BI Publisher and Connected

Queries

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Agenda

 Business Requirements
 Queries
 Connected Queries
 Generating XML File from Connected Query
 Creating BI Report
 Using Microsoft Word
 Importing Sample XML
 Table Wizard
 Free Form Template
 Register Data Source
 Report Definitions
 Scheduling BI Report
 Demo
 Questions

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Business Requirements– Example used to build
Employee AM Formula Instructions
CSC Call Center had to do a multi step lookup to answer an
employee’s question about how benefits are paid.
1. Lookup Daily Average Hours to by employee id to get AM Template ID: Main
Menu>Albertsons>Absence Management>Update Daily Average Hours

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Business Requirements–

2. Lookup AM Template
Main Menu>Albertsons>Absence
Management>Define AM Rules
Template

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Business Requirements–

3. Lookup Formula / Rule ID

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Business Requirements–

4. Lookup AM Formulas/Rule Instructions

Main Menu>Albertsons>Absence Management>Define AM Formulas/Rules

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Business Requirements–

Query used for research – S_ABS_AM03_BY_EE_ID

This identifies the Max Pay Period and the Template IDs

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 Business Requirements–

Query used for research – S_ABS_S_AM_CFG_TBL

This query identifies every max effective active template id and the rules associated with
that template.

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 Business Requirements–

Query used for research – S_ABS_S_FM_RL_TBL

This query identifies every max effective active Formula/Rule associated with the
template.

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 Business Requirements–

Rules Template Table Because there are 25 Rules Fields in the Template Table, we had to
created 25 connected queries to pull the rule instructions for each rule
S_AM_CFG_TBL type.

Formulas/Rules Table
S_AM_CFG_TBL

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Connected Queries – Queries to pull rules

 S_ABS_AM03_BY_EE_ID – Main - Employee AM Template and Labor Agreement S_AM_CALC_HOURS, S_EMPLOYEES, HR_LABOR_AGRMNT
 S_ABS_S_AM_CFG_TBL– Gets All of the Formula IDs from S_AM_CFG_TBL, GP_ABS_TYPE
 S_ABS_S_FM_RL_TBL – Gets Rule Instructions from S_FM_RL_TBL for S_FM_PROBATION
 S_ABS_S_FM_RL_TBL1 – Gets Rule Instructions from S_FM_RL_TBL for S_FM_DAILY_HOURS
 S_ABS_S_FM_RL_TBL2 – Gets Rule Instructions from S_FM_RL_TBL for S_FM_MIN_DAILY_HOURS
 S_ABS_S_FM_RL_TBL3 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_PROBATION
 S_ABS_S_FM_RL_TBL4 Gets Rule Instructions from S_FM_RL_TBL for S_RL_DAILY_HOURS
 S_ABS_S_FM_RL_TBL5 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_MIN_DAILY_HOURS
 S_ABS_S_FM_RL_TBL6 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_ACCRUAL_PRD
 S_ABS_S_FM_RL_TBL7 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_LEAVE_STOP
 S_ABS_S_FM_RL_TBL8 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_ACCR_SCH
 S_ABS_S_FM_RL_TBL9 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_MAX_BALANCE
 S_ABS_S_FM_RL_TBL10 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_CARRYOVER_BAL
 S_ABS_S_FM_RL_TBL11 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_TAKE_STATUS
 S_ABS_S_FM_RL_TBL12 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_TO_TAKE
 S_ABS_S_FM_RL_TBL13 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_TO_TAKE_RSN
 S_ABS_S_FM_RL_TBL14 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_FT_PT_CHG
 S_ABS_S_FM_RL_TBL15 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_ENTER_LA
 S_ABS_S_FM_RL_TBL16 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_EXIT_LA
 S_ABS_S_FM_RL_TBL17 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_ENTER_PAYGRP
 S_ABS_S_FM_RL_TBL18 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_EXIT_PAYGRP
 S_ABS_S_FM_RL_TBL19 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_JOBCODE_CHG
 S_ABS_S_FM_RL_TBL20 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_RESET_BAL
 S_ABS_S_FM_RL_TBL21 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_JOB_DATA_CHG
 S_ABS_S_FM_RL_TBL22 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_TERM_SEP
 S_ABS_S_FM_RL_TBL23 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_TERM_REASON
 S_ABS_S_FM_RL_TBL24 – Gets Rule Instructions from S_FM_RL_TBL for S_RL_PAYOUT_ENT

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Connected Queries – Build Connected Query

 Create Connected Query

 Main Menu>Reporting Tools> Connected Query>Connected Query Manager
o Click Add a New Value

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Connected Queries – Build Connected Query

 Create Connected Query

o Add Description
o Comments
o Parent Query
o Save

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Connected Queries – Build Connected Query

 Add Child Queries

o Click the add child icon

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Connected Queries – Build Connected Query

 Add Child Queries

o Click the add child icon

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Connected Queries – Build Connected Query

 Connected queries allows tables to be connected by non key fields

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Connected Queries – Build Connected Query

 Create XML to build BI report

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Connected Queries – Build Connected Query

 Save XML file

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BI Report and Connected Query

• Using XML/BI Publisher

– Open MicroSoft Word
– Click BI Publish

– Click Sample XML

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BI Report and Connected Query

• Import XML to Microsoft Word to build template

– Open Microsoft Word
– Click BI Publish

– Click Sample XML

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BI Report and Connected Query

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BI Report and Connected Query

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BI Report and Connected Query

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 Setup BI Report and Connected Query to Run
in PeopleSoft
o Registering Data Sources
– Main Menu>Reporting Tools>BI Publisher>Data Source
– Click Add a New Value

– Enter PS Query
– Select Query Name

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 Setup BI Report and Connected Query to Run
in PeopleSoft
o Registering Data Sources
– Enter Description
– Click Regenerate
• Schema File
– Click Upload
• Browse to Sample XML
• Saved on Desktop
• Click Upload
– Click Save

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 Setup BI Report and Connected Query to Run
in PeopleSoft

o Defining Report Definitions

 On Definition Tab
– Enter Report Description
– Active
– ALLUSER
– PeopleTools
– Template Type

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 Setup BI Report and Connected Query to Run
in PeopleSoft

o Defining Report Definitions

 On Template Tab
– Enter Report Description
– Active
– Click Upload
– Browse to RTF

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 Setup BI Report and Connected Query to Run
in PeopleSoft

o Defining Report Definitions

 On Output
– Select Default PDF
– Click Save

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Setup BI Report and Connected Query to Run
in PeopleSoft

o Running, Locating, and Viewing BI Publisher Reports

o Main Menu>Reporting Tools>BI Publisher>Query Report Scheduler
o Enter Connect Query
o Report Name
o Enter employee id
o Click Run

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Setup BI Report and Connected Query to Run
in PeopleSoft

o Running, Locating, and Viewing BI Publisher Reports

o Click “Go back to Query Report Scheduler” when success

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Setup BI Report and Connected Query to Run
in PeopleSoft

o Running, Locating, and Viewing BI Publisher Reports

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Setup BI Report and Connected Query to Run
in PeopleSoft

o Running, Locating, and Viewing BI Publisher Reports

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Setup BI Report and Connected Query to Run
in PeopleSoft

o Running, Locating, and Viewing BI Publisher Reports

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Setup BI Report and Connected Query to Run
in PeopleSoft

o WorkCenter BI Reports
o Because there was a requirement to run the BI Reports from the WorkCenter, the Connected
Query and the BI Report was imbedded into PeopleCode to run from a Page.

o A security view was used to

ensure that the user could
only see the employees that
they have access to.

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Questions

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