PeopleSoft Query/BI Publisher Power Combo Rel 8.53

Course Details
Code:
D81910GC10
Tuition (USD):
$4,275.00 • Virtual (5 days)
$4,500.00 • Classroom (5 days)

This PeopleSoft Query/BI Publisher Power Combo Rel 8.53 training covers the basic and advanced functions of PeopleSoft Query and BI Publisher for PeopleSoft. You’ll learn how to design reports that use criteria to filter data, use expressions to perform configurable online calculations and use runtime prompts that build flexibility and reusability into your reports to decrease your report design time.

Learn To:

  • Filter output with criteria and runtime prompts.
  • Work with multiple tables and summary calculations.
  • Perform PSQuery administrative tasks.
  • Create expressions, drilling URLs, any-joins and outer-joins.
  • Use subqueries, unions and Connected Query.
  • Create and register data sources in PB Pulisher.
  • Create templates, use common templates and rich text.
  • Use XSL Mapper.
  • Define and run BI Publisher reports

Benefits to You

Investing in this course will help you develop the skills to use functionalities in PeopleSoft Query and BI Publisher for PeopleSoft. You’ll learn how to use runtime prompts, expressions, criteria rows, aggregate functions, joins, subqueries, unions and other tools in PeopleSoft Query. Furthermore, you'll develop the knowledge to extract the precise information you need to create visual representations of the PeopleSoft database - without having to write SQL statements.

Manage Reporting Tasks

Enrolling in this course will also help you become more effective at managing the reporting tasks of your organization through optimal implementation of report generation, templates and scheduling. You’ll also reduce report maintenance by adjusting report templates without the involvement of IT resources.

BI Publisher

The BI Publisher portion of the course teaches you how to use a template-based reporting solution that separates the data extraction process from the report layout and allows you to reuse extracted application data into multiple report layouts. It's designed for developers and power users who will be creating and maintaining custom reports.

Skills Gained

  • Filter outputs with criteria and runtime prompts
  • Describe query reporting
  • Use Query Manager
  • Work with multiple tables
  • Create expressions and unions
  • Use drilling URLs in PeopleSoft Query
  • Implement any joins and outer joins
  • Use subqueries
  • Create and register data source
  • Create templates in BI Publisher
  • Define, run, and view BI Publisher reports
  • Set up BI Publisher for PeopleSoft applications
  • Use XSL Mapper and rich text in BI Publisher reports
  • Use Connected Query

Who Can Benefit

  • End Users
  • Financial Reporting Manager
  • Project Manager
  • Reports Developer
  • Technical Consultant

Prerequisites

  • Basic knowledge of relational databases, effective-date, translated values, key fields, and prompt tables.
  • Basic knowledge of PeopleSoft navigation, PeopleSoft concepts, and PeopleSoft Architecture.
  • Basic knowledge of report writing techniques.

Course Details

Using Query Manager

  • Searching for Existing Queries
  • Editing Existing Queries
  • Creating a Simple Query
  • Selecting Query Output and Editing Query Properties
  • Editing Field Properties
  • Removing Duplicate Data

Filtering Output with Criteria or Runtime Prompts

  • Adding Criteria to Queries
  • Refining Criteria
  • Creating Queries with Multiple Criteria
  • Creating Queries with Effective-Dated Criteria
  • Describing and Creating Runtime Prompts
  • Enhancing Queries with Multiple Prompts
  • Creating Date Range Prompts

Working with Multiple Tables

  • Describing the Purpose of Joins
  • Using Record-Hierarchy and Related-Record Joins
  • Explaining Any Joins
  • Joining Multiple Records Using Any Joins
  • Using Advanced Selection Criteria
  • Describing Outer Joins
  • Creating Standard Outer Joins

Using Summary Calculations

  • Describing Aggregate Functions and Having Criteria
  • Using Predefined Aggregate Functions
  • Using the Having Criteria
  • Creating Queries with Complex Join Criteria Aggregates

Performing PSQuery Administrative Tasks

  • Running a Query from Query Viewer
  • Scheduling a Query
  • Monitoring Query Performance and Use

