peoplesoft connected & composite query...connected query & composite query are add-on...

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SpearMC Consulting – Steve Kelly

7/16/2019

PeopleSoft Connected & Composite Query

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About SpearMC and Your Presenter

What is Connected and Composite Query?

Steps to Build a Connected and Composite Query

Agenda

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About SpearMC

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Founded in 2004, SpearMC specializes in:

▪ PeopleSoft FSCM, HCM, SCM, Grants Healthcare Research

▪ PeopleSoft Hosting on Oracle Cloud Infrastructure

▪ PeopleSoft & Tools Training

▪ Testing as a Service

▪ PeopleSoft Reseller since 2008

▪ PTF and Test Automation

▪ Oracle Hyperion and PBCS

▪ Oracle Business Intelligence

▪ PeopleSoft Managed Services

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About SpearMC

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• Powerful PeopleSoft Composite & Connected Query Session ID: 100160Date: Tuesday, July 16Time: 3:30 PM–4:30 PM

• Migrating PeopleSoft to Oracle Cloud InfrastructureSession ID: 100140Date: Wednesday, July 17Time: 1:30 PM–2:30 PM

• Extending PeopleSoft WorkCentersSession ID: 100150Date: Wednesday, July 17Time: 4:30 PM–5:30 PM

• Successful roll-out of Fluid, Mobile Security and ElasticSearch at Hackensack Meridian Healthcare

Session ID: 100170Date: Wednesday, July 17Time: 4:30 PM–5:30 PM

• Integris Health stays current on PeopleSoft through regular PUM Evaluation and Testing Session ID: 100110Date: Thursday, July 18Time: 8:00 AM–9:00 AM

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SpearMC Sessions at RECONNECT 19

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Our History

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Your Presenter

Stephen Kelly, MBA

Managing Director

[email protected]

866-SPEARMC

www.SpearMC.com

• Big-4 Formation in business process design and enterprise systems design/development

• Followed by 23 years of focus on implementing Oracle PeopleSoft FSCM

• PeopleSoft Financials Process, Analytics and Reporting Expert

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What is Connected & Composite Query

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What is Connected & Composite Query?

❑Connected Query & Composite Query are add-on PeopleSoft Query Reporting Tools

❑Provide additional functionality as an addition to existing PS Query Tool

▪ Connected Query (added in 2009 tools 8.50 )– Connected Query Manager– Connected Query Wizard– Connected Query Viewer– Connected Query Scheduler

▪ Composite Query (added in 2014 tools 8.54)– Composite Query Manager

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Both are Reporting Tools that use other Queries as its data sets (records)▪ AKA……A Query made from multiple Queries

Connected Query ▪ XML file used by XML Report Writing tools such as BI Publisher

▪ Can open XML in Excel

Composite Query ▪ Same as connected query……you create a query from multiple Queries

▪ Can download results to XML, HTML or Excel

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❑A parent query can nest multiple levels of child queries and any child query can have multiple sibling queries within a hierarchy. ▪ No limits exist for levels, but typical use

involves a single parent-child relationship or a few levels of nesting.

L2-Child 1

Parent (1)

L3 - Child 1

L2-Child 2

L2-Child n..

L3 - Child m..

L3 - Child 1

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❑Why are they helpful to end users?

▪ Simplifies process of creating complex Queries

by enabling the user to create a few simple

Queries and combining the results.

▪ Avoid complicated queries with multiple

equal, outer joins, and grouping conditions.

▪ Ability to accurately Aggregate fields (Sum,

Count, Avg etc.)

▪ More power in the hands of the functional

user. Avoid the need to involve programmers

to create PeopleSoft record Views.

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Connected Query

❑Connected Query returns a hierarchical XML data set in which

data returned by child queries is filtered by the results of its

immediate parent query.

▪ All Data from the Parent Query is returned.

• Left outer join only between a Parent Query and Child Query

❑Results only include data from the child query if there is a related

row in its parent query.

❑Cannot create filters and Expressions when creating a connected

Query. All filters and expressions must be in Child Query

❑Cannot Aggregate (Sum, Avg, Count Results)

❑Prompts can be used, but must reside in the Child Queries

❑Cannot download/copy SQL

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Composite Query

❑Can download to HTML, XML or Excel

❑Can create right Inner Joins and left Outer Joins

with Parent and Child Queries

❑Can create filters and expressions when creating

the composite Query

❑Can aggregate (Sum, Count, Avg) results

❑Can create prompts within the Composite Query

▪ Can’t have prompts in the Child Queries

❑Cannot schedule Composite Queries

❑Can download / copy SQL code

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Steps to Build a Composite Query

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Composite Query Building Blocks

❑Supplier Analysis Report▪ Shows a summary of Spend, Avg PO $ and Percent of Total

▪ Includes the following Fields

• List of Active Suppliers and Count of POs (Parent Query)

• Total $ Spend (Child Query 1)

• Avg. $ Per Pos (Expression)

• Percent of Total $ (Child Query 2 + Expression)

Suppliers (Parent Query)

Supplier ID

Supplier Name

Supplier Spend $(Child Query 1)

Supplier ID

$ Spend

Total PO Spend $(Child Query 2)

Grand Total Spend $

Count of POs

Supplier NameSupplier ID PO Count % of TotalGT Spend $

SpearMC12345 4 $50,000 .$100,000

Staples45623 10

50%

$100,000

$ Spend Avg $ / PO

$25,000

$12,500

$2,500

$15,000

$10,000

Amazon34567 5

CDW78654 2

$3,000

$5,000

$100,000

$100,000

25%

15%

10%

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Composite Query Building Blocks❑Create Parent Query 1 – Use PS Query

▪ Includes List of All Suppliers and Count of their POs

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Composite Query Building Blocks❑Create Parent Query 1 – Use PS Query

▪ Includes List of All Suppliers and Count of their POs

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❑Create Child Query 1 – Use PS Query▪ Includes Supplier ID and Total $ Spend

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❑Create Child Query 1 – Use PS Query (continued)▪ Important Note: When you create child Query 1, it is required that the fields that will be used to

join the child query to the parent query have a different field name. In this example, the VENDOR_ID field in the parent is being joined to the VENDOR_ID field in child query. Change the field name in the child query to another name such as VENDOR_ID_COUNT.

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❑Create a new Composite Query

❑Navigate to: Reporting Tools > Composite Query > Composite Query Manager

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❑Add the two Queries created prior into the new composite Query

❑Select the fields from each query which will join them together

❑Select “inner join” (also available “left outer join”)

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❑Select fields to include in the query Results

❑Change the sort order

❑Save the Query and run the query to see the results (see next page)

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❑Query Results are displayed

❑Note that the maximum rows fetched field can be set

❑Query can also be downloaded to XML by clicking the Download link

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Supplier ID

Supplier Name


Supplier ID

$ Spend


Grand Total Spend $

Count of POs


SpearMC12345 4 $50,000 .$100,000

Staples45623 10

50%

$100,000

$ Spend Avg $ / PO

$25,000

$12,500

$2,500

$15,000

$10,000

Amazon34567 5

CDW78654 2

$3,000

$5,000

$100,000

$100,000

25%

15%

10%

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Composite Query Building Blocks❑Click the Return button at the bottom of

the page.

❑Now an expression will be created and added to the query as a new column to capture average spend per PO

❑Copy the two field names to notepad or a Word document.

❑Click the ‘Add Expression’ Menu item under the Actions tab.

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❑Set the Expression Type to ‘Signed Number’

❑Length = 15 and Decimals = 2

❑Copy and paste the field names from the NotePad and put a ‘/’ between them…

▪ The field will divide the Total Merchandise $ by the PO Count. New field will be Avg. $ Per PO

❑Click OK

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❑Click the Menu Icon and select ‘Add Field’

❑Once you add the field you can change the Heading to “Average PO $” by clicking on the Actions button

❑Click Save

❑Click the process icon and select ‘Run / Preview’

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❑The new results are displayed with the new column for ‘Average PO $’

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Supplier ID

Supplier Name


Supplier ID

$ Spend


Grand Total Spend $

Count of POs


SpearMC12345 4 $50,000 .$100,000

Staples45623 10

50%

$100,000

$ Spend Avg $ / PO

$25,000

$12,500

$2,500

$15,000

$10,000

Amazon34567 5

CDW78654 2

$3,000

$5,000

$100,000

$100,000

25%

15%

10%

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❑Now we will create a new Column in the composite query results which calculates a percent of total

❑Navigate back to the Query Manager and modify the Vendors query (CXP_01_VENDORS) created in the first step and click the ‘Edit’ Link

❑Select the ‘SETID’ Field and Save the Query with same name

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❑Navigate to the Vendor Spend Query (CXP_02_VENDOR_SPEND) created earlier and click the ‘Edit’ Link

❑Click ‘Save As’ link

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❑Give the query a new name... as shown below and Click OK.

❑Remove the Vendor ID field.

❑Click on the Expressions Tab.

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❑Click the ‘Add Expression Button’

❑Create the expression as shown below. ‘SHARE’ (this is required to enable a join between the child query and the parent query)

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❑Click ‘Save’ Button

❑Click on the ‘Use as Field’ link

❑Go to Fields tab and change the field name to SETIDTOTAL

❑Run the Query

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❑The new field is in the Query Results.

❑Navigate back to the composite Query.

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❑Select the ‘Add Query’ link (under Actions)

❑Add the ‘Vendor Spend Grand Total Query’

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❑Enter the Query Alias and the join properties as shown on right. Click OK

❑Set the Join Conditions as shown

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❑Add the Merchandise Amount field from the Vendor Spend Total Query

❑Change the heading to Grand Total

❑Save and run the Query

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❑The new Grand total Column is shown below

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Supplier ID

Supplier Name


Supplier ID

$ Spend


Grand Total Spend $

Count of POs


SpearMC12345 4 $50,000 .$100,000

Staples45623 10

50%

$100,000

$ Spend Avg $ / PO

$25,000

$12,500

$2,500

$15,000

$10,000

Amazon34567 5

CDW78654 2

$3,000

$5,000

$100,000

$100,000

25%

15%

10%

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❑Go back to query details

❑Copy and Paste the Merchandise Total and Grand Total Field names into Note pad or Word doc.

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❑Click the ‘Add Expression’ link under the Actions menu

❑Enter the expression details as show below: (VENDOR_SPEND."C.MERCHANDISE_AMT"/VENDOR_SPEND_GTOTAL."C.MERCHANDISE_AMT")*100

❑Click OK

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❑Click to the ‘Add Field’ link to add the expression as a field in the query

❑The new Expression is now added to the Query as a new field.

❑Change the heading to % of Total

❑Click the Save button and then run the query.

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❑The new column for ‘percent of total’ is now shown.

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Supplier ID

Supplier Name


Supplier ID

$ Spend


Grand Total Spend $

Count of POs


SpearMC12345 4 $50,000 .$100,000

Staples45623 10

50%

$100,000

$ Spend Avg $ / PO

$25,000

$12,500

$2,500

$15,000

$10,000

Amazon34567 5

CDW78654 2

$3,000

$5,000

$100,000

$100,000

25%

15%

10%

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Steps to Build a Connected Query

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Connected Query Building Blocks

❑Vendor Activity Report

▪ Shows a summary of Purchase and Payment activity for a companies suppliers.

▪ Includes the following Fields– List of Active Suppliers with PO Activity

(Parent Query)

▪ Total PO $ (sum)

▪ Number of PO’s issued (Count)

▪ Paid Invoice $ Amount

▪ Number of Invoices

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Supplier ID

Supplier Name

Sum of PO $

Supplier ID

Count of Pos

Supplier ID

Sum Paid Inv $

Count of Inv.

Parent Query 1

Child Query 2

Child Query 3

Supplier ID Supplier Name PO $ PO Count Paid Inv $ Inv Count

12345 SpearMC $125,000 4 $25,000 6

45623 Staples #23,250 1 $5,460 10

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❑Create Your Parent and Child Queries in PeopleSoft Query Manager.

▪ In this example 1 parent and 2 child queries were created.

▪ Make sure to save each of them as either all public or all private.

▪ Each Query must have one or more fields in common with it’s parent query. This field is used to join the parent and child queries.

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❑Create Child Query 1 in PeopleSoft Query Manager

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❑Create Child Query 2 in PeopleSoft Query Manager

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❑From the Connected Query Manager page, select ‘Add New Value’

❑Enter a Query Name and Description

❑Click to make the Connected Query is Public

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Connected Query Building Blocks❑Click on the lookup icon to

choose a parent Query.

▪ Note this is the query you created in Query Manager as your ‘Parent Query’

❑After you select the parent Query, click on the open Query Icon as shown below

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❑The Parent Query is displayed. Click the run tab to see the values that will be included in your results from the parent query.

▪ Note the parent Query cannot be updated from this view.

❑Choose the ‘Insert Child Query’ icon

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❑Choose a Query to be inserted as a child to the parent.

▪ This query was previously created using Query manager

❑The Child Query is now shown below the parent Query

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❑Select the ‘Open Query’ icon next to the child query.

▪ The fields displayed will be included in the connected query results.

❑Note: Only rows in the child query that match the Vendor ID field in the parent Query will be shown.

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❑Select the ‘Related Fields’ Icon

❑Choose the field(s) from the Parent and Child Query which link the two Queries together

❑Click the Map Fields Button

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❑Click the ‘Insert Sibling’ Icon

❑Choose a query to be inserted as the 2nd Child Query

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❑As with the prior child, select the ‘Related fields’ icon by the newly added query

❑Choose the fields to map from the parent and child queries

❑Click the ‘Map Fields’ button

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❑The Parent and Child Fields are shown as matched by ‘Vendor ID’

❑Click on the Preview XML Button. The Data results will be shown in XML Hierarchical format.

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❑Change the Query Status to ‘Active’ so that the Query is available in the Connected Query Viewer

❑Save the Query

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❑From the Connected Query viewer menu option, choose the ‘Run to Window’ URL.

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❑Click on the Details URL to retrieve the XML Results from the Connected Query

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❑The XML File can be saved and opened by any XML viewer such as Word or Excel to validate the results

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❑XML – Connected Query Results Opened in Excel

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❑Parent Query

❑Child Query

❑Sibling Query

❑Public Connected Query

▪ A parent query in a connected query is a query

that has one or many child queries. The top level

query in a connected query is the parent query.

▪ A child query in a connected query is a query

that has a single parent query. A child query can

also serve as a parent query if it has one or more

child queries in the Connected Query definition.

A child query can have one or more sibling

queries.

▪ A sibling query in a connected query is a child

query that shares a parent with another child

query.

▪ Public connected query is a query that can be

used by all users.

▪ Note: Public connected queries cannot include

any private query.

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Questions?

[email protected]

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Please complete a session evaluation

Session ID: 100160

Contact Info:

[email protected]

Office: 866-SPEARMC

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peoplesoft connected & composite query...connected query & composite query are add-on...

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