3. Peoplesoft Query Overview
Step-1
• Creating Access Group Trees
Query • Permissions
Security
Step-2 • Query Types
Query • Query Steps
Process • Links and Icons Within Query
Overview Manager
• Selecting Records
• Fields
Step-3
• Expressions
Creating • Prompts
New • Criteria
Queries • Saving
• Previewing
Query Reports Step-4
•
•
View SQL
Subquery
Advanced • Having
• New Union
Step-5
Scheduling
Step-6
Query
Viewer
Step-7
Query
Tables
4. 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.
1. Creating Access Group Trees:-
Navigate: People Tools -> Security-> Query Security->Query Access Manager
Note: Query Access Manager is the Administration Tool
5. - 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
Created a tree with access groups allow you to set up security for
Save the page after you have entered an access group
different end users
6. Shows how records have been added to the access group folder JOB-RECORDS.
- Adding Records:-
Query Security Icons
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 illustration shows an example of how a query tree with multiple
group folder or record
description
folders and records may look
Do not include the PS prefix; if you want PS_JOB, you just specify JOB.
Click Add when finished
7. 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. - Component Permissions
- 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
8. 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.
To save your permission list, click OK. Attach it to a role that the end user currently illustration shows the page. On this page you
uses or create a new role. 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 are
Turning 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.
9. 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.
Query Types - Six Different Types of Queries:- Links and Icons Within Query Manager
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.
10. Step-3 Creating New Queries
Step-2 Selecting Records - Select the Existing Record Name
Step-1 Create a New Query
Step-3 Select Join Type and then record to join
with JOBCODE_TBL Step-4 Auto Join Criteria see screen shot
11. Step-5 Fields - After Auto Join Criteria selected Step-6 Fields - Selected fields in Fields Page but
and review the Query page and select the field not order by Clicking Reorder/Sort
required to display in report.
Step-7 Reorder/Sort - Reorder you want display Step-8 Edit Field Properties - To edit the heading or
fields in the Report . field name or to create an aggregate from this field.
Select any one Aggregate - None, Sum, Count, Min, Max and Average
12. Step-10 Expressions - Determine the Expression Type, Length, and
Step-9 Expressions – Click Add Expression
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 Step-12 Prompts – Click Add Prompts to make your query more
Decimals setting from Edit option dynamic, you may want to request information from the end
Enter Function Expression Test: A.Company || '-' || A.Paygroup
Round(A.Annual_rate + B.Bonus,2)
13. Step-13 Prompts – Edit Prompt Properties page define Field Step-14 Prompts – Select a field name by using the Lookup and
name, Type, length and etc. selected field you want to use as a prompt
Step-15 Prompts – attributes were set up when the field Step-16 Prompts - Prompt page. Your new prompt will now be
created within People Tools . If you want Redefine /change listed. To edit the prompt, click Edit; this will return you to the
the selected field from Edit prompt properties. Edit Prompt Properties
Three types of Edit Types:
- No Table Edit,
- Prompt Table and
- Translate Table
14. Step-17 Criteria - Criteria are equivalent to the where clause in Step-18 Edit Criteria Properties - To add new criteria, click the Add
an SQL statement. To subset your data, click the Criteria tab. Criteria button. This will take you to the Edit Criteria Properties
Step-19 Criteria Select Expression - Select the Expression 1 Type. Step-20 Criteria Properties Settings - Once you are done setting
If a field is selected, Lookup icon Expression 1 box to get a list of up your criteria properties, click OK to return to the Criteria
fields available for selection
15. There are 16 available Conditions
(Condition type selected will determine what information is needed for the Expression 2 box)
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, Less than - This will check if Expression 1 is less than Expression 2. This works well with
expressions, and prompts. all Expression 2 types.
Does not exist - This will check if Expression 1 exists in the Expression 2 value. This is Like - This will check if Expression 1 is like Expression 2. You use the wildcard ‘%’ to add
good to use with subqueries. on to partial constants.
Equal - This will check if Expression 1 equals Expression 2. This works well with all Not between - This will check if the value of Expression 1 is not between two other
Expression 2 types. values. In the Expression 2 box you will have to give these two values. Works well with
fields, expressions, and prompts.
Exists - This will check if Expression 1 exists in the Expression 2 value. This is good to
use with subqueries. Not equal to - This will check if Expression 1 does not equal Expression 2. This works
well with all Expression 2 types.
Greater than - This will check if Expression 1 is greater than 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.
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 Not in list - This will check if Expression 1 does not equal one of the values in the list for
build a list. 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. 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.
Is not null - This will check if Expression 1 is not null. Expression 2 is not available.
Normally used with dates. Effective Seq - Used with effective-dated records.
Is null - This will check if Expression 1 is null. Expression 2 is not available. Normally
used with dates.
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.
16. 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
17. Step-25 Run a Query from Run Page – Query Report output/ results can Download to Excel or Pdf file
18. Step-4 Advanced - View SQL, Subquery, Having and New Union
Step-26 Review SQL Query – from SQL query view page can Step-27 Subquery - Select field and choose expression 2 Type -Subquery
view the SQL query Statement
Step-28 Subquery -Edit Expression Properties – define Expression Function
19. Step-28 Having - Edit Having Criteria Properties – Step-29 Having - Edit Having Criteria Properties
Define Expression Function condition Type
Step-30 Run Query using Having function condition
20. Step-5 Scheduling
Step-31 Schedule Query – Define Schedule Run the Query with Parameters eg- from start date to End date.
21. Step-6 Query Viewer
Step-32 Query Viewer – From Query Viewer you enter /search the Query Name and Run the Report
22. Step-7 Query Tables
Sl no.
Query Table Query Table Description
1
PSQRYFIELD Stores all fields used in all aspects of query operation.
2 Stores high-level query definitions with version
numbers. Non-English definitions are stored in
PSQRYDEFN PSQRYDEFNLANG and PSQRYHEADLANG.
3
PSQRYRECORD Stores all records used in all aspects of query creation.
4 Stores all SELECT requirements by select type, including
PSQRYSELECT union, sub select, join.
5
PSQRYCRITERIA Stores all criteria expressions in code format.
6
PSQRYBIND Stores runtime prompt data.
7
PSQRYEXPR Stores the text associated with each criteria expression.
8
PSQRYLINK Stores the relationships to child queries.
23. Senthil Kumar Janakiraman
NA Oracle -TS - PeopleSoft financials
Capgemini India - Mumbai
Email id: senthil-kumar.janakiraman@capgemini.com