Creating Expressions

  • Defining Expressions
  • Creating Simple Expressions
  • Using Literals in Expressions
  • Using Functions in Expressions
  • Using Expressions in Criteria
  • Using Links in Expressions
  • Using Prompts in Expressions
  • Using Aggregates in Expressions

Drilling URLs in PeopleSoft Query

  • Describing Drilling URLs in PeopleSoft Query
  • Defining Query URL Widgets
  • Defining Component URL Widgets
  • Defining External URL Widgets
  • Defining Free Form URL Widgets
  • Running Queries that Have Drilling URLs Defined
  • Scheduling Queries that Have Drilling URLs Defined
  • Defining Free Form and External Drilling URLs for an Existing Query

Implementing Any Joins and Outer Joins

  • Explaining Any-Joins
  • Creating Any Joins
  • Describing Outer Joins
  • Creating Standard Outer Joins

Using Subqueries and Unions

  • Explaining Subqueries
  • Creating a Single-Value Subquery
  • Creating an In-List or Not-In-List Subquery
  • Creating an Exists or Does-Not-Exist Subquery
  • Explaining Unions
  • Using Literals as Placeholder Fields
  • Creating Unions
  • Viewing Union SQL

Using Connected Query

  • Describing Connected Query
  • Using Connected Query Quick Start
  • Using Connected Query Manager
  • Using Connected Query Viewer
  • Using Connected Query Scheduler

Setting Up BI Publisher

  • Understanding BI Publisher Permissions
  • Setting Up Report Manager
  • Defining Report Categories
  • Downloading Design Plug-ins
  • Setting Up BI Publisher

Creating and Registering Data Sources

  • Describing Data Sources
  • Creating Query-Based Data Sources
  • Creating XML File Data Source
  • Registering XML File Data Sources

Creating Templates

  • Describing Template Types
  • Creating RTF Templates
  • Using Table Wizard
  • Designing RTF Template with a Table
  • Using Pivot Table
  • Designing RTF Template with a Pivot Table
  • Designing RTF Template with a Pie-Chart
  • Working with PDF Templates

Defining BI Publisher Reports

  • Creating Report Definitions
  • Associating Templates
  • Defining Report Output
  • Setting Report Properties
  • Setting Report Viewing Security
  • Creating Report Definitions
  • Creating a Report Definition Based on PDF Template
  • Bursting Reports

Running and Viewing Query-Based BI Publisher Reports

  • Running Reports in Query Report Viewer
  • Scheduling PS Query Reports
  • Locating and Viewing BI Publisher Reports
  • Setting Up and Using Reporting Console

Implementing Sub-Templates and Template Translations

  • Creating Reusable Sub-Template Definitions
  • Adding a Sub-Template
  • Using Content Library
  • Registering Sub-Template
  • Passing Parameters in a Report
  • Maintaining Template Translations
  • Using Translations

Using Rich Text in BI Publisher

  • Describing Rich Text Support
  • Using RTE in BI Publisher Reports
  • Creating a Template that Includes Rich Text Editor Data
  • Using Query or Connected Query as a Data Source
  • Using XML File as a Data Source
  • Creating a BI Report that Includes Rich Text

Using Common Templates in BI Publisher

  • Describing Common Templates
  • Creating a Report Definition Using Common Template
  • Using Oracle XSL Mapper
  • Using Common Template
  • Creating Another Report with the Same Template

Using Additional RTF Techniques

  • Using Connected Query Data Source
  • Creating a Template Using Connected Query Data Source
  • Using Time Zones
  • Creating a Report with Time Zones
  • Using Drilling URL Query
  • Creating a BI Publisher Report with a Query Drilling URL

Using Common Templates in BI Publisher

  • Describing Common Templates
  • Creating a Report Definition Using Common Template
  • Using Oracle XSL Mapper
  • Using Common Template
  • Creating Another Report with the Same Template

Using Additional RTF Techniques

  • Using Connected Query Data Source
  • Creating a Template Using Connected Query Data Source
  • Using Time Zones
  • Creating a Report with Time Zones
  • Using Drilling URL Query
  • Creating a BI Publisher Report with a Query Drilling URL
Course Details
Code:
D81910GC10
Tuition (USD):
$4,275.00 • Virtual (5 days)
$4,500.00 • Classroom (5 days)