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PeopleSoft Query

PIA Architecture

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Introduction to PS Query
Uses
● To display Data in a grid
● To run queries as a separate process.
● To schedule a query.
● To download query results to an Excel spreadsheet.
● To serve as a data source for Crystal Reports
● To determine to whom to forward information (Role
query).
● To create a data source for Peoplesoft nVision
reports and for defining online analytical processing
(OLAP) Cube Manager dimensions.

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Types of Queries

● User queries : Create and run queries to


retrieve data from the database directly from
Windows-based Query Designer, or the web-
based Query Manager/Query Viewer applications.

● Reporting queries : They can be used as data


sources for ad hoc queries, scheduled queries,
Crystal Reports, PS/nVision, or Cube Manager.

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Types of Queries

● Process queries : Write queries that are intended to run


periodically by batch processes, most likely using PeopleSoft
Application Engine and the Query API (application
programming interface).

● Role queries : Write queries that PeopleSoft Workflow uses


to determine to whom to send emails, forms, or worklist
entries.

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Create a Query

To define a new query:


1. Select Reporting Tools, Query, Query
Manager.
2. The Query Manager search page appears.

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Create a Query1

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Saving a Query

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Viewing and Editing Query Properties

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Advanced Query Options

● Aggregate functions : (Sum , Count , Min , Max and


Average).

● Subqueries.

● Unions.

● Joining records: Creating outer joins using expressions.

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PeopleSoft Query Security

It is used to control the query operations that users can


perform and the data to which they have access.

● Query Access Group Trees: It is used to control


security of the tables in PeopleSoft database.
Two nodes of Query Access Trees
1. Groups
2. Record

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Create Query Trees and Grant and
Restrict access to groups

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Grant and restrict access to groups

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Row-level Security

● Row-level security enables users to access a table


without
accessing all rows on that table.

● PS applications implement it by using a query security


record (typically a view) specified on the record definition
that joins the data table with an authorization table.

● Implemented using Query Security Record


Definitions.

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Row-level Security

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Using Query Profiles

● Is used to specify the type of access users will have


when
they work with PeopleSoft Query.

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PS Query

Thank You

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