Running OAKS Financials (FIN) Queries

OAKS PS Queries

PeopleSoft (PS) Queries are searches on a wide range of data within PeopleSoft. Queries can be used to manage the day-to-day operations of an agency. OAKS FIN queries are tailored for specific business purposes and the framework is built into the OAKS FIN query application.

Users can modify the query results by selecting different criteria within that framework.

PS Queries built into OAKS and allows for basic data gathering and reporting. For a much more robust tool, use OAKS BI (Cognos) for BI Reporting which allows for analysis and customization. Use of either tool depends upon where data is being accessed—from the production environment (“live”) or from the Data Warehouse. For more information about OAKS BI (Cognos) for BI reporting see the BI Home page on MyOhio.

When accessing data in the production environment only PS Query is available but the information is real-time. In the Data Warehouse there are two reporting tools used to access data in OAKS:  PS Query or OAKS BI (Cognos) (the tool used for BI reporting). The information in the Data Warehouse is day-old. These applications retrieve, filter, and present data in the form of reports, queries, or inquiries. However, OAKS BI (Cognos) is a much more robust reporting tool.

Pre-formatted queries are available in OAKS Query Viewer.

• myOhio.gov > MY WORKSPACE > Financials Globe > NavBar > Navigator > Reporting Tools > Query > Query Viewer

1. For this example, search for the query by name.

• Simply clicking “Search” without any value in the begins with field will bring up a very large and incomplete list.

• Enter a term to narrow the search in the  begins with field.

• Narrow the search by using the percent sign (%) as a wildcard. 
• This acts as a  placeholder for data when conducting a search.The Advanced Search can also refine your search results by selecting contains and your search description.

3. Click Search.

4. Click on the appropriate link to run the query to HTML, Excel, or XML.

5. Add the query to My Favorite Queries if planning to use often by clicking on the Favorite link.
6. Enter the parameters for the query.

7. Click View Results.

• The query results display.

• OAKS Financials users have the option of running a query to view results quickly or to Schedule a query to get results delivered later. The primary reason for scheduling is to allow the query to run during a time when the application is not so busy. If running queries during primary use time, the job may time-out before completed.  
   

OAKS Module Level Inquiries

Inquiries provide real-time transactional level details and are used to monitor day-to-day operations.

• Navigation varies by module and task.

For example, the Supplier Threshold Stat Information Inquiry is located at myOhio.gov > MY WORKSPACE > Financials Globe > NavBar > Navigator > Suppliers > Supplier Information > Maintain > Threshold Stat Information

1. Enter the Search Criteria (Business Unit, Fiscal Year, and Supplier ID).

2. Click Search to view results.

• The dollars obligated to a particular vendor by a business unit displays.

• This inquiry provides a view of an agency’s accumulated open encumbrances and amounts spent with a particular supplier for a given fiscal year. Dollar amount thresholds ($50,000 for each agency per vendor) are validated in OAKS as part of the editing process. Current dollar amounts that are included in the threshold calculation against encumbrances and vouchers are displayed. Dollar amounts displayed, but not counted toward the threshold amount, are Controlling Board Waiver amounts, Term Contract amounts, and Bid amounts. This summarized view of dollar amounts provides the user with a means to analyze and review any document threshold limitations an agency might be encountering.