Basic Query for Financials
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Basic Query for Financials
Query for Financials
1/18/2011 Page 2
Log into PeopleSoft Financials:
Open browser
Go to: https://cubsfs.clemson.edu/psp/fpprd/?cmd=login
Enter your Novell ID and Password
Click Sign In
Navigation into Query Tools:
Select Reporting Tools then follow directions below or Select Query in the Menu and go directly
to Query
Query
Query Manager or Query Viewer
Query Manager – Used to view the definition
of an existing query, edit an existing query,
run an existing query, or to create a new query.
Query Viewer – Used to view/run an existing
query
OR
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Query Viewer
To search for an existing query – type partial or entire name of query – click search
Query view only allows a user to run an existing query either to HTML or Excel. A user cannot
edit or create queries in this application.
Query Manager
Query Manager allows a user to run an existing query, edit an existing query, or create a new
query. To search for a query, type all or part of the query name and click search.
If modifications are needed, click Name of Query to open and make changes prior to running the
query. If no edits are needed, click Run to HTML (to run query in PeopleSoft) or Run to Excel (to
run query straight to Excel).
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Create a New Query in Query Manager
Query
Click on “Create New Query” link
Enter the entire record name or partial name
Click the search button
In the record name list, Click on “Show Fields” to view all fields in that record OR click on “Add
Record” to select the record.
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When “Show Fields” is selected, a list of fields appears. You can click on the “Description”
column header to sort the list alphabetically. When finished viewing the list of fields, scroll to
the bottom of page and click “Return”
Notice when record is selected, you will automatically move to the “Query Tab” across the top.
When a record is selected, the system automatically assigns a letter prior to the record name.
Click this icon to sort the fields
alphabetically
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The fields in each record appear with checkboxes. Click the checkbox beside each field name to
select the field to be included in the query. You can click “Check All” button to include all fields
in your query or “Uncheck All” button to deselect all fields.
Editing Fields
Selected fields can be viewed by clicking the Fields tab.
Col – shows which column the field will appear in the results window. Ex: 1 = column 1 in the
results; 2 = column 2 in the results, etc.
Record.Fieldname – Shows which record a field was selected from for the query and the field
name.
Format – Type of field (character, numeric, date, etc).
Ord – The sort order of the fields
XLAT – Translate Table Value
Agg – Aggregate field (for numbers)
Heading Text – The title of the column in the results
Add Criteria – Click on this icon to add criteria to the query
Edit – Edit button to edit the field’s properties
Delete – Delete button to delete the field from the query
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Click Reorder/Sort button, which brings up the Edit Field Ordering box below that allows you to
reorder the columns and change or select the order of all fields at one time. Make the
necessary changes and click OK
Click the “Edit” button at the end of the row, which brings up the Edit Field Properties box
below. Click OK when changes are completed.
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Adding Criteria
To add Criteria to a field, click the “Add Criteria” Icon
Expression 1 Type – This is where you specify what you are comparing.
Field – Compares to a field within the records in the query.
Expression – Compares to an expression that you have created in the query.
Expression 1 – This is where you select the field or expression you want to compare.
Condition Type – This is where you correlate between Expression 1 and Expression 2.
Expression 2 Type – This is where you specify what Expression 1 is being compared to.
Expression 2 – This is where you enter the field, expression, constant, or prompt.
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Save the query
Click on the Save As button at the bottom left corner of the screen
Enter a name for the query
Enter a description if needed
The Query type should be User
The Owner can be Private or Public
Private – Only you as the creator can see the query
Public – Anyone can see, edit, or run the query
Click OK
Criteria can be viewed by
selecting the Criteria tab.
