PS Query & SQL

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  • 1.  How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-10-2025 11:08 AM

    Hello everyone,

    Have you ever had to troubleshoot a new or existing equation and found yourself stuck? AI tools like Copilot, ChatGPT, Gemini, and others can be surprisingly helpful, but what's the best way to format your equation for them?

    Equations in PeopleSoft aren't exactly traditional code; they're more like pseudocode. Printing them out doesn't make them any easier for AI to interpret. However, the XML representation is code. Here's what worked for me:

    1. In the Equation Editor, select View in XML Format from under the Equation Edit Function.
    2. Copy the XML into a text editor (I used Notepad to save a copy).
    3. Paste the XML into your AI tool of choice (I used Copilot, but others work too).

    The AI quickly identified the issue I was facing and even suggested improvements that made the equation more efficient allowing me to  learn something new in the process!

    Is this old news and I am the last to know about it?  Has anyone else tried this approach?



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    Daniel Labrecque
    Oracle Consulting Manager
    Huron Consulting Group
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  • 2.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-10-2025 11:12 AM

    That's brilliant. I'm sure we will be using this approach. Thanks for sharing the details. 



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    Alex White CBAP
    Senior Business Analyst
    University of Wisconsin - Madison
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  • 3.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-10-2025 11:33 AM

    Oh boy!  I'm going to have to play with this and see how I can incorporate into my workshop at Alliance!  Thanks for the tip, Dan!!!

     

    Thanks!

     

    Vic

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    Vic Goldberg

    Retiree, Temporary Employee

    University of Colorado Boulder

    Independent PeopleSoft FA Consultant

     

     




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  • 4.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-10-2025 11:58 AM

    Thanks Dan!



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    Michelle Jackson
    Director of Operations for Financial Aid
    University of Pittsburgh
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  • 5.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-10-2025 12:22 PM

    This is spectacular!  I'm saving this tip!

     

    I think I've only scratched the surface with AI.  Barely even scratched it at that!

     




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  • 6.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-11-2025 11:14 AM

    Thanks Dan, 

    The View in XML Format is is soooo much better than Print Equation, and your idea of feeding it to AI opens up all kinds of improvements.



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    Kevin Shalla
    Director of Technology
    University of Chicago
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  • 7.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-11-2025 01:23 PM

    Wow, love this! I have a couple that I know I need to try this on. Thank you!



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    Elizabeth O'Connor
    System Operations Manager
    University of Colorado System
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  • 8.  RE: How AI Can Help Debug and Improve PeopleSoft Equations

    Posted 12-12-2025 02:57 PM

    This is great Daniel! Thanks for sharing! I don't use equation editor but I've used AI in relation to Peoplesoft query manager. If I get stuck on something, I use it to troubleshoot my queries or working with expressions.  I'll tell it the problem and paste the sql from the sql tab. I'll then ask it to refine that prompt and then I start a new chat and paste in the refined prompt along with the sql. It's very handy at quickly identifying an issue or giving instructions on how to build a query. It does hallucinate (make stuff up) sometimes so I make sure I ask it to double check its work and make sure advise or steps given work in PS (version #). It's exciting discovering what AI can do.



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    Kristi Davis
    Financial Management Analyst III
    Duke University Bursar's Office
    Durham, NC
    kristi.davis@duke.edu

    "If we do teamwork like we should, then we all look good!" -Queen Kristi
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