Run an Existing Query


In this topic you will learn how to Run an Existing Query.


Steps:

  1. Predefined queries are called Public queries in PeopleSoft. In this example you will search and run a public query.

    Step 1

  2. Click the Main Menu button.

    Step 2

  3. Point to the Reporting Tools menu.

    Step 3

  4. Point to the Query menu.

    Step 4

  5. Click the Query Manager menu.

    Step 5

  6. When the Query Manager is opened, it defaults to the Find an Existing Query page. The end-user may view existing queries utilizing one of the following methods:

     

    1. Click the Search button to view a list of all existing queries. The end-user's private queries will display at the top of the list. Private queries will be covered in the Create a New Query section; or

     

    2. Enter the appropriate search criteria (query name) into the Search By field. The end-user must enter all or part of the query name. Use the % (percent sign) to act as a wildcard when searching.

    Step 6

  7. In this example you will search for a query by entering part of the query name into the search field.

     

    Enter the desired information into the Search By field. Enter "LSU_B".

    Step 7

  8. Click the Search button.

    Step 8

  9. In PeopleSoft 9.1 there are two  ways to view query results:

     

    HTML - will open a separate window within the PeopleSoft application to display query results. The HTML method does not allows the user to edit the results, however, queries should be run to HTML first and then downloaded to Excel. All retrieved results may be viewed in HTML. Excel does have a limit on the number of rows retrieved, so a large number of results may not all display in Excel.

     

    Excel - the query results will display as a web page in Excel within the PeopleSoft application. The data may be sorted, filtered etc. in this format, and you may save the data as an Excel file.

    Step 9

  10. Run the query to HTML.

     

    Click the HTML link.

    Step 10

  11. Click the Look up Business Unit (Alt+5) button.

    Step 11

  12. Click the LSUSH link.

    Step 12

  13. Click the View Results button.

    Step 13

  14. A new window displays the query results.

     

    Running to HTML gives users the opportunity to verify accuracy of the results before continuing. You may download your results to Excel from the HTML spreadsheet by clicking on the Excel Spreadsheet link.

    Step 14

  15. Click the Close Tab (Ctrl+W) button.

    Step 15

  16. Run the query directly to Excel.

     

    Click the Excel link.

    Step 16

  17. Enter the desired information into the Business Unit field. Enter

     a valid value
     e.g.
     "LSUSH"
    .

    Step 17

  18. Click the View Results button.

    Step 18

  19. The query results display in a excel file.

    Step 19

This completes Run an Existing Query.

Table of Contents  Start Topic