PeopleTools 8.58: Query - Oracle

PeopleTools 8.58: Query

May 2020

PeopleTools 8.58: Query Copyright ? 1988, 2020, Oracle and/or its affiliates.

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Contents

Preface: Preface...........................................................................................................................................ix Understanding the PeopleSoft Online Help and PeopleBooks............................................................. ix Hosted PeopleSoft Online Help...................................................................................................... ix Locally Installed Help..................................................................................................................... ix Downloadable PeopleBook PDF Files............................................................................................ix Common Help Documentation........................................................................................................ix Field and Control Definitions.......................................................................................................... x Typographical Conventions.............................................................................................................. x ISO Country and Currency Codes................................................................................................... x Region and Industry Identifiers...................................................................................................... xi Translations and Embedded Help................................................................................................... xi Using and Managing the PeopleSoft Online Help...............................................................................xii Understanding PeopleSoft Query......................................................................................................... xii PeopleTools Related Links................................................................................................................... xii Contact Us.............................................................................................................................................xii 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.............................................................. 22 Creating New Queries...........................................................................................................................24 Specifying Query Preferences........................................................................................................ 24 Selecting Records........................................................................................................................... 25 Adding Fields to Query Content....................................................................................................27 Viewing Fields Selected for Output...............................................................................................29 Changing the Column and Sort Order for Multiple Fields............................................................31 Editing Field Properties..................................................................................................................32 Viewing and Editing Query Properties.......................................................................................... 34 Viewing Underlying SQL Code.....................................................................................................39 Previewing Query Results Prior to Saving.................................................................................... 39 Saving Queries...................................................................................................................................... 41 Running Queries....................................................................................................................................43 Adding Queries to the Internet Explorer Favorites List.......................................................................44 Downloading Queries............................................................................................................................45 Performing Query Lookups.................................................................................................................. 46 Performing Definitional Reference Lookups in Queries......................................................................47 Printing Query Results..........................................................................................................................48 Using Query Viewer............................................................................................................................. 49

Chapter 3: Defining Selection Criteria....................................................................................................53 Choosing Selection Criteria.................................................................................................................. 53 Defining Criteria................................................................................................................................... 53

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Contents

Viewing and Editing Selection Criteria......................................................................................... 53 Adding Criteria Properties............................................................................................................. 54 Selecting Condition Types..............................................................................................................56 Entering Comparison Values.......................................................................................................... 58 Specifying Effective Date Criteria................................................................................................. 67 Grouping Multiple Criteria.............................................................................................................68 Defining Prompts.................................................................................................................................. 71 Understanding Prompts.................................................................................................................. 71 Viewing and Editing Prompts........................................................................................................ 71 Editing Prompt Properties.............................................................................................................. 71 Using the Default Prompt Values for Query Prompts................................................................... 74 Defining Optional Prompts............................................................................................................ 78 Defining HAVING Criteria...................................................................................................................81 Having Criteria Properties..............................................................................................................81 Viewing the Having Criteria Properties.........................................................................................82 Editing the Having Criteria Properties...........................................................................................82 Defining Record and Field Dependencies............................................................................................83 Defining Expressions............................................................................................................................ 85 Understanding Expressions............................................................................................................ 85 Viewing and Editing Expressions.................................................................................................. 86 Editing Expression Properties........................................................................................................ 86 Extracting and Transforming Data from PeopleSoft Pure Internet Architecture..................................88 Extracting and Transforming Data Overview................................................................................ 88 Viewing and Editing Data Transformations for a Query...............................................................89 Defining the Data Transformation for a Query............................................................................. 90 Chapter 4: Drilling URLs in PeopleSoft Query..................................................................................... 93 Understanding Drilling URLs...............................................................................................................93 Common Terminology Used to Create Drilling URLs in PeopleSoft Query.................................93 Viewing and Editing Expression Properties.................................................................................. 93 Defining Query Drilling URLs.............................................................................................................95 Page Used to Define Query Drilling URLs...................................................................................95 Searching for Query....................................................................................................................... 99 Selecting Query Columns for Existing Drilling URLs..................................................................99 Processing Existing Drilling URLs at Runtime...........................................................................100 Steps Used to Select a Query to Build Drilling URLs................................................................ 101 Defining Component Drilling URLs.................................................................................................. 103 Page Used to Define Component Drilling URLs........................................................................ 103 Selecting a Content Reference or Content Reference Link......................................................... 108 Steps Used to Select a Component to Build Drilling URLs........................................................109 Defining External Drilling URLs....................................................................................................... 111 Page Used to Define External Drilling URLs............................................................................. 111 Steps Used to Enter External URLs to Build Drilling URLs...................................................... 114 Defining Attachment Drilling URLs.................................................................................................. 115 Page Used to Define Attachment Drilling URLs........................................................................ 115 Steps Used to Enter Attachment URLs to Build Drilling URLs................................................. 118 Defining Free Form Drilling URLs....................................................................................................119 Defining Image Drilling URLs...........................................................................................................121 Defining REST Drilling URLs........................................................................................................... 123 REST Drilling URL Overview.................................................................................................... 123 Page Used to Define REST Drilling URLs................................................................................. 127 Steps Used to Define REST Drilling URL..................................................................................129

