Basic Population Selections

Slides:



Advertisements
Similar presentations
State of Connecticut Core-CT Project Query 8 hrs Updated 6/06/2006.
Advertisements

MS-Access XP Lesson 1. Introduction to MS-Access Database Management System Software (DBMS) Store data in databases Database is a collection of table.
Oracle for Windows NT is required to run queries from the Banner database. Call the help desk at extension 4440 if you do not have this.
GP2013 (R2) New features in GP2013 (R2). New Ribbon for windows Edit List is the Print button on the right without the paper background Action pane can.
Autopacking Institutional Awards 101
Office of Operations 2010 Fall Conference Conquer Query & Control the Data Presenter: Sherry Azoulay, CUNY University Payroll Director; NYS Payroll Users.
Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.
Web Tailor Basics.
Database Updates Made Easy In WebFocus Using SQL And HTML Painter Sept 2011 Lender Processing Services 1.
BANNER BOOTCAMP Banner 8 Presented by Cindy Hampton September 19, 2011.
1 ONE TIME PRINT SETUP To print Requisitions from Banner, follow this process once: Open Microsoft Excel, select (1) TOOLS, then (2) MACROS, then (3) SECURITY.
State of Connecticut Core-CT Project Query 4 hrs Updated 1/21/2011.
MS Access: Database Concepts Instructor: Vicki Weidler.
Letter Generation. ‰ Letter Generation overview ‰ Dissecting and defining a letter ‰ Letter Generation variables ‰ Letter Generation Variable extract.
Presenters Stephanie Gunderson, El Dorado COE Sherry Lack, Sacramento COE.
TIPS AND TRICKS WITH POPSELS! NANCY LARSON FINANCIAL AID COORDINATOR FULLERTON COLLEGE
Unit J: Creating a Database Microsoft Office Illustrated Fundamentals.
Introduction to Access By Mary Ann Chaney and Alicia Harkleroad.
NextGen Trustee Department Disbursements This class will cover the various methods of handling department disbursements. Whether entering them manually.
© 2008 The McGraw-Hill Companies, Inc. All rights reserved. ACCESS 2007 M I C R O S O F T ® THE PROFESSIONAL APPROACH S E R I E S Lesson 4 – Creating New.
PeopleSoft Financials Basic Query Training Financial Information Systems and Reporting Controller’s Division.
Session 8-1 Session 8 The Power and Flexibility of EDExpress.
State of Connecticut Core-CT Project Query Updated 4/14/2003.
Lakisha Sanders Assistant Vice President of Financial Aid
Mr. Justin “JET” Turner CSCI 3000 – Fall 2015 CRN Section A – TR 9:30-10:45 CRN – Section B – TR 5:30-6:45.
Copyright © 2007, Oracle. All rights reserved. Managing Concurrent Requests.
Month End/Year End Procedures VENTUS Presenter: Linda Kennedy.
PHP meets MySQL.
Access 2013 Microsoft Access 2013 is a database application that is ideal for gathering and understanding data that’s been collected on just about anything.
CUG Request from 2010 and 2011 User Group Meetings Cortex User Group Meeting Portland, OR – 2012.
1 FA19-W1000 Letter Generation Using MS Word for Financial Aid.
TIPS AND TRICKS WITH POPSELS!
POPULATION SELECTION CONCEPT People in Database Selection Rules or Criteria Selected Population of Individuals who Satisfy Rules.
John Ykema, Director of Sales & Marketing. Agenda  Understanding the NEW Tool  Table JOINS & Database Views  Building your first report  Charts and.
th Annual PABUG Conference Automating PLUS loans How to do it What not to do.
Nextgen Bank Reconciliation Resource Bank Reconciliation Menu Financial Management Bank Reconciliation –Import Bank Statements –Reconcile Bank Accounts.
18th Annual “How To”… Session
MBUG 2016 Session Title: Financial Aid Boot Camp
Lakisha Sanders Financial Aid Director Clayton State University
Welcome POS Synchronize Concept 08 Sept 2015.
MBUG 2016 Session Title: Automating & Streamlining in the FAO
Prepared By: Bobby Wan Microsoft Access Prepared By: Bobby Wan
IUIE Reporting Basics Workshop
Project Management: Messages
Recruiter 2.0 Overview May 1, 2012.
Banner Finance Overview
Zell Miller Grant System Processing
Population Selection Tips
Algorithmic Packaging
FIZZ Database General presentation.
Period Year in College Susan Smith & Karen Ruehlman 9/19/2018
Exploring Microsoft Office Access 2010
Banner 9 Finance Pages & Navigation
eTapestry Workshop Session 3: Queries and Reports
NextGen Trustee General Ledger Accounting
FTS 2 Failure Tracking System 2 User‘s Guide Process Flow
Access Lesson 2 Creating a Database
Accounts Payable Reports & Processes
State of Connecticut Core-CT Project
Sirena Hardy HRMS Trainer
Add Budget Period Steps Screenshots Purpose:
EDExpress Training for Intermediate Users
MBUG 2018 Session Title: How to Set Up Automated State Aid Load Processing Using Microsoft Access and Banner Presented By: Rosiland Ashford Institution:
Manipulating Data.
Access: Queries IV Participation Project
Rules Writing 101 Does RORRULE make you break out in a cold sweat
The ultimate in data organization
Financials in Microsoft Dynamics SL 2015.
Unit J: Creating a Database
Presentation transcript:

