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2 – Query Manager

Introduction to PeopleSoft Query ees4

Part II – Query Manager

  • Lesson 5 : Select, run, and print an existing query

    • Understanding Academic Structure
    • Steps in Opening a Query in Query Manager
    • Query Manager Page Descriptions
    • Query Manager Output
    • Running a Query with a Prompt
    • Downloading a Query as an Excel Spreadsheet
  • Lesson 6: Create and save a basic custom query (Creating a New Query)

    • Selecting a View or Record
    • Records Page
    • Effective Dates
    • Query Page – Fields Page – Run Page
    • Query Output
    • Formatting Query Output
      • Field Ordering
      • Edit Button
      • Edit Field Header
      • Translate Value Display
    • Discarding or Saving a Query
  • Lesson 7: Join multiple records into one query (Mastering Record Joins and Selection Criteria)

    • Record Joins – Creating Any Record Joins
    • Understanding the Criteria Page
    • Choosing Selection Criteria
      • Adding Fields to the Criteria
      • Elements of a Sample Edit Criteria Properties Page
      • Basic Criteria Steps
      • Commonly Used Condition Types/Operators
  • Lesson 8: Add Expressions and Use Functions

    • Expressions Overview
    • Creating an Expression
    • Some Notes on Expressions
    • Applying a Wesleyan Function in an Expression
  • Lesson 9: Adding runtime prompts; Having and View SQL pages

    • Runtime Prompt Overview
    • Adding a Runtime Prompt
    • Using Prompts with Expressions
    • Brief Overview of Having and View SQL Pages
      • Having Page
      • View SQL Page
  • Lesson 10: Basic Query organization

    • Folders
    • Public Queries
    • Query Names
    • Using Public Queries
    • Naming Private Queries
    • Creating/Saving a Public Query
    • Naming a Public Query at Wesleyan
  • Review of Part II – Introduction to PeopleSoft Query

 

Part I – Basic Query Concepts and Query Viewer

Part III – Advanced Concepts

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