Upload
others
View
4
Download
0
Embed Size (px)
Citation preview
Connected Query and BI
Publisher: a match made in
heaven!2017 HEUG Southeast Regional
Track: General Interest
Session Number: 7127
Date: Tue, Sep 19th, 2017
Time: 1:15 PM - 2:05 PM
Presenter: Anna Kourouniotis
Data Administration Analyst
Office of the University Registrar, Duke University
Working in Higher Ed 7+ years
PeopleSoft user since 2014
Background in Student Records & Reporting
The Cookie Monster is my hero
Located in Durham, NC
Main campus spans nearly 9,000 acres
~ 6,500 Undergraduate students
~ 8,300 Graduate/Professional students
~ 8,200 Administrative Staff
Connected Query BasicsWhat is it?
Why use it?
What should we be aware of?
Standalone queries
Connected Query
BI Publisher RTF
Heavenly match
A hierarchical object built with existing
PeopleSoft queries1.
Returns a data set that has parent-child
relationships.
A single row of data from a parent query
results in a set of rows in a child query. This
data is processed row by row and produces
structured data.
1: https://docs.oracle.com/cd/.../concept_UnderstandingConnectedQuery-257ec1.html
Facilitates left outer joins in a simple way.
Simplifies report writing in BI Publisher by:
Allowing users to create a single XML file that
contains data from a set of queries that are
linked with parent-child relationships.
Providing multiple representations of the same
data.
Parent-child relationship.
A connected query returns a hierarchical data
set in which data returned by child query is
filtered by the results of its immediate parent
query2.
2: https://docs.oracle.com/cd/E57990_01/pt853pbh2/eng/pt/tpsq/concept_UnderstandingConnectedQuery-257ec1.html#topofpage
Parent Query: top level in a Connected
Query that has one or more child queries.
Child Query: has a single parent query; may
also serve as parent if it has child query.
Sibling Query: a child query that shares the
same parent query as other child queries at
the same level.
Undergraduate Student Name
Parent Query
Phone Numbers
Child Query
Email Addresses
Child Query
Academic Plans
Child Query
How a standard query would be built
to account for left outer joined data
Correct mapping of query fields.
Correct ordering of queries (proper joining).
Most basic information should be in the parent
query.
Each query must have one or more fields in
common with its parent.
Private Connected Query
Used by single user (the creator).
Can include both private and public queries.
Public Connected Query
Used by any user.
Cannot include private queries.
Keep only the prompts that you plan on using;
delete the rest.
Designing the queries is key!
Choose the Parent Query first; this must
contain the most basic information and it must
run properly (display results).
XML stands for Extensible Markup Language
A file with XML extension is a plain file that
describes the structure and storage of data.
XML files are formatted with tags, similar to
other markup language files like HTML.
<BEGIN_DATE>2016-08-29<BEGIN_DATE>
This is a tagData
element
inside the tag
Using Connected Query
with BI PublisherConnected Query Quick Start
Connected Query Manager
BI Publisher Setup
RTF Template
Standalone queries
Connected Query
BI Publisher RTF
Heavenly match
Prerequisite: Must have access to Connected
Query and BI Publisher.
Navigate to Main Menu > Reporting Tools >
Connected Query > Connected Query Quick
Start
Used only for creating a new connected
query.
Navigate to Main Menu > Reporting Tools >
Connected Query > Connected Query
Manager
Used to view, edit, copy, or schedule the
connected query.
Also used to download quickly a XML file for
uploading onto the BI Publisher RTF template.
Deleting any query from Query Manager will
render the Connected Query nonfunctional,
Recreate the deleted query OR delete the
connected query and start over.
Prerequisite: Must have BI Publisher desktop
add-in installed & Report Developer access.
Data Source Type = Connected Query.
Report Definition set up the same as standard
Query with template type of RTF.
Parent Query:• Student Name, Emplid (mapped field)• Academic Program (mapped field)• Academic Career (mapped field)• Term admitted (mapped field)• Classes enrolled • Class days/times
Child Query:• Student Name, Emplid (mapped field)
• Academic Program (mapped field)• Academic Career (mapped field)• Term admitted (mapped field)• Test Credit• Course Equivalency
Connected Query enables you to create a single XML file
based on a set of queries with parent-child relationships,
which can be used to create BI Publisher reports.
Is connected query a good idea? If yes, then build it.
Query Design
Create the data source and report definition that will store the RTF template.
Run the XML through Connected Query Scheduler.
Source Design
Create the template using BI Publisher desktop.
Upload the XML file to the template.
Save the template in Report Definition.
Template Design
Run the report by using Query Report Scheduler.
Final Report
PS Permission Role Description
Connected Query Developer Full access to Connected
Query applications.
Connected Query User Access to run, preview results,
and schedule a connected
query. Cannot modify existing
or create new Connected
Queries.
Anna Kourouniotis
Data Administration Analyst
Office of the University Registrar
Duke University
+1 (919) 668-1205
This presentation is available
for download from the
Conference site at
https://www.heug.org/page
/us-alliance-conference-files
Note: Sessions from previous HEUG
conferences are also available.
Create parent and child queries separately in
Query Manager.
Design Connected Query
Create RTF template
Create Data Source and Report Definition
Schedule to run final report
Using Connected Query with BI Publisher
How do you open a XML file?
Many programs can open this file type:
Notepad++https://notepad-plus-plus.org/download/v7.4.2.html
XML Notepad 2007https://www.microsoft.com/en-us/download/details.aspx?id=7973
XML Basics
Conditional header/footer using sub-templates
Engineering students anyone with an
academic program of E-UGD
Non-engineering students anyone with an
academic program other than E-UGD
Bonus
Header 1
Footer 1
Header 2
Footer 2
RTF Sub-Template
Notes on sub-templates:
Create a separate RTF that includes
all the sub-templates you might use.
Save the RTF in Reporting Tools> BI
Publisher> Content Library
Enclose each sub-template with a
“template” and an “end template”
bracket.
In the main template, call the sub-
template by using the
“import:psxmlp://” statement
followed by the sub-template ID.