PeopleSoft Query Reporting Tools



Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Sep 12, 202209:0005:00EDTToronto - In Class or by Video Conference3$3,600 USDPurchase
Nov 7, 202209:0005:00ESTToronto - In Class or by Video Conference3$3,600 USDPurchase

PeopleSoft Query Reporting Tools

Description: This PeopleSoft Query Reporting Tools training teaches you how to design and run query reports using PeopleSoft Query, Composite Query, and Connected Query in a PeopleTools environment. You learn how to create queries, filter and refine output, run and download query data to popular output formats, and more.
Applies to 8.57

Duration: 3 Days

Learn to:

  • Filter output with criteria and runtime prompts.
  • Work with multiple tables and summary calculations.
  • Perform PeopleSoft Query administrative tasks.
  • Create expressions, drilling URLs, standard joins and left outer joins.
  • Use aggregate functions, subqueries, and unions.
  • Run and download query data to popular output formats, including HTML, Microsoft Excel, XML, and CSV formats.
  • Schedule queries to run at specified times.

Course Objectives:

  • Perform PeopleSoft Query administrative tasks
  • Create expressions
  • Use drilling URLs
  • Implement standard joins
  • Work with unions
  • Use subqueries
  • Perform left outer joins
  • Use Composite Query
  • Use Connected Query
  • Describe query reporting
  • Create simple queries
  • Filter output with criteria and runtime prompts
  • Work with multiple tables


  • Developer
  • End User
  • Manager
  • Those on 8.54, 8.55 and 8.56 can also benefit from taking this class.


  • PeopleSoft PeopleTools I
  • PeopleSoft PeopleTools II
  • Programming experience, preferably in an object-oriented language.
  • Working knowledge of the PeopleTools development environment.

Suggested Prerequisites:

  • Experience developing PeopleSoft applications.


Working with PeopleSoft Query

  • PeopleSoft Query
  • Uses of the Query Manager Search Page
  • Searching for Existing Queries
  • Organizing and Managing Queries
  • Ordering and Sorting Column Data
  • Running Queries
  • Viewing Objects that use a PeopleSoft Query as a Data Source

Creating a Simple Query

  • Creating Simple Queries
  • Editing Field Properties
  • Removing Duplicate Data

Filtering Output with Criteria

  • Adding Criteria to Queries
  • Adding Criteria Using Commonly Used Condition Types
  • Using Multiple Criteria Statements
  • Using the Effective Date Field in Criteria

Filtering Output with Runtime Prompts

  • Creating Runtime Prompts
  • Creating Multiple Runtime Prompts

Working with Multiple Tables

  • The Purpose of Joins
  • Using Record-Hierarchy and Related-Record Joins

Using Summary Calculations

  • Aggregate Functions and Having Criteria
  • Using Predefined Aggregate Functions
  • Using the Having Criteria

Performing PeopleSoft Query Administrative Tasks

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

Creating 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

  • Query URL Widgets
  • Component URL Widgets
  • External URL Widgets
  • Freeform URL Widgets
  • Image URL Widgets
  • REST URL Widgets
  • Running Queries that Have Drilling URLs Defined
  • Scheduling Queries that Have Drilling URLs Defined

Implementing Standard Joins

  • Standard Joins
  • PeopleSoft Auto-Join

Using Subqueries

  • Subqueries
  • Creating a Single-Value Subquery
  • Creating an In-List or Not-In-List Subquery
  • Creating an Exists or Does-Not-Exist Subquery

Working with Unions

  • Unions
  • Using Literals as Placeholder Fields
  • Creating Unions
  • Viewing Union SQL

Performing Left Outer Joins

  • Joins
  • Creating Left Outer Joins

Using Composite Query

  • Composite Query
  • Creating Composite Queries
  • Editing, Copying and Deleting Composite Queries
  • Adding Additional Base Queries to Composite Queries
  • Adding Filtering Criteria to Composite Queries
  • Adding Runtime Prompts to Composite Queries
  • Adding Drilling URLs to Composite Queries

Using Connected Query

  • Using Connected Query Quick Start
  • Using Connected Query Manager
  • Using Connected Query Viewer
  • Using Connected Query Scheduler
  • Opening Connected Query Output in Microsoft Excel
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