PeopleTools 8.55: Query - Oracle

PeopleTools 8.55: Query

November 2017

PeopleTools 8.55: Query Copyright ? 1988, 2017, Oracle and/or its affiliates. All rights reserved.

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Contents

Preface: Preface...........................................................................................................................................ix Understanding the PeopleSoft Online Help and PeopleBooks............................................................. ix PeopleSoft Hosted Online Help...................................................................................................... ix Locally Installed Help..................................................................................................................... ix Downloadable PeopleBook PDF Files............................................................................................ix Common Help Documentation.........................................................................................................x Field and Control Definitions.......................................................................................................... x Typographical Conventions.............................................................................................................. x ISO Country and Currency Codes.................................................................................................. xi Region and Industry Identifiers...................................................................................................... xi Translations and Embedded Help.................................................................................................. xii Using and Managing the PeopleSoft Online Help...............................................................................xii Understanding PeopleSoft Query......................................................................................................... xii PeopleTools Related Links................................................................................................................... xii Contact Us........................................................................................................................................... xiii Follow Us.............................................................................................................................................xiii

Chapter 1: Getting Started with PeopleSoft Query............................................................................... 15 PeopleSoft Query Overview................................................................................................................. 15 PeopleSoft Query Business Processes.................................................................................................. 16 Other Sources of Information...............................................................................................................16 PeopleSoft Query Implementation........................................................................................................17

Chapter 2: Creating and Running Simple Queries................................................................................19 Understanding Query Types................................................................................................................. 19 Understanding Dirty Reads in PeopleSoft Query................................................................................ 21 Common Elements Used to Create and Run Simple Queries.............................................................. 21 Creating New Queries...........................................................................................................................24 Specifying Query Preferences........................................................................................................ 24 Selecting Records........................................................................................................................... 25 Adding Fields to Query Content....................................................................................................26 Viewing Fields Selected for Output...............................................................................................28 Changing the Column and Sort Order for Multiple Fields............................................................31 Editing Field Properties..................................................................................................................32 Viewing and Editing Query Properties.......................................................................................... 33 Viewing Underlying SQL Code.....................................................................................................38 Previewing Query Results Prior to Saving.................................................................................... 38 Saving Queries...................................................................................................................................... 40 Running Queries....................................................................................................................................42 Adding Queries to the Internet Explorer Favorites List.......................................................................43 Downloading Queries............................................................................................................................44 Performing Query Lookups.................................................................................................................. 45 Performing Definitional Reference Lookups in Queries......................................................................46 Printing Query Results..........................................................................................................................47 Using Query Viewer............................................................................................................................. 48

Chapter 3: Defining Selection Criteria....................................................................................................51 Choosing Selection Criteria.................................................................................................................. 51 Defining Criteria................................................................................................................................... 51

Copyright ? 1988, 2017, Oracle and/or its affiliates. All rights reserved.

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Contents

Viewing and Editing Selection Criteria......................................................................................... 51 Adding Criteria Properties............................................................................................................. 52 Selecting Condition Types..............................................................................................................54 Entering Comparison Values.......................................................................................................... 56 Specifying Effective Date Criteria................................................................................................. 65 Grouping Multiple Criteria.............................................................................................................66 Defining Prompts.................................................................................................................................. 69 Understanding Prompts.................................................................................................................. 69 Viewing and Editing Prompts........................................................................................................ 69 Editing Prompt Properties.............................................................................................................. 69 Using the Default Prompt Values for Query Prompts................................................................... 72 Defining Optional Prompts............................................................................................................ 76 Defining HAVING Criteria...................................................................................................................79 Having Criteria Properties..............................................................................................................79 Viewing the Having Criteria Properties.........................................................................................80 Editing the Having Criteria Properties...........................................................................................80 Defining Record and Field Dependencies............................................................................................81 Defining Expressions............................................................................................................................ 83 Understanding Expressions............................................................................................................ 83 Viewing and Editing Expressions.................................................................................................. 84 Editing Expression Properties........................................................................................................ 84 Extracting and Transforming Data from PeopleSoft Pure Internet Architecture..................................86 Extracting and Transforming Data Overview................................................................................ 86 Viewing and Editing Data Transformations for a Query...............................................................87 Defining the Data Transformation for a Query............................................................................. 88 Chapter 4: Drilling URLs in PeopleSoft Query..................................................................................... 91 Understanding Drilling URLs...............................................................................................................91 Common Terminology Used to Create Drilling URLs in PeopleSoft Query.................................91 Viewing and Editing Expression Properties.................................................................................. 91 Defining Query Drilling URLs.............................................................................................................93 Page Used to Define Query Drilling URLs...................................................................................93 Searching for Query....................................................................................................................... 97 Selecting Query Columns for Existing Drilling URLs..................................................................97 Processing Existing Drilling URLs at Runtime.............................................................................98 Steps Used to Select a Query to Build Drilling URLs.................................................................. 99 Defining Component Drilling URLs.................................................................................................. 101 Page Used to Define Component Drilling URLs........................................................................ 101 Selecting a Content Reference or Content Reference Link......................................................... 106 Steps Used to Select a Component to Build Drilling URLs........................................................107 Defining External Drilling URLs....................................................................................................... 109 Page Used to Define External Drilling URLs............................................................................. 109 Steps Used to Enter External URLs to Build Drilling URLs...................................................... 112 Defining Attachment Drilling URLs.................................................................................................. 113 Page Used to Define Attachment Drilling URLs........................................................................ 113 Steps Used to Enter Attachment URLs to Build Drilling URLs................................................. 116 Defining Free Form Drilling URLs....................................................................................................117 Defining Image Drilling URLs...........................................................................................................119 Defining REST Drilling URLs........................................................................................................... 121 REST Drilling URL Overview.................................................................................................... 121 Page Used to Define REST Drilling URLs................................................................................. 125 Steps Used to Define REST Drilling URL..................................................................................127

