Beyond the Basics with nvision and Query for PeopleSoft 9.2

Transcription

1 Beyond the Basics with nvision and Query for PeopleSoft 9.2 Session ID: Prepared by: Millie Babicz Managing Director SpearMC

2 Welcome and Please: Silence Audible Devices Note Fire Exits Partake of Refreshments Note Quest Staffers (green shirts) Complete Feedback Form Ask Questions 2

3 How to join PeopleSoft Lifecycle Asset Management SIG. Login to Go to Click Join Group 3

4 Agenda Introduction PeopleSoft Query o 8.54 & 8.55 Query Highlights o Query - Beyond the Basics PeopleSoft nvision o 8.5x nvision Highlights o nvision - Beyond the Basics 4

5 About SpearMC

6 Your Presenter Millie Babicz, CPA Managing Director 866-SPEARMC x802 ERP Implementation Specialist at KPMG for 13 years before joining SpearMC in 2007 PeopleSoft Financials, Financial Control and Reporting Expert Certified PeopleSoft Financials 20 Years Experience in Project / Program Management 6

7 About SpearMC Founded in 2004, SpearMC is a technology and professional services firm specializing in PeopleSoft Financials and Supply Chain Management PeopleSoft Human Capital Management and Payroll ERP Architecture and Application Development Project and Program Management (PMO) Change Management ERP Training Mobile Technology 7

8 About SpearMC Regional offices in Chicago, Denver, Houston, Seattle and San Francisco We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve. Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum. 8

9 About SpearMC A decade of sustained and focused growth. 9

10 About SpearMC Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation. 10

11 About SpearMC Industry focus areas include: Energy Transportation Healthcare/Biotech Government Media/Technology Consumer Products Financial Services Higher Education 11

12 About SpearMC Oracle Gold Partner Since 2008 PeopleSoft Specialization Applications Reseller Hardware Reseller IBM Advance Business Partner

13 PeopleSoft Query

14 PeopleSoft Roadmap Learn More PeopleSoft Long Term Investment Plan and Roadmap on My Oracle Support [login required] 14

15 PeopleSoft Query Query the Key to Accessing PeopleSoft Data 15

16 PeopleSoft Query Query continues to have benefits 16

17 8.54 Query Highlights

18 8.54 Query Highlights Default values for prompts Image support Image URLs Find Query/Connected Query definitional references Composite query (including record and field dependencies) Multiple query security records Support for Microsoft Excel 2007 and higher versions o Send more than 64 thousand rows of query output to Microsoft Excel 18

19 8.54 Query Highlights Default Prompt Values Query prompts can now have default values, which are specified as constants or by the use of system variables such as %Date, %DateTime, %Time Prompts can be set as optional 19

20 8.54 Query Highlights Image Support 20

21 8.54 Query Highlights Image Support 21

22 8.54 Query Highlights Image URL You are able to use the Image URL link in the Edit Expression Properties page to access the Select a Query page where you can build URLs in the image URL format. 22

23 8.54 Query Highlights Definitional References Navigation: Reporting Tools, Query, Query Manager, Lookup References Link 23

24 8.54 Query Highlights Definitional References Use the Definitional References to Query page (QRY_DEFN_REF) to view all PeopleSoft definitional objects that use this particular query as the data source. The results show the definition ID, definition type, and definition sub-types if they are available. These object types are included in the Definitional References to Query page: o o o o o o o BI Publisher (with the Report Definition or Data Source Definition subtypes) Connected Query Composite Query Pivot Grid PeopleSoft Search Framework Cube Builder, Cube Outline, and Cube Dimension Query Feed and Query Feed Template 24

25 8.54 Query Highlights Composite Query Navigation: Reporting Tools, Composite Query, Composite Query Manager Select two based queries in the Select Based Query page 25

26 8.54 Query Highlights Record and Field Dependencies Use the Dependency page to specify whether a record or field can be pruned during the SQL pruning process in Composite Query 26

27 8.54 Query Highlights Multiple Query Security Records Advanced query security option added to Application Designer Navigation: Navigation: Open The Record Properties dialog, click the Advanced Query Security Button, click add button. 27

28 8.55 Query Highlights

29 8.55 Query Highlights New Aggregate Function Count Distinct (duplicate rows are counted once) Composite Query Updates Select Output Query Page - this page has options that enable you to select all fields or clear all fields while building the composite queries You can define drilling URLs (Query URL, Component URL,External URL) for composite queries The Edit Expression Properties page includes the Add Field link that enables you to access the Select a Field page, where you can select and add a composite query output field or a query field to the composite query expressions. The Group By clause in Composite Query Manager page is added automatically. You can edit the order of the Group By fields or exclude the selected fields from the Group By clause. The following Condition Type added to drop-down list: in list and not in list. 29