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When applying Condition Types to Criteria, the following information should be helpful:
Condition Type Expression 2 Description of Condition Type
Equal to Constant Finds rows of data with a value that matches the constant in
Expression 2
Not equal to Constant Finds rows of data without the value that matches the constant in
Expression 2
Greater than Constant Finds rows of data with a value greater than the constant in
Expression 2
Not greater than Constant Finds rows of data not greater than the constant in Expression 2
Less than Constant Finds rows of data less than the constant in Expression 2
Not less than Constant Finds rows of data not less than the constant in Expression 2
Like (% and _
wildcards)
Constant Finds rows of data that match specific specified data
Not like (% and _
wildcards)
Constant Finds rows of data that does not match specific specified data
In list In List Finds rows of data in a specified list of data
Not in list In List Finds rows of data in a specified list of data
Between Constant –
Constant
Finds rows of data between 2 specified constants
Not between Constant –
Constant
Finds rows of data not found between 2 specified constants
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Click on the Run tab to run the query and view results
Results are displayed. You can rerun query by clicking Rerun Query or run query results to Excel
by clicking Download to Excel.
Add a Prompt
Click on the prompts tab
Click Add Prompt
Click the magnifying glass under Field Name to search for a field
Use magnifying glass to
search for a field
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Add a Prompt (Continued)
Enter the name of the field
Click Search
Select the appropriate field
Click OK
Add criteria, using same field used for prompt and select Prompt for Expression 2 Type
Select the magnifying glass in Expression 2 to add the prompt
Click OK
Select appropriate field
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Add a Prompt (Continued)
Select the appropriate prompt
Click OK
Run a Query with Prompt
When you are ready to run your query click on the Run tab
When prompted, enter appropriate information and click OK
Join a Record
Click on the Records tab
Enter a record name or partial record name
Click on Search
Select prompt to use
Prompt has been added
When prompted, enter necessary
information
wW
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Join a Record (continued)
Click join record next to the appropriate record
Select “Join to filter and get additional fields (Standard Join)”
Select the record to join with
Select “Add Criteria"
Click Search
Enter record name or
partial record name
Click Join Record
Select appropriate record to
join with
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Join a Record (continued)
After joining the records you will automatically move to the “Query Tab” across the top. You
can select additional fields to be in your query.
Useful Queries: Budgets CU88_REV_BUD_BALANCE – Shows Budget, Revenues, and Balance CU88_BUDGET_BALANCE – Shows Budget, Expenditures, and Balance CU88_FUND_BALANCE – Shows Fund Balance Info from the ledger CU_BUDGET_BALANCE_DEPTID_FY – Shows Budget, Expenditures, and Balance for a Deptid by Year CU88_PROJ_BUDGET_BALANCE – Shows Budget, Expenditures, and Balance for Project by FY Actuals CU88_CHARTFIELD_STRING_DRILL – Actuals FY 2006 to Current ARC_CHARTFIELD_STRING_DRILL – Actuals Prior to FY 2006 CU88_CHARTFIELD_STRING_BALANCE – Shows Chartfield Balance Info in the Ledger AP/PO CU_PO_ENC_VCHR_VNDR – Shows Enc., change orders and vouchers against a PO CU88_REQ_STATUS_PROC – Shows Requisition approval, buyer, BCM status, etc. CU88_VOUCHER_BUD_ERRORS – Shows Voucher Budget Check Errors by Business Unit CU88_VOUCHER_STATUS – Shows if the voucher has been deleted, closed, paid, etc. CU88_CHECK_INQUIRY – Shows check information based on check number
New record appears
after it is joined
Select additional fields
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Common Records:
Budgets LEDGER_KK
Actuals Ledger
Budget Journals KK_BUDGET_HDR KK_BUDGET_LN
Journals JRNL_HEADER JRNL_LN
Vouchers VOUCHER VOUCHER LINE DRISTRIB_LINE VCHR_ACCTG_LINE
Payments PAYMENT_TBL PYMNT_VCHR_XREF Deposits DEPOSIT_CONTROL
Invoices BI_HDR BI_LINE BI_LINE_DST BI_LINE_DST_AR BI_ACCT_ENTRY
PAYMENT PAYMENT_ID_ITEM
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