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Copyright ? 1988, 2017, Oracle and/or its affiliates. All rights reserved.

Contents

URI Collection Elements............................................................................................................. 132 Defining a REST Drilling URLs Using the BIP REST Service..................................................133 Viewing Query Results With Drilling URLs..................................................................................... 141 Scheduling Queries With Drilling URLs............................................................................................144 Chapter 5: Modifying, Scheduling, and Organizing Queries..............................................................145 Modifying Queries.............................................................................................................................. 145 Opening Existing Queries............................................................................................................ 145 Renaming Queries........................................................................................................................ 146 Deleting Queries........................................................................................................................... 147 Updating Existing Queries........................................................................................................... 147 Repairing Existing Queries Automatically.................................................................................. 148 Scheduling Queries............................................................................................................................. 149 Submitting Process Requests....................................................................................................... 149 Selecting Process Requests.......................................................................................................... 155 Using Process Monitor................................................................................................................. 160 Viewing Output in Report Manager.............................................................................................161 Specifying a User's Language..................................................................................................... 162 Organizing Queries............................................................................................................................. 163 Page Used to Organize Queries................................................................................................... 163 Adding Queries to the My Favorite Queries List........................................................................ 164 Removing Queries From the My Favorite Queries List.............................................................. 164 Creating and Using Folders......................................................................................................... 165 Copying Queries to Another User's List of Queries....................................................................165 Moving a Query to a Folder........................................................................................................ 165 Chapter 6: Working with Advanced Query Options........................................................................... 167 Working with Aggregate Functions....................................................................................................167 Understanding Aggregate Functions............................................................................................ 167 Applying an Aggregate Function to a Field................................................................................ 168 Working with Subqueries....................................................................................................................168 Working with Unions..........................................................................................................................170 Joining Records...................................................................................................................................170 Creating Record Hierarchy Joins................................................................................................. 171 Creating Related Record Joins.....................................................................................................171 Creating Any Record Joins.......................................................................................................... 172 Creating Outer Joins.....................................................................................................................173 Creating Left Outer Joins.............................................................................................................174 Chapter 7: Using Connected Query.......................................................................................................177 Understanding Connected Query........................................................................................................177 Connected Query Overview......................................................................................................... 177 Connected Query Terms...............................................................................................................178 Connected Query Example...........................................................................................................179 Connected Query Processing Options..........................................................................................179 Security for Connected Query......................................................................................................180 Using Connected Query Quick Start.................................................................................................. 180 Understanding Connected Query Quick Start..............................................................................180 Step 1: Enter Connected Query Name and Descriptive Information...........................................181 Step 2: Select a Parent Query...................................................................................................... 183 Step 3: Select a Child Query....................................................................................................... 183 Step 4: Map Child Query Fields to Parent Query for Filtering................................................... 185 Step 5: Preview a Connected Query............................................................................................ 188 Using Connected Query Manager...................................................................................................... 190

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