To Run a Query in PeopleSoft:

Navigation:  Reporting Tools > Query Viewer

 

 

  • Search By:  Leave the default of ‘Query Name’.

     

  • Begins with:  Type NWTC_ and as much of the rest of query name as you want.

 

  • Click Search.

     

  • Locate your Query in the Search Results.

 

  • Click HTML to run the query.

 

 

 

  • If runtime prompt fields were used in the Query, you need to type the requested information and click “View Results” for the Query to run.

 

 

  • In this example, Class Number and Term are runtime prompt fields, so they must be filled in to run the query.

 

 

The results of the query will appear on the page.

 

  • You can download the results in:

     

  • Excel Spreadsheet – click on “Excel Spreadsheet” (example on page 5).This downloads into a WEB Microsoft Excel spreadsheet.

     

  • CSV Text File – click on “CSV Text File (example on pages 6 - 7).  This downloads into a Microsoft Excel spreadsheet.  This is the recommended way to download.

 

 

 

Excel Spreadsheet:

 

You will get the following message.

  • Click “Open” to view the file.If you get this message a second time, click “Open” again.

  • Click “Save” to save the file in whatever Drive and Folder you select.

     

     

  • The results appear as shown below.

    • Cell 1B shows the number of rows in the results.

  • You can now change the format of the spreadsheet (margins, font size, column order, etc.) and print it.

    • You may need to adjust the cell size to view all of the data in the cells.

    • If you wish to sort the data, you should delete the uppermost row until the header row is #1.

  • You can also save the Query as an Excel Workbook (.xlsx)

     

    CSV (Comma Separated Values) Text File:

     

    You will get the following message.

  • Click “Open” to view the file.If you get this message a second time, click “Open” again.

  • Click “Save” to save the file in whatever Drive and Folder you select.

     

     

     

     

  • The results appear as shown below.

  • You can now change the format of the spreadsheet (margins, font size, column order, etc.) and print it.

  • You will need to adjust the cell size to view all of the data in the cells.

     

     

     

     

     

  • You can also save the Query as a Microsoft Excel Workbook (.xlsx).

     

  • In the “Save As” panel (shown below), choose the “Save as type:” of Excel Workbook or one of the other Microsoft Excel options.

     

     

 

 

Make a Query a Favorite:

 

  • Locate the query in the Search Results.

     

  • Click on the Favorite link.

     

     

  • The query name is now a Favorite.

     

  • Each time you access Query Viewer, the list of My Favorite Queries will be immediately available.

  • You can run the query from the Favorites list.

 

 

 

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