Basic Population Selections Kenneth Wilson, Savannah State University 2017 GASFAA Fall Workshop

Purpose Provide an introduction to population selections. You should have a more complete understanding of how to create basic population selections at the end of this presentation. 2017 GASFAA Fall Workshop

Topic of Discussion What is a Population Selection (Popsel) Writing a basic population selection What Popsel is used for Tracks to the Trade Questions 2017 GASFAA Fall Workshop

What is a PIDM Personal Identification Master One per person, unique Like an internal SSN 2017 GASFAA Fall Workshop

What is A Popsel Based On Rules A query that selects a list of pidms (id’s) based on certain criteria List of People Meeting the Rules Based On Rules Extract PIDMS from Database 2017 GASFAA Fall Workshop

What is A Popsel Popsels are based on SQL code. Basic SQL code consists of a statement that makes the following request: SELECT FROM WHERE 2017 GASFAA Fall Workshop

What is A Popsel SELECT What info are you looking for? (PIDM) The output will always be just the PIDM FROM What tables(s) are you to get the PIDM - RORSTAT, RRRAREQ, RPRAWRD, etc. WHERE What criteria or specific field values(s) you are look for? - RORSTAT_AIDY_CODE = ‘1718’ 2017 GASFAA Fall Workshop

Steps to Write a Popsel Identify the population. Specify the rules or conditions to extract the population. Translate the rule of conditions into the proper code. Test the results. 2017 GASFAA Fall Workshop

Step 1 Identify the Population What population do you want? Extract all students who need an award letter printed 32,343 2017 GASFAA Fall Workshop

Step 2 Specify Rules or Conditions What rules can narrow the list of students to what you want? - Must use current year files - Award letter indicator must be set to “Y” 283 2017 GASFAA Fall Workshop

Step 3 Translate Rules in SQL The table and field name (data element) The operator The value 2017 GASFAA Fall Workshop

Finding Field Names Dynamic Help Query from the menu tab. GURPDED (Data Element Dictionary) run from GJAPCTL. 2017 GASFAA Fall Workshop

Finding Field Names: Dynamic Help Query Table Name Field Name 2017 GASFAA Fall Workshop

Finding Field Names: Dynamic Help Query WARNING Any Field that does not contain the Table name cannot be used in a Popsel. 2017 GASFAA Fall Workshop

Finding Field Names: GURPDED Report that identify fields in a table. Run from GJAPCTL You can view the tables and views for other modules. For Student tables and views, change the parameters with R% to S%. For General tables and views, change the parameters with R% to G%. Also update the Table Creator. 2017 GASFAA Fall Workshop

Finding Field Names: GURPDED 2017 GASFAA Fall Workshop

Table Owners General . . . . . . . . . . . . GENERAL General Person . . . . . . . SATURN Student . . . . . . . . . . . . . SATURN Advancement . . . . . . . . ALUMNI Finance . . . . . . . . . . . . FIMSMGR Accounts Receivable . . . . TAISMGR Position Control . . . . . POSNCTL Payroll . . . . . . . . . . . . . . PAYROLL Financial Aid . . . . . . . . FAISMGR Security . . . . . . . . . . . . BANSECR Procedures, Functions, Views . . BANINST1 2017 GASFAA Fall Workshop