30 Query Beyond The Basics

31 Query Beyond The Basics Connected and Composite Query Connected Query & Composite Query are add-on PeopleSoft Query Reporting Tools Provide additional functionality as an addition to existing PS Query Tool Connected Query (added v9.1 tools 8.50) Connected Query Manager Connected Query Wizard Connected Query Viewer Connected Query Scheduler Composite Query (added v9.2 tools 8.54) Composite Query Manager 31

32 Query Beyond The Basics Connected and Composite Query Both are Reporting Tools that use other Queries as its data sets (records) Aka A Query made from multiple Queries Connected Query output is an XML File XML file used by XML Report Writing tools such as BI Publisher or Crystal No native query viewer Can open XML in Excel Composite Query is next generation of Connected Query Same as connected query you create a query from multiple Queries Has a native query results viewer Can download results to XML or HTML. Then into Excel 32

33 Query Beyond The Basics Connected and Composite Query A parent query can nest multiple levels of child queries and any child query can have multiple sibling queries within a hierarchy. No limits exist for levels, but typical use involves a single parent-child relationship or a few levels of nesting. Parent (1) L2-Child 1 L3 - Child 1 L3 - Child m.. L2-Child 2 L2-Child n.. L3 - Child 1 33

34 Query Beyond The Basics Composite Query (Pros and Cons) Composite Query returns a XML data set as well, but can be viewed in HTML within PeopleSoft. Can Create right Inner Joins and left Outer Joins with Parent and Child Queries Can create filters and Expressions when creating the composite Query Can aggregate (Sum, Count, Avg) results Can create prompts within the Composite Query.. Can t have prompts in the Child Queries No separate Composite Query Viewer can only view using the Composite Query Manager Can t schedule Composite Queries Can download / copy SQL code 34

35 Query Beyond The Basics Connected Query (Pros and Cons) Connected Query returns a hierarchical XML data set in which data returned by child queries is filtered by the results of its immediate parent query. All Data from the Parent Query is returned. Left outer join only between a Parent Query and Child Query Results only include data from the child query if there is a related row in its parent query. Cannot create filters and Expressions when creating a connected Query. All filters and expressions must be in Child Query Can t Aggregate (Sum, Avg, Count Results) Prompts can be used, but must reside in the Child Queries Has a separate Connected query viewer and Scheduler Cannot download/copy SQL 35

36 Query Beyond The Basics Connected Query Quick Start Once the child query is selected, click on the related fields icon to define how the child query is related to the parent query. 36

37 Query Beyond The Basics Connected Query Quick Start Click to Preview XML to generate a sample XML file. 37

38 Query Beyond The Basics Pivot Grid Wizard 38

39 Query Beyond The Basics Pivot Grid Wizard 39

40 Query Beyond The Basics Pivot Grid Wizard 40

41 Query Beyond The Basics Querying Results with Drilling URLs When you access the Run page of a query that has a Drilling URL defined, its query results are shown as links 41

42 Query Beyond The Basics Drilling URL Example Query URL 42

43 Query Beyond The Basics Query Results Ability to Application Engine Results 43

44 Query Beyond The Basics In-Tree Criteria Prompt Ability to Add an In-Tree Criteria Prompt You can schedule queries that have in-tree prompts using the Schedule Query component or using the Schedule links in the Query Manager and Query Viewer 44

45 Query Beyond The Basics Advanced Features Union Use to join separate queries Left Outer Joins Retrieves all the date in the first record and only matching data from the second record. As You can add a left outer join to any record in a query ( not just the last record) Subquery Subset of data used by a main query Expressions Free form SQL which cab be displayed as a column in query output 45

46 Query Beyond The Basics Query Expressions Expressions are calculations that PeopleSoft Query can perform as part of a query when PS Query doesn t provide a way by default to calculate a value. Expressions will vary based on database platform being utilized You can create thousands of different expressions using a combination of the following: o Database Hints (must begin with /*+) o SQL Functions (ABD, TRIM, CURRENT_DATE) o Operators (+, -, *, /, <, >, AND, OR, etc.) o Values (4, A, False, True, INV_AMT, DISC_AMT) 46

47 Query Beyond The Basics Using Expressions CASE Statements 47

48 Query Beyond The Basics Transformations To provide the flexibility to accomplish reporting tasks from Pure Internet Architecture, PeopleTools has provided a way of extracting, transforming, and distributing data from there without the need to access any client tools. In addition to the currently available formats (HTM, PDF, TXT, XLS, XML, and XMLP), PeopleSoft Query now includes a user-defined output format called XFORM, which triggers a transformation(xslt). You must provide the XSLT to define the desired transformation of the extracted data. Then, to generate the transformed output and distribute the data results, you schedule the query process. 48

