PeopleSoft Query Reporting Tools Ed 1 — Lesson 3: Aggregates, Grouping, Having, Unions, Subqueries, and Scheduling

Learning Objectives

• Explain the architecture, workflow, or business purpose behind summary fields, aggregate functions, grouping, and Having criteria.
• Apply distinct rows, duplicate analysis, and reconciliation totals and unions and subquery concepts for multi-part requirements in a controlled scenario.
• Validate outcomes and troubleshoot risks involving Process Scheduler execution, output formats, recurrence, and distribution.

Detailed Topics

• summary fields, aggregate functions, grouping, and Having criteria
• distinct rows, duplicate analysis, and reconciliation totals
• unions and subquery concepts for multi-part requirements
• Process Scheduler execution, output formats, recurrence, and distribution

Instructor Demonstration

Demonstrate summary fields, aggregate functions, grouping, and Having criteria within a workforce reporting catalog rebuilt to provide reconciled, reusable, and securely distributed operational reports, then capture the exact configuration, command, transaction, report, model, query, code, or process evidence that proves the result for lesson 3.

Hands-On Exercise

Implement a controlled exercise covering distinct rows, duplicate analysis, and reconciliation totals and unions and subquery concepts for multi-part requirements, then introduce and resolve an exception involving Process Scheduler execution, output formats, recurrence, and distribution while preserving before-and-after evidence.

1. Confirm the environment, identities, inputs, dependencies, risks, and expected outcome.
2. Complete the course-specific configuration, development, analysis, or process workflow.
3. Capture settings, commands, data, outputs, logs, reports, screenshots, calculations, or test results.
4. Compare the observed result with acceptance criteria and document corrective action.

Scenario Analysis

• Identify the technical or business decision that must be made.
• Compare valid approaches and their security, performance, reliability, cost, compliance, and support trade-offs.
• Define rollback, recovery, ownership, communication, and evidence requirements.

Troubleshooting Guidance

Diagnose issues across summary fields, aggregate functions, grouping, and Having criteria, distinct rows, duplicate analysis, and reconciliation totals, unions and subquery concepts for multi-part requirements, Process Scheduler execution, output formats, recurrence, and distribution without making an unverified production change. Separate symptoms from causes, gather evidence, test the smallest reversible correction, rerun validation, and record preventive action.

Validation Checklist

• The requirement, scope, inputs, dependencies, and expected result are documented.
• The result is reproducible and supported by course-specific evidence.
• Normal, boundary, failure, security, performance, and operational conditions are reviewed.
• Exceptions, rollback, ownership, and the next improvement priority are recorded.

Lesson Outcome

Learners can apply Aggregates, Grouping, Having, Unions, Subqueries, and Scheduling in a realistic PeopleSoft Query Reporting Tools Ed 1 scenario and validate the result with documented evidence.