UDFS – Report Team Minutes
March 6, 2002
In attendance: Van Adams, Julie Burton, Marsha Lockard, Peggy Bottorff
TASKS ASSIGNED:
All team members continue to review the team’s task plan, distributed by Marsha. This should be updated at least monthly.
Decisions: None
Issues: None
GENERAL MEETING MINUTES:
- Report Team plan: group reviewed and had no changes at this time.
- Subteam – Trees: Marsha gave an update on this subteam, which is led by Dee Smith. They had their first meeting last week, and discovered that, when a tree is created, some new chartfield values may be added to correspond with tree leaves. Whether or not this happens depends on where the tree is created; the subteam will look into this further.
- Public Query Update: Peggy gave update on this subteam. The group has categorized all existing A/P reports based on the type of information reported upon, and has cross-referenced this in a spreadsheet with A/P’s own categorization of its reports. An initial review of the PeopleSoft A/P public queries shows limited overlap. Next step is for subteam to categorize the public queries, then review with A/P to determine:
- What new reporting capability PS brings, and
- What existing reports must be retained, and how.
- Distribution of Reports: Dazzle may be a useful tool for this; Marsha may invite someone to demonstrate this for the reporting team this fall.
- Query tip: Van demonstrated how expressions can be used in queries. We used the concatenate and substring expressions, and noted that if a criteria is applied to a substring, the operator must be "LIKE." (It won’t work if the operators "=" or "in list" are used.) For example:
SUBSTR(A.POSTAL,1,3) like 197
Will return records where the POSTAL’s first three digits are 197.