PeopleSoft Query/XMLP Power Combo Rel 8.50

The first part of this course covers basic and advanced functions of PeopleSoft Query. You learn how to design reports that use criteria to filter data or that use predefined online calculations, to create reports with runtime prompts that build flexibility and reusability into your reports and decrease your report design time, and to schedule queries to run while you are away so that your reports always run on time. You also know how to create complex online reports, use advanced techniques to view the exact data that you need, use expressions to perform configurable online calculations, and combine data from unrelated tables or multiple queries to return one set of data.

The second part of this course teaches you how to create custom XML Publisher reports in PeopleSoft Enterprise applications. You actively create templates, create report definitions including bursting and translations, run and view reports.

Learn to:

• Filter output with criteria and runtime prompts.
• Work with multiple tables and summary calculations.
• Create expressions, drilling URLs, joins, sub queries, unions, and Connected Query.
• Translate report templates and burst reports.
• Create customer reports using XML files and reusable sub-templates.
• Design and run reports using PeopleSoft Query and XMLP.

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Administrator
• Business Analysts
• Developer
• Project Manager
• Reports Developer
• Sales Consultants
• System Analysts
• End Users

Course Topics Using Query Manager

• Searching for Existing Queries
• Editing Existing Queries

Creating a Simple Query

• Selecting Query Output and Editing Query Properties
• Editing Field Properties
• Removing Duplicate Data
• Publishing and Using Query Feed

Filtering Output with Criteria

• Adding Criteria to Queries
• Refining Criteria
• Using Multiple Criteria Statements
• Using the Effective Date Field as Criteria

Filtering Output with Runtime Prompts

• Describing Runtime Prompts
• Creating Runtime Prompts
• Creating Multiple Runtime Prompts

Working with Multiple Tables

• Describing the Purpose of Joins
• Using Record-Hierarchy and Related-Record Joins

Using Summary Calculations

• Describing Aggregate Functions and Having Criteria
• Using Predefined Aggregate Functions
• Using Having Criteria

Performing Administrative Tasks

• Running a Query from Query Viewer
• Scheduling a Query
• Modifying Query Performance and Use

Creating Expressions

• Defining Query Expression
• Creating Simple Expressions
• Using Expressions in Criteria
• Using Links in Expressions
• Using Prompts in Expressions
• Using Aggregates in Expressions
• Using Literals in Expressions

Drilling URLs in PeopleSoft Query

• Describing Drilling URLs in PeopleSoft Query
• Viewing and Editing Expression Properties
• Running Queries that Have Drilling URLs Defined
• Scheduling Queries that Have Drilling URLs Defined

Implementing Any Joins

• Explaining Any Joins
• Creating Any Joins

Using Sub-queries

• Explaining Sub-queries
• Creating a Single-Value Sub-query
• Creating an In-List or Not-In-List Sub-query
• Creating a Exits or Does-Not-Exist Sub-query

Working with Unions

• Describing Unions
• Using Literals as Placeholder Fields
• Creating Unions
• Viewing Union SQL

Performing an Outer Join

• Describing Outer Joins
• Creating Standard Outer Joins

Using Connected Query

• Describing Connected Query
• Using Connected Query Quick Start
• Using Connected Query Manager
• Using Connected Query Viewer
• Using Connected Query Scheduler

Setting Up XML Publisher

• Defining System Properties and Fonts
• Setting Up XML Publisher Permissions
• Setting Up Report Manager
• Defining Report Categories
• Downloading Design Plug-ins

Creating and Registering Data Sources

• Describing Data Sources
• Creating Query-Based Data Sources
• Creating XML File Data Source
• Registering XML File Data Sources

Creating Templates

• Describing Template Types
• Creating RTF Templates
• Using Table Wizard

Defining XML Publisher Reports

• Creating a Report Definitions
• Associating Templates
• Defining Report Output
• Setting Report Properties
• Setting Report Viewing Security
• Creating a Report Definition Based on PDF Template
• Bursting Reports

Running and Viewing Query-Based XML Publisher Reports

• Running Reports in Query Report Viewer
• Scheduling PS Query Reports
• Locating and Viewing XML Publisher Reports
• Using Reporting Console

Implementing Sub-Templates and Template Translations

• Creating Reusable Sub-Template Definitions
• Using Content Library
• Maintaining Template Translations

Using Additional RTF Techniques

• Using Connected Query Data Source
• Using Time Zones
• Using Drilling URL Query

Running Reports Using PeopleCode

• Running Reports Using PeopleCode
• Running Reports from Application Engine
• Creating Application Engine to Create File and Run Report

Course Objectives

• Describing query reporting
• Creating queries with expressions
• Filtering output with runtime prompts and criteria
• Implementing any-joins and outer-joins
• Using Connected Query
• Using Query Manager, Query Viewer, and Schedule Query
• Using drilling URLs in PS Query
• Using sub-queries
• Using summary calculations
• Working with multiple tables and unions
• Setting up XML Publisher
• Creating and registering data sources
• Running and Viewing Query-Based XML Publisher reports
• Implementing sub-templates and template translations
• Using RTF techniques
• Running reports from PeopleCode