Agenda

BI Publisher & Connected Query: Building Reports from Start to Finish, Part 1

Track: Technical and Reporting

Session Number: 10522
Date: Tue, Mar 5th, 2024
Time: 2:00 PM - 3:00 PM

Description:

Connected Query and BI Publisher in PeopleSoft are powerful technologies for generating reports, but how does one get the ball rolling?

In this two-part presentation, we'll explain the purpose of each technology, and then go through live demonstrations on how to relate child queries to their parent query in Connected Query, design report templates in Microsoft Word, and run BI Publisher reports. Whether you are a beginner or intermediate user, functional or technical, it doesn't matter -- this presentation is structured to allow everyone to grasp the complex material in no time.

More specifically, these are the topics that will be covered in Part 1, with additional topics to follow in Part 2:

(1) Showing a very basic BI Publisher report so the audience sees right away what type of tool we’ll be working with for the report being developed
(2) The concept of parent/child queries
(3) Relating these queries to each other in Connected Query
(4) Using the XML output from the Connected Query as sample data when designing the report template
(5) Designing the report template in Microsoft Word, including inserting individual fields, handling fields with multiple rows, and formatting the template
Sub-Categorization: Emerging Technologies & Strategies
Session Type: 2-Part Series

Focus Area: Data to Decisions
Session Length: Two-Part Series (2-60 min)
ERP Systems: Oracle
Knowledge Level: Intermediate
Field of Study: Select a Value
CPE: No
Sub-Categorization: Emerging Technologies & Strategies
Session Type: 2-Part Series

Focus Area: Data to Decisions
Session Length: Two-Part Series (2-60 min)
ERP Systems: Oracle
Knowledge Level: Intermediate
Field of Study: Select a Value
CPE: No