PeopleSoft Query/BI Publisher Power Combo Rel 8.53

Transcription

1 Oracle University Contact Us: Local: Intl: PeopleSoft Query/BI Publisher Power Combo Rel 8.53 Duration: 5 Days What you will learn This PeopleSoft Query/BI Publisher Power Combo Rel 8.53 training covers the basic and advanced functions of PeopleSoft Query and BI Publisher for PeopleSoft. You ll learn how to design reports that use criteria to filter data, use expressions to perform configurable online calculations and use runtime prompts that build flexibility and reusability into your reports to decrease your report design time. Learn To: Filter output with criteria and runtime prompts. Work with multiple tables and summary calculations. Perform PSQuery administrative tasks. Create expressions, drilling URLs, any-joins and outer-joins. Use subqueries, unions and Connected Query. Create and register data sources in PB Pulisher. Create templates, use common templates and rich text. Use XSL Mapper. Define and run BI Publisher reports Benefits to You Investing in this course will help you develop the skills to use functionalities in PeopleSoft Query and BI Publisher for PeopleSoft. You ll learn how to use runtime prompts, expressions, criteria rows, aggregate functions, joins, subqueries, unions and other tools in PeopleSoft Query. Furthermore, you'll develop the knowledge to extract the precise information you need to create visual representations of the PeopleSoft database - without having to write SQL statements. Manage Reporting Tasks Enrolling in this course will also help you become more effective at managing the reporting tasks of your organization through optimal implementation of report generation, templates and scheduling. You ll also reduce report maintenance by adjusting report templates without the involvement of IT resources. BI Publisher The BI Publisher portion of the course teaches you how to use a template-based reporting solution that separates the data extraction process from the report layout and allows you to reuse extracted application data into multiple report layouts. It's designed for developers and power users who will be creating and maintaining custom reports. A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any Copyright 2013, Oracle. All rights reserved. Page 1

2 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 End Users Financial Reporting Manager Project Manager Reports Developer Technical Consultant Related Training Required Prerequisites Basic knowledge of PeopleSoft navigation, PeopleSoft concepts, and PeopleSoft Architecture. Basic knowledge of relational databases, effective-date, translated values, key fields, and prompt tables. Basic knowledge of report writing techniques. Course Objectives Filter outputs with criteria and runtime prompts Describe query reporting Use Query Manager Work with multiple tables Create expressions and unions Use drilling URLs in PeopleSoft Query Implement any joins and outer joins Use subqueries Create and register data source Create templates in BI Publisher Define, run, and view BI Publisher reports Set up BI Publisher for PeopleSoft applications Use XSL Mapper and rich text in BI Publisher reports Use Connected Query Copyright 2013, Oracle. All rights reserved. Page 2

3 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 Filtering Output with Criteria or Runtime Prompts Adding Criteria to Queries Refining Criteria Creating Queries with Multiple Criteria Creating Queries with Effective-Dated Criteria Describing and Creating Runtime Prompts Enhancing Queries with Multiple Prompts Creating Date Range Prompts Working with Multiple Tables Describing the Purpose of Joins Using Record-Hierarchy and Related-Record Joins Explaining Any Joins Joining Multiple Records Using Any Joins Using Advanced Selection Criteria Describing Outer Joins Creating Standard Outer Joins Using Summary Calculations Describing Aggregate Functions and Having Criteria Using Predefined Aggregate Functions Using the Having Criteria in Queries Creating Queries with Complex Join Criteria Aggregates Performing PSQuery Administrative Tasks Running a Query from Query Viewer Scheduling and Monitoring Queries Monitoring Query Performance and Use Creating Expressions Defining Expressions Creating Simple Expressions Using Literals in Expressions Using Functions in Expressions Using the SUBSTR Function in Expressions Using Expressions in Criteria Using Links and Prompts in Expressions Using Aggregate Functions in Expressions Drilling URLs in PeopleSoft Query Describing Drilling URLs in PeopleSoft Query Defining Query URL Widgets Copyright 2013, Oracle. All rights reserved. Page 3

4 Defining Component URL Widgets Defining External URL Widgets Defining Free Form URL Widgets Running Queries that Have Drilling URLs Defined Scheduling Queries that Have Drilling URLs Defined Defining Free Form and External Drilling URLs for an Existing Query Implementing Any Joins and Outer Joins Explaining Any-Joins Creating Any Joins Describing Outer Joins Creating Standard Outer Joins Using Subqueries and Unions Explaining Subqueries Creating a Single-Value Subquery Creating an In-List or Not-In-List Subquery Creating an Exists or Does-Not-Exist Subquery Explaining Unions Using Literals as Placeholder Fields Creating Queries with Unions Using Joins in Unions 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 BI Publisher Understanding BI Publisher Permissions Setting Up Report Manager Defining Report Categories Downloading Design Plug-ins Setting Up BI Publisher 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 Designing RTF Template with a Table Using Pivot Table Designing RTF Template with a Pivot Table Designing RTF Template with a Pie-Chart Working with PDF Templates Copyright 2013, Oracle. All rights reserved. Page 4

5 Defining BI Publisher Reports Creating Report Definitions Associating Templates Defining Report Output Setting Report Properties Setting Report Viewing Security Creating Report Definitions Creating a Report Definition Based on PDF Template Bursting Reports Running and Viewing Query-Based BI Publisher Reports Running Reports in Query Report Viewer Scheduling PS Query Reports Locating and Viewing BI Publisher Reports Setting Up and Using Reporting Console Implementing Sub-Templates and Template Translations Creating Reusable Sub-Template Definitions Adding a Sub-Template Using Content Library Registering Sub-Template Passing Parameters in a Report Maintaining Template Translations Using Translations Using Rich Text in BI Publisher Describing Rich Text Support Using RTE in BI Publisher Reports Creating a Template that Includes Rich Text Editor Data Using Query or Connected Query as a Data Source Using XML File as a Data Source Creating a BI Report that Includes Rich Text Using Common Templates in BI Publisher Describing Common Templates Creating a Report Definition Using Common Template Using Oracle XSL Mapper Using Common Template Creating Another Report with the Same Template Using Additional RTF Techniques Using Connected Query Data Source Creating a Template Using Connected Query Data Source Using Time Zones Creating a Report with Time Zones Using Drilling URL Query Creating a BI Publisher Report with a Query Drilling URL Copyright 2013, Oracle. All rights reserved. Page 5