PSF655 :: Query for Financials Users

  • Pricing: Tier II
  • Duration: 2 Days

Summary:

This 2 day course is designed to teach you the basics of PeopleSoft Query and introduce you to the commonly used tables within PeopleSoft Financial Management Applications. You will create simple queries, utilize expressions, joins, aggregate features and calculations and understand the basics of table structure by the end of this course. All of these concepts will be reinforced by activities.

Audience:

  • Super Users within PeopleSoft FSCM
  • End Users within PeopleSoft FSCM
  • Managers within PeopleSoft FSCM

Topics:

  • Technology Overview
    • What is PeopleSoft Query
    • Why should I use PeopleSoft Query
  • Using the Query Manager
    • Searching for Existing Queries
    • Organizing Queries
    • Creating My Favorite Queries
    • Editing Existing Queries
  • Creating a Simple Query
    • Selecting Query Output
    • Editing Query Properties
  • Filtering Output with Criteria
    • Adding Criteria to Queries
    • Refining Criteria
    • Using Multiple Criteria Statements
    • Using the Effective Date Field in Criteria
  • Filtering Output with Runtime Prompts
    • Describing Runtime Prompts
    • Creating Runtime Prompts
    • Editing Runtime Prompts
  • Working with Multiple Tables
    • Describing the Purpose of Joins
    • Describing Predefined Joins
    • Using Record-Hierarchy and Related-Record Joins
  • Using Summary Calculations
    • Describing Aggregate Functions and Having Criteria
    • Adding Aggregate Functions
    • Using the Having Criteria
  • Creating Expressions
    • Understanding Expressions
    • Adding Query Runtime Prompts
  • Implementing Any Joins
    • Understanding Any Joins
    • Identifying a Cartesian Join
  • Working with Unions
    • Explaining Unions
    • Creating a Union
    • Using Literals as Placeholder Fields
  • Using Subqueries
    • Explaining Subqueries
    • Describing Single-Value and In List Subqueries
    • Using Exists or Does Not Exist Subqueries
  • Drilling URL’s
    • Understanding Drilling URL’s
    • Using Drilling URL’s and Connected
  • Performing Administrative Tasks
    • Using the Reporting Console
    • Describing Administrative Tasks for PSQuery