How to Make Banner Work for You: Creating Basic to Complex Population Selections Lakisha Sanders Assistant Vice President of Financial Aid Georgia Piedmont Technical College

What Are Pop Sels Agenda Overview Setup Processing

What Are Pop Sels Population Selections (Pop Sels) return student ID numbers. Student ID numbers are entered manually or returned through rules. Pop Sels are used in processing for batch posting, letter generation, mass e-mails, reporting, and more

Pop Sel Menu  

Setup Identify the fields names on the Banner form or through the GURPDED process GLRSLCT to create the pop sel with or without rules GLAEXTR to add student ID numbers GLRVRBL to create a sub query for the rule on GLRSLCT, if needed Users can copy a created pop sel and modify it

Identify Form Fields Click in a field on a Banner form Select the Help Menu Option > Dynamic Help Query Document the Field Name for your pop sel

GURPDED Data Element Dictionary Parameter 01 User ID of the Table Creator is FAISMGR Parameter 02 Table(s) to be Reported is R% Parameter 03 USERID of View Creator ID is BANINST1 Parameter 04 View(s) to be Reported is R% Parameter 05 Binding Margin Option is Y (default value) Parameter 06 Heading Underline Option is N (default value) 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.

Product Owner/ Table Creator 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

GLRSLCT Population Selection Rules Population Selection Examples 1. Students By Satisfactory Academic Progress Code 2. Students Registered 3. Transfer Students, Enrolled, and Admitted With FAFSAs

GLRSLCT Pop Sel 1  

GLRAPPL Application Definition Rule Take caution in using an application level rule because all students must exist in the tables listed in the application level rule. Otherwise, any population selection you build will never pick up a student who is not in that table. For example, if there is no SPAPERS record, a student will not be picked in any population selection for the specific application.

GLROBJT Object Definition Rule

GLRSLCT Pop Sel 2  

GLRVRBL Variable Rules Definitions Pop Sel 2 cont.

GLRSLCT Pop Sel 3  

GLRSLCT Pop Sel 3 cont.  

GLRVRBL Pop Sel 3

Processing GLBDATA Population Selection Extract to execute your pop sel Execute 1 pop sel Execute 2 pop sels with a Union, Minus, or Intersect to get a 3rd pop sel You can narrow down the results further on GLBDATA and take the 3rd pop sel and execute it with a 4th pop sel. The results will appear in the new 5th pop sel.

Using 2 Pop Sels Union- students meet pop sel 1 rule or pop sel 2 rule Intersect - students meet both pop sel 1 and pop sel 2 rules Minus- students meet pop sel 1 minus pop sel 2 students OR AND MINUS

2 Pop Sels Enter Creator ID  

Multiple Pop Sels Pop Sel A - Pop Sel B = Results Pop Sel C Output of Pop Sel C - Pop Sel D = Results Pop Sel E   Application: FINAID Selection ID: OUTPUT_RESULTS_C Creator ID: Your_ID SELECT SPRIDEN_PIDM FROM SPRIDEN RULES GLBEXTR_KEY = SPRIDEN_PIDM AND GLBEXTR_APPLICATION = ‘FINAID’ AND GLBEXTR_CREATOR_ID = ‘Your_ID’ AND GLBEXTR_USER_ID = ‘Your_ID’ AND GLBEXTR_SELECTION = ‘Name of Results Pop Sel’

Review Students GLAEXTR Population Selection Extract Data GLIEXTR Population Selection Extract Inquiry RORAPLT Basic Application Report (Enter Parameter 01 Selection Identifier, Parameter 02 Application Code, Parameter 03 Aid Year Code, Parameter 04 Sort Option (NAME or ID), and Parameter 05 Creator ID or Selection ID ) Help Menu Option > Extract Data With Key or Extract Data No Key

GLRSLCT Tips Operator Options =, <>, >, <, >=, <= RORSTAT_AIDY_CODE = ‘1415’ RPRAWRD_PAID_AMT<> 0 RPRAWRD_PAID_AMT >= 0 RPRAWRD_PAID_AMT<100 RPRAWRD_PAID_AMT <=200 LIKE, NOT LIKE SPRIDEN_LAST_NAME LIKE ‘G%’ SPRIDEN_LAST_NAME NOT LIKE ‘G%’ IN, NOT IN RORSTAT_BGRP_CODE IN (‘X’,’Y’,’Z’) RORSTAT_BGRP_CODE NOT IN (‘X’,’Y’,’Z’) IS NULL, IS NOT NULL SPRIDEN_MI IS NULL SPRIDEN_MI IS NOT NULL Special Consideration With Dates Do not use equal (=) comparison Dates may contain hours, minutes, and seconds Use <, >, <>, <=, or >= May require an additional condition

GLRSLCT Tips cont. Values Use ‘ for character data elements ‘Y’ Use ‘DD-MON-YY’ format for dates ‘01-DEC-11’ or ‘01- MAY-2015’ Use only numbers for numeric values 125 Other Values May prompt for input using & symbol (dynamic parameter) &input_ term_ code May use variables (*SUB *CURRMAJOR) Must be last rule Using Variables Not In (*TRACK2) Find MAX record (*TRACK1) About Joins RCRAPPx table joins RCRAPPx_PIDM RCRAPPx_AIDY_CODE RCRAPPx_INFC_CODE RCRAPPx_SEQ_NO

Review Identify fields for your pop sel Create the rule on GLRSLCT or reference GLRVRBL Execute your pop sel with GLBDATA Understand you can use more than 1 pop sel to get your final result

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