PeopleSoft Financials Basic Query Training Financial Information Systems and Reporting Finance Division /Controllers Division Agenda
What is a Query? PeopleSoft Financials Modules Query Viewer/Query Manager Search for a Query Run a Query Schedule a Query Recommended Queries Add to Favorites
What is a Query? A query is a request for information from a database. A database is a structured collection of records or data that is stored in a computer system. Relationships Among PS Financials Modules Projects (grants) - SPA
Requisitio n (ePro) EP PeopleSo ft HCM ARB Purchase Order PO (Purchasin g)
Receipts PO (Purchasin g) Accounts Payable AP Asset Management AM
Banner BNR (Accounts Receivable ) Journal Lines - GL / Commitment Control - KK 4 Query Viewer for Running Queries
Query Manager for Running and Editing (Advanced Query) Query Viewer Allows a user to: Run a Query to HTML or Excel Schedule a Query Add it to Query Favorites The navigation is: Reporting Tools > Query > Query Viewer Query Viewer Search for a
Query Search on a Query by: Query Name Uses Record Name Uses Field Name Public Query Naming Standards 120_AP Accounts Payable Queries 120_AM Asset Management Queries 120_GL General Ledger/Journal Queries 120_PO Purchasing PO Queries 120_REQ Purchasing Requisition Queries 120_BPA Budget, Planning and Analysis Queries 120_SPA Sponsored Accounting Queries
Query Viewer To Run a Query To Run a Query Search on a Query Click either the HTML or Excel hyperlink beside the query that you want to run. If there are prompts, you will be prompted to enter your criteria before the query runs. Query Viewer Schedule a Query Schedule a Query 1. Search on a Query 2. Click on the Schedule hyperlink
3. Name the Run Control ID, and Add it 4. Write a description 5. Choose Run Date & Recurrence 6. Choose Type, Format and Distribution 7. Click OK Recommended Public Queries to Run 120_GL_JOURNAL_LIKE_CFC This will list all expenses that have hit your CFC 120_GL_JOURNAL_LIKE_CFC_VW
This will list all expenses that have hit your CFC with older history tables available. 120_GL_JRNL_LIKE_CFC_REV_ONLY This lists your revenue that was posted to your CFC, if it generates revenue. 120_GL_BNR_JGEN_DEP_DETAIL This lists your detailed lumped deposits from Banner. Recommended Public Queries to Run Contd 120_SPA_ALL_YRS_ACCTDESC This lists all activity for your sponsored Project ID.
120_SPA_EFT_RPTD_NEW 120_SPA_EFT_RPT_EMP These queries list effort reported by Project ID or EMPLID. 120_MCG0005_OPEN_ENC This run a query that used to be the Open Encumbrance Report. It shows all open encumbrances for your Department ID. 120_MCG0001_PG_STATUS_LIFE This runs a query that used to be the Project Grant Status Life Basis report. Query Viewer Add to Favorites
To add a query as a Favorite 1. Search on a Query 2. Click on the Favorite Hyperlink to the right of the Query name Note: Once a query is a favorite, then it will come up when you open Query Viewer or Query Manager in a My Favorite Queries box QUESTIONS
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