Exercise: Modify GL Query Exercise (Easy to moderate)

This exercise will help you learn the functions of the PS query by modifying an existing query. You need Query Manager access.

Instructions 

This exercise will help you learn the functions of the PS query by modifying an existing query. You need Query Manager access.

Please use the query in PeopleSoft Finanacials - FNPRD, UMS_DTS_REVENUE_EXPENSE, and do these 10 exercises.

Exercise

1. Log int to_REVENUE_EXPENSE. Click “Edit”.DTS_UMS and search the query, MaineStreet FNPRD
2. Save the query as “UMS_DTS_REVENUE_EXPENSE_TEST” (as private)
3. Delete “BUSINESS_UNIT” field
4. Change the column name: “FUND_CODE” to “Fund”
5. Change the order of the column: Move FISCAL_YEAR to be the last column
6. Add new criteria: FUND_CODE=’00’
7. Add criteria for aggregated field: “BUDGET_BALANCE” is greater than 0
8. Add prompt for “CLASS_FLD”
9. Run the query
10. Delete the query you just created.
    

Answer Key:

1. Running Reports with Query Viewer & Query Manager

2. Saving & Organizing Queries

3. Editing Queries - Delete a Field

4. Editing Queries - Change Heading Text(field name)

5. Editing Queries - Change ColumnOrder

6. Changing a Selection for Variables in a Criteria - Using Selected Field

7. Changing a Selection for Variables in a Criteria - Using a NOT Selected Field

8. Adding a New Prompt

9. Run the query

10. Saving & Organizing Queries - Deleting Queries

Please note that the criteria will be shown under "Having" page, not the "Criteria" page.

Select the "Run" page and the prompt screen will show up automatically. Enter values on prompts if you like then click OK.

Environment

PeopleSoft Query