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Copyright ? 1988, 2020, Oracle and/or its affiliates.

Contents

URI Collection Elements............................................................................................................. 134 Defining a REST Drilling URLs Using the BIP REST Service..................................................135 Viewing Query Results With Drilling URLs..................................................................................... 143 Scheduling Queries With Drilling URLs............................................................................................146 Chapter 5: Modifying, Scheduling, and Organizing Queries..............................................................147 Modifying Queries.............................................................................................................................. 147 Opening Existing Queries............................................................................................................ 147 Renaming Queries........................................................................................................................ 148 Deleting Queries........................................................................................................................... 149 Updating Existing Queries........................................................................................................... 149 Repairing Existing Queries Automatically.................................................................................. 150 Scheduling Queries............................................................................................................................. 151 Submitting Process Requests....................................................................................................... 151 Selecting Process Requests.......................................................................................................... 157 Using Process Monitor................................................................................................................. 162 Viewing Output in Report Manager.............................................................................................163 Specifying a User's Language..................................................................................................... 164 Organizing Queries............................................................................................................................. 165 Page Used to Organize Queries................................................................................................... 165 Adding Queries to the My Favorite Queries List........................................................................ 166 Removing Queries From the My Favorite Queries List.............................................................. 166 Creating and Using Folders......................................................................................................... 167 Copying Queries to Another User's List of Queries....................................................................167 Moving a Query to a Folder........................................................................................................ 167 Chapter 6: Working with Advanced Query Options........................................................................... 169 Working with Aggregate Functions....................................................................................................169 Understanding Aggregate Functions............................................................................................ 169 Applying an Aggregate Function to a Field................................................................................ 170 Working with Subqueries....................................................................................................................170 Working with Unions..........................................................................................................................172 Joining Records...................................................................................................................................172 Creating Record Hierarchy Joins................................................................................................. 173 Creating Related Record Joins.....................................................................................................173 Creating Any Record Joins.......................................................................................................... 174 Creating Outer Joins.....................................................................................................................175 Creating Left Outer Joins.............................................................................................................176 Chapter 7: Using Connected Query.......................................................................................................179 Understanding Connected Query........................................................................................................179 Connected Query Overview......................................................................................................... 179 Connected Query Terms...............................................................................................................180 Connected Query Example...........................................................................................................181 Connected Query Processing Options..........................................................................................181 Security for Connected Query......................................................................................................182 Using Connected Query Quick Start.................................................................................................. 182 Understanding Connected Query Quick Start..............................................................................182 Step 1: Enter Connected Query Name and Descriptive Information...........................................183 Step 2: Select a Parent Query...................................................................................................... 185 Step 3: Select a Child Query....................................................................................................... 185 Step 4: Map Child Query Fields to Parent Query for Filtering................................................... 187 Step 5: Preview a Connected Query............................................................................................ 190 Using Connected Query Manager...................................................................................................... 192

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