Popular FA Tables RORSTAT – Overall FA Status RRRAREQ – Tracking Requirements RPRAWRD – Award Data ROVST17 – View of Student Data RCRAPP1 – First Table of the ISIR RCRAPP2 – Second Table of the ISIR RCRAPP3 – Third Table of the ISIR RCRAPP4 – Fourth Table of the ISIR 2017 GASFAA Fall Workshop

Operators =, <>, >, <, >=, <= LIKE, Not LIKE IN, NOT IN IS NULL, IS NOT NULL BETWEEN 2017 GASFAA Fall Workshop

Operators: =, <>, >, <, >=, <= RORSTAT_AIDY_CODE = ‘1718’ RRRAREQ_TRST_CODE <> ‘R’ RPRAWRD_PAID_AMT >= 0 RPRAWRD_PAID_AMT < 100 RPRAWRD_PAID_AMT <= 200 2017 GASFAA Fall Workshop

Operators: Examples of LIKE, Not LIKE RORSTAT_BGRP_CODE LIKE ‘R%’ RORSTAT_BGRP_CODE LIKE ‘%ON’ RORSTAT_BGRP_CODE NOT LIKE ‘NR%’ RORSTAT_BGRP_CODE NOT LIKE ‘%OFF’ 2017 GASFAA Fall Workshop

Operators: Examples of IN, NOT IN RORSTAT_TGRP_CODE IN (‘REJECT’,’INVALD’) RORSTAT_BGRP_CODE NOT IN (‘RESON’,’RESOFF’) 2017 GASFAA Fall Workshop

Operators: IS NULL, IS NOT NULL RORSTAT_BGRP_CODE IS NULL RORSTAT_BGRP_CODE IS NOT NULL 2017 GASFAA Fall Workshop

Operators: Example of Between RORSTAT_APPL_RECD_DATE BETWEEN ’01-JAN-2017’ AND ‘15-APR-2017’ 2017 GASFAA Fall Workshop

Values and Examples Character: ‘Y’, ‘NO’ Number: 126 Date: Use ‘DD-MON-YY’ or ‘DD-MON-YYYY’; ‘01-SEP-17’ Other Banner Columns: RRRAREQ_AIDY_CODE Prompt for input using “&” symbol: &What_Aid_Year 2017 GASFAA Fall Workshop

Connecting Rules AND, OR Use () for nested statements 2017 GASFAA Fall Workshop

Rules Extract all students who need an award letter printed: RORSTAT_AIDY_CODE = ‘1718’ AND RORSTAT_AWD_LTR_IND = ‘Y’ RORSTAT_AIDY_CODE = &What_Year AND 2017 GASFAA Fall Workshop

Creating the Popsel GLRSLCT – Population Selection Rules Form Application that will contain the popsel Name of the popsel Creator of the popsel Description of the popsel 2017 GASFAA Fall Workshop

Creating the Popsel GLRSLCT – Population Selection Rules Form Select Which PIDM From What Table Where 2017 GASFAA Fall Workshop

Run Your Popsel The process to run the popsel is GLBDATA. 2017 GASFAA Fall Workshop

Run Your Popsel The process to run the popsel is GLBDATA. 2017 GASFAA Fall Workshop

Review Your Results GLIEXTR – Population Selection Extract Inquiry List the names in alpha order 2017 GASFAA Fall Workshop

Review Your Results GLAEXTR – Population Selection Extract Data Allow to add or remove students from the list. 2017 GASFAA Fall Workshop

Extract Data From the Help option on the tool bar, on GLAEXTR and GLIEXTR, you can select “Extract Data with Key” or “Extract Data No Key”. Data will extract to an Excel file. 2017 GASFAA Fall Workshop

Step 4: Test the Results Test on known values. Random check results Periodically check results 2017 GASFAA Fall Workshop

Manual Popsel Use when rules will not identify the population you want. Id names are manually added to GLAEXTR. 2017 GASFAA Fall Workshop

Popsel Use For Banner Letter Generation Reports Batch Posting Processes 2017 GASFAA Fall Workshop

Copy Popsel 2nd page of GLRSLCT 2017 GASFAA Fall Workshop

Tricks to the Trade Name your Popsels something you can remember. Prompt for input to reduce duplicate popsels. Save a DEFAULT parameter set. Don’t Recreate… Copy! 2017 GASFAA Fall Workshop

Questions and Answers Thank you for participating! 2017 GASFAA Fall Workshop

Kenneth B. Wilson Director – Office of Financial Aid Savannah State University wilsonk@savannahstate.edu 2017 GASFAA Fall Workshop