Jan. 14, 2016 by Carolyn Pike
Click this link to see an updated document demonstrating Query Functions in Expressions on the QUERY – EXPRESSIONS page. Listed are non-Wesleyan Functions along with examples. You will see that these are available for viewing in four actual queries.
Functions are special types of command words (in the SQL Command set), usually one-word commands, which manipulate data items and return a single value which can be determined by various input parameters.
Below are some of the sample functions you’ll see in the documentation:
Jan. 8, 2016 by Carolyn Pike
There is updated information – with lots of screen shots – on using BI Publisher for users with the Report Developer Role. Those users with the Power User Role – except for the inability to register Data Sources – can generally perform the tasks below as well.
Outline of BI Publisher Steps: BI Publisher Outline of Steps for Report Developer Role – This is a PDF of a PowerPoint presentation of the most common steps utilized in setting up a BI Publisher report from the creation of the query to the publication of the report.
The main steps are:
1. Create a query
2. Register Data Source * (only available to users with the Report Developer role)
3. Create a template in Word
4. Set up Report Definition – associate with Template
5. Run, View and Save the BI Publisher Report
Detailed Documentation: Using BI Publisher with PeopleSoft Query for Report Developers – This is a detailed document on how to use BI Publisher with PS Query.
In addition to demonstrating the basic steps, this document is divided into these main sections:
- BI Publisher Overview
- Installing Oracle BI Publisher Desktop
- How to Use BI Publisher through to the Query Viewer process or Query Report Scheduler
- Appendix A: Chart displaying access for Report Developer and Power User
- Appendix B: Links to other documentation
Dec. 14, 2015 by Carolyn Pike
Would you like to create reports and emails and other correspondence based on PeopleSoft Query? Then you you might be interested in learning more about BI Publisher and Comm Gen (Communication Generation). There is enhanced documentation in the SFIS Blog about both of these PeopleSoft Tools.
BI Publisher (formerly XML Publisher) is an an enterprise reporting solution that streamlines report and form generation. A primary feature of Oracle’s BI Publisher product is the separation of the data extraction process from the report layout. BI Publisher enables you to design and create report layout templates with the more common desktop applications of Microsoft Word and Adobe Acrobat, and renders XML data based on those templates. With a single template, it can generate reports in many formats. This approach to reporting can dramatically reduce report maintenance, enabling power business users to adjust report templates without involvement of IT resources.
The Comm Gen (Communication Generation) process enables you to select specific fields from which to extract critical data for a letter code assigned to the individual (or organization) IDs for whom you want to generate a communication. Communications in PeopleSoft is one of the “3Cs” which also includes Checklists and Comments. Communication management enables you to manage all forms of outgoing and incoming communications between the institution and constituents. ( An outgoing communication can be in the form of a letter or an email.) Campus Community provides the foundation of personal information, ID management, and 3Cs for all of the Campus Solutions applications.
If you are interested in exploring the potential uses of these tools for your office, you can contact Carolyn Pike at email@example.com.
Nov. 9, 2015 by Carolyn Pike
The documentation pages for Service Indicators (Holds) have been updated. They are named:
Introduction to Service Indicator (Holds)
Managing Service Indicators
The first is an overview of Service Indicators and the second contains step-by-step, illustrated instructions in the areas of
- Service Indicator Search Page
- Manage Service Indicators Page
- Adding a Service Indicator
- Removing a Service Indicator
- Service Indicator Audit
- Service Indicator Buttons (Symbols)
As mentioned on the page, If you are having difficulties accessing the Service Indicator pages, be sure that your User Defaults are up to date. The code “WSLYN” must be entered in a number of fields on the pages User Defaults 1 and User Defaults 2.
Aug. 17, 2015 by Carolyn Pike
Links to the Oracle/PeopleSoft publications and presentations in the SFIS Blog have been collected onto this page:
Oracle/PeopleSoft Publications and Presentations
Included are a number of general topics, as well as documentation on BI Publisher, Communication Generation, Population Selection, Mass Assign, and PeopleSoft Query.