Self Guided Tour for Query V8.4 Basic Features. 2 This Self Guided Tour is meant as a review only for Query V8.4 Basic Features and not as a substitute.

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Presentation transcript:

Self Guided Tour for Query V8.4 Basic Features

2 This Self Guided Tour is meant as a review only for Query V8.4 Basic Features and not as a substitute for an Initial Introduction to Query

3 Overview Review Basic Query Concepts Navigate through Query V8.4 Run an Existing Query

4 Basic Query Concept PeopleSoft Query is an End User Reporting tool

5 Queries run as a separate process Query determines information destination Query displays data in a grid on the Preview tab Query creates a data source for Excel Query creates a data source for Crystal Reports Query creates a data source for nVision Reports Query Schedules queries Basic Query Functions

6 Navigation - Portal Access To Portal Access to Query Access to Data Access to Scheduler Access To Portal Access to Query Access to Data Access to Scheduler Security Requirements Enter Portal via Browser Enter uNID Enter Password Enter Portal via Browser Enter uNID Enter Password

7 Navigation - PeopleSoft

8 Navigation - Portal Database F8PROD will be the option to select after conversion, Approximately May 17, 2004 Database F8PROD will be the option to select after conversion, Approximately May 17, 2004

9 Navigation - Query Home Page Scroll down to Reporting Tools

10 Navigation - Query Find an Existing Query or Create a New Query Find an Existing Query or Create a New Query

11 Navigation – Find a Query At this point, you may delete, rename, run, or schedule your query

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

13 Navigation - Query After a query has been created, the Query Tab allows you to select the fields in your final report

14 Navigation - Query Use Check all Fields or Click on desired fields

15 Expressions are a way of adding SQL to Fields and Criteria See More Advanced Slide Show for details Expressions are a way of adding SQL to Fields and Criteria See More Advanced Slide Show for details Navigation - Expressions

16 Prompts allow variable criteria to be entered at run time Click Add Prompt or Prompt Edit Prompts allow variable criteria to be entered at run time Click Add Prompt or Prompt Edit Navigation - Prompts

17 Navigation - Fields

18 Navigation - Fields Enter column numbers to re-sequence Enter column numbers to re-sequence Reorder Columns on final report Reorder Columns on final report

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

20 Having allows record filtering based on aggregated fields Having allows record filtering based on aggregated fields Navigation - Having

21 SQL is the Structured Query Language Code generated from the query Navigation - SQL

22 Navigation - SQL Use SQL when resolving errors: Copy/Paste SQL into Excel Spreadsheet Use example commands at left to find errors Use SQL when resolving errors: Copy/Paste SQL into Excel Spreadsheet Use example commands at left to find errors

23 Save the query, if it has been changed. Select Preview to run the query and view results. Download to Excel or Save as a text file. Save the query, if it has been changed. Select Preview to run the query and view results. Download to Excel or Save as a text file. Navigation - Preview

24 Conclusion of Self Guided Tour Covered topics included the following: Basic Query Concepts Navigation through all of the Tabs Execution of Existing Query