Date post: | 19-Dec-2015 |
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Mary K. Olson02.17.2009
Creating a PS Multiple Records Query
Query Specs•Determine field/data needs
•Determine field location
•Determine criteria & joins
Field Name Field Description FS_PS Table Joins & Criteria
FISCAL_YEAR Fiscal Year PROJ_RESOURCE
ACCOUNTING_PERIOD Accounting Period PROJ_RESOURCE
DEPT_ID PS department ID PROJ_RESOURCE equal to 11403
DESCR PS dept ID name DEPT_TREE Join with PROJ_RESOURCE
PROJECT_ID Project Number PROJ_RESOURCE
EMPLID Emplid of PI GM_AWARD Join with PROJ_RESOURCE USING THE CONTRACT
DESCR254 Project title (long title) GM_AWARD
JOURNAL_ID Journal number PROJ_RESOURCE equal to ACC0022744
JOURNAL_DATE Date of Document was posted PROJ_RESOURCE
ACCOUNT Account number which was charged PROJ_RESOURCE
DESCR Account Description GL_ACCOUNT_TBL Join with PROJ_RESOURCE
DESCR Document line description PROJ_RESOURCE
RESOURCE_AMOUNT Amount PROJ_RESOURCE SUM
Find & Add First Record
Commonly Used Records“ http://www1.umn.edu/ohr/prod/groups/ohr/@pub/@ohr/@trainingservices/documents/asset/ohr_asset_098783.pdf
•Type in the record name or a portion of the name
•Press ‘Search’ button
•Click on ‘Add Record’
Find Second Record
•Navigate to ‘Record’ tab
•Type in name of record
•Press ‘Search’ button
•Click on ‘Join Record’
Select Join Type, Record & Criteria
• Select type of join
• Select join record
•Select join criteria
•Press ‘Add Criteria’ button
Select Fields for Records A, B, C, & D
• Navigate to ‘Query’ tab
• Click on folder
• Select field(s)
• Repeat steps
Add Criteria for Fields•Navigate to ‘Criteria’ tab
•Press ‘Add Criteria’ button
•Edit Criteria Properties •Expression one type & expression
•Expression two type & expression
Edit Field•Navigate to ‘Fields’ tab
•Press ‘Edit’ button•Select Aggregate Function
Select Field Order of Rows•Press ‘Reorder/Sort’ button •Type in numbers
Run Query•Navigate to ‘Run’ tab
•Review data
•Download to Excel
Save & Find Query•Navigate to ‘Query’ tab
•Press ‘Save’ button
•Enter in name & description of query
•Press ‘OK’ button
•Navigate to ‘Query Manager’
•Search for query by name
PS Financial and Grants Management