Procurement Academy

We are offering online tutorials for our users to augment the training that they receive in our Procurement Academy classes. These tutorials review portions of the training with explanations by one of our instructors. In addition, the tutorials demonstrate the navigation through various processes in Oracle PeopleSoft or Excel highlighting the actual keystrokes that are required.

Note: Running the tutorials requires the use of Flash Player 9. If you get an error message, you can download and install the Flash Player by clicking on the "Flash" icon below. If you do not have the ability to download and install on your computer, contact the Help Desk at X4848 and request that it be installed for you by desktop services.

When you select a tutorial from the list below, the flash player will open. Click on the run icon to start the tutorial. As you play the tutorial you can pause and continue by using the controls on the bottom left. There is also a control on the bottom of the player where you can adjust the volume.

Creating a Simple Query - Learn to create a query using a single table. This lesson demonstrates how to build a query from the Non-Salary Spending Table and includes selection of fields, building prompts, creating criteria, running the query and saving the query for future use. (Run time - 13min 06sec)

Pivot Table Basics - Learn to create a custom pivot table report from data that has been downloaded into Excel from a query created in FMS. The lesson provides information on how to use the pivot table template and how to move fields into the correct areas of the template. Filters are also used in order to demonstrate how to create specialized reports. (Run time - 15min 26sec)

Setting Query Criteria with Prompts - Learn to create prompts and criteria that utilizes the information you enter into the prompts in order to limit the results returned by the query. The example focuses on setting up date ranges that can be changed each time the query is run. (Run time - 9min 51sec)

Setting Query Criteria without Prompts - Learn to create criteria that is used every time the query is run. These criteria help customize the results of the query to meet specific reporting needs that you want to use all the time. (Run time - 9min 18sec)

Creating Queries with Multiple Tables - Learn to join tables in query in order to produce reports when the fields required reside in more than one table. (Run time - 14min 40sec)

We hope that you will find these tutorials informative and assist you in the reporting requirements of your job. If you have any questions or suggestions for additional topics, please contact Procurement Services at 713-500-4700 or email us at procurementservices@uth.tmc.edu.

1851 Crosspoint Ave., Houston, Texas 77054
PO Box 20036, Houston, Texas 77225-0036
Phone: 713.500.4700
Fax: 713.500.4710
Email: procurementservices@uth.tmc.edu

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Updated: April 16, 2008