49 Query Beyond The Basics Why is RSS so important? Users just want to be told when something that's important to them changed As of PeopleTools 8.5, users now have the ability to subscribe to application data and get told when something they care about changed. 49

50 PeopleSoft nvision

51 PeopleSoft nvision nvision is a good tool for reporting data from PeopleSoft in an end user 'usable' format Allows end users to retrieve information from the PeopleSoft database using ledgers, trees, and queries and to place it into an Excel spreadsheet Has been the reporting product of choice for financial reporting, but also used frequently with other modules, including HR nvision Bursting o Delivered Security template and scopes in nvision o Custom programmatic generation of rules Scopes and report requests Layouts and report requests 51

52 PeopleSoft nvision nvision Components 52

53 PeopleSoft nvision nvision Components 53

54 8.5x nvision Highlights

55 8.5x nvision Highlights Accepting Tree-Effective Date These changes will affect only matrix layouts, as only in matrix layouts we have an option of selecting trees Tabular layouts are not affected 55

56 8.5x nvision Highlights Restoring Query Prompts to Web Version of nvision 56

57 8.5x nvision Highlights Ability to Refine the Types of Report Requests Select nvision, Share Report Request from the nvision menu 57

58 8.5x nvision Highlights Multiple Chartfield nplosion nplosion on more than two chart-fields using a single criterion 58

59 nvision Beyond The Basics

60 nvision Beyond The Basics nvision Layout Comparison 60

61 nvision Beyond The Basics nvision Codes nvision places code in Column A and Row 1. For more experienced users, that code can be added or modified without using the layout definition box. 61

62 nvision Beyond The Basics Tabular Layout Benefits Extend nvision Reporting to Non-Ledger Tables Multiple Queries in 1 Layout Filter Query Data By Using Scopes Include Excel Features in Layout o Formatting and Formulas o Pivot Tables o Macros Schedule by Using Report Books Use Selected Fields From Queries 62

63 nvision Beyond The Basics Queries Used in Matrix Layout The query must include at least one aggregate (i.e. sum or count) column. You must include the aggregate as part of the query. The aggregate column must have a heading for identification (i.e. Sum Total Amount). Generally speaking, queries used in matrix reporting should not contain much criteria, as the matrix layout will limit the information returned in the results. This allows you to reuse a shell query for many different layouts. 63

64 nvision Beyond The Basics Queries Used in Matrix Layout Combination of query data and time spans populate the report 64

65 nvision Beyond The Basics How to Limit Report Instances When Using Multiple Scope Fields? Note: You can also create a dynamic record that is populated by a query and includes only the combinations of field values that actually have data for that reporting period 65

66 nvision Beyond The Basics Using Variables Create in out-of-view area Put in all the nvision Variables you might want and label them Name the cell for each Variable using Define Name Use name in formula example = As of Date: & ASD 66

67 nvision Beyond The Basics nvision Design Tips Different ledgers cannot be combined in one field. Different TimeSpans cannot be combined in one field. nploded rows or columns cannot be combined with non-nploded rows or columns. If any field criteria are specified in an individual cell, all field criteria should be specified in the cell, no field criteria will be inherited from the row, column, or worksheet. Take advantage of report variables and relative timespans to minimize layout maintenance. The XLS output is generated in the format of the Excel version on the Report Server. As a rule, you need to make sure your end-users have compatible versions of Excel to open the XLS output generated from the Report Server. 67

68 SpearMC.com/insights: Tools & Resources 68

69 SpearMC Presentations at Reconnect Wednesday, July 9:15 10:15 am Powerful PeopleSoft 9.2 Composite & Connected Query Session ID: Presented by Randy Johnson Wednesday, July 10:45 11:45 am How Oracle BI Publisher Serves your PeopleSoft Reporting Needs Session ID: Presented by Randy Johnson Wednesday, July 1:00 2:30 pm Extending PeopleSoft WorkCenters to your Utility Supplier Partners Session ID: Presented by Randy Johnson Thursday, July 9:15 10:15 am Reconciling Project Costing to the General Ledger and Functional Reconciliation/Analysis Tips & Tricks Session ID: Presented by Millie Babicz Thursday, July 11:00 am 12:30 pm Deep Dive into nvision and Query for PeopleSoft 9.2 (Tools 8.54) Session ID: Presented by Millie Babicz 69

70 Questions?

71 Please complete the session evaluation Session ID: