Pursuitrak PROPT 20 User Manual

This Query Manager manual has been updated as of 4-26-10.Changes include:• Steps for adding a prompt (p. 20-21)• Logical operator clarication (p. 2

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 5Locating Queries: Advanced SearchAn advanced search allows use

6 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Search ResultsOnce a search is performed, the resulting

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 7Query Output OptionsRUN TO HTMLWhen <Run to HTML> is cli

8 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Editing an Existing QueryNavigate to: Reporting Tools &

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 9“Save As” Queries Original information will default in Update

10 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Fields Pagee Fields page identifies the fields that wil

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 11Fields Page (cont.)XLAT e table being queried may include fi

12 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Fields Page: Edit FunctionA. HEADING SECTIONDetermines

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 13Min (Minimum) Checks the value from each row and returns on

14 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Fields Page: AggregateAggregate calculations will be p

Query ManagerTraining ServicesOrganizational [email protected]/ohr/trainingservicesReference Manual 4-26-10

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 15Fields Page: Reorder/Sort FieldsTo change the order in which

16 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Query Pagee Query page shows what records are being u

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 17Query Page (cont.)Check All Fields Click to select all fields

18 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Expressions PageIn Query Manager, expressions can be u

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 19Expressions Page (cont.)To add an expression, click <Add E

20 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Prompts PageAdding a prompt allows a query to be furth

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 21Prompts Page (cont.)Prompts can also be added from the Query

22 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Prompts Page (cont.)Decimals Defines the number of dec

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 23Criteria PageBecause databases store data in records, each in

24 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Criteria Page (cont.)Criteria that identify a field in

QUERY MANAGERReference ManualFirst printing 10-16-09Revised 10-19-09, 4-26-10e University of Minnesota is committed to the policy that all persons sh

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 25Criteria Page (cont.)Logical Represents how criteria rows wi

26 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Add Criteria Criteria is a specific combination of valu

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 27Add Criteria (cont.)C D ECONDITION TYPE EXPRESSION 2 TYPE (O

28 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Add Criteria (cont.)CONDITION TYPESbetween/ e value

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 29TO ADD CRITERIAFrom the Query or Field tab:1. Click the filte

30 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference is feature would be used in situations where a calcul

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 31e View SQL screen shows the query in sentence-like structure

32 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Field Name Field DescriptionSave As Save changes to

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 33Query Options (cont.)• Last Updated Date/Time Date that the

34 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference When a query is run, the system looks at all the rows

Table of ContentsOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 35Link Name Link DescriptionView All View all rows returned.R

36 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Query Manager enables queries with multiple-record joi

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 37ADVANCED SEARCHe advanced search allows greater search flexib

38 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Before adding a record, it is a best practice to revie

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 39Once a record is identified and selected, a prompt will displa

40 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Example of data contained in two records and how the r

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 41AUTO JOIN CRITERIAWhen a join and record are selected, the au

42 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference CREATING A NEW QUERY In many situations, existing quer

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 43Step-by-Step Directions for PeopleSoft Query (cont.)To create

44 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference QUERY WITH TWO (OR MORE) RECORDS. 1. Find the record

Understanding Query Results: UM Data Dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Organizing Queries

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 45Saving a New QueryOnce a query is defined (or partially defined

46 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Query Type Leave as default.Owner “Private” will be

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 47Understanding Query Results: UM Data DictionaryIn many situat

48 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Field Name Field DescriptionRecord Record name.Field

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 49Organizing Queries: Copying a Query to Another User e Query

50 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Organizing queries in folders can facilitate easier ac

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 51Renaming QueriesTo change the name of a private query, search

52 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference In many situations, it is helpful to schedule the quer

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 53Identifying the Query scheduleRUN CONTROLWhen defining a sched

54 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference SELECTING PROCESS REQUESTSe Process Scheduler Request

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 1OverviewWhen a transaction is entered in the system, the data

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 55Select Scheduling OptionsDescription Identifies a process or

56 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Note: An output format that is selected for a job at

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 57Process Monitore Process Monitor can be used to view the sta

58 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference A process request enables you to submit a job or proce

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 59Viewing Output in Report ManagerSelect Reporting Tools> Re

2 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference ValidationValidation is the process that ensures entere

Query Manager — Reference Training Services, Organizational Effectiveness | 4-26-10 3Locating Queries: Basic Searchere are thousands of existing q

4 Training Services, Organizational Effectiveness | 4-26-10 Query Manager — Reference Locating Queries: Basic Search (cont.)Owner Public or