Query is a PeopleSoft end-user reporting tool that will allow users to write reports in order to extract information from FMS and CSS.  Query allows users to create and run reports against the FMS or CSS database with these queries being as simple or as complex as needed. Queries can be created for a one-time use or they may be created and saved for future repeated use.  Query will be the PeopleSoft version of Focus reports in SIS.

Query users will benefit from having a basic understanding of the data that the query will be based upon (such as, in what record the data is stored), and the relationships of other records within the database.  

Query users will find there are two levels of Query: 

• Query Viewer: Provides ‘read-only’ access to predefined queries. Users with Query Viewer access can search, run, print, and download query data.
• Query Manager: Allows users to create new queries, modify existing queries, and schedule queries to run at a later date.  Users should have experience in writing Focus (FOCEXEC) reports in order to benefit from this level of training.

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This web page focuses on users who will have Query Manager Access.  Users with this level of access will need to complete classes as outlined below: Fundamentals of Database Structure (online class) Query Viewer (online class) Query Manager (hands-on class)

 

Class Descriptions

Fundamentals of Database Structure (online class)

Users completing this class will learn the definitions of different types of software as well as receiving an introduction to the concept of a database management system (DBMS) and relational database management system (RDBMS).  This training class will also cover identification of the elements of a table or record using PeopleSoft terminology.  

This is an online course accessible via MyBGSU.  Campus Solutions (CSS) users are required to have successfully completed CSS 110-140 prior to enrollment in this class.  Enrollment in the class may be requested by sending an email with the requested class name to BGat100@bgsu.edu.  

 

Documentation for online classes:

• • • • View a Query Reference Guide
      • Viewing a Query Using Prompts Reference Guide

 

Query Viewer (online class)

This class covers two lessons pertaining to Query Viewer.  Lesson One is entitled View a Query and it guides users through the Basic Search process.  This process is covered through to viewing the query to HTML and saving the query to "Favorites".  Lesson Two is entitled View a Query Using Prompts and it guides users through the process of using Advanced searching along with running the query results to Excel.

This is an online UPK class accessible via MyBGSU.  The UPK class may be accessed on a Windows machine using Internet Explorer 6.0 / 7.0 or Firefox 2.0 or on a Macintosh machine using Firefox 2.0.  Campus Solutions (CSS) users are required to have successfully completed CSS 110-140 prior to enrollment in this class.  Enrollment in the class may be requested by sending an email with the requested class name to BGat100@bgsu.edu.

 

3.  Query Manager (hands-on class)

This class is completed in a lab hands-on setting.  Participants will be required to have successfully completed the Fundamentals of Database Structure and Query Viewer classes prior to attending.  Participants should also have experience writing Focus (FOCEXEC) reports in order to benefit from this level of training.  Participants are also required to have access to PeopleSoft and approval from a BG@100 Functional Lead or Director prior to attending.

This two-day, full day class will cover the creation of simple queries, editing of fields, editing of criteria, and will work with creating prompts.  Other topics include applying join (auto, manual and related records), writing expressions, using prompts with expressions and the use of aggregate functions.  In addition, the lab will provide applicable examples and participants will work through group and individual query problems.  Participants are encouraged to bring problems they encountered in creating, modifying, and/or updating queries.  Along with troubleshooting, participants will perform exercises surrounding sub queries, the use of outer joins, using union, and finding the right records and fields.

Query Manager sessions will be offered on two days within a one week period.  Participants will be required to attend both days during the same one week period.  Session availability and sign up is available at:  https://intranet.bgsu.edu/pstrain/.

Please Note:  Query Manager (hand-on class) cancellation policy - It will be required that five or more participants be registered by 48 hours prior to the class time.  If this requirement is not met, the class will be cancelled.  If a class is cancelled, the registered participants will be notified by e-mail at least 24 hours in advance of class time.  At a minimum, classes will be scheduled once a month. 

 

Request for Security Access

 

Instructions for requesting security access for Query Manager will be covered in the Query Manager hands on class.  This level of security access may be requested only after the successful completion of all sections of the Query Manager training course.

 

 

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Questions regarding the Query Course training may be directed to BGat100@bgsu.edu.

 

 

last updated 8/25/09