panthersoft financials queries
DESCRIPTION
PantherSoft Financials Queries. Agenda. Information about Running an Existing Query Websites Resources UPK Call Center What Data are you looking for? Relational Databases Defined Example Finding the Data Finding the Existing Data/Data Table Navigation Demo Tables to Know. - PowerPoint PPT PresentationTRANSCRIPT
Agenda
Office of the Controller
Information about Running an Existing Query• Websites Resources UPK
• Call Center
What Data are you looking for? Relational Databases
• Defined
• Example
Finding the Data• Finding the Existing Data/Data Table
Navigation• Demo
Tables to Know
Resources for Query Help
Training Manuals and Guides are on-line at:http://panthersoft.fiu.edu/faculty_financials_training.html
Call 7-7200 Financial Systems and Support Services Help Desk
Office of the Controller
A RELATIONAL DATABASE matches data by using common characteristics found within the data set.
The resulting groups of data are organized, and are much easier for many people to understand.
Office of the Controller
Relational Database
Office of the Controller
Table 1 Table 2
What information do you want?
INNER JOIN
An INNER JOIN is the most common join operation used in applications and can be regarded as the default join-type. Inner join creates a new result table by combining column values of two or more tables based upon the join-predicate , otherwise known as the parameters that identify the information you are looking for. The query compares each row of Table 1 with each row of Table 2 to find all pairs of rows which satisfy the join-predicate.
SpeedType Key TableDepartme
nt IDSite Fund
Program Code
Activity Nbr
100300000 01 210 61100302000
2
110410000 01 064 00110410000
2
123530000 01 210 40123532000
1
SAMPLE TABLES
Office of the Controller
Department ID Table Employee ID TableDepartme
nt IDDepartment Name
Manager ID
Employee ID
Employee Name
100300000 General Counsel Admin
1590030 1590030 Jones, Jane
110400101 Controller's Office 1509002 1509002 Smith, John123530000 Summer Orientation 1508990 1508990 Garcia, Jose
202034000 Economics Department
1508986 1508986 Thomas, Samuel
Field Name
How do you want to viewthe information
Visualize the order of the table. Organize the information the way it makes more sense to connect and easily read.
Rename field names so they are clear to all who need to read the report by editing the Heading from PS to Text.
If the field contains a code such as “Y” or “N” it may not be necessary to change the Translate Value field to a word, however if it is a “C” or “P” (cancel, close, complete, pending, processed or paid), you may wish to identify the code.
Most if not all fields can be aggregated by Sum, Count, Minimum, Maximum or Average
Draw the Picture…Then pull the information to fit your vision
Office of the Controller
Dept IDActivity
NbrSite Fund
Program Code
Department Name
Manager ID
Employee Name
100300000
1003020002
01 210 61General Counsel Admin
1590030 Jones, Jane
110401000
1104100002
01 064 00Controller's Office
1509002 Smith, John
123530000
1235320001
01 210 40Transfer & Transition Srvc
1508990 Garcia, Jose
202034000
2023420001
01 210 11Economics Department
1508986Thomas, Samuel
New Table Results
Office of the Controller
Looking for the Data
Find where the data is stored in PantherSoft
Know what data you would like to associate to the information you are looking for
Remember: The less you filter the more information you get back from the system
Office of the Controller
Identify the Data you wish to display and how you wish to
display it
View all the Fields first before you display them in any report
Select the data you would like to associate to the information you are looking for
Re-arrange the columns so that on the report they are easily read and associated to each other
If necessary sort the data for chronologyOffice of the
Controller
Office of the Controller
Navigation – Saving Query
Save the Query as private until you are ready to make it public.When you are ready to publish this query for public use, contact the
Financial Systems and Support Services Business Analysts at 77200.
Office of the Controller
Advanced Features – Looking for a Value in a List
No limit on the number of values you can enter
No limit on the number of lists you can have in the query
Limit on the number of values you can see at a time
Limit on the run time of the query
If you use the incorrect values, the query will bomb
SpeedType Key TableDepartme
nt IDSite Fund
Program Code
Activity Nbr
100300000 01 210 61100302000
2
110410000 01 064 00110410000
2
123530000 01 210 40123532000
1
SAMPLE TABLES DEMO
Office of the Controller
Department ID Table Employee ID TableDepartme
nt IDDepartment Name
Manager ID
Employee ID
Employee Name
100300000 General Counsel Admin
1590030 1590030 Jones, Jane
110400101 Controller's Office 1509002 1509002 Smith, John
123530000 Summer Orientation 1508990 1508990 Garcia, Jose
DEPT_TBLPERSONAL_DA
TA
SPEEDTYP_TBLLink these three tables to
obtain a report.
New Table Results
Office of the Controller
Dept IDActivity
NbrSite Fund
Program Code
Department Name
Manager ID
Employee Name
100300000
1003020002
01 210 61General Counsel Admin
1590030 Jones, Jane
110401000
1104100002
01 064 00 Controller's Office 1509002 Smith, John
123530000
1235320001
01 210 40Transfer & Transition Srvc
1508990 Garcia, Jose
Office of the Controller
Demo
Look for all Tables containing:TRAVEL
ACCOUNTS PAYABLE
CREDIT CARD
Table Contains
TAUTH VCHR CARD
DataEquals
TA 46405 V 13000USER
1147750
DemoRecreate these Queries:
Commodity Card: List all Card Holders, Dept/Activity and Names
CC_CARD_DATA PERSONAL_DATA
Travel: Is TA linked to ER? FIU_ASSOCIATED_TRAVELAUTH
EX_TAUTH_HDR EX_SHEET_HDR
Office of the Controller
Accounts Payable: AP Vouchers not Posted FIU_FSSS_AP_VCHRS_NOTPOSTED
VOUCHER