Training Topics and Resources

Training topics, documentation and resources for CUNYfirst Reporting Instance Query Managers and Viewers.

Latest PS Query Training Guide:

Basic Training Topics

• Production Reporting vs Reporting Instance
  • Locating the Reporting Instance
  • Permissions and access for the Reporting Instance - roles and SACR - see CS Reporting Access Request Form and HR Reporting Access Form
• Public query versus private query in the Reporting Instance
• Viewing public and private queries and using prompts (finding terms, admit from, admit to, degree, academic plans etc)
• Fundamentals of Using CUNYfirst Reporting Tool
  
  • Planning a query.  What user information is needed? 

  • What is a student?

  • Active Student vs Enrolled Student

  • Basic records in Campus Solutions: ACAD_PROG, ACAD_PLAN, STDNT_CAR_TERM, CLASS_TBL_SE_VW (STDNT_ENRL and CLASS_TBL).
  • Table key structure
  • Effective dating
  • Joining tables
  • Selection criteria
•  Query Organization  
  
  • Saving a Query
  • Copying a Query to Another User
  • Rename a Query
  • Delete Query(s)

Level II -  Topics

• Joins - standard and outer, adding an outer join manually
• Prompts - creation of prompts, using tables, mandatory and optional.
• Expressions
• Subqueries (Exists vs Does not Exist)
• Unions

Videos from Baruch's Training Sessions

• Recording of CUNYfirst Reporting Training - Basics of the Reporting Instance 5/29/15*
• Recording of CUNYfirst Reporting Training - Level II Query Manager - 6/12/15*

*This training video is provided through Blackboard Collaborate. Before viewing this video you may need to install the Collaborate Launcher if you haven't done so previously on this computer.

Resources for both CUNYfirst Reporting Instance

• CUNYfirst Reporting Instance Resources - Resource provided by CUNY related to CUNYfirst Reporting Instance, access forms, training seminar (pdfs/vidoes), the CUNY Office of Institutional Reporting's resources/information, etc.

Help with Queries - CUNYfirst Reporting Listserv

The listserv, CUNYFIRST-REPORTING@LISTSERV.CUNY.EDU, is available for the CUNYfirst Reporting community to ask each other questions and have discussions regarding CUNYfirst reporting and related reporting.

If you are not familiar with a listserv, it is a very easy way to communicate via email to a group. It is also easy to stop being on the listserv, so join up and check it out!

For Instructions to sign up for this listserv visit the CUNYfirst Reporting page, select "Reporting Instance FAQ", and then go to the "Where can I get help with queries?" section for instructions to sign up.

Public Guides/Videos on Using PS Query from External Organizations

Set up described in these documents may vary slightly from CUNY's but these may assist you with basic understanding of PS Query.

• Wesleyan University PS Query Docs
  
  • Part 1 - Basic : http://sfis.blogs.wesleyan.edu/files/2013/12/Intro-to-PS-Query-Part-1-Overview-and-Viewer.pdf
  • Part 2 - Query Manager : http://sfis.blogs.wesleyan.edu/files/2013/12/Intro-to-PS-Query-Part-2-Query-Manager1.pdf
  • Part 3 - Advanced Concepts : http://sfis.blogs.wesleyan.edu/files/2014/09/PS-Query-Part-3-Advanced-Concepts.pdf
• University of Michigan - Data Dictionaries linked throughout this page - http://www.mais.umich.edu/reporting/studentdatasets.html
• NYS Office of the State Comptroller Query Guide
• University of Maine - Getting Started with PeopleSoft Query
• Videos from Pepperdine on PS Query - https://www.youtube.com/channel/UCfO0VwRAP3ryYmOjRVWb0Wg
  • Videos linked from this page (see bottom) - http://community.pepperdine.edu/it/tools/wavenet/faculty-staff/videocenter.htm
• Doc from Bowling Green for their Query Manager class
  • Other related info at https://www.bgsu.edu/its/services/peoplesoft/queries/manager.html
• Query Basics from UNC