics of XML Publisher Run XML Publisher Report Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 56

The Basics of XML Publisher PeopleSoft XML Publisher Flow Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 57

XML Publisher - what is it good for? The Basics of XML Publisher XML Publisher - what is it good for? Fancy Reports Graphs based on data Graphics Mail Merge Data Complex Reports Hierarchical Multiple pieces of disconnected information Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 58

The Basics of XML Publisher How complex can it get? VERY PeopleCode hooks provide connection to: Application Engines Workflow eMail Integration Broker Notes: Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company 59

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 60

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 61

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 62

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 63

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 64

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 65

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 66

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 67

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 68

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 69

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 70

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 71

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 72

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 73

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 74

Using Connected Query with XML Publisher Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company Copyright © 2007, SAS Institute Inc. All rights reserved. 75

OHUG Global Conference 2014 Thank you for attending. Please remember to complete your evaluation of this session in the mobile app by selecting the thumbs up icon in the session. Each session evaluation submission in the mobile app equals one entry into a raffle for $75 gift cards! Michael Stutz - (360)757-2251 - michael@mscc.us - Michael Stutz Consulting Company

2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher Session Number: 14023 2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher Michael Stutz (360) 757-2251 michael@mscc.us www.MSCC.us